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    PHLEBOTOMY REVIEW SHEET

    HIPAA Health insurance and portability accountability act

    Joint Commission a voluntary no governmental agency, establishes standards for the

    operations of healthcare facilities and services

    CLSI clinical laboratory standards institute

    CLIA 1988 clinical laboratory improvement amendments of 1998

    OSHA occupational safety and health administration

    MSDS material safety data sheet, contains general information as well as precautionary and

    emergency information for any product with hazardous warning label

    National Patient Safety Goals overall CQI requirements for accreditation, establishes in 2002

    the goal have specific requirements for protecting patients... Identify patients, improve staff

    communication, and prevent infection.

    Negligence failure to exercise due care

    Assault and Battery assault an act or threat causing another to be fear of immediately

    batterybattery intentional harmful or offensive touching or use of force on a person

    without that person consent or legal justification.

    Consents ask for permission before treat patientthere are five kinds of consent.. Inform

    consent, expressed consent, implied consent, HIV consent, and consent for minors.

    Chain of custody for legal proceeding strict protocols that require detailed documentation

    tracking the specimen from the time it is collected until the result are reported

    Patients Bill of Rights

    Hand Hygiene it is the most important means of preventing the spread of infection. Hand

    washing should take at least 15 sec. CDC recommends the use of alcohol based antiseptic in

    place of hand washing as long the hands are not visible soiled

    Signs and symptoms of shock common signs and symptoms are pale, cold, clammy skin,

    expressionless face and staring eyes. If the phlebotomy is performing venipuncture the first

    step is to remove the tourniquet, remove the needle, call for assistance and place the patient

    lying down with the head lower than the rest of the body

    Signs and Symptoms of syncope, stroke, and seizure the medical term for fainting is syncope,

    described as a loss of consciousness and postural tone. Any patient has the potential to faint.

    Signs to watch for include pallor, perspiration, and hyperventilation or indication from the

    patient that they are experiencing vertigo, dizziness, light headedness or nausea.

    If any of these signs and symptoms occur release the tourniquet and remove the needle as

    quick as possible, apply pressure to the site while having the patient the patient lower the

    head and breathe deeply

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    Seizures could occur during venipuncture, in the rare event that the patient has a seizure

    during a blood specimen collection, discontinue the blood collection removing the tourniquet

    first and then the needle, hold pressure on the site, do not attempt to put anything into the

    patients mouth, try to protect the patient from self-injury, without restricting the patient and

    call for help.

    Complications of venipuncture. Hematoma, hemoconcentration, phlebitis, petechiae,

    thrombus, thrombophlebitis, septicemia, trauma.

    Considerations, challenges and complications on a pediatric patient

    Considerations for a psychiatric patient

    Proper positioning for patients with syncope, seizures

    Preferred veins for venipuncture and locations of the veins veins to avoid for venipuncture

    the preferred site for venipuncture is the anticubital fossa where you will see the

    Medial cubital vein, the vein of choice because is large and doesnt not tent to move when the

    needle is inserted.

    Cephalic vein, the second choice. Its more difficult to locate and has the tendency to move,

    however is the only vein that can be palpate in an obese patient

    Basilica vein the third choice, its the least firmly anchored and located near to the brachial

    artery, if the needle is inserted too deep the artery may be puncture

    Differences between plasma and serum blood that has been removed from the body will

    coagulate within 30- 60 min, the clot consist of the blood cells enmeshed in a fibrin network.

    The remaining fluid portion is called serum. Serum has the same composition of the plasma

    except that it does not contain fibrinogen, because the fibrinogen was used in the formation of

    the clot. Blood can be preventing from clotting by adding a substance called anticoagulant.

    Adding an anticoagulant initially creates a whole blood specimen, but when it is centrifuged, it

    separates into three different layers, bottom layer of red blood cells, a thin fluffy looking

    whitish color middle of WBC and platelets referred as a buffy coat, and the top layer of liquid

    called plasma

    Anatomical terms

    Lumbar punctures cerebrospinal fluid CSF is a clear, colorless liquid that surrounds the brain

    and the spinal cord. Specimens are collected by the physician through lumbar puncture- spinal

    tap, the main reason to collect CSF is to diagnose meningitis, and the specimen is collected in

    three different tubes used for chemistry, microbiology and cell count. Should be storage a

    room temperature, delivered stat.

