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CHAPTER 16 Specimen Handling, Transport, and Processing http://evolve.elsevier.com/Warekois/phlebotomy
2. Cold agglutinins and cryobrinogen samples
should be
a. chilled before collection. b. transported on ice to the laboratory. c. warmed before collection and
transported warmed.
d. transported at room temperature.
3. Infant bilirubins are transported
a. on ice. b. in amber-colored microtubes. c. in a heel-warmer packet. d. without special transport measures.
4. Once a cap is removed from a blood tube,
the pH
a. may decrease. b. may increase. c. will not change. d. becomes alkaline.
5. Which of the following can be centrifuged
immediately after collection?
a. Serum separator tubes b. Clot tubes c. Thrombin tubes d. Sodium citrate tubes
6. Which of the following specimens would not
be rejected?
a. A CBC collected in a lithium heparin tube b. An EDTA tube used for a chemistry test c. A sodium level collected in a sodium
heparin tube
d. A cold agglutinin sample transported in
a heel-warmer packet
7. Complete blood clotting may take
___________ at room temperature.
a. 10 to 15 minutes b. 20 to 30 minutes c. 30 to 45 minutes d. 1 hour
8. The major risk of stopper removal is
a. glycolysis. b. hemolysis. c. aerosol. d. clotting.
9. Which of the following is used to identify a
patient specimen in the laboratory?
a. Name of the collector of the specimen b. Accession number c. Specimen type d. Name of the person depositing specimen
in the laboratory
Copyright 2016, 2011, 2007, 2002 by Saunders, an imprint of Elsevier Inc. All rights reserved.
CHAPTER 17 Point-of-Care Testing
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243
oint-of-care testing is the performance of analytic
P
tests at the “point of care,” which may be at the bedside, in the clinic, or even in the patient’s home. Tests are done with small portable instruments that offer signicant time and cost savings in many situa­tions. Blood tests typically performed at the point of
OU TL I NE
Advantages of Point-of-Care
Testing
Common Tests Performed at
the Point of Care
Hematology Coagulation Chemistry
Procedure 17-1: Ancillary
Blood Glucose Test
Electrocardiography
The Cardiac Cycle Electrocardiogram Equipment Performing an Electrocardio-
gram
Other CLIA-Waived Tests
Occult Blood Urinalysis Pregnancy
OB J E CT IV E S
After completing this chapter, you should be able to:
1. Define point-of-care testing (POCT), and explain its
advantages and disadvantages.
2. Discuss the importance of quality-assurance activities
in POCT.
3. Describe the testing principle and clinical usefulness
of the following: a. Activated coagulation time b. Blood gases and electrolytes c. Cardiac troponin T d. Cholesterol
care include many tests in hematology, coagulation, and chemistry. In addition, the multiskilled phleboto­mist may perform electrocardiography, occult blood analysis, urinalysis, pregnancy testing, and multiple tests for infectious diseases, including rapid group A Streptococcus (“strep”) and HIV.
Infectious Disease Rapid Group A Streptococcus Respiratory Syncytial Virus Influenza A and B Helicobacter pylori Human Immunodeficiency Vi-
rus
Review for Certification
e. Dipstick urinalysis f. Glucose g. Hemoglobin h. Occult blood i. Pregnancy testing j. Prothrombin time
4. Perform the ancillary blood glucose test.
5. Describe the major features of an electrocardiogram and outline important points of patient preparation.
KE Y TE R M S
alternate site testing (AST) ancillary blood glucose test cardiac cycle cardiac troponin T
(cardiac TnT)
conduction system
Copyright 2016, 2011, 2007, 2002 by Saunders, an imprint of Elsevier Inc. All rights reserved.
