Lab settings

What lab settings control

Lab Settings manages the company-level profile, collection policy, and loyalty rules used by all branches. Profile fields include the logo, lab name, support email, public slug, default currency, and visible subscription plan.

Open Administration → Lab Settings in the Lab workspace. The company is resolved from your authorized workspace. If settings are unavailable, open the company workspace or select an assigned branch.

Finding the right settings

One tab row groups Lab Profile, Currency & Subscription, Samples, Patient Loyalty Program, Custom Domain, and Subscription. Open Custom Domain to connect your own addresses, or Subscription to manage your plan, renewal card, and payment history. Only sections allowed by your permissions are shown. Staff with access only to a domain or subscription section can still open it directly from Admin.

Save your general settings before opening Custom Domain or Subscription; those sections have their own actions.

The first four tabs share one settings form:

• Lab Profile: logo, lab name, support email, public lab slug, phone country, and new-patient name requirements.
• Currency & Subscription: default currency and the current plan.
• Samples: barcode verification before collection and the default sample retention period.
• Patient Loyalty Program: enable the program, then configure earning points, redeeming rewards, and loyalty tiers.

You can switch tabs while editing. Save Changes saves your changes across all tabs together. The save bar remains within reach as you scroll. If saving fails, review the error summary and the highlighted fields before saving again.

Lab logo

The logo is publicly visible wherever your company branding is shown. Upload JPEG, PNG, and WebP images up to 2 MB. Larger images are scaled down to fit 2048 × 2048 pixels automatically, so wide logos are fine. SVG and other file types are rejected. The editor supports circular cropping because the same image may be used as an avatar-style logo in several places. Choose a clear image with good contrast. Avoid uploading a full report header as the lab logo; report header and footer images are managed separately in report settings.

If the public website also has a website-specific logo, that website logo can override the company logo on public pages. Keep the two aligned unless there is a deliberate branding reason to use different assets.

If an upload cannot be saved, the previous logo is kept. Retry the upload; if the error continues, contact support.

Lab name and email

Lab name is required and appears in admin surfaces, reports, website starter content, and communication contexts. Use the official commercial name that patients and partners recognize. It is trimmed when saved. Avoid adding branch names here unless the branch name is part of the legal company brand.

Support email is required, validated as an email address, trimmed, and stored in lowercase. It should be monitored by staff who can respond to patient, partner, billing, and operational questions. This email may appear in website contact settings or be used as a fallback for communication.

Public lab slug

Lab slug controls the public website path under /labs/{slug}. It must be unique, 3 to 120 characters long, and use only lowercase letters, numbers, and single hyphens. Keep it short, recognizable, and stable once patients, partners, QR codes, or printed material use the link.

Change the slug from Lab Settings, not the Website page. The Website page controls publication state, logo, contact details, SEO, colors, and homepage sections, while Lab Settings owns the public address shared across the lab company.

Patient details for new orders

In Lab Profile → Patient details for new orders, choose Lab country. This is the default country shown by the flag and calling code inside Mobile Number for new patients in order entry; Egypt is the initial default. Reception can select a different phone country for an individual patient. Enter a valid local number or include the selected country’s international calling code. New numbers are saved in international format.

Enable Require a three-part patient name to require at least three name parts in the same name field when creating a patient or a primary client from an order. Arabic and English names are supported. The option is off by default; disable it and save to allow shorter names. Existing patient records remain usable as saved.

These settings apply across company branches and are included when company settings sync to Kashef Local.

Default currency

Default currency controls how the lab expects financial values to be represented. Options include EGP, USD, EUR, GBP, SAR, and AED. For most Egyptian labs, EGP should remain the default. Change it only when the lab's finance configuration, price lists, invoices, and reporting expectations are aligned.

Currency changes should be treated as an operational decision, not a visual preference. Review finance accounts, pricing lists, contracts, invoices, and printed documents before relying on a changed currency in production work.

Subscription plan

The subscription plan is visible but disabled. It shows the current active subscription plan when one exists, otherwise it falls back to the company plan snapshot. Levels include Free, Basic, Pro, and Max. Staff cannot change the plan from this form. Select Subscription in the top navigation to change or renew it. Feature access is controlled by the subscription system and feature gates.

If a page is unavailable even though the user has permissions, check whether the subscription plan includes the feature. Permissions and subscription eligibility both matter.

Sample collection

In the Samples tab, under Sample collection, enable Require sample barcode verification before collection and save. This setting is off by default and applies to the Sample Collection Workbench across all company branches.

When enabled, the collection confirmation dialog keeps the patient identity checkbox and adds Verify sample barcode. Scan or type the barcode from the physical container. Confirmation is blocked if it is missing or does not exactly match the selected sample; the sample stays pending. Scanning at the top of the workbench selects a patient but does not replace this confirmation check. The actual collected volume remains optional.

Disable the toggle and save to return to identity-checkbox confirmation without a required barcode input. Kashef Local receives the policy with company settings during bootstrap and sync.

Sample storage

Samples move to storage automatically once all of their results are released. Under Sample storage, set Default sample retention in days (one week by default). Kashef uses it to set a stored sample's EOL when none of its tests has its own Sample Retention After Completion (Days). When tests define a retention period, the longest one wins. An EOL you set manually on a sample is always kept.

Patient loyalty program

The loyalty section controls one shared balance for each Primary Patient and linked family. Enable the program, choose whether earning is based on tests, settled visits, or amount paid, then set the relevant rate and rounding rule.

For rewards, define the points and money in one complete reward block, the minimum points required, and the maximum percentage of an order that points may cover. Add dynamic tiers in increasing minimum-balance order and keep one starting tier at zero. Review these values with finance and reception before enabling them because they affect order discounts, cashier due amounts, invoices, receipts, profiles, and the patient portal.

Pausing the program preserves existing balances and history but stops new earning. Changing a conversion rate does not rewrite completed ledger entries.

Saving changes

After editing, select Save Changes in the save bar. This saves company identity, public settings, currency, collection policy, sample retention, and loyalty rules from all four tabs together. Wait for the success notification. The subscription plan is read-only.

Review lab settings after onboarding, rebranding, currency policy changes, or support email changes. These fields are simple, but they affect many visible parts of the system.