FAQ

Frequently asked questions

Straight answers about how the platform works, what it costs, how your data is separated from every other business, and what is still being finalised.

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Getting started

What exactly is Phlebotomy Software?

It is subscription software for independent phlebotomists, mobile phlebotomy companies and mobile laboratory service businesses. You use it to take bookings, schedule and dispatch work, manage staff and patients, collect payment and understand your business. We are a software company — we do not perform blood draws.

Who is it designed for?

Primarily independent mobile phlebotomy business owners and owner-operators. It also fits mobile phlebotomy companies with several phlebotomists, specimen collection companies, mobile lab service businesses and organisations managing field phlebotomy teams.

Do I need to be a large company to use it?

No. A single phlebotomist working alone can run the whole platform, and the same account grows into dispatch and staff management when a second person joins.

How do I get started?

Start a free trial or book a walkthrough from this site. Onboarding then guides you through business setup, services, availability, service areas, staff and publishing your booking page.

How long does setup take?

It depends on how many services and zones you configure. The onboarding flow is ordered so you can publish a working booking page before you have configured every advanced option.

Which areas of the country do you serve?

The software is used across the United States. Each business configures the geographic areas where it personally provides services — the platform itself is not limited to one city or state.

Booking & patients

Do my patients need to create an account?

No. Patients book through your public booking page. They are never issued logins to your dashboard.

Is the booking system built in, or does it use a third-party scheduler?

It is built into the platform. Availability, service area checks, intake, policies and payment all run inside Phlebotomy Software rather than handing patients to an external tool.

Will my booking page show your branding?

No. Your booking page carries your business name, logo, services, prices, hours, coverage and policies. Patients are booking with you.

Can patients book an address outside my service area?

No. The address is checked against your configured coverage before any appointment times are offered.

Can I still book patients over the phone?

Yes. You can create appointments manually, and they behave exactly like self-booked ones.

Can I collect information before the appointment?

Yes. Intake questions are configurable per service, and permitted documents such as lab orders can be uploaded as part of booking.

Staff & dispatch

Can I add my phlebotomists to the account?

Yes. Owners invite phlebotomists and office staff into their business account and assign each person a role.

Can staff see everything in my business?

No. Permissions are scoped by role. Field phlebotomists see only their assigned appointments and the details attached to them, not your pricing, payouts or subscription.

Can I restrict a phlebotomist to certain zones or services?

Yes. Each staff member can have a territory, their own availability, and the services they are able to perform.

What do phlebotomists see in the field?

Their assigned stops with times and services, the patient address and a navigation link, contact options, appointment instructions, relevant intake answers and permitted documents, plus status controls.

Does the platform plan driving routes automatically?

Assignment, zones, workload and mileage visibility come first. Automated route optimisation is on the roadmap rather than available today.

Payments & pricing

Who receives the money my patients pay?

Your business does. Patient payments settle to a payout account connected to your own business, separate from the subscription you pay us.

Can I take deposits instead of full payment?

Yes. Payment rules are set per service — full prepayment, a deposit at booking, or invoicing after the visit.

How are travel fees handled?

Travel rules are configured against your service areas as a flat fee per zone, a mileage-based charge, zone-based pricing or included travel, and are applied automatically at booking.

What does Phlebotomy Software cost?

Plans are structured around how many phlebotomists you dispatch rather than a cap on appointments. Contact us for current pricing and we will confirm the plan that fits your operation.

Is there a long-term contract?

Subscriptions run monthly or annually. You are not locked into a multi-year term.

Data, security & privacy

Can another business see my patients or appointments?

No. Phlebotomy Software is multi-tenant by design. Each business operates in its own isolated account, and access is checked against that account on every record.

Who owns the data in my account?

Your business does. Patient records, appointment history and reporting belong to you, and we will arrange an export if you ask for one.

Are my dashboards or patient details visible to search engines?

No. Public marketing and booking pages are indexable. Dashboards, patient information and administrative areas are excluded from search engine indexing.

Is Phlebotomy Software HIPAA compliant?

We are not going to claim a compliance status we have not confirmed, because that is exactly the kind of claim a healthcare business cannot afford to take on trust. If your operation depends on a specific regulatory position — HIPAA, a business associate agreement, data retention or breach handling — contact us and we will tell you precisely where the platform stands before you rely on it.

What should I not send through the contact form on this site?

Please do not include patient names, health information or any other sensitive personal data in the marketing contact form. Use it for questions about the software, and keep patient information inside the platform.

Support

How do I get help?

Support is available by email and through the contact form on this site, with an authenticated support option planned from inside the tenant dashboard.

What are your support hours?

Support is handled by email and through the contact form on this site. The website, sign-up and every tenant booking page are available around the clock.

Do you help me set up my account?

Onboarding is designed so a business can complete setup without manual assistance, and a walkthrough can be booked if you would rather be shown around first.

Do you offer SMS reminders?

Email notifications are supported, with SMS on the roadmap.

Still have a question?

Ask us directly — please keep patient information out of the message.

Get started

Put your whole business on one platform

Start a free trial, or walk through the platform with us and see how it maps to the way you already work.

Serving mobile phlebotomy businesses across the United States.