Accessioning & Cases

From requisition to released result on a fixed, auditable path.

Register patients and tests, capture insurance and ICD codes, print labels, and move each case through a fixed workflow—accessioning, per-test result entry, and finalize & release. Queue tabs keep missing-information, ready-for-LIS, pending, and released work visible at a glance.

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Capabilities

What you can do

Fixed workflow stages

Accessioning → per-test result entry → finalize & release, with clear rules for what can be edited at each stage.

Queue tabs that match the work

Missing info, Ready for LIS, Pending, Released, and Deleted—with routing filters, search, and row and bulk actions.

Complete patient context

Demographics, primary/secondary/tertiary insurance, ICD codes, ordering physician, and site from the shared Customers registry.

Missing information workflow

Flag gaps, recover them through Client Services or the Client Portal, and release once complete.

Accession numbering & labels

Configurable accession number sequences and label identifiers per location, printing straight to DYMO or Zebra.

Send to LIS

Finish accession and transmit to your LIS, including stamped requisition PDFs, with force re-send when needed.

Clinical, Stool, and Pathology lanes

One New Accession chooser routes to the right workspace, each with its own number sequence and queues.

Common questions

Can I save a partial accession?

Yes. Save draft keeps work in progress; Complete accession enforces required fields before the case moves on.

What if the requisition is missing data?

Flag it. The case lands in Missing info, and Client Services (MIRP) or the ordering practice through the portal can fill the gaps.

Connected features

Works hand in hand with

Lab Workspace AI

AI-Assisted Accessioning

Scan the requisition. Review the case. Done.

Any intake method
Checkbox-aware ICD detection
Clear warnings

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Lab Workspace

Label Designer & Printing

Design specimen and aliquot labels once. Print them anywhere.

Visual designer
Barcodes & QR
Two template families

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Client Services AI

MIRP — Missing Information Recovery

Recover missing accession data and send cases to LIS.

Ticket matching
AI parse, fill-empty only
Letters & attachments

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Lab Workspace

Insurance Routing

Know instantly whether work stays in-house or goes out.

Rule-based decisions
Paperwork queue
Bulk actions & manifests

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See Accessioning & Cases in action.

Start a free organization in minutes, or book a walkthrough with our team. Turn on only the modules you need—add more any time.

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