Increasing trainee engagement and laboratory feedback during an internal laboratory inspection

IF 2.6 3区 医学 Q3 ONCOLOGY
Marlo Dilks MHA, Allison Goldberg MD
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引用次数: 0

Abstract

The inadequacy of laboratory management training has long been reported in the literature,1-4 with various suggestions on ways to improve this aspect of pathology education and better prepare our trainees for the work of a staff pathologist.5-8 The ACGME (Accreditation Council for Graduate Medical Education) milestones directly reflect this educational need and include a requirement of participation in an internal or external laboratory inspection to reach level four, the goal level for graduation, in the residency milestone Systems-based practice 5: Accreditation, compliance, and quality (AP/CP). There are similar requirements for many of the pathology fellowships, including Systems-based practice 4: Accreditation, compliance, and quality for blood banking/transfusion medicine, chemical pathology, cytopathology, dermatopathology, forensic pathology, hematopathology, medical microbiology, neuropathology, and pediatric pathology and Systems-based practice 5: Accreditation, compliance, and quality in molecular genetic pathology9 (for a description of milestones by level, seeTable 1). Furthermore, such participation has long been part of laboratory management curricula.8

The literature provides a few specific examples of departmental efforts toward using an internal inspection to support trainee advancement to level four of the accreditation, compliance, and quality milestone. In one report from the University of Florida, the trainees made up the entire inspection team, with the associate program director serving as the team leader. Four lunchtime seminars covering a range of laboratory management topics were provided, and preinspection and postinspection assessments were performed, showing a significant improvement in trainees' knowledge after the inspection.10 Another report from the University of California Irvine Medical Center describes a resident-led self-inspection of the department's histology laboratory and the subsequent decrease in deficiencies and improvement in staff satisfaction survey results for that laboratory.11 Finally, a group out of Emory University created a clinical laboratory management curriculum that included preparation for and performance of an out-of-cycle mock inspection in one of the areas of the laboratory.12 Those authors report that the curriculum was well received and provided objective measurements of mastery for a range of laboratory medicine concepts. Some subspecialties within pathology have created subspecialty-specific laboratory management education options as well.13

At our institution, we have long included residents and fellows in external inspections when possible and based on specific laboratory management interests and in our internal laboratory inspection in at least a cursory fashion; however, this past year, we made a special effort to increase trainees' comfort level and engagement with the inspection process. Our aims were to teach the trainees to see themselves as citizens and future leaders of the laboratory, to provide a lasting educational experience, and to deliver valuable feedback to our laboratory staff.

