Presentation on theme: "HIV Drug Resistance Training"— Presentation transcript:
1HIV Drug Resistance Training Module 15:Specimen ManagementPresent: In this module, we’ll talk about maintaining quality control from the time you receive the sample to the time you dispose of it.
2A Systems Approach to Laboratory Quality 2005A Systems Approach to Laboratory QualityOrganizationPersonnelEquipmentStock ManagementQuality ControlData ManagementRemind participants that specimen management is part of the systems approach to laboratory quality.SOPs, Documents & RecordsOccurrence ManagementAssessmentProcessImprovementSpecimen ManagementSafety & Waste ManagementModule 10: Inventory
3Topics Importance of Specimen Management Components of Specimen ManagementPolicies and ProceduresPresent an overview of the topics in this module:First, we’ll talk about why this topic is so important.Then, we’ll look at the different aspects for specimen management.Finally, you’ll have a chance to discuss the policies and procedures your lab needs to develop to ensure quality specimen management.
4Objectives At the end of this module, you will be able to: Describe the importance of specimen management.Define the specimen management process for receipt, rejection, identification, transport, storage, inventory and disposal.Identify policies and procedures needed to support specimen management.Present objectives for the module.
5importance of specimen management Why is specimen management important?Transition to next section. Note that we will try to answer this question.
6Specimen Management Means… 2005Specimen Management Means…Policies, procedures and infrastructure to support the safe handling and treatment of biological specimensModule 10: Inventory
7Specimen Management Leads to High Quality Testing 2005Specimen Management Leads to High Quality TestingLab test results are only as good as the condition of the specimen allowsGarbage in, garbage out!Ensures the result is connected to the right specimen and patientEnsure quality specimen management for accurate test resultsLab safetyModule 10: Inventory
8components of specimen management What is involved in specimen management?In what parts of the process is it especially important to control quality?Transition to next section. Note that we will try to answer these questions.
9What can happen to a specimen? 2005What can happen to a specimen?Map it out! Trace the path of a single specimen (plasma or DBS) from the time it enters your lab to the time you dispose of it. What happens to the specimen during that time? What could happen to the specimen to compromise lab safety or testing quality?Facilitate small group activity:Ask participants to work in small groups.Ask them to create a process flow diagram showing the various steps/procedures performed during the time the specimen is in the lab.Ask them to identify “hot spots”—times when things could happen to specimens that would compromise safety or testing quality.Allow 15 minutes.Ask one group to report out, then ask other groups to add insights.Module 10: Inventory
10Specimen Management Involves… 2005Specimen Management Involves…Collecting SamplesReceivingEvaluating QualityLabelingPre-testing Storage and Generating Pending ListCommunication and Turnaround TimeInventory and Post-testing StorageDisposalPresent: Specimen management involves…Collecting specimen from patientReceiving a specimenEvaluating the quality of the received specimenLabeling the specimenHandling and storing the specimen before testingManaging turnaround timeStoring the specimen (including freezer storage)Disposing of the specimen(Note: We already talked about DBS samples, and collecting samples is outside this training program, so we’ll focus on the other components.)Module 10: Inventory
11Receiving Specimens Inspect specimens upon receipt: 2005Receiving SpecimensInspect specimens upon receipt:Treat shipping package and specimens as potentially infectious material. Open containers within a Biological Safety Cabinet.Examine incoming specimens and paperwork. Document date and time received and receiver’s initials on Requisition Form.Complete and submit Data Clarification Form if there are any discrepancies or problems with shipment.Complete the Specimen Tracking Log by using the data from the electronic requisition form.Review the guidelines on the slide.Refer participants to the Data Clarification Form and Specimen Tracking Log in their Participant’s Guides and explain how each is used.Module 10: Inventory
12Specimen Quality Evaluation 2005Specimen Quality EvaluationInspect specimen quality based on genotyping requirementsPlasma specimen—frozen and shipped with dry iceDried blood spots—shipped either at ambient temperature or frozen, based on the lab SOPCheck labelCompare specimen label to shipment paperworkIf discrepancies are noted, resolve the issue before testing.Review the guidelines on the slide.Module 10: Inventory
132005Rejecting SamplesReject specimens with incomplete identification on the requisition and/or specimen. Do not test these samples unless the information is clarified.Reject specimens with evidence of contamination, leakage or spillage in transit. Report back to the client with the appropriate rejection message. Reject if insufficient volume for testing.Reject specimens whose integrity/stability is questionable due to improper storage conditions during transportation.Review the guidelines on the slide.Module 10: Inventory
142005Labeling specimensOnce all the samples have been inspected and met acceptance criteria,Assign a unique lab specimen ID to each specimenPlace the label on each specimenReview the guidelines on the slide.Module 10: Inventory
15Pre-testing Storage and Generating Pending List 2005Pre-testing Storage and Generating Pending ListGenerate a pending list for specimens received.Assign testing responsibility.Communicate with requesting clients and determine turn around time (usually 2 wk-6 months depend on the quantity of the shipment).Review the guidelines on the slide.Module 10: Inventory
16Specimen Inventory and Post-Testing Storage Store specimens in the appropriate freezers for at least 6 months post testing. (Special purpose specimens can be stored for up to 5 years.)Record the storage location on the Freezer Inventory Form and document it.How to label specimen storage location:Freezer name/numberShelf numberBox number/locationExample: H-2-5A5Review the guidelines on the slide.Refer participants to the Freezer Inventory Form and explain how it is used.
17Disposing of the Specimens 2005Disposing of the SpecimensEstablish policies on when and how to dispose stored specimens.Usually maintain specimens in the laboratory a minimum of six months to allow for repeat testing or verification of data purposes.If any specimens are discarded, update the information in the electronic/hard copy Specimen Tracking Log.Discard DateDiscard ByReview the guidelines on the slide.Module 10: Inventory
18Policies and Procedures What policies do we need to develop or enhance to ensure the quality control and safety of specimens used for genotyping?Transition to next section. Note that we will try to answer this question.
19Policies: Turnaround Time Lab should have clear policy on turnaround time.Turnaround time is one of the key factors that evaluate lab service quality to its clients.Specify priority for genotyping specimen testing.Usually patient specimens should be tested as soon as possible and return results with the minimal turnaround time.Review the guidelines on the slide.
20DiscussionThink of your current lab policies related to specimen management.What changes, if any, should be made to policies to ensure the quality of genotyping results?Transcription errorsMislabeling DBS cardFrom lab register to specimen transfer logFrom reference lab to testing siteInadequate specimensFacilitate a group discussion of the questions and ask each lab to create a list of policies they need to revise and policies they need to develop.
21Procedures and Forms SOP for specimen management Related document and forms:Results Reporting ProcedureShipping and Export ProcedureOccurrence Management FormCustomer Communication FormSpecimen Tracking LogDrug Resistance Requisition FormData Clarification FormFreezer Inventory FormExamples of these forms in handoutRefer participants to the sample SOP and related documents and forms.Explain how they fit together.Ask participants to discuss how each document might be used/modified.
22Reflection What does specimen management mean? What are the different components of specimen management in the life cycle of the sample?What work does your lab need to do in this area?Ask participants to write their own answers to these questions in the blank space on their handouts.
23Key Messages Specimen management ensures accurate genotyping results. 2005Key MessagesSpecimen management ensures accurate genotyping results.If needed, the original specimen can be easily traced and pulled out for retesting or verification purpose.Module 10: Inventory
24Summary Importance of Specimen Management Components of Specimen ManagementPoliciesProceduresAsk select participants to summarize, in one or two sentences, the key points they learned in this module.