Dibcase 101: Leads Stages
Dibcase 101: Custom Fee Agreements
Dibcase 101: Reports
Dibcase 101: From Intake to Fully Favorable
- Dibcase 101: The Dashboard
- Dibcase 101: ODAR & AC Importing
- Dibcase 101: New Client Intakes
- Getting Started and Dibcase Settings
- Importing Clients
- Document Templates with Word
- Word Merge Reports Demo
- PC Printing with Adobe Acrobat DC
November 14, 2020 - Adding custom PDF forms into Dibcase using an SSA fee agreement as an example. Highlights merge fields and advanced document edting.
October 17, 2020 - A walk-through of the leads intake process. Demonstrates a lead intake, creating custom lead stages, moving leads through the process and conversion to an active client.
October 17, 2020 - A walk-through of exclusive reporting feature. Demonstrates creating, editing, duplicating, assigning, and export custom reports based on client, claims, and contact data.
July 1, 2019 - A step by step walk-through of a sample claim. Demonstrates the claims process, tools, and automations used to manage the process. Demonstrates intakes screen, claims, automations, custom field groups, document generation, the records process, fee collection, and more. Running time 54 min.
*Note: We've added many new features since this video was created. Please refer to our newest videos for up to date features.
June 22, 2019 - An introduction to the dashboard panel with Today's Appointments, Employees Panel, Tasks, Recent Activities, and Quick Create buttons. Demonstrates how to use the Automated Denial workflow and more.
June 30, 2019 - Demonstrates how to import ODAR & AC spreadsheets and how to clear edits for a successful import.
This video covers the basics of doing an intake in Dibcase.
Configuring firm settings, color schemes, configuring representation package, attaching documents to clients and claims, previewing and printing documents, editing multiple documents
This video covers importing clients using excel.
This video covers creating merge documents and pasting from MS Word. Demonstrates adding client, claims, and contact fields to a document and merging and printing the document as well as attaching to the client once merged.
This video demonstrates exporting your claims data and merging it into custom reports in MS Word
This video covers merging and printing PDF documents in Dibcase. Most simple letters and basic forms can be printed directly to your printer, but sometimes multi-page complex forms should be rendered in PDF to ensure the document is formatted the way you'd like.