Private Veterinary Labs - Clinic & Farm Requests Planfix CRM and Project Management System

Private Veterinary Labs - Clinic & Farm Requests

Planfix runs your clinic and farm lab requests in one live system so you never lose a case, protect turnaround times, and avoid disputes.

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Keep Clinic And Farm Requests Under Control — Private Veterinary Labs - Clinic & Farm Requests

Keep Clinic And Farm Requests Under Control

Planfix brings requests, samples, tests, and reports into one configurable workspace. Email to ticket and channel to task capture every inquiry. Planner with conditional lists shows live lab queues. Data tags and Project Totals track turnaround and margin in real time.

Capture Every Request in One Queue

Collect clinic and farm requests from email, phone, and messengers into a single structured queue for the lab.

Track Samples and Tests

Link samples, panels, and test steps to tasks and subtasks so every tube and result stays traceable.

Deliver Reports and Follow Up

Send structured reports from each case, capture replies in the same thread, and keep a clean audit trail.

Start With A Single Request Board — Private Veterinary Labs - Clinic & Farm Requests

Start With A Single Request Board

Begin with one Planner board that collects all incoming requests. Email to ticket turns lab inboxes into tasks with client, animal, and urgency fields. Group cases by status or section, then drag cards between lists to update fields automatically.

Show The Difference At A Glance

Use AI Dataminer On Busy Inboxes

Show The Difference At A Glance — Private Veterinary Labs - Clinic & Farm Requests

Show The Difference At A Glance

Lab managers see a Planner view of all requests with source, status, due time, and responsible owner.
Queues from email, phone, and messengers sit on one board so you stop guessing what is waiting.
Colored lists and filters highlight overdue cases and priority panels for faster decisions during busy hours.
Planner In Planfix
Use AI Dataminer On Busy Inboxes — Private Veterinary Labs - Clinic & Farm Requests

Use AI Dataminer On Busy Inboxes

AI Dataminer reads unstructured emails and writes client, animal, and panel fields into each case automatically.
Staff stop retyping clinic data and focus on validation, interpretation, and quality checks instead of copy and paste.
Structured fields from Dataminer feed reports on turnaround times, repeats, and quality trends across clinics and farms.
Planfix AI Agents

Capturing Every Request in One Queue

Turn every email, call, and message into a task so you always see what is waiting and for whom.

Tracking Samples and Tests with Full Traceability

Attach samples and panels to cases, record checks with Data tags, and keep a clear chain of custody.

Delivering Clear Reports and Handling Follow Up

Send structured reports from the case, keep replies in one thread, and never lose context when clinics respond.

Monitoring Performance and Margin Across Clients

Use Project Totals and Data tags to see turnaround, repeats, and margin by clinic, farm, or panel.

When This Sounds Familiar — Private Veterinary Labs - Clinic & Farm Requests

When This Sounds Familiar

Your team juggles clinic and farm requests across email, phones, messengers, and paper notes. You feel ongoing stress about lost cases, late reports, and discounts that nobody can justify. Side spreadsheets and chat threads grow while trust in the data shrinks.

You juggle clinic and farm requests across channels and hope nothing important is missed.
You want stable daily lab operations and account growth without burning out experienced staff.
You feel constant low level stress about lost requests, late reports, and unanswered calls.
You feel frustration when you cannot answer basic questions about turnaround times or discounts.
You deal with disputes about orders, missing samples, and what was actually tested and reported.
Your team builds side spreadsheets and chat threads that nobody fully trusts as a single source.
How Planfix Supports Daily Lab Operations — Private Veterinary Labs - Clinic & Farm Requests

How Planfix Supports Daily Lab Operations

Planfix connects request intake, sample handling, reporting, and client communication. You capture each case once and work from a single thread. Structured fields, Data tags, and automation rules keep operations predictable when clinics and farms send urgent work.

Capture Every Request in One Queue

Use Planner to see all open cases with source, status, and due time on a single board.

Clarify Scope and Urgency for Each Request

Store clinical questions, panels, and urgency as structured fields so staff know exactly what to run.

Track Samples and Tests with Full Traceability

Map samples to subtasks, record integrity checks with Data tags, and keep the full chain of custody.

Deliver Reports and Follow Up in One Thread

Send reports, collect replies, and let the Summarizer agent maintain an up to date case summary.

What Your Lab Looks Like With Planfix — Private Veterinary Labs - Clinic & Farm Requests

What Your Lab Looks Like With Planfix

Your lab runs on a predictable request pipeline. You see real turnaround times, repeats, and margins by clinic and farm. Staff stop reconciling side spreadsheets and chats because Planfix becomes the single place where operational reality lives.

Remove Implementation Barriers

Remove Implementation Barriers — Private Veterinary Labs - Clinic & Farm Requests

No time to rebuild systems

Start from current inboxes and messengers, use email to ticket, and add structure later without code changes.
Remove Implementation Barriers — Private Veterinary Labs - Clinic & Farm Requests

Low appetite for new tools

Let staff work from email and messengers while Planfix turns exchanges into tasks and comments in the background.
Remove Implementation Barriers — Private Veterinary Labs - Clinic & Farm Requests

Special workflows and exceptions

Use objects, status sets, directories, and automation rules to model lab panels, herd work, and approvals.
Replace Email And Generic Ticketing — Private Veterinary Labs - Clinic & Farm Requests

Replace Email And Generic Ticketing

Planfix gives your lab a single system instead of scattered email, spreadsheets, chat groups, and generic ticket tools. Requests, samples, results, and client conversations live in one audit ready history. Data tags and Project Totals replace fragile reporting spreadsheets.

Email Plus Spreadsheets and Chat Groups

Replace scattered mailboxes and chats with one Planner board, structured fields, and AI Dataminer for every case.

Generic Ticket System

Use lab specific objects, Data tags, and Project Totals to track integrity checks, repeats, turnaround, and margin.

Custom in House Tools

Move to a supported no code platform with directories, automation scripts, and client dashboards you can adapt yourself.

Run Your Veterinary Lab In One System

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