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Файл:Ординатура / Хирургия / Библиотека им академика М.И. Перельмана / Книга_3621_Библиотеки_им_академика_М_И_Перельмана.pdf
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- •Phlebotomy
- •Dedication
- •About the Authors
- •Brief Contents
- •Contents
- •Preface
- •Acknowledgments
- •Acknowledgments from the Authors
- •1.1 Phlebotomy
- •1.2 Phlebotomist’s Role
- •1.3 Healthcare Facilities
- •1.4 The Healthcare Team
- •1.5 The Medical Laboratory
- •Introduction
- •1.6 Regulatory Agencies
- •1.7 Qualities of a Phlebotomist
- •Introduction
- •2.1 Medical Biohazards
- •2.2 Personal Safety and Preparedness
- •Competency Checklist: Using an Eyewash Station
- •Competency Checklist: Safety Equipment in the Clinical Setting
- •Introduction
- •3.1 Disease Transmission
- •3.2 Controlling Infection
- •Competency Checklist: Handwashing
- •Competency Checklist: Gowning, Gloving, and Masking
- •Introduction
- •4.1 Medical Language
- •4.2 Medical Abbreviations
- •4.3 Anatomical Terminology
- •Introduction
- •5.1 Integumentary System
- •5.2 Skeletal System
- •5.3 Muscular System
- •5.4 Lymphatic and Immune Systems
- •5.5 Respiratory System
- •5.6 Digestive System
- •5.7 Nervous System
- •5.8 Endocrine System
- •5.9 Cardiovascular System
- •5.10 Urinary System
- •5.12 Test Panels and Profiles
- •Introduction
- •6.1 The Heart and Circulation
- •6.2 Blood Vessels
- •6.4 Composition of Blood
- •6.5 Hemostasis and Blood Coagulation
- •6.6 ABO and Rh Blood Types
- •Introduction
- •7.1 Laboratory Requisitions
- •7.2 Professional Communication
- •7.3 Healthcare Ethics and Law
- •7.4 Patient Identification
- •7.5 Specimen Identification
- •7.7 Documenting Specimen Collection
- •Introduction
- •8.2 Equipment Unique to Venipuncture
- •8.4 Additives and Color Coding
- •8.5 Order of Draw
- •Competency Checklist: Order of Draw for Venipuncture
- •Introduction
- •9.1 Venipuncture
- •9.2 Difficult Blood Draws
- •9.3 Venipuncture Complications
- •Competency Checklist: Transferring Specimens to Tubes
- •Competency Checklist: Venipuncture Using a Butterfly and Syringe
- •Competency Checklist: Venipuncture Using a Butterfly and Evacuated Tube Adaptor
- •Introduction
- •10.1 The Dermal (Capillary) Puncture
- •Introduction
- •11.1 Specimen Transport
- •11.2 Special Specimen Handling
- •11.3 Specimen Rejection
- •Introduction
- •12.1 Maintaining Quality
- •12.3 Quality Improvement Processes
- •Competency Checklist: Temperature Quality Control
- •Introduction
- •13.1 Blood Cultures
- •13.2 Glucose Testing
- •13.3 Neonatal Screening
- •13.4 Peripheral Blood Smears
- •13.6 Arterial Blood Collection
- •13.7 Venous Access Devices
- •Competency Checklist: Blood Culture Procedure
- •Competency Checklist: Neonatal Testing
- •Competency Checklist: Preparation of Blood Smears
- •Introduction
- •14.1 Swab Specimens
- •14.2 Sputum Specimens
- •14.3 Stool Specimens
- •14.4 Semen Specimens
- •14.5 Urine Specimens
- •14.6 Other Non-Blood Specimens
- •Competency Checklist: Throat Swab Collection
- •Introduction
- •15.1 Levels of Laboratory Testing
- •15.2 Erythrocyte Sedimentation Rate
- •15.5 Strep Screening
- •15.6 Urine Testing
- •15.7 Point-of-Care Testing (POCT)
- •15.4 Microhematocrit
- •Competency Checklist: Urine Chemical Screening
- •Introduction
- •16.1 Professional Behavior
- •16.2 Diversity in Healthcare
- •16.3 Risk Management
- •16.4 Coping with Stress
- •16.5 Professional Community
- •GLOSSARY

Checkpoint
Questions .
