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Everything posted by Admin

  1. Our users have been asking for it so we've begun development of a billing module. Although this is not a must have for SSD firms, our strategy is to expand Dibcase beyond SSD and VA to accommodate other law types. Stay tuned for mock ups and screenshots... Send invoices and collect payments on the web via client portal Print invoices and receipts manually Clients can make payments in their portal
  2. SSA does not authorize third parties to do business under your User ID. (see terms of service below) There is no SSA authorized methods which permit 3rd parties to access, download, or upload any data to SSA's systems for you or on your behalf. Background: SSA provides safeguards to keep your client's data safe and prevent unauthorized access to their systems. The agency requires a unique user name, password, and use an SMS (text) based 2-factor authentication process to prove the user's identity. If you voluntarily give this information to 3rd parties, you are doing so at your own risk. SSA's terms of service do not allow you to delegate to any 3rd party your username, password, or to bypass their 2-factor authentication service. If you are using such a service, you are doing so at your own risk. At Dibcase we will never ask you for your ERE login credentials. The language of the online services agreement is provided below: SSA does not authorize third parties to do business under your User ID.
  3. With Windows 11 now deployed, we are verifying that Dibcase is fully compatible. So far, we have not found any changes, broken functionality, or any bugs to this point.
  4. We are experimenting with allowing guests to comment on discussion. Please let us know if you spot any abuse.
  5. We are in the process of upgrading our email servers and this has caused some issues sending emails and SMS messages. We appreciate your patience. James
  6. Many people believe that technical knowledge alone is enough to guarantee success as a disability advocate. Although helpful, technical knowledge alone is not sufficient to guarantee success as an advocate. Before deciding to embark on a career in SSD advocacy, you should do a self-assessment to see if advocacy is a good fit for you. Coming into advocacy from DAS or as a former SSA employee is great, but you will need to develop a new skill set to cope with the diverse demands that a career in advocacy requires. If you don't have the ability to be an advocate, you could learn to be a brief writer or a contract representative for a bigger company such as Allsup. Everyone starts somewhere! Successful advocates have: 1. Ability to learn from the past. If your advertising is not working or your losing cases that you should be winning, its time reassess your strategy and find what works. Don't get complacent and constantly innovate as conditions change. Digital marketing strategies, new competitors, agency approval rates, viruses, and more require you to stay on your toes and to adjust your business strategy as needed. Figure out what each judge likes and dislikes and formulate a strategy to win with each judge. If you are not able to write a strong brief, hire a contractor to write them for you and study them until you are able to write your own. Submitting strong briefs will show the judge that you know what you are talking about. Know your case and be prepared to verbally tell the judge why your client is disabled. 2. Strong communication skills In addition to having an air of confidence about yourself, you must be able to sell yourself to potential clients. You must be confident and knowledgeable in all things SSD. Nothing sucks away confidence from leads more than when an advocate doesn't seem to know what they are talking about. People are hiring you to win their case. They have an infinite number of options to choose from when hiring an advocate -both locally and at the national level. You better know what your USP or unique selling point is and why prospective clients should choose you. All advocates charge 25% of retro benefits so you can't compete on price. You must present yourself as the most knowledgeable and confident option for the client. 3. Building relationships To build a successful SSD business, you must have a network of referral partners that refer clients to you on a regular basis. Also, you want your existing customers to be so excited about you that they tell the friends and family about how awesome you are and why they should consult you if the need arises. 4. Realistic optimism You have to strike a balance in the beginning of client relationships. You want to appear confident and hopeful about a client's case but you need to be realistic with the client about the strength of the case and how long it could potentially take to win the case. If you are not realistic with clients about their case, you can build false hope which could lead to a poor outcome as the client may forego job offers and other opportunities based on their belief that they are "disabled". Create a case plan for the client and walk them through what they will need to do to win their case. 5. Integrity If you make promises to clients, you should keep them. Nothing damages a client relationship more than when a representative makes promises and then falls flat. Your reputation is important and people will soon learn what you are about. In addition, judges will formulate opinions about you. Do you write outstanding briefs, are your cases complete, do you win cases on appeal? Be mindful of how you are perceived by SSA staff and OHO personnel. If the judges have a poor opinion of your preparation and knowledge, you will not be successful as an advocate. Always be honest and never lie to clients or judges. Once your integrity is lost you may need to find a new career. 6. Listening skills Listen to your clients. You have to strike a balance between letting them control the relationship and working you. You must set boundaries and expectation about when and how often they should contact you and how long it should take to win their case. You must be able to read each client and gauge how often they need contact and reassurance for you. If you fail at listening to your clients, they will go elsewhere. 7. Persistence If at first you don't succeed, don't give up. In some cases it may take awhile for you to understand what documentation particular judges expect in a winning case. If you are able to, it is good to have another source of income while you are learning the advocacy business. If you can find a job or self-employment option that allows you to go to hearings or answer calls for your business... give yourself a runway to make sure that you can learn and get established in your new business.
