Kaitey Morgan, nurse and board member of the National Infusion Center Association (NICA), shares her journey from nursing to helping create national infusion care standards. To learn more about NICA’s minimum standards of care, visit https://infusioncenter.org/.

WeInfuse podcast

Transcript: Episode 22 – How Clinical Skills and Operational Know-How Paved the Way for National Infusion Standards

Dylan McCabe: WeInfuse Podcast, episode number 22. Welcome to the WeInfuse

Podcast, my name is Dylan McCabe and in each episode we give you a behind the

scenes look at the infusion landscape from multiple angles. We try to interview key

thought leaders in the infusion space, whether it’s providers, operators, executives or

clinicians. In this particular episode, I sit down with Katie Morgan who’s a board

member of the National Infusion Center Association. She brings years of infusion

nursing experience to the table and she was instrumental in building a thriving

infusion management company from the ground up. So I think you’re really going to

like this episode with Katie with that, let’s jump into it.

Like I said, we have Katie Morgan with us today. Katie is a board member at the

National Infusion Center Association. She was also instrumental in launching and

starting an infusion management company. She brings years of nursing experience,

so she is a nurse. She brings a lot of that to the table today. We definitely want to tap

into her clinical knowledge. We’re excited to have her on our podcast and with that;

I’ll just kind of open up to her question. Katie, would you just mind laying out your

background for us, how did you get from a high school education to becoming a

nurse and then ultimately getting into infusion?

Katie Morgan: Well, thanks for having me. I’m really happy to be here. I have been

a nurse for 11 years. I’ve always wanted to be a nurse. My mom recently retired, but

she was an infusion nurse for most of her career. She started an infusion center, a

hospital outpatient department and grew that from one chair to I think it was twelve

or so when she retired. So we always saw the relationship she had with her patients

and the impact she had. We lived in a small town, so we’d run into people in the

grocery store and they’d say, oh, I love your mom, she’s an angel. So I’ve always

wanted to be a nurse, after I went into nursing school, my first real job was inpatient

oncology. So there was a heavy infusion portion to that. But that was 12 hour

overnight shifts, which you can only do for so long or I could only do. So I went to

outpatient infusion after about four years and that’s where I’ve been ever since.

Dylan McCabe: So from the hospital to outpatient infusion; from the hospital was

that when you started or helped start this infusion management company?

Katie Morgan: It wasn’t. I went from the hospital inpatient position to a hospital

outpatient infusion role. I was there for, oh gosh, I don’t even remember how many

years now, maybe four and my husband’s job transferred us. We moved from Maine

to New Hampshire. So there, I kind of right place, right time fell into this position to

help start an infusion management company.

Dylan McCabe: So for our audience, we say Infusion Management Company, we

also say MSO or managed service organization. So you may hear that lingo if you’re

out and about and conversing in the infusion space. Well, one of the things, I don’t

think we’ve had the opportunity to interview someone who has a CRNI certification.

Tell us about that certification. How did you get it? How rigorous of an exam was it?

I’ve heard it’s hard.

Katie Morgan: It is hard, yeah. I want to say the last time I looked; the passing rate

was like maybe 65%. I’ll have to fact check that afterwards, I’m not sure, but to

qualify to sit for the exam you have to have, I believe it’s a thousand hours of

relevant clinical experience in the past year. So you can’t be a brand new nurse and

try to say you’re certified.

Dylan McCabe: The certification is an infusion certification for registered nurses,


Katie Morgan: Correct, so CRNI is Certified Registered Nurse Infusion, which is

kind of an [Inaudible03:49] but CRNI, yeah. So you’re a registered nurse and you

have specialized knowledge in infusion. So the test covers everything from vascular

access to IV fluids, equipment, pumps and filters. I mean, it is a hard test, when I

took it they didn’t quite have the library of training materials that they have now. So it

was more like sit down and memorize the book and then you recertify every three


Dylan McCabe: Was the book the infusion nurses society book, is that correct? .

Katie Morgan: Yeah, there are the two books, really their standards and their

policies and procedures. Now they have study guides and what do they call it? CRNI

Academy and some really, really cool resources, I didn’t have those. Then every

three years you have to recertify by either retaking the test or by obtaining so many

recertification units throughout the three years.

Dylan McCabe: I did not know that.

Katie Morgan: Yeah and they’re specific to infusion.

Dylan McCabe: Awesome.

