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Admin

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  1. Configuring Your Browser Dibcase uses your web browser as the primary interface for creating, editing, and viewing your client, claims, and other data. Dibcase has been tested and works best with Google Chrome. Dibcase will work with other browsers such as: Safari, Microsoft edge, or Mozilla Firefox. The main issue we have encountered with other browsers is print rendering issues with complex forms. If you use PDF forms for merge purposes, this should not be an issue. Resizing The Dibcase Window(Chrome) To make your text larger or smaller, you can “Zoom” in or out of your browser. You can use Dibcase in full screen or in a window. Dibcase is responsive and will automatically resize its content to the size of the window being used. Dibcase can be used on an android phone, tablet, or other device. Configuring Your Print Preferences Picture above is the Chrome browser print interface. Here, you can disable headers and footers as well as scale a document larger or smaller depending on your print results. Experiment with the scale option if your documents are overflowing to extra pages. By default, some browsers will insert extra information in the form of headers and footers in printed documents. This behavior can be disabled by properly configuring your browser. For detailed instructions on how to disable this behavior, see our supplemental information section at the end of this manual.
  2. Admin

    SSA Rep Pkg 1

    Version 1.0.0

    5 downloads

    Includes Dibcase merge fields for all forms SSA-1696 Claimant's Appointment of Representation SSA-1695 Identifying Information for Possible Payment of Authorized Fees SSA-1693 Fee Agreement for Representation Before the Social Security Administration SSA-827 Authorization to Disclose Information to the Social Security Administration
  3. Version 1.0.0

    3 downloads

    SSA merge fields added. Recommend add REP ID and REP full name separately.
  4. Version 1.0.0

    1 download

    Dibcase merge fields added
  5. Background: Dibcase has the ability to merge client, claims, contact, and company information into PDF merge documents. However, before that process can be completed, you must use templates that already have merge fields added or add them yourself. In this guide, we'll walk you through the basics of creating a merge template PDF document. Step 1: Securing The Raw Document Note: You can download forms here that already have merge fields added Forms that you download from https://www.ssa.gov/forms/ have security settings that prohibit users from editing them. To edit these "protected" documents, you must either print them out and re-scan them or "Print them as a Microsoft PDF". Printing to PDF will remove the the merge fields that may have been on the template. Once you have a your raw template with no merge fields, you can go the Step 2. Step 2: Open PDF Document With Adobe Acrobat CC Step 3: Use the "Prepare Form" tool to have Acrobat detect and create merge fields. Step 4: Click "Start" To Prepare Form Adobe will detect where it thinks merge fields belong and add checkboxes and text fields. Sometimes this works well but you will have to rename the fields with the Dibcase merge fields to tell Dibcase which data corresponds with which fields. Merge Field Rules: 1. You must change the title of the Adobe merge field to correspond exactly with the name of the Dibcase merge field. The field titles can be changed by using the Properties field of the merge field 2. All checkboxes must begin with "CK_" in order for Dibcase to know it's a checkbox. (Note: These can be set as "On" or "Off" when importing templates. 3. If you have a multi-page document, fields that are identical must have a unique name. For example, "{CLIENT_SSN} 1" would be appropriate if that field appeared on page 1 of your multi-page form. If that field were to appear on page 3 again, for example - you would need to label the field "{CLIENT_SSN} 3" in order to get both instances to merge properly. 4. You can combine multiple fields in a single merge box. For example, "{CLIENT_ADDRESS} {CLIENT ADDRESS2} can be combinded in the same merge field. 5. You can create dropdown fields in your Adobe file. Tip: Fields that will never change can be hard-coded using the "Edit" command. For example, firm EIN can be hard coded to your SSA-1695 to ensure it never changes or gets keyed-over by a user. Conclusion Creating multi-page merge documents can be technically difficult and time consuming. However, once you create and upload your template(s) they will save you time and guarantee a quality uniform look to all of your documents. Part Two
  6. Background: Dibcase can generate merge documents using two methods. The first method involves using our internal template creator and that method offers a great amount of flexbility. However, some form cannot be generated using this method due to their inherent complexity. We added a second method to allow users to merge data into any PDF document from either SSA, VA, or any agency. This tutorial discusses how to use merge forms that have already been mapped with Dibase merge fields. You must add merge fields before importing PDF documents into Dibcase. If you start with a raw PDF document, you must add merge fields using Adobe Acrobat. Step 1: Select PDF Document With Merge Fields Added Note: Merge fields, if added, may be highlighted in blue in Adobe Acrobat Note: Merge fields must be added before you can merge Dibcase client, claims, contact, and firm data in a document. Step 2: Navigate to the Dibcase Template Editor Page Step 3: Upload Merge Document and Name It Note: Checkbox fields must be named "CK_NAME" with the "CK_" prefix in order to set a default "On" and "Off" state. Step 4: Click the "Save" button and your document template will be added and visible in the "Document Manager" Step 5: Open the document as you would an internal document and select the client, claims, and contact data as appropriate. Step 6: The new pdf merge document will appear in a new tab on your browser. You can then print the document or download for further editing. Step 7: Select the "Preview" button to create the new PDF merge document The document an be downloaded and edited in Adobe Acrobat CC or other PDF editor. Notes: The document will retain the Dibcase generated name assigned for your convenience. Signature blocks are not supported and must be added when sent to client for signature via Adobe, Hello Sign, etc.. Documents with signature blocks will not render properly and should be delete from the form(s).
  7. Version 1.0.0

