Wellness clinics
Track lab kits and results follow-up
Lab follow-up usually slows down when lab orders, kit status, results, practitioner notes, and client messages do not tell the same story, or when a lab kit is overdue, results arrive, or a client asks for status. Imagine keeps those sources in view, prepares a lab-status summary, client update draft, and practitioner review packet, and separates the ready work from the judgment calls. After review, the approved update goes back to the client portal and lab notes, so clients know what is happening without staff checking portals all day.
The manual reality today
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01
Lab follow-up can start with status hunting
lab orders, kit status, results, practitioner notes, and client messages each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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02
The next lab follow-up touch arrives late
When a lab kit is overdue, results arrive, or a client asks for status, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The lab follow-up trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the lab follow-up sources
Imagine watches lab orders, kit status, results, practitioner notes, and client messages for new activity, stale items, and changes that affect the work.
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02
Build the lab follow-up packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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03
Queue lab follow-up for review
Imagine drafts a lab-status summary, client update draft, and practitioner review packet using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the lab follow-up decision
After review, approved actions are recorded in the client portal and lab notes with the context, approver, and timestamp preserved.
Works with the tools you already run
- Rupa Health
- Fullscript
- Practice Better
- Jane App
- Gmail
- Slack
What changes
The lab follow-up queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around lab follow-up stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about lab follow-up take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle lab follow-up?
Imagine watches lab orders, kit status, results, practitioner notes, and client messages, spots when a lab kit is overdue, results arrive, or a client asks for status, and prepares a lab-status summary, client update draft, and practitioner review packet for review. Approved actions sync back to the client portal and lab notes with the supporting context attached.
Can lab follow-up stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the client portal and lab notes is updated.
Where does Imagine update lab follow-up status?
This workflow can connect to systems such as Rupa Health, Fullscript, Practice Better, Jane App, Gmail, Slack. Imagine works on top of those tools instead of replacing the system of record.
What changes in lab follow-up?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so clients know what is happening without staff checking portals all day.