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Blood Collection
Chapter 47
1
2Blood Collection
1. Discuss venipuncture equipment and personal protective equipment.
Also, explain the purpose of a tourniquet, how to apply it, and the
consequences of improper tourniquet application.
2. Discuss antiseptics, explain why the stopper colors on vacuum tubes
differ, and state the correct order of the draw.
3. Discuss the needles and supplies used in phlebotomy.
4. Discuss needle safety and postexposure needlestick follow-up.
3
5. Complete the following related to routine venipuncture:
 Discuss patient preparation for routine venipuncture.
 List in order the steps of a routine venipuncture.
 Detail patient preparation for venipuncture that shows sensitivity to the patient’s
rights and feelings.
 Perform a venipuncture using the vacuum tube method, syringe, and winged-
infusion (butterfly) assembly.
6. Discuss possible solutions to venipuncture complications.
7. List situations in which capillary puncture would be preferred over
venipuncture, and discuss the equipment used.
4
8. Perform a capillary puncture.
9. Discuss pediatric phlebotomy, including typical childhood
behavior and parental involvement during phlebotomy and
general guidelines for pediatric venipuncture.
10. Describe handling and transport methods for blood after
collection.
Introduction to Phlebotomy
 The practice of drawing blood
 Used primarily to diagnose and monitor a patient’s
condition
 Training requirements to perform blood drawing
5
6
Venipuncture Equipment
 Double-pointed safety
needles
 Evacuated, stoppered
tubes
 Needle holder
 Sharps container
 Winged infusion sets
(butterfly needles)
 Syringes
 Tourniquet
 Marking pen
 Alcohol swabs
 Gauze pads
 Bandages
 Gloves
7
Personal Protective Equipment (PPE)
 Vinyl gloves available if the patient or phlebotomist
has a latex allergy
 Gloves may put on after vein palpation, but before the
preparation of site
 Tourniquet should be tied no longer than one minute
8
Tourniquets
 Application of tourniquet is very helpful in locating
veins in antecubital region and any other area that
may be drawn for venipuncture
 Single-use, nonlatex tourniquets are available and
currently are recommended to:
 Reduce cross-contamination between patients and
healthcare workers
 Help prevent nosocomial infections
 Prevent latex exposure
9
10
Antiseptics
 Venipuncture site must be cleansed with an antiseptic
 The most common type is 70% isopropyl alcohol
 Alcohol should remain on the skin 30 to 60 seconds
11
Evacuated Collection Tubes
 Evacuated tube (Vacutainer) system consists of
evacuated tubes of various sizes that have color-coded
tops
 Vacuum in each tube draws a measured amount of
blood into tube
 Be sure to match the needle gauge to size of tube
 Consult manual provided by laboratory to make sure
you are drawing right amount of blood for test
12
Tube Additives
 All tubes except the red-topped ones contain an
additive
 Anticoagulants are added to prevent blood from clotting
 Ethylenediaminetetraacetic acid (EDTA) prevents platelet
clumping and preserves the appearance of blood cells for
microscopic examination
 Clot activators promote blood clotting
13
Order of the Draw
 Specified order must be followed so that material from
previous tube is not transferred to the next tube
 Carryover of additives can alter samples and cause
result errors
 Same order applies to filling of tubes when blood is
collected in syringe
14
Order of the Draw
 Blood culture bottles (sterile)
 Light blue top (contain sodium citrate)
 Red top or gold top
 Green top
 Lavender top (contain EDTA anticoagulant)
 Gray top
15
Types of Needles and
Supplies
Used in Phlebotomy
 Know which needle and which tube or syringe should
be used in each situation
 All needles used in phlebotomy are sterile, disposable,
and used only once
 Inspect each needle cover for intact seal
 Hub, shaft with bevel, and lumen (hole) make up
needle
 Gauge of lumen; higher number for smaller lumen
16
Syringes
 Used when there is a concern that strong vacuum in a
stoppered tube might collapse the vein
 Syringe needle fits on the end of the barrel and comes
in different gauges
 Must be transferred immediately to another tube or it
will clot in syringe barrel
 Special transfer tube adapter is used to transfer blood
to Vacutainer tube
17
Needle Safety
 Needle injuries can lead to serious or fatal infections
