lab intelligence as part of laboratory quality management
TRANSCRIPT
![Page 1: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/1.jpg)
Lab Intelligence as part of Laboratory Quality Management System
![Page 2: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/2.jpg)
• Phone lines will be muted
• Chat questions into me at any time
• Must have an 83% participation in order to receive PACE credits
• PACE certificates will be emailed to you Wednesday
Reminders
2
![Page 3: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/3.jpg)
Upcoming Webinars & Virtual Events
3
COVID-19 Rapid Results Platform
Oct. 28, 2020
10:00 AM PT /1:00 PM ET
Virtual Thought Leadership Event
The Lab’s “New Normal”: Thought Leadership to Navigate and Embrace Industry Change
Nov. 12, 2020
10:00 AM PT /2:00 PM ET
![Page 4: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/4.jpg)
COVID-19 News Summary
Current trending topics
![Page 5: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/5.jpg)
COVID-19 NewsCurrent trending topics
5
Multiplex Testing EUAs
• Roche Liat• SARS-CoV-2 and Flu A/B
• Roche 6800/8800• SARS-CoV-2 and Flu A/B
• BioFire Film Array 2.0• SARS-CoV-2 plus 20 other viral
and bacterial respiratory pathogens
• Quidel Sofia 2• SARS-CoV-2 and Flu A/B
• Cepheid GeneXpert• SARS-CoV-2/Flu/RSV
Testing Data Resources
• COVID-19 STAT Intelligence
Briefings from The Dark Daily
covid19briefings.com
• Go to the Testing Data tab
• COVID-19 data provided by 4
different vendors on various
metrics
• Let’s take a quick look!
![Page 6: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/6.jpg)
At the end of the session, the participant will be able to:
• Understand how to access, view, and monitor their lab’s key performance indicators
• Be able to drill-down into result details from dashboards to analyze trends
• Understand how to interpret lab dashboard analytics into actionable steps they can take within their lab to change workflow or improve lab processes
PROGRAM OBJECTIVES
6
![Page 7: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/7.jpg)
What is a Quality Management System (QMS)?
Part I
7
![Page 8: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/8.jpg)
I. Minimum requirements to get started using Lab Intelligence
II. Basic SetupIII. Main Components (Dashboards, Widgets,
and Pivot Tables)
IV. Key Performance Indicators (KPI)V. KPI Workshop
Part II - Lab Intelligence
8
![Page 9: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/9.jpg)
Quality Management System
9
Laboratory Quality - accuracy,
reliability, and timeliness of the
reported test results
Quality Management System -
coordinated activities to direct
and control an organization with
regard to quality
![Page 10: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/10.jpg)
CLIA and ISO 15189 for QMS
10
• CLIA – Clinical Laboratory Improvement Amendments. CLIA sets the regulations for accreditation for clinical laboratories within U.S.
• ISO 15189 - International Standard for Accreditation of Clinical Laboratories. Part 4 of standard provides guidelines for Quality Management Systems (QMS).
![Page 11: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/11.jpg)
Commonality in QMS?
Laboratories are to create standard operating procedures that ensure assessment of the total testing process (TTP), the procedures define how to monitor and evaluate performance throughout the critical aspects of TTP
11
![Page 12: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/12.jpg)
Phases of the Total Testing Process (TTP)
• Preanalytical
• Analytical
• Postanalytical
12
![Page 13: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/13.jpg)
Preanylitical Phase
13
Preanalytical phase accounts for 70% of all mistakes in
laboratory diagnostics.
In the laboratory - receiving, centrifuging, aliquoting, diluting,
and sorting of specimens
Identifying, labeling, handling, and transporting specimens
Collecting specimens
Selecting and ordering appropriate tests
![Page 14: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/14.jpg)
Analytical Phase
Examples of Processes within the analytical phase:
• Quality Control (Precision and Trueness)
• Monitoring Temperatures
• Instrument Maintenance and Function Checks
• Timeliness of analysis
14
![Page 15: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/15.jpg)
Postanalytical Phase
15
Timeliness of Reporting
Interpretation of Results
Reporting of Test Results to
Clinicians
![Page 16: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/16.jpg)
Quality Indicators
It is necessary to define Quality Indicators (QIs) to that are designed to reduce laboratory errors in preanalytical, analytical, and postanalytical phases.
Establishing Quality Indicators enable laboratories to:
• Detect laboratory errors
• Determine root causes
• Establish corrective action plans
• Monitor QI for defined period to measure effectiveness of corrective action.
16
![Page 17: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/17.jpg)
I. Minimum requirements to get started using Lab Intelligence
II. Basic SetupIII. Main Components (Dashboards, Widgets,
and Pivot Tables)
IV. Performance Indicators (KPI)V. KPI Workshop
Part II - Lab Intelligence
17
![Page 18: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/18.jpg)
Minimum Requirements to get started with Lab Intelligence
1. Lab Intelligence License
2. Specimen Management License
3. Enable Archiving of Specimen Management Data
4. Dedicated Report Server
18
![Page 19: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/19.jpg)
Basic Setup
✓ Install Instrument Manager on a dedicated Report Server
✓ Load License Files on Report Server
✓ Add Report Server to Mirror
✓ Update the IMOPTION.INI on the Primary Server
• Define TAT Timestamps in Laboratory Intelligence Setup
• Enable Laboratory Cube Synchronization for Specimen Management and Archive Specimen Management
• Site and Location (Connection Assignment)
• Configure Cube Synchronization Plans and perform initial Build of Specimen and Test Cubes for Specimen Management and Archive Specimen Management.
