Safety
Yes. Here are clean study notes from the chapter, written in a way that’s easier to memorize for class.
Chapter 1: Safety and Quality Management Notes
1. Laboratory Safety Hazards
There are 6 main types of hazards:
Hazard | Examples | Possible Injury |
Biological | Bacteria, viruses, fungi, parasites | Infection |
Sharps | Needles, lancets, broken glass | Cuts, punctures, blood exposure |
Chemical | Reagents, preservatives | Burns, poisoning, cancer-causing exposure |
Radioactive | Radioisotopes, radiation equipment | Radiation exposure |
Electrical | Wet equipment, frayed cords | Shock or burns |
Fire/Physical | Flames, chemicals, wet floors, heavy objects | Burns, falls, strains |
CLSI provides guidelines for writing laboratory safety procedures and policies.
2. Chain of Infection
For an infection to spread, all 6 parts of the chain must be present.
1. Infectious Agent
The microorganism causing infection.
Examples:
Bacteria
Viruses
Fungi
Parasites
Break the chain by detecting and treating the organism.
2. Reservoir
Where the organism lives or multiplies.
Examples:
Patient
Blood
Urine
Specimen
Contaminated equipment
A contaminated object is called a fomite.
Break the chain by cleaning and disinfecting.
3. Portal of Exit
How the organism leaves the reservoir.
Examples:
Blood
Saliva
Mucous membranes
Other body fluids
Break the chain by sealing specimens and using biohazard containers.
4. Means of Transmission
Five methods:
Direct contact
Airborne
Droplet
Vehicle
Vector
Direct contact means touching an infected person, specimen, or contaminated object.
Airborne means inhaling very small particles.
Droplet means inhaling droplets from coughing, specimens, spills, or aerosols.
Vehicle means contaminated food, water, or another substance.
Vector means transmission through an insect or animal.
5. Portal of Entry
How the organism enters another person.
Examples:
Eyes
Nose
Mouth
Broken skin
Open wounds
6. Susceptible Host
A person who can become infected.
Higher-risk people include:
Infants
Elderly people
Immunocompromised people
Fatigued or stressed healthcare workers
Important: In the laboratory, patient specimens are the main source of possible infection.
3. Standard Precautions
Standard Precautions assume that blood, body fluids, secretions, and excretions may contain infectious organisms.
They replaced Universal Precautions and Body Substance Isolation.
Important Standard Precautions:
Hand hygiene
Clean hands:
Before patient contact
After patient contact
After touching specimens/body fluids
After removing gloves
Before leaving the work area
Before eating or entering break areas
Before and after using the bathroom
Gloves
Wear gloves when handling:
Blood
Urine
Body fluids
Contaminated equipment
Mucous membranes
Broken skin
Change gloves between patients.
Remove gloves before touching clean surfaces.
Always clean hands after removing gloves.
Face/Eye Protection
Wear goggles, masks, or face shields when splashing or spraying may occur.
N95 respirators are used for suspected Mycobacterium exposure.
Gowns/Lab Coats
Wear a fluid-resistant coat or gown when working with patient specimens.
Remove it before leaving the work area.
4. OSHA Bloodborne Pathogen Requirements
OSHA requires employers to protect workers from bloodborne pathogens.
Employers must provide:
Engineering controls
Sharps containers
Safety needles
Biohazard labels
Work-practice controls
Employees must:
Follow Standard Precautions
Receive annual safety training
Not eat or drink in laboratory areas
Not smoke in laboratory areas
Not apply cosmetics in laboratory areas
Disinfect work surfaces
PPE
Employer must provide:
Gloves
Gowns/lab coats
Face shields
Other necessary PPE
Medical protection
Employer must provide:
Free hepatitis B vaccination
Medical evaluation after exposure
Documentation
The laboratory must maintain:
Annual safety training records
Sharps injury logs
Safety device evaluations
Exposure documentation
5. Accidental Blood/Body Fluid Exposure
If accidentally exposed through:
Needlestick
Eyes
Mouth
Broken skin
Immediately report it to the supervisor.
