Clients, contacts, and sample points

Use this guide for maintaining customer/client master data used during sample registration and reporting.

What your team can manage#

Laboratory administrators may maintain:

• Client name, client ID, phone, email, address, and client attachments.
• Billing/contact preferences that the lab owns.
• Client active/inactive status, when the lab policy allows it.

Clearline-managed#

Clearline manages:

• Bulk client imports and cleanup.
• Client IDs used by report packages, integrations, or external systems.
• Any changes that would affect historical reports or automated exports.

Add a client#

1. Open Clients.
2. Select Add.
3. Enter the client name and a short unique client ID.
4. Add phone/email/address details as needed.
5. Save.
6. Register a test sample only in an approved training or test environment to confirm the client appears in sample registration.

Contacts and sample points#

Contact and sample-point maintenance depends on your tenant's configured client records and enabled fields. If you do not see the expected contact or sample-point options, contact Clearline Support before changing adjacent client settings.

Expected ownership split:

• Customers maintain normal client contacts and routine sample points.
• Clearline manages bulk import, cleanup, naming standards, and integration-sensitive IDs.

See also#

• Registering Samples
• Analysis Services Profiles
• Common Troubleshooting