Advanced: Multi-Center Lab

This tutorial is for lab owners and managers operating multiple collection centers, referral networks, and finance teams on EaseLab.

Time: ~4 hours | Permissions needed: Tenant admin or settings.manage, ledgers.*, referrals.*

Architecture overview

flowchart TB
  HQ[Head Office Lab] --> CC1[Collection Center A]
  HQ --> CC2[Collection Center B]
  HQ --> REF[Referral Doctors]
  CC1 --> INV1[Invoices]
  CC2 --> INV2[Invoices]
  INV1 --> HQ
  INV2 --> HQ

All centers share one tenant database with branch-level filtering.

Setting up collection centers

1. Admin → Collection Centers (or PMS API).
2. Create each branch:

Field	Example
Name	DHA Branch
Address	123 Main Blvd, Lahore
Phone	042-1234567
Is active	Yes

3. Assign staff to branches via user settings or default center.

See Collection Centers.

Referral doctor network

Task	Location
Add referral doctors	Admin → Referrals
Set commission rates	Referral profile → Rate
Special pricing	Admin → Rate Lists / Coupons
Settlement reports	Reports → Referral Summary

Track unsettled balances via Unsettled Referral Balance report.

Role design for multi-center ops

Role	Centers	Key permissions
Branch receptionist	One center	invoices.*, patients.* at branch
Central lab tech	All	results_entry.*, samples.*
Branch manager	One center	+ reports for branch
HQ accountant	All	ledgers.*, cash_management.*
Owner	All	Tenant admin

Configure in Admin → Roles.

Financial management

Ledgers

Ledger type	Use
Cash	Daily cash collection per center
Bank	Bank deposits and transfers
Referral	Doctor commission payable
Expense	Operating costs

Daily cash flow

1. Each branch closes day with Daybook Summary.
2. HQ runs Cash Flow Report across centers.
3. Transfer cash between centers via Transfer Cash.

See Reports: Financial.

Stock and consumption

Multi-center labs track reagents centrally:

Step	Action
1	Admin → Stock → add inventory
2	Record consumption per test or manual
3	Branch-level consumption reports

Subscription and limits

Monitor plan limits across all centers:

Limit	Where to check
Users	Admin → Subscription
Invoices/month	Billing → Usage
Collection centers	Plan feature cap

Upgrade via Plans & Checkout before hitting limits.

Backup and disaster recovery

Tenant owners can restore from tenant backups. HQ should:

• Know the owner account credentials.
• Test restore annually.
• Coordinate with platform admin for platform-level disasters.

Public portal per brand

Each lab tenant has one public portal. For distinct branding per center, use center name on invoices and reports. Custom domains apply at tenant level.

KPI dashboard

Track multi-center performance:

KPI	Report
Revenue per center	Financial Summary
Turnaround time	TAT Report
Top tests	Top Tests
Referral volume	Referral Dr. Summary

What comes next?

• Tips & Best Practices
• Lab Administration
• Reference Laboratory (if offering B2B services)