Dibcase Desktop Quick Reference

[Admin]

 

Number	Title	Body	Links
1	Search	Master search box. You can search clients and contacts by: 1.       Last Name 2.       First Name 3.       Last “4” of SSN 4.       Contact “Company” 5.       Phone number - use numbers only ext. "4042154517"
2	New Button	This button allows you to start actions and automations from any page in the application.
3	User Availability	Set your availability with this panel. Your status will appear in the “EMPLOYEES” dashboard panel if you are “visible” on the Dashboard. See “Employee List” page to toggle visibility for individual users.
4	Notifications	*Not enabled
5	Task Notifications	Shows tasks due 'today'
6	Menu Items	My Profile Page Firm Settings Page Log Out
7	Projected Fees	The total of all fees projected on all SSA claims. Set in the “Fees and Awards” accordion on individual SSA claims.
8	My Billable Hours	The total billable hours that you have generated for the selected time period
9	Active Clients	The number of your firm’s active clients as opposed to prospects, leads, closed, etc.
10	Active Users	The number of other firm users currently logged into Dibcase
11	Add Client	This “Quick Create” option opens the “New Intake Window” to add new clients.
12	Add Task	This “Quick Create” option redirects to the “Task List Page” and opens the “New Task” window.
13	Add Contact	This “Quick Create” option redirects to the “Contacts List Page” and opens the “Add Contact” window.
14	Add Event	This “Quick Create” option redirects to the “Calendar Page” and opens the “Add Event” window.
15	Add Document	This “Quick Create” option redirects to the “Document Template Editor Page” you can also go to the “Document Manager” page to create a document	https://app.dibcase.com/#/dashboard/document-manager
16	Add Call	This “Quick Create” option opens the “Add Call” window. This will allow you to log a call without visiting the client’s page and documenting a call. Select “Incoming” or “Outgoing” to document the origin of the call. Select the client the call refers to and any claim to associate the call with. Describe the nature of the call and add an associated billable time value.
17	Add Note	This “Quick Create” option opens the “Add Note” window. This will allow you to log a note without visiting the client’s page and documenting an action. Select the client the note refers to and any claim to associate the action with. Describe the nature of the call and add an associated billable time value.
18	Start Timer	This “Quick Create” option opens the “Add Timer” window. This will allow you to log time associated with a client or claim. Steps: 1.       Select Client 2.       Select Claim/Matter 3.       Activity (i.e. phone call, case review) 4.       Add Description 5.       Press “Start” 6.       When finished, press “Stop” 7.       Close the window with the “X” button on top right of panel 8.       On the “Are you sure?” window select “Save” “Cancel” or “Delete”
19	Add SSA Denial	This “Quick Create” option opens the “Add SSA Denial” window. This workflow automation allows you document a denied SSA claim. Steps: 1.       Select Client 2.       Select Claim 3.       The current claim level should appear 4.       Select “New Claim Level” 5.       Add the Denial Date of the notice or decision 6.       The “ADD” box defaults to 60 days 7.       The Appeal Deadline will auto-calculate the “Denial Date” plus the “ADD” value Add an optional Task Workflow Template if so desired.
20	Add SSA Appeal	This “Quick Create” option opens the “Add SSA Appeal” window. This workflow automation allows you document a denied SSA claim. Steps: 1.       Select Client 2.       Select Claim 3.       The current claim level should appear 4.       Select “New Claim Level” 5.       In the “Appeal Process Date” field, add the day the appeal was processed 6.       Add the “Re-Entry Number” to add complete the note entry 8.       The default time for processing appeals is 30 min.
21	Add Expense	This “Quick Create” option opens the “Add Expense” window Steps: 1.       Select Client 2.       Select Claim / Matter 3.       Add the Vendor / Provider 4.       Add the Item / Service 5.       Add the expense “Amount” 6.       Add Note   Note: Expense entries will appear in the “Ledger” tab on the client’s page.
22-29	RESERVED	RESERVED
30	TODAY’S APPOINTMENTS	Show all appointments for current calendar date. Also show appeal deadlines for SSA claims. Now has selector to appointments for current week
31	TASKS DUE	Show all tasks due for current selected time frame Options: Today This Week This Month Past Due
32	EMPLOYEES	Show all employees with visibility is enabled
33	MESSAGE BOARD	Show’s internal message between firm employees
34	DEADLINES	This panel shows all “Custom Fields” that are designated as “Deadlines” in the custom field editor
35	RECENT ACTIVITIES	This panel show all recent activities related to client and claims activity. This panel shows: New clients added Notes added Tasks added Appointments scheduled Records accessed Documents generated