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Foundation.cap.org v. #
The Barcode-Driven Lab: Success in a Large System
Rodney Schmidt, MD, PhDUniversity of Washington, Seattle
April 17, 2011
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Topics
• Why create the barcode-driven lab?– Why in a large, complex lab?– Overview of functionality
• Not the detailed “how”; workflow
– Achieved benefits• Error reduction• FTE savings
• Important factors in success– UCLA, Sierra Pathology, NWP, NYU, OHSU
• What’s down the road?
Disclosure
• Bar-coding software developed at UW (OmniTrax and OmniImage) has been licensed by UW to Pathway Pathology Consultants for PowerPath end-users.
• Dr. Schmidt and his team have a revenue-sharing agreement with UW.
• Dr. Schmidt has a consulting agreement with Thermo-Fisher for educational talks.
Why barcode?
• Expensive– $23k/gross station– $10k/cutting station– Software
• Workspaces change– Wiring, networking
• Time investment– Software fast– Workspaces slow– Financing slow
• Processes change– Material handling– QA
• Jobs change– Workflow– Change management
• Pathologists affected!
Who needs the hassle?!
Large Systems – Special Factors
• Multiple locations• Trainees – Residents and Fellows• Personnel turnover• Outside materials (e.g. consults)• Ancillary testing• Higher fraction of complex cases
Issues: Training, complexity, communication
Need: Robust systems to help people do things right
Bringing Bar-coding to AP• Track slides (2005)
– Eliminate the “lost slide” problem– Ease conference prep
• Specimen labels (2006)– Tissue discards and tracking– Drive gross photography
• Block creation and labeling (2008)– Automated JIT production of barcoded blocks– Gross room QA process and tracking
• Slide creation and labeling (2008)– Automated JIT creation of barcoded slides– Facilitate workflow and QA
• Eliminate all manual labeling (and errors)• Facilitate workflow – JIT information display
Material identification (2005)
• Handwritten specimen labels
• Manual, off-line cassette labeling
• Hand-written slide labels
Primary labeling errors (2004)
0100200300400500600700800900
1000
Blocks Slides
Recorded Actual
Accession number is re-entered into a standalone cassette imprinter
Accession number is re-entered into a standalone cassette imprinter
?
Targets – Gross Room
• Foolproof labeling– No human labeling/data entry
• Reduced dependence on support staff– Off-hours availability– Redirection of support
personnel
• Reduced waste of cassettes• Grossing step at least as
fast as current• (Record timestamps)
The unsupervised Resident!
Targets - Accession
Receive specimen and enter data into the LIS
Generate a bar coded label for the specimen and laboratory request form.
Minimum extra keystrokes (one)
Accession specimens
Label specimens
Transport for processing
Reconcile with LIS
Move to staging area
Rack filled cassettes
Request more cassettes
Fill cassettes
Lay out cassettes
Move to gross bench
Group with specimens
Label cassettes
Store excess with specs
Classic Grossing Workflow
**
*
*
*
*
* * QA steps
Possible errors
Handling steps
Just-in-Time PrintingAccession specimens
Bar-code specimens
Transport for processing
Rack filled cassettes
Fill cassettes
Lay out cassettes
*
**
*
Scan/print cassettes
Courtesy General Data
Fewer handling steps
Fewer (1) error opportunities
Fewer QA processes
Rescan cassettes
Benefits
• Efficiency– No manual pre-printing and sorting of cassettes– Quick just-in-time additional cassettes– Default cassettes from PowerPath specimen panels– Blocks automatically ordered in PowerPath
• Quality– No manual labeling (no errors)– Scanning specimen barcode assures correct
specimen– Enter cutting instructions, # pieces– Records which blocks are sent for processing
Q&E Benefits
“Classic” “Just-in-Time”
Handling steps 11 5
Error opportunities 9 1
Manual QA steps 7 4
Primary labeling errors 988/yr (est.);
(1.2%)
2 in 3 mo (initial);
0 in next 7 mo; (0.003%)
Cassette wastage ~25/d (~7%) ~0
Grossing efficiency -- At least as fast
Support staff -- 0.75+ FTE saved
Histology – Embedding
• Target– View critical
information about block and specimen
– Efficient workflow
• Block scan:– Embedding instructions– Number of pieces of
tissue– Specimen info– (Record timestamps)
Histology – Cutting
• Targets– Present critical information
(block, specimen)– Eliminate manual slide labeling– Block/slide verification– Multiple workflows– No clutter– Efficient
• Touch-screens; no keyboards• Block scan:
– JIT slide printing/labeling– Info display
• Slide scan:– Block/slide match
Cutting - Benefits
• Elimination of hand labeling
• Much faster than manual labeling for blocks with many slides
• Fewer block/slide mismatches
• Overall throughput increased ~10%
Slide Life Cycle
Histology work order
completes with scanning
Ship
Resident review
Deliver
Faculty signout
File
Pull for conferenc
e
Sendouts
Histology
Pathology Offices
Slides – Benefits
• Less staff time looking for slides• Faster to find last location than make a phone
call• Fewer arguments over whether slides were
delivered• Fewer recuts?• Improved job satisfaction
– ** Saved me 30 min the first day! **
• Overall savings > 2.0 FTE!
