Phlebotomy, Blood Circulation, and Lab Safety: Key Concepts for Healthcare Students

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Last updated 4:10 PM on 8/26/26
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179 Terms

1
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Purposes for phlebotomy

-Diagnostic purposes

-Monitor drug lvl

-Store sample for donation/transfusion

-Remove excess amt of blood

-Medical research

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Duties of phlebotomy

-Collect blood and non-blood specimen

-Process and handle blood

-Patient interview and education

-Perform CLIA waived testing

-Perform QC

-Data entry

-Obtain vitals

-Patients identify

-Adhere to OSHA and HIPPA standards

-Follow all lab safety rules, policies or guide

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ID PI

-Full first and last with mid initial

-DOB

-MRN if in patient

-Cannot draw without ID band and if info is incorrect

-PI has a right to stop at any point during the procedure

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HIPPA

Health insurance portability and accountability act

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PHI

- Protected health info

- Cannot disclose anything to family

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HIPPA and PHI

-Lab tests

-Medical orders

-Medical diagnosis

-Medical procedure

-Medications

-Test results

-Appointment time/place

-Patient demographics

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PI BOR

-Right to know what procedure is being performed and q/a

-Right to confidentiality regarding procedure

-Right to who can receive their health-related info

-Right to refuse treatment

-Right to know what tests are being performed

-Right to obtain a copy of medical records

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circulatory sys

Deliver O2, nutrients 2, nutrients, hormones, and enzymes to cells

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pulmonary circulation

heart to lungs to heart (oxygenated)

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systemic circulation

heart to body (deoxygenated)

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veins

carry blood to the heart

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arteries

transport blood away from the heart

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BP cuff

sphygmomanometer

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fistula

vein and artery fused

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graft

joining an artery and a vein

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% types of blood vessels

Arteries: main branches (carry blood away from the heart)

Arterioles: small branches (control blood flow from capillaries)

Veins: main branches (collect blood from capillaries)

Venules: small branches (return blood to heart)

Capillaries: tiny exchanging vessels (exchange O2, nutrients, and waste)

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whole blood

blood that circulates the body

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coagulation

process of blood clotting

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plasma

liquid portion of anti coagulated blood

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serum

liquid portion of coagulated blood (no clot factor)

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anticoagulant

prevents clotting

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what does a blood sample yield if it has clotted

serum

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if a blood sample has not clotted due to an anticoagulant, what will it yield?

plasma

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blood pH

-Alkalinity scale is from 0-14 (normal range is 7.3- 7.45)

-When range is below: acidosis, DKA (diabetic keto acidosis)

-When above: alkalosis

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RBC

-Erythrocytes, thrombocytes: platelets

- Too few: anemia, can result from excessive blood or developed due to an underlying disease that can affect RBC production

- Too many: polycythemia vera, thickened blood, can lead to multi organ failure

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hemAchromatosis

absorb too much iron; diet, transfusions, genetics

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WBC

- Leukocytes: protect body from infection and give immunity; monocytes, lymphocytes, neutrophils, eosinophils, basophils

- When levels elevate the body is fighting infection

- Too few: leukemia, result from infection or side effect of chemo

- Too many: leukocytosis, inflammation/infection, persistent leukemia

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Homeostasis

equilibrium/balance

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antecubital fossa

- 15-30 degree angle

- Median cubital: #1 preferred choice, most anchored

- Cephalic: easier to palpate in obese PI (thumb side)

- Basilic: close to brachial artery (pinky side)

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Hand vein

- Alot of nerves

- 2-3 angle, up to 10

- Alternate sites: neck, groin, foot

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antigens

substance that triggers an immune response leads to production of antibodies

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antibodies

proteins substance that helps defend the body

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agglutination

when blood types are incompatible (death)

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what should you do if there is an IV in a PI

have a nurse take one out if there are two, and ask the nurse to pause it (wait 3-5 min to draw)

