Professional Workflow &
Task Standards
This comprehensive guide defines the clinical and operational business logic for phlebotomists within the eProbatio ecosystem. Adherence to these steps ensures diagnostic integrity and facilitates automated financial settlement.
Standard Operating Procedure (SOP) Lifecycle
1. Prep
2. Verify
3. Clinical
4. Label
5. Logistics
6. Finish
Pre-Visit Preparation & Equipment Audit
Order Intelligence
Access the Phlebotomist Dashboard to review specific "Draw Instructions" for the panel. Verify if the patient has received their Blood Collection Tube kit or if you must provide all materials.
Equipment Checklist
- Correct color-coded tubes (SST, EDTA, etc.)
- Centrifuge (if required)
- Biohazard secondary packaging
- UPS GROUND Return Label
Business Rule:For tests requiring fasting, phlebotomists must call the patient 1 hour before arrival to confirm compliance.
Patient Arrival & Identity Verification
Verification is the most critical step to prevent "Wrong Patient" errors in the lab. Failure to verify patient ID is grounds for immediate termination from the platform.
The 3-Point Check
1. Physical ID
Verify Driver's License or Government ID.
2. Verbal DOB
Ask patient to state their date of birth.
3. App Match
Confirm all data against the app order.
Note: Tapping "Arrived" in the app creates a permanent geo-stamped timestamp for administrative efficiency and safety tracking.
Clinical Collection (The Draw)
Order of Draw
Strictly adhere to CLSI standards to prevent additive cross-contamination. Incorrect order of draw invalidates the entire sample.
App-Guided Checklist
The phlebotomist app provides real-time guidance on tube requirements and volume needs to eliminate re-draws and patient inconvenience.
Logistics & UPS Barcoding
eProbatio uses a high-integrity logistics tracking system to ensure samples never "go dark."
Scan Tracking
Scan the UPS GROUND label directly into the workflow to sync tracking.
Logistics Integrity
Sample tracking is shared in real-time between phlebotomist and patient dashboards.
Finalization & Settlement
Marking a visit as "Completed" triggers several critical automated events in our system.
Patient notification sent via SMS/Email.
Fee queued for ACH Settlement (Weekly Payout).
Drop-off at UPS location confirmed by carrier scan.