phlebotomy for medical laboratory professionals

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Phlebotomy Ravi Kumudesh MSc/BSc / Dip(MLT)/PG Dip(SMgt) Sri Lanka Society for Medical Laboratory Science slsmls.org

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Phlebotomy

Ravi KumudeshMSc/BSc / Dip(MLT)/PG Dip(SMgt)

Sri Lanka Society for Medical Laboratory Science

slsmls.org

Modern Phlebotomy

• Diagnosis and management of disease

• Remove blood for transfusions

• Therapeutic reasons:– Polycythemia– Hemochromatosis

2

Blood Function:

1. Supplies nutrients to tissues:

O2, hormones, glucose

2. Removes end-products of metabolism:

CO2, urea, creatinine

3. Provides defense mechanism:

WBC, antibodies

4. Prevents blood loss:

platelets, coagulation proteins

3

Blood Composition:

Formed elements (~45%)– RBC– WBC– Platelets

4

Fluid component (~55%)– Water (~92%)– Protein (~7%)– etc

Coagulation:• In vivo

– Blood is fluid– Clot is formed to

protect injured vessel

• In vitro– Spontaneous reaction– Triggered by glass or poor drawing technique

5

Anti-coagulants:• Remove calcium• Neutralize thrombin• Whole blood• Plasma• Serum

6

Blood with anticoagulant:

• Clotting is prevented and irreversible

• Mix:

completely invert 8-10x • Whole blood• Centrifuge plasma• Plasma contains

fibrinogen

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Blood without anticoagulant:

• Spontaneous clotting occurs and is irreversible

• Fibrinogen fibrin strands• Fibrin strands entrap cells • Centrifuge serum• Serum lacks fibrinogen

8

Appearance

• Normal: clear and ‘yellow’

• Abnormal:– Hemolyzed = pink to red (ruptured RBC)– Icteric = dark orange-yellow (bilirubin)– Lipemic = cloudy (fat, triglycerides)

9

Blood Collection Tubes:• Contain a vacuum• Used with

Vacutainer and

Syringe systems• Stoppers universal

color coded: indicates contents

• Have an expiration date

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Tubes containing no anti-coagulant

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Red-top tube:• Glass

– No additive

– Glass surface activates clotting sequence

– Do not mix

– SERUM: use for TDM

• Plastic– Contain additive to activate clotting sequence– Contain inert gel SST– Do invert to mix additive and initiate clotting sequence– SERUM

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Gold or Mottled-red-gray top tube:

• Contain clot activator and gel (SST)

• Invert to mix and initiate clotting sequence

• SERUM

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Royal blue-top tube:

• Trace metal-free

• Iron, copper, zinc

• Label color indicates contents:– Red: no additive = serum

– Purple: EDTA = whole blood or plasma

– Green: heparin = whole blood or plasma

14

Tubes containing anti-coagulant

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Blue-top tube:

• Anticoagulant = sodium citrate

• Binds calcium

• Must be fullBlood:anticoagulant ratio critical

• Must be on ice if not analyzed within 30 minutes

• Coagulation studies16

PLASMA

Whole blood

Green-top tube:• Anticoagulant = heparin

– Three formulations: Lithium heparin

Ammonium heparin

Sodium heparin

• Inhibits thrombin formation

• Must be full and on ice if need pH, ionized Ca

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PLASMA

Whole blood

Green-top tube:

• Most chemistry tests, STAT lab (PST)

Decreases time needed for blood to clot,

Makes turnaround time better

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Purple-top tube:

• Anticoagulant = EDTA

• Binds calcium

• Hematology studies: CBC

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PLASMA

Whole blood

Grey-top tube:

• Anticoagulant = potassium oxalate– Binds calcium– PLASMA, Whole blood

• Antiglycolytic agent = sodium fluoride– Maintains plasma glucose levels

• Limited use: glucose, lactic acid

20

Fibrin-split Products tube

• Light blue top tube with 2 yellow bands on the label

• Contains soya bean thrombin which causes the blood to clot immediately

21

Yellow-top tube:

• ACD = acid citrate dextrose– Paternity testing– DNA

• SPS = sodium polyanethol sulfonate– Used for special blood culture studies– Inhibits certain antibiotics

• Both bind calcium

• PLASMA, Whole blood22

Type and Amount of Specimen:• Dependent upon

– Test

Whole blood: EDTA or heparin?

