How to Create a Lab Request (New Client Card)

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account. In the search bar at the top of the page, type at least three letters of the client’s name and select them to open their client card.

Step 2: Open the Create Menu

Click the "+" button in the bottom right corner of the client card. From the Create menu that appears, select "Lab request".

Step 3: Select a Lab

The "Lab request" wizard will open, showing five steps across the top:

Select lab, Catalogue, Form, Print, and Send.

On the first step, choose the laboratory you want to send the request to. Labs are organised by country — use the filter chips at the top (All, UK, US, AU, and others) to narrow the list to labs available in your region.

Click a lab to select it and continue. If the lab isn’t connected yet, clicking it opens a short setup wizard so you can link it first. You can also click "Manage lab integration" at the top of the step to open your lab settings.

Two additional options are also available:

• Custom request: Pick any lab form and build a request you can send to any laboratory, even one not listed.
• Request past results: Emails the client to request prior blood test results from outside the system.

Step 4: Select Tests from the Catalogue

The second step of the wizard is Catalogue, where you select the tests to include in the request.

Use the search bar to find a specific test, or browse using the filters — Health category, Sample type, and Category. You can also tick "Only show favorites" to see only starred tests, or switch between the List and Form views.

Your clinic’s own items appear under My tests, My panels, and My templates, while the selected lab’s standard panels and tests appear under Lab panel and Lab test.

Click "Add to plan" next to each test or panel you want to include. You can also click "Build panel or template" to create your own groupings — this opens a dropdown with three options:

• Custom test: Add a one-off test with its own code and price.
• Custom panel: Group biomarkers from one lab company.
• Template: Group panels, specialty labs, and products from multiple companies.

Once you’ve added all the required tests, click "Continue".

Step 5: Complete the Form

The next step is Form, where you choose the lab request form to use. You can search by name or browse all available forms. Each form shows who created it, when it was last completed, and when it was last modified. If the selected lab already has a linked request form, it’s selected for you automatically.

Click a form to open it, then complete the required details and save it. Saving the form creates the lab request.

Step 6: Print (Optional)

Once the form is saved, the lab request is created and added to the Backlog on the Labs page. The Print step then asks what you would like to print before sending. Choose from the following:

• Request Form: Print the standard lab request form.
• Request (Barcode): Print a barcode for the request.
• Request Form (Labcorp): Print a Labcorp-specific request form.
• Labels: Print labels for the samples.

Select an option and click "Print". If you don’t need to print anything, click "Skip" to proceed directly to the Send step.

Step 7: Send the Request

The final step is Send, where you review the request and choose how it reaches the lab. The screen shows the selected laboratory, the tests in the request, and the delivery method. For a custom request, you also choose the laboratory from a dropdown here. Review all details before sending.

Click "Send request" to submit the lab request to the lab. For labs that receive requests by email or fax, the button reflects the chosen delivery method (for example, "Send by email").

By following these steps, you can create a complete lab request that’s tracked against the client’s record from the moment it’s sent.