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Veterinary Clinical Pathology ISSN 0275-6382

SPECIAL REPORT

Guidelines for resident training in veterinary clinical pathology. III:


cytopathology and surgical pathology
Beverly A. Kidney1, Sharon M. Dial2, Mary M. Christopher3
1
Department of Veterinary Pathology, Western College of Veterinary Medicine, University of Saskatchewan, Saskatoon, SK, Canada; 2Arizona Veterinary
Diagnostic Laboratory, University of Arizona, Tucson, AZ, USA; and 3Department of Pathology, Microbiology, and Immunology, School of Veterinary
Medicine, University of California, Davis, CA, USA

Key Words Abstract: The Education Committee of the American Society for Veteri-
Clinical pathology, competency, cytopathology, nary Clinical Pathology has identified a need for improved structure and
learning objectives, resident training, surgical guidance of training residents in clinical pathology. This article is the third
pathology in a series of articles that address this need. The goals of this article are to
Correspondence
describe learning objectives and competencies in knowledge, abilities, and
Beverly A. Kidney, Department of Veterinary skills in cytopathology and surgical pathology (CSP); provide options and
Pathology, Western College of Veterinary ideas for training activities; and identify resources in veterinary CSP for
Medicine, University of Saskatchewan, 52 faculty, training program coordinators, and residents. Guidelines were de-
Campus Drive, Saskatoon, SK S7N 5B4, veloped in consultation with Education Committee members and peer ex-
Canada perts and with evaluation of the literature. The primary objectives of
E-mail: beverly.kidney@usask.ca training in CSP are: (1) to develop a thorough, extensive, and relevant
knowledge base of biomedical and clinical sciences applicable to the prac-
DOI:10.1111/j.1939-165X.2009.00172.x
tice of CSP in domestic animals, laboratory animals, and other nondomestic
animal species; (2) to be able to reason, think critically, investigate, use sci-
entific evidence, and communicate effectively when making diagnoses and
consulting and to improve and advance the practice of pathology; and (3)
to acquire selected technical skills used in CSP and pathology laboratory
management. These guidelines define expected competencies that will
help ensure proficiency, leadership, and the advancement of knowledge
in veterinary CSP and will provide a useful framework for didactic and
clinical activities in resident-training programs.

Introduction cytopathology and surgical pathology (CSP), including


the microscopic evaluation of cytologic specimens and
Residency and graduate programs in veterinary clinical surgical biopsies.
pathology provide advanced training in the know- Guidelines for resident training in veterinary clin-
ledge, abilities, and skills of clinical laboratory sciences, ical chemistry and hematology have been published
including cytopathology, surgical pathology, hematol- previously.1,2 The reader is referred to those guidelines
ogy, clinical chemistry, quality assurance, and labora- for general information on defining and organizing
tory management. Residents and graduate students learning objectives. The purpose of the present article
must spend at least 3 years under the supervision of a is: (1) to define learning objectives and expected com-
board-certified clinical pathologist to acquire eligibility petencies in knowledge, abilities, and skills in CSP; (2)
to take the American College of Veterinary Pathologists to suggest options and ideas for educational experi-
certification examination in clinical pathology, one- ences in CSP within clinical pathology training pro-
fourth of which involves the principles and practice of grams; and (3) to identify useful resources for helping
residents achieve the learning objectives in CSP.
This report was written on behalf of the Education Committee of In writing these objectives we drew on our own
the American Society for Veterinary Clinical Pathology (ASVCP) experience and the experience of members of the
and was approved as a consensus guideline by the ASVCP Exec- American Society for Veterinary Clinical Pathology
utive Board. Education Committee and peer experts, consulted

