Zubair Khalid

Virologist/Molecular Biologist | Veterinarian | Bioinformatician

Conventional & Molecular Virology • Vaccine Development • Computational Biology

Dr. Zubair Khalid is a veterinarian and virologist specializing in conventional and molecular virology, vaccine development, and computational biology. Dedicated to advancing animal health through innovative research and multi-omics approaches.

Dr. Zubair Khalid - Veterinarian, Virologist, and Vaccine Development Researcher specializing in Computational Biology, Multi-omics, Animal Health, and Infectious Disease Research

Section: Clinical Pathology

Hematology Quality Control: Ensuring Accuracy in Automated Analyzers

Hematology quality control is the systematic process of verifying that automated analyzers produce accurate and precise complete blood count results through calibration, daily internal quality control, external quality assessment, and ongoing performance monitoring. For laboratory students, technicians, researchers, and diagnostic professionals, this article provides a practical framework for implementing quality control programs that meet regulatory expectations and support reliable clinical decisions. The original utility offered here is a quality control log template that laboratories can adapt to their specific analyzer platforms and workflow requirements.

At a Glance

Quality control for hematology analyzers rests on several interconnected pillars that laboratories must manage together instead of in isolation. The table below summarizes the core components, their primary purpose, and the typical frequency of activity.

Quality Control Component Primary Purpose Typical Frequency
Calibration Align analyzer measurements to reference standards At installation, after major maintenance, or when QC shifts persistently
Internal Quality Control (IQC) Detect random and systematic errors between patient runs Daily, at minimum, and with each new reagent lot
External Quality Assessment (EQA) Compare laboratory performance against peer laboratories Quarterly or per program schedule
Moving Average QC Monitor real-time analyzer drift using patient data Continuous, with algorithm settings per parameter
Six Sigma Metrics Quantify method performance and set QC frequency rules Periodic review, often quarterly or biannually
Verification and Validation Confirm analyzer performance before routine use At installation and after major changes

The International Journal of Laboratory Hematology published practical guidance noting that verification of hematology analyzers is mandatory before new automated blood cell counters may be used in routine clinical care, with the process covering precision, accuracy, comparability, carryover, background, and linearity across the expected range of results 6. The World Health Organization Laboratory Quality Management System Handbook provides the broader framework for managing quality across all laboratory processes 1.

Core Principles of Hematology Quality Control

The Purpose of Quality Control in Hematology

Quality control exists to ensure that every patient result released from the laboratory is suitable for clinical interpretation. Laboratory errors have a major impact on the quality of patient care, and quality management strategies should be applied in routine patient care settings 7. Hematology analyzers are complex instruments that measure multiple parameters simultaneously, including red blood cell count, hemoglobin, hematocrit, white blood cell count, and platelet count. Each parameter has its own analytical characteristics, and each requires individual attention in the quality control program.

The evolution of hematology analyzer performance has changed quality control practices. Modern analyzers provide more reproducible analyses compared with instruments from earlier decades, which allows the use of simpler quality control rules 13. This improved performance also means that repeat analysis of critical value specimens may not add value in all circumstances, and some patient averaging techniques have become outmoded and should be replaced by less complicated calculations with truncation of predictable outlying populations 13.

The Analytical Process and Error Sources

Hematology testing follows a total testing process that begins with test ordering and ends with result interpretation. Quality control focuses primarily on the analytical phase, but pre-analytical and post-analytical factors also affect result accuracy. Pre-analytical errors include improper specimen collection, inadequate mixing, incorrect anticoagulant ratios, and delayed analysis. Post-analytical errors include transcription mistakes, incorrect reference interval application, and misinterpretation of flags.

The analytical phase itself has multiple potential error sources. These include reagent deterioration, calibration drift, carryover between samples, clot formation in the sampling pathway, and electronic interference. A robust quality control program detects these errors before patient results are released.

