Guides · Registration
Registration and visit workflow
Every revenue and report cycle starts at the front desk. This guide standardizes how reception captures data in Lab Flow Pro.
Before the first patient
Confirm lab configuration: legal name, address, phone, logo, letterhead, and report footer. Reception should not invent branding on each receipt — it flows from lab settings. Assign staff accounts with the reception role so they see Patients and Billing without bench or approver screens.
Creating a new visit
- Open Patients → New visit.
- Enter demographics: name, gender, age, mobile, and optional email. Capture mobile even when patients rush — it reduces follow-up calls.
- Assign or confirm MR number if your lab uses a structured numbering scheme.
- Select tests from the catalog or add a pre-built panel. The catalog drives what appears on the receipt and later on the PDF.
- Link referring doctor or hospital/clinic directory entry when your contracts require it for statements.
Discounts and totals
Lab Flow Pro supports panel discounts, default discounts, and manual adjustments. Reception should apply discounts before saving the visit so the printed receipt matches what finance expects. Show the patient total, amount paid, and balance due on screen — not only on paper — to avoid disputes at collection.
Partial payments are common. Record what was collected at registration; finance can allocate additional payments later through the Payments module without re-registering the patient.
Receipts and patient portal credentials
After save, print the receipt. It lists tests ordered, financial summary, and — when enabled — MR number and portal password for secure download. The portal is a private login for that lab’s patients; it is not public medical publishing.
If email notifications are configured and the patient provided a valid address, credentials can be sent automatically. Always verify spelling — a typo blocks portal access until reception corrects the record.
Common mistakes to avoid
- Ordering tests not in the catalog “just for today” — they will not report correctly.
- Skipping referrer or panel links when monthly statements depend on them.
- Recording cash off-system while the visit shows zero paid in software.
- Handwriting portal passwords instead of printing the system-generated receipt.