Laboratory Methods and Strategies for Antimicrobial Susceptibility Testing

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Laboratory Methods and Strategies for Antimicrobial Susceptibility Testing

Objectives

1. List the relevant factors considered for control and standardization of antimicrobial susceptibility testing.

2. Describe testing conditions (medium, inoculum size, incubation conditions, incubation duration, controls, and purpose) for the broth dilution, agar dilution, and disk diffusion methods.

3. Define a McFarland standard and explain how it is used to standardize susceptibility testing.

4. Explain how end points are determined for the broth dilution, agar dilution, and disk diffusion methods.

5. Define the minimal inhibitory concentration (MIC) break point and identify the types of testing used to determine an MIC.

6. Define peak and trough levels and describe the clinical application for the data associated with each level.

7. Define the susceptible, intermediate, and resistant interpretive categories of antimicrobial susceptibility testing.

8. Outline the basic principles for agar screens, disk screens, and the “D” test for antimicrobial resistance detection, including method, application, and clinical utility.

9. Explain the principle and purpose of the chromogenic cephalosporinase test.

10. Compare and contrast molecular methods to detect resistance mechanisms versus traditional susceptibility testing, including clinical utility, effectiveness, and specificity.

11. Restate the principle of the minimal bactericidal concentration, time-kill assay, serum bactericidal test, and synergy test.

12. Define synergy and indifferent and antagonistic interactions in drug combinations.

13. Define and describe the purpose of drug susceptibility testing as it relates to the use of predictor drugs and organismal identification.

14. List the criteria for determining when to perform susceptibility testing.

15. Describe the purpose of reviewing susceptibility profiles and provide examples of profiles requiring further evaluation.

As discussed in Chapter 11, most clinically relevant bacteria are capable of acquiring and expressing resistance to antimicrobial agents commonly used to treat infections. Therefore, once an organism is isolated in the laboratory, characterization frequently includes tests to detect antimicrobial resistance. In addition to identifying the organism, the antimicrobial susceptibility profile often is a key component of the clinical laboratory report produced for the physician. The procedures used to produce antimicrobial susceptibility profiles and detect resistance to therapeutic agents are referred to as antimicrobial susceptibility testing (AST) methods. The methods applied for profiling aerobic and facultative anaerobic bacteria are the focus of this chapter; strategies for when and how these methods should be applied are also considered. Procedures for antimicrobial susceptibility testing of clinical isolates of anaerobic bacteria and mycobacteria are discussed in Chapters 41 and 43, respectively.

Goal and Limitations

The primary goal of antimicrobial susceptibility testing is to determine whether the bacterial isolate is capable of expressing resistance to the therapeutic antimicrobial agents selected for treatment. Because intrinsic resistance is usually known for most organisms, testing for instrinsic resistance usually is not necessary and organism identification is sufficient. In essence, antimicrobial susceptibility tests are assays designed to determine the extent of acquired resistance in any clinically important organism for which the antimicrobial susceptibility profile is unpredictable.

Standardization

For laboratory tests to accurately determine organism-based resistances, the potential influence of environmental factors on antibiotic activity should be minimized (see Chapter 11). This is not to suggest that environmental resistance does not play a clinically relevant role; however, the major focus of the in vitro tests is to measure an organism’s expression of resistance. To control the impact of environmental factors, the conditions for susceptibility testing are extensively standardized. Standardization serves three important purposes:

Standard conditions for antimicrobial susceptibility testing methods have been established based on numerous laboratory investigations. The procedures, guidelines, and recommendations are published in documents from the Subcommittee on Antimicrobial Susceptibility Testing of the Clinical and Laboratory Standards Institute (CLSI). The CLSI documents that describe various methods of antimicrobial susceptibility testing are continuously updated and may be obtained by contacting CLSI, 940 W. Valley Road, Suite 1400, Wayne, Pennsylvania, 19087. http://www.clsi.org

The standardized components of antimicrobial susceptibility testing include:

Limitations of Standardization

Although standardization of in vitro conditions is essential, the use of standard conditions imparts some limitations. Most notably, the laboratory test conditions cannot reproduce the in vivo environment at the infection site where the antimicrobial agent and bacteria will actually interact. Factors such as the bacterial inoculum size, pH, cation concentration, and oxygen tension can differ substantially, depending on the site of infection. Additionally, several other important factors play key roles in the patient outcome and are not taken into account by susceptibility testing. Some of these factors include:

Despite these limitations, antimicrobial resistance can substantially alter the rates of morbidity and mortality in infected patients. Early and accurate recognition of resistant bacteria significantly aids the selection of antimicrobial therapy and optimal patient management. Thus, in vitro susceptibility testing provides valuable data that are used in conjunction with other diagnostic information to guide patient therapeutic options. Additionally, as discussed later in this chapter, in vitro susceptibility testing provides the data to track resistance trends among clinically relevant bacteria.

Testing Methods

Principles

Three general methods are available to detect and evaluate antimicrobial susceptibility:

The method used depends on factors such as clinical need, accuracy, and convenience. Given the complexities of antimicrobial resistance patterns, a laboratory may commonly use methods from more than one category.

Methods That Directly Measure Antimicrobial Activity

Methods that directly measure antimicrobial activity involve bringing the antimicrobial agents of interest and the infecting bacterium together in the same in vitro environment to determine the impact of the drug’s presence on bacterial growth or viability. The level of impact on bacterial growth is measured, and the organism’s resistance or susceptibility to each agent is reported to the clinician. Direct measures of antimicrobial activity are accomplished using:

Conventional Testing Methods: General Considerations

Some general considerations apply to all three methods, including inoculum preparation and selection of antimicrobial agents.

Inoculum Preparation.

Properly prepared inocula are the key to any antimicrobial susceptibility testing method. Inconsistencies in inoculum preparation may lead to inconsistencies and inaccuracies in susceptibility test results. The two important requirements for correct inoculum preparation are use of a pure culture and use of a standard-sized inoculum.

Interpretation of results obtained with a mixed culture is not reliable and can substantially delay reporting of results. Pure inocula are obtained by selecting four or five colonies of the same morphology, inoculating them into a broth medium, and allowing the culture to achieve active growth (i.e., midlogarithmic phase), as indicated by observable turbidity in the broth. For most organisms this requires 3 to 5 hours of incubation. Alternatively, four to five colonies 16 to 24 hours of age may be selected from an agar plate and suspended in broth or 0.9% saline solution to achieve a turbid suspension.

Use of a standard inoculum size is as important as culture purity and is accomplished by comparing the turbidity of the organism suspension with a turbidity standard. McFarland turbidity standards, prepared by mixing 1% sulfuric acid and 1.175% barium chloride to obtain a solution with a specific optical density, are commonly used. The 0.5 McFarland standard, which is commercially available, provides an optical density comparable to the density of a bacterial suspension of 1.5 × 108 colony forming units (CFU) per milliliter. Pure cultures are grown or are prepared directly from agar plates to match the turbidity of the 0.5 McFarland standard (Figure 12-1). The newly inoculated bacterial suspension and the McFarland standard are compared by examining turbidity against a dark background. Alternatively, any one of various commercially available instruments capable of measuring turbidity may be used to standardize the inoculum. If the bacterial suspension does not match the standard’s turbidity, the suspension may be further diluted or supplemented with more organisms as needed.

Selection of Antimicrobial Agents for Testing.

The antimicrobial agents chosen for testing against a particular bacterial isolate are referred to as the antimicrobial battery or panel. A laboratory may use different testing batteries, but the content and application of each battery are based on specific criteria. Although the criteria listed in Box 12-1 influence the selection of the panel’s content, the final decision should not be made by the laboratory independently; input from the medical staff (particularly infectious diseases specialists) and the pharmacy is imperative.

Box 12-1   Criteria for Antimicrobial Battery Content and Use

CLSI publishes up-to-date tables listing potential antimicrobial agents recommended for inclusion in batteries for testing against specific organisms or organism groups. Two tables are of particular interest: Table 1, “Suggested Groupings of U.S. FDA–Approved Antimicrobial Agents That Should Be Considered for Routine Testing and Reporting on Nonfastidious Organisms by Clinical Microbiology Laboratories,” and Table 1A, “Suggested Groupings of U.S. FDA–Approved Antimicrobial Agents That Should Be Considered for Routine Testing and Reporting on Fastidious Organisms by Clinical Microbiology Laboratories.” Because revisions are made annually, laboratory protocols should be reviewed and modified accordingly (see the Bibliography). Further considerations about antibiotics that may be used for a specific organism or group are presented later in this chapter and in various chapters in Part III of this text.

Testing profiles are considered for each of the common organism groupings:

Conventional Testing Methods: Broth Dilution

Broth dilution testing involves challenging the organism of interest with antimicrobial agents in a liquid environment. Each antimicrobial agent is tested using a range of concentrations, commonly expressed as micrograms (µg) of active drug per milliliter (mL) of broth (i.e., µg/mL). The concentration range examined for a particular drug depends on specific criteria, including the safest therapeutic concentration possible in a patient’s serum. Therefore, the concentration range examined often varies from one drug to the next, depending on the pharmacologic properties of the antimicrobial agent. Additionally, the concentration range may be based on the level of drug required to reliably detect a particular resistance mechanism. In this case, the test concentration for a drug may vary depending on the organism and its associated resistances. For example, to detect clinically significant resistance to cefotaxime in S. pneumoniae, the dilution scheme uses a maximum concentration of 2 µg/mL; however, to detect cefotaxime resistance in Escherichia coli, the required maximum concentration is 16 µg/mL or higher.

Typically, the range of concentrations examined for each antibiotic is a series of doubling dilutions (e.g., 16, 8, 4, 2, 1, 0.5, 0.25 µg/mL); the lowest antimicrobial concentration that completely inhibits visible bacterial growth, as detected visually or with an automated or semiautomated method, is recorded as the minimal inhibitory concentration (MIC).

