Module 5 Quality Control PDF
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College of Medical Technology
William Christopher C. Salazar, RMT
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Summary
This document provides lecture notes on quality control in clinical chemistry, covering topics such as quality assurance, terminologies, and different types of quality control charts.
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Evolve. Adapt. Overcome. CEFI is now ready. MODULE 5 / QUALITY CONTROL MLS 109: Clinical Chemistry 1 WILLIAM CHRISTOPHER C. SALAZAR, RMT College of Medical Technology ...
Evolve. Adapt. Overcome. CEFI is now ready. MODULE 5 / QUALITY CONTROL MLS 109: Clinical Chemistry 1 WILLIAM CHRISTOPHER C. SALAZAR, RMT College of Medical Technology COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY ASSURANCE A complete system of creating and following procedures and policies to aim for providing the most reliable patient laboratory results and to minimize errors in the pre analytical, analytical and post analytical phases. Monitors quality performance starting from the ordering of a laboratory determination to its reporting, the interpretation of results, and then application to patient care. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY ASSURANCE Involves total quality control which requires constant attention of all involved with the process or system. Principle Every laboratory section must have a plan to address preanalytical, analytical and postanalytical testing. Personnel must be trained in every procedure they perform and they must be tested annually for competency. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY ASSURANCE Procedure manuals, formatted according to CLSI standards, must be available for procedures and must be followed by personnel explicitly. Instrument maintenance and calibration procedures and documentation of the same must be in place. Problem log books should be used to identify potential problems and course of action implemented. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY ASSURANCE Indicators should be identified to monitor potential problems, thresholds set and data collected. A quality control program using control material that resembles patient samples must be run exactly as the patients COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Sensitivity The ability of an analytical method to measure the smallest concentration of the analyte of interest. High sensitivity = none or low number of false negatives Specificity The ability of an analytical method to measure only the analyte of interest. High specificity = low number of false positives COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Accuracy The extent to which the mean measurement is close to the true value. Indicates how close to the true value the result is. Counterchecked using the mean COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Estimated using 3 types of studies Recovery Determines how much of the analyte can be identified in the sample Interference Determines if specific compounds affect the laboratory tests like hemolysis, turbidity, etc. Patient sample comparison Used to assess presence of error in actual patient sample COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Precision Indicates how close the values are to one another Counterchecked using COV Terms related to precision o Repeatability Closeness of agreement between results of successive instruments carried out under the same conditions COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Reproducibility Closeness of agreement between results of measurements performed under changed conditions of measurements. Reliability Ability of the analytical method to maintain accuracy and precision over an extended period of time. Practicability The degree to which a method is easily repeated. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Diagnostic sensitivity Is the ability of the analytical method to detect the proportion of individuals with the disease. It indicates the ability of the test to generate more true-positive results and few false-negative Screening tests require high sensitivity so that no case is missed Sensitivity = COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Diagnostic specificity Is the ability of the analytical method to detect the proportion of individuals without the disease It reflect the ability of the method to detect true- negatives with very few false-positives Confirmatory test requires high specificity to be certain of diagnosis Specificity = COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. TERMINOLOGIES Delta check The current test value is compared to a previous value or values to detect large changes COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL QC is concerned with the analytic phase of QA It is a process of ensuring that analytical results are correct by testing known samples that resembles patient samples. It involves the process of monitoring the characteristics of the analytical process and detects analytical errors during testing, and ultimately prevent the reporting of inaccurate patient test results. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL 2 Major Types of QC 1. Internal QC / Intra-Laboratory QC Involves analyses of control samples together with the patient specimens. Primarily monitors day to day performance of laboratory tests. It is important for the daily monitoring of accuracy and precision of analytical methods. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL 2 Major Types of QC 2. External QC / Inter-Laboratory QC Involves proficiency training programs that periodically provide samples of unknown concentration to participating clinical laboratories. It is important in maintaining long-term accuracy of the analytical methods. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL Objectives of Quality Control 1. To check the stability of the machine 2. To check the quality of reagents 3. To check technical / operator errors COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL Control Solutions / QC Materials Solutions that are used to check the precision and accuracy of an analytical method. It should resemble the patient specimen and be run with the patients. