> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up your lab
> The seven-step setup checklist for a new diagnostic lab workspace, what each step unlocks, and where to go for each one.
export const Path = ({steps = []}) =>
{steps.map((s, i) =>
{i > 0 ?
›
: null}
{s}
)}
;
export const Availability = ({editions = ['all'], plans, roles, note}) => {
const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
return
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
A new ClinikEHR Diagnostics workspace opens on the **Lab Station**. Work down the seven-step setup checklist and you finish with a lab that can price its tests, register a patient, receive a sample, run it, and get a report out. This section is one page per step.
## Where the checklist lives
Your lab has no **Get Started** entry in the sidebar. The checklist rides on every page instead, as a floating **Setup** pill in the corner showing **\{completed}/\{total}**.
Open it and you get **Getting Started**, a **\{n}% complete** bar, the seven steps with the next one to do at the top, and buttons to **Minimize** or **Dismiss** it. Steps matched to what you said you wanted are badged **For you** and gathered under **✨ Recommended for you**. There is also a **Refer a colleague — get 1 month free** link.
Progress updates live: finish a step anywhere in the app and the pill ticks without a refresh.
## The seven steps
| # | Step | Takes about | Ticks when |
| - | ------------------------------------------------------------------ | ----------- | --------------------------------------- |
| 1 | [Choose a plan](/lims/get-started/choose-plan) | \~2 min | An active or trialing paid plan |
| 2 | [Add your first test or panel](/lims/get-started/tests-and-panels) | \~3 min | Any service exists |
| 3 | [Register your first patient](/lims/get-started/first-patient) | \~1 min | Any patient exists |
| 4 | [Log your first sample](/lims/get-started/first-sample) | \~2 min | Any test request exists |
| 5 | [Add your first reagent](/lims/inventory/reagents) | \~3 min | Any inventory item exists |
| 6 | [Complete your lab profile](/lims/get-started/lab-profile) | \~3 min | Address, phone and email are all filled |
| 7 | [Invite a team member](/lims/get-started/invite-team) | \~1 min | A second person exists |
The order is a suggestion rather than a dependency chain, with two exceptions. Pricing has to exist before a sample can be billed, and a patient has to exist before a sample can be attached to anything.
Step 5, **Add your first reagent** — "Track reagents and consumables so you never run a bench dry" — opens **Reagents & Inventory**. Add the reagents each test consumes and completing a run draws that stock down on its own. See [Reagents and consumables](/lims/inventory/reagents).
## Full lab or collection centre?
Every site is registered as one of two kinds, chosen under **Site Type \*** when the workspace is created:
* **Full laboratory — testing on site** — accessions, screens, results and reports.
* **Collection center — samples drawn and referred to your lab** — registers and dispatches specimens only. Accessioning, screening and reporting are disabled there and a banner on the bench screens says so.
Each kind counts against its own plan allowance. Opening another site can return **You've reached your plan's laboratory limit (\{n}). Upgrade your plan or add a lab add-on to open another laboratory.** or, for a collection centre, **Your plan doesn't include collection centers. Upgrade to Professional or add a collection-center add-on.**
## What your plan decides
Diagnostics runs Starter Lab → Professional Lab → Business Lab → Enterprise.
| Plan | Adds |
| -------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Starter Lab** | Unlimited test requests, custom analytes and panels, chain of custody, reagent inventory with batch and lot tracking, expiry monitoring, low-stock alerts, purchase orders |
| **Professional Lab** | Turnaround-time dashboard, analyzer integration, quality control management, owner dashboard, modality integration, predictive reagent expiry-risk alerts |
| **Business Lab** | Referral network and commissions, multi-branch reports, advanced analytics, advanced inventory intelligence |
Seats are included at no extra cost up to your plan's cap — nothing is billed per seat, and the invite that would exceed the cap is refused with an offer of the next tier. See [Staff seats](/platform/plans/seats).
## Open a step
Start the 7-day trial, compare the four Diagnostics plans, and see what happens when the trial ends.
Price your work under Services, then define analytes, units, reference ranges and critical limits.
Create the record that samples, results and reports attach to.
Raise a test request and start the accessioning and results workflow.
Track reagents and consumables, with lots, expiry and low-stock alerts.
Name, address, phone and email — what appears on every report you release.
Send an invitation, pick a role and an access tier, and set who verifies results.
Test requests, accessioning, the bench queue, results, reports and turnaround time.