Home Sampling

Home sampling (/home-sampling) manages patient booking requests submitted through your public patient portal. Staff review requests, schedule visits, and convert them into invoices.

How bookings arrive

Patients on your branded portal (/ or custom domain) use the Book home sampling section to:

1. Enter contact and address details
2. Select preferred date and time slot
3. Choose tests from your published catalog
4. Submit the request

Staff receive a notification (bell icon) and the request appears on this page.

Header action	Description
Public booking page	Opens your live portal in a new tab

Summary cards

Card	Value
Pending requests	Count with status Pending in current list
Total shown	Rows returned by current filters (max 50)
Workflow	Reminder: preview invoice before saving

Status workflow

stateDiagram-v2
  [*] --> Pending: Patient submits booking
  Pending --> Scheduled: Mark scheduled
  Scheduled --> Completed: Mark completed
  Pending --> Cancelled: Cancel request
  Scheduled --> Cancelled: Cancel request
  Completed --> Invoiced: Create invoice (preview)
  Pending --> Invoiced: Create invoice (skip steps)
  Invoiced --> [*]
  Cancelled --> [*]

Status	Badge style	Meaning
Pending	Outline	New request — needs staff action
Scheduled	Default	Visit date/time confirmed
Completed	Secondary	Sample collected at patient home
Invoiced	Secondary	Linked invoice created
Cancelled	Destructive	Request voided

Recommended path

Pending → Scheduled → Completed → Invoiced keeps your operations auditable. You may invoice directly from Pending or Scheduled when appropriate.

Filters

Control	Behavior
Search	Patient name, phone, or address — Enter or Apply
Status	All · Pending · Scheduled · Completed · Invoiced · Cancelled
Apply	Runs search with current inputs

Request table

Column	Content
Patient	Name + phone
Address	Street; city/province subtitle
Tests	Count + estimated total price (portal pricing)
Preferred visit	Preferred date + time slot
Status	Status badge
Requested	Submission timestamp
Actions	Context menu (see below)

Actions menu

Action	Available when	Effect
Create invoice (preview)	Not Cancelled/Invoiced; not read-only	Opens invoice dialog prefilled from request
View invoice	invoiceId exists	Navigates to invoices list filtered by invoice
Mark scheduled	Status = Pending	Sets Scheduled
Mark completed	Status = Scheduled	Sets Completed
Cancel request	Not Cancelled/Invoiced	Sets Cancelled (destructive)

Invoice preview flow

1. Click Create invoice (preview).
2. Review prefilled patient, address, and test lines in the invoice dialog.
3. Adjust tests, discounts, or payment as needed.
4. Save — request status becomes Invoiced and links to the new invoice.

Read-only mode

Status changes and invoice creation are blocked. You can still view and search requests.

Notifications

New home sampling bookings trigger staff notifications. Click a notification to navigate to the action path (typically this page). See Navigation / Notifications.

Public portal configuration

Ensure tests are published and home sampling is enabled on your portal. See Public portal / Home sampling.

Related documentation

• Invoices
• Patients
• SMS templates — notify patients after invoicing
• How-to / First invoice