Lab Medicine Rounds

In this episode of “Lab Medicine Rounds,” host Justin Kreuter, M.D., speaks with Jansen Seheult, M.B., B.Ch., B.A.O., M.D., assistant professor of laboratory medicine and pathology in the Division of Hematopathology, to discuss heterophile antibodies and HIL, which are considered by some to be analytical errors and by others to reflect patient-related pre-analytical variables.

Timestamps:
00:00 Introduction
00:40 Role of pre-analytical variables for coagulation testing
03:25 Common pre-analytical variables to be aware of
07:49 Medical community collaboration to mitigate patient-related issues
11:51  Share about an intervention that was tried and how that worked out
14:10 Future of coagulation testing
16:34 Outro

What is Lab Medicine Rounds?

A Mayo Clinic podcast for laboratory professionals, physicians, and students, hosted by Justin Kreuter, M.D., assistant professor of laboratory medicine and pathology at Mayo Clinic, featuring educational topics and insightful takeaways to apply in your practice.

- This is Lab Medicine
Rounds, a curated podcast

for physicians, laboratory
professionals and students.

I'm your host, Justin Kreuter,

a transfusion medicine pathologist

and assistant professor
of laboratory medicine

and pathology at Mayo Clinic.

And today we're rounding with Dr.

Jansen Seheult, Assistant
professor of laboratory medicine

and pathology in the division

of Hematopathology at Mayo
Clinic in Rochester, Minnesota,

to talk about pre-analytic variables

for coagulation testing.

Thanks for joining us today, Dr. Seheult.

- Thanks for having me, Dr. Kreuter.

- Hey, so why don't we
kick off with, you know,

for our podcast audience,
why is it important for them

to appreciate kind of the role

of pre-analytical variables
in coagulation testing?

- That's a good question.
So I think 20 years ago,

laboratory community

and patient facing clinicians

probably did not truly
understand the impact

of pre-analytic variables.

It took some seminal papers
with the Mario Banani in 1997

and then 2006 to show how
prevalent these errors were.

At that time, they were
done in stat lab testing,

and I think he, he quoted a figure like

4,000 parts per million.

If you do 1 million in
laboratory tests, 4,000

of them could have errors associated

with pre-analytic phase of testing.

And then when he followed that study up,

it decreased slightly,
but it never went away.

So what we've learned over
the last two decades is

that we can hone in the analytical phase

of testing quite well
through standardization

of our practices, advances in

instrumentation and methodologies.

But the pre analytical phase,

and to some extent, the
post analytical phase

remain a challenge to tackle.

And it is because it encompasses

so many human factors in the process

that we cannot fully automate.

Some of the more recent literature

and coagulation testing in
particular have cited figures

as high as 5% of all coagulation
testing being affected

by pre variables.

It is a bit challenging to
capture the full scale of this.

We can identify patterns in the lab

that we know are definitely,

or we are confident are
associated with pre variables.

My lasting concern has always been

what is the true extent
of what we do not detect?

And those are the subtle
patterns that might be associated

with a true clinical
phenomenon or it might not.

And that is all the more impactful

or problematic in a reference
laboratory test setting like

we have at Mayo Clinic, where
we do not necessarily get

information on the clinical
history, the medications

that the patient is on.

We do not know the provenance

of the specimen from
the time it was ordered

through the time that it
arrives at us, most likely

as an aliquot that is frozen.

So that's why it, it takes a
lot of education collaboration

to, to address or try to
begin to address this problem

of pre-analytic variables.

- Well, that's awesome. I
think you got my attention

with the prevalence.

And I love, I think I, I
really like this idea that,

you know, what is it that we
don't know that we don't know?

And your point's very
well taken that, you know,

these may be artifacts

or there may be things
yet to be discovered in,

in clinical coagulation.

Maybe can we kind of take a little bit

of a dive into maybe a
few of those, you know,

are there a few of the
common pre-analytic variables

that you're, that you've
talked about recently

that are podcast audience
might, should be aware of?

- Yeah, I, I like to categorize

or classify pre-analytic
variables into five pin buckets.

I call it the PC PST, Penta

patient Collection.

And then the last three,
processing storage

and transportation don't necessarily

happen in a single order.

And they can be duplicative process.

We could store a sample
multiple times along the chain.

So they're almost like
a cycle when it comes

to the most prevalent, I think
in the laboratory, we like

to think about things
that we can test for.

Hmm. So in the laboratory,
if you asked a trainee

what are some pre-analytic variables,

you're probably gonna hear
things like hemolysis, ictaurs, lipemia,

those are testable problems.

We have pre an check
modules that we can test

for those using different
light wavelengths.

In the grand scheme of things,

they probably are not the most prevalent.

I think patient related
factors are probably the most

prevalent throughout all
laboratory disciplines.

But in coagulation in particular,

when I say patient related,
I'm talking about medications.

Many patients who are
being tested for a bleeding

or thrombosing disorder
might be on an anticoagulant

or a procoagulant drug.

And those drugs can actually
influence the results

what we report from the laboratory.