1. Name three methods of performing waived ESR tests.
2. Why is it important to keep the ESR tube absolutely level during an ESR
test?
Figure - A small amount of stool is applied to the
Hemoccult (Beckman Coulter, Inc.) guaiac test card, followed
by a reagent containing peroxide. If occult blood is present,
the card’s test area will turn blue.
©Beckman Coulter
will order fecal occult blood “times three,” requiring that three different stool
specimens be collected.
.
Fecal Occult Blood
Testing
Fecal occult blood is blood that is found in the
feces/stool and may not be visible, which is why
it is called occult. Fecal occult blood may be a sign
of infections, inflammatory conditions, trauma,
ulcers, hemorrhoids, or colorectal cancer. Although
highly specific tests such as the fecal immunohistochemical test are available, common waived
methods for fecal blood testing may still be used by
some facilities.
The waived method of testing stool for occult
blood is done using a cardboard holder that contains a paper impregnated with guaiac, a chemical that will turn blue when blood is present (see
Figure 15-4). Several portions of the stool specimen
are sampled to maximize blood detection. For this
test, apply a thin layer of stool to the front of the
guaiac card as directed. Next, add a few drops of
hydrogen peroxide developer to the back of the
card (always follow manufacturer’s procedure). If
a sufficient amount of hemoglobin is present, the
guaiac paper will turn blue. False-negative results
may occur if a very small amount of hemoglobin is
present or if not enough stool was applied. Falsepositive results may occur if another type of peroxidase or pseudoperoxidase (enzyme present in
some foods) is present. In most cases, the physician
Communicate
& Connect
Chapter Waived Testing
False-Positive Fecal Occult Blood
False-positive fecal occult blood results may occur if patients have ingested
fish, meat that contains a high amount of heme (such as beef and lamb),
or foods that contain peroxidase, including some fruits and vegetables. Fruits
that may cause false-positive results include bananas, cantaloupe, pears, and
plums. Vegetables that may cause false-positive results are broccoli, tomatoes
(including tomato sauce), cauliflower, horseradish, and turnips. Patients should
be instructed to avoid these foods for a few days prior to stool specimen collection. Aspirin and vitamin C must also be avoided because they may interfere
with the guaiac test.
Copyright © 2019 by McGraw-Hill Education

1. What substances may cause a false-positive result when testing for
occult blood by the guaiac method?
2. What circumstances may cause a false-negative result in a waived test
for fecal occult blood?
Checkpoint
Questions .
.
Microhematocrit
A hematocrit (Hct or Crit) is used as a screening test for anemia and is measured as the packed cell volume (PCV) of red blood cells, or the percentage
of red blood cells in whole blood. Figure 15-5 shows the separation of cells
from plasma in a microhematocrit tube. A microhematocrit is a procedure for
determining the hematocrit and requires only a small amount of blood. The
microhematocrit procedure uses capillary tubes, which are narrow-diameter
tubes with a red band around one end, indicating that they are coated with
heparin (see Figure 15-6). Capillary tubes with a blue band do not contain
any anticoagulant but may be used for a microhematocrit if the specimen is
obtained from an EDTA tube or container.
Microhematocrit Testing
Microhematocrit testing can be performed directly on dermal (capillary) puncture blood or on blood that has been collected into a microcollection container
or an evacuated tube. For tests performed directly from dermal (capillary)
Microhematocrit tube
Figure - Heparinized capillary tubes
are used as microhematocrit tubes.
Plasma
Buy coat (platelets and
white blood cells)
Packed red blood cells
Sealing clay
Figure - Hematocrit is the percent-
age of red blood cells in whole blood.
This can be determined by measuring the
percentage of packed red blood cells in a
Copyright © 2019 by McGraw-Hill Education
capillary tube that has been centrifuged.
Figure - Heparinized capillary tubes
are used as microhematocrit tubes.
©Total Care Programming, Inc.
