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Custom Provider WorkflowsA Custom Lab Solutions example

Connect provider relationships to the work behind them.

Build provider accounts, referral visibility, service issues, and follow-up into a custom laboratory workflow. Gistia configures the software and AI tasks around your team’s priorities, systems, and communication rules.

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Explore the product
Gistia Diagnostics CRM account list for provider organizations and facilities.
Provider accountsModel the organizations behind the relationship.

Product experience

See the people, work, and health behind every provider relationship.

The product views show the account model, provider and stakeholder contacts, prioritized tasks, and portfolio-level relationship reporting.

Gistia Diagnostics CRM account list for provider organizations and facilities.Provider accountsGistia Diagnostics CRM contact list with provider relationship details.Contacts
01Accounts and contacts

Model the organizations and people behind the relationship.

Connect practices, health systems, facilities, locations, specialties, relationship state, provider contacts, and engagement in one usable structure.

  • Organize the healthcare account hierarchy
  • Connect contacts to facilities and roles
  • Preserve relationship state and recent activity
Give every team the same account and contact context before outreach or service action.
AI agents in this workflowAccount Context AgentService Response Agent
Take the interactive demo
Gistia Diagnostics CRM task view with owners and follow-up activity.Coordinated tasks
02Coordinated work

Turn relationship signals into accountable follow-up.

Manage outreach, documentation, meetings, follow-up, and service actions in a shared task board with priority, owner, channel, and due date.

  • Prioritize work across teams
  • Connect each task to the account and contact
  • Track work from to-do through completion
Reduce dropped follow-up and make the next relationship action explicit.
AI agents in this workflowProvider Follow-up Agent
Take the interactive demo
Gistia Diagnostics CRM account report with relationship performance metrics.Account reporting
03Account health

See which relationships need attention across the portfolio.

Compare activity trends, response rate, active contacts, open tasks, last activity, and relationship score across healthcare accounts.

  • Measure engagement and response
  • Surface inactive or at-risk accounts
  • Prioritize retention, service, and growth action
Move account planning from anecdotes to a visible operating picture.
AI agents in this workflowAccount Context Agent
Take the interactive demo
  1. 01Organize the accountConnect health systems, practices, facilities, specialties, and contacts.
  2. 02Capture activityKeep referral, commercial, service, and relationship signals together.
  3. 03Coordinate follow-upAssign tasks by priority, channel, owner, and relationship context.
  4. 04Manage the portfolioUse engagement, response, activity, and health evidence to set priorities.

What you get

Give growth and service teams the same provider-relationship picture.

The CRM connects healthcare accounts, contacts, open work, engagement, service signals, and relationship health so teams can coordinate action around the full provider relationship.

Shared context

Understand the account before acting.

Bring organizations, facilities, specialties, locations, contacts, roles, activity, and open work into one relationship record.

Accountability

Turn signals into owned follow-up.

Coordinate outreach, documentation, meetings, payer follow-up, and service work by priority, owner, and due date.

Portfolio focus

Prioritize relationships using operating evidence.

Compare engagement, response rate, open tasks, active contacts, last activity, and relationship health across accounts.

Product capabilities

Ground relationship management in diagnostic operations.

Configure the CRM around the real provider structure, cross-team work, service context, referral activity, and portfolio measures.

Focused capabilityCustom Provider Workflows
Provider account contextPut the relationship around the next commercial action.

Illustrate account, referral, service, and follow-up signals in one diagnostics-focused view.

Take the interactive demo
Relationship model

Organize accounts, facilities, and contacts.

Represent health systems, practices, locations, specialties, contact roles, ownership, and relationship status.

Activity

Connect referrals, outreach, and service signals.

Preserve recent activity, meetings, documentation, requests, issues, and open opportunities around the account.

Tasks

Coordinate action across teams.

Assign follow-up with priority, channel, owner, due date, supporting context, and a visible completion state.

Reporting

See engagement and health across accounts.

Compare active contacts, response rate, relationship score, open work, activity history, and portfolio trends.

Connected operating path

From relationship signal to coordinated account action.

