Scheduling — patients, field & lab
Scheduling in a lab spans four calendars: patients booking draws, phlebotomists and couriers moving specimens, recurring standing orders, and the lab's own maintenance and QC clocks. Benchmark research: LABGEN covers only patient booking; CrelioHealth sets the bar for collection logistics.
What the benchmark ships
Patient booking only
Patient portal: book and manage appointments online. DTC portal: location-based scheduling with time slots and card payment. Nothing published for phlebotomist routing, couriers, or maintenance calendars.
CrelioHealth logistics
Dedicated phlebotomist mobile app — assigned bookings, barcode collection marking, payment capture, maps and live GPS — plus home-collection management with stage-by-stage patient alerts.
Stitched-together stack
Standing orders in the LIS (Orchard, Dendi for long-term-care rounds), couriers on separate platforms (CXT, OptimoRoute), QC schedules in the QC module (LABDAQ). EKLIS unifies these calendars.
EKLIS specification
| Group | Features | Phase |
|---|---|---|
| Patient scheduling | Portal + DTC self-scheduling by location, slot capacity, and test-specific preparation rules (fasting windows) · draw-site / patient-service-center calendars · walk-in queueing and check-in · SMS/email reminders | P2–P3 |
| Phlebotomy & field | Mobile-draw dispatch: assignment, route optimization, live GPS, mileage capture · in-app collection confirmation with barcode scan · payment capture in the field · draw lists per phlebotomist per day | P3 |
| Courier logistics | Pickup schedules per client with stop manifests · STAT on-demand pickups · chain-of-custody scans at pickup and receipt · lockbox tracking | P3 |
| Standing & recurring orders | Frequency patterns with skip/hold · long-term-care facility rounds · auto-generated requisitions on schedule | P3 |
| Instrument maintenance | Maintenance and calibration calendars (daily/weekly/monthly tasks) with documentation and overdue escalation — inspection evidence generated as work happens | P4 |
| QC schedules | QC run schedules per instrument and shift · testing lockout when scheduled QC has not been performed and passed | P2 |