What is Lab Management?
Lab Management is a complete laboratory report system for your veterinary clinic. Every time a pet needs blood work, urinalysis, imaging, or any other test, you create a lab report — a structured digital record containing the owner's details, the pet's information, and all test data from that session.
Multiple test types can be added to a single report. Reference ranges are shown inline for structured tests, and the system automatically flags results that fall outside the normal range.
9 Test Types
CBC, Biochemistry, Urine Analysis, USG, X-Ray, Stool, Rapid Test, Blood Examination, and Other Tests — all in one report.
Reference Ranges
Species-specific normal ranges shown inline. Out-of-range values are highlighted automatically.
AI Scan Reader
Photograph a printed lab report and the AI auto-fills all parameters for you.
AI Interpretation
Get an instant AI-powered clinical interpretation of any saved lab report.
Verification Workflow
Reports from Para Vets and Lab Technicians require a Vet or Director to verify before they become active.
PDF & Share
Download a full lab report PDF or open a shareable link to send to the owner or a colleague.
User Roles
Lab Management supports four clinic roles. Each role has different permissions for creating, verifying, and deleting reports.
Clinic Director
Full access. Can create, view, edit, verify, and delete all reports. Can manage reference ranges. Reports they create are auto-verified.
Veterinarian
Can create reports (auto-verified), view all reports, verify pending reports, edit, and delete. Can manage reference ranges.
Para Vet
Can create reports. Reports go into Pending status until a Vet or Director verifies them. Cannot delete reports.
Lab Technician
Same as Para Vet — can create reports that start as Pending, requiring verification. Cannot delete reports.
| Permission | Director | Veterinarian | Para Vet | Lab Technician |
|---|---|---|---|---|
| Create report | ✅ | ✅ | ✅ | ✅ |
| Reports auto-verified | ✅ | ✅ | ❌ (Pending) | ❌ (Pending) |
| Verify pending reports | ✅ | ✅ | ❌ | ❌ |
| Edit reports | ✅ | ✅ | ✅ | ✅ |
| Delete reports | ✅ | ✅ | ❌ | ❌ |
| AI Interpretation button | ✅ | ✅ | ❌ | ❌ |
| Manage reference ranges | ✅ | ✅ | ❌ | ❌ |
| See Verification filter | ✅ | ✅ | ❌ | ❌ |
Dashboard
The Lab Management page is your main working screen. It opens to the All Reports tab showing the full list of lab reports for your clinic.
| Element | What it does | Who sees it |
|---|---|---|
| ➕ Add New Lab Report | Opens the 2-step form to create a new lab report | All roles |
| 📋 All Reports tab | Paginated list of all lab reports with search and filters | All roles |
| 🔖 Bookmarks tab | Only your personally bookmarked reports | All roles |
| 🔍 Search bar | Live search by report ID, owner name, phone number, or pet name | All roles |
| 🔽 Filters button | Opens filter popup with species, date range, and verification status filters | All roles (verification filter: Director & Vet only) |
By default the report list loads with a 3-day date filter pre-applied (last 3 days to today). To see older reports, open Filters and adjust or clear the date range.
Report ID Format
Every lab report receives a unique, automatically generated Report ID when it is saved. You never set this manually.
Format: {UserID} – L – {Sequence}
Example (User ID 42, first report): 42-L-001
Example (same user, second report): 42-L-002
The sequence counter tracks both live reports and previously deleted report IDs — so numbers never repeat or get reused even if a report is deleted.
Pet ID
Every pet gets an automatically generated Pet ID when the first report for them is saved. The Pet ID is shared with the Case Management module — if a pet already exists there, the same ID is reused.
Phone: 9876543210 + Pet Name: Bruno
→ Pet ID: 9876543210bru
Same owner, second pet "Buddy" → 9876543210bud
If two pets share the same first 3 letters, a number is appended → 9876543210bru2
The Pet ID is also written into the Case Management database so the pet's lab reports are visible inside their case profile under the Labs tab.
Create a Lab Report
Creating a report opens a popup with 2 steps. Step 1 captures owner and pet information. Step 2 is where you select test types and enter results.
Click "+ Add New Lab Report"
The form popup opens, starting on Step 1.
(Optional) Quick Search by phone number
Enter the owner's phone number and click Search Pets. If the owner has existing pets, they appear in a list — click any pet to auto-fill all owner and pet fields.
Fill in Step 1 — Owner & Pet Info
Complete all required fields. Click Next: Add Lab Tests → when ready.
