In-office phlebotomy

In-office phlebotomy allow you to collect patient blood samples at your clinic for eligible lab tests instead of sending patients to a draw site. This feature lets you:

• Enable in-office phlebotomy in your clinic settings
• Order supplies or specialty kits for blood collection
• Select in-office phlebotomy when building a lab plan
• Access phlebotomy instructions and schedule specimen pickup

Depending on the test, you may need in-office supplies (like tubes, needles, or equipment) or specialty kits that include all required collection materials.

Enabling in-office phlebotomy

After registering for labs, in-office phlebotomy must be enabled in your clinic settings.

1. Go to Settings.
2. Select Labs.
3. Toggle In-office phlebotomy on.

4. Review and confirm your clinic information.
5. Save your changes.

Once enabled, you’ll be able to select in-office phlebotomy when building lab plans.

Ordering in-office supplies or specialty kits

Before completing an in-office phlebotomy, ensure your clinic has the required materials in stock.

To place an order:

1. Go to Shop wholesale.
2. Select Lab supplies.
3. Use the toggle to choose In-office supplies or Specialty kits.

4. Search for an item or use filters to narrow results.
5. Click Add to cart and complete checkout.

For guidance on activating and managing specialty kits, see In-office lab kits.

Shipping and order details

You can order in-office supplies, specialty kits, and supplements together in a single wholesale order.

Paid supplies count toward the $250 free shipping threshold for products. Ordering five or more specialty kits qualifies for free shipping.

Supplies and kits may ship separately. If minimum thresholds aren’t met for each category, separate shipping charges may apply.

To track your orders, go to Shop wholesale → Orders.

Building a plan with in-office phlebotomy

Once you have the required materials, you can build and send a plan to your patient:

1. Open or create a patient plan.
2. Add a lab from the Lab catalog.
3. On the Review plan page, under Sample collection, select In-office phlebotomy.

4. Enter the Expected collection date.
5. Choose who is paying for the order.
6. Select Send to patient.

Viewing phlebotomy instructions

Phlebotomy instructions are available in two places, depending on where you are in your workflow.

Before checkout, select View phlebotomy instructions on the Review plan page to preview collection guidance for the ordered test.

After an order has been placed, go to Labs → Orders, select the order, and under In-office sample collection, click View phlebotomy instructions.

These instructions include:

• Patient preparation requirements
• Required supplies
• Tube labeling instructions
• Order of draw and inversion guidance
• Information on scheduling specimen pickups

Patient experience

If the patient is paying for the lab order, they’ll complete checkout through their Fullscript account as usual. If you’re collecting payment in-office, checkout is completed during the visit.

Patients can view their lab order details and any available preparation instructions from their Fullscript account once the order has been placed.

For an overview of the patient lab experience, refer to Lab testing with Fullscript explained.