Education & Training

In the highly specialized field of Immunohematology, education is not a one-time event that ends with a college degree. It is a continuous operational necessity. The “Training” function in Laboratory Administration encompasses the onboarding of new staff, the ongoing development of existing staff, and the education of the future workforce (students). Effective training programs are directly linked to reduced error rates, improved employee retention, and enhanced patient safety

The New Hire Training Program (Onboarding)

Bringing a new laboratory scientist (MLS) into a Blood Bank is a significant investment of time and resources. The goal is to transition them from a “Novice” to a “Competent Practitioner.”

Phase 1: Orientation (The Basics)

  • Safety First: Before touching a specimen, the employee learns about Bloodborne Pathogens (OSHA), Chemical Hygiene, and Fire Safety specific to the lab layout
  • IT Systems: Accessing the LIS (Laboratory Information System). Learning how to log in, navigate the menus, and - crucially - how to look up patient history
  • Regulatory Overview: Understanding HIPAA (Privacy) and the specific accreditation standards (CAP/AABB) the lab follows

Phase 2: Modular Technical Training

Blood Bank training is usually broken down into distinct “benches” or modules. A checklist guides this process

  • Module A: Specimen Processing: Assessing suitability (hemolysis/labeling), centrifugation, and separating plasma
  • Module B: Routine Testing: ABO/Rh typing (Tube and Automation), Antibody Screening
  • Module C: The “Issue” Bench: Crossmatching, tagging units, dispensing blood to nurses, and handling coolers
  • Module D: Advanced Serology: Antibody Identification (Panel logic), Elutions, Adsorptions, and investigating Positive DATs
  • Module E: Component Modification: Thawing Plasma/Cryo, Irradiating units, Pooling platelets, Washing red cells

Phase 3: The “Mock” Shift & Evaluation

  • Before being released to work independently, the trainee often works a “shadow” shift where they do all the work while a senior laboratory scientist observes silently
  • Case Studies: The trainee is given “paper patients” with complex problems (e.g., a Warm Autoantibody) to see if they can theoretically solve the problem and select the correct blood, even if a real patient isn’t currently available

Continuing Education (CE) & Professional Development

Science evolves. New antibodies are discovered, new regulations are passed (e.g., TRALI mitigation strategies), and new technologies (molecular genotyping) are introduced

Mandatory vs. Voluntary CE

  • Mandatory: Regulatory agencies (CAP/Joint Commission) require annual training on specific topics: Fire Safety, Infection Control, and Sexual Harassment
  • Professional (Voluntary): To maintain ASCP certification (CMP), laboratory scientists need 36 hours of CE every 3 years. The administration supports this by:
    • In-Services: Short, 15-minute lessons during shift huddles (e.g., “Reviewing the new policy on RhIG administration”)
    • Webinars: Subscribing to educational platforms (e.g., MediaLab, CAP) that provide online courses
    • Journal Clubs: A monthly meeting where staff review a recent article from Transfusion or Vox Sanguinis and discuss its application to their lab

The “Super-User” Model

When a new analyzer is purchased, the vendor usually trains 1 or 2 “Key Operators” (Super-Users) extensively

  • Train-the-Trainer: These Super-Users then return to the lab and are responsible for writing the procedure and training the rest of the staff. This creates internal experts and leadership opportunities

Student Clinical Rotations

Most hospital laboratories serve as clinical rotation sites for laboratory scientist and MLT academic programs

Operational Impact

  • The Burden: Students require constant supervision. They cannot report results. This slows down the teaching tech
  • The Benefit: It is the primary recruitment pipeline. A student who has a good experience is likely to apply for a job post-graduation. They are already “pre-trained” on the lab’s specific culture and workflow

Structure of the Rotation

  • Bench Rotation: Students rotate through the same modules as new hires but often with more focus on manual methods (Tube testing) to reinforce theory
  • Assessment: The lab must provide the university with an evaluation of the student’s affective behavior (punctuality, attitude) and psychomotor skills (pipetting accuracy, grading reactions)

Remedial Training (Corrective Action)

Training is also the primary tool for fixing performance problems

  • Trigger: An error occurs (e.g., a proficiency testing failure or a near-miss operational error)
  • Root Cause Analysis: If the error was caused by a “Knowledge Deficit” (they didn’t know how) or “Skill Deficit” (they couldn’t do it physically), the solution is Retraining
  • Process
    1. Stop: The employee stops performing that task
    2. Review: Re-read the SOP
    3. Demonstrate: Watch the trainer again
    4. Practice: Perform under supervision until 100% accurate
    5. Document: A “Retraining Documentation Form” is filed in the personnel record. This protects the lab during inspections by proving the error was addressed

Competency Assessment as an Educational Tool

While CLIA mandates competency assessment for compliance (Pass/Fail), astute administrators use it for education

  • The “Teachable Moment”: If a laboratory scientist struggles with a specific part of the assessment (e.g., weak D testing), it highlights a gap in the general training program. The manager can then update the training materials for everyone to close that gap