Phlebotomy
Last updated: 2026-03-29
Phlebotomist Management
This module allows you to register and manage your team of phlebotomists. A phlebotomist is the healthcare professional responsible for drawing blood and collecting patient samples for the laboratory. By keeping these records up to date, you ensure that all lab samples are accurately traced back to the staff member who collected them.
When Do I Use This?
- When a new nurse or lab technician joins the team and needs to be assigned to blood collection duties.
- When you need to keep a record of a phlebotomist's specific skills or shift notes.
- When organizing laboratory staff lists to ensure proper tracking of who collected which sample.
How To Use
Registering a New Phlebotomist
- Go to Laboratory → Phlebotomists from the main menu.
- Click the + New button.
- In the Phlebotomist field, search for and select the staff member's name.
- Enter any relevant details in the Note field.
- Click Save to add them to the system.
Viewing and Updating Records
- Open the Phlebotomist list from the main menu.
- Click on the name of the staff member you want to view.
- To make changes, update the notes and click Save.
Field Descriptions
| Field Name | Description |
|---|---|
| Phlebotomist | The name of the healthcare professional. This links directly to their official Practitioner profile in the system. |
| Note | A place for extra information. You can use this to type in details like "Pediatric specialist", shift preferences, or certification renewal dates. |
Tip: Before you can add someone as a Phlebotomist, they must first be registered in the system as a Practitioner. If you can't find their name in the drop-down list, check with HR or the system administrator to ensure their core profile exists!