[{"data":1,"prerenderedAt":886},["ShallowReactive",2],{"landing-nav":3,"\u002Fhelp\u002Fdispatch":29,"help-navigation":849,"\u002Fhelp\u002Fdispatch-surround":881},{"nav":4,"footer":26},[5,8,11,14,17,20,23],{"label":6,"to":7},"Markets","\u002F#who",{"label":9,"to":10},"Board","\u002F#board",{"label":12,"to":13},"Map","\u002F#map",{"label":15,"to":16},"Techs","\u002F#field",{"label":18,"to":19},"Clients","\u002F#clients",{"label":21,"to":22},"Blog","\u002Fblog\u002F",{"label":24,"to":25},"Help","\u002Fhelp\u002F",{"tagline":27,"disclaimer":28},"Dependable Dispatch · dispatch software for mobile phlebotomy, imaging and home health","Screens show demo data. Patient and client names are fictional.",{"id":30,"title":31,"audience":32,"body":33,"description":841,"extension":842,"meta":843,"navigation":844,"order":824,"path":845,"seo":846,"stem":847,"__hash__":848},"help\u002Fhelp\u002F2.dispatch.md","Dispatch",null,{"type":34,"value":35,"toc":822},"minimark",[36,40,44,49,52,97,100,103,106,109,112,118,122,257,263,267,270,302,313,316,322,326,357,360,366,370,377,400,407,413,417,420,430,433,453,460,465,472,478,482,505,508,519,522,525,529,532,546,549,553,568,572,575,585,588,593,597,600,608,614,617,623,627,630,687,690,701,706,712,716,719,722,728,732,735,773,778,782,785,809,819],[37,38,31],"h1",{"id":39},"dispatch",[41,42,43],"p",{},"This part is for dispatchers and admins. It follows an order from the call to the archive.",[45,46,48],"h2",{"id":47},"the-dashboard","The dashboard",[41,50,51],{},"The dashboard lists orders, one row each, in the client's color. Pick a view in the header:",[53,54,55,67,73,79,85,91],"ul",{},[56,57,58,62,63,66],"li",{},[59,60,61],"strong",{},"Open Queue",": every open order dated today or earlier. Orders open for more than 90 days are hidden. A line above the list says how many, and ",[59,64,65],{},"Show them"," brings them in.",[56,68,69,72],{},[59,70,71],{},"Today",": today's orders.",[56,74,75,78],{},[59,76,77],{},"Prior Date",": every order for one service day you pick.",[56,80,81,84],{},[59,82,83],{},"Future",": orders dated after today.",[56,86,87,90],{},[59,88,89],{},"Patient",": every order for a last name, any date or status. Add a birth date to narrow it.",[56,92,93,96],{},[59,94,95],{},"Dates",": a range of service dates.",[41,98,99],{},"The numbers beside the views count the orders in the current view by status.",[41,101,102],{},"To filter, type in the box under a column name, or pick from its list (Client, Type, STAT, Facility, Tech, Status).",[41,104,105],{},"To sort, click a column name. With no sort picked, unassigned timed draws sit at the top, most urgent first.",[41,107,108],{},"The STAT column shows how many hours each STAT order has waited.",[41,110,111],{},"The list shows 300 orders a page. Pick 50, 100 or 200 at the bottom if you prefer. The page buttons stay in view while the list scrolls. On a phone, the views sit in a row under the header and the table scrolls sideways.",[41,113,114],{},[115,116],"img",{"alt":48,"src":117},"\u002Fhelp\u002Fimg\u002Fdashboard.webp",[45,119,121],{"id":120},"take-a-new-order","Take a new order",[123,124,125,132,151,166,179,189,236,247],"ol",{},[56,126,127,128,131],{},"Click ",[59,129,130],{},"New Order"," at the top right.",[56,133,134,135,138,139,142,143,146,147,150],{},"Under ",[59,136,137],{},"Call Intake",", fill in ",[59,140,141],{},"Caller Name",", ",[59,144,145],{},"Facility"," and ",[59,148,149],{},"Date of Service",". Type the first letters of the facility to find it.",[56,152,153,154,157,158,161,162,165],{},"Pick the ",[59,155,156],{},"Order Type",", and ",[59,159,160],{},"STAT"," under ",[59,163,164],{},"Urgency"," if it is urgent.",[56,167,168,169,142,172,146,175,178],{},"Fill in the patient: last name, first name, ",[59,170,171],{},"DOB",[59,173,174],{},"Room",[59,176,177],{},"Station",". A Check All or a Delivery needs no patient.",[56,180,181,182,146,185,188],{},"Fill in ",[59,183,184],{},"Order \u002F Description",[59,186,187],{},"Indication \u002F ICD-10",". A Check All needs no