There are also patient diseases

that might have an impact
on laboratory assays testing

for a different disease.

So, or, or even the same disorder.

So let's say a patient comes in

with acute venous thromboembolism.

Many professional
organizations have said that

that is not the right time to
be testing for thrombophilias

or prothrombotic states.

And that is because the clotting
cascade is disarrayed at

that point when the
patient has an acute clot

and you can have a, a decrease
in natural procoagulant

and anticoagulant factors.

So that's one case where if
you see a borderline abnormal

result, you don't know if it
is related to clot consumption

or if it's a true reflector of,

of the patient's underlying disease state.

If patients get thrombolytic
therapy, a clot buster drug,

you can see influences on

procoagulant factors
like fibrinogen factor

five and factor viii.

This is not an artifact,
this is a natural phenomenon

that is a consequence or
sequela of giving a treatment.

But we have to be cognizant

that if we request laboratory assays

for procoagulant factors, they
might be influenced by some

of these therapies or medications.

So I, I think the patient related factors

are probably the most prevalent.

And those are related
to the patient condition

or the, the medication.

One area that is, is kind

of pervasive throughout
laboratory testing is

did you order the right test

and also patient
misidentification problems.

I think those are big,
no-no from the point of view

of blood bankers and
transfusion medicine staff,

but it's, it's also a problem
from our point of view,

we don't have direct knowledge

of when those occur in
coagulation testing.

It's not like it's a
reportable event to the FDA

as the analogy with blood
banking or transfusion medicine,

but I, I presume that it
happens just as frequently.

So I think we need to have robust systems

deployed at the point of collection

to make sure those errors
aren't happening as well.

- Wow. I I really like
how you're, you know, one

of the things for our audience
to appreciate the perspective

that you're adding to us, right?

This idea of there's a lot of the things

that are maybe top of mind.

You're talking about lipemia,
hemolysis, these things

that are testable as you,
as you put it, right.

You know, these things
that we're aware of it

and that's why they're top of mind.

But highlighting that they're probably

not the most prevalent.

And then highlighting that there's several

talking about diseases, medications,

I certainly appreciate this challenge

of when somebody has an acute DVT, right?

That's when somebody
wants to do coag testing,

and I'm totally on board with,

that's probably not the ideal time.

That kind of maybe leads me
into my next question, which is,

you know, as you're
saying, these are things

that are a challenge to automate.

How do you, how could you
envision our medical community

kind of better coming together
to together to collaborate

to kind of mitigate some of these

patient related issues?

- Yeah, the, the medical
community probably needs

to be very, an expansive view of

what the medical community is
from allied health staff that

do phlebotomy

or specimen collection all the
way through laboratory staff

that can identify errors as they happen.

But I, I would premise

that the medical community
probably includes

industry partners as well.

So I, I think if we were to
tackle Pre-analytical variables, we have

to tackle it at each step
of process along the way

where an error can happen if
you look at the failure modes

of what a pre variable can cause.

So we, we are developing better systems

for patient positive
patient identification.

I think we have trained our
collection staff very well.

And, and, and that's a
testament to decades of efforts

and initiatives that went into education

and making sure people are aware

that positive patient
identification is critical

to providing an accurate laboratory

test result for a patient.

We also have to facilitate some of that.

So making sure that phlebotomy
stations are set up in a way

that, that are compatible

or commensurate with the

safety critical tests
that they're performing.

Sometimes we don't think of
phlebotomy as safety critical,

but if you're gonna act on
a laboratory test result, I,

I think that it is a safety critical

task that they're performing.

One shortcoming, I believe is that,

and this gets into physician
burnout slightly and,

and allied health staff burnout,

we would like more
information about the patient

when we receive a specimen
to perform testing.

There is always a trade
off between the physician

or allied health staff effort
that goes into populating

what our requirements might be

because they're dealing with
such a high volume practice,

they're collecting multiple specimens.

The person that is collecting
the specimen may not have

knowledge of the condition
that is important

to the laboratory and when
interpreting the results.

So that is a gap.

I don't think it is an
easy gap to address.

Maybe computerized physician
order entry has gotten us one

step further along the way
to, to addressing that.

But that has created more
administrative overhead, I think,

for physicians and allied
health staff as well.

So I think it probably is
contingent on pathologists

and laboratorians to
identify maybe the assays

or collection practices that where pre

variables may be most critical

and ask for key pieces of
information only for those,

or for a small set of assays.

I think you get buy in
a couple ways from that.

You, you are providing education

by telling people these are things

that might influence the result that and,

and the interpretation of
those results that we provide.

But you probably also encourage people

to start thinking about how these might

affect other assays as well.

And then I, I talked about
industry partnerships.

So I think some of that is, is creating

technology instrumentation
assays that are less susceptible

to pre-analytic variables.

We have some examples of
that in coagulation testing.

There have been a lot of efforts

to make ddi er assays less susceptible

to heterophile antibody interferences.

The, the, one of the challenges
in coagulation testing is a

lot of, of what we do
are functional assays

and they rely on a complex
interaction of multiple proteins

and enzymes along with the methodology

that we use to detect an endpoint.

