The "Restrict Tests for Appointments & Home Collection" feature allows labs to configure which tests are eligible for booking under the Home Collection and Appointment services. When activated, only specific tests marked as allowed can be selected for these services. This ensures that labs can prevent errors related to incorrect bookings, ensuring that patients only book compatible tests based on the selected service. The restriction is applied across all platforms, including the LIS system, patient booking channels, and the Phlebo mobile app.
How the Feature Works: Once enabled, the system restricts the tests available for Home Collection and Appointments to only those that are specifically allowed for each service type. For example, a lab may choose to allow blood tests for Home Collection, while restricting tests that require in-clinic equipment, such as X-rays or MRIs.
Test Conflict Prevention: If a patient tries to book a combination of tests that are not compatible with the selected service (e.g., a blood test for Home Collection and an X-ray for Appointments), the system will display an error message prompting the user to remove the conflicting test before proceeding.
Promotion Validation: Any promotion containing tests that are restricted for the selected service (e.g., Home Collection or Appointments) will automatically be disabled. The system checks all active promotions for impacted tests when the setting is enabled and notifies the user accordingly to prevent booking errors.
How to Configure the Feature:
Admin Control: This setting can be enabled or disabled by admins with the necessary permissions. Once enabled, the restriction will apply across all branches and clients associated with the lab.
Confirmation Step: Before enabling the feature, a confirmation step will appear to prevent accidental changes.
Promotion Impact Check: The system checks active promotions for any conflicts with the restricted tests. If any promotions contain restricted tests, they will be automatically disabled. Admins will receive a notification about impacted promotions during activation.
Phlebo App Impact: The feature will restrict the available tests for Home Collection in the Phlebo mobile app. Appointments are not supported in the app, so no changes are needed for appointment-related bookings.
Benefits of the Feature:
Prevent Booking Errors: Restricts tests for Home Collection and Appointments to only those allowed, reducing booking errors and ensuring compatibility.
Promotions Compliance: Automatically disables promotions with restricted tests, ensuring only valid promotions are active for patients.
Clear Communication: When conflicts occur (e.g., a test is not allowed for a service), the system provides error messages that clearly indicate the issue and prompt the user to resolve it.
Examples:
Example 1: If the lab enables Home Collection for blood tests but restricts X-rays, a patient attempting to book an X-ray for Home Collection will receive an error message stating that X-rays are not allowed for Home Collection.
Example 2: If a patient tries to book a blood test (for Home Collection) and an X-ray (for Appointments), the system will prompt the patient to remove one of the tests before proceeding.
Example 3: If a promotion package includes a Home Collection blood test and an in-clinic X-ray, the promotion will be disabled once the setting is enabled because X-rays are not allowed for Home Collection.
Technical Details:
Impact on Existing Bookings: This feature only affects new bookings. Existing bookings will not be impacted by the restriction.
Promotion Validation: When the setting is activated, the system will automatically check all ongoing promotions for tests that are restricted. If any promotions include restricted tests, they will be disabled, and users will be notified.
Phlebo Mobile App: The feature will filter the list of available tests for Home Collection in the Phlebo mobile app. Appointments do not require any changes, as they are not supported in the mobile app.
Key Notes:
The feature is applied lab-wide and will be enforced across all branches and clients associated with the lab.
Only admins can enable or disable this feature.
The setting applies to new bookings, promotions, and Home Collection via the Phlebo mobile app, but does not affect existing bookings or third-party integrations.