Designed with an emphasis on administrative case management, Dibcase goes beyond what other solutions offer at an affordable price point...
Case Management Customizations
- The ability to merge client data into any PDF form regardless of practice area
- User editable shareable forms to facilitate communication with clients
- Separate contact database to store details of medical providers, courts, doctors, etc.
- Dedicated functionality to record a client’s medical conditions, medications, and treatment
- Creating custom fields and field groups for special workloads
- Customizable deadline fields across practice areas
- A customizable lead stages workflow
- Tagging of clients, claims, documents, tasks, and contacts
- All activities are tracked by matter including notes, tasks, billable time entries, and more.
- Multi-step task templates for complex workloads
- Track employee activities and productivity with exportable reports
- Employee presence and status indicators right on our dashboard
- Employee roles with security limitations and access limits
- Employee work re-assignment functionality
- Assign client owners and visibility options on a per client basis
- Employee message board on dashboard
- Free custom email address for each employee
Social Security and VA Case Management Features
- Merge client and matter data directly into official SSA and VA PDF forms.
- We include hundreds of SSD & VA forms and letters ready for you to use
- Representation fee tracking customized for the SSD practice area
- Representation status tracking and reporting
- Detailed reports covering all aspects of the SSD claim lifecycle from representation to fee collection
- Importing SSA spreadsheets for automatic case updates
- Appeal and denial automations allows you to easily update cases and set deadlines
- SSD appeal deadlines appear on dashboard, calendar, and reports for security
- Advanced task templates for tracking claims processes