with blood-borne pathogens such as hepatitis B virus
(HBV), hepatitis C virus (HCV), or human
immunodeficiency virus (HIV)
 Best practice for preventing needlestick injuries after
phlebotomy is to use safety needles that are activated
with one hand immediately after use
18
Examples of Needle Safety
Devices
 One-handed Vacutainer needles
 Syringe needle safety devices
 Butterfly needles safety lock
 Push-button butterfly safety device
 Needle-blunting butterfly set
19
Steps to Protect Against Needlesticks
 Do not use needles when safe, effective alternatives
are available
 Help your employer select and evaluate devices with
safety features
 Use devices with safety features provided by your
employer
 Never recap a contaminated needle
 Plan for safe handling and disposal before beginning
any procedure using needles
20
Steps to Protect Against Needlesticks
 Dispose of used needles and needle holders promptly
in sharps disposal containers
 Report all needlesticks and other sharps-related
injuries promptly
 Tell your employer about hazards from needles that
you observe in your work environment
 Participate in blood-borne pathogen training and
follow recommended infection prevention practices,
including obtaining hepatitis B vaccination
21
Postexposure Needlestick
Follow-Up
 Wound inspected and washed for 10 minutes with
antimicrobial soap or antiseptic
 Reported to supervisor and incident report completed
 Referred to physician for confidential assessment and
follow-up care
 Interim testing may be performed and counseling
should be offered
22
Patient Preparation for
Venipuncture
 Requisition form should include:
 Patient’s name
 Date of birth
 Identification number
 Name of the provider making the request
 Type of test requested
 Test status (timed, fasting, stat, and so forth)
23
Preparing for the
Venipuncture
 Seat patients (or have them lie down) and ask them to
extend the arm
 Inspect arms and ask if they have a preference and select
vein
 Other sites may be used, like the back of a hand or foot if
necessary
 Place the tourniquet 3 to 4 inches above the elbow
 Have patients make fist and palpate for vein
24
25
Performing the Venipuncture
 Remove the tourniquet after locating a vein
 Assemble all equipment needed, open sterile packets,
sanitize hands
 Reapply the tourniquet to quickly relocate a vein
 Put on gloves, cleanse the antecubital area with
alcohol, have the patient clench fist
 Anchor the vein and insert needle into vein at 15-
degree angle
 Pull back on the syringe plunger or push the
evacuated tube into a double-pointed needle
26
Completing the
Venipuncture
 Continue to draw the specimen, filling each tube
 Invert each tube several times after removal, before
placing it in the rack
 Near the end of the draw, release tourniquet and
remove final vacuum tube
 Remove needle quickly, and apply gauze and pressure
to site
 Activate safety device to cover needle
 Bandage when the bleeding stops
27
Winged Infusion Set
(Butterfly Needle)
 Used with children and elderly patients due to their
narrow veins
 The tubing minimizes the strength of the vacuum, which
prevents the collapse of fragile veins
 Also used to draw blood from the hands of adults
28
Problems Associated
with Venipuncture
 Hematoma (bruise) at puncture site
 Discontinue procedure, apply pressure and then ice
 Fainting (syncope)
 Nerve damage is uncommon; avoid basilic vein and
blind probing
29
Specimen Recollection
 Unlabeled or mislabeled specimen
 Insufficient quantity
 Defective tube
 Incorrect tube used for the test ordered
 Hemolysis
 Clotted blood in an anticoagulated specimen
 Improper handling
30
Capillary Puncture
 Older adult patients
 Pediatric patients (especially younger than age 2)
 Patients who require frequent glucose monitoring
 Patients with burns or scars in venipuncture sites
 Obese patients
 Patients receiving intravenous (IV) therapy
31
32
Capillary Puncture
 Patients who have had a mastectomy
 Patients at risk for venous thrombosis
 Patients who are severely dehydrated
 Tests that require a small volume of blood
33
Equipment for Capillary
Puncture
 Specialized equipment
 Lancet: Skin puncture devices
 Microcollection tubes and Microtainers
 Capillary tubes
 Collecting devices
 Guthrie card
34
Site Selection
 In adults and children (older than 1 year), capillary
puncture sites include ring or middle finger
 Dermal puncture of an infant should be done on heel
of foot
