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Tutorials

  • Introduction
  • Billing
  • Clients
  • Configuration
  • Follow Ups
  • Reporting
  • Sales
  • Testing
  • Test Ordering
  • Your Company

Tutorials: Clients

  • Add a company
  • Configure who receives specific reports
  • Create a consortium
  • Import a list of all clients
  • Import your employee roster
  • Merge duplicate person records
  • Provide a client with online access to results
  • Reset a user's password

Testing

  • Automatic Lab Result Importing
  • eChain Electronic Test Ordering
  • Bulk Sending of Result Letters
  • MRO Verification Module
  • DOT Physicals and Occ Health

Random Selections

  • DOT Random Selections
  • Consortium Management
  • Donor List and Shortfall Reports
  • Employee Spreadsheet Imports
  • Ensures You Hit Your Percentages

Web Portal

  • Client Access with Permissions
  • Support for PCs, Tablets, and Phones
  • Complete Change Log Auditing
  • DOT MIS Compliance Reports
  • Follow-Ups with Daily Call-In

Invoicing and QB

  • Automated Invoice Generation
  • Client-Specific Price Rules
  • Collection Site Surcharges
  • Instant Syncing with QuickBooks
  • Built-in Credit Card Processing
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