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PRINCIPLES OF
MEDICAL LABORATORY SCIENCE PRACTICE 2
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COURSE INTRODUCTION
This course will enable you to understand the basic concepts and techniques in blood extraction that
will always be part of you as a Medical Laboratory Scientist.
The topics and concepts that you will learn this second semester is interrelated to the concepts
learned from the previous semester in the course MLS 112, Principles of Medical Laboratory Science
Practice 1. In this regard, you will be learning the art of extracting blood sample from patients.
Specimen collection, handling, and processing remains one of the primary areas of preanalytical
error. Therefore, careful attention to each phase is necessary to ensure proper subsequent testing
and reporting of meaningful results.
The primary role of a medical laboratory scientist is to aid the physician in the diagnosis and treatment
of diseases. Hence, this course will provide an avenue for you to know the importance of phlebotomy,
and other special techniques to obtain blood sample which is one of the most important steps to
provide accurate results.
With everything said, we pray that you will enjoy what you will learn this semester and will take into
heart the concepts and principles not only until you finish this course but until you become
professionals in the future. A blessed semester to each and every one of you!
Best regards,
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MODULE 5
PRE-ANALYTICAL CONSIDERATIONS IN PHLEBOTOMY
MODULE CONTENTS
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MODULE INTRODUCTION
This module will guide you in understanding the laboratory process, encompassing the pre-analytical,
analytical, and postanalytical phases. Emphasis will be given on the preanalytical phase, wherein
specimen collection happens. You will learn the different variables that may affect the patient’s
specimen and its eventual test results during the preanalytical phase.
MODULE OBJECTIVES
After you are done reading and doing the tasks in this module, you are expected to be able to:
1. Identify problem areas to avoid in site selection, give causes for concern, and describe
procedures to follow when encountering each.
2. Explain how to handle patient complications associated with blood collection.
3. Explain how to avoid or handle procedural error risks, and reasons for failure to draw blood.
4. Discuss appropriate specimen quality.
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MODULE 5
PRE-ANALYTICAL CONSIDERATIONS IN PHLEBOTOMY
Pre-analytical Phase
Class Code: ________ Class No: _______ Name (FN, GN): _________________
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Since each blood collection situation is unique, a phlebotomist must
have, in addition to the technical skills needed to perform a blood draw, the
ability to recognize preanalytical factors and address them to avoid or reduce
any negative impact. This part of the module will address:
Definition of terms:
Reference range: this refers to values which patient results are compared to. Mostly doctors will also
look for previous results of the same patient, if applicable.
Basal state: this refers to the resting metabolic state of the body
Outpatient specimens are
early in the morning after fasting for approximately 12 hours. A
not basal-state specimens
basal state specimen is ideal for establishing reference ranges on
and may have slightly
inpatients because the effects of diet, exercise, and other
different reference ranges
controllable factors on test results are minimized or eliminated.
or normal values.
Basal state is influenced by a number of physiologic patient
variables:
o Age
o Gender
o Conditions of the body that cannot be eliminated
Preanalytical Considerations
I. PHYSIOLOGICAL VARIABLES
A. AGE:
Values for blood components vary considerably depending upon the age of the patient.
Examples:
o RBC and WBC values – normally higher among newborns than in adults
o Kidney functions decrease with age (example of test: creatinine clearance)
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B. ALTITUDE:
Test results for some blood analytes show significant variation at higher elevations
compared with results at sea level.
C. DEHYDRATION:
Dehydration is the decrease in body fluid. Dehydration may happen
with persistent vomiting or diarrhea, which causes hemoconcentration,
a condition in which blood components that cannot easily leave the
bloodstream become concentrated in the smaller plasma volume.
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D. DIET:
Blood analyte composition can be altered by the ingestion of food and drink. As a result,
blood specimens collected soon after a meal or snack are unsuitable for many laboratory
tests. Diet effects on analytes are generally temporary and vary depending upon the
amount and type of food or drink and the length of time between ingestion and specimen
collection. Requiring a patient to fast or follow a special diet eliminates most dietary
influences on testing.
Fasting:
- Strictly no ingestion of food approximately 8-12 hours
overnight. Though drinking of water is allowed for some
fasting patients, patients who were advised not to drink water
(NPO: “nil per os”, meaning nothing by mouth) for another
procedure should be strictly followed.
