One system for the whole operation.
CRM and site registry, implementation projects, equipment and calibration, reagent lot traceability, support and SLAs, documents and SOPs, optional regulatory tracking, automation flows and permission-aware AI.
CRM & site registry
- Practice groups with many individually licensed testing locations
- Contacts by role: physician, practice manager, lab director, billing
- Product & service catalog, quotes, contracts and renewal tracking
- Unified interaction timeline across calls, emails, visits and tickets
Projects & implementations
- Reusable templates for the 30–45 day POL implementation cadence
- Tasks with dependencies, owners, checklists and critical path
- Board, list, calendar and timeline views over the same records
- Portfolio roll-ups across every active engagement
Equipment & inventory
- Asset registry per site with serials, warranty and service history
- Calibration and maintenance schedules with automatic reminders
- Reagent lots and batches from manufacture to destination site
- Recall workflow: one lot, every affected site, tracked to closure
Support, documents & compliance
- Tickets linked to the exact asset, lot or project involved
- SLA timers, escalation paths and satisfaction capture
- Versioned SOPs and documents attached where they belong
- Optional regulatory tracking per site — disabled unless enabled
Automation & AI
- Trigger / condition / action flows with full run history
- Renewal, calibration, onboarding and escalation cadences
- Natural-language search filtered by the user's own permissions
- Confirmation-gated actions, never autonomous mutations
Administration
- Invite-only onboarding, seeded by the platform owner
- Eight role templates, refinable to object, field and row scope
- Per-workspace module toggles, branding and terminology
- Immutable audit log with export for review
timeline / 30–45 day engagement
Planning & setup
Equipment
Validation
Go-live
inventory / lot traceability
LOT RG-88421exp 2027-04-30
Site 1
notified
Site 3
notified
Site 7
notified
Site 11
notified
Site 12
notified
Site 19
notified
Recall workflow → 6 sites, 6 remediation tasks, closure tracked.