Procedures.

The key features of broth dilution testing procedures are shown in Table 12-1. Because changes are made in these procedural recommendations, the CLSI M07 series, “Methods for Dilution Antimicrobial Susceptibility Tests for Bacteria that Grow Aerobically,” should be consulted annually.

TABLE 12-1

Summary of Broth Dilution Susceptibility Testing Conditions

Organism Groups Test Medium Inoculum Size (CFU/mL) Incubation Conditions Incubation Duration
Enterobacteriaceae Mueller-Hinton 5 × 105 35°C; air 16-20 hr
Staphylococci (to detect methicillin-resistant staphylococci) Mueller-Hinton plus 2% NaCl   30°-35°C; air 24 hr
Streptococcus pneumoniae and other streptococci Mueller-Hinton plus 2%-5% lysed horse blood 5 × 105 35°C; 5%-10% CO2 20-24 hr
Haemophilus influenzae Haemophilus test medium 5 × 105 35°C; 5%-10% CO2 20-24 hr
Neisseria meningitidis Mueller-Hinton plus 2%-5% lysed horse blood 5 × 105 35°C; 5%-7% carbon dioxide (CO2) 24 hr

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Medium and Antimicrobial Agents.

With in vitro susceptibility testing methods, certain conditions must be altered when examining fastidious organisms to optimize growth and facilitate expression of bacterial resistance. For example, the Mueller-Hinton preparation is the standard medium used for most broth dilution testing, and conditions in the medium (e.g., pH, cation concentration, thymidine content) are well controlled by commercial manufacturers. However, media supplements or different media are required to obtain good growth and reliable susceptibility profiles for bacteria such as S. pneumoniae and H. influenzae. Although staphylococci are not considered fastidious organisms, media supplemented with sodium chloride (NaCl) enhance the expression and detection of methicillin-resistant isolates (see Table 12-1).

Broth dilution testing is divided into two general categories: microdilution and macrodilution. The principle of each test is the same; the only difference is the volume of broth in which the test is performed. For microdilution testing, the total broth volume is 0.05 to 0.1 mL; for macrodilution testing, the broth volumes are usually 1 mL or greater. Because most susceptibility test batteries require testing of several antibiotics at several different concentrations, the smaller volume used in microdilution allows this to be conveniently accomplished in a single microtiter tray (Figure 12-2).

The need for multiple large test tubes in the macrodilution method makes that technique substantially cumbersome and labor intensive when several bacterial isolates are tested simultaneously. For this reason, macrodilution is rarely used in most clinical laboratories, and subsequent comments about broth dilution focuses on the microdilution approach.

A key component of broth testing is proper preparation and dilution of the antimicrobial agents incorporated into the broth medium. Most laboratories that perform broth microdilution use commercially supplied microdilution panels in which the broth is already supplemented with appropriate antimicrobial concentrations. Therefore, antimicrobial preparation and dilution are not commonly carried out in most clinical laboratories (the details of this procedure are outlined in the CLSI M07-A6 document). In most instances, each antimicrobial agent is included in the microtiter trays as a series of doubling twofold dilutions. To ensure against loss of antibiotic potency, the antibiotic microdilution panels are stored at −20°C or lower, if possible, and are thawed immediately before use. Once thawed the panels should never be refrozen, which may result in substantial loss of antimicrobial action and potency. Alternatively, the antimicrobial agents may be lyophilized or freeze dried with the medium or drug in each well; upon inoculation with the bacterial suspension, the medium and drug are simultaneously reconstituted to the appropriate concentration.

Inoculation and Incubation.

Standardized bacterial suspensions that match the turbidity of the 0.5 McFarland standard (i.e., 1.5 × 108 CFU/mL) usually serve as the starting point for dilutions ultimately achieving the required final standard bacterial concentration of 5 × 105 CFU/mL in each microtiter well. It is essential to prepare the standard inoculum from a fresh, overnight, pure culture of the test organism. Inoculation of the microdilution panel is accomplished using manual or automated multiprong inoculators calibrated to deliver the precise volume of inoculum to each well in the panel simultaneously (see Figure 12-2).

Inoculated trays are incubated under optimal environmental conditions to optimize bacterial growth without interfering with the antimicrobial activity (i.e., avoiding environmentally mediated results). For the most commonly tested bacteria (e.g., Enterobacteriaceae, P. aeruginosa, staphylococci, and enterococci), the environmental condition consists of room air at 35°C (see Table 12-1). Fastidious bacteria, such as H. influenzae, require incubation in 5% to 10% carbon dioxide (CO2). Similarly, incubation durations for some organisms may need to be extended beyond the usual 16 to 20 hours (see Table 12-1). However, prolonged incubation times beyond recommended limits should be avoided, because antimicrobial deterioration may result in false or elevated resistance patterns. This is a primary factor that limits the ability to perform accurate testing with some slow-growing bacteria.

Reading and Interpretation of Results.

After incubation, the microdilution trays are examined for bacterial growth. Each tray should include a growth control that does not contain antimicrobial agent and a sterility control that was not inoculated. Once growth in the growth control and no growth in the sterility control wells have been confirmed, the growth profiles for each antimicrobial dilution can be established and the MIC determined. The detection of growth in microdilution wells is often augmented through the use of light boxes and reflecting mirrors. When a panel is placed in these devices, bacterial growth, manifested as light to heavy turbidity or a button of growth on the well bottom, is more reliably visualized (Figure 12-3).

When the dilution series for each antibiotic is inspected, the microdilution well containing the lowest drug concentration that completely inhibits visible bacterial growth is recorded as the MIC. Once the MICs for the antimicrobials in the test battery for an organism have been recorded, they are usually translated into one of the interpretive categories, specifically susceptible, intermediate, or resistant (Box 12-2). The interpretive criteria for these categories are based on extensive studies that correlate the MIC with serum-achievable levels for each antimicrobial agent, particular resistance mechanisms, and successful therapeutic outcomes. The interpretive criteria for an array of antimicrobial agents are published in the CLSI M07 series document, “Methods for Dilution Antimicrobial Susceptibility Tests for Bacteria that Grow Aerobically (M100 supplements).” For example, using these standards, an isolate of P. aeruginosa with an imipenem MIC of less than or equal to 4 µg/mL would be classified as susceptible; one with an MIC of 8 µg/mL would be classified as intermediate; and one with an MIC of 16 µg/mL or greater would be classified as resistant to imipenem.

After the MICs are determined and their respective and appropriate interpretive categories assigned, the laboratory may report the MIC, the category, or both. Because the MIC alone will not provide most physicians with a meaningful interpretation of data, either the category result with or without the MIC is usually reported.

In some settings, the full range of antimicrobial dilutions is not used; only the concentrations that separate the categories of susceptible, intermediate, and resistant are used. The specific concentrations that separate or define the different categories are known as breakpoints, and panels that only contain these antimicrobial concentrations are referred to as breakpoint panels. In this case, only category results are produced; precise MICs are not available, because the full range of dilutions is not tested.

Advantages and Disadvantages.

Broth dilution methods provide data for both quantitative results (i.e., MIC) and qualitative results (i.e., category interpretation). Whether this is an advantage is the subject of debate. On one hand, the MIC can be helpful in establishing the level of resistance of a particular bacterial strain and can substantially affect the decision to treat a patient with a specific antimicrobial agent. For example, the penicillin MIC for S. pneumoniae may determine whether penicillin or alternative agents will be used to treat a patient with meningitis. On the other hand, for most antimicrobial susceptibility testing methods, a category report is sufficient and the actual MIC data are superfluous. This is one reason other methods (e.g., disk diffusion) that focus primarily on producing interpretive categories have been maintained among clinical microbiologists.

Conventional Testing Methods: Agar Dilution

With agar dilution the antimicrobial concentrations and organisms to be tested are brought together on an agar-based medium rather than in liquid broth. Each doubling dilution of an antimicrobial agent is incorporated into a single agar plate; therefore, testing of a series of six dilutions of one drug requires the use of six plates, plus one positive growth control plate without antibiotic. The standard conditions and media for agar dilution testing are shown in Table 12-2. The surface of each plate is inoculated with 1 × 104 CFU (Figure 12-4). This method allows examination of one or more bacterial isolates per plate. After incubation the plates are examined for growth; the MIC is the lowest concentration of an antimicrobial agent in agar that completely inhibits visible growth. The same MIC breakpoints and interpretive categories used for broth dilution are applied for interpretation of agar dilution methods. Similarly, test results may be reported as the MICs only, the category only, or both.

TABLE 12-2

Summary of Agar Dilution Susceptibility Testing Conditions

Organism Groups Test Medium Inoculum Size (CFU/spot) Incubation Conditions Incubation Duration
Enterobacteriaceae Mueller-Hinton 1 × 104 35°C; air 16-20 hr
Enterococci        
Staphylococci (to detect methicillin-resistant staphylococci) Mueller-Hinton plus 2% NaCl   30°-35°C; air 24 hr
Neisseria meningitidis Mueller-Hinton plus 5% sheep blood 1 × 104 35°C; 5%-7% carbon dioxide (CO2) 24 hr
Streptococcus pneumoniae Agar dilution not recommended method for testing this organism        
Other streptococci Mueller-Hinton plus 5% sheep blood 1 × 104 35°C; air, CO2 may be needed for some isolates 20-24 hr
Neisseria gonorrhoeae GC agar plus supplements 1 × 104 35°C; 5%-X% CO2 24 hr

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The preparation of agar dilution plates (see CLSI M07-A6 series document, “Methods for Dilution Antimicrobial Susceptibility Tests for Bacteria That Grow Aerobically”) is sufficiently labor intensive to preclude the use of this method in most clinical laboratories in which multiple antimicrobial agents must be tested, even though several isolates may be tested per plate. As with broth dilution, the standard medium is the Mueller-Hinton preparation, but supplements and substitutions are made as needed to facilitate growth of more fastidious organisms. In fact, one advantage of this method is that it provides a means for determining MICs for N. gonorrhoeae, which does not grow sufficiently in broth to be tested by broth dilution methods.

