Answers for Common Part 2 Questions Flashcards

1
Q

How would you choose a new FBC analyser?

A

1) Review relevant SOPs, policies and institutional guidelines for procurement of a new FBC analyser
2) Form an MDT with the relevant and interested stakeholders: for a FBC analyser this would include clinical and laboratory Haematologists, managers, sections heads, laboratory technical staff.
3) Establish your budget

4) Develop a business case
- Why do you need a new analyser (old/ out of date machine, increased throughput required, new technology, safer technology (i.e. cyanide free Hb measurement) etc….

5) Assess different machines looking specifically at:

i) Cost
- Capital cost over life of the instrument
- Purchase outright vs loan
- Operational costs for consumables and reagents
- Maintenance contracts
- Labour costs
- Cost per test vs cost per test reported

ii) Operation of the instrument
- How is haemoglobin, Hct, NRBCs measured? How is the WCC diff performed? What options are there to measure platelet count (optical vs impedance)?
Which parameters are measured directly vs which are calculated?
- CSF/ body fluid mode?
- Machine specs (accuracy, precision, reportable range, linearity etc..)
- How simple/ difficult to run
- Automated vs manual
- Throughput
- Ease of in-house maintenance

iii) Physical requirements
- Size, power/ voltage requirements, water, compressed air

iv) Environmental concerns
- Waste and waste disposal

iv) Assessment of safety
- Closed analytical system? Cap piercing technology?

v) Staff training

vi) IT requirements
- Compatible with LIS and current middleware? Need for additional middleware?
- Flags, critical alert settings, rules for blood films to be made
- Compatible with cellavision?

vii) Maintenance/ repairs/ servicing/ support
viii) Validation/ verification
ix) QC programme/ EQA
x) Accreditation/ compliance

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2
Q

How to choose a new LIS

A

1) Review relevant SOPs, policies and institutional guidelines
2) Form an MDT with the relevant and interested stakeholders
3) Establish your budget
4) Establish your timeline

5) Develop a business case
- Why do you need a new LIS?
- What do you need your new LIS to do?
( Sample tracking tool/ sample management (pre-analytical, analytical and post analytical), instrument and middleware integration, inventory and equipment management, quality management system)
- Haematology specific: reflex testing, expert systems for automatic comments, rules for referral to Haematologist/ film to be made
- What are your administrative and financial requirements
- What are your IT requirements (data management, electronic data exchange)
- What are your security requirements?

6) Assess different LIS systems
- Document workflows and optimise them before selecting LIS
- Develop a comprehensive request for proposal (RFP) - give each vendor the same information and time to respond
- Develop a demonstration script for LIS vendors and evaluate their proposal objectively.

7) Choose the best LIS for your lab by assessing:
i) Budget/ costs

ii) Rich features that meet your specified requirements for your LIS while being cost effective, user friendly and having an intuitive interface
iii) Implementation
iv) Ability of the system to evolve based on your future requirements
v) Support service
vii) Accreditation/ compliance

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3
Q

How would you go about setting up POCT?

A

1) Review relevant SOPs, policies and institutional guidelines
2) Form an MDT with the relevant and interested stakeholders (POCT coordinator, Key Operator, Clinical nurse manager of ward/department)
3) Establish your budget/ funding

4) Pre-acquisition assessment
- Clinical need and alternatives (new test/new methodology/ replace equipment)
- Screening vs diagnostic vs both
- Equipment and purchase options
- Staff and facilities
- Cost effectiveness/ cost benefit analysis
- How many people will use it?
- Anticipated test volumes? (per day, per week etc.)

2) Performance assessment
- Technical: accuracy, precision, compatibility etc…
- Reagent characteristics and stability
- Health and safety

3) Implementation
- Validation of methodology and test performance
- Work out the results interpretation
- Development of all SOPs, manuals, troubleshooting guides
- Training of all users
- Develop a monitoring and auditing program

4) Ensure the POCT system has QC and is part of the EQA program
6) Accreditation/ compliance
5) Health and safety

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4
Q

How do you manage complaints regarding turn around time?

A

The first step is to determine the scale and seriousness of the complaint. This often requires a discussion with the complainant and reviewing whether there have been additional complaints or incident forms filled regarding the issue:

  • How often are the delays happening? Single event vs a widespread issue?
  • Which tests are affected?
  • When? E.g. time of day? specific situations? Staff?
  • Have patients been adversely affected?
  • What does the complainant consider the appropriate TAT to be for this test? Is this realistic? Is it in keeping with the lab determined TAT?

It also involves looking at objective evidence regarding TAT of the test in question:

  • What have been the results of our internal audits regarding TAT (mean, median, tail size/ outliers)
  • Have we had documented issues with overdue tests?

Answers to the above questions will determine the appropriate course of action. Any significant complaints regarding TAT requires an audit and investigation.