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c 2009 American Society for Veterinary Clinical Pathology 281
Resident training in CSP Kidney et al

published standards of cytopathology practice,3,4 and strated, such as by describing, explaining, or illustrat-
considered general and pathology-specific competen- ing should be defined within each program):
cies expected of medical residents in anatomic pathol-
ogy (which includes cytopathology) and laboratory
medicine.5–12
General (applicable to both cytopathology and
As in previous guidelines, the learning objectives
surgical pathology)
in this article are organized under knowledge, abilities,
and skills. The section on knowledge focuses on cur- 1. The organization, equipment, and techniques used
ricular content, leaving it to the trainers in individual in a pathology laboratory, including sample sub-
programs to determine how knowledge and under- mission, processing, preparation, and staining
standing should be demonstrated within the context of methods; quality control procedures; principles of
their program. Similarly, the expected level of mastery cost-effectiveness; the storage, disposal, and archiv-
for abilities and skills also should be determined by the ing of specimens; and the role and training of tech-
training institution. One method for doing so is to nologists.
apply terms such as ‘‘familiarity’’ (basic knowledge 2. Potential pathogens that can be transmitted to lab-
level, can perform a task with supervision), ‘‘working oratory personnel, clinicians, or the public from
knowledge’’ (intermediate knowledge level, can dem- body fluids, cells, or tissue specimens; basic safety
onstrate or perform a task independently), and ‘‘profi- precautions; and institutional and regulatory guide-
ciency’’ (advanced knowledge level, can perform and lines on the use and handling of samples from an-
troubleshoot a task with skill). Finally, like the Accred- imals and on the appropriate reporting of disease.
itation Council for Graduate Medical Education 3. Commonly used routine and special cytochemical
(ACGME), which has defined competencies for pathol- and histochemical stains, including rapid stains; for
ogy training,5,6,13 we have chosen not to assign skill each of these stains, the biochemical principles of
levels to each objective as programs differ in length and staining, indications for use, and expected staining
structure. However, resident training in veterinary patterns in normal and abnormal cells and tissues of
clinical pathology should emphasize progressively in- different species.
creasing responsibilities that build on knowledge and 4. Sources of preanalytical, analytical, and postanalyt-
experience in each area over time. ical error in the collection, submission, preparation,
We hope these guidelines provide a useful frame- storage, examination, and reporting of CSP speci-
work for didactic and applied activities in postgraduate mens.
training programs and for acquisition of the appropri- 5. Principles and applications of immunochemical
ate knowledge, abilities, and skills necessary for com- analysis, including methods of sample collection,
petence, proficiency, and leadership in CSP practice. fixation, and preparation; antibodies and prolifera-
The objectives also may be useful in guiding assess- tion markers; methods of immunostaining, with
ment of resident progress in CSP. This document is appropriate controls and validation; specificity, sen-
meant only as a guideline and not as a template for sitivity, and limitations; and interpretation of re-
board examination study or program structure. Insti- sults.
tutional and individual goals and priorities vary widely 6. Indications for expedited processing and evaluation
and may affect the level of proficiency required or de- of CSP specimens.
sired in specific areas. Because of the need to train 7. Sample handling requirements and quality control
clinical pathologists for diverse career pathways, we steps for special analyses (eg, flow cytometry, micro-
have aimed for comprehensiveness. biologic cultures, analysis of crystals, electron mi-
croscopy).
8. Indications for and basic principles of analysis and
Knowledge Base in CSP quality control for ancillary diagnostic procedures,
including immunofluorescence microscopy, PCR
Residents must develop a thorough, extensive, and assays, flow cytometry, image analysis, and electron
relevant knowledge base of biomedical and clinical sci- microscopy.
ences as applicable to the practice of CSP in domestic 9. Fundamentals of basic pathologic processes, includ-
animals, laboratory animals, and other nondomestic ing inflammatory, degenerative, congenital, and
animal species. A resident should demonstrate know- immune-mediated disorders and disorders of
ledge in the following areas (the means by which growth (hyperplasia, neoplasia, metaplasia, and
knowledge and understanding should be demon- dysplasia) in different species and tissues.