Conventional Testing Methods: Disk Diffusion

As more antimicrobial agents were created to treat bacterial infections, the limitations of the macrobroth dilution method became apparent. Before microdilution technology became widely available, it became clear that a more practical and convenient method of testing multiple antimicrobial agents against bacterial strains was needed. Out of this need the disk diffusion test was developed, emerging from the landmark study by Bauer et al.1 in 1966. These investigators standardized and correlated the use of antibiotic-impregnated filter paper disks (i.e., antibiotic disks) with MICs using many bacterial strains. With the disk diffusion susceptibility test, antimicrobial resistance is detected by challenging bacterial isolates with antibiotic disks placed on the surface of an agar plate that has been seeded with a lawn of bacteria (Figure 12-5).

When disks containing a known concentration of antimicrobial agent are placed on the surface of a freshly inoculated plate, the agent immediately begins to diffuse into the agar and establish a concentration gradient around the paper disk. The highest concentration is closest to the disk. Upon incubation, the bacteria grow on the surface of the plate except where the antibiotic concentration in the gradient around each disk is sufficiently high to inhibit growth. After incubation, the diameter of the zone of inhibition around each disk is measured in millimeters (see Figure 12-5).

To establish reference inhibitory zone–size breakpoints to define the susceptible, intermediate, and resistant categories for each antimicrobial agent/bacterial species combination, hundreds of strains are tested. The inhibition zone sizes obtained are then correlated with MICs obtained by broth or agar dilution, and a regression analysis is completed comparing the zone size in millimeters against the MIC (Figure 12-6). As the MICs of the bacterial strains tested increase (i.e., the more resistant bacterial strains), the corresponding inhibition zone sizes (i.e., diameters) decrease. Using Figure 12-6 to illustrate, horizontal lines are drawn from the MIC resistant breakpoint and the susceptible MIC breakpoint, 8 µg/mL and 2 µg/mL, respectively. Where the horizontal lines intersect the regression line, vertical lines are drawn to delineate the corresponding inhibitory zone size breakpoints (in millimeters). Using this approach, zone size interpretive criteria have been established for most of the commonly tested antimicrobial agents and are published in the CLSI M02 series, “Performance Standards for Antimicrobial Disk Susceptibility Tests.”

Procedures.

The key features of disk diffusion testing procedures are summarized in Table 12-3, with more details and updates available through CLSI.

TABLE 12-3

Summary of Disk Diffusion Susceptibility Testing Conditions

Organism Groups Test Medium Inoculum Size (CFU/mL) Incubation Conditions Incubation Duration
Enterobacteriaceae Mueller-Hinton agar Swab from 1.5 × 108 35°C; air 16-18 hr
Pseudomonas aeruginosa Mueller-Hinton agar Swab from 1.5 × 108 suspension 35°C; air 16-18 hr
Enterococci Mueller-Hinton agar Swab from 1.5 × 108 suspension 35°C; air 16-18 hr (24 hr for vancomycin)
Staphylococci (to detect methicillin-resistant staphylococci) Mueller-Hinton agar Swab from 1.5 × 108 suspension 30°-35°C; air 24 hr
Streptococcus pneumoniae and other streptococci Mueller-Hinton agar plus 5% sheep blood Swab from 1.5 × 108 suspension 35°C; 5%-7% carbon dioxide (CO2) 20-24 hr
Haemophilus influenzae Haemophilus test medium Swab from 1.5 × 108 suspension 35°C; 5%-7% CO2 16-18 hr
Neisseria gonorrhoeae GC agar plus supplements Swab from 1.5 × 108 suspension 35°C; 5%-7% CO2 20-24 hr

image

Medium and Antimicrobial Agents.

The Mueller-Hinton preparation is the standard agar-base medium used for testing of most bacterial organisms, although certain supplements and substitutions are required for testing of fastidious organisms. In addition to factors such as the pH and cation content, the depth of the agar medium can affect test accuracy and must be carefully controlled. Because antimicrobial agents diffuse in all directions from the surface of the agar plate, the thickness of the agar affects the antimicrobial drug concentration gradient. If the agar is too thick, the antimicrobial agent diffuses down through the agar as well as outward, resulting in smaller zone sizes; if the agar is too thin, the inhibition zones are larger. For many laboratories that perform disk diffusion testing, commercial manufacturers are reliable sources for properly prepared and controlled Mueller-Hinton plates.

The appropriate concentration of drug for each disk is predetermined and set by the U.S. Food and Drug Administration (FDA). The disks are available from various commercial sources and should be stored at the recommended temperature in a desiccator until used. Inappropriate storage can lead to deterioration of the antimicrobial agents and result in misleading zone size results.

To ensure equal diffusion of the drug into the agar, the disks must be placed flat on the surface and be firmly applied to ensure adhesion. This is most easily accomplished by using any one of several disk dispensers that are available through commercial disk manufacturers. With these dispensers, all disks in the test battery are simultaneously delivered to the inoculated agar surface and are adequately spaced to minimize the chances for inhibition zone overlap and significant interactions between antimicrobials. In most instances, a maximum of 12 antibiotic disks may be applied to the surface of a single 150-mm Mueller-Hinton agar plate (see Figure 12-5).

Inoculation and Incubation.

Before disk placement, the plate surface is inoculated using a swab that has been submerged in a bacterial suspension standardized to match the turbidity of the 0.5 McFarland turbidity standard, equivalent to 1.5 × 108 CFU/mL. The surface of the plate is swabbed in three directions to ensure even and complete distribution of the inoculum over the entire plate. Within 15 minutes of inoculation, the antimicrobial disks are applied and the plates are inverted for incubation to prevent the accumulation of moisture on the agar surface, which would interfere with the interpretation of test results.

Most organisms are incubated at 35°C in room air, but increased CO2 is used for testing of specific fastidious bacteria (see Table 12-3). Similarly, the incubation time may be increased beyond 16 hours to enhance detection of certain resistance patterns (e.g., methicillin resistance in staphylococci and vancomycin resistance in enterococci) and to ensure accurate results in general for fastidious organisms such as N. gonorrhoeae.

The dynamics and timing of antimicrobial agent diffusion required for establishing a concentration gradient, in addition to growth of the organisms over 18 to 24 hours, are critical for reliable results. Therefore, incubation of disk diffusion plates beyond the allotted time should be avoided, and disk diffusion generally is not an acceptable method for testing slow-growing organisms that require extended incubation such as mycobacteria and anaerobes.

Reading and Interpretation of Results.

Before results with individual antimicrobial agent disks are read, the plate is examined to confirm that a confluent lawn of growth has been obtained (see Figure 12-5). If growth between inhibitory zones around each disk is poor and nonconfluent, the test should not be interpreted and should be repeated. The lack of confluent growth may be due to insufficient inoculum. Alternatively, a particular isolate may have undergone mutation, and growth factors supplied by the standard medium are no longer sufficient to support robust growth. In the latter case, medium supplemented with blood and/or incubation in CO2 may enhance growth. However, caution in interpreting results is required when extraordinary measures are used to obtain good growth and the standard medium recommended for testing a particular type of organism is not used. Plates should also be examined for purity. Mixed cultures are evident through the appearance of different colony morphologies scattered throughout the lawn of bacteria (Figure 12-7). Mixed cultures require purification and repeat testing.

A dark background and reflected light are used to examine a disk diffusion plate (Figure 12-8). The plate is situated so that a ruler or caliper can be used to measure the inhibition zone diameters for each antimicrobial agent. Certain motile organisms, such as Proteus spp., may swarm over the surface of the plate and complicate clear interpretation of the zone boundaries. In these cases, the swarming haze is ignored and zones are measured at the point where growth is obviously inhibited. Similarly, hazes of bacterial growth may be observed when testing sulfonamides and trimethoprim as a result of the organism population going through several doubling generations before inhibition; the resulting haze of growth should be ignored for disk interpretation with these agents.

In instances not involving swarming organisms or the testing of sulfonamides and trimethoprim, hazes of growth that occur in more obvious inhibition zones should not be ignored. In many instances, this is the only way clinically relevant resistance patterns are manifested by certain bacterial isolates when tested using the disk diffusion method. Key examples in which this may occur include cephalosporin resistance among several species of Enterobacteriaceae, methicillin resistance in staphylococci, and vancomycin resistance in some enterococci. In fact, the haze produced by some staphylococci and enterococci can best be detected using transmitted rather than reflected light. In these cases, the disk diffusion plates are held in front of the light source when methicillin and vancomycin inhibition zones are read (see Figure 12-8). Still other significant resistances may be subtly evident and appear as individual colonies in an obvious zone of inhibition (Figure 12-9). When such colonies are seen, purity of the test isolate must be confirmed. If purity is confirmed, the individual colonies are variants or resistant mutants of the same species, and the test isolate should be considered resistant.

Once zone sizes have been recorded, interpretive categories are assigned. Interpretive criteria for antimicrobial agent/organism combinations that may be tested by disk diffusion are provided in the CLSI-M2 series, “Performance Standards for Antimicrobial Disk Susceptibility Tests (M100 supplements).” The definitions of susceptible, intermediate, and resistant are the same as those used for dilution methods (see Box 12-2). For example, using the CLSI interpretive standards, an E. coli isolate that produces an ampicillin inhibition zone diameter of 13 mm or less is classified as resistant; if the zone is 14 to 16 mm, the isolate is considered intermediate to ampicillin; if the zone is 17 mm or greater, the organism is categorized as susceptible.

