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Phlebotomy Charge Audit

I. PRINCIPLE:

This procedure delineates the process for auditing manually entered phlebotomy charges. Each site supervisor is responsible for making sure this procedure is executed daily and ensuring that the process used to gather and enter charges is efficient and thorough. The goal of the audit is to discover ways to improve the process of capturing charges such that the daily audit report is blank.

The program that populates the report matches phlebotomy charges and associated tests with the same “Ordered For” date and time, and phlebotomy charges having an “Ordered For” date that matches the “Collection Date” of associated tests. Any tests not having a corresponding phlebotomy charge are printed on the report.

The report will only audit charges 60 days in arrears, i.e. it does not access the archive database, if you need audit reports further back submit an LIS Request to the LIS Project Coordinator.

II. PROCEDURE:

  1. Run the Phlebotomy Charge Audit Report by choosing it from the Reports menu in CLICS.
  2. Enter the start and end date range, and the desired lab location being audited.
  3. Click the Retrieve button to display the data. Click either the Print button for a hard copy or the Export button to transfer to a file on the desktop.
  4. The person conducting the audit is to enter the missing phlebotomy charge, initial each line and note, on the report or attachment, why the charge was missed.
    Note: These comments are important because they will be used to improve the workflow and process.
  5. After all the missing charges are entered and notes have been made, the report is given to the site supervisor for review.
  6. The Site supervisor will review and annotate the completed report with any observations or suggestions for process improvement.
  7. Upon completion of supervisor review, the report is signed and sent to the Administrative Director.
  8. The Administrative Director will review the completed report, note the annotations and commentary and determine process improvements.
  9. The Administrative Director will sign the report and take the appropriate action to implement any process improvements.

       

    1. 2009 R. Theobald

       

Comprehensive Review:

       

    LIS Director:

    Technical Director/CIO:

Interim Review:
December 2010 A. Cone (no changes)
December 2011 M.A. Jotham (no changes)
March 2012 S. White (no changes)

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