Chapter Waived Testing

A
B
Figure - (A) A capillary tube may be filled from a pre-collected blood sample tube
and (B) sealed with clay at the dry end.
A–B: ©Terry Wild Studio
punctures, wipe away the first drop of blood with gauze. Using red-topped
capillary tubes, touch the tube to the edge of the blood drop without touching
the skin. When filling capillary tubes from pre-collected tubes, tilt the specimen tube slightly and insert one end of the capillary tube (see Figure 15-7A).
Capillary tubes fill by capillary action, which occurs when blood flows freely
into the tube without suction. Avoid allowing air to enter the tube, which may
cause erroneous results. Fill two capillary tubes three-quarters full. The rate
of filling can be increased or decreased by tilting the tube. However, do not
remove the tip of the tube from the blood source with the tube lower than the
blood. This will allow air to enter. Keep the tube horizontal or tilted upward
during the filling process. Wipe excess blood off the outside of the capillary
tubes with gauze. Hold the tube horizontally to prevent blood from leaking
out of the tube.
Safety &
Infection
Control
Chapter Waived Testing
Microhematocrit Tubes
Microhematocrit tubes/capillary tubes are very slender and when made of
glass they are prone to breakage. A broken sharp edge can cause a tear
in the phlebotomist’s glove and skin, and consequently exposure to blood.
Phlebotomists must use caution when handling these tubes. For safety, some
brands of capillary tubes are made of plastic or glass that is wrapped in plastic.
Once a microhematocrit sample has been obtained, place a gloved finger
over the dry end (the end of the capillary tube that was not used to collect
the specimen) and hold it horizontal so no blood can spill out. Remove your
finger from the dry end and seal it by embedding the clean end in a clay sealant designated for this use. Be careful not to lose any blood from the tube
(see Figure 15-7B). Improper sealing of the capillary tube can cause blood to
leak out, which may result in a decreased hematocrit reading, or no blood
Copyright © 2019 by McGraw-Hill Education

remaining in the tube. Some microhematocrit tubes are self-sealing
and do not require this puttylike sealant. Follow manufacturer’s directions to avoid tube breakage or blood leakage during centrifugation.
If microhematocrit tubes must be transported to the laboratory,
place them in a larger tube for labeling and transport (see Figure 15-8).
This is done because microhematocrit capillary tubes are fragile and
too small to attach patient labels. Attempts to label these small capillary tubes can result in tube breakage, loss of the specimen, and potential injury to the phlebotomist.
A microhematocrit centrifuge (see Figure 15-9) is used to obtain
packed red blood cells. To obtain these cells, balance the microhematocrit tubes in the microhematocrit centrifuge with the clay ends facing outward. Tighten the head cover on the centrifuge and close the
lid. Turn on the microhematocrit centrifuge for the appropriate time,
according to manufacturer’s instructions.
The hematocrit is determined using a microhematocrit-reading
device. Some microhematocrit centrifuges have this device built in.
The bottom of the red blood cell layer is placed at the 0% mark and the
scale is adjusted so that the top of the plasma layer is at the 100% mark.
The hematocrit value is where the top of the red blood cell layer falls
on the scale (see Figure 15-10). The two values of the microhematocrits
(one from each tube) should match within 2%.
Figure - Filled capillary tubes may
be transported in a larger tube with a
label.
©McGraw-Hill Education/Sandra Mesrine,
photographer
Figure - Microhematocrit centrifuge. When
loading a microhematocrit centrifuge, make
sure that the tubes are balanced by placing
them directly across from each other, with the
sealed ends pointing outward.
©Terry Wild Studio
Figure - Compare the column of
packed red blood cells in the capillary
tube with the hematocrit scale and record
the results. In this example, the hematocrit measures 33%.
©Terry Wild Studio
1. Briefly describe the proper way to obtain a microhematocrit specimen
using dermal (capillary) puncture.
2. Why are microhematocrit tubes often transported inside larger tubes?
Copyright © 2019 by McGraw-Hill Education
Checkpoint
Questions .
Chapter Waived Testing

.
Someone with a sore throat that presents suddenly, accompanied by fever
but no cold symptoms (such as coughing or sneezing), may have strep throat.
