Principle | Procedures: | References:
Autologous/Directed Units procedure consolidates the processes involved in handling Autologous or Directed units. These processes are found in the more specific SafeTrace procedures, such as “Receiving a Delivery”, but are pulled together here for easy reference.
The Inventory module and the Patient/Order module interact with each other to track patients and their specific units. If all policies are followed correctly, SafeTrace will only allow the specified units to be issued for the designated patients. The process begins with a patient information sheet from the blood supplier notifying one of the UCL blood banks that a patient has donated blood for a future surgery. This patient information is entered into SafeTrace Tx so when the unit arrives and goes into inventory it can be linked to this patient. When the unit is received, it is entered into inventory and linked to the designated patient. When the patient arrives at the hospital for surgery, the PAAG bar for that patient indicates Autologous/Directed units are available and those units must be issued before a homologous unit.
A. The Supplier’s “coming” Autologous unit informational sheet arrives in Blood Bank, typically by FAX. The Blood Bank operator manually enters patient information from the Auto report into SafeTrace by choosing File (menu bar); New; Patient:
B. The Open Patient window opens:
C. Move the cursor to the Patient demographic area and enter any information known; click on “Query”.
a. If the patient is in SafeTrace, the information populates the lower grid. Click OK, the Patient Profile opens.
b. If SafeTrace doesn’t have any records that might match up based upon the Query information entered, the “Gnomatch” message appears:
1. Click on “OK” to acknowledge this message, and then click “NEW” to set up a new patient profile.
2. New Patient window opens:
3. Enter all information known. Visit information is not required for Autologous/Directed entries and should not be entered. (SafeTrace prompts the user to fill the required fields.)
Warning: Do not enter any information in the Current Visit Information unless the patient is currently in the hospital and the specified units are to be used immediately.
4. Click on “OK”. Patient Profile window opens.
D. Patient Profile
a. The patient is now registered in SafeTrace. Review all information for accuracy.
b. Edit Patient Comments
The Comments section is a free text window used to relay significant information pertaining to the patient. Whenever an Autologous/Directed informational sheet is received from the blood center, a comment must be entered. Any hints or testing problems are also entered as comments (e.g.: prewarm all tests; use Saline technique per Reference Lab, etc). End-date all comments no longer valid Patient Comments may be edited at any time, with or without patient work.
1. Go to Edit (menu bar); Edit Patient Comments:
2. The Patient Comments window opens:
3. Enter the description in free text (e.g. Autologous unit coming), then click on “OK”. The PAAG bar will now have a C instead of c.
Note: All Pre Admit Autologous/Directed entries need a Comment entered alerting users of Autologous/Directed units coming. This is the only warning that a patient has donated Autologous blood (or has a Directed unit coming) and it is not in our inventory.
4. Save the Autologous/Directed informational sheet in the designated area at the site as a reminder that Autologous or Directed units are requested for a specific surgery date.
A. Follow the procedure “Delivery, Receiving; Inventory Module: SafeTrace” to enter component information:
B. To link the unit to the specific patient place the cursor in the patient ID field, click Find and enter the patient’s name. Click query, select the correct patient and click OK. The patient name and SafeTrace number fills the grid.
Note: The patient must already be registered in SafeTrace to have a linked unit – see above.
C. Click OK to accept the unit and linked patient to the Components Received grid.
Warning: Some Auto units are delivered with a Biohazard notation attached to the unit and identified in the bar code. This information is automatically entered into SafeTrace and is part of the product profile. This initiates the need to override in product delivery, product selection and product issue.
D. The PAAG now shows a capital A to indicate an Auto unit is available or a capital D to indicate a Directed unit is available.
E. Complete the delivery and do the unit confirmation.
F. File the Autologous/Directed informational sheet for that unit and patient.
a. Attach the sheet to the crossmatch requisition upon completion of testing.
b. Investigate any sheet that is not associated with testing (e.g., surgery postponed or cancelled; crossmatches not ordered).
1. SafeTrace Tx Patient Order Training Manual. 04/03/2001
i. September 2003 M. Burger, N. Combs, S. Rodriguez
ii. August 2011 M. Burger, N. Combs, S. Rodriguez (Revised: II.1.A., C.a., b.3-4., D.b., 2.A-F.)