    Bilirubin specimen collection, post venipuncture precautions to ensure an accurate result

    Neonates is commonly tested to detect and monitor bilirubin levels. Bilirubin can cross the

    blood barrier in infants, accumulating to toxic levels that can cause permanent brain damage

    or even dead. Bilirubin specimens are collects by heel puncture, proper collection procedure is

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    very important for the test results. Specimens has to be protected from light during

    transportation and handling, to reduce light exposure specimens are collected in an amber

    colored micro collection tube, and must to be handle carefully to void hemolysis, also must to

    be collected as close as possible to the time requested

    Steps for verification of patient before venipuncture the process of verifying a patient is the

    most important step in the specimen collection. The patient has to be actively involved in the

    identification process. When identifying the patient ask the patient to state her- full name an

    date of birth, the patient response must to match with the requisition slip. Any errors or

    differences must to be resolved before a sample is collected

    Information in the doctors requisition form

    Patient identification 3 way ID - missing ID Emergency Room ID procedure to void

    identification errors, some facilities require what is called 3 way ID, in which the patient is

    identified by three means, the patients verbal ID statement, a check of the ID band, and a

    visual comparison del specimen labeled against the patient ID band before leaving the bedside.

    Never verify information from an ID band that is not attached to the patient or collect a

    specimen from a patient who is not wearing an ID band. If there is no ID band ask the patient

    if you can check if the ID is in the ankle.

    It is not uncommon to receive unconscious patients in the emergency room, so clear guidelines

    are to follow to this circumstances, assign a temporary number to the patient and record it on

    the request forms, fill out labels and apply them to the test request and specimen after

    collection, when a permanent number is issued must to be cross-referenced to the temporary

    number. In many institutions is used a 3 part identification band to the unidentified ER patient

    wrist , all three part contain the same number, the first becomes the patient ID band, the

    second part is attach to the specimen and the third is used if the patient needs a transfusion

    and it is attach to the unit blood .

    Most important information to verify prior to obtaining a specimen collected by a patient, and

    before to do venipuncture before performing blood collection make sure you have the ,

    laboratory requisition, all the supplies_ antiseptic 70 percent isopropyl alcohol, ETS, tubes,

    tourniquet, gauze, bandage, verify patient identity, specimen labels, gloves.

    Proper labeling of specimens tubes must to be labeled in the presence of the patient

    immediately after blood collection. Before leaving compare the information on each labeled

    tube with the patient ID band and requisition

    Dermal puncture for patients older than one year old location the CLSI recommended site for

    capillary puncture on adults and children older than 1 year old is the palmar surface of the

    distal or end segment of the middle or ring finger of the no dominant hand. The puncture

    should be in the central, fleshy portion of the finger, slightly to the side of center and

    perpendicular to the grooves in the whorls of the fingerprint

    Dermal puncture on an infant, depth of dermal puncture and selection of lancet the heel is

    the recommended site of capillary puncture specimens on infants less than 1 year old.

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    According to CLSI the safe areas for heel puncture are on the plantar surface of the heel,

    medial to an imaginary line extending from the middle of the great toe to the heel. To void any

    risk of puncturing the bone osteomyelitis the puncture has to be 2.0 mm deep or less, and the

    lancet selection has to be the adequate

    Complications of dermal puncture

    Finger stick procedure selects the puncture site... Middle finger. Clean the site with 70

    isopropanol alcohol and allow it to air dry , prepare the equipment , puncture the site, and

    discard the lancet, wipe away the first blood drop, collect the blood, place a gauze an apply

    pressure, label the specimen, double check the site and apply bandage.

    Point of care testing also known as alternative site testing, brings laboratory testing to the

    location of the patient, to the convenience to the patient and a short turnaround time for

    results that allow healthcare providers to address patients needs. An example of this test

    could be a urine dipstick, pregnancy test, glucose test, occult blood-guaiac, hemoglobin

    Peripheral blood smear blood to make a slide can be obtained by normal finger puncture,

    following the same steps, the drop should be 1 to 2 mm in diameter and centered on the slide,

    the second slide called pusher is held at one end making a 3 degree angle the blood must to

    spread the width of the pusher slide. The correct blood smear result is going to reflects a

    feathered edge

    Causes of Hemolysis results when RBc are damaged or destroyed and the hemoglobin they

    contain escapes into the fluid portion of the specimen, the red color of the hemoglobin makes

    the serum o plasma appear pink. Causes for a hemolyzed specimen are, drawing blood from a

    hematoma, mixing the tubes vigorously, shaking them or inverting to quickly, needle too small

    Causes of Hemoconcentration a decrease in the fluid content of the blood with a subsequent

    increase in noon filterable large molecule or protein based blood components such a red blood

    cells. Causes for hemoconcentration are, patient keeping a fist during venipuncture, or allow

    the patient to pump the fist, massage of the area to being puncture, probing the needle, and

    keep the tourniquet longer than a min.

