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# CrelioHealth LIMS Features

##### ## Lab Informatics (8)

Instrument Management

Tracks location and usage of lab equipment, and keeps record of instrument maintenace dates

ELN Support

Supports and/or facilitates integration with electronic lab notebooks (ELN) for data tracking

Workflow Management

Automates and optimizes workflows and tasks, minimizes human error, simplifies communication

Billing Management

Handles the finances (billing, invoicing, and other fiscal responsibilities) of a laboratory

Order Management

Manage and track customer orders for goods, investments, or any other purchases

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Configurable Workflow

Configure existing workflows to meet your organization's needs

Decision Support

Tools that provide relevant information at specific times to support judgments and courses of action

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##### ## Chain of Custody (12)

Sample Management

Collects, stores, inspects, and tracks samples and sample inventory by ID and/or barcode

Data Warehouse

Aggregates, stores, and manages lab data for analysis and reporting

Inventory Management

Registers, logs, and tracks materials, resources, equipment, and other items used by and in a laboratory

Document Management

Supports and/or integrates into a document repository (scientific data management system) to streamline data share

QA/QC

Helps laboratories meet regulation and compliance measures

Resource Management

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Data Storage Management

Manage and store data in a database

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Specimen Management

Manage, track, and examine the material collected from individual patients

Patient Records Management

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Quality Control Management

Track and manage all activities and tasks necessary to maintain a desired level of quality

Lab Order Management

Submit and track requests for laboratory tests

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##### ## Resource Management (3)

Inventory Control

Monitors the existence and usage of lab supplies, reagents, equipment, and instruments

Inventory Management

Manages stock levels, creates stock alerts, creates new orders, facilitates purchase orders

Health & Safety

Facilitates the creation and management of procedures and training for handling or working with substances in a safe manner

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##### ## Operations Management (3)

Records Maintenance

Generates auditable reports that identify and analyze lab resource data

Excel Data Import

Supports the upload of Excel-based inventory into the system database

User Access Settings

Sets up differing levels of user access to the inventory database

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##### ## Lab Management (15)

Instrument Integration

Integrates with all necessary medical lab equipment for testing.

Test Workflows

Automates test processing to ensure appropriate compliance and review steps are assigned accordingly, without delaying results.

Order Processing

Receives test orders from providers or patients via booking portals or EMR/EHRs.

Specimen Management

Tracks all specimens throughout their entire life-cycle and associates patient data with each sample for audit trails.

Staff Scheduling and Permissions

Helps manage lab staff schedules and keep user-based access permissions.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Calibration Management

Schedule the calibration of instrumentation and maintenance requirements

Document Management

Store, manage, and track all electronic documents in a centralized location

Data Storage Management

Manage and store data in a database

Inventory Management

Track and manage inventory levels to maintain proper supply

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Lab Order Management

Submit and track requests for laboratory tests

Rules-Based Workflow

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Configurable Workflow

Configure existing workflows to meet your organization's needs

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##### ## Business Management (5)

E-Commerce Tools

Provides tools to set-up e-commerce, such as websites, loyalty programs, and marketing features.

Multi-Site Support

Allows multiple laboratories to be managed under one central platform.

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Business Intelligence

Offers analytics and reporting tools to monitor laboratory health and identify inefficiencies.

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

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##### ## Clinical Tools (9)

Modality Support

Supports testing workflows for a variety of different clinical lab specializations, such as hematology, genetics, and toxicology.

Revenue Cycle Management

Assists with revenue cycle, including claims coding, insurance verification, and patient eligibility screening.

EMR/EHR Interface

Connects to electronic health records to field provider requests, collect necessary patient data, and update patient records.

Patient Billing

Processes payments for tests either natively or via integration with medical billing software.

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Order Management

Manage and track customer orders for goods, investments, or any other purchases

Workflow Management

Create, design and manage workflows for repetitive tasks

Records Management

Ability to record, store, update, and retrieve information

Fax Management

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##### ## Agentic AI - LIMS (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Decision Making

Makes informed choices based on available data and objectives

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Lab Instruments Integration

Connect with and exchange information with instruments in the laboratory that perform tests and monitoring

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##### ## Additional Functionality (133)

Electronic Laboratory Notebook

Built-in Electronic Laboratory Notebook tools or integration with third-party ELN solutions

