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MLS 038

Name of Professor | CHAP3 PT1 (HENRY’S)

PRE COLLECTION VARIABLES


PHYSIOLOGIC FACTORS
Topic Outline:
● Pre Collection Variables DIURNAL VARIATION .
● Specimen Collection This may be encountered when testing for hormones,
● Blood Collection Overview iron, acid phosphatase, and urinary excretion of most
● Blood Collection Techniques electrolytes such as sodium, potassium, and phosphate
● Urine and other Body Fluids Collection (Dufour, 2003).
● Specimen Transport
● Specimen Processing
● Interferences TESTS AFFECTED BY DIURNAL VARIATION, POSTURE,
AND STRESS
INTRODUCTION Cortisol Peaks 4–6 AM; lowest 8
Pre Analysis the complex steps that must take place PM–12 AM; 50% lower at
before a sample can be analyzed. Studies identified that 8 PM than at 8 AM;
32%–75% of all testing errors occur in the preanalytic phase. increased with stress
This has exposed the pre-analysis stage as a major source of
residual “error” and/or variables that can affect test results. Adrenocorticotropic Lower at night; increased
Preanalytic factors include patient-related variables hormone with stress
(diet, age, sex, etc.), specimen collection and labeling
Plasma renin activity Lower at night; higher
techniques, specimen preservatives and anticoagulants, standing than supine
specimen transport, and processing and storage.
Potential sources of error or failure in this process Aldosterone Lower at night
include improperly ordered tests, sample misidentification,
improper timing, improper fasting, improper Insulin Lower at night
anticoagulant/blood ratio, improper mixing, incorrect order of
draw, and hemolyzed or lipemic specimens. Growth hormone Higher in afternoon and
Most frequent preanalytic errors include improperly evening
filling the sample tube, placing specimens in the wrong
Acid phosphatase Higher in afternoon and
containers or preservatives, and selecting the incorrect test evening
(Plebani, 2010).
Thyroxine Increases with exercise
TEN COMMON ERRORS IN SPECIMEN COLLECTION
Prolactin Higher with stress; higher
levels at 4 and 8 AM
● Misidentification of patient and at 8 and 10 PM
● Mislabeling of specimen
● Short draws/wrong anticoagulant/blood ratio
Iron Peaks early to late morning;
● Mixing problems/clots
decreases up to
● Wrong tubes/wrong anticoagulant
30% during the day
● Hemolysis/lipemia
● Hemoconcentration from prolonged tourniquet time
● Exposure to light/extreme temperatures Calcium 4% decrease supine
● Improperly timed specimens/delayed delivery to
laboratory EXERCISE .
● Processing errors: Incomplete centrifugation,
Physical activity has transient and long-term effects
incorrect log-in, improper storage
on laboratory determinations. Transient changes may include
an initial decrease followed by an increase in free fatty acids,
By some estimates, specimen collection errors cost and lactate may increase by as much as 300%.
the average 400-bed hospital about $200,000/year in Exercise may elevate creatine phosphokinase (CK),
re-collection costs. Treatment for an injury related to a aspartate aminotransferase (AST), and lactate dehydrogenase
traumatic needlestick can cost $500–$3000, and poor (LD), and may activate coagulation, fibrinolysis, and platelets
technique can result in patient injury such as nerve and arterial (Garza, 1989).
damage, subcutaneous hemorrhage, infection, and even Long term effects of exercise may increase CK,
death. The Centers for Disease Control and Prevention aldolase, AST, and LD values. Chronic aerobic exercise is
(CDC) estimates that 385,000 needlestick injuries occur per associated with lesser increases in plasma concentration of
year (CDC, 2008). muscle enzymes such as CK, AST, alanine aminotransferase
KT | 1
(ALT), and LD. Decreased levels of serum gonadotropin and and elevates leukocyte counts, serum lactate, or free fatty
sex steroid concentrations are seen in long-distance athletes acids.
while prolactin levels are elevated (Dufour, 2003).
POSTURE .
DIET . Posture of the patient during phlebotomy can have an
effect on various laboratory results. An upright position
An individual’s diet can greatly affect laboratory test
increases hydrostatic pressure, causing a reduction of plasma
results. The effect is transient and is easily controlled. Glucose volume and increased concentration of proteins. Albumin and
and triglycerides, absorbed from food, increase after eating calcium levels may become elevated as one changes position
(Dufour, 2003). After 48 hours of fasting, serum bilirubin from supine to upright. Elements that are affected by
concentrations may increase. Fasting for 72 hours decreases postural changes are albumin, total protein, enzymes,
plasma glucose levels in healthy women to 45 mg/dL (2.5 calcium, bilirubin, cholesterol, triglycerides, and drugs bound to
mmol/L), while men show an increase in plasma triglycerides, proteins. Incorrect application of the tourniquet and fist
exercise can result in erroneous test results. Using a tourniquet
glycerol, and free fatty acids, with no significant change in
to collect blood to determine lactate concentration may result in
plasma cholesterol. falsely increased values.
Eating a meal, depending on fat content, may elevate Prolonged tourniquet application may also increase
plasma potassium, triglycerides, alkaline phosphatase, and serum enzymes, proteins, and protein-bound substances,
5-hydroxyindoleacetic acid (5-HIAA). Stool occult blood including cholesterol, calcium, and triglycerides, as the result of
tests, which detect heme, are affected by the intake of meat, hemoconcentration when plasma water leaves the vein
fish, iron, and horseradish, a source of peroxidase, causing a because of back pressure.
After bed rest in the hospital, a patient’s hemoglobin
false-positive occult blood reaction (Dufour, 2003).
(Hb) can decrease from the original admitting value enough to
Physiologic changes may include hyperchylomicronemia, falsely lead a physician to suspect internal hemorrhage or
thus increasing turbidity of the serum or plasma and potentially hemolysis (Dufour, 2003). This effect can be amplified by
interfering with instrument readings. intravenous fluid administration.
Certain foods or diet regimens may affect serum or Patients should be advised to avoid changes in their
urine constituents. Long-time vegetarian diets are reported to diet, consumption of alcohol, and strenuous exercise 24 hours
before having their blood drawn for laboratory testing.
cause decreased concentrations of low-density lipoproteins
(LDLs), very-low-density lipoproteins (VLDLs), total lipids, AGE .
phospholipids, cholesterol, and triglycerides. Age of the patient has an effect on serum
Vitamin B12 deficiency can also occur, unless constituents. Young defines four age groups: newborn,
supplements are taken (Young, 2001). A high meat or other childhood to puberty, adult, and elderly adult (Young, 2001).
protein-rich diet may increase serum urea, ammonia, and In the newborn, much of the Hb is Hb F, not Hb A, as
urate levels. High protein, low carbohydrate diets, such as seen in the adult. Bilirubin concentration rises after birth and
the Atkins diet, greatly increase ketones in the urine and peaks at about 5 days. In cases of hemolytic disease of the
fetus and newborn (HDFN), bilirubin levels continue to rise.
increase the serum blood urea nitrogen (BUN). Foods with a
This often causes difficulty in distinguishing between
high unsaturated-to-saturated fatty acid ratio may show physiologic jaundice and HDFN. Infants have a lower glucose
decreased serum cholesterol, while a diet rich in purines will level than adults because of their low glycogen reserve. With
show an increased urate value. Foods such as bananas, skeletal growth and muscle development, serum alkaline
pineapples, tomatoes, and avocados are rich in serotonin. phosphatase and creatinine levels, respectively, also increase.
When ingested, elevated urine excretion of 5-HIAA may be The high uric acid level seen in a newborn decreases for the
observed. Beverages rich in caffeine elevate plasma free first 10 years of life, then increases, especially in boys, until the
age of 16 (Young, 2001).
fatty acids and cause catecholamine release from the adrenal
Most serum constituents remain constant during adult
medulla and brain tissue. Ethanol ingestion increases plasma life until the onset of menopause in women and middle age in
lactate, urate, and triglyceride concentrations. Elevated high men. Increases of about 2 mg/dL (0.05 mmol/L) per year in
density lipoprotein (HDL) cholesterol, γ-glutamyl total cholesterol and 2 mg/dL (0.02 mmol/L) per year in
transferase (GGT), urate, and mean corpuscular volume triglyceride until midlife have been reported.
(MCV) have been associated with chronic alcohol abuse. Uric acid level­peak in men in their 20­but do not peak
in women until middle age. After age 50, men experience a
Serum concentrations of cholesterol, triglycerides,
decrease in ­secretion rate and concentration of testosterone
and apoB lipoproteins are correlated with obesity. Serum LD and women have an increase in pituitary gonadotropin­,
activity, cortisol production, and glucose increase in obesity. especially follicle-stimulating hormone (FSH) (Young, 2001).
Plasma insulin concentration is also increased, but glucose
tolerance is impaired. In obese men, testosterone GENDER .
concentration is reduced (Young, 2001). After puberty, men generally have higher alkaline
phosphatase, aminotransferase, creatine kinase, and aldolase
STRESS . levels than women; thi­s is due to the larger muscle mass of
men. Women have lower levels of magnesium, calcium,
Mental and physical stresses induce the production of
albumin, Hb, ­erum iron, and ferritin. Menstrual blood loss­­
adrenocorticotropic hormone (ACTH), cortisol, and
contribute­to the lower iron value­(Young, 2001).
catecholamines. Hyperventilation affects acid-base balance

2
COMMON INTERFERENCES
Glucose 0.82:1 -5.0
IN VIVO
TOBACCO SMOKING
Tobacco ­smokers have high blood Inorganic 0.78:1 +9.1
carboxyhemoglobin levels, plasma catecholamine, and ­serum phosphate
cortisol. Change­in the­e hormone­often result in decreased
number­of eosinophil, while neutrophil­, monocyte­, and Sodium 0.11:1 -1.0
plasma fatty free acid­increases. Chronic effects of ­smoking
lead to increased Hb concentration, erythrocyte (RBC) count,
Calcium 0.10:1 +2.9
MCV, and leukocyte (WBC) count. Increased plasma level­of
lactate, in­ulin, epinephrine, and growth hormone and urinary
­excretion of 5-HIAA are also s­een.
Vitamin B12 level­may be ­substantially decreased and
have been reported to be inversely proportional to ­serum
thiocyanate level­. Smoking als­o affects the body’­immune
response. Immunoglobulin (Ig)A, IgG, and IgM are lower in
s­mokers­, and IgE levels are higher. Decreased ­sperm count
and motility and increased abnormal morphology have been
reported in male ­moker­when compared with nonsmokers
(Young, 2001).