description.",[56,190,191,192],{},"Add any notes. Each note box reaches different people:",[193,194,195,208],"table",{},[196,197,198],"thead",{},[199,200,201,205],"tr",{},[202,203,204],"th",{},"Box",[202,206,207],{},"Who sees it",[209,210,211,220,228],"tbody",{},[199,212,213,217],{},[214,215,216],"td",{},"Special Instructions",[214,218,219],{},"The tech, in amber on their route.",[199,221,222,225],{},[214,223,224],{},"Tech Notes",[214,226,227],{},"Written by the tech. Dispatch reads them.",[199,229,230,233],{},[214,231,232],{},"Internal Notes",[214,234,235],{},"Dispatch only. Never sent to the tech's phone.",[56,237,238,239,242,243,246],{},"To give the order to a tech, pick them under ",[59,240,241],{},"Assigned Technician"," and set ",[59,244,245],{},"Status",". Pending keeps it off their phone. Assigned puts it there.",[56,248,127,249,252,253,256],{},[59,250,251],{},"Save Order",". If the facility is calling in several orders, click ",[59,254,255],{},"Save & Copy for Same Site"," instead. It saves this order and starts the next with the same facility, caller, STAT setting and patient.",[41,258,259],{},[115,260],{"alt":261,"src":262},"The New Order form","\u002Fhelp\u002Fimg\u002Fnew-order.webp",[45,264,266],{"id":265},"open-an-order","Open an order",[41,268,269],{},"Click a row to open the order. The track along the top shows each step the order has reached, with its time. Below are the patient, the order details, the internal notes and the order's history.",[53,271,272,278,284,290,296],{},[56,273,274,277],{},[59,275,276],{},"Edit"," opens the full order form.",[56,279,280,283],{},[59,281,282],{},"Reschedule"," moves the order to a later day.",[56,285,286,289],{},[59,287,288],{},"+ Order for Same Site"," starts a new order for the same facility.",[56,291,292,295],{},[59,293,294],{},"Cancel Order"," asks for a reason, then cancels. The reason goes into Internal Notes, and the tech gets a cancel notice.",[56,297,298,301],{},[59,299,300],{},"Reopen"," appears on a Completed or Cancelled order. It opens the form with the order set back to its last open status. Nothing changes until you save.",[41,303,304,305,308,309,312],{},"Admins can also delete an order from its full page: open the ",[59,306,307],{},"⋮"," menu and pick ",[59,310,311],{},"Delete Order",". The app asks first, then cancels the order instead of erasing it, so it stays in the Order Archive.",[41,314,315],{},"If someone else saved the order while you had it open, your save is stopped and says so. Close the order, open it again, and redo your change.",[41,317,318],{},[115,319],{"alt":320,"src":321},"An open order","\u002Fhelp\u002Fimg\u002Forder-preview.webp",[45,323,325],{"id":324},"give-orders-to-a-tech","Give orders to a tech",[123,327,328,331,337,340],{},[56,329,330],{},"Tick the orders on the dashboard.",[56,332,127,333,336],{},[59,334,335],{},"Assign",".",[56,338,339],{},"Pick the tech.",[56,341,342,343],{},"Click one of the two buttons. Neither one sends a text message, so text or call the tech yourself.\n",[53,344,345,351],{},[56,346,347,350],{},[59,348,349],{},"Assign & Hold"," gives the orders to the tech but keeps them off the tech's phone.",[56,352,353,356],{},[59,354,355],{},"Assign & Text"," puts them on the tech's phone now.",[41,358,359],{},"The app skips some orders and lists each with the reason: the order is for another client, it is already in progress, or the tech is forbidden at that facility.",[41,361,362],{},[115,363],{"alt":364,"src":365},"Quick Assign","\u002Fhelp\u002Fimg\u002Fquick-assign.webp",[45,367,369],{"id":368},"send-held-orders-a-few-at-a-time","Send held orders a few at a time",[41,371,372,373,376],{},"When orders are held, a ",[59,374,375],{},"Held orders"," button with a count appears in the dashboard header.",[123,378,379,384,387],{},[56,380,127,381,383],{},[59,382,375],{}," to see every tech with held orders.",[56,385,386],{},"Pick a tech. Their queue for today runs STAT first, then the oldest date of service, then the lowest order number.",[56,388,127,389,142,392,395,396,399],{},[59,390,391],{},"Send 