2016 Laboratory Guidelines
2016 Laboratory Guidelines
2016 Laboratory Guidelines
Laboratory
Guidelines
General
Anatomic Pathology
Chemistry
Hematology
2016 Edition
2014
2013
2012
ADDED:
2016
Balances
Centrifuge Operating Speeds
Competency
Documents
Duties of Medical Laboratory Assistant
Pipettes
POCT HIV Quality Control
Quality Control
Temperature Monitoring
Thermometers
Visual Color Discrimination
Manual ESR QC
2015
2013
2012
Page 1
DELETED:
2016
Retention of Transfusion Medicine Records
Performance of Non-Gynecological Cytology
Follow-up Reports for Gynecological Cytology
Follow-up Program for Cytology
Cholesterol/Triglyceride/Lipid Testing
Reporting Sperm in Urine
Quality Control
Diagnosis and Monitoring of Thyroid Disease
Presence of Small Amounts of Albumin
Principles for Hematology Practice
Hematology Films/Labeling of Slides
Morphology of Lymphocytes
Flow Cytometry for the Diagnosis of Lymphoma/Leukemia
Malaria
3.2% Na Citrate Anticoagulant Recommended vs. 3.8% for Coagulation Studies
Procedure/Method Statistical Validation/Work-up Guidelines
2015
2014
2013
Page 2
Table of Contents
General
Retention Guideline
Recommended Resources for Laboratories
Balances
Centrifuge Operating Speeds
Competency
Documents
Duties of Medical Laboratory Assistant
POCT HIV Quality Control
Pipettes
Quality Control
Temperature Monitoring
Thermometers
Visual Color Discrimination
5
8
10
11
12
13
14
15
16
17
18
19
20
22
24
27
28
29
32
34
35
38
39
40
42
45
47
49
51
53
55
56
59
60
Anatomic Pathology
Chemistry
Hematology
Page 3
GENERAL
Page 4
RETENTION GUIDELINE
Laboratories vary in size, facility and extent of services provided. Clinical laboratories must maintain
thorough, accessible records that can demonstrate an acceptable standard of care and compliance with
the accreditation requirements.
The Laboratory Quality Assurance Program of the College of Physicians and Surgeons urges laboratories
to retain records, materials, or both for a longer period of time than specified for educational and
quality improvement needs.
Laboratories must establish policies that meet or exceed the following minimum requirements for
retention of documents and specimens as established by professional and/or regulatory organizations.
Page 5
Record Retention
Storage Time
Hematology
Biochemistry
Microbiology
Accession record
Worksheets
Instrument print-outs
Paper copy of patient reports
1 year
1 year
1 year
3 months
1 year
1 year
1 year
3 months
2 years
2 years
Service records
Method /instrument evaluation
Procedure Manual
Technologist ID & initials
log/computer
Telephone logs
Requisition
Laboratory Information Systems
Records
- Validation records, including
transmission of results and
calculations
- Database changes
- Hardware and software
modifications
- LIS downtime and corrective action
Biomedical Waste
1 year
3 months
3 months
2 years
3 months
5 years
2 years
1 year
1 year
1 year
3 months
Cytopathology
2 years
6 months
n/a
indefinite
Surgical
Pathology
2 years
6 months
n/a
indefinite
2 years
2 years
2 years
2 years
2 years
2 years
3 months
3 months
2 years
3 months
1 year
2 years
3 months
5 years
2 years
Page 6
Specimen Retention
Hematology
Chemistry
Microbiology
Cytopathology
Peripheral Blood
Smear
-7days
Whole blood,
serum &
plasma
- 48 hrs after
report has
been finalized
Swabs or
specimens
- 24 hrs after
report has been
finalized
Slides
negative/unsatis
factory
- 5 years
Peripheral Blood
Smear reviewed
by a pathologist
-1 year
Semen smears
- 3 months
Bone Marrow
Slides/Reports
- 20 yrs (adults)
- 50 yrs
(children)
Whole
blood/Plasma
- 24 hrs after
report has been
finalized
Body fluids
- 48 hrs after
report has been
finalized
Body fluids
- 48 hrs after
report has
been finalized
Urine - routine
- 24 hrs after
report has
been finalized
24hr Urines
- samples
discarded 48
hrs after
report has
been finalized
Positive Blood
Culture
- 5 days after
reporting
Gram Stain
- one week or
until final
report is sent
Ova & Parasite
slides
- one month
Slides
suspicious/pos
- 20 years
Fine-needle
aspiration slides
- 20 years
Cytology
Consultation/
Requisition
- Indefinitely
Male fertility
slides
- 1 year
Cytology paraffin
blocks
- 20 years
Surgical
Pathology
Blocks & slides
- 20 yrs (adults)
- 50 yrs (children)
