Safe Blood Sampling Training Package

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Better Blood Transfusion - Education Programme Safe Blood Sampling Training Package SBS Training Package version 2010 to SNBTS www.learnbloodtransfusion.org.uk

Learning Outcomes Following this session you will be able to: Explain why correct patient identification is vital at every stage in the transfusion process Ensure that the blood request form is completed clearly and accurately Correctly label the sample Communicate effectively with the hospital transfusion laboratory to ensure that the patient receives the right blood component at the right time

The Transfusion Process Step 6 Manage the transfused patient Step 5 Administer blood component Step 4 Collect blood component Step 3 Take blood sample Step 2 Request blood component Step 1 Decide to transfuse

A large number of Incorrect Blood Component Transfused incidents occur at the sampling stage of the transfusion process

Data from 2008 Report n = 1040

Types of Errors Wrong patient bled Wrong name on sample tube Wrong DOB or other identifiers on sample tube Use of addressograph label on sample tube Wrong patient identifiers on request form Special transfusion requirements not identified Confusion of maternal / baby samples Transposition of samples multiple births Delay in transporting sample to transfusion laboratory Communication issues with the transfusion laboratory

Types of Identification Errors Positive patient identification is vital at every stage of the transfusion process Identification band problems size, access, missing, illegible Patients with same last name Names that can be reversed e.g. Thomas Allan/ Allan Thomas Consecutive hospital numbers Name does not indicate whether male / female Use of Baby, Twin, Triplet Multiple births Alternative ID use of photographs

Requesting a Blood Component The person completing the request form/ electronic order must be a trained registered practitioner

Before making the request identify: What type of request? Request Blood Component Routine or urgent transfusion Adult or paediatric patient The patient s transfusion history Doe the patient have special transfusion requirements? e.g., Irradiated, CMV negative blood

What Type of Request Use maximum blood ordering schedule (MSBOS) For patients undergoing a surgical procedure but unlikely to require blood (<1:3 chance) Negative antibody screen: blood can be provided rapidly Positive antibody screen: 2 units will be matched For patients having a surgical procedure who are likely to require blood (more >1:3 chance) Red cells should be crossmatched according to local MSBOS

Blood Availability You should familiarise yourself with the hospital major haemorrhage protocol O Negative ( Emergency blood ) Immediate - 5 minutes Group Compatible (i.e. same group as patient) 10-15 minutes Fully screened and cross-matched 30-40 minutes (NB maybe hours if antibody found)

Cytomegalovirus (CMV) negative components CMV is found in blood and harmless for most patients Exception is immunosuppressed patients, such as neonates and those undergoing bone marrow transplantation Irradiated components Irradiation renders T lymphocytes remaining in donated blood unable to engraft If an immunocompromised patient receives red cells that are not irradiated, the donor s T cells can cause graft-versus-host disease, causing tissue and organ damage, leading to death Washed red cells Rarely used Blood Component Specifications

Paediatric Blood Component Specifications Refer to BCSH guidelines or contact the Hospital Transfusion Laboratory for advice on blood component specifications CMV Negative Children < I year, all cellular components should be CMV negative Irradiation Prior to stem cell collection - Bone marrow transplant Intrauterine transfusion Hodgkin s disease (even after apparent cure) Immunodeficiency states (including DiGeorge Syndrome) Exchange transfusion Post fludarabine and related drugs Blood of specified age Non SAG-M blood

RhD Blood Samples Required at Delivery 1x EDTA Cord blood: as soon as possible after delivery 2x EDTA maternal blood: taken at least 30-45mins after placenta delivered

RhD Blood Sample Error HTL staff used a cord blood sample as a control for a Kleihauer test but noted it did not contain any fetal cells Recorded results showed that mother and baby had both typed as RhD negative Mother and baby had been discharged and both had to be called back to hospital to give another blood sample This showed that the baby was RhD positive, and that the mother required anti-d The original cord and maternal samples that were taken both contained maternal blood. The mistake was only discovered by chance because the cord blood sample was used as a control for a Kleihauer test

Request Blood Component Form must include the minimum patient ID data set Complete all patient demographics details State reason for transfusion State component type and number of units required State date, time and the urgency of the request Signature and contact number of practitioner making the request is required

Example Blood Request Form MACDONALD MORAG 11/07/1956 F 100198E ANY HOSPITAL ITU 14 06 2010 2 ANAEMIA Hb 6g/L NOT KNOWN NOT KNOWN 08/06/2010 Complete if appropriate Any Doctor Any Phlebotomist 629 13 /06/ 2010 09.30am

