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Send Report to Patient

Deliver verified lab reports via print, SMS, WhatsApp, or email. Reports must be in Verified status before delivery.

Permissions: report_delivery.create, quick.send_sms, quick.send_whatsapp, or quick.send_email

Prerequisites

RequirementCheck
Invoice statusVerified
Patient contactPhone and/or email on file
SMS creditsSufficient balance (if SMS)
Templates configuredAdmin → Settings → Notifications
  1. Open the verified invoice.
  2. Click Print Report.
  3. Select report template if multiple are available.
  4. Use browser print dialog or PDF save.

API: GET /lab/pms/invoices/{id}/report then browser render.

Mark as printed: POST /lab/pms/invoices/{id}/report-printed

Send via SMS

  1. Open invoice → Send Report (or quick action Send SMS).
  2. Confirm patient phone number.
  3. Select SMS template.
  4. Send.

The SMS typically includes:

  • Lab name
  • Invoice number
  • Online report link or access code

API: POST /lab/pms/invoices/{id}/send-report with { "channel": "sms" }

Send via WhatsApp

  1. Click Send Report → WhatsApp.
  2. Confirm phone number (with country code).
  3. EaseLab opens WhatsApp with pre-filled message, or sends via configured gateway.

Requires quick.send_whatsapp permission and WhatsApp integration setup.

Send via email

  1. Click Send Report → Email.
  2. Confirm patient email address.
  3. Report is attached or linked.

Requires valid email on patient record and SMTP configuration.

Online report access

Patients can also access reports without staff action:

  1. Visit lab's public portal (/portal/{slug}).
  2. Enter invoice number + access code.
  3. View and print report.

See Public Report Lookup.

Access codes are shown on printed receipts.

Bulk delivery

For ward or corporate deliveries:

MethodSteps
Batch printFilter verified invoices → print sequentially
CSV exportReports module → export list
Referral portalReferral doctors access via their login (if enabled)

Delivery tracking

ChannelWhere to verify
SMSAdmin → SMS Log
EmailCheck delivery status in logs
PrintInvoice history shows print timestamp

Troubleshooting

IssueSolution
Send button disabledInvoice not verified
SMS failedCheck credits and gateway config
Patient didn't receiveVerify phone number format (+92…)
Report blankRe-verify result entry completed

See Troubleshooting: Reports.

Ease Lab — Cloud Pathology Lab Management