PHLEBOTOMY SKILL STANDARDS - PDF Free Download

PHLEBOTOMY SKILL STANDARDS Medical Laboratory Technician Phlebotomy Technician Oklahoma Department of Career and Technology Education OD1038

Skill Standards Health Care Career Cluster Clinical/Diagnostic Care Medical Laboratory Technician Phlebotomy Technician Job Descriptions Academic and Vocational Course Options and Credential Requirements Skill Standards Lists and Evaluation Guides Curriculum Resource Guides

Copyright 1996 Oklahoma Department of Career and Technology Education All Rights Reserved. Printed in the United States of America by the Oklahoma Department of Career and Technology Education Stillwater, Oklahoma The Oklahoma Department of Career and Technology Education does not discriminate on the basis of race, religion, national origin, sex, age, disability, or veteran status. Secondary and postsecondary educational programs using the standards identified in this document are not intended to meet the criteria for registered apprenticeship programs. Contact the Bureau of Apprenticeship Training to obtain information concerning registered apprenticeship programs.

TABLE OF CONTENTS Introduction...1 Section One Job Descriptions...2 Section Two Academic and Vocational Course Options and Credential Requirements...5 Section Three Skill Standards and Evaluation Guides...11 Section Four Curriculum Resource Guides...17 Page

PREFACE One of the key national education initiatives being implemented to help our youth succeed in the workplace is the School-to-Work initiative. The School-to-Work initiative provides an avenue to prepare students for the world of work by creating a smooth transition from the school environment to the work environment. A diagram of this model is shown below. In Oklahoma, the implementation of the School-to-Work model has led to the development of Occupational Competency Guides. Occupational Competency Guides provide career preparation guidelines endorsed by industry. These guidelines were validated by an Executive Committee composed of top management officials from various size companies throughout Oklahoma. We thank the following Executive Committee members for their support and dedication to the Schoolto-Work initiative. Executive Committee Members Mr. Larry Felix St. Joseph s Regional Medical Center Ms. Janell Evans Blackwell Regional Hospital Mr. Lynn Brooks Southwest Medical Center Mr. Jim Grochlski Muskogee Regional Medical Center Mr. Jim Stansbarger Oklahoma Community Health Care Alliance Mr. Don Austerlitz Comanche County Memorial Hospital Mr. Randy Segler Comanche County Memorial Hospital Ms. Kathy Hibbs St. Mary s Hospital Mr. Brent VanMeter Oklahoma Department of Health Mr. Keith Hufnagel St. Joseph s Regional Medical Center

We also express our gratitude to the Oklahoma Occupational Competency Guide Committee. This committee provided specific industry requirements for the career pathway presented in this document. The Oklahoma Occupational Competency Guide Committee represented a diverse crosssection of our state. There were representatives from rural and urban communities as well as small and large organizations serving on this committee. They identified occupational competencies, from both a state and national perspective, that students need to be successful in the workplace. MEDICAL LABORATORY TECHNICIAN COMMITTEE Betty Collins University Hospital Colleen Dill Canadian Valley AVTS Janna Eslinger St. John s Hospital Carla Hobbs St. Joseph s Regional Medical Center Kim Nickelson St. Mary s Hospital Perthena Latchaw Seminole Junior College Marian Lippard St. Joseph s Medical Center Danny Myers Southwest Medical Center Linda Stubbs Muskogee Regional Medical Center Helen Webber Blackwell Regional Hospital PHLEBOTOMY COMMITTEE Betty Collins University Hospital Colleen Dill Canadian Valley AVTS Janna Eslinger St. John s Hospital Carla Hobbs St. Joseph s Regional Medical Center Kim Nickelson St. Mary s Hospital Perthena Latchaw Seminole Junior College Marian Lippard St. Joseph s Medical Center Danny Myers Southwest Medical Center Linda Stubbs Muskogee Regional Medical Center Helen Webber Blackwell Regional Hospital

