Laboratory Proficiency Testing Tracker | CLIA PT Management Log (Excel Template)

Laboratory Proficiency Testing Management & Corrective Action Tracker

**Professional Excel Workbook | 9 Organized Worksheets | Instant Digital Download**

Organize your laboratory's proficiency testing (PT) activities, monitor event deadlines, document performance results, and track investigations and corrective actions with the LabCendence™ Laboratory Proficiency Testing Management & Corrective Action Tracker.

Designed for clinical laboratory managers, supervisors, quality assurance professionals, and independent laboratory owners, this editable Excel workbook provides a centralized administrative tool for managing proficiency testing documentation.

WHAT'S INCLUDED

One editable Excel workbook containing nine organized worksheets:

1. **START HERE** — Workbook instructions and setup guidance.
2. **PT PROGRAM REGISTER** — Record PT providers, programs, specialties, analytes, and enrollment information.
3. **PT EVENT CALENDAR** — Track shipment dates, testing schedules, submission deadlines, and evaluation reports.
4. **PT RESULTS TRACKER** — Document evaluation outcomes, scores, and performance classifications.
5. **UNSATISFACTORY EVENTS** — Record unacceptable or unsuccessful PT performance and investigation findings.
6. **CORRECTIVE ACTIONS** — Track root cause investigations, corrective measures, responsibilities, and effectiveness reviews.
7. **STAFF RESPONSIBILITIES** — Document assigned personnel and PT-related duties.
8. **MANAGEMENT DASHBOARD** — Review upcoming deadlines, PT performance records, and unresolved follow-up activities.
9. **REGULATORY NOTES** — Important CLIA PT considerations, documentation reminders, and limitations.

KEY FEATURES

- Nine organized Excel worksheets
- Editable PT program and analyte records
- PT event and deadline tracking
- Results and performance documentation
- Investigation and corrective action records
- Staff responsibility assignments
- Management dashboard
- Dropdown selections and date-based calculations
- Fictional example records
- Reusable laboratory management format

IDEAL FOR

- Independent clinical laboratories
- Physician office laboratories performing nonwaived testing
- Laboratory managers and supervisors
- Laboratory quality assurance professionals
- Regulatory compliance consultants
- Healthcare diagnostic testing facilities

HOW TO USE

1. Download and open the Excel workbook.
2. Review the START HERE instructions.
3. Replace the fictional examples with your laboratory's information.
4. Enter PT programs, analytes, enrollment information, and event deadlines.
5. Record performance evaluations and any required investigations.
6. Document corrective actions and effectiveness checks.
7. Review the dashboard and maintain supporting PT records according to your laboratory procedures.

IMPORTANT REGULATORY INFORMATION

This workbook is a supplemental administrative and documentation tool. It does not replace enrollment in an approved PT program, original PT records, required evaluation reports, approved laboratory procedures, or applicable CLIA, state, and accreditation requirements.

PT participation, specimen handling, testing, result submission, investigation, and corrective action requirements must be followed independently of this workbook.

Certain PT activities are subject to specific federal requirements, including restrictions on referral of PT specimens and communications concerning PT results before submission deadlines.

This workbook does not determine regulatory compliance, establish acceptable performance, or guarantee successful inspection outcomes.

DIGITAL DOWNLOAD

- One editable Microsoft Excel workbook (.xlsx)
- Nine organized worksheets
- Instant digital delivery after purchase
- No physical product shipped
- Microsoft Excel recommended

**Created by LabCendence™ Regulatory Advisors**

Clinical Laboratory Compliance • Quality Management • Regulatory Consulting