The Challenge
Synergy Lab is a medical reference laboratory serving both hospital and outpatient facilities. In that world, document volume is not a quarterly problem, it is a daily one. The lab processes thousands of records every single day, each requiring accurate tagging, identification, and association with their corresponding source documents. And every one of those records has to be maintained and retrievable for years, because of regulatory and legal requirements.
Before Laserfiche, the process of getting those records into the system was slow and manual. Staff scanned documents one by one and applied labels by hand. At the volume Synergy Lab operates, this made scaling a large logistical problem.
The technology team describes the pre-Laserfiche environment plainly: an extremely slow and manual process, prone to errors and missed document uploads. At that scale, manual means falling behind. Errors mean compliance risk.
The Solution
JPI implemented Laserfiche with Quick Fields, Laserfiche's intelligent document capture tool, to build a purpose-built workflow for Synergy Lab's volume and accuracy requirements. Rather than asking staff to manually process each record, the system now handles bulk scanning with automatic tagging and identification built into every step.
The result is a workflow where thousands of records move through the system each day with consistent classification, accurate labeling, and a complete audit trail, without requiring proportional staff time to make it happen. The records that used to pile up now move through automatically. The manual identification steps that used to depend on individual staff attention are now handled by the system.
All our records can be easily scanned in bulk while still being tagged and identified.
VP of Technology, Synergy Lab
Critically, all original paperwork must be maintained and kept associated with its corresponding records for several years, a hard regulatory requirement. Laserfiche enforces that association as a built-in system behavior rather than a manual filing discipline that depends on individual staff to get right every time.
The Results
The operational impact at Synergy Lab comes down to two things: time and confidence.
On time: the lab now saves multiple hours per day that were previously absorbed by manual scanning and document identification. That is meaningful capacity returned to staff who can focus on work that actually requires human judgment.
On confidence: audit requests that once required a scramble now have near-instant turnaround. When oversight inquiries arrive, the response is a search and a retrieval, not a hunt through filing systems.
It has been exceptionally helpful in the face of forensic work or internal audits and document review. All material is in one easily referenced location.
VP of Technology, Synergy Lab
The compliance picture has also changed. Synergy Lab now has a controlled, formalized plan to identify and locate any scanned material. The gap between having documents and being able to produce them reliably is closed.
The Relationship with JPI
After six years, Synergy Lab's view of JPI is straightforward: they are one of the lab's top vendors from a technical support perspective. The relationship is described as courteous, prompt, friendly, and supportive, the kind of partnership that does not require escalation or friction to get things done.
JPI has enabled us to scale in ways that would be impossible or cost-prohibitive otherwise. They have an open ear and are prompt to respond to any issues or questions that might possibly come up.
VP of Technology, Synergy Lab
For a lab processing thousands of records daily, the alternative to automation is either more staff, more errors, or both. Laserfiche, implemented and supported by JPI, removed that equation from the table.