Optima Dermatology

CLIA Laboratory Citation Details

2
Total Citations
9
Total Deficiencyies
4
Unique D-Tags
CMS Certification Number 36D2277070
Address 5817 Happy Hollow Road, Milford, OH, 45150
City Milford
State OH
Zip Code45150
Phone(513) 327-9244

Citation History (2 surveys)

Survey - December 18, 2025

Survey Type: Standard

Survey Event ID: RZMT11

Deficiency Tags: D5209 D6107 D5209 D6107

Summary:

Summary Statement of Deficiencies D5209 PERSONNEL COMPETENCY ASSESSMENT POLICIES CFR(s): 493.1235 As specified in the personnel requirements in subpart M, the laboratory must establish and follow written policies and procedures to assess employee and, if applicable, consultant competency. This STANDARD is not met as evidenced by: Based on record review and an interview with the Practice Manager (PM), and the Histology Technician (HT), the laboratory failed to establish and follow written policies and procedures to assess the competency of one staff member performing in the role of the Clinical Consultant, (CC), Technical Consultant (TC), Technical Supervisor (TS), and General Supervisor (GS). This affected one of three staff members reviewed for competency. Findings Include: 1. Review of the laboratory's Form CMS-209, approved via signature and date by the Laboratory Director on 11/21 /2025 and provided on the date of the inspection, found one staff member qualified and performing in the role of CC, TS, TC, and GS. Two additional staff members were listed for other roles. 2. Review of the laboratory's competency records from 07 /18/2024 through 12/18/2025, did not find any competency assessment documentation for the staff performing as the CC, TS, TC, and GS. 3. Review of the policy and procedure manual titled "CLIA Manual" signed and dated by the Laboratory Director on 07/21/2025, found no mention of competency assessments for the CC, TS, TC, and GS. 4. An interview on 12/09/2025 at 10:00 AM with PM and HT, confirmed the laboratory failed to establish and follow a policy and procedure for conducting CC, TS, TC, and GS competency assessments from 07/18/2024 through 12/18/2025. 5. Review of laboratory documentation revealed 795 patients tested in the subspecialty of Histopathology from 07/18/2024 through 12/18/2025. D6107 LABORATORY DIRECTOR RESPONSIBILITIES CFR(s): 493.1445(e)(15) Statement of Deficiencies (X1) Provider/Supplier/CLIA Identification Number (X3) Date Survey Completed Name of Provider or Supplier Street Address, City, State -- 1 of 2 -- (e)(15) Specify, in writing, the responsibilities and duties of each consultant and each supervisor, as well as each person engaged in the performance of the preanalytic, analytic, and postanalytic phases of testing, that identifies which examinations and procedures each individual is authorized to perform, whether supervision is required for specimen processing, test performance or result reporting and whether supervisory or director review is required prior to reporting patient test results. This STANDARD is not met as evidenced by: Based on record review and an interview with the Practice Manager (PM), the Laboratory Director (LD) failed to specify in writing the duties and responsibilities for personnel performing in the role of the Clinical Consultant (CC), Technical Supervisor (TS), Technical Consultant (TC), and General Supervisor (GS). This affected one of three staff members reviewed for duties and responsibilities. Findings include: 1. Review of the laboratory's form CMS-209 signed and dated by the LD on 11/21/2025, found one staff member performing in the role of CC, TS, TC, and GS. 2. Review of the policy and procedure manual titled, "CLIA Manual" approved via signature and date by the LD on 07/21/2025 revealed no evidence of the written duties and responsibilities for the CC, TS, TC, and GS, as delegated by the LD. 3. An interview on 12/18/2025 at 9:30 AM with the PM confirmed the LD failed to specify in writing the duties and responsibilities of the CC, TS, TC, and GS. 4. Review of laboratory documentation revealed 795 patients tested in the subspecialty of Histopathology from 07/18/2024 through 12/18/2025. -- 2 of 2 --

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Survey - July 18, 2024

Survey Type: Standard

Survey Event ID: EOCE11

Deficiency Tags: D6106 D6107 D6107 D5401 D6106

Summary:

