More in Getting started
Where to find it
MenuMain window › Dashboard
The dashboard opens after every login. The top line shows the company name, the date and time, Refresh, and a search box Open by Lab no….
On this screen
- Open by Lab no… type a Lab No. and press Enter
- Patient entries · today every entry made today, reported or not
- Collection · today cash and card received today
- Pending reports — work queue latest 60 entries waiting for results
- Make test report opens the report for that row
- Completed reports latest 60 finished reports
- App bookings · not linked Lifora bookings, with status chips
- Patient entries · last 7 days daily entries, today in teal
The tiles
| Tile | What it counts |
|---|---|
| Patient entries · today | All entries made today, including those whose report is already finished. |
| App bookings · new | Lifora bookings with status Submitted. |
| Pending reports | Entries in the work queue, up to 60. |
| Reports · today | Reports finished today. |
| Collection · today | Cash plus card actually received today. It matches today's Daily Collection Report. |
The lists
| Pending reports — work queue | The latest 60 entries waiting for results, any date. Icons: Edit patient entry, Copy as new entry (new Lab No., today's date), Make test report. Double-click a row to make its report. |
| Completed reports | The latest 60 finished reports. Icons: Edit report, Copy as new, Print report, Send on WhatsApp. Double-click to edit. |
| App bookings · live | Lifora bookings with the chips All, Submitted, Accepted and Report ready, and View all. Double-click a Submitted booking to load it into Patient Entry. Chapter 8 explains it. |
| Patient entries · last 7 days | A bar chart of daily entries, today in teal. |
| Left rail | Icons for the dashboard, a new Patient Entry, Test Reports Register, App bookings and the Cloud & Website settings gear. |
| Arrows ↓ ↑ | Sort a list newest first or oldest first. |
Open a patient by Lab No.
- Type the number
Type the Lab No. in Open by Lab no…. - Press Enter
A pending entry opens in Patient Entry. A completed one opens in Test Report. If no entry has that number, you see Lab no. N not found. - Check the patient
Check the name and date before you change anything.
In a real labIt is Saturday at noon and the waiting room is full. The technician keeps the dashboard open. Each time she finishes a sample she double-clicks the next row in the work queue, types the results and saves. The row moves to Completed reports, and reception prints it from there.
CautionWith daily, monthly or yearly numbering, the same Lab No. comes back. Open by Lab no… opens the first entry with that number, whatever its date. Always check the name and date. For an old patient, use the Test Reports Register with dates.
Good to knowThe two "today" tiles only grow during the day. Finishing a report does not take its entry out. For each user, the dashboard ticks in Masters › Users can hide New Patient Entry, Open by Lab no., Collection today and Make Report. Print and WhatsApp from the dashboard use the standard Test Report layout. There is no delete on the dashboard.
Questions people ask
Collection · today does not match the cash in my drawer.
The tile adds cash and card received today, the same as the Daily Collection Report. Take card payments out before you compare it with the drawer.
Pending reports stops at 60.
The work queue loads the latest 60. Use the Test Report list for older pending entries.
Open by Lab no opened last month's patient.
The number repeats after a reset. Use the Test Reports Register and search with the date.
How do I get back to the dashboard?
Click the Dashboard icon at the left of the menu bar.