Provider Performed Microscopy Testing: The Wet, the Wild and the Wiggly Robert L. Sautter, Ph D....
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Transcript of Provider Performed Microscopy Testing: The Wet, the Wild and the Wiggly Robert L. Sautter, Ph D....
Provider Performed Microscopy Testing: The Wet,
the Wild and the Wiggly
Robert L. Sautter, Ph D.
PinnacleHealth System
History of PPM testing
• CLIA Classifications– Waived– Moderate Complexity– PPMP– High Complexity
Classification of TestsCDC described the System
• 7 categories were used to classify 1,200 original laboratory tests.
• A point system was used in each category, 1-3.
• 3 categories were associated with the analyst.
• 3 were associated with the test
• and one was calibration, QC and proficiency testing.
Categories used for Classification• Knowledge
• Training and Experience
• Reagents or Material Preparation
• Characteristics of the testing steps
• QC, Calibration, Proficiency Testing
• Trouble Shooting and Maintenance
• Interpretation and Judgement of the Analyst.
POCT at Pinnacle Health System• 1996 Merger of 3 hospitals, additional 1 hospital
added in 1999.• Exception to Section 5.22(f)(to direct more than
two laboratories)• Inpatient POCT• Outpatient POCT• Training/Competency Testing of Resident and
Staff Physicians over the last 5 years at ~ 30 out-patient sites and in-patient employed physicians. (200 Practitioners)
Regulating Agencies
• College of American Pathologist
• Joint Commission on Hospital Accreditation
• State Department of Health.
Criteria to Qualify for a PPM License
• The examination must be performed by a Physician, Mid Level Practitioner, or a Dentist
• The procedure must be classified as Moderately Complex
• The microscope must be of the bright field or phase contrast type.
• The specimen is labile or delay will compromise the accuracy of the test.
• Control materials are not available for the entire testing process.
• Limited specimen handling or processing
Common PPM Tests* (Moderately Complex Tests)
• Wet Mounts- vaginal, cervical and skin
• All Potassium (KOH) preparations
• Pinworm Exams
• Fern Test
• Post-coital direct, qualitative exam of vaginal or cervical mucous
• Nasal smears for eosinophils
• Microscopic urinalysis
• Fecal leukocyte examination
• Semen analysis, or sperm motility
*This is different from the PPT tests for CAP
Regulated Physician Testing
• CAP - PPT (Physician Performed Testing- includes a different menu compared to PPMP)
• Both Waived and PPMP tests are included.– Amniotic fluid pH
– Gastric biopsy for urease
– Occult blood, fecal and gastric
– Synovial fluid for crystals
– Urine dipstick
Personnel Requirements
• Confined to Physicians, Midlevel practitioners, and Dentists.
• Other requirements for this test differ by agency
Physician Training
CAP STATE JCAHODocument No distinction During Doc’s
training between Docs training
and other Mid-Level
analysts Practitioner,
evidence of training
Physician Competency
CAP STATE JCAHO
Evidence of Competency No training
assessment required, norequirement
or distinction for Docs
credentialingbetween Midlevel- yesanalysts
Procedures
CAP STATE JCAHOTech Complete Written
Procedure manual , procedures
that includes patient ID, including
specimen prep, collection, specimen
handling labeling, handling
preservation,
transport and processing
Quality Improvement Program
CAP STATE JCAHOQC of reagents Same, as Scopes used
including stains both agencies should be in
Instrument good working
maintenance order and
review and corrective cleaned and action taken serviced
regularly
Verifying Accuracy of Results
CAP STATE JCAHOSame as others How are The lab uses a
tests with no PT system for
evaluated at least verifying
every 6 months accuracy and
for “unregulated” reliability
tests? PT, of test results
biannual review for tests not
program, split samples requiring PT testing
with ref lab, or by law
split samples in laboratory
Reporting of ResultsCAP STATE JCAHOIs the system for Do test records All results for
reporting PPT include the: PPM should be
adequate? patient name filed promptly
Patient identifier, or unique identifier, in the patient’s
test ordered, date and time of clinical record
Performed,docs specimen collection, along with the date
name or identifier, receipt, reason for and name of analyst.
date/time rejection, date of test,
of sample collection, identity of analyst
result,reference interval,
interpretive notes and any additional comments
sample quality
Pinnacle Health System Procedure
• PPM procedures in place 12/1997
• Training of Docs began 1/1998
• Paper competencies began 1998.
• On-line competencies began 2000.– Tests included, Wet mount all types, KOH, pin
worm preparation, gram stains (one clinic only), urine microscopic, PPT testing (one clinic only- Docs at other clinics have other analysts performing tests.)
Twice a year PPM
• Performed for first time users, live sample presentation with Dawn, Jenny and myself.
• Primarily for residents.
• Every 6 months to assess competency of analyst and for procedure verification.
Resident Training• First Year residents in Family Practice and
Internal Medicine (key- make it practical and interesting!)
• Scheduled time with all of them at once.• Power Point, slides, “wet samples”.• Formalized to include “other parameters”
– including-CLIA regulations, office practice, technical presentation on PPM, costs of tests, collection of samples, in-depth tour of entire laboratory, predictive value of lab tests.
Physician Competencies
• Over 200 performed twice a year
• Pictures you are seeing are those used.
• Always have an educational sample
• Key-teach them
• Don’t just satisfy the regs.