Generate a Laboratory Billing Report

How-to Guide

This Report report not only lists lab tests but also translates complex protocol details into clear billing items, ensuring nothing is missed.

1. Introduction to Lab Report Generation 0:00

• Purpose: To show how to generate a lab report for billing in Clinials.

• Importance: This process fundamentally changes how sites protect revenue.

2. Selecting the Trial and Report Type 0:10

• Start by selecting the trial.

• Click on 'Report' and choose 'Lab Report for Billing'.

3. Understanding the Lab Report's Value 0:10

• The report lists every lab test in the protocol.

• It translates protocol complexity into billing clarity.

4. Extracting Protocol Information 0:33

• Protocols often contain lab frequency, timing windows, and conditional testing across multiple sections.

• Clinials extracts and structures this information into:

  • Lab assessments

  • Visit level frequency

  • Conditional and repeat labs

  • Safety vs. exploratory markers

  • Biomarkers tied to endpoints.

5. Converting Text to Chargeable Items 0:53

• The structured lab report converts narrative text into chargeable line items.

• This helps prevent underbilling due to ambiguous protocols.

6. Previewing the Generated Report 1:03

• After generating the report, open and preview it.

• The report includes:

  • A structured summary by lab category

  • A diagnostic overview.

7. Validating Sources with Citations 1:16

• Each section of the report includes citations.

• Click on a citation to be taken directly to the relevant section of the protocol for validation.

8. Customizing the Report 1:26

• The report allows for content editing.

• You can apply organizational branding and logos.

• Group tables according to team preferences.

9. Exporting the Report 1:38

• When ready, export the report as:

  • PDF

  • Word

  • Excel

• In Excel, the output is fully itemized with citation references and separated tables across tabs.

10. Importance of Structured Reporting 1:54

• The key question is whether sites can afford to manually interpret complex protocols for clean billing.

• This report provides structure, defensibility, and revenue protection directly from the protocol.

11. Conclusion 2:04

• The lab report generation process represents a significant shift in how sites manage billing and protect revenue.

Link to Loom

https://loom.com/share/e6cdab5b500d4c928d2ff785f06ddea8