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The Art and Science of Infusion Nursing
Lynda S. Cook, MSN, RN, CRNI®
Therapeutic Phlebotomy
A Review of Diagnoses and Treatment Considerations
ABSTRACT
In the United States, phlebotomies are most
often performed for reinfusion of blood to a
designated or nondesignated recipient at a later
time. These are known, respectively, as autologous
or allogenic donations. For a few rare blood disorders, however, phlebotomy is performed as a medical intervention for disease management. These
are referred to as therapeutic phlebotomies. Four
classifications of blood disorders are discussed
here for which symptoms and complications can
be managed by the use of therapeutic phlebotomy.
The article also offers considerations for setting
up a therapeutic phlebotomy program.
ORIGINS OF THERAPEUTIC
PHLEBOTOMY
The removal of blood for therapeutic purposes has been
practiced for several thousand years and frequently is
referred to as bloodletting. The ancient Egyptians, circa
1000 BC, believed that periodic self-sacrifice of blood
maintained a strong spirituality and alleviated the body
of all ills.1 Citizens were encouraged to practice bloodletting several times each month—taking care not to
cause severe scarring since self-mutilation was frowned
Author Affiliation: Independent Vascular Access Consultant,
Greensboro, North Carolina.
Lynda S. Cook is an IV specialist, currently working as a vascular
consultant for 3M Medical and Genentech. She received her
master’s of nursing education in 2008. She has maintained
certification since 1986 and is a recipient of the Infusion Nurses
Certification Corporation CRNI® of the Year Award.
The author has disclosed that she has no financial relationships
related to this article.
Corresponding Author: Lynda S. Cook, MSN, RN, CRNI®, 6015
Tamannary Dr, Greensboro, NC 27455 ([email protected]).
VOLUME 33
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on. The Mayans, circa 1500 BC, also encouraged citizens to perform bloodletting privately in penitence for
egregious sins. In addition, bloodletting on the royal
Mayan family was done to prove their lineage to the
gods. Important occasions, such as births, deaths, marriages, and the dedication of new buildings, were celebrated by public bloodletting of the queen and the king.
To demonstrate their strength, the puncturing or cutting
was done on sensitive body parts—the tongue of the
queen and the penis of the king.2
It was not until the fifth century BC that the medical
benefit of bloodletting was perceived. Although
Hippocrates, circa 400 BC, is attributed with recognizing the potential benefits, it was an additional 200 years
before bloodletting as a medical practice became widespread. The rise of the practice was led by Galen, a
physician and follower of Hippocrates, who was a great
orator of strong persuasion. He developed and touted
the theory of the 4 humors—blood, phlegm, yellow bile,
and black bile—and suggested that good health resulted
when the humors were in perfect alignment with one
another.3 An imbalance of any one of the humors was
considered the cause of illness but could be corrected by
bleeding and/or purging. Over the centuries, his philosophy was altered to incorporate new medical understanding, but the overall theory of the 4 humors was a
basis for medical practice for 2000 years. Crude cutting
instruments were devised and “enhanced” through the
centuries,4 and the uses of cupping to prolong bleeding
and leeches as an alternative to cutting waxed and
waned in popularity.2 Throughout the 17th and 18th
centuries, bloodletting reached the height of use. In
1789, George Washington was treated with bloodletting
for a sore throat. After being bled of 9 pints in 24 hours,
the Father of Our Country succumbed to the effects of
anemia and dehydration.5,6
With the discovery of the circulatory system by Harvey
in the early 1600s,7 the practice of bloodletting began to
incorporate the use of venesection, describing the practice of removing blood directly from the vein. By the
mid-1800s, the indiscriminate use of bleeding to treat
all inflictions, large or small, was frowned on by the
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emerging medical society and deemed quackery. The
social use of bleeding started to fade, but selected
medical conditions were recognized as benefiting by the
practice. By the turn of the century, about 35 conditions
were recognized that were medically appropriate for
blood removal.1 Today, this number has dwindled down
to a handful of rare blood disorders.
