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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_patients_and_patient_records">&larr; How to Manage Laboratory Patients and Patient Records</a></div>
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<section class="laboratory-tutorial-article">
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  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>Reports and charts help laboratory managers, supervisors, and accountants understand activity, performance, billing, and trends. The reporting area can summarize request volume, turnaround time, income, payments, balances, and other operational indicators.</p>
    <p>Analytical dashboards help laboratories make informed decisions instead of relying only on manual record checking. Daily and monthly charts, turnaround time visibility, and financial summaries can help identify workload patterns, service delays, revenue gaps, and areas for operational improvement.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>Review daily and monthly laboratory request charts.</li>
      <li>Monitor how many tests or requests are processed over time.</li>
      <li>Analyze turnaround time from registration through specimen collection, result entry, approval, completion, and reporting.</li>
      <li>Review sales, billing activity, income, payments, and outstanding balances.</li>
      <li>Identify busy periods, delayed workflows, and financial performance trends.</li>
      <li>Support better decisions for staffing, workflow improvement, revenue control, and laboratory growth.</li>
      <li>Give managers a clearer view of operational performance, billing performance, and laboratory productivity.</li>
    </ul>
    <p>This helps laboratories move from manual record checking to clearer operational and financial insight.</p>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_patients_and_patient_records">&larr; How to Manage Laboratory Patients and Patient Records</a></div>
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How to Use Laboratory Reports and Charts

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_appointments">&larr; How to Use Laboratory Appointments</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_reports_and_charts">How to Use Laboratory Reports and Charts &rarr;</a></div>
</div>
<section class="laboratory-tutorial-article">
  <div style="position: relative; width: 100%; padding-bottom: 56.25%; height: 0; overflow: hidden; border-radius: 16px; box-shadow: 0 18px 45px rgba(0, 59, 132, .22); margin: 1.5rem 0 2rem; background: #001f47;">
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  </div>

  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>The patient management feature gives laboratories a central place to store patient records, contact details, laboratory history, notes, reports, bills, and balances. Accurate patient information supports request creation, report sharing, billing review, and long-term record keeping.</p>
    <p>Complete patient information gives laboratory staff quick access to the details needed for registration, result communication, billing, and historical review. Instead of searching across separate records, the patient file connects personal details with lab requests, previous results, notes, invoices, payments, and balances.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>Add new patients and update patient details.</li>
      <li>Store file number, date of birth, phone number, email address, and other laboratory-specific information.</li>
      <li>Review a patient&#39;s laboratory history and previous requests.</li>
      <li>View past results and related records without searching the full request list.</li>
      <li>Add patient notes for reminders, instructions, follow-up comments, or internal information.</li>
      <li>Review billing information, invoices, payments, outstanding balances, and balance payments.</li>
      <li>Use accurate contact details for email and SMS report delivery.</li>
      <li>Keep patient records connected to appointments, requests, results, reports, and balances.</li>
    </ul>
    <p>This creates a complete patient record that supports better service, faster communication, and more reliable laboratory history.</p>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_appointments">&larr; How to Use Laboratory Appointments</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_reports_and_charts">How to Use Laboratory Reports and Charts &rarr;</a></div>
</div>


