Accounts - Premier Integrity Solutions
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1. Billing 1 aM ere fp icon to add a Billing 2 Phone O Stockton KY 48975 Cae new sub account rx L 1 Cm Consortia Other Member Nota Consortium Member Hide Date En rolled 8 Date InActive Options Te Mode FMCSA MDOT Regulated _ Randoms Participates i in Random Selections Acct Active i Not Active E Randoms Randoms Misc i EX Address Mat Lj Acct Links Me rn MRO Opts y Resources ey e dh Admin Account Contact FYI ALL Clients pz i s d DER Random Coordinator This Account Not Active The first line titled Other Accounts for this Client is available when a client has multiple accounts You can switch to another client account by choosing the other account in the drop down menu and then pressing the Go icon S Other Accounts for this Client Acme Delivery Services Ki m Account No Account Reference 195 Non DOT 2551 South Hoover St Phone 213 747 7529 Los Angeles Fax 562 555 1212 Consortia Member Acme d Date Enrolled 7 Sep 2007 ks Mode USCG DOT Regulated Date InActive 23 Jan 2008 E _ Randoms EE in Random Selections s AcctActive Not Active 8 Page Add another account for the current client by clicking on the Plus icon Ir A client can have multiple accounts i e DOT and Non DOT The Account Reference icon Ej identifies the account It is especially important when a client has multi2. 7 2008 DOT Common 6 12 2008 Account 5 22 2008 Account i OB is 17 Page Generate a Compliance Random Occasionally your random selections will include personnel who are no longer employed A compliance random will pick additional people from the personnel list as it originally existed when the random was generated The operation will exclude personnel who were previously selected If the random selection was for a consortium the compliance random will only choose people from the account through which the operation was requested Click on the random selection from which you would like to pick additional personnel Click the Open icon 5 To print the random selections you can click on the Print icon amp Select the company representative to whom you would like to address for mailing and then click on the random selection you would like to print Choose the address position template to control the position of the address block to insure the address appears in the window of the envelope See Other Data Address Position Templates to manage address positioning To email the random selections you would click on the Email icon J First click on the employee representative that should receive the random selection and then click onto the random selection you would like to email Client Management Editor Misc Page HR personnel data management systems can identify an employee s location by a number of factors
3. Use the Major Minor and Other Fields if you need to import personnel data from an HR system for multiple clients and accounts in a single request If an employee record has the same major minor other identifier as specified for the account the personnel record will import into that account Not all systems allow for Global Imports Call support for assistance Company s AKA Also Known As Personnel Global Import Codes Personnel Data Captions E Major Section l Caption 1 Location 32 chars Minor Build R Caption 2 Miscellaneous 32 chars Other TROO4 18 Page Caption 1 and Caption 2 fields are user defined fields for personnel records that are provided If user defined captions are not provided the default captions are Location and Miscellaneous for Caption 1 and Caption 2 respectively Thirty two 32 characters can be entered for these captions You can import or manually input data into the Location and Miscellaneous fields for personnel data Some clients require a different reference heading for these data items The captions entered here will be used as headings for those items The items are always included in random selection reports if the data for those items are been specified for the records Use the Location amp Misc fields and these captions to accommodate your client s special needs The Lab Account Caption EDI field is displayed on the Test Result Report Lab Acct No is
4. drop down menu allows you to select the default MRO Custody and Control forms are generally reference the MRO sR MbBreReF eer ORE p s DER Chain of Custody Recipient i i Client ABC Company E P Login ID Cr987 Enabled Disabled m a sd Date InActive irs Select the Cllant a TPA Active Not Active Select tne CHent s o Save Date Enrolled E M Account Other Accounts for this Client XS Account No Account Reference De hos UU Billing 1 W789 Cherry Tree Drive Phone Stockton KY 48975 Other tab will B 9 rx 1 take you to Cal Consortia Cli t Member Nota Consortium Member jHide Date Enrolled a len i Oo ECC Mode FMCSA MDOT Regulated Date InActive 17 May 2011 H Man ageme nt _ Randoms Participates in Random Selections Randoms dcl Default Page Client Representatives Admins DERs Contacts dis fg Name Phone Fax Address Mat a Reese Rossi 555 365 1231 tas Acct Links 00 P MRO Opts Resources J dh Admin Account Contact FYI Q ALL Clients E Dew d DER Random Coordinator This Account Not Active Harold Budd Lab LabExpress MRO WSLabs 6 Page Accounts The account page is divided into three sections Client Sub Account s and Company Representatives Contacts Client Section The client s company name is entered here Each client must have