depolarization electrocardiogram
(ECG or EKG) electrocardiography point-of-care testing
(POCT)
P wave Q-T interval rapid group A
Streptococcus
repolarization sinoatrial node
ST segment stylus T wave
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CHAPTER 17 Point-of-Care Testing http://evolve.elsevier.com/Warekois/phlebotomy
AB BR E VI AT IO NS
ABGs arterial blood gases ACT
activated coagulation time
APTT
activated partial thromboplastin time
AST
alternate site testing
BNP
B-type natriuretic peptide
CHD
congestive heart disease
CLIA ‘88
Clinical Laboratory Improvement Act of 1988
COPD
chronic obstructive pulmonary disease
EBV
Epstein-Barr virus
ECG, EKG EDTA FDA g/dL
electrocardiogram
ethylenediaminetetraacetic acid
Food and Drug Administration
grams per deciliter
Hb hemoglobin
hCG
human chorionic gonadotropin
Hct
hematocrit
HIV
human immunodeficiency virus
NP
nasopharyngeal
POC
point of care
POCT
point-of-care testing
PT
prothrombin time
RBCs
red blood cells
RSV
Respiratory syncytial virus
TnT
troponin T
WBCs
white blood cells
ADVANTAGES OF POINT-OF-CARE TESTING
Point-of-care testing (POCT) refers to the perfor-
mance of analytic tests immediately after obtaining a sample, often in the same room that the patient is seen in (the “point of care”). POCT is also known as alter-
nate site testing (AST). POCT may be performed at the
bedside, in the intensive care unit or emergency room, or in outpatient settings such as a clinic, physician’s of-
ce, nursing home, assisted living center, or the patient’s
own home. Box 17-1 lists special considerations to keep in mind when drawing blood at a patient’s home.
The advantages of POCT are considerable. By “bringing the laboratory to the patient,” the turnaround time for obtaining test results is shortened, allowing more prompt medical attention, faster diagnosis and treatment, and potentially decreased recovery time.
BOX 17-1 Reminders for Performing
Phlebotomy in a Patient’s Home
1. When obtaining the specimen, always have the patient sitting or reclining in a safe, comfortable chair or bed.
2. Be aware of the nearest bathroom or sink. Carry antiseptic towelettes for handwashing.
3. Carry a cell phone for emergencies.
4. Always bring biohazard containers for specimen transport and removal of sharps.
5. Make sure that the patient has completely stopped bleeding before leaving.
6. Recheck the phlebotomy area to ensure that all materials used during the procedure have been removed and disposed of properly.
7. Preserve the specimen for transport at the proper temperature.
Most tests performed as POCT are tests waived by the Clinical Laboratory Improvement Act of 1988 (CLIA ’88). Such tests are called “CLIA waived.” The Food and Drug Administration (FDA) decides which tests are CLIA waived based on the ease of performing and interpreting the test. A CLIA-waived test is not subject to regulatory oversight by government authorities. The FDA website maintains a complete list of waived tests.
An essential feature of a CLIA-waived test is that the testing equipment and procedure are so simple and accurate that erroneous results are un­likely. Results are read directly from digital displays or monitors on the instrument. Although the direct cost per test is often more with these instruments, the total cost to the laboratory is often less when the time and cost for sample delivery or after-hours
stafng of the laboratory are considered.
As the health care delivery landscape changes, and as more versatile and sophisticated devices are developed, POC testing is likely to become even more widespread and is likely to be used for more tests and in more settings. Becoming familiar with the newest POCT products will help you maintain an advantage in a changing health care system.
FLASHBACK
You learned about CLIA ‘88 in Chapter 2.
Tests such as bleeding times have always been done
at the bedside. The signicant expansion of POCT in
recent years has been possible because of the develop­ment of miniaturized analytic equipment and micro­computers. Instruments used in POCT are small, por­table, and often handheld, with some tests requiring no instruments, only a card or reagent strip or “dipstick.”
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245
In general, POCT instruments are easy to use, the re­quired training is simple, and they can be used by a variety of medical professionals, including phleboto­mists, nurses, nurse assistants, and physicians.
Although these instruments are easy to use, the importance of carefully following the manufacturer’s instructions cannot be overemphasized. For example, some manufacturers follow the traditional method of
wiping away the rst drop of blood from a dermal
puncture and using subsequent drops for testing.
