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Customizing a representation package


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How do I assemble the forms that I will need to create a representation package?

We offer several packages that you can edit / customize to your needs:

REP PKG FULL ATTY 2019 rev 08-2019 (Has the newest SSA-1695)

Firm - SSA - Rep Pkg Full - Attorney -1693 -2019 Hi-Tech and HIPAA 

Firm - SSA - Rep Pkg Full - Attorney (Legacy) - Older version with a regular text fee agreement.

 

We have several videos discussing how to get started in Dibcase and includes information about customizing your rep pkg,

https://www.dibcase.com/wp-content/uploads/2018/12/Getting-Started-With-Dibcase-COMP.mp4

 

 

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For anyone else out there in 'editing 101 land', after watching the video, still not quite getting it, and James-as always-giving me tips ---

once I realized you can edit any and all of the pkg's, life was much better. I was under the false impression you could only change anything in {brackets} or highlighted. 

Once I messed around with it more. you can delete entire sentences/paragraphs and/or add sentences/paragraphs to say what you want. 

A big huge thank you to James for your patience and assistance. 

Teri

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