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Page 1: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Fundamentals of Phlebotomy

May 2012

Page 2: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Historical Origins: Superstition

Phlebotomy Today: Diagnostic tool

CP1154634-9

Page 3: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Potential Exposure from

Needle Stick Injuries

CP1154634-9

• 1 in 6 - Hepatitis B

• 1 in 20 - Hepatitis C

• 1 in 300 - HIV

Page 4: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Tracking at Mayo Clinic Rochester 1983-1996

1985 1-handed recapping blocks

1987 Disposal of evacuated holders

1988 CDC Universal Precautions

1989 CDC HIV and Hepatitis B prevention guidelines

1991 OSHA occupational exposure to bloodborne pathogens final rule

Decline from 1.5 Exposures/10,000 to 0.2 Exposures/10,000

CP1154634-27

Page 5: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Tracking at Mayo Clinic Rochester (cont) 1983-1996

1992 Resheathing needles and retractable lancets

1992 Biohazard container improvement initiative

1994 “Clean” needle stick removed from database

1995 Discontinued changing needles for blood cultures

Decline from 1.5 Exposures/10,000 to 0.2 Exposures/10,000

CP1154634-28

Page 6: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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0.2

0.2

0.2

0.4

0.5

0.8

0.5

0.6

0.7

1

1.3

1.5

1.31.3

0 0.5 1 1.5 2

1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996

Tracking at Mayo Clinic Rochester 1983-1996

Frequency Rate per 10,000 punctures CP1154634-29

Page 7: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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2010 Blood/Body-Fluid Exposures

• 592 Needlestick and Blood/Body-Fluid Exposures occurred to Mayo staff during 2010 (161 “hollow core punctures” – or needles)

Page 8: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Order Entry, Phlebotomy Supplies and

Safety

Page 9: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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New Device / Equipment Evaluation

Device / Equipment Name_________________ Evaluation Site_______________Date of Evaluation_____________

Rating Scale Strongly Agree (please circle)- Strongly Disagree Is the Device Safe? 5 4 3 2 1 User Friendly? 5 4 3 2 1 Easily Adapted to the Work Environment? 5 4 3 2 1 Better than existing device? 5 4 3 2 1 Comments

Page 10: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Szabo J: MLO 33(3):18, 2001

Research from Center for Disease Control (CDC)

“Research from CDC … indicates that selecting safer medical devices could prevent 62-88% of sharps injuries in the hospital setting…”

CP1154634-17

Page 11: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Orders for Collection & Preparing the Accession Order

• Ordering the collection

•Physician

•Designated healthcare professional

• Preparing the order for collection

•The phlebotomist

Page 12: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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CP1154634-12

Phlebotomy Safety: Hand Cleansing

• Soap & Water

• Waterless Hand Sanitizer

Page 13: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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•Studies indicate that 5-17% of healthcare workers show latex sensitivity, compared to 1-6% of the general population

•Exposure can be reduced by switching to lower allergen products, or by using non-latex substitutes

Safety: Latex Allergy

CP1154634-41

Page 14: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Page 15: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Needles

Page 16: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Evacuated / Syringe / Winged Infusion

Page 17: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Skin Preparations

• 70% Isopropyl Alcohol

• Tincture of Iodine

Page 18: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Gauze and Pad & Gauze Roll

Page 19: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Capillary Collection Devices

Page 20: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Capillary Collection

Page 21: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Phlebotomy Supplies: Needle Gauge*

* Determined by the size & condition of the vein

Page 22: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Considerations Prior to the Collection

• Thorough patient history

• Patient condition

• Time of collection

• Basal state

• Fasting

• Age

• Gender

• Diurnal or daily variations

Page 23: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Additional Considerations

• Age

• Growth

• Development

• Safety Considerations

• Communication

Page 24: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Physical Conditions of a Patient Affecting Blood Collections

• Stress

• Dehydration

• Strenuous exercise

• Pregnancy

• Smoking habits

• Weight, age and other factors

Page 25: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Mayo Clinic Patient Identifiers

• Patient must state and spell their first and last name

• Patient must state their date of birth

Page 26: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Patient Identification

1 2

3 4

3

3

Page 27: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Additional Variables to Patient Identification

• Language or cultural barriers

• Pediatric patients

• Unidentified patients

• Unconscious patients

• Dementia, Intubated patients and other possibilities

Page 28: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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NOTE:

• It is the responsibility of the phlebotomist to perform PATIENT IDENTIFICATION with each and every patient interaction regardless of how many times in a work shift the phlebotomist may see the same patient for additional collections.

Page 29: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Patient Identification, Arm Anatomy,

& Collection Materials

Page 30: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Approach & Identify the Patient

• Identifying yourself

• Observe surroundings

• Considerations

• Patient to spell first & last name

• Patient to give date of birth

• Tech code or initial all collection labels

Page 31: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Vein Assessment

• Site selection process and anatomical structure.

