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Preface

Phlebotomy Essentials, fifth edition, was written for all who want to correctly and safely practice phlebotomy. The authors have over 70 years of combined experience in laboratory sciences, phlebotomy program direction, and teaching many different levels and diverse populations of phlebotomy students. As with previous editions, the goal of Phlebotomy Essentials, fifth edition, is to provide accurate, up-to-date, and practical information and instruction in phlebotomy procedures and techniques along with a comprehensive background in phlebotomy theory and principles. It is appropriate for use as an instructional text or as a reference for those who wish to update their skills or study for national certification.

Organization

Much care has been taken to present the material in a clear and concise manner that encourages learning and promotes comprehension. A good deal of time was spent organizing and formatting the information into a logical and student-friendly reading style in an order that allows the reader to build on information from previous chapters.

The book is divided into four units. Unit I, The Healthcare Setting, presents a basic description of the healthcare system and the role of the phlebotomist within it. Major topics include communication skills, healthcare financing and delivery with an emphasis on clinical laboratory services, quality assurance and legal issues and their relationship to the standard of care, and comprehensive instruction in infection control and safety.

Unit II, Overview of the Human Body, provides a foundation in medical terminology and a basic understanding of each of the body systems, including associated disorders and diagnostic tests. An entire chapter is devoted to the circulatory system, with special emphasis on the vascular system, including blood vessel structure, vascular anatomy of the arm, and blood composition.

Unit III, Blood Collection Procedures, describes phlebotomy equipment (including the latest safety equipment and order of draw) and proper procedures and techniques for collecting venipuncture and capillary specimens based upon the latest CLSI standards. Also included is an extensive explanation of preanalytical variables, complications, and procedural errors associated with blood collection.

Unit IV, Special Procedures, offers information and instruction on how to handle special blood and nonblood specimen collections and the latest in point-of care instruments and testing. Routine and special handling and processing of specimens, with an emphasis on the latest rules of safety, are included in this section. Covered in this unit is an overview of the Laboratory Information System (LIS)—how it supports the laboratory process and is used by the phlebotomist in specimen collection. Also included is a discussion of nonblood specimens and testing information, which can be an important part of the phlebotomist’s responsibilities, as well as arterial puncture for those phlebotomists who do ABGs or who anticipate advancing beyond venous collection.

The appendices give readers ready access to helpful supplementary information as they progress through the text.

• Appendix A is an alphabetical list of laboratory tests including specimen type, handling considerations, and the department that does the testing. Not only does this help readers categorize the many different tests performed by a laboratory, but it also provides practice in using a reference manual.

• Appendix B, Laboratory Math, provides a quick review and reference for certain calculations that may be needed but are not always used enough to have been committed to memory.

• English to Spanish translation of conversational phrases, including phonetic Spanish pronunciation guidelines, found in Appendix C can help non–Spanish-speaking phlebotomists provide safe and appropriate directions to patients who speak only Spanish.

• Appendix D identifies conditions that require work restrictions for healthcare workers, a quick reference that can help phlebotomists learn when and how to protect themselves and others from infection.

• Appendix E, Answers to Study and Review Questions and Case Studies, allows readers to check their answers, reinforcing the material and assuring that they have learned it correctly.

• Appendix F gives the reader immediate access to tube guides from two leading manufacturers for a quick reference and colorful way to learn by association.

There are many technical and specialized terms associated with healthcare in general and phlebotomy in particular. The extensive updated and alphabetically arranged glossary makes the meanings of unfamiliar terms within easy reach.

Features

The fifth edition includes various features meant to help the reader learn and retain the information in Phlebotomy Essentials.

• Key Terms and Objectives open each chapter and help students recognize the important terms and concepts that they will come across in reading the chapter.

• Consistently organized step-by-step Procedures, with an explanation or rationale for each step, assist the student in learning and understanding phlebotomy techniques.

• Key Points emphasize important concepts to enhance student learning.

• Cautions highlight critical information to help students identify and avoid dangerous practices.

• FYIs are interesting notes and fun facts that will enhance practical application of the information.

• Memory Joggers offer a proven way to help students remember important information.

• Study and Review Questions at the end of each chapter provide a review of each chapter’s content.

• Case studies at the end of each chapter bring concepts to life and enhance critical thinking skills.

• A Media Menu at the end of each chapter points out online student resources available for that chapter.

• Book Icons throughout the text refer readers to the Student Workbook for Phlebotomy Essentials and the Phlebotomy Exam Review, for further opportunities to enrich their learning (available for separate purchase).

• Online Icons throughout the text refer readers to corresponding videos and animations on the book’s companion Web site, which bring the content to life (see “Additional Resources,” below, for more information).

The content of this new edition of Phlebotomy Essentials was designed in accordance with applicable National Accrediting Agency for Clinical Laboratory Science (NAACLS) competencies.