 For children younger than 2 years of age, dermal
puncture is performed on medial or lateral areas of
plantar surface of heel or on plantar surface of ring or
middle finger
35
Patient Preparation
 Similar to preparation for venipuncture
 Gloves, cleanse the finger well with alcohol prep pad
36
Collecting the Specimen
 After the dermis is punctured, wipe away the first drop
of blood with sterile gauze
 Fill containers according to the manufacturer’s
directions
 Touch container to the drop of blood, not skin
 Once containers are filled, have the patient apply
pressure to sterile gauze on puncture site
37
Specimen Handling
 Capillary collection containers are often too small to
label
 Remove stopper from a red-topped tube, insert
capillary tube, replace stopper, and label tube
 Microtubes have plastic plugs and may be placed in a
labeled tube or zipper-lock bag
38
Pediatric Phlebotomy
 Performed only by personnel trained in techniques for
pediatric phlebotomy
 Must gain the child’s and parent’s confidence
 Ask the parent about the child’s previous experiences
and how the child may react
 If the parent cannot help with necessary restraint, refer
to office policy
39
Pediatric Phlebotomy
 Removing large amounts of blood may result in
anemia
 Amount withdrawn must be recorded in the child’s
chart
 Deep vein puncture can result in cardiac arrest,
hemorrhage, venous thrombosis, damage to tissues, or
infection
 Avoid forceful restraint; topical anesthetics can reduce
pain
 Be truthful about discomfort to the child, provide
tokens and praise for bravery
40
Handling the Specimen
After Collection
 After collection, analytes in blood begin to decay
 Blood may require processing (like centrifugation)
before being sent for analysis
 Whole blood for automated blood counts should be
refrigerated and tested within 72 hours
 Special services for transporting specimens to other
facilities
41
42
Microhematocrit centrifuge machine
43
Chain of Custody
 Chain of custody is a legal term that refers to the
ability to guarantee the identity and integrity of the
specimen from collection to reporting of test results
 Process used to maintain and document the
chronologic history of a specimen
 Collection kits are available that contain everything
needed for venipuncture, including the tube, needle,
chain of custody forms and seals, antiseptic, and even
tourniquet
44
Patient Coaching
 Maintain a professional attitude, yet remain
sympathetic to the patient’s fears and anxiety
 Identify your patient and explain what you are going to
do
 Answer questions and perform procedure skillfully
before anxiety has time to set in
 Follow patient’s suggestion in choosing site for
obtaining a blood specimen
45
Legal and Ethical Issues
and Patient-Centered Care
 Because skin is penetrated, drawing blood becomes a
surgical procedure and is subject to the laws and
regulations of surgery
 Be sure to follow the procedures as written
 May want to ask patients how they would prefer to be
addressed
 Always be respectful, professional, and patient-focused
46
47

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MA119 Chapter 47 blood collection

  • 2. 2Blood Collection 1. Discuss venipuncture equipment and personal protective equipment. Also, explain the purpose of a tourniquet, how to apply it, and the consequences of improper tourniquet application. 2. Discuss antiseptics, explain why the stopper colors on vacuum tubes differ, and state the correct order of the draw. 3. Discuss the needles and supplies used in phlebotomy. 4. Discuss needle safety and postexposure needlestick follow-up.
  • 3. 3 5. Complete the following related to routine venipuncture:  Discuss patient preparation for routine venipuncture.  List in order the steps of a routine venipuncture.  Detail patient preparation for venipuncture that shows sensitivity to the patient’s rights and feelings.  Perform a venipuncture using the vacuum tube method, syringe, and winged- infusion (butterfly) assembly. 6. Discuss possible solutions to venipuncture complications. 7. List situations in which capillary puncture would be preferred over venipuncture, and discuss the equipment used.
  • 4. 4 8. Perform a capillary puncture. 9. Discuss pediatric phlebotomy, including typical childhood behavior and parental involvement during phlebotomy and general guidelines for pediatric venipuncture. 10. Describe handling and transport methods for blood after collection.
