| A lavender top microcollection container that has EDTA as an anticoagulant is used to collect a capillary hematology specimen for a complete blood count (CBC). If additional specimens are also collected with the same dermal puncture into a green top and a red top container, at what point should the lavender top for the CBC specimen be collected? | View Page |
| Introduction A dermal (skin) puncture may be required when a venipuncture cannot be performed or may be the option of choice for some point-of-care test procedures. A dermal puncture may be a fingerstick or, in the case of small infants, may be a heelstick. Patient safety involves proper identification prior to specimen collection, care in preparing the collection site, proper technique during collection, and treatment of the puncture wound following collection. The technique that is used for collection of the specimen must also prevent the introduction of errors that could cause the specimen to be rejected and require recollection. | View Page |
| Venous, Arterial, and Capillary Blood Specimens Venous BloodVenous blood is deoxygenated blood that flows from tiny capillary blood vessels within the tissues into progressively larger veins to the right side of the heart. Venous blood is the specimen of choice for most routine laboratory tests. The blood is obtained by direct puncture to a vein, most often located in the antecubital area of the arm or the back (top) of the hand. At times, venous blood may be obtained using a vascular access device (VAD) such as a central venous pressure line or Hickmann Catheter or an IV start. Most laboratory reference ranges for blood analytes are based on venous blood.Arterial BloodDeoxygenated blood is pumped from the right side of the heart to the lungs where it takes up oxygen. The now oxygenated blood is pumped through the left side of the heart via arteries.The most common reason for collection of arterial blood is the evaluation of arterial blood gases. Arterial blood may be obtained directly from the artery (most commonly, the radial artery) by personnel who are trained to perform this procedure and are knowledgeable about the complications that could occur as a result of this procedure. Arterial blood may also be obtained from a vascular access device (VAD) inserted in an artery such as a femoral arterial line or Swan-Gantz catheter. Capillary BloodCapillary blood is obtained from capillary beds that consist of the smallest veins (venules) and arteries (arterioles) of the circulatory system. The venules and arterioles join together in capillary beds forming a mixture of venous and arterial blood. The specimen from a dermal puncture will therefore be a mixture of arterial and venous blood along with interstitial and intracellular fluids.Capillary blood is often the specimen of choice for infants, very young children, elderly patients with fragile veins, and severely burned patients. Point-of-care testing is often performed using a capillary blood specimen. Specimen Type Method of Collection Common Use Venous Direct puncture of vein by venipuncture; vascular access device Routine laboratory tests Arterial Direct puncture of artery; vascular access device Arterial blood gases Capillary Dermal puncture of fingertip or heel Infants and young children Elderly patients with fragile veins Severly burned patients Point-of-care testing | View Page |
| Dermal Puncture vs Venipuncture In some situations, the phlebotomist will make the decision if a blood specimen will be obtained by dermal puncture or venipuncture. The patient's condition, the age of the patient, the amount of blood needed for testing, and the risks associated with the procedure will help the phlebotomist determine the best method for collection.A dermal puncture requires less precision, therefore it is less critical for the patient to be still or immobilized. However, if the puncture is not performed correctly, or an approved site is not used, the puncture may cause more discomfort, or even injury to the patient.The risk of accidental needlestick injury to the patient and phlebotomist is minimal since the puncture device is designed to retract the needle once the puncture is made. The puncture is quick and standardized for puncture depth. However, the procedure takes longer to complete. This delay in collection of the blood specimen could result in hemolysis or clotting of the blood or tissue fluid contamination of the specimen and specimen rejection by the laboratory.The dermal puncture minimizes the amount of blood taken from the patient. This will be important to consider, especially with infants in an intensive care nursery. However, some laboratory tests require larger amounts of blood for testing; in these cases, capillary collection is not an option.If a patient is dehydrated or has poor peripheral circulation, an adequate blood collection from a dermal puncture may not be possible. | View Page |
| Which of these patients may not be a candidate for capillary blood collection by dermal puncture? | View Page |
| Miscellaneous Equipment In addition to the puncture device, additional equipment may be required when performing a successful dermal puncture.Plastic microcollection devices: Plastic microcollection devices are small plastic tubes designed to collect capillary blood from a dermal puncture wound. Each small collection tube is color-coded in the same manner as blood collection tubes used for venipuncture. The color of the cap of each container tube corresponds to the type of additive inside the tube, most often an anticoagulant. The additive coats the inside of the tube. Examples of microcollection devices are shown below. Heel warmer: It is best practice to warm the heel of an infant with a warming device known as a heel warmer. The heel warmer, when activated, is designed to warm its contents to a standardized temperature. This temperature will be hot enough to effectively warm the heel and facilitate blood flow to the area without causing heat injury to the patient. It is unacceptable to warm a cloth using a microwave. There may be "hot spots" on the cloth that could potentially burn the patient. Keep in mind, what may feel warm to you, the phlebotomist, may feel hot to your patient!Plastic or Mylar-wrapped capillary tube: In some facilities blood from a capillary puncture is collected directly into a capillary tube. These tubes are very delicate and must be used with great caution. As soon as the tube is two thirds to three-fourths filled, one end is sealed to prevent blood from leaking out.Glass microscope slides: In some facilities, the person collecting the capillary specimen may also be required to prepare a blood smear for laboratory examination. A drop of blood is placed directly on a glass slide and spread to create an area for cell examination. If you are required to prepare blood smears, remember that the slide is considered infectious until fixed or stained. It is also important to remember that glass is a sharps hazard. If not used correctly, the glass may cause injury to both the patient and the phlebotomist. Be as cautious with a glass slide containing blood as you are with a contaminated needle. Dispose of glass slides that will not be used for testing in approved sharps containers.Alcohol and gauze pads: Alcohol is the disinfectant of choice for dermal puncture. The alcohol must be allowed to air dry, which will prevent hemolysis of the specimen and discomfort for the patient. A piece of clean or sterile gauze is used to wipe away the first drop of blood. Gauze is also used to apply pressure to the wound after the specimen collection is complete to stop the wound from bleeding.Iodine or other approved cleaning agents may be used as an alternative to alcohol.Bandage: It may be necessary to apply a bandage to the puncture wound on a finger or heel if the site continues to bleed. However, it is NOT recommended to bandage the finger of a child who is 2-years-old or younger since the bandage may become a choking hazard if the child puts that finger in his/her mouth.Personal protective equipment (PPE): All healthcare professionals that may come in contact with blood and/or body fluids while performing a laboratory procedure are required to wear intact gloves. It is against safety guidelines to alter gloves in any way that may compromise the integrity of the gloves. Eye protection, such as safety goggles, is recommended if there is the possibility of a splash of blood while collecting a capillary blood specimen. In many facilities, special gowns are required in some patient areas such as special-care nurseries. Always follow the policies of your facility in regard to PPE. | View Page |
