D.9 - Blood Specimen Collection - Venipuncture Vacuum - Extraction Method.pdf

The content in Clinical Skills is evidence based and intended to be a guide to clinical practice. Always follow your organization’s practice.

ALERT

Strictly adhere to guidelines for hand hygiene, standard precautions, and site preparation to minimize the risk of a health care–associated infection.

OVERVIEW

The health care team member must follow infection prevention practices when obtaining a blood specimen, including using the appropriate safety devices and following blood-borne pathogen standards, to minimize the risk of exposure to pathogens. The use of safer needleless devices such as those with a reliable integrated safety feature is recommended. Venipuncture requires an aseptic, no-touch technique and sterile gloves if contact with the skin is required after the skin preparation with an antiseptic. The patient’s veins used for venipuncture should be repeatedly assessed for infiltration, extravasation, infection, and phlebitis using standardized scales. Pain, burning, stinging, erythema, warmth, and subcutaneous swelling should be reported to the practitioner.

The health care team member must withdraw the correct amount of blood required by the laboratory for each blood collection tube (Table 1) to ensure accurate test results and decrease the patient’s risk of anemia. Some blood collection tubes contain additives that require an exact amount of blood in the collection tube. Some laboratory tests require less blood than others; the minimum amount needed for the required laboratory test should be confirmed with the organization’s laboratory and the manufacturer’s instructions for use (IFU). Knowing the correct laboratory order of blood specimens to be obtained into the blood collection tubes is essential, as some additives are more likely to contaminate other blood specimens when blood collection tubes are sequentially engaged in the rubber-sheathed needle. Some blood specimens may require special storage or handling, such as being placed on ice, refrigerated, or frozen.

The healthcare team member may need to use vascular visualization technology, such as ultrasound, infrared light technology, or transillumination devices, to identify vasculature and patients with difficult vascular access.

Restrict performing venipuncture for blood specimen collection:

7,8,9

• In the same extremity of patients with IV fluids infusing or use a vein below the site of the infusion

• In a patient’s extremity with lymphedema or in those patients at risk for lymphedema (e.g., patients who have had axillary lymph node dissection or radiation therapy)

• In patients with an extremity alteration in normal venous blood flow (e.g., paralysis and hemiparesis from a cerebrovascular accident) or decreased sensation that could prevent pain perception, such as needle-to-nerve contact

Ways to minimize blood loss associated with blood sampling include:

The health care team member should determine an appropriate pain management strategy for the patient based on the patient’s condition, developmental level, and engagement of the patient and family to reduce pain during venipuncture. Anxiety may be assuaged by communicating with the patient about how to help relieve concerns.

SUPPLIES

See Supplies tab at the top of the page.

EDUCATION

ASSESSMENT AND PREPARATION

Assessment

• Eliminating unnecessary laboratory tests

• Reducing the frequency of obtaining blood samples

• Drawing blood samples based on clinical need

• Using small volume collection tubes

• Using point-of-care testing methods

• Using closed-loop systems for venous and arterial vascular access devices (VADs), as these systems return the blood to the patient’s circulatory system

• Using the push-pull or mixing method

• Provide developmentally and culturally appropriate education based on the desire for knowledge, readiness to learn, and overall neurologic and psychosocial state.

• Explain that pressure is applied to the venipuncture site briefly after the needle is withdrawn, without bending the patient’s arm.

• Explain that the patient may apply pressure if able.

• For a patient who has a bleeding disorder or is undergoing anticoagulant therapy, explain that pressure may have to be applied for a longer period of time to achieve clotting.

• Instruct the patient to report if persistent or recurrent bleeding or an expanding hematoma at the venipuncture site after initial hemostasis is achieved.

• Encourage questions and answer them as they arise.

1. Perform hand hygiene before patient contact. Don appropriate personal protective equipment (PPE) based on the patient’s need for isolation precautions or the risk of exposure to bodily fluids.

2. Introduce yourself to the patient.

3. Verify the correct patient using two identifiers.

4. Explain the procedure and ensure that the patient agrees to treatment.

5. Review the patient’s history for risks associated with venipuncture, such as anemia, anticoagulant therapy, low platelet count, a bleeding disorder (e.g., history of hemophilia), venous collapse, traumatic venipuncture, or phlebitis.

6. Review the patient’s personal history with blood specimen collection (e.g., anxiety or fear related to venipuncture), ask about signs of adverse responses to previous venipunctures (e.g., vagal response), and determine the patient’s ability to cooperate with the procedure.

7. Review the patient’s history for an allergy or sensitivity to antiseptic solutions, adhesives, and dressings.

8. Determine if the patient has any restrictions before performing venipuncture, such as:2

a. Current IV or dialysis access site, a site with a hematoma, or signs of phlebitis or previous infiltration on the same extremity

b. In a patient’s extremity with lymphedema or those patients at risk for lymphedema (e.g., patients who have had axillary lymph node dissection or radiation therapy)

c. In patients with an extremity alteration in normal venous blood flow (e.g., paralysis and hemiparesis from a cerebrovascular accident) or decreased sensation that could prevent pain perception, such as needle-to-nerve contact

9. Ensure that the patient has not exercised for 24 hours before blood sampling.

Rationale: Exercise and changes from supine to upright positions can alter plasma volume because of the force of gravity on venous hydrostatic changes and distribution of bodily fluids, which can change the values of hemoglobin, hematocrit, and other blood cell counts.