    Hemostatic process is a process by the body stops the leakage of blood from the vascular

    system after an injury, also known as coagulation process. This involves 4 interrelated

    responses, vasoconstriction, formation of the platelet plug, in the injured area, if is needed

    formation of a second hemostatic plug, and fibrinolysis.

    Causes of Hematoma- actions taken for a phlebotomist when developing a hematoma

    hematoma is common complication of venipuncture, is caused for blood leaking into the

    tissues during o following venipuncture, and is identified by rapid swelling at or near the

    venipuncture site. This can occur when the vein is too small for the needle size, the needle

    penetrates all the way through the vein, the needle is removed while the tourniquet is on, and

    pressure is not adequately applied after venipuncture. Collecting specimen from a hematoma

    that is forming has the high probability of being hemolyzed and being rejecting for testing

    because the blood has mixed with tissue fluids from outside of the vein

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    Thrombus this is a blood clot usually a consequence of insufficient pressure applied after the

    withdrawal of the needle

    Thrombophlebitis Inflammation of a vein with formation of a clot

    Petechiae these are tiny non raised red spots that appear on the skin from rupturing of the

    capillaries due to the tourniquet being left on too long or too tight

    Edema is swelling caused by abnormal accumulation of fluid in the tissues. Specimens

    collected from edematous areas may yield inaccurate test results owing to contamination with

    tissue fluid or altered blood composition.

    Mastectomy Blood should never be drawn from an arm on the same side as a mastectomy

    without asking the physician first.

    ABG test transportation

    Iatrogenic anemia blood loss as a result of blood removed for testing is called iatrogenic

    anemia. The main reason for blood transfusion in PICU is to replace the iatrogenic blood loss.

    The volume of blood that can be safely remove at once or during a short period of time is 10

    percent of the body weight

    Blood culture for pediatric - proper procedure for collecting blood culture for adults patients

    it is known that bacteria can enter to the circulatory system causing bacteremia o septicemia.

    Blood cultures help to determine the present and extent of infection as well as indicating the

    type of organism responsible. Skin antisepsis is a critical part of the blood culture collection.

    Traditionally povidone iodine, betadine swabs, cloroprep, are used to clean the collection site,

    cleaning in concentric circles without going to the area more than once. The area covered

    should be 3 to 4 inches in diameter, with a 30 sec scrub. Blood cultures are collected in special

    bottles, one aerobic with air, and one anaerobic without air, being the anaerobic bottle filled

    first. Typically adult blood culture require 10 to 20 ml per set, while pediatric blood culture

    require 1 to 2 ml per set

    Precautions taken when performing venipuncture on a patient with mastectomy, fistulas, IV

    never apply a tourniquet o perform venipuncture in an arm with an arterial line, shunt, or from

    a mastectomy site. If patient has an IV collect the specimen from the other arm, if not able to

    do it collect the specimen from bellow the IV site

    Preanalitical considerations for a GTT test GTT test is used to diagnose problems of

    carbohydrate metabolism, evaluates the bodys ability to metabolize glucose. Preparation is

    very important, the patient must to fast at least 12 hours, but not more than 16 hours before

    the test. The GTT test is collected 30 min, 1 h, 2h, 3h and so forth, after the patient finishes the

    glucose beverage

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    Start timing for a GTT this test is to diagnose diabetes, for hyperglycemia is a 3 hours test, for

    hypoglycemia is a 5 hour test, usually are scheduled to begin between 0700 and 0900 am. The

    GTT are typically collected after 30 min, after the patient finishes the beverage

    Reasons for a finger stick though point of care testing

    1. PKU test in newborn this test is ordered for infant to detect phenylketonuria, a genetic

    disease that causes mental retardation and brain damage. Its required by law in all 50

    states. The PKU testing typically requires the collection of two specimens, one shortly

    the infant is born and another after the infant is 10 to 15 days old. The test is done

    from blood from the newborns heel or on urine

    Urinalysis testing and proper collection techniques UA is the most common urine test

    requested, it screens for urinary and systematic disorders. UA typically includes physical,

    chemical, and microscopic analysis.

