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Departments & Profiles

Organize your laboratory's operational structure with Departments and sell bundled services with Testing Profiles. Together they control how work flows to benches and how receptionists quote packages.

ScreenRoutePermission
Test Departments/admin/test-departmentsdepartments
Testing ProfilesPart of catalog workflowprofiles

Departments

Departments represent physical or logical sections of the lab — Hematology, Microbiology, Molecular, Histopathology, and so on.

mermaid
flowchart TB
    INV[Invoice created] --> SAM[Sample registered]
    SAM --> DEP{Department}
    DEP --> H[Hematology queue]
    DEP --> B[Biochemistry queue]
    DEP --> M[Microbiology queue]
    H --> RES[Results entry]
    B --> RES
    M --> RES

Department fields

FieldPurpose
NameDisplay label on screens and reports
CodeShort identifier for filters
Sort orderQueue ordering in bench views
ActiveHide without deleting historical data

Assigning tests to departments

Each catalog test links to exactly one primary department. When a sample is collected:

  1. Tests on the invoice determine required specimens.
  2. Samples appear in department-specific worklists.
  3. Pending and delayed sample reports group by department.

Multi-site labs

Pair departments with collection centers so each branch routes work correctly while sharing one catalog.

Testing profiles

A profile is a pre-defined bundle of catalog tests sold at a package price — ideal for health checkups, antenatal panels, and corporate screening.

mermaid
flowchart LR
    subgraph Profile["Executive Health Profile"]
        T1[CBC]
        T2[Lipid]
        T3[LFT]
        T4[RFT]
        T5[Thyroid]
    end
    REC[Reception] --> Profile
    Profile --> INV[Single invoice line or expanded lines]

Creating a profile

  1. Open the profiles management area (requires profiles.create).
  2. Enter profile name, code, and bundle price.
  3. Add member tests from the catalog.
  4. Optionally set marketing description for printed materials.
  5. Activate when ready for invoicing.

Profile vs individual tests

AspectIndividual testsProfile
PricingPer-test defaultBundle override
WorkflowFlexible orderingStandardized panel
ReportingPer-test TATWorst-case or profile TAT
DiscountsRate lists per testMay apply to profile line

Department view permission

The departments module is labeled Department View in the permission matrix. Bench staff typically receive:

  • departments.view — see department filters
  • samples.view/edit — process worklists
  • results_entry.view/create/edit — enter results

Catalog administrators need departments.create/edit to restructure the lab.

Medicine groups (catalog parameters)

Related but distinct: Medicine Groups (/admin/medicine-groups) group prescription parameters and structured fields. Use them when:

  • Prescribing clinicians select drug classes on registration
  • Result templates share pick-list options
  • Corporate clients require custom metadata capture

Permission: catalog_parameters.*

Operational reports

Department and profile configuration feeds:

ReportConnection
Test performanceVolume by test and department
Turnaround timeTAT by department
Top testsIncludes profile members when expanded
Labs reportActivity across branches

Best practices

PracticeBenefit
Keep department count manageableClear ownership per bench
Align profile codes with marketingEasier CRM campaigns
Review profile pricing quarterlyMargin protection
Document outsource tests per departmentCorrect routing to reference labs

Renaming departments

Renaming is safe for display, but changing codes after go-live may break saved report filters. Communicate changes to staff.

Ease Lab — Cloud Pathology Lab Management