In our ongoing effort to streamline our booking process and ensure seamless service delivery, we have established four key procedures for handling requests from our Insurance Partners.

Affiliate Partner within Designated Service Area

In order to keep all booking as convenient as possible for the Clients MedWorks Corporate Booking Team books appointments at clinics that are conveniently located for clients.

Affiliate Partner Outside of Designated Service Area-Escalation to Management Required

If there is an instance where the availability of a clinic location is not available within the defined proximity that is requested by the Affiliate Partner at the time that a booking is being requested, then the MedWorks Corporate Booking Team is to make an immediate escalation to management.

Once the MedWorks Corporate Booking Team escalates a case to the Management Team member (Clinic Manager, Sales Manager, Director of Operations, etc.,) The Senior Manager will locate the nearest service provider willing to accept pre-payment for the services booked. This is through researching various online sources and reaching out to networks.

Once the appointment is scheduled, the Booking Team will collaborate with the Corporate Booking Coordinator to manage the payment to the chosen affiliate partner or service provider.

Step by Step Process

Service Request Reception

Quotation Request and Submission

Quotation Review and Confirmation

Clinic Confirmation and Documentation

Service Provision

Results and Invoice Submission

Billing

Secure Document Management

Professional Development and Training

Equipment Provision

List of Equipment Required

MedWorks equipment supply will be provided free of charge for the length of time the agreement stands with your facility (locations to be listed here).

Step-by-Step Process

MedWorks Corp Booking receives a walk-in appointment request From International Students via email or call

Upon receiving the request MedWorks will provide the Guarantee of Payment (GOP), ) to the clinics on Box Folder, ensuring that the students are covered and well taken care of upon arrival.

The students will visit the clinic at the scheduled time. The clinic will provide the requested services without charging the patient directly. Results and other relevant information are not disclosed to the patient immediately.

MedWorks processes these documents and ensures your clinic is compensated according to the agreed terms:

BACKGROUND

In order to conduct drug and alcohol testing, the services of a Medical Review Officer (MRO) is required.

Clinic staff conducting drug and alcohol collections require specialized training and certification including DOT/Non-DOT, POCT, BAT and Oral Fluid.

*There are no Canadian DOT-Non-DOT regulations, as such, we follow U.S. regulations and

Drug testing policies and programs that are developed by companies and organizations to define their own official position and management strategies for drug and alcohol testing. Not every drug and alcohol use policy includes or is required to include a drug and alcohol testing program. However, any such program must comply with Canadian federal and provincial human rights legislation and health and safety regulations. Canadian drug testing procedures have been derived from existing American drug testing programs.

*DriverCheck has its own MRO as do most of the consortia we provide services to; however, we have engaged Canadian MRO to provide MRO services to accompany drug and alcohol testing services to our customers.

*MedWorks facilitates service requests for drug and alcohol collection and testing for individual companies/ customers who require these services.

*Canadian MRO works with many labs including Dynacare, with whom MedWorks has a contract.

The MedWorks Corporate booking team receives a request from a company for any of the below mentioned testing:

BOOKING COORDINATION WITH CLINICS/COMPANY

BOOKING FOR DYNACARE:

For Booking at a Dynacare location: Please refer to the Dynacare booking document on Box . It includes the Dynacare booking process along with Dynacare collection locations.

BOX Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

BELOW IS THE BOOKING PROCESS FOR REFERNECE:

Central Appointment Booking for Drug & Alcohol Testing

Starting June 24, 2024, Dynacare will be offering appointment booking through their National Drug Testing Customer Care team for drug & alcohol appointments in their Ontario Dynacare collection locations. Drug & alcohol appointments in Quebec should continue to be booked by contacting the location directly.

This new Ontario service will provide a central point of contact for the booking of drug & alcohol testing appointments. These collections include:

In the event an appointment must be cancelled, please contact NDT Customer Care by email or phone no later than one (1) hour before the scheduled booking time. If the appointment is not cancelled within this time, a no-show/cancellation fee will be applied.

