NEWPhlebio can automate mobile phlebotomy as well as mobile imaging operationsNEWPhlebio can seamlessly exchange order and results data with your LISNEWPhlebio has AI Chat Support and natural language functionalityNEWPhlebio can now re-optimize your route mid shift.NEWPhlebio can automate mobile phlebotomy as well as mobile imaging operationsNEWPhlebio can seamlessly exchange order and results data with your LISNEWPhlebio has AI Chat Support and natural language functionalityNEWPhlebio can now re-optimize your route mid shift.
Phlebio

Every step of your mobile phlebotomy operation, on one platform.

From order intake to lab delivery and reporting, Phlebio runs the complete lifecycle of a mobile healthcare visit — scheduling, dispatch, field workflow, results and audit, in one connected system.

One workflow, from the first order to the final report.

Phlebio connects clients, providers, patients, technicians, dispatchers and lab partners into a single cohesive flow. Here's every stage, in order.

Step 01 · Order intake

Every order lands in one queue.

Orders are created by internal staff, by client and facility users, through API integrations, or from automated parsers consuming external JSON feeds — lab or imaging, they all arrive in the same intake queue.

Create Lab Order
PATIENT INFO
ORDER INFO
DATE & ADDRESS
FULL INFO
Let's start with the patient information
SEARCH PATIENTS ADD PATIENT
Order Management 2 in queue
Order #Patient NameDate of SvcStatus
ORD-70008389Abhijit Mitra08/31/2026 Pending
ORD-70006364John Apple07/14/2028 Pending
ORD-70006201Maria Gomez06/02/2026 Scheduled
ORD-70005998Wei Chen05/19/2026 Scheduled
ORD-70005712Priya Nair04/28/2026 Scheduled
Manual & client entry

Staff, clients and facilities create orders directly.

API & parser intake

Automated feeds and integrations push orders in via HL7 or JSON LIS interface.

Lab & imaging orders

Blood draws, X-ray, ultrasound, EKG and more.

Step 02 · Validation & data mapping

Clean, mapped data before anything schedules.

Incoming order data is validated and normalized. Patient, provider, facility, client, insurance, diagnosis codes and test details are mapped into the system — with validation rules and parser mappings that adapt to the integration source and order type.

Incoming order HL7 · Redox
{ "pt": "mitra, abhijit", "dob": "7/24/90", "prov": "r. shah", "fac": "DTC Test", "payer": "bcbs 8841", "dx": "R79.1", "test": "cbc"}
Order type: Lab · rules per source
PARSE + RULES
Normalized record Validated
PatientAbhijit Mitra
ProviderDr. Rina Shah
FacilityDTC Test
ClientHome Health
InsuranceBCBS · #8841
DiagnosisR79.1 · ICD-10
TestCBC · 85025
Normalized on intake

Data validated and standardized automatically.

Insurance & Dx mapping

Diagnosis, insurance and test details linked.

Source-aware rules

Mappings differ per integration and order type.

Step 03 · Processing & scheduling eligibility

Each order routes to the right queue.

Once processed, an order enters the operational scheduling workflow — held for manual scheduling, routed into AI scheduling, moved to Home Health queues, or dispatched directly. Business rules gate the path; Self-Pay orders, for example, can be kept out of AI scheduling.

Active field orders today ▾
Order · LocationStatus
ORD-70008389
Abhijit Mitra · Fremont
En route
ORD-70006364
John Apple · San Jose
Scheduled
ORD-70008377
Cameron Brand · Modesto
Scheduled
ORD-70008401
Maria Diaz · Fresno
Scheduled
4 orders in field · 1 en route
Field Vision 1 en route
Google Map data ©2026
MapSatellite
Manual / AI / HH queues

Orders route into the workflow that fits.

Direct dispatch

STAT orders go straight to operations teams.

Business-rule gating

Configurable eligibility per order type.

Step 04 · Scheduling & assignment

The right tech, in the right window.

Scheduling combines manual dispatch, Home Health workflows, AI-assisted scheduling and territory / service-hub logic. Technician assignment weighs territory coverage, service-hub ownership, availability, modality and client-specific workflows.

Route scheduling
Territory & service hubs

Coverage areas and hub ownership drive routing.

