Home Sampling Booking

Home sampling allows patients to request phlebotomy at their address — common for elderly care, corporate wellness, and post-discharge follow-up. Public booking complements internal scheduling in the tenant portal.

Booking channels

flowchart TB
    P[Patient] --> WEB[Public /home-sampling]
    P --> PHONE[Reception manual entry]
    WEB --> Q[Request queue]
    PHONE --> Q
    Q --> STAFF[Lab coordinator]
    STAFF --> PHLEB[Phlebotomist dispatch]
    PHLEB --> INV[Invoice + sample]

Channel	Route / screen
Public web form	/home-sampling
Staff portal	Tenant: Home Sampling
Phone	Reception creates equivalent record

Public booking form

Typical fields collected:

Field	Required	Notes
Patient name	Yes	Match ID at visit
Phone	Yes	SMS confirmations
Email	Optional	Receipt copy
Address	Yes	GPS link optional
Preferred date/time	Yes	Slot selection
Tests / profile	Optional	May require doctor note
Referral doctor	Optional	Links to referrals
Special instructions	Optional	Fasting, mobility

Submit creates a pending request — not a confirmed appointment until staff approves.

Slot capacity

Cap daily slots in settings to prevent overbooking phlebotomy routes.

Staff workflow

1. Open Home Sampling in lab portal.
2. Review pending requests filter.
3. Confirm or propose alternate slot.
4. Assign phlebotomist and route order.
5. On visit: collect sample, create invoice with home collection charge.
6. Register sample barcode in field.

sequenceDiagram
    participant Patient
    participant Portal
    participant Coordinator
    participant Phlebotomist
    Patient->>Portal: Submit booking
    Portal->>Coordinator: Notification
    Coordinator->>Patient: Confirm SMS
    Phlebotomist->>Patient: Home visit
    Phlebotomist->>Portal: Sample + payment

Pricing

Home collection charges configured under home_collection permission:

Model	Example
Flat visit fee	Fixed amount per trip
Zone surcharge	Distance bands
Waived for minimum order	Corporate contracts

Charges append automatically when invoice source is home sampling.

Permissions

Task	Permission
View requests	home_collection.view
Confirm booking	home_collection.edit
Create manual booking	home_collection.create
SMS patient	quick.send_sms

Notifications

Automated or manual messages:

Event	Message
Request received	Acknowledgment + reference #
Confirmed	Date, phlebotomist name, prep
En route	ETA optional
Report ready	Report lookup link

Use SMS campaigns templates for consistency.

CRM and marketing

Link home sampling campaigns to CRM leads:

• Corporate wellness → bulk slot blocks
• Post-discharge hospitals → referral MOU
• Track conversion from web form to completed draw

Read-only mode

New public bookings may be disabled when lab is locked — verify banner messaging. Existing confirmed visits should be honored per policy.

Clinical suitability

Home sampling SOPs should define exclusion criteria (unstable patients, certain cultures). Form disclaimer is not a substitute for nurse triage call.

Quality metrics

Track operationally:

Metric	Source
Requests per week	Home sampling list
Confirmation time	Created → confirmed delta
No-show rate	Cancelled after confirm
Revenue per visit	Invoice totals

Troubleshooting

Issue	Resolution
Form not submitting	Required field validation
No staff notification	Check coordinator user active
Wrong zone charge	Update home collection tariff
Duplicate requests	Merge in staff UI

Related documentation

• Public Portal Overview
• Tenant Portal: Home Sampling
• Referrals & Rate Lists
• Samples