1) Determine the appropriate MDT to investigate the problem and be involved in the audit (pathologist, section head, scientists, quality)

2) Identify issues/what needs to be audited?
- What definition of TAT will we use?
- Ideally we want to measure both extra-laboratory and intra-laboratory factors that determine the TAT. This involves assessing the process from test ordering right through to the point in which the clinician accesses the result. (i.e a complete vertical audit)
- How is this best assessed: ideally prospective as extra-laboratory factors affecting TAT are often not accurately documented/ can be difficult to determine in retrospect.

3) . Identify standards
- Determine the ideal TAT for the test/ procedure
- Lab website, national or international standards, determine in conjunction with ordering clinicians

  1. Comprehensive investigation/data collection:
    - How will data be collected? By whom?
    - What data needs to be collected?
    - Need for institutional sign off? Ethics (usually not necessary for an audit)?
  2. Compare data to standards
  3. Identify areas for improvement and implement changes
    - Pre analytic, analytic, post analytic
  4. Discuss results of audits and recommendations with key stakeholders/ interested parties
  5. Re-audit
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5
Q

Blood and body fluid- what do you do?

A
  1. Clean/irrigate affected area thoroughly with running water
  2. Apply antiseptic
  3. If still bleeding cover with plaster
  4. Inform safety officer / manager / shift supervisor
    a. They will do a risk assessment
    b. ID team need to be contacted if patient is known to be HIV/HBV/HCV positive or if patient blood is unobtainable
  5. Retrieve BBFA pack from laboratory - complete all fields
  6. Provide a sample for baseline blood testing
  7. Contact OHS - particularly if baseline HBV immune status unknown
  8. Incident report - DATIX
  9. Contact EAP if you would like supportive counselling.
  10. Clean any associated spill as per biohazard procedures
  11. If sample unusable- contact clinical team
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6
Q

The director of anaesthetics wants to buy a TEG for use in cardiac surgery. They want to know whether this can be operated and serviced by a blood bank scientists as blood bank is next to theatres. How would you advise?

A
  • TEG is a point of care device: that is a device used outside of the main laboratory at or near the site of the patient.
  • One of the main aims of POCT is to reduce turn around time to rapidly provide results that can immediately inform patient management.
  • TEG is commonly used in cardiac surgery and there is an increasing literature base to support its use.
  • I would advise the director of anaesthetics that:
    1) There is a process to obtaining POCT within our hospital and that it is important that we understand and follow the SOP, policies and guidelines in place regarding acquisition of POCT

2) Pre-acquisition assessment is necessary in order to be able to draft a business case for a new POCT device. This involves setting up an MDT with stakeholders and interested parties.
- Why do we need POCT?
- What is the evidence base for POCT in this setting?
- Are there reasonable alternatives? What are our current practices?
- Has a cost benefit analysis been performed?
- What costs are involved (staff, machine, reagents)?
- Which department will pay/ where are the funds coming from?
- How will we define thresholds for transfusion?
- Practicalities of running POCT

The issue here is the request for a blood bank scientist to run the tests

  • Will require additional training- is this feasible?
  • What are the anticipated test volumes- do we have adequate staffing available at all shifts to perform?
  • Can we guarantee that the requirement for POCT will not get in the way of safe and timely delivery of blood products?
  • Are there any alternative staff from within anaesthetics/ theatres who could perform the TEG?

Once these issues are sorted, draft a business proposal. Once approved, can start choosing the appropriate analyser and implementing it.

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7
Q

How are TAT targets set and measured?

A
  • Clear definition of what TAT means in your laboratory in terms of start and end points.
  • Time points measured are largely dependent upon the LIS used and its interface with the HIS: extra-laboratory factors affecting the TAT are often not easily available. Using an “intra-laboratory” definition of TAT (receipt of sample to release of report) enables data to be collected easily, reliably and importantly- on an ongoing basis through the LIS (i.e. with data mining) and through audits.
  • TAT target depends on setting (inpatient vs outpatient, ED/ ICU vs general ward), clinical urgency and the test ordered.
  • Each test has a minimum or fastest time possible but this can be longer if there are delays.
  • TAT targets are often set by looking at international consensus and guidelines set by reference laboratories
  • These guidelines can also be assessed in the context of the individual laboratory and the needs of the clinicians requesting the tests and acting on the information (How often are tests performed? What is the throughput? Are the tests batched? How manual or automated is the test? What is a clinically acceptable TAT?)
  • TATs in our lab are audited on a monthly basis through data mining performed on the LIS. We audit the median TAT, mean TAT and outliers/ exceptions (tail size). Lotus notes (our reporting system) flags the overdue samples. We also do at least one vertical audit a month where a test is picked at random and everything is checked including the TAT.
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8
Q

How to manage the laboratory during a pandemic

A

1) Specific role of the pathologist
- Part of the leadership team (along with executives, managers, clinical pathologists, technical section heads, clinicians, and safety experts)
- Active role in planning, advising and implementing changes.
- Keeping up to date with the evolving evidence, developments and recommendations that come from multiple difference sources including the WHO, government agencies such as the MoH, authoritative bodies, expert opinions and advice.
- Providing team members with this reliable, evidence-based information in a clear, professional and ethical manner.
- Provide confidence and support in teams.