| Inappropriate Sites/Patients for Capillary Puncture There are some instances where a dermal puncture is prohibited or not recommended.Mastectomy patientsAs a general rule, a dermal puncture, or a venipuncture, should not be performed on the side affected by a mastectomy. The body's ability to fight infection is compromised if lymph nodes were removed. A physician's permission must be obtained before performing a blood collection procedure on the same side as a mastectomy. Edematous siteDermal punctures should not be performed on previously punctured sites or swollen sites. Excess tissue fluid may contaminate the specimen.Dehydrated patientIf the patient is dehydrated or has poor circulation, it may be impossible to get a quality specimen. Fingerstick on a newborn or young infant Dermal punctures must never be performed on the fingers of a newborn or very young infant (usually defined as under 12-months-old). There is very little distance between the skin and the bone. Therefore, the bone could be easily pierced during the puncture, causing injury to the bone, infection, or gangrene. | View Page |
| Infants and Geriatric Patients: Monitor the Amount of Blood Obtained The collection of a capillary blood specimen is often used on newborns and geriatric patients. These two groups are most susceptible to blood depletion. Therefore, a dermal puncture is preferred over venipuncture where too much blood may be inadvertently collected.In some facilities, the amount of blood obtained from a patient will be charted or recorded after every procedure. This may become part of the patient's medical record and is usually entered by the nursing staff. In these cases, the nurse will interact with the laboratory staff to advise them of the safe amount of blood that can be obtained. | View Page |
| Case Julie Smith was a newly certified phlebotomist and had been working at Northwood Hospital for several months. As she approached room 825, she looked on her collection list to verify this was the correct room for her first collection. Indeed it was, even though there was no patient name on the door. Her collection list told her the patient in room 825 was a 55 year old male named John Ready. After knocking several times, Julie entered the room to find a middle aged man who appeared to be sleeping. Julie approached the patient and said, "Good day Mr. Ready. My name is Julie and I am from the lab. I need to draw blood for some tests ordered by your doctor." The man awoke and seemed irritated as Julie repeated herself. The patient responded and told Julie to do whatever she needed to do so he could go back to sleep Julie then proceeded to do the venipuncture. | View Page |
| Discussion A phlebotomist should never use an arm with restricted usage for the venipuncture. Even if no sign is posted, the patient may tell you not to use a particular arm for various reasons, i.e. previous mastectomy, history of phlebitis, active AV fistula, etc. Do not draw blood above an IV line. If blood is taken from a vein above an IV line it might be diluted by the IV fluid, which could cause incorrect test results. In this case, Bobby should choose a vein on the dorsum of Mrs. Grayson's hand, below the IV. A butterfly needle would facilitate drawing blood from these small hand veins.Relevant topics:Alternate sites, Sites to avoid, Signs, Arms to avoid
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| Case Bobby Jones, a phlebotomist at Georgetown Hospital, entered the room of Mrs. Mary Grayson with a physician's order to draw some blood work. After properly greeting Mrs. Grayson, identifying himself and checking her armband, Bobby prepared for the venipuncture. He suddenly notice a sign posted above the bed that read: "Restricted left arm usage. Previous mastectomy - Do no use left arm for venipuncture." Bobby set up his equipment to use her right arm and noticed an IV line in Mrs. Grayson's right arm positioned in a vein slightly above her wrist on the dorsum (top) of her forearm. | View Page |
| Which site should Bobby choose for the venipuncture? | View Page |
| Case Julie Smith, a newly certified phlebotomist at Northlake Hospital, entered a patient's room on the third floor for a routine blood draw. The patient was an elderly woman who had very small fragile veins. Julie therefore decided to use a safety butterfly needle attached to a Vacutainer tube in order to draw the blood. When Julie was finished with the venipuncture, she detached the butterfly needle from the Vacutainer, and approached the Biohazard needle disposal box. She noticed that the disposal box was full , but decided to try to fit the butterfly into the box anyway. Holding the butterfly by the tubing, she tried to push the butterfly into the box. The needle suddenly recoiled and stuck Julie's finger. Julie left the patient's room in a panic and headed back to the lab to report the needle stick injury. | View Page |
| Case A phlebotomist at Monroe Medical Center will be collecting a lavender top tube, a green top tube, a light-blue top tube, and a serum separator tube from a patient. For safety reasons, the laboratory has transitioned to using all plastic tubes. | View Page |
| Discussion The phlebotomist should always carefully observe the patient for clues about his mental and physical condition. In this case, the patient verbally expressed her fear of needles. In other cases, such fear may be expressed on the patient's face or through other clues. It may help to engage apprehensive patients in conversation during the venipuncture to keep their mind off the procedure.As soon as the patient stated that she felt faint, the procedure should have been terminated. If a sitting patient faints, placing her head between her knees will help to revive her. Make sure the patient does not injure herself. Ammonium (smelling) salts, if in use at your institution, should be used cautiously, since they can be irritating. Get help from the nursing staff or a physician. Stay with the patient at least 15 minutes. The patient should not leave the area for at least 30 minutes. Make sure other appropriate institutional procedures are followed after fainting.Relevant topics:Fainting, Fainting continued | View Page |
| Case A phlebotomist at an outpatient drawing station prepares to collect blood from a patient who is scheduled for surgery the next day. The patient tells the phlebotomist that she is afraid of needles. The phlebotomist assures the patient that everything will be fine. He seats the patient in a phlebotomy chair. He talks the patient through the beginning of the venipuncture and she seemed to be doing fine. As the second of four tubes is being drawn, the patient suddenly blurts out that she fells very dizzy and is going to faint. | View Page |
| What should the phlebotomist do now? | View Page |
| What did the phlebotomist do wrong? | View Page |
| Butterfly needles with built-in safety features continued Two examples of butterfly needles with built-in safety devices are shown.The Punctur-Guard™ (Bioplexus), shown above, uses an internal blunt needle which is activated after blood is drawn. The activated device showing the blunt internal needle is shown in the inset on the upper right.
