MICROBIO
PARASITOLOGIC TECHNIQUES — Exam Reviewer Notes
SPC-DRTC Didactics | 1st Rotation: Microbiology
INTRODUCTION
Most parasitic diseases cannot be confirmed by clinical signs and symptoms alone. The parasitology laboratory is essential for:
Confirming diagnosis
Ruling out differentials
Guiding medication choice
Monitoring treatment response
Key concept: Parasites can only be demonstrated during the patent stage of infection. The specimen and technique chosen depend heavily on the parasite's biology and life cycle.
Common specimens used:
Specimen | Notes |
|---|---|
Stool | Most common |
Blood | For blood parasites |
Urine | e.g., Schistosoma haematobium |
Sputum | e.g., Paragonimus ova |
CSF | e.g., Trypanosoma, Naegleria |
Tissue | e.g., biopsy for cysticercosis |
PART 01 — ROUTINE TECHNIQUES
First-line methods. Simple, fast, low-cost. No density-based separation step. Results in minutes. Only a small amount of specimen is examined — light infections can be missed.
1. Direct Fecal Smear (DFS)
Primary target: Motile protozoan trophozoites — also detects cysts, helminth eggs, larvae.
Procedure:
~2 mg stool + drop of 0.85% Normal Saline Solution (NSS)
Apply coverslip and examine
Stains:
Nair's Brilliant Methylene Blue (BMB) — stains trophozoite nuclei
Iodine — highlights cyst nuclei and glycogen
Very small sample (~2 mg) → light infections may be missed
2. Kato Thick Smear
Target: Thick-shelled helminth eggs, especially:
Ascaris lumbricoides
Trichuris trichiura
Procedure:
~50–60 mg of stool placed on a slide
Covered with pre-soaked cellophane (glycerine–malachite green solution)
Must be read within 10–20 minutes
Limitations:
Poor for hookworm eggs (thin-shelled)
Cannot detect protozoa
Not suitable for watery stool
3. Kato-Katz Method
Target: Same as Kato Thick Smear + quantifies infection intensity (EPG — eggs per gram)
Procedure:
Same cellophane method as Kato Thick Smear
Uses a calibrated template to standardize stool volume
Notes:
1% eosin can be added to highlight Schistosoma miracidia
Requires fresh, formed stool only — not liquid or preserved samples
WHO Infection Intensity Classification (Kato-Katz)
Organism | Light | Moderate | Heavy |
|---|---|---|---|
Ascaris lumbricoides | 1–4,999 epg | 5,000–49,999 epg | ≥50,000 epg |
Trichuris trichiura | 1–999 epg | 1,000–9,999 epg | ≥10,000 epg |
Hookworm | 1–1,999 epg | 2,000–3,999 epg | ≥4,000 epg |
Schistosoma mansoni | 1–99 epg | 100–399 epg | ≥400 epg |
Schistosoma japonicum | (same thresholds as S. mansoni) |
4. Cellulose Tape (Scotch Tape) Method
Target:
Enterobius vermicularis eggs (pinworm)
Taenia spp. eggs and proglottids
Procedure:
Sticky side of clear cellulose tape pressed firmly against perianal skin
Mounted sticky-side-down on a glass slide
A drop of toluene or xylene placed under the tape improves visualization
Best collection time: Early morning before bathing, or late at night
Repeat the exam if the first result is negative.
Routine Techniques for Other Clinical Specimens
Specimen | Technique | Target Parasites |
|---|---|---|
Blood | Wet mount; thick smear; thin smear | Microfilariae, trypomastigotes, Plasmodium spp. |
Sputum | Wet mount (saline/iodine) | E. histolytica, migrating larvae, Paragonimus ova |
Urine | Centrifuged sediment | Trichomonas vaginalis, S. haematobium, W. bancrofti |
Tissue aspirate | Liver, duodenal, or cutaneous smear | E. histolytica, Giardia, Strongyloides, Leishmania |
CSF | Centrifuged sediment | Trypanosoma spp., Naegleria |
Tissue biopsy | Muscle or rectal compression smear | Cysticercosis, sparganosis, S. japonicum |
PART 02 — CONCENTRATION TECHNIQUES
Laboratory methods used to increase recovery of intestinal parasites from stool specimens.
