Admin Posted September 13, 2019 Share Posted September 13, 2019 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 Quote Link to comment Share on other sites More sharing options...
Teri Posted September 14, 2019 Share Posted September 14, 2019 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 1 Quote Link to comment Share on other sites More sharing options...
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