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Preexamination Considerations for Accurate Blood Testing
Preexamination Considerations for Accurate Blood Testing
School
Forsyth Technical Community College
*
*We aren't endorsed by this school
Course
PHLEBOTOMY 23291
Subject
Nursing
Date
Dec 12, 2024
Pages
50
Uploaded by GeneralKangaroo4342
Copyright © 2024 by Jones & Bartlett Learning, LLC, an Ascend Learning Company. www.jblearning.com.
CHAPTER 9
Preexamination/
Preanalytical
Considerations
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Objectives
1.
Demonstrate basic knowledge of the preexamination/preanalytical variables
that influence laboratory test results, define associated terminology, and
identify the tests most affected by each one variable.
2.
Discuss problem areas associated with site selection, including various
vascular access sites and devices, and explain what to do when they are
encountered.
3.
Describe how to handle patient complications and conditions pertaining to
blood collection, address procedural error risks and specimen quality
concerns, and analyze reasons for failure to draw blood.
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Overview
Preexamination/Preanalytical Phase of Testing
Begins when test is ordered
Ends when testing begins
Skills Needed in Phlebotomist
Technical skills to perform blood draw
Ability to recognize preanalytical factors and address them
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Overview (cont.)
Topics Presented in Chapter 9
Physiologic variables
Problem venipuncture sites
Types of vascular access devices
Patient complications and conditions
Procedural errors
Specimen quality issues
Troubleshooting failed venipuncture
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Reference Ranges/Intervals
Tests confirm health or screen, diagnose, and monitor disease
Test results are compared with specimens of healthy people
Consist of range of values with high and low limits
Most often based on healthy, fasting people
One way a physician evaluates a patient’s test results is by
comparing them to reference ranges and, if available,
previous results (i.e., Delta check) on the same patient.
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Basal State
Definition: resting state of body early in the morning after fasting 12
hours
Basal-State Specimen
Ideal for establishing reference ranges on inpatients
Effects of diet, exercise, etc. on test result are minimized
Basal State Is Influenced By:
Age
Sex
Conditions of body
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Physiologic Variables
Variable
Examples
of effect or tests affected
Age
RBC, WBC, creatinine clearance, hormones
Altitude
Increased: RBC, Hgb, Hct, CRP, uric acid
Decreased: urine creatinine, renin
Dehydration
Causes hemoconcentration
Increases RBCs, enzymes, Fe, Ca, Na
+
, K
+
, coag factors
Diet
Glucose, lipids, electrolytes,
Diurnal/Circadian
Variation
TSH, cortisol, Fe
Drug Therapy
Enzymes, hormones
Exercise
pH, PCO
2,
CK, LDH, glucose
Fever
Hormones, cortisol, insulin
Sex
RBC, Hgb, Hct
Intramuscular
Injection
CK, LDH
Jaundice
Abnormal yellow color can interfere in testing
Position
Aldosterone, bilirubin, blood cells, ca, K
+
,
Pregnancy
lowers RBC
Smoking
Chol., cortisol, glucose, GH, triglycerides, RBC, WBC
Stress
WBC, Fe, ACTH, catecholamines, cortisol
Environmental
Factors
Acute heat exposure increases plasma volume
Excessive sweating increases hemoconcentration
Match
physiologic
effects with
laboratory
tests in the
Matching 9-2
activity
in the
WORKBOO
K
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Jaundice
Although
there are several
different causes,
jaundice in a
patient may
indicate liver
inflammation
caused by
hepatitis B or C
virus.
Figure 9-2
Jaundice. Note patient’s
yellow skin color in comparison with
that of the examiner’s hand.
Reprinted with permission from Bickley LS and Szilagyi P.
Bates’
Guide to Physical Examination and History Taking
, 12th ed.
Philadelphia, PA: Lippincott Williams & Wilkins; 2016.
