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LESSON 6 perform the procedure under special connecting the artery and a vein directly.

conditions. This maybe created for hemodialysis


OVERVIEW OF PRE-ANALYTICAL treatment or pathological process such as
PHASE OF TESTING Burns, Scars, & Tattoos - a site which has erosion of arterial aneurysm.
burns, scars or tattoos is not
The pre-analytical testing phase includes recommended because veins in the area Blood Sampling Device
procedures such as laboratory handling may be difficult to examine and blood
and identification which takes place prior circulation maybe impaired. Burns may be A blood sampling device is used to avoid
to any laboratory testing. It is in this phase too painful to touch and tattoos may also the use of needle sticks, reduce infections,
where proper control measures are placed be susceptible to infection due to the dyes and reduce wastage from line draws. The
to avoid subsequent issues. This starts used that may interfere with the process. device collects blood from the arterial or
when the doctor's order is given and ends central venous catheter where it is
when the laboratory testing has officially Damaged Veins -aside from encountering connected.
commenced. difficulty in puncturing the site when
veins are damaged another problem is the Heparin or Saline Lock
During this phase, aside from the ability possibility of getting inaccurate results.
to draw blood from the patient, the Veins could be Sclerosed or hardened or The heparin or saline lock, which is
phlebotomist should also possess the skill Thrombosed or clotted. commonly called a "hep-lock," is an
of being able to identify factors that affect intravenous (IV) catheter attached to a
the process and address the same as Edema - which is also known as Oedema, stopcock or cap with diaphragm. The
needed. is an abnormal swelling caused by basic function is to provide access for
accumulation of fluid in the tissues. The administering medicine or drawing blood
The laboratory test is used by physicians tissues become fragile, making the task of from the patient. This is threaded in the
to diagnose and monitor the presence of a locating the veins harder. This condition peripheral vein which is in the lower arm
disease. The physicians compare the maybe due to reactions from medications, above the wrist for up to 48 hours. It is
results to a reference range or reference pregnancy, infections and other medical usually flushed with herapin or saline (to
interval. This range shows the high and problems. cephalic or cubital vein. prevent clogging) and capped for future
low limits of result values as compared to use.
healthy individuals. Several factors are VASCULAR ACCESS SITES AND
considered as part of the reference interval DEVICES  Intravenous (IV) Sites
study or the interpretation of the data
obtained. There are cases when a patient needs a An IV line is a thin plastic tube or catheter
patient require the use of Vascular Access inserted into a vein in the forearm to inject
In phlebotomy, the basal state is ideal in Devices (VADs) for blood sampling, a volume of fluids into the bloodstream.
establishing reference range since it infusing medication, central venous The phlebotomist should avoid collecting
represents the condition of the metabolism pressure readings and blood transfusion. blood from the arm with IV because the
of the body early in the morning or after The choice of vascular access sites is blood collected could be contaminated
approximately 12 hours of fasting. This based on the needs of the patient, the with IV fluid. If blood collection is
can be influenced by age, gender and purpose and length of time it needs to necessary, collection site should be below
conditions of the body. remain in the body. Listed are vascular the IV. Take note that collection of blood
access sites and devices used in from known previously IV sites should be
phlebotomy: avoided for 24 to 48 hours.

Arterial Line

To obtain samples for arterial blood gas Central Vascular Access Devices
and laboratory studies, critically ill (CVADs)
patients require arterial lines where a thin
catheter is inserted into an artery. This The Central Vascular Access Devices
also used to monitor blood pressure (CVADs) is also known as indwelling
continuously. Neither tourniquet nor lines which is a tubing inserted to the
PROBLEM AREAS AND venipuncture are allowed in the arm with main vein or artery used for blood
TROUBLESHOOTING IN THE SITE an arterial line. collection, monitoring the patient's
SELECTION pressures and administering medications
Arteriovenous Shunt or Fistula and fluids.
Listed are problem areas to considered
when selecting the venipuncture site and An arteriovenous shunt or fistula is a
the phlebotomist should be aware of these passageway created thru surgery which is
so he could choose an alternative site, or usually in the arms with the intention of
There are three (3) types of CVADs a sign to indicate the allergy and use a restricted, the mouth is free from any
which include the Central Venous catheter non-latex alternative for gloves, obstruction and the patient is protected
lines, implanted port, and peripherally tourniquet and bandages. from self-injury. Call the attention of the
inserted central catheter. first-aid personnel.
Excessive Bleeding
CENTRAL VENOUS CATHETER is AVOIDING AND HANDLING
also known as a central line inserted into When a patient is on aspirin or PROCEDURAL ERROR RISKS AND
the large vein (subclavian) and advanced anticoagulant, the bleeding may take a FAILURE TO DRAW BLOOD
longer time. The pressure should be
applied to the site until the bleeding stops. Hematoma Formation
The attention of the authorized personnel
should be called when the bleeding The phlebotomist should hold pressure on
continues after five minutes. the site immediately after discontinuing
the draw. A cold compress or ice pack
Fainting maybe offered to help address the
swelling. Factors that trigger Hematoma
into superior vena cava. Fainting is a temporary loss of are:
consciousness which is caused by the
insufficient flow of blood to the brain. If Excessive or blind probing
the patient is prone to fainting during
IMPLANTED PORT is a surgically Inadvertent arterial puncture
venipuncture, they are asked to lie down
implanted disk-shaped chamber attached
during the procedure.
into the indwelling line. This is usually Size of the vein - too small
placed on the upper chest just below the Nausea and Vomiting
collarbone. The needle penetration - all through the
When the patient feels nauseous and has vein
the tendency to vomit, the phlebotomist
has to discontinue the procedure until the Needle is not completely inserted
patient feels better or until the feeling
Tourniquet is still on when the needle was
subsides. An emesis basin or wastebasket
removed
should be provided, and a cold damp
washcloth should be applied in the Pressure - not adequate
forehead.
PERIPHERALLY INSERTED
CENTRAL CATHETER (PICC) is a Pain
flexible tube Latrogenic Anemia
The patient should be warned before the
inserted into the veins of extremities and needle insertion, and the phlebotomist This results from blood loss due to blood
the centralveins should avoid redirection of the needle. If draw. It is important to ensure to collect
the patient complains of extreme pain or only the required specimen volume
numbness, remove the needle and apply because if 10% of the blood volume is
ice to the site because this could indicate removed at once from the body, the
nerve involvement. The phlebotomist patients could face a threat.
needs to document the incident if the
condition persists.