2) Risk analysis/ management
- Leadership team to perform extensive “what if” evaluations of laboratory operations, safety, IT, specimen handling and transportation, human resources, business development, and regulatory compliance to identify areas of potential risk and propose solutions or alternative options.

3) Plan
a) Reduce the risk of the infection spreading through the lab
i. Standard precautions, handwashing, PPE, social distancing, WFH options

b) How to manage staffing levels in the event of staff illness

c) Changes to laboratory operations
i. Routine workload may decrease if elective procedures etc are cancelled.
ii. May need to stop performing certain tests within the laboratory during the pandemic to allow concentration of resources to where they are required in the short term
iii. Increased workload is likely to be expected in some areas (i.e. molecular, microbiology)
iv. Upskilling of certain staff may be necessary
vi. Need for new analysers/ reagents etc…
- Particularly relevant to Haematology with the Covid-19 pandemic due to the requirement for staff with molecular training to be involved in Covid-19 testing

d) Changes in the supply chain
e) Changes in revenue/ finances
4) Stakeholder engagement and communications strategy
5) Staff welfare

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9
Q

What is a chemical hazard?

What are some examples?

A

A chemical hazard is a (non-biological) substance that has the potential to cause harm to life or health

Examples include:

  • Solvents (ethanol, acetone, formaldehyde)
  • Acids (Acetic acid, hydrochloric acid, sulphuric acid)
  • Alkalis (Ammonia, potassium hydroxide, sodium hydroxide)
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10
Q

What are the procedures in the lab to reduce the risk of flammable chemicals?

A
  • Flammable and combustible chemicals are distinguished on the basis of their flash points: flammable chemicals have a flash point below 37.8 °C, combustible between 37.8 and 93 °C.
  • Always review the hazard labels on the product and the SDS.
  • Always follow SOP, policies and guidelines within the lab

Storage:

  • The quantity of flammable chemicals should be kept at an absolute minimum. Flammable chemicals should only be ordered in quantities that can be used within a few months.
  • Must be stored in approved safety cans. Keep container tightly closed in a cool, dry, well ventilated place out of direct sunlight and away from heat and ignition sources: ideally in a flammable storage cabinet.
  • Storage on bench top, open shelves or within a fume hood is inadvisable
  • Separate chemicals that are potentially incompatible and that might react with one another to produce an explosive, toxic, or flammable product
  • Stored chemicals should be examined periodically for replacement, deterioration and container integrity.

Handling:

  • Minimize the release of flammable vapours
  • Eliminate or control other sources of ignition and heat in the laboratory
  • Never use open flames in the same area where flammables are being used
  • Minimize the amount of combustible materials (e.g. paper) in the vicinity
  • Use fume hoods whenever possible, particularly when transferring or heating flammable liquids always for flammable gases.
  • Only use non-sparking tools
  • Use only electrical, ventilation and light equipment that is labelled as explosion proof
  • Wear appropriate PPE: gloves, protective clothing, eye protection, face protection
  • Make sure you have the proper extinguishing media in the vicinity of the operation
  • Know what to do in the event of a spill or other adverse event such as a fire
  • Know the location of safety equipment (eye wash stations etc…) and spill kits
  • Know procedure for cleaning up a chemical spill
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11
Q

What does biohazard mean?

What procedures are in the lab to reduce risk to health and safety from biological samples?

A

The term biohazard refers to any biological materials that pose a threat to the health of living organisms.

  1. Laboratory Quality and Safety Management Systems
  2. Safe system of work/ culture within the lab that sees H&S as a priority and an important part of laboratory work
  3. Staff training and competency assessments
    - Know and obey rules of the lab (i.e. no food or drink except for in designated areas)
    - Always follow SOP, guidelines and documentation when performing procedures
    - Hand washing (aseptic vs routine)
    - Standard precautions (tie long hair back, closed shoes, cover cuts with a water proof dressing)
    - Wear correct PPE for the correct procedure
    - Know which samples must be handled in a biosafety cabinet
    - Know which disinfectants need to be used when
  4. Laboratory design:
    - Work-space environment: placement of sharp bins to reduce sharps injury, location of biohazard bins and biosafety hoods.
    - Use of automation (closed analytical system, cap piercing technology)
  5. Occupational health and safety
    - Staff are immunised against communicable disease (esp. Hep B)
    - Clear procedures for blood and body fluid accidents within the lab
    - Clear procedures for the clean up of a biological spill
    - Clear protocols around waste disposal
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12
Q

How are acids stored/ handled in the lab?