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Problem Sites
Burns, Scars, and Tattoos
Veins are difficult to palpate here
May have impaired circulation
New burns are painful
Tattoos may be more susceptible to
infection; dyes may interfere
Damaged Veins
Sclerosed:
hardened
Thrombosed:
clotted
Difficult to puncture and yield erroneous
results
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.
Use another site if
possible or draw below
(distal to) damaged
veins.
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Problem Sites (cont.)
Edema
Swelling caused by abnormal
accumulation of fluid in tissues
Results when fluid from IV
infiltrates surrounding tissues
Contaminates blood with
tissue fluid
Veins are harder to locate, and tissue is fragile
Hematoma
A swelling or mass of blood
Caused by blood leaking from vessel during venipuncture
Can be painful, contaminate blood sample, obstruct blood flow
Phlebotomists on early-
morning rounds in hospitals
or nursing homes are often
the first to notice edema
from infiltrated IVs and
should alert the appropriate
personnel.
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Hematoma
•
Hematomas resulting from venipuncture
After you finish this section, do Matching 9-3
in the WORKBOOK to see if you can match
problem sites with possible drawbacks.
Figure 9-3
Examples of bruising resulting from hematomas that
formed during or immediately following venipuncture.
Courtesy Monica Lewis.
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Problem Sites (cont.)
Mastectomy
Surgical breast removal
Lymph flow is obstructed with
removal of lymph nodes
Swelling and infection may be present
Applying tourniquet here can cause injury
Can change blood composition
Obesity
Veins on
obese
patients may be deep and hard to find
Use longer or
bariatric
tourniquet and try median cubital or cephalic vein
Paralysis
Avoid drawing blood from paralyzed arm
Increased chance of thrombosis
Difficult to detect nerve injury
When a
mastectomy has
been performed
on both sides,
the patient’s
physician should
be consulted to
determine a
suitable site.
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Vascular Access Devices and Sites
Intravenous (IV) Line
Catheter inserted in peripheral vein
Avoid drawing blood from arm containing IV, if possible
IV Catheter Lock
Needless connection device in the form of a stopcock or cap
Saline lock
Heparin lock (heplock)
Previously Active IV Sites
Potential source of testing error
Wait 24 to 48 hours
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Vascular Access Devices and Sites (cont.)
Arterial Line (A-line or art-line)
A catheter placed in an artery
(usually radial)
Provides accurate and continuous
measurement of blood pressure
No tourniquet or venipuncture on
an arm with an arterial line
Arteriovenous (AV) Shunt/Fistula/Graph
Permanent, surgical fusion of an
artery and a vein
Created for dialysis access
Located on the back of arm above wrist
Only nurses and other
specially trained personnel
are allowed to draw blood
specimens from vascular
access devices (VADs).
A phlebotomist typically
assists by supplying the
appropriate tubes, and
if a syringe is used,
safely transferring
the blood to the tubes
.
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Arteriovenous Shunt or Fistula
Figure 9-7
Arms with AV shunts.
A.
Fistula.
B.
Graft.
© Wolters Kluwer.
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Vascular Access Devices and Sites (cont.)
Blood Sampling Device
Connected to arterial or central venous
catheter to collect blood
Reduces chance of infection
Prevents needlesticks
Minimizes waste from line draws
Figure 9-8
VAMP
®
blood sampling
device.
Courtesy of Edwards Lifesciences LLC, Irvine, CA. Edwards Lifesciences, the
stylized E logo, VAMP, VAMP Flex, VAMP Jr., and VAMP Plus are trademarks
of Edwards Lifesciences Corporation.
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Vascular Access Devices and Sites (cont.)
Central Vascular Access Devices (CVADs)
Known as indwelling lines
Consist of tubing inserted into a main vein or artery
Used for:
Administering fluids and medications
Monitoring pressures
Drawing blood
Caution:
Only specially trained personnel should access
CVADs to draw blood. A phlebotomist may assist by
transferring the specimen to the appropriate tubes.
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Vascular Access Devices and Sites (cont.)
