Regulatory round-up: Hands-on workshop for navigating common laboratory deficiencies in point-of-care testing

Course ID: 191308
6.0 ACCENT credits /6.0 CME credits
Sunday, July 26, 2026
All day course | 9 a.m. – 4 p.m. US Pacific Time
Anaheim Marriott (next to Anaheim Convention Center)

Deficiencies identified during accreditation inspections of point-of-care (POC) laboratories are often perceived as ‘negative’ or punitive. This course shifts that perspective, reframing deficiencies as critical opportunities for program improvement. This course is structured into Units, each focusing on common POCT deficiencies by topic area. We will provide a practical, hands-on approach to build awareness, enhance comprehension, and discuss effective strategies for resolving frequent laboratory deficiencies identified by regulatory and accreditation agencies. The course features interactive, “table team” activities to foster engagement and encourage active participation from all attendees, including those new to the field. Each Unit’s tabletop exercise is designed to: (1) simulate common POC testing inspection scenarios, (2) discuss optimal courses of action and effective pivoting strategies, and (3) promote collaborative problem-solving beyond ordinary deficiency resolution. Facilitated panel discussions will include real-world examples and relevant case studies.

Faculty

Moderator: Peggy Mann, MS, CPP, MT(ASCP), University of Texas Medical Branch
Jeanne Mumford, BS, MLS(ASCP), Johns Hopkins Hospital
Kathleen David, BA, MT(ASCP), TriCore Reference Laboratories
Milly Keeler, BS, MT(ASCP), Keeler Laboratory Consulting, LLC

Adding a ticketed event to an existing registration

To add a ticketed event to your existing registration, log in to the Registration Resource Center and update your registration. For questions about ADLM 2026 registration, please call 508‑743‑8506 or email adlm@maritz.com.

Course details

After participating in this course, participants will be able to:

Identify, interpret, and respond to common deficiencies cited by major regulatory bodies.
Apply strategies for inspection readiness through peer collaboration.
Discuss real life challenges for POC professionals related to building skills in solving technical problems as well as in soft skills such as organizational strategies.

(15 minutes) Welcome and introduction (Peggy Mann)

Ms. Mann will welcome participants, introduce faculty, and provide an overview of the agenda. This opening segment will include a brief review of using the ADLM Mobile app, with a few demonstration polls to familiarize participants with its functionality. Additional polling will be used to introduce faculty to the audience and to better understand participant roles and backgrounds.

Agenda overview & faculty introductions.
Review of the ADLM mobile app and icebreaker polls

(80 minutes) UNIT #1 Facilitated panel discussion: Deficiencies related to personnel and competency assessment (Peggy Mann)

Ms. Mann will serve as facilitator and primary presenter for this faculty panel discussion focused on deficiencies related to personnel and competency assessment. Discussion topics will include personnel qualifications and responsibilities across laboratory roles, strategies for assessing competency for waived and non‑waived testing complexity (including the six required components of competency assessment), documentation requirements for competency assessment, and written policies addressing failed competency and corrective action plans. Deficiencies related to PPMP personnel qualifications and responsibilities will also be addressed.

Facilitated faculty panel discussion and polling
Interactive Breakout using Unit 1 content

(85 minutes) UNIT #2 Facilitated panel discussion: Deficiencies related to analytic systems and quality management (Jeanne Mumford)

Ms. Mumford will facilitate this panel discussion and serve as the primary presenter. Discussion will focus on deficiencies related to quality management systems, including compliance with regulatory and accreditation requirements for quality assurance activities, documentation of compliance, error management, corrective action processes, and the importance of consistent follow up to ensure corrective actions remain effective.

Facilitated faculty panel discussion and polling
Interactive Breakout using Unit 2 content

(60 Minutes) Lunch break

(15 minutes) “Cultivating Contacts”

This interactive breakout session will provide participants with an opportunity to network and exchange contact information. Faculty will also review point-of-care testing resources, including professional organizations that support networking, education, and continued professional development.

(75 minutes) UNIT #3 Facilitated panel discussion: Deficiencies related to proficiency testing (Kathleen David)

Ms. David will facilitate this panel discussion and serve as the primary presenter. Discussion will focus on deficiencies related to proficiency testing, including consistent application of institutional policies, maintaining alignment with regulatory and accreditation requirements, challenges specific to POCT, documentation of investigations and corrective actions for proficiency testing failures, and management of alternative proficiency testing methods.

Facilitated faculty panel discussion and polling
Interactive Breakout using Unit 3 content

(75 minutes) Unit #4 Facilitated panel discussion: Practical solutions for POCT (Milly Keeler)

Ms. Keeler will facilitate this panel discussion and serve as the primary presenter. This unit will address a variety of operational challenges not covered in earlier units, including communication strategies such as navigating critical conversations and facilitating interdisciplinary point-of-care committees. Additional topics may include determining staffing needs, correction of test results (instrument versus manual entry), selection of quality indicators aligned with CAP standards, addressing demonstrated performance gaps such as operator testing errors, IT challenges including downtime, security, and cybersecurity, use of project management tools, selection of new instrumentation, and strategies for supporting direct care staff performing POCT.

Facilitated faculty panel discussion and polling
Interactive Breakout using Unit 3 content

(15 minutes) Closing and Q&A (Peggy Mann)

Ms. Mann will conclude the course with a summary of key take‑home messages and applicable action items. The session will close with an open question and answer period to address remaining questions and reinforce practical applications.

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