ADLM Meeting of the Minds

Advanced practice professionals (NPs, PAs, RNs, etc.); Lab directors (and/or assistant directors); Lab managers (supervisory and/or non-supervisory); Point-of-Care coordinators; Other POC Professionals

Intermediate

After participating in this course, participants will be able to: 

• Identify, interpret, and respond to common deficiencies cited by major regulatory bodies.
  
• Apply strategies for inspection readiness through peer collaboration.
  
• Discuss real life challenges for POC professionals related to building skills in solving technical problems as well as in soft skills such as organizational strategies.

• Moderator: Peggy Mann, MS, CPP, MT(ASCP), University of Texas Medical Branch
  
• Jeanne Mumford, BS, MLS(ASCP), Johns Hopkins Hospital
  
• Kathleen David, BA, MT(ASCP), TriCore Reference Laboratories
  
• Milly Keeler, BS, MT(ASCP), Keeler Laboratory Consulting, LLC

(15 minutes) Welcome and introduction (Peggy Mann)

Ms. Mann will welcome participants, introduce faculty, and provide an overview of the agenda. This opening segment will include a brief review of using the ADLM Mobile app, with a few demonstration polls to familiarize participants with its functionality. Additional polling will be used to introduce faculty to the audience and to better understand participant roles and backgrounds.

• Agenda overview & faculty introductions.
  
• Review of the ADLM mobile app and icebreaker polls

(80 minutes) UNIT #1 Facilitated panel discussion: Deficiencies related to personnel and competency assessment (Peggy Mann)

Ms. Mann will serve as facilitator and primary presenter for this faculty panel discussion focused on deficiencies related to personnel and competency assessment. Discussion topics will include personnel qualifications and responsibilities across laboratory roles, strategies for assessing competency for waived and non‑waived testing complexity (including the six required components of competency assessment), documentation requirements for competency assessment, and written policies addressing failed competency and corrective action plans. Deficiencies related to PPMP personnel qualifications and responsibilities will also be addressed. 

• Facilitated faculty panel discussion and polling
  
• Interactive Breakout using Unit 1 content

(85 minutes) UNIT #2 Facilitated panel discussion: Deficiencies related to analytic systems and quality management (Jeanne Mumford)

Ms. Mumford will facilitate this panel discussion and serve as the primary presenter. Discussion will focus on deficiencies related to quality management systems, including compliance with regulatory and accreditation requirements for quality assurance activities, documentation of compliance, error management, corrective action processes, and the importance of consistent follow up to ensure corrective actions remain effective. 

• Facilitated faculty panel discussion and polling
  
• Interactive Breakout using Unit 2 content

(60 Minutes) Lunch break 

(15 minutes) “Cultivating Contacts”

(75 minutes) UNIT #3 Facilitated panel discussion: Deficiencies related to proficiency testing (Kathleen David)

Ms. David will facilitate this panel discussion and serve as the primary presenter. Discussion will focus on deficiencies related to proficiency testing, including consistent application of institutional policies, maintaining alignment with regulatory and accreditation requirements, challenges specific to POCT, documentation of investigations and corrective actions for proficiency testing failures, and management of alternative proficiency testing methods.

• Facilitated faculty panel discussion and polling
  
• Interactive Breakout using Unit 3 content

(75 minutes) Unit #4 Facilitated panel discussion: Practical solutions for POCT (Milly Keeler)

Ms. Keeler will facilitate this panel discussion and serve as the primary presenter. This unit will address a variety of operational challenges not covered in earlier units, including communication strategies such as navigating critical conversations and facilitating interdisciplinary point-of-care committees. Additional topics may include determining staffing needs, correction of test results (instrument versus manual entry), selection of quality indicators aligned with CAP standards, addressing demonstrated performance gaps such as operator testing errors, IT challenges including downtime, security, and cybersecurity, use of project management tools, selection of new instrumentation, and strategies for supporting direct care staff performing POCT.

• Facilitated faculty panel discussion and polling
  
• Interactive Breakout using Unit 3 content

(15 minutes) Closing and Q&A (Peggy Mann)