1",[59,393,394],{},"Send 2"," or ",[59,397,398],{},"Send 3"," to put the top one, two or three orders on the tech's phone.",[41,401,402,403,406],{},"Held orders for other days are in a separate list. To send them, tick them and click the ",[59,404,405],{},"Release"," button, which counts how many you ticked.",[41,408,409],{},[115,410],{"alt":411,"src":412},"A tech's held orders","\u002Fhelp\u002Fimg\u002Fheld-orders.webp",[45,414,416],{"id":415},"the-board","The Board",[41,418,419],{},"The Board shows one day's orders as columns: unassigned orders on the left, then one column for each tech who is on shift or holding an order. Pick another day with the date box at the top. Narrow the Board with the client buttons and the search box.",[41,421,422,423,142,426,429],{},"Unassigned orders are sorted: sent back by a tech first, then STAT, then timed draws, then the oldest date. Each tech's column has sections for the order they are working now, Confirmed, ",[59,424,425],{},"Sent, waiting on tech",[59,427,428],{},"Held"," and Cancelled.",[41,431,432],{},"Drag an order to move it:",[53,434,435,441,446],{},[56,436,437,438,440],{},"Onto a tech's ",[59,439,428],{}," section: the tech has it, but it isn't on their phone yet.",[56,442,437,443,445],{},[59,444,425],{}," section: it goes to their phone now.",[56,447,448,449,452],{},"Onto ",[59,450,451],{},"Unassigned",": it comes off the tech.",[41,454,455,456,459],{},"After each move, a message with ",[59,457,458],{},"Undo"," appears. If a move isn't allowed, the Board saves nothing and says why. The usual reasons: the tech works for another client, the order is already En Route or later, or a Confirmed order was dropped on Held or on its own tech. A Confirmed order can go only to another tech's Sent section.",[41,461,462],{},[115,463],{"alt":416,"src":464},"\u002Fhelp\u002Fimg\u002Fboard.webp",[41,466,467,468,471],{},"On a phone, each card has a ",[59,469,470],{},"Move"," button that lists the techs, with Hold and Send for each.",[41,473,474],{},[115,475],{"alt":476,"src":477},"The Board on a phone","\u002Fhelp\u002Fimg\u002Fboard-phone.webp",[45,479,481],{"id":480},"reschedule-orders","Reschedule orders",[53,483,484,492],{},[56,485,486,489,490,336],{},[59,487,488],{},"One order:"," open it and click ",[59,491,282],{},[56,493,494,497,498,500,501,504],{},[59,495,496],{},"Several orders:"," tick them on the dashboard and click ",[59,499,282],{}," in the header. Under ",[59,502,503],{},"Which orders",", you can also pick every order that matches your current filters, up to 500.",[41,506,507],{},"Pick the new date. Each order then:",[53,509,510,513,516],{},[56,511,512],{},"moves to that date,",[56,514,515],{},"goes back to Pending with no tech, and",[56,517,518],{},"has \"Rescheduled from\" and its original date added to its Special Instructions.",[41,520,521],{},"Some orders don't move: completed and cancelled orders, orders in a handoff, and orders already on or after the new date. The app lists each one with the reason.",[41,523,524],{},"A Check All order's service date is locked on the order form. Use Reschedule to move it.",[45,526,528],{"id":527},"when-a-tech-sends-an-order-back","When a tech sends an order back",[41,530,531],{},"A tech who can't get to an order can send it back with a reason. An amber box at the top of the dashboard lists each one: the order, patient, facility, date, tech, reason and time.",[53,533,534,540],{},[56,535,536,539],{},[59,537,538],{},"Take back"," makes the order Pending with no tech, and tells the tech.",[56,541,542,545],{},[59,543,544],{},"Keep with tech"," leaves it on their route.",[41,547,548],{},"The order stays on the tech's route until you answer.",[45,550,552],{"id":551},"download-orders-for-billing","Download orders for billing",[41,554,555,556,559,560,563,564,567],{},"Tick up to 1,000 orders and click ",[59,557,558],{},"Billing"," in the header. ",[59,561,562],{},"Copy"," puts the rows on the clipboard, ready to paste into billing's spreadsheet. ",[59,565,566],{},"Save