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.

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.

Online Lab Test Booking Application

An Online Lab Test Booking Application is a software tool designed to simplify the process of booking appointments for blood draws or phlebotomy services. This type of application is typically used by medical practices, clinics, and laboratories to streamline the ordering and scheduling of blood draws, which can help to improve patient care and reduce wait times.

Here are some key features that an Online Lab Test Booking Application may include:

(a). Electronic ordering: The application allows healthcare providers to electronically order blood draws, reducing the need for paper-based ordering systems.

(b). Scheduling: Patients can schedule their own appointments through the application, with real-time availability information and the ability to cancel or reschedule appointments.

(c). Patient information management: The application can store and manage patient information, including test orders, results, and medical histories.

(d). Integration with laboratory information systems: The application can integrate with laboratory information systems, allowing for seamless communication and reporting of test results.

(e). Reporting and analytics: The application can generate reports and analytics on appointment scheduling, test volumes, and other metrics to help healthcare providers manage their services more effectively.

(f). Mobile access: The application may include a mobile interface, allowing patients to schedule appointments and receive notifications via their smartphones.

Features of Online Lab Test Booking Application

Online Lab Test Booking Application is a software application that allows businesses to manage and track customer orders, from the initial booking to the final delivery. The application can be used in various industries, such as food and beverage, retail, logistics, and more.

Here are some features that a typical Online Lab Test Booking Application may include:

1. Find Tests Quickly

No more guessing which test to choose. Easily search for any pathology test and read detailed descriptions to know exactly what it’s for and why it’s needed.

2. Manage Multiple Patient Profiles

Looking after your family’s health is now easier. You can create and manage profiles for each family member, so booking tests for everyone is just a few taps away.

3. Book Lab Tests Instantly

Choose the test you need and book it in seconds. With flexible scheduling options, you can pick a time that works best for you.

4. Get Digital Reports

No need to wait for physical copies. Your lab reports will be available right in the app, so you can view and share them whenever you need.

5. Upload Prescriptions Safely

Have a prescription from your doctor? Just upload it securely in the app, and we’ll recommend the right tests based on it.

6. Make Secure Online Payments

Paying for lab tests is now safe and simple. Use our secure payment system to complete transactions without any hassle.

7. Email Notifications for Every Step

Paying for lab tests is now safe and simple. Use our secure payment system to complete transactions without any hassle.

✅ Order Created – Booking confirmation

📅 Order Scheduled – Appointment time details

🧑‍⚕️ Phlebotomist Assigned – Who\’s coming to collect the sample

💉 Sample Collected – Confirmation of pickup

🏥 Sample Delivered to Lab – Lab has received your sample

📄 Report Available – Get your results as soon as they\’re ready

🎉 Order Completed – Your entire test process is successfully done

8. Instant SMS Alerts for Key Updates

Prefer SMS? We’ve got you covered. For urgent updates, you’ll receive quick SMS notifications at these crucial stages.Stay updated, even when you’re offline.

📝 Order Created – Confirmation on the spot

🧑‍⚕️ Phlebotomist Assigned – Get notified when a professional is assigned

Timeline and Activity of Online Lab Test Booking Application

1. Timeline and Activity of Order Booking Application

2. Dramatically reduce your admin workload.

3.Reduce human error.

4.Maximize reservations and reduce no-shows.

5.Upsell easily.

6.Increase payment speed and security.

7.Grow your marketing and online presence.

8.Enjoy insights from data analysis.

Expected Outcomes

1.  Deliver an amazing user experience for your guests.

2. Improve the security of online payments for your guests.

3. Easily capture guest data to help with other business areas, such as tour management and marketing.

Conclusion

An Online Lab Test  Booking Application can help businesses manage their orders more efficiently, reducing errors and improving customer satisfaction.