User Guide

Step-by-step operational guide for lab users and lab admins. For focused deep dives see Operational guides (registration, reports, billing).

1) First sign-in and basic setup

Use this once when a new lab starts working on the software.

Sign in with your username/email/mobile and password.
Open Lab configuration and verify: lab name, address, phone, logo, letterhead, and report footer.
If your lab uses email notifications, contact us for configuration.
Open Users & roles and assign each staff member a role and module access.
Run a test cycle: register one dummy patient, add a test, enter result, and print report to verify branding.

Use this process for every new patient visit.

Go to Patients → New visit.
Enter demographics (name, gender, age, contact, MR if available).
Select tests from the catalog and confirm panel and hospital / clinic directory link (if applicable).
Verify discounts (panel/default/manual), then check total, paid, and pending amounts.
Save visit and print receipt. If email is enabled and patient email is valid, credentials/notice are sent automatically.

Tip: Always capture mobile and email at registration to reduce report-collection delays later.

Maintain a clean catalog so reporting remains fast and accurate.

Create sections first (Hematology, Biochemistry, Serology, etc.).
Add tests with test ID, rate, TAT, section, and instrument information.
Attach parameters through searchable dropdown and set order/group headings.
Define parameter data type and reference ranges carefully (numeric/text/choice/image).
Use report block fields (text/media) for panel-style reporting where parameter rows are not enough.

Recommended bench-to-approver flow.

Open Reports workbench and filter pending visits.
Enter values parameter-wise; save progress repeatedly (do not wait until end).
When complete, click Send for approval (parameter or report-sheet mode).
Approver reviews in Approver dashboard, approves values/report sheet, then sends for print.
Final report can be generated with or without header, and notification can be sent if enabled.

How to track cash movement and receivables accurately.

Use Billing for invoice-level records (amount, discount, paid, pending).
Use Payments for actual collections and allocation across pending visits.
Use panel, hospital-clinic directory, date, and payment-state filters for monthly statements and follow-up.
Print filtered summaries before settlement meetings with panels and referrers.
Reconcile pending amounts daily to avoid old untracked receivables.

Quick control list for quality and business continuity.

Start of day: check pending approvals, pending payments, and overdue reports.
During day: save result progress frequently; avoid unsaved bulk edits.
End of day: verify cash vs software collections; print daily pending summary.
Weekly: review panel and hospital / clinic directory outstanding statements.
Monthly: audit test rates, referral discounts, and inactive catalog entries.

Share this guide internally and standardize one workflow across reception, bench, approver, and finance desks.