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Mobile phlebotomy

Umberfield Mill Mobile Lab · Mobile phlebotomy · Greer, SC

Calla Gallardo is the operations lead at Umberfield Mill Mobile Lab, a mobile phlebotomy service in Greer, and she uses this to take every new patient from first contact through orders and insurance to a booked first draw at their door.

HealthcareIntakeBookings4 tables · 6 views · 1 form · 2 dimension sets · 1 booking page · 1 digest · 1 document · 1 notification · 1 stage rule set · 1 agent
Use this template

Intake board

Draw requests
New request4
Isakson — thyroid panelKasimir IsaksonThyroid panel
Wetherby — fasting lipid panelAldous WetherbyFasting lipid panel
Jorgenson — prenatal panelLavinia JorgensonPrenatal panel
Kettering — complete blood countAlder KetteringComplete blood count
Orders received3
Mortensen — complete blood countZebulon MortensenComplete blood count
Kjellberg — a1cYara KjellbergA1C
Brandvold — iron studiesZelda BrandvoldIron studies
Insurance cleared4
Boudreaux — thyroid panelOrson BoudreauxThyroid panel
Lindholm — vitamin d levelRoswitha LindholmVitamin D level
Jankowski — fasting lipid panelPetronella JankowskiFasting lipid panel
Maddox — metabolic panelRafferty MaddoxMetabolic panel
Booked7
Trevelyan — vitamin d levelIngrid TrevelyanVitamin D level
Drummond — metabolic panelZeno DrummondMetabolic panel
Galbraith — prenatal panelGaspard GalbraithPrenatal panel
Aaberg — fasting lipid panelOriel AabergFasting lipid panel
Ibsen — iron studiesRurik IbsenIron studies
2 more
Drawn4
Vickery — prenatal panelLennart VickeryPrenatal panel
Finnegan — a1cYara FinneganA1C
Zaragoza — fasting lipid panelTabitha ZaragozaFasting lipid panel
Hollingsworth — complete blood countVesper HollingsworthComplete blood count
Results sent4
Kilbride — fasting lipid panelMairead KilbrideFasting lipid panel
Mackenzie — complete blood countGethin MackenzieComplete blood count
Yankowski — metabolic panelMairead YankowskiMetabolic panel
Fairbanks — thyroid panelDagny FairbanksThyroid panel
Cancelled2
Everhart — a1cZelda EverhartA1C
Ulbricht — vitamin d levelFaustina UlbrichtVitamin D level

Tables

Draw requests

28 sample rows · 17 columns

Every new patient's first blood draw, from the first call or form to the booked visit and the results sent.

RequestPatientPanelFasting requiredHow it came inStatusDraw time
Kilbride — fasting lipid panelMairead KilbrideFasting lipid panelYesProvider faxResults sentSep 21, 11:00 AM
Mackenzie — complete blood countGethin MackenzieComplete blood countNoPhone callResults sentSep 22, 1:30 PM
Yankowski — metabolic panelMairead YankowskiMetabolic panelYesProvider faxResults sentSep 24, 12:30 PM
Fairbanks — thyroid panelDagny FairbanksThyroid panelNoPhone callResults sentSep 26, 12:00 PM
Hollingsworth — complete blood countVesper HollingsworthComplete blood countNoProvider faxDrawnSep 28, 1:00 PM
Zaragoza — fasting lipid panelTabitha ZaragozaFasting lipid panelYesWebsite formDrawnSep 29, 11:00 AM
Vickery — prenatal panelLennart VickeryPrenatal panelNoBooking pageDrawnSep 30, 12:00 PM
Ulbricht — vitamin d levelFaustina UlbrichtVitamin D levelNoPhone callCancelledOct 1, 11:30 AM
Finnegan — a1cYara FinneganA1CNoBooking pageDrawnOct 2, 11:30 AM
Trevelyan — vitamin d levelIngrid TrevelyanVitamin D levelNoPhone callBookedOct 12, 12:30 PM
Mortensen — complete blood countZebulon MortensenComplete blood countNoBooking pageOrders receivedOct 12, 1:00 PM
Kettering — complete blood countAlder KetteringComplete blood countNoBooking pageNew requestOct 12, 1:00 PM

16 more rows

Patients

28 sample rows · 11 columns

The people who ask for a draw: how to reach them, how they are covered and how easily they get to the door.