5. gnore Actwe Status ih UI Last Name First Name U Phone e a O On Select Go Te Status Active NotActive Active amp Search for S e Help How to Use the Client Management Resource 3 Help How to Get Things Done New Client y Optio ns and C Click the arc ch Button Chick here to manage Company selected above No of Clients in your DataBase 2 Active 2 Not ERI Use Beta System NOTE Use the Beta Sys ONLY IF you ve E coss Done Internet Protected Mode On a AOR gt Click the Plus icon on to add a new client to the system Each Client represents a company and each company can have one or multiple accounts A personnel list corresponds directly to an account For example a company may have a DOT and a Non DOT account The Client and its sub account is established when the basic information has been saved The next screen will provide full client management resources billing client representatives random selection parameters consortium membership other addresses mailing shipping billing and misc notes and more First click onto the Client Mgt FLASH tab Then click onto Add New Client Using the New Client entry screen you are able enter the basic information that establishes a new company and its first sub account 2 Page This is an overview of all fields on the New Client Entry screen New Client Enter the Client Company Name Date Enrolled This is the date y
6. have their own address If a DER s address is different than the Mailing Shipping or Billing simply add the address under Address Management and assign it to the DER in the DER editor In any case choose an address for each DER to accommodate mailings You have to declare at least one address as a Mailing address for every Client sub account If only a single address has been specified for a client and declared as the Mailing address it will be used for Shipping and Billing too Phone and Fax Every address can have a phone and fax You can also specify separate phone numbers for each client representative Billing Header 1 and 2 Clients often require invoices to be mailed to a specific department and or to a specific individual Use the two billing header lines to accommodate this need If one or both header lines are specified the system will include the lines as part of the billing address Click the Edit icon to edit the address Click the Add icon ur to add a new address for the client Accounts Payable P John Mathews mM OO Use Address City State Zip oF 2551 South Hoover St Los Angeles 90007 736 Fickle Hill Rd Arcata CA 92551 USE M Postal Mailing S Shipping FedEx DSL etc B Billing 20 Page Recording a Collection If you perform collections create a Collection Site See Other Data for each location from which you want to record a collection Each user must be assig
7. invoice and do not appear separately Alcohol Screen and Confirm Alcohol tests can be billed in two parts If an alcohol test is recorded the fee associated with Screen will appear on the invoice If the donor submits to a confirmation test and a confirmation level is recorded the fee associated with the Confirm will be added to the invoice If an alcohol test is resulted as Positive then the Positive Surcharge will be added to the invoice All associated alcohol fees for the test are added together as a single line item on the invoice and do not appear separately Use Test Panel Fees Checkbox You can bill according to the panel of substances tested If you select this option the fee specified for each panel replaces the Client Fee for substance testing see above The Positive Surcharge fee is billed if specified for tests recorded as Positive If this option is checked for an account the system will not include a test result for invoicing if a panel has not been specified for the test or if a fee was has not been specified This option must be checked for each account for which panel fees are used instead of the Client Fee for Substance see above Standard Panel Pricing You can specify a default fee for every panel in the system see Other Data Panels You can also specify a different fee for every client for every panel if you need to have different pricing for selected client accounts If you check the box to Us
8. one or more donors were unable to be tested Misc The default caption for two user defined fields are Location and Misc Data You can change the captions for each account If populated these two fields appear on the random selection summary report The column headings are replaced with the captions specified for the account Address Management This is the representative to whom you send random selection results and update you personnel list mailings You can print for postal delivery all active personnel for every account in a single request Every account personnel list is automatically addressed to the account s random coordinator An account can have one and only one random coordinator Resources Generate randoms review random selections previously generated generate test result reports and more Collections Use the collection page to record collections for any account 5 Page Client Management Default Page Chain of Custody Recipient drop down menu allows you to order chain of custody forms from the lab Generally the forms are delivered to a specific person for the account Select the company representative here The contact will be a preset in the resource for ordering chain of custody forms so you won t have to remember to whom they are sent The Lab drop down menu allows you to select a default lab Custody and Control forms are generally ordered from this lab The MRO Medical Review Officer