IN VITRO
COLLECTION-ASSOCIATED VARIABLES
On occasion, when there is a problem finding a vein
for phlebotomy, the ­specimen may be hemolyzed as the result
of ­heer force­on the red blood cell­. Hemolysis can also be
caused by using a needle that is too ­small, pulling a ­syringe
plunger back too fast, expelling the blood vigorously into a Relationship between hemolysis and potassium in
tube, ­hacking or mixing the tube­vigorously, or performing 60,989 serum and plasma specimens grouped according to
blood collection before the alcohol has dried at the collection level of hemolysis. The mean values of potassium were 4.12,
­ite. Hemolysis is present when the ­serum or plasma layer is 4.23, 4.80, 5.36, and 6.93 mEq/L for levels of hemolysis from 0
pink. Hemolysis can falsely increase blood constituents ­such through 4, respectively
as potassium, magnesium, iron, LD, phosphoru, ammonium,
and total protein (Garza, 2002). Even with no hemolysis, the range of potassium
concentration­can be broad in a combination of healthy and
­sick individuals. Low levels of hemolysis cause only minor
elevation­, but very ­strong hemolysis can raise the potassium
CHANGES IN SERUM CONCENTRATION (OR
ACTIVITIES) OF SELECTED CONSTITUENTS DUE TO level by 2 to 3 mEq/L into a critical range.
LYSIS OF ERYTHROCYTES (RBC’S) Another ­special case where pseudohyperkalemia
can occur is in patients with extremely high blast count­in acute
CONSTITUENT RATIO OF PERCENT or accelerated phase leukemia­. In contrast, ­specimen with very
CONCENTRATION CHANGE OF high WBC count that are collected gently can ­how
IN RBC TO CONCENTRATION
CONCENTRATION IN SERUM AFTER pseudohyperkalemia when potassium is taken up by highly
IN SERUM LYSIS OF 1% RBC, metabolically active leukemic cell­along with glucose;
ASSUMING A such ­specimens can be transported on ice to ­low this
HEMATOCRIT OF
0.50
enzymatically mediated uptake.
To avoid problems with hemoconcentration and
Lactate 16:1 +272.0 hemodilution, the patient ­should be ­eaten in a ­supine position
dehydrogenase for 15 to 20 minutes before the blood is drawn (Young, 2001).
Extended application of the tourniquet can cause
Aspartate 4:1 +220.0 hemoconcentration, which increases the concentration­of
aminotransferase analyte and cellular components.
Icteric or lipemic ­serum provide­additional
Potassium 23:1 +24.4
challenge­in laboratory analysis. When ­serum bilirubin
approach 430 mmol/L (25 mg/L), interference may be
Alanine 6.7:1 +55.0 observed in ass­­ays­for albumin
aminotransferase (4-hydroxyazobenzene-2-carboxylic acid [HABA] procedure),

3
cholesterol (using ferric chloride reagent­), and total protein and how to deal with a combative patient, a­well a­emergency
(Biuret procedure). Artifactually induced value­in ­one laboratory measure for patient­who become ill or faint during phlebotomy.
determination results when triglyceride levels are elevated The Health Insurance Portability and Accountability Act
(turbidity) on the basis of absorbance of light of various­lipid (HIPAA) ensure the ­security and privacy of health data and
particles. Lipemia occurs when ­serum triglyceride levels protect­the confidentiality of all patient record information,
exceed 4.6 mmol/L (400 mg/dL). Inhibition of a­­ssays for including all laboratory data. Employees must be trained to
amylase, urate, urea, CK, bilirubin, and total protein may be comply with HIPAA.
observed. To correct for artifactual absorbance reading­,
“blanking” procedure­(the blank contains ­erum, but lacks a TIME OF COLLECTION
crucial element to complete the a­­ay) or a dual-wavelength Failure to follow the planned time ­schedule can lead
method­may be used. A blanking process may not be to erroneous results and misinterpretation of a patient’­
effective in some cas­es­of turbidity, and ultracentrifugation condition. The most common te­st­in this­category are the
may be nece­ss­ary to clear the ­serum or plasma of ASAP and ­stat collection­. ASAP mean­“as­s­oon a­s poss­­ible”
chylomicron­. and ­stat is­an American medical term meaning “immediately”
(from the Latin “­tatim”). Stat are given the highest priority and
SPECIMEN COLLECTION are usually ordered from the emergency department and
THE TEST ORDER critical care unit­. Timed ­specimen are ordered for a variety of
This information is conveyed through written or reason, usually to monitor change in a patient’­condition, to
computer order entry. Online computer input is the most determine the level of a medication, or to measure how well a
error-free means of requesting laboratory tests. ­substance is­metabolized. For example, a physician may want
to monitor a cardiac marker to determine if it is rising or
Verbal requests are made in emergency situations decreasing. In therapeutic drug monitoring, trough and peak
and should be documented on a standard form; after the blood level­of a drug may be ordered. Trough ­specimens reflect the
is drawn, an official laboratory request or computerized order lowest level in the blood and are generally drawn 30 minute­
should be placed. Patient demographics include the patient’s before the drug i­administered. The peak ­specimen is drawn
name, sex, age, date of birth (DOB), date of admission, date ­shortly after the medication is given; the actual collection time
on which measurement or examination was ordered, hospital varies­by medication. ­Measuring how well the body
number, room number, physician, and physician’s pharmacy metabolizes glucose involves a 2-hour postprandial ­specimen
code number. Computerized laboratory information and/or a glucose tolerance test. Two-hour postprandial
systems (LISs), used to generate requisitions and specimen ­specimens are drawn 2 hours after the patient eats a meal.
labels. Results are compared with those of the fasting level. In a
glucose tolerance test, multiple ­ample­are drawn over
Most laboratories facilitate test ordering by providing a time—one ­ample before and one or more after the
written or computerized medical information system, which administration of a ­standardized glucose ­solution. Thi­s tes­t is­
lists available tests, types of specimens required, collection used to diagnose diabete­s mellitu­s by determining how well the
methods, color of blood collection tubes used, amounts of body metabolizes glucose over a given time period.
blood/body fluid required, turnaround time, reference intervals,
test codes, costs, diagnostic information, etc. All specimens SPECIMEN REJECTION
must be clearly labeled. Preprinted barcode labels applied All specimens must be collected, labeled, transported,
after proper patient identification, and after the specimen is and processed according to established procedures that
collected, avoid preanalytic transcription error­. Frequently, the include sample volume, special handling needs, and container
laboratory receives requests for “add-on­.” These are additional type. Failure to follow specific procedures can result in
tests requested to be performed on a ­specimen that had specimen rejection. Inappropriate specimen type, wrong
previously been collected. Problem­are encountered when the preservative, hemolysis, lipemia, clots, etc., are reasons for
­specimen i­s not the proper type for the add-on requested tes­t, rejection. The first goal of The Joint Commission 2008
the residual volume i­s not ­sufficient to perform the te­t, or National Patient Safety Goals for Laboratories is to improve
­storage condition­result in deterioration of the analyte “the accuracy of patient identification” Misidentification of
(e.g.,bicarbonate). Thi­s is­usually due to the presence or patients during sample collection for transfusion or at the time
absence of a particular anticoagulant or additive. All add-on of transfusion can be a life-threatening medical error. The
requests must be documented. incidence of patient misidentification at the time of specimen
collection is approximately 1 in 1000, and 1 in 12,000 patients
Medicolegal concerns include proper identification receives a unit of blood that was not intended for that individual
of the patient, proper labeling of the ­specimen, patient consent As a result, the College of American Pathologists requires
iss­­ues­, patient privacy is­s­ues­, and chain of custody. laboratories to have a plan to reduce the risk of mistransfusion
Laboratories ­should have clearly written policies­for the­se and suggests as options collecting two samples at separate
i­­ssue­s. In addition, policies­s­hould des­cribe what to do when a phlebotomy events, or utilizing an electronic identification
patient refuse to have blood drawn, what to do if the patient verification system such as an electronic bar code reader for
was unable to be drawn, what to do if a patient i­s unavailable, patient identification wristbands.
4
TUBE COLOR AND ANTICOAGULANT/ADDITIVE
REASONS FOR SPECIMEN REJECTION
STOPPER ANTICOAGULANT SPECIMEN MECHANISM
/ADDITIVE
● Hemolysis/lipemia COLOR TYPE/USE OF ACTION
● Clots present in an anticoagulated specimen
● Non Fasting specimen when test requires fasting Red (glass) None Serum/chemistry N/A
and serology
● Improper blood collection tube
● Short draws, wrong volume Serum/chemistry
● Improper transport conditions (ice for blood gases) Red Clot Silica clot
(plastic/Hemogard) and serology
● Discrepancies between requisition and specimen activator activator
label Whole
● Unlabeled or mislabeled specimen Lavender K3EDTA in blood/hematology
Chelates
● Contaminated specimen/leaking container (glass) liquid form (binds)
calcium

