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Internal Quality Control in Clinical Laboratories
Internal Quality Control in Clinical Laboratories
12/18/2013
Topics
Quality definition. Quality Activity.
condition . Laboratory instruments. instruments and equipment calibration. SOPs. Use of calibrators and control material . Nazar Ahmed Mohamed AbdAlla(Sangoor)
12/18/2013
Topics
Implementation of quality programs
Interpretation of internal quality results. Corrective action.
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Whats Quality
quality is defined as the totality of features and
characteristics of a product or service that bear on its ability to satisfy stated or implied needs. Medical laboratories must provide a high quality service by producing accurate, precise, relevant and comprehensive data that can be applied to the medical management of patients. tests requested must be appropriate to the medical problem, must be analytically correctly performed and their results interpreted correctly.
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focused on providing confidence that quality requirements will be fulfilled . witch contain many activity. Quality control: Part of quality management focused on fulfilling quality requirements. Quality management system: Management system to direct and control an organization with regard to quality.
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a dialogue between the clinician and the medical pathologist. Correct analytical results are based on: (i) quality management within the laboratory. (ii) the quality of industrially prepared reagents (kits) and instruments . (iii) quality management of the pre-analytical phase outside the laboratory along with analytical & post-analytical phase. A bad system, a wrong sampling or a kit with poor performance can never produce a reliable result, even in a laboratory with the best quality Nazar Ahmed Mohamed Abd12/18/2013 management system. Alla(Sangoor)
satisfy an agreed requirement. 2. Analytical measurements should be made using methods and equipment that have been tested to ensure they are fit for purpose. 3. Staff making analytical measurements should be both qualified and competent to undertake the task.
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assessment of the technical performance of a laboratory. 5. Analytical measurements made in one location should be consistent with those elsewhere. 6. Organizations making analytical measurements should have well defined quality control and quality assurance procedures.
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Quality Assurance
Quality assurance is a comprehensive and
systematic process that strives to ensure reliable patient results. This process includes: every level of laboratory operation. Phlebotomy services.competency testing, error analysis, standard protocols, PPE, quality control, and turnaround time .
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QA activities
*QA activities encompass all of the non-analytic activities, those activities that are not part of the clinical testing process. The laboratory organizes it activities to provide the best possible health care to the patient.
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Examples of QA Activities
* A. management and monitoring personnel, B. using quality materials (reagents instruments, supplies, etc.), C. using established procedures and established statistics (a procedure manual), D. specimen collection, identification, transport, accession, and handling prior to testing, E. reporting results, F. fee charges for tests performed, G. using corrective actions to obtain desired results, H. monitoring patient satisfaction.
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*The Clinical laboratory is concerned about quality and accuracy of the tests that are reported to primary care givers. The laboratory monitors where these errors can appear that will affect the accuracy of test results.
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Type Of Error
*These errors can occur prior to the test analysis and if they manifest, they are called preanalytical errors or variables. *If the error occurs during the testing process, then it become an analytical error. *If the error appears after the test is performed and reported, then it is known as a post-analytical error. *The preanalytical error occurs before the test is performed. This error source can occur at the beginning of test ordering and filling out the requisition.
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*type of error *Pre-Analytical Error: 01- duplicate or missing requisitions 02- tests omitted from the requisition 03- incorrect ordering of tests 04- patient identification error 05- incorrect blood collection 06- specimen transport error 07- specimen handling/processing in the lab *Analytical errors: occur during the testing process. 01- deteriorated or wrong reagents 02- any instrument malfunction 03- laboratorial error 04- incorrect recording of test results
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* Post Analytical Error: * Examples of these are: 01- failure to notify the physician of critical values: (Critical values may imply a life-threatening situation for the patient and are brought to the immediate attention of the physician and/or the patient care area responsible for the patient ). 02- failure to report test results in a timely manner. 03- placement of report in the chart of the wrong patient 04- miscommunications that are detrimental to the patient regarding the tests performed.
