LABORATORY MANAGEMENT MIDTERMS TOPIC 1. HUMAN RESOURCE MANAGEMENT Lecturer/s: Ms. Angela dela Peña, RMT FULL TRANSES MASTERLIST: https://bit.ly/masterli_st HUMAN RESOURCE MANAGEMENT Deals with formal systems for managing people at work ● Demand forecasts: how many and what types of people are needed ● Labor supply forecasts: how many and what types of people are available ● Reconciling supply and demand JOB DESCRIPTION JOB SPECIFICATION Summary of what an Statement showing what a employee will do after person MUST possess for getting selected. getting selected. SAMPLE JOB DESCRIPTION OF A MEDICAL TECHNOLOGIST ● Assists the clinic physician in making a medical diagnosis by accurately performing and reporting all in-house laboratory testing procedures and obtaining necessary specimens for reference laboratory testing, as required. ● Ensures accurate lab testing by personally drawing specimen from patients and/or by giving clear, precise Instructions to patients for self-administered lab tests ● Enhances the efficiency and accuracy of lab testing by maintaining adequate laboratory supplies, by keeping equipment in operational condition and by maintaining a clean and orderly laboratory work area ● Assists in the preparation of monthly statistical reports by keeping accurate records on all laboratory procedures performed. ● Maintains quality assurance of the laboratory by performing proficiency testing SAMPLE JOB SPECIFICATION FOR MEDICAL TECNOLOGISTS ● A Degree in Bachelor of Science in Medical Technology Professional License from Professional Regulatory ● Commission Note: Some labs may specify that you should be living or must be willing to work in a certain area ● For higher positions like section head or chief medical technologists, additional specifications may be required: o Years of experience o Necessary training/s RECRUITMENT INTERNAL ➔ From existing employees o Promotions can encourage employees EXTERNAL ➔ can inspire innovation ● Made by Miguel Astronomo · · · SELECTION · Internet: company websites, job boards Employee referrals, newspapers, job fairs Word-of-mouth Applications/resumé provide background information Interviews · o Structured: same question/s per applicant o Unstructured REFERENCE CHECKS Contact references · Former employers/schools · TRAINING Teaching lower-level employees how to perform · the job Goal: Familiarize new employees with the job, · the work units, and the organization in general DEVELOPMENT Managers/professional employees gain needed · broader skills Sending them to trainings, seminars, workshops · ASSESSMENT OF JOB PERFORMANCE WHAT? · o Traits: numerical scale (1-5); ambiguous and subjective o Behavior o Results: production data WHO? · o 360-degree appraisal for fuller picture of strengths and weaknesses o Subordinates, peers, outsiders, superiors SCHEDULING assigning employees to work-specific hours, · departments, or tasks full-time (40 hours a week) · part-time (8-32 hours a week) · per diem (reliever/on-call) · Considerations when making the lab schedule: · personal requests, official business, religion (SDA) 8/80 WORK RULE 40-HOUR WORK WEEK ● 1 day: 3 8-hour work ● Shift: any number of shifts hours ● Shorter shifts, more ● Longer shifts, less days days of duty of duty Page 1 of 1 LABORATORY MANAGEMENT MIDTERMS TOPIC 2-3. LABOR RELATIONS AND STANDARDS, LABOR LAW COMPUTATIONS Lecturer/s: Ms. Angela Dela Peña, RMT, Mr. Christian John Villahermosa, RMT, MSMT FULL TRANSES MASTERLIST: https://bit.ly/masterli_st LABOR is a contract between two entities; the employer and the employee ● The employer needs the employee in order to sustain the business/ corporation or any form of enterprise ● The employee needs the employer to survive because of the wages and salaries they will receive EMPLOYER-EMPLOYEE RELATIONSHIP ➔ If you are an employee, you must enjoy benefits which vary from company to company ● You have to be proven so you cannot be fired without due process Four-fold test ➔ The Labor Code of the Philippines presented four criteria: Selection and engagement of the workers ● ○ If you were selected, then you are the employee ○ The one who does the hiring is the employer ○ One proof that you are selected or engaged; is you have an ID of the organization bearing your face and name - basic evidence or proof ● Payment of wages ○ If you are part of the payroll, and are receiving wages or salaries every month – you are considered an employee ○ The one doing the paying is the employer ● Power of dismissal ○ It may be stipulated in some contracts that say ‘your services will only be up to this point in time,’ or whether your services may be terminated because of certain reasons/causes; then you are an employee ○ The one