Procedures have been written to conform to the latest OSHA safety regulations and, wherever applicable, standards developed by the CLSI.

Additional Resources

Phlebotomy Essentials, fifth edition, includes additional resources for both instructors and students that are available on the book’s companion Web site at http://thepoint.lww.com/McCall5e.

INSTRUCTORS

Approved adopting instructors will be given access to the following additional resources:

• Lesson Plans

• Critical Thinking Questions

• Brownstone Test Generator

• Image Collection

• All the appendixes from the book

• PowerPoint Slides with Images and Tables

• WebCT-/Blackboard-Ready Cartridges

• Signature Papers (i.e., HIPAA/confidentiality forms, blood-borne pathogen statements, assumption-of-risk form, health declaration form)

• Log Examples

• Lab Skills Evaluation Checklists (i.e., venipuncture, skin puncture, special test procedures)

• Phlebotomy Program Pre-test and Post-test and their answer keys

STUDENTS

Students who have purchased Phlebotomy Essentials, fifth edition, have access to the following additional resources:

• New to the fifth edition, interactive games and exercises offer a fun way to study and review. Exercise types include Look and Label, Zooming In, Word Building, Body Building, Roboterms, Interactive Crossword Puzzles, Quiz Show, and Concentration.

• 23 videos, including 10 that are new to the fifth edition

• 17 animations, including 12 that are new to the fifth edition

• Audio flash cards and, new to the fifth edition, a flash card generator

• An audio glossary, new to the fifth edition

In addition, purchasers of the text can access the searchable Full Text On-line by going to the Phlebotomy Essentials, fifth edition Web site at http://thepoint.lww.com/McCall5e. See the inside front cover of this text for more details, including the passcode you will need to gain access to the Web site.

Related Titles

The authors of this textbook have created the following two titles, available for separate purchase, that correspond to Phlebotomy Essentials, fifth edition, to create an ideal study package for phlebotomy training programs. Each corresponds to this main textbook in chapter sequence.

• The companion workbook (McCall R, Tankersley C. Student Workbook for Phlebotomy Essentials, 5th ed., available for separate purchase) provides students with chapter-bychapter exercises to reinforce text material, assessment tools to evaluate their skills, realistic scenarios to gauge their grasp of key concepts, and skills logs to chart their progress. The workbook includes key terms matching exercises, chapter review questions,

crossword puzzles, skill and knowledge drills, requisition activities, case studies, and procedure evaluation forms.

• The companion exam review book (McCall R, Tankersley C. Phlebotomy Exam Review, 4th ed., available for separate purchase) prepares students for all the national certification exams in phlebotomy.

Acknowledgments

The authors wish to express their gratitude to the many individuals who gave of their time, talent, and expertise to make this edition of Phlebotomy Essentials current and accurate. In particular, we would like to thank Jane Adrian, David Berg, Theresa McGillvray-Dodd, Joyce Hall, Maureane Hoffman, Glenda Hiddessen, Bob Kaplanis, Scott Leece, Jeri Litteral, Charez Norris, Mary Robitaille, Phil Tate, and Janet Vittori.

In addition we would like to thank animator Mark Flanders, illustrator Christine Vernon, photographer Bruce Knapus, videographer Michael Norde, and all who played a role in the latest videos, including Jim Gregory, Lynette Hales, Nancy Jefferys, Bruce Knaphus, Patty Lewis, April Meyers, Flavia Pradolin, Donald Pryor, and Maura Smith.

Finally, we would like to thank Acquisitions Editor Pete Sabatini and the production and editorial staff at Lippincott Williams & Wilkins, especially those with whom we worked most closely, with an extra special thank you to Senior Product Manager Meredith Brittain for her patience, support, and dedication to this endeavor.

RUTH E. McCALL
CATHEE M. TANKERSLEY

User’s Guide

Phlebotomy Essentials is designed for anyone wanting to correctly and safely practice phlebotomy. This User’s Guide shows you how to put the features of this book to work for you.

Chapter Opening Elements

Each chapter begins with the following elements to introduce the material and help make your experience consistent!

CHAPTER 1

Past and Present and The Healthcare Setting

KEY TERMS are listed at the beginning of each chapter and defined in the glossary.

KEY TERMS Do the Matching Exercises in the WORKBOOK to gain familiarity with these terms.

OBJECTIVES provide a quick overview of content to be covered.

OBJECTIVES Upon successful completion of this chapter, the reader should be able to:

1 Define the key terms and abbreviations listed at the beginning of this chapter.

2 Describe the evolution of phlebotomy and the role of the phlebotomist in today’s healthcare setting.

3 Describe the traits that form the professional image and identify national organizations that support professional recognition of phlebotomists.

4 Describe the basic concepts of communication as they relate to healthcare and how appearance and nonverbal messages affect the communication process.

