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Before and After images of the same pathology workspace. In the Before image, note how cases (yellow arrows) including slide folder with the corresponding requisition sheet, each case representing a biopsy sample obtained from a different veteran, are randomly stacked all over the desktop around the microscope and on adjacent tables. In the After image, only one case at a time is on the desktop and all other cases are placed in color-coded and labeled bins that are mounted on the adjacent wall. There is absolutely no chance for a mix up or transposition between cases and no chance to overlook an incomplete case in the setting shown in the After image.

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Pathology Best Practice Sorting Methodology

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Orlando VA Pathology Lab experienced a diagnostic error in the microscopic examination of pathology slides resulting in a serious adverse event to a veteran. This was secondary to a mix up of slides between cases obtained from two different veterans. This was facilitated by the lack of standardization in the distribution, sorting and filing of pathology slides. Following the implementation of our novel Pathology Best Practice sorting methodology that is 100% error proof, we have enjoyed 100% overall compliance and sustainment with an approximate 1.2 to 1.4 million dollars in both cost savings and avoidance.

This innovation is emerging and worth watching as it is being assessed in early implementations. See more emerging innovations.

Origin:

July 2022, Orlando VA Medical Center

Adoptions:

1 successful

Awards and Recognition:

Best Practice, National Enforcement Office, VACO Path & Lab Med, Institute of Industrial and Systems Engineers (IISE) , Best Practice, The Joint Commission

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Overview

Problem

In a pathology lab with a non-standardized sorting of pathology slides that relies solely on the alertness and organizational skills of pathologists, we determined that the diagnostic error rate due to a mix up or transposition of slides between different cases leading to harm to veterans is 0.03% (1 in 3752 cases reviewed over a 2-year period from 1/1/2020 ... See more

Images

Pathology Office: Notice the slides folders (yellow arrows) randomly distributed all over the office with multiple folders lying on the desktop around the microscope. There is no way to distinguish between new (unread), consult, pending further studies or completed cases.

Pathology Office: Notice the slides folders (yellow arrows) randomly distributed all over the office with multiple folders lying on the desktop around the microscope. There is no way to distinguish between new (unread), consult, pending further studies or completed cases.

Another Pathology Office: yellow arrows point to single and multiple stacks of slide folders that are haphazardly distributed throughout the office.

Another Pathology Office with slide folders (yellow arrows) scattered all over with no sorting or organization.

A third Pathology Office: Again, the yellow arrows point to slide folders that are scattered throughout the office with no clear sorting or designation. Notice how many slide folders, each belonging to a different veteran, are on the same desktop with the possibility of inadvertently mixing up or transposing one slide from one folder to another. Imagine a slide with cancer is transposed to another tray with a benign condition and the pathologist not paying full attention to this error. Imagine the pathologist had to be on leave and someone else had to cover and pick up the work in this mess of slide folders. Or imagine that a slide folder with yet incomplete studies is inadvertently placed under a stack of folders that are complete and filed in the archive by mistake, leaving the veteran with a missed diagnosis.

A third Pathology Office: Again, the yellow arrows point to slide folders that are scattered throughout the office with no clear sorting or designation. Notice how many slide folders, each belonging to a different veteran, are on the same desktop with the possibility of inadvertently mixing up or transposing one slide from one folder to another. Imagine a slide with cancer is transposed to another tray with a benign condition and the pathologist not paying full attention to this error. Imagine the pathologist had to be on leave and someone else had to cover and pick up the work in this mess of slide folders. Or imagine that a slide folder with yet incomplete studies is inadvertently placed under a stack of folders that are complete and filed in the archive by mistake, leaving the veteran with a missed diagnosis.

Pathology Hallway: Yellow arrow show the disorganized nature of the slide folders that are picked up and dropped off by the pathologists. Cases routinely get mixed up between pathologists. There is no way to clearly distinguish between new, completed and partially read pending additional study cases.
Besides, the location of the shelf cabinet was obstructive to egress point with many employees having been injured while working on the shelf as someone opened the door hitting them accidentally.

Pathology Hallway: Yellow arrow show the disorganized nature of the slide folders that are picked up and dropped off by the pathologists. Cases routinely get mixed up between pathologists. There is no way to clearly distinguish between new, completed and partially read pending additional study cases. Besides, the location of the shelf cabinet was obstructive to egress point with many employees having been injured while working on the shelf as someone opened the door hitting them accidentally.