9. the current account The standard fee is displayed along the side for easy reference Click the Remove icon 2 to remove that panel from the account The system will user the standard fee when that panel is used in future testing 15 Page Client Management Editor More Options Page NOTE The following are yes and no options FYI For you information Agreement Use this option to keep track if an Agreement with the Client for the Account has been provided FYI Policy Use this option to keep track if an Policy was provided to the Client for the Account FYI Owner Operators Instead of opening a separate client and account for every owner operator create a single client account and manage all owner operators under that account When you generate randoms from a list of owner operators you can print a different notification letter that is addressed for mailing to the owner operator as an alternative to the standard notification letter that addressed to employee DERs Vessel Names If an account represents a list of maritime vessels click Yes for this option The personnel editor for the account is modified to allow a single name that reflects the name of the vessel Disable Imports This option allows your clients with access to the account to import data into the account s personnel table If a client routinely gets personnel data from their HR IT department this option allows users to update their personnel rosters ea
10. with the report Disable Display of Released Test Results on DER login Click this option to disable the display of Test Results not yet acknowledged as Reviewed by the DER This option can be useful if your clients are receiving test results from an MRO Medical Review Officer Use this list to resolve missing donor names from EDI Data DOT results typically do not include donor names You can use a dummy account to enter donor names When the EDI resource correlates Lab data with existing personnel records it will check the list to get missing names so reports include donor names Client Management Editor Randoms Page Recent Random Selections The most recent random selection for the account are available for review printing email and picking additional employees for a compliance random If the account is a member of the consortium recent random selections for that consortium are shown If the account is not a member of a consortium recent random selections for the account are shown In the unusual case that randoms have been generated for both the consortium and exclusively from the account then both sets of recent randoms are displayed For example the randoms generated on 4 7 2008 was generated from the DOT Consortium while the random generated on 6 12 2008 was generated solely from the personnel in the account Recent Random Selections Address Position Control Date Selected From E 10 4 7 2008 DOT Common 4
11. TABLE OF CONTENTS Adding a New Client and Sub Account sss Page 2 3 Client Management Editor LLL Page4 5 Client Management Default Page ss LLL Page 6 Accounts LLL Page 7 11 pou a ra Page 12 Billing LLL Page 14 15 Client Management More Options Page Page 16 17 Client Management Randoms Page iti Page 17 18 Client Management Misc Page sss Page 18 19 Client Management Address ManagementPage i iwi Page 20 AFocusonRecordingaCollection _ _ ss Page 21 22 Introduction SecureTox is a comprehensive web based software that lends itself to fulfilling all program management responsibilities necessary to run a successful drug and alcohol testing business It is complete with account and client management billing consortia management pool generation reporting capabilities and more The SecureTox User Guide will provide a resource to help you quickly learn and maneuver this data management software 1 Page Adding a New Client and Sub Account fr SecureTox DRUG TESTING MANAGEMENT amp COMPLIANCE Saas Client MGT ooe usramcons aesuursner err Flash tab on Acou ner O serca esoe omenoma Umum 0 Home page Edit Tests Collections EDI Msg Board Test Dates Sched Tests Comment Tutorials E os E Client Management Search for a Client Sub Acc Links a Search by P E aeaeee Show All Sub Accts E pe LA Account Reference Payments Actve Only Not Active Only
12. a unique Login ID Each program users the Client Login ID to identify the company and restricts data access to only that company s data You can assign access to Client Reps across client boundaries if you designate a Client Rep as For All Clients see contact editor and assign the client Rep to specific accounts within another client s area From the editor click to learn more about client login n lent LJ Acme Shipping q Login ID acmedelivery Enabled Disabled eu iate InActive 23 Jan 2008 Active Not Active Date Enrolled 30 Apr 2007 8 The Enable radio button allows clients to login to their account The Disable radio button disables login for all client representatives for all sub accounts defined for the client The Plus icon allows you to add a new client The Magnify icon 5 allows you to return to the client management home page and search for another client The Floppy Disk icon x allows you to save any changes made to the client section 7 Page How to Add Client and Client Sub Accounts Click the Plus iei Client ABC Company TF e Login ID cros Enabled Disabled a icon to add a Date InActive E r n new client from E Active Not Active Select the Client s TPA Save J Date Enrolled A LCDAT ihe this screen accu d Other Accounts for this Client n MZ Account No Account Reference Notes Click the Plus 103 gt