*To obtain a booking form, or for any questions please do not hesitate to reach out to Dynacare by email at [email protected] or by telephone at: +1 877-679-6935 ext.5778

FORM: National Drug Testing Appointment Booking Form

FORMS: (Forms are in Box Folder)- Folder: ALL Files> MedWorks Internal Working Files>Process Details Form Name: National Drug Testing Appointment booking form

ORDER PLACEMENT FOR DOT/ Non-DOT CUSTODY CONTROL FORMS & SUPPLIES

Once there are trained/certified collection staff at MedWorks designated partner clinics, the MedWorks Registered Nurse (RN) will place the first order for DOT and Non-DOT Custody Control Forms, and collection supplies (test kits and waybills) for the collection sites (i.e. Clinic location where the appointment has been booked).

FORMS: (Forms are in Box Folder) - Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

Form Name : MedWorks_Order Form

*After the initial supplies are delivered, the Clinic will be responsible to order additional supplies (if needed) from Dynacare using the order form.

SHIPMENT OF SUPPLIES TO CLINIC BY DYNACARE

APPOINTMENT

*These details are to be provided to the clinic

*Fax details are in Box folder too

BOX Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

File Name: Secure Fax Verification_MedWorks Completed

*SAMPLE CUSTODY CONTROL FORM

Pre-printed Custody Control Forms (CCFs) are provided by Dynacare. There are several types of forms including DOT and Non-DOT forms. Typically, these forms have 5 copies. The certified collector completes the form as part of the collection process and following the collection is responsible to distribute the copies accordingly in a timely fashion:

Copy 1- LAB (with the sample)

Copy 2 – MRO (to be faxed or emailed directly to Canadian MRO immediately following the collection)

Copy 3 – Collector (Clinic required to retain this copy)

Copy 4 – Employer (upload to ‘BOX’ for Booking Team to forward to customer)

Copy 5 – Donor (Clinic to give to the employe /candidate providing the sample)

RESULTS TIMELINE:

BILLING:

*The MRO makes the final determination as to whether a sample is positive.

CANCELLATIONS/NO SHOW FEE (For appointments booked at Dynacare)

In the event an appointment must be cancelled, please contact NDT Customer Care by email or phone no later than one (1) hour before the scheduled booking time. If the appointment is not cancelled within this time, a no-show fee will be applied.

CANCELLATION/ NO SHOW FEE: $20

BACKGROUND

In order to conduct drug and alcohol testing, the services of a Medical Review Officer (MRO) are required.

Clinic staff conducting drug and alcohol collections require specialized training/certification including DOT/Non-DOT, POCT, BAT and Oral Fluid.

*There are no Canadian DOT-Non-DOT regulations, we follow current U.S. regulations

Drug testing policies and programs are developed by companies and organizations to define their own official position and management strategies for drug and alcohol testing. Not every drug and alcohol use policy includes or is required to include a drug and alcohol testing program. However, any such program must comply with Canadian federal and provincial human rights legislation and health and safety regulations. Canadian drug testing procedures have been derived from existing American drug testing programs.

*DriverCheck has its own MRO as do most of the consortia we provide services to; however, we have engaged Canadian MRO to provide MRO services to accompany drug and alcohol testing services to both our existing and new customer customers (i.e., recently launched truck safety store on the MedWorks platform).

*MedWorks facilitates service requests for drug and alcohol collection and testing for individual companies/ customers who require these services.

*Canadian MRO works with many labs including Dynacare, with whom MedWorks has a contract.

MEDWORKS PROCESS

MedWorks Corp booking team receives a request from a company or individual for any of the below mentioned testing.

BOOKING COORDINATION WITH CLINICS/COMPANY

MedWorks Corp Booking team will create an estimate on QuickBooks. (Status pending) Note: Individuals requesting testing via the ‘Truck Safety Store’ will be expected to pay up front (a disclaimer on that site states that additional charges may apply).

