Complio Student Guide

 
 
 
        © American DataBank 2020 
Complio 
Student Guide 
 
Contents 
1  Getting Started .................................................................................. 2 
1.1. Creating Your Complio Account .............................................. 2 
1.2. Placing an Order ....................................................................... 3 
1.3. Navigating Your Complio Account .......................................... 6 
2  Compliance Tracking ....................................................................... 10 
2.1. Viewing Requirements .......................................................... 10 
2.2. Submitting Documentation ................................................... 11 
2.3. Exceptions .............................................................................. 14 
2.4. Tracking Your Compliance Status ......................................... 15 
3  Background Screening .................................................................... 16 
3.1. Criminal Background Checks ................................................. 16 
3.2. Drug Screening ....................................................................... 18 
3.3. Fingerprinting ......................................................................... 19 
Frequently Asked Questions .............................................................. 20 
Student/Applicant Support ................................................................ 23 
 

1 Getting Started

1.1. Creating Your Complio Account

To begin, access the unique Complio website for your institution.

Click “Create Account” to begin setting up your Complio account. If you already have an

account, select “Member Login” instead.

Complio requires you to create a

unique username and a secure

password to protect the information

within your account.

Use the dropdowns to select your

state, city, and ZIP code.

Once you’ve entered your information,

click “Create Account and Proceed”.

Once you’ve created

your account, you’ll

receive an activation

email. Click the link

in the email to finish

setting up your

Complio account.

1.2. Placing an Order

The first time you log into Complio, you will be prompted to place an order.

Click “Get Started” to begin the ordering process.

The system will prompt you to select your program first. Navigate through the dropdowns,

selecting the option that applies to your program, until there are no more dropdowns. Then

click “Load Packages.” If you don’t know which option to choose in any of the dropdowns,

reach out to your school administrators, as they are the ones who determine these options.

Your school may bundle packages together.

When selecting your package(s) to order, you can view

additional details by clicking “View Package Details.”

If you have any questions about which packages you’re supposed to select, reach out to your

school administrators, as they set the compliance requirements for your program.

Once you’ve selected your package(s), click “Next” to proceed.

Depending on the package(s) you’ve selected, you may be prompted to enter additional

information. For example, if you order a background screening package that includes an

employment verification, you will be asked to provide employer information.

You will then be prompted to

agree to and sign the Complio

Authorization forms.

To sign these forms, scroll down

to the signature box.

Use your mouse or trackpad to

Click “Next” to reload the

document with your submitted

signature now displayed.

Once you’ve signed the forms,

click “Next” to continue to

payment.

Payment options vary by institution, so be sure you select the right option for you.

Follow the steps to complete payment and click “Continue” to finalize your order.

1.3. Navigating Your Complio Account

Your Complio dashboard displays the details of your background screenings and compliance

subscriptions.

Some common payment options:

Credit Card/Debit Card – Pay directly using a credit/debit card. Payment is processed immediately

Invoice with Approval – The cost of your order will be covered by your institution; however, the

order requires school approval in order to be processed.

Money Order – Pay directly by sending a money order or check to: American DataBank, 110 16

Street 8

Floor, Denver, CO 80202. PLEASE NOTE: If you choose to pay by money order, your

subscription and/or background check will not begin until American DataBank receives payment.

At the top of your dashboard, you will see tabs for Immunization/Compliance Tracking,

Background Screening, and/or Clinical Rotations (depending on what packages you’ve

ordered). You might not have all three tabs on your profile.

Immunization/Compliance: If you have a compliance tracking

subscription, this will be where you can see the list of compliance

requirements, as well as the status of each. This will also be where

you submit compliance information for each of these requirements

(see “Submitting Documentation”).

Background Screening: If you have ordered a background check

(including any drug screening or fingerprinting checks), you will be able

to view the details of your order in this tab. Additionally, once the

background check is complete, you will be able to view the results

here.

Clinical Rotation: If your school has assigned you to a clinical

rotation in Complio, you will be able to view the clinical compliance

requirements here. You will also be able to view your previous clinical

rotations here.

On the left-hand side of your dashboard, you will find additional menu options for managing

your Complio account:

Edit Profile – Edit your personal

information, manage notifications, set up

two-factor authentication

Get Started – Opens a popup with basic

instructions on using Complio

Order History – View past orders, renew

and change subscriptions

Message Center – View and send

messages securely within your Complio

account

Report – Generate a one-page “passport

report” of your compliance details

Profile Sharing – Share your compliance

information with a third-party

Video Tutorials – Access a library of video

tutorials on topics ranging from submitting

documents for review to profile sharing

Required Documents – View a list of

required compliance documents for your

institution and/or your clinical rotations

Job Opportunities – View job openings

posted in Complio

Lastly, at the top right of your dashboard are additional options for managing your account.