13. count 12 Page Billing The Billing page is divided into three sections Testing Fees Other Billing Information and Annual Administrative Fees The billing feature within SecureTox has integration capabilities with other accounting software i e QuickBooks Billing Management invoice Data CONSORTIA MGT LIST RANDOMS RESULTS MGT BILLINGMGT ACCOUNT MGT CLIENT MGT SEARCH PERSONNEL OTHER DATA UTILITIES 1 Enter a Calendar Period for the Report I Today Jan Feb Mar April May June July Aug Sept Oct Nov Dec From 01 01 2011 gj Yesterday GIiolo l II HPIOlOoOloloelolso I eS D D D a C ps z Current Month OI 651 I 06 02 2011 mi Es a To E5 lt Last Month 2011 X Year to Date 2 Choose a report for Period Specified E3 Report Monthly Payment Clients Personnel Counts ER E Report Collection Receipts Donor Payments Automatic Invoicing System Call for Assistance y Automatic Invoice Generation ALL Accounts GJ Show Invoices by Date Generated 3 Show Accounts with Balance Due by number of days overdue Preview m Report Test Results Drug amp Alcohol that will not but maybe should accumulate to an Invoice fS Report Test Results that WILL Invoice K Show Line Items to Invoice 3 amp Auto Generate Invoices Search for an Invoice e Billing Report Utilities E3 Show Accounts specif
14. displayed if a caption is not provided Some Clients might find the lab account number useful if the caption is modified to suite their expectations Federal Certificate Number field Some DOT agencies issue Federal Cert No This item is FYI No reports are currently available for this data item Federal Certificate Date field This is a field to document the date Federal Certification Number was issued This item is FYI No reports are currently available for this data item No Handbooks field this field allows you to keep track of the number of handbooks an account has been issued No reports are currently available for this data item Company AKA Occasionally a Company may change its name After years of providing service users can often forget the new company name This field allows you can enter to previous name The search resources will search by the current company name as well as the AKA The AKA is for the Client Company name not for each sub account Company s AKA Also Knov Acme Big Bubbles Use this Accountfor the System Default or House Account Use this list to resolve missing donor names from EDI data 19 Page Client Management Editor Address Management Page You can establish any number of addresses for each client Every address can be assigned to a sub account for three different purposes Mailing U S Postal Service Shipping Non PO Boxes for FedEx and Billing Every client representative DER can
15. e Test Panel Fees the system will first retrieve the standard fee for the panel used in the test If pricing has 14 Page been specified for that panel for the client account the fee specified for the client account is billed For example if an employee donor is tested using the Petroleum 10 Pane STDSS Panel Pricing below 48 50 will be billed see Standard Note The Petroleum 10 Panel does not appear in the grid on the left Standard pricing applies If the donor for this account is tested using the Ten Panel Plus Alcohol the system will bill the account 52 00 instead of the standard 48 00 The Ten Panel Plus Alcohol appears in the data gird on the left Vi Use Test Panel Fees not Substance Fees see above Account Panel Pricing Standard Std Panel Pricing Amt Std Panel Sta Panel Ten Panel Plus Alcoho Federal Drug Test Ten Panel Drug Screer Ten Panel Plus Alcohol Five Panel Plus Alcohol Five with Levels Breath Alcohol Test Federal Drug Test Five Panel Drug Screel Petroleum 10 Panel Ten Panel Drug Screen ef af af of of of Five Panel Drug Screen 2 Click to remove an item from the llist E Click to add an item to the Hist When you click the Add panel icon on the right of the panel the panel will appear in the data grid on the left for the current account Click into the cell under Amt S and enter the price to bill for that panel for
