*There are two different ways to add a BA into the system. First, when a person is added as a 'New Prospect', and second, when a person is already an established 'Client'. 


Add BA to a New Prospect chart

1. After a potential client has been added to the system as a new prospect, you can add a BA to their chart by first, selecting their name in the 'Prospective Client List Detail'. 


2. Once you enter the Prospective client's chart, scroll down to the section 'Testing Analysis' and select 'Add New'.


3. Next, a pop up box titled 'Breathalyzer Order' will appear. Make sure you have the appropriate 'BA' bubble selected for 'Test Type'. Then click 'Add Template'.



4. The 'Breathalyzer Order Results:' pop up box will appear. Under the 'Variables' section, select all applicable boxes for the test results. You will see the information auto populate in the 'Breathalyzer Testing:' box above as you click through the different categories. When finished, click 'Append & Close' or 'Append & Multiple' if adding multiple BA tests. 


5. You will be taken back to the 'Breathalyzer Order' screen. Select the signing staff member(s) at the bottom of the screen. Then select 'Save & Sign'. 


6. Enter your PIN or add your signature to the 'Sign Your UA/BA' box. Then click 'Verify'. You should then see a green 'Saved Successfully' alert confirming your added BA. Done!



Add BA to an existing Client chart

1.  First, starting in your 'Client Dashboard', select the client chart you are adding the BA to. 


2. Once in the client's chart, scroll down to 'Client History'. Then select 'Testing Analysis'. 


3. You will see all 'Testing Analysis' details appear. Click 'Add' on the right side of the screen. 


4. Next, a pop up box titled 'Breathalyzer Order' will appear. Make sure you have the appropriate 'BA' bubble selected for 'Test Type'. Then click 'Add Template'.



5. The 'Breathalyzer Order Results:' pop up box will appear. Under the 'Variables' section, select all applicable boxes for the test results. You will see the information auto populate in the 'Breathalyzer Testing:' box above as you click through the different categories. When finished, click 'Append & Close' or 'Append & Multiple' if adding multiple BA tests. 


6. You will be taken back to the 'Breathalyzer Order' screen. Select the signing staff member(s) at the bottom of the screen. Then select 'Save & Sign'. 


7. Enter your PIN or add your signature to the 'Sign Your UA/BA' box. Then click 'Verify'. You should then see a green 'Saved Successfully' alert confirming your added BA. Done!