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Path to the hear t o f hea l thcare
Leveraging Enhanced Specimen Management to Achieve
Strategic Goals and Boost Financial Performance
Megan Schmidt and Pawan Singh
Product Management
Sunquest Information Systems
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Dear CxO,
• Do you have a strategy around specimen
management at your institution?
• Have you reviewed your specimen management
strategy lately?
• Have you made or considered making capital
investments in the area of specimen
management?
• Are you and your Lab leadership in synch on the
institutional needs and plans for specimen
management?
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Goals for the Presentation
Convince CxOs to have a real strategy and
visibility around Specimen Management
– Discuss solutions and outcomes
– Demonstrate impact on future expansion
• ACO
• Molecular
• Digital Pathology
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Agenda
• Define Enhanced Specimen Management
• Operational Benefits • Patient Safety
• Efficiency (Cost)
• Return on Investment
• Strategic Value • ACO
• Molecular
• Digital Pathology
• Q&A
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Laboratory
Extends beyond the four walls of the lab
Specimen Lifecycle
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Specimen Flow
Collection
Lab Testing
Storage/Discard
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Enhanced Specimen Management
• Safe, Efficient, Effective handling of samples …
– From sample collection to storage (or discard)
– Throughout the pre-analytical, analytical and post-
analytical steps of the workflow
– Regardless of sample type (blood, tissue, etc.)
– Irrespective of the testing modality (AP, CP, etc.)
• The topic of bio-banking is not covered in this
presentation (but related)
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
It Only Takes One Mistake…
Johnson v The Methodist Hospital (2006)
• Patient tested positive for HIV during eighth month of
pregnancy
• Blood sent to Quest by Methodist
• Test was correct but Methodist had mislabeled
• Patient and baby were treated unnecessarily
• $50,000 damages awarded
Source: http://caselaw.findlaw.com/tx-court-of-appeals/1394508.html
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Navickas v. Unemployment Compensation Review
Board (2001)
• A higher standard of care applies to health care workers
and, therefore, the inadvertent failure of a phlebotomist
to label a patient's blood sample in accordance with
hospital procedure constituted willful misconduct
Source: http://caselaw.findlaw.com/pa-supreme-court/1086443.html
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
NY Daily News (2009)
• New York City man sues hospital and three
doctors for negligence
• Erroneously diagnosed for cancer and
underwent radical mastectomy erroneously
• Allegedly due to biopsy sample mixed up with
another patient
Source: http://www.nydailynews.com/new-york/cruelest-cut-28-year-old-man-mastectomy-finds-didn-breast-cancer-article-1.408952
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
A systematic approach to
minimizing defects and costs
by controlling waste and variance
in a production process.
Lean, Six Sigma
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Defects rework
Overproduction Resolving low priority as quickly as high priority
Waiting Idle and process
time
Not Using Talent
Mismatched skill sets and activities
Transportation Sample movement
Inventory Unused people
capacity
Motion Lack of standard
protocols
Extra Processing
Lack of automation
Typical Sources of Waste
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Opportunities in AP and CP Labs
• Defects
– Misidentification
– Misplaced Specimen
– Sample mix up
• Waste
– Batch Label Printing
– Relabeling
– Manual Steps that could be automated
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
• Gilbert v R. J. Taylor Memorial Hospital (218 Ga.
App. 399) 1995
Patient underwent a left breast biopsy to test for malignancy. The
tissue specimen was lost during transportation. Due to lack of
diagnostic information, the patient received cancer therapy that
included a lumpectomy, lymph node dissection, and radiation
therapy.
The hospital admitted negligence in losing the tissue sample.
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Specimen Management at the Point
of Collection
• Positive Patient ID
• Instant Specimen Label
• Electronic Order to Lab
• Track Collection to Accession
Collection Management
at PoC
CP Lab AP Lab
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Barcode Labeled from the get-go
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
SPOT= Specimen Point of Tracking
The Concept of SPOTs
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
3
1
2
SPOTs Defined Controlled Access
Real-time Tracking and Intelligence
End User Compliance
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Specimen Routing and Workflow
• Ability to define ‘rules’ for a given sample
– SPOTs
– Activities
• System enforced rules, hints, record deviations
• Real time case progress, management reports
and dashboards for benchmarking and trending
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
+ +
= Safe, Consistent, Efficient
Handling of Specimen
Barcoding Routing Tracking
Comprehensive Solution Set
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
63.4
53.3 52.3 52.0
41.8 40.5
38.3 40.0
41.8 42.0 40.0
35.8
32.2
25.0
30.0
35.0
40.0
45.0
50.0
55.0
60.0
65.0
Jan-09 Feb-09 Mar-09 Apr-09 May-09 Jun-09 Jul-09 Aug-09 Sep-09 Oct-09 Nov-09 Dec-09 Jan-10
Av
g.
