Integrations

• Laboratory. Match specimen collection and processing updates through the accession reference when an outside lab performs testing.
• Payment source. Match patient payment amount, date and reference with the clinic’s processor or bank confirmation.
• Invoice delivery. Decide how an approved encounter charge is issued to the patient and when the clinic records it as invoiced.
• Existing patient source. Map patient numbers, assigned clinicians and consent records before importing an existing care list.

The clinic chooses which system is authoritative for each event. A local specimen status should follow handling evidence from the lab. A payment should be confirmed only after its source confirms receipt. Assign an owner for mismatched accession numbers, missing patient references and returned payments, then rehearse those exceptions before live use. Keep access to clinical information aligned with the roles used for the patient visit.