Plasma: EDTA or heparin?

Serum: trace free? Separator gel interference?

– Amount of sample needed to perform test

– Multiple labs needing the same specimen at the same time

23

Valid Test Results Require:

• Trained personnel– Causes of pre-analytical error– Invalid test results

• Quality control• Quality assurance• Sophisticated

instruments

24

Safety Practices:

For infection to spread:

1. Infectious substance: HBV, HCV, HIV

2. Mode of transmission

3. Susceptible host

25

Modes of Transmission:

• Parenteral: any route other than the digestive tract– Intramuscular– Intravenous– Subcutaneous– Mucosal

• Ingestion

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Non-intact skin: chapped hands, cuts, cuticles

Percutaneous: needles, sharps

Permucosal: mouth, nose, eyes

Safety Practices:

Infection Control: stop the spread of infection

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Safety: Infection Control• Hand washing

– Primary means of preventing spread of infection (especially nosocomial)

– Minimum 15 seconds, soap, friction– Wash hands before and after each blood draw

• PPE– Lab coat– Gloves– Mask

• Standard precautions at all times 28

Equipment:

1. PPE: gloves, lab coat, mask

2. Cleaning agent– Alcohol pads: routine– Povidone iodine: blood culture collection and

blood gases– Soap and water: alcohol testing, allergies

1. Cotton balls, gauze29

Equipment: 4. Bandage, tape (use caution with children)

5. Sharps container: – Discard needles,

lancets– Biohazard marking– Puncture resistant

– NEVER recap, bendbreak needles

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Equipment:

6. Tourniquets:– Slows venous blood flow down– Causes veins to become more prominent– NEVER leave on for >1 minute – AVOID rigorous fist clenching or hand

pumping (potassium, lactic acid, LD)– Latex allergy

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Tying on the Tourniquet:

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Equipment:

7. Needles– NEVER reuse a needle– NEVER use if shield is broken

– NEVER recap, cut, bend or break

– Drop immediately into sharps container after venipuncture

– Size of needle is indicated by gauge:• Larger gauge number indicates smaller needle diameter• 21, 23 gauge needles routinely used for phlebotomy

33

Needles:

34Used with syringe system Used with vacutainer system

Multi-sample Needle:

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Butterfly Needle:

36

Butterfly Needle:• Most often used with

syringe

• Expensive, thus not used for routine draws

• Used for small, fragile veins

• Increased risk of needle stick injury

37

Equipment:

8. Tube holder/

vacutainer adapter

– Threaded– Flanges

38

Equipment:

9. Syringe

10. Black

water proof

pen

39

Labeling Blood Collection Tubes:• Black indelible marker (water proof)

– Never pencil– Legal document– Print legibly

• Required information: 5 items– Patient name– Identification number– Date of draw (mm,dd,yyyy)– Time of draw (military time)– Phlebotomist signature: first initial, last name

40

Vacutainer or Syringe?

• Vacutainer– Most often used– Most economical– Quick– Least risk of accidental needle stick

• Syringe– More control– Reposition easily– Will see ‘flash’ of blood in syringe hub when

vein successfully entered 41

The Patient:

• Approach• Communication• Empathy• Handling special situations• Patient identification

– Arm band

– Legal document

• Prepare patient for blood draw– Latex allergy?

42

Selecting the Site:

• Antecubital area most often accessed

• Hand or wrist• Remember: 2 arms• Use tip of index finger

on non-dominant hand to palpate area to feel for the vein

43

Collection Site Problems:

• Indwelling lines:– Hickman catheters– Heparin locks

• Used to administer medication

• Only nurse may access these lines

• Can obtain blood: called a ‘line draw’

• Must clear line of heparin contamination by discarding first 5-10 cc of blood

44

Inserting the Needle:

• Anchor the vein– Grasp arm with your

non-dominant hand

– Use thumb to pull skin taut

• Smoothly and confidently insert the needle bevel up– 15-30 degree angle

45

46

Fill Tubes:• Use correct order of draw:

– Blood cultures

– Red top

– Blue (baby blue)

– Green– Purple– Grey

47

Be careful not to:

• Push needle further into vein when engaging evacuated tube

• Pull needle out of vein when disengaging tube

• Pull needle out of vein as you pull back on the plunger

• Pull up or press down when needle in vein

• Forget to mix additive tubes 8-10 times

48

Withdraw Needle:

• First release tourniquet

• Disengage tube

• Place cotton directly over needle, without pressing down

• Withdraw needle in swift, smooth motion

• Immediately apply pressure to wound

• Do not bend arm

49

Label Tubes Immediately:

• In sight of patient• Patient name• Identification number• Date of draw• Time of draw

(military time)• Your initials

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Recheck Draw Site:

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Failure to Obtain Blood:

• Check tube position and vacuum– Always have back up tubes near by

• Needle position

• Collapsed vein

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Needle Position:

53

You should try again

• Look at alternate site– Other arm– Hand

• Use clean needle• Use fresh syringe if

contaminated

• Only try twice

54

Poor Collection Techniques:• Venous stasis

– Prolonged application of tourniquet (>1 min)

• Hemodilution– Drawing above IV– Short draw (blood to anticoagulant ratio)

• Hemolysis– Traumatic stick

– Too vigorous mixing

– Alcohol still wet– Using too small of needle– Forcing blood into syringe

55

Poor Collection Techniques:• Clotted sample

– Inadequate mixing– Traumatic stick

• Partially filled tubes– Short draw– Sodium citrate tube draw volume critical

• Using wrong anticoagulant

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Poor Collection Techniques:• Specimen contamination

– Using incorrect cleanser– Alcohol still wet– Powder from gloves– Drawing above IV

• Specimen handling– Exposure to light– Pre-chilled tube– Body temperature

57

Venipuncture Procedure

• Remain calm

• Organize yourself

• Organize your equipment:

STICK TO ELEVEN

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Equipment: Stick to Eleven

• Gloves• Lab coat• Alcohol wipe• Cotton ball• Bandage/tape• Sharps container• Tourniquet

• Needle• Syringe or vacutainer

holder• Collection tubes with

backup tubes• Water-proof marker

59

Venipuncture Procedure:

• Wash hands

• Put on gloves

• Identify patient

• Latex allergy?

• Position arm

• Apply tourniquet

60

Accidental Needle Stick:

• Remain calm• Cleanse wound with alcohol• Wash wound thoroughly• Notify supervisor, instructor• Follow site protocol• Page OUCH hotline: 1-402-888-OUCH

1-402-888-6824• Complete incident report

61

Skin Puncture:

• Method of choice for infants, children under 1 year

• Adults– Scarred – Fragile veins– Hardened veins– Home glucose monitoring (POCT)– Patients with IV

62

Capillary Blood• Mixture of arterial, venous, capillary

blood and fluid from surrounding tissues

• Fluid from surrounding tissues may interfere and/or contaminate the specimen

• Warming skin puncture site increases arterial blood flow to the area

• Reference ranges often differ from venous

63

Skin Puncture Equipment:

1. PPE

2. Cleaning agent– Alcohol pads: routine– Soap and water: alcohol testing,

allergies– DO NOT use providone iodine

1. Cotton balls, gauze

64

Skin Puncture Procedure:1. Wash hands

2. Approaching the patient

3. Patient identification

4. Latex allergy?

5. Bedside manner

6. Site selection7. Cleanse site: DO NOT use providone- idodine

8. Perform puncture: Wipe away first drop of blood

9. Label the specimen 68

Skin Puncture Procedure:• Hold finger between your index finger and thumb

• Puncture the finger using a quick, smooth motion

• Wipe away the first drop of blood

69

Skin Puncture Procedure:• Collect sample

– DO NOT touch collecting device to skin surface– DO NOT scrape collecting device across skin surface– DO NOT scoop blood into collecting device

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Skin Puncture Procedure:• Order of draw is critical: platelets

accumulate at puncture site causing clot formation– Blood smear– EDTA– Heparin

– Serum

• Apply pressure to puncture site• Label specimen in sight of patient (indelible

marker)

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Thank You !

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