Evaluation should begin quickly so postexposure prophylaxis, or PEP, can be started when necessary.
Testing may include:
HIV
HBV
HCV
Both the employee and source patient may be tested according to policy.
6. PPE
PPE = Personal Protective Equipment.
Includes:
Gloves
Fluid-resistant lab coat
Gown
Goggles
Face shield
Masks
Plexiglas shields
Shoes must:
Be closed-toed
Cover the entire foot
Important: Gloves do NOT replace hand washing.
7. Latex Allergy
Possible reactions include:
Irritant dermatitis:
Dry
Itchy
Irritated skin
Delayed hypersensitivity:
Poison-ivy-like rash
Appears about 24–48 hours later
Immediate allergy:
Facial flushing
Difficulty breathing
Can become life-threatening
Alternatives include:
Nitrile gloves
Vinyl gloves
8. Hand Washing
Wash with soap and water when visibly dirty or after exposure to spore-forming organisms such as C. difficile.
Alcohol hand sanitizer does not reliably kill spores.
Proper hand washing
Wet hands with warm water.
Apply soap.
Rub hands together for at least 20 seconds.
Clean between fingers, under nails, thumbs, and wrists.
Rinse downward.
Dry with paper towel.
Use a clean paper towel to turn off the faucet.
9. Biological Waste
Most biological waste goes into leakproof biohazard containers.
Examples:
Blood tubes
Used contaminated materials
Disposable contaminated lab coats
Materials used to clean biological spills
Urine may usually be poured into the laboratory sink according to facility policy.
Empty urine containers may be discarded as regular waste if they are not considered biologically hazardous under facility policy.
10. Sharps
Sharps include:
Needles
Lancets
Broken glass
Dispose of them in:
Puncture-resistant
Leakproof
Biohazard-labeled containers
Sharps containers should not become more than about 3/4 full.
Never:
Recap used needles using two hands
Bend needles
Break needles
Remove exposed needles by hand
11. Decontamination
Laboratory counters should be disinfected:
After each shift
After spills
The chapter describes sodium hypochlorite, or bleach, as a commonly used disinfectant.
For a spill:
Absorb the material
Disinfect the area
Dispose of cleanup materials in biohazard waste
Know the required contact time of the disinfectant.
12. Chemical Safety
Treat every laboratory chemical as potentially hazardous.
If chemicals contact the skin or eyes:
Flush with lots of water for at least 15 minutes.
Do NOT try to neutralize a chemical directly on the skin.
Know where the:
Eyewash station
Emergency shower
Chemical spill kit
are located.
13. Acid and Water Rule
Very important:
Always add ACID to WATER.
Never add water to concentrated acid because rapid heat production can cause splashing.
Memory trick:
A to W = Acid to Water
14. Chemical Hygiene Plan
CHP = Chemical Hygiene Plan.
OSHA requires laboratories using hazardous chemicals to have one.
It explains:
Safe work practices
Standard procedures
PPE
Engineering controls
Fume hoods
Flammable-storage cabinets
Employee training
Medical consultation procedures
A chemical hygiene officer manages the program.
15. Safety Data Sheet
SDS = Safety Data Sheet.
It tells employees important information about chemicals.
Includes:
Chemical properties
Fire/explosion risks
Reactivity
Health hazards
First aid
Safe handling
Disposal
Routes of exposure
Exposure limits
Carcinogenic potential
Memory tip:
If you need detailed safety information about a chemical → check the SDS.
16. GHS
GHS = Globally Harmonized System.
It standardizes chemical hazard communication.
Chemical labels contain:
Hazard pictogram
Signal word
Hazard statement
The GHS SDS contains 16 standardized sections.
17. NFPA Diamond
NFPA hazard labels help firefighters identify chemical hazards.
Colors:
🔵 Blue = Health
🔴 Red = Flammability
🟡 Yellow = Reactivity/instability
⚪ White = Special hazards
Numbers range from:
0 = little/minimal hazard
to
4 = severe hazard
18. Radioactive Hazards
Radiation exposure depends on:
Time
Less time exposed = safer.
