*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

  • Use our onboarding help app to learn important workflows

    • In-AppHELP



    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 Resources
    Dibcase Training Resources
    Category Subject In-App Help Forums Resource User Manual Notes
    Documents Document Assembly 101 - - YouTube - 12/2022
    Workflow Dibcase Case Development Part 2 - - PDF - 10/2022
    Workflow Dibcase Case Development Part 1 - - PDF - 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 - - PDF - -
    Portal Staff Client Portal Guide - - PDF - -
    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 PDF - -
    Document Generation Adobe E-Sign Yes Yes Video - -
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