Select and fill in test types in Step 2
Click any test type button to add it. Fill in the results. Use the 📷 Read Report scan button to auto-fill from a photo.
Click "Save Lab Report"
A unique Report ID is generated. The report is saved. If you are a Para Vet or Lab Technician, the report goes to Pending status for verification.
Step 1 – Owner & Pet Details
Step 1 has three sub-sections: Owner Information, Pet Information, and Visit Information.
Owner Information
| Field | Required? | Notes |
|---|---|---|
| Owner Name | Required | Full name of the pet owner |
| Phone Number | Required | Used for the Quick Search pet lookup and Pet ID generation |
| Optional | ||
| Address | Optional | Free-text field |
Owner custom fields from the Case Management module are pulled in automatically and shown below the standard owner fields if any are defined for this owner.
Pet Information
| Field | Required? | Notes |
|---|---|---|
| Pet Name | Required | May be locked if the pet already has existing reports — see Field Locking |
| Species | Required | Dog, Cat, Rabbit, Bird, Turtle, Tortoise, or Other (Custom). May be locked. |
| Custom Species | Required if "Other" selected | Text field that appears when "Other (Custom)" is chosen from Species |
| Breed | Required | May be locked |
| Sex | Required | Male / Female. May be locked. |
| Birth Date | Optional | Setting this auto-calculates the Age field |
| Age | Optional | Auto-calculated from birth date if set; otherwise enter manually |
| Weight | Optional | e.g. 15 kg |
| Chip No | Optional | Microchip number |
| Marking | Optional | Physical markings e.g. "white spot on chest" |
| Neutered Status | Optional | Yes / No |
| Rabies Status | Optional | Vaccinated / Not Vaccinated |
If the pet has custom fields stored in the Case Management module, they appear in an Additional Pet Fields section below the standard pet fields, pre-filled with their previously saved values.
Visit Information
| Field | Required? | Notes |
|---|---|---|
| Visit Date | Required | Date of this lab session |
| Visit Time | Optional | |
| Medical History | Optional | Previous conditions, surgeries, relevant background |
| Physical Examination | Optional | General appearance, body condition, observations |
Quick Search by Phone Number
At the top of Step 1 there is a Quick Search panel. It lets you find any existing pet registered in the system without manually typing all their details again.
Type the owner's phone number into the Quick Search box
Then click Search Pets (or press Enter).
A list of matching pets appears below the search box
Each result shows the pet name, species, and owner name.
Click a pet from the results to auto-fill
All owner fields, pet fields, and custom fields are filled in automatically from the existing record. The Pet ID is also set automatically.
There is also a live phone lookup as you type in the Phone Number field in the Owner section — if matching owner records are found, they auto-fill the owner's name, email, and address fields.
The Quick Search finds pets from both the Lab Management module and the Case Management module — all pets in your clinic are searchable from a single phone number lookup.
Field Locking
Once a pet has at least one saved lab report, certain core pet fields become locked to protect the integrity of historical records. A locked field shows a small orange indicator: 🔒 Locked (pet has existing reports).
Which fields get locked?
| Field | Locked after first report? |
|---|---|
| Pet Name | ✅ Yes |
| Species | ✅ Yes |
| Breed | ✅ Yes |
| Sex | ✅ Yes |
If a locked field genuinely needs to be corrected, speak to your clinic director. There is no self-serve way to unlock these fields.
Fields like Age, Weight, Chip No, Marking, Neutered Status, and Rabies Status are never locked — they can be updated freely on every report.
Step 2 – Lab Tests
Step 2 is where you select which tests to include and enter the results. You can add multiple test types to a single report — each one becomes a separate section within that report.
Click any test type button to add it to the report
The button turns highlighted and a test form section expands below. Click the same button again (or the Remove button inside the section) to remove it.
Fill in the parameters in each test section
For structured tests (CBC, Biochemistry, Urine Analysis) the parameters are shown as a table with your clinic's reference ranges alongside each result.
(Optional) Use the 📷 Read Report scan button to auto-fill
Each test section has a scan button. Click it, take a photo of the printed report, and the AI reads the values and fills them in for you.
(Optional) Upload images for imaging tests
USG and X-Ray sections include an image upload area to attach the actual scan image to the report.
Test Types
There are 9 test types available. Each adds a dedicated section to the report form. You may select as many as needed for a single visit.
CBC Report
Complete Blood Count. Structured parameter table. Reference ranges shown inline. Out-of-range values highlighted.
Biochemistry
Serum biochemistry panel. Structured parameter table with inline reference ranges.
USG Report
Ultrasound / sonography. Free-text findings field plus image upload area.