However, a few instrument makers use the rst drop
of blood for their procedures. Using the second drop with such instruments would give false readings.
Quality assurance and controls are still essential for the use of POCT instruments, just as they are with laboratory based instrumentation. The laboratory is usually responsible for documentation and mainte­nance of POCT instruments. Finally, proper and ade­quate training for all personnel performing these pro­cedures is critical to implement POCT successfully. Strict adherence to guidelines regarding calibrating equipment, running controls, performing maintenance, and keeping records is a must for a POCT program. Failure in any one of these areas can lead to erroneous test results and negative consequences for patients.
COMMON TESTS PERFORMED AT THE POINT OF CARE
Here we discuss some of the most common point-of­care tests likely to be performed by the phlebotomist. A more complete list is given in Box 17-2.
Hematology
Hemoglobin (Hgb) is the most common hematol­ogy test performed as a POC test. Hemoglobin testing is used to diagnose and monitor anemia. A simple, fast method of anemia testing uses a handheld hemoglobin analyzer (Figure 17-1). Such instruments can use arterial, venous, or dermal
blood specimens and typically give readouts in less than a minute. A whole blood sample is placed into a microcuvette or on a test strip, which is then inserted into the machine for a reading. The instru­ment determines the hemoglobin value in grams per deciliter (g/dL), which can be tracked over the disease course or be used to determine the response to therapy. Instruments are also available that provide readings of red blood cells (RBCs), white blood cells (WBCs), and platelets.
A hematocrit (Hct) reading is sometimes made
at the bedside or, more commonly, in the clinic
ofce. Blood is collected into a microhematocrit
tube and spun down quickly using a tabletop centri­fuge. Results are available within 2 minutes.
Coagulation
Coagulation monitoring is used to monitor patients with clotting disorders who are receiving therapy. Several handheld instruments are used for bedside measurement. Some use only a single drop of whole blood obtained from a dermal puncture; others use citrated blood obtained by venipuncture. Most give results in 5 minutes or less.
Heparin therapy may be monitored by determin­ing the activated coagulation time (ACT). A small volume of blood is collected in a prewarmed tube that contains a coagulation activator. The tube is incubated at 37° C for 1 minute and then inspected by tilting the tube to determine whether a clot is present. If not, the tube is inspected every 5 seconds thereafter, with incubation continuing between ob­servations. An automated ACT tester is available
BOX 17-2 Point-of-Care Tests
• B-type natriuretic peptide (BNP)
• Cardiac troponin T (TnT)
• Cholesterol
• Coagulation testing (ACT, PT, and APTT)
• Electrocardiography
• Glucose
• Hemoglobin
• Multiple chemistry panels (arterial blood gases, electro-
lytes, and blood urea nitrogen)
Copyright 2016, 2011, 2007, 2002 by Saunders, an imprint of Elsevier Inc. All rights reserved.
FIGURE 17-1 Handheld instruments such as the i-STAT system
can perform chemistry analysis quickly and accurately. The test cards shown are for a chem 8 panel (basic metabolic panel), cTnI (troponin) and G3+ (blood gasses-pH, PCO
, and PO2).
2
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CHAPTER 17 Point-of-Care Testing http://evolve.elsevier.com/Warekois/phlebotomy
as well. The activated partial thromboplastin time (APTT) can also be used to monitor heparin ther­apy. With recent advances in POCT instrumenta­tion, physicians now have a choice of tests for monitoring heparin therapy (Figure 17-2). Oral anticoagulant therapy using warfarin (Coumadin) is monitored by the prothrombin time (PT) test. CLIA-waived PT testing instruments are frequently
used in physicians’ ofces and clinics (Figure 17-3).
Antiplatelet medications, which are used to pre­vent stroke, and include aspirin and clopidogrel, may also require monitoring for their effect on coagulation.
Chemistry
Glucose
Bedside glucose monitoring is the most common chemistry test done by POCT. Glucose is deter­mined with dermal puncture and reagent strips. The specimen tested is whole blood.