10. Determine the need for appropriate pain management strategies to reduce the patient’s pain from the venipuncture per the organization’s practice.3

11. Review the anatomy of the patient’s venous system and determine the need for equipment to help localize the patient’s vein, such as a transilluminator, infrared light technology, or ultrasound machine as appropriate.

Preparation

1. Identify whether cautions or preconditions must be met before the blood specimen can be collected.

Blood specimen collection can be related to medication administration (e.g., medication peak and trough levels), nutritional intake (e.g., fasting), procedures, or diagnostic testing (e.g., timed endocrine hormone levels).6

2. Review the practitioner’s orders for blood specimens and consult with the practitioner about obtaining blood for all required tests during one venipuncture and eliminating routine testing (as needed).6

3. Identify the appropriate laboratory blood collection tubes and validate the order in which the specimens are to be transferred into the collection tubes (if multiple specimens are required) and the volume required for each test per the laboratory’s practice and the manufacturer’s IFU (Table 1).

4. Review the laboratory’s requirements for labeling and handling the blood specimens.

5. Gather supplies and equipment, including specimen labels, blood collection tubes, and vascular visualization devices, if required, and bring them to the patient’s side. Replace latex equipment with nonlatex equipment if the patient has a latex allergy or sensitivity.

a. Ensure that all equipment has been cleaned and disinfected using an Environmental Protection Agency (EPA)–registered disinfectant per the organization’s practice.

b. Ensure that all work surfaces used to hold blood specimen collection equipment, including chair arm extensions and tables, have been disinfected to protect the patient and the blood specimen from contamination.

c. Ensure that the blood collection tubes’ expiration dates have not passed and that all equipment and tubes are intact and free from defects or compromises.13

d. Ensure that the blood collection tubes have been stored upright and at the correct temperature (e.g., some additives require refrigeration).13

e. Do not preassemble devices before patient identification.13

f. Ensure that devices for the blood specimen collection process are from the same manufacturer.

g. Review the manufacturer’s IFU for blood collection tubes and transfer devices.

6. Provide privacy for the patient.

7. Ensure that the lighting is appropriate for observing vein contours and colors.

8. Raise or lower the patient’s bed or chair to a comfortable working height to prevent health care team member injury.

PROCEDURE

1. Perform hand hygiene and don gloves. Don additional PPE based on the patient’s need for isolation precautions or the risk of exposure to bodily fluids.

2. At the patient’s side, prepare or compare laboratory requisitions and computer-generated labels with the patient’s identification band by reading at least two identifiers and having the patient confirm the spelling of the patient’s full name and date of birth (when possible). Use computer-scanning verification, if available.

Do not draw blood if there is a discrepancy between the laboratory requisitions or labels and the patient’s identity.

3. Identify the patient’s best site for venipuncture.

Avoid contraindicated sites.2

a. If IV fluid is being administered in one arm, choose a site on the opposite arm for blood specimen collection. If unable to locate a site on the opposite arm, look for a venipuncture site distal to the IV infusion site.

Rationale: Stopping an IV infusion allows the medication to clear before obtaining the blood specimen, as the medication may interfere with laboratory analysis of the specimen.

Consult with the practitioner about stopping the IV infusion for a minimum of 2 minutes before obtaining the blood specimen, as applicable.

b. Ask the patient to make a fist for 10 seconds to distend the veins for venipuncture.13

c. If the selected vein cannot be palpated or viewed easily, apply a warm compress over the arm for several minutes per the organization’s practice.

Rationale: Warming enhances blood flow, making veins more prominent.

d. Consider using ultrasonography, infrared light technology, or transillumination for a patient with veins that are difficult to locate through observation or palpation.1

4. Choose a vein that is straight and does not divert into another branch; that is easily palpable; that has no swelling, hematoma, phlebitis, infection, or infiltration; and that has not had recent venous access or venipuncture. The basilic, cephalic, and median cubital veins are the most commonly used sites for venipuncture (Figure 1).

Rationale: Avoiding venipuncture in a location where a vein branches reduces the risk of a hematoma.

5. Apply a single-use tourniquet proximal to the insertion site.6

a. Avoid using a tourniquet for a patient who has a history of bleeding, is easily bruised, has fragile skin, or has diminished circulation; however, if a tourniquet must be used, apply it loosely.

Do not keep the tourniquet on the patient longer than 1 minute before the procedure is performed.

Rationale: Prolonged tourniquet application causes stasis, hemolysis, and hemoconcentration because of changes in the vascular epithelium from increased venous pressure and hypoxia.

b. Release the tourniquet before preparing the site for venipuncture.

