HD_user_guide

First-Time Signup

Open the app and tap Sign Up.
Fill in the following information:
- Username (used for order assignment)
- Email, Password, and Phone
- Select Role: Home Draw
- Upload Avatar (optional)
- Add your Covered State, City, and ZIP code
- Wait for Manager Approval.
Once approved, you will receive an OTP (One-Time Password) to verify and activate your account.

Logging In

Enter your email and password to log in and access the app.

Orders Tab

On the Orders tab, you will see a list of orders that either:
- Match the Patient ZIP Code in your coverage area, or
- Were assigned directly to you by a manager.
You can use the Search function to quickly locate specific orders.
Tap on an order to open its Order Detail view.

Managing Orders

Tap the Edit button (top right corner) to:
- Select individual orders using the circle selector
- Tap Select All to select all visible orders
At the bottom of the screen, you will see action options:
- Print Label
- Mark

Marking an Order

Accept – to accept the order
Start – when you’re ready to begin
Completed – when the order is fully complete
Completed Partially – if there are i. issues
Failed – if the order could not be completed

Workflow

Accept the order as your first step.
When ready, tap Mark → Start.
Return to the Orders screen and tap the order again.
Scroll down to the map and tap the blue Start Navigation button.
- This will open your phone's GPS app and guide you to the patient location.
After collecting the samples:
- Tap Edit, select the order, then tap Print Label at the bottom.
- Follow prompts to print specimen labels.

Completing the Order

Tap Edit, select the order, then tap Mark → Completed or Completed Partially.
This will open the Complete Order screen.
Fill in the following:
- Date and Time of collection
- Notes (optional)
- Attach documents or photos, including:
- Collected specimens
- Specimen storage location
- Patient’s insurance card
- Any other relevant images
In the Collection Tubes section:
- Enter the name of the kit and quantity used
- Tap the blue Add Tube button (repeat as needed)
Once submitted, the order will disappear from the Orders screen and move to the Archive tab.