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  Acid-Fast Direct Smear   Microscopy Training
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  Trainers Guide
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Acid-Fast Direct Smear Microscopy Training Package
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Section 1: Overview

Introduction

This section provides an overview of an Acid-Fast Direct Smear Microscopy workshop. Workshop Goal

Participants will gain the knowledge and skills to perform AFB Microscopy accurately and reliably in a safe manner and to ensure uninterrupted service.

Training Modules: Learning Objectives and Content Outline
  Module Learning Objectives Content Outline
1 Overview: Tuberculosis, the Global Emergency • Explain the TB epidemic and global TB burden
• Describe the forms of TB and how TB is transmitted
• Define and compare various methods of TB diagnosis noting where each is most effective
• Explain the term NTP
• Describe the DOTS component of the STOP TB strategy
• Explain the importance of AFB microscopy in the DOTS Program
• Describe levels of TB laboratory services
• What is TB?
• Transmission and Forms of TB
• Risk of Disease
• TB Diagnosis
• The role of the National TB Program
• Building and Enhancing DOTS within the framework of the STOP TB strategy
• The importance of AFB-microscopy in DOTS programs
• Organization of laboratory services

2 Safety Precautions for Tuberculosis Microscopy • Explain airborne transmission of TB
• Describe the risks when collecting sputum
• Describe personal health and safety practices
• Describe why there should be three areas in the TB laboratory
• Describe methods for the disposal of contaminated material
• Describe chemical safety precautions in the laboratory
• Transmission of TB bacilli
• Proper collection of sputum
• Laboratory Arrangement
• Safety practices in the TB microscopy laboratory
• Safe disposal of infectious waste
• Chemical Safety

3 Collection and Transport of Tuberculosis Specimens • Describe specifications of suitable containers for sputum collection
• Explain the collection strategy: spot-morning-spot
• Describe and demonstrate safe and correct collection of sputum
• Describe options for specimen collection, handling, and transport
• List features of a good sputum specimen
• Describe requirements for a properly labeled specimen
• Suitable specimen containers
• The number and timing of specimen collection
• How to collect a specimen
• Specimen handling and referral
• Assessing specimen quality

4 Managing Supplies for Sputum Smear Microscopy • List supplies required to perform smear microscopy
• Explain ordering of supplies
• Maintain proper records
• Explain use of stock book
• Calculate supplies required
• Inspect and verify supplies received
• Explain storage of supplies.
• Supply list for smear microscopy
• Supply storage
• Stock management
• Recordkeeping: Stock book use and importance
• Calculating supplies required
• Placing, receiving, and storing supply orders

5 Preparation of Ziehl-Neelson Reagents • Describe the importance of using quality chemicals for reagent preparation.
• Prepare reagents required for the Ziehl-Neelsen method
• Describe the safety requirements for reagent preparation
• Use positive and negative control slides for the quality control of Ziehl-Neelsen reagents
• Explain the use and frequency of routine quality control procedures.
• Equipment required for stain preparation
• Reagent required for stain preparation
• Methods for staining reagents preparation
• Storage of staining reagents
• Quality Control (QC) of freshly prepared stains

6 Smear Preparation and Staining • Safely prepare sputum smears
• Prepare good quality sputum smears
• Identify problems with smear preparation
• Perform the Ziehl-Neelsen (ZN) method on sputum smears
• Troubleshoot problems with the ZN method
• Labeling of slides
• Selecting the best portion of the specimen for smear preparation.
• Techniques for preparing smears
• Principles of the Ziehl-Neelsen method
• The Ziehl-Neelsen staining procedure

7 Microscopy • Describe the method for observing 100 high power fields
• Correctly use microscope objectives
• Recognize the appearance of AFB in a stained smear
• Appropriately quantify results in the Laboratory Register.
• Describe the procedure for storing slides for External Quality Assessment (EQA).
• Required materials
• Reading the smear
• Microscope components and operation
• Appearance of AFB
• WHO/ IUATLD grading scale
• Storing smears
• Cleaning the objectives

8 Recording and Reporting of Smears • Describe essential elements of recording and reporting
• Describe the quantification scheme for reporting results
• Report microscopy results on the Laboratory Request Form
• Record microscopy results correctly in the Laboratory Register
• Essential elements of Record Keeping
• Laboratory request and report forms
• Recording and reporting results: Negative and Positive
• Entry of data into the Laboratory Register

9 Microscope Maintenance • Store the microscope properly
• Clean the microscope including the eye pieces and objective lenses
• Replace the microscope bulb
• Troubleshoot the common problems associated with use of microscope
• Microscope storage conditions
• Equipment required for Microscope Maintenance
• Cleaning solutions and solvent required to clean optics, stage , and body
• Materials required for cleaning

10 Assuring Quality of Sputum Microscopy • Describe the elements of Quality Assurance
• Explain why internal Quality Control is important to assessing laboratory performance
• Describe the three components of External Quality Assurance (EQA)
• Prepare for a supervisory visit
• Describe the process of sampling slides for blinded smear rechecking
• What is Quality Assurance?
• Quality Control in the TB laboratory
• EQA and why is it important
• EQA Methods
  • Panel Testing
  • On-Site Evaluation
  • Blinded Rechecking

Learning Methods / Activities:

The AFB Microscopy workshop includes the following types of activities to aid in accomplishing workshop goals and objectives:
  • Presentations will allow participants gain knowledge through interactive exchange of information.
  • Group discussions will allow participants to share experiences and ideas.
  • Role plays will allow participants to learn through simulated situations.
  • Video presentations will introduce participants to the procedural steps for collecting sputum specimens, performing tests, and interpretation of results. The video "Acid-Fast Direct Smear Microscopy" is provided as an additional resource.
  • Demonstrations will allow participants to observe procedures prior to individual performance.
  • "Hands-on" practice exercises will allow participants to experience the range of practical activities for acid-fast direct smear microscopy.
For further details on these activities, and detailed suggestions for facilitating each of the modules of instruction, refer to Section 4: Presentation Slides and Trainer Notes for each module.
List of Practical Exercises

Module 1: TB transmission (Optional) - Demonstration

Module 3: Collection of sputum specimen- Role-play

Module 4: Exercise 1- Calculation of quarterly supply requirements for a microscopy center that receives prepared staining reagents- Classroom exercise Exercise 2- Calculation of quarterly supply requirements for a microscopy center that prepares its own staining reagents- Classroom exercise

Module 5: Laboratory Practical session # 1 - Reagent preparation Laboratory Practical session # 2 - Quality Control of staining reagents

Module 6: Laboratory Practical session # 3 - Preparation of smears Laboratory Practical session # 4 - Staining of sputum smears (from Laboratory Practical Session # 3 and panel smears)

Module 7: Laboratory Practical session # 5 - Viewing of prepared and stained smears from Laboratory Practical Session # 4

Module 8: Laboratory Practical session # 6 - Reading and reporting of stained panel smears from Laboratory Practical Session # 4

Module 9: Replacing the Microscope Bulb - Demonstration

Final examination: Reading of Pre-stained Panel smears
Certificate of Participation

Participants are awarded a certificate of participation upon successful completion of the Acid Fast Direct Smear Microscopy training workshop by
  • Daily attendance and actively participating in the laboratory practical sessions
  • Complete written post - workshop examination
  • Successfully reporting the AFB smear results by completing EQA panel test examination.
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This page last reviewed: 11/9/2006
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