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This post was last modified on 08 April 2022

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Phlebotomy

&

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Donor Reactions



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Phlebotomy




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What is Phlebotomy

? Greek words phleba-, meaning "vein" and -tomy, meaning "to make an

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incision of"

? Done by a trained phlebotomist.

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Indications for blood sampling and blood

col ection

? Laboratory tests for clinical management and health assessment.

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? Arterial blood gases for patients on mechanical ventilation, to monitor

blood oxygenation;

? Neonatal and paediatric blood sampling

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? heel-prick (i.e. capillary sampling);
? scalp veins in paediatrics



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? Capil ary sampling (i.e. finger or heel-pricks or, rarely, an ear lobe puncture) e.g
- testing of Hemoglobin levels before blood donation,

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- blood glucose monitoring, and
- rapid tests for HIV, malaria and syphilis.
? Blood col ection
- Routine Blood Donation
- Therapeutic Phlebotomy

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Preliminary Steps

? Phlebotomist should introduce him/herself to the donor in a cheerful

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manner

? Responsibility of the phlebotomist to make certain that all blood unit

numbers on the donor record, collection bags, and specimen tubes match

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and are applied properly

? Donor identification is the single most important process of the

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phlebotomy procedure




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Site of Phlebotomy

? Usually cubital fossa is chosen as the vein as it is palpable and required

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volume of blood can be easily drawn from this vein

? Examination of the area chosen for the Venipuncture
? Should have no local infections

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Site examination

? Check the site as professional donors/drug

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abusers will have multiple punctures

? Collection is a sterile process so surgical

environment should be maintained

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? Both the phlebotomist and the donor should

follow the hand washing procedures

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Vein Selection

? Often the best veins to use are not the ones seen most easily.
? Differences in the anatomy of arms among donors may cause problems in

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proper vein selection.

? Vein location may differ from donor to donor.
? It is essential for the phlebotomist to know the general anatomy of the

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arm.




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Differences b/w Artery and Vein

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Donor care

? Before, during and after donation

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? Donating blood should be a pleasant experience

? The venue must be a safe place for the donor

? The venue must be comfortable - temperature, surroundings

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? Staff must be trained in interpersonal skills
Adverse reactions
? Facilities to deal with any reactions before, during or after donation

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Pre- Donation Checks of Equipment

? All equipment and materials must be
? Correct
? Clean

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? Calibrated
? Checked for performance
? Ready for use


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Equipments & Material Required in

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Donation Room

? Donor Couch

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? Blood Bags

? Blood collection mixer

? Needle destroyer

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? Tube sealer

? Alcohol Swabs

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? Stripper

? Spirit & iodine

? BP instruments

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Donor Identification

Correct identification of the donor
? At reception

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? Immediately before venipuncture
Cross- check the donor with available records
? Name, address, date of birth
Re-check the donor's identity

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Phlebotomy

? To be performed by a trained person
? Usually cubital fossa is chosen as the vein is palpable and required

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volume of blood can be easily drawn from this vein

? Examination of the area chosen for the venipuncture
? Should have no local infections

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Preparation of the area

? BP cuff should be tied and pressure maintained at 40-60 mm Hg
? Tourniquet should be used carefully, as the pressure applied cannot be

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gauged.

? No local anaesthetic drug need to be administered


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Donor Arm Cleaning

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Important to minimise risk of bacterial contamination during vene

puncture
? Follow the SOP for Methodology and selection of cleansing agent

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? Trained staff
? Assessment of Compliance and effectiveness

Cleaning the area

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? Deflate the cuff and clean the area selected
? Spirit /alcohol swab and iodine should be used to do this
? Savlon etc. is not recommended.
? Clean 4-5cms area in a concentric centrifugal pattern
? Do not touch the cleaned area after preparation.

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Procedure

? Apply tourniquet or blood pressure cuff at 60 mm Hg to upper arm.

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? Have donor open and close fist several times, holding gripper tightly

? Remove needle protector

? Using thumb of free hand placed wel below prepared area...

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- pull skin taut.
- inform donor that you are ready to perform venipuncture.

? Holding needle at a 30- to 45-degree angle, pierce skin with a quick thrust.

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? When bevel is completely under skin, lower angle of needle to 10-15? and advance into vein

? Release clamp to let blood flow

? Instruct donor to relax hand and give gripper a slow, firm squeeze every 5-10

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seconds.

? Secure needle and tubing by placing tape

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? Loosen tourniquet or lower blood pressure cuff to 40-60 mm Hg.