5 Describe proper telephone protocol in a laboratory or other healthcare setting.

6 Demonstrate an awareness of the different types of healthcare settings.

7 Compare types of third-party payers, coverage, and methods of payment to the patient, provider, and institutions.

8 Describe traditional hospital organization and identify the healthcare providers in the inpatient facility.

9 List the clinical analysis areas of the laboratory and the types of laboratory procedures performed in the different areas.

10 Describe the different levels of personnel found in the clinical laboratory and how Clinical Laboratory Improvement Amendment regulations affect their job descriptions.

Special Features

Unique chapter features draw your attention to crucial material and heighten your comprehension and retention of information.

CAUTION BOXES alert you to potential mistakes and problems so you can avoid them! KEY POINTS help you to identify and retain important concepts.

ICONS THROUGHOUT THE TEXT refer readers to the McCall/Tankersley workbook and exam review texts for further opportunities to enrich their learning.

MEMORY JOGGERS help you to learn and recall key tips and facts long into your practice.

FYI BOXES offer interesting and relevant information.

TABLES give you important information in an easy-to-understand format.

ONLINE ICONS direct you to informative videos and animations on the book’s companion website at http://thepoint.lww.com/McCall5e that bring material to life.

PROCEDURES present you with easy-to-follow steps with explanations.

Chapter Closing Elements

Each chapter closes with the following elements to help you study and test your knowledge of what you’ve learned:

STUDY AND REVIEW QUESTIONS provoke thought and help test your comprehension of each chapter’s major concepts.

CASE STUDIES Enhance critical thinking skills and show how to apply concepts in the real world.

MEDIA MENUS point out online student resources available for that chapter.

Additional Learning Resources

In addition to the helpful tools outlined here, you also have access to a variety of free resources at http://thepoint.lww.com/McCall5e designed to help make learning exciting and effective. These include:

• Interactive games and exercises that offer a fun way to study and review. Exercise types include Look and Label, Word Building, Body Building, Roboterms, Interactive Crossword Puzzles, Quiz Show, and Concentration.

• 23 videos and 17 animations that illustrate important procedures and concepts

• Audio flash cards, flash card generator, and audio glossary

• Fully searchable Full Text Online

Reviewers

Carol Abshire, MLT, BGS

Laboratory Manager/Coordinator

Arts & Science

Lamar State College—Orange Orange, Texas

Diana Alagna, RN, RMA

Program Director

Medical Assisting Branford Hall Career Institute Southington, Connecticut

David E. Berg, MS, FAHA Director, Arizona Research Foundation Phoenix, Arizona

Judith Blaney, AMT, MCLS

Phlebotomy Internship Coordinator

Allied Health Department

Manchester Community College Manchester, New Hampshire

Gerry Brasin, AS, CMA (AAMA), CPC Coordinator Education/Compliance

Premier Education Group Springfield, Massachusetts

Marilyn Braswell, BA, MT (ASCP), SBB

Phlebotomy Instructor

Healthcare Continuing Education

Central Piedmont Community College Charlotte, North Carolina

Lou Brown, BS, MT (ASCP), CMA (AAMA)

Program Director

Medical Assisting and Phlebotomy

Wayne Community College Goldsboro, North Carolina

Mary Ellen Brown, CMA (AAMA), PBT (ASCP) Instructor

Medical Assisting Department Lincoln Technical Institute

Hamden, Connecticut

Susen Edwards, MA Program Coordinator

Allied Health

Middlesex County College Edison, New Jersey

Nancy Feulner, MS Ed Program Coordinator

Health Science College of DuPage Glen Ellyn, Illinois

Tammy Gallagher, BS, MT

Medical Technologist

Butler County Community College Butler, Pennsylvania

Kathi Gilmore, AS Master Instructor

Medical Assisting Remington College, Nashville Campus Nashville, Tennessee

Joyce Hall, C (ASCP) Laboratory Administrative Manager

John C. Lincoln—North Mountain Phoenix, Arizona

Andrea T. Harper, MS, MLS (ASCP)

Adjunct Faculty Phlebotomy Instructor

Manchester Community College Manchester, New Hampshire

Nancy Heldt, MS, MT (ASCP)

Professor of Medical Laboratory Technology

Division of Science and Health Careers

Oakton Community College Des Plaines, Illinois

Claudia N. Hewlett, AS

Senior MA Lead Instructor

Allied Health Remington College Memphis, Tennessee

Maureane Hoffman, MD, PhD Professor Pathology

Duke University Medical Center Durham, North Carolina

Carol Itatani, PhD, MS, MT (ASCP)

Professor

Department of Biological Sciences

California State University, Long Beach Long Beach, California

Cherika de Jesus, CMA/AAMA

Lead Medical Assistant Chair

Medical Assistant

Globe University Minnesota School of Business

Brooklyn Center, Minnesota

Paula Furlan Kimball, MS, MLT, AHI

Assistant Master Technical Instructor

Department of Allied Health—MLT Program

University of Texas at Brownsville and Texas Southmost College Brownsville, Texas

