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KEYWORDS
Validation Verification Standardization Automated blood cell counter
Hematology analyzers Clinical hematology laboratory
KEY POINTS
Verification of an automated blood cell counter (hematology analyzer) can be done ac-
cording to the Clinical and Laboratory Standards Institute or the International Committee
for Standardization in Haematology guidelines depending on the preference of the labo-
ratory professional.
For complete blood count parameters, a limited number of partially outdated reference
methods is available; there is a need for updated methods for established parameters
and reference methods for new parameters.
International standardization of reporting units is desirable.
INTRODUCTION
Automated blood cell counters (or automated hematology analyzers [HAs]) belong to
the standard inventory of most medical diagnostic laboratories worldwide and are a
valuable tool in the laboratory diagnostic process. HAs are capable of measuring the
concentration of hemoglobin (Hb) and of counting and identifying blood cells and
blood cell characteristics. This measurement is frequently referred to as the complete
blood count (CBC) and is often used as a screening tool in health and disease. In
addition, the CBC is used to observe or monitor certain patient characteristics (ie,
medical conditions or treatments) over time, and reported values that are related to
these characteristics serve as a basis for interventions and treatments. A typical
example of such a parameter is the level of Hb, which is the main determinant in blood
Abbreviations
mL Microliter
AMI Analytical measuring interval
CBC Complete blood count
CD Cluster of differentiation
CLSI Clinical and Laboratory Standards Institute
CRI Clinically reportable interval
dL Deciliter
FDA US Food and Drug Administration
g Gram
HA Automated hematology analyzers
Hb Hemoglobin
ICSH International Committee for Standardization in Haematology
ISLH International Society for Laboratory Hematology
L Liter
MCV Mean cell volume
mmol Millimole
MPV Mean platelet volume
NRBC Nucleated red blood cell
PCV Packed cell volume
RBC Red blood cell
RDW Red cell distribution width
WBC White blood cell
standards for validation and verification of HA, which are discussed in this article.1,2
These guidelines are entitled “Validation, Verification, and Quality Assurance of Auto-
mated Hematology Analyzers,” published by CLSI in 2010, and the “ICSH Guidelines
for the Evaluation of Blood Cell Analyzers Including Those Used for Differential Leuko-
cyte and Reticulocyte Counting,” published by ICSH in 2014.1,2 The use of a particular
guideline is voluntary and puts the responsibility for performing these recommenda-
tions solely on the manufacturer and the end user. According to the ISO15189, a clin-
ical laboratory accreditation program, a certain level of verification of any new HA has
to be done according to a professional standard. It also stimulates laboratories to take
patients’ risk factors into consideration to meet these standards.3
This article provides an overview of the evaluation steps for HA that are important in
a diagnostic laboratory, and discusses issues concerning standardization of various
clinically important CBC parameters.
The CBC encompasses several parameters, including white blood cell (WBC) count,
red blood cell (RBC) count, mean cell volume (MCV), hemoglobin (Hb) concentration,
and platelet count (or thrombocyte count), amongst others. In addition, the nucleated
red blood cells (NRBCs) and reticulocytes are also sometimes regarded as standard
parameters of the CBC. Table 1 provides an overview of parameters that are either
measured or calculated in HA, including the units in which they are reported. These
parameters are not discussed in full detail here but should, if applicable, all be
included in a validation or verification process.
Table 1
CBC parameters determined by HA
Abbreviations: fL, femtoliter (10 15 L); fmol, femtomol (10 15 mol); MCH, mean cell Hb; MCHC,
mean cell Hb concentration; MPV, mean platelet volume; pg, picogram (10 12 g); RDW, red cell
distribution width; %CV, % coefficient of variation.
a
Sometimes the WBC differential count consists of a 2-part WBC differential count (ie, mono-
cytes and lymphocytes combined; sometimes referred to as mononuclear cells or agranulocytes)
and granulocytes (combination of neutrophil granulocytes, eosinophil granulocytes, and basophil
granulocytes). This combination is also called polymorphonuclear leukocytes/cells; a 3 part WBC
differential count (lymphocytes, monocytes, and granulocytes); or an extra WBC differential cate-
gory is added: immature granulocytes. There are numerous other parameters also reported by
some HA, examples of these parameters include immature neutrophil granulocytes, hyperchromic
RBCs and hypochromic RBCs, microcytic RBCs and macrocytic RBCs, fragmented RBCs, immature re-
ticulocytes, reticulocyte Hb content, and reticulated (or immature) platelets. The nomenclature
and definition may vary depending on the type of HA.
substances, ranging from lipid to clot interference; these are beyond the scope of this
article (exclusion criteria, intrinsic interferences). For an extensive review on spurious
CBC results caused by interference, the reader is referred to Zandecki and col-
leagues.13,14 The measurements are performed in de-identified surplus blood that re-
mains after all other laboratory testing has been conducted. Specifically, on material
which would otherwise have been discarded.
