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Case Study

Automating Lab Test Management with InfusionSoft CRM and Sunrise Labs Integration

A healthcare provider managing a variety of lab tests required seamless integration between their InfusionSoft CRM and Sunrise Labs to automate the entire process — from order placement to result delivery — enhancing both operational efficiency and patient experience.

CRM IntegrationInfusionSoft + Sunrise Labs
HL7 Order GenerationHealthcare Standard Compliant
AWS S3 + FTPSecure Order & Result Transfer
HIPAA ComplianceSecure Patient Data Handling
Automating Lab Test Management with InfusionSoft CRM and Sunrise Labs Integration
01InfusionSoft CRM

End-to-End Lab Test Automation via InfusionSoft CRM & HL7 Integration

A healthcare provider needed to eliminate manual lab test management by building a fully automated pipeline: InfusionSoft CRM triggers HL7 order creation stored in AWS S3, the lab retrieves and processes tests via FTP, and a watcher script automatically processes results and updates patient records with PDF reports.

IndustryHealthcare
PlatformWeb / Cloud (AWS)
Duration4+ Months
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InfusionSoft CRM screen 2
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The Challenge
Existing workflow was heavily manual, leading to inefficiencies and errors in lab test order management
Complex integration required handling multiple lab test types with secure, accurate data transfer
Ensuring full HIPAA compliance for secure handling of sensitive patient data throughout the pipeline
Bridging InfusionSoft CRM with Sunrise Labs while maintaining data integrity across both systems
Our Solution
Developed a seamless integration layer connecting InfusionSoft CRM with Sunrise Labs via .NET Core
Implemented a webhook on InfusionSoft to trigger the order workflow automatically on order creation
Built a script to generate HL7-compliant orders and store them securely in an AWS S3 bucket
Mapped the AWS S3 bucket to an FTP folder for direct lab retrieval by Sunrise Labs
Developed a watcher script to continuously monitor the FTP folder for new test results
Automated result processing and CRM update — delivering PDF test reports directly to patient accounts in InfusionSoft
Ensured full compliance with healthcare regulations including HIPAA throughout the integration
Key Features
InfusionSoft Webhook-Triggered Order Workflow
HL7-Compliant Lab Order Generation
AWS S3 Secure Order Storage with FTP Mapping
Automated FTP Watcher for Result Detection
PDF Result Processing & CRM Auto-Update
HIPAA-Compliant Data Handling
End-to-End Lab Test Automation Pipeline
Results & Benefits
Automation significantly reduced manual processing time across all lab test workflows
Minimized data entry errors through automated order creation and result updates in InfusionSoft
Achieved full compliance with HIPAA and healthcare data standards throughout the integration
Improved patient experience through faster, automated delivery of test results as PDF reports
Freed healthcare staff from manual coordination, allowing focus on patient care
Technology Stack.NET CoreInfusionSoft APIHL7AWS S3FTPWebhooks

Transforming Lab Test Management Through Smart Automation

Laitkor's integration of InfusionSoft CRM with Sunrise Labs significantly improved the healthcare provider's ability to manage lab tests — automating the complete order and result handling pipeline from end to end.

The solution not only eliminated manual bottlenecks but also ensured full compliance with healthcare regulations, leading to more efficient operations, fewer errors, and an enhanced patient experience.

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Automated Order Processing
HL7
Healthcare Standard Orders
HIPAA
Regulatory Compliance
Zero
Manual Follow-Ups Required