Introduction to Quality Planning

This minicourse introduces the latest theories and models for Quality Control. QC has been performed in the healthcare laboratory for over 50 years, yet many QC practices remain rooted in the 1950's. New technologies, new approaches, and new techniques for QC have evolved in the last few decades. This course introduces the latest developments in QC.

Your Instructor

Purpose

Audience

Course Goals

Course Materials

Lesson Descriptions

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Your Instructor

James O. Westgard, Ph.D. is the primary instructor for this course and the author of the course material.

Purpose

Quality Control is not something to be performed without thought. There is no single way to "do QC", and the notion that 2 SD limits are the standard QC practice is both out-dated and wasteful. Performing QC requires careful consideration and planning. This course is concerned with the establishment of logical specifications for precision and accuracy of methods and with the selection of control rules for statistical QC.

Audience

This minicourse is intended for clinical laboratory scientists with responsibility for technical quality management of laboratory testing processes. Directors and managers of healthcare laboratories, clinical chemists, QC technologists and specialists, teachers and students in Clinical Laboratory Science programs will find it especially useful. Instrument developers, manufacturer technical and field specialists, and laboratory inspectors can also benefit greatly.

Course Goals

  • Learn the requirements for QC by CLIA, JCAHO, and other agencies
  • Define the quality required and necessary for a laboratory test.
  • Access resources for analytical, clinical, and European quality requirements.
  • Identify online tools for Quality Planning
  • Recognize the principles of Quality Planning and their relationship to traditional QC.

Course Materials

  • A syllabus outlining the order of the lessons
  • 4 Lesson plans: each contains a description of the lesson, along with links to the readings, a list of things to do, and self-assessment questions
  • Answers to the self-assessment questions
  • 4 online quizzes (which do not count toward the final grade) to help prepare you for the final exam.
  • 1 online final exam (you must pass with a score of > 70% to receive credit)
  • Glossary of terms
  • Archives of hundreds of supplemental articles, essays, lessons, and applications for optional reading.

Lesson Descriptions

1. Is Quality still an issue in the new Millennium? Given the ongoing improvement of analytical systems by manufacturers, many laboratories assume that analytical quality is no longer a problem or even a responsibility of the laboratory. In A Wake-Up call for Laboratory Quality Management, Dr. Westgard provides a specific example of the FDA taking action against a manufacturer for not following Quality System Regulations. This example clearly illustrates the need for laboratories to maintain the skills and capabilities to manage the quality of their testing processes.

2. Why is Quality Planning important? In this lesson, Dr. Westgard reviews Total Quality Management (TQM) and identifies the major components needed to manage the analytical quality of laboratory testing processes. Quality planning is identified as a critical component or activity in managing quality in the laboratory.

3. What guidelines exist for Quality Planning? In this lesson, Dr. Westgard covers the rules that bear upon quality planning as well as recently published QC practice guidelines. A review of US government regulations (CLIA), accreditation guidelines (JCAHO), and consensus practice guidelines from the National Committee for Clinical Laboratory Standards (NCCLS). The NCCLS C24-A2 document provides quality-planning guidelines for selecting QC procedures that are appropriate for laboratory applications.

4. How is Quality Planning performed? The NCCLS guidelines for quality planning can be combined with available quality-planning tools to devise a step-by-step planning process that is practical in any laboratory.

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Westgard QC, Inc., 7614 Gray Fox Trail, Madison WI 53717
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