Transfusion Safety in Practice. Ana Lima Transfusion Safety Nurse Sunnybrook Health Sciences Centre Toronto, Ontario CANADA

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Transfusion Safety in Practice Ana Lima Transfusion Safety Nurse Sunnybrook Health Sciences Centre Toronto, Ontario CANADA The Evolving Role of Nurses in Transfusion Hong Kong: 1 December 2017

Nurses and Physicians at the bedside Blood Bank Medical Laboratory Technologists (MLT) Transfusion Medicine Physician Patient Blood Management Coordinator Transfusion Safety Officer/Nurse (TSO) Transfusion Safety - Team Effort

Explain the historical background for hemovigilance and the development of the TSO role in Canada Discuss how to train someone for the TSO role Illustrate how the TSO Role promotes transfusion safety and quality Objectives

1325 bed hospital 3 sites Teaching hospital affiliated with University of Toronto faculty of medicine Adult and newborns 1.2 million patient visits per year Largest Trauma Centre in Canada Largest Maternity Hospital Strong focus on cancer, cardiac and vascular disease, image guided brain therapies 11,000 staff, physicians, volunteers, students 3500 Nurses Transfusion Safety Nurse since 2000 Transfusion Error Surveillance System Analyst Patient Blood Management Coordinator(s) since 2002 Introduction

1980s - Tainted blood tragedy Over 30,000 cases of transfusion transmitted Hepatitis C and HIV Loss of confidence in the blood system Canadian Red Cross Krever Inquiry (1993-97) - 50 Recommendation Report Compensation for victims Precautionary measures Before definitive scientific proof of harm Governance Reformed blood system at arm s length from governmental funders Canadian Blood Services and Héma-Québec Public Health recommendation Active surveillance of transfusion related events Provincial Blood Offices Ministry of Health TSO (Transfusion Safety Officer) role created 20 years later Restored public confidence in blood safety Historical

1999 Health Ministry of Québec implemented TSO positions in 20 hospitals identified as Designated Transfusion Centres Clinical TSO (Nurse) and Technical TSO (medical laboratory technologist- MLT) Working together to ensure surveillance of all transfusion events Blood Transfusion Laboratory and Clinical areas Formal training in transfusion practices and reactions Slowly TSO positions began to be created across Canada but usually funded by individual hospitals At Sunnybrook 2000 Provincial Blood Offices have begun incorporating a Transfusion Safety Nurse/Officer as part of their team Hemovigilance in Canada

MLT Experience with all blood products Understanding of technical aspects of storage, testing and issuing of blood products Awareness of indications for appropriate use Knowledge of accreditation standards and regulatory requirements Existing relationship with hospital Blood Transfusion Laboratory and blood supplier Limited knowledge of clinical aspects of patient care, clinical documentation and transfusion practice Nurse Expertise in patient care and clinical areas Knowledge of bedside transfusion practice Understanding of competing pressures at the bedside Better able to instruct in a format most helpful to nurses Existing relationship with nursing and medical staff TSO - Nurse or MLT

International USA - South Texas 2 day training course southtexasblood.org Australia - BloodSafe elearning bloodsafelearning.org.au Graduate Certificate in Transfusion Practice Canadian CSTM website transfusion.ca Ontario transfusionontario.org TSO Resource Manual Bloody Easy Lite elearning Bloody Easy 4, Coagulation Simplified handbooks TSO Training

Formal training programs scarce On-the-job training Québec example Initial training excellent but less so over time Loss of most Nursing positions Canadian National TSO network Ask questions Networking Conferences, seminars, webinars Self-directed Blood Banking 101 TSO Training AABB Press, 2013

TSO Role What I do +

Investigation of reactions, incidents and near misses Quality improvement Active surveillance of: Patient identification Appropriate orders Sample labeling practices Blood administration Education and training Creation of resource material for clinicians Patient blood management Participation in transfusion safety initiatives Improve transfusion safety outside of the laboratory