Autopsy
- 20 yrs
Gross specimen
- min. 8 weeks
after issue of
report
Wet Autopsy
Tissue
- 8 weeks after
issue of report
Bone Marrow
Slides/ Reports
- 20 yrs (adults)
- 50 yrs (children)
Photographic
Transparencies
indexed and kept
indefinitely
Page 7
Page 8
Chemistry
1) Tietz Fundamentals of Clinical Chemistry 6th Edition, W. B. Saunders Company; Burtis, Ashwood,
Bruns
2) Clinical Chemistry Principles, Procedures, Correlations 6th Edition; Bishop
Urinalysis
1) Graffs Textbook of Urinalysis and Body Fluids 2nd Edition; Mundt, Shanahan
Anatomic Pathology
1) Histotechnology: A Self Instructional Text 3rd Edition; Carson & Hladik
2) Principles of Anatomy & Physiology 13th Edition; Tortora & Grabowski
Safety
1) Transportation of Dangerous Goods Act and Regulations
Supplement Canada Gazette, Part II [www.tc.gc.ca/eng/tdg/clear-tofc-211.htm]
2) CSMLS Guidelines Laboratory Safety, 7th Edition
Competency Evaluation
1) Canadian Society of Medical Laboratory Science
PO Box 2830 LCD 1
Hamilton, ON L8N 3N8
website www.csmls.org
Certification - Competency Profiles
Page 9
BALANCES
Balances should be mounted on vibration free benches and serviced annually.
Accuracy should be verified when a new balance is installed or when moved.
Verification of accuracy must be performed on a regular schedule.
For balances used for weighing materials to make standard solutions the balance should be checked
every 6 months.
Weights should be well maintained and only be handled by devices that will not allow residual
contaminants to remain on them.
References:
CAP Laboratory Accreditation Program. Chemistry and Toxicology Laboratory Checklist. Northfield, IL: 07.28.2015.
Page 10
References:
CAP Laboratory Accreditation Program. General Laboratory Checklist. Northfield, IL: 07.28.2015.
Page 11
COMPETENCY
The competency of each person performing testing must be assessed.
Prior to starting patient testing and prior to reporting patient results for new instruments or methods
each individual must have training and be evaluated for acceptable test performance.
Competency assessment should be performed annually.
Competency should be documented.
Elements of competency assessment include but are not limited to:
1. Direct observations of routine patient test performance, including, as applicable, patient
identification and preparation; and specimen collection, handling, processing and testing.
2. Monitoring the recording and reporting of test results, including, as applicable, reporting critical
results.
3. Review of intermediate test results or worksheets, quality control records, proficiency testing results,
and preventative maintenance records.
4. Direct observation of performance of instrument maintenance and function checks.
5. Assessment of test performance through testing previously analyzed specimens, internal blind testing
samples or external proficiency testing samples; and
6. Evaluation of problem solving skills.
References:
CAP Laboratory Accreditation Program. General Laboratory Checklist. Northfield, IL: 07.28.2015.
CAP Laboratory Accreditation Program. Point of Care Testing Laboratory Checklist. Northfield, IL: 07.28.2015.
Page 12
DOCUMENTS
Policies, Processes, Procedures
New documents should be reviewed by the laboratory director or designate prior to implementation.
Documented review of all documents by the laboratory director or designate should occur every two
years.
Laboratory personnel should be knowledgeable about contents of policies and procedure relevant to
their scope of examination activities.
References:
CAP Laboratory Accreditation Program. All Common Checklist. Northfield, IL; 07.28.2015.
Page 13
Page 14
References:
Guidelines for the Use of HIV Point of Care (POC) Test Kits in Saskatchewan (most current version)
Page 15
PIPETTES
Verification of pipettes used for quantitative dispensing should occur prior to being placed into service
and at least annually.
References:
CAP Laboratory Accreditation Program. Chemistry and Toxicology Laboratory Checklist. Northfield, IL: 07.28.2015.
Page 16
If an internal quality control process (e.g. electronic/procedural/built-in) is used, the laboratory must
have a quality control plan to address the internal quality control process.