    Culture and sensitive test may be requested for patient with symptoms of urinary tract

    infection UTI. The urine must to be collected in a sterile container, following clean catch

    procedures to ensure that the specimen is free of contamination. Also must to be midstream

    collected. For clean catch the patient must to specially clean the genital area and then proceed

    to collect the urine mid-stream. To collect a midstream specimen, the patient void the initial

    urine flow into the toilet, and then the middle stream must to be collected in the sterile

    container, the last urine flow is voided into the toilet.

    24 hour urine specimen. The best time to begin the collection is when the patient wakes up in

    the morning

    Stool sample and testing fecal specimen are used to evaluation of gastrointestinal disorders.

    Stool specimens can be evaluated for the presence of intestinal parasites and their eggs ova

    and parasites, checked for fat and urobilinogen content, culture to detect pathogenic bacteria,

    viruses and to detect occult blood using the guaiac test. Stool specimen should be collect in dry

    and clean containers and sent to the lab immediately. Preserved specimens used for 24, 48, 72

    hour stool collection for fecal fat and urobilinogen are normally refrigerated throughout the

    collection period and collected in large gallon containers t

    Fasting specimens test

    Alcohol specimens the antiseptic used to clean the site of the collection must not contain

    alcohol. A gray tube sodium fluoride is typically used for collection of alcohol levels. Order test

    for medical reason does not need chain of custody. Occasionally a law enforcement agency

    may request a blood alcohol concentration on an individual who has been involved in a traffic

    accident. In this case sample requires that chain of custody protocol be strictly followed.

    Considerations for patient religious beliefs

    Steps for capillary collection

    Blood bank specimens blood banks specimens require strict patient identification and

    specimen labeling procedures. An undetected error can result in an administration of an

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    incompatible blood product and the possibility of fatal transfusion reaction. Patient full name,

    date of birth, date and time of the collection, hospital identification of patient, phlebotomist

    initials, has to be check for two hospitals personal

    Blood donor requirements needle size to donate blood a person must to be between the

    ages of 17 and 66 year old and weight at least 110 pounds. Minors must have a writing

    permission from their parents. In addition, the donor must give writing permission for the

    blood bank to use the blood. The donor blood is collect from a large antecubital vein, with a

    needle 16 to 18 gauge

    Order of draw for venipuncture first, blood cultures second sodium citrate tubes, blue tops,

    third serum tubes with or without clot activator or gel, red tops, fourth heparin tubes green

    tops, fifth EDTA tubes lavender tops, sixth oxalate-fluoride tubes, gray tubes

    Order of draw for capillary specimen lavender tube, tubes with other additives, tubes without

    additive

    Additives in tubes functions of additives color coding expiration dates page 209

    Lavender top tube contains the anticoagulant EDTA inhibits coagulation by binding to calcium

    present in the specimen. Tubes have to be inverted 8 times. Common test is a CBC-complete

    blood count.

    Light blue top tube contains the anticoagulant Sodium Citrate that prevents coagulation by

    binding the calcium in the specimen. Sodium Citrate preservers the coagulation factors, the

    tube must to be filled complete to maintain the radio of 9 parts of blood, 1 of additive, and has

    to be inverted 3 to 4 times. Common test is a PT, APTT

    Yellow top tube contains the anticoagulant SPS, these are used to collect specimen to be

    cultured for the presence of microorganisms. This tube should be inverted 8 times

    Green top tube contains the anticoagulant heparin combined with sodium, lithium, and

    ammonium. Heparin works by inhibiting thrombin in the coagulation cascade. This tube should

    be inverted 8 times. Common test are stat test on plasma

    Gray top tube contains additives and anticoagulants. All gray tubes contain glucose

    preservatives; sodium fluoride preserves glucose for 3 days. The gray tube may also contain

    the anticoagulant potassium oxalate which prevents clotting by binding calcium. This tube

    should be inverted 8 times. Common test FBS, GTT, alcohol levels, lactic acid

    Red-gray speckled top tube, also called tiger top and serum separator contains clot activator, a

    serum separator which when centrifuged forms a barrier between the serum and the cells

    preventing contamination of the serum with cellular elements. Tubes has to be inverted 5 time

    Evacuated tube system

    Needle gauge - proper use and complications needle insertion

    -

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