Solution

1. No more than one case belonging to one veteran is allowed to be on the desktop around the microscope at any time.
2. Implementation of pre and post wall mounted bin sorting methodology for slide folder handoff, distribution and final disposition. Created labels on the color coded bins for clear identification and process adherence.
3. Removed excess ob
... See more

Images

Pathology Office: No more than one case is allowed to be reviewed on the desktop around the microscope at any time. Zero chance of mix up or transposition of slides. All other cases, whether new or partially read pending additional studies are placed in color coded and labelled bins that are attached to the wall. This sorting methodology is immune from errors secondary to distraction or interruption and will not allow accidental filing of cases that are incomplete. In addition, pending cases can be easily picked up by another pathologist in the event of sickness or annual leave by the primary pathologist.

Pathology Office: No more than one case is allowed to be reviewed on the desktop around the microscope at any time. Zero chance of mix up or transposition of slides. All other cases, whether new or partially read pending additional studies are placed in color coded and labelled bins that are attached to the wall. This sorting methodology is immune from errors secondary to distraction or interruption and will not allow accidental filing of cases that are incomplete. In addition, pending cases can be easily picked up by another pathologist in the event of sickness or annual leave by the primary pathologist.

Pathology Office: Close up view of bins from top right to bottom right. 1. New Cases for Review = labelled blue bin; 2. New malignancy/Consults = Labelled red bin; 3. Pending cases/require additional studies/stains = Labelled yellow bin; 4: Cases returned after completion of additional studies/stains for further review = Labelled white bin, 5. QA/10% random review cases = Labelled black bin; and 6. All completed Cases = Labelled green bin.

Pathology Office: Close up view of bins from top right to bottom right. 1. New Cases for Review = labelled blue bin; 2. New malignancy/Consults = Labelled red bin; 3. Pending cases/require additional studies/stains = Labelled yellow bin; 4: Cases returned after completion of additional studies/stains for further review = Labelled white bin, 5. QA/10% random review cases = Labelled black bin; and 6. All completed Cases = Labelled green bin

Pathology Hallway: Close up view of pick up and drop off bins as assigned to each pathologist by name: 1.) Newly processed cases for review = Blue bins; 2.) Cases returned for further review after completion of additional studies = White bins; and 3.) QA/10% random review cases = Black bins.

Pathology Hallway: Close up view of pick up and drop off bins as assigned to each pathologist by name: 1.) Newly processed cases for review = Blue bins; 2.) Cases returned for further review after completion of additional studies = White bins; and 3.) QA/10% random review cases = Black bins.

Pathology Hallway: Pathologists drop off all completed cases in the green bins for easy archival storage by the histotechnologists.

Pathology Hallway: Pathologists drop off all completed cases in the green bins for easy archival storage by the histotechnologists.

Results

1. Error proof streamlined workflow: ZERO error in mix up of cases or transposition of slides from one case to another and ZERO error in the inadvertent filing of incomplete cases.
2. Enhanced efficiency of pathology case review with more timely and accurate test results.
3. Increased patient safety with established error proof methodology upholding HRO
... See more

Images

Graphical representation of process compliance rate to overall 100%.

1 pathologist fall-out resulted in the 90% initial score for pathologist group, Fall-out occurred not from a lack of knowledge of Best Practice Process but due to lack of Buy-in. The Pathologist required Re-training to achieve 100% overall compliance for Pathologist. Process has continued to enjoy 100% compliance to date September 2023. There is over 80% percent increase in productivity and 1.2 to 1.4 million in direct cost avoidance with 100% sustainment compliance. The success of this new innovative process lead to creation of SOP (ANP-PATH-SOP-16 Pathologist Work Instructions) Creation and Implementation of Clinical Pathology Best Practice sorting methodology for consistent and error proof Standard work process.

Diffusion tracker

Does not include Clinical Resource Hubs (CRH)

Statuses

FL: Orlando VA Medical Center (Orlando)
  • Started adoption on 07/2022.

There are no in-progress adoptions for this innovation.

There are no unsuccessful adoptions for this innovation.

