DIVISION OF HEMATOPATHOLOGY

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DIVISION OF HEMATOPATHOLOGYHEMATOPATHOLOGY HANDBOOKFOR RESIDENTSRevised June 2019STEVEN H. SWERDLOW, MDDIRECTOR, DIVISION OF HEMATOPATHOLOGYGRANT BULLOCK, MD, PHDBRYAN REA, MDMIROSLAV DJOKIC, MDERIKA MOORE, MDNIDHI AGGARWAL, MDSARA MONAGHAN, MDYEN-CHUN LIU, MD, PHDNATHANAEL BAILEY, MD

TABLE OF CONTENTSTable of ContentsContents of Orientation Material . 3General Outline for Hematopathology Rotations . 4Hematopathology Twelve Week Core Resident Rotation . 4Goals and Objectives: .7Hematopathology Progressive Goals and Objectives . 9RESIDENT EVALUATION METHODS AND DOCUMENTATION in the Division ofHematopathology . 16CONFERENCE SCHEDULE AND RESPONSIBILITIES . 17Pediatric Hematopathology and General/Special Hematology Laboratory Experience . 23Clinical Experience in Hematology . 27Performance of Bone Marrow Aspirations & Biopsies. 28Bone Marrow After-Hours Procedures . Error! Bookmark not defined.Lymph Node Experience . 37Immunohistochemistry . 41CoPath and Dictation Pointers . 45Web-Based Resources. 49

Contents of Orientation MaterialSee the following hard copy supplementary information: Schedules Master Hematopathology Flow Cytometry Conference Journal Club Patient Safety and Risk Management Hematopathology Conference Pediatric Tumor Board Conference Schedule Hematopathology Core Resident Rotation Forms to return to Christine Welsh: Bone Marrow Aspirate Biopsy Form Laboratory Hematology Rotation Checklist Flow Cytometry Rotation Checklist Lymph Node Rotation Checklist Pediatric Hematopathology Rotation Checklist Checklist Bone Marrow Rotation Checklist Material for Laboratory Hematology Red Cell Morphology Classification Complete Blood Count Evaluation Miscellaneous Progressive Goals and Objectives Faculty/Fellow Phone List Sure-handed Sampling/Easing the Trauma of Bone Marrow Collection Resident Evaluation Methods Dictating and Proofing Tissue Reports Hematopathology Handbook for Residents and Fellows Automated Hematology Instrumentation Grossing Fresh Lymph Nodes (PowerPoint Presentation)

General Outline for Hematopathology RotationsCore Rotation for ResidentsThe approximately four-month core hematopathology rotation offers the resident anintroduction to the many facets of this complex field. The rotation is divided into It is hopedthat the resident will begin to become familiar with the multiparameter approach to adult andpediatric diagnostic hematopathology (bone marrows and lymph nodes) as well as withtechniques used in general and special hematology laboratories, and the flow cytometrylaboratory. Finally he/she will learn about major neoplastic and non-neoplastic disease entitiesthat involve the hematopoietic and lymphoid cell lineage. If interested, more advancedsubsequent rotations can be arranged in one or more areas within the division. It is fullyrecognized that the resident cannot fully achieve all of the objectives listed within a period offour months. The different sections within the rotation are usually, but not always carried out inthe order they are listed here. The educational resources noted below are located in rooms 330(conference room), 334 (bone marrow sign-out room) and 344 (lymph node sign-out room)depending on their subject matter. Cytogenetics is a separate rotation, but residents will learnhow cytogenetic data is used in diagnostic hematopathology.ProceduresHematology/Special Hematology laboratory procedures may be viewed at:http://www.medialabinc.net/ (See division coordinator for specific usernames and passwords) First, under “Viewing”, select “PUH CP”. Select “View Documents & Manuals” Tab Choose Manuals under left hand menus for “View Documents & Manuals” Then choose appropriate manual “Automated Testing Laboratory” for Hematology manual or“Special Hematology” for bone marrow, lymph node, and flow cytometry related manualsand procedures.Syllabus Statement Concerning Students with DisabilitiesIf you have a disability for which you are or may be requesting an accommodation, you areencouraged to contact Dr. Swerdlow, Dr. Bailey, or their designate prior to your rotation soreasonable accommodations can be made.Elective RotationsThis handbook also serves as a resource for upper level resident rotations that can concentrateon any of the areas in hematopathology.Fellow RotationsThis handbook also is a major supplement to the fellow handbook as they also follow the basicprocedures outlined here for the rotations that overlap with hematopathology resident rotations.The expectations are greater for the fellows in terms of their knowledge base, clinical skills andability to utilize multiple resources to make specific diagnoses. Accordingly they are givenenhanced responsibilities.Hematopathology Core Resident RotationFirst RotationWeekActivities1Orientation with Dr. Bailey or designee.Laboratory hematology/Clinical marrow experience/Flow lab rotation2Pediatric marrow/ATL3Adult marrow