- This is done overnight after the last evening meal, with specimens collected
the following morning before the patient has eaten
- OVERFASTING:
fasting beyond 12 hours can cause serious health problems, such as
electrolyte imbalance and heart rhythm disturbances, therefore patients
who fasted beyond 12 hours will not be accepted for testing that requires
fasting.
The following are examples of how some analytes can be significantly affected by the
consumption of certain types of food or drink and the excess consumption of some fluids.
The following are mostly related to clinical chemistry tests.
o Ammonia, urea, and uric acid levels may be elevated in patients on high-protein
diets
o Cortisol and Adrenocorticotropic hormone (ACTH) levels have been shown to
increase with the consumption of beverages containing caffeine.
o Glucose (blood sugar) levels increase dramatically with the ingestion of
carbohydrates or sugar-laden substances but return to normal within 2 hours if
the patient has normal glucose metabolism. Eating carbohydrates can also
increase insulin levels.
o Hemoglobin levels can decrease and electrolyte balance can be altered by
drinking excessive amounts of water and other fluids (dilutional effect).
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o
Lipid levels increase with ingestion of Left to right: Lipemic, icteric, and normal
foods such as butter or margarine, specimen
cheese, cream, and some enteral (tube
feeding) preparations. (Lipid is a term
meaning fat-soluble). Lipids do not
dissolve in water and thus high levels of
lipids are visible in serum or plasma,
causing it to appear milky (cloudy white)
or turbid, and the specimen is described
as being lipemic. Lipemia can be present
for up to 12 hours, which is why accurate
testing of triglycerides (a type of lipid)
requires a 12-hour fast. In addition, some
chemistry tests cannot be performed on
lipemic specimens because the
cloudiness interferes with the testing LIPEMIA
procedure. ABNORMALLY INCREASED
o Triglycerides, certain liver enzymes, BLOOD LIPID CONTENT
and other liver function analytes are
increased by chronic consumption or
recent ingestion of large amounts of alcohol, which can also cause hypoglycemia
(low blood sugar).
___________________________________________________________________________
EFFECTS OF LONG-TERM STARVATION:
E. DIURNAL/CIRCADIAN VARIATIONS
The levels of many blood components normally exhibit diurnal (happening daily) or
circadian (having a 24-hr cycle) variations or fluctuations.
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❖ Aldosterone, Bilirubin, Cortisol, Hemoglobin, Insulin, Iron, Potassium,
Testosterone, RBC – peaks in the morning
❖ Blood levels of Eosinophils, Creatinine, Glucose, Growth hormone,
Triglycerides, and Phosphates – normally lowest in the morning
F. DRUG THERAPY
Some drugs alter physiological functions, causing changes in the
concentration of certain blood analytes. The effect may be
desired or an unwanted side effect or sensitivity. Consequently,
it is not uncommon for physicians to monitor levels of specific
analytes while a patient is receiving drug therapy.
NOTE:
Drugs can also interfere with the actual test procedure, causing false increases or
decreases in test results.
1. A drug may compete with the test reagents for the substance being tested,
causing a falsely low or false-negative result.
2. The drug may enhance reaction, causing a falsely high or false-positive result.
Examples of drugs that can alter physiologic function and the analytes they
affect:
G. EXERCISE
Exercise affects a number of blood components, raising levels of some and lowering
levels of others. Effects vary, depending on the patient’s physical condition and the duration
and intensity of the activity. However, moderate to strenuous exercise appears to have the
greatest effect. Levels typically return to normal soon after the activity is stopped.
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Examples of the effects of exercise on a number of blood components:
Increased Decreased
* Glucose * Arterial pH
* Creatinine Due to moderate
* Carbon dioxide
* Insulin muscular activity
* Lactic acid * Platelets may falsely
* Total protein decrease due platelet
-------------------------------------------------------------------- clumping when evaluated after
* Potassium – released from cells, increasing levels running/vigorous activity
in the plasma
NOTE: generally returns to normal after
several minutes of rest
--------------------------------------------------------------------
* Creatine kinase (CK) & Lactate dehydrogenase
(LDH) – remains elevated for 24 hours or more
--------------------------------------------------------------------
* Cholesterol – can remain elevated for up to 1 hour
after the exercise has stopped
H. FEVER
Fever affects the levels of a number of hormones. Fever-induced hypoglycemia increases
insulin levels, followed by a rise in glucagon levels. Fever also increases cortisol and may
disrupt its normal diurnal variation.
