melding lean and barcode technology to reduce in …

1
Poster template created after careful study Specific menu-driven data identifies mis-ID root causes Educated staff capture standardized data on dry-erase poster 77 empowered workers in all work cells involved Compare 3 week measurement intervals of Pre vs. Post process- mis-ID defects of patient, specimen parts, slides, cassettes July 2006 vs. August 2007 RESULTS POST BARCODE REDESIGN Richard Zarbo, Mark Tuthill, Rita D’Angelo, Ruan Varney, Adrian Ormsby Henry Ford Hospital, Detroit, Michigan USA MELDING LEAN AND BARCODE TECHNOLOGY TO REDUCE IN-PROCESS SURGICAL PATHOLOGY MIS-IDENTIFICATIONS “There are no big problems, just a lot of little ones” -Henry Ford 45 18 Raw # Mis-IDs p<.001 LINKED BARCODE SPECIFIED WORK Improving the accuracy of patient identification is the #1 laboratory national patient safety goal. Using our LEAN work culture and measurement tools de- veloped in the Henry Ford Production System, we docu- mented baseline Surgical Pathology (SP) in-process mis- identification defects and root causes in 2006. In 2007- 2008 we redesigned laboratory workflow with simplified connections and pathways reinforced by a barcode tech- nology innovation of our design to specify and standardize work processes. We also adopted just-in-time pre-stain slide labeling with solvent impervious barcoded slide labels applied at the histology microtome station elimin- ating pencil labeling of slides and a loop-back downstream work step conducive to slide label mis-identifications. Results: SP cassette and slide mis-identification defects arising in- process were reduced by 63%, from 1.67% to 0.63% of cases (p<.001), with 85% reduction in the histology cas- sette and slide mis-identifications. Moreover, work re- design resulted in a 125% increase in technical throughput at the histology microtome station, or an annual manpower savings of 0.37 FTE. Conclusion: We have innovated a barcode system analogous to an 'electronic kanban' to specify and standardize work processes that can reduce mis-identification defects and improve efficiency in the SP laboratory. Zarbo RJ, D'Angelo R. Transforming to a Quality Culture: The Henry Ford Production System. Am J Clin Pathol 2006;126:S21-S29. D'Angelo R, Zarbo RJ. Measures of Process Defects and Waste in Surgical Pathology as a Basis for Quality Improvement Initiatives. Am J Clin Pathol 2007;128:423-429. Zarbo RJ, D'Angelo R. Effective Reduction of Process Defects and Waste in Surgical Pathology. Am J Clin Pathol 2007;128:1015-1022. VISUAL DATA MEASUREMENT POSTER BIBLIOGRAPHY MIS-ID DEFECTS REDUCED BY BARCODE DRIVEN WORK STANDARDIZATION & LEAN DESIGN PRE- & POST BARCODE MIS-IDENTIFICATIONS Pre-Barcode Post-Barcode Surgical Cases 2,694 2,877 Specimen Parts 4,413 4,725 Tissue Cassettes 8,776 9,167 Slides 14,270 17,927 Mis-ID Defects 45 18 Case Defect Rate 1.67% 0.63% Reduced Cassette/Slide Defects 85% Overall Defect Reduction 63% ABSTRACT An “electronic kanban” of barcodes connects work cells and defines, standard- izes and mistake-proofs the work processes of surgical pathology. Manual quality control checks are shown in the lower, black box of each work station. LIS interfaced one-dimensional barcodes are printed on adhesive labels for attaching to specimen containers and laboratory requisitions while 2- dimensional barcodes are laser etched on tissue cassettes . This case is submitted in 3 specimen containers consisting of Part A - sigmoid colon biopsy, Part B - transverse colon biopsy and Part C - stomach biopsy with standing preorder for Helicobacter pylori immunostain. Protocol driven information is reflected in the chemical resistant slide labels printed at the microtome station that dictate 2 levels cut for each part. The stomach biopsy protocol, Part C, calls for an additional two blanks slides to be cut for the immunostain and a 4th level left unstained. CoPath Scantron Lab Tag Imager Cassette Etcher Create cassette barcodes through CoPath Create Lab Tag & Specimen Container Barcodes through CoPath Scan container barcode to open case in CoPath CoPath 2 1 -Scan barcoded slide to open case in CoPath - View scanned lab tag on I-drive 4 Pathologist Signout Accession Gross Tissue Cutting 3 Verify original Lab Tag information & created barcode ID info in CoPath Verify created container barcode with CoPath, cassette ID, and Lab tag information Microtome Create chemical resistant, barcoded slide labels from cassette barcode Scan cassette barcode 4 Histology Verify patient name, SP number on Lab tag, & slide in CoPath 1 Verify cassette & slide SP number and patient name with CoPath 1 3 CoPath CoPath 2 1 1 2 4 3 Results Conclusion Materials & Methods Introduction A B C 1 2 3 4 0.63% 1.67% 63%

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Page 1: MELDING LEAN AND BARCODE TECHNOLOGY TO REDUCE IN …