  • 5. Introduction to Phlebotomy  The practice of drawing blood  Used primarily to diagnose and monitor a patient’s condition  Training requirements to perform blood drawing 5
  • 6. 6
  • 7. Venipuncture Equipment  Double-pointed safety needles  Evacuated, stoppered tubes  Needle holder  Sharps container  Winged infusion sets (butterfly needles)  Syringes  Tourniquet  Marking pen  Alcohol swabs  Gauze pads  Bandages  Gloves 7
  • 8. Personal Protective Equipment (PPE)  Vinyl gloves available if the patient or phlebotomist has a latex allergy  Gloves may put on after vein palpation, but before the preparation of site  Tourniquet should be tied no longer than one minute 8
  • 9. Tourniquets  Application of tourniquet is very helpful in locating veins in antecubital region and any other area that may be drawn for venipuncture  Single-use, nonlatex tourniquets are available and currently are recommended to:  Reduce cross-contamination between patients and healthcare workers  Help prevent nosocomial infections  Prevent latex exposure 9
  • 10. 10
  • 11. Antiseptics  Venipuncture site must be cleansed with an antiseptic  The most common type is 70% isopropyl alcohol  Alcohol should remain on the skin 30 to 60 seconds 11
  • 12. Evacuated Collection Tubes  Evacuated tube (Vacutainer) system consists of evacuated tubes of various sizes that have color-coded tops  Vacuum in each tube draws a measured amount of blood into tube  Be sure to match the needle gauge to size of tube  Consult manual provided by laboratory to make sure you are drawing right amount of blood for test 12
  • 13. Tube Additives  All tubes except the red-topped ones contain an additive  Anticoagulants are added to prevent blood from clotting  Ethylenediaminetetraacetic acid (EDTA) prevents platelet clumping and preserves the appearance of blood cells for microscopic examination  Clot activators promote blood clotting 13
  • 14. Order of the Draw  Specified order must be followed so that material from previous tube is not transferred to the next tube  Carryover of additives can alter samples and cause result errors  Same order applies to filling of tubes when blood is collected in syringe 14
  • 15. Order of the Draw  Blood culture bottles (sterile)  Light blue top (contain sodium citrate)  Red top or gold top  Green top  Lavender top (contain EDTA anticoagulant)  Gray top 15
  • 16. Types of Needles and Supplies Used in Phlebotomy  Know which needle and which tube or syringe should be used in each situation  All needles used in phlebotomy are sterile, disposable, and used only once  Inspect each needle cover for intact seal  Hub, shaft with bevel, and lumen (hole) make up needle  Gauge of lumen; higher number for smaller lumen 16
  • 17. Syringes  Used when there is a concern that strong vacuum in a stoppered tube might collapse the vein  Syringe needle fits on the end of the barrel and comes in different gauges  Must be transferred immediately to another tube or it will clot in syringe barrel  Special transfer tube adapter is used to transfer blood to Vacutainer tube 17
  • 18. Needle Safety  Needle injuries can lead to serious or fatal infections with blood-borne pathogens such as hepatitis B virus (HBV), hepatitis C virus (HCV), or human immunodeficiency virus (HIV)  Best practice for preventing needlestick injuries after phlebotomy is to use safety needles that are activated with one hand immediately after use 18
  • 19. Examples of Needle Safety Devices  One-handed Vacutainer needles  Syringe needle safety devices  Butterfly needles safety lock  Push-button butterfly safety device  Needle-blunting butterfly set 19
  • 20. Steps to Protect Against Needlesticks  Do not use needles when safe, effective alternatives are available  Help your employer select and evaluate devices with safety features  Use devices with safety features provided by your employer  Never recap a contaminated needle  Plan for safe handling and disposal before beginning any procedure using needles 20
  • 21. Steps to Protect Against Needlesticks  Dispose of used needles and needle holders promptly in sharps disposal containers  Report all needlesticks and other sharps-related injuries promptly  Tell your employer about hazards from needles that you observe in your work environment  Participate in blood-borne pathogen training and follow recommended infection prevention practices, including obtaining hepatitis B vaccination 21
  • 22. Postexposure Needlestick Follow-Up  Wound inspected and washed for 10 minutes with antimicrobial soap or antiseptic  Reported to supervisor and incident report completed  Referred to physician for confidential assessment and follow-up care  Interim testing may be performed and counseling should be offered 22
  • 23. Patient Preparation for Venipuncture  Requisition form should include:  Patient’s name  Date of birth  Identification number  Name of the provider making the request  Type of test requested  Test status (timed, fasting, stat, and so forth) 23
  • 24. Preparing for the Venipuncture  Seat patients (or have them lie down) and ask them to extend the arm  Inspect arms and ask if they have a preference and select vein  Other sites may be used, like the back of a hand or foot if necessary  Place the tourniquet 3 to 4 inches above the elbow  Have patients make fist and palpate for vein 24
  • 25. 25