I. GENDER
A patient’s gender affects the concentration of a number of blood components. Most
differences are apparent only after sexual maturity and are reflected in separate values
for males and females.
Examples:
RBC, hemoglobin and hematocrit values – higher among males than in females
J. INTRAMUSCULAR INJECTION
A recent intramuscular injection can increase levels of creatine kinase (CK) and the
skeletal muscle fraction of LDH. Consequently, it is recommended that CK and LDH levels
be drawn before intramuscular injection or at least 1 hour after injection. Muscular trauma
from injuries or surgery can also increase CK levels.
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K. JAUNDICE
Jaundice (icterus), is a condition characterized by increased
bilirubin (a product of the breakdown of RBC) in the blood, leading
to deposits of yellow bile pigment in the skin, mucous membrane
and sclera, giving the patient a yellow appearance.
The term icteric means relating to or marked by jaundice and is
used to describe serum, plasma, or urine specimens that have an
abnormal deep yellow to yellow-brown color due to high bilirubin
levels.
L. POSITION
Body position before and during blood collection can influence specimen composition.
o From supine (lying down on the back to an upright sitting or standing position
causes blood fluids to filter into the tissues, decreasing plasma volume in an adult up to
10%. Only protein-free fluids can pass through the capillaries; consequently, the blood
concentration of components that are protein in nature or bound to protein increases.
Examples of protein-bound components and components that are protein in nature that
may increase:
- Aldosterone:
Prior to collection, the patient is then required to be recumbent (lying down)
for at least 30 minutes to avoid false increase of results.
- Calcium
- Iron
- Cholesterol and HDL (15% variation)
o Standing position
- RBC count may increase approximately 15 minutes in a standing position.
- Potassium ion levels significantly increase within 30 minutes of standing
WHY? Because of the release of intracellular potassium from muscle.
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M. PREGNANCY
Pregnancy causes physiologic changes in many body systems.
Example:
During pregnancy, body fluids normally increase, and may have a diluting effect on
the RBCs, leading to lower RBC count.
N. SMOKING
Smoking may also affect a number of blood components. The extent of
these effects depends upon the number of cigarettes smoked.
Examples:
o Patients who smoke prior to specimen collection may increase:
- Cholesterol - Growth hormone
- Cortisol - Triglycerides
- Glucose - WBC count
o Chronic smoking increases:
- RBC count
- Hemoglobin levels
o Generally, smoking can:
- Decrease immunoglobulins IgA, IgG, IgM
- Increase immunoglobulin IgE
O. STRESS
Emotional stress such as anxiety, fear, or trauma can cause transient (short-lived)
elevations in WBCs.
Examples:
o Crying infants
- Increased WBC count may be observed
- What to do?
CBC or WBC specimens on an infant are ideally obtained after the infant
has been sleeping or resting quietly for at least 30 minutes.
- NOTE: if the specimen was collected while the infant was crying, it should be
marked or noted on the report.
Increased Decreased
ACTH Iron
Catecholamines
Cortisol
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P. TEMPERATURE and HUMIDITY
This factor may influence the composition of body fluids.
Acute heat exposure causes interstitial fluid to move into the blood vessels, increasing
plasma volume and influencing its composition. Extensive sweating without fluid
replacement, on the other hand can cause hemoconcentration. Environmental factors
associated with geographic location are accounted for when reference values are
established.
NOTE:
If you have no choice but to draw in an area with a tattoo, try to
insert the needle in a spot that does not contain dye.
B. DAMAGED VEINS
Some patients’ veins feel hard and cord-like and lack resiliency because they are
occluded or obstructed. These veins may be sclerosed (hardened) or thrombosed
(clotted) from the effects of inflammation, disease, or chemotherapy drugs.
Patient’s with possible damaged veins:
1. regular blood donors
2. persons with chronic illnesses (cancer)
3. illegal IV drug users
NOTE:
Choose another site if possible; otherwise draw below damaged veins.
C. EDEMA
Edema is swelling caused by the abnormal
accumulation of fluid in the tissues. It sometimes results
when fluid from IV infiltrates the surrounding tissues.
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Reasons why specimens collected from edematous areas are avoided:
1. May yield inaccurate test results owing to contamination with tissue fluid or
altered blood composition caused by the swelling.
