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Tracking Systems
Chapter 19
Objectives:
As a result of successfully completing this chapter, students will
be able to:
 List the primary reasons for tracking equipment, instruments,
and supplies
 Discuss the use of computers and information systems to
support applications within the facility and Central Service
department
 Recognize that tracking systems enhance Central Service
operations
 Explain that tracking systems must address the specific needs
of the healthcare facility and Central Service department
 Review the features of available instrument and equipment
tracking systems
Reasons to Track Equipment,
Instruments, and Supplies
 Insure they can be quickly located
 Determine when consumable supplies should be replaced
 Measure item usage
 Maintain accurate records of processes such as
sterilization, distribution, etc.
 Assist with quality processes
 Obtain information for financial analysis
Tracking Systems
 Tracking can be done manually
or by using computerized
systems
 Many departments use a
combination of both methods to
track various processes
Computer-Based
Information Systems
 Have been around since the
1970s
 Manage information needed
to support patient care
 Provide information needed
to make decisions that
enhance quality
 Provide information needed
to make decisions to manage
costs
Point-of-Use Computing
 Placing computers
at the patient’s
bedside
 Placing computers
into Central
Service and other
hospital work
areas
Selecting Department
Systems
 The selection of a computer-based
information system must be based on
identified needs of the department
(system)
 Once systems have been evaluated
and one has been selected, hardware
installation and training must be
completed before the system is
implemented
Tracking Methods
 Bar Codes
 Radio Frequency
Identification
 Methods can be
purchased for use as
stand alone networks
 Some are available as
subscription-based
services
Basic Instrument and
Equipment Tracking Systems:
 Basic Systems can generally track
(account for):
 Complete instruments and trays
 Specific equipment items
 Last known location of specific instruments, sets,
trays, or equipment items
 Cost and value information
 Number of complete processing and use cycles
through which instruments and instrument sets
have moved
 Usage of specific equipment
 Preventive maintenance schedules and repairs
Other Tracking Information
 Complete Tray Lists
 Productivity Reporting
Information
 Quality Assurance Information
 Ability to Interface with
Advanced Sterilization and
Decontamination Equipment
 Financial Data
 Ability to Interface with Clinical
Systems
Tray Lists and Set Up
Procedures such as:
 Name of Central Service Technician that assembled
and inspected the set or equipment
 Date the set or equipment was processed
 Sterilization and cleaning process
 Catalog numbers and manufacturer’s names to
identify instruments and associated equipment
supplies
 Quantity of instruments included in the set or tray.
 Lists grouped by category or instrument placement
within the set
 Identification of instruments missing from set
Productivity Reporting
Information
 Sets and instruments processed and
completed during a specific work shift
 Sets and instruments completed by
specific employees
 Equipment distributed and processed
Quality Assurance
Information
 Sterilization load quarantines
 Education and in-service
documentation
 Biological monitoring standards
and regulations
Financial Data
 Instrument replacement and repair
 Equipment replacement and repair
 Preventive maintenance notification
 Preventive maintenance records
 Utilization of instrument sets, trays, and
equipment
 Productivity data and staffing requirements
for peak operational workflow
Advanced Systems
 RFID (Radio Frequency Identification)
provides real time location information as
items move through the facility and
processing cycle
 Bar Code Labels – allow staff to know the
last location of a set or tray
 Laser Etched Bar Codes – Allows the
tracking of single instruments
Tracking Systems
Allow Central Service Technicians to
manage quality, customer service, and
costs, by managing information

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Tracking Systems Enhance Central Service Operations

  • 2. Objectives: As a result of successfully completing this chapter, students will be able to:  List the primary reasons for tracking equipment, instruments, and supplies  Discuss the use of computers and information systems to support applications within the facility and Central Service department  Recognize that tracking systems enhance Central Service operations  Explain that tracking systems must address the specific needs of the healthcare facility and Central Service department  Review the features of available instrument and equipment tracking systems
  • 3. Reasons to Track Equipment, Instruments, and Supplies  Insure they can be quickly located  Determine when consumable supplies should be replaced  Measure item usage  Maintain accurate records of processes such as sterilization, distribution, etc.  Assist with quality processes  Obtain information for financial analysis
  • 4. Tracking Systems  Tracking can be done manually or by using computerized systems  Many departments use a combination of both methods to track various processes
  • 5. Computer-Based Information Systems  Have been around since the 1970s  Manage information needed to support patient care  Provide information needed to make decisions that enhance quality  Provide information needed to make decisions to manage costs
  • 6. Point-of-Use Computing  Placing computers at the patient’s bedside  Placing computers into Central Service and other hospital work areas
  • 7. Selecting Department Systems  The selection of a computer-based information system must be based on identified needs of the department (system)  Once systems have been evaluated and one has been selected, hardware installation and training must be completed before the system is implemented
  • 8. Tracking Methods  Bar Codes  Radio Frequency Identification  Methods can be purchased for use as stand alone networks  Some are available as subscription-based services
  • 9. Basic Instrument and Equipment Tracking Systems:  Basic Systems can generally track (account for):  Complete instruments and trays  Specific equipment items  Last known location of specific instruments, sets, trays, or equipment items  Cost and value information  Number of complete processing and use cycles through which instruments and instrument sets have moved  Usage of specific equipment  Preventive maintenance schedules and repairs
  • 10. Other Tracking Information  Complete Tray Lists  Productivity Reporting Information  Quality Assurance Information  Ability to Interface with Advanced Sterilization and Decontamination Equipment  Financial Data  Ability to Interface with Clinical Systems
  • 11. Tray Lists and Set Up Procedures such as:  Name of Central Service Technician that assembled and inspected the set or equipment  Date the set or equipment was processed  Sterilization and cleaning process  Catalog numbers and manufacturer’s names to identify instruments and associated equipment supplies  Quantity of instruments included in the set or tray.  Lists grouped by category or instrument placement within the set  Identification of instruments missing from set
  • 12. Productivity Reporting Information  Sets and instruments processed and completed during a specific work shift  Sets and instruments completed by specific employees  Equipment distributed and processed
  • 13. Quality Assurance Information  Sterilization load quarantines  Education and in-service documentation  Biological monitoring standards and regulations
  • 14. Financial Data  Instrument replacement and repair  Equipment replacement and repair  Preventive maintenance notification  Preventive maintenance records  Utilization of instrument sets, trays, and equipment  Productivity data and staffing requirements for peak operational workflow
  • 15. Advanced Systems  RFID (Radio Frequency Identification) provides real time location information as items move through the facility and processing cycle  Bar Code Labels – allow staff to know the last location of a set or tray  Laser Etched Bar Codes – Allows the tracking of single instruments
  • 16. Tracking Systems Allow Central Service Technicians to manage quality, customer service, and costs, by managing information