We've just released some updates to how your Lab View dashboard looks. Here is a breakdown of the new tabs and features now available!
Centralized Payments Tab
Everything related to an ECP’s billing history and preferences is now located under one single, secure Payments tab. You can view individual payments, access past monthly statements, and review or adjust the account's autopay and partial pay settings all from one screen.
Unified Orders View
To simplify how you track jobs, we have combined Orders and Draft Orders into a single tab. You can easily switch your view between an ECPs submitted orders and saved drafts by using the button located in the upper right, next to Create Order.
New Settings Tab
Account settings have been moved to their own dedicated Settings tab. Use this section to update an ECP’s display name, manage their active account status, or assign the practice's sales rep.
New Feature: Autopay Disabled Message
In your general Settings, you can now configure a custom Autopay Disabled Message. If your lab has autopay policies, this allows you to write a specific notification that will instantly display to the ECP on their dashboard whenever they turn off autopay. It’s an easy way to ensure clear communication with your accounts.
Need Help?
If you have any questions about navigating the new tab layout, please reach out to our team at [email protected].