The Angel Wing ™ (Monoject), is activated by sliding a safety shield over the needle after venipuncture.
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| Needle holders with built-in protection devices You will be required to use appropriate safety devices with your needle holder. Various options are available.
The Needle-Pro™ Needle protection device (Sims Portex) shown here is an example of a needle holder with a built-in safety device.
It is activated after venipuncture by pressing the orange protection device against any flat surface so as to engage the sheath firmly on the needle.
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| Multiple draw needles Multiple draw needles are used with vacuum collection tubes.They allow the collection of blood into multiple vacuum collection tubes during a single venipuncture.
They have a retractable sheath over the portion of the needle that penetrates the blood tube.
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| Routine Venipuncture equipment continued Basic equipment includes: Alcohol swab, Bandage, Tube(s), Needle, Needle holderDo not remove the needle cover until you are ready to perform the venipuncture. | View Page |
| Cleaning the site Use an isopropyl alcohol swab to clean the site.Move the swab in an outward expanding spiral starting with the actual venipuncture site. | View Page |
| Wash hands and apply gloves Before Venipuncture: Wash hands and apply new gloves | View Page |
| Routine venipuncture equipment Basic equipment must be in close proximity to the venipuncture site for easy access. | View Page |
| Cleaning the site continued Allow the alcohol to dry prior to performing the venipunctureDrying gives the alcohol time to disinfect the site.It also tends to prevent a burning sensation from occurring during venipuncture. | View Page |
| Hold vein in place You may now hold the patients arm below the venipuncture site.Pull the skin below the vein to anchor it and keep it from rolling. | View Page |
| Venipuncture Standard precautions Treat all blood & body fluids as if they were infectious.Always wear gloves during vascular access procedures. | View Page |
| Finger stick - Site preparation If possible, use the fourth (ring) finger or the middle finger.Many patients prefer that you use fingers on their nondominant hand.
Choose a puncture site near the right or left edge of the finger tip.Clean the site as you would for routine venipuncture. | View Page |
| Select the site Assemble the proper equipment, and place it in a convenient location.Apply the tourniquet, then choose a venipuncture site.
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| Remove iodine Clean the venipuncture site with alcohol to remove all the iodine from the patients arm, then apply a bandage.
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| Clean the bottle tops Clean blood culture bottles while the iodine on the venipuncture site is drying. Wipe the tops of the blood culture bottles, first with a new iodine swab, then with a clean alcohol pad. | View Page |
| Fainting Rarely, patients will faint during venipuncture.It is therefore important that patients are properly seated or lying in such a way during venipuncture so that if they do faint, they won't hurt themselves.A typical fainting spell is self-limited, and the patient usually "comes-to" in a few minutes or less. | View Page |
| Blood should not be drawn from arms with IVs Blood drawn from veins with intravenous lines (IVs) may be diluted by the IV fluids. Arms containing IVs should therefore not be used to draw blood specimens.
If an arm with an IV line in place must be used for venipuncture, be sure to choose a site below the location of the IV, so that the specimen will not be diluted with IV fluids. | View Page |
| What if no blood flows when the needle is in place? The needle may not be in a vein. Try slightly manipulating the needle. If no blood flows, withdraw the needle and repeat the venipuncture. Never probe the patient's arm with the needle. The bevel of the needle may be compressed against the inside of the vein wall. Slightly manipulating the needle should result in blood flow.
The needle may have passed entirely through the vein. Pull it back slightly, and blood should flow. | View Page |
| Unsatisfactory specimens Poor and unsatisfactory specimens pose significant problems : They can cause misleading laboratory results.Unsatisfactory specimens must be rejected by the laboratory. The patient must then undergo another venipuncture to get a better specimen. It costs time & money to redraw the specimen.The credibility of the laboratory is reduced if too many unsatisfactory specimens are drawn. | View Page |
| What is phlebotomy? Phlebotomy, also known as venipuncture, means collecting blood from veins.Phlebotomists, by definition, collect venous blood, but perform a variety of other important medical tasks as well. | View Page |
| Professionalism: appearance continued Long hair should be arranged so that it does not touch the patient or venipuncture site during collection.
Long necklaces should be avoided for the same reason.
Excessively large rings should not be worn since they may damage gloves.
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| Blood Collect the blood specimen next, if required.Be sure to use the iodine swab provided in the collection kit to disinfect the venipuncture site.Do not use an alcohol swab, as this might lead to suspicion of a falsely elevated blood alcohol result. | View Page |
| What is Venipuncture? Venipuncture is the collection of blood from a vein. The person having the responsibility for the performance of the venipuncture may be a phlebotomist who is a part of the laboratory staff, or he/she may be another healthcare professional that has been trained to perform this duty. In this course, we will refer to the person performing the venipuncture as the phlebotomist. | View Page |
| Tools of the Trade A variety of tools are available to ensure a safe and successful venipuncture. It is important to know which tools to choose and how to use them correctly so that an adequate specimen is collected for laboratory testing. | View Page |
| Give Yourself a Chance A key element for successful venipuncture is choosing the best vein. To determine the best vein, use both sight and touch. Remember -- the first vein found is not always the best vein. Take enough time to assess the vein before beginning the venipuncture procedure. | View Page |
| Explore the Possibilities! The antecubital area of the arm is usually the first choice for routine venipuncture. This area contains the three vessels primarily used by the phlebotomist to obtain venous blood specimens: the median cubital, the cephalic and the basilic veins.Although the veins located in the antecubital area should be considered first for vein selection, there are alternate sites available for venipuncture. These include the top of the hand, the side of the wrist, and the forearm. These sites should only be considered after determining that the veins of the antecubital area cannot be accessed or cannot be used. Vein Location Reason for Choice Placement Direction Median Cubital Mid antecubital fossa Vertical to diagonal Musculature assists in stabilizing vein; very often largest; ease of access Cephalic Thumb side of antecubital fossa Vertical Ease of access; few nerves and tendons in area Basilic Body side of antecubital fossa Vertical to diagonal More difficult to access; proximity of artery, nerves and tendons. Use this vein only as the final alternative. | View Page |