Strep screening is used to determine if the bacteria that causes strep throat,
Group A Streptococcus, is present in the throat. This bacterium can also cause
rheumatic fever and autoimmune disease if left undetected and untreated.
immunoassay tests that use antibodies to the bacterial antigens to create a
reaction, such as a color change. Some strep screening test procedures have
several reagents that must be applied in a particular sequence and timing.
Figure - Testing devices used for rapid detection of
Group A Streptococcus infections. Throat swab specimens
are obtained and antigen is extracted; results can be
reported in less than 10 minutes.
©Quidel Corporation
Strep Screening
Many manufacturers produce kits for Group A strep testing. These kits are
The strep test kits that are most appropriate for the
waived testing laboratory require that the throat swab
be placed in a testing vial that contains premeasured
amounts of extraction reagent (which removes the
bacteria from the swab). The vial is set onto a testing
device that is treated with antibodies to the bacterial
antigens and color developers. Controls are built into
the test device in order to verify that the test has been
performed correctly. In Figure 15-11, the letter T on
the test device indicates the location of the patient’s
specimen reaction. The letter C indicates the location
of the control reaction. The control reaction must be
present or the test is invalid. Each manufacturer’s
strep screening kits have their own procedures and
means of interpreting results. Be sure to follow the
instructions specific for each kit.
Checkpoint
Questions .
1. What type of bacteria causes strep throat?
2. Why is a strep test considered invalid if the control reaction is not
present?
.
Urine is one of the most accessible body fluids for chemical analysis. Many different types of testing are performed on urine, including pregnancy tests and
tests for various chemical and physical components.
Urine Testing
Urine Pregnancy Testing
Urine pregnancy tests are performed on women to confirm or rule out preg-
nancy when pregnancy is suspected, as well as on women of childbearing age
prior to invasive surgical procedures, such as gallbladder removal, cardiac
surgery, or neurosurgery. During pregnancy, the placenta produces human
chorionic gonadotropin (hCG). This hormone is detectable in urine as early
as 10 days after conception, rises during pregnancy, and usually returns to
nondetectable levels in the third trimester.
Pregnancy test kits are available for home testing and waived testing labo-
ratories. Procedures for pregnancy tests vary by manufacturer, so you must
follow the instructions specific to the test kit used by your facility.
Copyright © 2019 by McGraw-Hill Education
Chapter Waived Testing

In general, the required number of drops of urine are depos-
ited onto the testing device and allowed to react for the required
amount of time. Some devices display a positive (+) or negative (−)
symbol to indicate the presence or absence of detectable amounts
of hCG. A built-in control indicator verifies that the test has been
performed correctly (see Figure 15-12).
Urine Chemical Screening
Urine chemical screening is part of a urinalysis, which is a tool
used to evaluate substances found in urine. Urine tests can help
determine the state of the human body if collected and analyzed
properly. A complete urinalysis consists of three parts: a physical
component, a chemical component, and a microscopic component. The physical component is the evaluation of color and clarity of the urine. The chemical component consists of measuring
pH (acidity or alkalinity) and specific gravity (level
of concentration) as well as detecting blood, bilirubin, glucose, ketones, leukocytes, protein, nitrites,
and urobilinogen that may be abnormally present
in urine. The microscopic component consists of
pouring a well-mixed urine sample into a centrifuge tube, then spinning it down to obtain the
sediment. The sediment is used to make a slide to
view under a microscope to check for various cells,
crystals, microorganisms, and urine casts (which
are formed inside the kidney and are shaped like
tiny tubes). Urine microscopic examination is not a
waived procedure, and therefore is not performed
by phlebotomists.
A phlebotomist who is properly trained may be
asked to perform a urine chemical screening using
a dipstick test (a plastic strip with reagent pads)
(see Figure 15-13). These pads contain chemicals
that react with a particular substance in urine
and change color in precise ways. These changes
indicate the presence of that substance and the
Figure - Reagent strips are dipped into the urine and
then compared to colors on the reagent bottle to determine
the results.
