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AACC’S ExPERT ACCESS<br />

The Delta Check in Action<br />

Causes and Consequences of Discrepant Laboratory Results<br />

Each month, AACC’s Expert Access Live Online Program features a<br />

different topic of importance to clinical laboratory practice.<br />

Visit AACC’s website, www.aacc.org/events/expert_access, <strong>for</strong> more<br />

in<strong>for</strong>mation and an archive of past presentations.<br />

<strong>the</strong> following is an excerpt from <strong>the</strong> March 2011<br />

presentation by Joely straseski, phd, Mt(asCp),<br />

dabCC, medical director of endocrinology at arup<br />

laboratories in salt lake City, utah, and assistant<br />

professor of pathology at <strong>the</strong> university of utah<br />

school of Medicine.<br />

Should results identified by delta<br />

checking be flagged in <strong>the</strong> laboratory<br />

in<strong>for</strong>mation system? What comments<br />

do you recommend?<br />

When first identified, delta check flags<br />

should indicate to <strong>the</strong> technologist that this<br />

result exceeds <strong>the</strong> established delta limits<br />

<strong>for</strong> this analyte and should be investigated,<br />

<strong>for</strong> example, by repeating <strong>the</strong> test or calling<br />

<strong>the</strong> clinician. This keeps <strong>the</strong> result from<br />

being autoverified. Beyond that, if an investigation<br />

reveals a sample integrity error,<br />

results should be cancelled with a comment<br />

describing <strong>the</strong> error, such as IV dilution<br />

or EDTA contamination. It may be<br />

helpful to document <strong>the</strong>se types of <strong>issue</strong>s,<br />

since trends in sampling errors may be revealed<br />

this way. If an investigation reveals<br />

a misidentified specimen, results should be<br />

cancelled with a comment describing that<br />

<strong>issue</strong> as well. If a provider is contacted during<br />

an investigation to confirm whe<strong>the</strong>r<br />

<strong>the</strong> discrepant results are expected, and <strong>the</strong><br />

results fit with <strong>the</strong> clinical picture of <strong>the</strong><br />

patient, you might add a comment stating<br />

that <strong>the</strong> clinician was contacted and results<br />

were discussed. Then, upon review of <strong>the</strong><br />

patient chart, explanations <strong>for</strong> any large<br />

fluctuations would be documented. A simple<br />

comment such as “results repeated and<br />

verified” is commonly added to repeated<br />

18 CliniCal laboratory news July 2011<br />

specimens and may be used <strong>for</strong> delta check<br />

failures as well. If a result is “questionable,”<br />

an investigation should be conducted to<br />

clarify any <strong>issue</strong>s be<strong>for</strong>e reporting.<br />

Do delta checks alert only medically<br />

significant discrepancies?<br />

While labs traditionally use delta checks to<br />

highlight medically important analyte concentrations,<br />

<strong>the</strong>y can be tailored to whatever<br />

your needs may be. You can set up alert<br />

limits specifically <strong>for</strong> your patient population<br />

to highlight only likely misidentified<br />

specimens, typically a large delta value, or<br />

to highlight medically relevant changes in<br />

analyte concentrations.<br />

What is your perspective on delta checks<br />

as it relates to autoverification?<br />

Delta checks can certainly become part of<br />

autoverification procedures. They are simply<br />

ano<strong>the</strong>r step in <strong>the</strong> autoverification process,<br />

one that provides yet ano<strong>the</strong>r layer of<br />

confidence in your results be<strong>for</strong>e you send<br />

<strong>the</strong>m to <strong>the</strong> provider. The delta limits, once<br />

determined, become additional rules that a<br />

sample must follow in order to be autoverified.<br />

For example, a rule involving sodium<br />

levels would state: Is <strong>the</strong> sodium <strong>for</strong> this<br />

patient less than 13 mEq/L different from<br />

<strong>the</strong>ir sodium results over <strong>the</strong> past 3 days?<br />

STAT Facts<br />

atlanta, Georgia<br />

Site of <strong>the</strong> 2011 AACC Annual Meeting<br />

and <strong>Clinical</strong> Lab Expo<br />

® population: 486,411<br />

® City-owned parks: 277<br />

® Churches: 1,500<br />

® <strong>for</strong>tune 500 Companies: 13<br />

® Zagat-rated restaurants: 700<br />

® professional sports teams: 6<br />

Sources: U.S. Census Bureau and Atlanta.net<br />

If so, and if all o<strong>the</strong>r autoverification rules<br />

have passed, autoverify <strong>the</strong> results. If not,<br />

flag <strong>for</strong> fur<strong>the</strong>r review or repeated analysis.<br />

