<div class="article-nav d-flex justify-content-between align-items-center mb-4">
<div>&nbsp;</div>
<div><a href="#"><strong>🏁 Start: Getting Started with the Perfect Laboratory Information System</strong></a></div>
<div><a href="https://sarutech.com/article/laboratory_specimen_collection_workflow">Specimen Collection Workflow ➡️</a></div>
</div>
<h1 class="mb-4">🧬 Perfect Laboratory Information System &ndash; Complete User Guide</h1>
<p>The Perfect Laboratory Management System by <strong>Saru Tech</strong> digitizes and manages the entire laboratory workflow. From creating lab requests to delivering validated reports, this system empowers all staff &mdash; nurses, phlebotomists, lab technicians, billing officers, and administrators &mdash; to work efficiently and accurately.</p>
<h2 class="mt-5">🗂️ Quick Overview of Laboratory Menu Tabs</h2>
<p>Here is a comprehensive list of all tabs and pages in the system. These tabs allow you to access every workflow and administrative feature:</p>
<div class="table-responsive">
<table class="table table-striped table-bordered align-middle">
<thead class="table-light">
<tr>
<th scope="col">Icon</th>
<th scope="col">Page Name</th>
<th scope="col">Purpose</th>
</tr>
</thead>
<tbody>
<tr>
<td>👤</td>
<td>Patients</td>
<td>View and manage all patient records.</td>
</tr>
<tr>
<td>📄</td>
<td>All Requests</td>
<td>See and manage all laboratory test requests.</td>
</tr>
<tr>
<td>💳</td>
<td>Income &amp; Service Billing</td>
<td>Track all payments, manage refunds, and view income summaries.</td>
</tr>
<tr>
<td>🧪</td>
<td>Tests</td>
<td>Add or edit available laboratory test types.</td>
</tr>
<tr>
<td>🧫</td>
<td>Specimen Collection</td>
<td>Record specimen collection details from patients.</td>
</tr>
<tr>
<td>🏥</td>
<td>Specimen Reception</td>
<td>Log specimens received in the laboratory for processing.</td>
</tr>
<tr>
<td>📄</td>
<td>Templates</td>
<td>Store reusable standard phrases for reports.</td>
</tr>
<tr>
<td>📦</td>
<td>Inventory Management</td>
<td>Track consumables and lab stock levels.</td>
</tr>
<tr>
<td>🔔</td>
<td>Purchases &amp; Stock Alert</td>
<td>Manage purchase orders and receive stock alerts.</td>
</tr>
<tr>
<td>🛠️</td>
<td>Billable Services</td>
<td>Define and manage services that generate revenue.</td>
</tr>
<tr>
<td>📆</td>
<td>Appointments</td>
<td>Schedule and view lab appointments.</td>
</tr>
<tr>
<td>💰</td>
<td>Insurance</td>
<td>Track insurance-linked services and claims.</td>
</tr>
<tr>
<td>📊</td>
<td>Reports</td>
<td>Analyze lab performance with dashboards and charts.</td>
</tr>
<tr>
<td>✅</td>
<td>Tasks</td>
<td>Assign and monitor follow-up actions.</td>
</tr>
<tr>
<td>🛒</td>
<td>Point of Sale</td>
<td>Process transactions and issue receipts for lab services.</td>
</tr>
<tr>
<td>🔄</td>
<td>Store to Store Transfers</td>
<td>Move stock between lab stores seamlessly.</td>
</tr>
<tr>
<td>📋</td>
<td>Stock Taking &amp; Audit</td>
<td>Perform audits and reconcile inventory.</td>
</tr>
<tr>
<td>🛍️</td>
<td>Product Sales Management</td>
<td>Track product sales and inventory levels.</td>
</tr>
<tr>
<td>📥</td>
<td>Item Borrowing &amp; Returns</td>
<td>Log borrowed items and track their returns.</td>
</tr>
<tr>
<td>📤</td>
<td>Dispense Management</td>
<td>Manage dispensation of laboratory supplies.</td>
</tr>
<tr>
<td>⏳</td>
<td>Expiring Products</td>
<td>Monitor products nearing expiry dates.</td>
</tr>
<tr>
<td>💸</td>
<td>Expenses</td>
<td>Track operational expenses for the laboratory.</td>
</tr>
<tr>
<td>📄</td>
<td>Invoices &amp; Quotations</td>
<td>Create and send invoices and quotations to clients.</td>
</tr>
<tr>
<td>🏢</td>
<td>Suppliers</td>
<td>Manage supplier details and purchase history.</td>
</tr>
</tbody>
</table>
</div>
<h2 class="mt-5">📋 Adding a New Laboratory Request</h2>
<p>A <strong>Laboratory Request</strong> is created when a doctor or authorized user orders lab tests for a patient. This can be done from:</p>
<ul>
<li>🖥️ The <strong>Perfect Patient Management System</strong> (if integrated)</li>
<li>🏥 The <strong>Perfect Hospital Ward Management System</strong> (if integrated)</li>
<li>🔘 Or directly from the <strong>Laboratory Module</strong> by clicking the <span class="badge bg-success">+</span> button beside the search bar.</li>
</ul>
<p>Once you initiate a new request, follow these steps to ensure all patient and test details are correctly entered:</p>
<hr class="my-4" />
<h3>🧑&zwj;⚕️ Step 1: Search and Select Patient</h3>
<p>Start by searching for an existing patient. Selecting a patient automatically pre-fills their details such as:</p>
<ul>
<li>👤 Name</li>
<li>🆔 File Number</li>
<li>📞 Phone Number</li>
<li>📧 Email</li>
<li>🏠 Address</li>
<li>⚧️ Sex</li>
<li>❗ Allergies</li>
</ul>
<p><strong>💡 Tip:</strong> If the patient does not already exist, you may need to first create their record in the <strong>Patient Management System</strong>.</p>
<hr class="my-4" />
<h3>📝 Step 2: Enter Request Details</h3>
<p>Fill in the core details for the lab request:</p>
<ul>
<li><strong>Request Name:</strong> Give the request a descriptive title.</li>
<li><strong>Reason for Request:</strong> Provide the clinical reason for this test.</li>
<li><strong>Requested By:</strong> Select the clinician who made the request.</li>
<li><strong>Referrer:</strong> If referred by an external practice, select the referring practice. This allows you to apply predefined discounts for referrals.</li>
<li><strong>Status:</strong> Set the initial status for the request.</li>
<li><strong>Results Unit:</strong> Choose the units for reporting results (e.g., SI or Conventional).</li>
<li><strong>Priority:</strong> Define the urgency of the request (e.g., Urgent, High, Medium, Low).</li>
</ul>
<hr class="my-4" />
<h3 class="mt-5">🧪 Step 3: Add Tests</h3>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>Navigate to the <strong>Tests Tab</strong> to search and add individual tests or panels to the laboratory request. The system comes preloaded with over <strong>300 standard tests</strong>, but you can easily create new ones if needed.</p>
<div class="alert alert-info">💡 <strong>Tip:</strong> To add a custom test, go to the <strong>Tests Menu</strong> at the top of the screen and click <strong>Add New Test</strong>. Once saved, the test will appear immediately in the test panel for use in future requests.</div>
<h4 class="mt-4">🔬 Single Tests vs Panels</h4>
<p>✅ <strong>Single Tests</strong> are standalone diagnostic procedures, such as <em>Glucose</em>, <em>WBC Count</em>, or <em>HIV Antibody Test</em>. ✅ <strong>Panels</strong> are collections of related tests grouped for convenience. For example, a <em>Liver Function Panel</em> might include ALT, AST, and Bilirubin.</p>
<p>Panels are useful when multiple tests are typically ordered together, saving time and ensuring consistent pricing.</p>
<h4 class="mt-4">📏 Units and Normal Ranges</h4>
<p>As you add tests, the system displays:</p>
<ul class="list-unstyled">
<li>📐 <strong>Recorded Unit:</strong> Default unit for the test (e.g., mg/dL, mmol/L).</li>
<li>📊 <strong>Normal Range:</strong> Reference range for detecting abnormal values.</li>
<li>🔄 <strong>Unit Switching:</strong> Toggle between SI-Units and Conventional Units for reporting.</li>
</ul>
<p>If a test is added by mistake or no longer needed, you can easily remove it using the <strong>Delete</strong> button beside the test name.</p>
</div>