16. ied as per Account pricing E Show Accounts specified as default DOT pricing E3 Show Accounts specified as default NON DOT pricing EJ Show Accounts specified as default per Panel pricing Testing Fees You can specify Default DOT and Non Dot billing rates Simply go to Account Mgt Billing to set these rates For each client and or account you can specify if the account s rates are determined by the default rates or specifically for the account JL Default Non DOT Substance Screen Confirm Default DOT Client Fees Fite E 11 00 11 00 SperAccount Positive Surchage 13 00 500 Positive Surchage 13 Page By selecting the Default Non DOT radio button you are associating your default Non DOT rates found in Account Met gt Billing with the account The Non DOT fees will display when selected By selecting the Default DOT radio button you are associating your default DOT rates found in Account Met gt Billing with the account The DOT fees will display when selected By selecting the Per Account radio button you are associating rates specified for this account You are able to specify fees once this radio button is selected Fee Components Substance fee Each drug test will be billed at the fee specified as the Substance Fee If the test result is recorded as Positive the Positive surcharge will be added to the invoice All associated substance fees for the test are added together as a single line item on the
17. it icon edits the contact profile for the selected contact Click the Add Contact icon c to add a new contact This Services icon e allows you to login to services as if you were the selected contact This will log you out of your admin session The Email icon A allows you to set the email login parameters for the selected contact See other data to manage the email standard message The message is always displayed for editing before it s sent 10 Page The Email Personnel List icon Ae allows you to create the email personnel list for the selected contact The Print Personnel List and Add Delete Form icon m allows you to print the personnel list and add delete to form The Email Personnel List and Add Delete Form icon A allows you to email the personnel list and add delete the form to the selected contact The Review icon k allows you to review account assignment for the selected contact i Leer dh DER ff Random Coordinator This Account Qi Not Active The ICONS Client Premier Demo Accts CS e Randomize to the Login ID premier s Enabled Disabled CE Date InActive rz Select the Client s TPA Gh Randoms right of sa Date Enrolled Its mM wee im E i BH ss es 9 Report Results the page Account Other Accounts for this Client DrugFreeWorplae b have Notes Account No Aucun Reference ERES 4 Uncollected Randoms 100 DrugFreeW
18. m coordinator An account can have one and only one random coordinator Save Click the save icon to add the client and its first sub account to the data base You will automatically navigate to the main client management screen for the new account see below 3 Page Client Management Editor Client ABC Company qr o P Login ID cros7 Enabled Disabled cE lt e Date InActive m P Active J Not Active Select the Client s TPA Save Date Enrolled rs Y Account Q Other Accounts for this Client v 9 Account Reference Notes Account No eu mo ee Billing 1 i 789 Cherry Tree Drive fp Phone Stockton kv 48975 Billing 2 96 Ctrl Z Consortia B Member Nota Consortium Member v Hide Date Enrolled Tu H Options Mode FMCSA v MDOT Regulated Date InActive 17 May 2011 _ Randoms Participates in Random Selections Acct Active Not Active ER Randoms p Client Representatives Admins DERs Contacts E i m Ed dis EY Name Phone Fax E Address Mat W 9 wv m Acct Links N D j MRO Opts Resources J dh Admin G Account Contact FYI o ALL Clients pg E iS d DER Random Coordinator This Account Not Active m m close Editor Overview The client account are managed through the buttons on the left Click each button to open the page that provides data utilities for that area of the client account profile The button with the left arrow sy
19. mbol next to it is the current page that is selected In this example the Account page is the current page Account Manage sub account access consortium membership review company representative change client and sub account active flags and more Notes Enter notes about the company and notes about the account When you switch between client sub accounts the same Client Notes are available for review and editing while the Account Notes reflect the current sub account for that client Billing Manage billing for the account Percent Control Manage the annual random selection targets for the year for the account If the account is a member of a consortium the annual targets are controlled through the Consortium Mgt resource 4 Page Other Specify default settings for lab Medical Review Officer MRO and Designated Employee Representative DER More Opts Federal Certificate No amp Certification Date No of Handbooks provided Remote ID and other Yes No options for Agreement Policy Owner Ops Vessel Name Disable Imports Personnel Active Not Active date requirements Employee vs Contractor specification automatic creation of drug test result records for each random selected personnel Limited Randoms Review the most recent random selections generated for the account or the consortium to which the account is a member for printing emailing to a company representative or generating compliance random when
