Newsletter: Send Update Participant Roster Announcements

Use the Newsletter to Send each account their Current Participant List Prior to Random Selections

Before running a random selection, it’s important that client accounts have an up-to-date participant list. The Newsletter feature in DrugTestNetwork (DTN) allows you to easily send a message to multiple accounts at once with options to include their current personnel roster so it can be reviewed and updated.

Best Practice: Send this reminder a few days before generating a random selection to give clients time to make updates.

Access the Newsletter Feature

  1. Go to the Utilities menu
  2. Select Newsletter Utilities

Step 1: Enter the Email Subject and Message

  • Enter a clear Subject Line (required)
  • Compose your message
Suggested Subject: Review & Update Your Participant List
Suggested Message: Review your current participant list included here and make any necessary updates prior to the upcoming random selection. Ensuring your roster is accurate helps maintain compliance and prevents missed selections.

Step 2: Choose Who Will Receive the Email

After the sections Message and Closing Statement, you’ll see the section: Indicate the Extent of the Broadcast.  To send the email to a consortium, select Only Selected Consortium, and choose the consortium in the drop-down.

Tip: Use the selected consortium option when preparing a random selection for that specific group.

Step 3: Include the Participant List

The newsletter allows you to include each account’s current personnel roster directly in the email.

Select one of the following options:

  • Active — Only currently active participants
  • Active & Pending — Includes participants not yet fully active
  • ALL — Includes Active, Pending, and Not-Active participants
Important: The participant list cannot be sent when the extent of the email is Everyone - some client contacts (reps) may not be assigned to an account and a list cannot be determined in these cases.

Step 4: Preview or Count Recipients

Before sending, you have options to verify your email:

  • Preview (Show) — Opens a preview of the email
  • Count — Displays how many recipients will receive the message
Recommended: Always preview your message to confirm the message before sending.

Step 5: Send the Newsletter

Once everything looks correct:

  • Confirm recipients and participant inclusion settings
  • Review your message content
  • Proceed with sending the email

Workflow Tip: Preparing for Random Selection

Recommended Workflow:

  1. Send the newsletter requesting participant updates
  2. Allow time for client accounts to review and update their rosters
  3. Verify key accounts if needed
  4. Run the random selection with confidence that your data is current

Final Tip

Using the newsletter feature for participant updates is one of the most efficient ways to communicate with multiple accounts at once. A quick reminder before each random selection helps improve accuracy, compliance, and overall program quality.

SAP/EAP Follow-Up Randon Periodic Drug Testing

Random Periodic Drug Testing Strategies: Individual, Color-Coded, and Horizon-Based Scheduling

In modern drug and alcohol testing programs—particularly those supporting rehabilitation, drug court, family court, DOT compliance, and employee assistance programs—effective scheduling is critical. Testing must be random, defensible, scalable, and operationally practical.

Often, scheduling approaches often fall short when programs expand or when participant requirements vary. DrugTestNetwork (DTN) introduces a comprehensive framework that automatically generates periodic testing dates to adapt to multiple program models, ensuring both compliance and efficiency.

This article outlines the core scheduling methodologies available within DTN, including:

  • Individually scheduled periodic testing
  • Color-coded group testing
  • Fixed-date program scheduling
  • Open-ended horizon-based scheduling
  • Constraint-based randomization and failure handling

1. Individually Scheduled Periodic Testing

Individually scheduled testing generates a unique set of randomized test dates for each participant based on defined parameters:

  • Frequency (nDays) — number of required tests
  • Timeframe — number of days in the testing window

For example, a 2/14 configuration requires two test dates within every 14-day window. Each participant’s schedule is generated independently, ensuring:

  • Maximum randomness
  • Even distribution of testing volume
  • Reduced risk of predictable patterns

This model is particularly effective when participants report to a single clinic or limited number of collection sites, as it prevents operational bottlenecks caused by concentrated testing volume.


2. Color-Coded Testing (Group Scheduling)

Color-coded testing introduces a group-based scheduling model where a predefined set of randomized dates is generated for a Color Code (e.g., Red, Blue, Green).

Participants assigned to a color inherit that color’s schedule, meaning:

  • All participants with the same color test on the same dates
  • Administrative overhead is significantly reduced
  • Scheduling becomes standardized across groups

This model is highly effective in distributed environments where participants report to multiple clinics across a region, city, or state. However, it requires careful planning when participants share a single collection site, as simultaneous testing requirements may exceed capacity.


3. Fixed-Date Program Scheduling (Start/End Defined)

Many rehabilitation and court-ordered programs operate within a defined enrollment period. DTN supports fixed-date scheduling based on:

  • Program Start Date
  • Program End Date

Within this window, the system generates all required test dates according to the participant’s frequency and timeframe configuration.