DISORDERS BENEFITING FROM
THERAPEUTIC PHLEBOTOMY
Therapeutic phlebotomy is the treatment of choice for
blood disorders in which the removal of red blood cells
or serum iron is the most efficient method of managing
disease symptoms and complications. Few diseases are
appropriate for such treatment, and generally, the need
for phlebotomy can be predetermined and prearranged.
Most nurses will rarely or never participate in the
therapy. Phlebotomy patients may require services
unexpectedly, however. Therefore, it is beneficial for all
practitioners to familiarize themselves with these disorders.
Polycythemia
Polycythemia, which means “many cells in the blood,”
is the direct antonym of anemia, which means “absence
or lack of blood.” Polycythemia is a symptom, not a
disease, and it is characteristic of several blood disorders. The term most commonly refers to a perceived or
actual increase in red blood cell count; in certain conditions, an elevation in white blood cell and platelet
counts may also be noted.
An elevated hematocrit level is generally the first
indication of possible polycythemia. The determining
factor is whether erythrocytosis (increased manufacturing of red blood cells) is responsible for the increased
hematocrit level or whether it is in relation to a decrease
in plasma. If erythrocytosis is confirmed, the diagnosis
is categorized as absolute polycythemia. The condition
can then further be classified as polycythemia vera, or
secondary polycythemia.8 If erythrocytosis is not confirmed, the diagnosis is categorized as apparent polycythemia.
Apparent or relative polycythemia is a nonpathological condition in which the red blood cell count is within expected parameters and the cells themselves may be
normocytic (ie, the size and shape of normal mature red
blood cells). The increased hematocrit level is due to
diminished fluid volume. Conditions associated with
apparent polycythemia include, but are not limited to,
dehydration, burns, stress, and some hypertensive conditions.9 Erythropoietin (the hormone that stimulates
red blood cell production) levels are most often normal,
indicating that the increased hematocrit level is not
associated with the body’s attempt to increase red blood
cell production. The hematocrit corrects itself as plasma
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levels return to normal. Patients with apparent polycythemia are not candidates for phlebotomy.
Secondary polycythemia, by comparison, refers to
any disorder associated with an increase in the serum
erythropoietin level in which the underlying cause of the
erythrocytosis can be determined. Erythrocyte production is stimulated when erythropoietin is produced in
response to the body’s perceived need for oxygen. In
conditions associated with secondary polycythemia,
oxygen exchange to the tissues is poor. The kidneys
receive a message that additional red blood cells are
needed to enhance oxygen availability. The body goes
into overdrive to manufacture additional red blood
cells; therefore, serum erythropoietin levels may be elevated. This condition is common among those who
spend time at high altitudes, are heavy smokers, or suffer from severe lung disorders or heart failure.10
Altitude-induced erythrocytosis is generally self-limiting and does not present a problem as long as a period of acclimation to the higher altitude is provided. The
need for additional erythrocytes correlates with the
barometric pressure in the atmosphere. Although oxygen saturation of the air remains at 21% even at high
altitudes, the barometric pressure is lower, decreasing
the rate of oxygen exchange into the tissues.11 Red
blood cell mass is increased to enhance oxygen
exchange. Phlebotomy for cellular reduction is not
required or generally desired.
Smoking-related polycythemia, sometimes referred
to as smoker’s disease, is an ongoing process. The alveoli are unable to provide the oxygen exchange required
for red blood cell saturation. As tissue perfusion diminishes, the body attempts to compensate by increasing
red blood cell mass.11 Erythropoietin levels are elevated
to encourage red blood cell production. As oxygenation
remains low, the process of erythrocytosis continues
until, eventually, blood viscosity becomes an impeding
factor; the reduction of red blood cell mass is required
to improve oxygenation.
This same process occurs with severe lung disease.
In heart failure, the mechanism that causes erythrocytosis
is related to cardiac output, which may be too low to
allow for proper oxygenation. Erythrocytes proliferate
in an attempt to provide the needed oxygen and, as with
smoker’s disease, hyperviscosity begins to impede oxygenation, requiring red cell mass reduction.