20. ment information To Record a Collection e Search for the Donor s Employer e Click the On Select Go To Option Collection Data Entry e Click the Open icon IS to go to the management screen e f you forget to choose the On Select Go To you can click the Collection Button from the Client Management area after clicking the Open icon Pre Employments Post Accidents Follow Up Testing etc The employer can use his or her online access to easily record a Test Request The test request resource provides an Authorization form the employer can give to the Donor On the form you ll find the Test ID printed on the form You can use the Test ID to retrieve the existing record the donor s name will be pre entered as well as other testing requirements When the employer representative is in the system the collection resource can send the employer an email with the results of the test for fast test result reporting when instant tests are used Random Testing You can send the results of random selections to employers by email The email includes the list of people selected and can include the Notification of Testing form The notification of testing form includes the Test ID 22 Page
21. ned to one or more collection sites from where the user logs in and record donor collections See Account Mgt for collection site assignments If you re assigned to multiple collection sites choose the collection site that reflects your location when recording a collection see Your Collection Site s Click the Save icon to save the collection record Collections are saved as Not Released Released test results are available to the Client upon log in You can immediately report the results of the test by email see below Test results can be released in bulk as a part of your general workflow See Results Mgt to release test results If the donor has a Request for Testing or a Notification Letter for random selections you ll find a Test ID on the form The Test ID uniquely identifies the record in the database Enter the Test ID it s all numbers and click the icon to retrieve the donor s name and employer Collections must be recorded for a specific client account Create a client as a House Account to record general collections for Walk Ins if needed When you finish entering the collection you can print a report to give the donor To do so click the Report icon ES and print a collection report with payment information if the donor is paying for the drug test The payment is recorded as PAID See Billing Mgt to report paid collections for the day Each paid collection is recorded as an Invoice that s been paid See Accou
22. nt Met gt Billing for account default fees You can also assign fees for each client if the client fees are different than the account default fees client fees take precedence over default account fees The substance fee accumulates to the total only if a Substance Test Type Urine saliva etc and a Panel are selected You can impose separate fees for both the Alcohol Screen and the Confirmation test The fees are applied to the total only if an Alcohol Test type is selected The fee for the screen is applied if a value for the Screen Level is entered including a value 0 The fee for a confirmation is applied if a value for the Confirmation Level is entered including a value O If any fee is waived remove the value from the field delete the numbers so the field is blank The substance and alcohol tests have minimum entry requirements in order for the test fees to accumulate to an invoice total 21 Page Substance Test Requirements e Test Type Urine Saliva etc e Panel NIDA 5 5 Panel etc e Results None Negative etc Alcohol Test Requirements e Test Type Breath etc e Screen Level Enter a screen level detected including 0 is no alcohol is detected e Results None Negative etc Click the Print icon to print a collection report without payment information Click the Email icon S to email a collection report to the employer representative The emailed report is identical to the printed report without pay
23. ons are generated for the consortia in which the account is a member This option is used for some reporting features The Date Enrolled icon E is used when a client has multiple sub accounts It allows you to keep track of when an account is enrolled The enrollment date is used when issuing compliance certificates The Date Inactive icon E is used when a client has multiple sub accounts It allows you to keep track of when the account is turned inactive 9 Page The ACCTActive radio button allows you to set an account as active The Not Active radio button allows you to set an account as not active Not active accounts do not show up is search requests unless the option to show Not Active accounts is selected The Client Representatives and Contacts Section You are able to manage a list of client representative with this section Each client representative can login to their account and review data personnel test results random selections If a client has multiple accounts you can limit each client representative to one or more accounts To edit the client representative name click on the icon to the left of their name Name Harold Budd Phone Admin Account Contact FYI Across ALL Clients Random Coordinator This Account Not Active NOTE The following icon descriptions are initiated for the selected contact Click on the contact name in which you would like the icon actions to apply The Ed