Unlike MICs, inhibition zone sizes are used to produce a category interpretation and have no clinical utility. Therefore, when testing is performed by disk diffusion, only the category interpretation of susceptible, intermediate, or resistant is reported.

Commercial Susceptibility Testing Systems

The variety and widespread use of commercial susceptibility testing methods reflect the key role resistance detection plays in the responsibilities of clinical microbiology laboratories. In many instances, the commercial methods are variations of the conventional dilution or disk diffusion methods, and their accuracies have been evaluated by comparison of results with those obtained by conventional methods. Additionally, many of the media and environmental conditions standardized for conventional methods are maintained with the use of commercial systems. The goal of detecting resistance is the same for all commercial methods, but the principles and practices vary with respect to:

Accuracy is an extremely important aspect of any susceptibility testing system and is addressed in more detail later in this chapter.

Broth Microdilution Methods.

Several systems have been developed that provide microdilution panels already prepared and formatted according to the guidelines for conventional broth microdilution methods (e.g., BBL Sceptor, BD Microbiology Systems, Cockeysville, Maryland; Sensititre, Trek Diagnostics Systems, Inc., Westlake, Ohio; MicroScan touch SCAN-SR, Dade Behring, Inc., West Sacramento, California). These systems enable laboratories to perform broth microdilution without having to prepare their own panels.

The systems may differ to some extent regarding the volume in the test wells, how inocula are prepared and added, the availability of different supplements for the testing of fastidious bacteria, the types of antimicrobial agents and dilution schemes, and the format of medium and antimicrobial agents (e.g., dry-lyophilized or frozen). Furthermore, the degree of automation for inoculation of the panels and the devices available for reading results vary among the different products. In general, these commercial panels are designed to receive the standard inoculum and are incubated using conditions and durations recommended for conventional broth microdilution. They are growth-based systems that require overnight incubation, and CLSI interpretive criteria apply for interpretation of most results. Reading of these panels is frequently augmented by the availability of semiautomated reading devices.

Agar Dilution Derivations.

One commercial system (Spiral Biotech Inc., Bethesda, Maryland) uses an instrument to apply antimicrobial agent to the surface of an already prepared agar plate in a concentric spiral fashion. Starting in the center of the plate, the instrument deposits the highest concentration of antibiotic and from that point drug application proceeds to the periphery of the plate. Diffusion of the drug in the agar establishes a concentration gradient from high (center of plate) to low (periphery of plate). Starting at the periphery of the plate, bacterial inocula are applied as a single streak perpendicular to the established gradient in a spoke-wheel fashion. After incubation, the distance is measured between the point where growth is noted at the edge of the plate to the point where growth is inhibited toward the center of the plate (Figure 12-10). This value is used to calculate the MIC for the antimicrobial agent against each of the bacterial isolates on the plate.

Diffusion in Agar Derivations.

One test has been developed that combines the convenience of disk diffusion with the ability to generate MIC data. The Etest (bioMérieux, Durham, North Carolina) uses plastic strips; one side of the strip contains the antimicrobial agent concentration gradient, and the other contains a numeric scale that indicates the drug concentration (Figure 12-11). Mueller-Hinton plates are inoculated as for disk diffusion, and the strips are placed on the inoculum lawn. Several strips may be placed radially on the same plate so that multiple antimicrobials may be tested against a single isolate. After overnight incubation, the plate is examined and the number present at the point where the border of growth inhibition intersects the E-strip is taken as the MIC (Figure 12-11). The same MIC interpretive criteria used for dilution methods, as provided in CLSI guidelines, are used with the Etest value to assign an interpretive category of susceptible, intermediate, or resistant. This method provides a means of producing MIC data in situations in which the level of resistance can be clinically relevant (e.g., penicillin or cephalosporins against S. pneumoniae).

Another method (BIOMIC, Giles Scientific, Inc., New York, New York) combines the use of conventional disk diffusion methodology with video digital analysis to automate interpretation of inhibition zone sizes. Automated zone readings and interpretations are combined with computer software to produce MIC values and to allow for data manipulations and evaluations for detecting unusual resistance profiles and producing antibiogram reports.

Automated Antimicrobial Susceptibility Test Systems.

The automated antimicrobial susceptibility test systems available for use in the United States include the Vitek Legacy and Vitek 2 systems (bioMérieux, Inc., Durham, North Carolina), the MicroScan WalkAway system (Dade International, Sacramento, California), and the Phoenix system (BD Microbiology Systems, Cockeysville, Maryland). These different systems vary with respect to the extent of automation of inoculum preparation and inoculation, the methods used to detect growth, and the algorithms used to interpret and assign MIC values and categorical findings (i.e., susceptible, intermediate, resistant).

For example, the Vitek 2 AST inoculum is automatically introduced by a filling tube into a miniaturized, plastic, 64-well, closed card containing specified concentrations of antibiotics (Figure 12-12). Cards are incubated in a temperature-controlled compartment. Optical readings are performed every 15 minutes to measure the amount of light transmitted through each well, including a growth control well. Algorithmic analysis of the growth kinetics in each well is performed by the system’s software to derive the MIC data. The MIC results are validated with the Advanced Expert System (AES) software, a category interpretation is assigned, and the organism’s antimicrobial resistance patterns are reported. Resistance detection is enhanced with the sophisticated AES software, which can recognize and report resistance patterns using MICs. In summary, this system facilitates standardized susceptibility testing in a closed environment with validated results and recognition of an organism’s antimicrobial resistance mechanism in 6 to 8 hours for most clinically relevant bacteria (Figure 12-13).

The MicroScan WalkAway system uses the broth microdilution panel format manually inoculated with a multiprong device. Inoculated panels are placed in an incubator-reader unit, where they are incubated for the required time and then the growth patterns are automatically read and interpreted. Depending on the microdilution tray used, bacterial growth may be detected using spectrophotometry or fluorometry (Figure 12-14).

Spectrophotometric analyzed panels require overnight incubation, and the growth patterns may be read manually as described for routine microdilution testing. Fluorometric analysis is based on the degradation of fluorogenic substrates by viable bacteria. The fluorogenic approach can provide susceptibility results in 3.5 to 5.5 hours. Either full dilution schemes or breakpoint panels are available. In addition to speed and facilitation of workflow, the automated systems provide increasingly powerful computer-based data management that can be used to evaluate the accuracy of results, manage larger databases, and interface with the pharmacy to improve and advance the utility of antimicrobial susceptibility testing data.

The Phoenix system provides a convenient, albeit manual, gravity-based inoculation process. Growth is monitored in an automated fashion based on a redox indicator system with results available in 8 to 12 hours. Supplemental testing (e.g., confirmatory extended spectrum beta-lactamase [ESBL] test for E. coli) is included in each panel, reducing the need for additional or repeat testing. Interpretation of results is augmented by a rules-based data management expert system.

Alternative Approaches for Enhancing Resistance Detection

Although the various conventional and commercial antimicrobial susceptibility test methods provide accurate results in most cases, certain clinically relevant resistance mechanisms can be difficult to detect. In these instances supplemental tests and alternative approaches are needed to ensure reliable detection of resistance. Also, as new and clinically important resistance mechanisms emerge and are recognized, a “lag time” will occur, during which conventional and commercial methods are being developed to ensure accurate detection of new resistance patterns. During such lag periods, special tests may be used until more conventional or commercial methods become available. Key examples of such alternative approaches are discussed in this section.

Supplemental Testing Methods.

Table 12-4 highlights some of the features of supplemental tests that may be used to enhance resistance detection. For certain strains of staphylococci, conventional and commercial systems may have difficulty detecting resistance to oxacillin and the related drugs methicillin and nafcillin. The oxacillin agar screen provides a backup test that may be used when other methods provide equivocal or uncertain profiles. Growth on the screen correlates highly with the presence of oxacillin (or methicillin) resistance, and no growth is strong evidence that an isolate is susceptible. This is an important determination; strains that are classified as resistant are considered resistant to all other currently available beta-lactam antibiotics, indicating the need for therapy to include the use of vancomycin. The agar screen plates can be made in-house, and are available commercially (e.g., Remel, Lenexa, Kansas; BBL, Cockeysville, Maryland). Additionally, other commercial tests designed to detect oxacillin resistance more rapidly (i.e., 4 hours) have been developed and may provide another approach to supplemental testing (e.g., Crystal MRSA ID System, BBL, Cockeysville, Maryland). In addition to the agar screen, 30-µg cefoxitin disks have been developed for disk diffusion to improve the detection of oxacillin-resistant staphylococci (CLSI M100-22). According to this method, cefoxitin inhibitory zones less than or equal to 24 mm indicate oxacillin resistance in staphylococci. The cefoxitin disk test is especially helpful in detecting oxacillin resistance in coagulase-negative staphylococci.