Slides Benefits
FTE SavingsFTE Savings
HistologyHistology +0.5 +0.5 FTEFTE
Reduced time hunting for Reduced time hunting for mis-delivered slidesmis-delivered slides
+0.5 +0.5 FTEFTE
Auto completion of outstanding orders Auto completion of outstanding orders when slide is scannedwhen slide is scanned
Office staffOffice staff +.5-1 +.5-1 FTE FTE
Reduced time for conference Reduced time for conference preparationpreparation
+.25 +.25 FTE FTE
Increased efficiency regarding send Increased efficiency regarding send outsouts
Barcodes Enable…
• Imaging– Gross photos– Photomicrographs– Documents– EM/IF
• HPV workflow– Reflex testing– Digene/Luminex
• Specimen management– Discards– Locations
• Winscribe automation
Specimen Discard
WorkflowWorkflow
– Device scans specimen barcode
– Handheld device queries AP-LIS
• If case signout occurred <2wks prior
• If case signout occurred >2wks prior
• If note on Req Data tab, caution light and note display
Barcoding Benefits
• Direct personnel (FTE)– 2.0 Slide delivery and tracking– 0.75 Cassette printing– 0.1 Specimen discards– 0.1 Document scanning– TBD Fluorescence image import
~$150,000/yr assuming $50,000/FTE
• Indirect personnel (FTE)– 0.5 Scanned consult document availability1
– TBD Scanned Req forms– TBD Slide location info (e.g. Pathologists)
• Reduced loss of materials– Slide/Block tracking– Specimen discards
Barcoding Benefits
1Schmidt, RA, et al. Am J Clin Pathol 126:678-83, 2006
Error Reduction– Elimination of all manual labeling steps!– Reduced labeling errors
• Specimens• Blocks
– ~988/yr to near 0– “How did you manage to do that?!”
• Slides• Gross photos• Scanned documents• Photomicrographs
Barcoding Benefits
Reasons for Success
• Optimized workflow– Lean analysis– Close ties to users– Multiple workflows; exception trapping
• LIS interoperability– Initially with PowerPath; now general
• Just-in-time production of materials
• Selection of appropriate equipment
Where Next?
• Specimen transport– Within multiple sites in a large lab– Upstream all the way from the patient
• Result transport– All the way back to the patient
• Likely to need multiple systems
Need an industry barcode standard
Where Next?
• Tissue banking (becoming routine)– Unique identifiers (encrypted for research)– Repository management– Maintain provenance– Pre-analytic variables
• Tissue micro-arrays– Each sample linked back to patient
Where Next?
Patient- and time-based disease data structures
Diagnosis RecurrencePersistent
(Time)Patient
•Links between serial samples of same disease•Relation to clinical treatment•Correlated blood samples
All types of data•IHC•Cytogenetic•Molecular
Treatment 1 Treatment 2
What does sample tracking mean for molecular testing?
Why barcode?Expensive … true, but reasonable ROI
Workspaces change … it might be time
Process changes … new processes are better
Jobs change … but more valuable activity
Pathologists affected … in good ways
Time investment … pays off!
Better lab efficiency
Error/liability reduction
Inventory control
Resident autonomy
Gateway to more functions
Conclusion
• Barcoding is becoming an expectation– Patient safety / error reduction
• It’s to your financial advantage
For success, you must be sophisticated enough to know the difference between just putting a barcode on something and having a barcode-driven lab.
Acknowledgements
• Phil Nguyen• Kevin Fleming• Rosy Changchien• Chris Magnusson• Victor Tobias
• General Data • Thermo-Fisher • Accu-Place
• Dr. Erin Grimm• Dan Luff• Steve Rath• Pam Selz• Kim Simmons• All the Techs and
Office Folks!
Achieved Benefits
• Marked reduction in labeling errors
• Improved inventory control (i.e. knowledge of where things are)
• Direct savings of ~ 3 FTE
• Indirect savings of >> 0.5 FTE
• Improved image collection and management (paperwork, gross, micro, EMs, IF, etc)
• Increased job satisfaction