8.5 Equipment Quality Control, Machine Bypass, and Troubleshooting Escalation

Key Takeaways

  • Placing a machine in bypass diverts dialysate around the dialyzer so that out-of-specification fluid never contacts the membrane while blood flow continues, which is the correct immediate action when a facility-wide water or dialysate problem is suspected.
  • Quality-control discipline for reagent strips, colorimeters, and glucose meters requires in-date reagents, correct storage, exact timing, documented control results, and immediate removal from service of any device that fails control.
  • Troubleshooting escalates in a fixed order: protect the patient first, then identify whether the problem is patient, circuit, machine, or facility-wide, then correct within scope, then escalate to the nurse, biomedical technician, and medical director as indicated.
  • A machine that fails a pressure holding test, alarm test, conductivity verification, or disinfection residual test is tagged and removed from service; it is not returned to the floor on the basis of a single passing repeat.
  • Every corrective action, device failure, and equipment-related adverse event is documented and reported, because equipment malfunction and power failure are explicitly named reportable adverse events on the CCHT-A blueprint.
Last updated: September 2026

8.5 Equipment Quality Control, Machine Bypass, and Troubleshooting Escalation

Quick Summary: Entry-level technicians report alarms. Advanced technicians triage them - patient, circuit, machine, or facility - and take corrective action within scope. Two blueprint activities live here: perform quality control checks on equipment (test strips, glucose meter) and take corrective action ("troubleshoot") when equipment malfunctions.

Reading a Pattern Across the Floor

The most valuable diagnostic skill in this area is recognizing whether a problem is local or systemic.

ObservationMost likely levelFirst action
One machine alarms; the other nineteen are normalMachine or circuitAssess that circuit and machine; swap if needed
Several adjacent patients develop the same new symptomFacility-wide - water, dialysate, or concentratePlace affected machines in bypass, escalate immediately
All machines show a conductivity shift at onceCentral concentrate or water systemBypass, stop new initiations, escalate
Multiple patients febrile within the same shiftWater or dialysate contaminationEscalate; anticipate cultures and endotoxin testing
One patient's venous pressure rising aloneCircuit clotting or access outflowAssess circuit and access

NNCC's own preparation material presents exactly this reasoning: patients in the first five stations become hypertensive, worst in the first three, and the technician places all of those machines in bypass in order to interrupt a chain reaction. The pattern - a gradient of severity along a distribution loop - points to the fluid supply, not to five simultaneous coincidences.

What Bypass Actually Does

Bypass diverts dialysate around the dialyzer. Fluid circulates through the machine's hydraulic pathway and back to drain without contacting the membrane. Blood continues to flow through the circuit.

Consequences to understand:

  • The patient stops receiving clearance while in bypass. Time in bypass is time without diffusion or effective dialysis, and it must be documented because it affects delivered dose.
  • Ultrafiltration behavior depends on the machine; on most volumetric machines ultrafiltration is suspended in bypass.
  • The patient is protected from whatever is wrong with the dialysate - wrong conductivity, wrong temperature, chloramine, endotoxin, or an unknown contaminant.
  • Machines enter bypass automatically on conductivity or temperature out-of-range, and a machine that will not come out of bypass is telling you something real.

Bypass is the correct immediate protective action when dialysate quality is suspect. It is not a fix, and it is not a state in which a treatment should quietly continue for the rest of the run.

When bypass is not enough: if chlorine or chloramine breakthrough is confirmed past the polisher bed, or hemolysis is suspected, the response escalates to stopping the blood pumps, not returning blood, and terminating treatments - because the harmful agent has already reached the blood.

Quality Control on Testing Devices

The blueprint names test strips and glucose meters specifically. The same discipline applies to every measuring device a technician uses.