TABLE 12-4

Supplemental Methods for Detection of Antimicrobial Resistance

Test Purpose Conditions Interpretation
Oxacillin agar screen Detection of staphylococcal resistance to penicillinase- resistant penicillins (e.g., oxacillin, methicillin, or nafcillin) Medium: Mueller-Hinton agar plus 6 µg oxacillin/mL plus 4% NaCl
Inoculum: Swab or spot from 1.5 × 108 standard suspension
Incubation: 30°-35°C 24 hr, up to 48 hr for non–Staphylococcus aureus
Growth = Resistance
No growth = Susceptible
Vancomycin agar screen Detection of enterococcal resistance to vancomycin Medium: Brain-heart infusion agar plus 6 µg vancomycin/mL Inoculum: Spot of 105-106 CFU
Incubation: 35°C, 24 hr
Growth = Resistance
No growth = Susceptible
Aminoglycoside screens Detection of acquired enterococcal high-level resistance to aminoglycosides that would compromise synergy with a cell wall–active agent (e.g., ampicillin or vancomycin) Medium: Brain-heart infusion broth: 500 µg/mL gentamicin; 1000 µg/mL streptomycin Agar: 500 µg/mL gentamicin; 2000 µg/mL streptomycin
Inoculum: Broth; 5 × 105 CFU/mL agar; 106 CFU/spot
Incubation: 35°C, 24 hr; 48 hr for streptomycin, only if no growth at 24 hr
Growth = Resistance
No growth = Susceptible
Oxacillin disk screen Detection of Streptococcus pneumoniae resistance to penicillin Medium: Mueller-Hinton agar plus 5% sheep blood plus 1 µg oxacillin disk Inoculum: as for disk diffusion Incubation: 5%-7% CO2 35° C; 20-24 hr Inhibition zone ≤20 mm: penicillin susceptible Inhibition zone <20 mm: penicillin resistant, intermediate, or susceptible; further testing by MIC method is needed
D test Differentiate clindamycin resistance among S. aureus resulting from efflux (msrA gene or MLSB resistance) Approximation of clindamycin and erythromycin disk to look for blunting of clindamycin zone Blunting of clindamycin zone to give “D” pattern, indicating inducible clindamycin resistance

image

CFU, Colony forming units; MIC, minimum inhibitory concentration; MLSB, macrolide-lincosamide-streptogramin-B.

Similarly, reduced staphylococcal susceptibility to vancomycin (i.e., MICs from 4 to 16 µg/mL) can be difficult to detect by disk diffusion and some commercial methods. Although the therapeutic relevance of staphylococci with vancomycin MICs in this range is currently uncertain, the diminished susceptibility is outside the normal MIC range for susceptible strains; therefore, this phenotype needs to be detected. The agar screen used for this purpose is outlined in Table 12-4 and is essentially the same as that outlined for enterococci, also in Table 12-4. Strains that grow on the screen should be tested by broth microdilution to obtain a definitive MIC value.

Similarly, detection of enterococcal resistance to vancomycin can be difficult by some conventional and commercial methods, and the agar screen may be helpful in confirming the resistance pattern (see Table 12-4). However, as a screen, not all enterococcal isolates capable of growth are resistant to vancomycin at clinically relevant levels. Therefore, strains detected using this method should also be characterized using a broth microdilution method to determine the isolate’s MIC.

Aminoglycosides also play a key role in therapy for serious enterococcal infections, and acquired high-level resistance, which essentially destroys the therapeutic value of these drugs for combination therapy with ampicillin or vancomycin, is not readily detected by conventional methods. Therefore, screens using high concentrations of aminoglycosides (see Table 12-4) have been developed and are available commercially (e.g., Remel, Lenexa, Kansas; or BBL, Cockeysville, Maryland).

With the emergence of penicillin resistance in S. pneumoniae, the penicillin disk diffusion test became insufficiently sensitive to detect subtle but significant changes in susceptibility to penicillin. To address this issue, the oxacillin disk screen described in Table 12-4 is useful but has a notable limitation. Although organisms identified with zones greater than or equal to 20 mm can be accurately characterized as penicillin susceptible, the penicillin susceptibility status of those with zones less than 20 mm remains uncertain, and an MIC value must be determined through an additional test.

With regard to macrolide (e.g., erythromycin, azithromycin, clarithromycin) and lincosamide (e.g., clindamycin) resistance among staphylococci, interpretation of in vitro results can also be complicated by the different underlying mechanisms of resistance that have very different therapeutic implications. Isolates that produce a profile of resistance to a macrolide (e.g., erythromycin) and susceptibility to clindamycin may do so as a result of two different resistance mechanisms. If this profile is the result of the efflux (msrA gene) mechanism, the isolate can be considered susceptible to clindamycin. However, if this profile resulted from the inducible macrolide-lincosamide-streptogramin-B (MLSB) mechanism, which results in an altered ribosomal target, clindamycin-resistant mutants may readily arise during therapy with this agent. Currently such strains should be reported as resistant to clindamycin. The D test that is used to distinguish between these two different resistance mechanisms is outlined in Table 12-4.

Undoubtedly, as complicated resistance mechanisms requiring laboratory detection continue to emerge, screening and supplemental testing methods will continue to be developed. Some of these will be maintained as the primary method for detecting a particular resistance mechanism, whereas others may tend to fade away as adjustments in conventional and commercial procedures enhance resistance detection and preclude the need for a supplemental test.

Predictor Antimicrobial Agents.

Another approach that may be used to ensure accuracy in resistance detection is the use of “predictor” antimicrobial agents in the test batteries. The basic premise of this approach is to use antimicrobial agents (predictor drugs) that are the most sensitive indicators of certain resistance mechanisms. The profile obtained with such a battery is used to deduce the underlying resistance mechanism. A susceptibility report then is produced based on the likely effect the resistance mechanisms would have on the antimicrobials being considered for therapeutic use. The use of predictor drugs is not a new concept, and this approach has been taken in a number of cases, such as the following:

Methods That Directly Detect Specific Resistance Mechanisms

As an alternative to detecting resistance by measuring the effect of antimicrobial presence on bacterial growth, some strategies focus on assaying for the presence of a particular mechanism. When the presence or absence of the mechanism is established, the resistance profile of the organism can be generated without having to test several different antimicrobial agents. The utility of this approach, which can involve phenotypic and genotypic methods, depends on the presence of a particular resistance mechanism as being a sensitive and specific indicator of clinical resistance.

Phenotypic Methods

The most common phenotypic-based assays test for the presence of β-lactamase enzymes in the clinical bacterial isolate of interest. Less commonly used tests detect the chloramphenicol-modifying enzyme chloramphenicol acetyltransferase.

β-Lactamase Detection.

β-lactamases play a key role in bacterial resistance to beta-lactam agents, and detection of their presence can provide useful information (see Chapter 11). Various assays are available to detect β-lactamases, but the most useful in clinical laboratories is the chromogenic cephalosporinase test. β-lactamases exert their effect by opening the β-lactam ring (see Figure 11-9). When a chromogenic cephalosporin is used as the substrate, this process results in a colored product. The Cefinase disk is an example of a commercially available chromogenic test (BD Microbiology Systems, Cockeysville, Maryland). The disk incorporates nitrocefin as the substrate (Figure 12-15).

Useful application of tests to directly detect β-lactamase production is limited to organisms producing enzymes whose spectrum of activity is known. This also must include the β-lactams commonly considered for therapeutic eradication of the organism. Examples of useful applications include detection of:

The actual utility of this approach, even for the organisms listed, is decreasing. As β-lactamase–mediated resistance has become widespread among N. gonorrhoeae, H. influenzae, and staphylococci, other agents not affected by the β-lactamases have become the therapeutic antimicrobials of choice. Therefore, the need to know the β-lactamase status of these bacterial species has become substantially less urgent. Whereas several Enterobacteriaceae and P. aeruginosa produce β-lactamases, the effect of these enzymes on the various β-lactams depends on which enzymes are produced. Therefore, even though such organisms would frequently produce a positive β-lactamase assay, very little, if any, information would be gained about which antimicrobial agents are affected. It is recommended that detection of β-lactam resistance among these organisms be accomplished using conventional and commercial systems that directly evaluate antimicrobial agent/organism interactions.

Genotypic Methods

The genes that encode many of the clinically relevant acquired resistance mechanisms are known, as is all or part of their nucleotide sequences. This has allowed for the development of molecular methods involving nucleic acid hybridization and amplification for the study and detection of antimicrobial resistance (for more information on molecular methods for the characterization of bacteria, see Chapter 8). The ability to definitively determine the presence of a particular gene that encodes antimicrobial resistance has several advantages. However, as with any laboratory procedure, certain disadvantages and limitations also exist.

From a research and development perspective, molecular methods are extremely useful for more thoroughly characterizing the resistances of bacterial collections used to establish and evaluate conventional standards recommended by CLSI. Phenotype-based commercial susceptibility testing methods and systems, both automated and nonautomated, can also be evaluated.

Molecular methods also may be directly applied in the clinical setting as an important backup resource to investigate and arbitrate equivocal results obtained by phenotypic methods. For example, the clinical importance of accurately detecting methicillin resistance among staphylococci, coupled with the inconsistencies of phenotypic methods, is problematic. In doubtful situations, molecular detection of the mec gene encoding methicillin resistance can be applied to definitively establish an isolate’s methicillin resistance. Similarly, doubt raised by equivocal phenotypic results obtained with potentially vancomycin-resistant enterococci can be definitively resolved by establishing the presence and classification of van genes that mediate this resistance.

Although molecular methods have been and will continue to be extremely important in antimicrobial resistance detection, numerous factors still complicate their use beyond supplementing phenotype-based susceptibility testing protocols. These factors include the following:

• Use of probes or oligonucleotides for specific resistance genes. Resistance mediated by divergent genes or totally different mechanisms could be missed (i.e., the absence of one gene may not guarantee antimicrobial susceptibility).

• Phenotypic resistance to a level that is clinically significant for any one antimicrobial agent may be due to a culmination of processes that involve enzymatic modification of the antimicrobial, decreased uptake, altered affinity of the drug’s target, or some combination of these mechanisms (i.e., the presence of one gene does not guarantee resistance).

• The presence of a gene encoding resistance does not provide information about the status of the control genes necessary for expression of resistance; that is, although present, the genes may be silent or nonfunctional, and the organism may be incapable of expressing the resistance encoded by the gene.

• From a clinical laboratory perspective, it may be impractical to adopt molecular methods specific for only a few resistance mechanisms when the vast majority of the susceptibility testing still will be accomplished using phenotypic-based methods. Items to consider before adopting molecular tests may include (but are not limited to) clinical efficacy, space, personnel, and financial management.