X-Ray Report
Radiograph findings. Free-text field plus image upload area.
Urine Analysis
Urinalysis. Structured parameter table with inline reference ranges.
Stool Report
Faecal examination. Free-text findings field.
Rapid Test
Rapid diagnostic test results. Free-text or structured entries.
Blood Examination
General blood examination findings. Free-text field.
Other Tests
Any additional test not covered above. Fully free-text.
Structured vs. free-text tests
| Type | How data is entered | Reference ranges shown? |
|---|---|---|
| CBC, Biochemistry, Urine Analysis | Parameter-by-parameter table rows. Each row has a name, value, and unit. | ✅ Yes — inline per row, based on species |
| USG, X-Ray, Stool, Rapid, Blood, Other | Free-text findings area. Custom parameters can be added with + Add Parameter. | ❌ Not applicable |
For structured tests, the parameter rows are pre-populated from your clinic's saved reference ranges for the selected species. You just type in the measured values — the system automatically highlights any that fall outside the min/max range.
Scan Reader (AI Auto-Fill)
Every test section in Step 2 has a 📷 Read Report button. This feature uses AI vision to read a photograph of a printed lab report and automatically fill in all the test parameter values.
Click "📷 Read Report" inside the test section
The Scan overlay opens with two options: Open Camera or Upload from device.
Capture or upload a photo of the printed report
Use the camera option to take a live photo or choose an existing image from your device gallery.
The AI reads the image and validates the test type
If the uploaded image doesn't match the selected test type (e.g. you're in the CBC section but uploaded a USG image), the system shows a warning and stops. You need to upload the correct report or change the test type.
Values are auto-filled into the form
The AI extracts all parameter names and values from the photo and populates the test section. You can review and adjust any values before saving.
Scan Reader uses AI credits. Credits are only deducted after a successful scan. If the scan fails or you cancel, no credits are used.
The type validation is intentional — the system checks whether the image actually matches the selected test type before attempting to extract values, preventing incorrect data from being filled into the wrong form.
Image Upload
Test sections that involve imaging (USG Report and X-Ray Report) include an Upload Images area. This lets you attach the actual scan files directly to the lab report record.
| Detail | Value |
|---|---|
| Accepted formats | JPEG, PNG, JPG |
| Which test sections have upload | USG Report, X-Ray Report (and any test section rendered dynamically) |
| Where images appear | Attached to the report record and visible when the report is viewed or exported to PDF |
| Remove an image | Click the remove (✕) button on the image preview before saving |
Reference Ranges (Inline in Form)
When entering results for CBC, Biochemistry, or Urine Analysis, each parameter row shows the reference range (min–max and unit) for the species of the pet you entered in Step 1. This is shown inline next to each value field.
If a value you enter falls outside the reference range, it is automatically highlighted in the form and in the final saved report, making it easy to spot abnormal results at a glance.
Reference ranges are loaded from your clinic's saved ranges. Ranges are species-specific. If no ranges have been saved for a given species/test combination, the columns will be empty. Set up ranges on the Reference Ranges page.
Verification Workflow
When a Para Vet or Lab Technician creates a report, it gets a Pending Verification status. It must be reviewed and confirmed by a Veterinarian or Director before it is considered active.
How to verify a pending report
There are two ways to verify:
| Method | How |
|---|---|
| From the Pending Verification page | Open the page using the |
| From the All Reports list | Click View on any pending report card to open the full details, then click Verify inside the view popup. |
Reports created by Directors and Veterinarians skip this process entirely — they are automatically set to Verified on creation.
Para Vets and Lab Technicians can edit their own reports regardless of verification status. Only Directors and Veterinarians can delete reports.
View & Edit a Report
Click the View button on any report card in the All Reports list to open the full report details in a popup.
Actions available on a report card / inside the view popup
| Button | What it does | Who can use it |
|---|---|---|
| View | Opens the full report in a popup — shows all tests, parameters, and reference ranges | All roles |
| Edit | Opens the 2-step form pre-filled with all existing data for changes | All roles |
| Delete | Permanently deletes the report after a confirmation prompt | Director & Veterinarian only |
| Verify | Changes the verification status from Pending to Verified | Director & Veterinarian only |
| 🔬 AI | Sends report data to AI for a clinical interpretation | Director & Veterinarian only |
| Downloads a full PDF of the lab report | All roles | |
| 🔗 Share | Opens a shareable PDF link in a new tab | All roles |
| ⭐ Bookmark | Stars the report for quick access in your Bookmarks tab | All roles |
Delete a Report
Only Directors and Veterinarians can delete lab reports. A confirmation prompt is shown before deletion to prevent accidents.
