---
title: Labs (New Client Card)
description: An overview of Labs in Pabau’s new Client Card — track requests on the Labs board, create lab requests, and review and share results with clients.
---

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# Labs (New Client Card)

## This article covers the fundamental aspects of using labs in Pabau. It includes instructions on how to create a lab request, review lab results, and share them with clients.

**Table of Contents:**

[1. Overview of Labs](https://support.pabau.com/en/pabau2/labs-2#overview)  
[2. How to Create a Lab Request](https://support.pabau.com/en/pabau2/labs-2#create)  
[3. How to Review and Share Lab Results](https://support.pabau.com/en/pabau2/labs-2#review)  
[4. How to Manage a Lab Request on the Client Card](https://support.pabau.com/en/pabau2/labs-2#manage)

---

 

### Overview of Labs

**Step 1: Open the Labs Page**

In the left sidebar, click **More**, then **Labs**.

![The More menu in the left sidebar with Labs highlighted](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-08-more-labs.png)

*Labs is in the More menu of the left sidebar*

**Step 2: Understand the Labs Page**

At the top of the Labs page, four summary cards give you an at-a-glance view of your current lab request status:

- **Awaiting results:** The number of requests currently out at the labs.
- **Overdue:** Requests that are stuck past their target turnaround time.
- **Abnormal unread:** Results that are flagged as abnormal and need to be reviewed.
- **Avg turnaround:** The average turnaround time for lab results.

![Labs page summary cards showing Awaiting results, Overdue, Abnormal unread and Avg turnaround](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-59-09-8500-PM.png?width=664&height=84&name=image-png-Jul-30-2026-01-59-09-8500-PM.png)

Below the summary cards, all lab requests are displayed in a Kanban-style **Pipeline** view, organised into four columns:

- **Backlog:** Lab requests that have been created but not yet submitted to a lab.
- **Requested:** Lab requests that have been sent to a lab.
- **Received:** Lab requests that have returned from the lab but have not yet been opened.
- **Reviewing:** Lab requests that have been received and opened for review.

![Labs Pipeline view with Backlog, Requested, Received and Reviewing columns](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-01-59-43-1634-PM.png?width=662&height=298&name=image-png-Jul-30-2026-01-59-43-1634-PM.png)

You can switch between the **Pipeline** and **Table** views using the toggle buttons at the top left, and search the board by client, test, or requester.

Use the **"Filter by requester"** dropdown to filter requests by staff member, or use the **"Options"** dropdown to adjust the board — including showing the **Sent** column, importing a result, or opening the **Lab queue**.

Click **"Lab Inbox"** to view incoming lab results, and **"Create Request"** to start a new lab request directly from this page — search for the client to begin.

![Labs page toolbar with the Pipeline and Table toggle, search, requester filter, Options, Lab Inbox and Create Request](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-02-00-52-2849-PM.png?width=670&height=225&name=image-png-Jul-30-2026-02-00-52-2849-PM.png)

**Step 3: Read the Lab Request Cards**

Each card in the Backlog and Requested columns shows the client’s name, the lab test codes, the staff member who made the request, and — for older requests — a counter showing how many days the request has been in that column. If a request is overdue, a **"Stuck"** warning will appear on the card.

In the Received and Reviewing columns, cards also show the result status (for example, **Normal** shown as a green pill, or an **ABNORMAL** tag), the lab name, and the date the result was received.

Click any request card to open a side panel with the full request details — its status timeline, test codes, requester, results, and internal notes. Click the client’s name on a card to jump straight to their client card.

Each column can be sorted using the **"Longest in column"** dropdown to prioritise the oldest requests.

![Lab request cards showing the client name, test codes, requester and days in column](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-02-03-48-2175-PM.png?width=670&height=232&name=image-png-Jul-30-2026-02-03-48-2175-PM.png)  
If you have a [lab integration](https://support.pabau.com/en/pabau2/how-to-set-up-the-tdl?hsLang=en) set up, lab requests will move through the columns automatically. Otherwise, you can manually drag and drop them between stages. While dragging, a **"Drop here to cancel"** zone appears at the bottom of the board — drop the card there to cancel the request.

---

 

### How to Create a Lab Request

**Step 1: Open the Create Menu**

1. Open the client's card. Type at least three letters of their name in the search bar at the top of the page.
2. Click the **+** button in the bottom right corner of the client card.
3. Choose **Order labs**.

![The client card Create menu with Order labs marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-06-create-order-labs.png?v=2)

*Order labs starts the lab request wizard*

**Step 2: Follow the Lab Request Wizard**

Choose a lab (or **Custom request** for any other laboratory), then work through the steps across the top of the wizard: **Select lab**, **Catalogue**, **Print** and **Send**. A **Pricing** step appears only when a test isn't linked to a priced service yet, and clinics in the United States also add **Diagnosis codes**. The request appears in the **Backlog** on the Labs page until it is sent.

**TIP:** For every option in the wizard, including Multi Lab orders, repeating a past request and ordering directly from Quest, see [How to Create a Lab Request (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-lab-request-0?hsLang=en).

 

---

### How to Review and Share Lab Results

**Step 1: Open the Labs Page**

In the left sidebar, click **More**, then **Labs**.

![The More menu in the left sidebar with Labs highlighted](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-08-more-labs.png)

*Labs is in the More menu of the left sidebar*

**Step 2: Locate the Lab Result**

Check the **Received** column to find the lab result you want to review.

![Received column on the Labs page showing a returned lab result](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-03-05-53-2894-PM.png?width=628&height=199&name=image-png-Jul-30-2026-03-05-53-2894-PM.png)

**Step 3: Review the Lab Result**

Once you have found the result you want, click the client’s name on the request card to open their client card. It opens on the **Lab Tests** section, focused on that request.

