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Ultrasound Program Management
A Comprehensive Resource for Administrating Point-of-Care, Emergency, and Clinical Ultrasound
Vivek S. Tayal · Michael Blaivas Troy R. Foster Editors
Ultrasound Program Management
Vivek S. Tayal • Michael Blaivas • Troy R. Foster
Editors
Ultrasound Program Management
A Comprehensive Resource for Administrating Point-of-Care, Emergency, and Clinical Ultrasound
Editors
Vivek S. Tayal Department of Emergency Medicine Carolinas Medical Center Charlotte, NC USA
Michael Blaivas Department of Emergency Medicine St. Francis Hospital Columbus Georgia University of South Carolina School
of Medicine Troy R. Foster Lutheran General Hospital
Columbia, SC
USA Park Ridge, IL USA
Disclaimer: The American College of Emergency Physicians (ACEP) makes every effort to ensure that contributors to its publications are knowledgeable subject matter experts. Readers are nevertheless advised that the statements and opinions expressed in this publication are provided as the contributors’ recommendations at the time of publication and should not be construed as ofcial College policy. ACEP recognizes the complexity of emergency medicine and makes no representation that this publication serves as an authoritative resource for the prevention, diagnosis, treatment, or intervention for any medical condition, nor should it be the basis for the denition of, or standard of care that should be practiced by all health care providers at any particular time or place. To the fullest extent permitted by law, and without limitation, ACEP expressly disclaims all liability for errors or omissions contained within this publication, and for damages of any kind or nature, arising out of use, reference to, reliance on, or performance of such information.
ISBN 978-3-319-63141-7 ISBN 978-3-319-63143-1 (eBook)
https://doi.org/10.1007/978-3-319-63143-1
Library of Congress Control Number: 2018930883
© Springer International Publishing AG 2018 This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microlms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specic statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, express or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional afliations.
Printed on acid-free paper
This Springer imprint is published by Springer Nature The registered company is Springer International Publishing AG The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland
I am deeply appreciative of my family, especially my two wonderful children, Rajan and Sita, for their patience, forbearance, and participation in my professional activities to empower clinicians at the bedside through the power of ultrasound. I also wish to recognize my patients, my colleagues, and my mentors for allowing me to contribute to the progress of medicine and healing during the emergency condition.
Vivek S. Tayal, MD
To Laura, Kira, Adelaide, and Lilia. The reason, inspiration, drive, and support behind everything.
Michael Blaivas, MD
Dedicated to my wife, Kat, for her tireless support of my never-ending projects.
And to my two young daughters, Maya and Cora, who remind me that life is about playing, not work.
Troy R. Foster, MD