Polycythemia vera, also referred to as polycythemia
rubra vera, is a primary blood disease. It is a myeloproliferative disorder in which erythrocytosis is of
unknown origin. In the United States, it is estimated
that 0.6 to 1.6 persons per million suffer from this condition.12 Most often, all blood cell levels (erythrocytes,
leukocytes, and platelets) are elevated. The increased
platelet count places the patient at risk for thrombotic
episodes. The leukocyte count is also elevated with
neutrophils being the predominant circulating white
blood cell. The disease progresses through several
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stages, beginning innocuously but terminating as acute
leukemia. White blood cell production overrides red
blood cells in end-stage disease, with anemia occurring
either secondary to therapy or because of bone marrow
exhaustion from red blood cell overproduction.
The mechanism driving cellular growth is not related
to a perceived need for additional oxygen; indeed, it
does not seem to be driven by any force. Erythropoietin
levels remain normal or slightly subnormal. Pluripotential stem cells that normally determine the direction of blood cell development undergo an unexplained
transition. The altered stem cells respond inappropriately
to cytokines other than erythropoietin and other blood
cell poietins and generate cells in a noncontrolled
manner.13 Common with all neoplastic disorders, cell
proliferation provides no advantage to the body. The
actual process of red blood cell progenesis is fairly slow;
essentially, 1 additional unit of blood is produced every
2 to 3 months.
Phlebotomy is the treatment of choice for most conditions of absolute polycythemia, although the treatment goals are different for polycythemia vera and secondary polycythemia. In all cases, no improvement of
the disease state is anticipated, although phlebotomy
may reduce symptoms. Patients in respiratory distress
may experience improved breathing by reducing the
sluggishness of the blood and/or relieving fluid overload. Frequency of phlebotomy for these patients is
determined by oxygen saturation and hematocrit levels.
Not all conditions resulting in secondary polycythemia are appropriate for treatment with phlebotomy. As previously stated, altitude-induced polycythemia
does not generally require red blood cell reduction. The
use of phlebotomy for the treatment of cor pulmonale is
also controversial. Cor pulmonale is a lung disorder
that results in right ventricular enlargement. The use of
phlebotomy to reduce hypoxia has been suggested as
therapy, but the reduction of oxygen-carrying red blood
cells may have a negative effect. Therapeutic phlebotomy for this and other heart-associated polycythemias is
sometimes considered, however, and is covered by many
insurance companies.
In polycythemia vera, the overall goal is the reduction of red blood cells and serum iron, although the
therapeutic reduction of white blood cells and platelets
may be beneficial. By keeping iron levels low, red blood
cells that form tend to be smaller and, therefore, less
invasive as they multiply. Iron stores may be nearly
depleted by phlebotomy and the repletion of iron is recommended only if levels are so low that other functions
are affected.14
Although platelet reduction is desirable for polycythemia vera, the use of phlebotomy may be counterproductive to this goal. Platelet counts of 400,000 to
800,000 are not unusual in this population. When phlebotomy is performed, platelet development is further
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bus formation that may be exacerbated by phlebotomy.
Abnormal platelet function results in increased aggregation and activation, which leads to a propensity for
thromboses.13 Patients receiving phlebotomy for reduction of iron and/or red blood cell mass may benefit from
platelet-reducing chemotherapy before bleeding.13,15
Hemochromatosis
Iron is essential to most living organisms and plays a
major role in cellular functions; however, excessive
amounts of iron can be toxic, leading to multiple organ
failure and death. The toxicity of iron comes from its
propensity to form oxygen radicals that damage cells.
When iron overload occurs, the body has no way of
intentionally modifying excretion to increase removal.
Excretion occurs naturally, but only to a small degree,
through sloughing of the cells of the interstitial lining
and skin cells, through sweat, and from the urinary
tract. Women lose additional iron as a result of menstruation and pregnancy.16,17
Iron levels are controlled more by absorption than
through excretion. A small amount is absorbed directly
from the stomach; higher amounts are absorbed from the
duodenum or jejunum.16,17 Although the intestines can
generally regulate absorption, increased dietary iron may
result in iron overload. Parenteral administration or transfusion of red blood cells may also lead to iron excess.