INTRODUCTION This document is composed of four sections. Section One provides occupational job descriptions. These descriptions include the definitions provided in the Dictionary of Occupational Titles and/or Classification of Instructional Programs Code Handbook as well as definitions endorsed by the Oklahoma Occupational Competency Guide Committee. Section Two presents a secondary plan for possible academic and vocational course options. The academic courses introduced in this section represent college entrance and/or state graduation requirement options. The vocational course options that students may select for their career preparation are included on the secondary plan. State and national credential requirements for the occupations included in the career pathway are presented last in this section. When available, specific credentials recommended by the committee are also indicated. Section Three consists the Occupational Skill Standards Lists and Evaluation Guides, which identify the duties and tasks for each occupation. The committee s frequency and criticality ratings are also listed for each task. In addition, the tasks included as core competencies are identified. A Curriculum Resource Guide is presented in Section Four. This guide is presented in a matrix that cross-references recognized curriculum to the skill standards lists. The guide also indicates specific pages within the curricula that present information related to the tasks. For more information about this career cluster contact: Ms. Gail Pearson Mr. Greg Mitchell State Supervisor Health Certification Specialist Health Occupations Education Testing Division Oklahoma Department of Vocational Oklahoma Department of Vocational and Technical Education and Technical Education 1500 West Seventh Avenue 1500 West Seventh Avenue Stillwater, OK 74074-4364 Stillwater, OK 74074-4364 (405) 743-5106 (405) 743-5427 1

SECTION ONE OCCUPATIONAL JOB DESCRIPTIONS CAREER CLUSTER: CAREER PATHWAY: OCCUPATIONS: Health Career Cluster Clinical/Diagnostic Care Medical Laboratory Technician Phlebotomy Technician

OCCUPATIONAL JOB DESCRIPTIONS Definitions Occupation: Career Cluster: Career Pathway: a combination of duties and tasks for which education, training and employment occur. a group of occupations that share many common job duties and have similar characteristics. structured progression through career options within a cluster. In the table on the following page, job descriptions are listed for each occupation identified in this career pathway by the Oklahoma Occupational Competency Guide Committee (see Preface). < The occupational codes listed in The Dictionary of Occupational Titles (DOT) and/or Classification of Instructional Programs Code Handbook (CIP) as well as the corresponding job description matching each occupation within the pathway, are listed in the first column. < The job descriptions provided by the Oklahoma Occupational Competency Guide Committee are shown in the second column. < Student portfolios indicate student aptitude or interest related to occupational categories. 3

Medical Laboratory Technician DOT or CIP Descriptions Oklahoma Industry Job Description DOT: 078.381-014 A Medical Laboratory Technician may MEDICAL LABORATORY TECHNICIAN perform laboratory procedures across the Performs routine tests in medical laboratory major areas of laboratory, or concentrate to provide data for use in diagnosis and activity in one area such as blood banking, treatment of disease: Conducts quantitative chemistry, hematology, immunology, and and qualitative chemical analyses of body microbiology. A medical laboratory fluids, such as blood, urine, and spinal fluid, technician performs laboratory procedures under supervision of MEDICAL according to established and approved a TECHNOLOGIST (medical ser.) 078-261- protocols which require the limited exercise 038. Performs blood counts, using of independent judgment and interpretation. microscope. Conducts blood tests for These tests are performed directly under the transfusion purposes. May draw blood from supervision of a technologist, supervisor, or patient s finger, ear lobe, or vein, observing laboratory director. The medical laboratory principles of asepsis to obtain blood samples. technician may also perform point of care May specialize in hematology, blood bank, testing. Technicians prepare reagents and cytology, histology, or chemistry. solutions; report abnormalities in tests, procedure, and results; they may also maintain detailed records of daily activities and assure that there are adequate supplies in stock. Periodically draws blood from patients. Medical laboratory technicians may obtain certification or associate degrees. Medical laboratory assistants are registered medical technician through the American Society of Clinical Pathologists (ASCP), the American Medical Technologist (AMT), National Cytology Association (NCA), or the International Society for Clinical Laboratory Technologists. 4

Phlebotomy Technician DOT or CIP Descriptions DOT: 079.364-022 PHLEBOTOMIST Draws blood from patients or donors in hospital, blood bank, or similar facility for analysis or other medical purposes: Assembles equipment, such as tourniquet, needles, disposable containers for needles, blood collection devices, gauze, cotton, and alcohol on work tray, according to requirements for specified tests or procedures. Verifies or records identity of patient or donor and converses with patient or donor to allay fear of procedure. Applies tourniquet to arm, locates accessible vein, swabs puncture area with antiseptic, and inserts needle into vein to draw blood into collection tube or bag. Withdraws needle, applies treatment to puncture site, and labels and stores blood container for subsequent processing. May prick finger to draw blood. May conduct interviews, take vital signs, and draw and test blood samples to screen donor at blood bank. Oklahoma Industry Job Description Phlebotomy Technicians collect, process, and distribute laboratory specimens according to established procedures. They also perform data entry and report charting. In addition, phlebotomy technicians perform clerical and receptionist duties as assigned. 5