Robin Gaynor Krefetz, M.Ed

MLS (ASCP) PBT

CLT and Phlebotomy Program

Director

Community College of Philadelphia Philadelphia, Pennsylvania

Tanya O. Mace, MSN, RN, PBT (ASCP)

Program Director Nursing and Phlebotomy

Brunswick Community College Supply, North Carolina

James R. McGee, MA, MT (ASCP)

Instructor, Phlebotomy Training and Exploring Medical Language

Retired, Part Time Instructor

Healthcare Continuing Education Central Piedmont Community College

Charlotte, North Carolina

D. Gayle Melberg, MS, MT (ASCP)

Adjunct Faculty

Medical Laboratory Technician

J. Sargeant Reynolds Community College Richmond, Virginia

Cheryl Milish, AAS Instructor

Allied Health

Southwestern College Florence, Kentucky

Judith Miller, BS, MT (ASCP)

Clinical Coordinator

Medical Laboratory Technician Program

Barton County Community College Great Bend, Kansas

Lane Miller, MBA/HCM

Director

Continuing Education Medical Careers Institute

Virginia Beach, Virginia

Michael Murphy, CMA (AAMA) Program Coordinator

Berdan Institute at The Summit Medical Group Union, New Jersey

Sonja Nehr-Kanet, MS, MLS (ASCP)

CLS Program Director/Clinical Associate Professor Clinical/Medical Laboratory Science Program

Idaho State University Meridian, Idaho

Charez Norris, RRT

Clinical Educator, Respiratory Services

John C. Lincoln—North Mountain Phoenix, Arizona

Robert Plick, RMA, RPT, CET, BS

American Heart Association CPR Instructor

9 Health Fair Phlebotomy Task Force

Externship and Community Affairs Coordinator, Medical Instructor

Medical Instructor, Medical Lab Assistant/Phlebotomist and Associate Minister Church of Christ Education Department

Alta/Westwood College Denver, Colorado

Pamela B. Primrose, PhD, MT (ASCP)

Professor and Program Chair Medical Laboratory Technology/ Phlebotomy

School of Health Sciences

Ivy Tech Community College South Bend, Indiana

Debbie Reasoner, (NHA)-CPT-CHI

Director and Instructor

Phlebotomy/Lab Assistant West Coast Phlebotomy, Inc. Oregon City, Oregon

Mary Robitaille, BS, MT (ASCP)

Phlebotomy Instructor

CNM Community College

Albuquerque, New Mexico

Mary E. Stassi, RN-BC

Health Occupations Coordinator

St. Charles Community College

Cottleville, Missouri

Philip Tate, DA

Author, Seeley’s Principles of Anatomy and Physiology, 2010 Lubbock, Texas

Scott Tharpe, CLS (CA), MT

Program Director, Clinical Laboratory Sciences

Health Science

Saddleback College

Mission Viejo, California

Marie Thomas, CLT, CMA

Clinical Instructor/Lead

Medical Assisting Berdan Institute

Wayne, New Jersey

Barbara Vaiden, BS, MT (ASCP)

Supervisor

Phlebotomy

OSF Saint Anthony Medical Center Rockford, Illinois

Janet Vittori, BS, MT (ASCP)

Point-of-Care Testing Coordinator

Laboratory Supervisor

John C Lincoln Hospital—North Mountain Phoenix, Arizona

APPENDIX A

Laboratory Tests 477

APPENDIX B

Laboratory Mathematics 487

APPENDIX C

Conversational Phrases in English and Spanish 493

APPENDIX D

Work Restrictions for Healthcare Employees 495

APPENDIX E

Answers to Study & Review Questions and Case Studies 497

APPENDIX F

Tube Guides 503

GLOSSARY 507

Index 523

Detailed Contents

About the Authors iv

Preface vi

User’s Guide x Reviewers xiv

Brief Contents xvi

List of Procedures xxviii

UNIT I THE HEALTHCARE SETTING 1

1 Past and Present and The Healthcare Setting 3

KEY TERMS 3

OBJECTIVES 3

PHLEBOTOMY: A HISTORICAL PERSPECTIVE 4

PHLEBOTOMY TODAY 6

The Changing Role of the Phlebotomist in the Emerging Healthcare Environment 6 Official Recognition 7