When iron enters the system, it is initially stored
intracellularly and intramucosally as free iron. This
unused iron forms protein complexes known as ferritin
that act as storage tanks. Iron is mobilized from ferritin
into cells by the protein transferrin. When iron-rich
cells, such as red blood cells, die, the newly freed iron
forms an insoluble protein complex known as hemosiderin, which is stored in tissues, especially in the liver.
As long as it is available, hemosiderin is the source of
iron used when new cells are manufactured, again using
transferrin as the mobilizer. At any one time, 65% of
the body’s iron stores are bound to hemoglobin, 4% is
bound to myoglobin (muscle heme), and 30% is stored
as ferritin or hemosiderin in the spleen, bone marrow,
and liver.17 The remaining 1% is distributed throughout
various tissues.
The normal value of serum iron in adult men is 65 to
177 ␮g/dL and is slightly less for women. The measurement of serum iron indicates the amount of iron that is
immediately available for cellular uptake, that is, the
amount that is bound to transferrin. Total iron-binding
capacity provides an indication of the maximum
amount of iron that transferrin is able to carry.
Transferrin can accommodate up to 200 to 450 ␮g/dL
of iron but generally carries only about 20% to 55% of
this maximum capacity. This percentage is termed iron
saturation.17 Serum ferritin levels provide the best indirect measurement of total body iron stores and usually
are between 15 to 200 ng/mL.18 Hemosiderin levels are
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not tested by blood examination because the complex is
found within cells only.19
When the amount of iron stored as hemosiderin
becomes excessive, a condition known as hemosiderosis
is diagnosed. Hemosiderosis is a nonpathological condition; it does not cause disease. The condition may be
symptomatic of disease, however. Hemosiderosis occurs
when iron stores are higher than normal and iron is
deposited excessively in tissues.
Hemochromatosis refers to an inherited disease state
in which iron absorption from the duodenum is not regulated, resulting in higher than desirable serum iron levels. Hemosiderosis is a characteristic symptom of
hemochromatosis. There are 4 variations of hemochromatosis, each of which is related to an alteration of a
specific cytokine required to regulate iron uptake. These
are distinguished by age at onset, genetic cause, and
various factors of inheritance.20
As iron progressively builds up in tissues and organs,
organ dysfunction and failure occurs, notably affecting
the heart, liver, and endocrine portion of the pancreas.
Although some types of hemochromatosis are asymptomatic, complications of iron saturation may include
arthritis, diabetes, liver cirrhosis, heart arrhythmias
and failure, and an increase in skin pigmentation
termed bronzing. Laboratory values indicate that iron
saturation is approaching 100%, meaning that there is
no transferrin available to mobilize unused iron.
Consequently, serum ferritin levels also rise.17
The estimated prevalence of hereditary hemochromatosis is 1 in 200 persons to 1 in 250 persons in the general population, making it one of the most common genetic disorders.20 The disorder was first recognized in 1889,
but no known therapy was available until 1952, when
Davis and Arrowsmith21 reported the success of therapeutic phlebotomy to reduce the iron load. Today, phlebotomy is the most common treatment of iron reduction in this
disorder. Initially, 1 unit of blood (usually 500 mL) is
removed weekly until iron stores have been reduced and a
state of hypoferritinemia exists. Time between treatments
is then dependent on laboratory values; treatment is usually performed 4 to 6 times annually to keep serum ferritin
levels between 25 and 50 ng/mL and saturation below
50%. Interestingly, despite the morbidity associated with
hemochromatosis, a 2002 study indicated that patient
compliance with therapy diminishes over time.22
Porphyria
Porphyria is a generic term referring to a group of 7 diseases related to the disruption of heme biosynthesis.
Heme is the iron-carrying portion of hemoglobin.
Porphyrin is an organic compound that is essential to
the development of heme.