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autologous

self blood donated for yourself

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skin diagnostic test

culture of skin tissue, biopsy of skin, fungal scraping

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NS diagnostic test

CSF sampling, glucose, protein, serotonin, acetylcholine receptor antibodies

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Muscular diagnostic test

lactic acid, cold agglutination, anti-nuclear antibody, creatine kinase, autoimmune

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urinary diagnostic test

- Urinalysis, urine cultures and sensitivity (C&S), 24-hour urine collection, blood kidney function panel, BUN, albumin test, electrolyte panel, kidney or bladder biopsy, urine cytology

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QA

establish policies and guidelines defining safe practices

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QC

-Steps of procedures performed as a part of a QA program

-Phlebotomists check for expired tubes and needles

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CLSI (CLINICAL AND LAB STANDARD INSTITUTE)

-Develop clinical and lab practices to improve quality of medical care

-Also responsible for CE (continuing education)

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PPE

personal and professional equipment

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TJC

- Establishes the standard for hospitals and all other health care facilities (every 3 years)

- NPSG (national patient safety goals) part of a QCI requisition for accreditation

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CLIAC (clinical lab improvement advisory committee)

Provide technical scientific advice and guidance to the CMS

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CAP (College of American Pathologists)

lab inspection every 2 years

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OSHA (occupational safety and health administration)

set safety standards for ALL workplaces

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OSHA inspections

- Complaint inspection: employee files a complaint regarding workplace issue

- Programmed inspection: random

- Fatality or incident inspection: event of accident with 3+ employees hospitalized or fatality occurred

- Imminent danger inspection: (ex, active shooter) least common

- Referral inspection: individual, agency, or source reporting on unsafe working conditions

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What are steps to take following exposure

1. wash affected area 15 min

2. report exposure

3. complete exposure report form

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how long should you flush for an eye splash?

eyewash station, flush 15 min

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what is the protocol for needle sticks?

wash the affected area for 10 sec, report it

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injury log

confidential but kept for 40

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Hepatitus B

Initial: first dose

Second: one month after first dose

Third: 6 months after first dose

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needle gauges

Green: 21

Black: 22

Butterfly: 23

Baby/ turbid vein: 25

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expressed consent

agree verbally/writing

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informed consent

sign written consent form, that they are informed

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parental consent

parent signing consent for minor

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HIV consent

PI signing consent to the test being done, stating that they are aware that the test is being conducted

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steps of venipuncture

1. Verify requisition/ labels

2. Introduce yourself/ verify ID/PI

3. Wash and glove/ gather equipment

4. Tourniquet, assess site; palpate

5. Cleanse area: back and forth

6. Air dry, assemble equipment

7. L hold to anchor, insert needle 15-30 angle

8. Start to collect; pop tourniquet

9. Hover gauze, take out needle

10. Hold pressure for 3-5 min

11. Invert tubes, 180 twist of wrist (8-10 times)

12. Check PI; change the gauze (bandage)

13. Thank PI or send

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causes for difficult draws

- Small, deep, fragile veins

- Dehydration

- Obesity

- Anxiety or needle phobia

- Frequent blood draws

- Poor circulation

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tips for difficult draws

- Warm the site (swell veins)

- Allow arm to hang to side to locate vein

- Uncross legs

- Ask about previous vein sites

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conditions affecting draws

Bruises

Burned or scarred tissue

Collapsing veins

Edema

Infected areas

IV placements

Mastectomy

Rashes

Rolling veins

tattoos

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PI with special needs

- Bariatric (deep vein: pick cephalic)

- Unstable (cannot draw alone)

- Geriatric (delicate, easily bruised and tear)

- Phobia (PI lie down, look away)

- Pediatric (small fragile veins, fear, decrease blood volume = limited)

- Sleeping (wake gently)

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problems during procedure

Syncope: caused by a drop in heart rate and without warning, even with no history

Seizures

Allergic reactions

Petechiae

Hematoma (if occur,

Premature needle draw

Vein valve puncture (needle vibrate)

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vascular steps of healing

Vasoconstriction: initial reaction to the injury is recognized

Platelet plug stage: platelets start to stick and form a temporary plug

Coagulation: stable fibrin clot formed

Fibrinolysis: breakdown of the fibrin clot

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capillary collection steps

1. Position PI

2. Sanitize and glove

3. Select puncture site

4. Cleanse with alcohol

5. Squeeze finger/heel to increase blood flow

6. Use lancet

7. Wipe away first drop of blood

8. Collect blood

9. Dispose lancet

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what are the tube additives?