Patient–Client Interaction 8

Communication Skills 12

THE HEALTHCARE SETTING 16

Healthcare Delivery 16

Healthcare Financing 18

The Changing Healthcare System 20

Organization of Hospital Services 21

Clinical Laboratory Services 23

Clinical Laboratory Personnel 33

Clinical Laboratory Improvement Act 34

STUDY AND REVIEW QUESTIONS 35

CASE STUDIES 36

BIBLIOGRAPHY AND SUGGESTED READINGS 36

MEDIA MENU 37

2 Quality Assurance and Legal Issues 39

KEY TERMS 39

OBJECTIVES 39

QUALITY ASSURANCE IN HEALTHCARE 40

National Standard and Regulatory Agencies 40

Quality Assurance in Phlebotomy 43

Areas of Phlebotomy Subject to Quality Assessment 46

Documentation 49

Risk Management 52

LEGAL ISSUES 54

Tort 55

Malpractice Insurance 57

Avoiding Lawsuits 57

Patient Consent 57

The Litigation Process 59

Legal Cases Involving Phlebotomy Procedures 59

STUDY AND REVIEW QUESTIONS 60

CASE STUDIES 61

BIBLIOGRAPHY AND SUGGESTED READINGS 62

MEDIA MENU 62

3 Infection Control, Safety, First Aid, and Personal Wellness 63

KEY TERMS 63

OBJECTIVES 63

INFECTION CONTROL 64

Infection 64

The Chain of Infection 65

Breaking the Chain of Infection 69

Infection-Control Programs 69

Infection Control Methods 70

Isolation Procedures 75

SAFETY 80

Biosafety 81

Electrical Safety 88

Radiation Safety 92

Chemical Safety 93

FIRST AID 98

External Hemorrhage 98

Shock 98

Cardiopulmonary Resuscitation and Emergency Cardiovascular Care 99

PERSONAL WELLNESS 99

Personal Hygiene 100

Proper Nutrition 100

Rest and Exercise 100

Back Protection 101

Stress Management 102

STUDY AND REVIEW QUESTIONS 102

CASE STUDIES 103

BIBLIOGRAPHY AND SUGGESTED READINGS 103

MEDIA MENU 104

UNIT II OVERVIEW OF THE HUMAN BODY 105

4 Medical Terminology 107

KEY TERMS 107

OBJECTIVES 107

WORD ROOTS 108

PREFIXES 108

SUFFIXES 109

COMBINING VOWELS/FORMS 110

DISCREPANCIES IN THE CLASSIFICATION OF WORD ELEMENTS 111

UNIQUE PLURAL ENDINGS 112

PRONUNCIATION 112

ABBREVIATIONS AND SYMBOLS 112

THE JOINT COMMISSION‘S “DO NOT USE” LIST 112

STUDY AND REVIEW QUESTIONS 118

CASE STUDIES 118

BIBLIOGRAPHY AND SUGGESTED READINGS 119

MEDIA MENU 119

5 Human Anatomy and Physiology Review 121

KEY TERMS 121

OBJECTIVES 121

BODY POSITIONS 122

Anatomic Position 122

Other Positions 122

BODY PLANES 122

BODY DIRECTIONAL TERMS 123

BODY CAVITIES 123

BODY FUNCTIONS 125

Homeostasis 125

Metabolism 125

BODY ORGANIZATION 126

Cells 126

Tissues 127

Organs 128

BODY SYSTEMS 128

Skeletal System 128

Muscular System 129

Integumentary System 131

Nervous System 135

Endocrine System 137

Digestive System 141

Reproductive System 143

Urinary System 144

Respiratory System 146

STUDY AND REVIEW QUESTIONS 151

CASE STUDIES 151

BIBLIOGRAPHY AND SUGGESTED READINGS 152

MEDIA MENU 152

6 The Circulatory System 153

KEY TERMS 153

OBJECTIVES 153

THE HEART 154

Heart Structure 154

Heart Function 157

