Comprehensive management of corporate clients, insurance panels, and institutional billing — all in one place.
The Panel & Corporate Client Management module is designed to streamline and automate your laboratory’s engagement with corporate accounts, insurance panels, third-party administrators (TPAs), and institutional clients. From customized rate contracts to detailed reporting, centralized credit billing, and performance dashboards — this module ensures seamless collaboration, efficient operations, and strong client relationships for both B2B and insured diagnostics workflows.
Corporate Client Master Setup
DOLab empowers you to manage unlimited corporate, TPA, government, or NGO clients with complete control. Store detailed client profiles including contracts, credit terms, and contacts, ensuring smooth account management. With panel-specific rate lists and package agreements, you can customize offerings for every client effortlessly.
- Store complete client profiles including contract details, credit terms, and contact persons
- Set panel-specific rate lists, package agreements, and test exclusions
- Categorize clients as corporate, TPA, government, or NGO
Panel-Wise Rate List Management
Tailor your pricing structures with DOLab’s panel-wise rate management. Define special pricing for individual tests, packages, or groups while adding service charges, courier fees, and taxes as per agreements. Automated validity controls ensure contracts are always up to date, reducing manual intervention and errors.
- Define special pricing per test or group of tests
- Apply service charges, courier fees, or VAT/GST as per client terms
- Set validity periods for rate contracts with automatic updates
Credit Billing & Limit Control
DOLab simplifies credit policies by automating billing and enforcing limits. Whether daily, weekly, or monthly, credit thresholds are applied per client, with auto-blocking when exceeded. Periodic or on-demand invoicing ensures complete financial control and eliminates billing disputes before they arise.
- Define monthly, weekly, or daily credit limits per client
- Auto-block new bookings if credit limit is exceeded
- Generate invoices periodically or on demand
Panel-Wise Test Booking & Routing
With DOLab, booking panel patients becomes seamless—rates, credit rules, and authorized tests are auto-applied per client. You can restrict test types or sources as per contracts, while API integrations with TPAs or booking portals streamline workflows. This reduces errors and speeds up patient registration.
- Auto-populate pricing, credit rules, and authorized tests based on selected client
- Restrict test types or sample sources per client contract
- Supports integration with online booking portals or TPA APIs
Panel-Wise Invoicing & Reconciliation
Generate accurate, client-specific invoices in just a click with DOLab. Invoices can be created by patient, department, service, or date range, with clear breakup of costs, discounts, and taxes. The reconciliation dashboard simplifies pending payments, dispute tracking, and settlement for complete transparency.
- Invoice by date range, patient, department, or service type
- Include breakup of tests performed, pricing, taxes, and credits
- Maintain reconciliation dashboard for pending payments and dispute resolution
TPA & Insurance Workflow Integration
DOLab seamlessly integrates with TPA and insurance workflows, handling eligibility checks, approvals, and claim submissions. From capturing authorization codes to uploading required documents, every step is digitized. Direct HIS or insurance software integration further reduces manual workload and speeds up claim settlements.
- Track TPA approvals, authorization codes, and service types
- Upload required documents and reports for claims
- Integrate with hospital HIS or insurance software via APIs
Package & Health Camp Management
Support corporate wellness initiatives with DOLab’s package and health camp management. Create bundled diagnostic packages for employees, wellness drives, or screening camps with centralized booking under employer codes. Consolidated reports and attendance analytics deliver maximum value for corporate campaigns.
- Create predefined diagnostic bundles for client campaigns
- Book multiple patients under one package or employer code
- Generate consolidated reports and attendance analytics
Panel-Wise Test Utilization & Trends
DOLab gives you a 360° view of client test utilization and trends. Track high-volume panels, referral patterns, and top-booked tests while analyzing discount impact. Export ready-to-present reports in tabular or graphical form to strengthen client reviews and business negotiations.
- View top tests booked per panel, visit trends, and referral patterns
- Track high-volume clients, discount impact, and service utilization
- Export graphical and tabular reports for account reviews
Alerts, Notifications & Approvals
Stay in control with DOLab’s intelligent alerts and approval workflows. Panels are auto-notified on invoice generation, limit breaches, or pending dues, while high-cost tests can be routed for approval before processing. This ensures accountability, timely follow-ups, and smooth client communication.
- Auto-notify panels on invoice generation or service limit breach
- Enable test approval workflow for specific high-cost diagnostics
- Send follow-up reminders for pending reports or overdue payments
Panel Dashboard & Client Portal Access
DOLab enhances client engagement with a dedicated dashboard and secure portal. HR or TPA managers can track bookings, invoices, and report statuses in real-time, with instant access to downloadable reports. This transparency reduces admin queries and strengthens client trust.
- Client-specific dashboard for bookings, invoices, and report status
- Secure login for HR/TPA managers to download employee reports and invoices
- Improve transparency and reduce administrative queries
Document & Contract Repository
DOLab secures all corporate contracts, agreements, and MOUs in a centralized digital repository. Attach rate sheets, communication logs, and set automated renewal reminders for complete compliance. With instant access during audits, you are always legally and operationally prepared.
- Attach PDFs of MOUs, rate sheets, and communication logs
- Record start/end dates, renewal alerts, and responsible personnel
- Ensure legal readiness and streamlined account audits
Business Benefits
- Attract and retain more corporate clients with efficient account handling
- Boost revenue by offering customizable packages and services
- Reduce billing disputes with automated credit control and reconciliation
- Improve client satisfaction through portals and real-time dashboards
- Ensure compliance with contract terms and corporate governance policies
DOLab Panel & Corporate Client Management – Smarter Partnerships, Seamless Control
The Panel & Corporate Client Management module of DOLab enables labs to build stronger relationships with corporate clients, TPAs, government bodies, and NGOs. With powerful contract handling, automated billing, and client transparency tools, it ensures higher efficiency, fewer disputes, and long-term trust.
Centralized Client & Contract Management
- Manage unlimited client profiles with complete contract details, credit terms, and authorized contacts.
- Define panel-specific rate lists, exclusions, and test packages for tailored client offerings.
- Store all agreements, MOUs, and legal documents in a secure digital repository with automated renewal reminders.
Automated Billing, Credit Control & Reconciliation
- Apply customized credit policies with daily/weekly/monthly limits and auto-blocks when exceeded.
- Generate error-free invoices by patient, department, or service type with clear cost breakdowns.
- Track pending payments, disputes, and settlements via a dedicated reconciliation dashboard.
Transparent Engagement & Client Self-Service
- Provide clients with a dedicated dashboard and secure portal to view bookings, invoices, and reports.
- Auto-notify panels about invoices, credit breaches, or report status for proactive communication.
- Enable HR/TPA managers to download consolidated reports and invoices, reducing admin queries.