45678Adult marrowPediatric marrow/ATLLymph nodeLymph nodeLymph nodeWeek12345678Second RotationActivitiesLymph nodeLymph nodeLymph nodePediatric marrow/ATLAdult marrowAdult marrowAdult marrowFlow cytometry service/ATL1. Lymph Node Pathology ( 6 weeks across 2 rotations)1. Lymph Node Sign Out.2. Review of educational materials (See Lymph Node Experience section).Goals and Objectives:1.Learn the use of multiparameter approach to diagnostic lymph node pathology aswell as extranodal hematopoietic/lymphoid proliferations.2.Learn normal nodal histology and basic reactive patterns.3.Begin to develop a basic understanding of Hodgkin’s Lymphoma, the nonHodgkin’s lymphomas and reactive lymphoid hyperplasias. Be able to diagnosestraightforward cases of the above.4.Complete lymph node rotation checklist.2. Pediatric Hematopathology and General/Special Hematology LaboratoryExperience ( 3 weeks across 2 rotations)Trainees should report to the pathologist signing out CHP bone at the start of the rotation. Thisperiod should also be used to review the ASCP image series on normal and abnormalperipheral blood and bone marrow examinations.Pediatric Hematopathology Experience1.Introduction to basic bone marrow/peripheral blood interpretation.2.Pediatric Bone Marrow Sign out.3.Observation of pediatric marrow examination procedures.4.Review pediatric material from Automated Testing Laboratory and FlowCytometry Laboratory.

5.Review of educational materials (See Pediatric Hematopathology Experiencesection).Goals and Objectives:1.Develop basic skills in the interpretation of peripheral blood, bone marrow andfluid evaluations.2.Develop familiarity with issues unique to pediatric hematopathology, bothpathologic and clinical.3.Develop basic skills in hematopathologic ancillary studies.4.Complete pediatric hematopathology checklist.5.Complete pediatric bone marrow observation form.3. General/Special Hematology Laboratory Experience (Monday-Tuesday offirst rotation week).Understanding general laboratory hematology testing is a critical part of thehematopathology rotation experience. This component of the rotation will be atthe ATL laboratory in the CLB.1.Automated Testing Laboratory Experience.2.Special Hematology Testing Experience.3.Review of educational materials.Goals and Objectives:1.Learn the major aspects of non-neoplastic hematology including red blood cell,white blood and platelet abnormalities and the way in which the laboratory helpsin the diagnosis and follow-up of hematologic/lymphoid neoplasms.2.Understand the principles of urinalysis and how it is used to help diagnose renaland systemic disorders.3.Understand automated hematology and urinalysis instrumentation.4.Develop understanding of how a large complex patient-oriented clinicallaboratory facility is managed. This includes an appreciation of the scope of thetesting, testing methodology and documentation of test accuracy.5.Learn the scope and practices of “Special Hematology” testing and how it isutilized to diagnose hematologic disorders.6.Complete general/special hematology experience checklist.4. Clinical experience in Hematology/Performance of Bone Marrows (withHematology/Oncology Division) (1 day, Wednesday of first rotation week)Trainees are expected to understand how to perform bone marrow aspirations andbiopsies. They should aim to observe several marrows. For residents, there is no

