Operational guides

Focused walkthroughs for the workflows lab staff use every day. These pages describe software operations — not medical advice or public health content.

Front desk

Registration & visits

Patient demographics, test selection, discounts, receipts, and portal credentials at registration time.

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Bench & approver

Results & report release

Result entry, send-for-approval, sign-out, PDF generation, and patient download rules.

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Finance

Billing & collections

Invoices, partial payments, pending balances, panel statements, and end-of-day reconciliation.

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Full user guide

Need the complete onboarding checklist? See the User guide or browse the Blog for lab operations articles.