    19 downloads

    List of Dibcase merge fields for clients, contacts, claims, and company.
  8. Version 1.0.0

    2 downloads

    Dibcase merge fields added. SSA-8011 form adds monthly expenses and creates total.
  9. Version 1.0.0

    2 downloads

    Dibcase merge fields added. Includes Electronic Signature block.
  10. Version 1.0.0

    0 downloads

    Dibcase merge fields added
  11. Version 1.0.0

    0 downloads

    Dibcase merge fields added
  12. Version 1.0.0

    0 downloads

    Dibcase merge fields added
  13. Version 1.0.0

    0 downloads

    Dibcase merge fields added
  14. Version 1.0.0

    0 downloads

    Dibcase merge fields added
  15. Version 1.0.0

    1 download

    Dibcase merge fields added
  16. Version 1.0.0

    2 downloads

    Mental RFC form blank
  17. Case management software needs to be flexible and reporting functionality is essential to properly managing your cases. Dibcase has the tools and flexibility to allow you to create any kind of report that you need to manage your clients and caseloads. You probably already have a list of reports that you use to control your cases. You can set those up in the Dibcase "Views" to facilitate those reports. There are several ways to view reports in Dibcase Method 1: Visit the "Reports" page on Dibcase to view some basic charts and graphs Charts on this page show the following information: 1. Revenue per representative 2. Revenue per case manager 3. Billable hours 4. SSA active case distribution 5. New client referral sources Method 2: To view more detailed claims information, visit the "Claims List Page" On the claims list page you can filter by the following parameters: 1. Tags 2. Claim status (Active, Closed, Deferred, Lead, Rejected Lead) 3. Primary Representative 4. Case Manager 5. Representation Status 6. Claim Level 7. Fee Status 8. Appeals You can also save "views" or edit and save which claims field columns are visible on the page. So, for example, if you are filtering for cases with pending fees, you'd want to select and save a view that show those fields. In the example below, we selected all relevant fee related fields and made those visible on the claims list page. You can toggle fields on and off to show or hide them as necessary. Once you've created a "View", you can save it as a template. You can toggle fields on and off to show or hide them as necessary. Once you've created a "View", you can save it as a template. The image below shows some common Templates that you may want to create. Once you've selected the proper template to view the fields you want and applied the proper filters, you can export the selected cases in .CSV format. Finally, for more in depth analysis, you can "Export All Claims". This will export a spreadsheet containing all of your claims and associated fields and custom fields. With this spreadsheet, you can use the powerful filters and tools of Excel to drill down your cases even further. Example: You want see all of your "Active" cases pending at the "Reconsideration" case level and sort them by the "Recon File Date". This will allow you to see if you have any older outstanding "Recons" that you may need to inquire about with DAS. To make sure you see the fields that you want in the list, please select the appropriate fields and save them in a view. See example view and filter setup below. Once you filtered your cases, you can export the list as a .CSV file and print your results. You can create as many views as necessary to organize and export your data. Finally, by exporting your claims list into Excel, you can filter by multiple fields. You could create for example lists such as: 1. Average attorney fee by year, by Judge 2. Win/Loss percentage by Judge 3. Average time at each case level and so much more... You can also filter and export your client list. With clients you can also filter by tag, status, intake source, etc. Tip: You can use MS Word to filter and import excel spreadsheets for creating formatted reports, merge documents, and more. Tip: You can view lists of custom field groups in Dibcase. Note: We are still working on the export functionality for custom field groups
  18. With Dibcase you can forward emails directly to your Dibcase email address. You can forward emails using any email client from outlook, postbox, apple mail, Gmail, etc.. Dibcase has a built in email server that processes incoming email for you. You will have an admin and a security email box as well as individual email addresses for all employees. Below we'll show exactly how this works. Step 1: Forward email to your Dibcase email address Step 2: Open up the Dibcase email manager (Its the email icon on the left menu) Step 3: Select the appropriate client under the client link and claim, if any -then select the "Incoming" or "Outgoing" button. Step 4: Select the "Attach" button and the email will be added to the appropriate client. Note: A 15 min. time entry will be added along with the "Note" which includes the text of the email in the client's note feed. That's all there is to it! Note: When you are done you can hit the "Complete" button and delete the email that you've processed.
