Lab Connect
Assign inventory, choose a collection method, activate, and track InsideTracker-managed Quest PSC and Mobile Blood Draw workflows for a User.
Lab Connect
Lab Connect lets you order InsideTracker-managed blood testing for a linked User. Use it when your integration needs to assign testing inventory, choose the collection method, activate the order, guide the User through sample collection, and track the workflow until Results are published for downstream outputs.
Lab Connect supports InsideTracker-managed lab testing for Users in the United States and Canada. Supported collection methods are Quest Patient Service Center (PSC) testing and Mobile Blood Draw (MBD).
Use service-level APIs to assign testing inventory that determines the panel of biomarkers to be tested.
Use customer-level APIs to confirm User details and start the InsideTracker-managed lab order workflow.
Use status fields and webhooks to keep your application aligned through collection, review, and result publication.
Where This Fits
Use Lab Connect when the User needs a new blood test ordered through an InsideTracker-managed lab workflow.
| You already have | You do here | This helps support |
|---|---|---|
A linked InsideTracker customer record, stored extId, customer-level credentials, available organization inventory, and the User's testing location | Assign testing inventory, choose the collection method, activate the order, and track fulfillment | Results availability for recommendations, scores, Inner Age, and other biomarker-based outputs |
For existing blood result documents, use Blood Result Upload. For structured marker values that your system already has, use Add Blood Result.
Collection Methods
Choose the blood collection method for each User based on the User's location and the desired collection experience.
| Collection method | Use when | What your application should handle |
|---|---|---|
| Quest Patient Service Center (PSC) | The User is outside an MBD-required region and you want the User to complete collection at a participating Quest location. | Inventory assignment, PSC activation, scheduling guidance, and status tracking. |
| Mobile Blood Draw (MBD) | The User is in Canada or an MBD-required state, or you want to offer collection at the User's home or another convenient location. | Inventory assignment, MBD activation, User contact details, draw-location address details, provider-specific scheduling expectations, and status tracking. |
Location determines whether MBD is required. Mobile Blood Draw is required for Users in Canada and for Users located in NY, NJ, RI, AZ, or HI. For Users in other supported states, you may choose either PSC or MBD based on the experience you want to offer.
InsideTracker configures your organization's inventory for your program. Select inventory based on the panel or product being ordered. Choose the collection method separately, based on the User's location and the experience you want to offer.
InsideTracker handles required backend approval for both PSC and Mobile Blood Draw orders. If critical Results are returned, the lab-ordering vendor contacts the User directly as part of the clinical review process. Organization-specific CX scripting for that outreach is configurable during implementation with InsideTracker.
Before You Begin
| Requirement | Why you need it |
|---|---|
| Service-level token | Required for inventory summary, customer inventory, assignment, and unassignment. |
| Customer-level token | Required for activation and customer test status. |
User extId | Used as customerExtId for inventory operations. |
| User country and state or province | Required to choose the collection method. |
| Inventory item SKU | Required when assigning inventory. The assigned inventory determines the panel of biomarkers expected from the lab workflow. |
| Activation identifier | Required for activation. Assignment returns testId; standard activation uses path parameter {resultId}; Mobile Blood Draw activation uses request field testId. In this Lab Connect flow, testId and resultId refer to the same underlying testing/result container. |
| User test/status metadata | Useful when your application needs current Test state, activation identifiers, or recovery after activation is delayed or interrupted. |
| User contact and draw-location details | Required for activation. |
| User preparation and scheduling messaging | Required so Users understand scheduling, preparation, and collection expectations for their collection method. |
| Status handling | Required so your application can represent the current Test state returned by the API and lab-ordering webhook events. |
Identifier Notes
The Glossary defines shared terms such as Test, Order, Results, and Result ID. Lab Connect also has a few endpoint-specific identifiers that need careful handling because some current APIs use Blood Results language for lab-ordering steps. In this flow, testId and resultId are used interchangeably for the same underlying testing/result container.
| API field or identifier | How to use it |
|---|---|
testId | Returned when inventory is assigned. Store it as the testing/result container identifier. Mobile Blood Draw activation uses testId in the request body. |
{resultId} | Used by standard activation and result-specific available-marker endpoints. In Lab Connect, pass the same underlying identifier used as testId when that is the identifier you have from assignment or status readback. |
bloodTestId | Returned in lab-ordering and blood-result webhook events. Use it to correlate webhook events with the User's Test or Results context. |
Workflow
API operations are shown with the operation name followed by the method and path.
- Confirm the User is in the United States or Canada.
- Choose the collection method. Users in Canada or an MBD-required state must use Mobile Blood Draw. Users in other supported states may use either PSC or MBD.