PatientPhoneEmailDate of birthHome addressCityCoverage
Alder Kettering(864) 555-0130alder.kettering@uplandmailbox.comMay 9, 197762 Gristmill Lantern CtTaylorsEmployer plan
Aldous Wetherby(864) 555-0128aldous.wetherby@carolinahollowpost.netOct 1, 1963114 Ember Hollow DrFountain InnEmployer plan
Anneke Yeoman(864) 555-0118anneke.yeoman@uplandmailbox.comJan 8, 197171 Dovetail Mill RdTaylorsEmployer plan
Dagny Fairbanks(864) 555-0111dagny.fairbanks@greenvillecoveinbox.netAug 9, 1961402 Pellam Creek WayGreerMedicaid
Faustina Ulbricht(864) 555-0132faustina.ulbricht@greenvillecoveinbox.netDec 20, 196918 Teasel BendSimpsonvilleEmployer plan
Gaspard Galbraith(864) 555-0115gaspard.galbraith@uplandmailbox.comOct 19, 198827 Hatchet Pond LnMauldinMarketplace plan
Gethin Mackenzie(864) 555-0106gethin.mackenzie@uplandmailbox.comSep 30, 195288 Cinder Fork CtTaylorsMedicare
Hollis Bjornstad(864) 555-0119hollis.bjornstad@carolinahollowpost.netMay 29, 19509 Plumb Orchard WayTravelers RestMedicare
Ingrid Trevelyan(864) 555-0113ingrid.trevelyan@carolinahollowpost.netNov 26, 1944905 Quarry Lantern RdTravelers RestMedicare
Kasimir Isakson(864) 555-0127kasimir.isakson@uplandmailbox.comJul 30, 1987498 Pickle Mill RdMauldinSelf-pay
Lavinia Jorgenson(864) 555-0129lavinia.jorgenson@greenvillecoveinbox.netJan 25, 1953821 Spindle Brook WayGreerMedicare
Lennart Vickery(864) 555-0107lennart.vickery@carolinahollowpost.netJan 22, 19901307 Wrenfield LnTravelers RestMarketplace plan

16 more rows

Ordering providers

8 sample rows · 8 columns

The practices that send orders, with their fax lines and how many of their patients the lab has taken on.

PracticeSpecialtyOffice phoneOrders faxOrders emailPatients sent to us
Brandywine Row Family MedicinePrimary care(864) 555-0145(864) 555-0146orders@brandywinerowfamilymedicine.orgRurik Ibsen, Orson Boudreaux, Zebulon Mortensen
Cobbleford Women's HealthOB/GYN(864) 555-0139(864) 555-0140orders@cobblefordwomenshealth.orgLennart Vickery, Gaspard Galbraith, Kasimir Isakson, Zelda Everhart
Little Chestnut PediatricsPediatrics(864) 555-0143(864) 555-0144orders@littlechestnutpediatrics.orgVesper Hollingsworth, Roswitha Lindholm
Longleaf Senior Care GroupGeriatrics(864) 555-0147(864) 555-0148orders@longleafseniorcaregroup.orgGethin Mackenzie, Mairead Yankowski, Ingrid Trevelyan, Zelda Brandvold
Pinnacle Hollow NephrologyNephrology(864) 555-0141(864) 555-0142orders@pinnaclehollownephrology.orgDagny Fairbanks, Petronella Jankowski, Lavinia Jorgenson
Reedy Fork Primary CarePrimary care(864) 555-0133(864) 555-0134orders@reedyforkprimarycare.orgMairead Kilbride, Zeno Drummond, Hollis Bjornstad, Rafferty Maddox, Alder Kettering
Saluda Bend EndocrinologyEndocrinology(864) 555-0135(864) 555-0136orders@saludabendendocrinology.orgYara Finnegan, Anneke Yeoman, Yara Kjellberg, Faustina Ulbricht
Tamarack Heart ClinicCardiology(864) 555-0137(864) 555-0138orders@tamarackheartclinic.orgTabitha Zaragoza, Oriel Aaberg, Aldous Wetherby

Views

Draw calendar

Draw requests
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1Ulbricht — vitamin d level
2Finnegan — a1c
3
4
5
6
7
8
9
10
11
12Trevelyan — vitamin d levelMortensen — complete blood count+1
13Drummond — metabolic panelGalbraith — prenatal panel+1
14Aaberg — fasting lipid panelBoudreaux — thyroid panel+2
15Ibsen — iron studiesLindholm — vitamin d level+1
16Yeoman — a1cJankowski — fasting lipid panel+1
17Bjornstad — complete blood countMaddox — metabolic panel+1
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

Ask for a first draw

Form
Ask for a first drawThe page a patient or a caregiver fills in when they want a phlebotomist to come to them.
Which test did your doctor order? *
Which panel is on the order?Fasting lipid panelComplete blood countMetabolic panelThyroid panelA1CVitamin D levelPrenatal panelIron studies
Which morning would you like us at your door? *Asked for until booked, then the confirmed time.
Should we come to your home or your workplace?HomeWorkplace
Where should we park and how do we get in?
Whose name is the order under?
Which number can we call to confirm?
Send my request

Book your first draw

Booking page
Book your first draw30 minutes
  • Monday06:30 – 11:30
  • Tuesday06:30 – 11:30
  • Wednesday06:30 – 11:30
  • Thursday06:30 – 11:30
  • Friday06:30 – 11:30
  • Saturday07:00 – 10:00
Your details
Which test did your doctor order? *
Which panel is on the order?Fasting lipid panelComplete blood countMetabolic panelThyroid panelA1CVitamin D levelPrenatal panelIron studies
Should we come to your home or workplace?HomeWorkplace
Where should we park and how do we get in?
Whose name is the order under?
What number can we text when we are on our way?
Book

Also included

  • Intake boardStage rules
  • Requests waiting on ordersDigest
  • Before your drawDocumentThe note a patient gets once a time is set, with fasting and hydration instructions.
  • Booked textNotificationTexts the patient the moment a draw is booked so they know the time and what to prepare.

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