2. Veins are harder to locate and are often fragile and easily injured by
tourniquet and antiseptic application
3. Healing may be prolonged in these areas
D. HEMATOMA
A hematoma is a swelling or mass of blood
(often clotted) that can be caused by blood
leaking from a blood vessel during or following
venipuncture. A large bruise eventually spreads
over the surrounding area.
E. OBESITY
Obese patients often present challenge to the phlebotomist. Veins on obese patients may be
deep and difficult to find. Proper tourniquet selection and
application is the first step to a successful venipuncture.
A blood pressure cuff may be used to support the location
of the vein making it more prominent.
Things to remember:
o Check antecubital area first. These patients usually
have a palpable median cubital vein.
o If no vein is easily visible of palpable, you may ask
the patient what sites have been successful for past
blood draws.
o Next option if the patient has never had blood drawn
before or does not remember, check the cephalic
vein. To locate the cephalic vein, rotate the patient’s
arm so that the hand is prone. In this position, the
weight of excess tissue often pulls downward, making
the cephalic vein easier to fell and penetrate with a
needle.
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F. MASTECTOMY
Blood should never be drawn from an arm on the same side as a mastectomy (surgical
breast removal) without first consulting the patient’s physician. Lymph node removal,
which is typically part of the procedure, causes lymphostasis (obstruction or stoppage of
normal lymph flow). Impaired lymph flow makes the arm susceptible to swelling, called,
lymphedema, and to infection.
A. ARTERIAL LINE
An arterial line (A-line or Art-line) is a catheter that is placed in an artery. It is most
commonly placed in a radial artery and is typically used to provide accurate and
continuous measurement of a patient’s blood pressure. It may also be used to collect
blood gas and other blood specimens and for the administration of drugs such as
dopamine.
Things to remember:
1. Only specially trained personnel should access arterial lines.
2. Never apply a tourniquet or perform venipuncture on an arm with an arterial line.
Things to remember:
1. Never apply blood pressure cuff or tourniquet on the site.
2. Never perform venipuncture on an arm with these devices.
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D. INTRAVENOUS (IV) SITES
Intravenous means “of, pertaining to, or within a vein.” An intravenous line, referred to
simply as an IV, is a catheter inserted in a vein to administer fluids.
Things to remember:
1. It is preferred that blood specimens not be drawn from an arm with an IV, as they
can be contaminated or diluted with the IV fluid (especially if drawn above the IV
line.
2. The arm without the IV line will be the first preference for blood collection.
3. If both arms have an IV line, it is preferred that the specimen be collected by
capillary puncture. If a large volume of blood is needed with multiple tests are
requested, choose other sites for venipuncture such as the veins on the foot and
ankle.
4. You can also consider collecting blood below the IV but with certain protocols to
observe before extraction. (See table below)
1. Ask the patient’s nurse to turn off the IV A phlebotomist is not qualified to make IV
for at least 2 minutes prior to collection adjustments. Turning off the IV for 2 minutes
allows IV fluids to dissipate from the area.
3. Select a venipuncture site distal to the IV Venous blood flows up the arm toward the heart.
Drawing blood below an IV affords the best
chance of obtaining blood that is free of IV fluid
contamination.
5. Ask the nurse to restart the IV after the IV flow rates must be precise, and starting or
specimen has been collected. adjusting them is not part of a phlebotomist’s
scope of practice.
6. Document that the specimen was This aids laboratory personnel and the patient’s
collected below an IV, indicate the type physician in the event that test results are
of fluid in the IV, and identify which arms questioned.
was used.
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E. PREVIOUSLY ACTIVE IV SITES
Previously active IV sites present a potential source of error in testing. Blood specimens
should not be collected from a known previous IV site within 24 to 48 hours of the time
the IV was discontinued. Also, follow the facility protocol.
TYPE Description
o Central venous Is a line inserted into a large vein such as the subclavian and
Catheter (CVC) advanced into the superior vena cava, proximal to the right
Also called central atrium.
venous line The exit end is surgically tunneled under the ski to a site
several inches away in the chest. One or more short lengths
of capped tubing protrude from the exit site, which is
normally covered with a transparent dressing
o Implanted port A small chamber attached to an indwelling line that is
surgically implanted under the skin and most commonly
located in the upper chest or arm. The device is located by
palpating the skin and accessed by inserting a special
needle through the skin into the self-sealing septum (wall) of
the chamber.