24. orkplace 000000000 Billing 1 Ep Personnel Various Billing 2 Recent Random Selections Address Position Control Q M Email Personnel fu n ct I Oo n S sP 05 16 2011 Account B described _ Defaults _ ge E Invoice Control More Opts az in red um iR Lig Add a Charge Misc 3 e p Admins DERS oes s EE Request a CCF Address Mgt 9 H dh DER Mike Bunch Lis CCF Request History Acct Links i 009 XP Issue a Compliance MRO Opts Resources u amp dmin Account Contact FYI ALL Clients Ez EDI Accounts Clinics Collection Site 11 Page Notes Account Notes This area reflects notes specifically about the account If a client has multiple accounts for example DOT and Non DOT the notes saved for each account will display when that account is active in the editor The client notes below will be the same notes regardless of the current account you re editing The client notes will change to a sub account for a different client Client Notes Client Notes will display for each sub account only notes saved for the account change between accounts managed in the editor Account Notes Use this area for notes aboutthe account O Client Notes Clients with Multiple Accounts Note Displays for ALL Accounts Use this area for notes aboutthe client If a client has multiple accounts the notes entered here are displayed for each account while the notes above will reflect notes specific to the ac
25. ou enrolled the client to provide service Account Reference If a company has multiple accounts enter a name that references this account example DOT or Non DOT If each account represents a different location then enter the location as the reference for the account Address This is the main mailing address for the client If the client has multiple accounts enter the address for the first account identified by the account reference Each account can use the same address Company Rep Enter the first and last name for the first company representative who will have access to information for the account Admin If a client has multiple accounts an Admin will have access to all accounts for the client DER If a client has multiple accounts representatives established as a DER will have access only to those accounts to which he or she has been specifically assigned If you choose DER in the new client screen the company representative is automatically assigned to the account Other This establishes the representative as simple company contact Representatives identified as other can be given the same access privileges as a DER Random Coordinator This is the representative to whom you send random selection results and update you personnel list mailings You can print for postal delivery all active personnel for every account in a single request Every account personnel list is automatically addressed to the account s rando
26. ple accounts Account No is assigned automatically Every account is identified by a unique number The Open icon is displayed if you enter another account number Click Open to open the account identified by the new account no The I Bubble icon 9 is the area where the account mailing address is located By clicking the icon you can manage addresses for the account Every address has a phone and fax component The phone and fax associated with the mailing address are displayed for you convenience Consortium Management drop down list _ allows you to choose the consortium from the dropdown list which this account is a member By selecting the blank item this removes the account as a member Consortia are managed from the main menu by clicking on the Consortia MGT tab There is a DOT Regulated checkbox to be selected if the account is a DOT Department of Transportation account When DOT is checked observed substance levels quantitative values are not reported only qualitative values i e positive negative etc If the account is a DOT account you can further specify which type by choosing a Mode for the Mode drop down menu for example FMCSA FAA FRA etc If the appropriate Mode is not included in the list see Other Data from the application menu after you ve logged in The Radom Selection checkbox allows you to identify if an account needs to have random selections generated or if random selecti
27. sily If a personnel list is updated by import all tracking of personnel status i e when an employee status is changed from active to not active is lost Dates Required Personnel Active Not Active If you are strictly managing when an employee is Active and Not Active for DOT purposes you ll want to set this option to yes Date Compliance Personnel Active Not Active If you are strictly managing when an employee is Active and Not Active for DOT purposes you ll want to set this option to yes Clients will not be able to set the Not Active date for personnel prior to the last random generated for the account Distinguish E mployee vs C ontractor Some Client accounts strictly differentiate between an Employee and a Contractor Set this option to Yes for this distinction Login as a client to see how this option affects column headings for these personnel lists Limited If you do not mange test results for an account and have no need to review test results for the account set this option to Yes When the option is set to yes drug and alcohol test result records are not automatically created for each person picked in a random selection 16 Page Disable Quantitative Levels Results Report for the Substance and Alcohol Test will not show Levels Detected Disable DER Section Results Report for the Substance and Alcohol Test usually includes the Primary DER for the account Check this option so DER information is not displayed
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