| Proper Patient Identification In order to prevent errors that affect specimen quality, the phlebotomist must pay close attention to detail during the entire venipuncture process. All steps of the phlebotomy procedure must be included for every venipuncture. This will help to maintain specimen integrity during the collection, transport, and handling of blood specimensProperly identify the patient every timeThe phlebotomist is responsible for correctly identifying the patient using two unique patient identifiers that include the patient's complete first and last name, medical record or hospital number, and/or date of birth. The patient location or room number, bed tag and chart are not reliable forms of identification and should not be used for patient identification. Every patient must verbalize his/her name to the phlebotomist, if able to do so. It is unacceptable for the phlebotomist to ask the patient to confirm his/her name that was verbalized by the phlebotomist. For example, the phlebotomist should say, "Would you please tell me (or spell) your name and birthdate. " The phlebotomist should NOT say, "Are you Sally Brown, and is your birthdate June 1, 1925?" If this is a hospital inpatient, check the information on the patient's wristband and confirm that the name and hospital number or medical record number matches the patient information on the test order. Never rely on identification attached to a bed, chart or door. NEVER draw a patient whose identity is not established or is in conflict. If there is a discrepancy, the phlebotomist must STOP and seek assistance to have the discrepancy resolved before proceeding with the venipuncture. If this is an outpatient that does not have a wristband, ask the patient (or guardian/caregiver) to state the patient's date of birth. A picture ID, such as a driver's license, can also be used for positive patient identification. | View Page |
| What is a Hidden Error? Hidden errors are those that cannot be detected or corrected by the laboratory analyst prior to testing. Most often these errors can be prevented by the phlebotomist following correct venipuncture procedure for every procedure, every time.Hidden errors include hemoconcentration, incorrect order of draw, and (the most serious of all errors) misidentification of patient or specimens. Because these errors often are unknown, the analyst may inadvertently report erroneous patient results which could be harmful to the safety and well-being of the patient. Condition What is it? How does it happen? What is the Result? Hemoconcentration Blood pools at site of venipuncture Tourniquet is applied for a prolonged period of time Test results may be inaccurate because blood components move between blood and tissues Pouring Blood between tubes Mixing contents of two or more tubes Removing top of tube to combine contents of one tube with another Inaccurate test results due to over or under dilution or incorrect anticoagulant Clots form due to lack of mixing Patient may have to be redrawn Incorrect patient identification and incorrect specimen labeling Using the wrong name to label a specimen Failure to positively identify EVERY patient using 2 unique identifiers BEFORE beginning venipuncture Failure to label EVERY specimen in the presence of the patient Failure to concentrate fully on the task Results reported to caregiver for wrong patient Compromises patient care; may be life-threatening | View Page |
| Avoid Prolonged Tourniquet Time A prolonged tourniquet time may lead to blood pooling at the venipuncture site, a condition called hemoconcentration. Hemoconcentration can cause falsely elevated results for glucose, potassium, and protein-based analytes such as cholesterol.Ideally, the tourniquet should be in place no longer than one minute to prevent hemoconcentration. If the phlebotomist takes longer than one minute to assess and locate vein of choice for venipuncture, it is best practice to release the tourniquet, assemble supplies and reapply tourniquet immediately before needle insertion. | View Page |
| Ideally, a tourniquet should remain tightened for no longer than what amount of time before releasing it? | View Page |
| References Clinical and Laboratory Standards Institute (CLSI). Collection, Transport, and Processing of Blood Specimens for Testing Plasma-Based Coagulation Assays; Approved Guideline. Fourth ed. CLSI document H21-A4. NCCLS. Wayne, PA: 2003.Clinical and Laboratory Standards Institute (CLSI). Procedures for the Collection of Diagnostic Blood Specimens by Venipuncture; Approved Standard. Sixth ed. CLSI document H3-A6. NCCLS. Wayne, PA: 2007.Clinical and Laboratory Standards Institute (CLSI). Procedures for the Handling and Processing of Blood Specimens; Approved Guideline. Third Edition. CLSI document H18-A3. NCCLS.Wayne, PA: 2004.Ernst DJ. Applied Phlebotomy. Baltimore, MD: Lippincott Williams & Wilkins: 2005.Lowe B. Reinforcing safety sticklers. Advance for Medical Laboratory Professionals. May 2004; 16:2A-3A.The Joint Commission. National Patient Safety Goals. Available at: http://www.jointcommission.org/standards_information/npsgs.aspx. Accessed July 2, 2012. | View Page |
| Needles - What's the Point? Needles that are used for venipuncture are available in a variety of lengths and diameters. The diameter of the needle is referred to as the needle gauge; the larger the diameter of the needle, the smaller the gauge number. The image on this page illustrates the relative gauges of needles that are available for venipuncture. Needles that are routinely used for venipuncture are available in 3/4 inch, 1 inch and 1 1/2 inch lengths. The phlebotomist determines the gauge and length of the needle to use for a venipuncture after assessing the vein. | View Page |
| Blood Collection Systems and Devices The phlebotomist has a choice of several blood collection systems. Three that are commonly used are discussed on the following pages. Evacuated Tube SystemThe primary choice for a routine venipuncture that will be performed on an adult or an older child is a blood collection system that consists of a holder (or adapter), a needle that is pointed on both ends, and evacuated blood collection tubes. One end of the needle will pierce the vein and the other end will pierce the stopper of the evacuated tube so that blood will flow into the tube to fill the vacuum. A safety device is required on either the holder or the needle to comply with current standards for needle safety. Two examples of needle holders equipped with safety devices are shown on this page. | View Page |
| Winged Device The winged device is another popular choice for the phlebotomist. This may be chosen for pediatric venipuncture, small delicate veins on adults (particularly geriatric patients), or hand veins. The device can be used with a needle holder and evacuated tube or a syringe. A needle safety device is incorporated into the design of the winged device to prevent needlestick injury. | View Page |
| Tourniquets, Alcohol, and Gauze A tourniquet is used by the phlebotomist to assess and determine the location of a suitable vein for venipuncture. Single-use, latex-free tourniquets are preferred but reusable tourniquets are acceptable. However, if the reusable tourniquet becomes contaminated with blood or body fluid, it must be discarded immediately to avoid the spread of harmful contaminants to other patients. Follow the guidelines established by your facility for cleaning reusable tourniquets.Proper application of a tourniquet will partially impede venous blood flow back toward the heart and cause the blood to temporarily pool in the vein so the vein is more prominent and the blood is more easily obtained. The tourniquet is applied three to four inches above the needle insertion point and should remain in place no longer than one minute to prevent hemoconcentration. If the tourniquet is used during preliminary vein selection, it is best to release the tourniquet after assessing the vein and while you are assembling your supplies. Reapply the tourniquet just before starting the venipuncture; it should then be released soon after the needle has been inserted into the vein and the blood flows into the first tube. If collecting multiple tubes, the tourniquet may remain in place until blood enters the last tube. | View Page |