在实验室内部检查期间提高受训人员的参与度和实验室反馈意见
会上,我们的质量项目经理解释了检查的流程,包括检查背后的原因、对将发送给检查人员的文件的审查、对检查不同检查单所需时间的估计、对 ROAD(阅读、观察、询问、发现)流程的描述,以及缺陷与建议之间的比较。项目副主任提醒受训人员内部检查将满足 ACGME 的里程碑要求,强调他们可以从检查过程中获得教育,并感谢他们为实验室提供的服务。最后,所有受训人员都被告知,他们有义务完成 CAP(美国病理学家学会)检查组成员的培训,并强烈鼓励他们在检查日期之前安排一次会面,与之前检查过指定检查单的人员进行交流。在 Zoom 会议之后,我们很快就收到了一封电子邮件,内容包括检查单任务分配、如何参加 CAP 检查组成员培训的说明以及如何访问 InspectionProof,在 InspectionProof 中可以链接到我们机构的政策并记录每个检查单项目的合规证据。最后,还向受训人员提供了一份先前检查过指定检查表的教职员工名单。检查表的分配由项目副主任决定,重点是学员未来的职业理想。如果可能,研究生一年级的住院医师会与资历更深的学员配对。我们的学员都是根据他们的研究领域来分配检查单的。总共有 22 名学员在四个地点检查了 14 份不同的核对表,大多数学员至少使用了所有常用核对表和一份额外的核对表。我们的受训人员没有检查过的核对表和地点由其他实验室人员检查。检查时间为两周,横跨两个住院医师轮转期,因此学员可以灵活安排实际检查时间。我们提醒所有轮转主任注意即将到来的检查,并指示他们在检查期间灵活安排受训人员的轮转职责。今年的新举措是,我们大力鼓励受训人员在检查日期之前与之前检查过其指定检查表的工作人员或教师会面。我们希望这能让受训人员了解特定检查表检查过程中的珍珠和陷阱,并提高他们对检查过程的整体参与度和舒适度。虽然我们不知道在检查前学员和工作人员之间到底进行了多少次会面,但我们知道至少有 17 位经验丰富的检查员同意会面,至少有 11 位学员要求会面。一位作者(A.G.)亲自会见了检查解剖病理学、细胞病理学和所有常见检查单的学员。她鼓励这些学员将检查过程分为三个不同的部分:检查前、检查和检查后。在第一部分,即检查前,她指导学员通读所提供的文件,重点是自上次检查以来的任何新仪器或测试(注意,如果适用,他们希望看到任何相关的验证)、以前的能力测试失败、以前的缺陷以及任何新的或修订的检查表项目。她建议他们在准备检查时列出一份清单,列出他们需要查看的具体内容,包括政策、幻灯片、记录和报告。她指示他们在开始检查程序的第二部分,即检查本身时,将这份清单交给实验室主管。在检查过程中,也就是第二部分,她建议受训人员一边跟踪标本,一边向工作人员提出开放式的问题。她还鼓励受训人员在跟踪标本的过程中,询问工作人员对最具挑战性的核对表项目的看法,以及他们是如何管理这些项目的,以揭示每个实验室所面临的特殊挑战。在解剖病理检查单方面,她指导受训人员至少观看包埋过程、切片制作过程以及从头到尾进行的冰冻切片。对于细胞病理学检查表,她指导学员至少观看细针穿刺和现场快速评估以及切片制作过程。在现场检查时,她建议受训者根据所见所闻记下他们可能需要审查的其他政策或文件。在第二部分结束时,她指示受训人员查看他们要求查看的所有项目。 最后,在第三部分,即检查后,我们鼓励受训人员回顾自己的检查结果,用非评判性的语言与督导人员讨论,填写相应的缺陷表格,然后感谢工作人员的时间和热情款待。对我们工作的反思检查结束后,对受训人员和督导人员进行了调查,结果绝大多数都是正面的。通过检查过程,100% 的受训人员都表示他们获得了一些技能或知识,这些技能或知识可能会对他们今后成为实验室人员有所帮助,具体包括更好地了解一个成功的实验室运作所需的条件,以及组织信息的新方法和改进方法等。所有监督员都表示检查员彬彬有礼,尊重他们,94% 的监督员表示检查员向他们提出了问题。检查员和监督员都表示,要找到双方都能接受的检查时间并不十分困难,94% 的监督员和 83% 的检查员表示这比较容易或非常容易。最后,尽管样本量较小,也不一定是因果关系,但我们的受训人员发现的缺陷数量从上一次内部检查的 2 项增加到今年的 16 项,在上一次内部检查中,受训人员参与了检查过程,但没有做出特别努力来提高他们的参与度或舒适度(表 2)。对于发现的所有缺陷,我们都制定并实施了纠正行动计划,从而改进了实验室的流程。已实施的纠正行动计划的合规证据将保存起来,以便在下一次现场检查时进行审查。我们计划今后在分配检查单时遵循相同的流程,强调受训人员未来的职业抱负。总之,我们对目前的内部检查流程很满意,并希望在今后加以改进。按实验室部门和检查表分列的检查缺陷。实验室部门检查表2022 自检2023 现场检查2024 自检检查一般一般(GEN)110解剖病理学常见(COM)030解剖病理学(ANP)018化学常见(COM)030化学(CHM)021细胞学常见(COM)001流式细胞术常见(COM)042流式细胞术(FLO)010微生物学常见(COM)002微生物学(MIC)102总计21516
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来源期刊
Cancer Cytopathology
Cancer Cytopathology 医学-病理学
CiteScore
7.00
自引率
17.60%
发文量
130
审稿时长
1 months
期刊介绍: Cancer Cytopathology provides a unique forum for interaction and dissemination of original research and educational information relevant to the practice of cytopathology and its related oncologic disciplines. The journal strives to have a positive effect on cancer prevention, early detection, diagnosis, and cure by the publication of high-quality content. The mission of Cancer Cytopathology is to present and inform readers of new applications, technological advances, cutting-edge research, novel applications of molecular techniques, and relevant review articles related to cytopathology.
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