The site is not normally covered with a bandage when not in
use.
o Peripherally Inserted A line inserted into the peripheral venous system (veins of
central catheter the extremities) and threaded into the central venous
(PICC) system.
It does not require surgical insertion and is typically placed
in an antecubital vein just above or below the antecubital
fossa
Things to remember:
1. To help ensure that the specimen is not contaminated with the flush solution
(usually heparin or saline is used to reduce risk of thrombosis), a small amount of
blood must be drawn from the line and discarded before a blood specimen can be
collected. The amount of blood discarded depends upon the dead-space volume
of the line. Two times the dead space volume is discarded for noncoagulation tests
and six times (normally about 5 mL) is generally recommended for coagulation
tests.
2. It is preferred that specimens for coagulation tests not be drawn from CVADs.
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CAUTION: Only specially trained personnel should access CVADs to draw blood.
However, the phlebotomist may assist by transferring the specimen to the appropriate
tubes.
Source: Taylor CR, Lillis C, et al. Fundamentals of Nursing: The Art and Science of Nursing Care, 6th ed. Philadelphia:
Lippincott Williams & Wilkins, 2008.
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IV. PATIENT COMPLICATIONS AND CONDITIONS
A. ALLERGIES TO EQUIPMENT AND SUPPLIES
Occasionally patients are encountered who are allergic to one or more of the supplies or
equipment used in blood collection.
Examples:
o Adhesive Allergy – some are allergic to the glue used in adhesive bandages.
What to do?
✓ One solution is to place a clean, folded gauze over the site and wrap
with self-adherent bandaging material such as Coban.
✓ Wrap the bandage not too tightly, and the patient should be instructed
to remove it in 15 minutes.
✓ Instruct the patient to hold pressure for 5 minutes in lieu of applying a
bandage.
o Antiseptic Allergy – some may also be allergic to the Antiseptic used in skin
preparation prior to blood collection.
Example: Povidone-iodine
What to do?
✓ Use alternate antiseptic available in the lab
B. EXCESSIVE BLEEDING
Normally, a patient will stop bleeding from the venipuncture site within a few minutes.
Some patients, particularly those on aspirin or anticoagulant therapy, may take longer to
stop bleeding.
What to do?
✓ Apply pressure onto puncture site until the bleeding stops
✓ Appropriate personnel should be notified immediately if the bleeding continues
after 5 minutes.
Never apply pressure bandage instead of maintaining pressure, and do not leave or dismiss a
patient until bleeding has stopped or the appropriate personnel have taken charge of the
situation.
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C. FAINTING
Fainting or “syncope”, is described as a loss of consciousness and postural tone resulting
from insufficient blood flow to the brain. It can last for as little as a few seconds or as long
as half an hour.
Any patient has the potential to faint before, during, or immediately following
venipuncture. Some patients become a faint at just the thought or sight of their blood
being drawn, especially if they are ill or have been fasting for an extended period.
What to do?
1. Ask the patient if he or she has a history of fainting experiences during
venipuncture. Patients who feel faint just before or even after venipuncture should be
asked to lie down until recovered. In-patients who typically are already lying down,
rarely faint during blood draws. Outpatients are more likely to faint because they are
usually sitting up during venipuncture.
2. During the blood collection process, the personnel should routinely ask the patient
how he is doing or feeling.
3. Watch for signs of fainting, and be prepared to protect them from falling.
Signs:
o Paleness
o Perspiration
o Hyperventilation
o Vertigo (ask the patient if he is experiencing a sensation of spinning)
o Dizziness
o Light-headedness
o Nausea
NOTE:
Fainting can occur without any warning, so never turn your back on a patient.
Use of ammonia inhalants to revive patients can have unwanted side effects such
as respiratory distress in asthmatic individuals and is not recommended.
When a patient who regains consciousness after fainting, instruct her to remain in
the area at least for 15 minutes. He should be instructed not to operate a vehicle at
least 30 minutes.
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PROCEDURE: Steps to Follow if a Patient Starts to Faint During Venipuncture
Purpose: To properly handle a patient who feels faint or shows symptoms of fainting during a blood
draw
Equipment: Cold compress such as wash cloth dipped in cold water
STEP Explanation/Rationale
1. Release the tourniquet and remove and Discontinuing the draw and discarding the
discard the needle as quickly as possible needle protects the phlebotomist and patient
from injury should the patient faint.