  19. I am not surprised by this.
  20. Number Title Body Links 1 Search Master search box. You can search clients and contacts by: 1. Last Name 2. First Name 3. Last “4” of SSN 4. Contact “Company” 5. Phone number - use numbers only ext. "4042154517" 2 New Button This button allows you to start actions and automations from any page in the application. 3 User Availability Set your availability with this panel. Your status will appear in the “EMPLOYEES” dashboard panel if you are “visible” on the Dashboard. See “Employee List” page to toggle visibility for individual users. 4 Notifications *Not enabled 5 Task Notifications Shows tasks due 'today' 6 Menu Items My Profile Page Firm Settings Page Log Out 7 Projected Fees The total of all fees projected on all SSA claims. Set in the “Fees and Awards” accordion on individual SSA claims. 8 My Billable Hours The total billable hours that you have generated for the selected time period 9 Active Clients The number of your firm’s active clients as opposed to prospects, leads, closed, etc. 10 Active Users The number of other firm users currently logged into Dibcase 11 Add Client This “Quick Create” option opens the “New Intake Window” to add new clients. 12 Add Task This “Quick Create” option redirects to the “Task List Page” and opens the “New Task” window. 13 Add Contact This “Quick Create” option redirects to the “Contacts List Page” and opens the “Add Contact” window. 14 Add Event This “Quick Create” option redirects to the “Calendar Page” and opens the “Add Event” window. 15 Add Document This “Quick Create” option redirects to the “Document Template Editor Page” you can also go to the “Document Manager” page to create a document https://app.dibcase.com/#/dashboard/document-manager 16 Add Call This “Quick Create” option opens the “Add Call” window. This will allow you to log a call without visiting the client’s page and documenting a call. Select “Incoming” or “Outgoing” to document the origin of the call. Select the client the call refers to and any claim to associate the call with. Describe the nature of the call and add an associated billable time value. 17 Add Note This “Quick Create” option opens the “Add Note” window. This will allow you to log a note without visiting the client’s page and documenting an action. Select the client the note refers to and any claim to associate the action with. Describe the nature of the call and add an associated billable time value. 18 Start Timer This “Quick Create” option opens the “Add Timer” window. This will allow you to log time associated with a client or claim. Steps: 1. Select Client 2. Select Claim/Matter 3. Activity (i.e. phone call, case review) 4. Add Description 5. Press “Start” 6. When finished, press “Stop” 7. Close the window with the “X” button on top right of panel 8. On the “Are you sure?” window select “Save” “Cancel” or “Delete” 19 Add SSA Denial This “Quick Create” option opens the “Add SSA Denial” window. This workflow automation allows you document a denied SSA claim. Steps: 1. Select Client 2. Select Claim 3. The current claim level should appear 4. Select “New Claim Level” 5. Add the Denial Date of the notice or decision 6. The “ADD” box defaults to 60 days 7. The Appeal Deadline will auto-calculate the “Denial Date” plus the “ADD” value Add an optional Task Workflow Template if so desired. 20 Add SSA Appeal This “Quick Create” option opens the “Add SSA Appeal” window. This workflow automation allows you document a denied SSA claim. Steps: 1. Select Client 2. Select Claim 3. The current claim level should appear 4. Select “New Claim Level” 5. In the “Appeal Process Date” field, add the day the appeal was processed 6. Add the “Re-Entry Number” to add complete the note entry 8. The default time for processing appeals is 30 min. 21 Add Expense This “Quick Create” option opens the “Add Expense” window Steps: 1. Select Client 2. Select Claim / Matter 3. Add the Vendor / Provider 4. Add the Item / Service 5. Add the expense “Amount” 6. Add Note Note: Expense entries will appear in the “Ledger” tab on the client’s page. 22-29 RESERVED RESERVED 30 TODAY’S APPOINTMENTS Show all appointments for current calendar date. Also show appeal deadlines for SSA claims. Now has selector to appointments for current week 31 TASKS DUE Show all tasks due for current selected time frame Options: Today This Week This Month Past Due 32 EMPLOYEES Show all employees with visibility is enabled 33 MESSAGE BOARD Show’s internal message between firm employees 34 DEADLINES This panel shows all “Custom Fields” that are designated as “Deadlines” in the custom field editor 35 RECENT ACTIVITIES This panel show all recent activities related to client and claims activity. This panel shows: New clients added Notes added Tasks added Appointments scheduled Records accessed Documents generated
