Collection Centers

Collection centers (/collection-centers) represent branches, franchises, or sample collection points that operate under your lab tenant. Assigning a center on an invoice enables per-branch reporting, dashboard rankings, and filtered invoice lists.

Plan limits cap how many active centers you may operate — see Billing / Usage limits.

Page layout

Element	Description
Header	Title + description
Summary line	“N active centers” count
Add center	Opens create dialog (read-only: hidden)
Data table	Sortable list with export

Table columns

Column	Sortable	Description
Name	Yes	Display name (bold)
Code	Yes	Short code for reports and filters
Phone	—	Contact number
Address	—	Truncated in table
Status	—	Badge: Active (green) or Inactive
Actions	—	Edit only — centers are not deleted from UI

Default sort: name ascending. Sort preference persists per user.

Create collection center

Click Add center.

Field	Required	Description
Name	Yes	e.g. “Main Lab — Taxila”
Code	No	Short identifier shown in invoice filters
Phone	No	Phone input with storage normalization
Address	No	Street / area text

Button	Action
Save	Creates center as active

Edit collection center

Actions → Edit on any row.

Same fields as create, plus:

Field	When shown	Description
Active	Edit only	Checkbox — inactive centers may be hidden from new invoice assignment

Button	Action
Save	Updates center record

Deactivate vs delete

There is no delete action. Uncheck Active to retire a branch while preserving historical invoice data.

Where collection centers are used

flowchart TD
  CC[Collection Center] --> INV[Invoice assignment]
  CC --> FILT[Invoice list filter]
  CC --> DASH[Dashboard charts - top labs]
  CC --> SET[Invoice/Report settings - shared centers]
  CC --> RPT[Printed report patient details]

Location	Usage
Invoices	Filter; assign on create/edit
Dashboard	“Top labs” charts rank centers
Invoice settings	Shared centers multi-select
Report settings	Shared centers for report branding
Reports	Financial breakdowns by center

Read-only mode

• Add center hidden.
• Actions column hidden.
• List remains viewable and exportable.

Administration

Referrals, rate lists, and user-to-center access are managed under Lab Administration. Collection center codes help staff identify branches on printed invoices.

Plan limits

Each subscription tier caps the number of collection centers:

Plan	Max centers
Bronze	2
Silver	4
Gold	6
Platinum	8
Diamond	10
Reference	15

Attempting to exceed the cap returns a billing error on create. Upgrade via Billing / Plans.

Best practices

Practice	Why
Use short codes	Easier invoice filtering and report grouping
Deactivate closed branches	Keeps dropdowns clean without losing history
Assign every franchise invoice to its center	Accurate dashboard “top labs” rankings
Mirror center list in shared centers settings	Per-branch print branding when needed

Export

The data table includes standard export options (CSV/Excel) for the visible column set — useful for auditing branch contact lists.

Related documentation

• Invoices — collection center filter
• Advanced multi-center tutorial
• Admin / Users — assign staff to centers
• Billing / Usage limits