| Cleansing the Venipuncture Site The product used most often to cleanse and disinfect the site prior to venipuncture is 70% isopropyl alcohol in towelette form. Alternative cleansing agents available are chlorhexadine gluconate (chloraprep) and povidone-iodine which are used mainly for collection of blood cultures, blood alcohol specimens, or when the patient is sensitive to alcohol.The alcohol should be applied using a circular target motion, as demonstrated in the image. This technique pushes the bacteria away from the inside of the venipuncture site to the outside. The alcohol must be allowed to air dry for approximately one minute prior to venipuncture to properly disinfect site, prevent hemolysis of the specimen, and avoid discomfort for the patient. Gauze should be used when applying pressure to the venipuncture site immediately after the needle is withdrawn. Adequate pressure to stop bleeding is crucial to avoid formation of a hematoma or bruise. Cotton balls should not be used to apply pressure to stop bleeding because the clot formed may be dislodged by residual cotton fibers as the cotton ball is pulled away from the site.Paper tape or a bandage is used to cover the wound after bleeding has stopped to prevent disruption of the clot. | View Page |
| Vein Palpation Before attempting a venipuncture, the phlebotomist should assess a vein by palpation. Palpating the vein increases the chance of a successful venipuncture. Use the index or middle finger to palpate the vein following this procedure: Align your finger in the direction of the vein Press on top of the vein with enough pressure to depress the skin Keep your finger in contact with the skin so that you may feel the "bounce back" of a resilient, healthy vein. The phlebotomist uses palpation to assess the depth, width, direction and health (resilience) of a vein. When determining a vein suitable for venipuncture, the skilled phlebotomist relies more on touch or feel than on sight. Looking away from the vein while palpating will help the phlebotomist perfect the skill of palpation leading to good vein assessment. The image on the following page illustrates the considerations for vein assessment. | View Page |
| Unacceptable Sites for Venous Blood Collection If the antecubital area of the patient's arm is compromised or inaccessible, an alternate site must be chosen for venipuncture such as the top of the hand or the thumb-side of the wrist. However, some sites must be avoided due to the risk of complications and/or unnecessary pain to the patient. | View Page |
| If a vein cannot be located in the antecubital area of the arm, the next best alternative for venipuncture is a vein in the ankle. | View Page |
| Performing a Venipuncture on an Arm Containing an Intravenous Line Blood that is drawn from a vein that has an intravenous (IV) line may be diluted by the IV fluid. This can ultimately affect the accuracy of the blood test results. Therefore, an arm containing an IV should not be used to draw blood specimens if it can be avoided. However, if there is no alternative and an arm with an IV line in place must be used for venipuncture, try to choose a site away from and below the location of the IV. Document that the venipuncture was performed distal to (below) an infusion site. If the only vein available is proximal to (above and near) the IV, these steps should be followed: Ask the patient's caregiver if the IV can be turned off for a short period of time. The IV should be discontinued for at least two minutes before the venipuncture. Apply the tourniquet between the IV site and the area of the venipuncture. Perform the venipuncture. Document that the venipuncture was performed proximal to an IV site and that the IV was discontinued for two minutes prior to specimen collection. Notify the patient's caregiver when the procedure is completed and be certain that she/he restarts the IV. | View Page |
| When to Use Hand Veins to Obtain Blood Sometimes the phlebotomist may decide that the antecubital area is not the best site for venipuncture. Reasons for this decision may include: Extensive bruising (hematomas) in the antecubital area Inability to "feel" a vein suitable for puncture Presence of an intravascular line (IV) or vascular access device Physical condition of the patientWhen the veins in the antecubital area cannot be used, the phlebotomist may choose to use a vein on the top of a hand. The veins in the hand are very near the surface and often very small and thin so the procedure must be performed carefully and cautiously. . | View Page |
| Tips for Successful Venipuncture When Using Hand Veins Hand position: It is best practice to position the patient's hand slightly downward with the top of the hand facing the phlebotomist. The fingers of the patient's hand should be rolled underneath and wrapped around the fingers of the phlebotomist's "anchoring" hand forming a loose fist. The phlebotomist should use his or her thumb to pull back gently on the surface of the skin, making the skin taut. The vein should be anchored adequately to proceed with venipuncture. The phlebotomist may have the patient roll his/her fingers over a pillow or a rolled up washcloth to make the hand vein more prominent.Tourniquet Position: The tourniquet should always be applied 3 - 4 inches above the needle insertion point. Therefore, when assessing for a usable vein in a hand, apply the tourniquet 1 - 2 inches above the wrist. If the tourniquet is on longer than one minute, release and reapply prior to venipuncture to avoid hemoconcentration.Cautions: Choose a straight section of the hand vein-- avoid the "intersection" or "V" where a vein branches into another vein. This juncture may contain a valve and could be damaged if punctured. Only use the top of a hand or thumb-side of the wrist for puncture. Avoid the fingers or the underside of the wrist. This will prevent the inadvertent puncture of hidden arteries, tendons or nerves in the area. | View Page |
| When assessing a vein in the hand, where should the tourniquet be placed? | View Page |
| Venipuncture Procedure At a Glance Required Step Description Step #1 Wash your hands. Clean your hands with soap and water or gel cleanser. Step #2 Positively identify patient using unique identifiers. Ask the patient to state his/her first and last name; if the patient is unable to give you this information, ask the patient's caregiver to confirm the patient's name. A second unique identifier must also be used. Step #3 Special test requirements Determine if the test to be obtained has any special requirements. For example, should the patient be fasting? Is this a timed test? If any requirements are not met, consult with the caregiver to determine a course of action. Step #4 Prepare the patient Explain the procedure to the patient and obtain cooperation. Usually the patient will extend an arm. (This is a form of implied consent.) Position the arm for venipuncture; support the arm on a firm surface; the arm should be in a downward position. Step #5 Site determination The patient can make a fist, but should not pump the hand open and closed. Apply tourniquet Palpate the vein. Release the tourniquet and assemble appropriate equipment. Step #6 Aseptic technique Wear gloves that have not been altered in any way. Cleanse site with approved disinfectant. Allow the disinfectant to air-dry to avoid hemolysis of the specimen and discomfort to the patient. Step #7 Specimen collection Re-apply tourniquet about 3-4 inches above puncture site, insert needle, bevel-side up, at about a 30° angle, and collect specimens. Remove needle and immediately activate the safety device. Mix specimens by gentle inversion 5-10 times. Step #8 Patient care Apply direct pressure to stop bleeding at puncture site; do not have patient bend arm as this may cause a hematoma to form. After about 2 minutes, check the puncture site to verify that bleeding has stopped. Apply bandage if appropriate. Thank the patient for his/her cooperation. Step #9 Specimen labeling Label specimen(s) in the presence of the patient including all the information that is required by your facility. Check the labeled tubes a second time against the patient's wristband to verify labeling accuracy. A professional phlebotomist follows the procedure in the same way for every venipuncture. This ensures that none of the vital steps are omitted. The phlebotomist who is consistent in performance and who concentrates fully to obtain a quality specimen is an indispensable part of the healthcare team. | View Page |
