Creating Reports With Dibcase (Legacy)

[Admin]

Case management software needs to be flexible and reporting functionality is essential to properly managing your cases.

Dibcase has the tools and flexibility to allow you to create any kind of report that you need to manage your clients and caseloads.

You probably already have a list of reports that you use to control your cases. You can set those up in the Dibcase "Views" to facilitate those reports.

 

There are several ways to view reports in Dibcase

Method 1: Visit the "Reports" page on Dibcase to view some basic charts and graphs

Charts on this page show the following information:

1. Revenue per representative

2. Revenue per case manager

3. Billable hours

4. SSA active case distribution

5. New client referral sources

 

Method 2: To view more detailed claims information, visit the "Claims List Page"

On the claims list page you can filter by the following parameters:

1. Tags

2. Claim status (Active, Closed, Deferred, Lead, Rejected Lead)

3. Primary Representative

4. Case Manager

5. Representation Status

6. Claim Level

7. Fee Status

8. Appeals

 

You can also save "views" or edit and save which claims field columns are visible on the page. So, for example, if you are filtering for cases with pending fees, you'd want to select and save a view that show those fields. In the example below, we selected all relevant fee related fields and made those visible on the claims list page. You can toggle fields on and off to show or hide them as necessary. Once you've created a "View", you can save it as a template.

You can toggle fields on and off to show or hide them as necessary. Once you've created a "View", you can save it as a template. The image below shows some common Templates that you may want to create.

Once you've selected the proper template to view the fields you want and applied the proper filters, you can export the selected cases in .CSV format.

 

Finally, for more in depth analysis, you can "Export All Claims". This will export a spreadsheet containing all of your claims and associated fields and custom fields.

With this spreadsheet, you can use the powerful filters and tools of Excel to drill down your cases even further.

 

Example: You want see all of your "Active" cases pending at the "Reconsideration" case level and sort them by the "Recon File Date". This will allow you to see if you have any older outstanding "Recons" that you may need to inquire about with DAS. To make sure you see the fields that you want in the list, please select the appropriate fields and save them in a view.

 

See example view and filter setup below.

Once you filtered your cases, you can export the list as a .CSV file and print your results. You can create as many views as necessary to organize and export your data.

Finally, by exporting your claims list into Excel, you can filter by multiple fields. You could create for example lists such as:

1. Average attorney fee by year, by Judge

2. Win/Loss percentage by Judge

3. Average time at each case level and so much more...

You can also filter and export your client list.  With clients you can also filter by tag, status, intake source, etc.

 

Tip: You can use MS Word to filter and import excel spreadsheets for creating formatted reports, merge documents, and more.

Tip: You can view lists of custom field groups in Dibcase.

Note: We are still working on the export functionality for custom field groups