INDUSTRIES → LABS

AI teammates for everything around the specimen.

Routina runs requisition intake, eligibility, prior authorization, patient scheduling, results status, and specimen logistics for clinical laboratories — on top of the LIS, EHR, and billing systems you already run. HIPAA-native, BAA-ready, bilingual EN/ES.

PAINS → SOLUTIONS

What slows a lab down, and what Routina does about it.

The testing is the easy part to measure. Everything around it — the paperwork, the phone calls, the couriers, the people who just left — is where turnaround time and revenue leak out.

PAIN

High staff turnover

Phlebotomists, couriers, and front-desk staff turn over constantly. Every departure takes process knowledge with it, and every new hire restarts training.

SOLUTION

Knowledge that stays when people leave

Intake, verification, scheduling, and pickup workflows live in Routina, not in someone's head. Agents keep the routine work moving through every resignation, and new hires step into a process that's already running.

PAIN

Doing more with the same team

Test volume grows faster than headcount. Accessioning, client services, and billing staff spend their day on data entry and follow-up.

SOLUTION

Operate more efficiently

Agents take the routine queue — reading requisitions, verifying coverage, chasing missing information, answering status questions — so your team handles exceptions instead of every case.

PAIN

When a key person is out, the work stops

A call-out, a vacation, a site closed by a storm or a power outage — and pickups, requisitions, and client calls back up until someone catches up.

SOLUTION

Business continuity

Agents work around the clock, across every site, with the full history of every order. If a person or a location is out, the work is picked up by the team and the agents — and nothing depends on who was on shift.

PAIN

Specimen pickup and mobile draws are hard to run

Courier routes to dozens of client sites, temperature requirements, chain of custody, and home draws that depend on a phlebotomist being in the right place at the right time.

SOLUTION

Access to the Last-Mile Management Module

Courier and phlebotomist network, routing, pickup windows, proof of pickup and delivery with chain-of-custody records, compliance tracking, and pay — on the same logistics platform behind Flexio's healthcare deliveries.

PAIN

Incomplete requisitions

A missing diagnosis code, insurance ID, or signature means the specimen waits — or the test runs and the claim gets denied later.

SOLUTION

Requisitions checked on arrival

Requisition Intake reads each order as it arrives, checks it for completeness, and requests what's missing from the ordering provider before the specimen is held up.

PAIN

Coverage and prior auth for high-cost tests

Molecular, genetic, and specialty panels often need prior authorization or medical-necessity documentation that nobody is tracking.

SOLUTION

Coverage verified, prior auth filed and tracked

Eligibility Verification checks coverage up front. Prior Auth Assistant gathers the clinical documentation, files the request, and tracks it until it clears.

PAIN

"Are the results ready?"

Client services spends the day answering status calls from providers and patients instead of solving real problems.

SOLUTION

Status answered automatically

Agents answer order-status questions by phone, SMS, or WhatsApp from live LIS data, and notify patients and providers when results are released through your normal channels.

PAIN

No-shows and patients who weren't prepared

Patients miss draws, or arrive without fasting, and the visit has to be rebooked.

SOLUTION

Scheduling with preparation reminders

Patient Outreach books service-center and home-draw appointments, sends preparation instructions and reminders, and lets patients reschedule by text — in English or Spanish.

THREE OPERATIONS, ONE PLATFORM

Where Routina runs in the lab.

Three operational shapes we see most. They share a platform but not a workflow. Each has its own agents, integrations, and rhythm.

Clinical & Reference Labs

Labs receiving specimens from many ordering clinics. Requisition intake, eligibility, missing-information follow-up, client services, and courier pickup routes.

AGENTS
Requisition Intake Eligibility Verification Client Services Last-Mile Management

Requisition Intake flags an order missing a diagnosis code and requests it from the clinic before the specimen reaches accessioning.

Patient Service Centers & Mobile Draws

Draw sites and home phlebotomy for homebound patients, home health, and clinical trials. Appointment booking, preparation reminders, phlebotomist routing, and proof of draw.

AGENTS
Scheduling Assistant Patient Outreach Last-Mile Management

Scheduling Assistant books a home draw, routes the nearest qualified phlebotomist, and sends the patient fasting instructions the night before.