Even though adoption of molecular methods for routine antimicrobial susceptibility testing poses challenges, these methods will continue to enhance the ability to detect antibiotic resistance.

Special Methods for Complex Antimicrobial/Organism Interactions

Certain in vitro tests have been developed to investigate aspects of antimicrobial activity not routinely addressed by commonly used susceptibility testing procedures. Specifically, these are tests designed to measure bactericidal activity (i.e., bacterial killing) or to measure the antibacterial effect of combination therapy with antimicrobial agents.

These tests are often labor intensive, fraught with the potential for technical problems, frequently difficult to interpret, and of uncertain clinical utility. For these reasons, their use should be substantially limited. Also, they should be done only if expert microbiology and infectious disease consultants are available.

Bactericidal Tests

Bactericidal tests are designed to determine the ability of antimicrobial agents to kill bacteria. The killing ability of most drugs is already known, and they are commonly classified as bacteriostatic or bactericidal agents. However, many variables, including the concentration of antimicrobial agent and the species of targeted organism, can influence this classification. For example, beta-lactams, such as penicillin, typically are bactericidal against most gram-positive cocci but are usually only bacteriostatic against enterococci. If bactericidal tests are clinically appropriate, they should be applied only to evaluate antimicrobials typically considered to be bactericidal (e.g., beta-lactams and vancomycin) and not to agents known to be bacteriostatic (e.g., macrolides).

Key clinical situations in which achieving bactericidal activity is of greatest clinical importance include severe and life-threatening infections, infections in an immunocompromised patient, and infections in body sites where assistance from the patient’s own defenses is minimal (e.g., endocarditis or osteomyelitis). Based on research trials in animal models and clinical trials in humans, the most effective therapy for these types of infections is often already known. However, occasionally the laboratory may be asked to substantiate that bactericidal activity is being achieved or is achievable. The methods available for this include minimal bactericidal concentration (MBC) testing, time-kill studies, and serum-cidal testing. Regardless of the method used, the need to interpret the results cautiously, with the understanding of uncertain clinical correlation and the potential for substantial technical artifacts, cannot be overemphasized.

Minimal Bactericidal Concentration.

The MBC test involves continuation of the procedure for conventional broth dilution testing. After incubation and determination of the antimicrobial agent’s MIC, an aliquot from each tube or well in the dilution series demonstrating inhibition of visible bacterial growth is subcultured to an enriched agar medium (usually sheep blood agar). After overnight incubation, the plates are examined and the CFUs determined. With the volume of the aliquot and the number of CFUs obtained, the number of viable cells per milliliter for each antimicrobial dilution can be calculated. This number is compared with the known CFU/mL in the original inoculum. The antimicrobial concentration resulting in a 99.9% reduction in CFU/mL compared with the organism concentration in the original inoculum is recorded as the MBC.

Although the clinical significance of MBC results is uncertain, applications of this information include considering whether treatment failure could be occurring as the result of an organism’s MBC exceeding the serum-achievable level for the antimicrobial agent. Alternatively, if an antibiotic’s MBC is greater than or equal to 32 times higher than the MIC, the organism may be tolerant to the drug. Tolerance, a phenomenon most commonly associated with bacterial resistance to beta-lactam antibiotics, reflects an organism’s ability to be inhibited by an agent that is usually bactericidal. Although the physiologic basis of tolerance has been studied in several bacterial species, the actual clinical relevance of this phenomenon has not been well established.

Time-Kill Studies.

Another approach to examining bactericidal activity involves exposing a bacterial isolate to a concentration of antibiotic in a broth medium and measuring the rate of killing over a specified period. By this time-kill analysis, samples are taken from the antibiotic-broth solution immediately after addition of the inoculum and at regular intervals afterward. Each time-sample is plated to agar plates; after incubation, CFU counts are performed as described for MBC testing. The number of viable bacteria from each sample is plotted over time to determine the rate of killing. Generally, a 1000-fold decrease in the number of viable bacteria in the antibiotic-containing broth after a 24-hour period, compared with the number of bacteria in the original inoculum, is interpreted as bactericidal activity. Although time-kill analysis is frequently used in the research environment to study the in vitro activity of antimicrobial agents, the labor intensity and technical specifications of the procedure preclude its use in most clinical microbiology laboratories to determine the proper treatment of a patient’s infection.

Serum Bactericidal (Schlichter Test).

The serum bactericidal test (SBT) is analogous to the MIC-MBC test except the medium used is the patient’s serum containing the therapeutic antimicrobial agents the patient has been receiving. Using the patient’s serum to detect bacteriostatic and bactericidal activity also allows observation of the antibacterial impact of factors other than the antibiotics (e.g., antibodies and complement).

Two serum samples are required for each test. One is collected just before the patient is to receive the next antimicrobial dose; this is the trough specimen. The other sample is collected when the serum antimicrobial concentration is highest; this is the peak specimen. The appropriate time to collect the peak specimen varies with the pharmacokinetic properties of the antimicrobial agents and the route by which they are being administered. Peak levels for intravenously, intramuscularly, and orally administered agents are generally obtained 30 to 60 minutes, 60 minutes, and 90 minutes after administration, respectively. The trough and peak levels should be collected for the same dose and tested simultaneously.

Serial twofold dilutions of each specimen are prepared and inoculated with the bacterial isolate from the patient (final inoculum of 5 × 105 CFU/mL). Dilutions are incubated overnight. The highest dilution that inhibits visibly detectable growth is the serum-static titer (e.g., 1:8, 1:16, 1:32). Aliquots of known size are then taken from each dilution at or below the serum-static titer (i.e., dilutions that inhibited bacterial growth) and are plated on sheep blood agar plates. After incubation, the CFUs per plate are counted, and the serum dilution resulting in a 99.9% reduction in the CFU/mL, compared with the original inoculum, is recorded as the serum-cidal titer. For example, if a bacterial isolate showed a serum-static titer of 1:32, the tubes containing dilutions of 1:2, 1:4, 1:8, 1:16, and 1:32 would be subcultured. If the 1:8 dilution was the highest dilution to yield a 99.9% decrease in CFUs, the serum-cidal titer would be recorded as 1:8.

The SBT was originally developed to assist in the prediction of the clinical efficacy of antimicrobial therapy for staphylococcal endocarditis. Peak serum-cidal titers of 1:32 to 1:64 or greater have been thought to correlate with a positive clinical outcome. However, even though the test is performed on the patient’s serum, many differences go unaccounted for between the in vitro test environment and the in vivo site of infection. Therefore, although the test is used to evaluate whether effective bactericidal concentrations are being achieved, the predictive clinical value for staphylococcal endocarditis or any other infection caused by other bacteria is still uncertain.

Details regarding the performance of these bactericidal tests are provided in the CLSI document M26-A, “Methods for Determining Bactericidal Activity of Antimicrobial Agents.”

Tests for Activity of Antimicrobial Combinations

Therapeutic management of bacterial infections often requires simultaneous use of more than one antimicrobial agent. Some of the reasons for use of multiple therapies include:

Testing the effectiveness of antimicrobial combinations against a single bacterial isolate is referred to as synergy testing. When combinations are tested, three outcome categories are possible:

The checkerboard assay and the time-kill assay are two basic methods of synergy testing. In the checkerboard method, MIC panels are set up containing two antimicrobial agents serially diluted independently and in combination. After inoculation and incubation, the MICs obtained with the individual agents and the various combinations are recorded. By calculating the MIC ratios obtained with individual and combined agents, the drug combination in question is classified as synergistic, indifferent, or antagonistic.

With the time-kill assay, the same procedure described for testing bactericidal activity is used, except that the killing curve obtained with a single agent is compared with the killing curve obtained with antimicrobial combinations. Synergy is indicated when the combination exhibits killing that is greater by 100-fold or more than the most active single agent tested alone after 24 hours of incubation. Killing rates between the most active agent and the combination that are similar are interpreted as indifference. Antagonism is evident when the combination appears less active than the most active single agent.

The decision to use more than one antimicrobial agent may be based on antimicrobial resistance profiles or identification of particular bacterial pathogens reported by the clinical microbiology laboratory. However, the decision regarding which antimicrobial agents to combine should not rely on the results of complex synergy tests performed in the clinical laboratory. Most clinically useful antimicrobial combinations have been investigated in a clinical research setting and are well described in the medical literature. These data should be used to guide the decision for combination therapy. The technical difficulties associated with performing and interpreting synergy tests, which at most would be performed only rarely in the clinical laboratory, precludes their utility in the diagnostic setting.

Laboratory Strategies for Antimicrobial Susceptibility Testing

The clinical microbiology laboratory is responsible for maximizing the positive impact that susceptibility testing information can have on the use of antimicrobial agents to treat infectious diseases. However, meeting this responsibility is difficult because of demands for more efficient use of laboratory resources, the increasing complexities of important bacterial resistance profiles, and the continued expectations for high-quality results. To ensure quality in the midst of dwindling resources and expanding antimicrobial resistance, strategies for antimicrobial susceptibility testing must be carefully developed. These strategies should target relevance, accuracy, and communication (Figure 12-16).

Relevance

Antimicrobial susceptibility testing should be performed only when sufficient potential exists for providing clinically useful and reliable information about antimicrobial agents appropriate for the bacterial isolate in question. Therefore, for the sake of relevance, two questions must be addressed:

When to Perform a Susceptibility Test

The first issue that must be resolved is whether antimicrobial susceptibility testing is appropriate for a particular isolate. Although the answer may not always be clear, the issue must always be addressed. The decision to perform susceptibility testing depends on the following criteria:

Determining Clinical Significance

Performing tests and reporting antimicrobial susceptibility data on clinically insignificant bacterial isolates are a waste of resources and, more important, can mislead physicians, who depend on laboratory information to assist in establishing the clinical significance of a bacterial isolate. Useful criteria for establishing the clinical importance of a bacterial isolate include:

Although these criteria are helpful and heavily depend on the capacity of the bacterial species isolated to cause disease, the final designation of clinical significance often still requires dialog between the laboratory and physician.

