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The Medical Laboratories (pvt) Ltd.
A Presentation on Pre-Analytical
errors

Presented By:
Nasir Nazeer
Quality assurance system
 “The

activity of a laboratory to ensure the
reliability of test results, to increase accuracy,
reproducibility and laboratory to laboratory
comparability."
 Quality assurance system depends upon 3
factors
–
–
–

Pre-analytical factors
Analytical factors
Post-analytical factors
Pre-analytical errors





There is consolidated evidence that lack of standardization and
monitoring of pre analytic variables, including procedures for
patient identification, sample collection, handling and
processing has an adverse influence on the reliability of test
results, consuming valuable healthcare resources and
compromising the patient's outcome. The pre analytic phase
enfolds the greatest potential for quality improvement.
Pre analytical variables can dramatically affect the results of
any laboratory test
Outcomes of pre-analytical errors range from no detected harm
to death
Pre-analytical errors (Contd…)
















Patient Identification
Patient Preparation
Selecting the Site
Site Preparation
Tourniquet Application and Time
Proper Venipuncture Technique
Order of Draw
Proper Tube Mixing
Correct Specimen Volume
Proper Tube Handling and Specimen Processing
Serum Samples
Plasma Samples
Centrifugation
Special Handling of Blood Samples
Stability for Whole Blood, Serum and Plasma
Pre-analytical errors (Contd…)


Patient Identification:
–

It is important to identify a patient properly so that blood is
being collected from the correct person. Drawing blood from
the wrong person or labeling the correct patient’s sample
with a different patient’s label can certainly contribute to
laboratory error. Blood should not be drawn from a patient
before confirming that he is the right person. A nurse,
physician, relative or guardian should identify patients that
are unable to speak or identify themselves.
Pre-analytical errors (Contd…)


Patient Preparation: 
–

Prior  to  collecting  specimens  for  chemistry,  certain  patient 
variables  need  to  be  considered.  For  certain  chemistry 
analytes, such as glucose and cholesterol, patients need to 
be fasting (absence of food and liquids) for at least 12 hours 
prior to veni-puncture. Other analytes, such as cortisol and 
adrenocorticotropin,  have  diurnal  variations,  where  the 
analyte is at its highest level in the morning, and the levels 
gradually decrease during the course of the day.
Pre-analytical errors (Contd…)


Selecting the Site: 
–

Selecting  the  appropriate  site  for  venipuncture  can 
contribute  to  a  better  quality  sample.  The  preferred  site 
is the median cubital vein. This vein is usually the easiest to 
access.  Generally,  there  is  less  need  to  probe  to  find  the 
vein,  which  in  turn  should  cause  fewer  traumas  during  the 
venipuncture.  This  will  usually  be  the  most  comfortable  for 
the  patient.  If  the  median  cubital  vein  cannot  be  used,  the 
next  choice  would  be  the  cephalic  vein.  .  The  last  vein  to 
consider for venipuncture is the basilic vein. This vein is in 
close proximity to the median nerve and brachial artery, and 
extreme caution  must be used so that only the basilic vein 
is being punctured.
Pre-analytical errors (Contd…)


Site Preparation: 
–

Prior  to  venipuncture,  the  site  should  be  cleansed  with 
alcohol.  Cleansing  starts  at  the  center  of  the  vein,  and 
should  continue  outward  in  concentric  circles.  Before 
performing the venipuncture, the alcohol should be allowed 
to air dry. This will help to ensure that the specimen is not 
contaminated  with  alcohol,  as  this  can  lead  to  hemolysis. 
Hemolysis  can  result  in  the  spurious  elevation  of  such 
analytes  as  potassium,  lactate  dehydrogenase  (LD),  iron 
and magnesium in the chemistry lab. Allowing the alcohol to 
dry completely will also cause less burning and pain to the 
patient.
Pre-analytical errors (Contd…)


Tourniquet Application and Time: 
–

The  tourniquet  should  be  applied  approximately  three  to 
four  inches  above  the  venipuncture  site.  The  tourniquet 
should  be  on  the  arm  no  longer  than  one  minute.  A  good 
rule of thumb to determine the one-minute tourniquet time is 
to remove the tourniquet when blood starts to flow into the 
first  tube  of  blood  being  drawn.  Prolonged  tourniquet  time 
can  lead  to  an  increase  in  various  chemistry  analytes, 
including  serum  protein,  potassium  and  lactic  acid  due  to 
heam concentration of blood at the puncture site.
Pre-analytical errors (Contd…)
 Proper
–

Venipuncture Technique:

 During phlebotomy, avoid probing to find the vein 
and achieve blood flow. Excessive probing and/or 
“fishing” to find a vein can result in a poor quality 
sample,  including  hemolysis.  As  mentioned 
previously, hemolysis can affect several chemistry 
analytes.
Pre-analytical errors (Contd…)


Order of Draw:
According  to  BD  and  CLSI  (Clinical  and  Laboratory 
Standards  Institute,  formerly  NCCLS), following  is  the  correct 
order of draw during venipuncture will help to ensure accurate 
test results. Improper order of draw that can lead to an incorrect 
chemistry result is drawing an EDTA tube prior to a BD SST or 
heparin  tube  for  chemistry  testing.  The  potential  cross 
contamination  of  K2 or  K3EDTA  on  the  needle  from  the 
lavender top tube to the chemistry tube can lead to an elevated 
potassium  result.  This  in  turn  can  require  a  recollection  of  the 
sample, or possible misdiagnosis or treatment of the patient.
Pre-analytical errors (Contd…)


Proper Tube Mixing:
–

 All  tubes  with  additives  need  to  be  inverted  to  mix  the 
additive evenly with the blood. Plastic serum tubes and BD 
SST  tubes  contain  clot  activator  and  should  be  inverted  5 
times  to  mix  the  activator  with  the  blood  and  help  the 
specimen clot completely. Improper mixing of the tube after 
venipuncture  could  have  contributed  to  the  gelatinous 
serum sample. Other additive tubes, such as heparin, need 
to  be  inverted  8-10  times  to  mix  the  anticoagulant  with  the 
blood and prevent clotting. Be sure that tubes are not being 
shaken vigorously, as this can lead to a hemolyzed sample.
Pre-analytical errors (Contd…)


Correct Specimen Volume: 
–

All  blood  collection  tubes  need  to  be  filled  to  the  correct 
volume. This will ensure the proper amount of blood for the 
amount of additive  in the  tube (blood  to  additive ratio).  For 
example, if a 5 mL draw heparin tube is only filled with 3 mL 
of blood, the heparin concentration is erroneously high and 
may  potentially  interfere  with  some  chemistry  analytes. 
Expiration dates should also be checked on the evacuated 
tubes. Expired tubes should not be used, as they may have 
a  decreased  vacuum,  as  well  as  potential  changes  in  any 
additives in the tubes.
Pre-analytical errors (Contd…)
 Proper

Tube Handling and Specimen
Processing: 
–

Once the blood collection tubes have been drawn 
in  the  correct  order,  to  the  proper  fill  volume  and 
mixed  thoroughly,  the  next  step  toward  accurate 
test  results  is  processing  the  tubes  properly. 
Serum  and  plasma  tubes  would  be  discussed 
separately,  as  both  specimen  types  have  their 
own special handling requirements.
Pre-analytical errors (Contd…)


Serum Samples:
Serum  specimens,  namely  red  top  tubes  and  BD  SST  gel 
tubes,  need  to  clot  completely  prior  to  centrifugation  and 
processing. Blood specimens in red top tubes should clot for 45 
to 60 minutes, and those in BD SST tubes should be allowed to 
clot  for  30  minutes  to  ensure  complete  clot  formation. Blood 
from patients who are receiving anticoagulant therapy, such as 
heparin  may  take  longer  to  clot.  Tubes  should  be  allowed  to 
clot  at  room  temperature,  upright  in  a  test  tube  rack,  with  the 
closures on the tubes. In the gelatinous sample, the blood does 
not  clot  completely  prior  to  centrifugation  because  a  cardiac 
patient  is  often  heparanized.  Spinning  the  tube  too  soon  may 
result  in  a  gelatinous  and/or  fibrinous  serum  sample  that  will 
require re-spinning.
Pre-analytical errors (Contd…)
 Plasma
–

Samples:

Plasma  specimens  collected  in  plasma  tubes, 
such as the plain heparinized green top tubes and 
the  BD  PST  tubes  with  heparin  and  gel  do  not 
require clotting prior to centrifugation. This allows 
the  tube  of  blood  to  be  drawn,  mixed  and 
centrifuged  immediately,  resulting  in  a  quicker 
turn-around-time for test results.
Pre-analytical errors (Contd…)


Centrifugation:
–

The next step in sample processing is the centrifugation of the blood collection tubes. 
In a swinging bucket centrifuge (preferred type of spin for gel separation tubes), the 
tubes should be spun for ten minutes at a speed of 1100 to 1300 relative centrifugal 
force (RCF). A fifteen-minute spin at the same speed is required for spinning tubes in 
a  fixed-  angle  centrifuge.  Serum  and  plasma  tubes  without  gel  can  be  spun  at  a 
speed of 1000 RCF for ten minutes.

