Intermediate: Daily Operations

This tutorial covers the recurring workflow for lab technicians, pathologists, and senior reception staff handling results, verification, and report delivery.

Time: ~3 hours | Permissions needed: results_entry.*, result_verification.*, report_delivery.*

Morning routine

Step	Action	Location
1	Review pending samples	Dashboard → Pending Samples
2	Check delayed samples	Reports → Delayed Samples
3	Process analyzer imports	Analyzers → Logs
4	Prioritize urgent invoices	Invoices → filter by status

Entering results

Manual entry

1. Open Invoices → filter status Sample Collected or In Progress.
2. Click Enter Results on the invoice.
3. Fill parameter values for each test.
4. Save — status moves to Results Entered.

See How-To: Enter Results.

Analyzer import

If analyzers are connected, results arrive automatically via POST /integrations/v1/results. Review the ingest log for errors.

Verifying results

Pathologists or authorized staff verify results:

1. Open invoice → Result Entry.
2. Review all parameters against reference ranges.
3. Click Approve Report — requires result_verification.edit.
4. Status changes to Verified.

Check	Why it matters
Critical values	Flag out-of-range results
Unit consistency	Prevent reporting errors
Patient demographics	Confirm correct patient

Delivering reports

Channel	Steps	Permission
Print	Invoice → Print Report	invoices.view
SMS	Send Report → SMS	quick.send_sms
WhatsApp	Send Report → WhatsApp	quick.send_whatsapp
Email	Send Report → Email	quick.send_email

See How-To: Send Report.

Handling home sampling requests

1. Home Sampling → view new requests.
2. Assign phlebotomist and update status.
3. Convert to invoice using Create Invoice from Request.
4. Follow normal sample → result → report flow.

Payment follow-ups

Scenario	Action
Partial payment	Record balance when patient returns
Referral credit	Track in referral settlement reports
Due invoices	Run Patient Due report

SMS and notifications

• Configure SMS templates in Admin → Settings.
• View sent messages in Admin → SMS Log.
• Respect patient consent for marketing messages.

End-of-day routine

Task	Report / location
Reconcile cash	Daybook Summary
Clear pending samples	Pending Samples report
Verify all urgent reports sent	Dashboard
Review analyzer error logs	Analyzers → Logs

What comes next?

• Advanced: Multi-Center Lab
• Laboratory: Result Entry
• Reports: Operational

Efficiency tips

• Use keyboard shortcuts in the invoice search bar.
• Enable quick permissions for frequent actions.
• Batch-print reports for ward deliveries.
• Set up analyzer auto-import to reduce manual entry.