Step-by-step guide
PathLabPro – kaise chalayein (SOP)
Pathology Lab Management & Billing. Har kaam aasaan steps me likha hai. Upar se neeche padhte jao, ya seedha apne kaam par click karo.
Vishay suchi · 15
1. Login kaise karein
↑ Upar- Apne product ka link kholo (jaise bizsuite.digitsparx.com/pathlabpro/).
- Business ID daalo – ye Digit Sparx aapko deta hai (demo ke liye: demo-pathlabpro).
- Username aur Password daalo → Login. Password dekhne ke liye 👁 aankh wala button dabao.
- Demo try karna hai? Login page par "Fill demo login" dabao – admin / admin123 apne aap bhar jayega.
- 5 baar galat password par 15 minute ke liye login ruk jata hai (security ke liye).
Tip: Apna password kisi ko mat batao. Staff ke liye alag user banao.
2. Pehle din ka setup (sirf ek baar)
↑ Upar- Business Settings kholo: dukaan ka naam, address, phone, GSTIN, state, logo, bank / UPI details aur bill ke terms bharo → Save. Ye sab har bill par print hota hai.
- Test Catalogue + Referring Doctors bana lo – jaise "Mobiles", "Accessories" ya "Starters".
- Apne items / products daalo (neeche product wala section dekho).
- Suppliers aur purane Patients daal do. Purana udhaar ho to Opening balance me likh do.
- Staff ke liye Users & Roles me alag login banao (Manager, Cashier…). Har role ko sirf uske kaam ke page dikhte hain.
3. Test catalogue (owner / pathologist)
↑ Upar- Test Catalogue → New test: code, naam, department, sample (blood / serum / urine), tube, price, report time.
- Har test ke parameters: naam, unit aur aapki lab ki reference range. Software khud koi range nahi banata (demo me range jaan-boojh kar khaali hai).
- Profiles & Packages: kai tests ek price me. Referring Doctors, Collection Staff.
- Business Settings: pathologist ka naam, qualification, report footer.
4. Patient registration
↑ Upar- New Registration: purana patient search karo ya naya (title, naam, age, gender, mobile), doctor, tests chuno.
- Ghar se sample lena hai to Home collection + address + time.
- Discount, payment → Register & create bill. Patient ID, bill aur har sample ka accession number apne aap.
- Sample labels (barcode) print karke tube par chipkao.
5. Sample collect / receive / reject
↑ Upar- Sample Tracking: Collected → lab me pahunche to Receive in lab.
- Sample kharab (haemolysed, clotted, kam quantity…): reason chun ke Reject → naya accession number apne aap banta hai, dobara sample lo.
6. Result daalna
↑ Upar- Result Entry → order kholo → har parameter ki value likho → Save.
- H / L flag sirf tab apne aap lagta hai jab range seedhi number wali ho (jaise 13.0 - 17.0). Warna flag khud chuno.
7. Check aur approve (pathologist)
↑ Upar- Validation & Approval → Validate → Approve. Galat lage to reason likh ke Send back.
- Jisne result daala wahi approve nahi kar sakta (jab tak settings me self-approval ON na ho).
8. Report dena aur sudhaarna
↑ Upar- Lab Reports → order kholo → Issue final report. Report me sirf approved tests aate hain, baaki "results to follow".
- Print / PDF / WhatsApp karo.
- Report ke baad galti mili: Reopen (reason) → result sudhaaro → dobara approve → naya version (amended). Purana version "Superseded" ho jata hai.
- Home Collection: din ki visits, collector assign, Collected.
Tip: Report ka matlab hamesha qualified doctor hi samjhaye.
9. Payment, udhaar (khata) aur advance
↑ Upar- Bill banate time payment mode chuno: Cash, UPI, Card, Bank, Cheque. Thoda cash + thoda UPI ho to "Split payment" dabao.
- Poora paisa nahi mila? Jitna mila utna likho – baaki udhaar ban jata hai (customer select karna zaroori; walk-in ko poora paisa dena hota hai).
- Baad me paisa aaye: Payments → Receive → customer / bill chuno → amount → Save. Receipt number apne aap banta hai.
- Customer ne advance diya: Payments → Receive → bill mat chuno (on account). Agle bill par "Use advance / credit" tick karo.
- Customer page par WhatsApp reminder button se udhaar ki yaad dila sakte ho.
10. Galat bill, return aur cancel
↑ Upar- Saved bill delete nahi hota (GST rule). Galti ho to bill kholo → "Cancel document" → reason likho.
- Bill par payment already hai to pehle Payments me us payment ko Void karo, phir bill cancel karo.
- Customer saaman wapas kare: bill kholo → "Return items (credit note)" → kitna wapas aaya → paisa wapas (cash / UPI) ya credit me rakho. Stock apne aap wapas aata hai.
11. Bill print, PDF aur WhatsApp
↑ Upar- Bill save karte hi bill page khulta hai. Print = A4 print, PDF = download, WhatsApp = customer ko message.
- Purana bill dhoondhna: Invoices → naam, mobile ya bill number se search.
12. Kharcha (expenses)
↑ Upar- Expenses → Add: kiraya, bijli, salary, chai-paani… Date, amount, mode likho → Save.
Tip: Roz shaam ko kharcha daal do – month end me report sahi aayegi.
13. Reports – din / hafta / mahina / saal
↑ Upar- Reports kholo → report type chuno (Sales summary, Item-wise, GST, Collections, Outstanding, Expenses…).
- Today / This week / This month / This year buttons dabao ya apni date daalo.
- Collections = kis cashier ne kitna cash / UPI / card liya – shaam ko galla isse milao.
- Har report Export CSV se Excel me khulti hai – CA ko bhej sakte ho.
- Dhyan do: "Sales" = turnover hai, profit nahi. "Profit (estimate)" sirf purchase price se andaza hai.
14. Roz ka routine (checklist)
↑ Upar- Subah: login → Dashboard par aaj ki sale, udhaar aur alerts dekho.
- Din bhar: bill banao, maal aaye to Purchase entry karo.
- Shaam: Reports → Collections se cash milao, Expenses daalo.
- Hafte me ek baar: Backup & Restore → "Download backup now" → file Google Drive / pen-drive me rakho.
15. Zaroori baatein
↑ Upar- Account "Read-only" dikhe to renewal baaki hai – data safe hai, sirf nayi entry nahi hogi. Digit Sparx ko call karo: +91 98187 54881.
- Password badalna: upar naam par click → My profile & password.
- Koi dikkat ho: Support me ticket daalo ya WhatsApp karo +91 70656 71504 / +91 98187 54881.
Tip: Demo account (admin / admin123) me password, users aur settings badalne ki permission nahi hai – ye sirf try karne ke liye hai.
Digit Sparx Pvt. Ltd. · Help chahiye? Call / WhatsApp +91 98187 54881 · WhatsApp +91 70656 71504 · sales@digitsparx.com