Medical Lab Management Integration in Dash SaaS

Dashboard

The dashboard provides a complete overview of medical lab operations, displaying key metrics, order statuses, revenue insights, and recent activities in a structured format. Below is a point-by-point breakdown:

• These summary cards provide a quick snapshot of key lab statistics, including the total number of patients, lab orders, and samples, along with total revenue. They also display the current workflow status by showing counts of pending, processing, and completed orders, as well as the number of collected samples, giving a clear overview of daily lab performance.
• The Monthly Orders Trend chart displays the number of lab orders received each month through a bar graph. It helps analyze order volume patterns and identify peak or low-performing periods.
• The Monthly Revenue chart presents month-wise revenue insights using a bar graph, enabling managers to track financial growth and compare revenue performance across different months.
• The Order Status Distribution chart uses a horizontal bar format to show the count of orders in each status (e.g., Pending, Processing, Completed). This provides a quick overview of workload distribution and helps identify bottlenecks in the lab workflow.
• The Top Lab Tests section lists the most frequently ordered lab tests along with their total order counts. This helps identify high-demand tests and plan resources accordingly.
• The Recent Orders section displays the latest lab orders with details such as Order ID, Test Name, Amount, and Status, making it easy to track new activity and monitor order flow in real time.

Manage Patients

• To add a new patient, click the “Create” button at the top of the patients page. Fill out the patient information form by entering First Name, Last Name, Email, Contact, Date Of Birth, Gender from the dropdown (Male or Female), select the Blood Group from the dropdown, Address.
• After entering all required information, click “Submit” to create the patient record.
• The list page shows all patients with Search button, and Filter button. Table columns include Patient Number, Name, Email, Contact, Dob, Gender and Blood Group.
• Actions include View button which shows complete patient details, Edit Button to modify patient information, and Delete Button to remove patient records.

Manage Patient Card

• To create a new patient card, click the “Create” button on the patient card page. Select the Patient from the dropdown (Comes from registered Patients), enter Issue Date, Expiry Date, and Add Notes.
• Once all information is completed, click “Submit” to create the patient card.
• The list page shows all patient cards with a Search button. Table columns include Card Number, Patient Name, Patient Number, Issue Date, and Expiry Date.
• Actions include View button which shows complete Patient Card Details, Edit Button to modify card information, and Delete Button to remove Patient Card records.

Manage Appointments

• To schedule a new appointment, Click the “Create” button on the Appointments page to schedule a new appointment. Choose a patient from the dropdown. This list is loaded from the Patients Management module. Choose a doctor from the dropdown. This list is loaded from the Users Management module. Select the desired appointment date and time. Enter any additional details or notes for the appointment.
• Lab Tests – Click the “Add Test” button to add multiple lab tests for the appointment. Select the Lab Test from the dropdown (data loaded from the Lab Tests module). The Service Price is automatically filled based on the selected test. Enter your Service Charges (if any). The system automatically calculates the Total = Service Price + Service Charges.
• In the Appointment Summary, you can view: Subtotal, Discount (optional), Final Total
• The Doctor field will be displayed only if the Hospital Management Add-On is enabled or purchased.
• After entering all details, click “Submit” to schedule the appointment.
• The list shows all appointments with Search and Filter options. Table columns include Appointment No, Patient Name, Doctor Name, Total Amount, Net Amount, Appointment Date & Time, status and Payment Status.
• When a new appointment is created: Status is Pending, Available actions: Approve, Reject, View, Edit, Delete
• Approving an Appointment – When you click “Approve”: Status becomes Approved and Edit and Delete buttons become hidden. And a new button appears: “Generate Samples”.
• Generating Lab Samples – Click “Generate Samples” to generate sample codes for all lab tests. The following data is recorded in Sample Management: Sample Code, Appointment Number, Lab Test Name, The Appointment status updates to Processing.
• Completed Status – When all lab processes are completed, the appointment status becomes Completed. At this stage, the Post Invoice button will appear.
• Posting the Invoice – Click “Post Invoice”: Appointment, Payment status also update is Posted,.
• Appointment Details Page – When you click “View”, you can see: Full appointment details, Invoice information, Option to Download PDF of the invoice, If status is Approved, the Generate Samples button is visible, If status is Completed, the Post Invoice button is visible, If payment status is Posted, the Payment button appears.
• Processing Payments – Click the “Payment” button to open the payment form. Enter the following details: Payment Date, Patient (auto-selected), Bank Account (loaded from Bank Accounts module), Reference Number, Payment Amount, Status (from dropdown), Notes (optional).
• After submitting, the payment will appear under Payment Details on the Appointment Details page with: Payment Number, Amount, Reference, Date, Status.
• Approving a Payment – Click the “Approve” button on the payment entry. Appointment payment status updates based on the amount paid: If full amount is paid → Status = Paid, If partial amount is paid → Status = Partial, After approval: Edit and Delete buttons for the payment become hidden.