2. Apply pressure to the site while having Pressure must be applied to prevent bleeding of
the patient lower the head and breathe bruising. Lowering the head and breathing
deeply deeply helps get oxygenated blood to the brain.
3. Talk to the patient Divert patient’s attention, helps keep the patient
alert, and aids in assessing the patient’s
responsiveness.
5. Ask permission and explain what you are Avoids misinterpretation of actions that are
doing if it is necessary to loosen a tight standard protocol to hasten recovery.
collar or tie
7. Have someone stay with the patient until Prevents patient from getting up too soon and
recovery is complete. possibly causing self-injury.
8. Call first aid personnel if the patient does Emergency medicine is not in the phlebotomist’s
not respond scope of practice.
9. Document the incident according to Legal issues could arise, and further
facility protocol documentation is essential at that time.
What to do?
✓ Do not attempt to draw blood until the experience subsides.
✓ Discontinue the procedure if a blood draw is in progress.
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E. PAIN
A small amount of pain is normally associated
with routine venipuncture and capillary PROBING
puncture. Putting patients at ease before blood ➢ excessive, deep, blind, or lateral
collection helps them relax, and can make the redirection of the needle in the
procedure less painful. Warning the patient puncture site
prior to needle insertion helps avoid a startle ➢ painful and can cause injury to
reflex. A stinging sensation can be avoided by arteries, nerves, and other tissues
allowing the alcohol to dry completely prior to
needle insertion.
What to do?
✓ Application of an ice pack to the site after needle removal may help prevent or reduce
inflammation associated with nerve involvement.
F. PETECHIAE
Petechia are tiny, non-raised, red spots that appear on
the patient’s skin when a tourniquet is applied. The spots
are minute drops of blood that escapes the capillaries
and come to the surface of the skin below the tourniquet,
most commonly as a result of capillary wall defects or
platelet abnormalities.
NOTE:
• These spots are not an indication that the
phlebotomist has used incorrect procedure
• Presence of these may indicate that the venipuncture
site may bleed excessively.
G. SEIZURES/CONVULSION
Seizures have been known to occur during venipuncture, although there is no evidence that
they can be caused by venipuncture.
What to do?
✓ Discontinue the draw immediately if this happens during venipuncture procedure.
Then hold pressure over the site without overly restricting the patient’s movement.
✓ Do not attempt to put anything into the patient’s mouth
✓ Protect the patient from self-injury without completely restricting movement of the
extremities
✓ Notify the appropriate first-aid personnel. Document.
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V. PROCEDURAL ERRORS
A. HEMATOMA FORMATION
This is the most common complication of venipuncture. It is caused by blood leaking into
the tissues during or following venipuncture and is identified by rapid swelling at or near
the venipuncture site. Hematomas are painful and often result in unsightly bruising. I can
also cause compression injuries to nerves and lead to lawsuits.
What to do?
✓ Phlebotomist should discontinue the draw immediately and hold
pressure over the site for a minimum of
2 minutes, if a hematoma forms during
blood collection. Ice applied in the first 24 hours helps
manage the swelling and discomfort.
✓ The patient should be offered a cold After 24 hours, application of heat or
compress or ice pack to relieve pain warm, moist compress can
encourage the resorption of
and reduce swelling especially when
accumulated blood.
hematoma is large and causes swelling
and discomfort.
B. IATROGENIC ANEMIA
Iatrogenic is an adjective used to describe an adverse condition brought on by the effects
of treatment. Blood loss as a result of blood removed for testing is called iatrogenic blood
loss. Removing blood on a regular basis or in large quantities can lead to iatrogenic
anemia in some patients, especially infants.
Blood loss to a point where life cannot be sustained is called exsanguination. Life is
threatened if more than 10% of a patient’s blood volume is removed at one time or over
a short period of time.
What to do?
• Coordination with physicians to minimize the number of draws per patient,
following quality assurance procedures to minimize redraws, collecting minimum
required specimen volumes, especially from infants, and keeping a log of draws
can help reduce iatrogenic blood loss.
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C. INADVERTENT ARTERIAL PUNCTURE
Inadvertent arterial puncture is rare when proper venipuncture procedures are followed.