SHOT Special Requirements Error A 34 year old female patient with Hodkgin s Disease was admitted to the local hospice for top-up transfusion The request was made using the hospice admission number and not the hospital number The patient s previous transfusion history was not found The patient had Hodgkin's Lymphoma but the doctor did not request irradiated components The junior BMS did not recognise the need for irradiated blood

Taking a Blood Sample All staff involved in taking blood samples for transfusion must ensure that they are competent to undertake the task

Patient Identification Refer to your local patient identification policy Unconscious patients (or paediatric practice); verify identification details with a second staff member Unidentified patients; use the unique identification number at all times Out patient setting; refer to your local hospital transfusion policy for the correct procedure

SHOT Identification Error Two patients with the same last name were on the same ward Neither were known to the transfusion laboratory Patient A was undergoing surgery and required a pretransfusion sample The sample was taken from patient B but labelled as patient A Luckily the patient A did not require blood during surgery The discrepancy was not detected until a repeat sample was taken a week later It was identified that patient A was Blood group O and the blood in the sample tube had been Blood group A

Take Blood Sample Ask the patient to tell you their: Full Name + Date of Birth Check this information against the patient s ID band Be extra vigilant when checking the identity of a paediatric/ unconscious or compromised patient

Take Blood Sample A historical computer record will only be available if the patient has had a previous pre-transfusion EXAMPLE test or REQUEST transfusion FORM Check the patient s ID band Against documentation e.g., request form for: First name Last name Date of Birth Hospital number/ CHI Gender Any Doctor 629 13 /06/ 2010 09.30am 2 Any Phlebotomist 12 06 2010 MACDONALD 11/07/1956 ANY HOSPITAL ANAEMIA NOT KNOWN F MORAG 100198E ITU Complete if appropriate NOT KNOWN

Labelling the Sample Tube All samples must include the minimum patient ID data set First name Last name Date of birth Gender Unique patient identifier Hosp number/ CHI Date and time sample taken Signature of the person taking sample

Best Practice Points Never use a sample tube that has been pre-labelled Only bleed 1 patient at a time Always label the samples immediately after taking them Always hand write the tube beside the patient Label the sample tube with details from the ID band Never give unlabelled sample tubes to someone else to label Never label a sample tube that you have not taken yourself

Best Practice Points The person taking the sample is responsible for ensuring ID details on the tube match the details on the request form Place sample tube and request form in sample transport bag Be aware of distractions Be aware that patients in the outpatient or clinic setting may not be wearing an identification band

Best Practice Points If taking a cord blood sample, label before taking the maternal sample If you are unsure whether sample is maternal or cord blood you must discard it, even if it means the baby will have to be bled again

SHOT Labelling Error A doctor took a sample for pre-transfusion testing from patient A The doctor was then asked to see relatives of patient B who was very ill The doctor put the sample in his pocket to label when he had more time Following his discussion with the relatives of patient B, the doctor remembered the sample He labelled the tube and completed the request form as patient B

Sending the Sample and Request Form to the Transfusion Laboratory Know your local methods of sample delivery

Transporting the Sample Send the sample to the HTL in the most appropriate way for the clinical situation Urgent samples should be sent by the most rapid method (see your local major haemorrhage protocol) When an urgent sample is sent, you must inform the HTL

Specimen Reception Does your hospital have a Zero Tolerance Policy? The HTL undertake the following checks: Sample integrity Sample and form for minimum patient ID Sample and form for discrepancies Patient s historical transfusion record Unique laboratory number is then assigned

SHOT Transportation Error Four patients were admitted to a surgical ward for preplanned surgery Samples were taken from each of the patients for pretransfusion testing The samples were put in the ward fridge and not the sample fridge therefore, they were not picked up A nurse found the samples the morning of the day the patients were scheduled for surgery

Safe Transfusion Practice is YOUR RESPONSIBILTY! 1. Ensure you correctly identify the patient 2. Ensure that the details on the patient identification band, sample tube and request form are identical 3. Ensure that you communicate effectively with the hospital transfusion laboratory to ensure that the patient receives the right blood component at the right time

Further Information Local Blood Transfusion Policy Serious Hazards of Transfusion Annual Report web site www. shotuk.org The Handbook of Transfusion Medicine [4th Ed] (2007) web site www.transfusionguidelines.org.uk NHS Quality Improvement Scotland Clinical Standards for Blood Transfusion (2006) web site www.nhshealthquality.org Learnbloodtransfusion elearning resource web site www.learnbloodtransfusion.org.uk