19
![Page 20: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/20.jpg)
20
![Page 21: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/21.jpg)
Basic Setup
• Install Instrument Manager on a dedicated Report Server
• Load License Files on Report Server
• Report Server is added to Mirror
• Update IMOPTION.INI on the Primary Server
✓ Enable Laboratory Cube Synchronization for Specimen Management data and for Archived Specimen Management data
✓ Define TAT Timestamps in Laboratory Intelligence Setup
• Site and Location (Connection Assignment)
• Configure Cube Synchronization Plans and perform initial Build of Specimen and Test Cubes for Specimen Management and Archive Specimen Management.
21
![Page 22: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/22.jpg)
22
![Page 23: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/23.jpg)
23
![Page 24: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/24.jpg)
24
![Page 25: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/25.jpg)
Basic Setup
• Install Instrument Manager on a dedicated Report Server
• Load License Files on Report Server
• Report Server is added to Mirror
• Update IMOPTION.INI on the Primary Server
• Enable Laboratory Cube Synchronization for Specimen Management and Archive Specimen Management
• Define TAT Timestamps in Laboratory Intelligence Setup
✓ Site and Location (Connection Assignment)
• Configure Cube Synchronization Plans and perform initial Build of Specimen and Test Cubes for Specimen Management and Archive Specimen Management.
25
![Page 26: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/26.jpg)
26
![Page 27: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/27.jpg)
Basic Setup
• Install Instrument Manager on a dedicated Report Server
• Load License Files on Report Server
• Report Server is added to Mirror
• Update IMOPTION.INI on the Primary Server
• Enable Laboratory Cube Synchronization for Specimen Management and Archive Specimen Management
• Define TAT Timestamps in Laboratory Intelligence Setup
• Site and Location (Connection Assignment)
✓ Configure Cube Synchronization Plans and perform initial Build of Specimen and Test Cubes for Specimen Management and Archive Specimen Management.
27
![Page 28: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/28.jpg)
28
![Page 29: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/29.jpg)
29
![Page 30: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/30.jpg)
Components of Lab Intelligence
1. User Portal
2. Dashboards
3. Widgets
4. Pivot Tables (Analyzer)
30
![Page 31: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/31.jpg)
Components of Lab Intelligence
1. User Portal
2. Dashboards
3. Widgets
4. Pivot Tables (Analyzer)
31
![Page 32: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/32.jpg)
32
![Page 33: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/33.jpg)
Components of Lab Intelligence
1. User Portal
2. Dashboards
3. Widgets
4. Pivot Tables (Analyzer)
33
![Page 34: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/34.jpg)
34
![Page 35: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/35.jpg)
35
![Page 36: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/36.jpg)
36
![Page 37: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/37.jpg)
37
![Page 38: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/38.jpg)
Components of Lab Intelligence
1. User Portal
2. Dashboards
3. Widgets
4. Pivot Tables (Analyzer)
38
![Page 39: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/39.jpg)
39
![Page 40: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/40.jpg)
40
![Page 41: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/41.jpg)
41
![Page 42: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/42.jpg)
42
![Page 43: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/43.jpg)
43
![Page 44: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/44.jpg)
44
![Page 45: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/45.jpg)
45
![Page 46: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/46.jpg)
46
![Page 47: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/47.jpg)
47
![Page 48: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/48.jpg)
48
![Page 49: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/49.jpg)
49
![Page 50: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/50.jpg)
50
![Page 51: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/51.jpg)
51
![Page 52: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/52.jpg)
52
![Page 53: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/53.jpg)
53
![Page 54: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/54.jpg)
54
![Page 55: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/55.jpg)
55
![Page 56: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/56.jpg)
56
![Page 57: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/57.jpg)
57
![Page 58: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/58.jpg)
Components of Lab Intelligence
1. User Portal
2. Dashboards
3. Widgets
4. Pivot Tables (Analyzer)
58
![Page 59: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/59.jpg)
59
![Page 60: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/60.jpg)
60
![Page 61: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/61.jpg)
61
![Page 62: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/62.jpg)
62
![Page 63: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/63.jpg)
63
![Page 64: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/64.jpg)
64
![Page 65: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/65.jpg)
65
![Page 66: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/66.jpg)
66
![Page 67: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/67.jpg)
67
![Page 68: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/68.jpg)
68
![Page 69: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/69.jpg)
69
![Page 70: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/70.jpg)
70
![Page 71: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/71.jpg)
71
![Page 72: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/72.jpg)
72
![Page 73: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/73.jpg)
73
![Page 74: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/74.jpg)
74
![Page 75: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/75.jpg)
Key Performance Indicators (KPI)
• Turn Around Times (TATs)• Collection to Received• Received to Query• Query to Result• Result to Released• Collection to Released• Received to Released• Received to Result
• Number of Hemolyzed Samples (QI)
• Percent Autovalidation• Number of Samples and/or Tests
per Day or Month,• Number of QC Violations per
Day/Month
75
![Page 76: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/76.jpg)
KPI Workshop
76
Choose KPI
KPI is represented by Specimen or Test Level Data?
Configure Pivot Table
Create New Dashboard
Create Widget to Display KPI Data
Filters
Controls
![Page 77: Lab Intelligence as part of Laboratory Quality Management](https://reader033.vdocuments.net/reader033/viewer/2022041414/6251ffab8f79e072d2583dbd/html5/thumbnails/77.jpg)
Upcoming Webinars & Virtual Events
77
COVID-19 Rapid Results Platform
Oct. 28, 2020
10:00 AM PT /1:00 PM ET
Virtual Thought Leadership Event
The Lab’s “New Normal”: Thought Leadership to Navigate and Embrace Industry Change
Nov. 12, 2020
10:00 AM PT /2:00 PM ET