Documentation

1. Open Patients and search first — by name, phone or MRN. Most people who feel new are returning.
2. If there is no match, choose New patient.
3. Enter the full name, date of birth and sex. These three are not cosmetic: age and sex select the reference ranges every result on every future report is compared against.
4. Add phone and address if you have them. The phone is what report-ready and payment-due messages go to.
5. Save. The record is given an MRN, which is the number to quote on everything afterwards.

Screen: /patients · Needs patients.manage

1. Find the patient on Patients, open the ⋯ menu on their row and choose Patient card.
2. Choose Issue card. A card number is minted and tied to this record.
3. Print and hand it over. Next visit, the card number finds them without spelling a name.

Screen: /patients · Needs patients.issue_card

1. Find the patient on Patients.
2. Open the ⋯ menu on their row and choose Edit details.
3. Change what is wrong and save. The audit log records which fields changed and who changed them.

Screen: /patients · Needs patients.manage

1. Open the ⋯ menu on the patient's row and choose Archive, then confirm.
2. They leave the list and can no longer be picked for a new order. Their orders, results and reports stay exactly where they were, and are still found by searching Orders.
3. To bring someone back, open the Archived tab, find them, and choose Restore from the same menu.

Screen: /patients · Needs patients.archive

1. Open the ⋯ menu on the patient's row and choose Delete permanently.
2. Type the patient's name to confirm. The record is erased and cannot be recovered.

Screen: /patients · Needs patients.delete

1. Open Patients then Import.
2. Download the template so your columns match what the importer expects.
3. Upload the completed file. Rows are validated before anything is written.
4. Read the preview. Anything rejected is listed with the reason, and the rest still imports.

Screen: /patients/import · Needs patients.bulk_import

1. Open Orders and choose New order.
2. Find the patient by name, MRN, phone or email. If they are not there, choose New patient (or press Enter when nothing matches) and enter their name, phone, sex and age. They are registered when the order is saved.
3. Add the tests. Search by name or code; a package adds all of its tests at once, and more tests can be added to it. A package's own tests cannot be taken off one by one.
4. Set the priority. A STAT order is measured against a much tighter turnaround target and shows differently on the worklist.
5. Name the referring doctor if there is one. This is what drives their commission later, so it matters to the accounts as well as to the report.
6. Payment starts at Full, in cash. Switch to Part or Pay later, or another payment mode, if that is not what is happening. Add discount is under the payment heading for anyone allowed to give one.
7. Save, or press Ctrl+Enter. The order and its invoice are raised, the payment is recorded, and the receipt opens to print. The form clears for the next patient, with the saved order shown above it.

Screen: /orders · Needs orders.create

1. Open Collections. Outstanding invoices are listed with what is still owed.
2. Find the invoice — by order number, patient name or invoice number.
3. Choose Collect payment.
4. Enter the amount and the method. A part payment is fine: the balance stays on the invoice and the order remains payable.
5. Save. The payment posts to the ledger and the invoice balance drops.
6. Print the receipt from the invoice if the patient wants one.

Screen: /billing · Needs billing.collect

1. Open the invoice from Collections.
2. To reduce it, choose Apply discount, enter the amount and pick a reason. Reasons come from Master Data, so the choices are the ones your laboratory has agreed on.
3. To cancel it entirely, choose Void. State why — the reason is kept.
4. To reverse a payment already taken, void the payment rather than the invoice.

Screen: /billing · Needs billing.discount

1. Open the order.
2. Choose Release results and give the reason — a credit arrangement, an insurance panel, a clinical urgency that will not wait for the cashier.
3. The bench can now enter results against it. The balance is unchanged and still shows as owed.

Screen: /orders · Needs billing.release_results

1. Open Home Collection and choose New visit.
2. Pick the patient and confirm the address and phone.
3. Choose the slot. The patient is messaged the scheduled time.
4. Assign a collector so the visit appears on somebody's list.
5. When the collector returns, mark the visit complete and book the specimens in.

Screen: /home-collection · Needs home_collection.manage

1. Open the order, or find it on the Specimens desk.
2. Choose Print labels. One label is produced per container the tests require.
3. Check the patient name on the label against the patient in front of you before it goes on a tube.
4. Apply the label to the tube before drawing, not after.