Reporting susceptibility results for organisms with questionable clinical importance may be incorrectly interpreted by the clinician as a indicator of clinical significance. Therefore, using criteria such as those listed should be included in the laboratory’s antimicrobial susceptibility testing strategy.

Predictability of Antimicrobial Susceptibility

If the organisms are clinically significant, what are the chances they could be resistant to the antimicrobial agents commonly used to eradicate them? Unfortunately, the increasing dissemination of resistance among clinically relevant bacteria has diminished the number of bacteria for which antimicrobial susceptibility can be confidently predicted based on identification without the need to perform testing. Table 12-5 categorizes many of the commonly encountered bacteria according to the need to perform testing to detect resistance.

Testing occasionally required

Testing rarely required

image

*Based on the assumption that the organism is clinically significant. Table includes bacteria for which standardized testing procedures are available, as outlined and recommended by the Clinical and Laboratory Standards Institute.

Viridans streptococci require testing when implicated in endocarditis or isolated in pure culture from a normally sterile site with a strong suspicion of being clinically important.

Testing required if an antimicrobial to which the organisms are frequently resistant is still considered for use (e.g., penicillin for Neisseria gonorrhoeae).

Acquired resistance to various antimicrobial agents dictates that susceptibility testing be performed on all clinically relevant isolates of several bacterial groups, genera, and species. For other organisms, such as H. influenzae and N. gonorrhoeae, resistance to the original drugs of choice (ampicillin, penicillin, and recently ceftriaxone) has become widespread, and more potent antibiotics (e.g., ceftriaxone), for which no resistance has been described, have become the drugs of choice. Therefore, although testing used to be routinely indicated to detect ampicillin and penicillin resistance, testing for resistance to currently recommended antimicrobials for these organisms is not routinely necessary. The possible exception to this is the relatively recent emergence of fluoroquinolone resistance in N. gonorrhoeae that may warrant testing of clinical isolates.

One notable exception to the widespread emergence of resistance has been the absence of penicillin resistance among beta-hemolytic streptococci. Because susceptibility to penicillin is extremely predictable among these organisms, testing against penicillin provides little, if any, information that is not already provided by accurate organism identification. However, if the patient cannot tolerate penicillin, alternative agents, such as erythromycin, may be considered. Erythromycin resistance among beta-hemolytic streptococci has been well documented, and susceptibility testing in this instance would be indicated.

The recommendations outlined in Table 12-5 are guidelines. In any clinical setting, exceptions will arise that must be considered in consultation with the physician. Also, these guidelines are for providing data used for the management of a single patient’s infection. When susceptibility testing is performed as a means of gathering surveillance data for the monitoring of emerging resistance (see Accuracy and Antimicrobial Resistance Surveillance later in this chapter), the guidelines may not necessarily apply.

Availability of Reliable Susceptibility Testing Methods

If a reliable, standardized method for testing a particular bacterial genus or species does not exist, the ability to produce accurate and meaningful data is substantially compromised. Although standard methods exist for most of the commonly encountered bacteria (see Tables 12-1 to 12-3), clinically relevant isolates of bacterial species for which standard testing methods do not exist are encountered. In these instances, the dilemma stems from the conflict between the laboratory’s urge to contribute in some way by providing data and the lack of confidence in producing interpretable and accurate information.

Many organisms not listed in Table 12-5 grow on the media and under the conditions recommended for testing commonly encountered bacteria. However, the ability to grow and the ability to detect important antimicrobial resistance patterns are not the same thing. For example, the gram-negative bacillus Stenotrophomonas maltophilia grows extremely well under most susceptibility testing conditions, but the results obtained with beta-lactam antibiotics can be widely variable and seriously misleading. This organism produces potent beta-lactamases that seriously compromise the effectiveness of most beta-lactams, yet certain isolates may appear susceptible by standard in vitro testing criteria. Therefore, even though testing may provide an potential answer, the answer may be incorrect.

Given the uncertainty surrounding the testing of bacteria for which standardized methods are lacking, two approaches may be used. One is to not perform testing, but rather to provide physicians with information based on clinical studies published in the medical literature about the antimicrobial agents generally accepted as the drugs of choice for the bacterial species in question. This approach is best handled when the laboratory medical director and infectious disease specialists are involved. The other option is to provide the literature information and perform the test to the best of the laboratory’s ability. In this case, results must be accompanied by a message indicating that testing was performed by a nonstandardized method and results should be interpreted with caution. When such tests are undertaken, customized antimicrobial batteries, including the agents most commonly used to eradicate the bacterial species of interest, need to be assembled and used. Recently CLSI has published the document M45 to provide guidelines for the testing of certain less frequently encountered bacteria.

Selection of Antimicrobial Agents for Testing

Selection of relevant antimicrobial agents is based on the criteria outlined in Box 12-1. These criteria should be carefully considered when antimicrobial agents are selected to avoid cluttering reports with superfluous information, to minimize the risk of confusing physicians, and to substantially decrease the waste of time and resources in the clinical microbiology laboratory.

Antimicrobial agents that may be considered for inclusion in batteries to be tested against certain bacterial groups are provided in Table 12-6. The list is not exhaustive but is useful for illustrating some points about the development of relevant testing batteries. For example, with all the penicillins, cephalosporins, and other beta-lactam antibiotics available for testing, only penicillin and oxacillin need to be tested against staphylococci. The information acquired with these two agents reflects the general effectiveness of any other beta-lactam. In essence, these drugs are predictor agents, as discussed earlier in this chapter. Similarly, ampicillin can be used independently as an indicator of enterococcal susceptibility to various penicillins, and because of intrinsic resistance, cephalosporins should never be tested against these organisms.

TABLE 12-6

Selection of Antimicrobial Agents for Testing Against Common Bacterial Groups*

Antimicrobial Agents Enterobacteriaceae Pseudomonas aeruginosa Staphylococci Enterococci Streptococcus pneumoniae Viridans Streptococci
Penicillins            
Penicillin + + +
Oxacillin +
Ampicillin + +
Piperacillin/tazobactam + +
Cephalosporins            
Cefazolin +
Cefotetan +
Ceftriaxone + + +
Cefotaxime + + +
Ceftazidime + +
Other Beta-Lactams            
Aztreonam + +
Imipenem + + ±
Glycopeptides            
Vancomycin + + + +
Aminoglycosides            
Gentamicin + + ± +
Tobramycin + +
Amikacin + +
Quinolones            
Ciprofloxacin + + + +
Levofloxacin + + + + +
Other Agents            
Erythromycin + + +
Clindamycin + + +
Trimethoprim-sulfamethoxazole + + + −, ±
Tigecycline + + + ± +
Daptomycin + + ± ±
Linezolid + + ± +
Telithromycin + +  

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+, May be selected for inclusion in testing batteries (not all agents with + need to be selected); ±, may be selected in certain situations; −, selection for testing is not necessary or not recommended.

*Not all available antimicrobial agents are included. Selection recommendation is based on non–urinary tract infections.

Gentamicin testing against enterococci requires use of high-concentration disks or a special screen (see Table 12-4).

In contrast to the relatively few agents that may be included in testing batteries for gram-positive cocci, several potential choices exist for use against gram-negative bacilli. This is mostly due to the commercial availability of several β-lactams with similar activities against Enterobacteriaceae and the general inability of one β-lactam to serve as a reliable predictor drug for other β-lactams. For example, an organism resistant to cefazolin may or may not be resistant to cefotetan, and an organism resistant to cefotetan may or may not be resistant to ceftazidime. With the lack of potential for selecting a predictor drug in these instances, more agents must be tested. However, in some instances overlap in activities does exist, so some duplication of effort can be avoided. For example, the spectra of activity of ceftriaxone and cefotaxime are sufficiently similar to allow the use of one in the testing battery.

Many scenarios exist in which the spectrum of activity and other criteria listed in Box 12-1 are considered for the sake of designing the most relevant and useful testing batteries. These criteria should be considered in consultation with patients’ physicians and the pharmacy staff.

Accuracy

Susceptibility testing strategies focused on production of accurate results have two key components:

Use of Accurate Methodologies

Because of the complexities of the various resistance mechanisms, no one method, conventional, automated, or molecular, is sufficient for detection of all clinically relevant resistance patterns. Therefore, the selection of testing methods and careful consideration of how different methods are most effectively used together is necessary to ensure accurate and reliable detection of resistance.

Microbiologists must be aware of the strengths and weaknesses of the primary susceptibility testing methods in the laboratory for detecting relevant resistance patterns and know when adjunct or supplemental testing is necessary. This awareness is accomplished by reviewing studies published in peer-reviewed journals focusing on the performance of antimicrobial testing systems and periodically challenging one’s own system with organisms that have been thoroughly characterized with respect to their resistance profiles (e.g., proficiency testing programs). Furthermore, accurate and relevant testing not only means using various conventional methods or even using a mixture of automated, conventional, and screening methods, but also encompasses the potential application of molecular techniques and predictor drugs.

Testing of S. pneumoniae provides one example of the need to be aware of testing limitations and the importance of implementing supplemental tests. Not long ago, routine susceptibility testing of S. pneumoniae was considered unnecessary. However, with the emergence of beta-lactam resistance, testing has become imperative. As the need for testing emerged, the inability of conventional tests, such as penicillin disk diffusion, to detect resistance became apparent. Fortunately, a test that uses the penicillin derivative oxacillin was developed and widely used as a reliable screen for detecting resistance to penicillin. However, this test is only a screen because the level of penicillin intermediate resistance (i.e., the MIC) can vary greatly among nonsusceptible isolates, and some strains that appear resistant by the screen may actually be susceptible. Because the level of resistance can affect therapeutic decisions, another method that allows for MIC determinations should be used to test these organisms. Additionally, the emergence of cephalosporin (i.e., ceftriaxone or cefotaxime) resistance requires the use of tests for the detection of resistance to these agents.

