🧪 Laboratory and suppliers

Goal

Find the correct laboratory record. View or update its report. Keep item and supplier details consistent.

Before you start

Check the patient and request first. Confirm the report source. All screenshot data is fictional. Example report text is not clinical guidance.

Your task	Where to start
Define an available test and price	Laboratory → Laboratory Items
Add a test request for a patient	Laboratory area in the consultation
View or update an existing report	Laboratory → Laboratory Records
Set up supplier contact details	Suppliers

Laboratory records

1. Find a record

1. Open Laboratory, then Laboratory Records.
2. Select the year and month. Use Search or Status to narrow the list.
3. Check the item, supplier and date. If the list does not show patient identity, cross-check the patient's consultation before updating. Similar test names are not enough.
4. This list has no create-request button. Add a request in the correct patient's consultation.

Step 1 — Use year, month and status to find a record. Check its source. Click the image to enlarge it on this page.

Step 1 — Use year, month and status to find a record. Check its source.

2. View a report

1. Select the magnifying glass at the right of the row. It opens View Laboratory Report.
2. Check Laboratory Item, Date, Supplier and Amount.
3. Read Report Date, Status, Report and Attachments. No attachments added means no files are listed in this area.
4. Select Close to return. The view form has no Save button.

Step 2 — The magnifying glass opens a view form. Check the item and report. Click the image to enlarge it on this page.

Step 2 — The magnifying glass opens a view form. Check the item and report.

3. Update a received report

1. Select the up arrow in the same row. It opens Update Laboratory Report.
2. Enter Report Date and Report from the checked source.
3. For a file, select Upload and choose the correct file. Check its filename before saving. The screen shows a limit of 5 attachments.
4. Laboratory attachments are separate from patient files and consultation attachments. A file elsewhere is not automatically present here.

Step 3 — The update form provides date, text, Upload and Save controls. Click the image to enlarge it on this page.

Step 3 — The update form provides date, text, Upload and Save controls.

5. Set Status to Pending or Done. Use Done only when the clinic workflow allows it.
6. Check the details and select Save. Select Cancel if you are only viewing or still checking. These screenshots show the form without changing the existing report.
7. Check the status in the list. Reopen the view form to confirm the date, text and files.

Step 4 — Check workflow status separately from the report and clinical review. Click the image to enlarge it on this page.

Step 4 — Check workflow status separately from the report and clinical review.

4. Define a laboratory item

1. Under Laboratory, open Laboratory Items.
2. Search the name and supplier first. Use the row pencil to edit an existing item.

Step 5 — Laboratory Items defines the name, supplier, cost and price. Click the image to enlarge it on this page.

Step 5 — Laboratory Items defines the name, supplier, cost and price.

3. Select Create Laboratory Item for a new item.
4. Enter Name. Select Supplier. Check Cost and Price separately. Cost is not the patient charge.
5. Select Create. Find and check the item in the list. Use Cancel when only viewing.

Step 6 — Creating an item does not create a test request for a patient. Click the image to enlarge it on this page.

Step 6 — Creating an item does not create a test request for a patient.

Supplier records

5. Create or edit a supplier

1. Open Suppliers. Check existing Company and Code values before adding a supplier.
2. Use the row pencil to edit. Use Create Supplier for a new record.

Step 7 — Check company and code. Stock and laboratory items can use a consistent supplier record. Click the image to enlarge it on this page.

Step 7 — Check company and code. Stock and laboratory items can use a consistent supplier record.

3. Enter Company. Check Code, Contact, Tel, Email, Fax, Address and Notes.
4. Select Create. Confirm the company and contact details in the list. Use Cancel to abandon creation.
5. Select that supplier in later laboratory or stock forms. Entering an email address does not send a message.

Step 8 — This form stores supplier details. It does not submit an order or test request. Click the image to enlarge it on this page.

Step 8 — This form stores supplier details. It does not submit an order or test request.

Check that it worked

Confirm the patient and request source. Check the report date, status, text and attachments. After creating an item or supplier, check it in the correct list.

❓ FAQ

What is the difference between Laboratory Items and Laboratory Records?

Laboratory Items defines the available test items, suppliers, costs and prices. Laboratory Records stores a patient’s requested test and its report information.

Does Done prove that the report is correct?

Done is the record’s workflow status. Review the patient, item, report date, report content and attachments separately.

Can I create a supplier while selecting one?

The supplier selector can offer Create New Supplier. Search first. Use one consistent supplier record for later stock or laboratory entries.

Is a supplier email an instruction to send a message?

No. It is a contact detail in the supplier record. External communication and service connections are outside this guide.

Next

Review stock or open Reports.