Implementation

Departments

  • Quality Management
  • Laboratory and pathology

Core Resources

Resource type Resource description
PEOPLE
  • 1-2 staff pathologists required for 1-3 hours per week for 2 weeks
  • 1 System Redesign Specialist or someone with Lean Six Sigma training at least at the Yellow Belt level required 2-4 hours per week for 2 weeks . This person will help facilitate and coordinate project effort to stay on task.
  • 1-2 AP staff and 1 Lab quality manager required 1-3 hours per week for 2 weeks
  • 1-2 FMS team required for installation of wall Mounts ( work time varies per availability but no more than 2 days)
PROCESSES
  • Our New Dynamic Error Proof Process is simple and easy to use, yet powerful and versatile. For example, we have 9 pathology offices and a Staging hallway Pick up and Drop off area.
  • The New Sorting Methodology utilizes sorting bins that are color coded and labeled to establish a streamlined and standardized work process that is efficient and error proof in the pathology case/slide review as well as orderly and efficient slide delivery process and disposition process.
  • Pathology Offices: Require 6 bins per office, one of each color as follows : -(1.) Zone 1 A (New Cases) = Labeled blue bin; (2.) Zone 3 (Completed Cases) = Labeled green bin; (3.) Zone 5 (New malignancies/Consults/2nd Opinion Cases) = Labelled red bin; (4.) Zone 4 ( Pending/Awaiting additional studies) = Labelled yellow bin; (5.) Zone 1b (Returned stain/study for further review) = Labelled white bin; (6. ) Zone 6 (Mandatory random QA/QI case review) = Labelled black bin. Hallway (Pick up/Drop off) = Include 3 bins assigned to each pathologist that are labelled and color coded as follows: 1.) Zone 1 A. New Cases – Labelled blue bin; 2.) Zone 1 A. Returned stain/study – Labelled white bin; 3.) Zone 6 (additional zone) – Labelled black bin for QA/QI mandatory case reviews. Additional bins for archival storage of completed cases (variable number depending on volume of cases - at least 5 bins): Labelled green bin.
TOOLS
  • 1 Wall Mount Panel Rack - 36 x 19" 1 EA $72.00 ( We needed 40 to cover 9 offices and Hallway for total cost of $2880.00)
  • Colored Bins (We had 6 different colors: Blue, Green, Red, Yellow, White, and Black). We needed 84 total bins (78 size (15x16 1/2 x 7); 6 Large Green (18x16 1/2 x 11) for the Hallway Complete Archive). Larger bins are better to accommodate the completed case files for archive.

Support Resources

Resource type Resource description
PEOPLE
  • Dr. Beniah (Ben) Nwankwo is a Nationally Certified Black Belt in Lean Six Sigma, He can provide guidance in the proper adaption of this process to meet your facilities unique challenges as well as provide guidance through the Change management process to sustainment.
  • Dr. Baddoura and Dr. Vasquez are both experienced pathologists and can provide subject matter expertise to help your facility adapt this new exciting dynamic process and can attest to firsthand experience of utilization of the new process.

Risks and mitigations

Risk Mitigation
Difficulty getting timely response and feedback from vendors Have a good relationship with your logistic/Supply management team and bring them in early in your process. The cost associated with this project can be easily put on a purchasing card so no need for contracting. Also items needed for your project can be directly purchased from online through your logistics/Supply chain team. Use a vendor with fast shipment, preferable overnight shipment.
Initial staff push back against change Change is never easy. Selling this innovation is accomplished by emphasizing the error proof and zero harm outcome. Essentially, the risk of mixing up case files and archiving incomplete cases by mistake is permanently eliminated. Besides, if a pathologist were to go on leave (sick, vacation, etc.), another pathologist can have the full confidence to pursue the work and provide optimal coverage. Additional benefits include increased efficiency, timeliness and standardization across the service.

Contact

Comment

Comments and replies are disabled for retired innovations and non-VA users.

VA User (Path & Lab Med Service Chief) posted

Practical, low cost and high yield process improvement initiative. Easy to adopt and easy to adapt to varied local situations.

3
VA User (Pathologist) Innovation adopter posted

Excellent way of organizing slides and slide trays. Easy to implement. We will surely try to implement this outstanding solution with tremendous positive impact on patient safety.

2
VA User (Chief, Pathology and Laboratory Service) posted

Strengths of this proposal:

1) A practical, simple and inexpensive solution to a problem that is found across all

Pathology practice environments ranging from VA to Academia to Community

Practice.

2) Easy to implement as suggested, but also easily modified if needed, to meet

unique workflow requirements at another VA lab.

3) A strong implementation strategy:

a) education and training of pathologists in the new workflow,

b) routine periodic monitoring to ensure a durable, sustained process, that

does not degrade over time.

I commend Dr. Baddoura and his team at the Orlando VA for developing and implementing this innovative process at the Orlando VA.

1
VA User (Supervisory Medical Technologist) posted

Night and day difference. The additional visual cue of the color coded boxes are a wonderful thought. I like how the boxes are setup nicely and take up very little room. Great way to incorporate the iCARE values!!

3
VA User (Medical Technologist) posted

This is AMAZING!!!

4
VA User (Executive Director, National Pathology and Lab Medicine) posted

Definitely best practice-- low cost, visually distinctive, great way to avoid confusion and lost of pathology slides

4

Email

Email with questions about this innovation.