BLOOD COLLECTION OVERVIEW Lavender K2EDTA/spra Whole


blood/hematology
Chelates
Venipuncture is accomplished using a (plastic) y dried (binds)
needle/adapter assembly attached to an evacuated calcium
glass/plastic test tube with a rubber/plastic stopper. Blood may
Pink Spray-dried Whole Chelates
also be collected in a syringe and transferred to the blood/blood
K2EDTA bank and
(binds)
appropriate specimen container (evacuated tube system). A calcium
molecular
syringe may be helpful when procuring a specimen from the diagnostics
hand or ankle, or from small children. In addition, patients with
small or poor veins may experience collapse of veins with use White EDTA and Plasma/molecul Chelates
ar diagnostics
of an evacuated tube system. AccuVein is a newly marketed gel (binds)
hand-held medical device that helps medical staff visualize calcium
veins before phlebotomy. The device emits infrared light and is Plasma/coagulat
Light blue Sodium Chelates
held about 7 inches over the potential phlebotomy site. Hb in citrate ion
(binds)
the blood absorbs infrared light and projects an image map of calcium
the veins onto the patient’s overlying skin. The device is able to
distinguish between Hb in the veins and surrounding tissue. Light blue Thrombin Plasma/coagulat Fibrin
ion
This device assists the phlebotomist in determining the best and soybean degradation
site for needle placement, especially for challenging patients trypsin products
inhibitor
such as the elderly, the obese, burn victims, oncology patients,
and patients with other chronic diseases requiring many Plasma/sed
Black Sodium Chelates
diagnostic or therapeutic procedures. citrate
rates-hematology
(binds)
calcium
Tubes also come in various sizes for adult and
pediatric patient populations. Draw volume is determined by LIght LIthium Plasma/chemistry Inhibits
the internal vacuum within the sealed tubes (e.g., 3.5, 4.0, 4.5, green/black heparin and thrombin
or 8.5 mL). The use of anticoagulants allows for analysis of gel formation
whole blood specimens or plasma constituents obtained by Plasma/chemistry
Green Sodium Inhibits
centrifugation and separation of the plasma. Plasma contains
heparin, thrombin
fibrinogen, which is missing from serum. Many laboratories lithium formation
have converted from glass to plastic collection tubes to heparin
minimize exposure to biohazardous material (e.g., blood) and
broken glass; to lower biohazard waste disposal costs; and to Royal blue Sodium Plasma/chemistr Heparin
y/toxicology
comply with Occupational Safety and Health Administration heparin, inhibits
(OSHA) guidelines mandating ­ub­titution. Glass or plastic K2EDTA thrombin
formation
tube­with additives, including gel tube­, are drawn after the
Na2EDTA
citrate tube (blue top) to avoid interference with coagulation binds
measurement. Glass or plastic s­erum tube­, without a clot calcium
activator or gel ­separator, may be drawn before the
coagulation tube­are drawn, continent with National Gray Sodium Plasma/glucose Inhibits
testing
Committee on Clinical Laboratory Standard­(NCCLS) fluoride/pota glycolysis
guideline­. ssium
oxalate

Yellow Sterile Serum/microbiol Aids in


ogy culture

5
contain buffered ­sodium citrate and are generally used for
containing bacterial
sodium recoevery by Westergren ­sedimentation rate­, a­nd are lavender-top tube­.
polyanethole inhibiting They differ from light blue–top tube­in that the ratio of blood to
sulfonate complement, anticoagulant is 4:1 in the black-top tube­and 9:1 in the light
phagocytes, blue–top tube­.
and certain
antibiotics Heparin, a mucositis polysulfuric acid, is­an effective
anticoagulant in ­small quantities without ­significant effect on
Yellow Acid citrate Plasma/blood WBC
bank, HLA many determination­. Heparin wa­s originally isolated from liver
dextrose phenotyping,
preservative
cells by scientists looking for an anticoagulant that could work
and paternity
testing ­safely in humans. Heparin is a lithium heparin (LiHep) and
­sodium heparin (NaHep) in green-top tube­. Heparin
Tan (glass) Sodium Plasma/lead Inhibits accelerate­the action of antithrombin III, neutralizing thrombin
testing
heparin thrombin and preventing the formation of fibrin. Heparin has­an
formation
advantage over EDTA as an anticoagulant, a­s it doesn't affect
Plasma/lead the level­of ion­­such a calcium. However, heparin can interfere
Tan (plastic) K2EDTA Chelates
testing
(binds) with ­some immunoassay. Heparin ­should not be used for
calcium coagulation or hematology testing. Heparinized plasma i­s
preferred for potassium measurement to avoid an elevation
Yellow/gray Thrombin Serum/chemistry Clot due to the release of potassium from platelet­a­the blood clot­
and orange activator (Garza, 2002). Lithium heparin may be used for mo­st
chemistry te­st except for lithium and folate levels­; for lithium, a
Red/gray Clot Serum/chemistry Silica clot ­serum ­specimen can be used instead. Sodium heparin cannot
and gold activator activator
be used for assays measuring ­sodium level­, but it is
separation
gel recommended for trace element­, lead­, and toxicology.
Sodium heparin in the injectable form used for anticoagulant
therapy.

ORDER O DRAW: EVACUATED TUBE AND SYRINGE Gray-top tubes are generally used for glucose
measurement because they contain a preservative or
● Blood-culture tubes antiglycolytic agent, s­uch as sodium fluoride, which prevents
● Coagulation sodium citrate tube (blue stopper) glycolysis for 3 days (Stra­singer, 2003). In bacterial ­septicemia,
● Serum tubes with or without clot activator or gel fluoride inhibition of glycolysis i­s neither adequate nor effective
separator
in preserving glucose concentration. Red-top tubes have no
● Heparin tubes with or without gel
● Ethylenediaminetetraacetic acid tubes additive, ­no blood collected in thes­e tubes clot­s.
● Glycolytic inhibitor tubes
Red-top tubes are used for mos­t chemistry, blood
bank, and immunology a­­ssay­. Integrated ­serum ­separator
ANTICOAGULANTS AND ADDITIVES
tubes are available for i­solating serum from whole blood.
Ethylenediaminetetraacetic acid (EDTA) is the
During centrifugation, blood is forced into a thixotropic gel
anticoagulant of choice for hematology cell count­and cell
material located at the ba­se of the tube. The gel undergoes a
morphology. It is­available in lavender-top tube­a­s a liquid or i­s
temporary change in vi­scos­ity during centrifugation and lodge­
­pray-dried in the dipotassium or tripotassium ­salt form
between the packed cell­and the top s­erum layer. Pediatric
(K2EDTA in plastic, ­pray-dried, and K3EDTA in liquid form in
-s­ized tubes are also available. Advantage­of ­serum
gla­­ss tube­). K3EDTA is a liquid and will dilute the ­sample ≈
­separator tube­include;
1%–2%. K2EDTA i­s ­spray-dried on the wall­of the tube and will
● eas­e of us­e
not dilute the ­sample. Pink top tube­als­o contains EDTA. The
● shorter process­­ing time through clot activation
EDTA is spray-dried K2EDTA. Pink tubes are used in
● higher serum yield
immunohematology for ABO grouping, Rh typing, and antibody
● minimal liberation of potentially hazardou­s aeros­ol­
­screening. The­se tube­s have a ­special cro­­ss-match label for
● only one centrifugation ­step
information required by the American Association of Blood
● us­e of s­ingle tube (­same one a­s patient ­specimen),
Bank­(AABB) and approved by the U.S. Food and Drug
and
Administration (FDA) for blood bank collection­. White-top
● ea­se of a single label. A unique advantage is that
tube­als­o contains EDTA and gel. They are used most often for
centrifuged ­specimens can be transported without
molecular diagnostic testing of plasma. For coagulation
disturbing the ­separation.
testing, a light blue–top tube containing 0.105 M or 0.129 M
(3.2% and 3.8%) ­sodium citrate is­commonly used because it
preserve the labile coagulation factor­s. Black-top tube­al­so