External Quality Control analyzed:
Every 31 days
With each new lot number
With new shipments of reagents
At a frequency recommended by the test manufacturer
References:
CAP Laboratory Accreditation Program. Chemistry and Toxicology Laboratory Checklist. Northfield, IL: 07.28.2015.
CAP Laboratory Accreditation Program. Point of Care Testing Laboratory Checklist. Northfield, IL: 07.28.2015.
CAP Laboratory Accreditation Program. All Common Checklist. Northfield, IL: 07.28.2015.
Page 17
TEMPERATURE MONITORING
Temperature dependent equipment (refrigerators, freezers, incubators) containing reagents and/or
specimens should be monitored daily.
Room temperature should be documented daily.
Water baths and heat blocks only need to be checked on days of use.
The Laboratory director or designate should review temperature charts monthly.
References:
CAP Laboratory Accreditation Program. All Common Checklist. Northfield, IL; 07.28.2015.
Page 18
THERMOMETERS
Thermometric standard devices should be recalibrated, recertified, or replaced prior to the expiry date
of guaranteed calibration.
Non-certified thermometers used should be checked against a thermometric standard device before
initial use and annually.
References:
CAP Laboratory Accreditation Program. All Common Checklist. Northfield, IL; 07.28.2015.
Page 19
References:
CAP Laboratory Accreditation Program. General Laboratory Checklist. Northfield, IL: 07.28.2015.
Page 20
ANATOMIC PATHOLOGY
Page 21
DISCRETIONARY
Page 22
SPECIMEN TYPE
Rib segments or other tissue removed only for
the purpose of gaining surgical access from
patients who do no have a history of malignancy
Saphenous vein segments harvested for
coronary artery bypass
Skin or other normal tissue removed during
cosmetic or reconstructive procedures
(blepharoplasty, cleft palate repair,
abdominoplasty, rhinectomy or syndactyly
repair) that is not contiguous with a lesion and
that is taken from a patient who does not have a
history of malignancy
Teeth without attached soft tissue
Therapeutic radioactive sources
Tonsils and adenoids if clinically not suspicious
Torn menicus
Varicose veins
DISCRETIONARY
(over 10 yrs)
Page 23
Page 24
Research
Regulations require pathologists to obtain patient authorization and/or an Institutional Review
Board (Ethics Committee) waiver of informed consent when using any identifiable patient health
information for research purposes.
Requests must ensure the integrity of the patient material.
All materials that have critical diagnostic, prognostic or medical-legal implication may be retained at
the discretion of the releasing institution.
Return all materials as soon as possible.
References:
Guardians of the Waxand the Patient. Editorial.; American Journal of Clinical Pathology 1995 104 p 356-7
Use of Human Tissue Blocks for research. Association of Directors of Anatomic and Surgical Pathology. Human
Pathology 1996.27 p 519-520
Page 25
CHEMISTRY
Page 26
eGFR is frequently used for DRUG DOSING using the Cockroft-Gault equation. eGFR-MDRD has not
been validated for this purpose.
eGFR-MDRD assumes steady state. For rapidly changing kidney function, monitor serum
creatinine. (MDRD: Modification of Diet in Renal Disease)
The reported eGFR shall be multiplied by 1.21 for patients of African descent.
NOTE: This information is intended for clinicians, patients and allied health professionals.
References: www.jasn.org, www.csnscn.ca, www.renal.org
http://www.kidney.org/professionals/kdoqi/gfr_calculator.cfm
Page 27
CROSSCHECK/VALIDATION GUIDELINE FOR THOSE FACILITIES WITH MULTIPLE CHEMISTRY/HEMATOLOGY INSTRUMENTS PERFORMING THE SAME TEST PROCEDURE
Validation/Crosscheck Element:
Patient correlation
Validation/Crosscheck Element:
Patient correlation
Frequency/Data Points:
Requirement:
Requirement:
Page 28
1. Imprecision
within run
between run
2. Patient
Correlation
3. Linearity
4. Reference
range
validation
Applicability:
Qualitative
5. Accuracy
6. Sensitivity
Quantitative
n=20
n=40
When
clinically
relevant
When clinically
relevant
Page 29
7. Specimen
Stability
8. Interference
9. Recovery
Storage and
transportation
dependent
Methods with
known
interferences
Storage and
transportation
dependent
Methods with
known
interferences
Method
specific/organic
extraction
Work-up requirements when an instrument is moved from site A to site B: (It is assumed that the instrument has been in recent use with acceptable
performance).