It is most often associated with deep or blind probing, especially in the area of the basilic
vein, which is in close proximity to the brachial artery. If an inadvertent arterial puncture
goes undetected, leakage and accumulation of blood in the area can result in
compression injury to a nearby nerve. Such injuries are often permanent.
What to do?
✓ If arterial puncture is suspected, terminate the venipuncture immediately
and apply direct forceful pressure to the site for at least 5 minutes and until
bleeding stops.
D. INFECTION
Although a rare occurrence, infection at the site following venipuncture does happen. The
risk of infection can be minimized by the use of proper aseptic technique, which includes
the following:
• Do not open adhesive tape or bandages ahead of time or temporarily tape them to
your lab coat cuffs or other contaminated objects.
• Do not preload needles onto tube holders to have a supply for many draws ready
ahead of time. The sterility of the needle is breached once the seal is broken.
• Before or during needle insertion, do not touch the site with your finger, gauze, or
any other nonsterile object after it has been cleaned.
• Try to minimize the time between removing the needle cap and performing the
venipuncture.
• Remind the patient to keep the bandage on for at least 15 minutes after specimen
collection.
E. NERVE INJURY
A main nerve that is possibly injured during venipuncture is the median cutaneous nerve.
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Signs of Possible Nerve Injury
F. REFLUX OF ADDITIVE
In rare instances, it is possible for blood to reflux (flow back) into the patient’s vein from
the collection tube during the venipuncture procedure. Some patients have had adverse
reactions to tube additives, particularly EDTA, that were attributed to reflux. Reflux can
occur when the contents of the collection tube are in contact with the needle while the
specimen is being drawn.
G. VEIN DAMAGE
Properly performed, an occasional venipuncture will not impair the patency of a patient’s
vein. Numerous venipunctures in the same area over an extended period of time,
however, will eventually cause a buildup of scar tissue and increase the difficulty of
performing subsequent venipunctures. Blind probing and improper technique when
redirecting the needle can also damage veins and impair patency.
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VI. SPECIMEN QUALITY ISSUES
The quality of a blood specimen can be compromised by improper collection techniques.
A poor-quality specimen will generally yield poor-quality results, which can affect the
patient’s care. Because it is not always apparent to the phlebotomist or testing personnel
when the quality of a specimen has been compromised, it is very important for the
phlebotomist to be aware of the following pitfalls of collection.
A. HEMOCONCENTRATION
Tourniquet application causes localized venous stasis, or stagnation of the normal venous
blood flow. (A similar term for this is venostasis, the trapping of blood in an extremity by
compression of veins.) In response, some of the plasma and filterable components of the
blood pass through the capillary walls into the tissues. This results in hemoconcentration,
a decrease in the fluid content of the blood with a subsequent increase in nonfilterable
large molecule or protein-based blood components.
Changes that occur within 1 minutes of tourniquet application are slight; however
prolonged tourniquet application can lead to marked changes.
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B. HEMOLYSIS Left to right: normal serum, slight
Hemolysis results when RBCs are damaged or hemolysis, grossly hemolyzed
destroyed and the hemoglobin they contain specimen
escapes into the fluid portion of the specimen.
Hemolyzed specimens can result from patient conditions such as hemolytic anemia, liver disease,
or a transfusion reaction, but they are more commonly the result of procedural errors in
specimen collection or handling that damages the RBCs.
Examples:
Hemolysis can erroneously elevate:
- Ammonia - Iron
- Catecholamines - Magnesium
- Phosphate - Potassium
- Creatine kinase
Hemolysis can erroneously decrease:
- RBC count
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C. PARTIALLY FILLED TUBES
Evacuated tube system tubes should be filled until the
normal amount of vacuum is exhausted. Failing to do
so results in a partially filled tube, referred to as a short
draw. Short-draw serum tubes such as red tops and
SSTs are generally acceptable for testing as long as the
specimen is not hemolyzed and there is sufficient
specimen to perform the test. Underfilled anticoagulant
tubes and most other additive tubes, however, may not
contain the blood-to-additive ratio for which the tube
was designed.
• Underfilled coagulation tubes in light blue top tubes do not have the correct blood-to-
additive ratio
- Will produce erroneous results.
Never pour two partially filled additive tubes together to fill one tube, as
this will also affect the blood-to-additive ratio.
