TABLE OF CONTENTS

• Managed Services Orders
• Searching
• Searching By Service
• Exporting to Excel
• Sorting
• Status – Drug Screens
• Status – DOT Physicals
• Order Details
• Order Notes
• Order Confirmation Form

Managed Services Orders

• To see the progress on current or past managed services orders, use the left navigation panel.
• Click Orders>Managed Services Orders.
• Depending on the services you have, you may not see all options shown.

Searching

• There are many ways to narrow the results.
  • Name
  • SSN 
  • Date 
  • Status 
  • Service 

• Notice that only the last 60 days are shown in by default.
• To show results from all time, choose All. 

Searching By Service

• If you are only looking for results for a certain service, or services, select the ones you need in the Service list.
• To select multiple services, press and hold the Ctrl key and click each one you need.

Exporting to Excel

• If you’d like to export your list of Subjects to Excel, you can do so by clicking the Export to Excel button under the search options.
• This file is just a list of the names and services ordered, and does not contain detailed results data.

Sorting

• Simply click the Arrows as shown to sort that field in ascending order.
• Click again for descending order.
• By default this is listed by order date, from newest to oldest.
• The subject list can be sorted by any of the fields listed:
  • Name
  • Date Ordered
  • Date Completed
  • Reason 
  • Location  

Status – Drug Screens

• Depending on the service, you may see different types of statuses.  
• Click the Status to see more information.
• For Drug Screening, you may see any of the following:
  • Ordered
  • Negative
  • Neg-Dilute
  • Positive 
  • Pos-Dilute
  • Non-Contact Positive  
  • Refusal To Test
  • Test Cancelled    

Status – DOT Physicals

• For DOT Physicals, the status will change from “Ordered” to the result of the exam.
• Click the status to see the exam documents.  
• You may see the following statuses:
  • Qualified – 2 Year
  • Qualified – 1 Year 
  • Qualified – Other 
  • Awaiting Addl Info 
  • Unqualified 
• If the status shows “Awaiting Addl Info,” the pending exam will be provided.   Under the name of the applicant you will see the Needs Attention alert.

• Click on this to see more information about what is needed for the employee to pass the exam.

Order Details

• To see more options for each order, click on the Name of the employee.
• Here you can request to cancel the order, add a new service, edit the information in the order (email address or expected clinic visit date) or request a status update.
• The status update will open an email either to the applicant, or to Bchex Client Services with a preformatted request for an update.

Order Notes

• Sometimes you can find notes in an order.  If the applicant has called and spoke to us, or we have contacted the clinic, we will leave a note.  
• If there is an available Note, you will see this under “Notices.” 
• Click on either Notice to see more information.

Order Confirmation Form

• To print or resend the applicant’s Order Confirmation form, click the appropriate button in their order details.
• The Order Confirmation form is the document they need to present to the clinic.