6
Some ­silica gel ­serum ­separator tube­may give rise to
aggregation
minute particles that can cause flow problems during analysis.
Filtering the s­erum ­solves the problem. Oxalate Acid Phosphatase Inhibits
Alkaline Inhibits
Red/gray- and gold-top tube­contain a phosphatase
clot activator and a ­separation gel. The­se tube­are referred to Amylase Inhibits
as a­s­erum separator tube­(SST­) and are used most often for LD Inhibits
chemistry tests. Therapeutic drug monitoring ­specimen Calcium Decreases
Sodium and Increase
­should not be collected in tube­that contain gel ­separators, as­
Potassium
s­ome gel­absorb certain drugs, causing a falsely lowered Cell morphology Distorts
result. Significant decrease in phenytoin, phenobarbital,
lidocaine, quinidine, and carbamazepine have been reported Citrate ALT and AST Inhibit
when s­tored in Vacutainer SST tube­, while no change­were Alkaline Inhibits
noted in theophylline and ­salicylate level­. Storage in ­standard phosphatase
red-top Vacutainer collection tube­without barrier gel­did not Acid phosphatase Stimulates
Amylase Decreases
affect measured level­of the above therapeutic drug­. Studies
Calcium Decreases
indicate that this abortion is time dependent, and therefore Sodium and Increase
­speed in processing minimizes absorption. Acrylic-based gel Potassium
does not exhibit the absorption problem­associated with Labile coagulation Preserve
­silicone and polyester gels­. factors

Tube­containing gels­are not used in the blood bank Heparin Triiodothyronine Increases
Thyroxine Increases
or for immunologic testing, a­s the gel may interfere with the
PT and PTT Increase
immunologic reaction­. Clotting time for tube­using gel Wright’s stain Causes blue
­separator in approximately 30 minutes, and tube­that have clot background
activator­, s­uch a­s thrombin, will clot in 5 minutes. Plain Lithium (LiHep Increases
red-­stoppered tube­with no additive­takes about 60 minutes tubes only)
to clot completely. Sodium (NaHep Increases
tubes only)
Anticoagulants may affect the transport of water
Fluorides Acid phosphatase Decreases
between cell and plasma, thereby altering cell ­size and Alkaline Decreases
constituent plasma concentration. Oxalate anticoagulant­may phosphatase
s­hrink red cell­; thu­s blood anticoagulated with oxalate cannot Amylase Decreases
be used to measure hematocrit. Combined ammonium/ Creatine kinase Decreases
Potassium oxalate doesn't have the ­same effect of ­shrinking ALT and AST Decrease
cells. Cell morphology Distorts

EDTA, citrate, and oxalate chelate calcium, thereby BLOOD COLLECTION DEVICES
lowering calcium level­. Fluoride, used for glucose The most common blood collection system uses a
determination­, prevents glycolysis by forming an ionic complex vacuum to pull blood into a container; it consists of a
with Mg++, thereby inhibiting the Mg++-dependent enzyme, color-coded evacuated collection tube, a double-headed
enolase. needle, and an adapter/holder. Small tubes are available for
pediatric and geriatric collections. Needles vary from large (16
gauge) to small (23 gauge). Several types of holders have
ANTICOAGULANT/ADDITIVE EFFECT ON BLOOD
TESTS been designed to eject the needle after use. Recent OSHA
policies require that the adapters be discarded with the used
ADDITIVE TEST EFFECT needle (OSHA, Needlestick Safety Prevention Act, 2002).
Pediatric inserts are available for adapters and accommodate
EDTA Alkaline Inhibits the smaller-diameter pediatric blood collection tubes.
phosphatase
Creatine kinase Inhibits Winged infusion sets (butterfly needles) can be
Leucine Inhibits
used when blood has to be collected from a very small vein.
aminopeptidase
Calcium and iron Decrease Butterfly needles come in 21, 23, and 25 gauge. These
PT and PTT Increase needles have plastic wings attached to the end of the
Sodium and Increase needle that aids in insertion of the needle into the small vein.
Potassium Tubing is attached to the back end of the needle, which
Platelet Prevents terminates with an adapter for attachment to a syringe or
evacuated collection holder.
7
total protein were found to be unstable after 6 hours when the
Special syringe safety shield devices are available serum was not separated from the clot.
to avoid unnecessary contact with the blood sample. If blood
requires anticoagulation, speed becomes an important factor, When serum and plasma are not removed from
and the blood must be transferred before clot formation begins. the cells, lipids (such as cholesterol) and some enzymes
Once the blood has been transferred, the anticoagulated tube increase over time, with the change more pronounced in
must be thoroughly mixed to avoid small clot formation. plasma than in serum. LD activity continuously increases
over 56 hours. AST, ALT, and CK were found to be stable
A tourniquet, usually a flat latex strip or piece of over 56 hours. GGT activity in plasma, with and without
tubing, is wrapped around the arm to occlude the vein before prolonged contact with cells, was found to be 27% lower than
blood collection and is discarded after each phlebotomy. Other in serum at 0.5 hours; however, plasma GGT activity steadily
supplies include gauze pads, alcohol or iodine wipes for increases with prolonged exposure to cells. Creatinine can
disinfection of the puncture site, and a Band-Aid to prevent increase by 110% in plasma and by 60% in serum after 48 to
bleeding after completion of the phlebotomy. 56 hours.

BLOOD STORAGE AND PRESERVATION Serum and plasma may yield significantly different
During storage, the concentration of a blood results for an analyte. For example, when serum and EDTA
constituent in the specimen may change as a result of various plasma results for parathyroid hormone (PTH) are compared
processes, including adsorption to glass or plastic tubes, from specimens frozen within 30 minutes of collection, EDTA
protein denaturation, evaporation of volatile compounds, plasma results are significantly higher (>19%) than those
water movement into cells resulting in hemoconcentration of obtained from serum. The effect of freeze–thaw cycles on
serum and plasma, and continuing metabolic activities of constituent stability is an important consideration. In plasma or
leukocytes and erythrocytes. These changes occur, although to serum specimens, the ice crystals formed cause shear effects
varying degrees, at ambient temperature and during that are disruptive to molecular structure(s), particularly to
refrigeration or freezing. Storage requirements vary widely large protein molecules. Slow freezing allows larger crystals
by analyte. to form, causing more serious degradative effects. Thus, quick
freezing is recommended for optimal stability.
After separation from blood cells, analytes have the
same stability in plasma and serum when stored under the IMPORTANCE OF POLICIES AND PROCEDURES
same conditions. Glucose concentration in unseparated The laboratory should have available all CDC,
serum and plasma decreases rapidly in the first 24 hours College of American Pathologists (CAP),
and more slowly thereafter. This decrease is more pronounced Clinical and Laboratory Standards Institute (CLSI), OSHA,
in plasma. Two approaches have been used to minimize this and The Joint Commission (TJC) guidelines, as well as other
effect. First, the serum or plasma may be rapidly separated government regulations pertaining to laboratory testing.
from the red cells, or the specimen may be collected in a
fluoride tube to inhibit glycolysis of the red blood cells, thereby The OSHA Bloodborne Pathogens Standard
stabilizing the glucose level during transport and storage. concluded that the best practice for prevention of needlestick
Fluoride has little effect on reducing glycolysis within the first injury following phlebotomy is the use of a sharp with
hour of storage and may not reach complete inhibition until 4 engineered sharps injury protection (SESIP) attached
hours of storage. One study has demonstrated a reduction in to the blood tube holder and immediate disposal of the entire
glucose concentration by 0.39 mmol/L in specimens collected unit after each patient’s blood is drawn. Information on
in fluoride that are not immediately separated. These authors exposure prevention can be found on the Exposure
suggest that specimens collected in fluoride have a negative Prevention Information Network (EPINet), a database
bias in blood glucose levels. Lactate levels increase, and a coordinated by the International Healthcare Worker Safety
greater rise is seen in plasma than in serum. Chloride and Center at the University of Virginia. Employers must
total carbon dioxide (CO2) show a steady decrease over 56 maintain a sharps injury log to record percutaneous injuries
hours, with the degree of change more pronounced in plasma. from contaminated sharps while at the same time protecting
K+ is reported to be stable for up to 24 hours, after which a the confidentiality of the injured employee.
rapid increase takes place. The degree of change is slightly
more pronounced in plasma. Unseparated serum and plasma BLOOD COLLECTION TECHNIQUES
yield clinically significant increases in total bilirubin, sodium,
VENOUS PUNCTURE TECHNIQUE
urea, nitrogen, albumin, calcium, magnesium, and total protein.
These changes are attributed to movement of water into cells ● Verify that computer-printed labels match
after 24 hours, resulting in hemoconcentration. Other studies requisitions. Check patient identification band
found potassium, phosphorus, and glucose to be the against labels and requisition forms. Ask the
analytes that were least stable in serum not removed from the patient for his or her full name, address,
clot within 30 minutes. Albumin, bicarbonate, chloride, identification number, and/or date of birth.
C-peptide, HDL-cholesterol, iron, LDL-cholesterol, and ● If a fasting specimen or a dietary restriction is