Summary Statement of Deficiencies D5401 PROCEDURE MANUAL CFR(s): 493.1251(a) A written procedures manual for all tests, assays, and examinations performed by the laboratory must be available to, and followed by, laboratory personnel. Textbooks may supplement but not replace the laboratory's written procedures for testing or examining specimens. This STANDARD is not met as evidenced by: Based on record review and an interview with the Histology Technician (HT), the laboratory failed to follow their "Microscopic Examination for Fungus-KOH" policy and procedure. This deficient practice had the potential to affect 50 out of 50 patients tested in the subspecialty of Mycology from 12/18/2023 through 07/18/2024. Findings Include: 1. Review of the policy and procedure titled "Microscopic Examination for Fungus-KOH" signed and dated by the Laboratory Director on 06/24/2024 found the following statements: "Daily QC needs to be performed on each day of testing - to be conducted as follows: specimen to be collected by any testing personnel and results will need to be read by two testing personnel to make sure they are in agreement to continue testing for that day" 2. Review of test logs titled "Microscopic Examination for Fungus-KOH" from 12/18/2023 through 07/15/2024 did not find any daily QC read by two testing personnel. 3. The inspector requested the daily QC for the microscopic examination for fungus using KOH. The HT confirmed the laboratory did not conduct QC each day of patient testing for the microscopic examination for fungus using KOH as stated in the policy and procedure and was unable to provide the requested information. The interview occurred on 07/18/2024 at 11:15 a.m. QC; Quality Control KOH; Potassium Hydroxide D6106 LABORATORY DIRECTOR RESPONSIBILITIES CFR(s): 493.1445(e)(14) Statement of Deficiencies (X1) Provider/Supplier/CLIA Identification Number (X3) Date Survey Completed Name of Provider or Supplier Street Address, City, State -- 1 of 2 -- The laboratory director must ensure that an approved procedure manual is available to all personnel responsible for any aspect of the testing process. This STANDARD is not met as evidenced by: Based on review of the laboratory's policy and procedure manual and an interview with the Histology Technician (HT), the Laboratory Director (LD) failed to ensure approved policies and procedures were available to all personnel responsible for any aspect of the testing processes. This deficient practice had the potential to affect 450 out of 450 patients tested under the subspecialties of Histopathology and Mycology from 12/18/2023 through 07/18/2024. Findings Include: 1. Review of the policy and procedure manual titled, "CLIA Manual", found an approved cover page signed and dated by the LD on 06/24/2024. Further review of each section of the policy and procedure manual found individual cover pages signed and dated by the LD on 06/24 /2024. 2. Review of patient test logs revealed the following initial testing dates: Test Patient Initials Date Mohs IV 04/16/2024 KOH DC 12/18/2023 3. The HT confirmed patient testing had started prior to the LD policy and procedure approval. The interview occurred on 07/18/2024 at 10:30 a.m. KOH; Potassium Hydroxide D6107 LABORATORY DIRECTOR RESPONSIBILITIES CFR(s): 493.1445(e)(15) The laboratory director must specify, in writing, the responsibilities and duties of each consultant and each supervisor, as well as each person engaged in the performance of the preanalytic, analytic, and postanalytic phases of testing, that identifies which examinations and procedures each individual is authorized to perform, whether supervision is required for specimen processing, test performance or result reporting and whether supervisory or director review is required prior to reporting patient test results. This STANDARD is not met as evidenced by: Based on record review and an interview with the Histology Technician (HT), the Laboratory Director (LD) failed to specify in writing the duties and responsibilities of the Clinical Consultant (CC), Technical Supervisor (TS), Technical Consultant (TC), and General Supervisor (GS) listed on the form CMS-209. This deficient practice had the potential to affect 450 out of 450 patients tested under the subspecialties of Histopathology and Mycology from 12/18/2023 through 07/18/2024. Findings include: 1. Review of the laboratory's form CMS-209 Personnel Report (CLIA) found one individual listed as the CC, TS, TC, and GS. 2. Review of the policy and procedure manual titled, "CLIA Manual" approved via signature and date by the LD on 06/24/2024 failed to find evidence of the written duties and responsibilities for the CC, TS, TC, and GS as delegated by the LD. 3. An interview with the HT confirmed the LD failed to specify in writing the duties and responsibilities of the CC, TS, TC, and GS. The interview occurred 07/18/2024 at 10:20 a.m. -- 2 of 2 --

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