It is important to spin gel tubes for the recommended time. The gel 
barrier in the tubes needs time to move and form a solid barrier between 
the red cells and the serum or plasma. Also, in BD PST tubes, the white 
blood cells and platelets that remain in the plasma need adequate time to 
spin out of the plasma. If the BD PST tubes are spun for less than the 
recommended 10 minutes, these cells and platelets may remain in the 
plasma and could cause interference with some chemistry analytes. It is 
recommended that BD SST tubes should not be re-centrifuged after their 
initial  centrifugation.  Re-spinning  the  tubes  can  result  in  elevated 
potassium values, as excess serum that has been in contact with the red cells 
will be expressed from underneath the gel barrier.
Pre-analytical errors (Contd…)


Special Handling of Blood Samples:
Certain chemistry analytes will require the tube of blood to
be chilled after collection in order to maintain the stability of the
analyte. A slurry of ice and water is recommended for chilling the
tubes of blood. Examples of specimens that need to be chilled or
transported on ice include adrenocorticotropic hormone (ACTH),
angiotensin converting enzyme (ACE), acetone, ammonia,
catecholamines, free fatty acids, lactic acid, pyruvate and rennin.
Other anayltes are photo-sensitive, and need to be protected
from light in order to remain stable and to ensure that the
laboratory reports an accurate result. This can be done by
wrapping the tube of blood in aluminum foil. The most common
example of a light-sensitive analyte is bilirubin. Other chemistry
analytes that need to be light-protected include beta-carotene
and erythrocyte protoporphyrin.
Pre-analytical errors (Contd…)


Stability for Whole Blood, Serum and Plasma:
A whole blood specimen that is going to be spun down should be
centrifuged and the serum or plasma removed from the red blood cells
within two hours after the venipuncture. Once the serum is removed or
separated from the red blood cells (in the case of a gel barrier tube), the
sample will be stable at room temperature for eight hours, and up to 48
hours at 2-4 degrees C. After 48 hours, the serum specimen should be
frozen at –20 degrees C in an aliquot tube.
Paying close attention to the pre analytical variables associated with
blood collection will help to ensure accurate test results in the chemistry
department, as well as all areas of the clinical laboratory. As was
evident, there are often several variables that can potentially contribute
to erroneous test results. Therefore, it is important to remember that a
better quality sample during the preanalytical phase of blood collection
will yield a better test result.
THE END

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Medical Lab Pre-Analytical Errors Presentation