| Specimen Handling Post Venipuncture Check for any special handling requirements. For example, should the specimen be placed on ice or protected from light? Make certain to enclose all specimens in biohazard bags or designated containers if they will be transported. | View Page |
| Don't Compromise Your Safety An important element of safety is personal protective equipment (PPE). This must be provided to phlebotomists by their facility and may include gloves, lab coats and protective eyewear. An N95 respirator (shown in the lower image) or other respiratory protection may be required to protect the phlebotomist from Mycobacterium tuberculosis or other airborne infectious agents. Phlebotomists and other healthcare workers must be medically cleared and fit-tested to wear N95 respirators. For the phlebotomist, gloves are required during every procedure. The gloves must remain totally intact. The gloves cannot be altered in any way as to expose the hand or fingers to potential bloodborne pathogens. Never remove all or part of the finger tip of the glove while performing venipuncture. | View Page |
| Julie Smith was a newly certified phlebotomist and had been working at Northwood Hospital for several months. As she approached room 825, she looked on her collection list to verify this was the correct room for her first collection. Indeed it was, even though there was no patient name on the door. Her collection list told her the patient in room 825 was a 55 year old male named John Ready. After knocking several times, Julie entered the room to find a middle aged man who appeared to be sleeping. Julie approached the patient and said, "Good day Mr. Ready. My name is Julie and I am from the lab. I need to draw blood for some tests ordered by your doctor." The man awoke and seemed irritated as Julie repeated herself. The patient responded and told Julie to do whatever she needed to do so he could go back to sleep. Julie then proceeded with the venipuncture.What procedure did Julie not follow prior to performing the venipuncture? | View Page |
| Bobby Jones, a phlebotomist at Community Hospital, entered the room of Mrs. Mary Grayson with a physician's order to draw some blood work. After greeting Mrs. Grayson, identifying himself, and properly identifying the patient, Bobby prepared for the venipuncture.As he approached the patient's bed, he noticed a sign posted above the bed that read: "Restricted left arm usage. Previous mastectomy - Do no use left arm for venipuncture." Bobby set up his equipment to use the patient's right arm and noticed an intravenous (IV) line in Mrs. Grayson's right arm positioned in a vein slightly above her wrist on the dorsum (top) of her forearm.Which site should Bobby choose for the venipuncture? | View Page |
| A phlebotomist was collecting a STAT prothrombin time (PT) and complete blood count (CBC) on a patient when blood flow unexpectedly stopped. The lavender top tube being drawn at the time was less than one third full. The light-blue top tube had already been drawn for the prothrombin time.Before resorting to a second venipuncture, which of the following procedures should be attempted in order to adequately fill the lavender top tube? | View Page |
| What To Do if the Patient Feels Faints Fainting does sometimes occur as a result of venipuncture. A patient may experience a feeling of weakness or light-headedness or in severe cases, the loss of consciousness at any time during the venipuncture procedure. Before the procedureIf a patient is aware that he/she gets light-headed, or has in the past fainted while having blood collected, the patient may alert the phlebotomist. The phlebotomist must then take appropriate measures to safeguard the patient during the procedure. For example, the phlebotomist may instruct the patient to lie down instead of sitting upright during the procedure. This practice may lessen the risk of patient fainting and eliminate the possibility of patient injury due to falling or sliding out of a draw chair. During the procedureIf a patient faints during the venipuncture, immediately abort the procedure by gently removing the tourniquet and needle from the patients arm, apply gauze and pressure to the skin puncture site and call for assistance. If the patient is seated, place the patient's head between his/her knees. A cold compress applied to the back of the neck may help to revive the patient more quickly. The use of an ammonia inhalant (smelling salts) to rouse the patient is considered an unsafe practice. The inhalant may cause irritation and/or anaphylactic shock in some patients. A typical fainting spell is self-limited and usually the patient comes around fairly quickly. However, the phlebotomist should stay with the patient for at least 15-30 minutes to ensure the patient has fully recovered from the fainting episode. After the procedureIf the patient states that he/she feels dizzy after the blood collection is completed, again, as stated above, place the patient's head between his/her knees and apply a cold compress to the back of the neck. The phlebotomist should never direct the patient to an alternate location while the patient is experiencing dizziness. There is a great likelihood that the patient will faint while walking and be injured. It is never advisable for the phlebotomist to allow the patient to leave after the procedure until the patient is safely able to do so. It is important to review your facility's specific procedures and know how to react appropriately if a patient experiences dizziness or faints during a blood collection. | View Page |
| Hematoma A hematoma is another name for a bruise. A hematoma or bruise is a collection of blood beneath the skin. Hematomas are the most common adverse reaction to venipuncture. There are many factors that can contribute to the formation of a bruise. Venipuncture techniqueIf the phlebotomist pushes the needle too far into and through the vein, blood leaks out of that opening and into the surrounding tissue. The appearance of a blue or purple discoloration at the venipuncture site indicates the presence of a hematoma. This discoloration at the site may occur immediately or some time after the venipuncture is completed. A bruise may cause slight discomfort for the patient, but the mere sight of a bruise may generate undue anxiety and discontent for some patients. A patient may associate a bruise with a negative venipuncture experience and be hesitant to have blood tests in the future. It is not advisable for the phlebotomist to perform a venipuncture at the site of a recent bruise as this may cause discomfort for the patient and may also affect the quality of the blood sample. Bleeding disorders and anticoagulant medications:A hematoma may also form after a venipuncture, if the patient has a medical condition that impairs clot formation. A patient who is on anticoagulant therapy will experience a delay in clot formation. If the phlebotomist is aware of the condition, he/she can reduce the incidence of bruising by applying pressure to the venipuncture site for a longer than normal period of time. Also, it is best to inform the patient that bruising is likely. Communication is important to relieve patient anxiety if a hematoma appears. | View Page |