6. Apply a topical anesthetic as prescribed, as needed. Remove the anesthetic completely from the skin after the prescribed dwell time.

7. Remove gloves, perform hand hygiene, and don clean gloves.

8. Prepare the blood collection equipment using blood collection tubes, holders, and needles from the same system and manufacturer to prevent equipment incompatibility.

a. Choose the smallest needle that will fit into the vein but will also accommodate the prescribed blood tests without contributing to hemolysis.

b. Ensure that a double-ended straight needle or winged-butterfly needle with tubing and a safety device is securely attached to the vacuum-extraction system collection barrel.

Alternatively, and if required, remove the sterile cap from the rubber-sheathed end of the double-ended straight or winged-butterfly needle and attach the needle to the collection barrel. If a single-ended straight or winged-butterfly needle is used, attach the needle securely to a collection barrel housing a sheathed needle.

9. Prepare the venipuncture site.

a. Cleanse the site with an organization-approved antiseptic solution (e.g., alcohol-based chlorhexidine, 70% isopropyl alcohol or povidone-iodine solution) per the manufacturer’s

IFU.4,13

b. Use a single-use applicator containing antiseptic solution.4

c. Allow the area to air-dry.

10. Perform venipuncture.

a. Reapply the tourniquet and relocate the vein.

Do not fasten the tourniquet for longer than 1 minute.

Rationale: Prolonged tourniquet application can cause stasis, localized acidemia, and hemoconcentration.

b. Remove the cap from the venipuncture needle, maintaining the needle’s sterility. Inform the patient to expect to feel a stick.

If contamination occurs, discard the needle and the collection barrel in a sharps container and prepare a new venipuncture needle.

c. Place the thumb or forefinger of the nondominant hand distal to the selected venipuncture site and gently pull and stretch the patient’s skin distal to the patient until it is taut and the vein is stabilized.

Rationale: Gently pulling and stretching the patient’s skin helps stabilize the vein and prevent rolling during needle insertion.

d. Hold a butterfly needle (if used) by its wings; hold a straight needle (if used) at the hub.

Insert the needle at a 15-degree angle slowly into the patient’s skin with the needle bevel facing upward (Figure 2).

e. Observe the patient’s response.

Signs of nerve injury include severe, unusual, or shooting pain; tingling or numbness; or a tremor in the arm. If the patient complains of any of these symptoms during venipuncture, withdraw the needle immediately and notify the practitioner.5

11. Obtain a blood specimen.

a. Observe for a blood return (Figure 3).

b. Hold the collection barrel securely and advance the first blood collection tube into the sheathed needle inside the barrel so that the needle pierces the rubber top of the blood collection tube.

Rationale: Pushing the sheathed needle through the rubber top breaks the vacuum, pulling blood into the tube.

Do not advance the needle farther into the patient’s vein.

Rationale: If the needle advances too far, it may transverse the vein through the opposite wall into the subcutaneous tissue.

c. Obtain the required amount of blood for all of the ordered laboratory tests, keeping the needle stabilized in the patient’s vein.

Rationale: Laboratory results are more accurate when the required amount of blood is obtained.

d. After the blood collection tube is filled to the correct level for the ordered test(s) (indicated by the marking on the tube or per the laboratory’s practice), grasp the collection barrel firmly and remove the blood collection tube, using caution not to disrupt the venipuncture needle’s location in the patient’s vein.

Rationale: Grasping the collection barrel prevents the needle from advancing or dislodging. The blood collection tubes should be filled to the correct level because additives in certain tubes are measured in proportion to the filled tube.

e. Insert and remove additional blood specimen tubes per the laboratory’s and manufacturer’s IFU, as needed.

Collect blood specimen coagulation studies before collecting other blood specimens that require a tube that contains a clot activator or other additive.

If using a butterfly needle with tubing, use a nonadditive tube to collect the air from the tubing before engaging a blood collection tube for a coagulation study.6,13

f. Gently invert each blood collection tube back and forth immediately after it is filled with blood if the tube contains additives. Follow the manufacturer’s IFU for the number of inversions.

Rationale: Inverting the blood collection tube gently ensures that the additives are properly mixed and prevents erroneous test results.

Do not shake the blood collection tube.

Rationale: Shaking the blood collection tube may cause lysis of the blood cells, resulting in inaccurate test results.

6,13

g. If the blood is flowing sufficiently into the blood collection tube and a tourniquet was used, release the tourniquet just before filling the last blood collection tube. If blood flow is slow, wait to release the tourniquet until the last tube is almost full. Fill the last tube and remove it from the collection barrel.

Rationale: Releasing the tourniquet before filling the last specimen tube reduces bleeding at the site when the needle is withdrawn.

12. After the required amount of blood is collected, apply a sterile 2 × 2-inch gauze pad over the venipuncture site (without applying pressure). After the last collection tube is removed, disconnect the collection tube to break the vacuum. Quickly but carefully withdraw the needle from the patient’s vein, activating the safety mechanism to prevent an accidental needlestick injury.12

13. Apply pressure to the venipuncture site with the gauze pad until the bleeding stops. Use tape or a bandage to secure the gauze pad in place.

