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  1. Note: A Dropbox subscription is required to use this method to collect e-signatures. You can also use Adobe Sign if you subscribe to their service. Step 1: Navigate to the client's Dibcase folder on Dropbox Step 2: Click on "Send for signature" Step 3: Click on "Sign in with Dropbox" Step 4: Decide who need to sign the document. (Usually, "Just Others") Step 5: Add the name and email address of the signator Step 6: Add signature blocks to document... when completed, click "Continue" In Conclusion: Dibcase can be used with Adobe Sign, Hello Sign, or other services that handle e-signatures.
  2. Sometimes when you take in a new lead, you have little more than a name and phone number. Once you've vetted the lead and decide to represent them, you should convert them to "Lead" and then an "Active" client. Note: You should not send out representation packages to a lead because: 1. SSN is required to complete a rep package 2. You need the client's address to complete a rep package Therefore, you must convert the lead to an active client and fill in their PII before sending a rep package. Once you do this, you can still label the client as a lead. Note: A client can still be labeled as a lead once you've added their SSN, Address, and other information Their status should be changed to "Active" once they've retained you and you have signed representation forms. Lead Conversion Checklist: 1. You speak to and screen the lead 2. You decide whether or not you want to take the case. If no, change status to "Rejected Lead" and send any closeouts as necessary. If you decide you want to take the case, continue... 3. Change client status to "Lead" and ask the client for their: Address SSN DOB Alternate phone numbers Email Address Claim Level Other PII 4. Create rep package and send to client for signature 5. Add an "SSA Claim" 6. Navigate to the "Representation" accordion in the claim 7. Representation statuses can be tracked on the "Claims List Page" or via Reports 8. Once you receive the signed rep package back from the client, you can change the representation status to "Ready to Submit to SSA". 9. Once you've submitted the signed rep package to SSA you should change the status to "Submitted" 10. Once you've received acknowledgment from SSA that you have been added to the case, you should change status to "Representation Confirmed" This completes the process demonstrating the conversion of a "Lead" to an "Active" client.
  3. Creating a custom 5-day deadline field
  4. Note: The custom report builder is not available to free account users Overview With the Dibcase exclusive custom report builder you can create reports to help manage your pending work. Reports can be based on the clients, claims, and contacts tables with SSA custom fields. Report List Page The reports list page is where you can access all of your reports to edit, delete, duplicate, add notes, filter and more. Step 1: Open the custom report builder Creating Reports Step 2: Click the button "New Report" Step 3: Select the data source for your report. You can choose reports based on the client, claims, and contacts tables (more will be added) Step 5: Select the fields you would like to display on the report as your field columns Step 6: Add your filter conditions Step 7: Export your report in spreadsheet format For a list of reference merge fields, use the following link: Dibcase Merge Fields.pdf
  5. Step 1: Open the login screen and click on the "Forgot Password" link Step 2: Add email address Step 3: Check email for reset code which is your temporary passcode Step 4: Login with your username and temporary numerical password Step 5: To change your temporary passcode, navigate to your "My Profile" page and change your passcode. Step 6: Use your temporary numerical passcode and then add a new "strong" passcode Note: You cannot reset your password with anything less than a "strong" (green) passcode
  6. Step 1: Login with admin account Step 2: Open "Employees" tab Step 3: Check "Edit Credentials" Step 4: Add new password and verify Note: New password must match
  7. You can track medical record requests on the 'Client Edit Page' under the 'Ledger Tab' (screenshot) You can also track your medical records in aggregate on our 'Records List' page where you can filter by client, facility, status, etc.
  8. We are in the process of adding two new fields to the firm settings: REP ID and Firm EIN Once these two fields are added, we will be able to import your forms for you and make the process easier!
  9. When you upgrade from a free to a paid account, you get access to: 1. Appeal automation 2. Denial automation 3. Reports 4. Report Builder 5. Custom field groups and custom fields 6. Google Drive and Dropbox integrations 7. Free one-on-one training session
  10. Q: If I switch from a free account to a paid account, will my data roll over? A: Yes, if you switch from a free to a paid account your data will remain exactly the same but you will unlock the premium features.
  11. As you may have noticed on our feature page, we are working on a new custom list/report feature. This new feature will allow you to create an unlimited number of reports from your client, claims, and contact tables. This functionality will allow you to create reports to accurately track your cases with substantially less effort. Once you've created your reports, Dibcase will post a number of how many cases actually meet that criteria. Implementation: We will be implementing this exclusive feature in stages and this will be a long term project to expand and refine the functionality. We know you'll love this feature and it will definitely make your case management duties much easier. Bottom Line: You'll be able to create your reports, scan down the list, see how many cases match those criteria, and quickly take action on them. For example, you could create a report called "Leads older than 30 days with outstanding rep packages". If you pull up the report list and it says "0", then you know you're on track. If a case now meets that criteria, you'll be immediately notified just by glancing at the list. We'll be adding key reports automatically for you and you will be able to edit them as necessary.
  12. No. Dibcase is intended for a US based audience and is not open to international users.
  13. Dibcase is highly flexible and customizable to accommodate almost any practice area Dibcase facilitates the uploading and merging of data into PDF forms from any practice area. Dibcase allows you to create custom practice areas with any number of custom fields regardless of practice area Dibcase allows you to create task workflows for any process in any practice area Dibcase allows you to create custom deadlines for any practice area Dibcase allows you to merge data from custom fields into any document
  14. Admin

    SSA Rep Pkg 1

    This is a deprecated legacy file
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