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Request forms should include: Patient details.(age,sex,race,resedance) Specimen details .(type,preservatie,time of collection) Clinical Remarks .(spleenomegaly,hepatomegly,fever,join pain)
Patient Preparation Containers selection Blood Collection Plasma Preparation Specimen storage and Transportation
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METHOD VALIDATION
procedures to which an analytical method is subjected. to provide objective evidence that the method, if used in the manner specified, will produce results that conform to the statement of the method validation parameters.
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ISO Definition
1. The process of establishing the performance
characteristics and limitations of a method and the identification of the influences which may change these characteristics and to what extent. Which analytes can it determine in which matrices in the presence of which interferences? Within these conditions what levels of precision and accuracy can be achieved? 2. The process of verifying that a method is fit for purpose, i.e. for use for solving a particular analytical problem.
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fitness of analytical methods for their purpose. The process of proving that an analytical method is acceptable for its intended purpose. the concept of fitness for purpose, a method is validated for a particular use under particular circumstances. If those circumstances vary, then the method would need to be re-validated at least for the differences.
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METHOD VALIDATION
Error assessment is what method validation is
about. However, before getting to the assessment of errors, you have to first select the method to be validated. Method selection is a different process that needs to be understood in relation to the validation process that will follow.
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performance for any new method be "verified" prior to reporting patient test results. Precision and accuracy are specifically identified, along with analytical sensitivity, analytical specificity, reportable range, reference values, and any other applicable characteristic.
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be of two types
constant systematic error or
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Verification
Much of the work of method validation is done by
international organizations that publish standard methods. The reason such methods appear to be written in a kind of legalese is that there must be no doubt as to what the method is and how it should be implemented. When accuracy and precision data are published from interlaboratory trials, there is some confidence that the method has undergone extreme scrutiny and testing.
Nazar Ahmed Mohamed AbdAlla(Sangoor)
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Verification
A laboratory that uses a method for the first time
should spend some time in going through the analysis with standard materials so that when used with field samples, the method will yield satisfactory results. This is verification and must be done to an appropriate level before any method is used. By its nature, (verification comes under the heading of Single Laboratory Validation).
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measurand. Selectivity Specificity: Determination of the extent of the effects of interfering substances and the ability of the method to measure the measurand; analysis in different matrices covered by the scope of the validation. Limit of detection: Minimum value of the measurand at which the presence of the analyte can be determined with a given probability of a false negative, and in the absence of the analyte, at a given probability of a Nazar false positive. Ahmed Mohamed Abd12/18/2013 Alla(Sangoor) [Limit of determination] Minimum value that can be
:Adequacy of the calibration model; parameters with uncertainties. Calibration range [linear range] Range of values of the measurand in which the validation holds Bias and recovery [accuracy] :Demonstration of the absence of significant systematic error after corrections have been made for bias and/or recovery
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remain unaffected by small variations in method parameters (some authors make the distinction bebetween the property robustness and a ruggedness test in which deliberate changes are made in a method to assess the robustness)
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Method Selection
General Characteristics: Made in ,Expire date, Package Content, Accessories, Package size ,Stability after open, and Reagent storage considerations. 2. Application Characteristics: Specimen type, Sample volume, Turnaround Time, Stability of reaction product, Cost-per-test, Filter used, and Safety considerations 3. Methodology Characteristics: Type of Reaction, Reaction Principle, Measurement reaction, Temperature, and Time period of measurement.
1.
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HBG
18 16 14 12 10 HBG 8 6 4 2 0 0 2 4 6 8 10 12 14 16 18 20
Water bath.
Vortex. Hematology analyzer. Microplate reader & washer. Centrifuge. Flame photometers or ISE. Coagulometer. Hot air oven.
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Micropipettes Calibration
Gravimetric method (Distilled water weighing
Work Requirement:
1. Calibration tools 2. Double distilled water. 3. New compatible tip 4. Analytical electronic balance(3-5 digits) 5. Temperature controlled atmosphere
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weight in mgs. Repeat at least five times (ten times )and record each result in mgs.
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by divide the weight of the water by its density ( at 20 : 0.9982 ) or by multiply the weight by the Z correction factor (= 1.002899 l/mg at 20 ). Calculate the mean volume (V1) Calculate the standard d deviation SD. Calculate the Coefficient of Variation. Calculate the Inaccuracy and Imprecision . Calculate the F max value.