who has the power to dismiss you within valid grounds is the employer ● Power to control the workers' conduct ○ Refers to existence of power and not necessarily to the actual exercise thereof ○ Control in the sense that the employer has the control over the means and the ends of the job or occupation; ■ For example; You are given a schedule before a semester starts, and you have to report on those times; because this is one way of the employer controlling your job ■ As an employee you have to work on these hours and doing nothing except working on these hours ■ The power to control refers to the existence of power, not necessarily the actual exercise of Made by Miguel Astronomo the power ; the employers will not monitor your work every minute – being able to control is sufficient enough ➔ If you think you were terminated without due process; and your employer says that your termination was valid because you are not an employee–if you can present proof that you were selected or paid – you were controlled in a certain manner, you can win your case ● The benefits you will enjoy is important HOURS OF WORK ● All time during which an employee is required to be on duty or to be at the prescribed workplace ● General Rule: 8 hours a day for 6 days a week ○ Most company workers work Monday-Sunday with Sunday as a day off ● Exception: Health personnel who hold regular office hours for 8 hours a day for 5 days a week ○ Health workers have shifting schedules; some work at night, some in the afternoon, the minimum required days per week is just 5 days ● Rest period of short duration: counted as hours worked (coffee break, meal period < 1 hour) ○ Your employer could not say you should extend your work due to your coffee break – any rest period of short duration less than 1 hour can be counted as work, as long as you are in your workplace NIGHT SHIFT DIFFERENTIAL ● ● ● At least 10% of regular wage for each hour of work between 10:00 pm to 6:00 am Can be enjoyed by personnel /workers who are working at night Humans are biologically hardwired to sleep at night; but since many occupations require work at night, there is an additional payment OVERTIME WORK ● ● ● Work performed beyond 8 hours a day ○ Payment of overtime varies from day to day Additional compensation ○ Regular day: no. of hours in excess of 8 hours (125% * hourly rate) ○ Holiday or rest day: no. of hours in excess of 8 hours (130% * hourly rate) Any work done beyond 8 hours is considered overtime; you have to be paid – failure to being paid, you have grounds to complain 1 COMPULSORY OVERTIME WORK ● ● ● ● ● If the country is at war or when there is a declaration of national or local emergency To prevent loss of life or property, or in case of imminent danger to public safety caused by accidents, fire, floods, typhoons, epidemic, or other disaster or calamities When there is urgent work to be performed on machines, installations, or equipment to avoid serious loss or damage To prevent loss or damage to perishable goods Completion of work is necessary to prevent serious business loss MEAL BREAK ● ● ● Not less than 60 minutes time-off for regular meals The 8-hour work period does not include the meal break May be taken outside company premises REST DAY ● ● ● Duty of employer: 24 hours rest period after every 6 consecutive normal work days ○ Employer shall respect the preference of employees as to their weekly rest day when such preference is based on religious grounds HOLIDAY PAY Work on special holiday: (daily rate * 130%) Work on regular holiday: (daily rate * 200%) 7 days with full pay for the first 4 deliveries (or any miscarriage) of the legal spouse with whom he is cohabiting SECURITY OF TENURE "A regular employee shall remain employed unless his or her services are terminated for just or authorized cause and after observance of procedural due process." TERMINATION OF EMPLOYMENT ● Balancing of interests in disciplinary cases Labor's interests: right to labor and due ○ process ○ Management's interests: promulgation of rules and regulations and enforce and implement them for efficient business operations ● May be due to: ○ JUST CAUSES: act or omission by the employee ○ AUTHORIZED CAUSES: exercise of management's prerogative ● Twin requirements ○ Due process Valid cause ○ ■ Without these two, the dismissal is illegal ○ JUST CAUSES ● WHAT ARE THE REGULAR HOLIDAYS? As provided by RA 9849 ● New Year ● Maundy Thursday and Good Friday ● Araw ng Kagitingan ● Labor Day ● Independence Day ● National Heroes Day ● Bonifacio Day ● Eid'I Fitr ● Eid'I Adha ● Christmas Day ● Rizal Day ● 13th MONTH PAY PD 851: 1/12 of an employee's basic annual salary ○ May be given in 2 installments (May and December) FORMS OF