Deletion is permanent and cannot be undone. The deleted Report ID is tracked internally so it is never reassigned to a future report.
Para Vets and Lab Technicians do not see a Delete button on report cards. The server also enforces this restriction — an attempt to delete without the correct role will be rejected.
Search & Filters
The All Reports tab has a live search bar and an advanced filter popup.
Search bar
Type in the search bar to instantly filter reports by Report ID, owner name, owner phone, or pet name. Results update as you type.
Filter popup
Click the 🔽 Filters button to open the filter popup. You can combine multiple filters:
| Filter | Options | Who sees it |
|---|---|---|
| Verification Status | All Reports / Verified / Pending Verification | Director & Veterinarian only |
| Species | All Species / Dog / Cat / Rabbit / Bird / Turtle / Tortoise / Other | All roles |
| Date Range | From date → To date (filters by visit date). Defaults to last 3 days. | All roles |
A number badge appears on the Filters button showing how many filters are active. Click Clear All to remove all active filters at once, or click Clear Filters inside the popup.
When the page first loads, the date filter is automatically set to the last 3 days. This is a default to prevent loading large amounts of historical data on every page open. Clear it to see all reports.
Bookmarks
You can bookmark any report to save it for quick access. Bookmarked reports appear in the Bookmarks tab on the main dashboard.
Find the report in the All Reports list
Each report card has a ⭐ star icon in the header.
Click the ⭐ to bookmark
The star fills with colour. Click it again to remove the bookmark.
Click the Bookmarks tab to see all saved reports
The tab shows a count badge of how many reports are bookmarked. Removing a bookmark while on this tab immediately removes the card from the tab view.
Bookmarks are personal — they are stored per user and are not visible to other staff members.
AI Interpretation
The 🔬 AI button appears on each report card — but only for Directors and Veterinarians. It sends the full lab report data to an AI assistant and streams back a structured veterinary interpretation.
What data the AI uses
| Data sent to AI | How AI uses it |
|---|---|
| Patient information (name, species, breed, age, sex, weight, neutered status) | Provides clinical context for the analysis |
| Medical history and physical exam | Background context for interpreting test deviations |
| All test results and parameter values | Core data for interpretation and flagging abnormal values |
| Reference ranges for the species | Used to contextualise which values are outside normal |
The AI returns a structured veterinary report with a Clinical Interpretation and analysis of findings. The response streams progressively so you can start reading while it loads.
The AI is an assistant only. All final clinical decisions must be made by the licensed veterinarian. AI credits are only consumed after a fully successful response — if the response fails or is incomplete, no credits are deducted and you can safely retry.
Para Vets and Lab Technicians do not see the 🔬 AI button. It is only visible to Directors and Veterinarians.
Managing Reference Ranges
The Reference Ranges page (accessible via the
These ranges are used inside the report form to show inline guidance and to highlight out-of-range results in saved reports and PDFs.
How the Reference Ranges page works
Select a species from the species selector row
Default species available: Dog, Cat, Rabbit, Bird, Turtle, Tortoise. Custom species you have added also appear here.
Select a test type from the tabs
Available tabs: CBC Report, Biochemistry, Urine Analysis. (Reference ranges only apply to structured tests.)
The current selection indicator shows what you are editing
E.g. Editing: Dog – CBC Report. The parameter table below loads the saved ranges for that combination.
Edit the table rows — or add new parameters
Each row has: Parameter Name, Minimum Value, Maximum Value, Unit, and a Remove button. Click + Add Parameter to add a new row.
Click "Save Reference Ranges" to save
Or click Reset to Defaults to restore the system's built-in defaults for the current species/test combination.
Reference range table columns
| Column | Description |
|---|---|
| Parameter Name | Name of the lab parameter (e.g. RBC, ALT, Glucose) |
| Minimum Value | Lower bound of the normal range |
| Maximum Value | Upper bound of the normal range |
| Unit | Measurement unit (e.g. g/dL, K/µL, mg/dL) |
| Actions | Remove button — deletes this parameter row |
Built-in default ranges
The system ships with pre-loaded default reference ranges for Dogs covering CBC, Biochemistry, and Urine Analysis. These serve as a starting point. You can edit them for your clinic, or reset back to defaults at any time.
Reference ranges are per-clinic — they belong to your director account and are not shared with other clinics on the platform.
Only Directors and Veterinarians can access and edit the Reference Ranges page. Para Vets and Lab Technicians cannot access it.