Keep the account structure, activity, responsible owner, next action, and relationship evidence connected across teams.

01Organize

Build the account model

Connect organizations, facilities, specialties, locations, contacts, roles, and ownership.

02Capture

Record the relationship signal

Bring referral, engagement, opportunity, support, and service activity into the account record.

03Coordinate

Assign the next action

Create accountable follow-up across commercial, client-service, payer, and operational teams.

04Manage

Review the portfolio

Use engagement, response, activity, tasks, and relationship health to prioritize action.

AI agents for your workflow

AI agents for informed provider follow-up.

Choose an agent to compare its incoming information with the work it prepares for your team.

Account context

Account Context Agent

Prepare the relationship summary.

Bring recent activity, referral signals, open service issues, and prior commitments into a source-linked brief.

Illustrative example · ACC-104

Ready for team review

Incoming information

Provider account record

Referral activity
Lower than the prior period
Open service issue
Provider reports an accessioning delay
Laboratory update
Investigation open; resolution not yet confirmed
Account owner
Provider relations team

AI-prepared work

Prepare the account brief.

Relationship signal
Referral activity has fallen while an accessioning issue remains unresolved. Review service context before outreach.
Open commitment
Confirm the laboratory's findings before promising a resolution or turnaround time.

An accountable owner is required

Provider relations owns review, communication, and the next task.

Next stepAccount team: record coordinated follow-up.

When required information is missing

Assign an account owner before approving a response or routing follow-up.

Service issues

Service Response Agent

Prepare the response.

Summarize the issue and relevant laboratory status, then draft a response for the accountable team.

Illustrative example · ACC-104

Ready for team review

Incoming information

Provider account record

Referral activity
Lower than the prior period
Open service issue
Provider reports an accessioning delay
Laboratory update
Investigation open; resolution not yet confirmed
Account owner
Provider relations team

AI-prepared work

Draft a response with the current context.

Response draft
We are reviewing the accessioning delay you reported. Your account team will follow up once the laboratory confirms the next step.
Communication owner
Provider relations team. Review the wording before sending.

An accountable owner is required

Provider relations owns review, communication, and the next task.

Next stepAccount team: record coordinated follow-up.

When required information is missing

Assign an account owner before approving a response or routing follow-up.

Follow-through

Provider Follow-up Agent

Organize the next action.

Draft follow-up tasks and messages around approved priorities, ownership, and communication rules.

Illustrative example · ACC-104

Ready for team review

Incoming information

Provider account record

Referral activity
Lower than the prior period
Open service issue
Provider reports an accessioning delay
Laboratory update
Investigation open; resolution not yet confirmed
Account owner
Provider relations team

AI-prepared work

Prepare an owned next task.

Follow-up task
Obtain the laboratory update, review the provider response, and confirm the next contact with the account team.
Task owner
Provider relations team

An accountable owner is required

Provider relations owns review, communication, and the next task.

Next stepAccount team: record coordinated follow-up.

When required information is missing

Assign an account owner before approving a response or routing follow-up.

We implement these tasks in Gistia Flow and test the rules, model outputs, exception paths, and approvals before launch. Your teams own account priorities, commitments, and outbound communication approvals.

Implementation and support

Configure, validate, launch, and keep improving.

One accountable team connects the account model, data sources, workflows, validation, adoption, launch, reliability, and controlled improvement.

01Configure

Fit the CRM to the relationship model.

Map accounts, facilities, contacts, roles, referrals, opportunities, service issues, ownership, and integrations.

02Validate and launch

Prove the data and working paths.

Validate account structure, migration, integrations, assignments, reporting, and team readiness before go-live.

03Operate and improve

Keep the relationship view useful.

Monitor data and integrations, resolve issues, support adoption, govern releases, and improve coordinated action.

Continuing accountabilityOperate · Improve · Extend

Keep the CRM reliable, improve it from commercial and service evidence, and extend it when the next relationship need is justified.

See the shared Gistia Flow foundation

Put the complete provider relationship around the work.

Bring your account structure, contact roles, relationship signals, cross-team follow-up, service context, and reporting needs.

Discuss diagnostics CRM Take the interactive demo