How to Manage Laboratory Patients and Patient Records

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_user_roles_and_permissions">&larr; How to Manage Laboratory User Roles and Permissions</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_patients_and_patient_records">How to Manage Laboratory Patients and Patient Records &rarr;</a></div>
</div>
<section class="laboratory-tutorial-article">
  <div style="position: relative; width: 100%; padding-bottom: 56.25%; height: 0; overflow: hidden; border-radius: 16px; box-shadow: 0 18px 45px rgba(0, 59, 132, .22); margin: 1.5rem 0 2rem; background: #001f47;">
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  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>The appointments workflow helps laboratories manage scheduled patient visits and planned testing. Staff can view upcoming appointments, filter the appointment list, open appointment details, and convert appointments into laboratory requests.</p>
    <p>Appointment management connects scheduling with request creation, patient records, and laboratory operations. This helps teams prepare for patient visits, reduce repeated data entry, and move from booking to sample collection with a clearer workflow.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>View and filter upcoming laboratory appointments.</li>
      <li>Open appointment records from the laboratory worklist.</li>
      <li>Confirm, edit, cancel, or mark appointments as no show.</li>
      <li>Open the patient file from the appointment.</li>
      <li>Create a laboratory request directly from an appointment.</li>
      <li>Carry patient and appointment details into the new request to reduce repeated entry.</li>
      <li>Support appointment status communication and better preparation for scheduled testing.</li>
    </ul>
    <p>This helps laboratories connect scheduling with request creation and keeps appointment activity aligned with daily testing operations.</p>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_user_roles_and_permissions">&larr; How to Manage Laboratory User Roles and Permissions</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_patients_and_patient_records">How to Manage Laboratory Patients and Patient Records &rarr;</a></div>
</div>


How to Use Laboratory Appointments

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_complete_and_lock_a_laboratory_request">&larr; How to Complete and Lock a Laboratory Request</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_appointments">How to Use Laboratory Appointments &rarr;</a></div>
</div>
<section class="laboratory-tutorial-article">
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  </div>

  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>User roles and permissions help laboratories control who can access pages, perform actions, and move requests through sensitive workflow stages. Each user type can represent a real staff role such as Admin, Laboratory Scientist, Receptionist, Billing Officer, Inventory Officer, or Supervisor.</p>
    <p>Role-based access control is essential for protecting patient information, clinical results, billing records, and configuration settings. Permissions help laboratories separate duties and make sure staff only see and use the tools required for their responsibilities.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>Create user types that match laboratory staff responsibilities.</li>
      <li>Set a homepage for each role after login.</li>
      <li>Choose which pages each role can access, such as Laboratory, Billing, Inventory, or Reports.</li>
      <li>Control view, add, edit, delete, and configuration permissions.</li>
      <li>Control which laboratory request statuses each role can use.</li>
      <li>Separate responsibilities between reception, laboratory scientists, supervisors, billing staff, and inventory staff.</li>
      <li>Create staff login accounts and assign the correct user type.</li>
      <li>Support staff login accounts, configurable access, and role-based accountability.</li>
      <li>Help protect sensitive clinical and financial workflows.</li>
    </ul>
    <p>This helps protect laboratory data while giving each staff member access to the right pages, actions, and workflow statuses.</p>
  </div>

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_complete_and_lock_a_laboratory_request">&larr; How to Complete and Lock a Laboratory Request</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_use_laboratory_appointments">How to Use Laboratory Appointments &rarr;</a></div>
</div>


How to Manage Laboratory User Roles and Permissions

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_share_laboratory_reports_by_email_sms_and_patient_portal">&larr; How to Share Laboratory Reports by Email, SMS, and Patient Portal</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_user_roles_and_permissions">How to Manage Laboratory User Roles and Permissions &rarr;</a></div>
</div>
<section class="laboratory-tutorial-article">
  <div style="position: relative; width: 100%; padding-bottom: 56.25%; height: 0; overflow: hidden; border-radius: 16px; box-shadow: 0 18px 45px rgba(0, 59, 132, .22); margin: 1.5rem 0 2rem; background: #001f47;">
    <iframe title="How to Complete and Lock a Laboratory Request video tutorial" src="https://www.youtube.com/embed/4cNmUGIglTk" style="position: absolute; inset: 0; width: 100%; height: 100%; border: 0;" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
  </div>