<div class="col-lg-5 col-md-12 text-center"><img class="img-fluid border rounded shadow-sm mb-3" src="https://sarutech.com/img/products/laboratory-tests.png" alt="Laboratory Tests Panel" /></div>
</div>
<hr class="my-4" />
<h3 class="mt-5">💳 Billing and Payment Management</h3>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>As tests are added, their individual costs are automatically calculated and added to the patient's bill. At the top of the screen, you&rsquo;ll see:</p>
<ul class="list-unstyled">
<li>💲 <strong>Total Cost:</strong> The cumulative cost of all tests and services.</li>
<li>💳 <strong>Balance Payment:</strong> The amount due after applying any discounts or insurance adjustments.</li>
</ul>
<div class="alert alert-info my-3">💡 <strong>Note:</strong> If a test is removed from the request, the bill updates in real time.</div>
<h4 class="mt-4">📉 Discounts and Adjustments</h4>
<p>The system automatically applies configured discounts or taxes when appropriate:</p>
<ul>
<li>📊 Tax (if configured)</li>
<li>💸 Discounts (from referrer or patient type)</li>
</ul>
<h5 class="mt-3">🔓 Who Can Apply Discounts?</h5>
<p>Only users with the correct <strong>billing permissions</strong> can apply discounts manually.</p>
<h5 class="mt-3">✅ Types of Discounts:</h5>
<div class="table-responsive">
<table class="table table-bordered table-hover shadow-sm">
<thead class="table-light">
<tr>
<th>Type</th>
<th>How It&rsquo;s Applied</th>
</tr>
</thead>
<tbody>
<tr>
<td>🏥 <strong>Referrer Discount</strong></td>
<td>Applied automatically based on the doctor or clinic who referred the patient.</td>
</tr>
<tr>
<td>🩺 <strong>Insurance Coverage</strong></td>
<td>Entered manually or pulled from the patient&rsquo;s insurance profile.</td>
</tr>
<tr>
<td>💵 <strong>Manual Discount</strong></td>
<td>Added directly by the billing officer (e.g., 10% off total).</td>
</tr>
</tbody>
</table>
</div>
<div class="alert alert-info my-3">💡 <strong>Tip:</strong> Discount history is automatically saved in the timeline for full transparency.</div>
<h4 class="mt-4">💸 Managing Payments</h4>
<p>The system supports multiple payment methods, including:</p>
<ul>
<li>💵 Cash</li>
<li>💳 Credit/Debit Cards</li>
<li>🏦 Bank Transfer</li>
<li>🖥️ Direct integration with <strong>Square Terminal</strong> for card payments</li>
</ul>
<div class="alert alert-success my-3">✅ After selecting a payment method and completing the transaction, click <strong>Checkout</strong> to save changes.</div>
<h4 class="mt-4">📜 Automatic Payment History</h4>
<p>The system automatically records:</p>
<ul>
<li>🕒 <strong>When payments were made</strong></li>
<li>👤 <strong>Who processed each payment</strong></li>
<li>🔄 <strong>Refunds:</strong> When payments were returned and by whom</li>
</ul>
<p>This comprehensive billing panel ensures financial tracking without manual effort. Receipts can be <strong>printed</strong> or <strong>emailed</strong> directly to the patient.</p>
</div>

