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Getting Started & Dibcase Settings

Dibcase 101: The Dashboard

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.

Getting Started & Dibcase Settings

Configuring firm settings, color schemes, configuring representation package, attaching documents to clients and claims, previewing and printing documents, editing multiple documents

New Client Intakes

This video covers the basics of doing an intake in Dibcase.

Importing Clients

This video covers importing clients using excel.

Document Templates with Word

This video covers importing clients using excel.

The Dibcase Dashboard

This video covers the Dibcase dashboard panels

Word Merge Reports Demo

This video demonstrates exporting your claims data and merging it into custom reports in MS Word

PC Printing with Adobe Acrobat DC

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.