Scope & Purpose
Define covered workers, locations, and safety-sensitive roles. State whether applicants, employees, contractors, and volunteers are included, and clarify objectives for testing (safety, regulatory compliance).
A clear written policy reduces legal and operational risk by standardizing testing procedures, documenting consent and notice, and ensuring consistency across facilities. It supports defensible decisions under ADA, state employment law, and HIPAA where medical information is involved, and helps demonstrate compliance with ESIGN and UETA when using electronic acknowledgements.
Organizations and roles that manage employee safety, occupational health, and compliance use this policy to set consistent testing practices.
Use clear role assignments so each step—consent, collection, lab processing, result review, record retention—has an accountable owner and documented procedure.
Typically approves policy language, determines testing triggers, and authorizes disciplinary rules. Coordinates with legal and labor representatives to ensure enforceability and consistency across locations.
Operates the specimen collection program, confirms chain-of-custody procedures, oversees medical review officer (MRO) interactions, and documents return-to-duty plans following positive results.
Define covered workers, locations, and safety-sensitive roles. State whether applicants, employees, contractors, and volunteers are included, and clarify objectives for testing (safety, regulatory compliance).
Include the required consent language and method of obtaining consent (paper, electronic). Describe how consent can be withdrawn and the consequences of refusal to test.
Specify sample types, approved laboratories, chain-of-custody steps, split samples, specimen handling, MRO procedures, and timelines for testing and confirmation.
Explain how results are protected as medical information, who may access them, and technical controls such as encryption, access logging, and BAAs for vendors handling PHI.
Detail MRO review, employee notification, disciplinary or return-to-duty steps, and any required counseling or treatment referrals.
State retention periods for test records, who maintains them, and procedures for producing records for audits or legal requests.
| Field | Configuration |
|---|---|
| Authentication | Email link + optional SMS code |
| Field types | Signature, date, checkbox, text |
| Notifications | Automatic reminders and completion receipts |
| Storage format | PDF/A with audit trail included |
Verify file formats, authentication strength, and integrations before enabling electronic consent in production.
Ensure vendors handling PHI sign a BAA; confirm TLS 1.2/1.3 and AES-256 protections and maintain audit trails for each signed record.
Record when employee received and signed the policy.
Conduct tests before assignment to safety-sensitive duties.
Perform tests promptly after qualifying incidents per policy.
Notify employee and HR within defined business days.
Specify timeframes for split-sample requests and appeals.
A mid-size hospital required pre-employment and post-incident tests for clinical staff
A home health agency adopted random and reasonable-suspicion testing for field nurses
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7‑day trial, no credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
Provide signed records as PDF/A with embedded audit trails and separate CSV export for metadata.
Include timestamps, IP addresses, signer emails, and action logs to support evidentiary needs.
Store signed files with AES-256 at rest and TLS 1.2/1.3 in transit to protect PHI.
Attach chain-of-custody forms, MRO letters, and treatment/referral documentation where applicable.