<div class="col-lg-5 col-md-12 text-center"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-billing.png" alt="Laboratory Billing Panel" /></div>
</div>
<hr class="my-4" /><hr class="my-4" />
<h3>🩸 Step 4: Add Specimens (Optional)</h3>
<p>You can add specimens directly at this stage. However, most organizations use the dedicated specimen management pages:</p>
<ul>
<li>🔗 <a class="link-primary" href="../article/laboratory_specimen_collection_workflow">Specimen Collection Page</a>: For phlebotomy staff to manage collection.</li>
<li>🔗 <a class="link-primary" href="../article/laboratory_specimen_reception_workflow">Specimen Reception Page</a>: For lab staff to confirm specimen receipt.</li>
</ul>
<p><strong>⚠️ Best Practice:</strong> Let the respective teams manage these steps in their dedicated UIs for better workflow separation.</p>
<hr class="my-4" />
<h3>💾 Step 5: Save the Request</h3>
<p>Once you&rsquo;ve added all necessary details, click the <button class="btn btn-success btn-sm" disabled="disabled">Save</button> button to finalize the creation.</p>
<hr class="my-4" />
<h3>📂 Managing and Viewing Requests</h3>
<p>Once saved, you&rsquo;ll see the new request appear in the left sidebar under the appropriate tab based on its status:</p>
<ul>
<li>🟦 <strong>Pending:</strong> New requests awaiting specimen collection.</li>
<li>🟫 <strong>Specimen Received:</strong> Samples collected and received in the lab.</li>
<li>🟧 <strong>In Progress:</strong> Tests in process or under review.</li>
<li>🟩 <strong>Completed:</strong> Finalized reports ready for billing and communication.</li>
</ul>
<p>You can also view and search historical lab requests by clicking the <strong>All Requests Tab</strong> to retrieve past records.</p>
<p><strong>💡 Tip:</strong> Requests are color-coded by priority (e.g., <span style="color: red;">Urgent</span> = red icon).</p>
<h2 class="mt-5">🗂️ Understanding the Status Tabs and Workflow Grouping</h2>
<div class="row align-items-start">
<div class="col-lg-7 col-md-12">
<p>The Laboratory Request interface organizes all test requests into <strong>four main tabs</strong>. These tabs group requests based on their workflow stage, helping staff quickly focus on the tasks relevant to their role:</p>
<div class="table-responsive">
<table class="table table-hover table-bordered align-middle shadow-sm">
<thead class="table-success">
<tr>
<th class="text-center">Tab</th>
<th class="text-center">Included Statuses</th>
</tr>
</thead>
<tbody>
<tr>
<td>🟦 <strong>Pending</strong></td>
<td>Test Ordered, Specimen Taken</td>
</tr>
<tr>
<td>🟫 <strong>Specimen Received</strong></td>
<td>Specimen Received, Outsourced Received</td>
</tr>
<tr>
<td>🟧 <strong>In Progress</strong></td>
<td>Sent to Machine, Result Entered, Result Checked, Result Rejected</td>
</tr>
<tr>
<td>🟩 <strong>Completed</strong></td>
<td>Result Approved, Completed</td>
</tr>
</tbody>
</table>
</div>
<h3 class="mt-4">🔄 Why This Grouping Matters</h3>
<p>These tabs make it easier for different team members to work efficiently. Here&rsquo;s how each group works:</p>
<h4 class="mt-3">🟦 Pending Tab</h4>
<ul>
<li><strong>Who uses it:</strong> Nurses, Receptionists, Phlebotomists</li>
<li><strong>Purpose:</strong> Requests waiting for specimen collection.</li>
<li><strong>Statuses:</strong> Test Ordered, Specimen Taken</li>
</ul>
<h4>🟫 Specimen Received Tab</h4>
<ul>
<li><strong>Who uses it:</strong> Lab Technicians</li>
<li><strong>Purpose:</strong> Confirms that specimens are now physically in the lab.</li>
<li><strong>Statuses:</strong> Specimen Received, Outsourced Received</li>
</ul>
<h4>🟧 In Progress Tab</h4>
<ul>
<li><strong>Who uses it:</strong> Lab Analysts, Diagnostic Staff</li>
<li><strong>Purpose:</strong> View requests undergoing testing or verification.</li>
<li><strong>Statuses:</strong> Sent to Machine, Result Entered, Result Checked, Result Rejected</li>
</ul>
<h4>🟩 Completed Tab</h4>
<ul>
<li><strong>Who uses it:</strong> Lab Supervisors, Billing Staff</li>
<li><strong>Purpose:</strong> Shows finalized reports ready for printing, communication, or billing.</li>
<li><strong>Statuses:</strong> Result Approved, Completed</li>
</ul>
</div>

<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-timeline.png" alt="Laboratory Workflow Timeline" /></div>
</div>
<hr class="my-5" />
<h3 class="mt-5">🔁 Summary of All Request Statuses</h3>
<div class="row">
<div class="col-lg-7 col-md-12">
<p>Here&rsquo;s a master list of all statuses and their meanings in the laboratory workflow:</p>
<div class="table-responsive">
<table class="table table-bordered table-striped shadow-sm">
<thead class="table-light">
<tr>
<th>Status</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td>Test Ordered</td>
<td>Request created; no sample collected yet.</td>
</tr>
<tr>
<td>Specimen Taken</td>
<td>Sample collected but not yet delivered to the lab.</td>
</tr>
<tr>
<td>Specimen Received</td>
<td>Sample received at the laboratory.</td>
</tr>
<tr>
<td>Outsourced Received</td>
<td>Result received from an external provider.</td>
</tr>
<tr>
<td>Sent to Machine</td>
<td>Sample sent to lab equipment for testing.</td>
</tr>
<tr>
<td>Result Entered</td>
<td>Results manually or automatically entered.</td>
</tr>
<tr>
<td>Result Checked</td>
<td>Initial review by lab technician.</td>
</tr>
<tr>
<td>Result Rejected</td>
<td>Results deemed invalid/incomplete and rejected.</td>
</tr>
<tr>
<td>Result Approved</td>
<td>Final validation completed.</td>
</tr>
<tr>
<td>Completed</td>
<td>Request fully closed and archived.</td>
</tr>
<tr>
<td>Cancelled</td>
<td>Request cancelled due to error, duplication, or change of plan.</td>
</tr>
</tbody>
</table>
</div>
</div>

<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-timeline.png" alt="Laboratory Request Statuses" /></div>
</div>
<hr />
<div class="article-nav d-flex justify-content-between align-items-center mt-4">
<div>&nbsp;</div>
<div><a href="#"><strong>🏁 Start: Getting Started with the Perfect Laboratory Information System</strong></a></div>
<div><a href="https://sarutech.com/article/laboratory_specimen_collection_workflow">Specimen Collection Workflow ➡️</a></div>
</div>

