Importing ODAR and A/C Spreadsheets

[Admin]

Dibcase has the ability to import ODAR (OHO) and A/C spreadsheets into the application. This functionality requires that you have access to the spreadsheets via the ERE website.

The benefits of using the process include:

1. Saving time updating case statuses

2. Eliminates errors in manually transcribing data

 

The following claims fields are auto-populated from an ODAR import:

Figure 1: SSA Claim Hearing Accordion from Client Page

 

STEP 1: DOWNLOAD THE ERE SPREADSHEET

This step requires ERE access and that you download the appropriate spreadsheet(s).

Figure 2. SSA ERE Web Page

 

STEP 2: IMPORT THE SPREADSHEET INTO DIBCASE

This process is initiated on the "Claims List Page"

Figure 3: The Claims Menu

STEP 3: RESOLVE ANY ERRORS

Any SSA claims that did not successfully import into Dibcase will be outlined in red on the import screen.

Claims will reject for the following reasons:

1. Name discrepancy

2. SSN discrepancy

3. No active claim

The client must have an active claim and the name and SSN should match exactly in order for the case to successfully import into Dibcase.

Once you've resolved any errors, you can reimport the spreadsheet to verify that the exception has been resolved.

CONCLUSION

The A/C import process is very similar to the ODAR and follows the same basic steps.

Importing spreadsheets is a Dibcase exclusive feature and will save you and your team countless hours and ensure that your claims information is as accurate as possible. We also have videos demonstrating the ODAR & A/C spreadsheet import process.