MedWorks Corp booking team will coordinate the price with MedWorks Sales & Account Manager, confirm it with Company, and book the appointment at any of MedWorks Occ health clinic

*Pricing must include the collection cost, lab testing cost, test kit cost (only if an oral fluid collection kit is required), and the shipping cost by courier.

*Note: Dynacare provides Purolator waybills to send specimens collected to the lab and invoices MedWorks at cost.

Once the order is confirmed by the Company, MedWorks Corp Booking team will change the status of Estimate to ACCEPTED on QuickBooks.

BOOKING at a DYNACARE Location

For Booking at a Dynacare location: Please refer to the Dynacare booking document on BOX. It includes the Dynacare booking process along with Dynacare collection locations (Ontario and Quebec).

BOX Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

BELOW IS THE BOOKING PROCESS FOR REFERENCE:

This new Ontario service will provide a central point of contact for the booking of drug & alcohol testing appointments. These collections include:

Complete all required information on a National Drug Testing Appointment Booking Form* (client generated booking forms will be accepted in place of the Dynacare form however must include all the required information by Dynacare).

* A sample partly prefilled form can be found in BOX. The Booking Team will need to choose the contract # and if the sample is DOT or Non-DOT. Until we can gauge the number of bookings at Dynacare locations, we will not be providing pre-printed CCFs to Dynacare locations. Luke Hoy has confirmed that we can request the Dynacare location to amend one of their existing CCFs to accommodate our request. It is key to complete the appointment form accurately and completely so that the Dynacare location is aware to use an amended CCF and has the information to do so.

In the event an appointment must be cancelled, please contact NDT Customer Care by email or phone no later than 1 hour before the scheduled booking time. If the appointment is not cancelled within this time, a no-show/cancellation fee will be applied.

*To obtain a booking form, or for any questions please do not hesitate to reach out to Dynacare by email at [email protected] or by telephone at 877.679.6935 X5778.

FORM: National Drug Testing Appointment Booking Form

FORMS: (Forms are in Box Folder)- Folder: ALL Files> MedWorks Internal Working Files>Process Details Form Name: National Drug Testing Appointment booking form

ORDER PLACEMENT FOR DOT/ Non-DOT CUSTODY CONTROL FORMS & SUPPLIES for Partner Clinics:

Once there are trained/certified collection staff at MedWorks designated partner clinics, the MedWorks RN will place the first order for DOT and Non-DOT Custody Control Forms, and collection supplies (test kits and waybills) for the collection sites (i.e. Clinic location where the appointment has been booked).

FORMS: (Forms are in Box Folder)- Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

Form Name: MedWorks_Order Form

*After the initial supplies are delivered, the Clinic will be responsible for ordering additional supplies (if needed) from Dynacare using the order form.

SHIPMENT OF SUPPLIES TO CLINIC BY DYNACARE

After MedWorks RN has placed the order, Dynacare will ship the (Custody Control forms, and collection kits, waybills) to the Clinic directly.

APPOINTMENT

Email To: [email protected]

Fax Details: 705-999-8228 ; Contact Person Trevor Gillmore

*These details are to be provided to the clinic

*Fax details are in Box folder too

BOX Folder: ALL Files> MedWorks Internal Working Files>Process Details Drug & Alcohol Testing

File Name: Secure Fax Verification_MedWorks Completed

The ‘Employer’ copy of the Custody Control form must be uploaded to ‘BOX’. The Booking Team will retrieve the ‘Employer’ copy and upload it to the requesting company’s ‘BOX’.

