Phlebotomist / sample collector

Register walk-in and home-collection orders, print the sample label, complete the collection checklist and mark samples collected.

Phlebotomist / sample collector

Who this is for

You collect samples at the collection room, on the wards or at patients' homes. In CareList your role can:

• register test orders, edit them, and cancel them,
• print sample labels,
• complete the Sample Collection Checklist,
• tap Mark as sample collected.

Everything after collection (receiving, reporting, verifying, delivering) belongs to the lab.

What you see

Bottom tab bar: Home, Tasks, Scan, Diagnostics and More.

More sheet: Notifications; Clinical → Diagnostics; Work → My Team Dashboard, Corrective Actions, My History, Overall Histories; Biomedical & facility → Equipment, Work orders; then My account, User manual and Help center.

Your day

1. Before a home-collection run, complete Home Collection Kit & Transport Check if it is in Tasks.
2. For each patient, register the order (or open the one the front desk registered) and print the label.
3. Collect, label the tubes in front of the patient, and complete the Sample Collection Checklist.
4. Tap Mark as sample collected. Then send the samples to the lab.
5. Check Notifications for rejected samples that need recollecting.

Step by step

Register an order

1. Open Diagnostics and tap + New order.
2. Under Patient, fill in Patient name (required), Patient ID / UHID, Age, Gender, Phone and Referring doctor. In a hospital you can pick an admitted patient from the list to fill these in.
3. Under Order, choose Laboratory, then list the tests in Tests / studies requested (comma or one per line, for example CBC, LFT, HbA1c).
4. Set Priority (Routine · TAT 24h, Urgent · TAT 4h, STAT · TAT 1h) and Source: Walk-in, Home collection, OPD or IPD.
5. Add Clinical notes / preparation, for example fasting status.
6. Leave Attach the protocol checklist ticked.
7. Tap Register order.

The order gets an accession number such as DX-000007, and the Sample Collection Checklist is attached for you, due in 30 minutes. The TAT clock starts now.

Print the sample label

1. On the order, tap Sample label. It opens in a new tab.
2. Choose how many labels: 1×, 2× (the default), 3× or 4×.
3. Tap Print. Labels are 50 × 25 mm.

Each label shows the accession number, name, ID, age and sex, the tests, the time, the priority (if not Routine) and a QR code. The QR holds no patient details. Scanning it opens the order for signed-in staff.

Complete the Sample Collection Checklist

1. On the order, under Checklists, tap Start.
2. Answer Pass / Fail / N/A: Patient identified with 2 identifiers, Test order and requisition match, Fasting / preparation status checked, Correct tubes in correct order of draw, Tubes labelled at the bedside / chair, Hand hygiene and gloves used and Sharps disposed immediately.
3. Pick the Sample types collected and fill in Collection time.
4. Under Phlebotomist, type your full name and sign with your finger.
5. Tap Submit inspection.

Mark the sample collected

Back on the order, tap Mark as sample collected. Your name is recorded as Collected by.

Home collection kit check

1. Tasks → Home Collection Kit & Transport Check → Start.
2. Fill in Collector name. Before you leave, confirm the tubes, needles and labels, the Cool box with ice packs (2–8 °C), the sharps container and the spill kit.
3. On your return, record Cool box temperature at return (°C) and Samples delivered to lab within stability time.
4. Sign and tap Submit inspection.

Cancel an order

If the patient does not turn up, tap Reject / cancel. Pick Patient did not turn up or Duplicate order as the reason and tap Close order. Your role can cancel but not reject: the lab rejects samples.

What you can't do

Try it

Sign in as phlebotomist@diagnostics.test (password password). Open Diagnostics, tap Ravi Kumar (Registered), print a Sample label, then tap Mark as sample collected. Or register your own order with + New order. Continue with Lab test order workflow.