Blood Cell Counters for Routine Tests 187
Table 2
Standard procedures and considerations in specimen collection
Item Description
Tourniquet Tourniquet should be applied immediately before venipuncture and
technique released instantly after puncture (within 1 min) after blood flow to
prevent hemoconcentration6
Anticoagulant K-EDTA should be used; either K2-EDTA (preference of CLSI guideline) or
K2-EDTA or K3-EDTA (ICSH guideline). The anticoagulant should
remain the same throughout the full validation/verification process
and routine use thereafter because changes in anticoagulant may lead
to changes in reported CBC results7
Mixing of tubes Collection tubes should be mixed immediately after filling; at least 8–10
complete inversions, to prevent clotting
Order of tube The EDTA tube usually is one of the last tubes that is drawn, depending
draw on local guidelines
IV lines Dilution of the sample with IV fluids should be avoided when drawing
blood from an IV line, and fluid should be completely discarded
Short draw This may cause dilution when the EDTA anticoagulant is in liquid form,
and alteration of reported CBC parameters may occur because of high
EDTA concentration
Blood source Capillary, arterial, and venous samples may have different concentrations
of various CBC parameters
Patient fasting Food (especially a fatty meal) may interfere with some CBC
measurements because of lipemia and chylomicron interference
Specimen Proper patient and positive specimen identification are necessary to
identification prevent CBC reporting errors
Storage and Blood samples should be stored at room temperature and analyzed
transport within 4–8 h after venipuncture
CLSI ICSH
Verification The laboratory (end user) should follow the procedures Verification is conformation of the evaluation
of manufacturer validation, but the verification may performed by the manufacturer or published in the
be abbreviated; the goal is to verify that the literature; the verification may be abbreviated (ie,
manufacturer’s stated performance is correct focused to meet specific requirements at the test site)
Precision/imprecision (within-run Should be performed with normal samples and samples Single run of 10 measurements on the same sample (all
reproducibility; closeness of at medical decision levels available in clinical reported parameters), 3 levels (normal, abnormal
agreement between test results) laboratories. No specifications for number of low, and abnormal high, around clinical decision
measurements and reporting points). Reported as SD and %CV
Precision (between batch, long term) Should be performed with normal samples and samples Single sample, repeated daily, for a period of 20–30 d.
at medical decision levels available in clinical Three levels (all parameters, abnormal low and
laboratories. No specifications for time period and abnormal high, around clinical decision points). Fixed
number of measurements blood (control material) may be required
Carryover (contamination by a For WBC, RBC, Hb, and platelets, 3 high samples For WBC, Hb, platelets, reticulocytes, and NRBC, 3 high
preceding sample) followed by 3 low samples samples followed by 3 low samples
Linearity (linear relationship at various The reportable range (ie, the CRIs) should be The reportable range (ie, the CRI) should be
Abbreviations: LoB, limit of blank; LoD, limit of detection; SD, standard deviation.
Data from Rabinovitch A, Barnes P, Curcio KM, et al. H26-A2: validation, verification, and quality assurance of automated hematology analyzers; approved stan-
dard - second edition. CLSI document H26-A2. Wayne (PA): Clinical and Laboratory Standards Institute; 2010; and International Council for Standardization in Hae-
matology, Writing Group, Briggs C, Culp N, Davis B, et al. ICSH guidelines for the evaluation of blood cell analysers including those used for differential leucocyte
and reticulocyte counting. Int J Lab Hematol 2014;36:613–27.
189
190 Verbrugge & Huisman
necessary” policy.3 This policy allows end users to determine their own objectives as
to the extent of verification or the need for a suitable validation. The 2 guidelines dis-
cussed in this article are comparable, not identical, but differences are generally
limited. There are differences in terminology and nomenclature. The CLSI directive
generally adheres strictly to official nomenclature (eg, measurand instead of param-
eter, as used by the ICSH guideline and in daily practice) but existing deviations in
definitions are also minor. The CLSI guideline is intended for use by HA manufac-
turers and laboratories (end users), whereas the ICSH guideline is intended for lab-
oratories only.1,2
The ICSH guideline is available free via the Web site of the International Journal of
Laboratory Hematology (the official journal of the International Society for Laboratory
Hematology [ISLH], www.ISLH.org) and via the ICSH Web site (www.ICSH.org). A
subscription is needed for the CLSI guideline. The final choice for 1 of 2 guidelines de-
pends on local circumstances and preferences. In addition, it is always possible for a
laboratory to deviate from the guidelines for professional reasons.
STANDARDIZATION
Current globalization calls for clinical laboratories across the world to produce stan-
dardized results. Worldwide, clinical laboratories operate under different conditions,
use different procedures for specimen collection, and run tests using analyzers from
different manufacturers. Standardization can only be attained when this is done using
the same high level of accuracy, precision, and reproducibility. It depends on refer-
ence materials and reference methods/procedures (gold standard) and involves
validation, verification, quality assurance, and quality control. Guidelines on standard-
ization of laboratory procedures and analyzers are based on reference materials and
methods and are often created by field specialists after careful evaluation.
