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How-To Guides
Task-focused guides for common EaseLab operations. Each guide provides step-by-step instructions with links to reference documentation.
Available guides
| Guide | Audience | Time |
|---|---|---|
| Create Your First Invoice | Reception | 10 min |
| Enter & Verify Results | Lab tech / pathologist | 15 min |
| Send Report to Patient | Reception / lab | 5 min |
| Manage Staff & Roles | Lab admin | 20 min |
| Backup & Restore | Owner / platform admin | 30 min |
| Connect an Analyzer | IT / lab admin | 45 min |
| Import / Export Data | Admin | 20 min |
Before you start
| Requirement | Check |
|---|---|
| Active account | Not locked or suspended |
| Permissions | Listed at top of each guide |
| Browser | Chrome, Edge, or Firefox (latest) |
Guide vs tutorial
| Format | Purpose |
|---|---|
| How-To (this section) | Single task, minimal context |
| Tutorial | Multi-step learning path over hours |
| Reference | Complete feature documentation |
Quick links by problem
| I want to… | Go to |
|---|---|
| Fix login issues | Troubleshooting: Login |
| Unlock my lab | Troubleshooting: Billing |
| Understand API | API Reference |
| Learn from scratch | Tutorials |
Workflow map
mermaid
flowchart LR
A[Patient] --> B[Invoice]
B --> C[Sample]
C --> D[Results]
D --> E[Verify]
E --> F[Report]| Stage | How-To guide |
|---|---|
| Patient + Invoice | First Invoice |
| Results | Enter Results |
| Delivery | Send Report |
| Staff setup | Manage Roles |
| Integration | Connect Analyzer |
| Data ops | Import/Export |
| Recovery | Backup & Restore |
Permission quick reference
| Guide | Minimum permissions |
|---|---|
| First invoice | invoices.create, patients.view |
| Enter results | results_entry.edit |
| Send report | report_delivery.create |
| Manage roles | users.manage, roles.manage |
| Backup restore | Tenant owner |
| Connect analyzer | Tenant admin + plan feature |
| Import/export | Varies by data type |