Assignments (Partner)

Assignments are the main methods of getting your draw requests staffed. Each assignments will have a unique identifier and will have specific requirements depending on the type of assignments you are requesting.

Types of Assignments #

Mobile Draw – A mobile draw is an assignment that requires one (1) phlebotomist to drive to a location and collect a sample. Mobile draws are always billed out as a one-time fee plus any additional draws that would take place at the same location (ie family members).

Wellness Events – A wellness event is a type of assignment that has a need to draw a large number of people at once. Wellness events are always billed out by the hour and must be more than three hours to classify as this type of assignment.

In-Office Phlebotomy (IOP) – IOPs are for offices that need a phlebotomist to stay at a site for an hour or more to draw patients as they come in. These are billed out hourly.

Buccal Swab – Buccal swabs are created the same as a mobile draw.

Mobile Redraw – Mobile redraws are normally created and maintained by Phleb-Finders.

Pre-Site Visit – Pre-Site Visits are are normally created and maintained by Phleb-Finders.

Research – Research draws are for labs that do research draws.

Creating an Mobile Draw Assignment #

Assignment create is really simple. Go to Assignments -> Create Assignment.

This will open a new screen to create the assignment.

“*” denotes a required field

1. Assignment Type can be Mobile Draw, Wellness Event, IOP, or a redraw. We will select Mobile Draw.
2. Patients Name will go here. If there are more patients you may also add them to this field.
3. The patient’s phone number will go here. You can use the “+” symbol to add more numbers if required.
4. Your account should always be the one selected.
5. It is always easier for us to allow our phlebotomist to schedule with the patient. This starts an early relationship and gives the best success rate when staffing draws. If you MUST have the draw completed at a specific date/time enter it here.
6. Enter the time of the assignment only if it must be drawn at that time.
7. This field is for mobile draws that are taking place at an office. Add the office name to this field.
8. You may have a unique name for your Mobile draw. You may enter it here for invoicing reasons.
9. Address of the assignment (where the phlebotomist will be going).

1. These are notes that we need to know to complete the draw successfully. This is normally a copy and paste for every assignment but there are instances where the phlebotomist needs to know more information. Enter that information here.
2. Specific Requirements is to give us more information. Is there Dry Ice, special handling, etc..
3. List any biometrics that need to be collected here.
4. You may add documents that we need to have on had.
5. This is an internal field where you can communicate specific information to Phleb-Finders. Only Phleb-Finders can see this field.
6. This is a unique identifier that you may have in your system and can be used for cross-referencing.
7. This is the shipping identifier that the phlebotomist or Phleb-Finders will use once the sample is shipped. You may disregard this during creation.

Once complete, hit “Save”

You should see all of your data save. If the screen did not save then you are missing a required entry. Look around the assignment to find the missing entry/s.

Creating a Wellness Event Assignment #

Assignment create is really simple. Go to Assignments -> Create Assignment.

This will open a new screen to create the assignment.

“*” denotes a required field

1. Assignment Type can be Mobile Draw, Wellness Event, IOP, or a redraw. We will select Event.
2. How many people do you expect to be drawn this day?
3. How many phlebotomists do you believe you will need this day?
4. The assignment location’s phone number will go here. You can use the “+” symbol to add more numbers if required. You can also use the dropdown menu to the left to select the type of phone number.
5. Your account should always be the one selected.
6. Add the date of the assignment. If this is a multi-day event, you must create each day.
7. Enter the arrival time for the phlebotomist. This should be a half hour prior to when the event starts.
8. Enter the start time of the event.
9. Enter the projected end time of the event.
10. Enter the departure time for the phlebotomists. This should be a half hour after the projected end time. (Must be at least 3 hours from the arrival time)
11. Add the office name to this field if required.
12. Does the location have a specific name or room number?
13. Address of the assignment (where the phlebotomist will be going).