• Poster template created after careful study

• Specific menu-driven data identifies mis-ID root causes

• Educated staff capture standardized data on dry-erase poster

• 77 empowered workers in all work cells involved

• Compare 3 week measurement intervals of Pre vs. Post process-

mis-ID defects of patient, specimen parts, slides, cassettes

• July 2006 vs. August 2007

RESULTS POST BARCODE REDESIGN

Richard Zarbo, Mark Tuthill, Rita D’Angelo, Ruan Varney, Adrian Ormsby Henry Ford Hospital, Detroit, Michigan USA

MELDING LEAN AND BARCODE TECHNOLOGY

TO REDUCE IN-PROCESS SURGICAL PATHOLOGY MIS-IDENTIFICATIONS

“There are no big problems, just a lot of little ones”

-Henry Ford

45

18

Raw #

Mis-IDs

p<.001

LINKED BARCODE SPECIFIED WORK

Introduction:

Improving the accuracy of patient identification is the #1

laboratory national patient safety goal.

Materials and Methods:

Using our LEAN work culture and measurement tools de-

veloped in the Henry Ford Production System, we docu-

mented baseline Surgical Pathology (SP) in-process mis-

identification defects and root causes in 2006. In 2007-

2008 we redesigned laboratory workflow with simplified

connections and pathways reinforced by a barcode tech-

nology innovation of our design to specify and standardize

work processes. We also adopted just-in-time pre-stain

slide labeling with solvent impervious barcoded slide

labels applied at the histology microtome station elimin-

ating pencil labeling of slides and a loop-back downstream

work step conducive to slide label mis-identifications.

Results:

SP cassette and slide mis-identification defects arising in-

process were reduced by 63%, from 1.67% to 0.63% of

cases (p<.001), with 85% reduction in the histology cas-

sette and slide mis-identifications. Moreover, work re-

design resulted in a 125% increase in technical throughput

at the histology microtome station, or an annual manpower

savings of 0.37 FTE.

Conclusion:

We have innovated a barcode system analogous to an

'electronic kanban' to specify and standardize work

processes that can reduce mis-identification defects and

improve efficiency in the SP laboratory.

•Zarbo RJ, D'Angelo R. Transforming to a Quality Culture: The Henry Ford

Production System. Am J Clin Pathol 2006;126:S21-S29.

•D'Angelo R, Zarbo RJ. Measures of Process Defects and Waste in Surgical

Pathology as a Basis for Quality Improvement Initiatives. Am J Clin Pathol

2007;128:423-429.

•Zarbo RJ, D'Angelo R. Effective Reduction of Process Defects and Waste in

Surgical Pathology. Am J Clin Pathol 2007;128:1015-1022.

VISUAL DATA MEASUREMENT POSTER

BIBLIOGRAPHY

MIS-ID DEFECTS REDUCED BY BARCODE DRIVEN

WORK STANDARDIZATION & LEAN DESIGN

PRE- & POST BARCODE MIS-IDENTIFICATIONS

Pre-Barcode Post-Barcode

Surgical Cases 2,694 2,877

Specimen Parts 4,413 4,725

Tissue Cassettes 8,776 9,167

Slides 14,270 17,927

Mis-ID Defects 45 18

Case Defect Rate 1.67% 0.63%

Reduced Cassette/Slide Defects 85%

Overall Defect Reduction 63%

ABSTRACT

An “electronic kanban” of barcodes connects work cells and defines, standard-

izes and mistake-proofs the work processes of surgical pathology. Manual

quality control checks are shown in the lower, black box of each work station.

LIS interfaced one-dimensional

barcodes are printed on adhesive labels

for attaching to specimen containers

and laboratory requisitions while 2-

dimensional barcodes are laser etched on

tissue cassettes. This case is submitted

in 3 specimen containers consisting of

Part A - sigmoid colon biopsy, Part B -

transverse colon biopsy and Part C -

stomach biopsy with standing preorder

for Helicobacter pylori immunostain.

Protocol driven information is reflected

in the chemical resistant slide labels

printed at the microtome station that

dictate 2 levels cut for each part. The

stomach biopsy protocol, Part C, calls

for an additional two blanks slides to be

cut for the immunostain and a 4th level

left unstained.

CoPath

Scantron

Lab Tag Imager

Cassette Etcher

Create cassette barcodes through CoPath

Create Lab Tag

& Specimen Container

Barcodes through CoPathScan container barcode

to open case in CoPath

CoPath

2

1

-Scan barcoded slide to open

case in CoPath

- View scanned lab tag on I-drive

4

Pathologist Signout

Accession Gross Tissue Cutting

3

Verify original Lab Tag information &

created barcode ID info in CoPath

Verify created container barcode with CoPath,

cassette ID, and Lab tag information

Microtome

Create chemical resistant, barcoded slide labels

from cassette barcode

Scan cassette

barcode

4

Histology

Verify patient name, SP number on Lab tag, &

slide in CoPath

1

Verify cassette & slide SP number and patient name

with CoPath

1

3

CoPath

CoPath

2

1

1

2

4

3

Results

Conclusion

Materials & Methods

Introduction

A B C

1

2

3

4

0.63%

1.67%

63%