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Document Storage

Store and organize documents in a centralized system

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Barcode Printing

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Real-Time Reporting

Active reporting of data and metrics

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Real-Time Monitoring

Active monitoring of systems, applications, or networks

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Visualization

Graphical representation of data

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Summary Reports

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable Fields

Customize data fields to support various needs and use cases

API

Application programming interface that allows for integration with other systems/databases

EDI

Transfer of data from one computer system to another

Electronic Signature

Digitally sign online documents

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Quality Control

Ensure that quality requirements and standards are met across production processes

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Certification of Analysis

Generated authorized documentation that provides material information and results of laboratory analyses

Secure Data Storage

Securely stores data to prevent data loss or breaches

Quality Assurance

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Data Import/Export

Import and export data to and from software applications

Customizable Reports

Alter the layout and content of reports

Activity Tracking

Track and document all activities across devices, networks, and other systems

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Barcode Recognition

The ability to identify a barcode on or within an image or packaging

Barcoding/RFID

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Patient Portal

Online portal where patients can access information such as health records, treatment plants, etc.

Test Panels

Predetermined group of medical tests that help diagnose a condition

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Real-Time Data

Receive data and information in real time

Quality Control

Ensure that quality requirements and standards are met across production processes

Customizable Reports

Alter the layout and content of reports

Data Import/Export

Import and export data to and from software applications

Barcode Printing

EMR/EHR

Create and securely store digital patient records

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Scheduling

Plan availability and assign specific time slots for tasks and resources

Electronic Signature

Digitally sign online documents

Activity Tracking

Track and document all activities across devices, networks, and other systems

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Summary Reports

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Secure Data Storage

Securely stores data to prevent data loss or breaches

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Test Panels

Predetermined group of medical tests that help diagnose a condition

Document Storage

Store and organize documents in a centralized system

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Data Security

Protect sensitive data for digital privacy

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

API

Application programming interface that allows for integration with other systems/databases

EDI

Transfer of data from one computer system to another

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Real-Time Reporting

Active reporting of data and metrics

Barcoding/RFID

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Quality Assurance

Systematic evaluation of various aspects of a project or service to prevent defects or issues

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

HL7 Support

Supports Health Layer 7 (HL7) data formats used in healthcare applications

Workflow Management

Create, design and manage workflows for repetitive tasks

3D Imaging

Representation of any object in 3D

Forms Management

Store, manage and track all forms in a centralized location

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Diagnostic Reports

Reporting completed by clinicians that summarizes health/medical diagnoses

Voice Recognition

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Secure Data Storage

Securely stores data to prevent data loss or breaches

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Document Storage

Store and organize documents in a centralized system

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Backup and Recovery

Create backups and provide methods to recover deleted/lost data

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Archiving & Retention

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Charting

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Customizable Reports

Alter the layout and content of reports

Mobile Access

Access software remotely via mobile devices

Scheduled/Automated Reports

Set a time to generate routine reports automatically

Patient Portal

Online portal where patients can access information such as health records, treatment plants, etc.

Claims Management

Process of submitting and following up on claims with insurance companies

Electronic Signature

Digitally sign online documents

Compression

Reduction in the number of bits needed to represent data

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Comparison View

View and compare images, studies, etc., to track changes over time

Non-DICOM Imaging Support

Supports non-DICOM (Digital Imaging and Communications in Medicine) imaging formats

Physician Portal

Online portal that allows physicians to refer patients, order exams, and/or view patient records & images

View, Download, Transmit

Securely view, download, and/or transmit patient records

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Multi-Location

Manage and support multiple locations

Medical History Records

Records of patients' medical history

Imaging and X-rays

Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes

API

Application programming interface that allows for integration with other systems/databases

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Payment Processing

Accept, record, and reconcile financial transactions

Image Fusion

Patient Communications

Allow communication between the company and patients via messages, SMS, emails, phone, and more

IVR

Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response

Image Analysis

Evaluating and identifying the fundamental components in an image for extracting medical information.

For Medical Purposes

Intended for medical use such as diagnosis, treatment, and consultation

EDI

Transfer of data from one computer system to another

Patient Scheduling

Book and manage patient appointments and follow-ups

Resource Management

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

EMR HL7 Bridge

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Scanning Input

Patient Management

Managing and tracking patient health, progress, communication, and treatment plans

PACS Integration

Ability to integrate with picture archiving and communication system to store diagnostic imaging files.

Document Management

Store, manage, and track all electronic documents in a centralized location

Patient Records Management

Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details

Wait List Management

Record, update and manage waiting lists

DICOM Modality Worklist

Exchange of patient demographic data between medical imaging devices and clinical solutions.

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