| Clean Up Your Act During a blood collection, bacteria that is present on the skin surface may adhere to the outside of the needle as it enters into the vein. This can allow bacteria to infect the puncture site. A serious infection of the blood (septicemia) or of the tissue (cellulitis) may result. To avoid an infection, it is imperative that the phlebotomist uses a technique that thoroughly cleanses the skin at the site prior to venipuncture.Once the phlebotomist locates a suitable vein for venipuncture, the site of the vein that will be punctured is cleaned with a pre-packaged wipe saturated with 70% isopropyl alcohol.The site is cleansed using a "target" motion beginning at the center of the site and moving outward in concentric circles applying enough pressure to move surface bacteria away from the puncture point. (This is demonstrated in the image on the right). It is not recommended to use a scrubbing back and forth motion to clean the site since you may drag bacteria from a dirty area back into the clean area. Allow alcohol to air dry for effective disinfection of the site. Never use non-sterile gauze to wipe dry the alcohol as this will contaminate the site.During the remainder of the procedure, the site must NOT be touched by anything that has not been cleaned in an identical manner. The phlebotomist should avoid retouching the site after cleaning. If it is absolutely necessary to re-palpate, the phlebotomist MUST clean the gloved finger in a manner identical to the above procedure. Make certain that no other piece of equipment touches the site. This includes ends of the tourniquet and gauze. If you suspect that your needle has touched the site before entry, dispose of the needle, re-clean the site and repeat the procedure using a new needle. If a patient complains that there is redness or pain at the puncture site, even hours or days after the procedure, immediately refer the patient to his/her physician for evaluation. | View Page |
| Case Study Two: Discussion Case study:An 18-year-old male has come to the outpatient clinic for blood work. He tells you that he has not been feeling well for several days, which is obvious from his skin pallor. He also mentions being weak and fatigued. If you are the phlebotomist, what would you do?Suggested plan of action: It is important to observe and listen to the patient and assess the situation to avoid a potential adverse event. In this case, because the patient is in a weakened condition, it would be best to have him lie down for the venipuncture as a safety precaution. | View Page |
| References Clinical and Laboratory Standards Institute (CLSI). Procedures for the Collection of Diagnostic Blood Specimens by Venipuncture; Approved Standard. 6th ed. CLSI document H3-A6. Wayne, PA: CLSI: 2007.Clinical and Laboratory Standards Institute (CLSI). Procedures and Devices for the Collection of Diagnostic Capillary Blood Specimens; Approved Standard. 5th ed. CLSI document H4-A5. Wayne, PA: CLSI: 2004. Clinical and Laboratory Standards Institute (CLSI). Procedures for the Handling and Processing of Blood Specimens; Approved Guideline. Third Edition. CLSI document H18-A3. Wayne, PA: CLSI: 2004.Ernst DJ. Applied Phlebotomy. Baltimore, MD: Lippincott Williams & Wilkins: 2005. | View Page |
| Sample Integrity Sample integrity is critical to the safety of clinical laboratory services. If there is a problem with the sample, then test results are meaningless. Each time there is a problem with specimen integrity, patients experience wasted time in addition to anxiety and loss of faith in the expertise of the phlebotomy staff. Patients may also experience harm, if harm is defined as delay in diagnosis, therapy, hospital admission or discharge.Threats to sample integrity include:Collection of a sample from the wrong patientCollection of the wrong blood sample (eg, a blue top tube when a green top is needed)Missed venipuncture (multiple attempts)Multiple venipunctures due to improper or inadequate sample collectedMislabeled and unlabeled samplesImproperly performed venipuncture or skin puncture | View Page |
| Effective Communication Effective communication is a key component of successful phlebotomy procedures. It is important to prepare the patient adequately for the blood collection procedure, not just physically, but also mentally. Educating the patient about the process is respectful to the patient and will improve sample integrity. Allow time:For patients to ask questionsTo share information that is important to the sample collection processTo describe post-venipuncture self-care information Use simple vocabulary and not complex medical terms when explaining procedures or answering patients' questions.If an error does occur during the venipuncture procedure and is realized by the phlebotomist, the appropriate actions should be taken. For example, if a blood tube was not collected for a particular test, the phlebotomist should explain the error to the patient and perform a second venipuncture to collect the required tube. Ignoring an error or taking inappropriate actions can put a patient at risk. | View Page |
| How might patient harm result from each of these problems related to phlebotomy services? Consider your answer and then click on the defined problem to reveal the potentially harmful result(s) of the action or condition. | View Page |
| Intravenous Line Blood specimens should not be collected from an arm into which intravenous (IV) fluid is being administered. If at all possible, the phlebotomist should draw blood from the opposite arm or hand. If an IV line is delivering fluid into the patient's vein and the specimen is drawn from that vein, the specimen may be contaminated and diluted by the IV fluid; the blood test results could then be erroneous.If the arm or hand opposite of the arm that contains the IV line is not accessible or cannot be used for another reason, a capillary collection may be an option, if only a small amount of specimen is needed. However, if a venipuncture is necessary and the arm that has the IV line in place is the only option, ask the clinical person in charge of the patient's care to turn off the patient's IV. Ensure that the fluid has stopped flowing through the line, and wait at least two minutes before performing the venipuncture. It is imperative that the phlebotomist witness that the IV has physically been turned off by the health care provider and then turned back on after the draw has been completed. A phlebotomist must not turn the IV on or off. | View Page |
| Which of the following blood culture collection techniques could cause a false-positive blood culture result? | View Page |
| Pediatric Patients Collecting a blood specimen from a pediatric patient can be very challenging. There are several factors that contribute to this challenge. For example:The veins of a young child are typically much smaller than those of an adults. Often a child has never had the procedure before. Fear of the unknown can increase anxiety and cause the child to struggle. Unfortunately, some adults use health care professionals as "threats" for children. This can also increase anxiety. A child may have had a previous bad venipuncture experience and is now combative. Professional phlebotomists have empathy for all patients, but often, knowing that they may be hurting a small child, even slightly, can trigger emotions that interfere with a successful procedure. | View Page |
