Salesforce for diagnostic labs and pathology chains
Grow doctor referrals, run home collection without double-bookings, and tell patients the moment their report is ready.
Zime implements Salesforce for diagnostic labs and pathology chains. Our Lab Management System accelerator tracks doctor and B2B referrals, schedules home sample collection, shows report turnaround from collection to delivery, and sends report-ready alerts on WhatsApp — integrated with your laboratory information system (LIS).
What slows growth for diagnostic labs?
Most labs run strong testing operations but have little visibility into the business around them.
Referrals live in spreadsheets
There is no single view of which doctors and clinics send business, or who has gone quiet.
Home collection chaos
Phlebotomist slots get double-booked and pickups are missed.
Patients chasing reports
The front desk spends hours answering “Is my report ready?” calls.
B2B accounts without a pipeline
Corporate wellness programs and hospital tie-ups are tracked in email threads.
How does Salesforce help a diagnostic lab grow?
We connect Salesforce to your LIS so referral activity, collection schedules and report status sit in one place. Sales teams see which doctors to visit, operations see every booked slot, and patients and doctors are notified automatically when reports are ready.
Track every doctor, clinic and corporate account, and spot lapsed referrers early.
Book, route and confirm home collection slots without double-bookings.
Report status flows from your LIS, and patients and doctors are notified automatically.
What's included
Referral volume, visits and lapsed referrers at a glance.
Slot booking, phlebotomist routing and reminders.
Every sample tracked from collection to report.
Patients hear the moment their report is ready.
Pipeline for wellness programs and hospital tie-ups.
Performance across centres and franchise partners.
Queries and complaints tracked to resolution.
Promote packages to past patients who have given consent.
Business outcomes this solution is designed to improve
Every solution we build is shaped around the results that matter most to the business. Technology is the enabler, not the goal.
Salesforce for labs: FAQs
Do labs need Health Cloud, or is Sales Cloud enough?
Most labs start on Sales Cloud and Service Cloud. Health Cloud is worth adding only when you need clinical data models such as care plans or patient programs.
Can Salesforce connect to our LIS?
Yes. We integrate with your laboratory information system so sample status and report readiness flow into Salesforce automatically, without double entry.
Can patients receive report alerts on WhatsApp?
Yes. Report-ready notifications and secure links can be sent over WhatsApp directly from Salesforce.
How is patient data protected?
We design for India’s DPDP Act, HIPAA for US labs and local regulations in the Middle East, with role-based access, field-level security and audit trails.
See the Lab Management System on your workflows.
Schedule a 30-minute consultation. Tell us the outcomes you're working towards, and we'll show how Salesforce could support them.
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