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- •How to Use this Book
- •Contents
- •Contributors
- •Objectives
- •US Management
- •Ultrasound Management Goals
- •Quality Improvement
- •Clinical Protocols
- •Information Management
- •Ultrasound Strategy
- •Situational Awareness
- •Creating a US Network with Key System Personnel
- •Timing
- •New Frontiers
- •Pitfalls
- •References
- •Objectives
- •Introduction
- •Leadership
- •Ultrasound Equipment
- •US Training
- •Who Else Is Using Ultrasound?
- •The Ultrasound Director Job
- •Extramural Involvement
- •Compensation
- •System Wide POC US Director
- •Medico-Legal Issues
- •Defensive Planning
- •Key Recommendation
- •Relevant Literature
- •References
- •Objectives
- •Introduction
- •Job Search
- •Peak Value
- •Contract Considerations
- •Negotiation
- •Discussion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •The Presentation
- •Programming
- •Capture Your Data
- •Synergy
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Pre-course Materials
- •Ultrasound Courses
- •Course Setting
- •Supplemental Education
- •Determining Competency
- •Pitfalls
- •Key Recommendations
- •References
- •Learning Objectives
- •Introduction
- •Deliberate Practice
- •Educational Goals
- •Blended Learning
- •Web-Based Instruction
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Main Ideas
- •Curriculum Development
- •General Needs Assessment
- •Targeted Needs Assessment
- •Basic Competencies
- •Advanced Competencies
- •Educational Strategies
- •Implementation
- •Ultrasound Champion
- •Funding Considerations
- •Discussion
- •Pitfalls
- •Key Recommendations
- •Medical School Year 2
- •Medical School Year 3
- •Medical School Year 4
- •References
- •Objectives
- •Introduction
- •Curriculum
- •Faculty
- •Equipment
- •Competency Assessment
- •Other Residency Experiences
- •EUS Fellowship Guidelines/Core Content
- •Education Skills
- •Quality Assurance
- •Leadership
- •Equipment
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Networking
- •Coding/Billing/Reimbursement
- •Budget/Economics
- •Credentialing/Privileges
- •Point-of-Care Ultrasound Program Accreditation
- •Problem Solving
- •Politics/Institutional POC US/Negotiation Skills
- •Discussion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Initial Education
- •Trainee-Based Pathway
- •Practice-Based Pathway
- •Experiential Component
- •Credentialing
- •Supervision
- •Independently Practicing APPs
- •Non-independently Practicing APPs
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Simulator Considerations
- •Commercially Available Simulators
- •Partial-Task Trainers: Phantoms
- •Anatomic Simulator: Live Model
- •Anatomic Simulator: Phantom
- •Anatomic Simulator: Computer-Based
- •Discussion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Machine Selection
- •Compact Cart-Based Ultrasound Machines
- •Hand-Carried Ultrasound Machines
- •Pocket-Carried Ultrasound Machines
- •Pole or Arm Mounted US Machines
- •Probe Selection
- •Equipment Purchase Considerations
- •Service
- •Image Quality
- •Machine Companies
- •Summary
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •US Machine Cleaning
- •Preventive Maintenance
- •Basic Toolkit
- •VCRs/CD Recorders
- •Broken Control Surface Buttons
- •Ultrasound Cart Wheel Assemblies
- •Wiring Check
- •Customizing
- •Essential Supplies
- •Power Cords
- •Small Parts Transducer Holder
- •US Carts Are Not Sacrosanct!
- •Color Code Your Transducers
- •US Cart Supplies
- •Industrial Velcro
- •Label Maker
- •Midline Markers
- •Artwork
- •Anthropomorphize Your Fleet
- •Signage
- •Ultrasound Supply Storage Cabinets
- •Poster Printer
- •Service Options
- •Original Equipment Manufacturer
- •Biomed Engineering
- •Equipment Insurance
- •Multi-Vendor Service Providers
- •Breakdowns
- •Longevity
- •Pitfalls
- •Key Recommendations
- •Objectives
- •Introduction
- •Machine Accessories
- •Barcode Reader
- •USB Accessories
- •Probe Accessories
- •Endocavitary Probe Covers
- •Sterile Probe Covers
- •Ultrasound Gel
- •Ultrasound Gel Warmers
- •Procedural Guidance Accessories
- •Echogenic Needles
- •Control Syringes
- •Needle Guides
- •Peripheral Intravenous Catheters
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Bioeffects
- •System Power
- •Thermal Index
- •Thermal Bioeffects
- •Mechanical Index
- •Nonthermal Bioeffects
- •Prudent Use
- •Ultrasound Safety Education
- •Infection Control
- •Noncritical Devices (Noninvasive Probes)
- •Semi-Critical Devices
- •Critical Devices
- •Other Ultrasound Machine Elements
- •Summary
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Terminology
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Infrastructure
- •Middleware
- •Data Entry
- •Report Generation
- •Image Review/Quality Improvement
- •Education/Credentialing
- •Order Entry/Billing
- •Middleware Vendors
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Media Acquisition Options
- •Internal Image Acquisition
- •External Image Acquisition
- •Image Format
- •Internet Cloud Storage
- •Video Editing Software
- •Ultrasound Education Creation
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Departmental Aspects
- •Interdepartmental Aspects
- •National Organizational Aspects
- •The Contrarian’s Viewpoint
- •Accreditation
- •Future Considerations
- •Conclusion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Key Terms
- •Historical Background
- •Obtaining Point-of-Care Ultrasound Privileges (Step-by-Step)
- •You Were Denied Privileging, Now What?
- •Pitfalls
- •Key Points
- •References
- •Objectives
- •Introduction
- •What Is Accreditation?
- •Other Ultrasound Imaging Accreditation Organizations
- •Pitfalls
- •Key Recommendation
- •References
- •Objectives
- •Introduction
- •CPT Coding
- •Global vs. Professional vs. Technical
- •Facility Setting
- •Professional Component
- •Technical Component
- •Medicare Patients: Hospital Outpatient Prospective Payment System
- •Medicare Patients: Inpatient Versus Outpatient
- •RVUs
- •Machine Purchase
- •Hand-Held Ultrasound Devices
- •Limited vs. Complete Ultrasound
- •Diagnostic vs. Procedural Codes
- •Add-on Codes
- •Nonphysicians Performing Ultrasounds
- •RN/Medics Performing Ultrasound-Guided Procedures
- •Licensed Independent Practitioners
- •Insurance Payment Policies
- •Technical Billing
- •Core Emergency Ultrasound CPT Codes
- •Diagnostic POC US
- •Trauma Ultrasound 93308, 76705, 76604
- •Female Pelvic Ultrasound: Pregnant 76815, 76817; Nonpregnant 76857, 76830
- •Abdominal Aortic Aneurysm (AAA), Urinary Tract 76775, Screening AAA 76706, Bladder 76857
- •Cardiac 93308
- •Biliary, Bowel, Hemoperitoneum, Appendix 76705
- •Abdominal Ultrasound LCDs: L31572, L34572
- •Deep Venous Thrombosis (DVT) 93971
- •Soft Tissue/Musculoskeletal
- •Thoracic Ultrasound 76604
- •Ocular Ultrasound 76512
- •Ultrasound-Guided Procedures
- •Advanced Emergency Ultrasound Codes
- •Outpatient vs. Inpatient
- •Government ABCs
- •Medicare
- •MACs
- •Medical Necessity/ICD
- •Payment Edits
- •Multiple Procedure Payment Reduction (MPPR)
- •Billing Optimization
- •Conclusion
- •Exhibit 1
- •Emergency Ultrasound Coding Guide 2017
- •References
- •Objectives
- •Introduction
- •Ultrasound Management in Global Medicine: Key Concepts
- •Equipment
- •Maintenance
- •Program Implementation
- •Education Strategies
- •Politics: Funding, Billing, Infrastructure
- •Discussion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Pediatric Abdominal Complaints
- •Pre-urethral (Bladder Size) Catheterization
- •Head Trauma
- •Musculoskeletal Complaints
- •FAST
- •Soft Tissue Infections
- •Pneumonia
- •Venous Access
- •Equipment
- •Managing Anxiety/Pain
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Ultrasound During Triage
- •Incorporating Ultrasound into Disaster Planning
- •Equipment
- •Conclusion
- •Key Recommendations
- •Objectives
- •Introduction
- •Trauma Evaluation
- •Cardiac Arrest
- •Telemedicine
- •Limitations
- •Conclusion
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Commitment
- •Soliciting Department Chair/Director Support
- •Safety
- •Cost
- •Ultrasound Director Support
- •Following Guidelines
- •Conclusion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Applications
- •Education
- •Medical Knowledge
- •Pathways
- •Skills Acquisition
- •Program Infrastructure
- •Program Director
- •Research Protocol Implementation
- •Equipment
- •Data Management
- •Quality Assurance
- •Conclusion
- •Pitfalls
- •Key Recommendations
- •References
- •Objectives
- •Introduction
- •Needs Assessment
- •Practical Considerations
- •Pitfalls
- •Key Recommendations
- •References
- •ACEP US Guidelines
- •ACEP Emergency US Imaging Criteria Compendium