Porphyrin is synthesized in nature by all living matter
and is present in virtually every tissue in the human body.
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A significant trait is its ability to bind to metal; metalbound porphyrins are also referred to as metalloporphyrins. In the human body, synthesized porphyrin binds
with iron to form the compound ferroporphyrin, otherwise known as heme, and with cobalt to form vitamin
B12. Unbound, it is present in minute amounts in many
cells, but the “free” form serves no biological purpose.23
The development of heme follows a precise pathway.24 Porphyrin enters the developing heme molecule in
stage 2 of this pathway and binds with iron in the final
stage. During the 8-stage process, the porphyrin molecule is altered by the presence of enzymes. These stagespecific enzymes, secreted from either the liver or the
bone marrow, are required for each stage of the pathway
to progress (Table 1). An absence or deficiency of any
one of these enzymes causes the heme pathway to be disrupted. The initial enzyme in the pathway, ␦-aminolevulinic acid synthase, does not involve porphyrin; the
resulting disease is termed sideroblastic anemia. The
remaining 7 enzymes cause progressive changes of a porphyrin compound; associated diseases are categorized as
porphyria. As the body perceives the decrease in heme
production, it begins to overproduce the precursor porphyrin molecule in an attempt to advance heme biosynthesis. This results in overaccumulation of that particular porphyrin molecule. Each porphyria has unique
symptoms that are related to the increased production of
the precursor molecule. The severity of these symptoms
varies even within the same classification.25
Porphyrias are classified as acute or nonacute according to the site of synthesis of the deficient enzyme. Four
of the enzymes are synthesized within the liver; 3 are synthesized within the bone marrow. When the liver is the
origin of the triggering enzyme, attacks tend to be acute,
with periods of total remission. Those porphyrias arising
from erythropoietic enzymes have no particular pattern
of remission and are therefore considered chronic.
Erythropoietic porphyrias are also known as cutaneous because a common feature is the development of
skin lesions with exposure to sunlight. Some acute
(hepatic) porphyrias also exhibit this trait. The excessive porphyrins in the body are deposited in all cells; the
amount varies with the disease type. When the porphyrin is photoactivated, it generates free radicals in the
presence of sunlight. These oxygen-free radicals cause
oxidization, which compromises cellular integrity.
Extremely sensitive patients may develop severe lesions
after even minimal exposure to sunlight as cells are
destroyed. At times, this destruction may be severe
enough to trigger a fatal reaction.
Because porphyrins are excreted in the urine, an interesting manifestation of some of the porphyrias is that
collected urine left standing in sunlight will turn red.
This is a characteristic of the pigment by which porphyrin gets its name (Greek for purple pigment).
Increased hair growth (hypertrichosis) is also a symptom
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TABLE 1
Pathway to Heme Production
Pathway
Enzyme
Deficiency Causes
Glycine
␦-Aminolevulinic acid synthase (E)
Sideroblastic anemia
␦-Aminolevulinic acid
Aminolevulinic acid dehydrase (H)
ALA dehydrase deficient porphyria
Porphobilinogen
Porphobilinogen deaminase (H)
Acute intermittent porphyria
Hydroxymethylbilane
Uroporphyrinogen III synthase (E)
Congenital erythropoietic porphyria
Uroporphyrinogen III
Uroporphyrinogen III decarboxylase (H)
Porphyria cutaneous tarda
Coproporphyrinogen III
Coproporphyrinogen oxidase (E)
Hereditary coproporphyria
Protoporphyrinogen IX
Protoporphyrinogen oxidase (E)
Variegate porphyria
Protoporphyrin
Ferrochelatase (E)
Erythropoietic protoporphyria
Abbreviations: E, erythropoietic enzyme (secreted from the bone marrow); H, hepatic enzyme (secreted from the liver).
of the porphyrias, leading to the appearance of fine
hairs over the entire face, including the forehead and on
the extremities. It is likely that legend of werewolves
developed as a result of this characteristic. Diet control
is important for some types of porphyria. The need to
avoid foods high in sulfur, such as garlic, and the need
to avoid sunlight helped develop the folklore of vampires. Porphyria has been deemed the disease of royalty
because of hypothetical “proof” that King George III
and Mary Queen of Scots both were sufferers.26
Porphyria is associated with so many nonspecific symptoms, however, that these retrospective diagnoses are
not respected by all researchers.
