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Caleb Alvarez

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  1. Dibcase is a native cloud based application that uses your browser to render documents. As such, your documents are written in .html and styled with CSS formatting. Therefore, all of you documents and templates can be edited visually and in a "code view" for advanced users. Figure 1: Document Template Editor Normal View Figure 2: Document Template Editor Code View Enabled Using code view you can use advanced editing functions such as: Force a page break <div style="page-break-after: always;"><span style="display: none;">&nbsp;</span></div> This will force a page break in a multi-page document. Change the spacing of a paragraph You can use the visual editor to change paragraph spacing but you can also change it via code. Example: Change the paragraph spacing of a document header <div style="text-align: center; line-height: 10px;">{COMPANY_PIC} <br>{COMPANY_MAIL1} {COMPANY_MAIL_CITY}, {COMPANY_MAIL_STATE} {COMPANY_MAIL_ZIP} <br>{COMPANY_PHYS_ADDR1}&nbsp;{COMPANY_PHYS_CITY}, {COMPANY_PHYS_STATE} {COMPANY_PHYS_ZIP} <br>P: {COMPANY_PHONE} F: {COMPANY_PRIMARY_FAX} <br>{COMPANY_WEB_ADDR} <br> <br> </div> You would change the "line-height: 10px" to a larger number to increase the spacing of your header Adding a line to a document Example code: <div style="float:left; width:100%;text-align:center;padding:5px 0;border-bottom:1px solid #000;font-size:11px;"><strong><span style="font-size: 14px;">Information &nbsp;About You, the Representative</span></strong></div> This example creates centered text with a line beneath it. To make a line that goes 50% of the way across the screen, just the "width" from 100% to 50% To add a line to the top and bottom of text just the follow to the previous code example: border-top:1px solid #000; The new code example would now create centered text that was 100% wide and that has a line at the top and bottom of the text. <div style="float:left; width:100%;text-align:center;padding:5px 0;border-bottom:1px solid #000;border-top:1px solid #000;font-size:11px;"><strong><span style="font-size: 14px;">Information &nbsp;About You, the Representative</span></strong></div> Figure 4: Centered text with lines above and below To create boxes with top, bottom, and sides, use the "border" commands such as: border-bottom:1px solid #000; border-left:1px solid #000; border-right:1px solid #000; border-top:1px solid #000; This code snippets will create a box with four solid sides for more information about the CSS border options, see: https://www.w3schools.com/css/css_border.asp Inserting a checkbox The following code will add a checkbox to your document: <input checked="checked" value="on" type="checkbox"> You can toggle the default value from checked to unchecked by removing the code checked="checked" to toggle it off. ...
  2. In Dibcase you can have an unlimited number of custom field in a variety of formats. For example, lets say you want to add a new field called "5 Day Deadline". STEP 1: NAVIGATE TO THE "CUSTOMIZATIONS" PAGE Figure 1: Dibcase Menu STEP 2: SELECT THE PRACTICE AREA OR CUSTOM FIELD GROUP YOU'D LIKE TO ADD THE CUSTOM FIELD TO In this example, we are going to add the new custom field "5-Day Deadline" to the SSA practice area. Figure 2: Dibcase Custom Field Group Editor STEP3: SELECT THE "ADD FIELD" BUTTON Figure 3: Dibcase Custom Field Group Editor "Add Field" button STEP 4: LABEL YOUR NEW CUSTOM FIELD Figure 4: Custom Field Labeling STEP 5: DETERMINE THE FIELD TYPE FOR YOUR NEW CUSTOM FIELD Figure 4: Custom Field Type Selector In this example, we will need to make our field a "Short Date" so we can make it a "Deadline" field STEP 6: SELECT THE VISIBILITY OF YOUR CUSTOM FIELD Custom fields can appear on your intake form and on the claims custom fields accordion and on the dashboard Deadlines Panel. In this example we do not want the new "5-Day Deadline" field to appear on our intake form. If you select "docs", the field will be available as a "merge field" in document templates. Figure 5: Custom Field Visibility Multi-Select Figure 6: Document Template Editor "Insert Fields" Dropdown If you choose to have your custom field appear on your intake form, it will appear as such: By setting our field as a "Deadline" it will appear on the Dashboard in the "Deadlines" panel STEP 7: SELECT "UPDATE PRACTICE AREA" TO SAVE YOUR NEW CUSTOM FIELD That's all there is to it. Now you're new field will be ready for use.
