Conquer laboratory leadership with resources for the newly appointed to seasoned laboratory director or team leader.

From optimizing the inspection experience to the implementation of new programs or procedures, our member experts provide relevant and practical information from the latest regulatory updates that may impact your practice to managing difficult or conflict-driven clinicians.

A sample of what you can learn:

S1850 Lemonade out of Lemons: Adjustments to Difficult Inspection Encounters

Faculty: Gregory A. Gagnon, MD, FCAP and Andrew J. Goodwin, MD, FCAP


Would you say your last laboratory inspection was a lemon? Are you still carrying the wounds? This session will present difficult inspection scenarios and offer insights, recommendations, and strategies for navigating these difficult inspections. More importantly, moderators will facilitate sharing of techniques designed to avoid adverse situations during future inspections. This course will provide practical information from the collective experience of team leaders and laboratory directors focused on optimizing the inspection experience. Attendees will find communication techniques, such as effective listening and separate the people from the problem, invaluable in their every day dealing with laboratory professionals, clinicians, administrators, and patients. This course is designed to benefit both the experienced and novice team leaders and laboratory directors.

You will learn to:
• Apply effective and professional communication skills during difficult on-site inspection situations, resulting in a more collegial and educational inspection experience
• Use available CAP resources to optimally prepare and participate in inspections to fulfill regulatory requirements
• Respond to and prevent challenging inspection situations

S1748 Welcome to the REAL World: Crucial Survival Tips for the New Medical Director

Faculty: Gaurav Sharma, MD, FCAP and Christina M. Wojewoda, MD, FCAP

New laboratory directors are rarely prepared for regulatory and accreditation issues that face them. Even very seasoned pathologists and laboratory directors struggle to keep up with new regulatory requirements that pose high risk. In this CAPcast, Dr. Christina M. Wojewoda, a pathologist at the University of Vermont Medical Center in Burlington, discusses these issues and shares her perspective on what new medical directors need to know about regulatory, accreditation, and compliance issues.


New laboratory directors are rarely prepared for regulatory and accreditation issues that face them. Even very seasoned pathologists and laboratory directors struggle to keep up with new regulatory requirements that pose high risk. Faculty will use stories of regulatory and accreditation challenges to engage the audience in a discussion on these complex issues. One speaker will focus on unexpected issues encountered in the first three to five years in practice as a laboratory director, including proficiency testing and inspection issues; the second speaker will focus on newer regulatory and accreditation issues that pose high risk, such as interlaboratory proficiency testing communication.

You will learn to:
• List regulatory issues that can adversely impact the laboratory
• Explain how the laboratory can optimize proficiency testing processes (eg, ordering, performance, reporting results, and investigation/response) to avoid accidental regulatory/compliance penalties
• Describe regulatory/compliance issues that recent graduates are not prepared to handle as a new laboratory director
• Define new regulatory/compliance trends or issues of which even experienced laboratory directors may not be aware

S1652 Hard and Soft Boiled: How to Succeed as Laboratory Director and Not Get Cooked

Faculty: Paul Bachner, MD, FCAP and David S. Wilkinson, MD, PhD, FCAP

Effective laboratory management not only benefits the staff, but improves patient safety and patient care. However, many laboratory directors grapple with serious issues related to budget constraints as well as responding effectively to demanding clinician colleagues, according to Dr. Paul Bachner, a professor and immediate past chairman of the University of Kentucky College of Medicine’s Department of Pathology and Laboratory Medicine.


All laboratory directors should master two major areas addressed by this course. The first area involves the implementation of new programs or procedures, including acquisition of major equipment, staffing, and other resources. Faculty will use the specific example of the implementation of next-generation sequencing; but the problems and solutions they discuss will be broadly applicable to other technologies and testing platforms. The second critical area covers the handling of difficult clinicians with an emphasis on strategies designed to respond to complaints, unreasonable requests, and abusive behavior toward laboratory staff.

You will learn to:
• Prepare a proposal and a business plan for new technology
• Build clinician and institutional support for new technology
• Use simple strategies to deal with demanding or abusive clinicians
• Encourage laboratory staff to better understand and relate to demanding clinicians

S1828 New External Programs for Laboratory Quality Assurance

Faculty: Keri J. Donaldson, MD, FCAP and Charles S. Eby, MD, FCAP and Anthony A. Killeen, MD, PhD, FCAP


This session will provide an overview of the CAP’s external quality assurance/proficiency testing (PT) programs and review relevant Centers for Medicare & Medicaid Services (CMS) requirements and the CAP’s Laboratory Accreditation Program Checklists. Three specific areas of focus will include: 1) the accuracy based grading PT surveys, 2) the multiple instrument comparison (Quality Cross Check) PT survey, and 3) the PT surveys for linearity validation and analytical measurement range for coagulation testing. In addition, the session will review the CAP’s experience and reporting procedures in these areas. Clinical laboratory professionals working with and interested in monitoring analytical and quality performance including laboratory directors, pathologists, clinical chemists, medical technologists/medical technicians, and IVD industry personnel are the intended audience.

You will learn to:
• Identify the new CAP and CMS requirements for quality assessment
• Describe the importance of commutable PT samples
• Explain the importance of multiple instrument comparisons
• Apply AMR validation and linearity to coagulation testing

Learn more about other laboratory leadership CME/SAM opportunities.