SECTION TWO ACADEMIC AND VOCATIONAL COURSE OPTIONS AND CREDENTIAL REQUIREMENTS CAREER CLUSTER: CAREER PATHWAY: OCCUPATIONS: Health Career Cluster Clinical/Diagnostic Care Medical Laboratory Technician Phlebotomy Technician

ACADEMIC AND VOCATIONAL COURSE OPTIONS AND CREDENTIAL REQUIREMENTS Section Two presents a secondary plan that lists academic and vocational course options. The vocational and academic courses recommended by the Oklahoma Occupational Competency Guide Committee for career preparation have been indicated with a triangle (>) when specific recommendations were provided. Please refer to the references listed below to obtain information regarding postsecondary training programs and institutions. U. S. Department of Labor. (1994). Occupational outlook handbook. (ISBN 0-16-043044-5). Washington, DC: U. S. Government Printing Office. The Occupational Outlook Handbook describes approximately 250 occupations in detail covering about 104 million jobs. The handbook serves as a reference guide for students, educators, and employers, providing job information concerning (1) nature of the work, (2) working conditions, (3) education, training, and other qualification requirements, (4) advancement possibilities, (5) salary, and (6) job outlook. Oklahoma Department of Career and Technology Education. (1995). 1995 Career Search. Stillwater, OK: Oklahoma Department of Career and Technology Education. Career Search is a complete, easy-to-use computerized system designed to assist users in career exploration and planning. This affordable career information system offers the most current and comprehensive occupational information available. Career Search provides a wide variety of information, including detailed descriptions of 341 major job titles and the postsecondary and training institutions that provide training for these occupations. It also allows students to match their interests to various occupations and assists them in preparing training inquiries to postsecondary institutions. Career Search may be accessed at area vocational-technical schools or by contacting a regional career specialist. To identify the regional career specialist in your district, contact the Career Information and Guidance Division at the Oklahoma Department of Career and Technology Education by calling 405-377-2000. You may also order Career Search from the same division by calling 1-800-654-4502. 7

Oklahoma Department of Career and Technology Education. (1994). Abstracts to career information: The complete career and educational opportunities information system. (94-010398, C51001). Stillwater, OK: Oklahoma Department of Career and Technology Education. Abstracts to Career Information is a publication that provides a brief synopsis of 341 major occupational titles introduced in Career Search (see reference above). Each abstract includes information (1) the nature of the occupation, (2) working conditions, (3) salary, (4) employment and outlook, and (5) related educational requirements. To order Abstracts to Career Information, contact the Oklahoma Department of Career and Technology Education at 1-800-654-4502. National Occupational Coordinating Committee and Oklahoma State Occupational Information Coordinating Committee. (1994). State training inventory. Stillwater, OK: State Occupational Information Coordinating Committee. The State Training Inventory is a PC-based, computerized educational database system that allows users to identify the schools and programs available in a selected geographic area. The system organizes educational and training data by program, type of institution, and geographic area. The Oklahoma State Training Inventory includes data from seven states including: Oklahoma, Texas, Arkansas, Kansas, New Mexico, Missouri, and Colorado. You may order the State Training Inventory from the State Occupational Information Coordinating Committee, 1500 West Seventh Avenue, Stillwater, OK 74074. For additional information, please call 405-743-5425. 8

CREDENTIAL REQUIREMENTS Definition Credential: an industry-sponsored and industry-recognized "document" issued upon occupational mastery. The state and national credentials available for occupations included in the career pathway are presented in this section. Contact information for each organization has also been provided. The credentialling agencies recommended by the Oklahoma Occupational Competency Guide Committee are indicated with an asterisk (*) when available. American Society of Phlebotomy Medical Laboratory Technician Technicians, Inc. PO Box 1831 Information from Profiles of Health Hickory, North Carolina 28603 Careers Registered as a Medical Laboratory (704) 322-1334 Technician through the American Society of Clinical Pathologists (ASCP), the American Medical Technologists (AMT), or the International Society for Clinical Laboratory Technologists (ISCLT). 9