Getting Started with the Perfect Laboratory Information System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
<div><a href="https://sarutech.com/article/laboratory_specimen_collection_workflow">⬅️ Specimen Collection Workflow and Management</a></div>
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="https://sarutech.com/article/process-laboratory-test-results-and-reports">How to Process Lab Tests and Prepare Laboratory Test Results and Reports ➡️</a></div>
</div>
<h2>📦 Specimen Reception Workflow</h2>
<h3>📖 Overview</h3>
<p>The Specimen Reception workflow manages the process of confirming that collected specimens have arrived in the laboratory. This step is critical for tracking chain-of-custody and ensuring samples are available for testing.</p>
<h3>🔍 Key Functions</h3>
<ul>
<li><strong>View Incoming Specimens:</strong> Shows all specimens collected but not yet received in the lab.</li>
<li><strong>Search and Filter:</strong> Find specimens by patient, request ID, or specimen type.</li>
<li><strong>Confirm Reception:</strong> Enter the reception details and update status to 'Specimen Received.'</li>
<li><strong>Track Status:</strong> Monitor specimens that are pending, received, or rejected.</li>
</ul>
<h3>📋 Steps to Receive a Specimen</h3>
<ol>
<li>Navigate to the <strong>Specimen Reception</strong> page from the Laboratory menu.</li>
<li>Locate the incoming specimen using filters or search.</li>
<li>Click on the specimen to open its details.</li>
<li>Review the collection information (who collected it, when, and notes).</li>
<li>Click <strong>Confirm Reception</strong> and enter:
<ul>
<li>Date and Time of Reception</li>
<li>Name of the staff receiving the sample</li>
<li>Optional Notes or Condition Comments</li>
</ul>
</li>
<li>Save. The specimen status will now update to <strong>Specimen Received</strong>.</li>
</ol>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
<div><a href="https://sarutech.com/article/laboratory_specimen_collection_workflow">⬅️ Specimen Collection Workflow and Management</a></div>
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="https://sarutech.com/article/process-laboratory-test-results-and-reports">How to Process Lab Tests and Prepare Laboratory Test Results and Reports ➡️</a></div>
</div>

Specimen Reception Workflow and Management

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system">⬅️ Getting Started with the Perfect Laboratory Management System</a></div>
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="https://sarutech.com/article/laboratory_specimen_reception_workflow_management">Specimen Reception Workflow and Management ➡️</a></div>
</div>
<h2>🧪 Specimen Collection Workflow</h2>
<h3>📖 Overview</h3>
<p>The Specimen Collection workflow in the Perfect Laboratory Management System allows you to manage and track the process of collecting specimens from patients for laboratory testing. This ensures proper handling, labeling, and documentation for accurate diagnostic results.</p>
<h3>🔍 Key Functions</h3>
<ul>
<li><strong>View Pending Requests:</strong> Displays all lab requests where specimens have not yet been collected.</li>
<li><strong>Search and Filter:</strong> Locate specific requests by patient name, ID, or test type.</li>
<li><strong>Add Specimen:</strong> Enter specimen details including type, collection date/time, and collected by.</li>
<li><strong>Update Status:</strong> Mark requests as 'Specimen Taken' after saving details.</li>
<li><strong>Print Specimen Labels:</strong> Generate labels for collected specimens.</li>
</ul>
<h3>📋 Steps to Collect a Specimen</h3>
<ol>
<li>Navigate to the <strong>Specimen Collection</strong> page from the Laboratory menu.</li>
<li>Locate the pending request using filters or search.</li>
<li>Click on the request to open detailed information.</li>
<li>Click <strong>Add Specimen</strong> and enter:
<ul>
<li>Specimen Type (e.g., blood, urine)</li>
<li>Collection Date and Time</li>
<li>Name of the staff who collected the sample</li>
<li>Optional Notes or Description</li>
</ul>
</li>
<li>Save the details. The request status will automatically change to <strong>Specimen Taken</strong>.</li>
</ol>
<h3>🖨️ Printing Specimen Labels</h3>
<p>After saving, you can print a label containing patient details and specimen information for proper identification.</p>
<hr />
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system">⬅️ Getting Started with the Perfect Laboratory Management System</a></div>
<div><a href="https://sarutech.com/article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="https://sarutech.com/article/laboratory_specimen_reception_workflow_management">Specimen Reception Workflow and Management ➡️</a></div>
</div>

