Training Video: Sample Workflow (06-2019)

[Admin]

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