| 1 |
Confirm the patient and specimen |
Use at least two patient identifiers and verify that the specimen type, collection time, and test request are appropriate. |
Record the identifiers used, specimen source, collection date and time, and any labeling or transport concerns. |
Patient misidentification, wrong-specimen testing, and unsuitable results. |
High |
| 2 |
Assess specimen quality |
Check for hemolysis, clotting, contamination, inadequate volume, leakage, delayed transport, or incorrect storage conditions. |
Document specimen-quality observations and whether the result was reported, qualified, rejected, or recollection was requested. |
Pre-analytical error and misleading laboratory findings. |
High |
| 3 |
Review the clinical question |
Identify the suspected condition, relevant symptoms, examination findings, risk factors, and reason the test was ordered. |
State the clinical question and explain how the result supports, weakens, or does not address the working diagnosis. |
Overtesting, inappropriate testing, and results taken out of context. |
Essential |
| 4 |
Check timing and biological variation |
Consider symptom onset, treatment timing, fasting status, menstrual or circadian variation, and the expected window for detection. |
Record the relevant timing factors and note whether early, late, or repeated testing may affect interpretation. |
False-negative, false-positive, or poorly timed results. |
Essential |
| 5 |
Use the correct reference information |
Interpret the value using the applicable reference interval, decision limit, patient age, sex where relevant, and specimen type. |
Record the reference interval or decision threshold used and identify any patient-specific adjustment. |
Incorrect classification caused by applying an unsuitable reference range. |
Essential |
| 6 |
Evaluate analytical reliability |
Review quality-control status, calibration, method limitations, report flags, detection limits, and measurement uncertainty when relevant. |
Document analytical limitations, amended reports, instrument flags, or consultation with laboratory professionals. |
Overconfidence in a result affected by method or measurement limitations. |
High |
| 7 |
Compare with previous findings |
Assess trends, clinically meaningful changes, prior diagnoses, treatment response, and possible differences between testing methods. |
Summarize the direction and significance of change rather than documenting isolated values only. |
Missing deterioration, improvement, or clinically important trends. |
Routine |
| 8 |
Correlate with examination and other tests |
Combine the finding with vital signs, imaging, pathology, microbiology, medication history, and relevant differential diagnoses. |
List the concordant and discordant findings and explain how conflicting evidence was reconciled. |
Premature closure and diagnostic error from relying on one result. |
High |
| 9 |
Address unexpected or critical results |
Verify unexpected values when appropriate, follow critical-result procedures, and communicate urgent findings to the responsible clinician. |
Record the result, verification steps, person notified, date and time, read-back when required, and follow-up plan. |
Delayed treatment, communication failure, and preventable patient harm. |
High |
| 10 |
Document the decision and follow-up |
Specify the diagnosis or working interpretation, action taken, patient communication, repeat-testing plan, and safety-net instructions. |
Use a clear, dated entry that links the result to the decision, responsible person, follow-up interval, and escalation criteria. |
Unclear accountability, lost follow-up, and inability to reconstruct clinical reasoning. |
Essential |