Katie Morgan: So yeah, by becoming a CRNI and maintaining that really make sure

you have that level of knowledge.

Dylan McCabe: Awesome. That’s awesome. So we’ve hosted a few other guests

that have started infusion centers and I believe we’ve even hosted a guest who was

instrumental in starting in the fusion management company as well. But what

challenges did you incur out of the gate? I mean, like starting a business, I mean, I

can speak first hand, super challenging starting a business in healthcare. Software’s

challenging in healthcare direct patient care is even more challenging especially in

this kind of nebulous infusion center space. So who did you lean on? What

organizations and just tell us about that experience?

Katie Morgan: I think the hardest part, like you said, right out of the gate was that

this still is a new space, but especially a few years ago it was more new. So there

were not resources when; the way my sort of brain works is okay, if we’re going to do

something what are the rules, how do we do it right? And those resources didn’t

exist. We had to sort of cobble them together from different existing resources. So

infusion nursing society, the immunoglobulin nursing society, ONS, alphabet soup of

organizations that put out rules about each little specific thing and there was nothing,

it wasn’t nicely compiled like it is today. So I actually met Brian Nyquist because I

was Googling, trying to solve a problem. I’d run into this roadblock, a regulatory issue

with preparing parenteral medications and getting some pushback from regulators

and I thought, well, I can’t be the first person to run into this problem. People are all

infusing all over the country; someone must have the answer in a nice little package

for me.

Dylan McCabe: And let me just see if I can articulate the problem. The issue was in

a particular state, the state board of pharmacy said, hey, if you’re mixing drugs in a

clinic environment or a quote unquote physician office environment, you should have

a pharmacist on staff doing that in a cleaner room, et cetera, is that correct?

Katie Morgan: Correct, so they felt that any manipulation of an IV product was

compounding which then made it subject to all these regulations really restrictive,

really expensive, and really unnecessary for the environment. We’re not talking

about a hospital clean room or a specialty pharmacy that’s shipping these out. We’re

talking about immediate administration to a single patient sitting in front of you. We’re

not batching, we’re not storing, so there was just no category. So we had nothing to

point to and say, no, look, this is what we’re doing and this is why it’s okay. So I

came across the National Infusion Center Association, contacted Brian Nyquist and

said, hey, have you ever gotten this question before because I’m having a little

trouble here and he actually flew out and attended the legislative hearings and

provided testimony and was really, really helpful in helping us fight that battle and

ultimately making it so we could continue to progress and open and start seeing

patients and get them the infusions that they need.

Dylan McCabe: Awesome. Well, and so to bring this full circle, so Katie intersects

with Brian Nyquist during this state issue, this regulatory issue. Now, again, she’s a

board member of the National Infusion Center Association, and you said you cobbled

together all these resources from INS and IGNS and other organizations to ultimately

you were instrumental in drafting the national infusion center associations, minimum

standards, which I think now, so many of our clients that WeInfuse and just infusion

centers in general, lean on to make sure that they’re doing things properly. So

maybe can you speak into that, like where all these experiences, the culmination of

where they brought together to produce this?

Katie Morgan: Yeah, it’s been really I don’t know, sort of, I don’t know if it’s fateful

or serendipitous or what it is, but having had the path that I have to get here and

then to be able to develop those standards with the help of the advisory committee

and all these experts in thought leadership space, it was really cool, really exciting,

really great people and now I get to, when I talk to I was speaking with a nurse at a

conference not too long ago and she’s sets the challenge discuss the challenge that I

just said, which is, I don’t know where to turn to and she hadn’t heard of the

minimum standards, it was right after they came out. So I got to say, hey, and I

emailed her right then and there a link to them and she said, oh, this is just what I’ve

been looking for, which I wish I had had at the time, but now to me, it’s just as


Dylan McCabe: Well, you played a key part in writing them, which is really cool and I

just completely skipped over the question I asked before, which was kind of the main

challenge obviously; had a huge regulatory hurdle you ever came. What other

challenges just in developing clinical protocol to recruiting nurses, retaining nurses,

what were some of the challenges getting started?