  • 2. A Presentation on Pre-Analytical errors Presented By: Nasir Nazeer
  • 3. Quality assurance system  “The activity of a laboratory to ensure the reliability of test results, to increase accuracy, reproducibility and laboratory to laboratory comparability."  Quality assurance system depends upon 3 factors – – – Pre-analytical factors Analytical factors Post-analytical factors
  • 4. Pre-analytical errors    There is consolidated evidence that lack of standardization and monitoring of pre analytic variables, including procedures for patient identification, sample collection, handling and processing has an adverse influence on the reliability of test results, consuming valuable healthcare resources and compromising the patient's outcome. The pre analytic phase enfolds the greatest potential for quality improvement. Pre analytical variables can dramatically affect the results of any laboratory test Outcomes of pre-analytical errors range from no detected harm to death
  • 5. Pre-analytical errors (Contd…)                Patient Identification Patient Preparation Selecting the Site Site Preparation Tourniquet Application and Time Proper Venipuncture Technique Order of Draw Proper Tube Mixing Correct Specimen Volume Proper Tube Handling and Specimen Processing Serum Samples Plasma Samples Centrifugation Special Handling of Blood Samples Stability for Whole Blood, Serum and Plasma
  • 6. Pre-analytical errors (Contd…)  Patient Identification: – It is important to identify a patient properly so that blood is being collected from the correct person. Drawing blood from the wrong person or labeling the correct patient’s sample with a different patient’s label can certainly contribute to laboratory error. Blood should not be drawn from a patient before confirming that he is the right person. A nurse, physician, relative or guardian should identify patients that are unable to speak or identify themselves.
  • 7. Pre-analytical errors (Contd…)  Patient Preparation:  – Prior  to  collecting  specimens  for  chemistry,  certain  patient  variables  need  to  be  considered.  For  certain  chemistry  analytes, such as glucose and cholesterol, patients need to  be fasting (absence of food and liquids) for at least 12 hours  prior to veni-puncture. Other analytes, such as cortisol and  adrenocorticotropin,  have  diurnal  variations,  where  the  analyte is at its highest level in the morning, and the levels  gradually decrease during the course of the day.
  • 8. Pre-analytical errors (Contd…)  Selecting the Site:  – Selecting  the  appropriate  site  for  venipuncture  can  contribute  to  a  better  quality  sample.  The  preferred  site  is the median cubital vein. This vein is usually the easiest to  access.  Generally,  there  is  less  need  to  probe  to  find  the  vein,  which  in  turn  should  cause  fewer  traumas  during  the  venipuncture.  This  will  usually  be  the  most  comfortable  for  the  patient.  If  the  median  cubital  vein  cannot  be  used,  the  next  choice  would  be  the  cephalic  vein.  .  The  last  vein  to  consider for venipuncture is the basilic vein. This vein is in  close proximity to the median nerve and brachial artery, and  extreme caution  must be used so that only the basilic vein  is being punctured.
  • 9. Pre-analytical errors (Contd…)  Site Preparation:  – Prior  to  venipuncture,  the  site  should  be  cleansed  with  alcohol.  Cleansing  starts  at  the  center  of  the  vein,  and  should  continue  outward  in  concentric  circles.  Before  performing the venipuncture, the alcohol should be allowed  to air dry. This will help to ensure that the specimen is not  contaminated  with  alcohol,  as  this  can  lead  to  hemolysis.  Hemolysis  can  result  in  the  spurious  elevation  of  such  analytes  as  potassium,  lactate  dehydrogenase  (LD),  iron  and magnesium in the chemistry lab. Allowing the alcohol to  dry completely will also cause less burning and pain to the  patient.
  • 10. Pre-analytical errors (Contd…)  Tourniquet Application and Time:  – The  tourniquet  should  be  applied  approximately  three  to  four  inches  above  the  venipuncture  site.  The  tourniquet  should  be  on  the  arm  no  longer  than  one  minute.  A  good  rule of thumb to determine the one-minute tourniquet time is  to remove the tourniquet when blood starts to flow into the  first  tube  of  blood  being  drawn.  Prolonged  tourniquet  time  can  lead  to  an  increase  in  various  chemistry  analytes,  including  serum  protein,  potassium  and  lactic  acid  due  to  heam concentration of blood at the puncture site.
  • 11. Pre-analytical errors (Contd…)  Proper – Venipuncture Technique:  During phlebotomy, avoid probing to find the vein  and achieve blood flow. Excessive probing and/or  “fishing” to find a vein can result in a poor quality  sample,  including  hemolysis.  As  mentioned  previously, hemolysis can affect several chemistry  analytes.
  • 12. Pre-analytical errors (Contd…)  Order of Draw: According  to  BD  and  CLSI  (Clinical  and  Laboratory  Standards  Institute,  formerly  NCCLS), following  is  the  correct  order of draw during venipuncture will help to ensure accurate  test results. Improper order of draw that can lead to an incorrect  chemistry result is drawing an EDTA tube prior to a BD SST or  heparin  tube  for  chemistry  testing.  The  potential  cross  contamination  of  K2 or  K3EDTA  on  the  needle  from  the  lavender top tube to the chemistry tube can lead to an elevated  potassium  result.  This  in  turn  can  require  a  recollection  of  the  sample, or possible misdiagnosis or treatment of the patient.
