Accessioning Competency Assessment
A free, one-page PDF for documenting specimen accessioning skills, identification checks, labeling, discrepancy handling, and case review in a pathology laboratory.
What the assessment includes
Receipt and identification
Review patient identifiers, specimen parts, container count, source and laterality, clinical details, container integrity, and special handling needs.
Registration, labeling, and discrepancies
Assess LIS registration, verified accession and part labels, discrepancy escalation, traceable corrections, and downtime reconciliation.
Routing, safety, and review
Document specimen routing and handoff, confidentiality and safety practices, direct observation, label and record review, questions, and assessment outcome.
Using this template
Review the form against the staff member’s assigned duties and your laboratory’s current procedures. Record the applicable SOP/reference, observed work, review notes, and assessment outcome. Use the document-control fields to identify the version adopted by your laboratory.
See the CAP and CLIA competency references for the requirements relevant to the duties assessed.