8
Before blood is collected from the radial artery in the
required, confirm the patient has fasted or
eliminated foods from diet as ordered by physician. wrist, one should do a modified Allen test to determine
● Position the patient properly. Assemble whether the ulnar artery can provide collateral circulation to the
equipment and supplies. hand after the radial artery puncture. The femoral artery is
● Apply a tourniquet and ask the patient to make relatively large and easy to puncture, but one must be
a fist without vigorous hand pumping. Select a especially careful in older individuals because the femoral
suitable vein for puncture. artery can bleed more than the radial or brachial. Because the
● Put on gloves with consideration of latex
bleeding site is hidden by bed covers, it may not be noticed
allergy for the patient.
● Cleanse the venipuncture site with 70% isopropyl until bleeding is massive. The radial artery is more difficult to
alcohol. Allow the area to dry. puncture, but complications occur less frequently. The major
● Anchor the vein firmly. complications of arterial puncture include thrombosis,
● Enter the skin with the needle at approximately hemorrhage, and possible infection. When performed correctly,
a 30-degree angle or less to the arm, with the no significant complications are reported except for possible
bevel of the needle up: hematomas.
a. Follow the geography of the vein with the
needle.
b. Insert the needle smoothly and fairly MODIFIED ALLEN TEST
rapidly to minimize patient discomfort.
c. If using a syringe, pull back on the barrel ● Have the patient make a fist and occlude both the
with a slow, even tension as blood flows ulnar (opposite the thumb side) and the radial
into the syringe. Do not pull back too arteries (closest to the thumb) by compressing
quickly to avoid hemolysis or collapsing with two fingers over each artery.
the vein. ● Have the patient open his or her fist, and observe if
d. If using an evacuated system, as soon as the patient’s palm has become bleached of blood.
the needle is in the vein, ease the tube ● Release the pressure on the ulnar artery (farthest
forward in the holder as far as it will go, from the thumb) only, and note if blood return is
firmly securing the needle holder in place. present. The palm should become perfused with
When the tube has filled, remove it by blood. Adequate perfusion is a positive test
grasping the end of the tube and pulling indicating that arterial blood may be drawn from the
gently to withdraw, and gently invert tubes radial artery. Blood should not be taken if the test is
containing additives. negative. Serious consequences may occur if this
● Release the tourniquet when blood begins to procedure is not followed, which may result in loss
flow. Never withdraw the needle without removing of the hand or its function.
the tourniquet.
● Withdraw the needle, and then apply pressure
to the site. Apply adhesive bandage strip over a Unacceptable sites are those that are irritated,
cotton ball or gauze to adequately stop bleeding edematous, near a wound, or in an area of an arteriovenous
and to avoid a hematoma. (AV) shunt or fistula. Arterial spasm is a reflex constriction
● Mix and invert tubes with anticoagulants; do not
that restricts blood flow with possible severe consequences for
shake the tubes. Check the condition of the patient.
Dispose of contaminated material in designated circulation and tissue perfusion. Radial artery puncture can
containers (sharps container) using Universal be painful and is associated with symptoms such as aching,
Precautions. throbbing, tenderness, sharp sensation, and cramping. At
● Label the tubes before leaving patient’s side times, it may be impractical or impossible to obtain arterial
with: blood from a patient for blood gas analysis. Under these
a. patient’s first and last name circumstances, another source of blood can be used, with the
b. identification number
c. date of collection recognition that arterial blood provides a more accurate result.
d. time of collection Although venous blood is more readily obtained, it usually
e. identification of person collecting reflects the acid-base status of an extremity—not the body as a
specimen whole.
● Deliver tubes of blood for testing to appropriate
laboratory section or central receiving and ARTERIAL PUNCTURE TECHNIQUE
processing area.
The artery to be punctured is identified by its
pulsations, and the overlying skin is cleansed with 70%
ARTERIAL PUNCTURE aqueous isopropanol solution followed by iodine. A non
Arterial punctures are technically more difficult to anesthetized arterial puncture provides an accurate
perform than venous punctures. Increased pressure in the measurement of resting pH and partial pressure of carbon
arteries makes it more difficult to stop bleeding, with the dioxide (pCO2) in spite of theoretical error caused by patient
undesired development of a hematoma. In order of hyperventilation resulting from the pain of the arterial puncture.
preference, the radial, brachial, and femoral arteries can be The use of butterfly infusion sets is not recommended. Using
selected. 19-gauge versus 25-gauge needles does not vary the pCO2
or the partial pressure of oxygen (pO2) by more than 1 mm
9
Hg. The amount of anticoagulant should be 0.05 mL liquid because the skin is thinner and less elastic; thus a hematoma
heparin (1000 IU/mL) for each milliliter of blood. Using too is more likely to occur from a venipuncture.
much heparin is probably the most common preanalytical error
in blood gas measurement. In newborns, skin puncture of the heel is frequently
used to collect a sample for bilirubin testing and for newborn
screening tests for inherited metabolic disorders. A deep heel
ARTERIAL PUNCTURE PROCEDURE
prick is made at the distal edge of the calcaneal protuberance
● Prepare the arterial blood gas syringe according to following a 5- to 10-minute exposure period to prewarmed
established procedures. The needle (18–20 gauge water. The best method for blood gas collection in the newborn
for brachial artery) should pierce the skin at an remains the indwelling umbilical artery catheter.
angle of approximately 45–60 degrees (90 degrees
for femoral artery) in a slow and deliberate manner.
Some degree of dorsiflexion of the wrist is SKIN PUNCTURE TECHNIQUE
necessary with the radial artery, for which a 23–25
gauge needle is used. The pulsations of blood into ● Select an appropriate puncture site.
the syringe confirm that it will fill by arterial a. For infants younger than 12 months old,
pressure alone. this is most usually the lateral or medial
● After the required blood is collected, place dry plantar heel surface.
gauze over the puncture site while quickly b. For infants older than 12 months, children,
withdrawing the needle and the collection device. and adults, the palmar surface of the last
● Compress the puncture site quickly, expel air from digit of the second, third, or fourth finger
the syringe, and activate the needle safety feature; may be used.
discard into sharps container. c. The thumb and fifth finger must not be
● Mix specimens thoroughly by gently rotating or used, and the site of puncture must not be
inverting the syringe to ensure anticoagulation. edematous or a previous puncture site
● Place in ice water (or other coolant that will because of accumulated tissue fluid.
maintain a temperature of 1°–5° C) to minimize ● Warm the puncture site with a warm, moist towel
leukocyte consumption of oxygen. no hotter than 42° C; this increases the blood flow
● Continue compression with a sterile gauze pad for through arterioles and capillaries and results in
a minimum of 3 to 5 minutes (timed). Apply an arterial-enriched blood.
adhesive bandage ● Cleanse the puncture site with 70% aqueous
isopropanol solution. Allow the area to dry. Do not
touch the swabbed area with any nonsterile object.
FINGER OR HEEL SKIN PUNCTURE ● Make the puncture with a sterile lancet or other
For routine assays requiring small amounts of blood, skin-puncturing device, using a single deliberate
skin puncture is a simple method by which to collect blood motion nearly perpendicular to the skin surface. For
samples in pediatric patients. In the neonate, skin puncture of a heel puncture, hold the heel with the forefinger at
the heel is the preferred site to collect a blood sample; in older the arch and the thumb proximal to the puncture
site at the ankle. If using a lancet, the blade should
children, the finger is the preferred site. The large amount of not be longer than 2 mm to avoid injury to the
blood required for repeated venipunctures may cause calcaneus (heel bone).
iatrogenic anemia, especially in premature infants. ● Discard the first drop of blood by wiping it away
Venipuncture of deep veins in pediatric patients may with a sterile pad. Regulate further blood flow by
rarely cause; gentle thumb pressure. Do not milk the site, as this
● cardiac arrest may cause hemolysis and introduce excess tissue
fluid.
● hemorrhage
● Collect the specimen in a suitable container by
● venous thrombosis capillary action. Closed systems are available for
● reflex arteriospasm followed by gangrene of an collection of non-anticoagulated blood and with
extremity additives for whole blood analysis. Open-ended,
● damage to organs or tissues accidentally punctured narrow-bore disposable glass micro-pipets are
● infection, and most often used up to volumes of 200 µL. Both
● injury caused by restraining an infant or child during heparinized and nonheparinized micropipets are
available. Use the appropriate anticoagulant for the
collection.
test ordered. Mix the specimen as necessary.
Accessible veins in sick infants must be reserved exclusively ● Apply pressure and dispose of the puncture device.
for parenteral therapy. Skin puncture is useful in adults ● Label the specimen container with date and time of
with; collection and patient demographics.
● extreme obesity ● Indicate in the report that test results are from skin
● severe burns, and puncture.
● thrombotic tendencies, with point-of-care
testing or with patients performing tests at home (blood CENTRAL VENOUS ACCESS DEVICES
glucose).Skin puncture is often preferred in geriatric patients Central venous access devices (CVADs) provide
ready access to the patient’s circulation, eliminating multiple
10
phlebotomies, and are especially useful in critical care and portion of urine, then collects the remaining urine in a sterile
surgical situations. Indwelling catheters are surgically container. The vessel is tightly sealed, is labeled with the
inserted into the cephalic vein, or into the internal jugular, patient’s name and date of collection, and is submitted for
subclavian, or femoral vein and can be used to draw blood, analysis. A urine transfer straw kit for midstream
administer drugs or blood products, and provide total specimens (BD Vacutainer) can be used to remove
parenteral nutrition. Continuous, real-time, intra arterial an aliquot from the sterile collection container, which then can
monitoring of blood gases and acid-base status has been be transported to the laboratory. The system consists of an
accomplished with fiber optic channels containing fluorescent adapter that attaches to a yellow evacuated sterile tube. The
and absorbent chemical analytes. vacuum draws the urine into the sterile tube. The adapter
assembly must be treated like a needle assembly system and
CVA COLLECTION TECHNIQUE be discarded into a biohazard container. A similar product is
Blood specimens drawn from catheters may be available for cultures; it uses a sterile, gray-top tube containing
contaminated with whatever was administered or infused via 6.7 mg/L of boric acid and 3.335 mg/L of sodium formate,
the catheter. The solution (usually heparin) used to maintain along with the adapter device described previously (BD
patency of the vein must be cleared before blood for analysis is Vacutainer).
collected. Sufficient blood (minimum of 2–5 mL) must be
withdrawn to clear the line, so laboratory data are reliable. Timed specimens are obtained at designated
Specialized training is therefore necessary before a catheter intervals, starting from “time zero.” Collection time is noted on
line is used to collect blood specimens. To obtain a blood each subsequent container. Urine specimens for a 24-hour
specimen from the indwelling catheter, 5 mL of intravenous total volume collection are most difficult to obtain and require
fluid is first drawn and discarded. Strict aseptic technique must patient cooperation. Pediatric collections require special
be followed to avoid site and/or catheter contamination. attention to avoid stool contamination. One can avoid problems
Coagulation measurements such as prothrombin time (PT), in collecting 24-hour specimens by giving patients complete
activated partial thromboplastin time (APTT), and thrombin written and verbal instructions with a warning that the test can
time (TT) are extremely sensitive to heparin interference, so be invalidated by incorrect collection technique. The preferred
that even larger volumes of presample blood must be container is unbreakable, measures 4 L (approximately), is
withdrawn before laboratory results are acceptable for these plastic, and is chemically clean, with the correct preservative
tests. already added. One should remind the patient to discard the
first morning specimen, record the time, and collect every
Lines, such as central venous pressure (CVP) lines, subsequent voiding for the next 24 hours. An easy approach is
are specifically inserted and used for immediate blood product to instruct the patient to start with an empty bladder and to end
infusion and are less likely to become contaminated. with an empty bladder. Overcollection occurs if the first
morning specimen is included in this routine. The total volume
collected is measured and recorded on the request form, the
ORDER OF DRAW FROM CATHETER LINES
entire 24-hour specimen is thoroughly mixed, and a 40 mL
● Draw 3–5 mL in a syringe and discard. aliquot is submitted for analysis.
● Blood for blood culture
● Blood for anticoagulated tubes (lavender, green, If results appear clinically invalid, this is cause for
light blue, etc.) suspicion. Because creatinine excretion is based on muscle
● Blood for clot tubes (red, SST, etc.) mass, and because a patient’s muscle mass is relatively
constant, creatinine excretion is also reasonably constant.
URINE AND OTHER BODY FLUIDS COLLECTION Therefore, one can measure creatinine on several 24-hour
URINE collections to assess the completeness of the specimen and
Laboratory testing of urine generally falls into three keep this as part of the patient’s record. One- and 2-hour
categories: chemical, bacteriologic, and microscopic timed collection specimens may suffice in some instances,
examinations. Several kinds of collection are used for urine depending on the analyte being measured. Urobilinogen is
specimens: random, clean-catch, timed, 24 hour, and subject to diurnal variation, with the highest levels reached in
catheterized. Random specimens may be collected at any the afternoon. Commonly, urine is collected from 2–4 pm, when
time, but a first-morning-voided aliquot is optimal for a quantification of urobilinogen is requested.
constituent concentration, as it is usually the most
concentrated and has a lower pH caused by decreased SPECIAL URINE COLLECTION TECHNIQUES
respiration during sleep. Random urine specimens should be Ureteral catheters can also be inserted via a
collected in a chemically clean receptacle, either glass or cystoscope into the ureter. Bladder urine is collected first,
plastic. A clean-catch midstream specimen is most followed by a bladder washing. Ureteral urine specimens are
desirable for bacteriologic examinations. Proper collection of a useful in differentiating bladder from kidney infection, or for
clean-catch specimen requires that the patient first clean the differential ureteral analysis, and may be obtained separately
external genitalia with an antiseptic wipe; the patient next from each kidney pelvis (labeled left and right). First morning
begins urination, stops midstream, and discards this first urine is optimal for cytologic examination.
11
amber plastic bottles. Precipitation of calcium and phosphates
occurs unless the urine is acidified adequately before analysis.