SECTION THREE OCCUPATIONAL SKILL STANDARDS LISTS AND EVALUATION GUIDES CAREER CLUSTER: CAREER PATHWAY: OCCUPATIONS: Health Career Cluster Clinical/Diagnostic Care Medical Laboratory Technician Phlebotomy Technician

OCCUPATIONAL SKILL STANDARDS LISTS AND EVALUATION GUIDES Definitions Occupation: Duty: Task: Clarifying Information: Frequency: represents a combination of skills for which education, training and employment occur. represents an area of responsibility comprised of related tasks. is a meaningful unit of work. A task is measurable and/or observable and is independent of other tasks. A task contains an action verb and an object that is necessary for the action. The performance of a task requires the application of one or more skills. denotes general topics and subject matter associated with individual tasks. represents how often the task is performed on the job. Frequency rating scales may vary for different occupations. One rating scale commonly used is presented below. 1 = less than once a week 2 = at least once a week 3 = once or more a day Criticality: denotes the level of consequence associated with performing a task incorrectly. The following ratings are assigned to each task to indicate the level of consequence. 1 = slight 2 = moderate 3 = extreme Core Competencies: represent those tasks that are fundamental for occupational competency and common across an occupational career cluster. 11

Section Three presents an Occupational Skill Standards List and Evaluation Guide for each occupation represented in the career pathway. These Skill Standards lists were developed and validated by the Oklahoma Occupational Competency Guide Committee. When available, nationally or professionally recognized competency lists were used as references to identify the duties and tasks students must master to be successful in the workplace. The Oklahoma Occupational Competency Guide Committee members who validated the skill standards lists were allowed to add additional duties and tasks to these lists. However, no duties or tasks were deleted. The Occupational Skill Standards List and Evaluation Guide is composed of six elements. These elements include: 1. a code number used to identify each task 2. the duties and tasks performed on the job, by occupation 3. a frequency rating for each task 4. a criticality rating for each task 5. core competency identification 6. an evaluation rating scale for each task The duty areas represent major job responsibilities. A task reflects a meaningful unit of work. A task is measurable and/or observable and is independent of other tasks. When necessary clarifying information is presented under the tasks. Clarifying information indicates the topics and subject matter associated with individual tasks. The frequency rating represents how often the task is performed in the workplace. The criticality rating indicates the level of consequence associated with performing a task incorrectly. Core competencies represent those tasks that are fundamental for occupational competency and common across an occupational career cluster. This information may be used by instructors to organize instruction as students progress through a career pathway. 12

The evaluation rating scale may serve as a tool to document student competency levels at the worksite or in the classroom. A competency rating scale is provided to evaluate each task. Evaluators may use the evaluation guide to rate individual students as they actually perform the tasks. Once students complete their learning experience, the Occupational Skill Standards List and Evaluation Guide may be used as an element in the student's portfolio or passport. The rating scale is presented below. RATING GUIDE SCALE 4 Skilled Can perform task independently with no additional training. 3 Moderately Skilled Has performed task independently during training program; limited additional training may be required. 2 Limited Exposure Has practiced task during training program; additional training is require to develop the skill. 1 No exposure No experience or knowledge in this area. 13

OCCUPATIONAL SKILL STANDARDS LIST AND EVALUATION GUIDE MEDICAL LABORATORY TECHNICIAN DUTY A: DEMONSTRATE EMPLOYABILITY SKILLS DUTY B: APPLY PRINCIPLES OF CHEMISTRY DUTY C: APPLY PRINCIPLES OF URINALYSIS DUTY D: APPLY PRINCIPLES OF HEMATOLOGY DUTY E: APPLY PRINCIPLES OF COAGULATION AND HEMOSTASIS DUTY F: APPLY PRINCIPLES OF DONOR SELECTION AND BLOOD PROCUREMENT DUTY G: APPLY BASIC TECHNIQUES IN IMMUNOHEMATOLOGY DUTY H: ISSUE BLOOD AND BLOOD PRODUCTS DUTY I: APPLY PRINCIPLES OF MICROBIOLOGY DUTY J: APPLY PRINCIPLES OF IMMUNOLOGY DUTY K: MAINTAIN LABORATORY PRACTICE DUTY L: COLLECT AND HANDLE SPECIMENS DUTY M: PERFORM LEGAL AND ETHICAL BEHAVIORS 14