PAYMENT "No employer shall pay the wages of an employee by means of promissory notes, vouchers, coupons, tokens, tickets, chits or any object other than legal tender, even when expressly requested by the employee." MATERNITY/PATERNITY LEAVE ● In service for at least 6 months ● RA 11210: 105 days leave with pay + an option to extend for 30 days without pay (single parent: additional 15 days with pay) ○ Miscarriage or emergency termination of pregnancy: 60 days ● Paternity leave (RA 8187) ● Made by Miguel Astronomo ● SERIOUS MISCONDUCT Serious; related to performance of duties; ○ must show that the employee has become unfit to continue working for the employer ○ Examples: ■ Falsification of time records ■ Moonlighting – serving two jobs at the same time ■ Theft of company property ■ Fighting within company premises WILLFUL DISOBEDIENCE/INSUBORDINATION ○ Willful/intentional; characterized by a 'wrongful or perverse attitude'; order violated must be reasonable, lawful, and made known to the employee; must pertain to the duties he had been engaged to discharge ○ Can employees refuse to comply with company rules and regulations by challenging their reasonableness? ■ 'NO. It is impermissible to suspend enforcement of the orders or rules until their legality or propriety shall have been the subject of negotiation, conciliation, or arbitration' (GTE Directories Corp v. Sanchez) GROSS NEGLIGENCE AND HABITUAL NEGLECT OF DUTIES ○ GN: absence of care in the performance of duties ○ HND: repeated failure to perform one's duties ■ Must not only be gross but habitual; a single isolated act is not 2 ● ● ● habitual (National Bookstore v. CA) ○ Examples: ■ Absenteeism (requires warnings) ■ Abandonment of work FRAUD AND LOSS OF TRUST AND CONFIDENCE ○ Employee holds a position of trust and confidence; there must be an act that would justify the loss of trust and confidence ○ Positions of trust ■ Managerial employees ■ Cashiers, auditors, property custodians, etc. handling money or property COMMISSION OF A CRIME OR OFFENSE BY THE EMPLOYEE AGAINST THE PERSON OF HIS EMPLOYER OR IMMEDIATE MEMBER OF HIS FAMILY OR DULY AUTHORIZED REPRESENTATIVE ○ 'Conviction of an employee in a criminal case is not indispensable to warrant his dismissal' (Mercury Drug v. NLRC) OTHER ANALOGOUS CAUSES ○ Attitude problem 'Without the necessary teamwork ■ and synergy, the organization cannot function well' (Heavylift Manila v. CA) ● ● OTHER CAUSES FOR TERMINATION ● ● ● REDUNDANCY ○ Services of an employee are in excess of what is reasonably demanded 'The employer has no legal obligation to ○ keep in its payroll more employees than are necessary for the operation of its business' (Wiltshire File Co. v. NLRC) ○ Requisites for a valid redundancy program ■ 1 month written notice to employees and DOLE ■ Separation pay (1 month per year of service) ■ Good faith in abolishing redundant positions ■ Fair and reasonable criteria in ascertaining redundant positions: efficiency, seniority, less preferred status RETRENCHMENT ○ dismissing employees to avoid or minimize losses (must be done BEFORE the losses anticipated are actually sustained) ○ Requirements for valid retrenchment ■ Done to prevent business losses ■ Written notice to employees and DOLE at least 1 month prior to the intended date of retrenchment ■ Separation pay to employees ■ Done in good faith ■ Fair and reasonable criteria to ascertain who would be dismissed (last in, first out) Made by Miguel Astronomo Failure of the probationary employee to qualify as a regular employee Totality of infractions doctrine Procedural Due Process ● ● ● AUTHORIZED CAUSES ● CLOSURE OF THE COMPANY ○ May be partial or total In good faith ○ ○ 1 month written notice to employees and DOLE ○ Separation pay needed, except in cases of serious business losses DISEASE OR ILLNESS ○ Continued employment is prohibited by law or prejudicial to his health or the health of his co-employees ○ Medical certificate NEEDED: disease can't be cured within 6 months even with proper medical treatment ○ 1 month written notice to employee and DOLE ○ Separation pay ● ● ● ● ● ● ● ● Notice of appraisal: specifying the grounds of termination giving time to employee to rebut Hearing or conference Notice of termination: after considering all circumstances What if there was no Due Process? No due process Authorized causes: P 50,000 damages Just causes: P 30,000 damages Questioning the Legality of Dismissal Substantive grounds ○ Absence of a just or authorized cause supporting the dismissal Procedural grounds ○ Failure of the employer to give the employee an opportunity to explain his or her side THE EMPLOYER has the DUTY to prove the dismissal is valid TERMINATION BY EMPLOYEE Written notice at least 