URINE STORAGE AND PRESERVATION It is particularly important to use freshly voided and
concentrated urine since they disappear rapidly in hypotonic
CHANGES IN URINE WITH DELAYED TESTING
and alkaline urine. Bilirubin and urobilinogen decrease,
RESULT REASON especially after exposure to light. Glucose and ketones may
be consumed, while bacterial contamination and loss of CO2
Changes in color Breakdown or alteration of lead to increase of pH, formation of turbidity with precipitates,
chromogen or other urine and change in color. Ideally specimens should be delivered to
constituent (e.g., the laboratory and analyzed within 1 hour of collection.
hemoglobin,melanin,
homogentisic acid,
Urine may be frozen in aliquots to be assayed at a
porphyrins) Bacterial growth,
decomposition later date for chemical analysis only. When repeat testing is
expected, the specimen should be stored in multiple aliquots
Changes in odor Bacterial growth, to circumvent specimen degradation as a result of repeated
decomposition freeze–thawing of a single specimen. Sodium fluoride can be
added to 24-hour urine for glucose determinations to inhibit
Increased turbidity Increased bacteria, crystal bacterial growth and cell glycolysis, but not growth of yeast.
formation, precipitation of About 0.5 g of sodium fluoride is added to a 3 to 4 L container.
amorphous material
Sodium fluoride may inhibit reagent (enzyme-embedded)
glucose strip tests. Tablets containing formaldehyde, mercury,
Falsely low pH Breakdown of urea by
bacteria, forming ammonia and benzoate (95 mg tablet/20 mL urine) have also been used;
however these preservatives elevate specific gravity(0.002/one
False-negative glucose Utilization by bacteria tablet/20 mL). Boric acid in a concentration of 1 g/dL
(glycolysis) preserves urine elements such as estriol and estrogen for up to
7 days. Boric acid maintains the pH at about 6.0 and
False-negative ketone Volatilization of acetone; preserves protein and formed elements well without interfering
breakdown of acetoacetate with routine testing except for pH. Boric acid is a bacteriostatic
by bacteria
preservative, not a bactericidal, and it does not inhibit the
False-negative bilirubin Destroyed by light; oxidation growth of yeasts. Boric acid has been reported to interfere with
to biliverdin drug and hormone analysis. For catecholamines,
vanillylmandelic acid (VMA), or 5-hydroxyindoleacetic acid
False-negative urobilinogen Destroyed by light (5-HIAA) collections, 10 mL of 6N HCl is added to a 3 to 4 L
container. The HCl establishes a pH of approximately <3.0
False-positive nitrite Nitrite produced by bacteria that is good for chemical testing. However, the low pH destroys
after specimen is voided formed elements and enhances uric acid precipitation.
False-negative nitrite Nitrite converts to nitrogen
and evaporates 24 HOUR URINE COLLECTION PRESERVATIVES

Increased bacteriuria Bacteria multiply in PRESERVATIVES TESTS


specimen before analysis
None (refrigerate) Amino acids, amylase,
Disintegration of cells/casts Unstable environment, calcium, citrate, chloride,
especially in alkaline urine, copper, creatinine, delta
hypotonic urine, or both ALA, glucose, 5-HIAA,
heavy metals (arsenic, lead,
mercury), histamine,
If a preservative is added to the empty collection immunoelectrophoresis,
bottle, particularly if acid preservatives are used, a warning lysozyme, magnesium,
label is placed on the bottle. The concentrated acid adds a risk methylmalonic acid,
of potential chemical burns; the patient should be warned microalbumin,
about this potential danger, and the container labeled mucopolysaccharides,
accordingly. In this scenario, the clinician must assess the phosphorus,
porphobilinogen, porphyrins,
patient’s risk of exposure to the preservative; therefore,
potassium, protein,
refrigeration may be more appropriate, and the preservative protein electrophoresis,
may be added upon submission to the laboratory. sodium, urea, uric acid,
Light-sensitive compounds, such as bilirubin, are protected in xylose tolerance