HANDLING PATIENT Petechiae Inadvertent Arterial Puncture


COMPLICATIONS ASSOCIATED
WITH BLOOD COLLECTION This condition involves the appearance of This happens when blood is filling up the
small red or purple spots that look like tube rapidly and there is a rapid formation
Allergies to Equipment and Supplies rashes, which appears on the arm when of hematoma on the site.
tourniquet is applied.
When the patient has adhesive allergy, a Infection
gauze should be placed over the site and Seizures/Convulsion
should be removed after fifteen minutes. Infection can be avoided by making sure
The alternative is to ask the patient to When seizures or convulsions occur, the that tapes or bandages are not opened
apply pressure for five minutes. For blood draw should be discontinued ahead of time, needles are not preloaded
Antiseptic allergy, simply use a different immediately. Hold pressure over the site into the tube holders, insertion site of the
antiseptic. And for latex allergy, look for but make sure that movement is not needle is not touched after sterilization,
cap is removed just before venipuncture, Undetermined position and pressure after the expiration date
and patients are advised to keep the declared in the tube.
bandage on the site for at least 15 minutes Collapsed Vein

Nerve Injury The collapsed veins usually occur when


conditions are less than ideal, which leads LESSON 7
Nerve injuries happens when there is to the veins being blocked, resulting to
improper site selection, rapid needle insufficient blood flow. This happens TYPE OF EQUIPMENT FOR
insertion, excessive redirection of the when there is a strong pressure in the CAPILLARY COLLECTION
needle and blind probing. If the initial vacuum of the tube or plunger, the
attempt is not successful, the phlebotomist tourniquet is too close to the site or it is Capillary puncture or skin puncture is a
should try to redirect the needle by using a too tight, or when the tourniquet was method that uses a lancet to make a small
slightly forward or backward movement. removed during the draw. incision in the capillary bed in the skin to
The next step is to remove the needle and obtain a small volume of blood specimen.
look for an alternative site. Tube Vacuum The following are the equipment used for
capillary collection:
Reflux of Anticoagulant To avoid failure due to loss of vacuum,
the phlebotomist should make sure that Lancet/Incision Devices - sterile, sharp
To avoid blood that has already been the bevel is not partially out of skin and instrument that are intended for one-time
drawn to flow back into the vein from the the tube itself is not damaged. use only. It is designed for use in making
collection tube, which may cause adverse cuts in the skin for finger or heel
reaction because of the presence of tube SPECIMEN QUALITY puncture.
additives, make sure to keep the arm of
the patient in a downward position and the Hemoconcentration is a decrease in the Laser Lancet - a type of lancet that
tube just below the venipuncture sites. fluid content or plasma volume which is produces a small hole in the skin by
usually caused by tourniquet that vaporizing water in the skin. This
Vein Damage stagnates the normal flow of blood, eliminates the risks of sharp injuries
leading to the increase in concentration of because cauterizing the skin is not
Damaging the vein could be avoided by red blood cells and other nonfilterable necessary. There are 2 types that are used
following the proper technique and large molecules. in capillary puncture: finger puncture
avoiding blind probing. lancet and heel puncture lancet.
Hemolysis, which is also called
TROUBLESHOOTING FAILED haemolysis, refers to the rupture pes of the Microcollection Containers - also known
VENIPUNCTURE Venipuncture attempts red blood cells. The hemoglobin is then as microtube, is a small plastic tube used
could fail due to improper seating of the released to the surrounding fluid.  which holds blood specimen collected in
tube and failure of the needle to go the capillary puncture. These have
through the stopper. The phlebotomist Partially Filled Tubes, or short draw, markings on the side that show the
must be aware and must take measures to happens when the phlebotomist pulls a minimum and maximum fill levels and at
ensure that the proper procedures are tube before reaching the required volume times comes with a narrow capillary tube.
followed. The needle position is critical to which may lead to the incorrect blood-to-
the success of the venipuncture. The additive ratio. Microhematocrit Tubes and Sealants -
phlebotomist should ensure that the narrow bore tube that could be made of
following does not happen: plastic or glass typically used for
hematocrit determinations. This can hold
Needle not inserted far enough Specimen Contamination means that the 50 to 75 mL and filled by capillary action.
specimen is compromised due to incorrect One end is sealed with sealants made of
Bevel partially out of skin handling, which includes allowing clay or plastic.
alcohol, powder or other materials into the
Bevel partially into vein sample. Getting glove powder or Microscope Slides - used for blood films
perspiration into films and specimens, for hematology determinations
Bevel partially through vein using the wrong antiseptic, or simply not
following the proper antiseptic procedure Warming devices - used to increase the
Bevel completely through vein could interfere with the results. blood flow seven-fold by warming the
puncture site.
Bevel against vein wall Wrong or Expired Collection Tube should
not be used because the manufacturer Capillary Blood Gas Equipment (CBG) -