(can also be used for questions about bases: both are corrosive chemicals (dehydrators and oxidisers are also corrosive chemicals))

A
  • Take note of the hazard labels on the product and the SDS for information on handling and storing acids.
  • Always follow SOP, policies and guidelines within the lab
  • Know what to do in the event of a spill and have spill kits easily accessible

Storage:

  • Strong acids should be stored in an appropriate container, in cool, dry place out of direct sunlight and away from heat and ignition sources: preferably in a corrosion proof safety cabinet designed for acids
  • Storage on bench top, open shelves or within a fume hood is inadvisable
  • Separate chemicals that are potentially incompatible and that might react with one another to produce an explosive, toxic, or flammable product
  • Stored chemicals should be examined periodically for replacement, deterioration and container integrity.

Handling:

  • Avoid generating vapours or mists
  • Use appropriate PPE: chemical safety goggles and face shield when contact is possible. Wear chemical protective clothing e.g. gloves, aprons, boots for strong acids. May require respiratory protection depending upon the acid being used.
  • Ensure adequate ventilation or use a fume hood where appropriate
  • Immediately report leaks, spills or failures of the safety equipment
  • Never add water to a corrosive (add the corrosive to water).
  • If product is transferred to another container, ensure new container is suitable for the product. Never reuse empty containers .
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13
Q

What are the procedures in the lab to reduce the risk of compressed gasses?

A

Compressed gas cylinders are defined as any materials or mixtures in containers having an absolute pressure in excess of 40 psi at 20°C or in excess of 104 psi at 54.5

Compressed gas cylinders should be considered high-energy sources regardless of the type of gas and all should be treated as potential explosives.

Understand the hazard labels of cylinders of compressed air, read the SDS, always follow the SOP, policies and guidelines in place within the laboratory.

Storage:
1. Cylinders must be stored in designated storage areas away from ignition sources, corrosives, electrical supply sources and heat.

  1. Store oxidizers away from flammable gases. Oxygen and fuel gases must be separated by a distance of at least 7.6m or by a firewall. As an alternative, oxygen can be moved directly to the area of use.
  2. The valve protection cap must be kept on at all times, except when a cylinder is in use.
  3. Cylinders must be chained or strapped, or otherwise mounted, securely in place to prevent them from falling over. Cylinders must be individually mounted or strapped.
  4. Corrosive gases should be stored for the shortest possible time period: under three months is preferable.
  5. Cylinders may not be stored in areas not protected from the weather.
  6. Cylinders must be clearly labelled with the contents, by the vendor’s identification label. If labels are coming off, notify the Lab Manager immediately. Unlabelled cylinders cannot be returned to the vendor.

Handling:

Special training required: do not operate if you have not been trained.

  1. Handling and use of gas cylinders and lecture bottles
    must comply with manufacturers’ recommendations.
  2. Do not use flammable gases near exit paths.
  3. Wear safety glasses or goggles when installing or removing regulators on gas cylinders.
  4. Never use a wrench or other tool to open the valve unless the vendor supplies a special tool for that purpose. Use your hands.
  5. Never completely empty a cylinder. Leave a slight pressure (about 25 pounds) to keep out contaminates that may react with the contents or corrode the cylinder.
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14
Q

What are the procedures in place within the laboratory to safely handle and store formalin?

A
  • Take note of the hazards labels on the product and the SDS for information on storage and handling
  • Always follow SOP, policies and guidelines within the lab
  • Do not handle until all safety precautions have been read and understood.
  • Know what to do if there is a spill and have appropriate safety equipment accessible in the event of a spill

Storage:

  • Store in a closed container in a well-ventilated area.
  • Keep away from heat and direct sunlight.
  • Store locked up.
  • Can monitor formalin levels

Handling:

  • Avoid contact with skin and eyes.
  • Do not breathe mists/vapours/spray.
  • This product should be used outdoors or in a well ventilated space designed specifically to be safe with formalin use.
  • Do not eat drink or smoke when using this product.
  • Wear adequate PPE: Safety glasses, gloves, sleeve protectors, gowns. Use a full-face respirator fitted with an organic vapour cartridge.
  • Remove contaminated clothing and wash hands and face before entering eating areas.
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15
Q

How do you deal with a formalin spill?