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Kidney et al Resident training in CSP

10. Common grading and staging systems as applied to tions, controls, collection tubes, analyzers and
neoplasms in animals. instruments, limits of detection, and interferences.
11. Salient aspects of life cycle, geographic distribution, 4. Appropriate methods, instruments, and materials
pathophysiology, and implications of infectious for collecting and preparing cytologic samples, in-
agents and organisms, including parasites, proto- cluding fine-needle aspirates (FNA) and samples
zoa, fungi (hyphae and yeasts), bacteria, rickettsia, collected using nonaspiration techniques, brushes,
mycobacteria, and algae, found in CSP samples. imprints, scrapings, slide-over-slide preparations
12. Fundamentals of molecular biology as they relate (squash preparations), direct smears, line smears,
to the diagnosis of disease, including infectious, wedge smears, sediment smears, wet mounts, and
immune-mediated, degenerative, hereditary, and cytocentrifuged preparations, with comparison of
neoplastic diseases. the advantages and limitations of different meth-
13. Similarities and differences between cytopathologic ods for obtaining high-quality samples.
and histopathologic evaluation, specifically, the 5. How to evaluate cytologic specimens, including
strengths, limitations, and correlation of cytopatho- elements that comprise an adequate specimen,
logic and histopathologic specimens and findings, common artifacts, and indications for ancillary
including differences in sample characteristics and techniques.
representation, tissue architecture, staining, cell 6. The cytopathologic features of normal, reactive/
preservation and morphology, and relative contri- hyperplastic, infectious, dysplastic, and neoplastic
butions to decision support. conditions, including criteria of malignancy, in
14. General criteria, terminology, and basic elements commonly sampled sites, including oral cavity, na-
of a cytopathologic or surgical biopsy report, in- sal cavity, airways, lung, bone, urinary bladder,
cluding clinical and patient information, necessary prostate, mammary gland, lymph nodes, spleen,
dates and times, documentation of the specimens liver, pancreas, gastric mucosa, intestine, rectum
submitted, a thorough and accurate gross and/or and cloaca (including feces), kidney, adrenal
microscopic description (or determination of gland, thyroid gland, salivary gland, skin and ad-
when one is needed), an interpretation, and com- nexal glands, external ear canal, endometrium,
ments related to prognosis, sample limitations, or vagina, testicles, conjunctiva, and cornea, as well
other relevant information; turnaround times and as subcutaneous, soft tissue, intraabdominal, and
timeliness of reporting; indications and use of syn- intrathoracic masses and masses in any other site.
optic reports. 7. The cytopathologic features of common types of le-
15. Principles of microscopy, photomicroscopy, and sions in infrequently sampled sites, such as brain.
other digital applications, such as morphometry 8. Familiarity with cytologic features and criteria for
and telepathology. Basic principles of informatics evaluating vaginal smears and sperm samples in
in pathology, including methods and standards for the determination of stages of estrus and semen
reporting (eg, diagnostic coding and nomencla- quality.
ture), storing, retrieving, and analyzing CSP infor- 9. The cytopathologic definition, description, and
mation and images. significance of background findings in a specimen.
10. The cytopathologic features of various organisms
and their different stages and the special stains
Cytopathology
used in their identification.
1. Methods of collection of body fluids from animals, 11. Interpretation of positive and negative immunocyto-
including effusions, lavage fluids, and urine, with chemical results and artifacts in cytologic specimens.
comparison of the advantages and limitations of
different methods for obtaining high-quality sam-
Surgical pathology and electron microscopy
ples from different tissues and lesions.
2. Proper handling, analysis, cytologic examination, 1. Routine methods used for collection, fixation,
and classification of body fluid samples and ex- trimming, embedding, and sectioning of tissue bi-
pected normal and abnormal findings for specific opsy specimens.
fluid types, including effusions, lavage fluids, 2. Strengths and limitations of different types of bi-
synovial fluid, urine, gastric/rumen fluid, ocular opsy samples (eg, needle vs wedge) and criteria for
fluid, and cerebrospinal fluid. assessment of specimen adequacy.
3. Principles and methods of cell and solute measure- 3. How to evaluate histopathologic specimens, includ-
ments in body fluid samples, including indica- ing elements that comprise an adequate specimen,