Reagent test strips and colorimeters (total chlorine, hardness, residual germicide, pH):

  • In date. Check the printed expiration on the bottle, not the box, and discard the bottle on the manufacturer's stated open-bottle date where one applies.
  • Stored capped, dry, and at the specified temperature. Strips are hygroscopic; a bottle left open on a humid water-room bench degrades within days and can read a falsely reassuring 0.00 ppm.
  • Timed exactly. Reading a strip early or late changes the color development and therefore the result.
  • Read against the correct chart and, for colorimeters, run the device's own check standard on the required schedule.
  • Documented with the value, time, tester, and lot number.
  • Never use the last strip without opening a new bottle - a bottle that runs empty mid-shift leaves the next required test undone.

Glucose meters:

  • Two levels of control solution run on the schedule facility policy sets - commonly each day of use, with each new lot, with each new operator, and after any device event.
  • Control solutions and strips in date and lot-matched to the meter's programmed code.
  • Results logged with operator identification.
  • A meter that reads outside the control range is removed from service and tagged, never used with a mental correction factor.
  • Operator competency documented for each user.

Scales, which set the ultrafiltration goal for every treatment, require documented calibration checks with known weights and immediate removal from service on failure. A scale that reads 0.8 kg heavy sends every patient on it home under dry weight.

Machine self-tests - pressure holding tests, alarm tests, and conductivity and temperature verification - are run per the manufacturer's and facility's schedule, and independent external verification of conductivity and pH confirms that the machine's internal sensors are honest.

The Escalation Pathway

When something malfunctions, work in this fixed order:

  1. Protect the patient. Bypass, reduce or stop the blood pump, clamp, or terminate - whichever the situation requires. Never troubleshoot a running problem with a patient still exposed to it.
  2. Classify the problem. Patient, circuit, machine, or facility-wide.
  3. Correct within scope. Reposition a kinked line, reseat a transducer protector, replace a wet transducer protector, adjust drip chamber levels, reseat the venous line in the detector, replace a leaking connector, reseat a concentrate connector, repeat a water test.
  4. Escalate to the registered nurse for anything involving patient status, prescription change, or a decision to terminate.
  5. Escalate to the biomedical technician for machine faults, repeated alarms without an identifiable circuit cause, failed self-tests, or a machine that will not clear bypass.
  6. Escalate to the nurse manager and medical director for facility-wide events, water quality failures, and anything affecting multiple patients.
  7. Tag and remove from service any device that failed. A red tag with the date, the failure observed, and the reporter's name goes on the machine, and the machine is physically moved or clearly marked so no one plugs it back in.
  8. Document and report the adverse event. Identify, report, and document an adverse event, e.g., equipment malfunction, power failure is a Technical activity on the blueprint. The incident report is not optional paperwork; it is how the facility's quality assessment and performance improvement program sees the problem at all.

Power Failure

Power loss is the named example of a reportable equipment adverse event, and every technician should know the unit's response cold:

  • Machines have battery backup for alarms and, on many models, the blood pump for a limited period; some units have generator support for a subset of stations.
  • Know the location of the manual hand crank for your machine model and how to use it to return blood at approximately 100 mL/min if power is not restored.
  • Do not open the blood pump door on a machine that may restore power without first securing the circuit.
  • Assess patients, keep the floor calm and lit, and follow the emergency operations plan for whether to terminate and discharge or wait.
  • Water systems and RO units generally do not run on backup power; treatment cannot simply continue in the dark.
  • Document the time of failure, the state of each patient, actions taken, and the time of restoration, and file the adverse event report.
Test Your Knowledge

The patients in the first five dialysis stations develop hypertension, with the most severe elevations in the first three patients. The technician places all of those dialysis machines into bypass. What is the purpose of this action?

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D
Test Your Knowledge

A technician discovers that the bottle of total chlorine test strips in the water room has been sitting uncapped on the bench and the printed expiration date passed two weeks ago. What is the significance of this finding?

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B
C
D
Test Your Knowledge

A dialysis machine has repeatedly alarmed on conductivity, will not clear bypass, and has now failed its pressure holding test. The technician has verified that the concentrate connections are correct and the concentrate containers are full. What is the appropriate next step?

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D