Work-up Element
1. Imprecision studies, QC only
2. Patient correlation
Page 30
HEMATOLOGY
Page 31
Reference Range
4.0 - 11.0 x 10 /L
adult male
5.0 15.0 x 10 /L
9
5.0 20.0 x 10 /L
9
7.0 20.0 x 10 /L
9
1.5 7.5 x 10 /L
9
1.5 7.5 x 10 /L
9
0.0 0.6 x 10 /L
9
0.0 0.2 x 10 /L
9
1.1 4.4 x 10 /L
<1.5 x 10 /L
9
<1.5 x 10 /L
9
>1.0 x 10 /L
9
>0.3 x 10 /L
Referral
Unexpected or Unexplained
9
>5.0 x 10 /L
9
>7.0 x 10 /L
9
>1.0 x 10 /L (all age groups)
>7.0 x 10 /L
9
>10.0 x 10 /L
9
>1.5 x 10 /L (all age groups)
<100 g/L
(Combined with MCV <70 fL)
<100 g/L
(Combined with MCV <70 fL)
<100 g/L
(Combined with MCV <70 fL)
<100 g/L
(Combined with MCV <70 fL)
>165 g/L
>185 g/L
>165 g/L
>185 g/L
<100 g/L
(Combined with MCV <70 fL)
<135 g/L or >210 g/L
None
<100 g/L
(Combined with MCV <70fL)
<135 g/L or >210 g/L
>0.65 L/L
<70.0 fL or >100.0 fL
(Combined with HGB <100.0 g/L)
<97.0 fL
(Combined with HGB <135.0 g/L)
<70.0 fL
(Combined with HGB <100.0 g/L)
<90.0 fL
(Combined with HGB <135.0 g/L)
>360 g/L
None
None
12
>6.5 x 10 /L
>365 g/L
none
none
12
>6.5 x 10 /L
0.2 0.8 x 10 /L
120 160 g/L
newborn (0 1 month)
HCT
MCV
Lower referral range
> 3 months (adult)
0 3 months
98.0 114.0 fL
MCHC
Upper referral range
MCH
RDW
RBC COUNT
adult female
adult male
79.0 97.0 fL
27.0 32.0pg
11.5 14.5 %
12
3.2 5.4 x 10 /L
12
4.6 6.2 x 10 /L
Page 32
Blood Film
MPV
Lower referral range
Upper referral range
Platelet Count
Lower referral range
Upper referral range
WBC Morphology
Reference Range
7.4 10.4 fL
150 400 x 10 /L
<100 x 10 /L
9
>600 x 10 /L
NUCLEATED RBCS
RBC Morphology
PLATELET MORPHOLOGY
OTHER CRITERIA
Specified Instrument
Flags
Ordered by Physician
Technologist Discretion
Referral
Unexpected or Unexplained
<6.0 fL
>14.0 fL
9
<100 x 10 /L
9
>600 x 10 /L
> 10% Reactive Lymphs
Pelger-Huet anomaly
Hypogranulated neutrophils
Hairy Cells
Blasts/Immature Cells
Hypersegmented neutrophils
>5 NRBC/100 WBC
RBC inclusions: Pappenheimer,
Howell-Jolly or Heinz Body,
basophilic stippling
Presence of schistocytes,
echinocytes, bite cells, sickle cells,
rouleaux, autoagglutination,
significant polychromasia, oval or
round macrocytes, target cells, tear
drops, spherocytes, elliptocytes,
acanthocytes, stomatocytes
Dimorphic picture
Parasites Malaria
none
When indicated
Physician request
Technologist initiated
Physician request
Technologist initiated if suspicious
cells are present, refer to a
pathologist
The Color Atlas of Hematology, Hematology and Clinical Microscopy Resource Committee, CAP; Glassy,
Eric F. is recommended as a resource.
NOTE: This table is provided as a guideline only. Consult a larger centre for more specific ranges.
Page 33
Abnormality to be Reported
Schistocytes
Any present
Echinocytes/Burr Cells
Bite Cells
Sickle Cells
Basophilic Stippling
Howell Jolly Bodies
Dimorphic
RBC Rouleaux (5cells stacked)
RBC Agglutination
Parasites
Nucleated RBC
>5
Polychromasia
Macrocytes (oval)
The numeric value is meant for internal use to indicate a significant abnormality presence. No
numeric value is reported, just the abnormality.
Page 34
Tech refers to the medical laboratory technologist or combined laboratory and x-ray technologist.
Page 35
3. Determine acceptability of the differential by checking if the number you counted for a certain cell
falls within the stated range.