Min
.
Phlebotomy STAT IP Collection TAT's (goal <30 min)
• Part of a 7 hospital system in Central Florida
• FH Orlando >1,000 beds
• Core Lab and Specialty Labs: Micro, Histology, Serology, Infectious
Disease, Molecular Diagnostics
FHO Collection Times
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
• Efficiencies – Handling an outside specimen reduced from 5 minutes to 1 minute.
– 50,000 outside samples a month = annual benefit over one million dollars.
• Quality – LIS tracking functionality reduced misplaced specimens from 10 a day to 0,
– Eliminated 25 minutes per misplaced specimen previously required to find them
• Turn Around Time – Route optimization resulted in 30% reduction in turnaround times for lab tests
– Added over 40% more capacity as a result, while actually reducing FTE
Outcomes at Gaston Memorial
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
LEAN Experience at MGH
Results:
• Reduced average routine surgical TAT from 48 hr to 20 hr
• Reduced average Biopsy TAT from 24 hr to 16 hr
• Reduced overtime from 3.5 FTE’s to 0.97 FTE’s
• Improved morale
Histology Redesign Project
MGH incorporated Lean concepts of workflow analysis, re-design, standardization, including a barcode system.
Thomas M. Gudewicz, MD Massachusetts General Hospital
Harvard Medical School
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Quality Focus at Henry Ford
Results:
• Implemented 1,128 process improvements on their main campus including 150 in AP
• Reduced overall misidentification case rate by 62%, with 95% reduction in the more
common slide misidentification defects
• Increased throughput at histology microtomy station by 125%
• The number of routine biopsies completed in a single day improved from 73% to 92%
Barcoding with AP LIS
Henry Ford implemented barcoding along with their AP LIS to streamline workflow and employ an overall quality program.
“ Integration of the barcode technology into the histopathology labeling
process has resulted in process improvement by saving time and reducing
errors.”
– Dr. Mark Tuthill, Division Head of Pathology Informatics,
Henry Ford Health System
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
ACO Definition and Goal
• Accountable Care Organizations (ACOs) are groups of doctors,
hospitals, and other health care providers, who come together
voluntarily to give coordinated high quality care to their Medicare
patients.
• The goal of coordinated care is to ensure that patients, especially
the chronically ill, get the right care at the right time, while avoiding
unnecessary duplication of services and preventing medical errors.
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Why Specimen Management Matters
• ACO’s will deal with large specimen volumes
– 84% of Medicare patients are 65 or older
– 65 or older require 4-5 times more lab tests
• Existing error rates present risk and opportunity
– 160,000 adverse patient events/year from
misidentification or labeling errors (Ford CAP Today 2005; 19:34-40)
– Manually labeling items and batch-match tasks
produce 0.1 - 3% mislabeling/mismatch error rate (Balis. Advance Sept 2005 p86)
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
• $15bn - $25bn projected for Molecular and Genetic testing in 2021 (United Healthcare Study, 2012)
• Global genetic testing market is forecast to grow at an annual rate of approximately 26% between 2012 and 2015
(Global analyst RNCOS, “Global Genetic Testing Market Forecast to 2015”, Oct 2012)
Growth in Molecular Testing
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Molecular: Sample Management
Increased need for …
• Sample sharing across pathology
• Sample retrieval for repeat/additional testing
• More complex sample prep
– Track and record reagents, process steps and QC
– Sample multiplexing and pooling
– Sample rework and confirmatory testing
• Tracking of send outs
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
Digital Pathology
Slide ID and Barcode start to matter, again
© 2012 Sunquest Information Systems, Inc. | Confidential and Proprietary
In Summary
Enhanced Specimen Management needs to be a CxO
agenda item because it is a catalyst for …
Patient Safety
Efficiency: Cost Savings
Future Expansion
Successful roll out and adoption requires change management, commitment and buy-in at all levels of the organization