Rationale: Direct pressure minimizes bleeding and prevents hematoma formation. A hematoma may cause compression and nerve injury.

For a patient who has a bleeding disorder or who is undergoing anticoagulant therapy, hold pressure for several minutes, as needed, until the bleeding stops.

14. Discard the collection barrel, needle, and tubing into an appropriate sharps container.

Do not recap needles or attempt to remove the needle from the collection barrel.12

MONITORING AND CARE

EXPECTED OUTCOMES

UNEXPECTED OUTCOMES

15. Check the blood collection tubes for any sign of external contamination with blood. Decontaminate the blood collection tubes, if necessary.

Rationale: Decontamination prevents cross-contamination and reduces the risk for exposure to pathogens in the blood specimen.

16. Assist the patient to a comfortable position for several minutes.

17. Label the specimen(s) in the presence of the patient.11

18. Place the labeled specimen(s) in a biohazard bag and transport it to the laboratory.

19. Discard supplies, remove PPE, and perform hand hygiene.

20. Document the procedure in the patient’s record.

1. Reassess the venipuncture site to determine whether bleeding has stopped or a hematoma has formed.

• Venipuncture is successful without nerve or adjacent tissue injury.

• Aseptic technique is maintained.

• Venipuncture site shows no evidence of continued bleeding or hematoma after specimen collection.

• Patient tolerates procedure with minimal anxiety, fear, or discomfort.

• All required laboratory blood specimens are collected accurately for testing.

• No needlestick injury occurs to the patient or health care team member.

• Hematoma forms at the venipuncture site.

• Infection or phlebitis develops at the venipuncture site.

• Nerve or adjacent tissue injury occurs after venipuncture.

• Patient has vasovagal response, including dizziness, fainting, or loss of consciousness.

• Hemostasis is not achieved.

• Laboratory specimen is inadequate for testing or hemolyzed and cannot be processed.

DOCUMENTATION

PEDIATRIC CONSIDERATIONS

• Aseptic technique is not maintained.

• Needlestick injury occurs to the patient or health care team member.

• Date and time of venipuncture, number and location of attempts, and name and credentials of person performing venipuncture

• Blood specimens obtained and disposition of specimens

• Location and description of venipuncture site

• Volume of blood drawn for a pediatric patient, a patient undergoing frequent blood sampling, or a patient with anemia

• Abnormal laboratory test results and related interventions

• Communication of laboratory results to practitioner

• Inability to obtain blood specimen collection, if unsuccessful

• Education

• Patient’s tolerance of venipuncture

• Unexpected outcomes and related interventions

• Use age-appropriate distraction techniques or the assistance of a child life specialist to assist in pain management and anxiety.

• Take the time to develop rapport and trust with a pediatric patient before beginning any invasive procedure. Include the family; if the family demonstrates trust, the patient will be less anxious.

• Encourage the patient’s family to remain present during the procedure.

• If possible, draw a pediatric patient’s blood specimens in a treatment room to maintain the feeling that the patient’s room is a safe place.

• When performing venipuncture on a pediatric patient, consider a variety of age-appropriate, organization-approved veins, such as the scalp, antecubital fossa, and saphenous and hand veins.

• Follow the organization’s practice for the use of chlorhexidine gluconate on neonates and infants.4

• Use appropriate developmental approaches:

• Infants: Swaddle with the selected limb exposed.

OLDER ADULT CONSIDERATIONS

REFERENCES

• Toddlers and preschool-age patients: Avoid opening supplies or showing the patient the needle before the procedure.

• School-age patients:

• Show them the selected supplies.

• Allow them to touch or handle safe supplies.

• Demonstrate the procedure on a doll.

• Use bandages to help reassure the patient that blood and organs will not leak out.

• Older adults have fragile veins that are easily traumatized during venipuncture. Applying a warm compress may help when samples are obtained. Using a small-gauge needle may also help.

1. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 22: Vascular visualization. Journal of Infusion Nursing, 44(Suppl. 1), S63-S65. (Level I)

2. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 27: Site selection. Journal of Infusion Nursing, 44(Suppl. 1), S81-S86. (Level I)

3. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 32: Pain management for venipuncture and vascular access procedures. Journal of Infusion Nursing, 44(Suppl. 1), S94-S95. (Level I)

4. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 33: Vascular access site preparation and skin antisepsis. Journal of Infusion Nursing, 44(Suppl. 1), S96. (Level I)

5. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 34: Vascular access device placement. Journal of Infusion Nursing, 44(Suppl. 1), S97-S101. (Level I)

6. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 44: Blood sampling. Journal of Infusion Nursing, 44(Suppl. 1), S125-S133. (Level I)

7. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 46: Phlebitis.