A

1) If safe to do so: contain the spill (small spills: formalin absorbency sheet, larger spills Spill-X-FP granules)
2) Inform safety officer/ section head/ person in charge
3) Inform others in the area as they may need to evacuate

4) Refer to the SDS and SOP for formalin spill to get the following information:
- First aid measures if individuals have been exposed/ contaminated
- Definition of simple vs complex spill with this particular chemical
- Is evacuation necessary?
- Procedure for cleaning up a spill

5) If this is a complex spill: keep the area evacuated and activate HAZMAT alert- this will result in the NZ fire department being alerted to the spill and they will attend to help with the clean up.
6) If this is a simple spill then clean up the spill

a) Small spill (<70ml)
- Contain spill by covering with a formalin absorbency sheet
- Put on appropriate PPE
- Spray scavenger over/ near spill to neutralise fumes
- Ensure there is no specimen in the spill or stuck to the absorbency sheet
- Clean spill as quickly as possible using additional formalin absorbency sheets if necessary, discarding sheets into a appropriate chemical waste bag then tie bag off
- Wipe down the are with disinfectant
- Incident report

b) Large spill
- Use Spill-X-FP granules
- Put on appropriate PPE. A respirator mask must be worn
- The area must be evacuated
- Close off the area as best as you can
- Contain the spill by circling it with Spill-X-FP granules then cover all liquid
- Once all is absorbed, collect it into a chemical hazard bag, tie off and discard in a chemical hazard bin.
- Phone histology to monitor formalin levels in the area every 5- 10 minutes until the level is deemed safe to work in
- Incident report

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16
Q

What do you do when an analyser is down?

A
  1. Assess the problem
  2. Consult relevant SOPs
  3. Inform charge scientist
  4. Get the problem fixed
    - Technician
    - New machine?
  5. If outage is moderate or major then inform duty manager/wards (777 Alert)
    - Email to all clinicians
    - Important that only critical tests are performed during this time
  6. What should be done in the interim?
    - Can test be performed on another machine/analyser - is there a back-up analyser?
    - Send all specimens to another laboratory
    - Urgent tests - POCT ABG or send to alternate laboratory.
  7. Inform duty manager when problem is fixed and testing can resume as normal. Expect increased load initially.
  8. Incident report and review to prevent it happening again - lab meeting discussion.
17
Q

What specific measures can you take when your LIS / analyser interface is down?

A
  • Use IT3000 or delphic
  • Bypass component that is down
  • Manual entry
  • Fax results to wards
18
Q

What are critical values, how are they set, what do you do with them in your lab?

A

1) What are critical values?
- Laboratory test results that exceed established limits (high or low or delta change) as defined by the laboratory for certain analytes.

  • Critical results are considered life threatening and require immediate notification of the physician, the physician’s representative, the ordering entity, or other clinical personnel responsible for the patient’s care.
  • ISO 15189 accreditation requires clinical laboratories design and establish a protocol for identifying critical results and informing the responsible clinician of these results. A periodic evaluation of the system is also essential for accreditation.

2) How are they set?
- The alert thresholds should be set based upon clinical outcome data using published literature sources, or expert consensus (e.g. published in national or international guidelines) where available.

  • Alert lists should also be developed in consultation with the representative clinicians using risk assessment principles
  • This enables an alert list to be developed which will contain the following information:
    a) The name of the tests
    b) The reporting unit of the test
    c) The alert thresholds (e.g. upper, lower and/or delta thresholds) beyond which results require notification
    d) The timeframe of notification
  • The lists may be divided into categories based on the degree of clinical risk, with each category assigned a clinically appropriate time frame within which results need to be communicated.

3) What do you do with them in your lab?
- Critical values set as “flags” on the middleware system IT3000
- When a result meets the criteria for a critical value, a “Phone alert” will be issued on IT3000. This will prompt the operator to notify the results. This is done via a direct phone call to the ordering clinician or the on call registrar or consultant after hours.
- Once the result has been notified , the operator will have to record this on the “Phoned format” of IT3000, along with the name and location of the person notified
- Any other (non IT3000) Haematology parameter that has been so notified will be recorded on the Request Form Image (RFI). Parameter, value, time, person notified and notifiers initials must be recorded.
- Any difficulties in having recipients accept notification will be recorded also and the senior staff member notified.

19
Q

What is a digital microscope?

How would you go about setting up digital microscopy in your laboratory?

A

1) What is digital microscopy
- A digital microscope is a microscope that uses a digital camera instead of an eyepiece.
- The digital microscopy system usually comprises of a slide feeder, scanner, storage server and computer environment. The image acquisition is performed by a scanner which scans the whole glass slide, capturing a series of images, then uses software to combine or “stitch” the digital slide images together to create a high resolution image.
- This can be used to improve peer sharing of diagnostic materials for for quality assurance and education purposes. It can also be used for diagnosis and obtaining a second opinion.

