Using root cause analysis and form redesign to reduce incorrect ordering of HIV tests

Jt Comm J Qual Patient Saf. 2012 Nov;38(11):506-12. doi: 10.1016/s1553-7250(12)38067-7.

Abstract

Background: Advances in molecular biology and changes in microbial nomenclature may subject diagnostic microbiology to errors. A patient diagnosed with Pneumocystis jiroveci pneumonia and then with AIDS had received a negative "AIDS test"--"negative for antibodies to HTLV 1 and 2." The test requisition showed that the physician had requested HTLV-I/II testing but not an HIV-1/2 test. A root cause analysis was performed to determine if the erroneous testing represented a systemic problem. A study was conducted to identify and address such testing errors.

Methods: For the 1,952 HTLV-I/II test requests in a 17-month period in the Southern Alberta region, a random representative sample of 555 requests for HTLV-I/II testing were evaluated for appropriateness. Physicians ordering "inappropriate" tests were surveyed to determine root causes, and the HTLV-I/II check box was subsequently removed from the requisition.

Results: Some 318 (94%) of the 340 clinically directed HTLV tests were likely or definitely inappropriate--that is, only an HIV-1/2 test was required. At least 81% (127/156) of the 8% (156/1,948) of the HTLV-I/II tests ordered without an HIV-1/2 test concurrently were ordered inappropriately. In the telephone survey, all 69 physicians suspected to have incorrectly ordered HTLV-I/II tests reported erroneously requesting HTLV for HIV. A root cause analysis identified confusing viral nomenclature, diagnostic testing menu, and form design as contributing factors. A requisition recall and redesign has reduced erroneous laboratory testing.

Conclusions: A high proportion of HTLV-I/II tests were ordered erroneously and confused with HIV-1/2. Careful attention to routine test menus and form design, including the exclusion of rare and confusing pathogens, reduces risk of error for practicing physicians.

MeSH terms

  • AIDS Serodiagnosis / methods
  • AIDS Serodiagnosis / standards*
  • Alberta
  • Clinical Laboratory Information Systems / organization & administration
  • Clinical Laboratory Information Systems / standards
  • Diagnostic Errors / prevention & control*
  • Diagnostic Errors / statistics & numerical data
  • HIV Infections / diagnosis*
  • HIV Infections / virology
  • HIV-1 / isolation & purification
  • HIV-2 / isolation & purification
  • Human T-lymphotropic virus 1 / isolation & purification
  • Human T-lymphotropic virus 2 / isolation & purification
  • Humans
  • Retroviridae / classification
  • Root Cause Analysis*
  • Terminology as Topic