Ancillary Blood Glucose Test
The ancillary blood glucose test is performed at the bedside, most often for patients with diabetes melli­tus. Steps for this test are shown in Procedure 17-1. Blood collected by dermal puncture is applied to a paper reagent strip or a microcuvette, depending on the instrument. Because different manufacturers have somewhat different procedures for their ma­chines and test strips, be sure to read and understand the directions for the one you are using. Before any
FIGURE 17-3 The ProTime Microcoagulation System for pro-
thrombin time testing is designed to safely manage warfarin (Coumadin) therapy. (Courtesy ITC, Edison, N.J.)
patient sample can be tested, the instrument must be calibrated with materials provided by the manufac­turer. This is usually performed by laboratory per­sonnel at scheduled times. Control solutions must also be run using the same procedure as for the pa­tient’s test. These results are recorded as well. If any values fall outside the ranges provided by the manu­facturer, troubleshooting must be performed until the values are correct. Proper calibration and control are critical for accurate results. Be sure to follow your institution’s instructions exactly regarding per­formance and frequency.
FIGURE 17-2 The Hemochron system is designed to manage the
effects of anticoagulation drugs such as heparin. (Courtesy ITC, Edison, N.J.)
Hemoglobin A1C
Hemoglobin A1c can be analyzed as a CLIA-waived test, using a handheld portable testing monitor. It can be used at the bedside or other POC, providing immediate results. An example of a CLIA-waived device is the CHEK Diagnostics A1C now MultiT­est A1c System. These devices are designed for
clinics and physicians’ ofces to manage patients
with diabetes. The test monitors the long-term ef­fectiveness of diabetes therapy by providing a read­ing of A1c, a protein related to the average blood glucose level over a period of 4 to 6 weeks.
Cardiac Troponin T
Cardiac troponin T (cardiac TnT) is part of a protein
complex in cardiac muscle that aids the interaction of actin and myosin. Damaged cardiac muscle releases
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PROCEDURE 17-1
Ancillary Blood Glucose Test
1. Perform a routine capillary collection (presented in Procedure 10-1). Some manufacturers do not recommend wiping
away the rst drop of blood. Check the insert
for the product you are using.
2. Collect the sample. Collect the blood drop directly onto the strip. Cover the appropriate area on the stick with a
free-falling drop of blood. Be careful not to touch the strip yourself or allow the patient’s skin to touch it because this can contaminate the strip.
247
3. Read and record the result. Values that are well outside the range of normal
(called “panic” values) should be reported immediately to the nursing staff or the physician in charge. Your laboratory should have a policy regarding the exact values that
trigger such notication.
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CHAPTER 17 Point-of-Care Testing http://evolve.elsevier.com/Warekois/phlebotomy
cardiac TnT, and the plasma level of cardiac TnT rises within 4 hours after an acute myocardial in­farction (heart attack). It may stay elevated for up to 2 weeks, and its level may help determine the extent of damage and the patient’s prognosis. Therefore monitoring cardiac TnT can provide valuable infor­mation for a patient with a possible myocardial infarction. Bedside determination is performed using anticoagulated whole blood, and results are available within 15 minutes (Figure 17-4).
Lipids
Cholesterol levels may be determined as part of a routine examination or to monitor therapy with cholesterol-lowering drugs. Some POCT determi­nations use a one-step, disposable color card test rather than a machine. These use whole blood from either a dermal puncture or a heparinized venous sample. Blood is applied to a card, and a color determination is made after the reaction takes place. Other cholesterol POCT methods use instrumenta­tion (see Figure 17-1).
Blood Gases and Electrolytes
Several instruments are available that can analyze arterial blood gases (the concentrations of oxygen and carbon dioxide and the pH) and common elec­trolytes (sodium, potassium, calcium, chloride, and bicarbonate). Some systems are small enough to be handheld; others require a cart. They are particularly useful when frequent or rapid chemistry determina­tions must be made, such as in the emergency room or intensive care unit. Because of their complexity, all these instruments require careful calibration and
more training than do simpler instruments such as hemoglobin analyzers. The specimen tested is whole blood.