Needle beside vein
could not warrant the quality of the seal special equipment used for collecting
capillary blood gas specimen (CBG) veins are fragile and not accessible During finger puncture, the patient's arm
which contains CBG collection tubes, because of scars, burns, etc.; should be placed in a firm surface. His
stirrers, magnet and plastic caps. arms should be extended, and his palms
veins are reserved for another procedure are facing up.
such as chemotherapy;
When the patient is a young child, he
clotting tendencies, should be placed in the lap of his
guardian. While infants, the infant heel
COMPOSITION OF CAPILLARY extreme fear of needles and puncture should be performed with the
BLOOD SPECIMEN, THE TEST AND baby in a supine position and his foot not
REFERENCE VALUE veins will be used for POCT such as
lower than his torso.
glucose monitoring.
The Capillary blood specimen is a mixture During finger puncture, the patient's arm
of different blood and fluids which This is also the preferred method for
should be placed in a firm surface. His
include the following: arterial blood, infants and young children because of the
arms should be extended, and his palms
venous blood, capillary blood, interstitial following reasons: (1) health risks such as
are facing up.
fluid and intracellular fluid. anemia, and cardiac arrest; (2) requires
only a small volume of blood; (3) When the patient is a young child, he
Arterial Blood is the bright red blood venipuncture could damage veins and should be placed in the lap of his
found in the pulmonary vein, left chamber tissues surrounding the site; (4) guardian. While infants, the infant heel
of the heart and the arteries. It is the puncturing could result to hemorrhage, puncture should be performed with the
oxygenated blood in the circulatory thrombosis, gangrene, and infection; (5) baby in a supine position and his foot not
system. risk of injury because of the restraint lower than his torso.
needed in venipuncture; and (6) capillary
Venous Blood is the blood that travels blood is the preferred specimen. Step 6: Select the Puncture/Incision Site
from the peripheral veins passing through
the venous system then through the right Capillary Puncture should not be used for As a general criterion, the skin of the
chamber of the heart. This is dark red in erythrocyte sedimentation rate methods, incision site should be pink, normal in
color because it is deoxygenated. blood cultures, studies that need plasma color, and warm. The selected area should
specimen, and have large volume be free from scars, cuts, bruises, rashes,
Capillary Blood is preferred specimen for specimen requirement. cyanosis, edema, or infection.
infants, young children, elderly patients
and patients with severe burns. It is ORDER OF DRAW FOR COLLECTING When the patient is an adult or an older
extracted from the venules and arterioles CAPILLARY SPECIMEN child the palmar surface of the distal, end
found in the capillary bed. Interstitial segment of the middle finger or ring
Fluid fills the spaces around the cells and Order of Draw refers to the specific finger of the non-dominant hand should
these are filtered from the blood sequence with which blood must be drawn be used. The center or the fleshy portion
capillaries and drained away as lymph. and collected in tubes to avoid cross of the finger should be used.
Intracellular Fluid is found inside the contamination of additives between the
cells. They facilitate movement of fluid in tubes. The Order of Draw should be For infants, the incision site should be less
the membrane and they block the entrance Blood gas specimens (CBGs), EDTA than 2.0 mm deep and to avoid bone
of unwanted materials. specimens, other additive specimen and damage the incision the recommended site
serum specimen. should be in the plantar surface of the
The capillary reference values may vary heel, or on the median or lateral edge.
from the venous values. The concentration PROCEDURE FOR SELECTING THE
of the glucose in the blood is higher, PUNCTURE SITE AND COLLECTING Step 7: Warm Site if Applicable
while the Total Protein (TP), Calcium CAPILLARY SPECIMEN FROM
(Ca2+), and potassium (K+) ADULTS, INFANT AND CHILDREN Warming the incision site increases the
concentrations are lower. blood circulation in the area for up to
Capillary Puncture steps seven times. Using a warm washcloth or
INDICATION SOF PERFORMING towel, warm the site for 3 to 5 minutes.
CAPILLARY PUNCTURE ON Step 1: Review & accession test request Warming is usually done when the
ADULTS, CHILDREN, AND INFANTS specimen is for pH or blood gas specimen
Step 2: Approach, identify, & prepare
collection and also recommended for heel
Capillary specimen could be a good patientStep 3: Verify diet restrictions &
sticks.
alternative to venipuncture for adults and latex sensitivity
older children under the following Step 8: Clean and Air-Dry Site
Step 4: Sanitize hands & put on gloves
circumstances:
Step 5: Position Patient
The incision site should be clean and Step 18: Transport Specimen to the Lab
sanitized using antiseptic or 70%
isopropyl alcohol. ROUTINE AND THICK BLOOD
SMEARS
Step 9: Prepare Equipment
Routine blood film/smear preparation is a
Make sure that the phlebotomist is blood test that is used to check
wearing gloves before arranging the abnormalities in the blood cells. A small
sterilized collection device and placing drop of blood is placed near the frosted
them in an area that is easy to reach. end of the glass side. Another slide is used
Packages should be open in front of the to spread the blood in a thin film over the
patient. slide. It is then air-dried and stained.

