*New Account Registration Link*
Once you register your account, please utilize the help resources below.
Please schedule a demo or sales call if you sign up for a free trial.
New accounts must be authorized before activation.
Contact us to see if you qualify for a free account.
Support Procedures
1. The best way to submit bug reports is here - Our dev team reads the bug reports
2. For other issues, please email us at support@dibcase.com
3. Visit our community page for helpful articles and instructions here (https://community.dibcase.com/)
4. Visit our YouTube channel at here (https://www.youtube.com/channel/UCZ9GDNPLebtyGs2shCXogmw)
Free Training Resources| Category | Subject | In-App Help | Forums | Resource | User Manual | Notes |
|---|---|---|---|---|---|---|
| Training Video | Document Assembly 101 | - | - | YouTube | - | |
| Workflow | Dibcase Case Development Part 2 | - | - | - | ||
| Workflow | Dibcase Case Development Part 1 | - | - | - | ||
| Training Video | Dibcase Case Management 101 | - | - | Video | - | |
| Training Video | Dibcase 101 Part 1 | - | - | Video | - | |
| Training Video | Clause Library & Medical Summary Reports | - | - | Video | - | |
| Training Video | Quick Start 2022 | - | - | Video | - | |
| 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 | - | - |