Resources
Practical checklists, templates, and how-tos for lab operations, compliance, PCR validation, pathology workflow, and quality — grouped by the part of the lab they help with.
Compliance
View solution →CAP Inspection Checklist for Clinical Laboratories
A practical, section-by-section CAP inspection checklist — documents, competency, QC, and instrument records, and what inspectors actually ask to see.
5 min read
CAPA Process in the Lab, Step by Step
How a defensible CAPA actually moves from problem to closure — root cause, corrective action, and the effectiveness check most labs skip.
4 min read
CLIA vs. CAP Accreditation: Key Differences
CLIA certification is a federal legal requirement; CAP accreditation is one way to meet it. Here's how the two actually relate, and why labs pursue both.
3 min read
Operations
View solution →LIS vs. LIMS: What's Actually Different
LIS and LIMS get used interchangeably, but they solve different problems. Here's the real distinction, and which one a clinical lab actually needs.
4 min read
Clinical Lab Software Glossary
Plain-English definitions of the acronyms that show up constantly in clinical lab operations, compliance, and lab software — CAP, CLIA, LIS, LIMS, CAPA, PT, QC, and more.
4 min read
5 Signs Your Lab Has Outgrown Spreadsheets
Spreadsheets work for a lab of one bench and one test. Here are five concrete signs your lab has crossed the line into needing real software instead.
4 min read
PCR & Molecular
View solution →PCR Assay Validation Protocol Template
A working structure for validating a PCR assay before clinical use — analytical sensitivity, specificity, precision, reportable range, and the sign-off packet inspectors expect.
4 min read
CLIA-Compliant PCR Validation Requirements
What CLIA actually requires for validating a PCR assay before clinical use, how requirements shift by complexity and LDT status, and what auditors check first.
4 min read
Instruments & QC
View solution →Lab Instrument Calibration Schedule Template
How to build a defensible instrument calibration and PM schedule — frequency logic, what triggers an off-cycle calibration, and the record inspectors expect to see.
4 min read
CAP Preventive Maintenance Log Requirements
What a CAP-defensible instrument preventive maintenance log actually needs to contain, how far back inspectors look, and the gaps that generate findings most often.
4 min read
Quality & Validation
View solution →Method Correlation Studies: A Practical How-To
How to design and document a method correlation study when introducing a new instrument, reagent, or test method — sample size, statistics, and acceptance criteria.
4 min read
AMR Reporting Requirements for Clinical Labs
What clinical and microbiology labs need to track and report for antimicrobial resistance results — public health reporting, panel documentation, and audit trail expectations.
4 min read
Pathology
View solution →Sales & Client Services
View solution →CRM for Reference Labs: What's Actually Different
A generic sales CRM doesn't model how reference and diagnostic labs actually sell — client accounts tied to test menus, quotes, and specimen volume. Here's what's different.
4 min read
Lab Client Onboarding Checklist
Everything that needs to happen between a signed contract and a new lab client's first clean requisition — test menu setup, billing, and front-desk training.
4 min read