Step 10: Puncture the Site and Discard Thick blood smear preparation is used to
Lancet determine if the patient has malaria which
is diagnosed by its presence in the
When doing the finger puncture, the peripheral blood smear. The procedure
phlebotomist should hold the finger starts by placing a large drop of blood in PATIENT IDENTIFICATION, TYPES
between the thumb and index finger of the the center of the slide. The blood drop is OF SPECIMEN, LABELING
non-dominant hand. He should then place spread until it is about the size of a dime, PROCEDURES REQUIRED FOR
the lancet flat against the central fleshy using a cover slip or another slide. This BLOOD BANK TESTS
part of the incision site. should be air-dried for at least 2 hours
before staining. The Blood bank specimen is important in
For heel puncture, he should hold the foot determining which blood product can be
gently but firmly and proceed to COLLECTION OF SPECIMEN FOR safely used for blood transfusion. Blood
encircling the heel with the use of the CAPILLARY GAS, NEONATAL banks use a lavender-top or pink-top
index finger near the arch, the thumb BILIRUBIN, AND NEWBORN Ethylenediaminetetraacetic acid (EDTA)
should be placed in the bottom, and the SCREENING TESTS AND ITS tube or a red-top non additive glass as an
rest of the fingers around the top portion CLINICAL SIGNIFICANCE alternative.
of the foot. Then the lancet is positioned
in the medial or lateral plantar of the heel. Capillary blood gas specimen by heel Blood banks follow a strict identification
puncture which is recommended for and labeling procedure to ensure that there
Step 11: Wipe Away the first blood drop infants and small children. The blood are no errors which could lead to
because they may be contaminated with samples are collected on the same site as incompatible blood product that can cause
excess tissue fluid. routine capillary puncture specimens. fatal reaction to the recipient of the blood.
Step 12: Fill and Mix Tubes/Containers in The following information must be
Order of Draw Neonatal bilirubin collection is used to included:
The phlebotomist should prioritize the help determine any liver disorder in
collection of slides, platelet counts, and infants. This is collected with a heel stick.
other hematology specimens to avoid
clumping and clotting. The anticoagulant Newborn/neonatal screening is done as Full name including middle initial
containers should be next followed by part of the routine check for infants to
determine inborn disorders such as Hospital ID Number
serum specimens. Do not forget to touch
collection device to drop of blood. phenylketonuria, hypothyroidism and
Social Security Number for outpatients
galactosemia, and cystic fibrosis. 
Step 13: Place gauze and apply pressure.
Date of Birth
Keep the incision site elevated. LESSON 8
Date & time of collection
Step 14: Label Specimen and Observe PRINCIPLE BEHIND SPECIAL
Special Handling Instructions COLLECTION PROCEDURES,
Initials of the phlebotomist.
SPECIAL SUPPLIES OR EQUIPMENT
Step 15: Check the Site and Apply Note: Room number and bed number
Bandage Special collection procedures are non-
is optional.
routine laboratory test that may not only
Step 16: Dispose of Used and involve additional preparation and
Contaminated Materials procedure but may require other specimen
such as urine or feces. These can be
Step 17: Thank Patient, Remove Gloves, applied for special cases such as blood
and Sanitize Hands donation.
Blood banks can use special identification donates blood for his use especially for alcohol combination. Any detected
systems such as ID bracelet (self-carbon elective surgeries. This eliminates risks microorganism in the laboratory should be
adhesive for specimen), Blood ID band associated with blood transfusion. After reported so that the physician could
(linear bar-code), and Siemens Patient securing a written permission from the evaluate if it is clinically significant.
Identification check-blood administration. physician, blood can be collected within a
minimum of 72 hours from the surgery BLOOD CULTURE COLLECTION
Blood banks make tests in the lab to schedule. PROCEDURE
ensure that the donated blood are safe for
blood transfusion. This includes typing Another special scenario is cell salvaging It is important to note that blood culture
the blood for transfusion and screening for where the blood of the patient is salvaged collection takes first priority in the order
infectious diseases. The blood type (ABO) (during surgical procedure), washed and of draw to prevent contamination. Below
and Rh factor (+ or -) are determined. re-infused after testing for residual free are the steps followed when doing blood
hemoglobin. The salvaged blood needs to culture collection:
There are cases when there is a need to be tested prior to reinfusion because a
conduct a cross-match test to eliminate high free hemoglobin level means that too The patient should be properly identified
blood related compatibility issues that many red cells were destroyed during the and the collection procedure should be
may arise between the patient and the salvage process and reinfusion is not explained clearly.
donor. The plasma or serum from the recommended because it will result to
patient is mixed the RBC of the donor to Select the venipuncture site and release
renal dysfunction.
check the compatibility. the tourniquet within 60 seconds.
STERILE TECHNIQUE IN BLOOD
PROPER DONOR IDENTIFICATION, Assemble the equipment and make sure to
CULTURE COLLECTION
BLOOD UNITS LABELING AND POST follow proper aseptic technique.
HANDLING PROCEDURES A blood culture is a test that checks the
Perform the friction rub for about 60
blood for pathogens for patients who have
Blood donor collection is done mainly for seconds.
a fever of unknown origin (FUO). The test
the purposes of blood transfusion. Blood determines the presence of bacteria in the Wait for 30 seconds to allow the site to
is donated by volunteers in units. blood that causes bacteremia or presence dry.
Phlebotomists involved in donor of microorganism and toxins in the blood
collection should have undergone a that causes septicemia. Open the culture bottle by removing the
special training to acquire these special flip-off cap while checking the same for
skills and should have excellent The physician orders this test only if there defects. Bottle should draw at least 8cc
venipuncture skills. is a probability of bloodstream invasion. and should be in date.
Since the test identifies the responsible
Blood donors should be 17 to 66 years of organism and the extent of and infection Clean the bottle stopper while waiting for
age, with a minimum weight of 110 lbs. can be determined, the best antibiotic the site to dry.
They must have completed the physical could be prescribed.
exam and declared their medical history. Check the fill lines on the bottle to
Their medical history is recorded, and a For optimum results, the collection determine the minimum and maximum
brief examination is conducted prior to the should have 2-4 blood culture sets placed level of the bottle.
collection. All donor information are in special bottles, one aerobic (with air)
confidential and a written permission and one anaerobic (without air), that were Tourniquet should be reapplied and
must be submitted by the donor for drawn 30 to 60 minutes apart. perform the venipuncture. Make sure that
documentation purposes since all blood the site is not touched.
components of a unit must be traceable as Skin antisepsis is crucial in the blood
part of the look back program. collection procedure because it prevents Inoculate the medium.
the contamination by microbial flora in
The unit of blood can be separated into the skin which can be introduced in blood To mix the blood with the medium, invert
RBCs, plasma and platelets but these culture bottles and affect the results. the bottle a couple of times.
should still be traceable to the donor.
Under the lookback program, blood The sterile technique varies per laboratory If iodine is used in the arm, the patient's
recipients needs be notified when the but the following antiseptics can be used skin should be cleaned.
donor was diagnosed positive for to sterilize the site: betadine swab sticks,
chloroprep, PVP ampule, Frepp/Sepp II, Observe proper labeling procedures.
transmittable disease. The blood
and Benzalkonium chloride. To minimize Make sure to include information about
components are then verified and
the risk, friction rub of the collection sites the site where the blood was collected.
retrieved.
are performed for about 30 to 60 seconds
Discard used and contaminated materials
There are also cases when there is an using tincture of iodine, chlorhexidine
properly.
autologous donation where the patient gluconate, and a povidine/70% ethyl
Courteously thank the patient. Remove especially if the patient has an Fasting glucose specimen maybe be
the gloves and decontaminate the hands unexplained bleeding. This test could be collected before the start of the procedure.
with hand sanitizer. prothrombin time (PT), activated partial