2) Setting up digital microscopy
1) Review relevant SOPs, policies and institutional guidelines related to the purchase of new equipment

2) Form an MDT with the relevant and interested stakeholders (pathologists, laboratory staff and IT)
3) Establish your budget/ funding

4) Pre-acquisition assessment
- Clinical need and alternatives
- Cost (microscope, additional staff/ staff training, QA, workstation equipment)
- Staff and facilities (i.e. is there an appropriate physical space for the microscope, acceptable ergonomics)
- IT requirements (interoperability with existing systems including the LIS, file storage requirements, network and communications requirements, network bandwidth, privacy and security requirements, additional software and/ or hardware required)
- Cost effectiveness/ cost benefit analysis
- Technical support, servicing and maintenance requirements/contracts

2) Performance assessment
- Time taken to diagnose using digital microscopy versus conventional microscopy
- Quality and resolution of the image of the glass slide.
- Reliability and performance factors (scanning speed, usability of the application used for viewing the slide, selecting fields of interest; selecting and changing magnification of an image etc…)

3) Implementation
- Validation (if intended for diagnostic use then validation must include demonstrating the equivalent diagnosis is made between conventional and digital microscopy must be supervised by an adequately trained pathologist and involve all relevant stakeholders)
- Clearly defined and documented procedures covering the workflow and equipment operation.
- Training of all users (Allow a sufficient time for doubling up conventional and digital microscopy workflows until the pathologist has confidence with the new process)
- Quality control (image quality standards for image resolution, colour depth, scan rate, barcode read rate, display response time)
- Develop a monitoring and auditing program
- Accreditation/ compliance

5) Health and safety

20
Q

How do you deal with a chemical spill?

A

1) Inform safety officer/ section head/ person in charge
2) Inform others in the area as they may need to evacuate

3) Refer to the SDS and SOP to get the following information:
- First aid measures if individuals have been exposed/ contaminated
- Definition of simple vs complex spill with this particular chemical
- Is evacuation necessary?
- Procedure for cleaning up a spill

5) If this is a complex spill: evacuate and activate HAZMAT alert- this will result in the NZ fire department being alerted to the spill and they will attend to help with the clean up.

  1. Arrange for the safe cleanup of the chemical
    - Locate correct spill kit (corrosive (acid, base) and solvent kits) and only use if safe to do so using two people and safety gear (goggles, gown, gloves, respirator)
    - Use absorbent pads and socks or neutralising powder to contain and mop up the spill
    - Make sure the absorbent pads/ socks or neutralising powder is the right material for the chemical (refer SDS)
    - Double bag the material, seal off and label towels and socks while wearing personal protective gear
  2. Disposal depends on the chemical involved
  3. Fill out incident report
21
Q

How do you deal with a biological spill?

A
  1. First aid if BBFA associated with spill
  2. Report spill to supervisor / safety officer
  3. Inform other staff in the area - may need to evacuate the area or cordon off the area
  4. Always wear PPE - plastic apron, gloves, eye protection and mask if not inside a biological safety cabinet
  5. Always treat the spill as if it were infectious
  6. Limit / Clean up the spilt material
    a. Remove sharp objects with forceps
    b. Wipe material towards centre
    c. Try to avoid creating aerosols
  7. Disinfect all surfaces - Trigene
  8. Inform clinician if blood/ body fluid no longer usable for analysis
  9. DATIX Incident report
22
Q

The coagulation technical head is concerned that the HIT assay will not meet calibration requirements for accreditation? How will you proceed?

A

1) Seek more information from technical head and other members of the coagulation team
- New test? New problem with a well established test?
- What is the current method of calibration used, how often are we calibrating?
- What are they specifically concerned about? Why do they feel that the assay will not meet the accreditation requirements?

2) Obtain objective information
- Review ISO 15189 standards regarding test calibration
- Has the assay previously undergone accreditation? Any issues raised at the previous accreditation?
- Review documentation regarding calibration for the assay (i.e. calibration record)
- Review the results of any relevant audits that have been performed.
- Compare current calibration results to the specified standards.

3) Formulate a plan with section head/ coagulation staff/ quality officer:
- Exact plan will depend on why you are not meeting accreditation standards
- Can you change/ modify current technique?
- Do you need to develop a new way of calibrating?
- If this is a new test and there isn’t an easy solution to get it up to accreditation standard- is a new assay required?

4) Assess impact of changes to ensure that the HIT test will meet calibration requirements for accreditation
- Audit

23
Q

You find out that laboratory scientists have been giving out lab results to patients over the phone when requested. How would you respond?

A

This is a breach in laboratory protocol and requires an investigation. Lab results should be communicated to the patient by the ordering doctor as they are best able to provide context and therefore an adequate explanation about the relevance of the results. The lab scientists do not have the correct training to provide this context and should therefore not provide this information. This could cause significant patient harm and psychological distress.

1) ) Seek more information about the problem:
- When did this occur/ what was the context?
- One staff member vs several staff members?
- Certain time of day? Specific shift? Specific situation?
- Which tests?
- Have patients been adversely affected?

