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Training Video: Sample Workflow (06-2019)

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The Sample Dibcase Workflow Video Index

LINK TO VIDEO

  1. Client calls to setup initial appointment (disabled adult pre-claim) (00:00)
  2. Setup initial consultation (:31) 
  3. You decide to accept the client and do intake (2:19)
  4. Adding claims information (7:10)
  5. Adding Conditions, Medications, and Providers (9:23)
  6. Printing the representation package (11:05)  
  7. Send the rep package sent to SSA (13:44)
  8. Adding your first task (16:52)
  9. Creating a task template (18:26)
  10. Follow up made to confirm filing (19:38)
  11. Adjudicator letter received and confirming representation (21:15)
  12. Forms and CE exams scheduled
  13. Claim denied (Initial denial workflow initiated) (22:40)
  14. Sending initial denial acknowledgment letter (24:56)
  15. Filing the appeal (Appeal workflow initiated) (26:27)
  16. Recon Denied and Hearing Filed (27:49)
  17. ODAR Import (30:42)
  18. Hearing Scheduled (Add to calendar)
  19. Template editing (35:00)
  20. The medical records ledger (36:18)
  21. Tracking medical records (37:53)
  22. 5-day letter sent (41:23)
  23. Pre-hearing brief (43:09)
  24. External documents (43:53)
  25. Post-Hearing development (44:45)
  26. Deadline custom fields (45:30) 
  27. Custom field groups (45:55) 
  28. Record compete (FF Decision) (47:11) 
  29. Add fees data and fee projections  (47:48)
  30. Fee Tracking (48:56) 
  31. T2 fee check comes in and closing claim (50:00)
  32. Closing the claim (50:38)
  33. Changing the client to prospect (51:00)
  34. Client tags (51:15)
  35. Sticky Notes (51:34)
  36. Adding links (52:10)

*NOTE: We've added many new features since this video was released in June 2019.

LINK TO VIDEO

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