? Record necessary information on bag and donor records according to facility

policies and procedures

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? The procedure takes about 5-10minutes

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? Donor should not be left unattended

? Bag should be periodically mixed so that uniform mixing of anticoagulant

with blood occurs

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? 1ml of blood=1.05gm

? 350ml=367gms+weight of the bag

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Monitoring Blood Col ection

? Constant monitoring during donation

? Smooth Blood flow

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? Gentle mixing of blood

? Col ection time -5-10 min

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? Appropriate Volume col ected = ?10 % of desired volume

? Sample col ection
-Identity checks
-Correct handling

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-Labeling

After the procedure

? Deflate the cuff once the procedure is over

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? Clamp the tubing
? Place the sterile swab and withdraw the needle
? Apply pressure and let the donor lie down for 5 minutes


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? Do not recap the needle

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? Stripping of tubings should be done to mix the blood in tubing with

anticoagulated blood in the bag

? Collect Pilot samples for serology & grouping

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? Seal tube at least 5 segments

Post Donation Care

? Donor should be constantly observed

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? Apply medicated adhesive when oozing stops
? Check for any haematoma
? Check for any hypovolemic signs


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Post Donation Care (contd...)

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? Make them rest for 8-10 minutes before they go to refreshment area
? It is mandatory to provide light refreshments to the donors
? They should be observed for another 10 minutes while in refreshment

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area.

? Make sure they are completely alright

Post-donation instructions

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Instructions to the donor after the donation
1.Drink more fluids than usual in the next 4 hours. Do not remain hungry.
2.Do not smoke for half an hour.
3.Do not take alcoholic drinks for atleast 6 hours.

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4.If there is bleeding from phlebotomy site, raise the arm and apply

pressure.


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5. If there is feeling of faintness or dizziness, donor should be in lie-down

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position or sit with head between knees. If symptoms persist, ask for help,

return to the bloodbank or consult a doctor.
6. Remove the bandage/band-aid after 5-6 hours

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ADVERSE DONOR REACTIONS



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Donor Reaction

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Localized

Systemic

Reaction

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Reaction

1. Bruise or Hematoma

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1. Vasovagal Attack

2. Phlebitis and Cellulitis

2. Tetany

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3. Nerve Injury

3. Air Embolism

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4. Puncture of artery

5. Upper extremity Deep

Vein Thrombosis

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Bruise or Hematoma

? One of the most common

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complications

? May be immediate of or Delayed
? Majority of cases restricted to small

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area in antecubital fossa




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Bruise or Hematoma

Management-

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Immediate Case-

1. Deflate blood pressure cuff. Withdraw the needle from the vein if enlarging hematoma.

2. Place 3-4 gauze pieces over the hematoma apply digital pressure for 7-10 mins keeping donors arm

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above heart level.

3. Apply ice to the area for 5mins.
Delayed-

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1. Ice compression and analgesic if necessary

2. Keeping hand in rest. Avoid working by affected hand.

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3. Observation and informing donor regarding compartment syndrome & refer if necessary

Outcome-

General y resolve completely within 7-14 days and do not prevent

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donors from donating again



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Phlebitis and Cel ulitis

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? Incidence- 1 in 50000 to 1 in 100000

? Mild phlebitis at the venepuncture site is common, self-limited and usually of little

consequence.

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? Presentation-

Mild discomfort, small swelling, pain, local linear or surrounding erythema

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? Complication-

Despite a seemingly benign appearance, it may extend to local abscess formation or septic phlebitis

Phlebitis and Cel ulitis

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Management-

? Warm Compression

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? Oral Analgesic and anti

inflammatory agents

? Administration of oral antibiotics

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Nerve Injury

? Incidence- Approx. 2/10,000 donations
? Cutaneous branches of the medial and ulnar nerves are injured

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occasionally by large bore phlebotomy needle.

? Direct nerve damage from the phlebotomy needle is not very common.
? Injuries are generally transient and rarely a source of donor distress.

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Nerve Injury

Presentation- Immediate severe shooting and radiating pain

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(earliest presentation), paraesthesias, sensory changes in forearm,

wrist, hand. rarely loss of arm strength


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? Outcome- 70% of nerve injury usually disappear within a month, almost

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all resolve within one year.

Rare cases of complex regional pain syndrome (Reflex sympathetic dystrophy) has been

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reported.