Depending upon the extent and seriousness of the problem, may need to proceed with an investigation:

2) Determine the appropriate MDT to investigate the problem. This should include the Haem pathologist, section head, quality officer and a representative for the technical haematology staff
- Review hospital policy regarding investigation of a breach of lab policy
- In our institution this would require an incident form (DATIX) to be filled so that the appropriate investigation and follow up can be initiated.

3) Investigate the problem:
- Perform a root cause analysis
- Anonymous staff audit? Non- punitive staff interviews?

4) If more than one staff member has breached this protocol, then this signals a problem with the training of laboratory staff.
- Review laboratory staff training around communication of results (Orientation? On going basis?)

5) With your MDT, come up with solutions and recommendations to improve employee training. Ensure there is adequate documentation within policies and SOPs
6) Hold a training session with staff so that all are aware of the policies.
7) Perform a follow up audit

24
Q

A researcher within your hospital asks for access for leftover samples for a research project. What issues might you consider to determine your response? If the researcher is from your department how do you manage potential COI?

A

This request raises ethical issues. Informed consent is one of the pillars of medical ethics. While we do not obtain written informed consent to take most blood tests, this consent is implied when a patient willing presents for a blood test. There is an expectation from the community that we will only perform the tests that have been requested by their doctor. This is an important component of the trust that patients have for their medical providers and this trust should not be taken lightly.

1) Seek more information
- What is the research project?
- Has it been approved by the institution? By an external ethics provider (HDEC)?
- If it has been approved- what specifically has been detailed regarding obtaining consent from the patients?
- What tests will be performed (same as those ordered or different)?
- Is there any potential for incidental findings that may need to be communicated to the patient?
- What costs are involved? Who is paying for machine time/ reagent/ consumables etc…

2) I would most likely advise that left over samples cannot be used where informed consent has not been obtained
- I would recommended that the scientist explore ways in which patients can consent to left over samples being used in this way (will involve clinical teams).
- I would also advise that any research project such as this must get institutional ethics approval and quality assessment and go through the HDEC as per our institutional policy

3) Ensuring that the scientist has gone through these channels, which are external and independent from the department, is the best way of managing conflict of interest.

25
Q

What is the LIS? What are the key functions of the LIS in the context of a haematology laboratory?

A

Software system that records, manages and stores data for clinical laboratories. In the modern, increasingly automated clinical laboratory, the LIS is an essential component of lab functioning and has a variety of different functions beyond being a sample management and tracking tool. Key functions include:

1) Test ordering (more sophisticated LIS can provide information regarding appropriateness of tests ordered or restrict ordering of tests (i.e. thrombophilia screens) and alert if the test has been performed before (i.e. molecular tests such as HFE HH, JAK2 etc…))
2) Communication with analysers/ automation/ middleware (notification of problems with the samples such as platelet clumping, blood film making rules, interaction with cellavision)
4) Result entry and validation
5) Result reporting (often performed via interaction with expert systems/ middleware: which tests can be results can be released automatically? Re-run or reflex test necessary?)
6) Management and recording of notification (critical limit flags and reporting, MoH cancer database)
7) Data mining (audits, critical TAT (important for potential malignant diagnoses: bone marrows, molecular, flow))
8) Quality control and assurance
9) Inventory management (blood banking)
10) Administration
11) Billing

26
Q

What are the considerations when setting up a satellite lab?

A

1) Concept development, budget and timeline
2) Identify/define the population that will be served
3) Decide on tests that will be performed on site vs those that will be referred to the main laboratory and how the tests will be performed.
4) Layout/ environmental.
5) Instrument considerations
6) Staffing
7) Establish a quality management system
8) If there is a transfusion service, must have a haemovigilance program
9) Lab computer services
10) Accreditation/certification via external agency such as IANZ.
11) Actual set up

27
Q

How would you go about purchasing a new coagulation analyser?

A

1) Review relevant SOPs, policies and institutional guidelines for procurement of a new coagulation analyser
2) Form an MDT with the relevant and interested stakeholders: for a coag analyser this would include clinical and laboratory Haematologists, managers, sections heads, laboratory technical staff.
3) Establish your budget

4) Develop a business case
- Why do you need a new analyser (old/ out of date machine, increased throughput required, new technology, safer technology)

5) Assess different machines looking specifically at:

i) Cost
- Capital cost over life of the instrument
- Purchase outright vs loan
- Operational costs for consumables and reagents
- Maintenance contracts
- Labour costs
- Cost per test vs cost per test reported

ii) Operation of the instrument
- What tests can be performed on this analyser?
- What is the method of clot detection?
- How does it manage interfering substances?
- If factor assays: chromogenic vs clot based?
- How is fibrinogen measured?
- Machine specs (accuracy, precision, reportable range, linearity etc..)
- How simple/ difficult to run
- Automated vs manual
- Throughput, turn around time
- Ease of in-house maintenance

iii) Physical requirements
- Size, power/ voltage requirements, water, compressed air

iv) Environmental concerns
- Waste and waste disposal

v) Assessment of safety
- Closed analytical system?
- Cap piercing technology?

vi) Staff training

vii) IT requirements
- Compatible with LIS and current middleware? Need for additional middleware?
- Flags, critical alert settings, rules for reflex testing?

viii) Maintenance/ repairs/ Servicing

ix) Validation/ verification
- Sensitivity of APTT to factor deficiency, LAC and heparin?

x) QC programme/ EQA
xi) Accreditation/ compliance

28
Q

What is method validation?

