Laboratory Specimen Collection Verification Checklist

Comprehensive laboratory specimen collection verification including patient identification, proper collection technique, and specimen labeling per CAP standards.

  • Industry: Healthcare
  • Frequency: Every specimen collection
  • Estimated Time: 5-10 minutes
  • Role: Phlebotomist/Lab Tech/Nurse
  • Total Items: 31
  • Compliance: CAP Laboratory Standards, Joint Commission NPSG, CLSI Guidelines

Patient Identification

Positive patient ID

  • Patient identified using two identifiers?
  • Wristband information verified?
  • Patient stated name and DOB (if able)?
  • Lab order verified in system?

Pre-Collection Verification

Before specimen collection

  • Correct collection tubes for tests?
  • Fasting status verified (if required)?
  • Collection timing appropriate (trough, peak)?
  • Patient properly prepared?

Collection Process

Specimen collection

  • Hand hygiene performed?
  • Appropriate site selected?
  • Aseptic technique used?
  • Correct order of draw followed?
  • Adequate specimen volume obtained?
  • Tubes with additives mixed properly?

Specimen Labeling

Proper labeling at bedside

  • Specimen labeled at bedside?
  • Label information complete and correct?
  • Patient verified label accuracy?
  • Date, time, and initials on label?

Specimen Handling

Proper handling and transport

  • Proper storage conditions maintained?
  • Transport requirements met (ice, RT)?
  • Transported within required timeframe?

Pre-Assessment Information

Initial assessment documentation and patient/facility identification

  • Assessor Name / Credentials
  • Assessment Date
  • Department / Unit
  • Assessment Type (Routine/Annual/Complaint)
  • Previous assessment findings reviewed?

Infection Prevention & Control

Verify infection control practices per CDC and Joint Commission standards

  • Hand hygiene compliance observed?
  • Appropriate PPE available and properly used?
  • Isolation precautions properly implemented?
  • Sharps containers available and not overfilled?
  • High-touch surfaces properly disinfected?

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Why Use This Laboratory Specimen Collection Verification Checklist?

This laboratory specimen collection verification checklist helps healthcare teams maintain compliance and operational excellence. Designed for phlebotomist/lab tech/nurse professionals, this checklist covers 31 critical inspection points across 7 sections. Recommended frequency: every specimen collection.

Ensures compliance with CAP Laboratory Standards, Joint Commission NPSG, CLSI Guidelines. Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Laboratory Specimen Collection Verification Checklist cover?

This checklist covers 31 inspection items across 7 sections: Patient Identification, Pre-Collection Verification, Collection Process, Specimen Labeling, Specimen Handling, Pre-Assessment Information, Infection Prevention & Control. It is designed for healthcare operations and compliance.

How often should this checklist be completed?

This checklist should be completed every specimen collection. Each completion takes approximately 5-10 minutes.

Who should use this Laboratory Specimen Collection Verification Checklist?

This checklist is designed for Phlebotomist/Lab Tech/Nurse professionals in the healthcare industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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