Verification of Hematology Analyzers Before Routine Use

Verification Requirements

Verification is the process of confirming that an analyzer performs according to manufacturer specifications and laboratory requirements before it is used for patient testing. The International Journal of Laboratory Hematology guidance states that verification of hematology analyzers is mandatory before new analyzers may be used in routine clinical care 6. The verification process includes precision, accuracy, comparability, carryover, background, and linearity throughout the expected range of results 6.

Which standard should be met or which verification limit should be used is at the discretion of the laboratory specialist 6. This means that laboratories must make informed decisions about acceptable performance criteria based on clinical requirements, manufacturer specifications, and peer-reviewed guidance.

Precision Studies

Precision refers to the closeness of agreement between repeated measurements of the same sample. Precision studies for hematology analyzers typically involve running quality control material or patient samples multiple times and calculating the coefficient of variation for each parameter. Within-run precision is assessed by running the same sample multiple times in a single run. Between-run precision is assessed by running the same material across multiple days or runs.

The acceptable precision limits depend on the parameter and the clinical requirements. For example, a study of the Hilab point-of-care hematology analyzer found that analytes showed coefficients of variation inside the limits established according to European Federation of Clinical Chemistry and Laboratory Medicine guidelines 22. Laboratories should establish their own precision goals based on clinical needs and regulatory requirements.

Accuracy and Comparability

Accuracy refers to the closeness of agreement between a measured value and the true value. Accuracy is typically assessed by comparing analyzer results against reference methods or by analyzing certified reference materials. Comparability refers to the agreement between different analyzers or different methods measuring the same parameter. Comparability studies are important in laboratories that operate multiple analyzers or that need to ensure results are consistent across shifts.

The National Center for Advancing Translational Sciences Assay Guidance Manual provides general principles for assay validation that can be adapted to hematology analyzer verification 3. The U.S. Food and Drug Administration Bioanalytical Method Validation Guidance also provides relevant principles for method validation that laboratories may consider when establishing verification protocols 4.

Carryover, Background, and Linearity

Carryover is the transfer of material from one sample to the next, which can cause falsely elevated results in the subsequent sample. Carryover is assessed by analyzing a high-value sample followed by a low-value sample and calculating the percentage of carryover. Background is the analyzer response when analyzing a blank or diluent sample, which should be near zero for most parameters. Linearity is the ability of the analyzer to produce results that are proportional to the concentration of the analyte across the measuring range.

The International Journal of Laboratory Hematology guidance identifies carryover, background, and linearity as essential components of the verification process 6. Each of these parameters must be assessed across the expected range of results to ensure that the analyzer performs reliably for all patient samples that will be encountered in routine practice.

Calibration of Hematology Analyzers

Calibration Principles

Calibration establishes the relationship between the analyzer response and the concentration of the analyte being measured. Calibration is performed using materials with known values, which may include manufacturer-provided calibrators, fresh blood samples with values assigned by reference methods, or commercial calibration materials. The goal of calibration is to ensure that analyzer results are accurate and traceable to reference standards.

Fresh blood calibration has been studied as a method for calibrating hematology analyzers. One study examined the application of anticoagulant fresh blood in hematology analyzer calibration and comparison 21. Another study evaluated the calibration of three hematology analyzers using the same calibrated fresh blood 23. These studies suggest that fresh blood calibration can be used to harmonize results across multiple analyzers.

Calibration Frequency and Triggers

Calibration is not a daily activity. Calibration is typically performed at installation, after major maintenance or repair, when quality control results show a persistent shift or trend, or when the manufacturer recommends recalibration. Some laboratories also calibrate when introducing a new reagent lot, although this practice varies by laboratory and manufacturer guidance.

A study on the calibration and comparative testing of the BC-5500 automated hematology analyzer described the calibration process and comparative testing procedures for this specific instrument 25. Another study addressed the calibration and verification of white blood cell count and differential by a 5-differential hematology analyzer 26. These studies illustrate that calibration procedures are instrument-specific and must be tailored to the analyzer platform in use.

Calibration Methods for Hematocrit

Hematocrit calibration deserves special attention because different calibration methods can produce different results. A study comparing four different calibration methods for hematocrit determination with a hematology analyzer found that the choice of calibration method affected the results and introduced bias 24. Laboratories should understand the calibration method used for each parameter and document the method in their quality control procedures.

