SystmOne lab reporting: onboarding guide

This guide covers everything you need to set up and get going with SystmOne lab reporting.

1. Start onboarding

Once you've signed the Software Licensing Agreement (SLA), submitted your SystmOne login details and consent forms, you'll receive an email outlining next steps. Allow 1 week between submitting your onboarding information and your go-live date. Create a SystmOne user named GPAutomateX00000 (with your practice code) following the setup guide, and submit your login details.

2. Submit consent forms

We recommend your clinical lead or GP completes the consent forms, as these parameters require clinical input. During onboarding we review your results and may contact you to request consent for additional reports to maximise performance. Your go-live date is only booked once we receive your completed onboarding forms.

3. Prepare to go live

Prepare your practice and patients by communicating the upcoming change, book an onboarding call (arranged after your go-live date is booked), and read the FAQs with your practice.

4. Go live

Up to 2 days before your go-live date we run a test run to check the automation performs as expected and identify any final adjustments. On go-live day you'll receive an email confirming your automation is live along with a link to your performance dashboard. Nothing is required from your side, though please ensure pre-go-live preparation steps are complete.

5. Post go-live

It may take a few days for the software to adapt to your systems, so please don't expect 100% success immediately. We monitor performance round the clock; if a run fails we investigate and re-run where possible, and will contact you directly if there's a significant issue.