clinical case management and nc lead...2020/04/05  · testing and follow -up schedule for that risk...

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Melanie Napier (919) 707-5861 [email protected] NC Childhood Lead Poisoning Prevention Program Clinical Case Management and NC LEAD

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Page 1: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Melanie Napier (919) [email protected] Childhood Lead Poisoning

Prevention Program

Clinical Case Managementand NC LEAD

Page 2: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Statewide web-based systemClinical and environmental case management

Page 3: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Who should be tested and when?

Children ages 1 and 2, at well-child visits** Required for Medicaid-enrolled

AdopteesAt initial assessment

Refugees, ages 6 months to 16 yearsAt initial assessment and 3 months after

placement in housing

Page 4: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

NC Case Definitions§ 130A-131.7.

Elevated blood lead level (EBL) – a blood lead concentration of 5 micrograms per deciliter or greater determined by the lower of two consecutive blood tests within a 12-month period. (5 - 9 µg/dL)

Confirmed lead poisoning (CLP) – a blood lead concentration of 10 micrograms per deciliter or greater determined by the lower of two consecutive blood tests within a 12-month period. (≥10 µg/dL)

Page 5: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

How to collect initial capillary sample

“Wash the child’s hands thoroughly with soap and water, and then dry them with an appropriate towel.

THEN

Clean the ball or pad of the finger to be punctured with the alcohol swab. Dry the fingertip using the sterile gauze or cotton ball.”

Source: CDC Capillary Blood Sampling Protocol

Page 6: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

When to collect diagnostic samples

Initial Test Result (µg/dL)

Perform Diagnostic Test on Venous Blood Within:

5-9 3 months10-19 1 month20-44 1 week45-59 48 hours60-68 24 hours≥70 Immediately,

as an emergency lab testPoint of care / Leadcare:

≥5 Immediately

Page 7: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

The state requires the immediate collection of a diagnostic specimen for analysis by an outside reference laboratory* – without any repeat analysis using the POC analyzer before sending the diagnostic specimen out.

POC Lead AnalyzersDiagnostic (i.e., Confirmation) Testing

* CLIA certified laboratory using an analytical method categorized by CLIA as a high complexity test.

Page 8: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 9: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

What about follow-up samples?

Capillary okLeadcare Analyzer ok

If a follow-up test falls in a higher risk category, need to

collect a diagnostic test for that higher risk category

Page 10: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

(a) All laboratories doing business in this State shall report to the Department all environmental lead test results and blood lead test results for children less than six years of age and for individuals whose ages are unknown at the time of testing. Reports shall be made by electronic submission within five working days after test completion.

§ 130A-131.8. Laboratory Reports.

Page 11: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Point of Care (POC)Blood Lead Analyzers

Clinical Laboratory Improvement Amendments (CLIA) designates facilities using a POC lead analyzer as a laboratory.

Page 12: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

POC Lead AnalyzersProtocol

Collect initial capillary specimen using LeadCare Analyzer. Follow proper hand washing protocol.

If initial result < 5 If initial result ≥ 5

Immediately collect diagnostic specimen – send to an outside reference laboratory for analysis.

Do not use LeadCare Analyzer for diagnostic tests

Follow the recommendations on the testing and follow-up schedule:

• Report blood lead test results to parents.

• Educate parents about lead sources.

Report blood lead test results to NC CLPPP.

Page 13: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

POC Lead AnalyzersProtocol, cont’d

If diagnostic result ≥ 5

1. Complete Form 3651 (Exposure History of Child With Elevated Blood Lead Level) and fax a copy to (919) 841-4015.

2. Contact Environmental Health at the local health department for mandated environmental follow-up.

3. Follow the recommendations on the testing and follow-up schedule for that risk category.

If diagnostic result is in a higher risk category

1. Collect another diagnostic specimen, based on the higher risk category – send to an outside reference laboratory for analysis. Do not use LeadCare Analyzer for diagnostic tests.

2. If the diagnostic result is also in the higher risk category, follow the recommendations on the testing and follow-up schedule for the higher risk category.

Page 14: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Form 3651

Page 15: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

POC LaboratoryContact

Tena Hand

[email protected]: (919) 707-5933

Page 16: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Find the latest LeadCare Reporting Template on our website:https://ehs.ncpublichealth.com/hhccehb/cehu/lead/bloodleadanalyzers.htm

LeadCare Reporting

Contact Tena Hand to get set up with a

secure FTP account

Page 17: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

LeadCare Reporting

Page 18: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Required data elements

Child's full nameDate of birthSex, Race, EthnicityAddressMedicaid number, if any

Page 19: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

State LabLabCorp

Mayo

Commercial and Point of Care Labs

ReformatRecodeDirect

Feed

How does it work?

Page 20: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Clinical Workflow Overview

Blood lead test results

Case Processor Workflows

Page 21: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Follow-up is based on the truncated test result

Note: Test results are truncated to a whole number. For example, test results ≥4.0 to 4.9 µg/dL are truncated to 4 µg/dL.

