LABORATORY
Laboratories
Describe supported specimen, supply, document, or route workflows without implying handling capabilities your operation does not provide.
CLIENT FILE
I-220
INTAKE
HEALTHCARE CLIENTS
FACILITY PROFILES
CLIENT FILE / I-220
I-220
Healthcare is one industry. The routes are not.
Laboratories, pharmacies, clinics, medical offices, imaging centers, and other healthcare organizations can have very different pickup schedules, shipment types, access requirements, and receiving procedures.
CLIENT FILE 02 / INDUSTRY DIRECTORY
Same courier. Different operating day.
These are demonstration customer categories. Keep only the industries your real company serves, and describe only the services and capabilities actually available to them.
PHARMACY
Pharmacies
Explain the pharmacy delivery, supply, document, or recurring route services genuinely offered by the business.
CLINICAL
Clinics & medical offices
Show how scheduled pickups, documents, supplies, and approved healthcare shipments fit the operation.
IMAGING
Imaging centers
Describe supported document, equipment, supply, or approved route requirements without overclaiming.
SPECIALTY
Specialty practices
Configure the page around the specialty offices and shipment categories the courier genuinely accepts.
HEALTHCARE
Other approved facilities
Give customers a clear path to ask whether their facility type, shipment category, and route requirements are supported.
CLIENT FILE 03 / FACILITY PROFILE
Before the courier arrives, learn the building.
A recurring healthcare stop works better when access, receiving, parking, contact, timing, and handoff instructions are treated as route information instead of oral tradition.
ACCESS
Entrance instructions
Which entrance or receiving point should the courier use?
TIMING
Service window
When is the location prepared for pickup or receiving?
CONTACT
Route contact
Who handles operational questions at the facility?
HANDOFF
Receiving procedure
Where and how should the approved shipment be transferred?
CLIENT FILE 04
FACILITY HANDOFF
The last fifty feet still count.
Getting to the building is only part of the route. Explain how your operation handles approved receiving locations, facility access, contacts, and delivery confirmation.
- ARRIVAL
- Follow facility access instructions
- CONTACT
- Use the approved route contact
- HANDOFF
- Transfer according to procedure
- RECORD
- Complete supported confirmation
CLIENT FILE 05 / ROUTE FIT
Start with the client. Then design the route.
01
Frequency
One-time, scheduled, recurring, or another supported service pattern.
02
Shipment type
Confirm that the requested shipment category is actually accepted.
03
Facility access
Review receiving locations, entry instructions, and operational contacts.
04
Documentation
Determine the handoff and completion records the route genuinely supports.
CLIENT FILE 06 / ONBOARDING
Set up the route before the first pickup.
Use this section to explain what a new healthcare customer should provide when establishing service. Keep the intake operational and avoid requesting sensitive medical information that the courier does not need.
-
01
Identify locations
Pickup areas, delivery areas, and facility access.
-
02
Define schedule
Timing, frequency, service windows, and route needs.
-
03
Confirm shipments
Accepted categories and supported handling requirements.
-
04
Document the handoff
Establish the applicable receiving and completion procedure.
CLIENT FILE 07 / INFORMATION CONTROL
Learn the operation. Do not collect the entire patient chart.
TEMPLATE SAFETY NOTE
Keep customer onboarding and public contact forms focused on operational route information. Do not ask for patient names, diagnoses, medical record numbers, prescription details, specimen identifiers, or other PHI through an unsecured demonstration form.
CLIENT FILE 08 / REQUEST SERVICE
Different facility? Tell dispatch what makes it different.
Send the facility type, pickup and delivery areas, timing, shipment category, access requirements, and handling needs. Dispatch can review the route without requiring a novel about everybody who works there.