1. These are notes that we need to know to complete the draw successfully. This is normally a copy and paste for every assignment but there are instances where the phlebotomist needs to know more information. Enter that information here.
2. Specific Requirements is to give us more information. Is there Dry Ice, special handling, etc..
3. List any biometrics that needs to be collected here.
4. You may add documents that we need to have on hand.
5. This is an internal field where you can communicate specific information to Phleb-Finders. Only Phleb-Finders can see this field.
6. This is a unique identifier that you may have in your system and can be used for cross-referencing.
7. This is the shipping identifier that the phlebotomist or Phleb-Finders will use once the sample is shipped. You may disregard this during creation.

Once complete, hit “Save”

You should see all of your data save. If the screen did not save then you are missing a required entry. Look around the assignment to find the missing entry/s.

Creating an IOP Assignment #

Assignment create is really simple. Go to Assignments -> Create Assignment.

This will open a new screen to create the assignment.

“*” denotes a required field

1. Assignment Type can be Mobile Draw, Wellness Event, IOP, or a redraw. We will select In Office Phlebotomist (IOP).
2. How many phlebotomists do you believe you will need this day?
3. The assignment location’s phone number will go here. You can use the “+” symbol to add more numbers if required. You can also use the dropdown menu to the left to select the type of phone number.
4. Your account should always be the one selected.
5. Add the date of the assignment. If this is a multi-day event, you must create each day.
6. Enter the time of the assignment.
7. Enter the arrival time for the phlebotomist.
8. Enter the departure time for the phlebotomists. (Must be at least 1 hour from the arrival time)
9. Add the office name to this field if required.
10. Does the location have a specific name or room number?
11. Address of the assignment (where the phlebotomist will be going).

1. These are notes that we need to know to complete the draw successfully. This is normally a copy and paste for every assignment but there are instances where the phlebotomist needs to know more information. Enter that information here.
2. Specific Requirements is to give us more information. Is there Dry Ice, special handling, etc..
3. List any biometrics that need to be collected here.
4. You may add documents that we need to have on had.
5. This is an internal field where you can communicate specific information to Phleb-Finders. Only Phleb-Finders can see this field.
6. This is a unique identifier that you may have in your system and can be used for cross-referencing.
7. This is the shipping identifier that the phlebotomist or Phleb-Finders will use once the sample is shipped. You may disregard this during creation.

Once complete, hit “Save”

You should see all of your data save. If the screen did not save then you are missing a required entry. Look around the assignment to find the missing entry/s.

Assignment Stream #

The Assignment Stream is a stream that shows live data of the assignment as changes occur. This is the place to provide real-time updates to Phleb-Finders as changes occur. Specific data, flagged by the Portal, will be updated in the stream automatically. Some examples of changes that are updated is:

• Arrival Time
• Start Time
• End Time
• Departure Time
• Time of Assignment
• Date of Assignment
• Status

You can filter the Assignment Stream by clicking on the three horizontal dots on the top right of the steam. This will let you sort by Users posts, updates that have been flagged by the Portal, or All.

You can also use the stream to notify Phleb-Finders of any changes to the assignment.

View Stream for more information about the Phleb-Finders’ streams.

Assignment Dashboard #

The assignment dashboard is a listing of all of your account’s assignments. The dashboard will show a live representation of where every assignment is at. Click on the Assignment ID to navigate directly to the assignment.

1. Search – You can click this button to search for specific criteria. You can search for assignment ID, patients name, city, state, zip code, etc…
2. Reset – Click this to reset all filters that are active. Use this button if you cannot find something you are looking for.
3. Filters – Set any active filters.
4. Sort – You can sort by any of the titles by clicking on the title.
5. Create Assignment – Use this to create an assignment.
6. Current View – You can navigate between List View and Kanban View
7. Assignment ID – Click the ID to navigate to the assignment.

Assignment Dashboard Filters #

You can filter assignments by using the three vertical dots and selecting the parameters you want to filter by. For this example, we will use the assignment type:

After selecting the assignment type you will see a selection pop up under the search bar:

You can select one or all of the options to filter the assignments by assignment type.

Click on the search button to view your selection.

You can use these filters together, seperate, or not at all. The possibilities are endless.

Kanban View #

This is another way to view the assignments that are grouped by the current status they are in.