Journal of Infusion Nursing, 44(Suppl. 1), S138-S141. (Level I)

8. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 47:

Infiltration and extravasation. Journal of Infusion Nursing, 44(Suppl. 1), S142-S147. (Level I)

9. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 50: Infection.

Journal of Infusion Nursing, 44(Suppl. 1), S153-S157. (Level I)

ADDITIONAL READINGS

O’Grady, N.P. and others. (2011, updated 2017). Guidelines for the prevention of intravascular catheter-related infections, 2011. Centers for Disease Control and Prevention. Retrieved November 16, 2023, from https://www.cdc.gov/infectioncontrol/pdf/guidelines/bsi-guidelines-H.pdf

World Health Organization (WHO). (2010). WHO guidelines on drawing blood: Best practices in phlebotomy. Retrieved November 16, 2023, from https://apps.who.int/iris/bitstream/handle/10665/44294/9789241599221_eng.pdf?sequence=1&isAllowed=y

Adapted from Perry, A.G. and others (Eds.). (2022). Clinical nursing skills and techniques (10th ed.). St.

Louis: Elsevier.

Elsevier Skills Levels of Evidence

Clinical Review: Kerrie L. Chambers, MSN, RN, CNOR, CNS-CP(E)

Published: January 2024

10. Infusion Nurses Society (INS). (2021). Infusion therapy standards of practice. Standard 55:

Catheter-associated skin injury. Journal of Infusion Nursing, 44(Suppl. 1), S168-S170. (Level I)

11. Joint Commission, The. (2024). National Patient Safety Goals for the hospital program. Retrieved November 16, 2023, from https://www.jointcommission.org/-/media/tjc/documents/standards/national-patient-safety-goals/2024/npsg_chapter_hap_jan2024.pdf (Level VII)

12. Occupational Safety and Health Administration (OSHA). (n.d.). Hospitals eTool: Patient care unit:

Needlestick/sharps injuries. Retrieved November 16, 2023, from https://www.osha.gov/etools/hospitals/patient-care-unit/needlestick-sharps-injuries (Level VII)

13. Pagana, K.D., Pagana, T.J., Pagana, T.N. (2022). Chapter 2: Blood studies. In Mosby’s manual of diagnostic and laboratory tests (7th ed., pp. 11-497). St. Louis: Elsevier.

• Level I - Systematic review of all relevant randomized controlled trials

• Level II - At least one well-designed randomized controlled trial

• Level III - Well-designed controlled trials without randomization

• Level IV - Well-designed case-controlled or cohort studies

• Level V - Descriptive or qualitative studies

• Level VI - Single descriptive or qualitative study

• Level VII - Authority opinion or expert committee reports https://www.jointcommission.org/-/media/tjc/documents/standards/national-patient-safety-goals/2024/npsg_chapter_hap_jan2024.pdf https://www.jointcommission.org/-/media/tjc/documents/standards/national-patient-safety-goals/2024/npsg_chapter_hap_jan2024.pdf https://www.osha.gov/etools/hospitals/patient-care-unit/needlestick-sharps-injuries

• Adhesive bandage or tape

• Antiseptic solution for skin preparation

• Appropriate-size sterile winged-butterfly needle or single-ended needle with collection barrel with sheathed needle (with safety devices)

• Clean cloth or paper drape

• Collection barrel with Luer lock adapter (for Luer lock syringe)

• Gloves and additional PPE, as indicated

• Identification labels with proper patient identifiers

• Laboratory requisitions (appropriate patient identification, date, time, and name of test)

• Biohazard bag or approved container for delivery of blood specimens to laboratory

• Single-use tourniquet, if needed

• Small pillow or folded towel, or chair with special arm extension

• Sterile 2 × 2-inch gauze pads

• Topical anesthetic agent and occlusive dressing as needed

• Transilluminator, infrared light technology, or ultrasound machine, as needed

• Colored top blood collection tubes

• Warm compress, if needed

• Sharps container

Table 1 Blood Studies

(Adapted from Pagana, K.D., Pagana, T.J., Pagana, T.N. [2022]. Mosby’s manual of diagnostic and laboratory tests [7th ed.]. St. Louis: Elsevier.)

Figure 1

Location of veins for venipuncture. (From Perry, A.G. and others [Eds.]. [2022]. Clinical nursing skills and techniques [10th ed.]. St. Louis: Elsevier.)

Figure 2

Inserting vacuum tube needle into vein. (From Perry, A.G. and others [Eds.]. [2022]. Clinical nursing skills and techniques [10th ed.]. St. Louis: Elsevier.)

Figure 3

Blood flowing into tube. (From Perry, A.G. and others [Eds.]. [2022]. Clinical nursing skills and techniques [10th ed.]. St. Louis: Elsevier.)

The Quick Sheet is a synopsis of the procedure without rationales or citations. It is intended to be a review of how to perform a procedure and is not for the first-time or novice user.

ALERT

Strictly adhere to guidelines for hand hygiene, standard precautions, and site preparation to minimize the risk of a health care–associated infection.

