This site provides support for program administrators. If you are a client on random drug screens, contact your case manager for support.

Add a Client

Add a Client

  • To add clients, navigate to Clients > Add a Client tab
  • Enter First Name and Last Name
  • Client ID is optional as it will auto-generated if left blank

Other settings and information

Basic Info Tab

  • Select the Testing Profile and Check-In Window from the dropdown menus.
  • Set user to Active if you’d like them to begin checking in.
  • Click Save Client Information

  • Testing Information
    • Testing Pin: a unique 6 digit PIN clients use to check in
    • Active: Set to Yes or No depending on clients status in your program
    • ID#: Optional field used to identify client
    • Testing Profile: Determines the test type(s) and frequency for the client
    • Check-in Window: The time of day clients are able to check in
    • Client Group: Typically used to group clients by gender, can be used if samples must be collected by a male or female
    • Case Manager: Set the case manager for selected client
  • Profile Information
    • First Name
    • Middle Name
    • Last Name
    • Phone Number
    • Date Of Birth
    • Gender
    • Notes

  • Permissions
    • Call: Allow client to call the facility phone number to check in.
    • App Check In: Allow client to check in via the ConnectComply app.

Remove a Client

  • To remove a client, navigate to Clients
  • Click a client’s name to view their record
  • Client must be set to inactive (Active > No)
  • Click Remove Client
  • Click OK

Tip: Consider setting a client to Inactive instead of removing them.  This will give you access to their history and they can be quickly reactivated, should they return to your program.



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