- Select and assign inventory for the intended testing panel with Assign an item to a customer (
POST /enterprise/inventory/sa/v1/assignment). - Store the
testIdreturned by assignment. - If activating immediately, use the returned
testIdfor the activation step. - If activation happens later, or your application needs current Test state, retrieve User test/status metadata with Provides all blood results (
GET /api/customer/v1/tests). - If your experience shows which biomarkers are included in the assigned panel, call Get available marker for a specific result (
GET /api/customer/blood/results-upload/{resultId}/available-markers). - Activate the order with Activate blood result (
POST /api/customer/blood/results/{resultId}/activate) or Activate mbd-order (POST /api/pages/orders/activateMbd). - Set collection-method-specific expectations for scheduling, preparation, collection, and review.
- Continue tracking order state with the same User test/status endpoint and lab-ordering webhook events.
- When Results are published, retrieve or refresh downstream blood result and output workflows.
Assigned Inventory
Use Inventory Management to check available inventory and assign the selected inventory item to the User. Lab Connect depends on assignment, but the full inventory workflow is covered in Inventory Management.
For Lab Connect, the important assignment effects are:
| Assignment detail | Why it matters |
|---|---|
| Inventory item SKU | Determines the panel of biomarkers expected from the lab workflow. |
testId | Identifies the assigned testing/result container. Store this value for activation and Result ID-specific marker checks. Some Lab Connect endpoints name this same identifier {resultId}. |
When an endpoint names the path value {resultId}, pass the assigned container identifier as that path value.
After assignment, your application can proceed directly to activation when it has the required identifier and User details. Use User test/status metadata when you need to recover the assigned Test later or display the current state.
User Test/Status Metadata
Use the User test/status endpoint when your application needs current Test state, activation identifiers, or fulfillment status:
GET /api/customer/v1/tests
Authorization: Bearer {customer_token}The API Reference labels this operation Provides all blood results. In Lab Connect, use it as the User test/status endpoint for assigned and activated lab orders.
This endpoint reports the current state of the User's Tests. Use the returned state to decide what to display to the User or whether the next step in your workflow is available. Do not use the guide to infer the internal business rules that produced a state; use the API Reference for the complete response schema and field definitions.
Common uses include:
| Use case | How to use the endpoint |
|---|---|
| Activation happens later | Retrieve the User's current Tests and identify the assigned Test to activate. |
| Your application needs readback | Display current state from the returned Test metadata. |
| Your application missed a webhook or needs recovery | Refresh the current state from the API before continuing. |
| Results are published | Use the returned state as a signal to refresh downstream blood result and output workflows. |
Treat unknown or new returned values as other or unknown so your application remains resilient.
Choose The Collection Method
Use location as the primary collection-method input:
| User location | Collection method |
|---|---|
| Canada, NY, NJ, RI, AZ, or HI | Use Mobile Blood Draw. |
| Other supported U.S. states | Choose PSC or Mobile Blood Draw based on the experience you want to offer. |
After choosing the collection method, use the matching activation endpoint. Use the User test/status endpoint for current state readback, not as a substitute for the location-based collection-method rule above.
Recover Or Inspect The Assigned Test
If activation happens later or your application needs to recover the assigned Test, use the User test/status endpoint to match the assigned Test metadata for the User.
If inventory has been assigned to the User, the response can include the corresponding Test metadata. Store the returned identifier for activation and Result ID-specific marker checks. When an endpoint names the path value {resultId}, pass the assigned container identifier required by that endpoint.
To see which biomarkers are available for a specific inactive assigned record, call the Get available marker for a specific result operation:
GET /api/customer/blood/results-upload/{resultId}/available-markers
Authorization: Bearer {customer_token}Use this endpoint before activation when your application needs to show or verify which biomarkers are included in the assigned panel.
Activation
Activation uses a customer-level token. Use the activation endpoint that matches the selected collection method.
Activation locks the assigned Test to the User and starts the InsideTracker-managed approval and lab-order creation process.
| Lab workflow | Endpoint | Key request data |
|---|---|---|
| PSC testing / standard activation | POST /api/customer/blood/results/{resultId}/activate | User address, contact phone, and blood draw location. |
| Mobile Blood Draw activation | POST /api/pages/orders/activateMbd | testId, firstName, lastName, phone, note, and draw-location address fields. |
Standard activation:
POST /api/customer/blood/results/{resultId}/activate
Content-Type: application/json
Authorization: Bearer {customer_token}{
"address": {
"stateAbbr": "MA",
"countryId": 233,
"city": "Boston",
"street": "123 Main St",
"apartment": "",
"zipCode": "02124"
},
"contact": {
"phone": "11111111111"
},
"bloodDrawLocation": {
"countryId": 233,
"stateAbbr": "MA"
}
}Mobile Blood Draw activation:
POST /api/pages/orders/activateMbd
Content-Type: application/json
Authorization: Bearer {customer_token}{
"testId": 563,
"note": "Sample text",
"phone": "+12223333333",
"countryId": 233,
"stateAbbr": "NY",
"city": "New York",
"street": "123 Main St",
"apartment": "123",
"zipCode": "12311",
"firstName": "John",
"lastName": "Doe"
}Fulfillment Expectations
After activation, the fulfillment experience differs by collection method. Set clear expectations for the User so the blood draw is completed without support escalation.