Current Reference Methods for Automated Hematology Analyzers
For an HA there are only a few reference methods available (Box 1). Most reference
methods are cumbersome and impractical in daily practice and they can only be
used during a verification process.
For Hb, the reference method is the hemiglobincyanide method.16,17 Cyanide-
containing reagents are no longer in use for various reasons (eg, cyanide toxicity)
and have been replaced by alternate methods; therefore, manufacturers must
carefully validate their noncyanide methods. Hb is the only parameter of the
Box 1
Reference methods available for HA
Some of the reference methods described earlier are more or less outdated; this is
especially true for the RBC and WBC counts and the WBC differential count. For the
RBC and WBC counts, the current reference technique is based on the impedance
principle and better alternatives for this method are available. A new reference method
could be based on optical counting (flow cytometry) in combination with specific fluo-
rescent cluster of differentiation (CD) markers for RBC and WBC. Such a method
would have fewer interferences and improved specificity. For the WBC differential,
flow cytometry is now a candidate reference method because its accuracy and statis-
tical precision seem to be higher than those of the manual method, but there are still
many points to consider.26 One of the issues regarding this suggested method is the
paradigm shift in WBC differential nomenclature from a microscopy-based nomencla-
ture to a CD marker–based nomenclature. Therefore, no definitive reference method
has been published to date.
Apart from the parameters discussed here, a schistocyte count (fragmented RBCs,
fragmentocytes) has recently been introduced as an HA parameter; however, this
parameter is only available on a limited number of HAs.27,28 Schistocytes are a valu-
able parameter in the differential diagnosis of thrombotic thrombocytopenic purpura
and other pathologic states. The ICSH recently published a guideline on schistocyte
enumeration that supports further development of automated schistocyte
measurements.29–31
192 Verbrugge & Huisman
Complete Blood Count Parameters for Which No Reference Method Is Available, but
for Which This Would Be Desirable
Except for the methods mentioned earlier, no other reference methods are pub-
lished. Many CBC parameters are clinically relevant and also widely used in scien-
tific research, but there are no reference methods, which can cause differences in
clinical interpretation and this may prevent wider use and valid comparison or ag-
gregation of clinical and scientific data. Many clinicians and researchers are not
even aware that differences in reported results (eg, between different hospitals)
may be caused by different HAs being used. Therefore there is a need for more
internationally accepted reference methods, especially for the following clinically
relevant parameters:
The MCV has been widely used clinically since its introduction by Wintrobe32; for
example, in diagnostic algorithms for anemia, and as a compliance marker for
various drugs.32–34 Differences in MCV can occur because of various analytical
interferences.35 So far, no internationally accepted reference method has been
published. However, various manufacturers offer calibration materials, often
based on latex particles or fixed RBCs of which the exact volume is known, which
have their own disadvantages because they behave differently in an HA in com-
parison with viable RBCs. The MCV also serves as a source for other (calculated)
parameters like the red cell distribution width (RDW). An increase in RDW has
been linked to various pathologic states.36–38 Therefore a reference method
would be a step forward.
Various HAs report derived RBC parameters such as microcytic RBCs and hy-
perchromic RBCs.39,40 These extended RBC parameters may be helpful in the
work-up of some specific RBC-related disorders. For example, microcytic
RBCs may be used in the differential diagnosis of microcytic anemia to distin-
guish iron deficiency from thalassemia, and hyperchromic RBCs can be used
in the diagnosis of hereditary spherocytosis.41,42 However, the specific nomen-
clature for the extended RBC parameters, cutoff levels, and measurement
method may differ depending on the type of HA used, which may lead to confu-
sion and misclassification when interpreting reported data.
Reticulocyte Hb content is a parameter generated by some HAs, and this param-
eter has added value in the diagnosis of functional iron deficiency and other path-
ologic states, and it even has a place in clinical guidelines on the diagnosis and
treatment of iron deficiency in patients on dialysis.39,40,43–46 However, as with
some other reported CBC parameters, the reticulocyte Hb content lacks stan-
dardization and has differences in nomenclature, limiting its clinical use.
The MPV has clinical value in various pathologic states of platelet count and
platelet function39,47,48; however, the clinical use of MPV (and derived parame-
ters such as platelet distribution width and plateletcrit) is limited by the lack of
standardization. At present, the ICSH is working on a guideline for MPV
standardization.
Reticulated platelets are young platelets that still contain some RNA and their
levels increase with increasing platelet production by the bone marrow, which
makes this parameters usable in thrombocytopenic patients to distinguish pe-
ripheral platelet destruction from bone marrow failure syndromes or as a
guide in platelet transfusion therapy.39,48–50 As with the other discussed pa-
rameters, the nomenclature may differ depending on the type of HA used,
and differences may occur because of different cutoff levels and measure-
ment methods.
Blood Cell Counters for Routine Tests 193
SUMMARY
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