Types of CVADs
Central venous catheter (CVC) or line
Inserted into large vein (subclavian)
Advanced into superior vena cava
Exit end tunneled under the skin several inches away
One or more lengths of capped tubing protrude from exit site
Implanted port
A small chamber attached to indwelling line
Surgically implanted under skin (upper chest or arm)
Self-sealing chamber located by palpating the skin and accessing with a special needle
Peripherally inserted central catheter (PICC)
Inserted in veins of extremities (e.g., AC vein) and threaded into a main vein leading to the heart
Does not require surgical insertion
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Central Venous Catheter
Figure 9-9
Central venous
catheters (CVCs).
A.
CVC
placement.
B.
Groshong
®
CVC.
C.
Hickman
®
CVC.
A.
Reprinted with permission from Taylor CR, Lillis C,
Lemone P.
Fundamentals of Nursing: The Art and
Science of Nursing Care.
6th ed. Lippincott Williams &
Wilkins; 2008;
B.
and
C.
Courtesy and © Becton,
Dickinson and Company.
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Implanted Port
Figure 9-10
Implanted port.
A.
Port placement.
B.
PowerPort
®
implanted port.
C.
PowerPort
®
duo implanted port.
A.
Reprinted with permission from Taylor CR, Lillis C, Lemone P.
Fundamentals of Nursing: The Art and Science of Nursing Care.
6th ed. Lippincott Williams & Wilkins; 2008;
B.
and
C.
Courtesy and © Becton, Dickinson and Company.
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Peripherally Inserted Central Catheter
Test your VAD
knowledge with
Matching
9-4 and Labeling
Exercise 9-2 in the
WORKBOOK.
Figure 9-11
Peripherally inserted central catheter (PICC).
A.
PICC
placement.
B.
PowerPICC
®
catheter.
A.
Reprinted with permission from Cohen BJ.
Medical Terminology.
4th ed. Lippincott Williams & Wilkins; 2003;
B.
Courtesy and ©
Becton, Dickinson and Company.
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Patient Complications and Conditions
Allergies to Equipment and Supplies
Adhesive allergy
Place gauze square over site;
have patient remove in 15 minutes
Or, have patient apply pressure
for 5 minutes instead of bandage
Antiseptic allergy
Use alternate antiseptic
Latex allergy
Look for sign indicating latex allergy on patient’s door or ask
outpatient
Use nonlatex equipment (e.g., gloves, tourniquet, and bandages)
Patients with known
allergies often wear
special armbands or
have allergy-specific
warning signs posted in
their hospital rooms.
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Patient Complications and Conditions (cont.)
Excessive Bleeding
Patients on aspirin or anticoagulant may bleed longer
Maintain pressure until bleeding stops
If bleeding continues >5 minutes, notify appropriate personnel
Caution:
Never apply a pressure bandage instead of
maintaining pressure until bleeding has stopped, and
do not dismiss an outpatient or leave an inpatient until
bleeding has stopped or the appropriate personnel
have taken charge of the situation.
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Patient Complications and Conditions (cont.)
Fainting (
Syncope
)
A loss of consciousness
and postural tone
Caused by insufficient
blood flow to brain
Have patients with history of fainting lie down during
venipuncture
Lower patient’s head and apply cold compress to back
of neck
(See text Procedure 9-9)
Figure 9-12
Phlebotomist
caring for a patient who
feels faint.
© Wolters Kluwer.
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Patient Complications and Conditions (cont.)
Nausea and Vomiting
Discontinue blood draw until feeling subsides
Give patient emesis basin or wastebasket
Apply cold, damp washcloth to forehead
Pain
Warn patient before needle insertion
Avoid excessive, deep, blind, or lateral redirection of needle
Extreme pain or numbness indicates nerve involvement; remove needle
immediately, apply ice, document incident if pain persists
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Patient Complications and Conditions (cont.)
Petechiae
Tiny, nonraised red spots
Appear on arm when tourniquet is applied
Figure 9-13
Petechiae.
A.
Adult arm.
B.
Hand of a
child with low platelet count.
A.
Used with permission from medtraining.org;
B.
