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https://www.dibcase.com/wp-content/uploads/2021/06/Video-Forms-Case-Plan-Training.mp4

The Sample Dibcase Workflow Video Index LINK TO VIDEO Client calls to setup initial appointment (disabled adult pre-claim) (00:00) Setup initial consultation (:31) You decide to accept the client and do intake (2:19) Adding claims information (7:10) Adding Conditions, Medications, and Providers (9:23) Printing the representation package (11:05) Send the rep package sent to SSA (13:44) Adding your first task (16:52) Creating a task template (18:26) Follow up made to confirm filing (19:38) Adjudicator letter received and confirming representation (21:15) Forms and CE exams scheduled Claim denied (Initial denial workflow initiated) (22:40) Sending initial denial acknowledgment letter (24:56) Filing the appeal (Appeal workflow initiated) (26:27) Recon Denied and Hearing Filed (27:49) ODAR Import (30:42) Hearing Scheduled (Add to calendar) Template editing (35:00) The medical records ledger (36:18) Tracking medical records (37:53) 5-day letter sent (41:23) Pre-hearing brief (43:09) External documents (43:53) Post-Hearing development (44:45) Deadline custom fields (45:30) Custom field groups (45:55) Record compete (FF Decision) (47:11) Add fees data and fee projections (47:48) Fee Tracking (48:56) T2 fee check comes in and closing claim (50:00) Closing the claim (50:38) Changing the client to prospect (51:00) Client tags (51:15) Sticky Notes (51:34) Adding links (52:10) *NOTE: We've added many new features since this video was released in June 2019. LINK TO VIDEO