Porphyria cutaneous tarda is caused by a deficiency
of the fifth enzyme in heme production, uroporphyrinogen decarboxylase.27,28 Because this is a hepatic enzyme,
the disease is classified as acute. Characteristic of acute
porphyria, the disease is manifested by seizures and psychosis. The severe back and abdominal pain associated
with other acute porphyrias is uncommon in this disease, however. This is the only acute (hepatic) porphyria that shares the cutaneous manifestation of the erythropoietic porphyrias; skin blistering is a significant
feature of the disease. Full-thickness lesions may lead to
scarring with lifelong disfiguration. While porphyria is
most commonly a genetic disorder, porphyria cutaneous
tarda is unique because it may develop in response to
certain stimuli without genetic predisposition. Risk factors for disease development include excessive hepatic
iron, alcohol consumption, hepatitis C infection, estrogen administration, human immunodeficiency virus
infection, and induction of cytochrome P450 enzymes
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such as are typically seen in smokers. These triggers
may also exacerbate symptoms of patients with diagnosed disease.24
In porphyria cutaneous tarda, for reasons that are
not clear, the production of the enzyme uroporphyrinogen decarboxylase is inhibited by body iron, even if iron
stores are normal. The preferred therapy is to remove
iron by phlebotomy until the enzyme activity is able to
resume.27,28 Chelation therapy with deferoxamine will
achieve the same results, but the expense makes it undesirable as the treatment of choice.29
PROCEDURAL CONSIDERATIONS
FOR PHLEBOTOMY
Phlebotomies fall into 3 categories. Allogenic phlebotomy, the most commonly performed, refers to blood
drawn through a public or private donor program (such
as the American Red Cross) for storage in hospital
blood banks. These programs are credentialed by the
AABB (formerly the American Association of Blood
Banks), which sets forth stringent guidelines for the
donation and storage process. The donor is not the designated recipient in these volunteer donor programs.
Autologous phlebotomy refers to a medical program
in which the donor is always the designated recipient.
AABB guidelines are followed to ensure patient safety
and appropriate storage; however, no predonation
screening is required.
Therapeutic phlebotomy refers to a medical intervention in which blood is drawn for the therapeutic reduction
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of iron or blood cells. Although AABB guidelines for
patient safety are followed, no special treatment of the
blood pre- or postwithdrawal is required except to ensure
proper disposal.
With many of the disorders that have been discussed,
therapeutic phlebotomy not only provides symptom
relief but also reduces the potential organ damage
caused by high serum iron levels. Phlebotomies for these
patients are most commonly performed at the physician’s office or an outpatient clinic and incur some
expense to the patient. Depending on the underlying
disorder, some patients may be eligible to donate
through a volunteer donor program. This not only
decreases costs to the patient but also produces a unit
that can cross over for public use. Patients with smoker’s disease, which is classified as a secondary polycythemia, and some patients with hemachromatosis
may be eligible for this consideration. Patients with
other disorders are often not eligible for allogenic donation, because of the disease itself, medications being
used for the treatment, or instability of the patient at the
time of blood withdrawal.
Before being admitted to the volunteer donor program, a patient should be evaluated by a physician to
ensure appropriateness of the decision. Only blood that
has been drawn from a Red Cross volunteer donor can
be considered for the public blood supply. Blood that is
drawn at any other site cannot be used by a blood bank
because (1) the donor does not qualify as a volunteer and
(2) the process of collection lacks the required quality
control.
