ppt chapter 9
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Phlebotomy:
A Competency-Based
Approach
Booth and Mundt
9-2
Chapter 9
Blood Specimen Handling
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9-3
Upon completion of this chapter, you should
be able to:
Explain methods for transporting and processing blood
specimens for routine and special testing and
reference laboratories.
Describe clerical errors that can occur during
specimen processing.
Recognize criteria for special specimen handling.
List the circumstances that would lead to recollection
or rejection of a patient sample.
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Specimen Transport Within a
Facility (LO 9.1)
9-4
Pneumatic tube system
Dumbwaiter
Automated tracks
Robotics
Conveyor belts
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Specimen Transport Outside a
Facility (LO 9.1)
9-5
Courier service
Specimens placed
in locked box
May need to be
processed before
transport
Policy needed for
time and temperature
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Specimen Transport to Other
Facilities (LO 9.1)
9-6
Reference
laboratories
Courier service
Shipping
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9-7
Packaging Requirements (LO 9.1)
Shipping
Container
Secondary
Container
Primary
Container
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Specimen
Documentation
Absorbent
Material
Ice Pack
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9-8
Specimen Transit Tracking
(LO 9.1)
Transit information entered in LIS
Manual entry
Bar code
reader
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9-9
Apply Your Knowledge
(LO 9.1)
Name at least two ways in which
specimens are transported to a
laboratory.
Answer: Walking to the lab, pneumatic
tube system, dumbwaiter, courier pickup,
mailing, express service.
GREAT!
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9-10
Pre-Examination Errors
(LO 9.2)
Errors that occur before, during, or after
blood collection
Patient identification errors
Specimen collection errors
Specimen handling errors
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9-11
Apply Your Knowledge
(LO 9.2)
What errors are considered
pre-examination errors?
Answer: Patient identification errors,
specimen collection errors, and specimen
handling errors.
GOOD JOB!
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Specimens That Require
Warming (LO 9.3)
9-12
Testing for cold
agglutinins
Must be kept at
37° C
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Specimens That Require
Chilling (LO 9.3)
9-13
Tests
Arterial blood gases
Ammonia
Lactic acid
Transport in crushed
ice and water
Do not freeze
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9-14
Light-Sensitive Specimens (LO 9.3)
Tests
Bilirubin
Carotene
Use amber tube
Wrap in foil
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9-15
Specimens for Legal Matters
(LO 9.3)
Results may be used in court of law
Chain-of-custody
Uninterrupted control of authorized
personnel
If broken, specimen and tests are invalid
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9-16
Blood Alcohol Specimens (LO 9.3)
Proceeding without patient permission or
court order = assault and battery
Requires chain-of-custody procedure
Do not use alcohol to cleanse site
Alcohol prep pad
Iodine swab
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9-17
Forensic Specimens (LO 9.3)
Usually for legal cases
Require chain-of-custody procedure
Check specific guidelines at your facility
Special evidence kits
Proper training
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9-18
Toxicology Specimens (LO 9.3)
Reasons for toxicology specimens
Detect poisons, drugs, or medications
Detect trace elements
Follow your facility’s protocols
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9-19
No-Tourniquet Blood Collection
(LO 9.3)
Required for lactic acid tests
Tourniquet may be applied briefly to
locate vein
Remove tourniquet before collection
Arm must be at rest for 2 minutes before
collection
Place specimen on ice
Deliver to laboratory STAT
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9-20
Special Coagulation Studies (LO 9.3)
Types of coagulation studies
Factor assay
Platelet function studies
Coagulation inhibitor assays
Follow strict order of draw
Perform procedure quickly
Invert tubes to mix
Deliver to laboratory immediately
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9-21
Separated Specimens (LO 9.3)
Separation procedures
Centrifuging
Aliquoting
For most tests, separation should be
done within 2 hours of collection
Wear PPE during specimen processing
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9-22
Centrifuging Specimens (LO 9.3)
Separates blood cells from liquid
components
Speed and time depend on
specimen requirement
Typical speed: 1,000 to 3,000
revolutions per minute
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9-23
Centrifuging Specimens (cont.)
(LO 9.3)
Balance the
centrifuge
Set for the correct
speed
Close the lid
securely
Set timer for correct time
Wear face shield when removing tubes
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9-24
Aliquoting Specimens (LO 9.3)
Take great care not to mix up samples
Label transfer tube
Compare to specimen
tube label
Use pipet to transfer
serum or plasma
Store properly for
delivery to lab
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9-25
Apply Your Knowledge
(LO 9.3)
Which of these centrifuges is balanced
correctly?
Answer: The one on the right.
GREAT!
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9-26
Specimen Rejection (LO 9.4)
Recollection may be required if
abnormalities are detected
Accurate test results depend on
specimens
Errors may go unnoticed
Questionable results obtained
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9-27
Hemolysis (LO 9.4)
Destruction of
red blood cells
Can result from
improper
collection or
handling
Normal
Specimen
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Hemolyzed
Specimen
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Clotted Anticoagulated
Specimens (LO 9.4)
9-28
Blood must not be
clotted for some tests
Blood may clot even in
tubes that have an
anticoagulant
Often due to collection
issues
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9-29
Incomplete Collection (LO 9.4)
May be rejected as
“quantity not sufficient”
(QNS)
Causes improper
additive-to-blood ratio
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9-30
Other Causes for Rejection (LO 9.4)
Incorrect tube collected
Incorrect order of draw
Hemoconcentration
Not easily detected
Results may be questioned if delta check
fails
Contamination by IV fluids
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9-31
Other Causes for Rejection (cont.)
(LO 9.4)
Icterus
Dark-yellow to greenish-yellow color
Caused by bilirubin
Lipemia
Cloudy plasma
Caused by abnormal amount of fats
Special requirements not followed
Inadequate or missing documentation
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9-32
Apply Your Knowledge
(LO 9.4)
Name two reasons why an incomplete
collection may be rejected.
Answer: The quantity collected may be
insufficient for the test, and the additive-toblood ratio is not correct.
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9-33
Chapter 9 Summary
Specimens must be transported to the
laboratory in a timely manner.
Transport systems include hand delivery,
pneumatic tube system, or automated
transport systems.
Specimen packaging for transport by
mail or express service must meet local,
state, and federal safety standards.
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9-34
Chapter 9 Summary (cont.)
Proper documentation of specimen
collection and transport allows the
specimen to be tracked.
Pre-examination variables that affect
laboratory results include temperature
control, exposure to light, and special
draw techniques.
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9-35
Chapter 9 Summary (cont.)
Specimen handling for legal specimens
must include chain-of-custody
procedures.
For blood alcohol testing, written patient
consent or a court order is required.
Forensic specimens are collected as
evidence to help prove or disprove a link
between an individual and objects,
places, or other individuals.
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9-36
Chapter 9 Summary (cont.)
Toxicology specimens are collected to
detect poisons, drugs, and medications.
The phlebotomist may be required to
process specimens, including
centrifugation and aliquoting.
Specimens may be rejected due to
improper collection techniques or
handling and processing errors.
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9-37
Chapter 9 Summary (cont.)
Reasons for specimen rejection include
hemolysis, clots, hemoconcentration,
contamination, incomplete collection,
incorrect tube or draw order, inadequate
documentation, and failure to follow
special requirements.
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©2013 by McGraw-Hill Education. All rights reserved.