How to Use this Book

Clinicians face increasingly sicker and more complicated patients than ever before and physicians need access to life-saving technology. In the past two decades, ultra­sound has become increasingly available at the bedside making tremendous impacts in patient care and patient safety. However, creating a successful ultrasound pro­gram that provides education, equipment management, and quality control is often the barrier that prevents this life-saving technology from reaching patients. Without a sound management program, point-of-care ultrasound (POC US) use is disorga­nized, unregulated, and unsafe.
As physicians, we hope to positively impact our patient’s lives with innovative healthcare. As educators and administrators, our impact can be exponential, espe­cially with a well-designed and a well-run ultrasound program providing our col­leagues with ultrasound availability and future physicians with vibrant training.
Program directors confront many challenges when constructing their program starting with nding the right equipment to incorporating a successful workow process. It is difcult to gather all the needed information and advice to make competent decisions without having to learn everything through trial and error. To overcome this burden, the editors enlisted an impressive legion of expert authors and compiled decades of cumulative experience. Now in one place, ultrasound directors have a comprehensive resource.
The Editors’ goals are to provide all the tools necessary to make a program successful beginning with a conceptual framework and then providing specic templates and tools. The editors understand that program development and management is dynamic as national policies and available tools change. At the time of publication, this book is as current as possible. It also provides reference websites to keep you, the US program director, abreast of new developments.
In this rst edition, we made some editing decisions that reect the evolution in US practice and philosophy of the US management courses we have directed. First, the chapters in this book cover many subject areas, many of which overlap. We made a conscious decision to allow overlap, so that the reader did not have to move to another chapter for reference to a topic. However, individual topics are fully explored in their home chapter. Second, the topics are independent of experience
vii
viii
level, so novice program directors may wish to follow our advice for the fundamental chapters. Third, as true in any area of knowledge, there will be practice, technical, regulatory, reimbursement, and legal changes that require you to correlate subject matter with current statutes.
Fourth, we have substitute POC US for the many terms for this eld including clini­cal, clinician-performed, focused, emergency, critical, bedside, physician-performed, and others. Time will resolve the varying nomenclature. Finally, US is based on tech­nology which changes at breakneck speed and alters practice and management.
How to Use this Book
Evolution ofProgram Management
POC US is relatively new and during its infancy it was a challenge for the program directors to manage. Traditional users have had a system set up with archiving, bill­ing, and hospital policy. Bedside ultrasound used in the emergency department, intensive care units, and ofces did not enjoy previously designed pathways for privileging, reimbursement, and archiving. As emergency physicians started to use this US technology, it became apparent that successful implementation of an ultra­sound program required more than hands-on training and interpretation skills. Education on program management was needed to provide the key components to safe and effective diagnostic and procedural ultrasound.
In 2004, sponsored by a grant from the American College of Emergency Physicians, Dr. Vivek Tayal organized the rst Emergency Ultrasound Management Course which had the mission to provide ultrasound program directors the tools to set up a well-functioning program. Now, several other courses offered around the United States also offer education regarding program management.
The course was the rst recognized resource for emergency room ultrasound directors to learn the multifaceted components of program development. The faculty instructors were experts in their respective material including the core topic, the Ultrasound Director, given by Dr. Mike Blaivas.
Other specialties also recognize the need of program management and have included management education during their hands-on ultrasound courses, such as the American College of Chest Physicians Ultrasound Course at their national simulation center.
Although a few other small courses exist with a program management component and a few textbooks briey introduce the basics of program management, there is no comprehensive guide to this topic. Thus, this book is relevant to the continued growth of POC US.
Starting Point andSection Organization
Dr. Tayal’s introductory chapter is your rst priority. It is a global perspective on clinician-performed bedside ultrasound. Be sure to digest this important chapter as your rst task to becoming an informed ultrasound director.
How to Use this Book
ix
The early chapters of this book focus on the leadership of your program whether in your department or institution.
The second section centers on education at all levels recognizing that smaller machines have made ultrasound available for medical students to advanced practi­tioners. It even includes a section on ultrasound simulation, a growing educational tool.
The third section provides detailed logistics on equipment, maintenance, and safety. This is, by far, the most practical section for useful information and advice immediately applicable to your program.
In the fourth section, we focus on the engine of a program, which is the quality improvement program. We devoted a chapter to workow process which should get considerable attention of any new ultrasound director. For those with limited bud­gets we also offer a section on practical operating and educational solutions.
The fth section offers insight into hospital level credentialing, quality assur­ance, national politics, and recent issues with accreditation. This is followed by reimbursement and coding, which hands you the monetary keys to pay for your program.
The last section covers topics in specialized communities. Chapters focus on ultrasound in pediatrics, critical care, community, and ofce-based practices. Finally, the book covers ultrasound programs in emergency medical services and the global health effort.
If the reader is starting a program from the ground oor, the editors recommend reading rst the chapter titled: Ultrasound Director. The next steps are acquiring equipment, establishing a privileging pathway, providing education for the physi­cian staff, and setting up quality assurance. A crucial component to easing the work­load is a smooth functioning workow solution. These are the priority chapters the editors recommend for edgling programs.
Novel program recommended chapters Chapter 2: Ultrasound Director Chapter 12: Equipment Purchase Chapter 5: Introductory Education Chapter 16: Quality Assurance Chapter 17: Workow and Middleware
At whatever point your program is in its development, we make the promise to you that this book will give you the conceptual building blocks and ample specic details to take your program to the next level.
Park Ridge, IL Troy R.Foster, MD

Contents

1 Initial Approach toUltrasound Management: Making Ultrasound
Meaningful fromtheStart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Vivek S. Tayal
Section 1 US Leadership
2 Ultrasound Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Michael Blaivas
3 Job Search andContract Negotiations . . . . . . . . . . . . . . . . . . . . . . . . . 29
Laura Oh
4 Institutional Point ofCare Ultrasound . . . . . . . . . . . . . . . . . . . . . . . . . 37
Gerardo Chiricolo and Vicki E. Noble
Section 2 US Education
5 Introductory Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Brian B. Morgan and John L. Kendall
6 Continuing Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Molly E.W. Thiessen and Resa E. Lewiss
7 Undergraduate Ultrasound Education . . . . . . . . . . . . . . . . . . . . . . . . . 69
David P. Bahner and Nelson A. Royall
8 Residency Ultrasound Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Laura Nolting and Thomas Cook
9 Ultrasound Fellowship Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Christopher C. Raio and Srikar Adhikari
xi
xii
Contents
10 Point ofCare Ultrasound Issues forAdvanced Practice Providers
andNursing Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Eric J. Chin and Shane M. Summers
11 Simulation Medicine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Bret P. Nelson and Dan Katz
Section 3 US Machines and Equipment
12 Ultrasound Equipment andPurchase . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Rachel Liu, Christopher L. Moore, and Vivek S. Tayal
13 Ultrasound Equipment Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Andreas Dewitz
14 Ultrasound Associated Materials andEquipment . . . . . . . . . . . . . . . . 225
Matthew Lipton and Robinson M. Ferre
15 Ultrasound Safety and Infection Control . . . . . . . . . . . . . . . . . . . . . . . 243
Jason T. Nomura and Arun D. Nagdev
Section 4 US Workow
16 Ultrasound Quality Improvement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Patrick S. Hunt, Christopher David Wilbert, and Zachary T. Grambos
17 Workflow and Middleware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Christopher J. Bryczkowski and Mark W. Byrne
18 Practical Operating and Educational Solutions . . . . . . . . . . . . . . . . . . 301
Petra E. Duran-Gehring and Alfredo Tirado-Gonzalez
Section 5 US Program Politics, Recognition, and Value
19 Politics ofPoint ofCare Ultrasound . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Paul R. Sierzenski
20 Credentialing andPrivileging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Robert Jones
21 Accreditation inPoint of Care Ultrasound . . . . . . . . . . . . . . . . . . . . . . 337
Michael P. Mallin
22 Point ofCare Ultrasound ReimbursementandCoding . . . . . . . . . . . 345
Jessica R. Goldstein and Stanley Wu