Customers Registry

One master list of practices, sites, and physicians—shared by every team.

Customers is the org-wide registry of referring practices, their sites, and ordering physicians. Accessioning, Pathology, Sales, Client Services, and the Client Portal all read from the same records, so a physician added once is correct everywhere.

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Capabilities

What you can do

Practices, sites, physicians

Model real-world clinics with multiple sites and their ordering providers.

Bulk import

Load an existing client list in one pass, with clear handling of partial failures.

LIS cases tab

See a practice's recent cases from your LIS without leaving the record.

Portal control

Enable the Client Portal per practice, choose its modules, and invite its users.

Linked to Sales

Link a sales account or lead to the registry without duplicating master data.

Connected features

Works hand in hand with

Client Portal

Test Catalog & Order Requests

Clients browse your menu and request tests online.

Catalog
Order requests
Per-practice control

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Sales CRM

Accounts

Customer organizations with history, hierarchy, and lab linkage.

Parent companies
Active / inactive
Audit timeline

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Lab Workspace

Accessioning & Cases

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

Fixed workflow stages
Queue tabs that match the work
Complete patient context

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See Customers Registry 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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