![Client card open on the Lab Tests section focused on the lab request](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-03-07-31-3707-PM.png?width=410&height=265&name=image-png-Jul-30-2026-03-07-31-3707-PM.png)

**NOTE:** If a test result is abnormal, the test name is highlighted in red, and the request shows an abnormal-results badge, to draw attention to it.

Click the expand button on the far right of the request to open the results for detailed review. This also moves the request to the **Reviewing** stage.

![Lab request row with the expand button on the far right](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-31-2026-08-04-44-9400-AM.png?width=657&height=97&name=image-png-Jul-31-2026-08-04-44-9400-AM.png)  
Each individual test row shows:

- **Test name:** Displayed on the left.
- **Visual range bar:** A colour-coded bar showing where the result falls within the reference range. The green section represents the normal range and the red sections represent out-of-range values. A marker on the bar shows exactly where the client’s result sits.
- **Reference range:** The expected normal range for that test (for example, 130-170).
- **Unit:** The unit of measurement (for example, g/L).
- **Result value:** Shown in green if normal. If the result is abnormal, the test name is highlighted in red and a **"High"** or **"Low"** label appears next to the value.

![Expanded lab results showing range bars, reference ranges, units and result values](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-31-2026-08-14-01-9371-AM.png?width=658&height=201&name=image-png-Jul-31-2026-08-14-01-9371-AM.png)

**Step 4: Share Lab Results**

Click the **three-dot menu** on the right of the request. From here you can **Print** the results or choose **"Send as email"** to email them to the client as an attachment.

![Three-dot menu on a lab request with Print and Send as email options](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-31-2026-08-16-24-4238-AM.png?width=281&height=252&name=image-png-Jul-31-2026-08-16-24-4238-AM.png)   
Alternatively, hover over the request and click the **Share** icon to choose who to share the result with.

![Share menu on a lab result](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-31-2026-08-15-47-7193-AM.png?width=311&height=223&name=image-png-Jul-31-2026-08-15-47-7193-AM.png)

**Step 5: Share via Email**

Another way to share lab results with a client is by inserting them into an email.

When composing an email, use the **"Client Record"** option in the toolbar at the bottom of the composer, then choose **Labs** and select a result to insert it into the email before sending.

![Email composer with the Client Record menu open on Labs](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-07-client-record-labs.png?width=543&height=443&name=445319519442-07-client-record-labs.png)

With the Labs feature fully set up, your team can manage the entire lab workflow from one place - creating requests, tracking progress through each stage, and reviewing results with a clear visual view of what’s normal and what needs attention. Keeping lab records in Pabau ensures every result is tied to the right client and accessible whenever it’s needed.

 

---

### How to Manage a Lab Request on the Client Card

On the client's card, select **EMR** (labelled **Chart** on US accounts) and open **Lab Tests**. Each request has a three-dot menu on the right with the actions for that request.

**Step 1: Assign a Lab Request**

Each request has an assigned staff member: the person responsible for following it up. When a result comes back from a connected lab, Pabau notifies the assigned staff member and the person who ordered the test, if they have the **Lab result received** notification switched on in their notification settings.

1. Click the three-dot menu on the request.
2. Click **Assigned:** at the top of the menu. It shows who has the request now, or **Unassigned**.

![A lab request's three-dot menu with the Assigned: header at the top marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-01-assigned-menu.png)

*Assigned: at the top of the request's menu*

1. In the **Assign lab request** window, type a name in **Search staff**. The person who has the request now is marked **Current**.
2. Click the staff member you want. Pabau confirms with *"The assigned user was updated"*.

![The Assign lab request window with Search staff and a staff member marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-02-assign-modal.png)

*Pick who the request is assigned to*

**Step 2: View the Lab Order**

Until the result comes in, you can open the order exactly as it went to the lab. It's handy when the lab calls with a question about an order.

1. Click the three-dot menu on the request.
2. Choose **View lab order**.

![A lab request's three-dot menu with View lab order marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-05-view-lab-order.png)

*View lab order shows the order as it was sent*

The order opens under the request, laid out the way it prints with your clinic's lab order template. It includes details such as the order number and date, the lab and your account numbers, the client's details, the ordered tests with their lab and CPT codes, any clinical details (for example fasting and when the sample was taken) and who the lab should bill. Click the expand button on the right of the request to close it again.

**NOTE:** Once results are in, the menu offers **See results** instead, and the expand button opens the results.

**Step 3: Add Notes to Results**

When a request has a result, a **Notes** button appears on it. Use it for your interpretation of the results or the follow-up plan.

1. Click **Notes** on the request.

![A lab request with a result, with the Notes button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-03-notes-button.png)

*Notes appears once a result is in*

1. In the **Result notes** window, type your notes under **My Notes**. Click **+ Add a macro** to insert one of your saved text macros.
2. Click **Save**. Pabau confirms with *"Notes saved"*.

![The Result notes window with notes typed under My Notes and the Save button marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/445319519442-04-result-notes.png)

*Notes are saved against the result*

Your notes appear on the **My Notes** page of the advanced results report (the **Results & Insights** print option).

**TIP:** The same menu lets you print the request, send it as an email, share it securely, link or change the appointment it belongs to, and cancel it. Cancel is only offered until a result has been received.

**What's next?**

- [How to Create a Lab Request (New Client Card)](https://support.pabau.com/en/pabau2/how-to-create-a-lab-request-0?hsLang=en)
- [How to Print and Send Lab Results (New Client Card)](https://support.pabau.com/en/pabau2/how-to-print-and-send-lab-results-new-client-card?hsLang=en)
- [How to Import Lab Results Using AI (New Client Card)](https://support.pabau.com/en/pabau2/how-to-import-lab-results-using-ai-new-client-card?hsLang=en)

---

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