E.g. Stated range is 16-35%; you are within this range.
4. Repeat for each cell type.
5. Determine acceptability of each cell line by comparing automated to manual differential. For the
neutrophils/granulocytes, segmented neutrophils, band neutrophils and other neutrophil precursors
must be added together and for lymphocytes, reactive lymphocytes and lymphocytes must be
added together.
E.g. 77 segs and 15 bands = 92%
6. You must be within this range, or the differential must be repeated.
Example:
The automated or technologist differential indicated the following differential and the acceptable range
for each number was looked up in n=100 column:
Neu:
70 acceptable range
60-79
Lymph: 15
8-24
Mono:
7
1-12
Eos:
3
0-9
A 100 cell differential is completed by another technologist and based on the acceptable range the
results are as follows:
Neu: 52 not within limits
Lymph: 27 not within limits
Mono: 12 within limits
Eos: 7 within limits
Baso: 2 within limits
This manual differential would have to be repeated.
Page 36
The 95% confidence limits for various percentages of leukocytes of a given type as determined by
differential counts on stained blood smears.
n
0
1
2
3
4
5
6
7
8
9
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
91
92
93
94
95
96
97
98
99
100
n=100
0-4
0-6
0-8
0-9
1-10
1-12
2-13
2-14
3-16
4-17
4-18
8-24
12-30
16-35
21-40
25-46
30-51
35-56
39-61
44-65
49-70
54-75
60-79
65-84
70-88
76-92
82-96
83-96
84-97
86-98
87-98
88-99
90-99
91-100
92-100
94-100
96-100
n=200
0-2
0-4
0-6
1-7
1-8
2-10
3-11
3-12
4-13
5-14
6-16
10-21
14-27
19-32
23-37
28-43
33-48
37-53
42-58
47-63
52-67
57-72
63-77
68-81
73-86
79-90
84-94
86-95
87-96
88-97
89-97
90-98
92-99
93-98
94-100
96-100
98-100
n=500
0-1
0-3
0-4
1-5
2-7
3-8
4-9
4-10
5-11
6-12
7-13
11-19
16-24
21-30
26-35
30-40
35-45
40-50
45-55
50-60
55-65
60-70
65-74
70-79
76-84
81-89
87-93
88-94
89-95
90-96
91-96
92-97
93-98
95-99
96-100
97-100
99-100
n=1,000
0-1
0-2
1-4
2-5
2-6
3-7
4-8
5-9
6-10
7-11
8-13
12-18
17-23
22-28
27-33
32-39
36-44
41-49
46-54
51-59
56-64
61-68
67-73
72-78
77-83
82-88
87-92
89-93
90-94
91-95
92-96
93-97
94-98
95-98
96-99
98-100
99-100
References:
1. Abbott training seminarthe preceding table was provided.
2. Clinical Hematology Principles, Procedures, Correlations, Cheryl A Lotspeich-Steininger et al, 1992.
3. FHHR protocol
Page 37
SMUDGE CELLS
Distinguished by their naked amorphous nuclear chromatin material, smudge cells were initially
described as white blood cells with broken-down nuclei in patients with chronic lymphocytic leukemia.
Subsequently, these nuclear shadows have most often been referred to as smudge cells, but the term
basket cells is used synonymously.
The mechanism is often associated primarily with traumatic disruption of cells during blood film
preparation. In the process, the cell membrane ruptures and when viewed under a microscope, what
remains looks like a smudge, hence the term, smudge cells.
To ensure reliability of results, it is important to understand the effects of variables associated with
smudge cell formation, particularly the blood film preparation. Thus, the angle and the degree of incline
of the slide spreader, the type of slide spreader (sharp or smooth), the cleanliness of the slides, and the
overall quality of the blood films cannot be overemphasized. For minimal morphologic alterations,
blood films should be made within three hours and not more than twelve hours after collection.
It is recommended to include smudge cells in the differential as an absolute count, especially when the
smudge cell numbers are noticeably increased. This identifies a more appropriate count because
smudge cells are actually lymphocyte artifacts. It also avoids the need for repeating or verifying
abnormal counts by the time - consuming albumin treated method.
Education is needed (for the ordering physicians especially) to eliminate the risk of misinterpreting this
smudge cell count as a new cell type.
Criteria for Reporting Smudge Cells
Absolute lymphocyte count should be greater than 5.0 x109/L.
Patient age should be more than 30 years*.
Smudge cells should be reported if greater than 10 per 100 leukocytes. Report smudge cells in absolute
numbers.