thromboplastin time (aPTT), and A special breakfast containing an
Transport the specimen promptly to the thrombin time (TT) which is a close equivalent of 100g glucose or a glucose
laboratory for analysis and processing. approximation of the hemostatic system. beverage will be given on the day of the
test.
Media Inoculation Methods The integrity of the blood specimen
during collection and transportation has a Blood glucose specimen will then be
There are three ways to inoculate the direct effect on the test result, thus, collected 2 hours after the meal.
medium: (1) directly into the bottle special care should be taken to ensure that
(during collection), (2) collected in a it is done properly. Glucose Tolerance Test
syringe (after collection), and (3) through
an intermediate collection tube (in the If only the coagulation specimen is drawn, A patient who could be suffering from
laboratory). draw a "clear" tube with 1-2 mL which is carbohydrate metabolism problems is
discarded prior to collection. The blood subjected to the glucose tolerance test
In direct inoculation, a butterfly and specimen is then collected using a light (GTT) which is also called oral glucose
specially designed holder is used. The blue top with 3.2% citrate tube with the tolerance test (OGTT) to evaluate the
holder is connected to the Luer connector correct (9:1) blood to coagulant ratio. ability of the body to metabolize glucose
of the butterfly collection set. The aerobic by measuring the tolerance level to high
vial is filled first and each container is To ensure proper mixing, invert the tubes glucose level. Insulin response to a
mixed after removal from the holder. The gently 3 to 4 times immediately after measured dose of glucose is recorded by
needle is removed after completing the collection. specimen collection at given intervals.
collection and the safety device is The GTT length is 1 hour for gestational
activated as pressure is applied over the Coagulation sample is collected second diabetes while it is 3 hours for other
site. when an evacuated tube system is used. evaluations. The method of collection
should also be consistent be it
When using the syringe method, blood is For draws using indwelling catheter, the venipuncture or skin puncture.
transferred to the culture bottles after line should be flushed with 5 mL of
completing the draw using a safety saline. The 5 mL which is equivalent to GTT Procedure
transfer device which is activated as soon six dead space volumes of catheter is
as the needle is removed from the site. discarded. Before the procedure the patient must eat
Attach the safety transfer device to the balanced meal containing approximately
syringe. Push the bottle into the device The concentration of the sodium citrate 150 grams of carbohydrates for 3 days
until it reaches the stopper. The blood will should be adjusted for patients with above and must fast for 12 to 16 hours before the
be drawn from the syringe filling the 55% hematocritt values. scheduled test. Drinking water is allowed
vacuum in the container. The bottle to avoid dehydration and because urine
should be placed in a solid surface or in a The collected specimen should be specimen is also collected as part of the
rack. transported to the laboratory immediately. test. The steps in the GTT procedure are
Should the specimen be unable to reach as follows:
Intermediate Collection Tube is the laboratory within four hours, it should
performed in the laboratory rather than the be centrifuged and the plasma frozen. Begin with the normal identification
patient's bedside. Although this is not protocol. Explain the procedure and
recommended because the sodium 2-hour Postprandrial Glucose advise the patient that only water is
polyaethol sulfonate (SFS) in collection allowed during the whole test period.
This blood test is done to check if the
tubes increase concentration when added
patient is suffering from diabetes and The fasting specimen is drawn and the
to the blood culture bottles. Moreover,
other metabolic problems. The 2-hour PP glucose level is checked and should be
the transfer of blood increases the risk of
test is also used to monitor insulin over 200 mg/dL for the test to proceed.
contamination and exposure of laboratory
therapy. The principles of 2-hour PP
staff. However, if it could not be avoided,
specimen collection are: The patient should collect a fasting urine
the yellow-top SFS tube is acceptable for
specimen if ordered.
collection purposes. A high-carbohydrate diet was introduced
2 to 3 earlier. The patient is given the glucose beverage
COAGULATION SPECIMEN AND ITS
dose. Adult dose is 75g while children are
PROPER COLLECTION AND The patient should fast at least 10 hours given 1g per kilogram of weight. For
HANDLING prior to the test. gestational diabetes the dose should be
A physician requests coagulation tests to between 50 to 75g.
assess the blood clotting functions
The beverage should be ingested within 5 Patients with slow gastric emptying, because toxicology test involves
minutes. Crohn's disease and cystic fibrosis could collection of blood, hair, urine and other
show false-positive results. substances from the body for the purpose
Record the time when the drink was of determining the presence of toxins
finished then start timing the test which is Paternity/Parentage Testing which could be in very small amounts.
collected within 30 minutes, 1 hour, 2
hours and so forth. Parentage testing or paternity testing is Forensics Specimens
performed to exclude the possibility of
A copy of the collection time is provided paternity of a particular child. Before the Toxicology specimen are ordered by the
to the patient. advent of DNA parenting testing, testing law enforcement department for legal or
for parentage involves ABO and Rh forensic purposes. The most common
If applicable the collection time for other typing, and basic red cell antigen testing. specimen are breath and blood for
specimen such as urine should coincide Should the result does not exclude alleged alcohol. Others request urine for drug
with the computed collection time. parent further test is performed which screening, blood specimen for drugs and
include extended red cell antigens, red DNA analysis. For forensic specimen,
The exact time collected and the time cell enzymes, serum proteins testing, there is a need to track the specimen from
interval should be written in the label white cell enzymes, white cells antigen, the time of collection until the time that
along with patient identification and human leukocyte antigen (HLA). the results are released using a special
information. protocol called chain of custody.
DNA paternity testing is the most Important information about the collection
Transport the specimen immediately or advanced technology to date. The test of the specimen is recorded in this form
within 2 hours for accurate results. uses the genetic fingerprinting or DNA which includes type of specimen, the
profiling to establish parentage by phlebotomist who made the collection, the
Lactose Tolerance Test
providing genetic proof. Polymerase chain technician who processed the specimen,
A lactose tolerance test  measures the reaction (PCR) and restriction fragment details of the collection (time, date and
ability of the body to process lactose and length polymorphism (RFLP) are two place) and the signature of specimen
determines if the patient lacks mucosal other methods used today although the owner. The collection and packaging is
lactase which is an enzyme that converts older techniques still exist. done in the presence of a witness which is
lactose into glucose or galactose. usually a law enforcer and the person
The principles of DNA paternity testing responsible in collecting the specimen for
Gastrointestinal distress and diarrhea
are: legal reasons could be summoned to
follows after ingestion of milk or food
containing lactose for those who lack the appear before the 7court as witness.
All involved parties need to submit a
lactase enzyme. government issued photo identification
along with the completed Chain of
This test is similar to the procedure of the
Custody form. The photos of all tested
GTT but the difference is that lactose is
parties are also taken.
substituted for glucose. The principles for
the lactose tolerance testing include: The Buccal samples as collected by using
a swab that was rubbed inside the cheek
It is recommended that a 2-hour GTT test
and the loose cheek cells adhere to the
be administered at least a day before the
swab.
lactose tolerance test.
Sealed and tamper-evident package are
Equal amount of lactose is substituted to
used to hold the specimen during
glucose but the test will be performed
transportation to the laboratory.
following the manner of GTT.
The test results are ready after 48 hours
Glucose specimen is drawn at the same
which are usually sent via mail. 
time as the previous GTT procedure.
CHAIN OF CUSTODY PROCEDURES
The GTT curve and the glucose curve will
IN DRUG TESTING 
be similar if the patient has mucosal
lactase. Toxicology Specimens