File"," downloads them.",[45,569,571],{"id":570},"tech-status","Tech Status",[41,573,574],{},"Tech Status shows one row per tech, grouped by client, with their shift, how many orders they have at each status, and where they stand now. Orders with no tech get their own row at the top.",[41,576,577,578,581,582,336],{},"Pick a ",[59,579,580],{},"Service Date"," to look at another day, filter by client, or tick ",[59,583,584],{},"Show Completed",[41,586,587],{},"Click a tech's row to open their route and use it on the tech's behalf, for example to confirm a notice when the tech phones it in. The order history records your name, not the tech's.",[41,589,590],{},[115,591],{"alt":571,"src":592},"\u002Fhelp\u002Fimg\u002Ftech-status.webp",[45,594,596],{"id":595},"tech-map","Tech Map",[41,598,599],{},"The Tech Map shows facilities, drop-off labs and techs, with the list of techs and their status beside the map. The panel on the right shows:",[53,601,602,605],{},[56,603,604],{},"how many techs are active and how many are on break",[56,606,607],{},"every STAT order, oldest first",[41,609,610,611,613],{},"The client buttons narrow the map to one client. The ",[59,612,145],{}," box centers the map on the facility you pick.",[41,615,616],{},"A facility without map coordinates doesn't appear. An admin can add them under Admin → Facilities.",[41,618,619],{},[115,620],{"alt":621,"src":622},"The Tech Map","\u002Fhelp\u002Fimg\u002Ftech-map.webp",[45,624,626],{"id":625},"handoffs","Handoffs",[41,628,629],{},"A handoff passes specimens from one tech to another. The Handoffs page lists the day's handoffs: who gives, who receives, each tech's progress, and what needs attention.",[123,631,632,637,644,653,662,669,675,682],{},[56,633,127,634,336],{},[59,635,636],{},"New Handoff",[56,638,639,640,643],{},"For a courier run, turn on ",[59,641,642],{},"Leave at the place for pickup",". The tech leaves the specimens at a facility, and the courier picks them up later that day or the next.",[56,645,153,646,649,650,336],{},[59,647,648],{},"Date"," and, if there is one, the ",[59,651,652],{},"Meeting Time",[56,654,153,655,658,659,336],{},[59,656,657],{},"Recipient",": the tech who takes the specimens to the lab. For a courier run this box reads ",[59,660,661],{},"Picks up",[56,663,664,665,668],{},"Add one to four ",[59,666,667],{},"Givers",": the techs who hand specimens over.",[56,670,153,671,674],{},[59,672,673],{},"Meeting Place",": a saved location or another address.",[56,676,677,678,681],{},"Add a short ",[59,679,680],{},"Reference"," if it helps. Every tech on the handoff sees it.",[56,683,127,684,336],{},[59,685,686],{},"Create Handoff",[41,688,689],{},"Each tech sees the handoff on their route and confirms it like an order. Specimens left for pickup and still waiting after 12 hours are flagged.",[41,691,692,693,142,695,395,698,336],{},"While a specimen is in a handoff, it can't be reassigned, rescheduled or deleted. Click a handoff to open it, then use ",[59,694,276],{},[59,696,697],{},"Cancel Handoff",[59,699,700],{},"Close Handoff",[41,702,703],{},[115,704],{"alt":626,"src":705},"\u002Fhelp\u002Fimg\u002Fhandoffs.webp",[41,707,708],{},[115,709],{"alt":710,"src":711},"A new handoff","\u002Fhelp\u002Fimg\u002Fnew-handoff.webp",[45,713,715],{"id":714},"order-archive","Order Archive",[41,717,718],{},"The Order Archive holds Completed and Cancelled orders. It opens on the last 30 days. Change the range, pick Completed, Cancelled or both, and filter by client, tech or facility. The last column shows the drop time for a completed order or the reason for a cancelled one.",[41,720,721],{},"Click a column name to sort. The download button at the top right exports the list as a CSV file.",[41,723,724],{},[115,725],{"alt":726,"src":727},"The Order Archive","\u002Fhelp\u002Fimg\u002Forder-archive.webp",[45,729,731],{"id":730},"reports","Reports",[41,733,734],{},"Pick a date range at the top right, then a report:",[53,736,737,743,749,755,761,767],{},[56,738,739,742],{},[59,740,741],{},"Client Data Export",": every order