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY A: Demonstrate Employability Skills Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** A.01 Maintain a courteous and responsive attitude 3 2 T 4 3 2 1 toward all customers. A.02 Demonstrate appropriate interpersonal skills. 3 2 T 4 3 2 1 A.03 Maintain self-esteem in self and others. 3 2 T 4 3 2 1 A.04 Recognize the importance of team work and 3 3 T 4 3 2 1 participate as a team member. A.05 Maintain professional respect for co-workers. 3 3 T 4 3 2 1 A.06 Demonstrate professionalism. 3 3 T 4 3 2 1 - follow facility dress code - attitude - initiative - loyalty EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 15

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY A: Demonstrate Employability Skills Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** A.07 Practice critical thinking skills. 3 3 T 4 3 2 1 - distinguish appropriateness of equipment and tests - decision making - problem solving - creativity A.08 Maintain satisfactory attendance. 3 2 T 4 3 2 1 - tardiness - early departure - absence A.09 Practice stress management techniques. 3 2 4 3 2 1 A.10 Function within the organizational structure. 3 2 4 3 2 1 - chain of command - amount of empowerment A.11 Distinguish the departments within the health 2 2 4 3 2 1 care setting. EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 16

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY A: Demonstrate Employability Skills Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** A.12 Distinguish roles of the health care 3 2 4 3 2 1 practitioners. A.13 Cooperate with co-workers in the completion 3 2 4 3 2 1 of assignments. A.14 Practice self-management techniques. 3 2 4 3 2 1 - work independently - self-evaluation - leadership skills - supervision - delegation A.15 Practice deductive and inductive reasoning 3 2 4 3 2 1 skills. EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 17

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY A: Demonstrate Employability Skills Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** A.16 Evaluate laboratory and technical procedures. 2 2 4 3 2 1 - clinical data to specify additional tests - verify test results - check for possible source of errors - determine possible inconsistent results - recognize health and disease states - assess validity/accuracy of procedures for a given test - determine appropriate instrument adjustments - take corrective action according to predetermined criteria - recognize and report the need for additional testing - make identifications EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 18

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY B: Apply Principles of Chemistry Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 B.01 Determine specimen acceptability. 3 3 4 3 2 1 - patient preparation - type of specimen - collection - handling and storage of specimen - presence of interfering substances 1 B.02 Prepare for a test run. 3 3 4 3 2 1 - sample and reagent preparation - use of standards and controls - instrument calibration - performance and maintenance checks - malfunction identification and troubleshooting B.03 Perform analytical procedures recognizing 3 3 4 3 2 1 method and instrument limitations. 1, 2 - prepare and verify manual and/or computer calculations - prepare and read data from a calibration curve - recognize appropriate linearity range and take appropriate action EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 19

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY B: Apply Principles of Chemistry Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1, 2 B.04 Interpret and report results. 3 3 4 3 2 1 - identify and analyze reference values - recognize normal/abnormal results - identify values that are significantly different (e.g., risk values, panic values, analytical errors, delta check) and action required - correlate laboratory results with patient information 3 B.05 Perform quality control procedures. 3 3 4 3 2 1 - Westgard-Sheuhart rules - trends and shifts - documentation and corrective action EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 20

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY C: Apply Principles of Urinalysis Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 C.01 Prepare for testing. 3 3 4 3 2 1 - instrument set-up, calibration, and maintenance - evaluate reagent/dipstick acceptability - specimen collection, handling, and storage - quality control procedures 1 C.02 Perform macroscopic examination of urine. 3 3 4 3 2 1 - physical and chemical tests - identify normal/abnormal values - recognize interfering substances - confirm or correct using alternative methods - define method limitation(s) 1 C.03 Perform microscopic examination or urine. 3 3 4 3 2 1 - select appropriate microscopy reagents and control preparation - identify and enumerate casts and other formed elements (e.g., cells, bacteria, crystals, artifacts) EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 21

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY C: Apply Principles of Urinalysis Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** C.04 Perform confirmatory test(s)/quantitative 24-3 3 4 3 2 1 hour test(s). 1 - specimen collection, preparation of reagents and controls - determine analyze concentration by calculation - identify interfering substances - identify analytic interference - determine method limitation(s) 1 C.05 Interpret and report results. 3 3 4 3 2 1 - identify questionable/contradictory results - correlate laboratory data with normal/ abnormalysiological conditions/situations - identify values that are significantly different (e.g., risk values, panic values, and an required) 3 C.06 Perform quality control procedures. 3 3 4 3 2 1 - documentation of corrective action EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 22