Specimen Collection Workflow and Management

<div class="article-nav d-flex justify-content-between align-items-center mb-4">
<div><a href="../article/laboratory_entering_results_finalizing_reports">⬅️ Entering Test Results and Finalizing Laboratory Reports</a></div>
<div><a href="../article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="../article/laboratory_patient_management_portal">Patient Management &amp; Patient Portal ➡️</a></div>
</div>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<h2 class="mt-4">📈 Income &amp; Service Billing Page</h2>
<p>The <strong>Income &amp; Service Billing Page</strong> provides a powerful dashboard for managing bills and payments, featuring live charts and advanced filters.</p>
<h4 class="mt-3">🔍 Filters and Search Options</h4>
<ul>
<li>🔎 <strong>Item Filter:</strong> Filter records by service or income type.</li>
<li>👤 <strong>Customer Filter:</strong> View all bills related to a specific customer.</li>
<li>💳 <strong>Status Filter:</strong> Show only Paid, Unpaid, or Partially Paid bills.</li>
<li>📅 <strong>Date Filter:</strong> Filter by Today, This Week, Last Month, or set a custom date range.</li>
</ul>
<h4 class="mt-3">Key Features</h4>
<ul>
<li>📊 <strong>Summary Charts:</strong> Visualize total income, unpaid balances, and payment trends.</li>
<li>📤 <strong>Export Options:</strong> Download data as CSV or JSON for accounting and reporting.</li>
<li>🖨️ <strong>Print Reports:</strong> Generate professional financial reports on demand.</li>
</ul>
<div class="alert alert-info mt-3">💡 <strong>Tip:</strong> Use filters to analyze payment patterns, export data for reconciliation, and identify unpaid balances early.</div>
<p>The system supports advanced billing workflows, including:</p>
<ul>
<li>💱 <strong>Multi-Currency Pricing:</strong> Allowing charges in multiple currencies for global clients.</li>
<li>🔀 <strong>Split Billing:</strong> Bills can be divided between patients and their insurance providers based on predefined ratios.</li>
</ul>
<p>This ensures flexibility for clinics working with both private payers and insurance schemes.</p>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-income.png" alt="Income and Service Billing Dashboard" /></div>
</div>
<hr class="my-4" />
<h2 class="mt-4">📊 Billing &amp; Reconciliation Features</h2>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>The <strong>Insurance Dashboard</strong> gives finance teams a clear view of pending and paid bills for each provider, with tools to:</p>
<ul>
<li>📦 <strong>Batch Reconcile Insurance Claims:</strong> Speed up processing and reduce manual effort.</li>
<li>🖨️ <strong>View, Print, and Export Bills:</strong> Support for detailed billing codes (e.g., CPT codes).</li>
<li>🕒 <strong>Track Reconciliation Timeline:</strong> Every action &mdash; from deposits to payment applications &mdash; is logged.</li>
<li>📁 <strong>Upload Supporting Documents:</strong> Attach PDFs or images related to each provider.</li>
<li>📧 <strong>Email &amp; SMS Integration:</strong> Send balance reminders and transaction updates directly to insurers.</li>
</ul>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-insurance-timeline.png" alt="Insurance Reconciliation Timeline" /></div>
</div>
<hr class="my-4" />
<h2 class="mt-4">🏦 Managing Third-Party Billing &amp; Insurance Reconciliation</h2>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>Managing third-party billing is often complex, particularly when coordinating with multiple insurers or outsourced laboratories. The <strong>Perfect Laboratory Manager</strong> provides a dedicated <strong>Insurance Reconciliation Page</strong> that empowers finance teams to manage this process with precision.</p>
<p>Finance staff can:</p>
<ul>
<li>💵 Record and manage <strong>deposit payments</strong>.</li>
<li>📄 Select specific <strong>outstanding bills</strong> to reconcile.</li>
<li>📊 Apply payments partially or in full based on insurer remittances.</li>
</ul>
<p>The system maintains a <strong>detailed payment history</strong> for every bill, including:</p>
<ul>
<li>Amount paid</li>
<li>Payment method</li>
<li>Date of transaction</li>
<li>Staff responsible for the entry</li>
</ul>
<p>By consolidating billing, deposits, insurance coverage, and reconciliation workflows in one interface, labs can reduce discrepancies, improve recovery rates, and maintain better financial oversight.</p>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-insurance-timeline.png" alt="Insurance Reconciliation Workflow" /></div>
</div>
<p>---</p>
<h2 class="mt-5">📜 Billing System with Insurance &amp; CPT Code Support</h2>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>The <strong>Perfect Laboratory Manager</strong> includes a comprehensive billing system designed to handle a wide variety of payment scenarios, including:</p>
<ul>
<li>👥 Private patients</li>
<li>🏥 Insured clients</li>
<li>🏛️ Institutional billing for hospitals or government programs</li>
</ul>
<p>The system supports the use of standardized <strong>CPT codes</strong> for lab procedures, enabling seamless financial reconciliation with insurance providers and government reimbursement programs.</p>
<p>Invoices are automatically generated based on:</p>
<ul>
<li>Selected tests</li>
<li>Applied discounts</li>
<li>Predefined packages</li>
<li>Insurance coverage rules</li>
</ul>
<p>Insurance billing is deeply integrated, allowing labs to:</p>
<ul>
<li>Configure multiple insurance providers per patient</li>
<li>Specify coverage percentages</li>
<li>Define policy start and end dates</li>
</ul>
<p>When processing an insured patient, the system automatically applies coverage rules and splits the invoice accordingly. Detailed billing reports and outsourced test summaries make it easy to reconcile with third parties and manage pending payments.</p>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-billing-codes.png" alt="Billing Codes and CPT Support" /></div>
</div>
<p>---</p>
<h2 class="mt-5">🔎 Searching and Managing Billing Codes</h2>
<p>The billing codes page provides a searchable list of all available billing items. Features include:</p>
<ul>
<li>🔎 <strong>Search Bar:</strong> Quickly locate codes by name or category.</li>
<li>📄 <strong>Edit &amp; Print Options:</strong> Edit billing details or print individual codes.</li>
<li>📤 <strong>Export Options:</strong> Download the full list for review or sharing.</li>
</ul>
<h2 class="mt-5">🔗 Outsourced Test Billing</h2>
<div class="row align-items-center">
<div class="col-lg-7 col-md-12">
<p>Laboratories often rely on external facilities to perform specialized tests that require unique equipment or expertise. The <strong>Perfect Laboratory Manager</strong> provides a streamlined workflow for managing outsourced test billing.</p>
<h4 class="mt-3">🌟 Key Features</h4>
<ul>
<li>📄 <strong>Record External Lab Charges:</strong> Finance teams can log the cost of outsourced tests directly in the system.</li>
<li>🔗 <strong>Link to Patient Bills:</strong> External charges can be added to the patient&rsquo;s invoice for transparency and full cost recovery.</li>
<li>📥 <strong>Attach Vendor Invoices:</strong> Upload scanned copies of invoices or receipts from third-party labs for recordkeeping.</li>
<li>📊 <strong>Monitor Costs:</strong> Generate reports on outsourced services to track spending and negotiate better rates with vendors.</li>
</ul>
<div class="alert alert-info mt-3">💡 <strong>Tip:</strong> Outsourced test costs are shown as separate line items on patient bills to ensure clarity for both patients and insurers.</div>
</div>

<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-insurance-timeline.png" alt="Outsourced Test Billing Workflow" /></div>
</div>
<hr class="my-4" />
<div class="article-nav d-flex justify-content-between align-items-center mt-5">
<div><a href="../article/laboratory_entering_results_finalizing_reports">⬅️ Entering Test Results and Finalizing Laboratory Reports</a></div>
<div><a href="../article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Management System</strong></a></div>
<div><a href="../article/laboratory_patient_management_portal">Patient Management &amp; Patient Portal ➡️</a></div>
</div>

