Modern overhaul of the Pre-CPB checklist: Leveraging live data capture to replace yes/no checklist design

Abstract

Introduction

Standard “yes/no”' checklists fail to meet their purported goals of enhancing patient safety because they enable inattentive completion and complacency. The mere presence of a check mark is a measure of compliance, not task completion. While perfusion equipment has become vastly more sophisticated with Electronic Medical Record (EMR) capability, digital pre-cardiopulmonary bypass (CPB) checklists remain identical to their ineffective paper predecessor.

Methods

We detail a novel pre-CPB checklist framework that integrates the aviation industry's principles of Condition-Based Monitoring (CBM) with the pre-CPB checklist to evaluate the functionality of the heart-lung machine (HLM) based on the predictability of its performance. Live data capture records all pump data during the CBM-checklist test and documents the results directly into the intraoperative record.

Results

The perfusionist demonstrates the pump is “functional and appropriate” when the CBM checklist tasks produce measured parameters that fall within defined expected ranges. Deviations from “normal values” become immediately apparent and direct the perfusionist’s attention toward potential problems, thereby encouraging proactive intervention.

Discussion

Leveraging EMR to produce accurate checklist documentation aligns compliance efforts with informed root cause analysis and genuine quality improvement. The recorded CBM checklist redefines transparency and strengthens perfusionists’ commitment to quality by prioritizing accountability and promoting a “Just Culture”.