Screen: /specimens · Needs barcodes.print

1. Open the Specimens desk.
2. Scan or enter the accession number.
3. Mark it collected, with the time. Turnaround is measured from here, not from when the order was taken.
4. Record the storage location if your laboratory tracks one.

Screen: /specimens · Needs specimens.manage

1. Scan the tube on arrival.
2. Check it against what the order expects — right container, adequate volume, intact.
3. Mark it received. It now appears on the worklist for its tests.

Screen: /specimens · Needs specimens.receive

1. Open the specimen and choose Reject.
2. Pick the reason — haemolysed, clotted, insufficient, wrong container, unlabelled.
3. Save. The front desk is notified so the patient can be recalled.

Screen: /specimens · Needs specimens.reject

1. Filter the Specimens desk to those past retention.
2. Select them and choose Dispose, which records who disposed of them and when.

Screen: /specimens · Needs specimens.dispose

1. Open Result Worklist. Everything received and not yet resulted is here.
2. Filter by department or by test to get to your bench.
3. Sort by priority so STAT work and anything near its turnaround target surfaces first.
4. Assign rows to yourself or a colleague so two people do not run the same sample.
5. Print a worksheet if you are working away from the screen.

Screen: /worklist · Needs worklist.view

1. Open the order from the worklist.
2. Enter the value for each test. Multi-parameter tests expand into their analytes.
3. Read the flag beside each value. High and low are computed against the reference range for this patient's age and sex, not a single fixed range.
4. Add an interpretation or comment where the number alone is not the finding.
5. Save. The results are now waiting for verification — they are not yet on any report.

Screen: /worklist · Needs results.enter

1. Open Incoming Results. Anything the analyser sent that could not be matched or was held back is listed here.
2. Unmatched rows carry a specimen reference the system could not tie to an order. Match it by hand, or reject it if it is not yours.
3. Held rows are matched but deliberately not filed — usually a critical value on a channel set to hold criticals.
4. Review the value against the specimen, then file it.

Screen: /instruments/incoming · Needs results.enter

1. Open the order and choose Trace on the result.
2. You are shown who entered or filed it, when, from which analyser channel, and against which reagent lot and calibration.

Screen: /worklist · Needs results.trace

1. Open Quality Control and choose the analyte and control lot.
2. Enter the control value.
3. The Westgard rules are evaluated as you save, and the Levey-Jennings chart updates.
4. If a rule breaks, the run is flagged and an investigation is opened.

Screen: /qc · Needs qc.record

1. Open QC Investigations. Each failed run is listed with the rule it broke.
2. Record what you found — reagent, calibration, control material, instrument.
3. Record the corrective action taken.
4. Re-run the control. A passing run is what lifts the block.
5. Submit the investigation for approval.

Screen: /qc/investigations · Needs qc.view

1. Open QC Rules.
2. For each analyte and control lot, set the target mean and standard deviation from your own run data, not from the insert alone.
3. Choose which rules are evaluated. More rules catch more, and reject more.
4. Decide whether a breach blocks result entry for that analyte.

Screen: /qc/rules · Needs qc.configure

1. Open Auto-validation.
2. Choose which tests are eligible.
3. Set the conditions — inside reference range, no delta breach, no critical flag, QC in control.
4. Anything failing any condition is routed to a person instead.

Screen: /qc/validation · Needs validation.configure

1. Open Verification. Orders with every test resulted and nothing yet released are listed.
2. Open an order and read the results together, not one at a time — the pattern is the finding.
3. Check flagged values against the patient's history. A delta warning that has not been explained is a reason to pause.
4. Add an interpretation where it helps the requesting clinician.
5. Verify. The report is generated, the share link becomes live, and the patient and referring doctor are messaged.

Screen: /verification · Needs orders.verify

1. A critical value raises an alert the moment it is entered — before verification.
2. Open Critical Results. Unacknowledged alerts are at the top.
3. Telephone the requesting clinician. This is a call, not a message.
4. Acknowledge the alert and record who you spoke to and when.

Screens: /critical, /operations/critical · Needs critical.acknowledge

1. Open the order and choose Amend.
2. Change the value and state the reason. The reason is printed on the amended report.
3. Submit. Depending on your laboratory's settings this may need a second pathologist to approve.
4. On approval a new report version is issued and the recipients are notified.

