Add

Close this case

Today's date is filled in — change it if the case came back earlier.

Never coming back. No received date is recorded.

For old cases received long ago that nobody logged. Leaves the received date empty rather than inventing one.

Check a lab statement

Upload the lab's monthly statement (PDF). The app reads the names on it and compares them with the cases you sent that lab. Anything billed that you have no case for is flagged. The file is read in your browser — it is never uploaded anywhere.

History

    Add portal

    Color

    Used wherever this location appears — insurance portals, record lists, and the pickers.

    Modules

    Location access

    Unchecked everything = access to the whole company. Checked = only those locations (records without a location stay visible to everyone).

    Import from spreadsheet

    Pick an Excel file (.xlsx, .xls) or CSV. The first sheet is used and the first row must be the column headings.