requirement that they perform bone marrow biopsy procedures themselves. Be sure tocomplete the BM observation form.NOTE: Appropriate dress is required to see patients (white coat, men need to wear atie).Goals and Objectives:1.Gain experience performing bone marrow aspirates and biopsies.2.Learn more about clinical implications of hematopathology diagnoses and impacton patients as a person.3.Provide opportunities to perform bone marrow examinations.4.Learn what type of consultations clinicians expect from hematopathologists.5.Complete the bone marrow performance form.5. Flow Cytometry Laboratory Experience (2 days,Thursday-Friday of first rotationweek)Understanding of flow cytometric immunophenotypic techniques and interpretation of theresultant data is an integral part of all the bone marrow and lymph node rotations. Inaddition, however there is a brief concentrated exposure to the flow cytometry laboratoryincluding the technical aspects of flow cytometry and the basic operation of a flowcytometry laboratory. The resident should report to Ruth Bates in the flow laboratory orher designee.Goals and Objectives:1.Understand sample preparation; basic flow cytometry, quality control, gating onspecific cell populations, and determination of positive versus negative stainingand methods of data presentation.2.Know indications for testing, taking into account cost effective medicine3.Complete flow cytometry checklist.5. Adult Bone Marrow Experience ( 5 weeks, across 2 rotations)A. Limited Sessions with Adult Bone Marrow Technologist.B. Responsibility for review of selected cases prior to sign-out.C. Participation in sign-out with staff.D. Review of educational materials (See Adult Bone Marrow Experience section).Goals and Objectives:1.Learn normal and abnormal blood cell morphology.2.Learn basic approach to bone marrow aspirate, biopsy and particle preparationinterpretation.3.Begin to become familiar with the use of ancillary studies used in the diagnosis ofbone marrow examinations.

6.4.Begin to develop a basic understanding of the more common neoplastic and nonneoplastic disorders which involve the marrow: acute and chronic leukemias,myelodysplasias, myeloproliferative disorders, anemias, thrombocytopenias,leukopenias, thrombocytosis, leukocytosis, infections (including HIV), andmetastatic neoplasms. Be able to diagnose straightforward cases of the above.5.Complete bone marrow rotation checklist.Flow cytometry service experience/ATLThe resident should report to the pathologist on the flow cytometry service. This stand-aloneservice allows the resident to experience a different case mix than that seen on prior services,including specimen types with limited cellularity (CSFs) and will give the resident increasedexposure to non-neoplastic flow cytometry studies, such as those for PNH and neutrophiloxidative burst testing. The resident will also be expected to review the slides on the ATLservice.

Hematopathology Progressive Goals and ObjectivesCompetencyCore Rotation - 1st to Core Rotation – 1st Elective Rotation - 3rd and3rd Year Residentto 3rd year Resident 4th year ResidentBeginning ofLater in RotationRotationProfessionalism Reliable, punctual,FellowSecond YearPost FellowshipExperienceIn addition to elementsIn addition to elements In addition to prioralready noted, can help advise noted for residents,accomplishments,more junior trainees and serve functions so that others interacts with otheras a more senior role model. perceive fellow more like faculty and clinicians likea junior faculty member. a more confident juniorCreate a professionalfaculty member, able toCV. Conduct aconstruct and maintainsuccessful job search if professional c.v. andnot continuing as abiosketchfellow.Preview marrowPreview marrowWrite and dictate reports for Independently work-up Able to provide aaspirate smears with aspirate smearsmost routine cases.and complete thecomplete diagnosticdirect faculty guidance. semi-independently,majority of cases.report to attendingReview cases, record directly interact withfaculty with minimalobservations,technologists.required changes.formulate differential Review cases, recorddiagnosis.observations,formulate morecomplete differentialdiagnosisappropriateappearance, ethicalbehavior, sensitive toissues of diversity,HIPAA compliantPatient CareFellowFirst YearSame as nearbeginning of rotationbut projects moreconfidence andhandles difficultsituations withgreater ease.Formulate list ofFormulate moreIndependently order ancillaryimmunohistochemical educated list ofstudies in a resourcestains, cytochemical immunohistochemical conscious way on moststains, flow antibody stains, cytochemical routine cases.combinations tostains, flow antibodyresolve differentialcombinations todiagnosis. Review data resolve differentialIndependently orderancillary studies in aresource conscious wayon routine and mostcomplex cases.Independently orderancillary studies in aresource conscious wayon virtually all cases.