Screen: /orders · Needs results.amend

1. Open Reports and choose one — workload, revenue, referring doctor, turnaround, outstanding balances and others.
2. Set the date range and any filters.
3. Read it on screen, or export to CSV or PDF.
4. Tick the letterhead option to print with the laboratory header and footer.

Screen: /reports · Needs reports.view

1. Open Quality then Incidents and choose Report an incident.
2. Describe what happened factually — what, when, which specimen or order.
3. Classify it and say whether a patient result was affected.
4. Submit. It is queued for investigation.

Screen: /quality/incidents · Needs incidents.create

1. Open CAPA and raise one, linking the incident it comes from.
2. Record the root cause — the reason it happened, not the thing that happened.
3. Set the corrective action, an owner and a due date.
4. Work it, recording progress as you go.
5. Submit for approval when the action is complete and you can show it worked.

Screen: /quality/capa · Needs capa.create

1. Open Documents and create one, or upload a new version of an existing SOP.
2. Set the review date. Documents falling due are swept daily and notified.
3. Submit for approval — a draft is not in force.
4. Once approved it is issued, and the staff who must read it are asked to acknowledge.
5. Track acknowledgements from the document. That list is the training record for it.

Screen: /quality/documents · Needs documents.create

1. Open Training and assign a document or competency to the staff who need it.
2. Set a due date.
3. Staff complete their own assignments from the same screen.
4. Chase what is outstanding — overdue assignments are swept and notified daily.

Screen: /quality/training · Needs training.manage

1. Open Stock and choose Receive.
2. Pick the item and enter the quantity, batch number and expiry date.
3. Save. On-hand rises and the batch becomes available to consume against.

Screen: /stock · Needs stock.manage

1. Consumption against tests is recorded automatically where a test has consumables defined.
2. For anything else, record a movement by hand: consumption, adjustment after a count, or a write-off.
3. Give a reason for adjustments and write-offs.

Screen: /stock · Needs stock.manage

1. Open Stock then Requests and raise one, listing what you need.
2. Somebody holding stock.allocate reviews it and issues against it.
3. Allocation moves the stock and closes the request.

Screen: /stock/requests · Needs stock.request

1. Open the reagent lot.
2. The trace lists every result produced while it was in use.

Screen: /stock · Needs reagents.trace

1. Open Stock and choose New item.
2. Set its category, unit and supplier.
3. Set the reorder level. Falling below it raises a notification, so a level of zero means no warning.
4. Link it to the tests that consume it, with the quantity per test, so consumption is recorded without anybody typing it.

Screen: /stock · Needs stock.define

1. Open Instruments and add the analyser — make, model, serial number, location.
2. Set the calibration interval. Instruments falling due are notified.
3. Log each calibration and service against the instrument as it happens.

Screen: /equipment · Needs equipment.manage

1. Open Analyser Channels and create one for the instrument.
2. Choose the protocol it speaks — ASTM, HL7 or JSON.
3. Map its test codes to your catalog, so what it calls GLU arrives as your glucose test.
4. Note the channel id. The on-premise bridge needs it.
5. Run the bridge on a machine on the same network as the analyser, with an API token that may record results.
6. Send a test message and watch it arrive in Incoming Results.

Screen: /instruments · Needs instruments.manage

1. Open the channel and turn auto-file on.
2. Turn on hold criticals so a dangerous value waits for a person rather than filing silently.
3. Choose which tests on the channel are eligible.

Screen: /instruments · Needs instruments.configure

1. Open Cash & Expenses.
2. Record an expense against its category and payment account.
3. For a supplier, raise a purchase bill instead, so it sits against the supplier's balance until paid.
4. Record payouts to referring doctors from the same screen.

Screen: /accounting · Needs accounting.manage

1. Statements gives the trial balance, profit and loss, and balance sheet for a period.
2. Journal lists the individual double-entry postings, newest first.
3. Stakeholder Ledger shows the running balance for a doctor, centre or supplier.

Screens: /accounting/statements, /accounting/journal · Needs ledger.view

1. Open the chart of accounts.
2. Add or rename accounts under the standard headings.
3. Take care with anything already posted against — renaming is safe, restructuring is not.

