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Use of potassium concentrations as a quality-of-service metric for phlebotomists detects systematic preanalytical biases and facilitates their correction.

To the Editor:

The detection and monitoring of preanalytical bias in the clinical laboratory can be challenging, as bias can be introduced at any point from specimen collection to sample processing, and those biases stemming from sample collection or handling before delivery to the laboratory can be difficult to measure and eliminate. In particular, variations in potassium concentrations due to preanalytical sources of error are a pervasive and clinically significant problem (1-3).

Initial concern regarding spuriously increased potassium concentrations (?5.2 mmol/L) occurring in the laboratory of the Dana Farber Cancer Institute was raised by clinicians reporting patients displaying increased potassium without any apparent clinical justification. Review of the medical records of the patients involved demonstrated that the majority had potassium values within the reference interval on the draw before the in creased value, with a mean increase in potassium of 1.2 (0.7) mmol/L vs the prior value. Retesting on an alternative platform confirmed hyperkalemia. To assess for a preanalytical cause of these values, samples were redrawn on the same day from a series of patients with potassium values >5.2 mmol/L. This assessment demonstrated that in 27 of 28 patients tested, potassium was in the reference interval upon retesting with an independent sample. The mean degree of decrease in potassium upon redraw was 0.9 (0.7) mmol/L. The maximum decrease observed was 2.2 mmol/L.

Altogether, these findings strongly suggested that a preanalytical source of error was responsible for the increases in potassium. After excluding hemolysis, potassium release from leukocytes, or cell lysis during centrifugation as contributing factors, we considered whether the phenomenon of spuriously increased potassium values might relate to the draw technique used by specific phlebotomists. Analysis of mean potassium values by specific phlebotomists demonstrated a significant effect (P < 0.0001 by 1-way ANOVA) of the phlebotomist performing the draw (data not shown). As an example, a histogram of the potassium values from each draw from 2 phlebotomists displaying higher average potassium values was plotted relative to the potassium values across the institution (Figure 1).

Demonstration that specific phlebotomists were strongly associated with increased rates of hyperkalemia prompted a systematic evaluation of phlebotomy practices at the institution. In particular, it was noted that several phlebotomists were either using squeeze balls or encouraging fist clenching during draws, despite these maneuvers being prohibited by institutional policy. Additionally, occasionally excessive vein tapping before draw and variations from the policy of using 20-gauge needles to minimize hemolysis were observed. In response to this, a period of direct observation and phlebotomist retraining was instituted in November through December 2013, emphasizing correction of the deviations from institutional protocol noted above.

[FIGURE 1 OMITTED]

The observation that selected phlebotomists consistently displayed increased potassium values in their draws suggested that the degree of deviation in average potassium values could function as a quality-of-service metric reported back to each phlebotomist. After the period of retraining, phlebotomy staff had monthly meetings with supervisors where data regarding the mean potassium values and number of potassium values >5.2 mmol/L from their draws during the prior month were reviewed.

Continued monitoring demonstrated that this program was successful in substantially lowering the incidence of pseudohyperkalemia across the institution. Without any alterations to the potassium assay itself, the percentage of potassium values >5.2 mmol/L reported each month fell by approximately 39% relative to the start of the study. For a subset of5 phlebotomists displaying initially increased mean potassium values, the collective mean percentage of potassium values >5.2 mmol/L fell by 70% over the same period. Similarly, the increased mean potassium values noted in Figure 1 largely normalized over the study period. Thus, the deviations in phlebotomy technique observed were correctable and were successfully addressed by a combination of observation, retraining, and the use of potassium as a quality-of-service metric for phlebotomists.

Plasma potassium concentrations are particularly sensitive to variances in phlebotomy technique and thereby provide an opportunity to detect those deviations in technique without direct observation. Increases in potassium concentrations would be expected to capture a wide range of errors such as incorrect needle choice resulting in hemolysis, excessive periods of tourniquet application or manipulation of the draw site, exercise of the affected arm, or fist-pumping (1,4, 5). Thus, monitoring of potassium concentrations can detect all of the common errors in phlebotomy technique, suggesting that this approach could provide an effective means for periodic surveillance and continuous quality improvement of phlebotomy services.

Author Contributions: All authors confirmed they have contributed to the intellectual content of this paper and have met the following3 requirements: (a) significant-contributions to the conception and design, acquisition of data, or analysis and interpretation of data; (b) drafting or revising the article for intellectual content; and (c) final approval of the published article.

Authors' Disclosures or Potential Conflicts of Interest: No authors declared any potential conflicts of interest.

Acknowledgments: The authors thank Thomas Piaseczny, MT, MBA; Susanne B. Conley MSN, RN, AOCNS; David Frank, MD, PhD; Anne H. Gross, PhD, RN, FAAN; Sharon Lane, RN, MSN; and Robert J. Soiffer, MD, for contributions to identification and technical troubleshooting of the increased potassium values, involvement in observation and training of phlebotomy staff, and critical review of the manuscript.

References

(1.) Ladenson JH. Nonanalytical sources of variation in clinical chemistry results. In: Alex C. Sonnenwirth U, ed. Gradwohl's clinical laboratory methods and diagnosis, Vol. 8, Maryland Heights, MO: Mosby; 1980.

(2.) Lippi G, Becan-McBride K, Behulova D, Bowen RA, Church S, Delanghe J, et al. Preanalytical quality improvement: in quality we trust. Clin Chem Lab Med 2013;51:229-41.

(3.) Sylte MS, Wentzel-Larsen T, Bolann BJ. Estimation of the minimal preanalytical uncertainty for 15 clinical chemistry serum analytes. Clin Chem 2010;56:1329-35.

(4.) Don BR, Sebastian A, Cheitlin M, Christiansen M, Schambelan M. Pseudohyperkalemia caused by fist clenching during phlebotomy. N Engl J Med 1990;322:1290-2.

(5.) Bailey IR, Thurlow VR. Is suboptimal phlebotomy technique impacting on potassium results for primarycare? Ann Clin Biochem2008;45:266-9.

Matthew B. Greenblatt [1] Matthew Torre [1,2] Janet Means [3] Milenko Tanasijevic [1,2] Lillian Vitale Pedulla [3] Craig A. Bunnell [3] Michael J. Conrad [1] Petr Jarolim [1,2,3] *

[1] Department of Pathology, Brigham and Women's Hospital, Boston, MA; [2] Harvard Medical School, Cambridge, MA; [3] Dana Farber Cancer Institute, Boston, MA

* Address correspondence to this author at: Department of Pathology Brigham and Women's Hospital, 75 Francis St, Boston, MA 02115. E-mail: pjarolim@partners.org

Previously published online at DOI: 10.1373/clinchem.2014.227686
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Title Annotation:Letters to the Editor
Author:Greenblatt, Matthew B.; Torre, Matthew; Means, Janet; Tanasijevic, Milenko; Pedulla, Lillian Vitale;
Publication:Clinical Chemistry
Article Type:Letter to the editor
Date:Nov 1, 2014
Words:1090
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