Must accompany every sample; part of patient's medical record
Required info:
Patient's first & last name
Identification number
Date of birth
Patient's location
Ordering healthcare provider's name
Test requested
Requested date & time of collection
Status (Stat, Timed, Routine)
Number/type of collection tube, special collection & patient info
Billing information
Introduce yourself, state you're from the laboratory
Explain that you'll be collecting a blood sample
Use nontechnical terms the patient can understand
Obtain patient's permission before proceeding
Observe signs on door/room for special instructions:
Allergic to latex
Nothing by mouth (NPO)
Do not resuscitate (DNR)
Do not draw blood from a particular arm
Infection control precautions
Patient expired
Most important procedure in phlebotomy
CAP & JC require minimum 2 patient identifiers
Patient's wrist band
Verbal communication
Let the patient state their full name
Check wrist ID band: name, hospital ID number, DOB, physician
Ask patient to state full name, address, birth date, and/or unique ID number
May use photo identification
Wireless hand-held computer scans patient's hospital ID band barcode
Matches against blood collection order to verify correct patient
CLSI guidelines emphasize: accurate ID, proper fasting, timing
Verify fasting status, document collection time, educate patient on restrictions
Collect the following:
Collection equipment
Antiseptic pads
Gauze or bandages
Needle disposal system (sharps container)
Blood collection system
Assemble tubes in correct order; check expiration dates
Place supplies on the same side as your free hand
Apply 3–4 inches above the selected site
Tight enough to restrict venous flow but NOT arterial pulse
Secure with a quick-release knot facing upward
Do NOT leave on for more than 1 minute (prevents hemoconcentration)
CLSI: release for 2 minutes before reapplying
Position strip 3–4 in. above site (avoid skin lesions; can apply over gown)
Grasp both sides, cross over patient's arm while maintaining tension
Hold both ends between thumb & forefinger close to arm
Tuck left side under right to make a partial loop facing antecubital area
Ends should point upward, away from the venipuncture site
Pull end of loop to release with one hand
Vein | Priority | Notes |
|---|---|---|
Median Cubital | 1st choice | Large, doesn't move, least painful, fewer nerve endings |
Cephalic | 2nd choice | Thumb side of arm, hard to locate, tends to roll |
Basilic | Last choice | Near brachial artery & median nerve, tends to roll, least anchored |
H-pattern (~70% of population): cephalic, median cubital, basilic
M-pattern: cephalic, median cephalic, median basilic, basilic
Hand/wrist veins: secondary site when antecubital veins aren't accessible (elderly, scarring, edema, hematoma)
Use tip of index finger of nondominant hand
Probe antecubital area with pushing motion
Feel vein in both vertical and horizontal direction
Use 70% isopropyl alcohol
Traditional: center outward in a spiral motion (~2–3 inches)
Current CLSI: back-and-forth friction scrub for 30 seconds
Air dry 30–60 seconds
Do NOT re-palpate after cleansing
Examine the needle — remove cap, inspect tip for defects, bevel facing up
Anchor the vein — thumb of nondominant hand, 1–2 in. below & slightly left of site; four fingers on back of arm, pull skin tight
Insert the needle — bevel up, 15–30° angle depending on vein depth
Fill the tube — release anchor hand, push tube into holder; release tourniquet within 1 min; keep needle steady; gently insert/remove tubes
Release tourniquet first, ask patient to relax
Withdraw needle smoothly, activate safety device
Apply firm pressure with gauze for 2–3 minutes, arm extended (prevents hematoma)
Immediately dispose needle + holder in sharps container
Never bend, cut, recap, or leave needle unattended
Label immediately after collection, before leaving the patient
Verify patient ID; ensure accurate labeling
Label info: patient's complete name, age, sex, DOB, date & time of collection, phlebotomist's initials
Ensure bleeding stops (~5 min) before bandaging
Apply gauze with tape or Coban
Instruct patient to remove bandage after 1 hour and avoid heavy arm use
Discard contaminated items in biohazard containers
Sharps containers: do not fill past ¾ full or the "full" line
Remove gloves, perform hand hygiene
Confirm site has stopped bleeding
Apply secure bandage
Label all tubes before leaving bedside
Verify patient feels well; watch for complications (e.g., fainting)
Use standard precautions
Seal in leak-proof biohazard bags
Maintain specific temperatures for sample integrity
Use cushioned, rigid, labeled containers
Follow triple packaging protocols to prevent contamination & leakage