Transform Lab Management with Our Advanced CRM Dashboard
In today’s fast-paced healthcare environment, labs need smarter systems to manage operations, streamline workflows, and improve patient care. That’s where our Lab CRM Dashboard comes into play — a complete control panel to manage every aspect of your lab operations, from order scheduling to phlebotomist management.
Let’s dive into the powerful features that make our CRM solution the perfect choice for diagnostic labs, collection centers, and healthcare service providers.
![\"Transform](\"https://www.observancegroup.com/blog/wp-content/uploads/2025/04/crm-dashboard.png\")
1. Dashboard – Your Command Center
The Dashboard provides a bird’s eye view of the lab’s operations. It highlights key analytics related to orders, phlebotomist activities, and order status updates. With real-time visual insights, lab managers can make data-driven decisions faster and track overall performance with ease.
2. Orders – Manage Every Detail with Precision
This ensures every order is handled smoothly and efficiently. Assigning a phlebotomist directly from the order screen makes the workflow seamless.
Under the Orders section, labs can view all orders with complete patient and customer information. Each order can be:
Viewed in detail
Rescheduled
Allocated to a phlebotomist
Assigned to a specific lab
3. Order Schedule – Visualize Appointments on Calendar
The Order Schedule feature presents all scheduled orders in a calendar view. This makes it easy for lab staff to manage workloads, avoid conflicts, and ensure timely service. Daily, weekly, and monthly views allow better planning and coordination.
4. Manage Phlebotomists – Full Control Over Your Field Force
This helps ensure only available and assigned phlebotomists receive orders in their preferred working regions.
Labs can easily add and manage phlebotomists through this module. Key features include:
Defining sample pickup charge
Viewing all active phlebotomists
Assigning service cities
5. Leave Management – Plan Around Absences
Phlebotomists\’ availability is crucial for order fulfillment. The Leave Management module allows you to add, approve, or decline leave requests. This ensures the CRM always has accurate availability data, reducing the risk of missed orders.
6. Roster Management – Set Workdays & Shifts
With Roster Management, you can define working days and time slots for each phlebotomist. This helps automate order allocation and ensures phlebotomists aren’t assigned work during their off-hours. It also improves workforce planning and coverage.
7. Users – Secure Role-Based Access
Your internal team can be added as users with specific roles and permissions. Whether it’s an admin, support staff, or billing executive – everyone gets access only to what they need. This improves data security and workflow clarity.
8. Customers – Centralized Client Management
Maintain all customer and demographic details in one place. This module supports quick lookups, easy updates, and seamless service tracking. You’ll have complete visibility over your customer base at all times.
9. Labs – Handle Multiple Locations Easily
Manage one or more lab locations, including contact and address details. Add new labs anytime, and link orders directly to the correct lab center. This is especially useful for diagnostic chains and franchise-based models.
10. Directory of Services (DoS) – Streamline Your Test Catalog
The DoS module helps you manage your complete test and specimen catalog. Labs can define every test they offer, including the type of sample required. This ensures consistency, accuracy, and easy updates for all staff.
11. Account Payable – Track Payments to Phlebotomists
This section helps labs track phlebotomy visit charges and travel costs per mile. Each visit and travel distance can be calculated and logged, helping finance teams ensure accurate payouts to field staff.
12. Account Receivable – Simplify Lab-Client Billing
The Account Receivable module lets clients generate invoices and send them directly to the lab. Labs can then process these payments accordingly. This helps manage financial transactions between labs and their service clients in a clear and organized way.
Why Choose Our CRM?
Our Lab CRM is more than just software – it’s a smart solution for boosting lab efficiency, reducing errors, and delivering exceptional service. Whether you\’re running a single lab or a multi-city diagnostic network, our CRM helps you stay in control and grow your operations smoothly.
Ready to upgrade your lab operations?
Let our CRM help you deliver faster, smarter, and more reliable lab services.
![\"Order](\"https://www.observancegroup.com/blog/wp-content/uploads/2025/04/order-booking-app.png\")
![\"Patient](\"https://www.observancegroup.com/blog/wp-content/uploads/2025/04/information.jpg\")
![\"•](\"https://www.observancegroup.com/blog/wp-content/uploads/2025/04/timeline.jpeg\")