? Prevention- To reduce the risk of direct nerve injury need should be

inserted only once and no further manipulation or attempt ( single prick

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strategy)

Puncture of Artery

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? Incidence- 1/10,000 donations
? More common among inexperienced phlebotomists than those with

experience.

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? Presence of bright red blood, rapid collection (within seconds), and a

pulsating needle suggest arterial puncture are indicators of arterial

puncture

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Puncture of Artery

Management-
Needle should be taken out early and local pressure should me applied for an extended period.

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Complications-
Hematomas, compartment syndrome, delayed nerve injury may happen

? Most donors recover quickly and completely.

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Fol ow up-
Should be evaluated for pseudoaneurysm by ultrasound and doppler studies.

Upper Extremity Deep Vein Thrombosis

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? Very rare delayed type of complication

? Symptoms-

? Pain in the upper limb

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? Swel ing of the arm

? Prominent palpable, cord like thickening of the

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thrombosed vein

Investigation- Ultrasonography doppler study should be used as an screening tool


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Upper Extremity Deep Vein Thrombosis

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Management- Thrombolysis is done by

unfractionated heparin.

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Anticoagulants is used like Dabigatran,

Rivaroxaban, Apixaban, Wafarin in uncomplicated

cases.

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Systemic Reactions



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Vasovagal Reaction

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? Most common systemic reaction

? Incidence- 250/10000 donations

? Predisposing factors-

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? First time donors

? Donors with low weight

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? H/o previous adverse reaction

? Donor in Fasting state > 4hours

? Inadequate sleep last night

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Symptoms

? Chil s or cold extremities,

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? Feeling of warmth

? Light- Headedness

? Nausea

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? Pal or

? Weakness

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? Hyperventilation

? Declaration of nervousness ( Anxiety)

? Sweating

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Signs

? Hypotension
? Tachycardia or Bradycardia

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? Syncope
? Seizure Activity ( Tonic- Clonic Convulsion)
? Twiching

? 3 types according to severity-

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1. Mild
2. Moderate
3. Severe


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Mild vasovagal reaction

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Present with one or more

Nausea, dizziness, hyperventilation, vomiting, twitching and muscle spasm, sweating etc.
? Usual y brought about by the sight of blood or needle.

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Management-
? Remove tourniquet and withdraw needle

? Raise Donor's leg above the level of head of Head

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? Loosen tight clothing and secure airway

? Monitor vital signs

? Cold compress to the neck or forehead

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Moderate vasovagal reaction

? Mild vasovagal reaction + loss of consciousness
? May be associated with decreased pulse rate, may hyperventilate, may exhibit a

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fal in systolic pressure to 60mm Hg.



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Management

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? Check Vital signs frequently

? Raise Donor's leg above the

level of head of Head

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? Administer 95% oxygen and

5% carbon-di-oxide

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Severe vasovagal reaction

A donor experiencing convulsion defines a severe reaction. May be caused by-
1. Cerebral Ischemia,
2. Marked hyperventilation,

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3. Epilepsy
May be associated with vasovagal syncope, reduced blood flow to brain owing to

shock symptoms.

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? Management-

? Prevention of further injury due to fal

? Ensure an adequate airway

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? Use anticonvulsant to manage Seizure

? Administer 95% oxygen and 5% carbon di oxide

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? Monitoring vitals

? In case of Cardiac and respiratory difficulties perform CPR

Tetany

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? Occasionally observed in blood donors

? Incidence- 1/1000 donors

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? Predominantly seen in nervous subjects

? Thought to be due to hyperventilation which causes excited donor to lose

excess of carbon dioxide.

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? Presents with twitching, muscular spasm, carpopedal spasm, laryngismus,

stridulus and positive Chvostek's sign.

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? Management-

? Make the donor as comfortable as possible

? Rebreathing in a proper bag which brings prompt

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relief

? Inhaling 5% carbon dioxide from a cylinder

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? Ask the donor to breath slowly and shal ow

Air Embolism

?Rare incident now-a-days

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? When blood is taken into plastic bags that contain no air, no possibility if

air embolism

? When blood is taken into glass bottle air embolism may happen.

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?It may happen in some instruments of Apheresis.
? Prime cause of air embolism in this circumstance is obstruction to the air

vent of the bottle.

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Al ergic Reaction

? Donor may be hypersensitive to sterilizers special y ethylene oxide, ethly alcohol

etc.

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Symptoms and signs- Hives, difficulty in breathing, wheezing, hypotension or

hypertension, tachycardia or bradycardia, facial swel ing or flushing, burning eyes,

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angioedema etc. Even anaphylaxis may happen.