- EDTA, heparin, Na+ citrate, bind to Ca

- Tubes without additives allow blood to clot and must be centrifuged

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tube labeling

- PI full legal name, DOB, date and time of draw, tech initial

- 2 step verify before leaving the room

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WNL

within normal limits

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MEq/L

milliequivalent per liter

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Mg/dL

miligram per deciliter

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plasma

liquid portion of blood that has ANTIcoag which has prevented it from clotting

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Serum

liquid portion of blood that has clotted and NO LONGER contains clotting factors

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Order of draw

blood culture, light blue, red, gold (sst), green, dark green, lavender, pink gray

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blood cultures (BCx or BC)

Additives: nutrient broth

DPT: microbiology

Common test: culture and sensitivity (C&S)

Inversion: 3-4

Draw the aerobic is drawn first

STAT

Detect bacteremia

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light blue tube

Additive: sodium citrate

Specimen type: plasma

Dpt: Coagulation

Common test: PT/INR, PTT, aPTT, D-dimer

Inversion: 3-4 minimum

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red tube

Additive: none in glass, clot activator is plastic

Specimen type: serum

Dpt: therapeutic drug monitoring (TDM)

Common use: discard tube

Inversion: 5 times if used for testing

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Gold tube (sst)

Additive: silica (clot activator) and thixotropic gel

Specimen type: serum

Dpt: chemistry

Common tests: metabolic panel, lipid panel, CRP, hCG, electrolytes, hepatitis panel, hepatic function panel, renal function panel

Inversion: 5 times

Fill tube completely

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ight green tube (PST)

Additives: lithium heparin w/ or w/o thixotropic gel

Specimen type: plasma

Dpt: chemistry

Common test : STAT chem tests, hCG, electrolytes

Inversion: 8 times

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dark green tube

Additive: sodium heparin

Specimen type: plasma

Dpt: Chemistry

Common tests: lactic acid

Inversion: 8 times

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lavender tube

Additive: K2 EDTA

Specimen type: whole blood or plasma

Dpt: hematology

Common tests: CBC, ESR, H&H, hemoglobin A1c

Inversion: 8 times

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pink tube

Additive: k2 EDTA

Specimen type: whole blood

Dpt: blood bank/immunohematology

Common test: blood typing and cross matching

Inversion: 8 times

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gray top

Additive: sodium fluoride and potassium oxalate

Specimen type: plasma

Dpt: Chemistry

Common tests: glucose, lactic acid, blood alcohol (ETOH)

Inversion: 8 times

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royal blue with RED stripe tube

No additive

Specimen type: serum

Dpt: toxicology

Common tests: trace elements

No inversion

Test for selenium and copper

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royal blue with lavender stripe tube

Additive: K2 EDTA

Specimen type: plasma

Dpt: Chemistry

Common tests: trace elements

Inversion 8 times

Test for zinc, arsenic, lead

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stat

immediate (red labeled border )

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medical emergency

immediate (part of triage) above stat

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timed

draws over a predetermined time

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routine

draws can be done within an 8 hour shift

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fasting

8-12 hour (only water)

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NPO

nothing by mouth incl water

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PO

taken by mouth

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peak lvl

highest conc (drawing)

1 hour given

- stat

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trough lvl

lowest conc (drawing) 15 min b4 next dose given

- timed

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TDM

therapeutic drug monitoring

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diurnal

daily

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what do you have to do for a lactic acid draw

no stasis (tourniquet )

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QNS

quantity not sufficient

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icteric serum

may have to redraw due to yellow discoloration from elevated bilirubin lvls

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hemolyzed serum

may cause a redraw and su a pink or reddish