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D. SPECIMEN CONTAMINATION
Specimen contamination is typically inadvertent and generally the result of improper
technique or carelessness, such as:
• Allowing, alcohol, fingerprints, glove powder, baby powder, or urine from wet diapers to
contaminate newborn screening forms or specimens, leading to specimen rejection.
• Getting glove powder on blood films (slides) or in capillary specimens, resulting in
misinterpretation of results. Calcium-containing powders can affect calcium results.
• Unwittingly dripping perspiration into capillary specimens during collection or any
specimen during processing or testing. The salt in sweat, for example, can affect sodium
and chloride levels.
• Using the correct antiseptic but not following proper procedure. For example, improperly
cleaning blood-culture bottle tops or the collection site, touching the site after it has been
prepped (cleaned), or inserting the needle before the antiseptic on the arm or bottle tops
is dry. (Traces of the antiseptic in the culture medium can inhibit the growth of bacteria
and cause false-negative results.) Performing capillary puncture before the alcohol is
dry can cause hemolysis of the specimen and lead to inaccurate results or rejection of
the specimen by the lab.
• Using the wrong antiseptic to clean the site prior to specimen collection. For example,
using alcohol to clean the site can contaminate an ethanol (blood alcohol) specimen.
• Using povidone–iodine (e.g., Betadine) to clean a skin puncture site can contaminate
the specimen and cause erroneously high levels of uric acid, phosphate, and potassium.
Additives in expired tubes may not work properly. For example, expired anticoagulant may
allow the formation of microclots. Expiration dates of tubes must be checked routinely and
expired tubes discarded.
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Analytical and Postanalytical
. Considerations
After the scrutinizing the pre-analytical variables of the laboratory process, we must take into
account that caution should also be employed during the testing of the specimen (analytical phase)
and even after the test is done (post-analytical phase). The variables in these phases may equally
affect the results of the laboratory tests.
Laboratory Workflow
ANALYTICAL CONSIDERATIONS
Variables in the testing process are best controlled by strictly following the procedure and
manufacturer’s instructions, consistently using all available control and performing all required
instrument calibration. It is prudent to note that there may be different analytic considerations for each
test done in the laboratory.
POST-ANALYTICAL CONSIDERATIONS
Reporting of test results to the appropriate healthcare providers in an efficient and accurate
manner is essential to quality patient care. Reporting may be handwritten or instrument printouts and
delivered, telephoned, or electronically transmitted to the requesting department in a hospital setting.
Laboratory results must be present in the patient’s records. With this in mind, what do you think is a
common error in the post-analytical phase?
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CROSSWORD PUZZLE
Fill in the crossword puzzle with the words missing from the sentences below. Match the number of the sentence
to the boxes placed across or down the grid. If filled out correctly, the words will fit neatly into the puzzle. (35
points)
1 2 3 4 5 6
7 8
10 11
12
13
14 15 16
17 18 19
20
21
22
23 24 25
26 27 28
29 30 31
32
33
ACROSS DOWN
1. Result of damaged RBCs 1. Result of decreased plasma volume
4. Another name for indwelling line (abbrev.) 2. Extreme chubbiness
7. Possible result of mastectomy 3. Peaks at predawn hours
9. Medical term for fainting 5. Cephalic or basilic
10. Having a 24-hour cycle 6. Pertaining to increased bilirubin
12. Describes blood loss due to testing 8. Disease caused by HIV
13. Line inserted into a large vein (abbrev.) 11. Arterial line (abbrev.)
14. Surgical connection of an artery and a vein 15. Most common phlebotomy complication
16. Excess tissue fluid 16. Causes turbid serum
17. Describes a clotted vein 18. Stagnation of fluid
20. Increased temperature 19. Relating to a vein
21. Resting metabolic state 22. To search for a vein
23. Intravenous line (abbrev.) 25. Can cause an allergic reaction
24. Fusion of an artery and a vein 27. Can be the result of nausea
26. Arteriovenous (abbrev.) 31. Value can change 50% from AM to PM
28. Trauma-related complication, particularly severe blood loss
29. Usually precedes vomiting
30. Preferred ________ is “fasting”
32. Mission to develop best practices in lab testing (abbrev.)
33. Distinct buzzing VAD sensation
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REFERENCES
› Burtis, C. and Bruns, D. 2014. Tietz Fundamentals of Clinical Chemistry and Molecular
Diagnostics. 7th Edition.
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