| Area | Implementation guidance |
|---|---|
| PSC testing | The Order is created electronically with Quest. A lab slip is available to print for the visit, but the electronic order is the primary path. The User should use legal name, date of birth, sex, address, and phone details that match the activation record and their identification, because mismatched information can make the Order difficult for the Quest technician to locate. |
| PSC scheduling | The User should receive scheduling guidance for Quest. If your integration presents scheduling instructions, keep them separate from API activation so the User understands activation and appointment scheduling are distinct steps. |
| Mobile Blood Draw scheduling | The MBD provider is assigned based on User location, provider availability, and suitability. Scheduling and confirmation vary by provider, so your application should present collection-method-specific expectations after activation. |
| User preparation | Preparation requirements depend on the panel and collection method. Use approved preparation copy instead of improvising clinical instructions in your application. |
| Sample collection and processing | The User goes to the lab, or the lab comes to the User. Blood is drawn, the specimen is processed by the lab workflow, and Results are returned to InsideTracker. |
| Result review | When Results are returned, InsideTracker attaches them to the User and the Results are reviewed. If critical Results are encountered, clinical outreach occurs. |
| Result publication | When Results are ready to publish, InsideTracker sends your configured webhook endpoint an event indicating new Results are published. |
Status And Events
Use the User test/status endpoint to track assigned or activated lab orders and build User-facing states from the metadata returned by that endpoint.
When isPublished=true, Results are available for downstream blood result and output workflows. The Blood Results API also includes All blood results (GET /api/customer/v1/blood/results) and Get specific blood result (GET /api/customer/v1/blood/results/{id}) for result retrieval.
Webhook events can help your application react to lab-ordering and result milestones:
| Event | API reference path | Typical use |
|---|---|---|
| Blood result activation approved | POST /webhooks/blood-result-activation-approved | Update order state when activation is approved. |
| Blood result activation MBD changed | POST /webhooks/blood-result-activation-mbd-changed | Update Mobile Blood Draw state when the MBD provider changes. |
| Blood result published | POST /webhooks/blood-result-published | Refresh Results or output availability when Results are published. |
Critical-result review is handled through InsideTracker's lab-ordering vendor. If your User experience requires organization-specific language for vendor outreach, align that scripting during implementation.
Implementation Checklist
Lab Connect checklist
- You have service-level authentication for inventory operations.
- You have customer-level authentication for activation and status operations.
- You store the User's
extId. - You confirm the User is in the United States or Canada.
- You collect the User location needed to choose PSC or Mobile Blood Draw.
- You understand which inventory items are available for your organization before presenting lab-ordering options.
- You check the User's assigned inventory before assigning a new item.
- You understand which panel the assigned inventory represents.
- You store the assigned SKU and
testIdreturned by assignment. - You use
testIdfrom assignment for immediate activation, or retrieve User test/status metadata withGET /api/customer/v1/testswhen activation happens later. - You choose PSC or Mobile Blood Draw before activation.
- You store the assigned container identifier needed for the order flow.
- You check result-specific available markers if your experience shows which biomarkers are included.
- You choose the PSC or Mobile Blood Draw activation endpoint based on the selected collection method.
- You validate address, contact, and draw-location fields before activation.
- You provide collection-method-specific preparation and scheduling instructions.
- You account for critical-result outreach in User-facing support copy.
- You use returned Test state to present clear User-facing progress and recovery states.
- You handle webhook events idempotently and recover state through
GET /api/customer/v1/tests.
Related API Reference
| Area | Endpoint |
|---|---|
| Assign inventory | POST /enterprise/inventory/sa/v1/assignment |
| User test/status metadata, labeled Provides all blood results in the API Reference | GET /api/customer/v1/tests |
| Get available marker for a specific result | GET /api/customer/blood/results-upload/{resultId}/available-markers |
| Standard activation | POST /api/customer/blood/results/{resultId}/activate |
| Mobile Blood Draw activation | POST /api/pages/orders/activateMbd |
| All blood results | GET /api/customer/v1/blood/results |
| Get specific blood result | GET /api/customer/v1/blood/results/{id} |
| Activation approved webhook | POST /webhooks/blood-result-activation-approved |
| MBD changed webhook | POST /webhooks/blood-result-activation-mbd-changed |
| Blood result published webhook | POST /webhooks/blood-result-published |
Related Topics
- Creating Users
- Authorization and Security
- Inventory Management
- Blood Result Upload
- Add Blood Result
- Webhooks
Updated 27 days ago