| Geriatric Patients Patients who are elderly may also require special considerations before, during, and after the venipuncture procedure.Mobility: Some elderly patients have difficulty walking or getting into or out of a chair. Using a chair that is an appropriate height so that the patient can safely get in and out of it will make it easier for the patient. Geriatric patients may also be unsteady on their feet. In such situations, the phlebotomist should react appropriately and walk alongside the patient, if necessary, to ensure patient safety.Veins: The veins of an elderly patient may appear to "roll" when venipuncture is attempted. The vein is not actually moving, but rather the muscles surrounding the vein have lost tone and the vein is not as stable as in a younger patient. Therefore, the phlebotomist must anchor the vein firmly and securely when attempting venipuncture. Skin: Skin may become thin and "papery" with advanced age. The phlebotomist must apply firm and prolonged pressure after venipuncture to prevent bruising. Use a bandage with a gentle adhesive to ensure stoppage of bleeding and promote skin integrity. Health concerns: Some elderly patients take medications that could affect their bleeding or their balance. Be aware that these patients may require extra attention and time. Keep in mind, not all elderly patients experience hearing loss. Thus, the phlebotomist should not assume the patient is hard of hearing and shout at the patient while speaking to them. Most often, the patient will tell you to speak louder if they are unable to hear you. | View Page |
| Reducing Pain for Pediatric Patients There are some commercial products available that are designed to alleviate pain from venipuncture.Cream: A topical cream can be applied to numb the venipuncture site. Apply well in advance to be effective. Always refer to manufacturer's instructions before use on patients. Be certain to determine that no allergy exists before using the product on a child.Mechanical device: A mechanical device can be used to stimulate nerves surrounding the venipuncture site to numb the site. This device must be used according to the manufacturer's instructions.Vein Viewer: This device enables the phlebotomist to determine the flow of blood thereby identifying the presence and direction of a vein. This device does not aid during palpation of the vein to determine vein health, diameter or depth. | View Page |
| Hints For Successful Pediatric Venipuncture While pediatric phlebotomy can be challenging, these guidelines can contribute to success.Communication: Always be honest with the child. Never lie to a child and say that it won't hurt. If asked by the child if it will hurt, you could explain that it may feel like an insect bite or it may sting, but if he/she holds really still, it will be over very soon.Correct hold of child: Ask the parent or guardian to assist. If you have determined that the child's parent is willing and able to assist throughout the procedure, have the child sit on the parent's lap . The parent can gently "hug" the child in a way to limit the child's movement and stabilize the arm that will be used for venipuncture. Alternately, the child can lie on a bed or exam table. If the parent does not choose to help, ask for assistance from a coworker. Correct hold of the child's arm: A health care professional familiar with the procedure should assist by holding the arm that will be used for the blood collection. The holder should face the child and gently position the child's arm so that the arm is straight and palm facing up. Next, the holder should place one hand underneath the child's elbow grasping lightly yet firmly to stabilize the elbow. With the other hand, the holder should hold the child's hand firmly. This hold will help prevent movement of the arm, even if the child is moving his/her body. This hold also allows the phlebotomist easy access to the venipuncture site during the procedure. Distractions: At times, the phlebotomist may employ a technique to distract the child during the procedure. For example, to help the child keep still, tell the child that the only thing he/she can move is his/her eyelashes. This places the child's focus on moving only their eyelashes and before you know it, the procedure is done! | View Page |
| Case Study One Stop and Think ! You work in a large hospital that specializes in pediatrics. The policy of the facility is to encourage the parent or guardian to remain in the room during venipuncture to comfort the child. You have taken steps to prepare the child for the venipuncture, but the child starts to cry and becomes combative. The mother says that she does not want the test done. What should you do?Consider how you would handle this or a similar situation before proceeding to read the suggested solution on the following page. | View Page |
| Case Study One: Discussion Case study:You work in a large hospital that specializes in pediatrics. The policy of the facility is to encourage the parent or guardian to remain in the room during venipuncture to comfort the child. You have taken steps to prepare the child for the venipuncture, but the child starts to cry and becomes combative. The mother says that she does not want the test done.Suggested plan of action: Do not proceed if the mother has refused the blood collection for her child. The patient's physician or clinical person in charge of the patient should be contacted and informed of the situation. This may not be something that you would do directly. It may be your facility's policy for you to contact your supervisor. | View Page |
| Patients with Needle Phobia The phlebotomist should always carefully observe the patient for clues that indicate the patient's mental and physical readiness for the procedure prior to performing a blood collection. This alertness must continue throughout the blood collection process. When the patient expresses needle phobia or a "fear of needles," it may help to offer strategies to help the patient get through the procedure safely. Sometimes, the anticipation of the needlestick may cause anxiety, and sometimes seeing the blood filling the tubes makes a patient uneasy.It may be helpful to engage the patient in conversation during the venipuncture to keep the patient's mind off the procedure. In some instances, the phlebotomist may seek assistance from a qualified associate to distract the patient with conversation or provide comfort and support by offering to hold the patient's hand. If this is an outpatient, your observations and questioning may lead you to conclude that the best solution is to have the patient lie down during the venipuncture procedure. Remember that the patient does have the right to refuse to have blood drawn and the phlebotomist should respect that patient right. | View Page |
| Cultural Diversity and the Phlebotomist It is very important for phlebotomists to recognize and respond appropriately to cultural differences they encounter during performance of their job duties. Patient-centered care includes respecting the patient. If necessary, procedures should be adjusted to accommodate cultural customs, keeping in mind that patient safety must be maintained. For example, in some cultures, the male is the spokesperson for the female members of the family. If this is the case, the female patient may not speak directly to a male health care worker. This may pose a challenge to the phlebotomist when positively identifying the patient prior to venipuncture. The male may verbalize answers to all of the phlebotomist's questions but the phlebotomist must adhere to precise identification procedures. The phlebotomist, while respecting the patient's cultural customs, must be sure that accurate patient identity is established. | View Page |