Received: 24 April 2002
Accepted: 11 July 2002
Presented at GLOBAL ODYSSEY 2002 –
International Conference on Proficiency
Testing/External Quality Assessment for
Medical Laboratories, 24–26 February 2002,
Atlanta, GA, USA
Abstract Proficiency testing and
external quality assurance of medical
laboratories is now entering its sixth
decade. These activities comprise a
broad range of applications includ-
ing: providing participants and pub-
lic health authorities with estimates
of measurement uncertainty and na-
tional infrastructure; providing edu-
cation; provision of a practical basis
for accreditation and regulatory com-
pliance. All branches of medical lab-
oratory science have employed ex-
ternal quality assurance as a basis for
improvement and comparability. The
opportunities and challenges re-
viewed here include: the proper es-
tablishment of multiple target values
in comparison to a system of trace-
ability to reference or definitive
methods; the problems of matrix ef-
fects and commutability of patient
and proficiency test samples; gener-
ating information on laboratory in-
frastructure and trends in analytical
technique and performance; provid-
ing education and setting goals for
laboratory improvement; problems
of specimen distribution; application
of Internet technology; the role of
programs in legal mandates and ac-
creditation.
Keywords Medical laboratories ·
Proficiency testing · Interlaboratory
comparisons · Review
Accred Qual Assur (2002) 7:335–340
DOI 10.1007/s00769-002-0513-8
© Springer-Verlag 2002
REVIEW PAPER
Robert Rej Proficiency testing and external quality
assurance: crossing borders and disciplines
Introduction
Although it has a foundation dating back centuries, labo-
ratory medicine is a relatively young discipline that be-
came established at the dawn of the twentieth century.
Only through biomedical research after the Second
World War were modern clinical laboratories established
[1]. External quality assurance and proficiency testing
have been integral to modern medical laboratories al-
most from the outset. Unlike many developments in
medicine and biological science, external quality assess-
ment of medical laboratories did not evolve from the
work of many sequential studies, but rather emerged –
nearly fully-formed – from the seminal work of Belk and
Sunderman [2]. Dr. Sunderman (Fig. 1) subsequently en-
joyed a greater than 50 year distinguished career in the
area of improvement of medical laboratories [3] and he
recently celebrated his 103rd birthday. The model used
by Belk and Sunderman over half a century ago for he-
matology and clinical chemistry is still very much in use
and remains a mainstay for nearly all laboratory im-
provement, accreditation, and regulatory proficiency
testing programs [3, 4].
Indeed, external quality assurance programs for medi-
cal laboratories have components related to the technical
performance of individual laboratories, education, regu-
latory compliance, accreditation, traceability of analyti-
cal techniques, and an overall assessment of the disci-
pline. Increasing numbers of scientific publications each
year relate to proficiency testing of medical laboratories
(Fig. 2). Assessment schemes run the gamut from those
of sperm morphology [5] to molecular detection and
quantitation of hepatitis B virus DNA [6]; from special-
ized focused programs (e.g., glycohemoglobin [7]) to
R. Rej
Laboratory of Molecular Diagnostics,
Wadsworth Center for Laboratories
and Research,
New York State Department of Health,
Albany, NY 12201, USA
e-mail: bob@wadsworth.org
R. Rej
Department of Biomedical Sciences,
School of Public Health,
State University of New York,
Albany, NY 12201, USA