  • 26. Performing the Venipuncture  Remove the tourniquet after locating a vein  Assemble all equipment needed, open sterile packets, sanitize hands  Reapply the tourniquet to quickly relocate a vein  Put on gloves, cleanse the antecubital area with alcohol, have the patient clench fist  Anchor the vein and insert needle into vein at 15- degree angle  Pull back on the syringe plunger or push the evacuated tube into a double-pointed needle 26
  • 27. Completing the Venipuncture  Continue to draw the specimen, filling each tube  Invert each tube several times after removal, before placing it in the rack  Near the end of the draw, release tourniquet and remove final vacuum tube  Remove needle quickly, and apply gauze and pressure to site  Activate safety device to cover needle  Bandage when the bleeding stops 27
  • 28. Winged Infusion Set (Butterfly Needle)  Used with children and elderly patients due to their narrow veins  The tubing minimizes the strength of the vacuum, which prevents the collapse of fragile veins  Also used to draw blood from the hands of adults 28
  • 29. Problems Associated with Venipuncture  Hematoma (bruise) at puncture site  Discontinue procedure, apply pressure and then ice  Fainting (syncope)  Nerve damage is uncommon; avoid basilic vein and blind probing 29
  • 30. Specimen Recollection  Unlabeled or mislabeled specimen  Insufficient quantity  Defective tube  Incorrect tube used for the test ordered  Hemolysis  Clotted blood in an anticoagulated specimen  Improper handling 30
  • 31. Capillary Puncture  Older adult patients  Pediatric patients (especially younger than age 2)  Patients who require frequent glucose monitoring  Patients with burns or scars in venipuncture sites  Obese patients  Patients receiving intravenous (IV) therapy 31
  • 32. 32
  • 33. Capillary Puncture  Patients who have had a mastectomy  Patients at risk for venous thrombosis  Patients who are severely dehydrated  Tests that require a small volume of blood 33
  • 34. Equipment for Capillary Puncture  Specialized equipment  Lancet: Skin puncture devices  Microcollection tubes and Microtainers  Capillary tubes  Collecting devices  Guthrie card 34
  • 35. Site Selection  In adults and children (older than 1 year), capillary puncture sites include ring or middle finger  Dermal puncture of an infant should be done on heel of foot  For children younger than 2 years of age, dermal puncture is performed on medial or lateral areas of plantar surface of heel or on plantar surface of ring or middle finger 35
  • 36. Patient Preparation  Similar to preparation for venipuncture  Gloves, cleanse the finger well with alcohol prep pad 36
  • 37. Collecting the Specimen  After the dermis is punctured, wipe away the first drop of blood with sterile gauze  Fill containers according to the manufacturer’s directions  Touch container to the drop of blood, not skin  Once containers are filled, have the patient apply pressure to sterile gauze on puncture site 37
  • 38. Specimen Handling  Capillary collection containers are often too small to label  Remove stopper from a red-topped tube, insert capillary tube, replace stopper, and label tube  Microtubes have plastic plugs and may be placed in a labeled tube or zipper-lock bag 38
  • 39. Pediatric Phlebotomy  Performed only by personnel trained in techniques for pediatric phlebotomy  Must gain the child’s and parent’s confidence  Ask the parent about the child’s previous experiences and how the child may react  If the parent cannot help with necessary restraint, refer to office policy 39
  • 40. Pediatric Phlebotomy  Removing large amounts of blood may result in anemia  Amount withdrawn must be recorded in the child’s chart  Deep vein puncture can result in cardiac arrest, hemorrhage, venous thrombosis, damage to tissues, or infection  Avoid forceful restraint; topical anesthetics can reduce pain  Be truthful about discomfort to the child, provide tokens and praise for bravery 40
  • 41. Handling the Specimen After Collection  After collection, analytes in blood begin to decay  Blood may require processing (like centrifugation) before being sent for analysis  Whole blood for automated blood counts should be refrigerated and tested within 72 hours  Special services for transporting specimens to other facilities 41
  • 42. 42
  • 44. Chain of Custody  Chain of custody is a legal term that refers to the ability to guarantee the identity and integrity of the specimen from collection to reporting of test results  Process used to maintain and document the chronologic history of a specimen  Collection kits are available that contain everything needed for venipuncture, including the tube, needle, chain of custody forms and seals, antiseptic, and even tourniquet 44
  • 45. Patient Coaching  Maintain a professional attitude, yet remain sympathetic to the patient’s fears and anxiety  Identify your patient and explain what you are going to do  Answer questions and perform procedure skillfully before anxiety has time to set in  Follow patient’s suggestion in choosing site for obtaining a blood specimen 45
  • 46. Legal and Ethical Issues and Patient-Centered Care  Because skin is penetrated, drawing blood becomes a surgical procedure and is subject to the laws and regulations of surgery  Be sure to follow the procedures as written  May want to ask patients how they would prefer to be addressed  Always be respectful, professional, and patient-focused 46
  • 47. 47