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Imprecision ) and F max with the values in the performance specification . If the results fall within the specifications, the pipette is ready for use . Otherwise check both Systematic Error and Random Error and when necessary recalibrate the pipette.
Random Error (
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M.P.E (F Max )
0.3 l 0.3 l
0.4 l 0.5 l 0.8 l 1.5 l 0.6 l l
Nominal volume
200 l 250 l
500 l 1000 l 2000 l 5000 l 250 l 300 l
M.P.E (F Max )
2 l 2.5 l
5 l 10 l 20 l 50 l 5.0 l 6.0 l 12/18/2013
20 l 25 l 50 l 100 l
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Multichannel pipettes
10 l
Imprecision
Imprecision
%
1.0
( A )l
%
0.8
5 l
O.05
0.04
200 l
% 0.5
( A )l
% 0.2
0.4
10 l
20 l 25 l 50 l 100 l 0.5-10 l 5-50 l
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1.0
0.7 0.7 0.7
0.1
0.14 0.175 0.35
0.8
0.4 0.4 0.4
0.08
0.08 0.1 0.2
250 l
500 l 1000 l 10-100 l
0.5
0.5 0.5 0.5
1.25
2.5 5 0.5
0.2
0.2 0.2 0.2
0.5
1.0 2.0 0.2
0.5
1.0
0.5
0.1
0.2
0.8
0.2
0.08
20-200 l
25-250 l
0.5
0.5
1
1.25
0.2
0.2
0.4
0.5
0.7
1001000 l Alla(Sangoor)
0.5
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Quality control
*Quality control (QC) encompasses quality assurance as it focuses on analytical activities that are associated with the testing process. QC consists of: A. running control samples with patient samples, B. using established statistical methods to determine reliability of test procedures and test results, C. monitoring instrument and laboratorial performance.
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Quantitative QC Materials
Calibrator: a solution which has a known
amount of analyte weighed in or has a value determined by repetitive testing using a reference or definitive test method Control: material or preparation used to monitor the stability of the test system within predetermined limits
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Validation of new controls -Parallel Testing. Whenever possible, new lots of control material must be assayed in parallel alongside the current
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a. In order to validate new controls, the new lot of controls will be run in parallel with the old lot of controls 2-3 times a day for 5-10 days, to give a minimum of 20 values to enable the calculation of laboratory specific QC ranges. The mean and QC ranges for the new lot of controls will be reviewed and signed off by the laboratory supervisor or director before being put into use.
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b. For hematology the new lot of controls should be run in parallel with the old lot of controls to give a minimum of 10 values over a period 5 days if possible.
The mean and ranges for the new lot of controls will
be reviewed and signed off by the laboratory supervisor or director before being put into use.
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2. Controls for Qualitative Assays: Each new lot of QC for qualitative assays must be run and give an expected response. The lot of controls will
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Assayed mean calculated by the manufacturer must verify in the laboratory Unassayed less expensive must perform data analysis Homemade or In-house pooled sera collected in the laboratory characterized preserved in small quantities for daily use
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Levey-Jennings Chart
o A graphical method for displaying control results
and evaluating whether a procedure is in-control or out-of-control o Control values are plotted versus time o Lines are drawn from point to point to accent any trends, shifts, or random excursions
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Levey-Jennings Chart
control sample included in each assay run
time of day) control (or confidence) limits mean standard deviation (usually + 2 SD) if control limits are not met, then no patient samples run in that batch can be reported. if control limits are met, then patient samples run inNazar that batch can be reported Ahmed Mohamed AbdAlla(Sangoor)
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one direction from the mean for at least 3 days e.g deterioration of reagent or control Dispersion :increase in random errors e.g inconsistency in technique Shift: sudden problem develops e.g instrument malfunction or technique change
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about the mean (+/-2 SD) with little variation in the upward or downward direction Imprecision = large amount of scatter about the mean. Usually caused by errors in technique Inaccuracy = may see as a trend or a shift, usually caused by change in the testing process Random error = no pattern. Usually poor technique, malfunctioning equipment
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95 90 85 80 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Day
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the number of control being used, the total allowable error, and your work environment. rules That are used as conjunction with each other to provide a high level of errors detection, while reducing the incidence of false rejection.
