Collection Manager Intraoperative Specimen Labeling Project

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1 Collection Manager Intraoperative Specimen Labeling Project Specimen mislabeling is a persistent problem across many clinical settings at UCSF, particularly in the fast-paced and often stressful environment of the operating room. The UCSF operating rooms have one of the highest incidences of specimen mislabeling across the medical center. Specimen labeling errors place patients at high risk for untoward events, can cause delays in treatment, and are associated with increased cost. Given that most specimen mislabeling is related to human error and that the systems and structures in the operating room environment do not support an error-free process, we implemented the Collection Manager specimen labeling system to minimize these errors. Collection Manager relies on barcode patient identification to generate unique patient-specific and order-specific labels in real time, allowing for safer and more efficient collection and processing of labs.

2 Step-by-step guide to using Sunquest Collection Manager to label intraoperative labs Place lab order(s) in Apex using IP Adult/Peds Anesthesia INTRAOP orders orderset Open Collection Manager. Log in by entering Apex username and password, then click OK button.

3 Blank patient identification screen will appear. Scan 2D barcode (not the linear barcode) on patient s wristband using handheld scanner found directly beneath desktop monitor on anesthesia machine. Correct barcode to scan Collection Manager account number will appear for that patient. Press enter on keyboard. Do not click the gray Ordered button in the lower right corner. Collection Manager account number

4 Confirm that patient identifying information on Collection Manager screen matches patient armband and patient on Apex. Now click the green Ordered button in the lower right corner. This will take you to the list of all active lab orders for that patient (including active orders placed by other providers). The lab orders will also have the date and time they were ordered. Each set of orders entered into Apex at the same time is associated with an accession number (circled). The two sets of lab orders appearing below were ordered about 5 minutes apart and therefore have different accession numbers.

5 Make sure the accession numbers for the labs you ordered and want to collect are checked (green). To do this just click on the accession number for the labs you want to collect. Remember to click on the accession number, not on the individual lab orders themselves. You may need to unclick accession numbers for labs that you do not want to collect. The oldest group of lab orders is always checked (green) by default. As you click on the accession numbers for the labs you want to collect, the tube colors that you need to collect the blood in will appear in the bottom box. Once you have selected the labs you want to collect, click the labels button (circled) on the left side of the screen.

6 The labels for each blood tube will print out of the label printer sitting on top of the anesthesia machine. Each label contains patient identifying information, date and time blood sample was collected, order requisition (ie, ORCO, CBC, T&S, ABO confirmation), and the appropriate color and size tube the blood should be collected in (red arrows on right side). Lab requisition (no blue paper) Collect the blood samples in the appropriate tubes. Next affix the labels on the corresponding tubes in the correct orientation. End of label with tube color goes furthest from blood tube colored cap. See below. Name of corresponding tube goes furthest from blood tube colored cap

7 Click done on collection manager screen. This informs lab that the specimens are on their way and changes status of lab to in process in apex. Place labeled tubes in red specimen bag as usual and call anesthesia tech for pickup. Close out of collection manager by clicking X in right upper corner of screen.