*New Account Registration Link*

Support Procedures
1. The best way to submit bug reports is here - Our dev team reads the bug reports
2. For emergency issues, please register with the chat system on this website so we know how you are and we can responder faster
3. For non-emergency issues, please email us at support@dibcase.com
4. Visit our community page for helpful articles and instructions Here (https://community.dibcase.com/)
Free Training ResourcesCategory | Subject | In-App Help | Forums | Resource | User Manual | Notes |
---|---|---|---|---|---|---|
Documents | Document Assembly 101 | - | - | YouTube | - | 12/2022 |
Workflow | Dibcase Case Development Part 2 | - | - | - | 10/2022 | |
Workflow | Dibcase Case Development Part 1 | - | - | - | 10/2022 | |
Training Video | Dibcase Case Management 101 | - | - | Video | - | 10/2022 |
Training Video | Dibcase 101 Part 1 | - | - | Video | - | 09/2022 |
Training Video | Clause Library & Medical Summary Reports | - | - | Video | - | 08/2022 |
Training Video | Quick Start 2022 | - | - | Video | - | 08/2022 |
Modules | Quick Tip #03: Module Filtering | Yes | Article | Video | - | 02/2022 |
Modules | Quick Tip #02: Toggle Module Visibility | - | Article | Video | - | 12/2021 |
Pipelines | Quick Tip #01: Duplicating and Assigning Custom Pipelines | - | Article | Video | - | 12/2021 |
Pipelines | Setting up Pipelines & Note TemplatesNew | - | Article | - | - | - |
Workflow | Creating and tracking medical records requestsNew | - | Article | - | - | - | Webinar | Web Forms and Modules 10/14/2021 | - | - | Video | - | - |
Document Generation | Document Merge Templates With Word | - | Article | Video | - | - |
Forms | Using Client Forms | - | Article | Video | - | - |
Manuals | Dibcase User Manual - 09/2021 | - | - | Word | - | - |
Case Management | ODAR & AC Importing | - | Article | - | - | - |
Email & SMS | Email & SMS | Yes | Article | Video | - | - |
Intakes | Lead Stages | Yes | - | Video | - | - |
Forms | Creating Custom Intake Forms | - | Article | - | Yes | - |
Case Management | Creating Custom Field Groups and New Practice Areas | - | - | - | Yes | - |
Case Management | SSA Appeal & Denial Automations | - | - | - | - | Coming Soon |
Case Management | Adding Notes and Billable Time Entries | - | - | - | - | Coming Soon |
Reports | Report Generation | Yes | Yes | Video | - | - |
Portal | Client Portal Guide | - | - | - | - | |
Portal | Staff Client Portal Guide | - | - | - | - | |
Setup | Adding Employees | Yes | - | - | Yes | - |
Contacts | Adding Contacts | Yes | Article | Video | - | - |
Document Generation | Basic Document Generation Using Templates | Yes | Yes | Video | - | - |
Document Generation | Advanced PDF Document Editing | Yes | Article | Video | - | - |
Document Generation | Dibcase Merge Fields 2023 | Yes | Yes | - | - | |
Document Generation | Adobe E-Sign | Yes | Yes | Video | - | - |