If the patient is lactose intolerant, the A phlebotomist plays a role in both


result will yield a "flat" curve where clinical toxicology (detection of toxins
glucose levels just slightly rise over the and treatment) and forensic toxicology
fasting level. (legal consequences of toxin exposure)
TIMING, ROLE OF DRUG HALF-LIFE, removal of single units of blood which -The patient should be advised about his
NAMES OF DRUGS, ITS PEAK, will gradually deplete the excess iron in legal rights.
TROUGH, AND THERAPEUTIC the body.
LEVELS IN DRUG MONITORING -There should be a witness present when
Blood Alcohol (Ethanol) Specimens the form is signed.
Therapeutic Drug Monitoring
Blood alcohol (ethanol [ETOH]) tests are
The Therapeutic drug monitoring (TDM) usually ordered for purposes related to
measures drug levels at designated treatment but could also be for industrial Specimen collection requirements
intervals so that the appropriate dosage or job-related purposes such as insurance
can be established and maintained for the claims or programs and employee drug A special area should be designated for
patient thus avoiding toxicity. Drugs that screening. The law enforcement the purpose of urine collection.
are monitored usually have a narrow department orders blood alcohol
During the collection, a proctor is present
range between the amounts with which it concentration (BAC) for individuals
to ensure that the specimen came from the
has optimal effect to the amount that involved in traffic related accidents. The
correct person.
triggers side effects. ETOH test for treatment purposes do not
require the chain of custody to be Split sample may be used for parallel
TDM begins with prescription of the accomplished but the results of such tests testing.
initial dosage appropriate for the patient's can become evidence in court. However,
clinical condition. The amount in the BAC for industrial and legal samples Proper labeling should be followed to
bloodstream is expected to rise, eventually should follow the chain-of-custody establish a chain of custody.
reach peak (maximum) which screens protocol.
drug toxicity, and gradually fall to a Protect the specimen from tampering.
trough or minimum level which ensures The ETOH specimen collection uses After collection it should be sealed in a
that the levels within therapeutic range. aqueous povidone-iodine and aqueous lock container and sent to the laboratory
The timing of collection is important for benzalkonium chloride (BZK). Avoid immediately. Documentation should be
aminoglycoside drugs (amikacin, using isopropyl alcohol and tincture of handled carefully.
gentamicin, and tobramycin) which have iodine as antiseptic because these might
short half-lives but it is not critical for affect the results. Just use plain soap and Trace Elements
phenobarbital and digoxin. water if the abovementioned antiseptic or
their alternative is not available. Use gray- Trace elements tests for presence of
Appropriate concentrations should be top sodium fluoride glass tubes for aluminum, arsenic, copper, lead, iron, and
given to optimize the clinical outcomes specimen collection. These tubes could be zinc. They are collected in small amounts
while considering the drug dosage, history with anticoagulant but it depends on the and must use special element-free tubes
of dosage given, the recorded response of need of the required specimen for a colored royal blue, since traces of these
the patient and desired outcome. specific test. The tubes are filled until the elements in the glass, plastic or stopper
vacuum is exhausted. The tube stopper could trickle into the specimen will affect
Therapeutic Phlebotomy should remain in place at all times the accuracy of the result. The type of
because alcohol could evaporate. additive, if any, is indicated in the label.
Therapeutic phlebotomy is performed by (red - no additive, lavender - EDTA, and
drawing a large volume of blood from the green-heparin). To avoid contamination,
patient about 500 mL as part of the change the transfer device before filing
treatment procedure for polycythemia and Drug Screening the tube.
hemochromatosis.
Companies, healthcare organizations and PRINCIPLE OF THE DIFFERENT
Polycythemia is the overproduction of red sports associations subject their potential POINT-OF-CARE TESTING (POCT)
blood cells which is harmful to the employee to drug screening as part of
patient. A hematocrit test is used to check their pre-employment requirement. The The Point-of-Care Testing (POCT) is any
the RBC level and removal of blood is company or organization could also run a analytical test that is done outside the
done when level exceeds a certain level random screening without prior notice. centralized laboratory and near the site
with the goal of returning the levels to The specimen used is urine instead of where the patient receives treatment.
normal range. blood. The chain of custody protocol is POCT has been called by different names,
strictly implemented since legal such as alternate site testing (AST),
Hemochromatosis is characterized by implications are involved. bedside, near-patient testing, remote
excess iron deposits in the tissues which testing, satellite testing, and rapid
could be due to problems with iron Patient preparation requirements diagnostics. The testing ranges from a
metabolism as a result of multiple blood simple procedure as a dipstick,
transfusions or excessive intake of iron. -The purpose and procedure should be glucometer which is handheld, and up to
The procedure is done by periodic explained to the patient.
automated molecular test using analyzers Cascade POC —ACT, APTT, PT/INR The phlebotomist should put on gloves &
and imaging systems that are portable. prepare equipment to be used while
These tests are not only convenient, but it CoaguChek XS Plus —PT/INR waiting for the site to dry.
also shortens the turnaround time (TAT).
GEM Premier 4000 —ACT, APTT, Open the puncture device package and
Quality and Safety in POCT PT/INR keep blade sterile.

