Sample Intake

Getting new sample intake has never been an easy task. However, our innovative environmental lab software allows you to smoothly and efficiently transition all the necessary information into a single, user-friendly platform. This streamlined process not only simplifies onboarding but also enhances the overall experience for both your team and your customers.

Screenshot of a sample intake software interface. It includes fields for customer information, water source, sampling information, payment method, and miscellaneous charges. Buttons for adding new rows and creating or previewing a COC are visible. The table is empty.

Key Features

  1. Customer Information Section:

    • A clearly labeled section allows users to quickly input or select customer details, including customer ID, water source type, and additional relevant metadata.

    • Buttons like "USE SOURCE" and "ADD NEW CUSTOMER" streamline the process for new and returning customers.

  2. Source Details:

    • Essential sampling information (e.g., Source ID, temperature, equipment type, etc.) is well-organized for easy input.

    • Dropdowns and pre-filled data ensure that critical details are entered consistently and accurately.

  3. Sample Data Entry:

    • The tabular "Sampling Information" section allows users to add, copy, and manage sample rows efficiently. Columns such as Sample Number, Test Code, Sampling Point, and others are intuitively laid out for easy data input and review.

  4. COC Notes and DOH Options:

    • A dedicated notes section with the option to send results to relevant agencies (e.g., Department of Health) adds operational flexibility and compliance assurance.

  5. Payment Integration:

    • Multiple payment options (e.g., Cash, Credit Card, Check, Courtesy, Send Bill) make it easier for users to record financial transactions seamlessly.

    • A "Miscellaneous Charges Breakdown" panel clearly displays itemized charges, discounts, and payment statuses, reducing billing errors.

  6. Streamlined Actions:

    • Buttons for "HOLD SAMPLES," "CREATE COC," and "PREVIEW COC" make task execution straightforward.

    • Users can manage sample intake from start to finish on a single screen, reducing the need for switching between tabs or systems.

  7. Visual Feedback:

    • Clear indicators such as "Amount Received" and "Balance" provide real-time financial clarity, ensuring that all transactions are tracked accurately.

Benefits:

  • Efficiency: Reduces manual steps by consolidating all intake-related activities in one place.

  • Clarity: Clearly defined sections and fields prevent errors and ensure complete data collection.

  • Compliance: Supports lab operators with features like DOH integration and detailed documentation tools.

  • Flexibility: Accommodates various payment methods and scenarios to meet diverse customer needs.

Our software significantly reduces the administrative burden on lab operators, ensuring smoother customer intake and sample processing workflows. Schedule your demo now!