What makes Planfix a good fit for diagnostic labs?

Most tools were built for tickets. Planfix was built to model real work. You can create objects for tests or clinics, set separate status sets for each path, and expose only the right data to external users. Planner boards and the Client’s Dashboard make it easy for operators and clinics to stay aligned without chasing email.

Can we start small and expand later?

Yes. You can start with email to task, turn on the Client’s Dashboard, and later add automation, AI agents and directories. Every action is logged, access is controlled by roles, and you can run Planfix on your own domain for a consistent experience.

How is data kept secure for clinics and patients?

Planfix supports granular permissions, SSO and audit trails. You decide which clinic or patient can see which tasks, files and comments. External users work in a restricted view, and all deliveries and uploads are logged, which helps with traceability and compliance.

How hard is it to configure this for our process?

Our help center, onboarding materials and support team will guide you through setting up intake rules, lab boards and the Client’s Dashboard. Because Planfix is low code, your operations team can make changes without developers and adapt the workflow to your actual lab process.

Workflow Management for Diagnostic Labs

Why Labs Use Planfix

You need every incoming request to become a monitored, auditable case. Planfix turns email, messengers, webforms, and API calls into tasks, auto triages them, and shows status to external clients through the Client’s Dashboard.

Lab task processes

Capture Every Case

Turn email, messengers, webforms and API calls into monitored lab cases.

Route by SLA and Type

Validate and route by test type, partner and required turnaround time.

Track the Full Path

Follow sample, analysis, exceptions and result delivery in one thread.

Start With the Fastest Win

Start with email to ticket and channel to task. Every incoming referral, PDF or clinic request becomes one case with ID, responsible and timestamp. You stop losing requests in inboxes.

Channel to task

Show the Working Interface

Use Planner boards to show cases by status, partner or lab route. Moving a card rewrites fields. Clinics and patients see only their tasks in the Client’s Dashboard, so status calls drop.

Planner and Chronicle

Intake Becomes Reliable

Every request becomes a case with the right contact and SLA tracked.

Routing Is Predictable

Cases land in the correct team and board according to your rules.

Delivery Is Transparent

Results and comments stay in one thread and are visible to externals.

Management Is Data Driven

Get reports on turnaround time, rejections and revenue per source.

If This Sounds Familiar

No single view of cases

Multiple intake channels and no shared board for operators and managers.

Slow exception handling

Recollection and missing data requests are not visible and not tracked.

Clinics keep calling

Clients do not see their tasks or results in a shared dashboard view.

Capture and Orchestrate

Control Sample and Exceptions

Deliver and Bill

Capture and Orchestrate

Capture from email to ticket or channel to task so nothing is lost.

Enrich cases with directories for tests, clinics and prices.

Auto route with status sets and transition rules.

Expose status to clinics through the Client’s Dashboard.

Capture in Planfix

Control Sample and Exceptions

Log sample reception with files to keep an audit trail.

Track analysis as subtasks tied to calendars and SLAs.

Turn blockers into clinic subtasks so they are followed up.

Notify staff through comments and templates.

Sample control

Deliver and Bill

Generate results from templates and attach to the case.

Send results from Planfix so delivery is logged.

Write finance tags and calculated fields for billing.

Report on turnaround time, sources and rejections.

Billing and reports

Target State for Your Lab

Your lab office runs on one board. Every case has status, SLA, recipient and money fields. Clinics and patients have a clear place to look. Operators have a single queue. Management has clean reports.

Workspaces for labs