3RD DAY OF TRAINING

CLIENT || POLICY DETAIL PAGE

1. Random Alcohol and Drug Testing - Verify drug/alcohol random percentage.
2. Prorate Number of Tests - May be checked if a client came from another TPA. This ensures randoms will not try to catch-up the client if they were random testing through a previous TPΑ.
3. Random Prioritizes Already Selected Employees - Encourages same employee selections between a DCCHT w/random and a DCC policy.
4. Postpone Random Until After Last DCC Group Runs - Random selections for DCCHT w/randoms will not generate until the last DCC random selection. May provide a shorter DCCHT random window.
5. Random Frequency-Frequency of a random program (ex; monthly)
6. Controls Randoms for Client Policies - May assist with having similar employee selections for PHMSA and Client Required Alcohol only policy. Also utilized for clients with random boat generator program.
7. Last Updated By/Last Update Time Stamp - Although not always accurate may indicate the last day and person that made changes. Review client account notes as well.

• Breath Alcohol is in the test panel - It means it requires drugs and alcohol

CLIENT || LOCATION DETAIL PAGE

1. Location ID - IDs are system generated in numerical order; they can not be changed.
2. Location Name - Updates must be requested through client updates.
3. Location Address - Client services may update. CRL and Psychemedics receive real time address change updates. For all other labs Client Updates reviews a daily report of address, phone and fax number changes and notifies the lab.
4. Make Primary Location - This indicates what location is the primary location. By default, employee's that test on paper forms will be placed under this location unless the "CCF and Forms Have Correct Location" setting is enabled. If ECCF is utilized the employee will be placed under the location selected during ECCF ordering regardless if this setting is enabled or if policy lab account numbers exist.

LAB'S CLIENT ID ALIAS

• This section is helpful in verifying the lab account info for a policy/location. This is the assigned lab account number for the policy under the location.

LAB PANEL NUMBER

• This is the panel assigned to the policy. DONOTUSE indicates the policy is closed or the lab account number is inactive in DISA..

LAB

• Assigned lab for that policy. In rare cases the incorrect lab may be assigned and a request to client updates is needed to correct.

NOTE: Active lab account numbers and panels are only listed for policies that are applied to that location. If there is not a lab account number listed for that location and policy, a ECCF order can still be placed for the selected location and policy.

CLIENT MISCELLANEOUS

• If a client is unable to access functions in DISA that are service specific, in addition to reviewing the DER settings, you may also review the service pricing page to confirm if the client account is set-up with the service.

Confirm Account Enabled Services

1. Client Page (see locate client instructions)
2. Title Pop-up
3. Select Service from Client Title pop-up BG Screen, OMRT Pricing, Training Pricing, Driver Qualification Settings, etc.

CLIENT | MISCELLANEOUS | POLICY PRICING

Client annual drug testing policy fees and lab testing fees are located on the client's policy pricing page. Clients should be directed to DISA's sales department if any additional pricing discussion are requested.

1. BILIABLE FEES

• A check mark on the left indicates what items are billable.
• If an item is checked and an amount is not indicated in the "client price" column, then the standard fee is applied.
• If a price is indicated in the "client price" column, then that is the billable amount.
• Note, all billable fees may vary between clients
• Reviewing a client's invoice is also helpful in determining testing fees.

1. ANNUAL FEES

• 1st policy= $295, Additional policies= $195
• If "O" is indicated, then there is not an annual fee for the policy.

1. LAB FEES

• Lab fees are policy specific. This is the lab fee for specimen testing.
• Drug testing fees may also include other fees (ex; collection fees, member set-up fee, etc.).

CLIENT | INVOICES

Invoice Home Page

1. Home Page
2. Find Invoices
3. Input Client ID or Invoice ID
4. Select "Search"
5. Select the arrow to email invoice
6. Input Email Address
7. Select email to Email
   • You can also select the eye icon to email Invoice

• Email invoice: You can email a copy of an invoice to a DER. Someone may not be listed as a DER as they are part of their finance department, that is ok as well. - You may need to determine invoice by reviewing invoices and comparing with the amount due requested
• Invoice Copy Not Received From You: If you emailed an invoice in DISA and requestor did not receive. You can download the invoice in DISA and reply to sender in SF and attach the invoice.
• Account Tab: You can search for invoice ID or Client ID via the account tab.

Client | Outstanding Invoices

• Outstanding Invoice

1. Client Summary Page
2. Outstanding Balance Link
3. Document Num= Invoice ID

Outstanding Invoice

• Outstanding Invoice Inquiry: Utilize outstanding invoices and compare balance to determine the outstanding invoice needed. Then search for the invoice and email it to requester.
• You may be able to determine invoice by searching client invoices and comparing balance.

DER's Designated Employer Representatives

• DER's are client support #1 caller type.

DER is a representative employed by a DISA Account Holder/Client who has been authorized to manage DISA Records. A DER is the responsible individual(s) who ENSURES adherence to the policy will be met. The DER shall be responsible for the preparation of an ANTI-DRUG and ALCOHOL MISUSE PREVENTION POLICY which complies with requirements relevant to the distinct program/policy in which the employees are participating.

DER Frequent DISAWorks Responsibilities

• Managing Roster by Deactivating Employees
• Reviewing and Completing Random Selections
• Searching and Assigning Collection Sites
• Scheduling Drugs Tests (ECCF)
• Reviewing Drug Test Results
• Ensuring they are following guidelines to stay in compliance
• Placing and Reviewing Background Orders

WHY Review | DER's access and notifications

Examples

• Confirm inquirer is a "active" DER. - Limited info related to employee status, tests or backgrounds can be provided to non-DER's
• DER is stating they are not receiving notifications
• Unable to access info or functions - Randoms, Stats, Test Results, Invoices

Locating DER's Communicator Page

1. Clients Tab
2. Select Communicators 3 Top Left Search Box= Input Client ID
3. Select to search
4. Select the eye icon to DER Details
5. Select Client ID link to view Client Summary Page

DER Updates

• Primary DER's can add/remove DER's online
• DER access modifications can not be made online and must be requested by emailing clientupdates@disa.com.
• Client Updates is an email only department, they can not be contacted via phone.

DER's additions/removals:

• Primary DER's SHOULD add new DER's or remove/deactivate existing DER's when they are logged into DISAworks.
• Non-Primary DER's email inquires can be forwarded to client updates via SF using send to department> Implementations/Platform Support> General Client Updates)

DER access updates:

• Primary or non-primary DER's should send requests to Clientupdates@disa.com (primary DER must be cc'd). - You can send requests to client updates via SF using send to department> Implementations/Platform Support> General Client Updates)
• Primary, Non-Primary or NON-DER's: - Only invoice related DER addition requests

Primary DER Online Additions/Removals

• DER additions/removals should be completed online by primary DER.
• Add New DER: Creates a new DER, user access must be specified.
• Copy DER: Creates a new DER, applies user access from the DER being copied.

WELCOME EMAIL

• New DER's will receive a welcome email when added.
• Welcome email can also be sent to reset password. (see pw reset slide)

DER's | Details

Review DER Details

1. Search For Client (see locate client instructions) 2 Client Summary Page
2. Select "Representatives" from Client Title pop-up or the Representatives hyperlink. 4 Select a Representative in dropdown to view DER details.

DER Detail Review

Here are a few examples of why a DER detail page may be reviewed.

• Confirm someone is an active authorized approved DER: DISA client support only provides detailed info to active DER's on the client account.
• Confirm DER DISA access: Access is DER specific. Ex; some DER's may not have access to positive test results or random selection notices.