Key points:
Based on differences in specific gravity between parasites and concentration solutions
Usually performed using approximately 1 gram of stool
More sensitive than routine direct fecal smear
Clinical importance:
Improves detection of protozoan cysts and helminth eggs
Reduces false-negative results
Removes fecal debris → cleaner microscopic preparations
Increases overall diagnostic accuracy
Recommended for:
Light infections / low parasite burden
Confirming a negative direct smear
Two Governing Principles
Sedimentation | Flotation | |
|---|---|---|
Mechanism | Parasites have higher specific gravity than reagent → sink to bottom after centrifugation | Parasites have lower specific gravity than solution → float to surface |
Slide quality | Debris present | Cleaner slides |
Best for | Heavy eggs recovered efficiently | Protozoan cysts, coccidian oocysts, some nematode eggs |
Examples | Schistosoma, Trichuris, Capillaria, trematodes | Protozoan cysts, coccidian oocysts |
Sedimentation Procedures
Formalin-Ether Concentration Technique (FECT)
10% formalin fixes parasites; ether removes fats
Recovers both helminth eggs & protozoan cysts
Formalin preserves morphology for long-term storage
Ethyl acetate is a safer substitute for ether (though removes less fat)
Gentler, broader recovery
Acid-Ether Concentration Technique (AECT)
40% HCl dissolves albumin; ether dissolves fats
Best for: Trichuris, Capillaria, trematodes, Schistosoma
Recommended for cat and dog stool
Limitations: debris plug loss, protozoan cyst destruction
Stronger recovery but harsher on cysts
Flotation Procedures
Zinc Sulfate Flotation
33% ZnSO₄ solution
Ideal specific gravity: 1.18–1.20
Best for protozoan cysts
High specific gravity distorts cysts
Brine (Saturated NaCl) Flotation
Saturated table-salt solution
No centrifugation needed — eggs rise on their own
Cheap
Shrinks hookworm and Schistosoma eggs
Not useful for operculated eggs (Clonorchis, Opisthorchis, Heterophyids) — these do not float
Sheather's Sugar Flotation
Boiled sugar solution, preserved with phenol
Best for Cryptosporidium, Cyclospora, Cystoisospora
Phase-contrast microscopy improves visualization
PART 03 — COLLECTION & PRESERVATION OF SPECIMENS
Stool Specimen
Container: Clean, wide-mouthed, waxed cardboard or plastic with tight-fitting lid (retains moisture, prevents spillage)
Required labeling information:
Patient's name, age, and sex
Date and time of collection
Requesting physician
Requested procedure
Presumptive diagnosis
Prior infections
Travel history
Factors Affecting Stool Quality
Factor | Key Notes |
|---|---|
Amount needed | Thumb-sized portion if formed; 5–6 tablespoons if watery |
Antibiotics | Can decrease protozoan numbers for several weeks after treatment |
Other drugs (antacids, anti-diarrheals, barium, bismuth, laxatives) | Leave crystalline residue — collect stool 1 week after last dose |
Diarrheic stool | Trophozoites die within 30–60 minutes — examine immediately |
Contamination | Toilet water, urine, or soil can destroy trophozoites |
Temporary storage | Refrigerate at 3–5°C only. Never freeze; never incubate. |
Stool Preservatives
Standard ratio: 1 part stool to 3 parts preservative
Preservative | Best Use/Feature | Key Notes |
|---|---|---|
Formalin | All-purpose fixative | 5% for cysts; 10% for eggs/larvae; paired with FECT |
Schaudinn's Solution | Smear staining prep | Contains toxic mercuric chloride |
Polyvinyl Alcohol (PVA) | Preservation of protozoan cysts and trophozoites for permanent staining | Incorporated into Schaudinn's solution for actual fixation; also contains mercuric chloride |
Merthiolate-Iodine-Formalin (MIF) | Field-friendly wet mount (acts as both preservative and stain) | Poor staining results; iodine must be fresh |
Sodium Acetate-Acetic Acid Formalin (SAF) | No mercuric chloride; long shelf life | Slightly less sharp staining than PVA or Schaudinn's |
Collection of Other Specimens
Perianal Swab
Cellulose (Scotch) tape — sticky side pressed onto perianal skin
Best collected: early morning before bathing, or late at night
Blood
Finger-prick must be free-flowing (prevent dilution with tissue fluid)
Glass slides must be clean and grease-free
For low parasite density: venous blood drawn and concentrated (e.g., Knott's concentration, membrane filtration)
Sputum
Best specimen: first morning sputum
If patient cannot expectorate: induce with 10% NaCl or hydrogen peroxide
Collect in disposable, impermeable, tightly covered container — send immediately
Urine
Best specimen: first morning urine (allows overnight concentration)
Sample is centrifuged and sediment examined
Tissue Aspirates
Liver — aspirate from the margin/wall of the abscess, not the necrotic center
Duodenal — via intestinal intubation or the Entero (String) Test
Cutaneous — sterile needle aspirate taken below the ulcer bed
CSF & Tissue Biopsy
CSF — collect and examine immediately; centrifuge at 7,000g for 10 min
Muscle biopsy — small pieces pressed between two glass slides
Rectal biopsy — most common biopsy type submitted
QUICK SUMMARY COMPARISON TABLE — Routine Techniques
Method | Specimen Amount | Target | Key Limitation |
|---|---|---|---|
Direct Fecal Smear | ~2 mg | Motile trophozoites (primary) | Misses light infections |
Kato Thick Smear | 50–60 mg | Thick-shelled helminth eggs | No protozoa; not for liquid stool |
Kato-Katz | 50–60 mg + template | Same as Kato + EPG quantification | Fresh formed stool only |
Cellulose Tape | Perianal skin | Enterobius, Taenia | Must repeat if negative |
QUICK SUMMARY — Concentration Techniques
Method | Type | Best For | Caveats |
|---|---|---|---|
FECT | Sedimentation | Helminth eggs + protozoan cysts | Ether flammable; ethyl acetate is safer substitute |
AECT | Sedimentation | Trichuris, Capillaria, trematodes, Schistosoma; cat/dog stool | Destroys protozoan cysts |
Zinc Sulfate | Flotation | Protozoan cysts | Distorts cysts at high SG |
Brine | Flotation | General helminth eggs | Shrinks hookworm/schistosome eggs; no operculated eggs |
Sheather's Sugar | Flotation | Cryptosporidium, Cyclospora, Cystoisospora | Use phase-contrast microscopy |
Sources: Belizario VY Jr, de Leon WU, eds. Medical Parasitology in the Philippines. 3rd ed. UP Press; 2013. / de Leon WU. Chapter 7: Diagnostic Parasitology.