Investigation Assess signs and symptoms, timing, underlying condition Review with Transfusion Medicine physician Classify Reaction type or unrelated Severity Imputability Outcome Report result to clinicians and document Recommendations for future transfusions Reporting Blood supplier if product quality/efficacy in question Governmental hemovigilance programs Hospital database Present at Transfusion Committee Useful for education Transfusion Reactions

Investigation Errors and incidents related to transfusion practice Root cause analysis What the heck happened? Why did it happen? What can we do to prevent it from happening again? Reporting Make recommendations Hospital risk management Incident/Error reporting Transfusion Committee, assess for trends Governmental authorities as required Error and Incident Investigation

Effect of a TSO on Error Reporting

Ensure compliance with Standards and Blood Regulations Clinical areas outside Blood Bank Personnel training Consent, Order, Sampling, Transport, Transfusion Equipment tubing, infusion devices, warmers Adverse reactions Serve on Transfusion Committee and others requiring transfusion medicine input IV pump selection Consent policy Massive transfusion Participation in inspection or accreditation Quality

Audits bedside and retrospective Transfusion practice Consent Documentation Audits as an opportunity for teaching Data analysis Reporting of results to benchmark and improve practice Annual summary to Nursing and Medical Leadership and Risk Management Audits

Audit Summary

Participate in development of Clinical P&P Transfusion policy General and for unique areas (dialysis, NICU) Product monographs Reaction management Transfusion consent Use of infusion devices and blood warmers Pre-transfusion blood sample collection Periodic review and revisions Stakeholder consultation Approval process Posting and advertising Policies and Procedure (P&P)

Orientation of newly hired staff Training of staff for specialized areas/scenarios ICU, NICU, Massive Transfusion protocol Develop and maintain a formal competency training program elearning module Live sessions Training with new blood products, processes and equipment Education and Training

For Nurses and Physicians: Reaction investigation guidelines Guidelines for special patient populations Product monographs For Patients: Information pamphlets Post transfusion reaction discharge instructions Posted on Blood Bank intranet page Resource Material

An evidence based, multidisciplinary approach to optimizing the care of patients who might need transfusion. Treat anemia (iron deficiency, chronic disease) Minimize blood loss (pre/intra/post-op strategies) Appropriate use of blood Benefits include Decreased transfusion rates, hospital length of stay Increased patient satisfaction TSO may be involved in establishment of a PBM program Patient Blood Management

Blood Components Issued for Transfusion 23 37% decrease

Implementation of changes in processes to improve transfusion safety Blood group check Trying to prevent wrong blood to patient Barcode technology Sample labeling Checking blood Massive Transfusion Protocol Nursing module Initiatives to Improve Transfusion Safety

Resource for clinical staff How do I Liaison between clinical staff and laboratory staff Monkey in the middle Working with interdisciplinary team Nurses, Doctors, Risk Management, Porters Network with other TSOs Resource We learn from each other

CSTM Blog transfusion.ca http://www.transfusion.ca/resources/cstm- Blog/August-2016/So-what-the-heck-does-atransfusion-nurse-do AABB Advancing Transfusion and Cellular Therapies Worldwide aabb.org/programs/publications Role of TSO and Patient Blood Management Coordinators Further Reading

Transfusion. 2014 Jan;54(1):66-73. doi: 10.1111/trf.12240. Epub 2013 May 14 How do we utilize a transfusion safety officer? Dunbar NM, Szczepiorkowski ZM. Transfusion. 2015 Sep;55(9):2064-8. doi: 10.1111/trf.13184. Epub 2015 May 30 More Further Reading

The Transfusion Safety Officer is an integral part of the team that promotes quality and safety in transfusion practice Key components of the role Investigation of transfusion reactions and errors Active surveillance of transfusion related events as mandated by Krever Commission Promotion of quality and best practices in bedside transfusion practice In Summary

TSO in her spare time Thank you for your attention