Internal Quality Control Implementation

Daily Quality Control Procedures

Internal quality control involves the daily analysis of control materials with known values to monitor analyzer performance. Control materials should be matrix-appropriate, meaning they should resemble patient samples in their physical and chemical properties. Commercial quality control materials are available from multiple manufacturers and are designed for use with specific analyzer platforms.

Daily quality control typically involves running at least two levels of control material, often a normal level and an abnormal level. Some laboratories run three levels to cover low, normal, and high values. The control results are plotted on Levey-Jennings charts and evaluated against Westgard rules or other multi-rule quality control systems.

The World Health Organization Laboratory Quality Management System Handbook provides guidance on establishing and maintaining internal quality control programs 1. This handbook emphasizes that quality control is not optional but is a fundamental requirement for laboratories that produce results used in patient care.

Quality Control Rules and Decision Making

Quality control rules define when a run is accepted or rejected based on control results. The 1-2.5s rule, which rejects a run when one control value exceeds 2.5 standard deviations from the mean, is commonly used in hematology. The improved performance of modern analyzers allows the use of simple quality control rules 13.

The choice of quality control rules should be based on the analytical performance of the method and the clinical requirements for quality. A study of quality control validation for a network of six Sysmex XT-2000iV hematology analyzers found that a higher probability of error detection and lower probability of false rejection using a simple control rule and one level of quality control material could be achieved using observed analytical performance instead of the manufacturer acceptable ranges 10. This finding supports the practice of validating quality control rules against actual analyzer performance instead of relying solely on manufacturer recommendations.

Six Sigma Metrics in Hematology Quality Control

Six Sigma metrics provide a quantitative framework for assessing analytical method performance and determining appropriate quality control strategies. In sigma metrics, errors are quantified as percentage errors or defects per million 7. The sigma value is calculated from the total allowable error, bias, and coefficient of variation of the method.

A study analyzing hematology quality control using six sigma metrics in a tertiary care center in western India found that the observed sigma value was greater than 6 for hemoglobin, total leukocyte count, and platelet count, indicating excellent results and requiring no modification in internal quality control 7. The sigma value was between 3 and 4 for red blood cell count and hematocrit, suggesting the need for improvement in quality control processes 7. No analytes showed a sigma value below 3 7.

Six Sigma metrics can serve as an important self-assessment tool for quality assurance in the clinical laboratory 7. Laboratories can use sigma metrics to determine the frequency of internal quality control, with higher sigma methods requiring less frequent control runs and lower sigma methods requiring more frequent control runs.

Moving Average Quality Control

Principles of Moving Average Quality Control

Moving average quality control is a patient-based real-time quality control system that uses the average of patient results to monitor analyzer performance continuously. Compared with conventional periodic internal quality control, moving average quality control has advantages including absence of commutability problems and continuous monitoring of performance 8.

Moving average quality control is especially useful for trend monitoring, detection of small shifts after maintenance, and inter-analyzer comparisons 8. The method works by calculating the moving average of patient results for specific parameters and comparing this average against expected limits. When the moving average exceeds the limits, an alarm is triggered, indicating potential analyzer problems.

Implementation Considerations

A study describing the implementation of moving average quality control for multiple routine hematology and chemistry parameters found that three out of nine parameters were excluded from implementation due to high variation and technical issues in the laboratory information system 8. The six remaining parameters showed added value to internal quality control and were implemented in the laboratory information system 8.

For three parameters, a direct moving average alarm work-up method was established, including newly developed built-in features in the laboratory information system 8. For the other parameters, the study identified moving average utilization beyond real-time monitoring 8.

Laboratories considering moving average quality control should evaluate each parameter individually. Parameters with high biological variation or technical issues in the laboratory information system may not be suitable for this approach. The evaluation process should include bias detection curves to optimize moving average settings 8.