Manage Samples

• How Samples Are Generated – When an appointment is created and lab tests are added, samples are generated for each test. Click the “Generate Samples” button on the Appointment page. This automatically creates sample entries for all selected lab tests. The following information is recorded in Sample Management: Sample Code, Appointment Number, Lab Test Name.
• The Samples list page displays all generated samples with Search and Filter options. Table Columns include Sample Code, Appointment No, Lab Test Name, Collected By, Collected At, Status.
• Edit Action – Click the “Edit” button to open the sample edit form. The form displays: Appointment Number (read-only), Lab Test Name (read-only), You can enter: Collected By (dropdown, loaded from User Management), Collection Notes. After submitting, the sample is updated. Sample status becomes “Collected”. A new action button appears: “Test Request”
• Sending Sample for Testing – Click “Test Request” The sample status updates to “In Lab”, A new action button appears: “Enter Result”.
• Entering Test Results – Click “Enter Result” to open the Test Result entry form. The form includes: Patient & Appointment Details. And also
• Test Parameters – Shows all test parameters linked with the selected lab test. Each parameter includes: Parameter Name Unit (auto-filled based on parameter), Value (you need to enter), Flag (dropdown with options: Normal, High, Low, Critical), Remarks (optional).

• After Submitting Sample status updates to “Tested” A new action button appears: “View Result”
• View Result Action – Click “View Result” to open the Medical Laboratory Report. The report includes: Patient details, Appointment details, Test name, Entered parameter results, Flags and remarks. Click “Download PDF” inside the report to download the lab report in PDF format.

Manage Patient History

• To add a new Patient history record, click the “Create” button at the top of the Patient history page. Select Patient from dropdown (Comes from registered Patients), choose Lab Test from dropdown (Comes from System Setup Lab Test), enter Visit Date, Diagnosis, Treatment, and Comments.
• After filling in all required details, click “Submit” to create the Patient History Record.
• The list page shows all Patient History Records with Search button, and Export button.
• Table columns include No, Patient, Lab Test, Visit Date, Diagnosis, Treatment, and Comments (when the comments icon is clicked, a popup opens displaying all the related comments).
• Actions include the Edit button to modify Patient History Information and Delete button to remove Patient History Records.

Manage Test Unit

• To add a new Test Unit, click the “Create” button at the top of the Test Unit Page. Fill out the form by entering the Test Unit name and code.
• After entering the required information, click “Submit” to create the test unit.
• The list page shows all Test Units with the create button. Table columns include Unit Name and Code.
• Actions include Edit button to modify test unit information and Delete button to remove Test Unit records.

Manage Test Content

• To add new Test Content, click the “Create” button at the top of the Test Content page. Fill out the form by entering Test Content name and code.
• After entering the required information, click “Submit” to create the Test Content.
• The list page shows all Test Content.
• Table columns include Content Name and Code. Actions include Edit button to modify test content information and Delete button to remove Test Content records.

Manage Lab Test

• To add a new Lab Test, click the “Create” button at the top of the Lab Test page. Enter Lab Test name, Cost, then click “Add Item” button to add content from dropdown (Comes from System Setup Test Content) and Unit from dropdown (Comes from System Setup Test Unit).
• After entering all required information, click “Submit” to create the Lab Test.
• The list page shows all Lab Tests with the Create button. Table columns include Lab Test Name and Cost. Actions include View button which shows complete lab test details, Edit button to modify Lab Test Information, and Delete button to remove Lab Test records.