This approach ensures:

  • Full coverage of the program duration
  • Compliance with court or clinical requirements
  • Clear visibility into all upcoming obligations

Fixed-date scheduling is commonly used in:

  • Drug court programs
  • Family court monitoring
  • Structured rehabilitation timelines

4. Open-Ended Scheduling with Extended Horizons

Not all participants have a defined program end date. For these cases, DTN introduces horizon-based scheduling, where test dates are generated forward into the future without requiring a fixed end date.

A configurable horizon (e.g., 90 days, 6 months) ensures that participants always have upcoming scheduled tests while avoiding unnecessary long-term projections.

With Nightly Extension enabled:

  • The system automatically extends future dates as time progresses
  • Participants never “run out” of scheduled tests
  • Administrative intervention is minimized

Additional logic prevents excessive generation by skipping participants whose schedules already extend sufficiently into the future.


5. Dynamic Rescheduling and Parameter Changes

When a participant’s testing requirements change—such as frequency or timeframe—DTN treats the update as a new scheduling profile.

The system:

  • Deletes all future scheduled dates (typically from tomorrow forward)
  • Regenerates dates using the updated parameters

This ensures:

  • Consistency with current program requirements
  • No overlap or conflict with prior scheduling logic
  • Clean transition between testing protocols

6. Constraint-Based Randomization

DTN’s scheduling engine incorporates real-world constraints to ensure both compliance and practicality:

  • Exclusion of specific days (e.g., weekends or holidays)
  • Exception calendars (e.g., clinic closures, holidays)
  • Non-consecutive day rules
  • Daily capacity balancing across participants

These constraints are applied during date generation to produce schedules that are both random and operationally viable.


7. Failure Handling and Audit Transparency

In certain scenarios, it may not be mathematically possible to generate all required test dates within a timeframe due to constraints.

Rather than failing silently, DTN:

  • Logs the issue with detailed reason codes
  • Continues generating remaining viable dates
  • Provides reporting for administrative review

This ensures transparency and allows program managers to take corrective action when necessary.


8. Operational Efficiency and Industry Impact

The combination of individual scheduling, color-coded grouping, and horizon-based automation positions DTN as a comprehensive solution for modern testing programs.

Key benefits include:

  • Scalable scheduling across thousands of participants
  • Reduced administrative overhead
  • Improved clinic load management
  • Enhanced compliance with regulatory and judicial requirements
  • Defensible randomization methodologies

Whether managing a small rehabilitation program or a large multi-site testing network, DTN provides the flexibility and control required to maintain both efficiency and integrity.


Conclusion

Periodic drug and alcohol testing is no longer a one-size-fits-all process. Programs vary in size, structure, geography, and compliance requirements.

By supporting multiple scheduling strategies—including individual randomization, group-based color coding, fixed program timelines, and automated horizon extension—DTN enables organizations to design testing protocols that align with their operational realities.

This flexibility, combined with robust constraint handling and audit transparency, establishes DTN as a leading platform in the drug testing and rehabilitation monitoring industry.

Participant List: eMail to Contact / DER

Sending a Participant List to a DER (Designated Employee Representative)

Keeping your clients informed is an important part of managing your program in DTN. You can quickly send a participant list to each company’s Designated Employee Representative (DER) — either in the email body or as a CSV attachment.


Step-by-Step: Send a Participant List

  1. Search for the Company
  2. Click the Email Personnel icon 
  3. Select the Recipient(s)
    Contacts for the company will appear with checkboxes.Ensure the DER is selected.Select additional contacts if needed.

Choose Which Participants to Include

Select the scope of participants to include in the list:

  • Active — Only currently active participants
  • Active & Pending — Includes participants not yet fully active
  • ALL — Includes Active, Pending, and Not-Active participants
Tip: Choose the option that best fits what your client needs to review. Most DERs prefer Active or Active & Pending.

Choose How to Send the List

  • Include in Email Body
    The participant list appears directly in the email message.Best for quick viewing.
  • Attach as CSV File
    Adds a downloadable spreadsheet file.Ideal for sorting and filtering.

Optional: Add Additional Recipients

You are not limited to saved contacts.

  • Enter a name and email address manually to include someone not listed
  • Add yourself to preview the email before sending
Preview Tip: Sending the email to yourself first is a great way to confirm formatting and content before delivering it to your client.

Use an Email Template (Recommended)

Save time by creating a reusable email template instead of writing messages from scratch each time.

To create or edit a template:

  1. Go to the Other-Data menu
  2. Select Mail/Text Messages & Other Documents
  3. Choose Current Personnel Roster
Efficiency Tip: Create a standard message for participant lists and simply make small edits before sending. This can save significant time when working with multiple clients.

Final Step: Review and Send

Before sending, confirm the following:

  • Correct recipients are selected
  • Participant scope is correct (Active, Active & Pending, or ALL)
  • Message content is accurate
  • List format is correct (email body or CSV attachment)
Final Tip: A quick review helps ensure your message is clear, accurate, and professional before sending.