Distance
More distance = safer.
Shielding
More shielding = safer.
Radiation exposure is cumulative.
Workers may wear radiation monitoring devices.
Pregnant workers should avoid radioactive areas according to laboratory safety procedures.
19. Electrical Safety
Never operate electrical equipment with wet hands.
Watch for:
Frayed cords
Wet equipment
Overloaded circuits
Electrical equipment should be grounded with 3-prong plugs.
Unplug equipment before cleaning.
If someone is being shocked:
Do NOT grab the person.
Instead:
Shut off the circuit breaker
Unplug the equipment
Use a nonconductive object when necessary
20. Fire Safety — RACE
RACE tells you what to do when discovering a fire.
R — Rescue
Rescue anyone in immediate danger.
A — Alarm
Activate the alarm.
C — Contain
Close doors.
E — Extinguish/Evacuate
Extinguish the fire if safe, otherwise evacuate.
21. Fire Extinguisher — PASS
PASS explains how to use the extinguisher.
P — Pull
Pull the pin.
A — Aim
Aim at the base of the fire.
S — Squeeze
Squeeze the handle.
S — Sweep
Sweep side to side.
22. Fire Classes
Class | Material |
A | Wood, paper, clothing |
B | Flammable chemicals |
C | Electrical |
D | Combustible metals |
K | Grease, oils, fats |
ABC extinguishers commonly contain dry chemicals.
Water can be used for Class A fires.
23. Quality Management
QM = Quality Management.
QM monitors the entire testing process to make sure patients receive accurate, reliable results.
QMS = Quality Management System.
It includes:
Policies
Procedures
QC
Equipment maintenance
Training
Safety
Record keeping
Proficiency testing
Personnel competency
24. Three Phases of Laboratory Testing
This is VERY important.
Preexamination / Preanalytical
Everything BEFORE testing.
Examples:
Test ordered
Patient identification
Patient preparation
Specimen collection
Specimen labeling
Transportation
Storage
Specimen rejection
Memory trick:
PRE = before testing.
Examination / Analytical
The actual testing process.
Examples:
Reagents
Instruments
Calibration
QC
Testing technique
Preventive maintenance
Personnel competency
Memory trick:
ANALYTICAL = analyzer/testing.
Postexamination / Postanalytical
Everything AFTER testing.
Examples:
Reporting results
Calling critical results
Correcting reports
Interpreting results
Transcription
Delta checks
Memory trick:
POST = after testing.
25. Urine Specimen Rejection
Possible reasons to reject a urine specimen:
Unlabeled container
Label does not match requisition
Feces/toilet paper contamination
Contaminated container exterior
Insufficient volume
Improper storage
Improper preservation
Excessive delay in transport
Do NOT automatically relabel mislabeled specimens.
Investigate and document the problem.
26. Urine Timing
Urine should generally be examined within:
2 hours
If testing will be delayed, proper preservation or refrigeration instructions must be followed.
27. Quality Control
QC = Quality Control.
QC checks:
Accuracy
How close the result is to the correct/expected result.
Precision
Ability to get the same result repeatedly.
Reliability
Maintaining both accuracy AND precision.
Easy memory:
Accurate = correct.
Precise = repeatable.
Reliable = correct + repeatable.
28. External Quality Control
External controls are actual control materials run similarly to patient specimens.
Usually at least two levels are tested.
They help check:
Accuracy
Precision
QC results must be acceptable BEFORE patient results are released.
29. Internal Quality Control
Internal controls are built into the testing system.
They may confirm:
Enough patient specimen was added
Reagent was added properly
Sample migrated correctly
Test system reacted appropriately
Example:
A color line showing enough specimen was added.
30. Electronic QC
Electronic QC uses a mechanical or electronic system instead of liquid control material.
It checks whether the instrument functions properly.
However, it may not check the actual test supplies/reagents.