Screen: /accounting/statements · Needs ledger.accounts

1. Open Branding.
2. Enter the name, address, phone, email and registration number. These print on the report footer.
3. Upload a logo — PNG or JPEG. Keep it under 512KB or it will not be inlined into PDFs.
4. Write the header and footer notes if you want standing text on every report.
5. Choose the accent colour. It repaints the interface and the report headings.

Screen: /branding · Needs branding.manage

1. Open Master Data.
2. Work through departments, specimen types, measuring units, sample statuses, patient types, occupations, regions and discount reasons.
3. Do this before the test catalog — tests reference departments, specimen types and units.

Screen: /masters · Needs masters.manage

1. Open Test Catalog and add a test: code, name, department, specimen type, price and turnaround target.
2. Set the reference ranges. Ranges can differ by sex and by age band, and the right one is chosen per patient at result entry.
3. For a test reporting several analytes, add its parameters, each with its own unit and range.
4. Group tests into packages under Test Catalog → Packages, so a common request is one click.
5. Link consumables so stock is drawn down as tests are run.

Screen: /catalog · Needs catalog.manage

1. Open Reflex Rules and create one.
2. Choose the trigger test and the condition — a value above or below a threshold, or a particular flag.
3. Choose the test to add when it fires.
4. The added test is billed when it is added, not when the original order was taken.

Screen: /catalog/reflex · Needs reflex.manage

1. Open Roles. Four built-in roles are already there — Receptionist, Lab Technician, Pathologist, Administrator — each holding everything its base role allows.
2. To narrow one, edit it and untick permissions.
3. To create a role of your own, choose a base role and tick from what that base allows.
4. An inactive Accounts role is seeded for you. Switch it on if you have an accounts clerk.

Screen: /roles · Needs roles.manage

1. Open Staff and choose New colleague.
2. Enter their name, email and role.
3. Save. A temporary password is shown once — hand it over directly.
4. They must change it at first sign-in.

Screen: /staff · Needs staff.manage

1. Open Turnaround.
2. Set a target per test or department, and a tighter one for STAT.
3. Breaches are swept every fifteen minutes and appear on Delayed Work.

Screen: /operations/tat · Needs tat.manage

1. Open the Critical Desk and set the roster.
2. Order the people an unacknowledged alert escalates to, and the delay between steps.
3. A sweep runs every five minutes and works down that list until somebody acknowledges.

Screen: /operations/critical · Needs critical.manage

1. Open Lab Settings.
2. Operating rules are typed switches — the payment gate, amendment approval, and similar.
3. Configuration holds untyped content that changes how documents read.
4. Prescription templates hold reusable wording.

Screen: /settings · Needs settings.manage

1. Open Network.
2. Add referring doctors with their commission percentage. Commission accrues as their orders are billed.
3. Add collection centres and the rates you charge them.
4. Add outsource labs for tests you send away, with what they charge you.

Screen: /network · Needs network.manage

1. Open Messaging.
2. Each event — order registered, sample collected, report ready, payment outstanding — has a template.
3. Edit the wording, using the placeholders listed for that event.
4. Placeholders not on the list will not be substituted and will print literally.

Screen: /messaging · Needs messaging.templates

1. Open My account from the menu under your name.
2. Edit your name, phone, location and bio.
3. Change your password.
4. Set notification preferences, and enable push notifications on this device if you want alerts when the tab is closed.

Screen: /account · Anyone signed in

1. On the signed-out device, choose Sign in with QR. It shows a code and a two-digit number.
2. On your phone, already signed in, scan the code.
3. Your phone shows three numbers. Tap the one displayed on the other device.
4. The device is signed in.

Screen: /auth/login · Anyone signed in

1. Open My account and go to the connections section.
2. Name the token after the device or app it is for, so you can revoke the right one later.
3. Tick 'Let this token record results' only for an analyser bridge. Leave it off for anything that just reads.
4. Create it. The secret is shown once — copy it now.
5. Revoke it from the same screen when the device is retired.

Screen: /account · Anyone signed in

1. For a client that accepts a bearer token, create an API token and paste it in.
2. For claude.ai or Claude Desktop, add a custom connector pointing at this site — those use OAuth and have nowhere to type a token.
3. You will be shown a consent screen naming the application and exactly what it is asking for.
4. Read the scopes before approving. Approve read-only unless it genuinely needs to write.

Screen: /account · Anyone signed in