Heart Disorders and Diagnostic Tests 160

THE VASCULAR SYSTEM 161

Functions 161

Structures 161

Blood Vessel Structure 163

The Flow of Blood 166

Phlebotomy-Related Vascular Anatomy 166

Vascular System Disorders and Diagnostic Tests 170

THE BLOOD 170

Blood Composition 170

Blood Type 174

Blood Specimens 175

Blood Disorders and Diagnostic Tests 177

HEMOSTASIS AND COAGULATION 177

Coagulation Factors and Pathways 177

The Role of Thrombin 180

The Hemostatic Process In Vivo 181

The Role of the Liver in Hemostasis 184

Hemostatic Disorders and Diagnostic Tests 184

THE LYMPHATIC SYSTEM 184

Functions 184

Structures 185

Lymph Flow 185

Lymphatic System Disorders and Diagnostic Tests 186

STUDY AND REVIEW QUESTIONS 187

CASE STUDIES 188

BIBLIOGRAPHY AND SUGGESTED READINGS 188

MEDIA MENU 188

UNIT III BLOOD COLLECTION PROCEDURES 189

7 Blood Collection Equipment, Additives, and Order of Draw 191

KEY TERMS 191

OBJECTIVES 191

GENERAL BLOOD COLLECTION EQUIPMENT AND SUPPLIES 192

Blood-Drawing Station 192

Phlebotomy Chairs 192

Equipment Carriers 193

Gloves and Glove Liners 194

Antiseptics 194

Disinfectants 195

Hand Sanitizers 195

Gauze Pads/Cotton Balls 196

Bandages 196

Needle and Sharps Disposal Containers 197

Biohazard Bags 197

Slides 197

Pen 197

Watch 197

VENIPUNCTURE EQUIPMENT 198

Vein-Locating Devices 198

Tourniquet 198

Needles 200

Evacuated Tube System 202

NEEDLE AND HOLDER UNITS 205

Syringe System 210

Winged Infusion Set 212

Combination Systems 213

BLOOD COLLECTION ADDITIVES 213

Anticoagulants 215

Special-Use Anticoagulants 218

Antiglycolytic Agents 218

Clot Activators 219

Thixotropic Gel Separator 219

Trace Element–Free Tubes 220

ORDER OF DRAW 220

Carryover/Cross-Contamination 220

Tissue Thromboplastin Contamination 222

Microbial Contamination 222

STUDY AND REVIEW QUESTIONS 223

CASE STUDIES 223

BIBLIOGRAPHY AND SUGGESTED READINGS 224

MEDIA MENU 224

8 Venipuncture Procedures 225

KEY TERMS 225

OBJECTIVES 225

VENIPUNCTURE STEPS 226

Step 1: Review and Accession Test Request 226

Receipt of the Test Request 228

Reviewing the Requisition 229

Step 2: Approach, Identify, and Prepare Patient 229

Step 3: Verify Diet Restrictions and Latex Sensitivity 237

Step 4: Sanitize Hands 238

Step 5: Position Patient, Apply Tourniquet, and Ask Patient to Make a Fist 239

Step 6: Select Vein, Release Tourniquet, and Ask Patient to Open Fist 240

Step 7: Clean and Air-Dry the Site 244

Step 8: Prepare Equipment and Put on Gloves 246

Step 9: Reapply Tourniquet, Uncap and Inspect Needle 247

Step 10: Ask Patient to Remake a Fist, Anchor Vein, and Insert Needle 247

Step 11: Establish Blood Flow, Release Tourniquet, and Ask Patient to Open Fist 249

Step 12: Fill, Remove, and Mix Tubes in Order of Draw or Fill Syringe 250

Step 13: Place Gauze, Remove Needle, Activate Safety Feature, and Apply Pressure 251