1. Perform hand hygiene before patient contact. Don appropriate personal protective equipment (PPE) based on the patient’s need for isolation precautions or the risk of exposure to bodily fluids.

2. Introduce yourself to the patient.

3. Verify the correct patient using two identifiers.

4. Explain the procedure and ensure that the patient agrees to treatment.

5. Review the patient’s history for risks associated with venipuncture, such as anemia, anticoagulant therapy, low platelet count, a bleeding disorder (e.g., history of hemophilia), venous collapse, traumatic venipuncture, or phlebitis.

6. Review the patient’s personal history with blood specimen collection (e.g., anxiety or fear related to venipuncture), ask about signs of adverse responses to previous venipunctures (e.g., vagal response), and determine the patient’s ability to cooperate with the procedure.

7. Review the patient’s history for an allergy or sensitivity to antiseptic solutions, adhesives, and dressings.

8. Determine if the patient has any restrictions before performing venipuncture, such as:

a. Current IV or dialysis access site, a site with a hematoma, or signs of phlebitis or previous infiltration on the same extremity

b. In a patient’s extremity with lymphedema or those patients at risk for lymphedema (e.g., patients who have had axillary lymph node dissection or radiation therapy)

c. In patients with an extremity alteration in normal venous blood flow (e.g., paralysis and hemiparesis from a cerebrovascular accident) or decreased sensation that could prevent pain perception, such as needle-to-nerve contact

9. Ensure that the patient has not exercised for 24 hours before blood sampling.

10. Determine the need for appropriate pain management strategies to reduce the patient’s pain from the venipuncture per the organization’s practice.

11. Review the anatomy of the patient’s venous system and determine the need for equipment to help localize the patient’s vein, such as a transilluminator, infrared light technology, or ultrasound machine as appropriate.

12. Identify whether cautions or preconditions must be met before the blood specimen can be collected. Blood specimen collection can be related to medication administration (e.g., medication peak and trough levels), nutritional intake (e.g., fasting), procedures, or diagnostic testing (e.g., timed endocrine hormone levels).

13. Review the practitioner’s orders for blood specimens and consult with the practitioner about obtaining blood for all required tests during one venipuncture and eliminating routine testing (as needed).

14. Identify the appropriate laboratory blood collection tubes and validate the order in which the specimens are to be transferred into the collection tubes (if multiple specimens are required) and the volume required for each test per the laboratory’s practice and the manufacturer’s IFU (Table 1).

15. Review the laboratory’s requirements for labeling and handling the blood specimens.

16. Gather supplies and equipment, including specimen labels, blood collection tubes, and vascular visualization devices, if required, and bring them to the patient’s side. Replace latex equipment with nonlatex equipment if the patient has a latex allergy or sensitivity.

a. Ensure that all equipment has been cleaned and disinfected using an Environmental Protection Agency (EPA)–registered disinfectant per the organization’s practice.

b. Ensure that all work surfaces used to hold blood specimen collection equipment, including chair arm extensions and tables, have been disinfected to protect the patient and the blood specimen from contamination.

c. Ensure that the blood collection tubes’ expiration dates have not passed and that all equipment and tubes are intact and free from defects or compromises.

d. Ensure that the blood collection tubes have been stored upright and at the correct temperature (e.g., some additives require refrigeration).

e. Do not preassemble devices before patient identification.

f. Ensure that devices for the blood specimen collection process are from the same manufacturer.

g. Review the manufacturer’s IFU for blood collection tubes and transfer devices.

17. Provide privacy for the patient.

18. Ensure that the lighting is appropriate for observing vein contours and colors.

19. Raise or lower the patient’s bed or chair to a comfortable working height to prevent health care team member injury.

20. Perform hand hygiene and don gloves. Don additional PPE based on the patient’s need for isolation precautions or the risk of exposure to bodily fluids.

21. At the patient’s side, prepare or compare laboratory requisitions and computer-generated labels with the patient’s identification band by reading at least two identifiers and having the patient confirm the spelling of the patient’s full name and date of birth (when possible). Use computer-scanning verification, if available. Do not draw blood if there is a discrepancy between the laboratory requisitions or labels and the patient’s identity.

22. Identify the patient’s best site for venipuncture. Avoid contraindicated sites.

a. If IV fluid is being administered in one arm, choose a site on the opposite arm for blood specimen collection. If unable to locate a site on the opposite arm, look for a venipuncture site distal to the IV infusion site. Consult with the practitioner about stopping the IV infusion for a minimum of 2 minutes before obtaining the blood specimen, as applicable.

b. Ask the patient to make a fist for 10 seconds to distend the veins for venipuncture.

c. If the selected vein cannot be palpated or viewed easily, apply a warm compress over the arm for several minutes per the organization’s practice.

d. Consider using ultrasonography, infrared light technology, or transillumination for a patient with veins that are difficult to locate through observation or palpation.

