Courier Training Guide

Introduction:

Adding a courier to a practice

This section includes steps to add a courier to the practice's account and any necessary information or details that the practice should provide.

To add a courier to the practice, follow these steps:

1. After logging into the Portal (https://portal.pathologytracker.com), as a Laboratory Admin, go to the Setup section in our systems.
2. Select the "Add Team Members" area.
3. Select to add a "New Member."
4. Fill in the required information, such as First Name, Last Name, Email Address, and credentials.
5. Save the information by selecting "Save" and proceed to Step 6.
6. After creating the new user, search for the user on the Team Members page to add the Courier role and proceed to Step 7.
7. After adding the Courier role, the Courier (or Team Member creating the Courier) will need to log into the Portal (https://portal.pathologytracker.com) to accept the Terms of Use.
8. Once Steps 1-7 have been completed, a new Courier has been successfully added.

Logging in as a courier with a kiosk

To log in as a courier on a kiosk, follow these steps:

1. After logging into the kiosk as a Courier, select "Pickup Order(s)."
2. Once "Pickup Order(s)" has been selected, select the corresponding lab to verify.

To log in as a courier with a dropbox, follow these steps:

*Courier App Coming Soon*

Picking up Specimens

This section outlines the steps to pick up and sign out specimens as a courier with a kiosk or dropbox, including selecting the packages and signing off on them.

To pick up and sign out specimens as a courier with a kiosk, follow these steps:

1. Sign into the practice's kiosk, as described in this article's "Logging in as a courier with a kiosk" section.
2. Select the "Search" button.
3. After verifying all packages are present on the left-hand side, the Courier should type their name above the signature panel and sign it.
4. Select the "Accept" button.

To pick up and sign out specimens as a courier with a dropbox, follow these steps:

*Courier App Coming Soon*

Dropping off Specimens 

This section covers the steps involved in dropping off and receiving lab orders at the laboratory's kiosk, including scanning and verifying lab orders and dealing with exceptions.

To drop off or receive specimens, follow these steps:

1. Sign into the laboratory's kiosk, as indicated in this article's "Logging in as a courier with a kiosk" section.
2. Select the "Receive Order(s)" button
3. Select the "Scan" button.
4. Wait until all of the lab orders within the package finish populating on the right-hand side to proceed to step 5.
5. Once all packages have been found, select the "Stop" button.
6. If exceptions exist, the Courier may select the individual lab orders to determine why an exception is present.
7. Select "Accept" to drop off Complete lab orders.

Dealing with exceptions while dropping off specimens and receiving specimens

1. Ignore: If the exception is minor and does not affect the quality of the specimens, this can be ignored.
2. Flag as an issue: If the exception is significant, flag it as an issue in our systems.
3. Notification to the practice: The practice will be notified of the issue, and they can take the necessary action.

Conclusion