Requirements checklist
What to ask for when choosing software for home sample collection providers.
A checklist built from how home sample collection providers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Booking desk
- Route and slot scheduling
- Collection visit record
- Transport box and handover
- Rejection and recollection
- Partner lab rates and results link
- Billing for patients, camps and partners
Roles that need their own access
Who logs in, and what each person may see or change.
- For the owner
- For booking agents
- For phlebotomists
- For runners and the lab desk
- For billing
Reports to ask for
Ask to see each one with your own sample data.
- Visits by area, slot and phlebotomist
- Tubes rejected by reason and by phlebotomist
- Draw-to-lab hours and box temperature exceptions
- Recollections raised, completed and who bore the cost
- Panel volumes and revenue by partner laboratory
- Camp collections by employer with headcount and tests
- Cancellations and no-shows by slot
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Partner laboratory exchange
- Barcode label printer
Questions for any vendor
Put these to every supplier you are comparing.
- Can one visit send tubes to two laboratories?
- How are tubes labelled?
- Can we see tubes near their limit?
- What happens when a tube is rejected?
- Are preparation notes sent automatically?
- Can employers book camps?
- How is pricing worked out?
- Can we take our booking history with us?
- Who maintains panels and rates after launch?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Tubes are labelled after the visit
- Visits are scheduled by hand
- Transport conditions go unrecorded
- Recollection is handled by phone
- Lab partners and corporate accounts are billed from memory
Prefer to talk it through? See the home sample collection providers page.