  7. Can clients receive email notifications of changes in their portal if they have not created their account? No, the client must create a portal account to be notified of portal changes.
  8. Active clients with their portal enabled will now receive email notifications when staff: shares a note adds an event shares a document adds a form to their case makes an announcement
  9. Under our new usage-based system, clients are counted regardless of client status. The only way to lower your client count is to delete the client. Otherwise, leads, active, inactive, deferred, and closed clients count towards your monthly client total for billing purposes.
  10. We created a usage-based subscription plan for the following reasons: To provide an easy entry into the SSD case management space for new reps and attorneys To make it easier to match your case management software with your actual workload If you scale down your SSD practice, your software fees should decrease accordingly Make it easier for staff members not directly involved in SSD to login to Dibcase
  11. We have added the ability to upload and share multimedia images in your portal announcements feed. This feature will give it a more social media type experience. However, due to privacy issues, announcements are read only.
  12. We just completed the Dibcase dashboard announcements panel and the client portal dashboard. These updates are implemented in the application for Dibcase Plus and Teams users. Here is a screenshot of our portal dashboard which lays out what a client can do and provides easy shortcuts to these options:
  13. No. At this time there is no Dibcase Portal mobile app. The client portal can be accessed from a desktop computer, laptop, chromebook, iPad, and a smartphone.
  14. We've now included the forms functionality in our most affordable plan and we will soon be releasing documentation for our new forms and client portal modules.
  15. Yes, our forms module can be used independently of the portal or with the portal.
  16. You can add, delete, and delete the standard client intake fields below. In addition, you can add custom fields to any of your forms. All of the fields listed below will be added into Dibcase into the mapped client fields. 1. How did you hear about us? 2. Is your claim currently in a denied status? 3. If yes, what is your denial date? 4. Please describe why you are unable to work. (Describe your conditions and symptoms) 5. SSN 6. Salutation 7. Gender 8. First Name 9. Middle Name 10. Last Name 11. Place of Birth 12. Date of Birth 13 Mother's Maiden 13. Address 1 14. Address 2 15. City 16. State 17. Zip Code 18. Phone Number 19. Email
  17. Yes, there is a dedicated tab in the client portal for forms. Forms can also be shared via a web link. Clients can only access forms that you explicitly share with them.
  18. Yes, any data collected on either intake or case management forms can be merged into documents along with client, claims, contact, employee, and firm data. In Dibcase you can create merge documents with data from up to 6 different data tables.
  19. 1. You get an alert that a new intake form has been submitted. 2. You can view the form submissions and decide to accept as lead, reject lead, or add as active. Note: No leads or clients are added through intake forms without your approval
  20. Yes, you can create shareable links for any intake form and share it on your website, via email, or SMS.
  21. Yes, even submitted forms can be edited by staff members or clients. To lock a form, simply toggle portal visibility so the client no longer sees it.
  22. Yes, you can create an unlimited number of intake and case management forms at no extra cost.
  23. Yes, you can set certain fields to be editable by staff members only.
  24. Yes, you can create internal case management forms and choose NOT to share them with the client. See option 6 below.
  25. Here are the options on the client edit page...
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