So it is, it will remain a challenge

to address all the pre-analytic
variables, primarily

by optimizing or advancing the
science of coagulation assays

or instrumentation itself
without addressing all

of the steps that go before.

- Hmm. And with,

in your practice in this kind of building,

this collaboration, I
really like that you're kind

of broadening this out to who
is in the medical community

and really highlighting that.

'cause I think that probably
accurately ref reflects our

listenership, you know, are there ways

or things that you have worked on doing

and, you know, is there a,
a story that you can kind

of share about in an intervention

or something that was tried
and how that worked out?

- Specifically addressing a
pre-analytic variable? Yeah.

- Yeah.
- I, I can think of a couple,

I'll follow on the example I just

gave about d dimer testing.

So a lot of those new
methodologies are not available yet

for use in the United States
because they're not FD approved

or cleared, but they are
in use in, in Europe.

We have had to come up with workarounds

to addressing this d dimer,

heterophile antibody interference issue.

And it was a laboratory partnership

between our special coagulation lab

and the core clinical chemistry lab

because the chemists have
a long history of dealing

with heterophile antibodies.

They are the experts in this area.

I, I think it starts with

identifying that there might be a problem.

And many times in DDI er
testing that is a patient

who has had hundreds of thousands

of dollars spent on complex
radiographic workups

to explain a significantly elevated DDI er

without an explanation.

And then it takes an astute
clinician to identify, well,

could this be a pre analytical variable

that is in interfering
with the D dimer assay?

And that triggers, now we have
a, a, a stepwise algorithm

that we follow that includes
things like dilution studies,

testing with a second
method, try to test with

hetero vial blocking reagents.

So we've created a process
now for doing that,

but it starts with the astute clinician

identifying that there's a problem here

and that that process
we, we can't replace.

I, I think we, we need to
train more clinicians to try

to identify these issues
when they come up.

But that's where I think partnership

with patient facing
clinicians and laboratorians

and even within the
Department of Pathology

and lab medicine
collaborations among work units

or sections can, can
provide a lot of value.

- Yeah, I I love that you're
showing that example, you know,

that there are experts
within our community

and how we can go to the clinical chemist

and they can really inform

and help the coagulation laboratory out.

Right. The answers can sometimes
come within from within

- And you would be surprised.

Well, we were surprised to know
that they had very detailed

standard operating procedures
to deal with these issues,

but we sometimes live in
a silo where we don't know

what exists outside of that silo.

- Exactly. Wow.

So what do you think the, the future

of coagulation testing looks like?

You've kind of preempted
a little bit of this,

but maybe to kind of
wrap up this interview,

what do you think the future looks like?

- I think hemostasis testing

is heading towards genomic testing

and also proteomic mass
spectrometric based testing.

Whether the assays that we use
today will become antiquated.

I cannot predict that it is
likely that for the next 10

to 15 years, we will add to
the activity menu of assays

that we perform, but they
would supplement one another.

So you would start screening

with the functional coagulation
tests that we used today

and then reflex on to more esoteric,

potentially more costly assays.

Eventually, when the cost

of doing genomic testing
is less than the cost

of doing a panel of coagulation assays,

the calculus might change.

I don't know if that
will happen in my field.

It potentially could,

but one of the challenges to
recognize is that as we broaden

that activity menu, we
are now dealing with

a even more di diverse array

of pre-analytic variables
that we have to think about.

We work actively on developing
mass spectrometric assays

for antigen levels or coagulation factors,

or even for activity assays.

And we're learning every day

that the same pre-analytic variables

that might influence our
conventional coagulation assays

are not what you consider when you think

about a mass spec assay.

But there, there are unique considerations

for a mass spectrometric method.

And the same can be
said of genomic testing.

I think there are additional issues

that you have to think about.

Patient identification I think
is gonna be critical for all

of this and ordering the right test.

Those are two commonalities

that apply across all
of laboratory testing.

And when it comes to things like,

does a medication interfere

with a functional coagulation test,

that may not be an issue anymore.

If we are doing a mass spec
asay that's using a substrate

and the coagulation enzyme
is cleaving that substrate,

so the field is gonna change.

I don't know what adoption will look like,

and I don't know what the rate of

that change will look like,

but it's, it's actually an exciting time

to be in coagulation right now.

And, and we're trying
to implement procedures

and perform the correct validation
verification activity so

that we fully understand upfront I priori

what these pre-analytic variant might be

before we implement these assays.

- We're rounding with Dr.

Seheult talking about
pre-analytical variables

for coagulation testing.

I, I always appreciate your insights and,

and the perspective you
bring to this topic.

Thank you so much, Dr. Seheult. Thanks

- Very much for the opportunity.

- And to all of our listeners,

thank you for joining us today.

We invite you to share your thoughts

and suggestions via email
to MCL education@mayo.edu.

If you've enjoyed this
podcast, please subscribe

and until our next rounds
together, we encourage you

to continue to connect lab medicine

and the clinical practice through
educational conversations.