*Although CLL is not often diagnosed in patients under the age of 40, patients over 30 years of age
should be considered potentially at risk. CLL is rare in patients under 30 years of age.
*In children (18 & under), the smudge cells are not counted as part of the differential. However, the
presence of smudge cells may be noted on the report.
*Smudge cells are present in those candidates for which definitive diagnostic criteria are well
established. Examples include: CLL & Acute Leukemia.
Page 38
Validation/Crosscheck Element:
Patient correlation
Validation/Crosscheck Element:
Patient correlation
Frequency/Data Points:
Requirement:
Requirement:
Page 39
1. Imprecision
within run
between run
2. Patient
Correlation
3. Linearity
4. Reference
range
validation
Applicability:
Qualitative
5. Accuracy
6. Sensitivity
7. Specimen
Stability
Quantitative
n=20
n=40
When
clinically
relevant
Storage and
When clinically
relevant
Storage and
Page 40
8. Interference
9. Recovery
transportation
dependent
Methods with
known
interferences
transportation
dependent
Methods with
known
interferences
Method
specific/organic
extraction
Work-up requirements when an instrument is moved from site A to site B: (It is assumed that the instrument has been in recent use with acceptable
performance).
Work-up Element
1. Imprecision studies, QC only
2. Patient correlation
Page 41
For WBC use a leukocytosis sample diluted in patients own plasma or instrument diluent.
For PLT count use a thrombocythemic sample diluted in patients own plasma or instrument diluent.
Ensure that sufficient specimen is collected for dilution preparations and instrument aspiration.
Procedure:
1. Verify that instrument reagents are not expired and that sufficient volume of reagents is loaded on
instrument to cycle all the prepared dilutions.
2. Check that background counts, instrument precision and calibration of the instrument are
acceptable before starting procedure.
3. Determine the volume per dilution by calculating the volume required for aspiration on the
instrument. One specimen may not provide sufficient volume. If more than one tube is drawn, pool
the tubes into one aliquot.
4. Label five clean plastic tubes 80%, 60%, 40%, 20% and 0%.
5. Prepare the dilutions using the original specimen as the 100% as shown in table provided below.
Make sure the 100% sample remains well mixed throughout the dilution preparation process.
Page 42
Dilution (%)
100
80
60
40
20
0
Specimen (Parts)
10
8
6
4
2
0
Diluent (Parts)
0
2
4
6
8
10
6. Analyze each well-mixed dilution in triplicate on the instrument. Results with suspect
parameter flags should not be used.
7. Record all results for each parameter from all three runs on table provided.
8. Calculate Obtained Mean value for each parameter.
9. Calculate Expected value for each parameter by multiplying the Reference Mean (100%
Obtained Mean) by the multiplication factor.
10. Calculate the Difference between Obtained Mean and Expected Mean.
11. To graphically illustrate linearity, plot each parameter on linear graph paper with the obtained
mean value for the parameter on the X axis and the expected value for the parameter on the Y
axis. Draw a line through all the points on the graph. When the obtained mean is plotted
against the corresponding expected value, the plotted curve will approximate a straight line for
a linear method. Excel spreadsheet can also be used to show linearity.
Note: Linearity is performed initially and when calibration fails to meet the laboratorys acceptable
limits.
References:
1. Package insert from R&D Systems Inc. which sells a CBC-LINE Full Range Hematology Linearity Kit and CBC-LINE Low Range
Hematology Linearity Kit 1994
2. Shinton NK, England JM, Kennedy DA, Guidelines for the evaluation of instruments used in Haematology laboratories J
Clin Path 1982;35; 1095-1102
3. Package insert from STRECK Calibration Verification Assessment 2007
4. Quam EF, Method Validation The Linearity of Reportable Range Experiment ASCP
Page 43
WBC Linearity
WBC Results
Run #1
Run #2
Run #3
Obtained Mean
Reference Mean
X Multiplication Factor
0%
X 0.0
20%
X 0.2
40%
X 0.4
60%
X 0.6
80%
X 0.8
100%
(Reference)
X 1.0
Expected Value
Difference
Allowable Evaluation Limits
0.4
0.4
0.4
0.4
0.4
0.4
RBC Results
0%
20%
40%
60%
80%
100%
(Reference)
RBC Linearity
Run #1
Run #2
Run #3
Obtained Mean
Reference Mean
X Multiplication Factor
X 0.0
X 0.2
X 0.4
X 0.6
X 0.8
X 1.0
Expected Value
Difference
Allowable Evaluation Limits
0.1
0.1
0.1
0.1
0.1
0.1
HGB Results
0%
20%
40%
60%
80%
100%
(Reference)
HGB Linearity
Run #1
Run #2
Run #3
Obtained Mean
Reference Mean
X Multiplication Factor
Expected Value
Difference
Allowable Evaluation Limits
X 0.0
X 0.2
X 0.4
X 0.6
X 0.8
X 1.0
0%
20%
40%
60%
80%
100%
(Reference)
PLT Linearity
PLT Results
Run #1
Run #2
Run #3
Obtained Mean
Reference Mean
X Multiplication Factor
X 0.0
Expected Value
Difference
Allowable Evaluation Limits
10
X 0.2
X 0.4
X 0.6
10
10
10
X 0.8
10
X 1.0
10
Page 44
Page 45
References:
nd
Clinical Hematology Principles, Procedures, Correlation, 2 Edition, E. Anne Stiene-Martin et. al: J.B. Lippincott Company, 1998
Page 46
Action:
Perform electronic WBC count on 30 consecutive fresh patient blood samples. Alternatively if
unable to perform 30 consecutive samples it is acceptable to perform 10 samples per day on 3
consecutive days.