Billings and Income Management in the Perfect Laboratory Management System

<div class="article-nav d-flex justify-content-between align-items-center mb-4">
<div><a href="../article/laboratory_patient_management_portal">⬅️ Patient Management and Patient Portal</a></div>
<div><a href="../article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Information System</strong></a></div>
<div><a href="../article/laboratory_inventory_management_workflow">Laboratory Inventory Management ➡️</a></div>
</div>
<h1 class="mb-4">🧷 Laboratory User Roles and Permissions</h1>
<p>---</p>
<h2 class="mt-4">🔒 Permissions and Role-Based Access</h2>
<p>Security and governance are enforced through a robust system of <strong>user roles</strong> and <strong>fine-grained permissions</strong>. Each action &mdash; from locking a report to editing a bill &mdash; is controlled based on your assigned role.</p>
<div class="row align-items-center my-4">
<div class="col-lg-7 col-md-12">
<h4 class="mt-3">🔑 Common Roles and What They Can Do</h4>
<div class="table-responsive">
<table class="table table-bordered table-hover shadow-sm">
<thead class="table-light">
<tr>
<th>Role</th>
<th>What They Can Do</th>
</tr>
</thead>
<tbody>
<tr>
<td>🧪 Lab Technician</td>
<td>Enter results, receive specimens, update test values</td>
</tr>
<tr>
<td>👩&zwj;⚕️ Phlebotomist</td>
<td>Mark specimens as collected, add collection details</td>
</tr>
<tr>
<td>🧾 Billing Officer</td>
<td>View/edit bills, apply discounts, enter payments</td>
</tr>
<tr>
<td>👨&zwj;🔬 Lab Supervisor</td>
<td>Approve results, lock/unlock reports, finalize conclusions</td>
</tr>
<tr>
<td>🛠️ Admin</td>
<td>Configure test templates, manage user access, adjust system settings</td>
</tr>
<tr>
<td>📥 Receptionist</td>
<td>Place test orders, view request status, cannot view results</td>
</tr>
</tbody>
</table>
</div>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-user-roles-and-permissions.png" alt="User Roles in Laboratory System" /></div>
</div>
<p>---</p>
<h3 class="mt-5">🔐 Locking and Editing Restrictions</h3>
<p>Once a lab report is <strong>locked</strong>, most modifications are restricted. Only users with <strong>Unlock Permission</strong> (typically Lab Supervisors or Admins) can reopen a report for corrections.</p>
<div class="table-responsive my-3">
<table class="table table-striped table-hover shadow-sm">
<thead class="table-light">
<tr>
<th>Action</th>
<th>Allowed?</th>
</tr>
</thead>
<tbody>
<tr>
<td>Editing results</td>
<td>❌ Not allowed</td>
</tr>
<tr>
<td>Adding/removing tests</td>
<td>❌ Not allowed</td>
</tr>
<tr>
<td>Changing specimen status</td>
<td>❌ Not allowed</td>
</tr>
<tr>
<td>Uploading new files</td>
<td>❌ Not allowed</td>
</tr>
<tr>
<td>Viewing, printing, exporting</td>
<td>✅ Allowed</td>
</tr>
<tr>
<td>Adding tasks or comments</td>
<td>❌ Not allowed</td>
</tr>
</tbody>
</table>
</div>
<p>Each unlock action is logged in the timeline, time-stamped, and attributed to the user who performed it.</p>
<p>---</p>
<h3 class="mt-5">📥 Permissions for Workflow Stages</h3>
<p>Permissions can also be applied to <strong>status selections</strong>, ensuring users can only update workflow stages appropriate to their role.</p>
<div class="row align-items-center my-4">
<div class="col-lg-7 col-md-12">
<p>For example, if a nurse is restricted from approving a lab request, the <strong>&ldquo;Approved&rdquo;</strong> status is automatically disabled for that role. This ensures full compliance with lab workflows.</p>
<p>You can customize permissions for:</p>
<ul>
<li>Viewing, adding, editing, or deleting entities (e.g., patients, lab requests, bills)</li>
<li>Selecting specific workflow statuses (e.g., Checked, Approved)</li>
<li>Accessing certain tabs or modules</li>
</ul>
</div>
<div class="col-lg-5 col-md-12 text-center mt-4 mt-lg-0"><img class="img-fluid border rounded shadow-sm" src="https://sarutech.com/img/products/laboratory-user-permissions.png" alt="Granular User Permissions" /></div>
</div>
<p>---</p>
<h3 class="mt-5">✅ Approval Cycle Definition</h3>
<p>The system allows hospitals to define their own <strong>approval workflows</strong>. By default:</p>
<ul>
<li>✅ <strong>Checked:</strong> Indicates the lab technician has reviewed the results.</li>
<li>✅ <strong>Approved:</strong> Indicates the lab supervisor has validated and finalized the report.</li>
</ul>
<p>These stages can be modified or expanded based on your internal processes.</p>
<p>---</p>
<h4 class="mt-5">🕓 Timeline Audit Trail</h4>
<p>The timeline feature provides a <strong>real-time audit log</strong> of all lab request actions, including:</p>
<ul>
<li>👤 Who created the request</li>
<li>🧪 Who took the specimen</li>
<li>✅ Who checked and approved results</li>
<li>💵 Billing activities, such as insurance reconciliation and payment updates</li>
</ul>
<p>This feature is especially useful for monitoring turnaround times and ensuring compliance with clinical and administrative protocols.</p>
<hr class="my-4" />
<div class="article-nav d-flex justify-content-between align-items-center mt-5">
<div><a href="../article/laboratory_patient_management_portal">⬅️ Patient Management and Patient Portal</a></div>
<div><a href="../article/laboratory_getting_started_laboratory_information_system"><strong>🏁 Start: Getting Started with the Perfect Laboratory Information System</strong></a></div>
<div><a href="../article/laboratory_inventory_management_workflow">Laboratory Inventory Management ➡️</a></div>
</div>

