- Use our internal template editor or import your customized PDF documents
- Includes standard SSA forms and your can import your own
- Merge fields from client, claims, contacts, and custom fields directly into your documents.
- Use your custom header and add your signature to documents
- Robust template editor allows you to create your own document from scratch or use our library of included samples to get you started.
- Use our Document Manager to easily search for and organize your documents by tags such as favorites.
- Copy and paste from Word documents directly into the template editor
Document Storage, Client Communication, & File Sharing*
- Create folders, navigate, and open Dropbox and GDrive files from Dibcase.
- Exchange files and messages securely through the Dropbox desktop or mobile app with clients.
- Request files from clients and share case updates
- Clients can upload documents, notices, and records from their phone to their secure Dropbox folder.
- 256-bit AES and SSL/TLS encryption
- HIPAA compliance & 2-Factor authentication options
- Email notifications when clients upload or comment on documents
Custom List & Report Builder
- Create custom lists and reports
- Generate reports from clients, claims, contacts, and custom field groups
- Get counts of cases that match your custom criteria
- Create an unlimited number of reports
- Export as .csv
- Examples: Initial claims pending over 180 days, cases with outstanding fees, leads older than 30 days, and more
Import Your OHO and A/C Spreadsheets
Simply download your spreadsheets from the SSA ERE website and Dibcase will auto-update all of the cases for you.
This Dibcase exclusive feature will save your firm a ton of time and eliminate data transcription errors.
Communicate more effectively with integrated Email and text messaging:
- Dibcase email boxes included with all subscriptions
- Manage messages with our integrated email manager
- Automated time entries added when messages sent and received
- Merge client and claims data with email and SMS templates
- Create your own email and SMS templates
- Send case updates via email or text message