Introduction:
Managing samples and tracking lab reports efficiently is a core challenge for laboratories, especially when dealing with multiple B2B associates like smaller labs, hospitals, and clinics. Traditional methods of manual documentation, order handling, and sample tracking create inefficiencies, leading to mistakes in patient registration, miscommunications, or even loss of samples and delays in report approvals. These challenges result in increased turnaround times, missed revenue opportunities, and strain on lab resources.
In this article, we explore the problems processing labs face when handling B2B sample transfers and lab reports, and how MocDoc’s B2B Order Request Portal provides an integrated solution that streamlines the entire lifecycle—from sample collection to report approval and tracking—reducing errors and boosting operational efficiency.
The Problem: Inefficiencies in B2B Sample Transfers and Report Tracking
Laboratories commonly encounter several key challenges while dealing with B2B associates, including:
1) Complex and Manual Data Entry: B2B labs, clinics, or hospitals traditionally rely on manual methods for registering patients, filling in test requests, and generating bills. These paper-based or standalone systems lead to:
- Human error in patient registration and order creation.
- Duplicate entries, creating inconsistencies between B2B centers and processing labs.
- Delayed communication between the B2B center and the processing lab, resulting in extended turnaround times.
2) Inconsistent Sample Collection and Delivery: Coordination between the processing lab’s runner and the B2B centers can be highly disorganized:
- Lack of proper tracking for Test Requisition Forms (TRFs) and samples.
- Miscommunication or missing samples due to unverified data during collection.
- Damaged samples due to inadequate tracking from collection to delivery.
3) Billing Errors: Different B2B centers have varying rate plans based on their agreements with the processing labs. Without a streamlined system to apply the correct tariffs, billing errors can occur:
- Incorrect rate plans applied to patient orders.
- Revenue losses due to billing inconsistencies and undercharging.
4) Delayed Patient Registration and Lab Report Tracking: Processing labs need to re-enter patient information after verifying samples, delaying the registration and billing process. This not only increases the workload but also impacts:
- Overall sample processing time. Billing bottlenecks due to late registration.
- Inefficient report tracking with delays in communicating report statuses between the B2B centers and the processing lab.
The Solution: MocDoc’s B2B Order Request Portal
MocDoc’s B2B Order Request Portal addresses these pain points by integrating every step of the B2B sample transfer process and lab report tracking into a single platform. Here’s how it solves the above issues:
1. Simplified Data Entry & Order Requests 🧾
Problem: Manual entry and inconsistent data.
Solution: The B2B login portal allows B2B associates to directly enter patient information, select tests, and raise an order request digitally.
Key Features:
- Patient Registration: B2B centers can input basic patient information through the portal, ensuring that all data is accurately captured.
- Investigation Requests: B2B centers select the required investigations from a pre-configured list, eliminating the risk of errors.
- TRF Generation 📋: For each patient, a Test Requisition Form (TRF) is automatically generated, streamlining the process of creating detailed records for sample transfers.
Benefit: Reduces manual errors, saves time, and ensures consistency across B2B centers and the processing lab.
2. Streamlined Sample Collection and TRF Management 🚚
Problem: Disorganized sample collection and lack of proper tracking.
Solution: The runner, equipped with a mobile application, receives exclusive credentials and can mark TRFs as received at each B2B center.
Key Features:
- Runner’s Role: Runners track the receipt of TRFs and samples in real-time using their mobile app. Every sample is logged and accounted for.
- Batch Collection: Runners collect TRFs and samples in batches from different B2B centers, reducing the likelihood of sample mismanagement.
- Live Status Updates 📱: As the runner collects samples from B2B centers, the processing lab receives real-time updates on TRF and sample status, improving transparency.
Benefit: Enhanced tracking ensures that no samples are misplaced or damaged during transfer, increasing accountability and sample integrity.
3. Automated Patient Registration and Billing 💳
Problem: Manual patient registration and inconsistent billing.
Solution: In the processing lab, the Accession Department can register patients and generate bills in just one click.
Key Features:
- Patient Auto-Registration: Using the information entered by B2B centers, the processing lab can quickly register the patient upon sample arrival, avoiding data duplication.
- Rate Plan Mapping 🧮: Each B2B associate is assigned a specific rate plan based on their agreement with the processing lab. Upon patient registration, the system automatically applies the correct tariff to the bill.
- Quick Billing: Bills are generated instantly upon patient registration, ensuring accurate and timely invoicing for the B2B centers.
Benefit: This feature eliminates billing errors, ensures fair pricing, and significantly reduces registration and billing time.
4. Sample Verification & Processing ✅
Problem: Errors during sample verification and processing delays.
Solution: Samples are verified against the TRF, and discrepancies such as missing or damaged samples are flagged immediately.
Key Features:
- Sample Verification Screen: The processing lab’s team verifies the samples, and any discrepancies can be marked (e.g., missing or damaged samples). The system records these issues, allowing for prompt action.
- Processing Initiation: Once samples are verified, they move into the pending completion section, where lab technicians can access them for testing.
Benefit: This organized workflow reduces the chances of processing the wrong samples and ensures faster completion of lab tests.
5. MRP Receipt Generation for Patients 🧾
Problem: B2B centers need to provide patients with an invoice copy that reflects the MRP (Maximum Retail Price) instead of the discounted B2B rates.
Solution: MocDoc’s B2B portal offers a feature called PrintMRPReceipt, allowing B2B centers to generate and print an invoice copy for patients with the MRP of the processing lab.
Key Features:
- MRP Invoice Option: When B2B centers create an order request for a patient, they can choose to print an invoice copy that shows the MRP value of the tests, not the agreed B2B rates.
- Transparency for Patients: This allows the B2B centers to provide patients with a bill that matches the lab’s standard pricing.
Benefit: Ensures transparency in pricing for patients and helps B2B centers maintain clear billing standards without compromising on agreed-upon rates with the processing lab.
6. Lab Report Status Tracking & Printing 🖨️
Problem: Delays in tracking lab reports and difficulties in managing report approval stages.
Solution: B2B centers can now track the real-time status of lab reports from their Lab Order Screen, ensuring they are aware of the progress at each stage. When reports are approved, B2B centers can instantly review and print them.
Key Features:
- Lab Order Screen: The B2B portal offers a Lab Order Screen that allows centers to monitor the status of each order. Reports can be tracked through stages like: Pending Completion Stage: The sample is undergoing testing. Pending Verification Stage: The report is being reviewed. Pending Approval Stage: The report is awaiting final approval. Printed Stage: The report has been approved and is ready for printing.
- Report Printing: Once approved, B2B centers can print the lab reports directly from the portal for their records or to provide them to the patient.
Benefit: Improves transparency and reduces delays in report delivery, allowing B2B centers to provide patients with timely and accurate reports.
Conclusion: A Seamless Laboratory Workflow with MocDoc
The B2B Order Request Portal from MocDoc revolutionizes the way processing labs interact with their B2B associates. By digitizing patient registration, streamlining sample collection, automating billing, tracking lab report statuses, and offering an MRP receipt option, MocDoc has created a more efficient, error-free system that increases productivity and optimizes operations.
By addressing key pain points, the B2B Order Request Portal reduces manual work, increases transparency, and ensures smooth coordination between B2B centers and processing labs. For labs looking to improve their workflow, reduce turnaround times, and enhance report management, MocDoc offers a reliable and scalable solution.