Laboratory User Roles and Permissions

<p>The Ward Insights and Analytics suite provides hospital teams with powerful tools for real-time decision-making, strategic planning, and financial management. From dynamic charts and interactive dashboards to AI-powered forecasting and comprehensive reconciliation tools, this module brings clarity and control to every aspect of ward operations. Explore patient flow trends, analyze historical data, predict future demand, and manage insurance and billing with confidence&mdash;all within a single, seamless interface.</p>

<section style="font-family: Arial, sans-serif; margin: 40px 0;">
<h2 style="color: #2e7d32; font-size: 28px;">🟩 Dynamic Reports &amp; Charts</h2>
<img style="width: 100%; border-radius: 8px; margin: 20px 0;" src="https://sarutech.com/img/products/ward-reports-and-charts.png" alt="Ward Dynamic Reports and Charts" />
<p>The <strong>Dynamic Reports &amp; Charts</strong> module gives healthcare teams <em>real-time insights</em> into any data point across the hospital. It allows you to visualize trends, compare metrics, and make evidence-based decisions quickly.</p>
<p>This tool is invaluable for <strong>administrators</strong>, <strong>ward managers</strong>, and <strong>clinical directors</strong> looking to optimize performance and patient care.</p>
<h3 style="color: #1565c0; margin-top: 30px;">📊 Key Features of Dynamic Reports</h3>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li><strong>Chart Any Entity:</strong> Select from visits, admissions, discharges, billing, medications, lab requests, and more.</li>
<li><strong>Interactive Filters:</strong> Apply filters for date ranges, wards, patient demographics, and visit stages.</li>
<li><strong>Summary Modes:</strong> Choose between <em>Sum</em>, <em>Average</em>, and <em>Count</em>.</li>
<li><strong>Multiple Chart Types:</strong> Bar, Line, Pie, and Stacked Charts.</li>
<li><strong>Compare Data Over Time:</strong> Analyze metrics day-by-day, week-to-week, or against previous years.</li>
<li><strong>Multi-Chart Support:</strong> Layer multiple charts for side-by-side comparison.</li>
</ul>
<h3 style="color: #1565c0; margin-top: 30px;">🎛️ Toolbar Options</h3>
<table style="width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 15px;">
<thead>
<tr style="background-color: #f1f1f1;">
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Button</th>
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Function</th>
</tr>
</thead>
<tbody>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">🎨 Draw Chart</td>
<td style="padding: 8px; border: 1px solid #ddd;">Plots the selected data instantly</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">➕ Add Chart</td>
<td style="padding: 8px; border: 1px solid #ddd;">Layers a new chart on top of the existing graph</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">💾 Save Options</td>
<td style="padding: 8px; border: 1px solid #ddd;">Saves the current configuration for later reuse</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">🔄 Undo Chart</td>
<td style="padding: 8px; border: 1px solid #ddd;">Removes the last plotted chart</td>
</tr>
</tbody>
</table>
<h3 style="color: #1565c0; margin-top: 30px;">📥 Export and Share Insights</h3>
<p>Easily export charts to PDF or image formats, share with team members, or print for meetings. Save frequently used configurations for quick access during planning sessions.</p>
<h4 style="color: #2e7d32; margin-top: 25px;">💡 Use Cases</h4>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li>Track daily admissions vs discharges for capacity planning</li>
<li>Analyze patient flow by ward and identify bottlenecks</li>
<li>Visualize revenue trends across different service categories</li>
<li>Audit prescription and laboratory trends over time</li>
</ul>
</section>

<section style="font-family: Arial, sans-serif; margin: 40px 0;">
<h2 style="color: #1565c0; font-size: 28px;">🟦 Ward Statistics</h2>
<img style="width: 100%; border-radius: 8px; margin: 20px 0;" src="https://sarutech.com/img/products/ward-stats.png" alt="Hospital Ward Statistics" />
<p>The <strong>Ward Statistics page</strong> offers hospital managers a comprehensive overview of ward performance in real-time. With clear metrics and a user-friendly layout, it&rsquo;s designed to empower decision-making and improve operational efficiency.</p>
<p>At a glance, you can see key performance indicators (KPIs) for each ward, monitor patient movement, and track bed utilization to anticipate demand and manage resources.</p>
<h3 style="color: #1565c0; margin-top: 30px;">📊 Key Metrics Displayed</h3>
<table style="width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 15px;">
<thead>
<tr style="background-color: #f1f1f1;">
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Metric</th>
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Available Beds</td>
<td style="padding: 8px; border: 1px solid #ddd;">Current count of empty beds per ward</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Occupancy Rate</td>
<td style="padding: 8px; border: 1px solid #ddd;">Percentage of beds currently occupied</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Average Wait Time</td>
<td style="padding: 8px; border: 1px solid #ddd;">Average time from admission request to bed assignment</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Average Stay Duration</td>
<td style="padding: 8px; border: 1px solid #ddd;">Mean length of stay for admitted patients</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Readmissions (30 Days)</td>
<td style="padding: 8px; border: 1px solid #ddd;">Number of patients readmitted within 30 days</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Transfers Today</td>
<td style="padding: 8px; border: 1px solid #ddd;">Number of patients moved into or out of this ward today</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Discharges Today</td>
<td style="padding: 8px; border: 1px solid #ddd;">Number of beds vacated due to patient discharge</td>
</tr>
</tbody>
</table>
<p>Managers can switch between wards instantly and access live data feeds, making it easier to plan cleaning cycles, staff shifts, and anticipate bottlenecks.</p>
<h4 style="color: #2e7d32; margin-top: 25px;">💡 Example Use Cases</h4>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li>Identify wards nearing full capacity to prioritize transfers</li>
<li>Monitor patient flow during high-demand periods</li>
<li>Measure average stay times for process improvement initiatives</li>
</ul>
</section>