Step 14: Discard Collection Unit, Syringe Needle, or Transfer Device 252

Step 15: Label Tubes 252

Step 16: Observe Special Handling Instructions 253

Step 17: Check Patient’s Arm and Apply Bandage 253

Step 18: Dispose of Contaminated Materials 253

Step 19: Thank Patient, Remove Gloves, and Sanitize Hands 253

Step 20: Transport Specimen to the Lab 254

ROUTINE ETS VENIPUNCTURE 254

BUTTERFLY PROCEDURE 262

SYRINGE VENIPUNCTURE PROCEDURE 265

PROCEDURE FOR INABILITY TO COLLECT SPECIMEN 265

PEDIATRIC VENIPUNCTURE 270

Challenges 270

Dealing With Parents or Guardians 271

Dealing With the Child 271

Pain Interventions 272

Selecting a Method of Restraint 272

Equipment Selection 273

Procedures 273

GERIATRIC VENIPUNCTURE 273

Challenges 273 Safety Issues 276

Patients in Wheelchairs 276

Blood-Collection Procedures 277

DIALYSIS PATIENTS 278

LONG-TERM CARE PATIENTS 278

HOME CARE PATIENTS 279

HOSPICE PATIENTS 279

STUDY AND REVIEW QUESTIONS 279

CASE STUDIES 281

BIBLIOGRAPHY AND SUGGESTED READINGS 282

MEDIA MENU 282

9 Preanalytical Considerations 283

KEY TERMS 283

OBJECTIVES 283

REFERENCE RANGES/INTERVALS 284

BASAL STATE 284

PHYSIOLOGICAL VARIABLES 284

Altitude 285

Dehydration 285

Diet 285

Diurnal/Circadian Variations 287

Drug Therapy 287

Exercise 288

Fever 288

Gender 288

Intramuscular Injection 288

Jaundice 289

Position 289

Pregnancy 290

Smoking 290

Stress 290

Temperature and Humidity 290

PROBLEM SITES 291

Burns, Scars, and Tattoos 291

Damaged Veins 291

Edema 291

Hematoma 291

Mastectomy 291

Obesity 292

VASCULAR ACCESS DEVICES (VADS) AND SITES 293

Arterial Line 293

Arteriovenous Shunt, Fistula, or Graft 293

Blood Sampling Device 293

Heparin or Saline Lock 296

Intravenous Sites 296

Previously Active IV Sites 297

Central Vascular Access Devices 297

PATIENT COMPLICATIONS AND CONDITIONS 300

Allergies to Equipment and Supplies 300

Excessive Bleeding 301

Fainting 301

Nausea and Vomiting 303

Pain 303

Petechiae 303

Seizures/Convulsion 304

PROCEDURAL ERROR RISKS 304

Hematoma Formation 304

Iatrogenic Anemia 305

Inadvertent Arterial Puncture 305

Infection 306

Nerve Injury 306

Reflux of Additive 306

Vein Damage 307

SPECIMEN QUALITY CONCERNS 307

Hemoconcentration 307

Hemolysis 308

Partially Filled Tubes 309

Specimen Contamination 311

Wrong or Expired Collection Tube 311

TROUBLESHOOTING FAILED VENIPUNCTURE 311

Tube Position 311

Needle Position 311

Collapsed Vein 314

Tube Vacuum 315

STUDY AND REVIEW QUESTIONS 315

CASE STUDIES 316

BIBLIOGRAPHY AND SUGGESTED READINGS 317

MEDIA MENU 317

10 Capillary Puncture Equipment and Procedures 319

KEY TERMS 319

OBJECTIVES 319

CAPILLARY PUNCTURE EQUIPMENT 320

Lancets/Incision Devices 320

Laser Lancets 320

Microcollection Containers 320

Microhematocrit Tubes and Sealants 322

Capillary Blood Gas Equipment 323

Microscope Slides 324

Warming Devices 324

CAPILLARY PUNCTURE PRINCIPLES 324

Composition of Capillary Specimens 324

Reference Values 325

Indications for Capillary Puncture 325

Tests That Cannot Be Collected by Capillary Puncture 325

Order of Draw 326

CAPILLARY PUNCTURE STEPS 326

Step 1: Review and Accession Test Request 326

Step 2: Approach, Identify, and Prepare Patient 326

Step 3: Verify Diet Restrictions and Latex Sensitivity 326

Step 4: Sanitize Hands and Put on Gloves 326

Step 5: Position Patient 326

Step 6: Select the Puncture/Incision Site 326

Step 7: Warm the Site if Applicable 329

Step 8: Clean and Air-Dry Site 330

Step 9: Prepare Equipment 330

Step 10: Puncture the Site and Discard Lancet 330

Step 11: Wipe Away the First Blood Drop 331

Step 12: Fill and Mix Tubes/Containers in Order of Draw 331

Step 13: Place Gauze and Apply Pressure 332

Step 14: Label Specimen and Observe Special Handling Instructions 332

Step 15: Check the Site and Apply Bandage 332

Step 16: Dispose of Used and Contaminated Materials 333

Step 17: Thank Patient, Remove Gloves, and Sanitize Hands 333

Step 18: Transport Specimen to the Lab 333

CAPILLARY PUNCTURE PROCEDURES 333

SPECIAL CAPILLARY PUNCTURE PROCEDURES 340

Capillary Blood Gases 340

Neonatal Bilirubin Collection 341

Newborn/Neonatal Screening 343

Routine Blood Film/Smear Preparation 348

Thick Blood Smear Preparation 351

STUDY AND REVIEW QUESTIONS 352

CASE STUDIES 353

BIBLIOGRAPHY AND SUGGESTED READINGS 353

MEDIA MENU 354

UNIT IV SPECIAL PROCEDURES 355

11 Special Collections and Point-of-Care Testing 357

KEY TERMS 357

OBJECTIVES 357

SPECIAL PROCEDURES 358

Blood Bank Specimens 358

Type, Screen, and Cross-Match 360

Blood Donor Collection 360

Blood Cultures 362

Antimicrobial Neutralization Products 371