  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>Completion and locking features help laboratories protect final reports after review and approval. Once the request details, results, conclusion, billing, and patient information are confirmed, staff can mark the request as completed and lock it against accidental edits.</p>
    <p>Controlled completion is important for report integrity and final record control. Locking completed records helps prevent unintended changes after results have been approved, printed, sent by email or SMS, or shared through the patient portal.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>Set reviewed laboratory requests to Completed.</li>
      <li>Lock completed requests to prevent unintended changes.</li>
      <li>Protect final reports after approval, printing, email, SMS, or portal sharing.</li>
      <li>Allow authorized users to unlock a request when corrections are required.</li>
      <li>Save corrections and lock the request again after review.</li>
      <li>Maintain better control over final laboratory records.</li>
      <li>Support timeline history and controlled report correction workflows.</li>
    </ul>
    <p>This supports safer management of approved laboratory results and final report changes.</p>
  </div>

  <div style="background: #eef6ff; border-left: 6px solid #005cce; padding: 1rem 1.25rem; border-radius: 10px; margin: 1.5rem 0;">
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_share_laboratory_reports_by_email_sms_and_patient_portal">&larr; How to Share Laboratory Reports by Email, SMS, and Patient Portal</a></div>
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  </div>
  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_manage_laboratory_user_roles_and_permissions">How to Manage Laboratory User Roles and Permissions &rarr;</a></div>
</div>


How to Complete and Lock a Laboratory Request

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_print_laboratory_reports_and_download_pdfs">&larr; How to Print Laboratory Reports and Download PDFs</a></div>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_complete_and_lock_a_laboratory_request">How to Complete and Lock a Laboratory Request &rarr;</a></div>
</div>
<section class="laboratory-tutorial-article">
  <div style="position: relative; width: 100%; padding-bottom: 56.25%; height: 0; overflow: hidden; border-radius: 16px; box-shadow: 0 18px 45px rgba(0, 59, 132, .22); margin: 1.5rem 0 2rem; background: #001f47;">
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  </div>

  <div style="margin: 1.5rem 0 2rem; font-size: 1.04rem; line-height: 1.75;">
    <p style="font-size: 1.12rem; color: #18324f;">Sign up now: https://laboratory.sarutech.com</p>
    <p>Learn More: https://sarutech.com/laboratory</p>
    <p>Perfect Laboratory Management System supports digital report delivery through email, SMS, and patient portal links. Laboratories can send results to patients and referrers while keeping communication connected to the original laboratory request.</p>
    <p>Digital delivery improves patient communication and reduces delays caused by manual report collection. Secure report links, online patient access, and SMS notifications help laboratories provide quicker communication while keeping results connected to the correct patient and request.</p>
    <p>Key software features include</p>
    <ul style="margin-top: -.45rem;">
      <li>Send laboratory reports by email to patients or attached referrers.</li>
      <li>Use a laboratory report email template with preview and edit options.</li>
      <li>Include a secure online report link in the email message.</li>
      <li>Send SMS notifications to patients when results are ready.</li>
      <li>Include patient name, request or test information, current status, laboratory name, and report link in SMS messages.</li>
      <li>Generate a patient portal result link for online report viewing.</li>
      <li>Help patients access results without visiting the laboratory in person.</li>
      <li>Support faster report delivery and improved communication with patients and healthcare providers.</li>
    </ul>
    <p>This improves result delivery, reduces collection delays, and makes laboratory reporting more convenient for patients and referrers.</p>
  </div>

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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_print_laboratory_reports_and_download_pdfs">&larr; How to Print Laboratory Reports and Download PDFs</a></div>
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      <strong>&#x1F3C1; Start: Perfect Laboratory Management System Tutorial: Complete LIMS Workflow Overview</strong>
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  <div><a href="https://sarutech.com/article/laboratory_tutorial_how_to_complete_and_lock_a_laboratory_request">How to Complete and Lock a Laboratory Request &rarr;</a></div>
</div>


Find product guides and articles

All knowledge base articles

How to Use Laboratory Reports and Charts

How to Manage Laboratory Patients and Patient Records

How to Use Laboratory Appointments

How to Manage Laboratory User Roles and Permissions

How to Complete and Lock a Laboratory Request

How to Share Laboratory Reports by Email, SMS, and Patient Portal