31. Proficiency Testing
PT = Proficiency Testing.
Also called:
External Quality Assessment or EQA.
An outside organization sends an unknown specimen to the laboratory.
The laboratory tests it like a patient specimen.
Results are returned and compared with results from other laboratories.
PT provides an outside check of laboratory accuracy.
Laboratories cannot communicate with one another about PT results.
32. Levy-Jennings Chart
Used to visually monitor QC values over time.
It can identify:
Shift
A sudden change in the QC mean.
Trend
A gradual movement in one direction.
Scatter
May indicate poor precision.
Control limits are often based on standard deviations around the mean.
33. What If QC Is Out of Range?
Do NOT report patient results.
Possible corrective actions:
Check expiration dates
Check lot numbers
Repeat QC
Use new controls
Open new reagent strips
Check technique
Check instrument function
Document corrective action.
Patient testing/results can continue only after QC is acceptable.
34. Preventive Maintenance
PM = Preventive Maintenance.
Regular maintenance helps prevent equipment failure.
Examples:
Refrigerator temperature checks
Water bath temperature checks
Centrifuge calibration
Microscope cleaning
Pipette accuracy checks
Instrument maintenance
All maintenance should be documented.
35. Postexamination Results
Laboratory reports should include things such as:
Patient name
Patient ID
Collection date/time
Specimen source when needed
Tests performed
Results
Reference ranges
Final result time
Testing facility
36. Critical Values
Critical values can represent potentially life-threatening results.
They must be communicated immediately according to laboratory policy.
Document:
Result
Time called
Person receiving result
37. Delta Check
A delta check compares the patient’s new results with previous results.
A large unexpected difference may indicate:
Testing error
Wrong patient
Specimen identification problem
38. Autoverification
Autoverification means the computer automatically compares laboratory results with predetermined criteria before results are released.
39. Sensitivity vs Specificity
Sensitivity
Lowest level of an analyte that the test can detect.
Think:
Sensitivity = can it detect it?
Specificity
Ability/likelihood of measuring the analyte you actually want.
Think:
Specificity = is it specific to the right thing?
Answers to the Study Questions
C — CLSI
C — Chemical
C — Specimens
A — Hand sanitizing
D — Standard Precautions
A — Report to a supervisor
B — Fluid-resistant
A — Urine specimen containers
C — OSHA
D — Sodium hypochlorite
D — Turning on the water with a paper towel
C — Aerosols
B — Hold under running water for 15 minutes
A — Acid is added to water
B — Safety Data Sheet
D — Pregnant
A — Pulling the person away
B — Operation of a fire extinguisher
C — NFPA
C — Dry chemicals
A — Rescue people in danger
B — May have developed a latex allergy
D — Not acceptable in the laboratory
B — Biohazards
B — Hazard pictogram, signal words, hazard statement
A — Class A
C — HBV
D — Running to answer the telephone
D — Quality of specimens and patient care
D — All of the above
B — Put a complete, referenced procedure in the manual
Question 32
Reagent expiration date → 2 Examination
Rejecting contaminated specimen → 1 Preexamination
Constructing a Levy-Jennings chart → 2 Examination
Telephoning positive Clinitest newborn result → 3 Postexamination
Calibrating centrifuge → 2 Examination
Collecting timed urine specimen → 1 Preexamination
D — Proficiency testing
C — Internal QC
D — All of the above
C — Date and laboratory worker’s initials
D — All of the above
Most Important Things to Memorize
If you’re studying for a test, focus especially on:
Chain of infection = agent → reservoir → exit → transmission → entry → susceptible host
Standard Precautions
OSHA bloodborne pathogen rules
PPE
Hand washing = 20 seconds
Chemical exposure = flush 15 minutes
Acid goes into water
SDS = chemical safety information
NFPA colors
RACE
PASS
Preexamination vs examination vs postexamination
Accuracy vs precision
Internal vs external vs electronic QC
PT/EQA
Never release patient results when QC is unacceptable
Urine should generally be tested within 2 hours