Reprinted with permission from McConnell TH.
The
Nature of Disease Pathology for the Health Professions.
Lippincott Williams & Wilkins; 2007.
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Patient Complications and Conditions (cont.)
Seizures/Convulsions
Discontinue draw immediately
Hold pressure over site without restricting patient’s movement
Do not put anything in patient’s mouth
Protect patient from self-injury
Notify first-aid personnel
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Procedural Error Risks
Hematoma Formation and Bruising
Discontinue draw immediately and hold pressure over site 2 minutes
Offer cold compress or ice pack if it is large and swollen
Iatrogenic
Anemia
Anemia brought about by blood loss from blood draws
Life is threatened if >10% of blood volume is removed at once
Collect only minimum required specimen volumes
Inadvertent Arterial Puncture
Signs: rapidly forming hematoma, blood filling tube quickly
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Procedural Error Risks (cont.)
Infection
Avoid by doing the following:
Don’t open tape or bandages ahead of time
Don’t preload needles onto tube holders ahead of time
Don’t touch needle insertion site after sterilizing it
Minimize time between needle cap removal and venipuncture
Remind patient to keep bandage on at least 15 minutes
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Procedural Error Risks (cont.)
Nerve Injury
Caused by:
Improper site or vein
selection
Inserting needle too
deeply or quickly
Excessive lateral
redirection of needle
Blind probing
If initial vein entry is unsuccessful:
Use slight forward or backward
redirection of needle
Remove needle and try an alternate site
Figure 9-14
Abnormal hand position
called “claw hand” caused by ulnar
nerve injury.
© Wolters Kluwer.
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Procedural Error Risks (cont.)
Reflux
of Additive
Blood flows back into vein from collection tube
Tube additives (e.g., EDTA) may cause adverse reaction
Keep arm in downward position and tube below venipuncture site
Vein Damage
Avoid numerous venipunctures in the same area over time
Avoid blind probing and improper technique
Match risks to procedural errors in the
WORKBOOK activity Matching 9-5.
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Procedural Error and Specimen Quality Concerns
Hemoconcentration
A decrease in fluid content of blood
An increase in nonfilterable large molecules
Caused by stagnation of normal venous flow due to tourniquet
Hemolysis
Damage to or destruction of RBCs
Hemoglobin escapes into fluid part of specimen
Partially Filled Tubes (short draw)
Blood-to-additive ratio may be incorrect
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Procedural Error and Specimen Quality Concerns (cont.)
Specimen Contamination
Allowing alcohol residue, fingerprints, glove powder, baby powder, urine on
newborn screening samples
Getting glove powder on blood films or capillary specimens
Dripping perspiration into capillary specimens
Following improper antiseptic procedure
Using wrong antiseptic
Wrong or Expired Collection Tube
Routinely check expiration dates
Additives in expired tubes may not work properly
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Troubleshooting Failed Venipuncture
Tube Position
Improper seating
Needle fails to penetrate stopper
Needle Position
Needle not inserted far enough
Bevel partially out of skin
Bevel partially into vein
Bevel partially through vein
Bevel completely through vein
Bevel against vein wall
Bevel in valve
Needle beside vein
Undetermined position
Remember,
the important
steps to trouble
shoot
venipuncture:
STOP, ASSESS,
and CORRECT.
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Needle Position
A.
Correct needle position; blood can flow freely into the needle.
Figure 9-19
Needle position.
A.
Correct needle position;
blood can flow freely into the needle.
© Wolters Kluwer.
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Needle Position (cont.)
B
:
Needle not inserted far enough; needle does not enter the vein.
Figure 9-19
Needle position.
B.
Needle not inserted far
enough; needle does not enter the vein.
© Wolters Kluwer.
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Needle Position (cont.)
C
: Needle bevel partially out of the skin; tube vacuum will be lost.
Figure 9-19
Needle position.
C.
Needle bevel partially out
of the skin; tube vacuum will be lost.
© Wolters Kluwer.
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Needle Position (cont.)