Specialty & Molecular Labs

Genetic, molecular, toxicology, and pathology testing with high per-test value. Prior authorization, medical-necessity documentation, and billing follow-up.

AGENTS
Prior Auth Assistant Eligibility Verification Documentation Assistant

Prior Auth Assistant gathers clinical notes from the ordering provider and files the request before the sample is run.

ORIGIN

Built inside healthcare logistics, where every pickup has a clock.

Routina started inside Flexio — a healthcare logistics operation in Puerto Rico. Every agent was first run against real PHI, real auditors, and real delivery SLAs before it was offered to anyone else.

Labs live on the same constraints: time windows, temperature, chain of custody, and paperwork that has to be right the first time. That's the work the platform was built for.

IN PRACTICE

Two lab workflows, start to finish.

What each step is, which agent owns it, what integration it touches, and what the lab team sees.

EXAMPLE Requisition to clean claim
1
Requisition Intake
Reads the order from the EHR interface, fax, or paper scan. Extracts patient, ordering provider, tests, diagnosis codes, and insurance, and opens the order in the LIS.
EHR/HL7 orders, fax, LIS
2
Eligibility Verification
Verifies coverage and flags tests that need prior authorization or medical-necessity documentation.
Payer & eligibility systems
3
Requisition Intake
Requests anything missing — diagnosis code, signature, insurance ID — from the ordering office, and follows up until it's back.
Fax, Twilio, email
4
Prior Auth Assistant
For tests that need it, files the prior authorization with the clinical documentation and tracks it until approval.
Payer portals, EHR
RESULT
Specimens reach the bench with a complete, verified order — and the claim goes out clean instead of coming back denied.
EXAMPLE Home draw to the lab bench
1
Scheduling Assistant
Books the home draw with the patient by SMS or WhatsApp, in English or Spanish, and sends preparation instructions and a reminder.
Twilio, WhatsApp Business
2
Last-Mile Management
Assigns a credentialed phlebotomist and routes the day's draws by location, time window, and specimen requirements.
Phlebotomist mobile
3
Last-Mile Management
Captures proof of draw — GPS-stamped time, patient confirmation, specimen labels — and starts the chain-of-custody record.
Phlebotomist mobile, LIS
4
Last-Mile Management
Logs the hand-off at the lab and alerts the team if a specimen is running late against its stability window.
LIS, Slack
RESULT
Every specimen arrives with a documented chain of custody, and the lab knows about a late one before it becomes a recollection.

COMPLIANCE

Healthcare-grade by default.

Not features we added. Conditions we built in.

HIPAA-Compliant Infrastructure

Encryption at rest and in transit. PHI logging, access controls, and audit trails — all on by default, not toggles you turn on later. BAA available for any tier.

Lab Staff Own the Results

Agents handle orders, logistics, and communication. Result review, release, and critical-value calls stay with your laboratory staff and your existing procedures.

Chain of Custody

Every specimen hand-off — draw, pickup, transport, receipt — is time-stamped and attributed, so the custody record is complete when you need it.

Audit Trails & Role-Based Access

Every agent action is scoped by permission and logged with who, what, when, and why. Audit-ready exports in seconds, not days.

INTEGRATIONS

Connects to the systems you already run.

Routina sits on top of your lab stack. No migration, no rip-and-replace.

Laboratory Information Systems

Orders, accessioning status, and result release.

EHR & HL7 Interfaces

Electronic orders in, results out to ordering providers.

Payer & Eligibility Systems

Coverage verification and prior authorization status.

Billing & RCM

Claim status and denial follow-up.

Fax & Email

Paper requisitions and missing-information requests.

Courier & Phlebotomist Mobile

Routes, pickups, proof of draw, and chain of custody.

Twilio

SMS and voice for patients and ordering offices.

WhatsApp Business

Patient scheduling and reminders in EN/ES.

Slack

Exception alerts to lab and logistics teams.

Don't see your system? We add new integrations in days, not quarters.

GET STARTED

Ready to see what Routina does inside a lab?

Book a 30-minute working session. We'll map your order-to-result flow and specimen logistics, identify the first two teammates to deploy, and answer the BAA questions before you have to ask them.