Moving Average for Specific Parameters

The study of moving average quality control implementation selected nine parameters for initial consideration, including hemoglobin, mean corpuscular volume, mean corpuscular hemoglobin concentration, reticulocyte count, and erythrocyte sedimentation rate 8. Hemoglobin, erythrocyte sedimentation rate, and sodium were excluded from implementation due to high variation and technical issues 8.

The remaining six parameters showed added value to internal quality control and were implemented in the laboratory information system 8. This experience demonstrates that moving average quality control is not universally applicable to all parameters and requires careful evaluation before implementation.

Alternative Quality Control Methods

Repeat Patient Testing Quality Control

Repeat patient testing quality control is an alternative method that uses excess matrix-specific samples instead of commercial quality control material. This approach is particularly useful in veterinary laboratories where quality control material for hematology is limited 12.

A study of repeat patient testing quality control compared with commercial quality control material for the Sysmex XT-2000iV hematology analyzer in a multi-site veterinary laboratory found that differences between individual analyzer repeat patient testing quality control limits were too large to allow for unification of network limits 12. The automated spreadsheet used in the study successfully highlighted out-of-control events for repeat patient testing quality control 12.

Trends or shifts were more frequent for commercial quality control material based on observed performance and a 1-2.5s quality control rule than for repeat patient testing quality control 12. Following routine troubleshooting, repeat patient testing quality control out-of-control events were resolved with an alternative repeat patient testing quality control sample, indicating random error associated with excessive deterioration 12.

Fresh Blood Comparison Methods

Fresh blood comparison methods use patient samples to compare results between analyzers or between an analyzer and a reference method. A study from the Journal of Zhejiang University Medical Sciences described the application of comparison methods in internal quality control of hematology analyzers using fresh blood 27. This approach can be useful for laboratories that need to harmonize results across multiple analyzers.

Quality Control for Specialized Applications

Hematology analyzers are sometimes used for quality control purposes beyond routine patient testing. A study in Transfusion evaluated the use of a routine hematology analyzer for quality control of leukoreduced plasma 11. The study found that the Sysmex XN-10 analyzer was suitable for the enumeration of residual red blood cells but not for residual white blood cells in leukoreduced plasma 11.

For white blood cells, the linearity criteria were met for the reference method but not for the Sysmex XN-10 instruments 11. Precision on both Sysmex XN-10 instruments was accurate only at 6 cells per microliter, and accuracy was consistently acceptable only at 5 to 6 cells per microliter 11. This study illustrates that hematology analyzers may not be suitable for all quality control applications and that each use case must be validated individually.

Quality Control Log Template

Purpose of the Quality Control Log

A quality control log is a structured record of quality control activities that provides documentation of analyzer performance over time. The log serves multiple purposes, including meeting regulatory requirements, supporting troubleshooting, and providing data for quality improvement initiatives. The World Health Organization Laboratory Quality Management System Handbook emphasizes the importance of documentation in laboratory quality management 1.

Quality Control Log Fields

The quality control log template below includes the essential fields that laboratories should record for each quality control event. Laboratories may add fields based on their specific requirements and analyzer platforms.

Field Description Example Entry
Date Date of the quality control run 2025-06-15
Time Time of the quality control run 07:30
Analyzer ID Unique identifier for the analyzer HEM-001
Operator Name or initials of the person performing QC J. Smith
Control Lot Lot number of the quality control material QC-2025-0412
Control Level Level of control material (low, normal, high) Normal
Parameter Results Results for each parameter tested See parameter table
In Control or Out of Control Whether the run was accepted or rejected In control
Westgard Rule Violated If out of control, which rule was violated 1-3s
Action Taken Description of corrective action if needed None
Reviewer Name or initials of the person reviewing the QC M. Jones
Review Date Date the QC was reviewed 2025-06-15

Parameter Results Table

For each quality control event, laboratories should record the results for each parameter. The parameter results table below shows the fields needed for each parameter.

