Client Portal

Guided Program Orders

Multi-step ordering with documents, validation, and signature.

A multi-step wizard collects patient demographics, clinical history, symptom checklists, document uploads such as ID and insurance card, and a signature. Clinical rules validate required fields before submit, and orders appear in the lab's cases queue.

Capabilities

What you can do

Step-by-step wizard

Demographics, history, symptoms, documents, signature.

Clinical rules

Required fields enforced per program.

Status digests

Clients choose email notification preferences.

See Guided Program Orders in action.

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