Page 32: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Arm Anatomy: Preferred Sites/Veins

Median Cubital Vein

Basilic Vein

Cephalic Vein

Page 33: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Three Phlebotomy Methods

• Evacuated

• Syringe

• Winged Infusion (Butterfly)

Page 34: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Joint Commission Recommended Guideline

for Age Groups

• Infant and toddlers: 0 to 3 years

• Young children: 4 to 6 years

• Older children: 7 to 12 years

• Adolescence: 13 to 20 years

• Young adults: 21 to 39 years

• Middle adults: 40 to 64 years

• Adults: 65+ years

Page 35: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Site Selection Process: Considerations

• Burn and/or Scars

• Skin Integrity

• Edema

• Hematoma

• Mastectomy

Page 36: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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The Venipuncture Procedure

Page 37: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Evacuated Tubes

• Color Codes

• Anticoagulated Tubes

• Citrate – light blue

• Heparin - green

• EDTA – Purple, pink, or lavender

• Oxalate/Fluoride (antiglycolytic) - gray

• Serum tubes

• Gel Separator - gold or red/black

• Non- gel separator - red

Page 38: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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CLSI (NCCLS) H3-A5 Order of Draw

• Culture tubes (not illustrated)

• Coagulation tubes

• Serum tubes • with or without clot activator

• with or without gel

• Heparin tubes • with or without gel

• EDTA tubes

• Oxalate/fluoride tubes

Page 39: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Mayo Clinic Order of Draw

• Serum Gel Separator

• Serum (Red)

• Anticoagulant Tubes

• Citrate

• Heparin

• EDTA

• Oxalate/Fluoride

Page 40: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Evacuated Tube Considerations

• Mixing* by gentle inversion

• Fill volumes of the of tubes

* Follow manufacture's guidelines for the number of inversions

Page 41: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Patient and Sample Identification

• The consequences of an incorrectly labeled tube are the same as an incorrectly identified patient.

Page 42: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Tips for Phlebotomists

• Remain calm, professional and polite

• Place no blame

• Look at all possible sites for second collection

• Apply heat

• Consider reduced amounts

• Consult a more experienced phlebotomist

Page 43: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Specimen Transport

Page 44: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Specimen Processing

Page 45: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Hematoma forming

Page 46: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Conditions That Cause a Hematoma

• Needle placement

• Failure to remove the tourniquet before removing the needle

• Not applying adequate pressure on the site after the needle is removed

Page 47: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Needle Placement Conditions

That Cause a Hematoma

• Accessing the vein too slowly

• Needle is too deep and has gone completely through the vein

Page 48: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Ways to Prevent a Hematoma

• Penetrate only the upper most vein wall

• Remove the tourniquet before removing the needle

• Use major veins, not superficial veins

• Apply gentle pressure to the site with gauze after needle removal and while bandaging

Page 49: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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1- Hemolyzed

2-“Normal”

3- Icteric

4- Lipemic

1 2 3 4

Page 50: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Acute Hemolysis

Elliott K, et al. Transfusion 43:297, 2003

Page 51: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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Common Complications of Phlebotomy

• Fainting

• Nausea

WHAT TO DO?

• Safety of the patient is the first concern

• Immediately stop procedure

• Do not leave patient unattended

• Call for assistance if needed

Page 52: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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The Venipuncture Process: Evacuated Method

• Patient Identification

• Tourniquet application

• Site selection & cleansing

• Phlebotomy collection

• Removal of the tourniquet

• Remove needle and apply pressure

• Wrap and secure site

• Label tubes

Page 53: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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The Venipuncture Process: Winged Infusion with a Syringe

• Patient Identification

• Tourniquet application

• Site selection & cleansing

• Phlebotomy collection

• Removal of the tourniquet

• Remove needle and apply pressure

• Wrap and secure site

• Dispense blood

• Label tubes

Page 54: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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The Venipuncture Process: Syringe Method

• Patient Identification

• Tourniquet application

• Site selection & cleansing

• Phlebotomy collection

• Removal of the tourniquet

• Remove needle and apply pressure

• Wrap and secure site

• Dispense blood

• Label tubes

Page 55: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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The Venipuncture Process: Winged Infusion /Evacuated Method

• Patient Identification

• Tourniquet application

• Site selection & cleansing

• Phlebotomy collection

• Removal of the tourniquet

• Remove needle and apply pressure

• Wrap and secure site

• Label tubes

Page 56: Fundamentals of Phlebotomy...5 Tracking at Mayo Clinic Rochester (cont) 1983-1996 1992 Resheathing needles and retractable lancets 1992 Biohazard container improvement initiative 1994

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References

Accuracy in Patient and Sample Identification. GP33-P. (2009). CLSI. 29(13)

Dale, J. C., Hermansen, J., McConnell, Nielsen, J. (1998). Accidental needlesticks in the phlebotomy service of the department of laboratory medicine and pathology at Mayo Clinic Rochester. COMMUNIQUÉ – A Mayo Medical Laboratories Publication. 23(5).

Dale, J. C., Pruett, S. K., and Maker, M. D. (1998). Accidental needlesticks in the phlebotomy service of the department of laboratory medicine and pathology at Mayo clinic Rochester. Mayo Clinic Proceedings. 73(7). 611-613.

Procedures and Devices for the Collection of Diagnostic Blood Specimens by Skin Puncture, 5th ed. H4-A6. (2004). NCCLS. 24(21).

Procedures and Devices for the Collection of Diagnostic Capillary Blood Specimens, 6th ed. H4-A6. (2008). CLSI. 28(25).

Procedure for the Collection of Diagnostic Blood Specimens by Venipuncture, 4th ed. (1991). H3-A3. NCCLS. 11(10).

Procedure for the Collection of Diagnostic Blood Specimens by Venipuncture, 5th ed. (2003). H3-A5. CSLI. 23(32).

Procedures for the Collection of Diagnostic Blood Specimens by Venipuncture, 6th Ed. (2007). H3-A6. CLSI. 27(26)

Szabo, J. (2001). MLO. New OSHA bloodborne pathogen standard clarifies need for employers to select safer needle devices. 33(3). 18.