<section style="font-family: Arial, sans-serif; margin: 40px 0;">
<h2 style="color: #6a1b9a; font-size: 28px;">🟪 Forecasting &amp; Predictive Analytics</h2>
<img style="width: 100%; border-radius: 8px; margin: 20px 0;" src="https://sarutech.com/img/products/ward-forecast.png" alt="Ward Forecast and Predictive Analytics" />
<p>The <strong>Forecasting page</strong> equips hospital managers with AI-powered insights to predict patient flow and prepare for upcoming surges. Using historical data and trends, the system offers reliable projections to support operational planning and resource allocation.</p>
<p>With this tool, managers can anticipate bed demand, adjust staffing levels, and schedule cleaning or maintenance cycles to ensure seamless patient care.</p>
<h3 style="color: #6a1b9a; margin-top: 30px;">🔮 Key Features</h3>
<table style="width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 15px;">
<thead>
<tr style="background-color: #f1f1f1;">
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Feature</th>
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Purpose</th>
</tr>
</thead>
<tbody>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Predicted Admissions</td>
<td style="padding: 8px; border: 1px solid #ddd;">Estimates patient inflow for selected dates</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Comparison Charts</td>
<td style="padding: 8px; border: 1px solid #ddd;">Compare predictions with yesterday, last week, and daily averages</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Hourly Trends</td>
<td style="padding: 8px; border: 1px solid #ddd;">Visualize admissions on an hour-by-hour basis</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Admission Source Breakdown</td>
<td style="padding: 8px; border: 1px solid #ddd;">Identify admissions from A&amp;E, transfers, or direct entries</td>
</tr>
</tbody>
</table>
<p>The predictive analytics module empowers you to make <strong>data-driven decisions</strong> and avoid bottlenecks, ensuring beds and staff are ready for patients when they arrive.</p>
<h4 style="color: #2e7d32; margin-top: 25px;">💡 Example Use Cases</h4>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li>Forecast daily and weekly ward occupancy levels</li>
<li>Prepare staff rosters ahead of high-demand periods</li>
<li>Plan cleaning and turnover schedules to match predicted discharges</li>
</ul>
</section>

<section style="font-family: Arial, sans-serif; margin: 40px 0;">
<h2 style="color: #1565c0; font-size: 28px;">🟦 Dynamic Scheduling &amp; Appointments</h2>
<img style="width: 100%; border-radius: 8px; margin: 20px 0;" src="https://sarutech.com/img/products/ward-appointments-calendar.png" alt="Ward Appointments Calendar" />
<p>The <strong>Appointments Calendar</strong> provides an interactive view of all ward bookings, admissions, discharges, and other scheduled activities. This dynamic tool helps staff manage workflows efficiently, ensuring that no patient or task is missed.</p>
<p>The system supports color-coded entries for different appointment types, drag-and-drop adjustments for rescheduling, and integration with patient records for a seamless experience.</p>
<h3 style="color: #1565c0; margin-top: 30px;">📅 Key Features</h3>
<table style="width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 15px;">
<thead>
<tr style="background-color: #f1f1f1;">
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Feature</th>
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Interactive Calendar</td>
<td style="padding: 8px; border: 1px solid #ddd;">View daily, weekly, or monthly schedules</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Drag-and-Drop Editing</td>
<td style="padding: 8px; border: 1px solid #ddd;">Easily reschedule appointments by dragging</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Real-Time Updates</td>
<td style="padding: 8px; border: 1px solid #ddd;">Automatically syncs changes across devices</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Patient Linkage</td>
<td style="padding: 8px; border: 1px solid #ddd;">Each appointment connects directly to patient files</td>
</tr>
</tbody>
</table>
<p>Staff can filter appointments by doctor, ward, or appointment type to stay focused on their priorities. The intuitive interface reduces scheduling conflicts and increases operational efficiency.</p>
<h4 style="color: #2e7d32; margin-top: 25px;">💡 Example Use Cases</h4>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li>Track bed reservations and planned discharges</li>
<li>Coordinate multidisciplinary rounds and treatments</li>
<li>Quickly locate available time slots for urgent admissions</li>
</ul>
</section>

<section style="font-family: Arial, sans-serif; margin: 40px 0;">
<h2 style="color: #6a1b9a; font-size: 28px;">🟪 Insurance Reconciliation &amp; Management</h2>
<img style="width: 100%; border-radius: 8px; margin: 20px 0;" src="https://sarutech.com/img/products/ward-insurance-reconciliation-management.png" alt="Ward Insurance Reconciliation Management" />
<p>The <strong>Insurance Reconciliation Dashboard</strong> simplifies financial operations by offering tools to track, verify, and manage insurance claims for every ward. This ensures that all patient visits, treatments, and procedures are accurately billed and reconciled with their respective insurance providers.</p>
<p>By centralizing insurance management, hospitals reduce billing errors, prevent revenue leakage, and improve overall financial transparency.</p>
<h3 style="color: #6a1b9a; margin-top: 30px;">💼 Key Features</h3>
<table style="width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 15px;">
<thead>
<tr style="background-color: #f1f1f1;">
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Feature</th>
<th style="text-align: left; padding: 8px; border: 1px solid #ddd;">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Claim Verification</td>
<td style="padding: 8px; border: 1px solid #ddd;">Automatically checks patient coverage and eligibility</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Batch Reconciliation</td>
<td style="padding: 8px; border: 1px solid #ddd;">Compare internal billing with insurance reports</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Detailed Audit Trails</td>
<td style="padding: 8px; border: 1px solid #ddd;">Tracks every edit, approval, and payment</td>
</tr>
<tr>
<td style="padding: 8px; border: 1px solid #ddd;">Exportable Reports</td>
<td style="padding: 8px; border: 1px solid #ddd;">Generate insurer-specific summaries in PDF or Excel</td>
</tr>
</tbody>
</table>
<p>With direct integration into the <strong>Perfect Billing System</strong>, the module streamlines communication between clinical and finance teams, ensuring timely claim submissions and follow-ups.</p>
<h4 style="color: #2e7d32; margin-top: 25px;">💡 Example Use Cases</h4>
<ul style="font-size: 16px; color: #333; line-height: 1.6;">
<li>Track unpaid claims across multiple wards</li>
<li>Identify discrepancies between billed and paid amounts</li>
<li>Generate insurer-specific reconciliation reports for audits</li>
</ul>
</section>

Getting Started with the Perfect Laboratory Information System

Specimen Reception Workflow and Management

Specimen Collection Workflow and Management

Billings and Income Management in the Perfect Laboratory Management System

Laboratory User Roles and Permissions

Ward Insights, Analytics & Financial Management