B-Type Natriuretic Peptide
B-type natriuretic peptide (BNP), also known as brain natriuretic peptide, is a hormone made by the heart in response to expansion of ventricular volume and pressure overload. Its production increases in patients with congestive heart disease (CHD). The measurement of BNP at the bedside allows the practitioner to quickly differentiate between chronic obstructive pulmonary disease (COPD) and CHD, which may have similar symp­toms. BNP can also be monitored to determine the effectiveness of CHD therapy. The BNP test requires a whole blood sample collected in ethyl­enediaminetetraacetic acid (EDTA).
ELECTROCARDIOGRAPHY
Electrocardiography is a method for recording the electrical activity of the heart. The output of the electrocardiograph is a tracing, called an electro-
cardiogram (ECG or EKG). The ECG is used to
diagnose heart disease such as ischemia, myocardial
infarction, or brillation.
With the increasing demand for multiskilled personnel, developing the ability to perform elec­trocardiography is a natural progression for phle­botomists. It is beyond the scope of this chapter to give a complete introduction to this topic. Instead, we give the broad outlines needed to understand electrocardiography and present the basics of patient preparation and ECG recording.
FIGURE 17-4 The Cardiac Reader system allows rapid determi-
nation of the cardiac markers troponin T and myoglobin from a single whole blood sample. (Courtesy Roche Diagnostics, India­napolis, Ind.)
The Cardiac Cycle
As you learned in Chapter 7, each heartbeat cycle includes a contraction and relaxation of each of the four chambers of the heart. This contraction is trig­gered and coordinated by electrical impulses from the heart’s pacemaker, called the sinoatrial node, located in the upper wall of the right atrium. Electri­cal impulses spread out from there through the heart’s conduction system, triggering the coordi­nated contraction of the heart muscle. The cardiac
cycle refers to one complete heartbeat, consisting of depolarization (contraction) and repolarization
(recovery and relaxation) of both the atria and the ventricles. The electrical activity occurring during this cycle is recorded on the ECG.
The normal ECG consists of a tracing with ve
prominent points where the graph changes direction.
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ischemia may be associated with elongation of the Q-T interval, and myocardial injury may cause elevation of the ST segment above its normal posi­tion. The duration of the cardiac cycle can be read directly from the ECG because each small square represents a known unit of time (Figure 17-6).
249
P
Q S
Atrial depolarization
Ventricular depolarization
FIGURE 17-5 ECG tracing depicting P, Q, R, S, and T cycles.
(Modified from Flynn JC, Jr: Procedures in phlebotomy, ed. 3, Philadelphia, 2005, Saunders.)
T
Ventricular repolarization
These are arbitrarily known as P, Q, R, S, and T (Figure 17-5). The regions immediately surround­ing each point are known as the P wave, T wave, and so on. As shown in the gure, the sections joining these points are known variously as seg­ments, complexes, or intervals. Each part of the graph corresponds to a particular portion of the car­diac cycle and can be analyzed to determine how the heart is functioning (Table 17-1).
Important parameters that can be determined from the ECG include the time intervals between different phases of the cardiac cycle, which indicate
conduction efciency, and the size of the electrical
signals, which may be correlated with an increase or decrease of heart muscle mass. For instance,
Electrocardiogram Equipment
The electrical activity of the heart is recorded with
10 numbered electrodes that are placed in dened
locations on the patient’s chest, arms, and legs (Figure 17-7). The electrodes may be applied with an electrolyte solution to increase conductivity. A wire, is attached to each electrode. The wires pass to the ECG machine through a cable. The trac­ing is made on heat- and pressure-sensitive paper by a stylus.