Ultrasound
Program
Management
A Comprehensive Resource for
Administrating Point-of-Care,
Emergency, and Clinical Ultrasound
Vivek S. Tayal · Michael Blaivas
Troy R. Foster Editors
123

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 ofcial 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 denition 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, specically the rights of translation, reprinting, reuse of illustrations, recitation,
broadcasting, reproduction on microlms 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 specic 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 afliations.
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 workow
process. It is difcult 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 specic
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 reect 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 ofProgram 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 ofces 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 briey 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 andSection 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 workow 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 ofce-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 workow 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: Workow 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 specic
details to take your program to the next level.
Park Ridge, IL Troy R.Foster, MD

Contents
1 Initial Approach toUltrasound Management: Making Ultrasound
Meaningful fromtheStart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Vivek S. Tayal
Section 1 US Leadership
2 Ultrasound Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Michael Blaivas
3 Job Search andContract Negotiations . . . . . . . . . . . . . . . . . . . . . . . . . 29
Laura Oh
4 Institutional Point ofCare 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 ofCare Ultrasound Issues forAdvanced Practice Providers
andNursing 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 andPurchase . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Rachel Liu, Christopher L. Moore, and Vivek S. Tayal
13 Ultrasound Equipment Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Andreas Dewitz
14 Ultrasound Associated Materials andEquipment . . . . . . . . . . . . . . . . 225
Matthew Lipton and Robinson M. Ferre
15 Ultrasound Safety and Infection Control . . . . . . . . . . . . . . . . . . . . . . . 243
Jason T. Nomura and Arun D. Nagdev
Section 4 US Workow
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 ofPoint ofCare Ultrasound . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Paul R. Sierzenski
20 Credentialing andPrivileging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Robert Jones
21 Accreditation inPoint of Care Ultrasound . . . . . . . . . . . . . . . . . . . . . . 337
Michael P. Mallin
22 Point ofCare Ultrasound ReimbursementandCoding . . . . . . . . . . . 345
Jessica R. Goldstein and Stanley Wu
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