*SAMPLE CUSTODY CONTROL FORM:

Pre-printed Custody Control Forms (CCFs) are provided by Dynacare. There are several types of forms including DOT and Non-DOT forms. Typically, these forms have 5 copies. The certified collector completes the form as part of the collection process and following the collection is responsible to distribute the copies accordingly in a timely fashion:

Copy 1- LAB (with the sample)

Copy 2 – MRO (to be faxed or emailed directly to Canadian MRO immediately following the collection)

Copy 3 – Collector (Clinic required to retain this copy)

Copy 4 – Employer (upload to ‘BOX’ for Booking Team to forward to customer)

Copy 5 – Donor (Clinic to give to the employee /candidate providing the sample)

RESULTS TIMELINE:

BILLING:

*The MRO makes the final determination as to whether a sample is positive.

CANCELLATIONS/NO SHOW FEE (For appointments booked at Dynacare)

In the event an appointment must be cancelled, please contact NDT Customer Care by email or phone no later than 1 hour before the scheduled booking time. If the appointment is not cancelled within this time, a no-show fee will be applied.

CANCELLATION/ NO SHOW FEE: $20

OVERVIEW

Service requests for insurance or occupational health may require laboratory tests. LifeLabs is the preferred MedWorks partner in Ontario, British Columbia and Saskatchewan and should be used whenever possible.

Some of our partner clinics providing services on our behalf may use LifeLabs.

Therefore, if a LifeLabs Requisition is provided to a client but the Doctor is not registered with LifeLabs, the Doctor’s information may (name, address, billing number or licence number) so that we can have them added to LifeLabs directory to facilitate their receipt of results. In these instances, the client is provided with a LifeLabs requisition completed by the examining physician and directed to the closest LifeLabs patient care facility. The clinic where the services have been conducted is responsible for tracking the results of the testing requested.

ONTARIO

BRITISH COLUMBIA

SASKATCHEWAN

TBA

Introduction

MedWorks stands at the forefront of health and wellness, offering a suite of services that redefine access to care for the international traveler market. By bringing more international travelers to local clinics, we not only expand your reach but also enhance the overall experience and health outcomes for these travelers. Our flexible healthcare models adapt to the unique needs of international travelers, whether they're on campus, at home, or traveling globally. By placing their well-being in their hands, we’re not just providing healthcare and wellness; we’re empowering them to take control of their health no matter where they are in the world. This ensures that they remain healthy, productive, and supported, even when they are on the move, ultimately contributing to a healthier, more resilient global community.

Once clinic partners have been secured through signed agreements, the next phase is clinic onboarding and training. This process begins with the following process:

1. Sales Manager to send Welcome Package

2. Sales Manager to send Clinic Agreement

3. Share contract including below:

4. Once the training is completed, Clinics will be open for business

5. Sales Manager to update the clinics list for Corp booking team along with prices

1. Sales Manager to send Welcome Package

2. RN/Sales Manager to share Template of screening of MedWorks recruited Clinic.

3. Medworks RN will then do the analysis what equipments and training is needed

4. Concurrently Sales Manager will reach out to clinics for Pre-negotiated prices.

ONCE THE ABOVE ARE FINALIZED:

5. Sales Manager will share contract (It should include):

6. RN will then share the forms (Put on Clinic Box folder)

7. RN to align training with Dr. Harmantas

8. Once the training is completed, Clinics will be open for business

9. Sales Manager to update the clinics list for Corp booking team along with prices

This article will show the process on how a end user can complete the profile registration for Box

The process is as follows for users depending on their roles:

Creating an Estimate – when an order comes in, the booking team will perform the following in QBO:

When the job is completed, estimates can then be turned into invoices, as follows:

Price Matrix:

QBO has Price Rules that can be applied and attributed to customers. When preparing an estimate or an invoice, the services will present as a drop down list depending on the services and respective prices linked to that customer.

I am in the process of setting this up. Janice is providing me with a price matrix early next week. This will effectively have the CDS Sheets maintained in QB for all customers.

Margin Analysis and Supplier Pricing

The last step here is to put together margin analysis by applying suppliers and their respective pricing to an Estimate. Unfortunately, this piece is beyond my expertise and research; we are therefore waiting for Kreston to get back to us and to coordinate a meeting with a QBO representative.