Do you recommend delta checks <strong>for</strong><br />

enzymes or o<strong>the</strong>r disease markers like<br />

carcinoembryonic antigen (CEA)?<br />

Yes, several institutions follow tumor<br />

markers such as CEA. Delta checks <strong>for</strong><br />

<strong>the</strong>se markers can be helpful, but you may<br />

see fluctuations as patients go through<br />

treatment, remission, etc. Although <strong>the</strong>se<br />

deltas will trigger a discrepant results investigation,<br />

tumor markers are a valuable<br />

analyte <strong>for</strong> delta checks. Alerting a clinician<br />

to a large change in a tumor marker value<br />

may be extremely important in <strong>the</strong> care<br />

and management of that particular patient.<br />

With <strong>the</strong> reliability of automated instruments,<br />

is it truly necessary to repeat a<br />

delta check?<br />

This will vary depending on <strong>the</strong> analyte<br />

and <strong>the</strong> methodologies and/or analyzers in<br />

question. Review of quality control values<br />

and a historical review of repeated values<br />

within your institution may give you a better<br />

indication of <strong>the</strong> analytical per<strong>for</strong>mance<br />

of each specific analyte. This will help you<br />

determine whe<strong>the</strong>r repeating delta check<br />

failures is necessary.<br />

I need help with percent difference<br />

<strong>for</strong> delta checks between hematology<br />

parameters.<br />

Hematology was one of <strong>the</strong> first areas to<br />

use delta checks, so <strong>the</strong>re are several parameters<br />

that may be helpful <strong>for</strong> you. Most notably,<br />

<strong>the</strong> mean corpuscular value (MCV)<br />

is a commonly used delta check, as this is<br />

a value that should not change appreciably<br />

within an individual. An examples of delta<br />

check limits <strong>for</strong> MCV include: 4 fL over 2<br />

days; 5 fL over any period of time; and 10 fL<br />

over one day. Mean corpuscular hemoglobin<br />

concentration (MCHC) is ano<strong>the</strong>r<br />

parameter with little biological variation<br />

in <strong>the</strong> short term. Calculating <strong>the</strong> Index<br />

of Individuality (II) <strong>for</strong> hematology tests<br />

will help you identify good delta check<br />

candidates. Beyond MCV and MCHC,<br />

o<strong>the</strong>r hematology tests with low II include<br />

hemoglobin, hematocrit, and platelet volume.<br />

However, care should be used when<br />

setting up delta checks on <strong>the</strong>se measures,<br />

since <strong>the</strong>y can vary depending on <strong>the</strong> patient<br />

population, <strong>for</strong> instance, in acute care<br />

patients with hemorrhage.<br />

How do you handle results that look<br />

as though <strong>the</strong> sample might have been<br />

contaminated with IV fluid?<br />

The biological ramifications of reporting<br />

results that have been diluted cannot be<br />

stressed strongly enough. Each institution<br />

may have <strong>the</strong>ir own procedure <strong>for</strong> dealing<br />

with <strong>the</strong>se types of specimens, and each<br />

case is different. Although only one analyte<br />

may be in question, such as absurdly elevated<br />

glucose level possibly coming from <strong>the</strong><br />

IV, <strong>the</strong> chance that o<strong>the</strong>r analytes have been<br />

similarly diluted is high. The safest course<br />

of action is to redraw <strong>the</strong> patient; however,<br />

that isn’t always possible. In <strong>the</strong> case where<br />

only one analyte appears to be diluted, but<br />

o<strong>the</strong>rs were also ordered from <strong>the</strong> same<br />

specimen, do a careful investigation of <strong>the</strong><br />

o<strong>the</strong>r analytes if <strong>the</strong>re are recent results <strong>for</strong><br />

comparison. If any analytes are reported, a<br />

comment regarding <strong>the</strong> possible dilution<br />

with IV fluid should accompany <strong>the</strong> results.<br />

Clinicians also should be alerted to interpret<br />

results with caution. Generally speaking,<br />

institutions’ policies vary as to <strong>the</strong> best<br />

way to handle <strong>the</strong>se types of situations.<br />

How many days back should we include<br />

in our delta checks?<br />

Every analyte will be different. As you can<br />

imagine, a difference in sodium may be<br />

checked over a period of a few days, while<br />

an ABO blood type could be stable over a<br />

lifetime. An exaggerated example, but you<br />

see <strong>the</strong> difference. Shorter timeframes are<br />

usually more specific; as time goes on, differences<br />

in an analyte may be attributed to<br />

normal changes and not an acute process<br />

or sampling <strong>issue</strong>.<br />

Sampson and colleagues used time intervals<br />

to optimize error detection with<br />

delta checks (Sampson et al. Journal of<br />

<strong>Clinical</strong> Ligand Assay 30:44–54, 2007).<br />

They looked at 20 different analytes and<br />

found that <strong>the</strong> optimal delta time interval<br />

was generally between 2 and 5 days. Again,<br />

this is extremely analyte-specific, and this<br />

time interval is simply a general guide. Using<br />

rate changes is ano<strong>the</strong>r way to evaluate<br />

delta values over time. However, <strong>the</strong> most<br />

common way to determine <strong>the</strong> number of<br />

days to use <strong>for</strong> delta check limits is experience<br />

over time. Adjusting time limits will<br />

allow you to balance lab staff investigations<br />

and error detection. CLN<br />

Disclaimer—The opinions and in<strong>for</strong>mation<br />

are <strong>the</strong> sole responsibility of <strong>the</strong> presenter.<br />

AACC reviews <strong>the</strong> presentation <strong>for</strong> overall<br />

appropriateness, but this should not be construed<br />

as an endorsement by <strong>the</strong> association<br />

or its employees of <strong>the</strong> opinions and in<strong>for</strong>mation<br />

offered here.<br />

visit aacc.org<br />

<strong>for</strong> professional<br />

development,<br />

meeting<br />

registrations,<br />

books,<br />

and more.

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