Every laboratory has its own operating context. Use this guide to structure a conversation, gather the right information and make implementation assumptions visible.
Start with the actual hand-offs
Begin by documenting who does each step, which information is needed, where decisions happen and how work moves to the next person. A clear current-state map creates a more useful basis for process change.
Agree status definitions
Agree what each status means and who can move work forward. Shared definitions make hand-offs and operational review easier to understand.
Make authorization explicit
Confirm who can view, enter, review and authorize information. The chosen model should reflect facility policy and the application's supported controls.
Measure data quality before dashboards
Use source records and agreed definitions when reviewing reports. Indicators are only as useful as their scope, data quality and interpretation.