Custom Species
Beyond the default species (Dog, Cat, Rabbit, Bird, Turtle, Tortoise), you can add your own custom species on the Reference Ranges page. Once added, a custom species appears as a selectable species button alongside the defaults.
Click "+ Add Custom Species" on the Reference Ranges page
A modal dialog opens.
Type the species name and click "Add Species"
Examples: Hamster, Guinea Pig, Ferret. Maximum 100 characters.
The new species appears in the species selector
You can now set reference ranges for it and select it when creating lab reports.
Custom species buttons have a small ✕ delete icon on them. Click it to remove the custom species from your clinic. Default species (Dog, Cat, etc.) cannot be deleted.
Custom species are stored per clinic (per director account) and are not shared with other clinics.
Pending Verification Page
The Pending Verification page (shortcode:
Only Para Vet and Lab Technician-created reports appear here. Reports from Directors and Vets are auto-verified and never appear on this page.
What each pending report card shows
| Field | What it shows |
|---|---|
| Report ID badge | The unique report ID (e.g. 42-L-001) |
| Pending Verification badge | Orange status badge confirming it is awaiting verification |
| Created date/time | When the report was submitted |
| Pet | Pet name and species |
| Owner | Owner's name |
| Phone | Owner's phone number |
| Created by | Name of the Para Vet or Lab Technician who created it |
Actions on the Pending Verification page
| Button | What it does |
|---|---|
| View Report | Opens the full lab report in a popup so you can review all test data before verifying |
| Verify Report | Immediately changes the report's status to Verified and removes it from this list |
When there are no pending reports, the page shows an "All Clear!" message — all submitted reports have been verified.
If you are a Para Vet or Lab Technician and try to access this page, you will see an "Access denied" message. This page is only for Directors and Veterinarians.
Frequently Asked Questions
Reference ranges are only shown for CBC, Biochemistry, and Urine Analysis tests. They are species-specific — if no ranges have been set up for the selected species and test type combination, the columns will be blank. A Director or Veterinarian needs to add the ranges on the Reference Ranges page first.
No — this is expected for Para Vets and Lab Technicians. Reports you create start as Pending and must be reviewed by a Veterinarian or Director before they are marked Verified. The Vet/Director can verify it from the Pending Verification page or by opening the report in All Reports and clicking Verify.
Once a pet has at least one saved lab report, core fields (Pet Name, Species, Breed, Sex) are locked to prevent accidental changes that would affect historical records. If a locked field genuinely needs updating, contact your clinic director.
Yes — that is exactly how the system is designed. In Step 2, click as many test type buttons as needed. Each one adds its own section to the report. A single visit can have CBC, Biochemistry, Urine Analysis, and any other tests all in one report with a single Report ID.
It opens an AI-powered camera/upload tool that reads a photo of a printed lab report and auto-fills the parameter values for you. Use it when you have a physical printed report (e.g. from an external lab machine) and want to enter the values quickly without typing each one manually.
The AI first checks whether the image you uploaded matches the test type you are filling in. If you are in the CBC section but uploaded a USG image, it will show this warning. Either upload the correct image for that test type, or switch to the correct test type section before scanning.
The AI Interpretation button is only shown to Directors and Veterinarians. If you are a Para Vet or Lab Technician, this button is not visible on any report card.
By default the All Reports tab loads with a date filter set to the last 3 days. Reports older than 3 days will not show unless you clear or adjust this filter. Click the Filters button and either expand the date range or clear the date filter entirely.
Use the search bar — type the owner's name, phone number, pet name, or Report ID and the list filters instantly. For broader searches, also open the Filters popup to narrow by species or date range.
Click the Bookmarks tab at the top of the All Reports section — the tab with a star icon shows a count badge. All your bookmarked reports appear there. Bookmarks are personal and only visible to you, not other staff.
Yes. On the Reference Ranges page, click + Add Custom Species and type the species name. It will then appear as a selectable option in both the Reference Ranges page and the Species field when creating a lab report. Custom species can also be deleted from the species selector if no longer needed.
No AI credits are deducted for an incomplete or failed response. Credits are only used after a fully successful response. You can safely click the 🔬 AI button again to retry.
No. Only Directors and Veterinarians can delete lab reports. Para Vets and Lab Technicians do not see the Delete button and the server enforces this restriction as well.
Yes. When a lab report is created, the pet's details are also written to the Case Management pet database (if the Case Management system is installed). The lab reports then appear under the Labs tab inside the pet's profile in Case Management, and the Pet ID is shared between both modules.