Transcript User Defined Tag 1 - DA Document Manager

The Problem:
 Many businesses require employees to be drug
tested either before hiring or on going as a
condition of continued employment
 These tests and the results must be kept
confidential
 Follow ups must be completed as the test results
are sometimes not delivered to the testing office
The Solution:
 Test forms and tests results can be stored in DA
 The Workspace form in DA Document Manager
can be used to include additional information
about a test or the results
Use of Dates:
 Using the Date Processed will save a lot of time when
looking for a quick answer to when a test was actually
completed
Document Title:
 Client's Last Name & First Initial
Keywords:
 Client’s Social Security Number
User Defined Tag 1:
 Needs Attention - For quick to do lists
User Defined Tag 2:
 Results Needed - Uncheck this box once the results are in and
add the test results to the end of the existing document for fast
and easy reconciliation
Passwords:
 Use passwords to protect the drug tests and financial items
Case Categories:
 DNA Test
 Drug Test
 And Financial Categories
Subcategories:
 Hair Follicle Test
 Urine Test
 Blood Test
 Legal
 Monthly Bill
 Receipts
 Reference
Value Proposition:
 It is now possible to manage larger number of
tests because of the time savings
 Tracking test results that were never received
now takes only a moment
 Locking filing cabinets are no longer necessary
for confidential drug testing results