1 month in advance No written notice: ○ Serious insult by the employer ○ Inhuman and unbearable treatment ○ Commission of a crime or offense by the employer against the employee 3 LABOR LAW COMPUTATIONS NIGHT SHIFT DIFFERENTIAL/NIGHT PREMIUM ● Rule: At least 10% of regular wage for each hour of work between 10:00 pm to 6:00 am ● Example: ○ Hourly rate: Php 100 ○ Shift: 11 PM- 7 AM (8 hours) ● Question: How much is the TOTAL salary on that shift? Computation ● Compute for the total wage: 100 x 8 = 800 ● Count the number of hours covered by the night premium: 7 (only 11 PM to 6 AM is covered) ● Compute for the salary for the 7 hours covered by law: 100 x 7 = 700 ● Compute for the 10% of the hours covered by law: 700 x 0.10 = 70 ● Add the total wage plus the 10% of hours covered: 800 + 70 = Php 870 OVERTIME PAY(REGULAR DAY) ● Rule: no. of hours in excess of 8 hours (125% * hourly rate) ● Example: ○ Hourly rate: Php 150 ○ Shift: 7 AM - 3 PM (8 hours) ○ Overtime shift: 3 PM - 5 PM (2 hours) ● Question: How much is the TOTAL salary on that shift? Computation ● Compute for the total salary on the original shift first: 150 x 8 = 1200 ● compute for the overtime pay following the rule on labor law: 2 (1.25 × 150) = 375 ● Add the salary of the original shift and the overtime pay: 1200 + 375 = Php 1575 HOLIDAY PAY ● Rules: ○ Work on special holiday: (daily rate * 130%) ○ Work on regular holiday: (daily rate * 200%) ● Example ○ Hourly rate: Php 350 ○ Shift: 2 PM to 10 PM ● Question: How much is the TOTAL salary on that shift if the shift falls on a holiday? Computation ● ● ● ● ● ● SEPARATION PAY Rule: 1 month pay per year of service Example ○ Monthly salary: Php 13,000 ○ Years of service: 11 ○ Php 13,000 x 11 = Php 143,000 (separation pay) If regular holiday: ○ Daily rate: 350 × 8 = 2800 ○ Labor law formula: 2800 x 2 = Php 5600 If special holiday: ○ Daily rate: 350 × 8 = 2800 ○ Labor law formula: 2800 x 1.3 = Php 3640 13TH MONTH PAY Rule: 1/12 of an employee's basic annual salary (may be given in 2 installments) Example: ○ Basic annual salary: Php 195, 888/12 = Php 16,324 ○ If 1 installment: Php 16, 324 ○ If 2 installments: Php 16, 324/2 = Php 8,162 ■ Php 8,162 in May and Php 8, 162 in December Made by Miguel Astronomo 4 LABORATORY MANAGEMENT MIDTERMS TOPIC 4. LEADERSHIP AND COMMUNICATION Lecturer/s: Ms. Angela Dela Peña, RMT FULL TRANSES MASTERLIST: https://bit.ly/masterli_st DIMENSIONS OF LEADERSHIP Leadership is a multifaceted concept that can be understood and analyzed from various dimensions THEORIES ON MOTIVATION There are different leadership theories, styles, and models because each one of us have different personalities, upbringing, etc – that alone explains why dimensions of leadership is not mutually exclusive 1. 2. 3. Leadership Quality ➔ some seem to be effortless at it while others have to work at it a. Intrinsic aspect of internship; specific attributes, traits, and characteristics that individuals possess Opportunity ➔ chance to demonstrate leadership a. What opportunities do you recognize or create to benefit the organization Context ➔ the benefit of a favorable context is always a PLUS a. the specific environment, circumstances and conditions in which leadership occurs b. If you are the effective leader, you will recognize that leadership is not a ‘one-size-fits-all’ approach; there’s no absolute formula to solve things or solve problems in which as a leader, you have be context-aware; you have to be flexible, responsive and strategic in addressing the unique challenges and opportunities of the organization FOUNDATION ➔ Trust ● Without trust, it is challenging for a leader to gain the confidence and support of their followers ● it is never that easy to trust a leader; you have to EARN it ● How do we earn the trust of the people? ○ Building honesty, integrity, consistency and the ability to keep promises ○ As soon as you earned the trust of the people–you can use it as an influecne to inspire, guide BOTTOMLINE ➔ Influence PRICE TAG OF LEADERSHIP ➔ Self-discipline MOTIVATION ● The process of stimulating people to actions to accomplish the goals TWO TYPES ● Intrinsic: personal satisfaction of the work itself ● Extrinsic: rewards linked to job performance (not sufficient in the long run) Made by Miguel Astronomo HIERARCHY OF NEEDS by ABRAHAM MASLOW ● ● ● ● ● Physiological needs - for survival Safety needs - physical safety, financial security, health and wellbeing and stability Belongingness and love needs - social needs [interpersonal relationships] Estem needs - individuals need self esteem and recognition from others Self actualization - our desire to become the best version of ourselves and our full potential ○ Personal growth, creativity, autonomy