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.