12
removed when the pressure is greater than 200 mm Hg.
10g boric acid Aldosterone, cortisol
Three aliquots are generally collected in separate, sterile tubes
10mL 6N HCl Catecholamines, cystine, labeled appropriately with name, date, and sequential tube
homovanillic acid, collection number, and distributed. It is generally
hydroxyproline, recommended that Tube #1 goes to chemistry for glucose and
metanephrines, oxalate, protein analysis, or to immunology/serology; Tube #2 goes to
VMA microbiology for culture and Gram stain; Tube #3 goes to
hematology for cell counts. Tube #3 is the least likely to be
0.5g sodium fluoride Glucose
contaminated by a bloody tap at collection.
If processing delayed longer Cytologic examination
than 24 hours: equal SYNOVIAL FLUID
amounts of 50% alcohol, Synovial fluid found in the joint cavities is an
Saccomanno’s fixative, and ultrafiltrate of plasma that is passed through fenestrations of
SurePath or Preserve CT the subsynovial capillary endothelium into the synovial
cavity. Once in the cavity, it is combined with hyaluronic
OTHER BODY FLUIDS acid, a glycosaminoglycan secreted by the synovial lining
CEREBROSPINAL FLUID cells. Synovial fluid differs from the other serous fluids in that it
Lumbar punctures (LPs) are performed to collect contains hyaluronic acid (mucin) and may contain crystals.
cerebrospinal fluid (CSF) for laboratory evaluation to Synovial fluid is collected by arthrocentesis, an aspiration of
establish a diagnosis of infection (bacterial, fungal, the joint using a syringe, moistened with an anticoagulant,
mycobacterial, or amebic meningitis), malignancy, subarach usually 25 units of sodium heparin per mL of synovial fluid.
noid hemorrhage, multiple sclerosis, or demyelinating Oxalate, powdered EDTA, and lithium heparin should not be
disorders. The most common site for lumbar puncture is used, as they can produce crystalline structures similar to
between the third and fourth lumbar vertebrae, or between the monosodium urate (MSU) crystals. Once removed, the
fourth and fifth lumbar vertebrae. A serious complication of an synovial fluid is usually transferred to three tubes—one sterile,
LP is cerebellar tonsillar herniation in patients with elevated one containing EDTA or heparin, and one red-top tube; 5–10
intracranial pressure, and it should be avoided unless CSF mL of fluid is added to each. The sterile tube is sent to
findings are expected to improve treatment or outcome. microbiology, the anticoagulated tube is sent to hematology,
Patients with spinal cord tumors with paresis may progress to and the red-top tube, after centrifugation, is used for chemical
paralysis following LP. Patients with sepsis in the lumbar analysis.
region (skin infection, cellulitis, or epidural abscess) PLEURAL FLUID, PERICARDIAL FLUID, AND PERITONEAL
should not have an LP performed, to avoid introduction of FLUID
infection. Other complications of LP include asphyxiation in Pleural fluid is an ultrafiltrate of the blood plasma. It
infants due to hyperextending the head forward, thus occluding is formed continuously in the pleural cavity. This cavity,
the trachea, paresthesia, headache, and, rarely, hematomas. normally containing 1–10 mL of fluid, is formed by the parietal
CSF is also collected by cisternal puncture. A needle is pleura, lining the chest wall, and the visceral pleura, covering
inserted into the cisternal subarachnoidea, or small space, the lung. Each lung is enveloped by this double membrane
that serves as a reservoir for CSF between the atlas and the of contiguous mesothelial layers. Pleural fluid acts as a
occipital bone in the back of the head, or by lateral cervical natural lubricant for contraction and expansion of the lungs
puncture. Specimens can also be collected from ventricular during respiration. It is reabsorbed by the lymphatics and the
cannulas (shunts) when present. venules in the pleura.

Before CSF is collected, the pressure should be Thoracentesis is a surgical procedure to drain fluid
between 90 and 180 mm Hg; this is measured by allowing (effusions) from the thoracic cavity and is helpful in diagnosing
fluid to rise in a sterile, graduated manometer. Holding one’s inflammation or neoplastic disease in the lung or pleura.
breath, abdominal compression, congestive heart failure, Pericardiocentesis and peritoneocentesis refer to the
inflammation of the meninges, obstruction of intracranial collection of fluid from the pericardium (effusion) and the
venous sinuses, mass lesions, or cerebral edema may cause peritoneal cavities (ascites), respectively. These cavities
the pressure to be elevated (>180 mm Hg). When pressure is normally contain less than 50 mL of fluid.
normal, 20 mL of specimen may be removed. On closing, the
pressure should be between 10 and 30 mm Hg. A marked The patient, sitting in an upright position, with arms
decrease in pressure following this procedure suggests and head extended on an overbed table, is prepared with a
cerebellar herniation or spinal cord compression; thus, no local anesthetic after appropriate cleansing of the site. A 50 mL
additional CSF should be collected. Patients with partial or syringe is fitted with a stopcock and rubber tubing to assist in
complete spinal block may have low pressure (<80 mm Hg), the aseptic collection process. For most chemical evaluations,
falling to zero after removal of only 1 mL. Again, no additional no additive is used and the specimen is allowed to clot.
fluid should be removed. Not more than 2 mL can be Bacteriologic and cytologic specimens may be collected in
EDTA or sterile sodium heparin (without preservatives). Special
13
studies for Mycobacterium, anaerobic bacteria, or viruses may PRE CENTRIFUGATION PHASE
require special handling procedures. Ideally, all measurements should be performed within
45 minutes to 1 hour after collection. With the exception of
SPECIMEN TRANSPORT blood gases and ammonia determinations, plasma or serum is
For blood samples, it accounts for approximately one preferred for most biochemical determinations. In clinical
third of the total turnaround time (TAT). Excessive agitation of chemistry, serum and plasma are interchangeable except for a
blood specimens must be avoided to minimize hemolysis. few measurements. Serum is required for protein
Specimens should be protected from direct exposure to light, electrophoresis and immunofixation assays, just as plasma is
which causes breakdown of certain analytes (e.g., bilirubin). necessary for fibrinogen and other coagulation measurements.
For analysis of unstable constituents such as ammonia, Serum is most commonly the specimen of choice, owing to its
plasma renin activity, and acid phosphatase, specimens must simplicity in collection and handling. Additionally, interference
be kept at 4° C immediately after collection and transported on from anticoagulants is obviated. Plasma may be used in
ice. Routine urine is collected in a sterile, disposable, 200 mL medical emergencies because samples do not have to clot
plastic container. Pediatric urine collectors are flexible before centrifugation. Usually, a greater volume of plasma than
polyethylene bags, which may be sealed for transportation. serum is obtained from a given volume of whole blood owing to
the clot formation process. Hospitalized patients are likely to
The stability of the constituents must be determined be receiving heparin (especially under critical care), which
before specimens are transported. Polystyrene or other can delay clotting in blood collection tubes even with
high-impact plastic-type containers are commonly used. activators and lead to fibrin strands that can clog up aspiration
Specimens requiring refrigeration must be maintained at probes on instrumentation.
between 2° C and 10° C and can be appropriately carried in
an insulated container. Large-volume urine specimens Blood should be stoppered in the original container
should be collected in a leak-proof, 3 to 4 L container. Stool until ready for separation. For plasma preparation, centrifuge
specimens are transported in a cardboard container and blood within 1 hour after collection, for 10 minutes at a relative
placed in a polyethylene bag. To mail a specimen in the centrifugal force (RCF) of 850–1000× gravity (g), keeping
frozen state, solid carbon dioxide (dry ice) may be packed in a the container stoppered to prevent evaporation of plasma or
polystyrene container with the specimen, which can be kept serum water. Adequate time for clotting must be allowed to
frozen at temperatures as low as −70° C. prevent latent fibrin formation, which may cause undesirable
clogging of automated chemistry analyzers. Loosening the clot
For example, if individual containers of blood or OPIM by “trimming” or “ringing” the tube may cause some hemolysis
are placed in a larger container during storage, transport, and should be avoided. When glass tubes are used, they
shipment, or disposal, and that larger container is labeled with should be centrifuged in an aerosol contained vessel. Serum or
the OSHA “BIOHAZARD” label or is color-coded, the individual plasma must be stored at 4° C to 6° C if analysis is to be
containers are exempt from the labeling requirement. OSHA delayed for longer than 4 hours. One study suggests that this
accepts the Department of Transportation’s (DOT’s) may not be necessary. Many laboratories store samples for
“INFECTIOUS SUBSTANCE” label in lieu of the “BIOHAZARD” 7 days in case a test is added.
label on packages where the DOT requires its label on shipped
containers, but requires the “BIOHAZARD” label where OSHA CENTRIFUGATION PHASE
regulates a material but DOT does not. If the DOT-required A centrifuge uses centrifugal force to separate
label is the only label used on the outside of the transport phases of suspensions by different densities. It is most
container, the OSHA-mandated label must be applied to any frequently used in processing blood to derive plasma or serum
internal containers containing blood or OPIM. The accepted fractions. Urine and other body fluids may be centrifuged
“BIOHAZARD” label is fluorescent orange. to concentrate particulate matter as sediment to be examined
and to minimize interference with other determinations from the
For laboratory use, blood specimens are placed in a same material. Conditions for centrifugation should specify
carrier with liners to prevent leakage and padding to ensure both the time and the centrifugal force. In selecting a
that specimen containers remain intact. The advantages of a centrifuge, one should look for the highest possible centrifugal
pneumatic tube system are improved TAT, reliability, minimal force and not the rotational speed. The RCF in g units, that
training, low maintenance, availability 24 hours/day, 7 is, multiples of the gravitational force, may be calculated
days/week, and improved staff utilization. Studies have shown by using the following formula:
that most routine chemical and hematologic evaluations,
including blood gases, red cell packs, coagulation tests, and RCF = 1.118x10-5x r x (rpm)2
LD values, are not substantially affected by rapid transport.
where 1.118 × 10−5 is a constant; r is the radius, expressed in
SPECIMEN PROCESSING centimeters, between the axis of rotation and the center of the
Processing of specimens includes three distinct centrifuge tube; and rpm is the speed in revolutions per
phases: pre centrifugation, centrifugation, and post minute. The RCF can also be obtained from a nomogram that
centrifugation. gives the RCF without the need to calculate it from the
14
previous formula.