CompetencyCore Rotation - 1st to Core Rotation – 1st Elective Rotation - 3rd and3rd Year Residentto 3rd year Resident 4th year ResidentBeginning ofLater in RotationRotationfrom ancillary studiesand recordinterpretation.Gross specimens forlymphoma work-upwith directedsupervision.diagnosis. Reviewdata from ancillarystudies and recordmore completeinterpretation.Gross specimens forlymphoma work-upwith supervision asneeded (afterconsulting fellow orappropriate faculty).Gross specimens forlymphoma work-up withlimited supervision and selectancillary testing independentlyfor most routine cases.FellowFirst YearFellowSecond YearPost FellowshipExperienceGross specimens forAble to gross and triagelymphoma work-up with specimensvery limited supervision independently and toand select ancillarysupervise and instructtesting independently for more junior trainees.the majority of cases.Be able to help instructjunior trainees.With explicit directions, With less explicitFunction as a criticalIndependently function Able to supervise moreinteract with clinicians directions, interactconsultant to clinicalas a critical consultant to junior trainee’sand support staff.with clinicians andphysicians and support staff clinical physicians.presentations andsupport staff.with some supervision.provide guidance forpreparation.Be able to provideBe able to provideProvideProvideProvidebasic review ofbasic review ofconsultative/laboratory report consultative/laboratory consultative/laboratoryperipheral blood and peripheral blood,for general and specialreport for general and report for general andinterpret most common fluids and urines and hematology tests, peripheral special hematologyspecial hematologyhematology tests.interpret mostblood and fluid reviewstests, peripheral blood tests, peripheral bloodstandard hematology working with faculty on more and fluid reviews onand fluid reviews in alltests.complex cases and withsimple and complexcases with only limitedlimited assistance on lesscases relativelysupervision.complex cases.independently but withfinal approval by facultymember.

CompetencyMedicalKnowledgeCore Rotation - 1st to Core Rotation – 1st Elective Rotation - 3rd and3rd Year Residentto 3rd year Resident 4th year ResidentBeginning ofLater in RotationRotationFellowFirst YearObserve how othershandle laboratorymanagement issues.Get involved inlaboratory managementissues with more limitedsupervision.Participate withGet directly involved infaculty/seniorlaboratory managementtechnical staff inissues with supervision.laboratorymanagement issues.Present at interPresent at interPresent at inter-departmentaldepartmental CPCdepartmental CPC CPC conferences with limitedconferences withconferences with less supervision.extensive supervision. direct supervision.Knowledge ofKnow criteria forKnow criteria for some of themorphology andmajor neoplastic and less commonimmunophenotype of non-neoplastichematopathologic entities innormal lymph node,hematopathologicaddition to those for majorspleen, bone marrow entities.entities.and peripheral blood. Know specificKnowledge ofapproach used tomultiparameterdiagnose majorapproach to diagnosis neoplastic and nonof hematologicneoplasticdisorders.hematologic entities.FellowSecond YearPost FellowshipExperienceParticipate in continuingeducation oftechnologists andsupport staff to improvepatient care.Independently present at Presents cases atinter-departmental CPC clinical CPCconferences.conferences withoutsupervision.Have an extensiveFurther increaseknowledge of broadhematopathologyrange of neoplastic and knowledge base in termsnon-neoplasticof rare entities andhematopoietic/lymphoid variations within moredisorders and othercommon entities. Learndisorders that involve or more about the type ofaffect thecases that lack ahematolymphoid system definitive diagnosis.including the pathologic Demonstrates ability toand clinical aspects of apply and discussthese disorders.knowledge learned frominstructional workshopsor conferences attended.Recognize some of the Recognize additional Recognize most common and Recognizes broad range Demonstrates anmore commoncommon neoplastic some uncommon neoplastic of hematologic disorders appreciation of theneoplastic and nonand non-neoplastic and non-neoplastic disorders and recognizes when a limitation(s) of currentneoplastic disorders. disorders and know of the hematolymphoid system definitive diagnosisdiagnosticKnow basicways in whichand know thecannot be rendered or schemes/classificationimmunophenotypic/specific entities are immunophenotypic,where consultative help systems (i.e. showsgenotypic/cytogenetic further subdivided. In cytogenetic and genotypicmay be required.recognition for “grayaddition to basiccharacteristics.zones” in diagnosis).

CompetencyCore Rotation - 1st to Core Rotation – 1st Elective Rotation - 3rd and3rd Year Residentto 3rd year Resident 4th year ResidentBeginning ofLater in RotationRotationfeatures whereappropriate.ancillary datafeatures, knowpathophysiologicfeatures of majorentities. Completegreater than 80% ofresident version ofrotation checklist.FellowFirst YearFellowSecond YearPost FellowshipExperienceComplete “extendedCompletes more ofversion” of all rotationappropriate checklists andchecklists.sees more entities previouslyencountered through reading.Complete greater than 90% ofresident version of rotationchecklist.Know basicKnow basicKnow full armamentarium ofcomponents ofcomponents ofhematology testing, thecomplete blood count

5. Learn the scope and practices of “Special Hematology” testing and how it is utilized to diagnose hematologic disorders. 6. Complete general/special hematology experience checklist. 4. Clinical experience in Hematology/Performance of Bone Marrows (with Hematology/Oncology Division) (1 day, Wednesday of first rotation week)

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