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chemistry 13s / 22s / R4s / 41s / 10 x For control run in multiples of 3 typical haematology,coagulation, and immunoassays.
13s / 2 of 32s / R4s / 31s / 12
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Westgard Rules
(Generally used where 2 levels of control
material are analyzed per run)
R4S rule
41S rule 10X rule
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Westgard 12S Rule warning rule One of two control results falls outside 2SD Alerts tech to possible problems Not cause for rejecting a run Must then evaluate the 13S rule
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Day
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results falls outside of 3SD, rule is violated Run must be rejected If 13S not violated, check 22S
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Day
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fall outside of 2SD in the same direction, or Both controls in the same run exceed 2SD Patient results cannot be reported Requires corrective action
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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Day
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other control exceeds the mean by +2SD The range between the two results will therefore exceed 4 SD Random error has occurred, test run must be rejected
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Mean
-1SD
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
-2SD -3SD
Day
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control are outside 1SD, or o Both levels of control have consecutive results that are outside 1SD
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41S - reject when 4 consecutive control measurements exceed the same mean 1s limit.
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control are on one side of the mean, or Both levels of control have five consecutive results that are on the same side of the mean
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Day
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remains constant therefore the calculated indices (MCV, MCH and MCHC) remain stable determine mean indice values for each batch of 20 patients, plot on control chart any change: instrument or technical fault as accurate as 4C preparations
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Moving Averages
MCV = Hct Changes in the
RCC
MCH = Hb
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moving averages graphs indicate where the problem might be in the system. eg. If the light source for Hb is becoming weak, then the calculated MCH and MCHC 12/18/2013 values will fall
Moving averages
CAUSE
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MCHC LowHb High Hb Low RCC change High RCC change Low Hct High Hct
low high
high
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(accuracy) smaller laboratories METHOD test 10 samples repeat the tests calculate the difference between pairs of results and derive a standard deviation Nazar Ahmed Mohamed AbdSD should always be < 2SD 12/18/2013 Alla(Sangoor)
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reagents METHOD select 3-5 normals in the afternoon, record and average values (WCC, RCC, Hb). Store at 4oC. re-assay same samples next morning tests should agree within 2SD Must ensure there has been no change in samples Nazar Ahmed Mohamed AbdAlla(Sangoor)
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Corrective action
Errors assessment and management: Change Old Habits - Recognize Problems. Bad habit Repeat the control . Inspect the control charts or rules violated to determine type of error. Relate the type of error to potential causes. Consider factors in common on multitest systems Relate causes to recent changes Verify the solution and document the remedy
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to laboratorians, the majority of clinicians defined a TAT start time as test ordering, and a TAT ending time as result reporting. Timely reporting of patient tests can increase efficiency of care and improve customer satisfaction. In study done 2008 found that postanalytical phase accounted for 64-88% of total tumround time, the pre-analytical phase for 7-17%, and the analytical phase for 2-29%.
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Documentations
Definitions
Forms: Blank form design to special work to be fill
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Hierarchy of Documents
what to do
Policies
how it happens
Processes
how to do it (SOPs)
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Document Control
Advantages: Assures that the most current version is used Ensures availability when needed Organizational tool
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Issue / Distribution
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Review
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ANY QUESTION?
SUMMARY
Pateint preparation, and good specimen
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collection, preparation , handling, and storage of specimen. Clinical Laboratory instruments daily, weekly, and monthly maintenance and calibration done regular. Micropipettes recalibration takes place monthly . Good clinical method selected, and Reagents storage condition verified by monitoring of refrigerators temperature. Nazar Ahmed Mohamed Abd12/18/2013
Alla(Sangoor)
SUMMARY
SOPs written, approved ,and followed carefully,
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then Sops critical point check list used daily. MORE than one levels of control sera at least should used in all batches with patient samples. Results of control sera register in quality book and blotted in levey Jennings chart. Westgard rules used as guidance for acceptability or rejection of patient results applied. Errors assessment and management takes place, and corrective action documented. Turn a round time to all investigation verify monthly. Documentation (to all lab activities) Nazar Ahmed Mohamed AbdAlla(Sangoor)
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