Table of Contents

 

 

 

PART I

THE PRACTICE OF PHLEBOTOMY

1

Chapter 1

Introduction to Phlebotomy   John C. Flynn, Jr.

2

 

History

2

 

Current Phlebotomy Practice

3

 

Professional Recognition

5

 

Summary

7

Chapter 2

Anatomy and Physiology   Debra Lynn Eckman

8

 

Introduction

9

 

Body Planes and Cells

9

 

Tissues

10

 

Organ Systems

10

 

The Integumentary System

12

 

The Skeletal System

13

 

The Muscular System

13

 

The Nervous System

13

 

The Endocrine System

15

 

The Cardiovascular System

16

 

The Heart

16

 

Blood Flow Summary

17

 

Heartbeat and Blood Pressure

18

 

Blood Vessels

21

 

The Blood

21

 

Coagulation

26

 

Blood Typing

26

 

The Lymphatic System

28

 

The Respiratory System

30

 

The Digestive System

30

 

The Renal System

31

 

The Reproductive System

32

 

Summary

33

Chapter 3

Infectious Diseases and Their Prevention   Donna Larson

36

 

Introduction

37

 

Infectious Diseases Encountered in a Health Care Setting

38

 

Bloodborne Pathogens

38

 

Hepatitis B

38

 

Hepatitis C

38

 

Human Immunodeficiency Virus

39

 

Other Bloodborne Pathogens

40

 

Communicable Diseases

41

 

Route of Infection

41

 

Contact Transmission

41

 

Indirect Contact Transmission

42

 

Droplet Transmission

42

 

Airborne Transmission

42

 

Common Viral Diseases

43

 

Influenza

43

 

Rubella

44

 

Measles

44

 

Mumps

45

 

Common Bacterial Infections

45

 

Methicillin-Resistant Stapbylococcus Aureus

45

 

Meningococcal Meningitis

45

 

Tuberculosis

46

 

Pneumonia

46

 

Multidrug-Resistant Organisms

46

 

Infection Control Practices to Prevent Infection

47

 

Sharps Injury Prevention

47

 

Occupational Safety and Health Administration Law

47

 

Education

47

 

Hand Hygiene

48

 

Personal Protective Equipment

49

 

Standard Precautions

52

 

Transmission-Based Precautions

52

 

Environmental Infection Control

54

 

Special Precautions

54

 

Special Considerations in the Hospital Setting

54

 

Special Considerations for Outpatient (Ambulatory) Care

55

 

Special Considerations for Long-Term Care

55

 

Summary

56

Chapter 4

Medical Terminology   Leticia M. Rodriguez

58

 

Introduction

58

 

Medical Terminology - The Basics

59

 

Prefixes

59

 

Word Roots

59

 

Suffixes

59

 

Plurals

61

 

Abbreviations

61

 

Summary

62

Chapter 5

Equipment   John C. Flynn, Jr.

63

 

Introduction

64

 

Tubes and Anticoagulants

64

 

Yellow-Stoppered Tubes

64

 

Blue-Stoppered Tubes

64

 

Red-Stoppered Tubes

64

 

“Tiger Tops” and Gold Tubes

64

 

Green-Stoppered Tubes

65

 

Lavender-Stoppered Tubes

65

 

Gray-Stoppered Tubes

65

 

Pink Tubes

65

 

Tubes with Other-Colored Stoppers

65

 

Tube Size

66

 

Splashguards

66

 

Needles

67

 

Needle Size

67

 

Multiple-Draw Needles

67

 

Winged Infusion Needles

67

 

Blood Lancets

67

 

Needle Disposal Equipment

68

 

Tube Holders

69

 

Vein Location Equipment

69

 

Tourniquets

69

 

Vein Locating Device

69

 

Gloves

70

 

Goggles

72

 

Phlebotomy Trays

72

 

Phlebotomy Chairs

73

 

Training Equipment

73

 

Other Common Supplies

73

 

Summary

74

Chapter 6

Proper Procedures for Venipuncture   John C. Flynn, Jr.