➢ Upload Documents – Access and manage your Document Library; upload additional

documents as needed

➢ Video Tutorials - Access a library of video tutorials on topics ranging from submitting

documents for review to profile sharing

➢ Place Order – Begin the order process for a new package or subscription

2 Compliance Tracking

2.1. Viewing Requirements

When you log into Complio, a popup appears detailing the requirements you are still non-

compliant for, or which you will fall out of compliance for soon.

Your dashboard shows you the list of compliance requirements you must complete for your

institution. To download a list of your requirements and the details of each one, click

“Requirement Explanation.”

2.2. Submitting Documentation

Before you can start submitting your compliance requirements, you will need to gather your

documentation.

You may need to contact your healthcare provider to obtain some of the required

documentation.

If the documentation is not a digital file you can take a photo or scan it.

Complio can accept files of most common formats, including:

JPG

PDF

BMP

DOC

DOCX

GIF

PNG

TIFF

TXT

RTF

To submit a requirement, locate it from your dashboard. Click Enter Requirements to open

the compliance category.

Select Browse to select the appropriate

document file from your computer.

When submitting documents, you can also leave a brief note, which will be visible to your

school administrators. This step is optional.

Finally, click “Submit” to finish entering the item.

Next, select the item

you’re ready to submit,

then fill in the fields

that appear below.

TIP:

You can also choose your compliance document(s) from the “Document” dropdown.

The options in this dropdown will include anything you’ve previously uploaded, as well

as any documents in your Document Library.

IMPORTANT!

Some compliance categories may require

multiple items. For example, an

immunization requirement may require

you to have 2 documented doses of the

vaccine. If that’s the case, make sure you

submit documentation for both the first

dose and the second dose.

Once you’ve submitted…

If American DataBank is reviewing your document submissions, your

submission will be reviewed within 1-3 business days.

If an item is ever rejected, you will receive an email notification

indicating why the item was rejected and recommending steps to take

to become compliant.

2.3. Exceptions

If you cannot complete a compliance requirement—for example, if you

are allergic to a vaccine—your school may allow you to apply for an

exception.

To apply for an exception, locate the requirement on your dashboard and

click “Enter Requirements.” Then select the Apply For Exception option.

If you select this option, you will need to indicate whether you are applying for an exception

for an entire compliance category (for example, Hepatitis B) or a single compliance item (for

example, a vaccine dose).

You will also be required to submit supporting documentation, as well as a note explaining

why you believe you need an exception.

Once you’ve entered the information, click Submit to finish applying for the exception.

IMPORTANT!

Exceptions are reviewed by school administrators, not by American

DataBank. If you applied for an exception that has not been

reviewed after several days, contact your school administrator for

further assistance.

IMPORTANT:

NOT ALL SCHOOLS

ALLOW FOR

EXCEPTIONS!

2.4. Tracking Your Compliance Status

Your compliance status is tracked both overall and requirement-by-requirement.

Your overall compliance status is summarized at the top of your dashboard.

You can also view the status of individual compliance requirements on your dashboard. The

symbol to the left of the requirement name indicates the current status.

GREEN CHECKMARK = Compliant

RED X = Incomplete/Non-Compliant

BLUE CHECKMARK = Approved by Exception or Override

YELLOW EXCLAMATION POINT = Pending Review (i.e., if all

submitted items are approved, you will become Compliant)

GRAY SEMICIRCLE = Optional/Non-Required

Complio also sends you email notifications whenever there is a change to

your compliance status, whenever a submission is rejected, or whenever

items are set to expire soon. Keep an eye out for Complio notifications, as

they will contain important information that will help you become, and stay,

compliant!

3 Background Screening

3.1. Criminal Background Checks

If you need to order a criminal background check in Complio, you will need to select the

appropriate background check package when placing your order. Your institution may have

various options, so make sure you select the correct one(s).

If you don’t know which background screening package to order, contact your school to

confirm what your program requires.

IMPORTANT!

When you order a background check, the personal information you enter on your

Complio profile will be used EXACTLY AS ENTERED to process the check. Be sure to

double-check your personal information, as this information CANNOT BE EDITED

once your order is placed. If you place a background screening order and your

personal information is entered incorrectly—even if the error is just a small typo—

your school may require you to order another background check entirely.

If your background check includes any services that require additional information, such as

education verifications, employment verifications, or personal reference checks, you will be

prompted to enter the relevant information.

Most background checks are completed within 1-2 business days, but this can depend on

what services are included in the check.

When your background check is complete, the results report will automatically be uploaded

into your Complio account. You can view the report in your Background Screening tab or

from your Document Library. The report will also be emailed to you directly.

If you have any

questions about

your report,

including disputes

of the results,

please contact us.

3.2. Drug Screening

If your background check includes an electronic drug screening registration, you will be

prompted to select a drug screening location during the order process.

To select a drug screening location, enter a ZIP code in the collection site locator.

