Attendee Information Manager 6.0

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Attendee Information Manager 6.0
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Agenda

• Sageful Solution Overview
• Attendee Information Manager version 6.0
• (optional) demo
• Questions and Answers
• Next steps

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Benefits of Sageful Solutions

• Improves outcomes increases employee
  accountability
• Empowers
• Employees with the right information at the right
  time
• Management with extensive audit trails

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Benefits of Sageful Solutions

• Improves outcomes increases employee
  accountability
• Empowers
• Employees with the right information at the right
  time
• Management with extensive audit trails
• Improves collaboration within and between
  organizations
• Secure sharing of information in whatever form
• Electronic records, documents, faxes, etc.
• When critical events occur
• Users are alerted
• Key reports are generated

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Benefits of Sageful Solutions

• Improves outcomes increases employee
  accountability
• Empowers
• Employees with the right information at the right
  time
• Management with extensive audit trails.
• Improves collaboration within and between
  organizations
• Secure sharing of information in whatever form
• Electronic records, documents, faxes, etc.
• When critical events occur
• Users are alerted
• Key reports are generated

• Increases program efficiency and reputation
• Automation of manual processes
• Reduces error
• Saves time and money

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Benefits of Sageful Solutions

• Improves outcomes increases employee
  accountability
• Empowers
• Employees with the right information at the right
  time
• Management with extensive audit trails
• Improves collaboration within and between
  organizations
• Secure sharing of information in whatever form
• Electronic records, documents, faxes, etc.
• When critical events occur
• Users are alerted
• Key reports are generated

• Increases program efficiency and reputation
• Automation of manual processes
• Reduces error
• Saves time and money
• Demonstrates the return on the drug testing
  investment
• Sophisticated analysis of results, donors, and
  programs can prove all these benefits and show
  budget setters the positive return attained on
  the drug testing investment

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Benefits of Sageful Solutions

• Improves outcomes increases employee
  accountability
• Empowers
• Employees with the right information at the right
  time
• Management with extensive audit trails
• Improves collaboration within and between
  organizations
• Secure sharing of information in whatever form
• Electronic records, documents, faxes, etc.
• When critical events occur
• Users are alerted
• Key reports are generated

• Increases program efficiency and reputation
• Automation of manual processes
• Reduces error
• Saves time and money
• Demonstrates the return on the drug testing
  investment
• Sophisticated analysis of results, donors, and
  programs can prove all these benefits and show
  budget setters the positive return attained on
  the drug testing investment

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Sageful Solutions

• Drug and alcohol test management solution for
  corporate, medical, criminal justice DAT programs
• DAT Information Manager
• Community corrections solutions for drug courts,
  reentry programs, probation and parole
• DAT Information Manager
• Attendee Information Manager

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Sageful Solution Road Map
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Sageful Solution Road Map
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Sageful Solution Road Map
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Sageful Solution Road Map
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Sageful Solution Road Map
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Sageful Solution Road Map
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Positive Customer Reaction For Sageful Solutions

• It's a great tool that actually frees up time
  for my case workers and officers to do more, so
  they aren't stuck behind a desk doing paperwork
  all day."
• We think well get an ROI in under one year and
  that doesnt account for the biggest benefit of
  AIM reducing recidivism and making the community
  safer.
• John M. Flynn II, COO Community Corrections,
  Worcester County Mass
• In todays budget environment, we have to do
  more with less. AIM is really good at tracking
  vast amounts of information without letting
  important details slip through the cracks.
• Andrea J. Cabral, Sheriff, Suffolk County, Mass
• A key benefit will be to use AIM to
  automatically create required reports. Staff have
  spent far too much clerical time satisfying
  reporting requirements. Now they can spend more
  time providing clinical and educational services,
  so we can produce better outcomes while reducing
  costs.
• Stefan LoBuglio, Deputy Superintendent, Suffolk
  County
• "AIM is very user friendly.  Our staff has been
  able to pick it up very quickly."
• Julie White, Director, Suffolk County Women's
  Center

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Sageful Solutions Users
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AIM A Comprehensive Solution
Manages the overall case clients, specimens,
notes, schedules, ...

• Rich Chain of Custody work flow
• Bar coded specimen tracking
• Confirmations
• Reviews
• For MRO or Responsible Parties
• Accept/reject, retest,
• Supports all test methodologies
• Laboratory tests
• Onsite instruments
• Onsite, rapid tests
• If using Varian devices, there are additional
  benefits
• Automatic result recognition for newer cups (FDA
  pending)
• Automatic alerts for critical events

• Case Management
• Content-based, HIPAA-compliant permissions
• Scheduling
• Drug tests
• Events/classes
• Attendance tracking
• Comprehensive donor program info
• Name, photo, description
• Start/end date, Referrer
• Responsible parties, much more
• Open reporting system
• Crystal Reports
• Scales to fit the need
• Client/Server architecture
• Centralized control

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Drug Testing
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Rich Chain of Custody Work Flow

• Chain of custody is not a form
• It is a work flow that solves business problems

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Example Work Flows
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Iron-Clad Chain of Custody

• Bar coded specimen tracking is fast efficient
• Proveable chain of custody
• Every step in the process is recorded in the
  auditable transaction database
• Similar to what a bank uses to track funds
• Tamper-proof electronic signature
• Can be used at many different points of the work
  flow

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Result EntryFrom Labs, Onsite Instruments Or
Rapid Tests