What does this involve?

A

Validation= Confirmation by examination and provision of objective evidence that the requirements for a specific intended use or application have been fulfilled.

Prior to initiating a validation study, a well-planned validation protocol should be written and reviewed for scientific soundness and completeness by qualified individuals. The protocol should describe the procedure in detail, and should include pre-defined acceptance criteria and pre-defined statistical methods.

Determine precision (repeatability, reproducibility) accuracy, sensitivity: LoD and LoQ, specificity, linearity and range, robustness and ruggedness, uncertainty of measurement/ CV, reference intervals

29
Q

What is the process of amending a bone marrow biopsy report in your lab?

A
  1. The title “amended report” be added to the template of the original report at the top of the 1st page of the report with any other relevant details such as date, time and reason for the amendment or the addition
  2. The additional information be added in detail in an appropriate location of the report to ensure that all aspects of the additional information be readily apparent to the recipients
  3. A copy of the original report must be kept within the LIS record
  4. Any known additional clinicians or locations involved in the management of the patient since the original report was transmitted be added to the distribution list of the amended report
  5. In addition the relevant amended information should be verbally transmitted to the clinician primarily involved in the current management of the patient or to multiple clinicians where a definite primary clinician cannot be identified to make the clinicians aware of the existence of the amended report.
30
Q

The lead scientist in coagulation wants to set up an ADAMTS13 assay. How will you proceed?

A

1) Decide whether the test should be performed in our lab or sent to another reference lab for testing: the decision regarding this will depend upon size of lab, skillset within the lab and population serviced by the lab
2) If appropriate to be performed at your lab, determine the objective of the test and why you think it is a good idea to set it up in your lab
3) What is you budget/ what are the estimated costs associated with the set up and on going use of the test (staff, training, analyser, reagents/ consumables, servicing, maintenance, etc…) what is the potential impact on other tests performed in your department?
4) Determine which method is most appropriate to meet your objective and the needs of your lab (what throughput do you need? turn around time? What sample volume is anticipated? similar tests already in use in the lab? equipment for test already present in the lab?

5) Set up the test and ensure ongoing quality improvement
- Validation proposal, validation procedure
- Calibration
- Staff training
- SOP/ other documentation
- Health and safety
- QC and EQA
- Audits
- Accreditation
- Interaction with the LIS

31
Q

What is a reference interval? How are they established in your lab?

A

The reference range for a particular laboratory test is expressed as the average value for the “normal” (or more correctly the “reference”) population group together with the variation around that value (plus or minus 2 standard deviations from the average). In this way, ranges quoted by laboratories represent the values found in 95% of individuals in the chosen non-diseased or “reference” group.

  • Reference range can be laborious to determine in the laboratory: it is a complex, expensive and time-consuming process
  • Most laboratories receive RIs for clinical use from an external source- most commonly the manufacturers’ package insert. Additionally, information about the reference range can come from publications, multi-centre studies, published national or international expert panel recommendations, guidelines or local expert groups.
  • Need to verify that the RI used is suitable for your laboratory’s collection processes, method, and population
  • The standard approach to verify RIs is to collect and analyse a minimum of 20 samples from healthy subjects from the local population.
  • Alternatively, “data mining” techniques using large amounts of patient test results can be used to verify RIs, considering both the laboratory method and local population.
  • ISO 15189 standard for clinical laboratory accreditation states that each laboratory should periodically re-evaluate its own RIs (should be done with each change in reagent, lot number, instrument, collection system or once per year.)
32
Q

What is middleware?
What middleware do you use in your laboratory?
What does it do?

A

Data management system that takes data from analysers and makes intelligent observations about what that data means based on rules that are set by the laboratory. The middleware will then decide what should happen to the sample (also known as expert systems).

We use IT300 as the middleware in our laboratory.

In our lab, our middleware:

1) Decides if a result can be released automatically
2) Used to set critical limits for a test (high, low, delta change), flag any critical results and alert the operator to the fact that they need to urgently contact the responsible clinician
3) Initiate a re-run of the sample
4) Initiate reflex testing
5) Add automatic comments
6) Give specific instructions to the operator such as check for clots
7) Decide to make a blood film