Prepare and stain one peripheral blood film for each sample.
For each film, under hpf microscopy, find an area where 50% of the red cells are overlapping
doubles or triplets. Then count WBC in 10 consecutive fields.
Divide by 10 the total number of WBC found to obtain the average number per hpf.
Divide the electronic WBC count by the average number of WBC per hpf.
Add the numbers obtained in step 5 and divide by 30 (number of observations in this analysis)
hpf.
Round the number calculated in step 6 to the nearest whole number to obtain an estimation
factor.
Reference:
nd
Clinical Hematology Principles, Procedures, Correlation, 2 Edition, E. Anne Stiene-Martin et. al: J.B. Lippincott Company, 1998.
Page 47
Average Estimation
Factor
__________________
Calculation:
To determine Average, total the values in Column 4, divide by 30. Round off to nearest whole number
to obtain the estimated factor.
Page 48
Page 49
5. Send to Senior Technologist/Pathologist for review on first occurrence for each patient for whom
the instrument count is determined to be invalid due to RBC fragments, leukocyte fragments, or
megathrombocytes.
Reference:
nd
Clinical Hematology Principles, Procedures, Correlation, 2 Edition, E. Anne Stiene-Martin et. al: J.B. Lippincott Company, 1998
Page 50
Reference:
nd
Clinical Hematology Principles, Procedures, Correlation, 2 Edition, E. Anne Stiene-Martin et. al; J.B. Lippincott Company, 1998
Page 51
Average Estimation
Factor
__________________
Calculation:
To determine Average, total the values in Column 4, divide by 30. Round off to the nearest whole
number to obtain the estimated factor.
Page 52
Page 53
References:
1. Raphael SS. Lynchs Medical Laboratory Technology, Third Edition, Philadelphia PA: WB Saunders Company, 1976, page 1084.
2. Hematology Laboratory Safety Manual, Royal University Hospital, Saskatoon, SK 1998
3. Constantino BT. Leukocyte Cytoplasmic Fragmentation: Its Causes and Laboratory Evaluation, Canadian Journal or Medical
Laboratory Science -60, 1998, page 195
Page 54
Purpose:
Verification of ISI is mandated for all laboratories using assigned instrument-specific ISIs. Verification
must be performed in each laboratory at least annually, to ensure the accuracy of the International
Normalized Ratio (INR) result. Verification is done using a set of certified plasmas.
NOTE: This guideline does not apply to point-of-care/rapid cartridge-based technology, at this time.
Frequency:
Verification of ISI is required:
when a new instrument is put into place;
with any change in reagent type;
with any change in reagent lot number;
with any change in instrument;
following instrument repair, if QC is outside acceptable limits;
at a minimum of once per year.
Procedure:
1. Determine Geometric Mean Normal Prothrombin Time (MNPT) for current lot. [*contact LQAP office
for Geometric Mean Calculator]
2. Obtain a set of certified plasmas from the manufacturer. A minimum of three certified plasmas with
an INR range of 1.5 - 4.5 are recommended. The certified plasma must be appropriate for the
instrument in which they will be used.