D
: Needle bevel partially into the vein; causes blood leakage into tissue.
Figure 9-19
Needle position.
D.
Needle
bevel partially into
the vein; causes blood leakage into tissue.
© Wolters Kluwer.
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Needle Position (cont.)
E
: Needle bevel partially through the vein; causes blood leakage into tissue.
Figure 9-19
Needle position.
E.
Needle bevel partially
through the vein; causes blood leakage into tissue.
© Wolters Kluwer.
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Needle Position (cont.)
F
: Needle bevel completely through the vein; no blood flow obtained.
Figure 9-19
Needle position.
F.
Needle bevel completely
through the vein; no blood flow obtained.
© Wolters Kluwer.
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Needle Position (cont.)
G
: Needle bevel against the upper vein wall prevents blood flow.
Figure 9-19
Needle position.
G.
Needle bevel against the
upper vein wall prevents blood flow.
© Wolters Kluwer.
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Needle Position (cont.)
H
: Needle bevel against the lower vein wall prevents blood flow.
Figure 9-19
Needle position.
H.
Needle bevel against the
lower vein wall prevents blood flow.
© Wolters Kluwer.
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Needle Position (cont.)
I
: Needle bevel penetrating a valve prevents blood flow.
Figure 9-19
Needle position.
I.
Needle bevel penetrating a
valve prevents blood flow.
© Wolters Kluwer.
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Needle Position (cont.)
J
: Needle beside the vein; caused when a vein rolls to the side.
Figure 9-19
Needle position.
J.
Needle beside the vein;
caused when a vein rolls to the side, no blood flow
obtained.
© Wolters Kluwer.
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Needle Position (cont.)
K
: Collapsed vein prevents blood flow despite correct needle position.
Figure 9-19
Needle position.
K.
Collapsed vein prevents
blood flow despite correct needle position.
© Wolters Kluwer.
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Troubleshooting Failed Venipuncture (cont.)
Collapsed Vein
Vein walls draw together temporarily, shutting off blood flow
Caused by:
Vacuum of tube or plunger pressure is too strong for vein
Tourniquet is too tight or too close to site
Tourniquet is removed during draw
(especially with the elderly)
Tube Vacuum
Loss of vacuum due to bevel
partially out of skin
Loss of vacuum due to damage
of tube
There are a lot of new terms
in this chapter. See how
many you can unscramble in
the WORKBOOK
Knowledge Drill 9-2
Scrambled Words activity.
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NAACLS Entry Level Competencies Met in This Chapter
4.0
Demonstrate understanding of the importance of specimen collection and specimen
integrity in delivery of patient care.
4.4
List the general criteria for suitability of a specimen for analysis and reasons for
specimen rejection or recollection.
4.5
Explain the importance of timed, fasting, and STAT specimens, as related to
specimen integrity and patient care.
5.4
Describe substances that can interfere in clinical analysis of blood constituents and
ways in which the phlebotomist can help to avoid these occurrences.
5.6
Identify special precautions necessary during blood collection by venipuncture and
capillary (dermal) puncture.
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NAACLS Entry Level Competencies Met in This Chapter
(cont.)
6.0
Follow standard procedures to collect specimens.
6.1
Identify potential sites for venipuncture and capillary (dermal) puncture.
6.4
List the effects of tourniquet, hand squeezing, and heating pads on specimens
collected by venipuncture and capillary (dermal) puncture.
6.7
Describe the limitations and precautions of alternate collection sites for
venipuncture and capillary (dermal) puncture.
6.8
Explain the causes of phlebotomy complications.
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NAACLS Entry Level Competencies Met in This Chapter
(Cont.)
6.9
Describe signs and symptoms of physical problems that may occur during blood
collection.
7.0
Demonstrate understanding of requisitioning, specimen transport, and specimen
processing.
7.4
Explain methods for processing and transporting specimens for testing at reference
laboratories.
7.5
Identify and report potential preanalytical errors that may occur during specimen
collection, labeling, transporting, and processing.
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Questions?