for one client, as a CSV file.",[56,744,745,748],{},[59,746,747],{},"Orders by Tech",": orders, completions, cancels and average turnaround for each tech.",[56,750,751,754],{},[59,752,753],{},"UTO Report",": each tech's unable-to-obtain orders, counted by reason.",[56,756,757,760],{},[59,758,759],{},"STAT Report Card",": every STAT order, with when it was requested, when it was completed and the minutes in between.",[56,762,763,766],{},[59,764,765],{},"AM Rounds",": Check All results by facility and tech.",[56,768,769,772],{},[59,770,771],{},"Mileage",": each tech's miles, as they entered them, beside Google's estimate. Export as CSV or PDF.",[41,774,775],{},[115,776],{"alt":731,"src":777},"\u002Fhelp\u002Fimg\u002Freports.webp",[45,779,781],{"id":780},"am-rounds-and-standing-orders","AM Rounds and standing orders",[41,783,784],{},"A standing order is a template on a facility that repeats on set days. AM Rounds are the morning Check All rounds made from those templates. Admins make a day's orders from Admin → Recurring:",[123,786,787,795,798,801,804],{},[56,788,127,789,395,792,336],{},[59,790,791],{},"Generate AM Rounds",[59,793,794],{},"Generate Standing Orders",[56,796,797],{},"Pick the service date. It defaults to tomorrow.",[56,799,800],{},"Pick the client and the tech. For standing orders, the tech is optional.",[56,802,803],{},"Tick the facilities. A facility that already has an order that day shows it, with its tech and status, and won't get a second one. A facility where the tech is forbidden can't be ticked.",[56,805,127,806,336],{},[59,807,808],{},"Create Selected Orders",[41,810,811,812,815,816,336],{},"To record how many draws each facility has, type them in the ",[59,813,814],{},"Draws"," boxes and click ",[59,817,818],{},"Save Draws",[41,820,821],{},"An order made from a standing order opens on the usual form with most fields locked, because they come from the template. You can still change the tech, the times, the status, Draws, Internal Notes and Special Instructions.",{"title":823,"searchDepth":824,"depth":824,"links":825},"",2,[826,827,828,829,830,831,832,833,834,835,836,837,838,839,840],{"id":47,"depth":824,"text":48},{"id":120,"depth":824,"text":121},{"id":265,"depth":824,"text":266},{"id":324,"depth":824,"text":325},{"id":368,"depth":824,"text":369},{"id":415,"depth":824,"text":416},{"id":480,"depth":824,"text":481},{"id":527,"depth":824,"text":528},{"id":551,"depth":824,"text":552},{"id":570,"depth":824,"text":571},{"id":595,"depth":824,"text":596},{"id":625,"depth":824,"text":626},{"id":714,"depth":824,"text":715},{"id":730,"depth":824,"text":731},{"id":780,"depth":824,"text":781},"For dispatchers and admins. Take an order, give it to a tech, and track the day from the dashboard to the archive.","md",{},true,"\u002Fhelp\u002Fdispatch",{"title":31,"description":841},"help\u002F2.dispatch","SWSogppXLfmwkpReRbazqO3KZZApfrczqsK8l7LuQI4",[850],{"title":851,"path":852,"stem":853,"children":854,"order":856},"Overview","\u002Fhelp","help\u002Findex",[855,857,862,863,867,872,876],{"title":851,"path":852,"stem":853,"order":856},0,{"title":858,"path":859,"stem":860,"order":861},"Getting started","\u002Fhelp\u002Fgetting-started","help\u002F1.getting-started",1,{"title":31,"path":845,"stem":847,"order":824},{"title":15,"path":864,"stem":865,"order":866},"\u002Fhelp\u002Ftechs","help\u002F3.techs",3,{"title":868,"path":869,"stem":870,"order":871},"Admin","\u002Fhelp\u002Fadmin","help\u002F4.admin",4,{"title":18,"path":873,"stem":874,"order":875},"\u002Fhelp\u002Fclients","help\u002F5.clients",5,{"title":877,"path":878,"stem":879,"order":880},"When something looks wrong","\u002Fhelp\u002Ftroubleshooting","help\u002F6.troubleshooting",6,[882,884],{"title":858,"path":859,"stem":860,"description":883},"Sign in, find your way around, and read the statuses, order types and colors every screen uses.",{"title":15,"path":864,"stem":865,"description":885},"For techs. Your route on the phone, from confirming the day's orders to the last drop and your mileage.",1794265058294]