  • 13. Pre-analytical errors (Contd…)  Proper Tube Mixing: –  All  tubes  with  additives  need  to  be  inverted  to  mix  the  additive evenly with the blood. Plastic serum tubes and BD  SST  tubes  contain  clot  activator  and  should  be  inverted  5  times  to  mix  the  activator  with  the  blood  and  help  the  specimen clot completely. Improper mixing of the tube after  venipuncture  could  have  contributed  to  the  gelatinous  serum sample. Other additive tubes, such as heparin, need  to  be  inverted  8-10  times  to  mix  the  anticoagulant  with  the  blood and prevent clotting. Be sure that tubes are not being  shaken vigorously, as this can lead to a hemolyzed sample.
  • 14. Pre-analytical errors (Contd…)  Correct Specimen Volume:  – All  blood  collection  tubes  need  to  be  filled  to  the  correct  volume. This will ensure the proper amount of blood for the  amount of additive  in the  tube (blood  to  additive ratio).  For  example, if a 5 mL draw heparin tube is only filled with 3 mL  of blood, the heparin concentration is erroneously high and  may  potentially  interfere  with  some  chemistry  analytes.  Expiration dates should also be checked on the evacuated  tubes. Expired tubes should not be used, as they may have  a  decreased  vacuum,  as  well  as  potential  changes  in  any  additives in the tubes.
  • 15. Pre-analytical errors (Contd…)  Proper Tube Handling and Specimen Processing:  – Once the blood collection tubes have been drawn  in  the  correct  order,  to  the  proper  fill  volume  and  mixed  thoroughly,  the  next  step  toward  accurate  test  results  is  processing  the  tubes  properly.  Serum  and  plasma  tubes  would  be  discussed  separately,  as  both  specimen  types  have  their  own special handling requirements.
  • 16. Pre-analytical errors (Contd…)  Serum Samples: Serum  specimens,  namely  red  top  tubes  and  BD  SST  gel  tubes,  need  to  clot  completely  prior  to  centrifugation  and  processing. Blood specimens in red top tubes should clot for 45  to 60 minutes, and those in BD SST tubes should be allowed to  clot  for  30  minutes  to  ensure  complete  clot  formation. Blood  from patients who are receiving anticoagulant therapy, such as  heparin  may  take  longer  to  clot.  Tubes  should  be  allowed  to  clot  at  room  temperature,  upright  in  a  test  tube  rack,  with  the  closures on the tubes. In the gelatinous sample, the blood does  not  clot  completely  prior  to  centrifugation  because  a  cardiac  patient  is  often  heparanized.  Spinning  the  tube  too  soon  may  result  in  a  gelatinous  and/or  fibrinous  serum  sample  that  will  require re-spinning.
  • 17. Pre-analytical errors (Contd…)  Plasma – Samples: Plasma  specimens  collected  in  plasma  tubes,  such as the plain heparinized green top tubes and  the  BD  PST  tubes  with  heparin  and  gel  do  not  require clotting prior to centrifugation. This allows  the  tube  of  blood  to  be  drawn,  mixed  and  centrifuged  immediately,  resulting  in  a  quicker  turn-around-time for test results.
  • 18. Pre-analytical errors (Contd…)  Centrifugation: – The next step in sample processing is the centrifugation of the blood collection tubes.  In a swinging bucket centrifuge (preferred type of spin for gel separation tubes), the  tubes should be spun for ten minutes at a speed of 1100 to 1300 relative centrifugal  force (RCF). A fifteen-minute spin at the same speed is required for spinning tubes in  a  fixed-  angle  centrifuge.  Serum  and  plasma  tubes  without  gel  can  be  spun  at  a  speed of 1000 RCF for ten minutes. It is important to spin gel tubes for the recommended time. The gel  barrier in the tubes needs time to move and form a solid barrier between  the red cells and the serum or plasma. Also, in BD PST tubes, the white  blood cells and platelets that remain in the plasma need adequate time to  spin out of the plasma. If the BD PST tubes are spun for less than the  recommended 10 minutes, these cells and platelets may remain in the  plasma and could cause interference with some chemistry analytes. It is  recommended that BD SST tubes should not be re-centrifuged after their  initial  centrifugation.  Re-spinning  the  tubes  can  result  in  elevated  potassium values, as excess serum that has been in contact with the red cells  will be expressed from underneath the gel barrier.
  • 19. Pre-analytical errors (Contd…)  Special Handling of Blood Samples: Certain chemistry analytes will require the tube of blood to be chilled after collection in order to maintain the stability of the analyte. A slurry of ice and water is recommended for chilling the tubes of blood. Examples of specimens that need to be chilled or transported on ice include adrenocorticotropic hormone (ACTH), angiotensin converting enzyme (ACE), acetone, ammonia, catecholamines, free fatty acids, lactic acid, pyruvate and rennin. Other anayltes are photo-sensitive, and need to be protected from light in order to remain stable and to ensure that the laboratory reports an accurate result. This can be done by wrapping the tube of blood in aluminum foil. The most common example of a light-sensitive analyte is bilirubin. Other chemistry analytes that need to be light-protected include beta-carotene and erythrocyte protoporphyrin.
  • 20. Pre-analytical errors (Contd…)  Stability for Whole Blood, Serum and Plasma: A whole blood specimen that is going to be spun down should be centrifuged and the serum or plasma removed from the red blood cells within two hours after the venipuncture. Once the serum is removed or separated from the red blood cells (in the case of a gel barrier tube), the sample will be stable at room temperature for eight hours, and up to 48 hours at 2-4 degrees C. After 48 hours, the serum specimen should be frozen at –20 degrees C in an aliquot tube. Paying close attention to the pre analytical variables associated with blood collection will help to ensure accurate test results in the chemistry department, as well as all areas of the clinical laboratory. As was evident, there are often several variables that can potentially contribute to erroneous test results. Therefore, it is important to remember that a better quality sample during the preanalytical phase of blood collection will yield a better test result.