©Total Care Programming, Inc.
amount or concentration of the substance in the
urine specimen. For example, when a reagent strip
is used to test for blood, the color on the strip, after it is allowed to react with
the urine for the proper amount of time, will correspond to a specific concentration of blood or show that no blood is present in the urine. A small amount
of blood may produce a green-blue color, whereas a large amount of blood will
produce a dark blue color.
Figure - Test results from ready-
purchased kits are easy to read. This
pregnancy test gives a color reaction in
the shape of a plus or minus sign. The test
shown here is negative.
©Getty Images RF
Urine Chemical Screening Procedure
To perform a urine chemical screening test, first verify the patient and collection information on the label to ensure that the correct specimen is being
tested. Use all appropriate PPE (lab coat, gloves, and face shield) as required
by your facility. Check Your Competency 15-2 lists the steps to perform a urine
chemical screening.
Although the process is essentially the same for all reagent strip tests, there
are variations in time intervals before reading results. Test reactions must be
read at the designated time to avoid inaccurate results. Figure 15-14 shows the
Copyright © 2019 by McGraw-Hill Education
urine chemical screening procedure.
Chapter Waived Testing

Check Your
ABC
Competency -
Urine Chemical Screening
. Double-check that the specimen is correctly identified and matches the chart
where you will record the results.
. Allow the urine to come to room temperature, then mix the urine thoroughly.
. Remove the reagent strip from the bottle and replace the cap.
. Remove the cap from the urine container and dip the reagent strip into the urine,
making sure that all the reagent pads come into contact with the urine.
. Remove the reagent strip immediately by dragging it across the top of the con-
tainer and/or touching the side edge to an absorbent material to prevent dripping.
Never blot the tops of the pads on the strip and do not allow urine from one pad to
run over onto another.
. Begin timing immediately.
. Compare the colors of the reagent pads to those of the color chart on the reagent
strip bottle at the time designated by the manufacturer, to avoid erroneous results.
. Record the test result for each chemical component in the patient’s medical
record.
Several manufacturers produce urine reagent strips. Some of these strips
are more sensitive to certain chemicals than others. You must choose the
appropriate strip according to the chemical test requested. All reagent strips
are used once and then discarded.
Follow the directions that come with the reagent strips used by your facility
to ensure accurate results. For quality assurance, take these basic precautions:
●
Keep strips in tightly closed containers in a cool, dry area.
●
Never remove strips from the container until immediately before testing.
●
Never touch the pads on the strip with your fingers or gloved hands.
●
Examine strips for discoloration before use; discard discolored strips.
●
Check the expiration date on the bottle; do not use strips that have
expired.
Figure - (A) Dip the urinalysis strip into the patient’s urine. Be sure that all the reagent pads come in contact with the
urine specimen. Promptly remove the reagent strip. (B) Remove any excess urine from the strip, but do not blot the strip.
(C) Using the chart provided by the manufacturer and following the timing requirements, compare the color of each reagent
pad located on the urinalysis strip to the chart. Record all results.
A–C: ©Lillian Mundt
Chapter Waived Testing
Copyright © 2019 by McGraw-Hill Education

●
Use strips within the open expiration date of the container, usually
6 months.
●
Every time you open a new supply of reagents, run control samples to
check for proper operation. Write the date opened on the bottle.
Use the Competency Checklist Urine Chemical Screening at the end of this
chapter to review and practice the procedure.
1. What hormone detected in the urine indicates that a woman is
pregnant?
2. When performing urine chemistry tests using a reagent strip, why
can’t all the test results be read at the same time?
.
Point-of-care testing (POCT), or near-patient testing, is designed to reduce
healthcare costs while enhancing patient care by making results available
quickly. These tests involve collecting a specimen and immediately testing it
on an instrument typically at the patient’s side. The purpose of POCT is to
reduce the turnaround time for test results. POCT instruments are typically
portable, internally calibrated, easy-to-use, self-contained devices that can be
operated with minimal training. The instruments are designed to make tests
less dependent on the technical skill of the operator. Depending on the healthcare environment, these tests are usually performed by a phlebotomist, nurse,
patient care technician, or medical assistant.
sium, chloride, bicarbonate, ionized calcium, cholesterol, blood ketones, blood
gases, and coagulation studies, such as prothrombin time (PT). Other waived
tests, mentioned earlier, may also be performed as POCT tests, including urine
dipstick, urine pregnancy and ovulation tests, fecal occult blood, and screening for infections, such as Group A Streptococcus.
