escreen Setup and Usage Instructions

Transcription

1 escreen Setup and Usage Instructins The FRS escreen mdule prvides the capability fr yur clients t request drug screening services fr their subjects directly in eclientlink. This includes multiple specimen types such as urine, hair, bld, etc. as well as specific regulatry tests such as thse required by the Department f Transprtatin. The subject s zip cde is used t find screening centers in the lcal area based n the test type. Tests which are scheduled prvide a receipt, as well as an t the applicant infrming them f the scheduled time, and the clinic infrmatin. escreen features are as fllws: I. Setting up credentials fr using the escreen mdule II. Setting up the Drug Screening Packages that will be available fr assignment t yur Clients III. Assigning Drug Screening Packages specific t each Client s needs IV. Schedule a Drug Screening fr an applicant within the eclientlink website. Each f these ptins is cvered in detail n the fllwing pages

2 I. Setting up credentials fr using the escreen mdule 1. T activate yur escreen mdule, yu must be licensed fr eclientlink Advanced Feature Set #7. 2. Cntact the FRS Sales Department fr help in getting yur licensing and Accunt Infrmatin. 3. When yu have btained yur licensing and Accunt Infrmatin, the escreen Setup screen may be accessed as fllws: On the Ribbn menu: Select Setup frm the main FRS menu acrss the tp Select the On-Line Services categry and then select the escreen Drug Testing ptin frm the sub-menu. On the Original menu: Select Reprts frm the main FRS menu acrss the tp Select the escreen Drug Testing ptin The fllwing screen is displayed: Click n the Edit buttn in the screen shwn abve and the Client Name, Client Number, and Client Lcatin fields will becme editable fr yu t enter yur credentials. II. Setting up the Drug Screening Packages that will be available fr assignment t yur Clients Click n the Set Up Drug Screening Packages buttn n the Setup screen abve and the fllwing Maintain Drug Screening Packages screen will be displayed:

3 On this frm yu may Add, Edit, and Delete Packages that may be assigned t yur Clients making them available fr rdering at yur website. Click n the Add a Package buttn and the fllwing screen will be displayed: Select a Package frm the list and the Descriptin will be autmatically filled fr yu. The Descriptin may be mdified as desired. Nte: this Descriptin will be used at the web site fr scheduling drug screenings. When this screen is displayed, nly Packages that yu have previusly set up with escreen and the mst cmmn screening packages are shwn in the list. T see all Available Packages, check n the Shw All Available Packages and the list will cntain all Packages that escreen has available. Set a Display Order t specify the rder this Package will be displayed amng yur ther escreen Packages at yur web site. Click Save t add this Package t the available package list r Cancel t leave withut adding the package. T edit a previusly added Package, highlight a Package in the list and click n the Edit buttn. The fllwing screen will be displayed:

4 On this screen, yu may nly change the Package Descriptin r Display Order. After making yur changes, click the Save buttn t keep changes r click the Cancel buttn t exit the Edit screen withut changing the Package. T Delete a Package available fr yur clients, highlight a Package in the list and click the Delete buttn. The fllwing message will be displayed: Cnfirm the Deletin f this Package. Nte: if yu have previusly assigned this Package t ne f yur clients, the fllwing message will be displayed instead f the ne abve:

5 After yu have added all the Packages yu need, yu may quickly assign the Display Order alphabetically fr the Package Descriptin field by clicking n the Re-Assign Order by Alpha buttn. This actin will re-assign the Display Order starting at 50 and incrementing by 5 fr each package that has been added t yur list. The fllwing screen shws what the setup screen lks like after rdering the tw packages by alpha ( My 10 Panel was riginally in the first rw): III. Assigning Drug Screening Packages specific t each Client s needs Select Setup frm the main FRS menu acrss the tp Select the Maintain Client List ptin frm the Setup Menu Edit a specific Client; click n the Advanced Settings tab; click n the Assign Drug Screening Packages buttn n the bttm f the screen and the fllwing screen is displayed:

6 When the Available Packages list is clicked pen, yu will nly see the Available Packages assigned at the Setup level, similar t the fllwing snapsht: When yu select an Available Package, yu may Add it Fr this Client r Fr All Clients. Likewise, yu may Delete an Available Package Fr this Client r Fr All Clients. When Packages have been assigned t yur client they will appear in the Assigned list like s: IV. Scheduling a Drug Screening using eclientlink The fllwing steps are used t schedule a drug screening frm within eclientlink. 1. Lgin t eclientlink and navigate t the Search Results page. 2. Click the drug screening icn n the far right fr the desired subject.

7 3. Select the screening type and cmplete any missing demgraphic infrmatin fr the subject. 4. After clicking Submit, a list f pssible cllectin centers will be displayed based n the zip cde entered.

8 5. Click Schedule Me At the Site Chsen Abve t schedule a cllectin. The screening request will be sent t the selected cllectin center, and a receipt will be shwn. (The applicant will receive the ntificatin by as well.) 6. The Search Results Page drug screening icn will update t shw the drug screening scheduling page was accessed.

9 7. Once the drug screening has been received by the cllectin center, the icn will update t a green checkmark.