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY D: Apply Principles of Hematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 D.01 Determine specimen acceptability. 3 3 4 3 2 1 - collection, handling, and storage of specimen - evaluate type and age of specimen, additive, ratio of blood additive - proper labeling - check for clots 1 D.02 Prepare specimen for analysis. 3 3 4 3 2 1 - sample and reagents preparation - use of standards and controls - instrument calibration - performance and maintenance checks - malfunction identification and troubleshooting EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 23

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY D: Apply Principles of Hematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** D.03 Perform analytical procedures recognizing 3 3 4 3 2 1 method and instrument limitations. 3 - prepare and verify manual and/or computer calculations - prepare and read data from a calibration curve - recognize appropriate linearity range and take appropriate action 1 D.04 Prepare acceptable blood films. 3 2 4 3 2 1 - peripheral (size/width thickness, feather edge straight and free of streaks, homogeneity, and labeling) - bone marrow (coverslip preparation) 1, 3 D.05 Properly stain blood films. 3 2 4 3 2 1 - Wright s stain - special stains (iron and controls, retic) 1 D.06 Perform manual leukocyte differentials. 2 3 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 24

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY D: Apply Principles of Hematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 D.07 Perform manual procedures. 2 3 4 3 2 1 - cell counts for leukocytes, platelets, and eosinophils - reticulocyte counts - micro hematocrit - hemoglobin - screening solubility tests (Sickle Cell) 1 D.08 Calculate erythrocyte sedimentation rates. 2 2 4 3 2 1 - Wintrobe, Westergren, or their modifications D.09 Process and perform physical and quantitative 2 2 4 3 2 1 analysis of body fluids. 1 - cerebral spinal fluid (CSF), synovial, pleural, semen, etc. - bone marrow aspirates and/or biopsies EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 25

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY D: Apply Principles of Hematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 3 D.10 Interpretation and reporting of results. 2 3 4 3 2 1 - identify analyze reference values - recognize normal/abnormal results - identify values that are significantly different (e.g., risk values, panic values, analytical errors, delta check) and action required - correlate laboratory results with patient information 3 D.11 Perform quality control procedures. 2 3 4 3 2 1 - Westgard-Sheuhart rules - trends and shifts - documentation of corrective action - moving average D.12 Calculate erythrocyte indices (MCV, MCH, 3 3 4 3 2 1 MCHC). 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 26

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY E: Apply Principles of Coagulation and Hemostasis Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 E.01 Determine specimen acceptability. 3 3 4 3 2 1 - collection techniques - transport conditions - time, temperature, handling, and storage - additive present - blood to anticoagulant ratio, depending upon patient hematocrit - checking for clots or hemolysis 1 E.02 Prepare specimen for analysis. 3 3 4 3 2 1 - centrifuge and maintain specimen acceptability relative to time, temperature, and ph 3 E.03 Prepare for a test run. 3 2 4 3 2 1 - sample and reagent preparation - use of standards and controls - instrument calibration - performance and maintenance checks - malfunction identification and troubleshooting EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 27

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY E: Apply Principles of Coagulation and Hemostasis Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** E.04 Perform analytical procedures recognizing 3 3 4 3 2 1 method and instrument limitations. 3 - prepare and verify manual and/or computer calculations - prepare and read data from a calibration curve - recognize appropriate linearity range and take appropriate action 3 E.05 Perform bleeding time. 2 2 4 3 2 1 - platelet count - patient information 3 E.06 Perform quality control procedures. 3 3 4 3 2 1 - Westgard - Sheuhart rules - trends and shifts - documentation of corrective action EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 28

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY E: Apply Principles of Coagulation and Hemostasis Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1, 3 E.07 Interpret and report results. 3 3 4 3 2 1 - International Normalized Ratio (INR) - identification of anlyte reference values - prepare and read data from graphs - recognition of normal/abnormal results - identify values that are significantly different (e.g., risk values, panic values, analytical errors, delta check) and action required - correlate laboratory results with patient information EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 29

