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Found 2 results

  1. Version 1.0.0

    11 downloads

    This is the onboarding checklist for new Dibcase Users
  2. 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
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