  21. Yes, Dibcase includes most forms you'll need to effectively manage your Social Security caseload. SSA-501 Request for Hearing SSA-521Request for Withdrawal of Application SSA-539 Notice of Substitution of Party Upon Death of Claimant SSA-561 Request for Reconsideration SSA-773 Waiver of Right to Appear SSA-789 Request for Reconsideration - Disability Cessation Right to Appear SSA-795 Statement of Claimant SSA-1693 Fee Agreement Multiple customizable versions of free agreements SSA-1695 SSA-1696 Appointment of Representative SSA-827 Authorization to Disclose Information to Social Security SSA-3288 Consent for Release of Information Medical Opinion Forms (RFC forms) HA-520 Request For Review Of Hearing Decision/Order HA-1151 Medical Source Statement (Physical) HA-1152 Medical Source Statement (Mental) SSA-8011 Statement of Household Expenses and Contributions SSA-8011 Loan Package We also have additional PDF forms available on-demand including: SSA-4814 Medical Report on Adult with Allegation of HIV Infection SSA-7008 Request for Correction of Earnings Record SSA-16 Application for Disability Insurance Benefits SSA-632 Request for Waiver of Overpayment Recovery SSA-820-BK Work Activity Report - Self-Employment SSA-821-BK Work Activity Report - Employee SSA-3368-BK Disability Report - Adult SSA-3369-BK Work History Report SSA-3373-BK Function Report - Adult SSA-3441-BK Disability Report - Appeal SSA-3820-BK Disability Report - Child SSA-3881 Questionnaire For Children Claiming SSI Benefits SSA-3885 Government Pension Questionnaire SSA-4111 Certification of Election for Reduced Widow(er)'s and Surviving Divorced Spouse's Benefits SSA-4162 Child Dropout Questionnaire SSA-4815 Medical Report on Child with Allegation of HIV Infection SSA-5665-BK Teacher Questionnaire SSA-5666 Request for Administrative Information SSA-7050 Request for Social Security Earning Information SSA-7104 Partnership Questionnaire SSA-7156 Farm Self-Employment Questionnaire SSA-8001 Appliction for Supplemental Security Income (SSI) (Deferred or Abbreviated) SSA-8240 Authorization For Social Security Administration to Obtain Wage and Employment Information From Payroll Providers SSA-8510 Authorization for the Social Security Administration to Obtain Personal Information SSA-L4201 Request for Wage Information In addition to SSA forms, we also provide form letters covering a variety of issues and circumstance including: Client and contact letterheads Claim status letters with merge-field data Pre-Hearing briefs Lead rejection letters Notification of representation to SSA Withdrawal letters HIPAA & Hi-Tech releases
  22. You can also search the forums as we have helpful resources on a variety of topics.
  23. We are also exploring integrating with Release Point and Atlasware.
  24. Purpose: Demonstrates how to add the Dropbox integration to Dibcase Step 1: Navigate to the "Customizations" page and Step 2: Select the "Integrations" button Step 3: Select Link Dropbox After you click on the "Link Dropbox" button, you will be re-directed to a page to add your Dropbox credentials unless you are already signed into Dropbox in your browser. If you are already signed in to Dropbox it may skip this step. After you successfully integrate Dropbox Once you have enabled the Dropbox integration, your Dibcase related folders will appear at the following location either on your local Dropbox folder or online. x:/Dropbox/apps/dibcase/clients/ Whenever you add a new client through the "Add Client" method, Dibcase will create a new folder in the above file path. The new clients folder is created using the following format: Last, First M. #1234 Last Name, FIrst Name and middle initial with # and last four of SSN. Dropbox folders can be found on each individual client page under the "Files" tab. If the client does not have a Dropbox folder you can click on "Link Now" to create at Dropbox Folder
  25. 1. You can enable the Google Calendar integration to push your Dibcase appointments to your Google calendar 2. You can auto add appointments from OHO imports to your Dibcase Calendar Purpose: Discusses an alternate method of adding hearings to the appointment calendar in Dibcase After you successfully import your hearings into Dibcase, you can add them to the calendar from the Hearing accordion on SSA claims. Figure 1: The "Hearings" accordion on SSA claims After clicking on the "Add to Calendar" button, you will see a popup window where you will fill in additional details about your hearing Figure 2: The "Add to Calendar" popup on the the SSA claims list hearing tab Once you select the name of the name of the "Primary Representative" and the "Hearing Representative", click the "Add" button. The hearing will now appear on your Dibcase Calendar 3. You calendar events will appear on your Dibcase dashboard with color coded events and it will highlight which employees are attendees.
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