When setting up a therapeutic phlebotomy program,
it is strongly recommended that the facility outline policies and procedures to address patient safety, withdrawal technique, and blood disposal. The AABB sets forth
practice criteria as it relates to blood banking, but this
information may be useful when developing a therapeutic phlebotomy program.30 Another useful document is
the Infusion Nurses Society’s (INS’) Infusion Nursing
Standards of Practice (hereafter referred to as
“Standards”), which addresses phlebotomy in Standard
66, Practice Criteria III. Staff education should include,
but not be limited to, potential adverse reactions, information on infection control, vascular access options,
venipuncture technique, and homeostasis of the patient.
Personnel should also be proficient in basic cardiopulmonary resuscitation.30 Patient education and consent
for treatment are emphasized by the INS Standards.
Patient education should include a review of the potential symptoms for which the patient should alert the
nurse during or immediately after blood removal.
Therapeutic phlebotomy is a medical intervention and
requires a physician’s order. Proper orders will include
the frequency of phlebotomy and the amount of blood to
withdraw. An order to “draw 1 unit of blood” is not
appropriate because the term unit is arbitrary with no
86
defined amount. If parameters for laboratory values are
ordered, laboratory results need to be available before
starting the phlebotomy. Fluids may be ordered for
patients in compromised states who may not tolerate the
rapid loss of plasma. Fluid orders should include the
type, amount, and rate of infusion. Orders to “administer fluid as a bolus” are not appropriate because selecting a rate makes the nurse an unauthorized prescriber.
Orders may also include the timing of fluid administration: prior to phlebotomy, at completion, or during a
midpoint.
Unless otherwise ordered or specified by practice
criteria, the rate of blood removal and selection of equipment are at the discretion of the practitioner. Phlebotomy
through peripherally inserted catheters, midlines, tunnelled catheters, and implanted ports is discouraged
largely because of the risk of clotting or otherwise damaging the catheter. If a central catheter must be used for
blood withdrawal, the catheter should be flushed periodically to maintain patency and a fresh injection cap or
dead-ender applied at the completion of therapy.
Patients receiving multiple phlebotomies may benefit
from placement of an apheresis catheter; otherwise,
peripheral access is preferred. The practitioner may
determine the appropriate catheter size and venipuncture
location for peripheral draws. It is not necessary to limit
vascular access to the medial cubital vein, nor is a 16gauge needle appropriate for all patients. Adequate
blood flows can be attained through 20- or 18-gauge
catheters, and some practitioners successfully use 22gauge catheters. Guidelines for general venipuncture
technique should be observed.
One caveat to blood removal is that the rate flow
cannot be adjusted if blood needs to be removed incrementally to improve tolerance. It may be necessary to
stop the procedure and resume with fresh equipment as
the patient’s tolerance permits.
The amount of blood withdrawn may be estimated by
gradual increments indicated on the collection bag or,
for more accurate assessment, a scale may be used. The
use of syringes may also be considered to increase accuracy. Use of vacuum bottles to facilitate blood flow is
controversial. Potentially fatal air embolisms have been
detected when blood has been evacuated using
suction31,32; however, many phlebotomy sites are using
bottles without this repercussion.33 The most common
problem cited in the literature is that the suction collapses the vein, decreasing the rate of flow.34 There is no
literature to support or reject the use of Vacutainer®
tubes to withdraw blood; however, expense may be a
consideration because up to 40 to 60 tubes may be needed for a therapeutic draw.
The same equipment used for volunteer donation may
also be used for therapeutic phlebotomy. Keep in mind
that AABB-approved bags may be expensive because
they contain the preservatives necessary for storage.
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These bags also have a 16-gauge needle permanently
attached that may not be appropriate for all patients. A
benefit of vacuum bottles is the ability to select a smaller catheter gauge. A standard collection bag specifically
for therapeutic phlebotomy is also available that contains no preservatives. This bag also has an adapter for
catheter connection so the phlebotomist is able to select
the catheter size of choice. For patients who are being
phlebotomized weekly or more often, this consideration
is important to reducing vessel damage.
When preparing a site for catheter or needle insertion,
the same considerations for asepsis should be practiced
that are indicated for standard use of a peripheral catheter.
Because the blood will not be reinfused, the stringent
cleansing process used by the American Red Cross is not
required. For best success, the catheter should be inserted
immediately prior to the phlebotomy and discontinued at
completion to reduce vein trauma.