This will bring up a list of collection sites within a certain radius of the entered ZIP code. You

can enter your home ZIP code, or, if preferable, a different ZIP code (such as the code for

where you work or go to school). Once the list appears, select your preferred location.

Each drug screening location operates within a certain lab

network (such as Quest Diagnostics or LabCorp). If you

select a drug screening location but later decide that a

different location would be preferable, your registration

will be transferable, as long as the alternate location is

within the same lab network as the location you selected.

Drug screening results typically are returned within 1-3 business days after the specimen is

provided. If further testing is needed on your specimen, the results may take longer to come

back.

Drug screening results will automatically be uploaded into your Complio account. You will

also receive a copy of the results by email.

3.3. Fingerprinting

If your background check includes fingerprinting, you will receive instructions via email once

your order has been placed.

It’s important that you follow these instructions exactly as written, as agencies that process

fingerprint searches often have very strict procedures in place. If you have any questions

about your fingerprinting order or about the instructions you have received, please contact

us for assistance.

Fingerprinting protocols vary from state to state and agency to agency, so be

sure to read the instructions carefully. Some fingerprinting protocols can take

several weeks to process, so you’ll want to make your fingerprinting

appointment as soon as possible after placing your order.

TIP:

Try to drink no more than 8 oz. of water in the 2 hours prior to providing your drug

screening specimen. An excess of water in your urine sample can dilute the specimen,

affecting the results of the screening. If your drug screening comes back with dilute

results, you may be required to order another drug screening.

Frequently Asked Questions

I used to have a Complio account for a school I previously attended. Can I use the same

email to create a new account for my current school?

Yes. When you create your new account, you will be asked to link your two accounts. Once

you’ve linked your accounts, you’ll be able to switch between them freely, as needed.

I placed an order, but it doesn’t show up in my account yet. Why is that?

Your school may have an alternative payment method set up. For example, some schools

review all orders, meaning your order will only be processed once a school administrator

clears it. Another reason could be that you selected the Money Order payment option, in

which case your order will be cleared for processing once American DataBank receives

payment. Check the order details from your Complio account to confirm the payment

method used on your order.

All my immunizations are recorded on a single document. Can I use that document for all

of my immunization requirements?

Yes. You will still need to submit this document individually for

each requirement, but the system allows you to reuse the

same document as many times as necessary.

I need to apply for an exception, but the option isn’t available. Why not?

Not all schools allow for exceptions. Please note, this is purely at the discretion of the

school; American DataBank cannot allow you to apply for an exception if your school has

chosen to remove the option. If you believe you need an exception anyway, please contact

your school administrators.

I have to complete a drug screening, but I already know that I have a prescription that

could result in a positive test. What should I do?

If the screening reveals the presence of the tested substances in your specimen, the Medical

Review Officer (MRO) will attempt to contact you directly, up to 3 times, by phone. The MRO

may ask you to provide additional information, such as prescription information, that would

explain the presence of any flagged substances. After speaking with you, the MRO will

finalize and release the results of your drug screening.

My drug screening registration expired. Can I get an extension?

Typically, drug screening extensions are NOT available. If you believe your situation

warrants an exception, please contact your school administrator for written approval.

I submitted my document for review, but the compliance indicator still shows a red X for

“Incomplete.” Why doesn’t it show Pending Review?

The Pending Review icon (a yellow circle with a red exclamation point) only displays once you

have submitted everything you need to submit to become compliant. For example, if you are

required to submit 2 doses of a vaccine for an immunization requirement, and you’ve only

submitted 1 dose, the category will still be considered Incomplete. Check the requirement

explanation for the category to make sure you’ve submitted everything you need.

I’ve finished my program, but I keep getting notifications from Complio. How do I stop

these notifications?

To stop receiving notifications from Complio, you will need to mark yourself as Graduated.

To mark yourself as graduated, navigate to your Order History page. Click “View Details” on

your compliance tracking subscription. On the details screen, select the “I have graduated”

option. Please note, this will also prevent your school from seeing your compliance

information.

Who has access to my personal information in Complio? Is my information secure?

Complio is a secure, HIPAA- and FERPA-compliant system. All data is encrypted and your

personally identifiable information (PII) is never shared without your consent. Only

authorized administrators will have access to your compliance information. If you ever call in

to our Applicant Success Team, a representative will ask for identifying information first, in

order to confirm your identity before discussing any details about your profile; additionally,

as a rule, we only discuss student profiles with the students themselves.

Student/Applicant Support

Still have questions? Our Applicant Success Team is here to help!

Reach us by:

Email: complio@americandatabank.com

Responds within 1 business day

Phone: (800) 200-0853

Hours: 7am-6pm MT Mon-Fri; 8am-5pm MT Sat

Live Chat: Accessible through your Complio account

Hours: 7am-6pm MT Mon-Fri; 8am-5pm MT Sat

Mail: 110 16

Street

Suite 800

Denver, CO 80202