Workflows
Turn lab procedures into repeatable workflows.
Give each case, sample, and test order a clear path through intake, custody, testing, review, reporting, and billing.
Workflow overview
Keep routine work clear without losing specialty flexibility.
FlexPortal Laboratory helps your team move work through controlled steps instead of relying on memory, email threads, or disconnected checklists.
Lab operations view
Case LAB-2026-1482
IN REVIEW
Case intake
24
Samples received
86
Needs review
11
Billing ready
18
Intake
Receipt
Custody
Testing
Review
Report
Billing
Sample A-104Metals panelResult review
Sample A-105Micro screenCustody accepted
Sample A-106ReferralExpected return
- 1Configure customers, sample types, test methods, result fields, workflows, reports, and pricing rules.
- 2Create a lab case with account, site, contacts, due dates, priority, purchase order, report preferences, and billing details.
- 3Add samples with collection details, received condition, container or media, quantity, temperature, location, collector, and notes.
- 4Capture chain-of-custody records and flag discrepancies before samples proceed.
- 5Assign test methods and route work to analysts or teams.
- 6Enter structured result observations and supporting documents.
- 7Review results, exceptions, and report visibility before release.
- 8Prepare reports, track approval status, and manage amendments.
- 9Review billable activity and invoice readiness.
Workflow detail
Model intake, sample, custody, testing, exception, reporting, and billing work.
Each workflow area can carry required fields, statuses, review behavior, visibility controls, and event history that match your lab's process.
Intake Workflow
- Account, site, and contact details
- Due dates and priority
- Purchase order and billing details
- Report preferences
- Required intake fields
- Intake review state
Sample And Custody Workflow
- Sample number
- Sample type
- Collection metadata
- Received condition
- Container or media
- Temperature and quantity
- Receipt, release, signatures, and discrepancy notes
Testing And Results Workflow
- Test method assignment
- Assigned user or team
- Method-specific result fields
- Units, qualifiers, disposition, notes, and raw data
- Review and approval state
- Report visibility
Exceptions And Holds
- Non-conformance
- Deviation
- Out-of-specification event
- Custody discrepancy
- Pricing issue
- Invoice hold
- Customer question
- Cancellation
- Blocking behavior for reporting, invoicing, work, or closure
Reporting And Billing Workflow
- Preliminary, final, amended, certificate, and custody reports
- Report templates and sections
- Approval records and delivery state
- Pricing rules
- Source-linked invoice lines
- Billing review and accounting connector readiness
Turn your lab procedure into a configured workflow.
Talk through how your lab handles intake, samples, custody, tests, results, reports, billing review, and the exceptions that slow work down.