23. Choose a vein that is straight and does not divert into another branch; that is easily palpable; that has no swelling, hematoma, phlebitis, infection, or infiltration; and that has not had recent venous access or venipuncture. The basilic, cephalic, and median cubital veins are the most commonly used sites for venipuncture (Figure 1).

24. Apply a single-use tourniquet proximal to the insertion site.

a. Avoid using a tourniquet for a patient who has a history of bleeding, is easily bruised, has fragile skin, or has diminished circulation; however, if a tourniquet must be used, apply it loosely. Do not keep the tourniquet on the patient longer than 1 minute before the procedure is performed.

b. Release the tourniquet before preparing the site for venipuncture.

25. Apply a topical anesthetic as prescribed, as needed. Remove the anesthetic completely from the skin after the prescribed dwell time.

26. Remove gloves, perform hand hygiene, and don clean gloves.

27. Prepare the blood collection equipment using blood collection tubes, holders, and needles from the same system and manufacturer to prevent equipment incompatibility.

a. Choose the smallest needle that will fit into the vein but will also accommodate the prescribed blood tests without contributing to hemolysis.

b. Ensure that a double-ended straight needle or winged-butterfly needle with tubing and a safety device is securely attached to the vacuum-extraction system collection barrel.

Alternatively, and if required, remove the sterile cap from the rubber-sheathed end of the double-ended straight or winged-butterfly needle and attach the needle to the collection barrel. If a single-ended straight or winged-butterfly needle is used, attach the needle securely to a collection barrel housing a sheathed needle.

28. Prepare the venipuncture site.

a. Cleanse the site with an organization-approved antiseptic solution (e.g., alcohol-based chlorhexidine, 70% isopropyl alcohol or povidone-iodine solution) per the manufacturer’s

IFU.

b. Use a single-use applicator containing antiseptic solution.

c. Allow the area to air-dry.

29. Perform the venipuncture.

a. Reapply the tourniquet and relocate the vein. Do not fasten the tourniquet for longer than 1 minute.

b. Remove the cap from the venipuncture needle, maintaining the needle’s sterility. Inform the patient to expect to feel a stick. If contamination occurs, discard the needle and the collection barrel in a sharps container and prepare a new venipuncture needle.

c. Place the thumb or forefinger of the nondominant hand distal to the selected venipuncture site and gently pull and stretch the patient’s skin distal to the patient until it is taut and the vein is stabilized.

d. Hold a butterfly needle (if used) by its wings; hold a straight needle (if used) at the hub.

Insert the needle at a 15-degree angle slowly into the patient’s skin with the needle bevel facing upward (Figure 2).

e. Observe the patient’s response. Signs of nerve injury include severe, unusual, or shooting pain; tingling or numbness; or a tremor in the arm. If the patient complains of any of these symptoms during venipuncture, withdraw the needle immediately and notify the practitioner.

30. Obtain a blood specimen.

a. Observe for a blood return (Figure 3).

b. Hold the collection barrel securely and advance the first blood collection tube into the sheathed needle inside the barrel so that the needle pierces the rubber top of the blood collection tube. Do not advance the needle farther into the patient’s vein.

c. Obtain the required amount of blood for all of the ordered laboratory tests, keeping the needle stabilized in the patient’s vein.

d. After the blood collection tube is filled to the correct level for the ordered test(s) (indicated by the marking on the tube or per the laboratory’s practice), grasp the collection barrel firmly and remove the blood collection tube, using caution not to disrupt the venipuncture needle’s location in the patient’s vein.

e. Insert and remove additional blood specimen tubes per the laboratory’s and manufacturer’s IFU, as needed. Collect blood specimen coagulation studies before collecting other blood specimens that require a tube that contains a clot activator or other additive. If using a butterfly needle with tubing, use a nonadditive tube to collect the air from the tubing before engaging a blood collection tube for a coagulation study.

f. Gently invert each blood collection tube back and forth immediately after it is filled with blood if the tube contains additives. Follow the manufacturer’s IFU for the number of inversions. Do not shake the blood collection tube.

g. If the blood is flowing sufficiently into the blood collection tube and a tourniquet was used, release the tourniquet just before filling the last blood collection tube. If blood flow is slow, wait to release the tourniquet until the last tube is almost full. Fill the last tube and remove it from the collection barrel.

31. After the required amount of blood is collected, apply a sterile 2 × 2-inch gauze pad over the venipuncture site (without applying pressure). After the last collection tube is removed, disconnect the collection tube to break the vacuum. Quickly but carefully withdraw the needle from the patient’s vein, activating the safety mechanism to prevent an accidental needlestick injury.

32. Apply pressure to the venipuncture site with the gauze pad until the bleeding stops. Use tape or a bandage to secure the gauze pad in place. For a patient who has a bleeding disorder or who is undergoing anticoagulant therapy, hold pressure for several minutes, as needed, until the bleeding stops.

33. Discard the collection barrel, needle, and tubing into an appropriate sharps container. Do not recap needles or attempt to remove the needle from the collection barrel.