The incidence of adverse reactions with phlebotomy
is rare. Thrombosis is seldom a problem postphlebotomy; however, be aware that patients with polycythemia
vera have an increased risk of postphlebotomy thrombosis and be sure to address relative issues with the
donor for at-home monitoring.15
The most common adverse event from blood donation is the development of hematoma on catheter
removal.30 Although generally mild, hematomas can
become significant enough to cause damage to surrounding tissues, nerves, or vessels. Holding pressure at
the site after removal of the needle will help reduce the
incidence of hematoma formation. If hematoma occurs
despite this precaution, reapply pressure or use ice to
slow the bleed. Monitor the site frequently and document interventions.
Syncope is another common side effect and may be
recognized by weakness, sweating, dizziness, or pallor.
It may progress to loss of consciousness and/or convulsions. The pulse is more likely to decrease than to
increase, and systolic blood pressure may fall precipitously. If syncope occurs during the procedure, remove
the tourniquet immediately and either cap the catheter
or remove the needle. Supportive treatment will be for
symptom management.
Nausea and vomiting may be associated with the
rapid decrease in blood volume. Phlebotomy should be
held and appropriate measures taken if vomiting is
severe. Pretreatment with antiemetics is not generally
recommended.
Convulsions are rarely associated with phlebotomy.
They may be preceded by muscular twitching or
spasms. Provide patient protection to avoid injury
and notify the physician immediately. In the event of
serious cardiac difficulty, call emergency services for
assistance.
Postphlebotomy, patients should remain quietly seated
in a reclined position for several minutes and be allowed
VOLUME 33
|
NUMBER 2
|
MARCH/APRIL 2010
to slowly return to upright position. Once the patients
are able to stand and walk, they may go to an observation area and be given something light to eat or drink.
Encourage patients to increase fluid intake over the next
few hours (avoiding alcohol and caffeinated products),
if not contraindicated by the disease process. Smoking
should be avoided for at least 30 minutes postphlebotomy. Provide the donor with information on how to cope
with dizziness and when to resume normal activities.
These recommendations for donor postphlebotomy
care should be a part of the policy and procedure manual, and all observations should be noted on the donor’s
chart.30
NONPHLEBOTOMY CELLULAR
AND IRON REDUCTION
Although phlebotomy remains the treatment of choice
for porphyria, polycythemia, and hemochromatosis,
other options for red blood cell and iron depletion are
available. A new study in Scandinavia is looking at the
potential of performing erythrocyte apheresis in lieu of
standard phlebotomy.35 The hypothesis of the study is
that 2- to 3-fold the amount of iron may be removed per
treatment, which would require less frequent phlebotomies for the patient. Limitations for this type of
therapy are likely to be cost, increased time per treatment, and certain requirements in determining who is
an appropriate candidate.
The use of chelating medication to reduce iron in lieu
of phlebotomy has been studied for years and has been
found to have merit in some cases. Deferoxamine is a
chelating agent that binds with iron to remove it from
the body. It is capable of binding up to 85 mg iron per
1 g medication versus phlebotomy, which can reduce the
iron load by 250 mg/500 mL.36 Deferoxamine may be
beneficial when iron loads need to be reduced but the
patient cannot tolerate phlebotomy. The expense of therapy is one of the limiting factors to use. Deferoxamine is
the treatment of choice for the removal of iron in
anemias such as sickle cell and thalassemia when anemia
is already present.
Other pharmaceutical interventions are available to
help reduce bone marrow stimulation. The use of interferon as a myelosuppressive agent has been found to
have some advantages for patients with polycythemia
vera. Other medications aimed at reducing the platelet
count are associated with decreased risk of postphlebotomy thrombosis but may increase the risk of developing leukemia.15
Because the diseases requiring therapeutic phlebotomy are rare, many nurses may never have an opportunity to perform the procedure. However, patients requiring
this treatment walk among us in every town across
America and may show up at your facility unexpectedly.
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