Quality Control (QC) and maintenance i-STAT —ACT, PT/INR The blood pressure cuff should be inflated
procedures should be followed during the to 40 mm Hg.
conduct of POCT to maintain the Verify Now —platelet function
accuracy of the results. The processes The safety clip must be removed quickly
should yield results that are no different if and positioned on the forearm
the test has been performed in the Bleeding Time
centralized or main laboratory which The trigger should be depressed while
poses a challenge to the phlebotomist. simultaneously starting the timer. The
Bleeding time (BT) test is a non-
However, waived test are becoming more blade will then retract. Remove the device
instrumented test ordered by the physician
prevalent and these test does not need to from the arm and discard sharps properly.
to evaluate the capillaries for platelet plug
be of the same level as non-waived test. formation which is indicative of disorder A filter paper should be used to blot the
For this reason, Quality Control in the platelet function or problems in blood flow for 30 seconds. Wick the
procedures are in place for strict capillary integrity. This test is also used blood without touching the wound.
compliance. for pre-surgical screening and detection of
problems involving hemostasis. Although Stop the timer when bleeding stops and no
In the effort to continuously improve the platelet function assays (coagulation test) longer stains the filter paper. The test is
healthcare service provided to the has been mostly ordered in place of BT, it stopped if bleeding persists beyond 15
patients, manufacturers have enhanced is still requested in some occasion. minutes.
their instruments to include electronic Execution of the proper technique is
QCs (EQCs) which can detect specimen important to get an accurate result. The blood pressure cuff is removed. Clean
related problems. Internal checks are also the arm and bandage the arm. Advise the
in place to check the functionality status patient to keep the site dry and bandage
of the instrument. These enhancements should be intact for the next 24 hours.
have greatly helped ease the regulatory The following steps in BT should be
requirements for POCT. For non- followed: The bleeding time is recorded and
instrumented tests, daily external liquid rounded to the nearest 30 seconds.
QC checks make sure that there is The patient should be identified properly. Normal results are between 2 to 8
adherence to use of required techniques Proper hand hygiene should be followed. minutes.
and the gnerated results are accurate.
Ask the patient if he has taken aspirin or Follow proper disposal of used &
Another challenge is that POC any salicylate-containing drug within a contaminated supplies. Thank patient
instruments, such a handheld analyzers, period of the past two weeks because it before you leave.
may help in the transmission of infection can prolong bleeding time which will
in the facility. Several manufacturers influence the result. Inform the patient Arterial Blood Gases and Electrolytes
recommended disinfecting the instrument that although the incision is small,
using 10% bleach to reduce the risk of scarring could still occur. Many healthcare institutions have
cross contamination between patients. supported the use of POCT for arterial
Place the arm on a steady surface for blood gases (ABGs) and electrolytes in
Coagulation Monitoring by POCT support. selected settings such as the emergency
department, pulmonary unit and neonatal
Warfarin and heparin therapy can be The site should be in the volar lateral of intensive care unit. It has been said that
evaluated using a Coagulation POCT the forearm and 5 cm distal to the these panels of test are more expensive
analyzer. The common coagulation tests antecubital area. Shave the area when than traditional pre-analytic and analytic
checked are Prothrombin time (PT) & necessary and make sure that the area procedures performed in a typical
international normalized ratio (INR), does not have surface veins, scars, bruises laboratory but it has greatly improved the
Activated partial thromboplastin time or edema. turnaround time for the of test for patients
(APTT or PTT), Activated clotting time in emergency situations which in turn
(ACT), and Platelet function. Listed are A blood pressure cuff is placed around the
reduces the time of waiting for the
the available POCT instruments available: arm.
physician's medical diagnosis and
Use alcohol to clean the selected area with prescription.
alcohol. Allow the site to air-dry.
hyponatremia. Potassium is an electrolyte Mixing tubes by inversion
that helps in nerve conduction and muscle
Arterial Blood Gases function. It also regulates the acid-base Some tests require gentle inversion of the
balance and keeps the blood pressure in specimen tube to evenly distribute
The arterial blood gas (ABG) test check. We call increased blood potassium additive. The number of inversion
measures the level of oxygen, carbon hyperkalemia while the decreased level is depends on the type of additive but it is
dioxide and acid-base (pH) in the patient's called hypokalemia. Chloride maintains usually between 3 to 10 inversions.
blood which gives the physician an idea the integrity of the cells by helping in
about the status of the function of your keeping the balance in osmotic pressure as Special Handling
lungs, heart and kidneys. ABGs measured well as the acid-base and water balance of
by POCT methods include potential There are cases when temperature and
the body. Bicarbonate ion helps transport
hydrogen (pH), partial pressure of carbon light affects the analytes for a blood
carbon dioxide to the lungs and it also
dioxide (PCO2), partial pressure of specimen with which special care when
helps with the regulation of blood pH.
oxygen (PO2), and oxygen saturation handling them is needed to protect the
When there is a decrease in H+ ions and
(SO2). condition and quality of the specimen
increase in blood pH or hypoventilation,
collected.
that patient might suffer from acidosis.
pH refers to the concentration of hydrogen
When the condition is reversed or there is  Body temperature
ions in a solution. The arterial pH test
hyperventilation, the condition could lead
checks the balance of the acid-base level
to alkalosis. Ionized calcium comprise Specimen that precipitate or agglutinate if
which shows the metabolic and
about 45% of the blood calcium and they allowed to cool below body temperature
respiratory status of the patient.
help in the muscular function, cardiac should be transported at near body
Normal range is from 7.35 to 7.45 only. function, blood clotting, and nerve temperature which is 37˚C. The tubes
The PCO2 is an indicator on how well air transmission function of the body. should also be pre-warmed at 37˚C and
is exchanged between the blood and portable heat blocks are used during
lungs. The test shows the measure of transport which could hold the
pressure exerted by dissolved CO2 in the temperature for 15 minutes from removal
blood plasma in proportion to the PO2 in from the incubator. A heel warmer can be
the alveoli. Hypoventilation is when the LESSON 9 used for specimen that can withstand a
PCO2 level increased to an abnormal temperature slightly higher than 37˚C.
level while hyperventilation is when it STEPS INVOLVED IN PROCESSING
decreases. On the other hand, PO2 is AND HANDLING DIFFERENT TYPES Examples: Cold agglutinin,
representative of the pressure exerted by OF SPECIMENS cyrofibrinogen, and cyroglobulins
the dissolved O2 and the ability of the
The result of a test is compromised when Chilled specimens
lungs to diffuse oxygen through the
alveoli which is usually used to measure the proper collection procedures, storage,
Chilling slows the metabolic process
the effectiveness of an oxygen therapy. processing, and transporting protocol
which could affect the results for some
SO2 is used to evaluate the oxygenation were not followed in the preanalytical
specimen. It should be completely
status of the patient. It measures the phase. Studies show that approximately
submerged in crushed ice and water slurry
percentage of the binding sites of the 48% to 68% of laboratory result failures
during transport and immediately tested or
hemoglobin that is occupied by oxygen in are due to prior to analysis phase
refrigerated if needed.
the blood. A normal person exhibits 98% mishandling or error. The phlebotomist
oxygen saturation. should be responsible enough to follow all Examples: Adrenocorticotropic hormone
the appropriate steps required for each test (ACTH), acetone, Angiotensin-converting
Electrolytes that he is scheduled to perform. enzyme (ACE), ammonia,
catecholamines, free fatty acids, gastrin,
The electrolytes in the body mainly aid in Routine Handling
glucagon, homocysteine, lactic acid,
moving nutrients in the body and removes
A phlebotomist should have the parathyroid hormone (PTH), ph/blood gas
wastes in the cells of the body. The POCT
knowledge and skills to perform routine (if indicated), pyruvate, renin
uses electrolyte panels to determine the
blood level of sodium (Na+), potassium venipuncture and he should also be
Light-sensitive specimens
(K+, chloride (Cl-), bicarbonate ion careful in mixing tubes and preparing
(HCO3), and ionized calcium (iCa2+). specimen for transport to the laboratory. There are cases when exposure to light
He should adhere to time limits set for could affect the result of a specimen, like
Sodium helps keep the normal balance of delivery of specimen to the laboratory bilirubin. The phlebotomist should wrap
fluids in the body and also plays a role in except for cases such as emergency the tube with aluminum foil or use light-
transmitting nerve impulses. An elevated specimen or other conditions mentioned blocking amber-colored container.
level of sodium is called Hypernatremia in the time limit exception within the
while reduced level is known as chapter.
Examples: Bilirubin, Carotene, Red cell hematology specimen with EDTA which CENTRIFUGATION
folate, serum folate, Vitamin B2, Vitamin are placed in tubes with lavender or A centrifuge is a apparatus that is used to
B6, Vitamin B12, Vitamin C, urine purple stopper should not be centrifuged. separate cells, plasma or serum of blood
porphyrins, and urine porphobilinogen specimen which is achieved by spinning
the blood tubes inside the vessel at a high
CRITERIA FOR SPECIMEN speed such that the centrifugal force will
REJECTION Time Limit Exceptions cause the separation of specimens.