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY F: Apply Principles of Donor Selection and Blood Procurement Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1, 3 F.01 Select suitable donors. 2 2 4 3 2 1 1, 3 F.02 Prepare donors and donor blood. 2 3 4 3 2 1 1 F.03 Collect single unit of blood from donor. 1 2 4 3 2 1 1, 3 F.04 Process donor blood. 2 3 4 3 2 1 1, F.05 Harvest components from single donor units. 2 3 4 3 2 1 3 1, 3 F.06 Package and ship products. 1 2 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 30

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY G: Apply Basic Techniques in Immunohematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** G.01 Prepare saline suspensions of red blood cells 3 2 4 3 2 1 to specified concentration (e.g., 2%, 4%). 1 1 G.02 Read and grade tube agglutination tests. 3 3 4 3 2 1 1 G.03 Use a cell washer for antiglobulin testing. 3 2 4 3 2 1 1 G.04 Wash cells manually for antiglobulin testing. 2 2 4 3 2 1 G.05 Perform antiglobulin test procedure including 3 3 4 3 2 1 use and interpretation of Coombs control (check) cells. 1 1 G.06 Balance and use a serological centrifuge. 2 2 4 3 2 1 G.07 Determine suitability of specimens for any 3 2 4 3 2 1 given test including analysis of relevant factors. 1 1 G.08 Perform elution techniques. 2 3 4 3 2 1 1 G.09 Perform absorption/adsorption. 2 2 4 3 2 1 G.10 Perform antibody titration and interpret 2 2 4 3 2 1 results. 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 31

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY G: Apply Basic Techniques in Immunohematology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** G.11 Perform microtiter testing: read 2 2 4 3 2 1 agglutination. 1 1 G.12 Perform antigen typings. 2 3 4 3 2 1 G.13 Perform antibody screening and 3 3 4 3 2 1 identification. 1 1 G.14 Perform routine pretransfusion testing. 3 3 4 3 2 1 G.15 Perform and interpret direct antiglobulin 3 3 4 3 2 1 testing including use of polyspecific and monospecific reagents. 1 G.16 Perform routine testing for administration of 2 3 4 3 2 1 Rh immune globulin. 1 1 G.17 Investigate suspected transfusion reactions. 1 3 4 3 2 1 1 G.18 Investigate hemolytic disease of the newborn. 1 3 4 3 2 1 3 G.19 Perform computer crossmatch. 2 2 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 32

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY H: Issue Blood and Blood Products Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** H.01 Maintain adequate supply of blood and blood 3 2 4 3 2 1 products. 1 1 H.02 Issue blood and blood products. 3 3 4 3 2 1 H.03 Receive unused or returned blood 2 2 4 3 2 1 components. 1 3 H.04 Handle Autologous units (special). 1 2 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 34

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY I: Apply Principles of Microbiology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 3 I.01 Determine specimen acceptability. 3 2 4 3 2 1 - patient instruction and preparation - type of specimen (source) - sterile collection - handling and storage of specimen - presence in interfering substances (antibiotics and barium) - sputum screening criteria 3 I.02 Perform specimen set-up. 3 3 4 3 2 1 - media selection - concentrating specimen - prepare specimens for microscopic examination - plating EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 35

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY I: Apply Principles of Microbiology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 3 I.03 Perform microscopic examination. 3 3 4 3 2 1 - gram stain - potassium hydroxide (KOH) prep - wet prep - ova and parasites (direct and concentrate) - india ink - special stains 3 I.04 Incubate specimen. 3 2 4 3 2 1 - aerobic - anaerobic - capnophilic - CO environment 2 3 I.05 Read cultures. 3 3 4 3 2 1 - isolate and subculture - biochemical test - identify significant organisms - bacteria, fungi, parasites EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 36

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY I: Apply Principles of Microbiology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 3 I.06 Perform sensitivity testing. 3 3 4 3 2 1 - Minimum Inhibitory Concentration (MIC) - Kirby-Bauer 3 I.07 Perform quality control procedures. 3 3 4 3 2 1 - calibration of ocular micrometer - temperature and environment checks - media checks - Minimum Inhibitory Concentration (MIC) - positive and negative stains 1 I.08 Applies principles of virology. 2 2 4 3 2 1 - selection, collection, and transport of specimens 1, 2 I.09 Perform infection control techniques. 2 2 4 3 2 1 - surveillance-confirmation of nosocomial cases and epidemics - surveillance-handling and disposal of biohazardous wastes 3 I.10 Report results. 3 3 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 37