AI-assisted scheduling

Automation with manual control where needed.

Availability & modality

Matched to technician skills and open windows.

Step 05 · Technician mobile workflow

Field teams work the visit from the app.

Once assigned, technicians receive the order in the mobile app and move it through operational statuses — Accepted, Confirmed, En Route, Arrived, Performed, Completed and Delivered — so the office always knows exactly where each visit stands.

Phlebio technician app
Mobile order delivery

Assignments land on the technician's phone.

Live status progression

Accepted through Delivered, tap by tap.

Specimen capture

Collection details recorded at the door.

Step 06 · Operational tracking

See every order in real time.

Dispatchers, schedulers, admins and client users monitor order progress live. The system keeps status history, scheduling actions, audit logs and technician activity throughout the entire order lifecycle.

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ScheduledPendingEn routeDelivered
Live route
Tech · J. Alvarez
1 en route
2 3 4 1 Google
MapSatellite
Abhijit Mitra· ORD-70008389
ETA 10:24
Maria Gomez· ORD-70006201
11:05
Wei Chen· ORD-70005998
11:40
Real-time dashboard

Order, technician and route status at a glance.

Status history

Every scheduling action and change recorded.

Role-based views

Each stakeholder sees what belongs to them.

Step 07 · Results & external data

Results flow back and attach themselves.

Order updates from external integrations, result files and JSON responses arrive through parser systems and third-party connections. Parsed results are validated and automatically associated with the corresponding order records.

Results and orders
Parser pipeline

Result files and JSON ingested automatically.

LIS & third-party

Bi-directional LIS and partner systems connected.

🔗
Auto-association

Validated and matched to the right order.

Step 08 · Reporting & automation

Reports that send themselves.

Phlebio generates operational reports — DON (Daily Operations Notification) summaries, scheduling reports and workflow tracking — through scheduled jobs, then distributes them automatically by email based on service hub, client or operational configuration.

Reports generated
1,404
Auto-emailed
782
On-time
99.8%
Service hubs
5
Reports by service hub
Auto-distribution volume
MAIN HUB
Houston Hub
San Antonio
Austin Hub
DFW Hub
Scheduled report jobs
Generated & emailed on schedule
DON summary
Daily 06:00 · all hubs
Sent
Scheduling report
Daily 18:00 · by client
Sent
Workflow tracking
Weekly Mon · ops
Queued
Client digest
Daily 07:00 · by client
Sent
DON reports

Daily operational summaries, generated for you.

Scheduled jobs

Automated generation, no manual export.

Auto distribution

Delivered by hub, client or configuration.

Step 09 · Audit, logging & historical tracking

Every action logged, from intake to delivery.

Workflow actions, scheduling activity, integration events and status changes are all recorded — for operational visibility, troubleshooting and healthcare compliance.

Complete audit trail

Order histories, scheduling actions and status changes captured end to end.

Integration events

Every parser run, API call and sync logged for troubleshooting.

Compliance-ready

Accountability and traceability required for healthcare operations.

Historical tracking

Full workflow history retained for reporting and review.

HIPAA · SOC 2 · HITRUST · BAA · HL7 / FHIR · role-based access control

Built for everyone in the loop.

The same workflow serves clients, providers, patients, field teams and lab partners — each with the view and controls they need.

Admin & staff

Full oversight of orders, technicians and configuration.

Technicians

Execute visits and update status from the mobile app.

Clients & providers

Create, edit and track orders for their organization.

Dispatch & support

Coordinate assignment and monitor operations live.

See the whole flow on your operation.

Walk through intake, scheduling, field workflow and reporting with your own orders in a guided demo.

Request a demo

See Phlebio in action.

Tell us about your operation and a specialist — operators since 2005 — will map the right plan and walk you through a live demo.

PHLEBIO Software — Propel Technology Services, Inc.
California, USA

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Consulting

Starting a mobile phlebotomy business?

Advisory from operators who’ve done it since 2005 — licensing, staffing, routing and go-to-market, mapped to where you are today.

PHLEBIO Software — Propel Technology Services, Inc.
California, USA

Let’s talk consulting.

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Request received.

Thanks — a Phlebio advisor will reach out within one business day to talk through your goals.