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Last modified: April 3, 2026

Managing labs settings

Providers

The Labs settings page lets store owners manage key preferences for their practice’s lab workflows in one place. From here, you can control how your team handles phlebotomy, results sharing, billing, and ordering access.

To access Labs settings, click Labs in the left-hand navigation, then click Labs settings.

Labs settings page showing Payment, Ordering access, Phlebotomy, and Results sections.

Note:

Only the store owner can manage Labs settings. Changes made here apply across your entire team.

Payment

The Payment section lets you set custom fees and choose how lab orders are paid for by default.

You can set a default payment method for your team, choosing whether patients pay online or your practice pays upfront. You can still adjust this for individual plans.

You can also enable custom fees to charge for additional services, such as test interpretation or consultations. These fees are added to lab orders and paid by patients at checkout.

Labs settings Payment section with default payment options and custom fees settings.

Ordering access

The Ordering access section determines how lab orders are authorized within your practice.

If your team includes practitioners with limited ordering access, you can assign a signing practitioner to review and authorize lab orders on their behalf.

Ordering access section showing signing practitioner settings and practitioner access list.

Phlebotomy

This section includes two settings:

  • In-office phlebotomy: Enable this setting for clinics that collect samples on-site.
  • Preferred phlebotomists: Add trusted phlebotomists for specialty lab kits and Access Medical Labs so they appear as the default option for patients during checkout.

Preferred phlebotomists appear as the default option for patients during checkout when enabled.

Phlebotomy section showing in-office phlebotomy toggle and preferred phlebotomists list.

Results

The Results section controls how lab results are shared with patients.

You can choose to automatically share results and interpretations when they’re available, or set a delay to review and edit them before they’re sent.

Results section with Share results automatically toggle and timing dropdown.
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