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY J: Apply Principles of Immunology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 3 J.01 Determine specimen acceptability. 3 3 4 3 2 1 - patient preparation - type of specimen - collection - handling and storage of specimen - presence of interfering substances 3 J.02 Prepare for a test run. 3 3 4 3 2 1 - sample and reagent preparation - use of standards and controls - calibrate instruments or apparatus - perform maintenance checks - malfunction identification and troubleshooting 1 J.03 Apply principles of serology. 3 3 4 3 2 1 - antigen-antibody reactions - prozone effect - complement fixation 1 J.04 Perform redial immunodiffusion. 2 3 4 3 2 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 38

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY J: Apply Principles of Immunology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 J.05 Perform electrophoretic procedures. 2 3 4 3 2 1 1 J.06 Prefer flocculation tests (e.g., VDRL, RPR). 3 3 4 3 2 1 J.07 Perform agglutination assays (e.g., latex, red 3 2 4 3 2 1 cell, bacterial, etc.). 1 J.08 Perform immunofluorescence assays (e.g., 2 3 4 3 2 1 ANA, FTA-ABS). 1 J.09 Perform nephelometric assays and 2 3 4 3 2 1 nephelometric inhibition assays. 1 1 J.10 Perform ligand assays. 2 3 4 3 2 1 - Radioimmunoassay (RIA) or Enzymeimmunossay (EIA) J.11 Perform neutralization assays (e.g., ASO, 2 3 4 3 2 1 Anti-DNAse B). 1 J.12 Perform differential absorption test for 2 3 4 3 2 1 infectious mononucleosis (i.e., heterophil antibody). 1 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 39

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY J: Apply Principles of Immunology Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** J.13 Perform titrations (e.g., ASO, cold agglutinin, 2 3 4 3 2 1 etc.). 1 3 J.14 Interpret and report results. 3 3 4 3 2 1 - identify questionable/contradictory results - correlate laboratory data with normal/ abnormal physiological conditions/situations J.15 Perform and evaluate quality control 3 3 4 3 2 1 procedures related to each task and document corrective action. 3 - positives, negatives, blanks, background counts, total scintillation, etc. - document environmental conditions EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 40

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY K: Maintain Laboratory Practice Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1, 2 K.01 Follow safety procedures. 3 3 4 3 2 1 - establish, write, and conform to guidelines for safety - report unsafe conditions K.02 Comply with laws, regulations, and guidelines; 3 2 4 3 2 1 federal, state, and local (HHS, CDC, OSHA, EEOC, CLIA, OPA, etc.). 1 K.03 Comply with voluntary accrediting and 3 3 4 3 2 1 inspection agency requirements (CAP, JCAHO, AABB, etc.). 1 K.04 Supervise laboratory personnel and 2 2 4 3 2 1 operations. 1 K.05 Communicate/coordinate laboratory services/ 2 2 4 3 2 1 needs to physician, institution, suppliers, and client. 1, 2 - confirm results with health care team K.06 Perform quality assessment and quality 2 2 4 3 2 1 improvement activities. 1, 2 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 41

OCCUPATIONAL Skill Standards LIST AND EVALUATION GUIDE OCCUPATION: MEDICAL LABORATORY TECHNICIAN DUTY K: Maintain Laboratory Practice Evaluation Rating Scale (optional) DIRECTIONS: Check the appropriate number on the evaluation guide that indicates the trainee's degree of competency. Health Skilled Moderately Limited No Frequency Criticality Code Task Core Skilled Skill Exposure Rating Rating Competencies (4) (3) (2) (1) Evaluator's Initials S* I** 1 K.07 Utilize information management system. 3 2 4 3 2 1 - record and retrieve laboratory data from work produced on site and from reference laboratories 1, 2 K.08 Prepare and label reagents. 2 2 4 3 2 1 1 K.09 Store stock and working reagents properly. 2 2 4 3 2 1 K.10 Operate and perform preventive maintenance 3 3 4 3 2 1 1, 2 on instruments and equipment. - recognize equipment malfunctions and notify appropriate supervisory personnel 1, 2 K.11 Calibrate and monitor instruments. 4 3 2 1 2 K.12 Train new technicians. 2 2 4 3 2 1 - demonstrate technical laboratory skills to students and new employees K.13 Prepare drafts of procedures for laboratory 1 2 4 3 2 1 tests according to a standardized format. 2 EVALUATOR COMMENTS: * School-Validated Task ** Industry-Validated Task 42