Optimizing Healthcare HVAC

A Guide to Seamless TAB Projects


Executing HVAC and Test & Balance (TAB) projects in a healthcare setting presents unique challenges. Unlike commercial buildings, hospitals and clinics operate 24/7 under strict regulations where system performance is directly linked to patient safety. For facilities managers, the priority is to improve indoor air quality (IAQ), ensure compliance, and boost energy efficiency, without disrupting patient care.

Why Healthcare HVAC Requires Specialized Attention
Why do healthcare HVAC systems require more specialized attention? HVAC systems in healthcare are more than just comfort; they are a foundation for infection control and patient safety. They are designed to meet strict clinical demands and are set apart from systems in other types of buildings.

Key factors include:
  • Air Pressure Relationships: Proper pressure between rooms is essential. Negative pressure is required in isolation rooms to contain contaminants. Positive pressure is used in spaces like operating rooms and areas for vulnerable patients to block outside air.
    • TSI PresSura™ Room Pressure Monitors and Controllers are the industry standard for monitoring safety in isolation rooms, operating rooms and rooms for pandemic preparedness. Backed by our unique pressure sensor, PresSura Products provide precision measurements with high stability.
  • Air Changes Per Hour (ACH): Hospitals require higher ventilation rates to dilute and remove airborne risks. Operating rooms, for instance, often require 20 or more air changes per hour, much of it with fresh outside air. 
  • Advanced Filtration: Most healthcare areas use multi-stage and HEPA filters to catch tiny particles and microorganisms. Filters only work well when installed and maintained correctly.
  • Strict Temperature and Humidity Control: These settings help prevent microbial growth and support clinical work. For example, operating rooms are generally kept cooler and drier.
    • The TSI Q-Trak™ XP IAQ Monitor helps you maintain precise temperature and humidity levels, supporting infection control, equipment performance, and occupant comfort.
  • Specialized Zones: Different areas; operating rooms, isolation rooms, sterile processing locations, and pharmacies have unique airflow and filtering requirements.  
    • Keep every critical space performing at its best with the TSI OmniTrak™ Solution. Track critical air quality and sound conditions tailored to each specialized zone.
Navigating the Regulatory Landscape
Regulatory standards are mandatory and closely monitored. To avoid problems and help keep patients safe, each facility must be familiar with these key guidelines:
  • The Joint Commission (TJC): Inspects for proper pressure, ventilation, and filtration. Keeping up-to-date documentation is critical.
  • Facility Guidelines Institute (FGI): Sets construction and renovation standards for healthcare spaces, often used as a baseline for existing buildings.
  • ASHRAE Standards: ASHRAE 170 outlines airflow, pressure, and filter requirements for hospitals. Many local and federal codes use it as reference.
  • CDC Recommendations: Provides infection-control guidance, including the use of HVAC to contain or prevent disease transmission. 
  • USP <797> & <800>: These set strict guidelines for pharmacies on air quality and room pressurization in sterile and hazardous drug compounding.
A Practical Process for Project Success
A simple, structured approach reduces risk and helps projects go smoothly, without disrupting clinical activity.

Assessment and Data Gathering
Start by collecting all available information: previous reports, system drawings, and maintenance logs. Use your Building Management System (BMS) to monitor important metrics like temperatures, pressures, and damper positions. Portable instruments can confirm or supplement these readings. Solid data lets you prioritize work based on need, not guesswork.

Risk Assessment and Infection Control
Any work near patient care areas demand a risk review using an Infection Control Risk Assessment (ICRA). This review ensures you apply the right barriers and safety measures to contain dust and debris, protecting staff and patients during work.

Stakeholder Coordination
Identify who needs to be involved, from clinical leaders and infection prevention staff to biomed and IT. Keep communication clear, so everyone knows when and where work is happening and how it may affect their area.

Scheduling and Phasing
Work should align with clinical operations. Look for windows during nights, weekends, or other low-activity periods. For critical rooms, coordinate complete shutdowns or phased work during predetermined times.

Documentation and Verification
Keep simple, accurate records throughout the project. Make sure key measurements (like pressure and airflow) match requirements before and after changes. Valid, straightforward documentation helps satisfy inspections and protects patient safety.

TAB Best Practices in Clinical Spaces
Testing and balancing HVAC in healthcare requires attention to detail:
  • Operating rooms need to confirm that airflow is high enough and that positive pressure is maintained. Use simple airflow and pressure tests to verify clean airflow from center to perimeter.
  • Isolation rooms need to be checked to see if negative or positive pressure is achieved using reliable meters. Spot-check these readings as doors open and close to ensure pressure stays within target levels.
  • Pharmacies are required to maintain specific airflow and room pressurization levels to ensure safe medicine handling.
Avoiding Common Pitfalls
Watch out for these simple but frequent issues:
  • Setpoint Drift: Confirm thermostats have not been changed from their design values, which can waste energy and harm safety.
  • Uncalibrated Sensors: Always double-check sensors with portable meters to ensure displayed data is reliable.
  • Unauthorized Changes: Sometimes registers or diffusers are changed without notice—always look for unapproved changes that could disrupt airflows.
  • Clogged Components: Coils, filters, or dampers might be blocked and difficult to see, reducing airflow.
  • Off-Hours Settings: Ensure critical rooms don’t revert to energy-save settings that could affect performance after hours.
By following these clear, step-by-step strategies, you can optimize your facility’s HVAC system while supporting safe, efficient patient care. Investing in proper planning, risk management, and clear communication ensures your projects deliver long-lasting benefits.

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