The collected specimen is transported to The delivery time limit has some It is important to leave the stoppers on the
the central processing or triage for exception such as specimen that are tube before and during centrifugation to
screening and prioritizing. The specimen marked as "STAT" or "emergency", it avoid contamination, evaporation, aerosol
are (1) identified, (2) logged or takes priority over all other specimen in formation, and pH changes which will
accessioned, (3) sorted by department and terms of transportation, processing and affect the accuracy of the results. Take
type of processing, and (4) evaluated for testing. Aside from this, listed below are note that the tubes should be balanced in a
specimen suitability which is necessary other exceptions to the time limit rule: centrifuge, meaning tubes of the same size
for accurate reasons. and volume of specimen should be placed
Blood smear from EDTA specimen -
opposite one another. A centrifuge should
The specimen is rejected if it did not meet prepared 1 hour from collection
not be repeated. 
a specific criterion such as:
EDTA specimen for CBC - analyzed
The plasma specimen collected in tubes
Specimen is not identified properly. within 6 hours but are stable 24 hours
with anticoagulants should be centrifuged
from collected if stored in room
immediately and without any delay. On
It has inadequate volume to complete the temperature.
the other hand, serum specimen needs to
test.
EDTA specimen for erythrocyte be completely clotted prior to
Hemolysis sedimentation rate (ESR) determination - centrifugation. Normally, complete
tested 4 hours (room temperature) and 12 clotting takes around 30 to 60 minutes at
The use of wrong tube for collection. hours (refrigerated). room temperature.

Outdated tube EDTA specimen for reticulocyte counts - Although there are machines that tests
stable for 6 hours (room temperature) and sample specimens directly through the
Improper handling (improper mixing) 72 hours if refrigerated. stopper, most of the test needs the stopper
to be removed to obtain the serum or
Contaminated specimen Glucose test drawn in sodium fluoride plasma. Removal can be done using
tubes - stable for 24 hours (room removal devices or robotics but if there is
Insufficient specimen or "Quality Not a need to remove the stopper manually, a
temperature) but stable for up to 48 hours
Sufficient" (QNS) face shield or splash shield should be used
when refrigerated at 2°C to 8°C.
to protect the technician from any risk of
Incorrect collection time
Prothrombin time (PT) - stable for 24 contamination. A gauze or tissue is used
hours and partial thromboplastin time to cover the stopper to catch drops of
Exposure to light
(PTT) should analyzed within 4 hours blood that may leak or to catch aerosol
Did not follow testing time limits from collection. that maybe released during the process.
The tube stoppers should be removed by
Delay or error in processing OSHA-REQUIRED PROTECTIVE pulling it straight up and off the tube.
EQUIPMENT WORN WHEN
PROCESSING SPECIMEN ALIQUOT PREPARATION
An aliquot of specimen refers to a portion
TIME CONSTRAINTS AND When processing specimen in the of a sample specimen taken for chemical
EXCEPTIONS FOR DELIVERY AND laboratory, the health worker is exposed analysis or testing. This is prepared when
PROCESSING OF SPECIMENS  to blood and other potentially infectious multiple tests are ordered on a single
materials. For this reason, health care specimen. The preparation is done by
Delivery time limits institutions should comply with the transferring a portion of the specimen into
appropriate protective equipment required one or more tubes that are labeled with the
The specimen should be transported to the by the Occupational Safety and Health same information as the original specimen
laboratory immediately after collection. Administration (OSHA) which includes tube using a disposable transfer pipettes.
Routine blood specimen is expected to wearing gloves to prevent contact with Do not put specimen with different
reach the laboratory within 45 minutes. blood, laboratory gown, laboratory coats, anticoagulants in the same aliquot tube.
For specimen that needs centrifugation, it and masks. Make sure to cover the tube as soon as it
should be done in 1 hour. However,
is filled.

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