Parameter Control Mean Control SD Result Deviation (SD) Acceptable Range In Range
WBC 7.5 x 10^9/L 0.2 7.4 -0.5 7.1 to 7.9 Yes
RBC 4.8 x 10^12/L 0.1 4.9 1.0 4.6 to 5.0 Yes
Hemoglobin 145 g/L 3.0 146 0.3 139 to 151 Yes
Hematocrit 0.42 L/L 0.01 0.43 1.0 0.40 to 0.44 Yes
Platelets 250 x 10^9/L 8.0 248 -0.25 234 to 266 Yes

The control mean and standard deviation should be established from at least 20 data points collected over multiple days. The acceptable range is typically the mean plus or minus 2 standard deviations, although some laboratories use 3 standard deviations for certain parameters.

Records and Documentation Requirements

Documentation Standards

Documentation is a fundamental component of quality control. The World Health Organization Laboratory Quality Management System Handbook provides guidance on the documentation requirements for laboratory quality management 1. Laboratories must maintain records that demonstrate compliance with quality control procedures and support the reliability of patient results.

Quality control records should include the date and time of each quality control event, the identity of the operator, the lot numbers of control materials and reagents, the results for each parameter, and any corrective actions taken. Records should be legible, permanent, and stored in a manner that prevents loss or damage.

Retention and Review

Quality control records should be retained for a period specified by regulatory requirements or laboratory policy. Many laboratories retain quality control records for at least two years, although some regulatory programs require longer retention periods. Records should be reviewed regularly by supervisory personnel to identify trends or patterns that might indicate developing problems.

The review process should include examination of Levey-Jennings charts, evaluation of quality control rule violations, and assessment of corrective actions. The review should be documented with the reviewer name and date.

Common Failure Patterns in Hematology Quality Control

Systematic Errors

Systematic errors affect all results in a consistent manner and are typically caused by calibration drift, reagent deterioration, or improper instrument settings. Systematic errors are detected by quality control results that are consistently shifted in one direction, either above or below the expected mean. A persistent shift in quality control results should trigger investigation and corrective action.

Random Errors

Random errors affect individual results unpredictably and are typically caused by bubbles in the sampling pathway, clot formation, or electronic interference. Random errors are detected by quality control results that are scattered around the mean without a consistent pattern. A single out-of-control result may be due to random error, but repeated random errors suggest an underlying problem that requires investigation.

Trends and Shifts

Trends are progressive changes in quality control results over time, while shifts are sudden changes from one level to another. Trends may indicate gradual reagent deterioration or instrument drift, while shifts may indicate a change in reagent lot, calibration, or instrument component. Both trends and shifts require investigation even if individual results remain within acceptable limits.

Matrix Effects and Commutability

Quality control materials may not behave identically to patient samples due to matrix effects. Commutability refers to the ability of a quality control material to behave like a patient sample across different analytical methods. Moving average quality control has the advantage of avoiding commutability problems because it uses patient results directly 8.

Troubleshooting Out-of-Control Results

Initial Investigation Steps

When quality control results are out of control, the laboratory should follow a structured troubleshooting process. The first step is to confirm that the out-of-control result is not due to a clerical error or a mistake in recording. The next step is to examine the quality control chart to determine whether the problem is a single out-of-control result or part of a trend or shift.

The operator should check the quality control material for expiration, proper storage, and adequate mixing. The operator should also check the analyzer for error messages, reagent levels, and instrument maintenance status. If the problem persists, the operator should run a fresh vial of quality control material to determine whether the problem is with the control material or the analyzer.

Corrective Actions

Corrective actions should be documented and should address the root cause of the problem. Common corrective actions include recalibration, reagent replacement, instrument maintenance, or repeating the quality control run. The effectiveness of the corrective action should be verified by running additional quality control material and confirming that results are within acceptable limits.

Escalation Criteria

Laboratories should have clear criteria for escalating quality control problems to supervisory or managerial personnel. Escalation is appropriate when the problem persists despite initial troubleshooting, when patient results may have been affected, or when the problem involves instrument components that require manufacturer service. The World Health Organization Laboratory Quality Management System Handbook provides guidance on the management of nonconforming work and corrective actions 1.