Coagulation Specimens 372

2-Hour Postprandial Glucose 372

Glucose Tolerance Test 372

Lactose Tolerance Test 375

Paternity/Parentage Testing 375

Therapeutic Drug Monitoring 376

Therapeutic Phlebotomy 377

Toxicology Specimens 378

Trace Elements 380

POINT-OF-CARE TESTING 381

Quality and Safety in Point-of-Care Testing 381

Coagulation Monitoring by POCT 383

Arterial Blood Gases and Electrolytes 389

Multiple-Test-Panel Monitoring by POCT 390

Other Tests Performed by POCT 392

STUDY AND REVIEW QUESTIONS 407

CASE STUDIES 407

BIBLIOGRAPHY AND SUGGESTED READINGS 408

MEDIA MENU 409

12 Computers and Specimen Handling and Processing

KEY TERMS 411

OBJECTIVES 411

COMPUTERIZATION IN HEALTHCARE 412

Computer Networks 413

Computer Components 413

Elements of the Computer 414

Laboratory Information System (LIS) 415

General Laboratory Computer Skills 420

Computerized Analyzers 420

Interfacing 420

Connectivity Industry Consortium (CIC) 421

Computerization Trends 421

SPECIMEN HANDLING 421

Routine Handling 422

Special Handling 425

SPECIMEN PROCESSING 426

Specimen Suitability 427

Centrifugation 428

Aliquot Preparation 431

STUDY AND REVIEW QUESTIONS 432

CASE STUDY 433

BIBLIOGRAPHY AND SUGGESTED READINGS 434

MEDIA MENU 434

13 Nonblood Specimens and Tests 435

KEY TERMS 435

OBJECTIVES 435

NONBLOOD SPECIMEN LABELING AND HANDLING 436

NONBLOOD BODY-FLUID SPECIMENS 436

Urine 436

Amniotic Fluid 444

Cerebrospinal Fluid 444

Gastric Fluid/Gastric Analysis 445

Nasopharyngeal Secretions 445

Saliva 445

Semen 445

Serous Fluid 445

Sputum 446

Sweat 446

Synovial Fluid 447

411

OTHER NONBLOOD SPECIMENS 447

Buccal Swabs 447

Bone Marrow 447

Breath Samples 448

Feces (Stool) 449

Hair 449

Throat Swabs 450

Tissue Specimens 450

STUDY AND REVIEW QUESTIONS 451

CASE STUDY 452

BIBLIOGRAPHY AND SUGGESTED READINGS 452

MEDIA MENU 453

14 Arterial Puncture Procedures 455

KEY TERMS 455

OBJECTIVES 455

ABGS 456

PERSONNEL WHO PERFORM ARTERIAL PUNCTURE 457

SITE-SELECTION CRITERIA 457

ARTERIAL PUNCTURE SITES 458

The Radial Artery 458

The Brachial Artery 460

The Femoral Artery 460

Other Sites 461

ABG SPECIMEN COLLECTION 461

Test Requisition 461

Equipment and Supplies 462

Patient Preparation 464

Radial ABG Procedure 467

ABG Collection from Other Sites 472

HAZARDS AND COMPLICATIONS OF ARTERIAL PUNCTURE 472

Arteriospasm 472

Artery Damage 473

Discomfort 473

Infection 473

Hematoma 473

Numbness 473

Thrombus Formation 473

Vasovagal Response 473

SAMPLING ERRORS 474

Air Bubbles 474

Delay in Analysis 474

Improper Mixing 474

Improper Syringe 474

Obtaining Venous Blood by Mistake 474

Use of Improper Anticoagulant 474

Use of Too Much or Too Little Heparin 475

CRITERIA FOR ABG SPECIMEN REJECTION 475

STUDY AND REVIEW QUESTIONS 475

CASE STUDIES 476

BIBLIOGRAPHY AND SUGGESTED READINGS 476

MEDIA MENU 476

APPENDIX A

Laboratory Tests 477

APPENDIX B

Laboratory Mathematics 487

APPENDIX C

Conversational Phrases in English and Spanish 493

APPENDIX D

Work Restrictions for Healthcare Employees 495

APPENDIX E

Answers to Study & Review Questions and Case Studies 497

APPENDIX F

Tube Guides 503

GLOSSARY 507

Index 523

List of Procedures

PROCEDURE 3-1 Hand-Washing Technique 71

PROCEDURE 3-2 Cleanup Procedures for Blood and Other Body Fluid Spills 88

PROCEDURE 8-1 Tourniquet Application 241

PROCEDURE 8-2 Routine ETS Venipuncture 254

PROCEDURE 8-3 Venipuncture of a Hand Vein Using a Butterfly and ETS Holder 262

PROCEDURE 8-4 Needle-and-Syringe Venipuncture 265

PROCEDURE 8-5 Using a Syringe Transfer Device 268

PROCEDURE 9-1 Performing Venipuncture Below an IV 297

PROCEDURE 9-2 Steps to Follow if a Patient Starts to Faint During Venipuncture 302

PROCEDURE 10-1 Fingerstick Procedure 333

PROCEDURE 10-2 Heelstick Procedure 336

PROCEDURE 10-3 Collection of a Capillary Blood Gas (CBG) Specimen by Heel Puncture 340

PROCEDURE 10-4 Newborn Screening Blood Spot Collection 346

PROCEDURE 10-5 Preparing a Blood Smear from a Capillary Puncture 348

PROCEDURE 11-1 Blood Culture Specimen Collection 365

PROCEDURE 11-2 GTT Procedure 374

PROCEDURE 11-3 Bleeding-Time Test 387

PROCEDURE 11-4 Pregnancy Testing 400

PROCEDURE 11-5 TB Test Administration 404

PROCEDURE 13-1 24-Hour Urine Collection Procedure 441

PROCEDURE 13-2 Clean-Catch Urine Collection Procedure for Women 442

PROCEDURE 13-3 Clean-Catch Urine Collection Procedure for Men 443

PROCEDURE 13-4 Throat Culture Specimen Collection 450

PROCEDURE 14-1 Modified Allen Test 465

PROCEDURE 14-2 Preparing and Administering Local Anesthetic 466

PROCEDURE 14-3 Radial ABG Procedure 470

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