Other important examples in which more than one method is required to obtain complete and accurate susceptibility testing data for certain organism groups or species include vancomycin-resistant enterococci, methicillin-resistant staphylococci, and extended spectrum, beta-lactamase–producing Enterobacteriaceae. In addition, molecular methods also may be used in the clinical setting as an important backup resource to investigate and arbitrate equivocal results obtained by phenotypic methods. However, multiple testing protocols are not routinely necessary for every organism encountered in the clinical laboratory. In most laboratories, one conventional or commercial method is likely to be the mainstay for testing, with additional testing available as a supplement when necessary.

Review of Results

In addition to selecting one or more methods to accurately detect resistance, the strengths and weaknesses of the testing systems must be continuously monitored. This is primarily accomplished by carefully reviewing the susceptibility data produced daily. In the past, establishing and maintaining aggressive and effective monitoring programs often have been prohibitively labor intensive. However, the speed and flexibility afforded by computerization of results review and reporting greatly facilitate the administration of such quality assurance programs, even in laboratories with modest resources. Effective computer programs may be a part of the general laboratory information system (or, in some cases, such programs are available through the commercial susceptibility testing system). Because automated expert data review greatly facilitates the review process and enhances data accuracy, this feature should be seriously considered when selecting an antimicrobial susceptibility testing system.

Susceptibility profiles must be scrutinized manually or with the aid of computers according to what profiles are likely, somewhat likely, somewhat unlikely, and nearly impossible. This awareness not only pertains to profiles exhibited by organisms in a particular institution, but also to those exhibited by clinically relevant bacteria in general. The unusual resistance profiles must be discovered and evaluated expeditiously to determine whether they are due to technical or clerical errors or are truly indicative of an emerging resistance problem. The urgency of making this determination is twofold. First, if the profile results from laboratory error, it must be corrected and the physician notified so the patient is not subjected to ineffective or inappropriate antimicrobial therapy. Second, if the profile is valid and presents a threat to the patient and to others (e.g., the emergence of vancomycin-resistant staphylococci), immediate notification of infection control and infectious disease personnel is warranted.

Components of Results Review Strategies

Any laboratory strategy for monitoring the accuracy of results and the emergence of resistance must have two components:

Both components must be integrated into the review process to ensure efficient and timely use of resources.

Data Review.

Recognition of unusual resistance profiles is primarily accomplished by carefully reviewing the daily laboratory susceptibility data. Examples of unusual susceptibility profiles for gram-positive and gram-negative bacteria are given in Table 12-7. The examples are a mixture of profiles that clearly demonstrate a likely error (i.e., clindamycin-resistant, erythromycin-susceptible staphylococci); profiles that have rarely been encountered but if observed require immediate attention (i.e., vancomycin resistance in staphylococci); and profiles that have been described but may not be common (i.e., imipenem resistance in Enterobacteriaceae).

TABLE 12-7

Examples of Susceptibility Testing Profiles Requiring Further Evaluation

Organism Susceptibility Profile
Staphylococci Vancomycin intermediate or resistant
Clindamycin resistant; erythromycin susceptible
Linezolid resistant
Daptomycin resistant
Viridans streptococci Vancomycin intermediate or resistant
Streptococcus pneumoniae Vancomycin intermediate or resistant
Beta-hemolytic streptococci Penicillin intermediate or resistant
Enterobacteriaceae Imipenem resistant
Enterobacter/Citrobacter/Serratia/Morganella/Providencia/Klebsiella Susceptible to ampicillin or cefazolin
Enterococci Vancomycin resistant, high level of aminoglycoside resistance by disk diffusion
Pseudomonas aeruginosa Amikacin resistant; gentamicin or tobramycin susceptible
Stenotrophomonas maltophilia Imipenem susceptible; trimethoprim/sulfamethoxazole resistant
Neisseria gonorrhoeae Ceftriaxone resistant
Neisseria meningitidis Penicillin resistant

Modified from Courvalin P: Interpretive reading of antimicrobial susceptibility tests, Am Soc Microbiol News 58:368, 1992.

The data review process for evaluation of profiles should not be the responsibility of a single person in the laboratory. Furthermore, the process requires checks and balances that do not impede the workflow or increase the time required to get the results to the physicians. The way this is established varies, depending on a particular laboratory’s division of labor and workflow, but several key aspects must be considered:

• The identification of the organism must be known. To evaluate the accuracy of a susceptibility profile, identification and susceptibility data must be simultaneously analyzed in a timely fashion. Without knowing the organism’s identification, it is frequently difficult to determine whether the susceptibility profile is unusual.

• Susceptibility results should be analyzed and reported as early in the day as possible. The workflow should allow time for corrective action for errors found during data review so that corrected, or substantiated, results can be provided to physicians as soon as possible.

• Two or more tiers of data review should be used. The first tier is at the bench level, where technologists are simultaneously reading the results and evaluating an organism’s susceptibility profile for appropriateness. When unusual profiles are found, the technologist should be able to initiate troubleshooting protocols (see the next section). To prevent the release of erroneous and potentially dangerous information, results should not be reported at this point. Review at this level, which is greatly facilitated by automated expert review systems, maintains proficiency among technologists in relationship to the nuances of susceptibility profiles and important resistance patterns. The second tier is at the level of supervisory or laboratory director. The purpose of review at this level is to track and monitor the efficiency of the first tier, to take ultimate responsibility for the accuracy of results, to provide constructive and educational feedback to the technologists performing the first-line review, and to provide guidance for resolution of the unusual profiles. Again, a computer-based review process that searches all reports for predefined unusual profiles (similar to those outlined in Table 12-7) can greatly enhance the efficiency and accuracy of the second level of review.

• The review process must be flexible and updated. Because bacterial capabilities for antimicrobial resistance profiles change, laboratory resistance detection systems can become outdated. Therefore, the list of unusual profiles requires periodic review and updating.

Resolution.

The importance of having strategies for resolving unusual profiles cannot be overstated. However, developing detailed procedures for every contingency is not possible or practical. Most resolution strategies should focus on certain general approaches, with supervisory or laboratory director consultation always being among the options available to technologists. Although the steps taken to investigate and resolve an unusual profile often depend on the organism and antibiotics involved, most protocols for resolution should include one or more of the following approaches:

Often a quick review of the data recording and interpretation aspects, or purity of culture, will reveal the reason an unusual profile was obtained. Other times more extensive testing, perhaps by more than one method, may be needed to establish the validity of an unusual or unexpected resistance profile.

Accuracy and Antimicrobial Resistance Surveillance

Antimicrobial resistance surveillance involves tracking the susceptibility profiles produced by the bacteria encountered in a particular institution and in a specific geographic location (i.e., regionally, nationally, or internationally). For laboratories that serve a particular institution or group of institutions, periodic publication of an antibiogram report containing susceptibility data is the extent of the surveillance program. These reports, which may be further organized in various ways (e.g., according to hospital location, site of infection, outpatient or inpatient, duration of hospital stay), provide valuable information for monitoring emerging resistance trends among the local microbial flora. Such information is also helpful for establishing empiric therapy guidelines (i.e., therapy that is instituted before knowledge of the infecting organism’s identification or its antimicrobial susceptibility profile), detecting areas of potential inappropriate or excessive antimicrobial use, and contributing data to larger, more extensive surveillance programs.

Data that have been validated through a results review and resolution program not only enhance the reliability of laboratory reports for patient management, but also strengthen the credibility of susceptibility data used for resistance surveillance and antibiogram profiling. Therefore, meeting the need for each institution to scrutinize susceptibility profiles daily can be accomplished by establishing a results review and resolution format that ensures the accuracy for patient management, detects emerging resistance patterns quickly, and maintains accuracy of the data included in the summary antibiogram reports.

Communication

Susceptibility testing profiles produced for each bacterial isolate are typically reported to the physician as a listing of the antimicrobial agents, with each agent accompanied by the category interpretation of susceptible, intermediate, or resistant. In most instances, this reporting approach is sufficient. However, as resistance profiles and their underlying mechanisms become more varied and complex, laboratory personnel must ensure that the significance of susceptibility data is clearly and accurately communicated to clinicians in a way that optimizes both patient care and antimicrobial use. In many situations, passively communicating the susceptibility data to the physician without adding comments or appropriately amending the reports is no longer sufficient.

For example, methicillin-resistant staphylococci are to be considered cross-resistant to all β-lactams, but in vitro results occasionally may indicate susceptibility to certain cephalosporins, β-lactam/β-lactamase inhibitor combinations, or imipenem. Simply reporting these findings without editing such profiles to reflect probable resistance to all beta-lactams would be seriously misleading. As another example, serious enterococcal infections often require combination therapy, including both a cell wall–active agent (ampicillin or vancomycin) and an aminoglycoside (i.e., gentamicin). This important information would not be conveyed in a report that simply lists the agents and their interpretive category results. Such an approach can leave the false impression that a “susceptible” result for any single agent indicates that one drug used alone provides appropriate therapy. Therefore, an explanatory note that clearly states the recommended use of combination therapy should accompany the enterococcal susceptibility report.

To prevent misinterpretations that may result by providing only antimicrobial susceptibility data, strategies must consider organism antimicrobial combinations that may require reporting of supplemental messages to the physician. Consultations with infectious disease specialists and other members of the medical staff are an important part of determining when such messages are needed and what the content should include. Finally, if a laboratory does not have the means to reliably relay these messages, either by computer or by paper, a policy of direct communication with the attending physician by telephone or in person should be established.

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