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Diagnostics

Manage Laboratory Workflows

How to create lab orders, review results, track external labs, and finalize Internal, External, and Microscope workflows.

Section: Diagnostics
Updated: 2026-03-09
Tags: diagnostics, laboratory, lab

Manage Laboratory Workflows

The /laboratory screen is not just a result viewer. It is the operational hub for lab work from order creation through result entry, external lab tracking, microscope image review, and final confirmation.

What the Laboratory Screen Handles

  • Active lab order review
  • Personal / Hospital view switching
  • Internal result entry
  • External partner connection and tracking
  • Microscope image upload and review
  • Review note and summary writing
  • Final result confirmation

Understand the Screen Layout

Top toolbar

The top toolbar switches:

  • Personal / Hospital
  • List / Table

Hospital is better for a hospital-wide backlog view. Personal is better for following up the orders linked to your work.

Left: worklist or table

The list typically shows:

  • patient name
  • lab type
  • requesting veterinarian
  • status
  • creation time

Right: detail panel

The selected order opens one of these workflows:

  • INTERNAL
  • EXTERNAL
  • MICROSCOPE

Create a New Lab Order

Orders can be created directly from the lab screen when the basic prerequisites are available:

  • selected patient
  • active medical record in RECORDING
  • selected lab service
  • selected lab type

Step 1. Select the patient

Search for the patient in the create-order modal. The patient lookup behaves like a real search flow only after at least two characters are entered.

Step 2. Confirm the active medical record

Lab orders are generally attached to the active medical record. If no active chart exists, creation may be blocked.

Step 3. Select the lab service

Choose the lab service from the lab catalog. If the same item already exists in the same record, duplicate selection may be filtered out.

Step 4. Choose the lab type

The main lab types are:

  • INTERNAL
  • EXTERNAL
  • MICROSCOPE

Step 5. Create with a note if needed

Add a note when necessary, then create the order. After creation, the list refreshes and the user can continue in the detailed workflow.

Note: Lab orders are connected to medical record plan items. Always confirm the patient and active record context before creating the order.

Enter Internal Results

The INTERNAL workflow is used for structured result entry and review.

Typical Internal tasks

  • enter parameter values
  • enter reference ranges
  • review abnormality context
  • write review notes
  • write a summary
  • upload or link result files
  • save the final interpretation

Step 1. Enter edit mode

Internal results are usually entered in edit mode. If values already exist, the form is prefilled with the current data.

Step 2. Enter result parameters

Per parameter, the workflow can include:

  • parameter
  • value
  • unit
  • reference min / max
  • trend
  • note

Files can be attached in two common ways:

  • upload a new file
  • link an existing file

Step 4. Save the review note and summary

Do not save only the raw numbers. The summary and review note are often what clinicians need most during chart review and repeat visits.

Manage External Labs

The EXTERNAL workflow tracks progress with outside lab partners.

Typical external data

  • lab partner
  • tracking ID
  • specimen type
  • specimen quantity
  • shipping or courier data
  • estimated completion time
  • status stage
  • result PDF upload

External status flow

  1. ORDERED
  2. SAMPLE_COLLECTED
  3. IN_TRANSIT
  4. RECEIVED_BY_LAB
  5. PROCESSING
  6. COMPLETED

Step 1. Connect the partner

If the order is not yet linked to an outside lab, use Connect to assign the partner.

Step 2. Enter tracking details

Fill in tracking ID, specimen type, quantity, shipping data, and ETA.

Step 3. Update the progress stage

The workflow stage can be updated independently as the sample moves through the external process.

Step 4. Upload the result file

Once complete, upload the result PDF or related file so the order can move into review.

Warning: Do not skip external tracking stages casually. In particular, confirm the result file exists before pushing an order to COMPLETED.

Use the Microscope Workflow

MICROSCOPE is image-centered.

Main functions

  • microscope image upload
  • multi-image thumbnail selection
  • image-by-image review
  • review note and summary writing

Step 1. Upload the images

When no images exist yet, the workflow opens in an upload-first state. After upload, the thumbnail strip and main viewer become active.

Step 2. Review the images

Select an image to inspect in the main viewer. Multiple uploads support comparison review.

Step 3. Add analysis notes

Regardless of any automated interpretation, the clinician can still write the review note and summary directly.

Finalize the Result

When review is finished, the order can be finalized to DONE. A reason-for-change or completion modal may appear depending on the workflow state.

Practical Tips

  • For Internal, numeric accuracy matters most.
  • For External, tracking accuracy matters most.
  • For Microscope, image quality and interpretation quality matter most.
  • Use Hospital view to find delayed cases and external bottlenecks. Use Personal view to follow up your own requests.