Performing an Electrocardiogram
The machine and the patient should be positioned away from electrical equipment, including televi­sions, air conditioners, and other functioning appli­ances. The patient should be wearing a gown that opens in the front, and the lower legs must be exposed. The patient should be lying down and must remain still during the ECG (Figure 17-8). Electrode locations are cleaned with alcohol and shaved of hair, if necessary. Disposable adhesive electrodes are available, or electrolyte cream or gel is applied if re­usable electrodes are being used. Electrodes are ap­plied to the proper locations (as outlined in Box 17-3) and secured in place. The machine is turned on, and the recording is made. Many ECG machines auto­matically cycle through the 10 electrodes; alterna­tively, the technician switches the machine by hand to record from each electrode for a short time. After successfully recording from each electrode, the elec­trodes are removed, the skin is cleaned, and the patient can get dressed.
TABLE 17-1 Electrocardiogram Measurements
ECG Section Heart Activity
P wave Atrial depolarization P-R interval Time between atrial contraction and
QRS complex Ventricular depolarization ST segment Time between ventricular depolarization
T wave Ventricular repolarization Q-T interval Time between ventricular depolarization
Copyright 2016, 2011, 2007, 2002 by Saunders, an imprint of Elsevier Inc. All rights reserved.
ventricular contraction
and beginning of repolarization
and completion of repolarization
FIGURE 17-6 Analyzing an ECG tracing.
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A B
FIGURE 17-7 ECG electrodes are attached to the chest (A) and to the right and left legs (B), as well as to the arms.
FIGURE 17-8 Patient and equipment position during an ECG.
BOX 17-3 Placement of Chest Electrodes
V1, fourth intercostal space to the right of the sternum V
, fourth intercostal space to the left of the sternum
2
V
, midway between position 2 and position 4
3
V
, fifth intercostal space at the left midclavicular line
4
V
, fifth intercostal space at the left anterior axillary line
5
V
, fifth intercostal space at the left midaxillary line
6
OTHER CLIA-WAIVED TESTS
The number of CLIA-waived tests is growing be­cause of both advances in bioanalytic chemistry and recognition that such tests allow more exible de­livery of care by a wider range of staff. The follow­ing tests are commonly performed as CLIA-waived
tests, though not necessarily at the bedside or with handheld instruments.
Occult Blood
The occult blood test uses a card kit or slide and is a guaiac-based test. The stool specimen is placed on the card (two windows) or slide, and the reagent or developer solution (stabilized peroxide reagent) is added to the test area (Figure 17-9). Detection of occult blood in feces is used in the diagnosis of digestive tract diseases such as gastric ulcers or colon cancer. The patient must be informed of di­etary restrictions that need to be followed before the test.
Urinalysis
Many commonly requested urine tests can be performed using a dipstick, a plastic strip with reagents embedded in it. Tests may include pH, protein, glucose, ketones, bilirubin, urobilinogen, blood, leukocyte esterase, nitrite, and specic grav­ity. Before testing begins, the urine specimen must be at room temperature and thoroughly mixed. The
urine strip is briey and completely immersed in a
well-mixed fresh urine specimen (Figure 17-10). After removal, excess urine is blotted from the side of the strip (Figure 17-11). The color change on the strip is compared with the reference color chart on the bottle at the appropriate time (Figure 17-12). The change may be read by eye or with a tabletop
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FIGURE 17-9 Applying developer to the occult blood card.
FIGURE 17-10 In a routine urinalysis procedure, the strip is
completely immersed in the urine and then evaluated against the control, usually found in the bottle.
FIGURE 17-11 Remove excess urine by withdrawing the strip
along the side of the container.
FIGURE 17-12 Compare the color change on the strip with the
chart on the bottle.
instrument that reads the strip. The microscopic component of a urinalysis examination is NOT a
waived test and must be performed by a qualied
health care practitioner such as medical laboratory scientist (MLS) or medical laboratory technologist (MLT). MLS, MT, or MLT.
Copyright 2016, 2011, 2007, 2002 by Saunders, an imprint of Elsevier Inc. All rights reserved.
Pregnancy
A pregnancy test detects the presence of human chorionic gonadotropin (hCG), a hormone produced by the placenta after implantation of a fertilized egg. This hormone is present in both urine and se­rum, and test kits are available for each.