video1.0<iframe src="https://www.loom.com/embed/3eefdf912d89490abb792586685e4fd8" frameborder="0" width="2660" height="1995" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19952660Loomhttps://www.loom.com19952660https://cdn.loom.com/sessions/thumbnails/3eefdf912d89490abb792586685e4fd8-cf80e4539becd016.gif199.592This Loom explains how to create and manage issue level case plans for appeals within a client file. It describes selecting new issues from a client level plan, applying the appropriate issue template (for example, a July 19 notification letter service connection denial), and linking source documents, timestamps, and condition entries. The video also shows identifying available issues from a conditions view badge, such as appealing a 50 percent rating decision for migraine and tension headaches, then creating a new issue level plan. If no existing option fits, it demonstrates creating a custom issue with a custom template like for a TDIU claim type. It concludes by noting these issue level plans are highly customizable with fields, statuses, goals, notes, tasks, and checklists.