LabX DS

LABX DIAGNOSTIC SYSTEMS

Sample Volume Report Dashboard

💾 Stored Data Available

Specimens

Accounts

Uploads

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Date Range

📊

Upload Your Data File

Drag & drop your Excel or CSV export file here, or click to browse

Supported: .xlsx, .xls, .csv · Required columns: Accession No, Account Name, Services, Sample Type, Sample Accession Date (or Order Date)

Total Specimens

Unique accession numbers

Active Accounts

Unique accounts

Avg Daily Specimens

Across business days

Projected Monthly

Based on current pace

Toxicology

Screening & Confirmation

Urine Tox

Urine specimens

Blood Tox

Blood specimens

Avg Daily Tox

Per business day

Phlebotomy

Blood / Serum panels

Avg Daily Phlebotomy

Per business day

Other Lab Tests

Non-tox / non-phle

Toxicology vs Phlebotomy

Volume by Sample Type

Top Accounts by Specimen Volume

Monthly Trend

Daily Specimen Volume

Daily Detail by Account

Unique specimens per day · click headers to sort

Weekly Specimen Volume

Weekly Summary by Account

Monthly Volume with Projection

Actual

Projected

Toxicology

Phlebotomy

Monthly Summary by Account

💡 Projected = Avg Daily Specimens × Business Days in Month

Yearly Specimen Volume by Account

Yearly Summary

Specimens by Test Category

Service Distribution

All Services — Specimen Volume

Sales Rep Leaderboard

Breakdown by Rep

Unassigned Accounts

Accounts in your data that don't match any sales rep in the mapping.

All Records — Troubleshooting View

Upload History

No upload history

⚠ Danger Zone

Clearing data permanently removes all stored records from this browser. Source files are not affected.

Sales Rep Account Assignments

Add or update account-to-rep assignments. These are saved in your browser and layered on top of the built-in mapping.

ACCOUNT NUMBER

ACCOUNT NAME

SALES REP

No custom assignments yet. Unassigned accounts will appear in the Leaderboard tab.

Sample Volume Report

Upload data to generate report

From: To: Group By: Sort By:

Total Specimens

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Toxicology

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Phlebotomy

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Active Accounts

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Avg / Account

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Sample Volume Summary

No data — upload a file to generate the SVR

By Sales Rep

No data

By Test Class

📋

Holds List

Upload your LIMS Insurance Report to generate the holds list, broken out by rep and account.

📂

Drop Insurance Report here

.xlsx or .xls — LIMS export with Comments column (CR)

Holds Dashboard

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🏆 Bonus Threshold: Each rep needs 93% specimen clearance for their bonus. Clearance = (Total Specimens − Active Holds) / Total Specimens

📂 Drop next Insurance Report here to add new holds (duplicates skipped automatically) or click to browse

👤 User Management

💰 Profitability Analysis

Select a period to view profitability data

Period: Sort:

Total Revenue

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Net Income

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Total Samples

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Avg Rev / Sample

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Accounts

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Account Rankings

🟢 Rev/Sample > avg 🟡 50–100% of avg 🔴 < 50% of avg

Top 15 Accounts by Revenue

Top 15 by Rev / Sample

Revenue Concentration

Above / Below Average Rev/Sample

Accounts with Samples but $0 Revenue

Account Revenue

NetSuite income statement data by account

Total Revenue

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Gross Profit

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Net Profit

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Total Expenses

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Avg Rev / Sample

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NetSuite API Integration

Token-Based Authentication (TBA / OAuth 1.0a). Credentials are stored encrypted on the server.

Not configured

Credentials

Account ID

Consumer Key

Consumer Secret

Token ID

Token Secret

SuiteQL Query

Query to pull income statement data by account. Results should return columns: account_num, account_name, period, lab_samples, revenue, contractual_adj, gross_profit, net_income

Setup steps:
1. In NetSuite: Setup → Integration → Manage Integrations → New. Enable Token-Based Authentication.
2. Setup → Users/Roles → Access Tokens → New. Assign to an Integration and an Employee.
3. Copy Account ID from Setup → Company → Company Information.
4. Enter credentials above and click Test Connection.
5. Write a SuiteQL query that returns the required columns, save, and click Sync Now.

PA Records

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Status	Patient	Accession #	Account	Insurance	Deadline	PA Code	Expires	Initials	Files	Actions
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Add New PA

Fill in the fields below to create a new prior authorization record.

📎 Attachments

📎

Click to upload or drag & drop files here

Max 50 MB per file

Upload a CSV/TSV file or paste tab-separated data

Column Mapping

Adjust if any columns were not detected correctly.

Clinic Accounts

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Patients

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Accessions

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Connecting…

Open LIMS ↗

💾 Stored Data Available

Upload Your Data File

⚠ Danger Zone

📁 File Storage

Insurance Authorization Rules

Team Members

💾 Stored Data Available

Upload Your Data File

Add New Data

⚠ Danger Zone

📁 File Storage

Insurance Authorization Rules

Team Members