- Appointment booking: Receptionist
- Sample collection: Laboratory User
- Result entry: Laboratory User
- Result approval: LabTest Approver
Available Lab Tests
The centre currently has two configured blood test templates:
Additional test templates can be added by the Healthcare Administrator (see Centre Settings).
Step 1: Creating a Lab Test Record
When the patient arrives for their Lab Test appointment, open the appointment and click Create Lab Test from the action buttons. This prefills the patient details. Alternatively, go to Lab Test in the workspace and click Lab Test, then click New.
Key Fields
Click Save (do not submit yet - the result is not known at this stage).
Step 2: Sample Collection
A Lab Test order triggers the need for a blood sample. Go to Lab Test in the workspace and click Sample Collection, then click New.
Sample Collection Fields
Click Save. The sample is now in the system. When it reaches the laboratory, update the Status to Received.
Step 3: Processing in the Lab
The laboratory processes the sample according to standard protocol. When the result is ready:- Open the Lab Test record.
- Find the Normal Test Items table.
- For each parameter in the test, enter the result value, the reference range, and the unit of measurement.
- If the result falls outside the normal range, mark it accordingly.

Step 4: Attaching the Result Image
For tests where the lab produces a physical printout, strip scan, gel image, or PDF report, attach it directly to the Lab Test record. Find the Result Image field (custom field on this site). Click the upload icon next to it.
- Select the image file or PDF.
- Wait for the upload to complete.
- The file name appears next to the Result Image field.
Step 5: Approving the Result
Before a lab result is shared with the patient, it must be reviewed and approved by a LabTest Approver. Open the Lab Test record and click Approve from the action bar.Step 6: Sharing Results
After approval, the patient receives an SMS that their result is ready. They can log in to the patient portal to view and download their report. The Laboratory User or Receptionist can also print the result report using the Print button on the Lab Test record. The printed report uses the centre’s configured letterhead.Specimen Records
For tests that require tracking the physical sample container (labelled tube, slide), a Specimen record can be created from the Sample Collection. This gives each sample a barcode-friendly reference number for lab tracking.Lab Test Field Reference
Best Practices
- Always create the Sample Collection record immediately when drawing blood. This prevents the sample from becoming “untracked” if the patient’s result takes several hours.
- Label physical sample tubes with the patient name and Lab Test record ID before sending to the lab. This prevents sample mix-ups.
- Attach the result image before approving. Once approved, the record is locked and the image cannot be changed.
- If a result is abnormal (significantly outside the reference range), call the patient or their referring doctor directly rather than waiting for them to check the portal. Record that you called them in a note on the record.
- The H1B1 test result is typically available within 24-48 hours. The Hemoglobin test result is available within the same day. Set patient expectations when booking the appointment.