Biosafety Considerations in Hematology Quality Control

Handling of Quality Control Materials

Quality control materials are biological products and should be handled with appropriate precautions. The World Health Organization Laboratory Biosafety Manual provides guidance on the safe handling of biological materials in the laboratory 2. Quality control materials should be treated as potentially infectious, and appropriate personal protective equipment should be used when handling them.

Waste Management

Quality control materials and patient samples should be disposed of according to laboratory waste management procedures. Sharps, including needles used for sample collection, should be disposed of in puncture-resistant containers. Liquid waste should be treated according to local regulations and laboratory policies.

Instrument Maintenance and Decontamination

Hematology analyzers should be maintained and decontaminated according to manufacturer recommendations. Regular maintenance reduces the risk of instrument malfunction and ensures reliable performance. Decontamination procedures should be performed when the instrument is serviced or when there is a risk of contamination.

Regulatory Compliance and Accreditation

Regulatory Requirements

Hematology laboratories are subject to regulatory requirements that vary by jurisdiction. In the United States, laboratories that perform testing on human specimens must comply with the Clinical Laboratory Improvement Amendments regulations. The U.S. Food and Drug Administration Bioanalytical Method Validation Guidance provides principles for method validation that may be relevant to laboratory-developed tests 4.

Accreditation Standards

Many laboratories seek accreditation from organizations such as the College of American Pathologists, the Joint Commission, or the International Organization for Standardization. Accreditation standards typically require documented quality control procedures, participation in external quality assessment programs, and evidence of corrective action when problems are identified.

The World Health Organization Laboratory Quality Management System Handbook provides a comprehensive framework for laboratory quality management that can support accreditation efforts 1. The handbook covers all aspects of laboratory quality management, including organization, personnel, equipment, purchasing, process control, and information management.

External Quality Assessment

Purpose of External Quality Assessment

External quality assessment, also known as proficiency testing, involves the analysis of unknown samples provided by an external program and the comparison of results with those of peer laboratories. External quality assessment provides an independent assessment of laboratory performance and can identify systematic errors that may not be detected by internal quality control.

Participation and Performance Evaluation

Laboratories should participate in external quality assessment programs that are appropriate for their testing menu and patient population. Performance is typically evaluated by calculating the difference between the laboratory result and the target value, expressed as a percentage or as a standard deviation index. Persistent poor performance in external quality assessment should trigger investigation and corrective action.

Relationship to Internal Quality Control

External quality assessment complements internal quality control by providing an independent check on accuracy. Internal quality control monitors precision and detects changes in performance over time, while external quality assessment monitors accuracy and detects systematic bias. Both are essential components of a comprehensive quality control program.

Professional Escalation Criteria

When to Involve Supervisory Personnel

Laboratory technicians should involve supervisory personnel when quality control results are persistently out of control, when corrective actions do not resolve the problem, or when there is a risk that patient results have been affected. Supervisory personnel have the authority to make decisions about patient result reporting and instrument downtime.

When to Contact the Manufacturer

Manufacturer technical support should be contacted when the analyzer requires service that is beyond the scope of routine maintenance, when instrument components need replacement, or when the manufacturer has identified a known issue with the instrument. The manufacturer should also be contacted when the laboratory needs assistance with troubleshooting that cannot be resolved locally.

When to Escalate to Laboratory Management

Laboratory management should be involved when quality control problems affect patient care, when there is a need to change quality control procedures, or when there is a question about the suitability of the analyzer for its intended use. Laboratory management is responsible for ensuring that quality control procedures are adequate and that resources are available to maintain analyzer performance.

Limitations of Hematology Quality Control

Quality Control Material Limitations

Commercial quality control materials have limitations that laboratories should understand. Quality control materials may not be commutable with patient samples, meaning that they may not behave identically to patient samples across different analytical methods. Quality control materials may also have limited stability, requiring careful storage and handling.

Detection Limits of Quality Control Rules

Quality control rules have detection limits, meaning that they may not detect all errors. The probability of error detection depends on the magnitude of the error, the quality control rule used, and the number of control measurements per run. Laboratories should select quality control rules that provide adequate error detection for their analytical methods.