3. Perform INR test on certified plasma in duplicate over three sessions.
4. Determine mean INR from the three sessions of testing on all certified plasmas.
a) If the mean INR is within 15% of assigned INR on all certified plasmas then the ISI is valid and
verification is complete.
b) If the mean INR is not within 15% of assigned INR revalidate the MNPT.
i. If MNPT is valid, then a local system calibration must occur; go to step 5.
ii. If MNPT is not valid, then it must be re-established, go back to step 1.
5. Contact the manufacturer for further instructions (ie. calibration). Return to step 3.
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Sample Information:
Specimens must be the same type and collected in the same container required for a given test (usually
3.2% citrated plasma; see specific procedure).
Accumulate the appropriate number of normal donors that meet the following guidelines:
1. Healthy with no known pathological conditions (in-patients should be avoided they are
hospitalized for a medical reason).
2. On no medications affecting coagulation, including anticoagulants/blood thinners.
3. Span the adult age range (unless a pediatric range is required).
4. Equally divided between males and females. If unable to maintain equal male/female ratio, a
larger center may be able to assist with donor specimens.
Donor samples can be collected in advance to speed up the evaluation process. The samples should be
double spun, aliquoted and stored for up to 14 days at -20 C or up to 6 months at -80 C. Spun plasma
should have <10x109/L platelet counts.
Page 56
Additional Information
Examine all results for outliers. Repeat outliers to rule out an
analyzer error.
When determining new reference ranges, it is acceptable to
exclude outlier values particularly any values that fall
outside the current normal range - providing a minimal
number of data points are involved.
An assay with more than 5% unexplained outliers should be
discussed with the laboratory supervisor.
Calculate the geometric mean Compare reference range with previous range and submit to
and SD from the data (Refer to the lab supervisor for review before implementing.
the
Geometric
Mean
Calculation).
Establish a
reference range based on the
mean 2 SD.
Page 57
c. Establish new mean and SD for all QC levels associated with the assay using the new lot number
of reagent (see below - Quality Control Lot Number Changes).
Note: If possible, run the new lot of reagent in parallel with your current lot whenever QC is run.
When performing parallel testing with new lots of reagent, it is not recommended to load any new
patient samples on the analyzer this will prevent possible release of erroneous results.
2. Quality Control Lot Number Changes
a. Establish a new mean and 2 SD reference range for each level of control using a minimum of 20
data points. Run the new control in parallel with the current control whenever QC is required.
Note: Running all QC points consecutively is not recommended as this will not reflect changes in the
age of reagents or controls, and may result in a reference range that is too narrow. Run QC on
multiple days and multiple shifts.
b. Compare the SD and mean of your current QC lot to that of the new lot. Generally there should
not be any significant fluctuations. Ensure the CV is acceptable (5% or less).
NOTES:
Fibrinogen
If the reagent being changed is for the fibrinogen assay, a new standard calibration curve must be
performed before any preliminary testing proceeds. Compare old and new curves there should not be
a significant change between the lot numbers.
APTT
If the laboratory performs APTTs on heparinized patients, a Heparin Therapeutic Range for APTT must
be done using the same unfractionated heparin used for patients.
Prothrombin Time
1. If the analyzer requires a PT Calibration when changing reagent lot number, this must be
performed before any other testing.
2. Before implementing the new lot number of reagent, ensure that the new ISI and Mean Normal PT
(MNPT) are entered in the appropriate areas of the analyzer and/or LIS (depending on how the INRs
are calculated).
3. When doing the patient correlations (old vs. new lot of reagent) enter the new ISI and MNPT into
the analyzer/LIS to enable comparison of INRs, instead of PTs (Prothrombin Times may not
compare well if the ISI value has changed significantly).
Page 58
References:
H56-A CLSI, Body Fluid Analysis for Cellular Composition; Approved Guideline 2006
CAP Hematology and Coagulation Checklist, 2014
Body Fluids American Society of Clinical Pathologists; Authors Carl Kjeldsberg and Joseph A. Knight, 1993
Page 59
Laboratories using one rack - 2 fresh samples are set up in duplicate using different rack positions.
Laboratories using more than one rack - 2 fresh samples are set up in each rack using alternating
rack positions each month.
Set up the samples immediately after thorough mixing is completed. The samples must be remixed
between each rack set up.
Record appropriate results, rack #, position # and initials on the monthly QC sheet.
Results below 20 mm/hr should check within 20%, results over 20 mm/hr should check within 10%.
If results are not within acceptable limits, sample will be repeated if quantity is sufficient or a new
sample is chosen. If results still exceed limits, notify supervisor.
Reference:
Laboratory Services Regina QuAppelle Health Region
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