  3. Projecting fees in Dibcase is a helpful way to track how much money you expect to receive in the near future on your Social Security cases. NOTE: Only admin users can see the "Projected Fees" dashboard panel or access the "Fees and Awards" accordion on the client page. To estimate your fees, navigate to the client page and select the claim you want to project fees on and expand the "Fees and Awards" accordion. Here you can estimate your fees and input that in the "Projected Fees" field. Once you've collected your fees on the case, you should zero out the projected fee amount. You can also show your list of cases with pending fees on the claims list page by selecting "Pending" from the Fees dropdown list. Once you've filtered your list to show to cases with "Pending" fees, you can export that list as an excel spreadsheet.
  4. This feature has been added and is available to paid subscribers. You will now have dedicated email boxes in Dibcase. Each firm will have an "Admin" and "Security" email address. In addition, users will have their own unique email address to forward emails to. Once an email appears in the user's email box, the email can be "Attached" to the client or claim associated with the email. We will be releasing a video shortly to demonstrate this exciting new feature.
  5. It was brought to our attention that the main rep package had an outdated SSA-1695 in it. We have created a new package with the newest version of the forms. You will have to find the document in your document manager and update it with your SSN, EIN, etc. before you can start using it. To find the new package, search for 08-2019. Once you edit it, it will save into "My templates". Add it to your "Favorites" by tagging it in your document manager for easy recall.
  6. There is quite a bit involved but here are some general tips to get you started: 1. Get a website and business name 2. Get a dedicated business line (Ringcentral recommended) with fax capabilities 2. Get a logo 3. Setup a "Google My Business" listing 4. Register your business on the major search engines (Bing, Yahoo, etc.) 5. Get some business cards 6. Start networking and let people know what you do in your local area.... 7. Get a business license
  7. Whenever you record a note, either through an automated action, or a manual note entry, Dibcase will store a time value. When you are ready to create your fee petition, you can export all of the notes in spreadsheet format to attach to your petition with a total, etc. You do not need to use the "timer" function to record your actions. You can manually add notes to a client/claim or use the automated actions listed below. Automated note actions: 1. Create a document 2. Create an event or "appointment" 3. Add a task to a client 4. Process a denial or appeal 5. Add a call or note using the "Quick Create" functions.
  8. You can create task workflows on the "Task List Page" with the title and sub-tasks, you can save it as a template. k List Page". Once you create the
  9. Obtaining medical records can sometimes be a long and painful process. Here are a few tips to ease this process: 1. First and foremost, make sure you are giving yourself plenty of time to obtain the records. It is good to start the records process about two months in advance of your deadline. This way you won't be pressed for time, as most providers had a 30 day policy to release medical records. 2. Use Health Information Technology for Economic and Clinical Health Act to save money. The HITECH act reduces the allowed charges for medical records, as you are only required to pay for the actual cost of producing the records. No flat fee or per page fee can be charged when records are requested with HITECH. 3. HIPAA release forms. A HIPAA release form is not required when requesting records with HITECH, however, some mental health providers may still require a release form to produce certain records, such as psychologist notes or psychiatric evaluations. It is always good to make sure you have an up to date HIPAA release to prevent any hiccups in obtaining the needed records. 4. Get the clients involved. Some providers are stubborn and will not release records even after several requests and follow ups. However, by asking a client to go to the providers office or call and obtain the records themselves, you may be able to save yourself and your client a lot of time and headache. Most providers will not charge for patients to pick up their medical records this way either, so it is a viable backup plan if a provider is not responding to your requests.
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