About

Origin story

A middle-aged male veteran was diagnosed with cancer of the prostate based on a biopsy that was read by a pathologist. He underwent a radical prostatectomy as a therapeutic modality, a procedure with several side effects including urinary incontinence and impotence. The resected prostate was found to be entirely benign which prompted a retrospective review o ... A middle-aged male veteran was diagnosed with cancer of the prostate based on a biopsy that was read by a pathologist. He underwent a radical prostatectomy as a therapeutic modality, a procedure with several side effects including urinary incontinence and impotence. The resected prostate was found to be entirely benign which prompted a retrospective review of the previous biopsy slides. Following an investigation, it was determined that the pathology slides with cancer actually belonged to another veteran and were inadvertently transposed and mixed up with the slides of the biopsy obtained from the former veteran who had a benign diagnosis. This sentinel event that led to serious harm to the veteran triggered mitigation step and root cause analysis that identified the lack of a standardized process in the handling, distribution and sorting of pathology slides, a common practice that is prevalent almost universally in all pathology labs. This led to the improvisation and implementation of a novel standardized delivery and sorting methodology in the pathology slide review process and protocols utilizing wall-mounted color coded and labeled bins. This new measure received best practice award by the National Enforcement Office of Pathology and Lab Medicine in Washington, DC. Following the implementation and PDSA of the above Pathology Best Practice which begun in July 2022, the Orlando VAMC Pathology lab has enjoyed a 100% error free and overall compliance and sustainment with an approximately 1.2 to 1.4 million in direct cost savings and cost avoidance.

Original team

Dr. Fady Baddoura

Dr Fady Baddoura completed his Anatomic and Clinical Pathology residency and fellowship training in Hematopathology at Emory University in Atlanta, GA. While in training, he became interested in advanced diagnostic tools and basic research projects employing emerging molecular techniques, gaining further experience as a fellow in Molecular Pathology and a guest researcher at the Centers for Disease Control and Prevention (CDC). He pursued his professional career as a staff pathologist with clinical duties and funded research activities at the VA Western NY Health Care System at Buffalo before he transferred to the OVAHCS in 2015 and was appointed as the Chief of Pathology and Laboratory Medicine in April 2021. He is board certified in Anatomic and Clinical Pathology and Hematopathology, holding academic appointments as assistant/associate professor in Pathology at SUNY and full professor at the UCF College of Medicine. While in Western NY, Dr Baddoura built the VISN-2 referral center for Hematopathology, Flow Cytometry and Molecular Diagnostics, and is currently pursuing the same goal at the Orlando institution including a reference hub for Molecular Diagnostics employing Next Generation Sequencing for Cancer Precision Medicine, Pharmacogenomics and viral genomic sequencing. Dr. Baddoura’s main research interest is the role of Lymphoid Neogenesis in various disease entities including cancer and chronic rejection of transplanted organs. His work in transplantation has led to new discoveries, a recognition award and a patented methodology under development.

Dr. Beniah Nwankwo

Dr. Beniah (Ben) Nwankwo is a trained internist as well as extensive experience and expertise in Lean Six Sigma as a Nationally Certified Blackbelt and System Redesign. As a US Army Veteran who served with distinction receiving medals such as the National Defense Service medal and the Humanitarian service Medal, Dr. Nwankwo possess a strong zeal for Process Improvement and Organizational excellence in High Reliability (HRO) and Facilitation of a change culture for overall reliable exceptional and safe patient care. As a physician executive with 7 years of demonstrated success in academia, clinical practice, development, and medical affairs. Dr. Nwankwo has proven ability to lead teams, develop cross-functional synergy and deliver projects on time and within budget. Demonstrated excellence in strategic planning, project leadership, program management, outcomes research and rapidly absorbing and summarizing clinical data for development of Best Practice solutions.

Dr Jonathan Vasquez

Dr Jonathan Vasquez completed his Anatomic and Clinical Pathology residency and fellowship training in Cytopathology at University of Illinois in Chicago. He continued to advance his training in two subspecialties namely surgical pathology fellowship program at University of Iowa Hospital and Clinics and cytopathology fellowship program at Loyola University Medical Center for which he is board certified. He pursued his professional career as an anatomic pathology director at a private hospital in Illinois under the Hospital Sisters Health System. Subsequently relocated to Orlando VA Health System as a staff pathologist to assist in the startup of providing anatomic pathology service to veterans and provide clinical pathology test guidance to all providers. He holds an academic appointment as an assistant/associate professor in Pathology at University of Central Florida College of Medicine. He has published numerous peer reviewed articles and actively participates in the tutelage of medical students, medical residents, aspiring histotechnologists and pathology assistants in the world of surgical pathology. He continues to be a strong advocate of quality assurance and control management in anatomic pathology.