Katie Morgan: Ah, yes, recruiting and retaining nurses is tough. I think nurse

training and being able to develop a training program that start to finish, you feel like

when you’re leaving that nurse, that you have an infusion expert taking care of

patients because anyone who knows one or two or three nurses knows a nurses and

the nurses and the nurse, there’s a million different flavors. That’s why I love nursing

because if you get bored there is always something else you can do. So just having

someone who has RN after their name, doesn’t mean your job is done, there’s more

to it then that. So that has been really challenging part of our model was

geographically remote sites from where I was so being able to not physically be

there, but have to virtually be there providing support making sure that nurses

working independently don’t feel like they are alone was a challenge, I think we did

that really well though.

Dylan McCabe: That’s awesome. Well kind of a shameless plug for WeInfuse, Katie

was one of the first WeInfuse clients, your organization was and still is and we’re

very thankful to have that organization as a client. Tell us how did you find

WeInfuse? You found us when we were early; we probably over promised and under

delivered to death. I hope we under promise and over delivered. So tell us about

using a brand new software in a brand new space with a brand new company.

Katie Morgan: Sure. So finding an EMR was really important if you’ve worked in

healthcare, you’ve used more than one EMR nothing against them, but none of

them, I’ve never said, I love my EMR which I did say using WeInfuse. I found

WeInfuse, shameless plug for Google I guess infusion software and found that

WeInfused website and a little box popped up that said, oh, do you want to learn

more? I typed in I think my email and phone number and maybe 10 minutes later my

phone was ringing and it was Judy Beck.

Dylan McCabe: Love Judy Beck.

Katie Morgan: I won’t do her Southern accent, but I mean, pretty much right away,

we kind of went into a demo. It wasn’t so much schedule it later. I wanted to know

now and she had the time and walked me through and I said, this is amazing. This is

exactly what we need. I’ve always, I had used hospital EMRs that we were trying to

sort of gear towards this specialty that really needs its own focus and so finally

seeing it, I was like, oh, this is amazing. Someone actually did it

Dylan McCabe: Well. And again, thank you for your patience, Katie, just as you’ve

been able to walk with us along as we develop and better develop the application. I

know there are so many little requests you’ve had that we’ve been able to…

Katie Morgan: I think I drove your support team crazy with my WeInfuse wish list at

the beginning, but that’s what was so great about it, to be able to say, hey, I wish my

EMR did this and WeInfuse would say, okay, we can do that and make it happen

really fast. It wasn’t, we’ll put it on the list.

Dylan McCabe: Sometimes it would take months, but still true, instead of years.

Katie Morgan: Instead, we’ll put it on the 24 months list. I had that response from

previous software. So yeah, the responsiveness has been, it’s a huge advantage

aside from just how well thought out the software is and how intuitive it is.

Dylan McCabe: Well, thank you. Again, if you need to learn more information about

WeInfuse visit our website, weinfuse.com request a demo either myself or one of our

sales team members will get a hold of you and get right back to you to schedule that

demo. Just some parting wisdom for anyone wanting to enter this space, whether

that’s clinically, but you also bring your business acumen to the table as well now,

what piece or pieces of advice would you give those individuals that want to enter

the space?

Katie Morgan: I think in conversations I’ve had with folks who think they want to

start maybe a physician office who thinks they want to start off for with infusions, if

you are considering that and are pretty sure that it’s not going to be that hard and

you can do it, then my advice is do a lot more research and it’s not worth doing if

you’re not going to do it right, whether financially, clinically it’s just not worth it. So do

your homework, there are organizations out there who their specialty is managing

infusion operations, their specialty software, their consulting services, sort of an in

between but you can’t go it alone, you just can’t.

Dylan McCabe: Yeah, and these drugs are so expensive, mistakes can be so

catastrophic. So just want to make sure you dot your I’s and cross your T’s. Well,

Katie, thank you so much for your time today. We’re excited to have you on, still love

working with you at WeInfuse as a client, but also on the board of the National

Infusion Center Association where Brian Johnson and I still serve. So thank you so

much for all you do for our industry and we’re so glad you came on today.

Katie Morgan: Thank you so much. It’s been a pleasure.

Dylan McCabe: Thank you.

Guest Speaker: As Chief Clinical Officer for the National Infusion Center Association (NICA), Kaitey Morgan, RN, BSN, CRNI, directs the standards for in-office infusion. Prior to her position as Chief Clinical Officer, Kaitey served as a Board Member for NICA, a nonprofit association dedicated to representing non-hospital, community-based infusion providers. With over 15 years of clinical experience, she works to develop educational resources and training material for infusion patients and providers.