75

 

Introduction

76

 

Patient Greeting and Identification

76

 

Routine Venipuncture

77

 

Positioning and Tourniquet Application

77

 

Choosing the Site

77

 

Assembling the Equipment

77

 

Cleansing the Site

77

 

Performing the Venipuncture

81

 

Releasing the Tourniquet

81

 

Removing the Needle

81

 

Needle Disposal

81

 

Specimen Labeling and Transportation

81

 

Hand Washing and Departure

82

 

Microcapillary Blood Collection

82

 

Venipuncture Using a Butterfly Set

82

 

Order of Draw

84

 

Physiological and Biological Considerations

85

 

Summary

88

Chapter 7

Special Collection Procedures   John C. Flynn, Jr.

94

 

Introduction

95

 

Bleeding Time Test

95

 

Syringe Collections

95

 

Glucose Tolerance Test

97

 

Arterial Punctures

98

 

Cold Agglutinin Tests

99

 

Blood Cultures

100

 

Blood Donation Collections

101

 

Therapeutic Blood Collections

102

 

Tests for Fibrin Degradation Products

103

 

Peripheral Blood Smears

103

 

Peripheral Venous Access

104

 

Blood Drawing and Fluid Administration

104

 

Summary

105

Chapter 8

Neonatal and Geriatric Procedures and Considerations   John C. Flynn, Jr.

107

 

Introduction

108

 

Neonatal Blood Collection

108

 

Geriatric Collection Considerations

112

 

The Geriatric or Older Adult Population

112

 

Phlebotomy Considerations for Selected Medical Conditions

112

 

Vision

112

 

Hearing

113

 

Skin

113

 

Mental and Emotional

113

 

Other Conditions

113

 

Summary

114

Chapter 9

Considerations and Complications of Phlebotomy   John C. Flynn, Jr.

116

 

Introduction

117

 

The Uncooperative or Absent Patient

117

 

Medical and Physiological Considerations

118

 

Common Considerations

118

 

Syncope

118

 

Hematoma

118

 

Short Draw or No Blood Collected

119

 

Other Complications

120

 

Petechiae

120

 

Edema

120

 

Excessive Bleeding

120

 

Intravenous Lines

120

 

Obesity

120

 

Allergies

121

 

Nausea

121

 

Unintentional Arterial Puncture

121

 

Damaged or Scarred Veins

121

 

Burned Areas

121

 

Convulsions

121

 

Mastectomy

122

 

Nerve Injury

122

 

Reflux or Backflow of Anticoagulant

122

 

Technical Problems

122

 

Unacceptable Specimens

122

 

Hemolysis

122

 

Hemoconcentration

123

 

Clots

123

 

Short Draw

124

 

Mislabeled Specimens

124

 

Summary

124

Chapter 10

Multiskilling and Point-of-Care for Phlebotomists   David Delvecchio

126

 

Introduction

127

 

Cardiopulmonary Resuscitation

127

 

Vital Signs

128

 

Temperature

128

 

Pulse

128

 

Respiration

129

 

Blood Pressure

130

 

CLIA ‘88 Waived Testing

131

 

Point-of-Care Testing

132

 

Quality Control

132

 

Glucose

132

 

Blood Gases and Electrolytes

133

 

Coagulation

133

 

Hemoglobin and Hcmatocrit

133

 

Cholesterol

134

 

Electrocardiography

134

 

Blood Donor Center Skills

136

 

Summary

136

PART II

PROFESSIONAL ISSUES

138

Chapter 11

Interpersonal Communication and Professionalism   John C. Flynn, Jr.