Management-

Inj. Promethzine ( Any antihistaminic)

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Inj. Hydrocortisone if necessary

Citrate Induced Hypocalcemia

Citrate anticoagulants, used in apheresis donor collections, exerts effect by binding to calcium avoid

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clotting of blood.


Symptoms-

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1. Perioral or peripheral paresthesias or both,

2. Unusual taste,

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3. Transient nausea,

4. Light-headedness,

5. Muscle Cramps

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6. Dysphagia



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Citrate Induced Hypocalcemia

Signs-

1. Carpopedal Spasm,

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2. Tetany ( May be present if associated with hyperkalamia)

3. Change in pulse,

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4. Tremor,

5. Chvostek's sign,

6. Seizure ( Grand mal, Petit mal)

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7. Laryngospasm

? Management-

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? Reducing citrate infusion rate
? Administering calcium tablets for mild to moderate cases
? For severe cases termination of col ection and-

? Shifting the donor to Emergency Department

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? Vitals monitoring, ECG

? Electrolyte monitoring

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? Calcium gluconate injection if necessary (Inj Calcium Gluconate 10% IV

over 10 to 15mins)


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Prevention of Donor

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Reaction

Post Donation Care

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? Pressure should be applied on the venepuncture site for sometime

? Venepuncture dressing should be kept for 24 hours

? Strenuous exercise should be avoided for next 24hours

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? Plenty of fluids to be taken

? Heavy weights should not be lifted using the venepuncture arm

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? Prolonged standing should be avoided for rest of the day

? Any il ness within 2 weeks to be reported at the Transfusion medicine department

? Avoid smoking and alcohol

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? Refrain from works special y pilots, drivers, police and surgeon

? If feeling faint or vertigo Donor should sit down and lower his head

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Some strategies can be taken-

? Predonation Education- specialy among first time donors by

motivational audio-visual aids regarding need for blood in the community

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? Drive set up and environment- A wel planned, adequately staffed

and organized lay out of blood donation area or donation camp.

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? Staff supervision & phlebotomist skil - An experienced

phlebotomy staff and adequate supervision is important to reduce adverse incidents.


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? Distraction- Fear and

associated anxiety is an

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important factor associated

with donor reaction.

Distraction techniques have

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shown to reduce the no of

donor reactions.

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? Water Ingestion-

? 350-500ml drinking water

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30minutes before whole blood

donation

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? The mechanism related to

increased gastric distension which

increases sympathetic tone and

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overal peripheral resistance, BP

and cerebral Blood flow.

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? Applied Muscle Tension (AMT)- AMT

in combination with water hydration is

a fairly new concept in preventing

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presyncopal and syncopal reactions.

AMT involves Repetitive contraction

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of major muscle groups of the arms and

legs and there by promoting venous

return and cardiac output which affects

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cerebral blood flow.



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Salty Snacks-

? The amount of salt we consume daily

affects the volume of our extracellular

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fluid.

? Increased dietary Sodium improves

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orthostatic tolerance in blood donors.

?

The addition of salty snacks

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before and immediately after

donation is a low cost attractive

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approach to prevent donor

reaction.

DONOR HAEMOVIGILANCE

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? Haemovigilance Programme of India has been formed jointly by National

Institute of Biologicals & Indian Pharmacopoeia Commission

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Collaboration on 10th December, 2012 and Donor Hemovigilance was

started on 14th June 2015.

? Every blood bank have to keep records of donor reaction in their own

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registry and in every month they have to register it in Blood Donor

Vigilance Programme Of India maintained by National Institute of

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Biologicals.




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References

? WHO guidelines on drawing blood: best practices in phlebotomy

? Technical Manual- 18th Edition, AABB publication

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? Transfusion Medicine And Hemostasis, 2nd Edition, Beth H. Shaz, Christopher D. Hillyer, Elsivier

Publication

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? Rossi's Principles of transfusion Medicine- 5th Edition, Wiley Blackwell Publication

? Mollison's Blood Transfusion in Clinical Practice- 12th Edition, Harvey G. Klein, David J.Anstee, Wiley

Blackwell Publication

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? Transfusion Medicine Technical Manual,Directorate General of Health Sciences

? Immunohematology and Transfusion Medicine, Mark T. Friedman, Kamille A. West, Springer Publication

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? Modern Blood Banking and Transfusion Practices- 6th Edition, Demise M. Harmening, F.A Davis Company