34. Check the blood collection tubes for any sign of external contamination with blood. Decontaminate the blood collection tubes, if necessary.

35. Assist the patient to a comfortable position for several minutes.

36. Label the specimen(s) in the presence of the patient.

37. Place the labeled specimen(s) in a biohazard bag and transport it to the laboratory.

38. Discard supplies, remove PPE, and perform hand hygiene.

39. Document the procedure in the patient’s record.

Adapted from Perry, A.G. and others (Eds.). (2022). Clinical nursing skills and techniques (10th ed.). St.

Louis: Elsevier.

S = Satisfactory U = Unsatisfactory NP = Not Performed

Skills

Blood Specimen Collection: Venipuncture Vacuum- Extraction Method - CE/NCPD

Checklist

Step S U NP Comments

Complete all pre-Skill patient education, assessment, and Skill preparation per individual scope of practice and role.

Review the patient’s history for risks associated with venipuncture.

Review the patient’s personal history with blood specimen collection, ask about signs of adverse responses to previous venipunctures, and determine the patient’s ability to cooperate with the procedure.

Review the patient’s history for an allergy or sensitivity to antiseptic solutions, adhesives, and dressings.

Determine if the patient has any restrictions before performing venipuncture.

Step S U NP Comments

Ensure that the patient has not exercised for 24 hours before blood sampling.

Determine the need for appropriate pain management.

Review the anatomy of the patient’s venous system and determine the need for equipment to help localize the patient’s vein as appropriate.

Identify whether cautions or preconditions must be met before the blood specimen can be collected.

Review the practitioner’s orders for blood specimens and consult with the practitioner about obtaining blood for all required tests during one venipuncture, as needed.

Identify the appropriate laboratory blood collection tubes and validate the order in which the specimens are to be transferred into the collection tubes and the volume required.

Review the laboratory’s requirements for labeling and handling the blood specimens.

Gather supplies and equipment and bring them to the patient’s side.

Replace latex equipment with nonlatex equipment if the patient has a latex allergy or sensitivity.

Provide privacy for the patient.

Ensure that the lighting is appropriate for observing vein contours and colors.

Raise or lower the patient’s bed or chair to a comfortable working height to prevent health care team member injury.

At the patient’s side, prepare or compare laboratory requisitions and computer-generated labels with the patient’s identification band. Use computer-scanning verification, if available.

Identify the patient’s best site for venipuncture.

Choose a vein that is straight and does not divert into another branch;

that is easily palpable; that has no swelling, hematoma, phlebitis, infection, or infiltration; and that has not had recent venous access or venipuncture.

Apply a single-use tourniquet proximal to the insertion site.

Apply a topical anesthetic as prescribed, as needed. Remove the anesthetic completely from the skin after the prescribed dwell time.

Prepare the blood collection equipment.

Prepare the venipuncture site.

Perform venipuncture.

Obtain a blood specimen.

1. Reapply the tourniquet and relocate the vein.

2. Remove the cap from the venipuncture needle. Inform the patient to expect to feel a stick.

3. Place the thumb or forefinger of the nondominant hand distal to the selected venipuncture site and gently pull and stretch the patient’s skin distal to the patient until it is taut and the vein is stabilized.

4. Hold a butterfly needle (if used) by its wings; hold a straight needle (if used) at the hub. Insert the needle at a 15-degree angle slowly into the patient’s skin with the needle bevel facing upward.

5. Observe the patient’s response.

1. Observe for a blood return.

2. Hold the collection barrel securely and advance the first blood collection tube into the sheathed needle.

3. Obtain the required amount of blood for all of the ordered laboratory tests.

After the required amount of blood is collected, apply a sterile 2 × 2-inch gauze pad over the venipuncture site (without applying pressure). After the last collection tube is removed, disconnect the collection tube to break the vacuum. Quickly but

4. After the blood collection tube is filled to the correct level for the ordered test(s) (indicated by the marking on the tube or per the laboratory’s practice), grasp the collection barrel firmly and remove the blood collection tube.

5. Insert and remove additional blood specimen tubes, as needed.

6. Gently invert each blood collection tube back and forth immediately after it is filled with blood.

7. If the blood is flowing sufficiently into the blood collection tube and a tourniquet was used, release the tourniquet just before filling the last blood collection tube. If blood flow is slow, wait to release the tourniquet until the last tube is almost full. Fill the last tube and remove it from the collection barrel.

carefully withdraw the needle from the patient’s vein.

Apply pressure to the venipuncture site with the gauze pad until the bleeding stops. Use tape or a bandage.

Discard the collection barrel, needle, and tubing into an appropriate sharps container.

Check the blood collection tubes for any sign of external contamination.

Decontaminate the blood collection tubes, if necessary.

Assist the patient to a comfortable position.

Label the specimen(s) in the presence of the patient.

Place the labeled specimen(s) in a biohazard bag and transport it to the laboratory.

Complete all post-Skill patient education, documentation, and reassessment per individual scope of practice and role.

Learner: Signature:

Evaluator: Signature:

Date: