Panel


Last updated: 2026-03-29

Lab Panels Overview

The Lab Panel module allows you to group multiple individual lab tests together into a single profile or "panel" (such as a Complete Blood Count or a Lipid Profile). Instead of ordering and billing for each test separately, you can use panels to make ordering faster, simplify billing, and print unified result reports.

When Do I Use This?

  • When creating a new routine test profile that includes several individual tests.
  • When you need to link a group of lab tests to a single billable item (Product) so the patient is charged correctly.
  • When organizing how a group of test results should look on the patient's final printed report.

How To Use

Creating a New Lab Panel

  1. Go to Health → Lab → Panels from the main menu.
  2. Click + New.
  3. Fill out the basic details like Name, Code, and select the required Specimen type (e.g., Blood, Urine).
  4. Select the Product to link this panel to your billing system.
  5. Click Save to create the panel record.

Adding Tests to the Panel

Once the panel is created, you need to add the specific tests that belong inside it.

  1. Open the panel you just created.
  2. Scroll down to the Tests section.
  3. Click + Add Test.
  4. Select the individual Test from the list.
  5. Assign a Sequence number to determine its order on the printed report.
  6. Repeat this for all tests that belong in the panel, then click Save.

Field Descriptions

Panel Details

Field Name Description
Name The full name of the panel (e.g., "Liver Function Test"). This is what doctors and staff will see when ordering.
Code A short, unique abbreviation for the panel (e.g., "LFT").
Product The billing item linked to this panel. This ensures the patient is charged the correct price when the panel is ordered.
Specimen The type of sample required to perform this panel (e.g., Serum, Whole Blood, Urine).
Discipline The specific laboratory department responsible for processing the panel (e.g., Hematology, Biochemistry).
Template The layout design used when printing the final results for this panel.
Description Any internal notes or special instructions regarding this panel.
Active Check this box to make the panel available for use. Uncheck it to retire or hide the panel.

Included Tests (Line Items)

Field Name Description
Test The specific individual test to include in the panel (e.g., "White Blood Cell Count").
Sequence A number that controls the display order on the final report. Smaller numbers appear at the top (e.g., 10, 20, 30).
Template Optional. An override template layout if this specific test needs to be printed differently within the panel.
Active Check this box to keep the test active within the panel.
Tip: When assigning sequence numbers to tests, count by tens (10, 20, 30). This makes it much easier to insert a new test in the middle later (e.g., at sequence 15) without having to renumber everything else!
Note: Always make sure your panel is linked to an active Product. If it is not linked to a product, the billing department will not be able to charge patients for the service.