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orientation of the tissue, common artifacts, and 6. Determine the adequacy of a CSP preparation and
the need for ancillary techniques. stain and identify preanalytical and analytical
4. The histopathologic features of normal, reactive/ sources of unsatisfactory or inadequate prepara-
hyperplastic, infectious, dysplastic, and neoplastic tions, including the effects of prolonged sample
conditions, including criteria of malignancy, in storage and autolysis and recognition of exposure
commonly biopsied sites, especially those fre- of specimens to formalin; troubleshoot stain qual-
quently evaluated using cytologic methods. ity issues.
5. The histopathologic features of various organisms 7. Write a clear, concise, and complete microscopic
and the special stains used in their identification. description for CSP specimens in a timely manner
6. The interpretation of positive and negative immuno- using appropriate organization, format, and termi-
histochemical results for patient and control samples nology; formulate a reasonable and accurate diag-
and the recognition of artifacts. nosis (morphologic, clinical, and/or etiologic), and
7. Standardized methods for evaluation and reporting differential diagnosis.
of biopsy samples set forth by specialty organiza- 8. Evaluate the margins of a tumor section.
tions (eg, World Small Animal Veterinary Associa- 9. Describe, semiquantify, and interpret the signifi-
tion Gastrointestinal Standardization Group for cance of cells, formed elements, organisms, and
evaluation of endoscopic biopsies in dogs and cats). artifacts in urine sediment preparations.
8. Optionally, the indications and limitations per- 10. Determine the need for and obtain pertinent clin-
taining to frozen sections. ical and diagnostic information from a patient or
9. Procedures used for preparing and submitting tis- client record, integrate the information with cyto-
sue and fluid specimens for electron microscopy. logic and histopathologic findings in formulating a
10. Common ultrastructural features of cells, tissues, final CSP diagnosis, and recommend clinical fol-
and organisms (eg, viruses) in diseases that rou- low-up.
tinely require electron microscopy for diagnosis. 11. Identify the need for and choose appropriate special
stains and other ancillary techniques that may be
indicated in the evaluation of a CSP specimen,
Ability to Interpret, Investigate, and identify controls needed, and interpret the results.
12. Select an appropriate antibody panel for the differ-
Communicate
ential diagnosis of neoplastic diseases and interpret
positive and negative findings.
Residents must develop abilities in deductive reason-
13. Select appropriate additional tests, such as biochemi-
ing, critical thinking, and investigation in making di-
cal analyses, for the evaluation of body fluids and
agnoses and consulting in CSP, must evaluate and
urine.
assimilate scientific evidence to improve their practice
14. Add necessary amendments and/or addenda to
of pathology, and must effectively communicate with
CSP reports.
clinicians, colleagues, and laboratory staff. A resident
15. Verify the cytologic interpretation/diagnosis via re-
should apply, analyze, synthesize, and evaluate
sults from biopsy, serologic testing, bacterial or fun-
knowledge in CSP as follows:
gal cultures, PCR, or necropsy or by other means.
1. Verify that a cytologic or histologic requisition is 16. Determine how and when to obtain internal and
completed correctly; troubleshoot missing speci- external consultations and document the results
mens (investigate chain of custody issues) and re- appropriately; be able to resolve (or determine the
solve questions of specimen identity. reasons for) diagnostic disagreement.
2. Manage workflow and supervise staff in the pa- 17. Correlate cytologic and histopathologic findings
thology laboratory. from the same lesion, both in aggregate for qual-
3. Evaluate the cost-effectiveness of CSP procedures ity assurance purposes and on a case-by-case basis
in the pathology laboratory. for diagnostic purposes.
4. Advise clinicians and respond to their questions 18. Communicate with clinicians regarding specimen
concerning methods of collection, cytopreparatory quality, to clarify a diagnosis, and to indicate the
processing, and turnaround time for results from probability of a diagnosis and differential diag-
the pathology laboratory. noses.
5. Explain the reasons and make recommendations 19. Provide decision support to clinicians, verbally and
for using cytopathology and/or histopathology to in writing, regarding the potential implications of
evaluate a particular lesion. a diagnosis, recommended strategies for additional