Point-of-Care Testing (POCT)
Examples of POCT blood tests include glucose, hemoglobin, sodium, potas-
Checkpoint
Questions .
Home Monitoring of Glucose Levels
Patients who are monitoring their glucose at home should be instructed
in the proper handling and maintenance of their glucose meter, as well
as the correct method for glucose testing. They should also be informed
of factors besides diet that affect their glucose level, such as physical and emotional stress. Patients should keep a detailed log of all the glucose testing they
perform at home and provide this information to their primary care provider.
POCT tests typically require a small amount of blood from a dermal (capillary) puncture. However, each instrument is specific to the type of test, so the
type and collection requirements of the specimen depend on the manufacturer’s recommendations. All POCT instruments should be calibrated on a regular basis. Calibration and testing procedures are found in the manufacturer’s
directions. Regular calibration and instrument checking must be documented
Copyright © 2019 by McGraw-Hill Education
in a logbook at the facility where you are employed.
Communicate &
Connect
Chapter Waived Testing

Glucose Testing
A
B
C
Glucose testing is used to screen for abnormal glucose levels and to monitor
glucose levels in patients with diabetes mellitus (high blood glucose levels).
Glucose testing is a critical part of diabetes management. Patients can even
perform these tests at home. A POCT glucose determination allows frequent
monitoring of a patient’s blood at any time in any location. Changes in blood
sugar can be handled immediately, and patients tend to be more compliant
when they obtain immediate results. Testing provides the opportunity for better regulation of the patient’s medication and condition.
Several brands of glucose meters are available for POCT glucose. Methods
vary by manufacturer. Phlebotomists and other meter operators should refer
to the specific operator’s manual for their meters for proper instrument maintenance, storage, and handling of reagent strips, test performance, and interpretation. Control substances should always be run and levels verified to be
within acceptable limits prior to running any patient specimens.
Glucose POCT Procedure
In general, most POCT procedures for glucose testing follow a procedure similar
to the one shown in Figure 15-15 and outlined in Check Your Competency 15-3.
Glucose test results are affected by dietary intake. When performing these
tests it is essential to know the patient’s intake and the type of glucose test
ordered, as discussed in the chapter Special Phlebotomy Procedures.
Figure - For POCT glucose monitoring, (A) a dermal (capillary)puncture is performed, (B) a drop of blood is applied
directly to the test strip while in the glucometer, and (C) after testing is complete, the results are read and documented in the
appropriate records.
A–C: ©McGraw-Hill Education/Take One Digital Media, photographer
Chapter Waived Testing
Copyright © 2019 by McGraw-Hill Education

Use the Competency Checklist Point-of-Care Glucose Testing at the end of
this chapter to review and practice the procedure.
Glucose Point-of-Care Testing
. Properly identify the patient.
. Use PPE appropriate to the procedure and as required by your facility.
. Assemble the dermal (capillary) puncture equipment.
. Verify that controls have been run on the glucose instrument and are in range.
. Prepare the glucose instrument for testing (insert test strip).
. Perform a routine dermal (capillary) puncture.
. Wipe away the first drop if required by the manufacturer of the machine you are
using. The first drop may contain tissue fluid and affect the results, although newer
equipment allows you to use the first drop.
. Apply a drop of blood to the test strip (following the manufacturer’s requirements).
Testing should begin automatically.
. Provide postpuncture patient care.
. Properly dispose of biohazards.
. After the test is complete, read and record the results. Confirm if the patient is
fasting or ate within the last 2 hours. The results will vary based on the patient’s
eating status.
Check Your
Competency -
1. What is the purpose of POCT?
2. Why do some equipment manufacturers suggest wiping away the first
drop of blood after dermal (capillary) puncture before testing the blood
glucose level by POCT methods?
Checkpoint
Questions .
Copyright © 2019 by McGraw-Hill Education
Chapter Waived Testing
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