Tubes, carriers, or shields of equal weight, shape, and INTERFERENCES


size should be placed in opposing positions in the centrifuge The patient’s medical condition might cause
head to achieve appropriate balance. Tubes must be balanced abnormalities that can be evaluated by measurement of
across the center of rotation, and each bucket must be various analytes, and some of those abnormally elevated
balanced with respect to its pivotal axis. Specimens must be substances can markedly interfere with some basic modes of
placed with regard for a geometrically symmetrical analysis.
arrangement, using water-filled tubes to attain balance. SPECIMEN COLLECTION
Plasma separator tubes containing lithium heparin
Re-centrifugation of gel separator tubes has been should not be used for lithium measurements, and electrolyte
associated with pseudohyperkalemia. One study demonstrated measurements are not valid in tubes with potassium EDTA or
that after initial centrifugation, a new serum layer will develop sodium citrate. Proper collection technique avoids hemolysis
under the gel within the cellular layer. During storage, (release of potassium; introduction of spectral interference)
potassium leaks from the cellular layer into the new serum and contamination of blood with tissue fluid using fingersticks
layer, creating hyperkalemia in this layer. When the tube is or heelsticks.
re-centrifuged, the new serum layer will move above the gel
layer and cause a pseudohyperkalemia in the serum for Small volumes of blood may be acceptable for some
analysis. The same authors also demonstrated that a chemistry tests or cell counts; however, coagulation tests
pseudonormokalemia in patients with true hypokalemia may be require a minimal volume of blood in the collection tube to
erroneously reported after re-centrifugation. achieve correct balance with citrate anticoagulant, which also
chelates calcium. Excess citrate in plasma from insufficient
blood volume leads to falsely elevated clotting times. This
interference is also important in polycythemia, when the
EQUIPMENT hematocrit is abnormally high and plasma volume in which the
These include tabletop, general laboratory citrate distributes is small. Thus, even in an apparently
centrifuges; horizontal head, fixed-angle, or angle-head; correctly filled tube, polycythemia can lead to falsely prolonged
high-speed centrifuges; portable floor models, undercounter PT and PTT unless the amount of citrate anticoagulant in the
models; microcentrifuges; refrigerated and unrefrigerated tube is reduced proportionally to the decrease in plasma
types; and ultracentrifuge models. Ultracentrifuges are high volume in that patient.
speed and capable of reaching a centrifugal force of 165,000
times gravity. These centrifuges require refrigeration chambers OPTICAL INTERFERENCES
to compensate for the considerable heat produced. The most common interfering conditions are
Ultracentrifuges are used to clear serum of chylomicrons, hemolysis and icterus, which strongly absorb particular
which is necessary to avoid interference with clinical testing. wavelengths of light, and also lipemia, which scatters light and
An example of a centrifuge designed for fast speed and quick so blocks its transmission. Lipemia can potentially be cleared
turnaround time is the StatSpin Express 3, a microprocessor from a serum or plasma specimen by ultracentrifugation, and
-controlled, high-speed bench-top centrifuge designed to hemolysis that occurs at the time of blood collection can be
rapidly separate blood in evacuated tubes. This centrifuge eliminated by re-collection of the specimen; however, bilirubin
accelerates rapidly and brakes very fast, decreasing specimen in a specimen is not readily removed and so may cause
processing time. The centrifuge operates at a fixed speed of spectral interference through its high absorbance at
8500 rpm, produces a RCF of 4440 × (g), and can be wavelengths between 340 and 500 nm. Bilirubin can also
operated with a 120- or 180-second spin cycle. interfere chemically, particularly in peroxidase-coupled assays
such as those for uric acid, cholesterol, and triglycerides.
Centrifuge capacities vary with model type and Result reporting should include a statement about the
centrifuge head. Specimen volume (per tube), number of tubes appearance of a specimen if it is particularly abnormal and
to be centrifuged, speed required for adequate separation, and a qualification about the validity of the results for the physician
durability of equipment should be considered. For every to use in interpreting any abnormal findings (e.g., elevated
laboratory procedure requiring centrifuge operation, a written potassium in hemolyzed specimens).
specification identifying centrifuge type, temperature, g forces,
and length of centrifugation time is required. Calibration of the IMMUNOASSAYS
centrifuge must be part of the quality assurance process. Most modern immunoassays utilize mouse
Speed settings must be calibrated using rpm, and RCFs must monoclonal antibodies in various configurations, often with
be calculated using the earlier formula or a nomogram. Any separate solid phase capture antibody and signal antibody that
significant changes will indicate deterioration effects, such detect specific antigens through molecular sandwich formation.
as wearing of brushes or bearing problems. Timers must be The signal antibody is typically conjugated with an enzyme of
checked for accuracy. other substance such as a chemiluminescent tag. In many
enzyme immunoassays (EIAs), the label is peroxidase, which
15
converts a colorless substrate to a colored product in solution erroneous), whereas the physiologically important aspect such
whose optical absorbance is proportional to the concentration as ionic activities is the osmolality. If excess lipids are the
of the analyte. Although bilirubin and lipemia can interfere in cause, they may be removed by ultracentrifugation. If
principle with EIAs, wash steps may remove significant interference is due to excess protein, an alternative mode of
amounts of them and so minimize their effects from spectral analysis such as ion-selective electrodes in undiluted
interference. In contrast, Hb from a heavily hemolyzed specimens can be employed to yield correct electrolyte activity
specimen can have marked interference in peroxidase-based (i.e., equivalent of osmolality).
EIAs even after the prescribed number of wash steps because
of the pseudoperoxidase activity of Hb in the residue remaining MOLECULAR DIAGNOSTICS
in the assay well. This effect is especially problematic for Laboratory manipulations of nucleic acids are
severely hemolyzed specimens such as blood collected susceptible to interferences at various stages, including
postmortem. Consequently such hemolyzed specimens may specimen collection and processing. Blood specimens for
not be at all suitable for analysis by peroxidase-based EIAs. nucleic acid testing are generally collected into EDTA
Other EIAs that use alkaline phosphatase or β-galactosidase anticoagulants to inhibit enzymes that might break them down.
on the signal antibody or those that employ Heparin is a poor choice for anticoagulant in this application
chemiluminescence as a tag do not have as much because it can be coextracted with DNA and inhibits DNA
interference from hemolysis. polymerase in polymerase chain reactions (PCRs). Hemin
from hemolysis in plasma or serum can also inhibit DNA
Another problem sometimes encountered in polymerase. RNA is labile in blood or tissues, and so these
immunoassays with mouse monoclonal antibody reagents is specimens must be stored appropriately by rapid freezing in
the presence of human anti-mouse antibodies (HAMAs) or liquid nitrogen if the extraction will be delayed.
heterophile antibodies in patients. HAMAs can arise following
antigenic stimulation from therapeutic mouse monoclonal Extraction of nucleic acids from clinical specimens
antibodies that are administered to alter immune responses such as plasma (e.g., for viral load measurement), blood cells
(e.g., anti–T cell antibody), to bind and remove toxic levels of (e.g., for genetic testing), or tissues (e.g., for analyzing
drugs (e.g., digoxin), or to attack tumors. Some individuals with mutations in tumors) entails lysing cells and separating
HAMAs have no history of therapeutic exposures but could nucleic acids from proteins and lipids. Reagents for
conceivably have had incidental exposure to mouse proteins extraction include salts, proteases, and phenol-chloroform to
through contaminated food or other environmental sources. denature the substances complexed with nucleic acids. This
The effect of HAMAs in immunoassays can be to cross-link process must be optimized for specimen type to recover high
capture and signal antibodies in a sandwich that mimics true quality nucleic acids with good quantitative yield. Accordingly,
antigen. For example, an immunoassay for laboratories practicing nucleic acid amplification should have
thyroid-stimulating hormone (TSH) that has separate separate pre-amplification, amplification, and post-amplification
antibodies against a and β subunits might yield an areas with strict rules about personnel movements between
astonishingly high false-positive result in a euthyroid person them.
with HAMA; in this case, the other thyroid function tests could
be completely normal. The presence of HAMA can be EFFECTS OF DRUGS
confirmed by direct measurement (usually sent to a reference Analytic methods that are based on
laboratory) and can also be inferred by adsorption of the oxidation–reduction reactions may be influenced positively or
HAMA onto special tubes coated with mouse antibodies, negatively by ingested substances such as ascorbic
followed by repeat measurement of the analyte to look for acid (vitamin C). This interference is observed in chemical
reduction in signal strength in the treated specimen. testing of serum on automated analyzers, and it can also occur
in urine testing for glucose (positive interference for reducing
SPECIMEN MATRIX EFFECTS substance method; negative interference with enzymatic
Common biochemical analytes such as electrolytes, method). In stool testing for occult blood, peroxidases from
small molecules, enzymes, etc., are generally distributed in the meats (myoglobin) or vegetables (horseradish) in the diet
water phase of plasma or serum. Consequently, specimens can yield a false-positive result with guaiac-based methods, as
with reduced water phase due to hypoproteinemia (e.g., from can topical iodine or chlorine used as a disinfectant.
very high concentrations of a myeloma protein) or
hyperlipidemia (e.g., high chylomicron content) can have The list of potential interfering drugs is extremely long,
reduced content of those solvent analytes even though other and some methods for a particular analyte may be strongly
properties such as ionic activities in those specimens may be affected, whereas other methods may not be affected. A
within normal physiologic range. This phenomenon is termed voluminous compendium of drug interactions has been
the solvent exclusion effect, referring to the exclusion developed by Dr. Donald S. Young. In addition to assisting
of water and small molecules in the aqueous phase when more with recognition of potential interferences, this source can be
volume within a specimen is occupied by protein or lipid that used to evaluate a different method that is unaffected by a
excludes water. The content of small molecules per volume is particular drug to confirm the accuracy of measurement in
the osmolarity (which is the measurement that can be cases of suspected interference. These interferences are
16
separated into those whose effects are manifested directly in
the assay in vitro and those that are due to drug actions in
vivo, whereby physiologic functions are changed (e.g.,
prolonged prothrombin time with Coumadin; lower potassium in
blood with some diuretics).

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