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Kidney et al Resident training in CSP

procedures or testing, and recommendations on electron microscopy; optionally, perform the ac-
monitoring and prognosis. tual procedures.
20. Interpret quality control data (eg, cell counts on an 10. Preserve and submit cytologic and histologic spec-
automated instrument, calibration of refractome- imens for immunochemical staining; optionally,
ters) and make appropriate decisions regarding perform the actual procedures.
test procedures, accuracy, and personnel training. 11. Observe and, optionally, independently perform
21. Interpret the results of method comparisons (eg, tests in clinical molecular pathology, including
manual versus automated nucleated cell counts in PCR analysis and tests for lymphocyte clonality.
fluids) and make appropriate decisions regarding 12. Obtain high-quality photomicrographs with inter-
standard operating procedures and reference values. nal markers.
22. Give an effective oral presentation by presenting 13. Develop and implement a Standard Operating
cases at conferences and rounds with clarity, com- Procedure for a CSP method; participate in quality
pleteness, succinctness, and high-quality images assurance procedures in the CSP laboratory.
and reach reasonable interpretive conclusions.
23. Manage a CSP image collection using photo-edit-
ing and image management software. CSP Training Activities and Integration into
24. Critically evaluate the literature pertaining to CSP, Training Programs
including study design and methods, appropriate
extrapolation of data to different patient popula- Learning objectives in CSP may be accomplished by
tions, and resolution of conflicting results and in- many different training activities as well as by inde-
terpretations. pendent study. Routine examination, description, and
25. Design a study that correlates cytopathologic and interpretation of CSP specimens with clinical follow-
histopathologic findings, including appropriate up and consultation with referring clinicians and
definition of the criterion standard, differentiation specialists are essential. Evaluation of gross necropsy
between prospective and retrospective sample col- findings and collection and interpretation of cytologic
lection, and use of appropriate methods for report- and histologic samples obtained at necropsy also may
ing results. be useful. Participation in journal clubs, presentation
of cases at rounds and conferences, teaching, writing
case reports, and involvement in research projects in-
Laboratory Operational and Technical Skills
volving CSP are valuable learning activities. Residents
also could be encouraged to keep logbooks or portfolios
Residents must acquire selected technical skills and
of complex or interesting cases they have handled.
procedures used in CSP and in pathology laboratory
Faculty and other board-certified clinical and ana-
management. A resident should demonstrate the abil-
tomic pathologists involved with resident training in
ity to perform the following skills:
CSP play an integral role in reviewing and critiquing
1. Report body fluid data using appropriate units of CSP descriptions and reports written by residents, eval-
measure and significant digits. uating the effectiveness and quality of oral and written
2. Perform an FNA biopsy from a superficial tissue case presentations, and perhaps teaching graduate-
using proper technique; determine specimen ade- level courses in CSP. Many institutions maintain case
quacy. files, slide banks, or digital archives of CSP materials
3. Assist in the performance of deep FNA biopsy in set- that can be used by residents for educational purposes.
tings such as diagnostic imaging or endoscopy proce- The ACGME guidelines for pathology5 and associated
dures, with appropriate determination of specimen current literature on competency-based pathology res-
adequacy. idencies6–11,13 and evaluation11,12 are valuable re-
4. Prepare and stain a cytologic specimen. sources for developing a programmatic approach to
5. Prepare a cytocentrifuged preparation. CSP training.
6. Count cells using appropriate methods and use re- Finally, CSP, perhaps more than other areas of
fractometry to analyze body fluids. training in clinical pathology, creates unique opportu-
7. Semiquantify formed elements in urine sediment. nities for cross-training between anatomic and clinical
8. Independently report the results of both routine pathology services. Creative integration of CSP activi-
and complex CSP cases in a timely manner. ties and education can facilitate optimal diagnostic ap-
9. Preserve and submit fluid, cell, and tissue samples proaches and improve information transfer and
for immunofluorescence, flow cytometry, and learning.

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The authors gratefully acknowledge the peer experts who
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