and purpose ERG THEORY by CLAYTON ALDERFER ● ● ● Existence: material requirements for survival Relatedness/Relationships: people's desire for social support, interpersonal relationships, and favorable recognition Growth: intrinsic desire to use and develop one's talents MCCLELLAND'S NEEDS (THREE NEEDS THEORY) by DAVID McCLELLAND 1 ● ● ● Achievement: drive to accomplish things Affiliation: desire to be liked by others and receive social approval and close interpersonal relationships Power: desire to influence or control other people TWO-FACTOR THEORY by FREDERICK HERZBERG The goal of this design is to reduce monotony and increase variety in the work - so employees are efficient in working ➔ Leads to higher job satisfaction and motivation 2. JOB ENRICHMENT ➔ Redesigning jobs in a way that increases the opportunities for the worker to experience feelings of responsibility, achievement, growth, and recognition. ➔ Make the job more challenging and fulfilling by proving employees with opportunities for skill development, greater autonomy in decision making, and a sense of ownership over their work 3. JOB ROTATION ➔ Moving a trainee from department to department to broaden his or her experience and identify strong and weak points to prepare the person for an enhanced role with the company ➔ Periodically moving employees from position to position through different roles within the organization ➔ This provides employees a broader prospective of the organization; this would prevent job stagnation or burnout –employees are not bored GOAL-SETTING THEORY by EDWIN LOCKE ● ● Specific and challenging goals along with appropriate feedback contribute to higher and better task performance. Goals indicate and give direction to an employee about what needs to be done and how much efforts are required to be put in. EQUTY THEORY by JOHN STACEY ADAMS ● ● BLAKE-MOUTON’S MANAGERIAL GRID calls for a fair balance to be struck between an employee's inputs (hard work, skill level, acceptance, enthusiasm, and so on) and an employee's outputs (salary, benefits, intangibles such as recognition, and so on) employees are not motivated, both in relation to their job and their employer, if they feel as though their inputs are greater than the outputs EXPECTANCY THEORY by VICTOR VROOM Motivation is influenced by an individual’s belief that their effort will lead to performance, which will lead to outcomes which are valuable to them. ● The effort put forth on a task will be determined by the value the person places on the task and on the belief that he or she can perform the task ● Explains why some people do the minimum necessary while others give their all JOB DESIGN refers to the process of structuring and organizing tasks, responsibilities, and roles within a job or position ● with a proper job design, it can significantly impact employees’ motivation, engagement and overall satisfaction THREE COMMON APPROACHES TO JOB DESIGN 1. JOB ENLARGEMENT ➔ Assigning workers additional same level activities, thus increasing the number of activities they perform. ➔ Expanding the scope of a job by adding tasks or responsibilities at the same level of skill and responsibility ● Made by Miguel Astronomo ● ● ● ● ● Serves as a tool for leaders and maangers to assess their leadership style and identify areas for improvement Emphasizes the concern for production and concern for people Concern For Production - x-axis ○ Leaders focus on achieving organizational goals, task accomplishment and productivity ○ example: Leaders who score on this dimension are task-oriented, results-driven, they prioritize achieving the objectives and meeting deadlines Concern For People - y-axis Country club management (1,9) 2 leader lays more emphasis on the personal needs of the subordinates and give less attention to the output and comfortable working ○ friendly environment Task/produce-or-perish management (9,1) ○ leader is more concerned with the production and lay less emphasis on the personal needs of his subordinates ○ the output in the short run may increase drastically, but there could be a high labor turnover Impoverished management (1,1) ○ minimal concern for both the people and production (laissez- faire) ○ function merely to preserve their jobs and seniority Team management (9,9) ○ most effective leadership style wherein the leader takes both people and production hand in hand Middle of the road (5,5) ○ leader focuses on an adequate performance through a balance between the work requirements and satisfactory morale • the organization land up to an average performance JOB SATISFACTION the degree to which individuals feel positively or negatively about their jobs Common causes of job dissatisfaction (Forbes) ○ Micromanagement: no autonomy ○ Lack of progress: employees want to feel the work matters ○ Job insecurity: unstable companies ○ No confidence on leaders ○ Lack of recourse for poor performance ○ Poor communication ○ Unpleasant coworkers ○ Boredom: no fulfillment FRAMEWORK OF JOB DISSATISFACTION Exit: leaving the organization Voice: active and constructive attempt to improve conditions (discussions, suggestions, union activity) Loyalty: passively but optimistically waiting (speaking up and trusting the management) Neglect: passively allows conditions to worsen (absenteeism, lateness, reduced effort, increased errors) COMMUNICATION Collection and management of information from one or more sources and the distribution of that information to an audience COMMUNICATION BARRIERS Filtering ○ Planned operation of information to make it more favorable to the receiver ○ individuals want to protect themselves Selective perception ○ Receiving communication is selected by the receiver depending on their background, experience, needs, or motivation ○ ● ● ● ● ● ● ● ● ● ● ● ● ● Made by Miguel Astronomo ● ● ● ● ● ● ● ● ● ● ● ● ● Information overload ○ The receiver can't understand the message to the massive amount of information Emotions ○ The emotions of the receiver during the relay of information can affect the transmission (happy, sad, afraid Language ○ Words have different meanings to different people (cultural background) Physical barrier ○ Noise, distance, improper time Personal barrier ○ Attitude of superiors, ignoring the juniors, poor listening skills, egotism IMPROVING COMMUNICATION 2-way channel ○ involves a dialogue between the sender and receiver Clarity of the message Speed of transmission Positive attitude Open mind Effective listening Mutual understanding Effective feedback 3 LABORATORY MANAGEMENT MIDTERMS TOPIC 5. CONTROLLING Lecturer/s: Ms. Angela Dela Peña, RMT, Mr. Christian John Villahermosa, RMT, MSMT FULL TRANSES MASTERLIST: https://bit.ly/masterli_st CONTROL PROCESS ○ Example: rent ➔ Note: the goal is to produce as much as possible from fixed costs to achieve economic scale ● One-time operating costs ○ One-time use only; once used, the item has no further value ○ Reagents, electricity, disposable pipets, salary expense ● Capital items ○ Have a useful life greater than one production cycle ○ Must have a useful life of longer than 1 year ○ Example: machines ○ Note: with time, capital items lose their value (depreciation) EQUIPMENT COST PER TEST ● Costs associated with a test procedure TYPES OF CONTROL Where: E: cost of equipment L: useful life of the equipment M: annual maintenance cost A: annual test performed EXAMPLE ● ● ● ● ● DEFINING AND IDENTIFYING COSTS Direct costs Expenses that can be easily be traced ○ directly to an end product Reagents, consumables, time of the ○ MedTech Indirect costs ○ Not directly related to a billable test but are necessary for its production ○ Proficiency testing, utility expenses Variable costs ○ Change proportionately with the volume of tests ○ Example: reagent costs (the more reagent you use, the more you spend) Fixed costs ○ Do not change with the volume of tests performed Made by Miguel Astronomo ● ● Machine A costs PHP 750,000 with a useful life of 5 years. It can perform up to 5,000 tests a year and has a maintenance cost of PHP 50,000 annually. How much is the equipment cost per test? Answer: PHP 40 ● BREAKEVEN POINT The production level at which total revenues equal total expenses Determining the breakeven point - r: revenue/test v: variable cost ● 1 - x: breakeven point f: fixed cost c: net income (0) EXAMPLE Given the following: ● R: PHP 20/test ● V: PHP 10 ● F: PHP 280 ● ● ● ● ● 20×= 10× +280 +0 20x-10x= 280 10х= 280 x= 28 28 tests to reach the breakeven point ● PAYBACK PERIOD The length of time required for an investment's net revenue to cover the cost of the initial investment EXAMPLE ● ● Price of the machine: PHP 870,000 Annual income of the machine: PHP 1,400,000/year = : 0.62 year or 7.5 months or 224 days (given1 month=30 days) ● ● ● INFORMATION MANAGEMENT Application of management techniques in the collection, communication, processing, and preservation of data or information Management of data: both incoming and outgoing patient information May be paper-based, computer-based, or a combination of both REMEMBER ● data, in particular test results, are the final product of the laboratory ● Need: effective information management system in place in order to achieve accessibility, accuracy, timeliness, security, confidentiality, and privacy of patient information LABORATORY INFORMATION SYSTEM ● ● HOSPITAL INFORMATION SYSTEM LIS is part of HIS ● ● UNIQUE IDENTIFIERS Patient identifiers: unique identifiers upon admission to be used upon the duration of the hospital stay ○ A patient may get a new number every admission or a permanent number may be assigned to the patient to be used in every admission ● Sample identifiers ○ For tracking in the laboratory; the unique number will need to be used on all aliquots of the sample, on the request form, the laboratory register or log, and the result sheet ○ Example: 0405130047 ○ Sample # 47 received on April 5, 2013 TEST REQUEST FORMS, LOGS, AND WORKSHEETS ● Standardize the test form: should indicate all information that needs to be provided when ordering and submitting a test request, and sufficient space for recording the information ● Ensure the request form is completed ● Easy for errors to occur ○ Manual transfer of data from forms to logs, keyboard electronic entry, or transcriptions from worksheets to reports ○ Suggestion: 2 people must review the data for accuracy ● ● ● ● ● ● ● ● ● ELEMENTS TO CONSIDER ● ● ● ● ● ● unique identifiers for patients and samples standardized test request forms (requisitions) logs and worksheets checking processes to assure accuracy of data recording and transmission protection against loss of data protection of patient confidentiality and privacy Made by Miguel Astronomo effective reporting systems effective and timely communication ● ● ● ● ● REPORT SYSTEMS Product of the laboratory: test results should provide all information needed by the health care provider or the public health official using the data, and include any comments that are appropriate, such as "sample hemolyzed" or "repeat sample." COMMON PROBLEMS incomplete data for test interpretation, or insufficient or illegible identification forms that are inadequately designed to meet laboratory and client needs standardized forms prepared by others may not be suitable for all laboratories inability to retrieve data due to poor archiving processes or insufficient backup of computerized information poor data organization, which may hinder later data analysis efforts to meet research or other needs incompatibility between computerized information systems and equipment or other electronic systems, resulting in problems with data transmission MANUAL PAPER-BASED SYSTEMS Financial constraints may require that a laboratory use a manual, paper-based system for all its information management Samples: manual registers, logbooks, and worksheets practical to use and easy to complete make it easy to find the data make summarizing data and writing reports easier 2 ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● 1. 2. 3. 4. 5. 6. 7. 8. DATA ENTRY In manual entries, it is important to emphasize to staff that all data entry must be complete. A computerized system usually requires ○ that all "essential fields" contain data, but in handwritten records there is no check on this point. LEGIBILITY AND HANDWRITTEN REPORTS Illegible writing may be a problem, but it must be addressed; emphasize to employees the importance of legibility When handwritten reports are issued, the laboratory needs a copy for its files or archives. Not having an exact copy of the report can lead to later problems, if errors in transcription occur. STORING PAPER-BASED MATERIALS keep everything, but develop a system for when and how to discard (for example, after the appropriate established retention time, shred records to maintain patient confidentiality) ensure easy access to information by those who need it use a logical system for filing use numbers to help keep things in chronological order use a storage area that will protect against water, fire, humidity, and vermin as much as possible COMPUTERIZED LIS: ADVANTAGES Error reduction Quality control management Provisions of options for data searching Access to patient information Generate reports Ability to track reports Ability to track and analyze trends Improved capability for maintaining patient confidentiality Financial management Integration with sites outside the laboratory Manufacturer-provided training COMPUTERIZED LIS: DISADVANTAGES Training Time to adapt to a new system Cost (buy or rent a license) Physical restrictions Need for back-up systems KEY STEPS ON LAB INFORMATION FLOW Register patient: patient record (ID#, name, sex, age) must be created in LIS before tests can be ordered; the LIS receives these data when the px is admitted Order tests: the physician enters the test in the HIS and sends to the LIS Collect sample: use barcode Receive sample: scan barcode on the sample containers Run sample: the analyzer will scan and read the barcode Review results Release results: transmitted to the HIS Report results: physician views the result on the HIS Made by Miguel Astronomo 3