All follow-up actions are based on the truncated value of 4

Page 22: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 23: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Workflow Queues

Page 24: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Workflow Queues

Page 25: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Workflow Details

Page 26: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 27: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Lab Results Tab

Page 28: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Surveillance Reports

Page 29: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Surveillance Reports

Page 30: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 31: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

• Review children in need of diagnostic or follow-up testing, environmental referral

• Make sure all results have been reported

• FAX a copy of missing lab reports to confidential FAX (919) 841-4015

Surveillance Report

Page 32: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 33: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 34: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 35: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Event Print

Page 36: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 37: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

• Delay in processing files• Name, date of birth didn’t

match• Laboratory reporting issue that

needs to be handled

Missing results?

Page 38: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Missing results?Name Birth Date Test Date ResultDoe, Jane 05/01/2018 07/05/2018 15 Doe, Jane 05/01/2016 07/18/2018 13Doe Smith, Jane

05/01/2016 09/01/2018 9

Smithdoe, Jane

05/10/2016 10/08/2018 7

Doe, Jone 05/01/2016 11/14/2018 5

Page 39: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Environmental ReferralElevated blood lead level (EBL) – a blood lead concentration of 5 micrograms per deciliter or greater determined by the lower of two consecutive blood tests within a 12-month period. (5 - 9 µg/dL)

Confirmed lead poisoning (CLP) – a blood lead concentration of 10 micrograms per deciliter or greater determined by the lower of two consecutive blood tests within a 12-month period. (≥10 µg/dL)

Page 40: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Follow-up Schedule

Page 41: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

1. What should happen next?Test Date Result Specimen

TypeLaboratory

08/21/2018 8 C Any lab

03/18/2019 6 V State Lab

Page 42: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Environmental Referral

• When there are two consecutive test results ≥ 5 within 12 months

• Form 3651: Evaluation of Child with Elevated Blood Lead Level

Test Date Result Specimen Type

Laboratory

08/21/2018 8 C Any lab

03/18/2019 6 V State Lab

Page 43: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Follow-up Testing

Follow-up testing every 1-3 months until two consecutive tests < 5

Test Date Result Specimen Type

Laboratory

08/21/2018 8 C Any lab

03/18/2019 6 V State Lab

Page 44: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Test Date Result07/05/2018 8 07/18/2018 609/18/2018 12

2. What should happen next?

Page 45: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Test Date Result07/05/2018 8 07/18/2018 609/18/2018 12

Diagnostic test needed

Diagnostic test needed based on higher risk category

Page 46: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Test Date Result07/05/2018 8 07/18/2018 6 V09/18/2018 1209/20/2018 13 V

Confirmed Lead Poisoning

Refer to local health department for required environmental investigation.

Page 47: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

3. Is this a confirmed case?Date Result Specimen

TypeLaboratory

12/16/2018 10 V LabCorp

Page 48: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

4. Is this a confirmed case? What should happen next?

Test Date Result Specimen Type

Laboratory

12/16/2019 7 C Point of care (POC)

01/07/2020 10 C State Lab

Page 49: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Diagnostic test neededTest Date Result Specimen

TypeLaboratory

12/16/2019 7 C Point of care (POC)

01/07/2020 10 C State Lab

Diagnostic test needed based on higher risk category

Page 50: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

5. Is additional testing necessary? Why?

Test Date Result Specimen Type

Laboratory

12/16/2019 7 C Point of care (POC)

01/07/2020 1 V State Lab

Page 51: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

If age 1, retest at age 2

…unless there is reason to believe the child faces increased risk for lead exposure

Test Date Result Specimen Type

Laboratory

12/16/2019 7 C Point of care (POC)

01/07/2020 1 V State Lab

Page 52: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

6. Is this a confirmed case?Test Date Result Specimen

TypeLaboratory

12/16/2019 7 C Point of care (POC)

01/07/2020 5 C Point of care (POC)

No - LeadCare Analyzer should not be used for diagnostic tests

Page 53: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Test Date Result07/21/2018 11 10/23/2019 12

7. Tricky question

Page 54: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

Test Date Result07/21/2018 11 10/23/2019 12

Diagnostic test needed

Diagnostic test needed

Does not meet state definition of confirmed ≥10 because test results are not within 12 months of each other

Page 55: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another
Page 56: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

What should happen next?

Date Result Specimen Type

Laboratory

12/16/2019 7 C any

The family was sent to the hospital for a venous test. The family comes back for

another appointment on February 5th 2020 -but no venous test was done.

Use the opportunity to collect a diagnostic venous specimen at this visit.

Page 57: Clinical Case Management and NC LEAD...2020/04/05  · testing and follow -up schedule for that risk category. If diagnostic result is in a higher risk category 1. Collect another

What should you do once a child is confirmed to have a

lead level ≥ 5?