Moving Average Quality Control Limitations

Moving average quality control has limitations that laboratories should understand. Parameters with high biological variation may not be suitable for moving average quality control 8. Technical issues in the laboratory information system may also limit the implementation of moving average quality control 8.

Point-of-Care Analyzer Limitations

Point-of-care hematology analyzers may have limitations compared with laboratory-based analyzers. A study of the Hilab point-of-care hematology analyzer found that most handheld CBC devices commercially available show high prices and are not liable to calibration or control procedures, which results in poor quality compared with standard hematology instruments 22. Laboratories that use point-of-care analyzers should ensure that appropriate quality control procedures are in place.

Frequently Asked Questions

What is the difference between calibration and quality control in hematology?

Calibration establishes the relationship between the analyzer response and the concentration of the analyte being measured, using materials with known values. Quality control monitors ongoing analyzer performance by analyzing control materials with known values on a regular basis. Calibration is performed at installation, after major maintenance, or when quality control results show persistent problems. Quality control is performed daily or more frequently to detect errors before patient results are released.

How often should internal quality control be performed on a hematology analyzer?

Internal quality control should be performed at least once per day, and more frequently when the analyzer is used for extended periods or when there are changes in reagents or operating conditions. The frequency of quality control should be based on the analytical performance of the method, with lower sigma methods requiring more frequent control runs 7. Some laboratories run quality control at the beginning of each shift or after specific events such as reagent lot changes.

What are Westgard rules and how are they used in hematology quality control?

Westgard rules are a set of quality control rules used to evaluate control results and determine whether a run is accepted or rejected. Common rules include 1-2.5s, which rejects a run when one control value exceeds 2.5 standard deviations from the mean, and 1-3s, which rejects a run when one control value exceeds 3 standard deviations from the mean. The improved performance of modern analyzers allows the use of simple quality control rules 13.

What is six sigma metrics in hematology quality control?

Six sigma metrics is a quantitative framework for assessing analytical method performance and determining appropriate quality control strategies. The sigma value is calculated from the total allowable error, bias, and coefficient of variation of the method. A study found that sigma values greater than 6 for hemoglobin, total leukocyte count, and platelet count indicated excellent results requiring no modification in internal quality control, while sigma values between 3 and 4 for red blood cell count and hematocrit suggested the need for improvement in quality control processes 7.

What is moving average quality control and when should it be used?

Moving average quality control is a patient-based real-time quality control system that uses the average of patient results to monitor analyzer performance continuously 8. It is especially useful for trend monitoring, detection of small shifts after maintenance, and inter-analyzer comparisons 8. Moving average quality control should be evaluated for each parameter individually, as some parameters may not be suitable due to high variation or technical issues 8.

What should be done when hematology quality control results are out of control?

When quality control results are out of control, the laboratory should follow a structured troubleshooting process. The first step is to confirm that the out-of-control result is not due to a clerical error. The operator should then check the quality control material for expiration, proper storage, and adequate mixing, and check the analyzer for error messages and maintenance status. If the problem persists, the operator should run a fresh vial of quality control material and document all corrective actions.

How is verification different from calibration for hematology analyzers?

Verification is the process of confirming that an analyzer performs according to manufacturer specifications and laboratory requirements before it is used for patient testing. Verification includes precision, accuracy, comparability, carryover, background, and linearity 6. Calibration is a component of the broader quality control program that establishes the relationship between analyzer response and analyte concentration. Verification is mandatory before new analyzers may be used in routine clinical care 6.

What is repeat patient testing quality control and when is it useful?

Repeat patient testing quality control is an alternative method that uses excess matrix-specific samples instead of commercial quality control material 12. This approach is particularly useful in veterinary laboratories where quality control material for hematology is limited 12. The method involves analyzing patient samples in duplicate and monitoring the differences between results over time.

Related Diagnostic Guides

References and Further Reading

This article is educational and does not replace validated laboratory procedures, institutional biosafety review, manufacturer instructions, or professional interpretation.