🚀 Getting Started
1. Downloading the App
• Available on the App Store and Google Play.
• Search for SwiftDraws App and install.
2. First-Time Signup
• Open the app and select Sign Up.
• Fill in the following:
o Username (used for order assignment)
o Email, Password, Phone
o Select Role: Phlebotomist, Home Draw, Logistic, Sales
o Upload Avatar (optional)
o If Home Draw or Logistic: select Covered State, City, and Zip
• Wait for Manager Approval and OTP Verification to activate your account.

🔐 Logging In
• Enter your email and password.
• If OTP is required (first login), enter it to verify.

📦 Orders Tab
For Phlebotomist
• View: Only assigned orders
• Actions: Edit, mark as in-progress or complete, print labels
For Home Draw
• View: Orders with matching Patient ZIP Code
• Actions: Accept/Reject, Edit, Mark, Print Label
• Once accepted, order disappears from other users with same ZIP
For Logistic
• View: Orders where ZIP matches Patient (if Home Draw = true) or Physician (if Home Draw = false)
• Actions: Accept/Reject, Mark
For Sales
• View only: Orders assigned to you (Sales ID matches your User ID)
For Managers/Admins
• View all orders for the Company
• Actions: Create, Edit, Assign (to Phlebs), Mark, Print Label, Delete

📊 Dashboard Tab
All Users
• See your own orders by day
• Export productivity report
Admins/Managers
• Full company overview:
o Orders by status
o Tests completed, tubes used, miles traveled
o Inventory usage
o User productivity by role

🗺️ Map Tab
All Users
• View assigned order locations
• View own live location
Admins/Managers
• View all active user locations
• View all order locations (Patient or Physician based on Home Draw flag)

🗂️ Archive Tab
All Users
• View your own completed orders
• Filter by date range
Admins/Managers
• View all archived/completed orders

⚙️ Settings Tab
All Users
• Edit personal profile
• Change avatar
• Adjust app appearance (dark/light mode)
Admins/Managers
• Manage all users
• Approve/Activate new users
• Edit roles
• Create and manage Rules (e.g., assignment logic, inventory standards)

📋 Order Details
Tap any order to view:
• Physician info
• Ordered tests
• Patient info and map
• Current status with timestamp
From this screen you can:
• Start navigation (opens in phone map app)
• View and add documents or images
• Print label
• Mark complete (with date, time, inventory used, and optional comments)

🖨️ Label Printing
• Available after accepting or editing an order
• Connect to supported label printer (Zebra/Brother, etc.)
• Automatically formats patient/order info

📥 Uploading Documents
• At completion or partial completion, you can upload:
o Insurance card photo
o Sample packaging photo
o Requisition forms

🧾 Productivity & Reporting
• Export to Excel from Dashboard tab
• Includes tests done, tubes used, miles driven, and time spent per user

🧠 Tips & Best Practices
• Always keep your app updated for the latest features.
• Ensure location is enabled for real-time tracking and routing.
• Use Archive to reference completed work or report issues.
• Use “Mark” status frequently to keep Managers informed.
• Managers: use productivity reports to assess workload and efficiency.