• Laboratory Tests
• Manual or
• Automatic
• Electronic results from Sagefuls Lab Partners

• Rapid Tests
• Manual or
• Automatic
• Recognition of Varian devices
• Visual evidence of results
• Multi-devices can be combined into a single
  logical test
• Multiple sticks
• Stick and cup

• Onsite Instruments
• Manual or
• Automatic
• Integration with machine

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Enhancements For Those Using Varian Rapid Tests

• Manual results
• WYSIWYG entry
• Results are clicked into a device specific
  display
• Enforces procedure
• Can only be input after valid bands are entered

• Computerized result recognition
• Automates and speeds up data entry!
• CupKit, CupKit 501, CupKit M2K, CupKit 5, CupKit
  Pro5, OnTrak TesTcup II, OnTrak TesTcup II 501,
  OnTrak TesTcup II M2K, OnTrak TesTcup II 5,
  OnTrak TesTcup II Pro5

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Supports All Confirmation And Review Policies

• Lab-based Testing
• When to Review policy choices
• Never
• Always
• Sometimes
• Case by case
• Probability
• Random 10
• What to Review choices
• Just positives
• All results

• Onsite-based Testing
• When to Review and/or Confirm
• Never
• Always
• Sometimes
• Case by case
• Probability
• Random 10
• Result dependent
• Onsite neg-MRO
• Onsite pos-Lab-MRO
• What to Review and/or Confirm
• Just positives
• All results

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Electronic ReviewOf Onsite or Lab Results
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Electronic ReviewOf Onsite or Lab Results

• Reviewer can then
• Accept/reject results
• Order confirmation or retest
• Communicate their decision to various parties
• Review chain of custody data

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Automatic Alerts Of Positives, Adulterated, Etc.

• Instantly alerts responsible party (or parties)
• No cracks to fall through
• Anywhere in the world, in any organization
• Alert pop-up
• Email, page,

• Alerts pop up indefinitely until opened and
  acknowledged
• Employee accountability

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Alerts Are Designed To Be Noticed Yet Employees
Have Complete Control

• Can Snooze one to all
• Will be reminded later
• 5 minutes to 24 hours

• Can simply double click to open the Alert message

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Alert Recipient

• Alert message contains summary

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Case Management
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Client And Program Information
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ALL Relevant Client Info Is Tracked

• Info that would not other-wise fit in the
  database can be dragged dropped into an
  attendees record
• Faxes, email, documents, etc
• Secure, backed up
• Sharable

• Contact info
• Attendees
• Aliases
• Professionals
• Scars, Marks, Tatoos

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Case Notes

• Dual options
• MS Word
• Complete freedom and power of Word
• Quick Notes
• Text is searchable from within AIM
• Can be used in reports
• Can be categorized

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Control Over Software Functionality AND HIPAA
Regulated Content
Dual Permission Systems

• Content-based permissions
• Important for HIPAA

• Traditional permissions
• Groups and users
• User name and password

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Reporting

• Analyze results from infinite angles, demonstrate
  outcomes, etc.
• Improve internal processes
• Content based permissions apply
• Open reporting system
• Easy to add/customize your own reports
• Report templates created with Crystal Decisions
  Crystal Reports

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Reporting

• Drug Testing Reports
• Drug and Alcohol Test Summary
• Testing Results
• By Organization
• by Level
• by Color Group
• Cumulative Results History
• Organization Summary
• Drug Testing Summary
• Annual / Org. / Month
• Failure-to-Appear Report
• Program/Color Group Roster

• Reports can be exported into
• Acrobat
• Html
• MS Excel
• ODBC
• Rtf
• Csv
• XML
• Text
• And
• Emailed
• Saved to
• hard disk
• MS Exchange or Lotus Domino folders

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Sample Drug Testing Reports
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Sample Corrections Reports
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Drug Test Scheduling

• Donors can be assigned to groups
• Groups are randomly scheduled according to
  rules
• Period
• Weekly or monthly
• Number of times per period
• Excluded days
• Excluded groups pairings
• Section (within Groups) load balancing
• Donors can be automatically assigned to Sections
  to keep them equal in number
• Ad hoc
• Walk up testing

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Event/Class Scheduling

• Graphic scheduling
• Views
• Monthly, daily, weekly
• Rosters
• Events may be
• For groups / individuals
• Recurring or non-recurring
• Classes may be sequenced into curricula
• Track A, B, C
• Low risk, High risk
• etc

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Attendance

• Attendance taking
• Designed for non-secure or remote classrooms
• Event or Individual
• Happily coexists with paper

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Improved Enterprise Support

• Automatic execution of external programs
  triggered by
• Time
• Drug test work flow events
• Positives, signatures,
• External programs can be created that do nearly
  anything
• After each positive, automatically update the
  mainframe system.
• At 1100 automatically run the no-show report
  and email it to me.
• After a donor electronically signs,
  automatically print their consent form on the
  network printer across town.

• Complete centralized control of all software
  clients
• Automatic client updating
• Customization settings that
• Follow the user
• Stay with the computer
• Improved multi-site and group capabilities
• Customizable field names

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A Turnkey Solution

• Hardware options
• Personal computer
• Plastic ID card printer
• Bar code scanner
• Flat bed scanner
• Signature device
• Digital camera
• Customization and integration from professional
  services is also available

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Discussion Next Steps