139

 

Introduction

140

 

Effective Communication

140

 

A Life Skill

140

 

Keys to Successful Communication

141

 

Obstacles to Successful Communication

141

 

Communication Breakdown

142

 

General Guidelines for Effective Communication

142

 

Professionalism

143

 

Continuing Education

144

 

Summary

145

Chapter 12

Phlebotomy Department Management   David Delvecchio

147

 

Introduction

148

 

Organization

148

 

Training and Professional Attributes

148

 

Planning

149

 

Outpatient Collections Location and Facilities

149

 

Inpatient Collections

150

 

Collection Schedules

150

 

Processing Requests

150

 

Staffing

151

 

Operational Plan

151

 

Equipment Management

152

 

Consumable Equipment

152

 

Nonconsumable Equipment

152

 

Maintaining Quality

153

 

Quality Improvement

153

 

Continuing Education

153

 

Communication

153

 

Employee Performance and Review

153

 

Budgeting

153

 

Summary

154

Chapter 13

Total Quality in Phlebotomy Service   John C. Flynn, Jr.

155

 

Introduction

156

 

Quality: Definition and Principles

156

 

Quality Applied to Health Care

156

 

Quality Control

157

 

Quality Assurance

158

 

Quality Improvement

159

 

Facts of Quality in Phlebotomy Service

160

 

The Procedure Manual for Specimen Collection

161

 

Unacceptable Specimens

162

 

Unsuccessful Collection Attempts

165

 

Newborn and Pediatric Patients

165

 

Quality Control of Supplies and Instruments

167

 

Evaluating Evacuated Test Tubes

167

 

Evaluating the Stopper Assembly

167

 

Centrifuge Test

167

 

Additive Test

167

 

Perceptions of Quality in Phlebotomy Service

167

 

Summary

168

Chapter 14

Medical-Legal Issues and Health Law Procedures   Shirley E. Greening

170

 

Introduction

171

 

Sources of Laws

172

 

Areas of Law Applicable to Phlebotomy Practice

173

 

Intentional Torts

173

 

Unintentional Torts

174

 

Negligence: What Must Be Proved?

174

 

Liability of Employers for Phlebotomy Personnel

175

 

How Is the Phlebotomy Standard of Care Determined?

176

 

Other Legal Doctrines and Areas of Law Applicable to Phlebotomy Practice

177

 

Interplay Among the Rights of Privacy, Confidentiality, and Informed Consent

177

 

Right of Privacy

177

 

Confidentiality

178

 

Consent and Informed Consent

178

 

Health Insurance Portability and Accountability Act of 1996

178

 

Patient’s Bill of Rights and the Patient Care Partnership

179

 

Medical Devices and Equipment Failures

179

 

Case Law

180

 

Defenses to Legal Claims

182

 

Statutes of Limitation

182

 

Contributory Negligence

182

 

Adequate and Accurate Records as the Best Defense

182

 

Chain of Custody in the Clinical Laboratory

183

 

Legal and Professional Protections for the Phlebotomisl

183

 

Regulation of Laboratories and Laboratory Practitioners

184

 

Clinical Laboratory Improvement Amendments of 1988

184

 

Subpart J: Facility Administration for Nonwaived Testing

185

 

Subpart K: Quality Systems for Nonwaived Testing

185

 

Subpart M: Personnel for Nonwaived Testing

188

 

Other Regulatory Agencies Governing Laboratories and Phlebotomists

188

 

Summary

189

Appendix A

Answers to Chapter Review Questions

191

 

Chapter 1

191

 

Chapter 2

191

 

Chapter 3

192

 

Chapter 4

194

 

Chapter 5

194

 

Chapter 6

194

 

Chapter 7

195

 

Chapter 8

195

 

Chapter 9

196

 

Chapter 10

196

 

Chapter 11

197

 

Chapter 12

197

 

Chapter 13

197

 

Chapter 14

198

Appendix B

Practice Examination for Certification

200

Appendix C

Helpful Spanish Terms and Phrases

213

 

Glossary

215

 

Illustration Credits

220