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL Control Solutions / QC Materials Characteristics of ideal control solution Behaves like real sample Available to last a minimum of one year Should vary minimally in concentration and composition from vial to vial No communicable diseases COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS Errors encountered in the collection, preparation, and measurement of specimens including transcription and releasing of results COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS A. Random Error Error that occurs unpredictably Affects precision and is the basis for varying differences between repeated measurements COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS A. Random Error Examples Variations in technique Pipetting error Mislabeling of samples Improper aliquoting Environmental conditions Temperature and voltage fluctuation COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS B. Systematic Error Error that occurs predictably once a pattern of recognition is established. Problem is constant or predictable from day to day. Detected as either positive or negative bias COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS B. Systematic Error Trend Values increase or decrease for six consecutive days (crosses the mean) Cause : deterioration of reagents COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. Trend COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS B. Systematic Error Shift Values distribute themselves on one side or either side of the mean for six consecutive days (does not cross the mean) Cause : improper calibration of the instrument COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. Shift COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS B. Systematic Error Examples Calibration problems Deterioration of reagents and control materials Improper preparation of standards and controls Contaminated solutions Unstable and inadequate reagent blanks Failing instrumentation Poorly written procedures COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. ANALYTICAL ERRORS C. Allowable Error The quantity of error that will not negatively affect clinical decisions. Total error must be less than the allowable error to be considered acceptable. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Mean Measure of central tendency associated with symmetrical or normal distribution Formula ∑𝑥 Where x ̅ 𝑛 mean summation of x total number of samples COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Medial Midpoint, 50th percentile The value that divides the observations into two groups, each containing equal numbers of observation. COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Mode The most frequently occurring value Used to describe data with two centers (bimodal) Range The simplest expression of distribution Difference between the highest and the lowest score in a data COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Standard Deviation Measure of dispersion of the values from the mean A measure of distribution range Most frequently used measure of variation COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Standard Deviation 𝑆𝐷= √ ∑¿¿¿ Formula In a normal distribution 1 SD = 68% of the total population 2 SD = 95% of the total population (maximum allowable SD) 3 SD = 99.7% of the total population COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Coefficient of variation Expresses SD as a percentage of mean value Used to determine precision Formula 𝑆𝐷 CoV = x̅ COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS Variance Standard deviation squared Measure of variability Difference between each value and the average of the data Formula Variance = (SD)2 COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. STATISTICS T test Used to determine whether there is a statistically significant difference between the means of two groups of data. F test Used to determine whether there is a statistically significant difference between the standard deviations of two groups of data COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS 1. Gaussian Curve (Bell-Shaped Curve) Occurs when the data set can be accurately described by the SD and the Mean. Obtained by plotting the values from multiple analyses of a sample Population probability distribution, that is symmetric about the mean Occurs when the data elements are centered around the mean with most elements close to the mean Focuses on the distribution of errors from the analytical method rather than the values from a healthy or patient COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. 1. Gaussian Curve (Bell-Shaped Curve) COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS 2. Cumulative Sum Graph (CUSUM) Calculates the difference between QC results and the target means Common method: V-mask Identifies consistent bias problems; it requires computer implementation This plot will give the earliest indication of systematic errors (trend) and can be used with the 13s rule Very sensitive to small, persistent errors that commonly occur in the modern, low calibration-frequency analyzer Rules are out of control when the slope exceeds 45° or a COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. 2. Cumulative Sum Graph (CUSUM) COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS 3. Youden/Twin Plot Interlab Used to compare results obtained on a high and low control serum from different laboratories It displays the result of the analyses by plotting the mean values for one specimen on the ordinate (y-axis) and the other specimen on the abscissa (x-axis) COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. 3. Youden/Twin Plot COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS 4. Shewhart Levey-Jennings Chart Most widely used QC chart in the clinical laboratory It allows the laboratorians to apply multiple rules without the aid of a computer It is a graphic representation of the acceptable limits of variations in the results of an analytical method Easily identifies random and systematic errors COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. 4. Shewhart Levey-Jennings Chart COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS Westgard Multirules Establishes a criteria whether an analytic process is out of control According to Westgard, the use of simple upper and lower control limits is not enough to identify analytical problems. The combination of the control values used in conjunction with a control chart has been called the Multirule Shewhart Plot COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS Rules I. Random error 12s 1 control value exceeds 2 SD Warning rule – accept the run 13s 1 control value exceeds 3 SD R4s The difference between 2 control values are equal to COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc. QUALITY CONTROL CHARTS Rules II. Systematic error 22s 2 consecutive control values are greater than +/- 2SD 41s 4 consecutive control values on one side of the mean 10x 10 consecutive control values on one side of the mean COLLEGE OF MEDICAL TECHNOLOGY Calayan Educational Foundation, Inc.