Clinical Guide to Transfusion
Chapter 9. Blood Administration
This chapter focuses on the principles of safe blood transfusion practices. The aim of this chapter is to develop and support the knowledge of health-care professionals involved in prescribing and administering blood components and products. Several standards and guidelines define the minimum criteria required to maintain safety and enhance transfusion practices. These include the Canadian Standard Association’s CAN/CSA-Z902-15 - Blood and Blood Components1, the Canadian Society for Transfusion Medicine (CSTM) Standards for Hospital Transfusion Services2, Health Canada’s Guidance Document: Blood Regulations3, the AABB Standards for Blood Banks and Transfusion Services4 and the College of American Pathologists (CAP) Transfusion Medicine Accreditation Checklist.5 These standards and guidelines establish the criteria for practices that support health-care providers, specifically the transfusion service, in defining the quality system requirements necessary for continuous improvement. Each health-care facility’s policies and procedures must include mechanisms to ensure ongoing training and competency assessment of the theoretical and practical knowledge of all staff involved in the transfusion process, including the clinical decision to transfuse.
Decision to transfuse
The prescribing of a blood component or plasma protein product (PPP) is a clinical decision made by a physician or authorized health care professional, based on evidence-based practice guidelines and often made in consultation with a Transfusion Medicine Specialist. Although pre-transfusion diagnostic test results may suggest transfusion is warranted, a clinical assessment of symptoms and consideration of outcome measures should be included in the decision to transfuse.
Informed consent is a standard blood safety requirement in Canada (see section 11.2 of CSA-Z902).1 In the Commission of Inquiry on the Blood System in Canada, the Honourable Commissioner Justice Horace Krever emphasized the importance of informed consent for the administration of blood components and products.6 His recommendations included:
26. That the licensing bodies of the medical profession require in their standards of practice that the treating physician obtain the informed consent of the patient to the administration of blood and blood products, in such a way that patients in Canada, barring incompetency or an emergency surgical procedure, will be informed of the risks and benefits of, and alternatives to, allogeneic blood transfusion.
27. That risks, benefits, and alternatives be presented in language the patient will understand and in a manner that permits questions, repetitions, and sufficient time for assimilation.6
Discussion between the physician and the patient should take place well in advance of the surgical or therapeutic intervention if possible to allow the patient to investigate alternatives, if any, to an allogeneic blood transfusion.
The health-care facility is responsible for developing the policy and procedures for informed consent. The process to obtain informed consent from the recipient prior to the transfusion of blood products must include the following, according to Section 11.2.1 of CSA-Z9021:
- A description of the blood component or PPP;
- The associated risks and benefits, including life-threatening risks; and
- Alternatives, if appropriate to clinical circumstances, including benefits and risks.
Furthermore, the prescriber must document in the medical chart the discussion of risks, benefits, and alternatives with the recipient.
Patients have the right to refuse transfusion or treatments involving the use of blood components and PPPs. Such a decision should follow an informed discussion of the risks of refusal and the benefits of transfusion. Refusal should be clearly documented on the patient's medical record in accordance with the facility specific policies.
Jehovah's Witnesses forbid blood transfusion based on their interpretation of Biblical scripture.7 The use of recombinant human erythropoietin (r-HuEPO) and some plasma fractions (e.g. albumin, clotting factors and immune globulins) may be acceptable for some people. Each member of the faith is permitted to decide individually what is personally acceptable and the refusal documentation should clearly reflect the decision of the recipient. Additional information is available from the Jehovah’s Witness Hospital Information Services (Canada) 24-hour emergency line at 1-800-265-0327 or online at JW.org.7
Patient blood management
Patient blood management (PBM) is an evidence-based interdisciplinary approach intended to avoid or reduce blood product transfusion. PBM should be considered as a standard of practice. The goal of a PBM program is to improve patient outcomes by avoiding unnecessary exposure to a blood component or PPP. This is done preoperatively by optimizing hemoglobin levels using iron and erythropoietin, as well as assessing the potential for correction of coagulation abnormalities.8 For non-surgical patients, alternatives to avoid or limit transfusion should also be considered whenever possible.
History of red blood cell antibodies
Patients can develop one or more antibodies to red blood cell antigens following a transfusion or pregnancy. The presence of antibodies can contribute to a complicated and time-consuming process to identify compatible red blood cells. If red blood cells are required urgently, the transfusion service should be notified immediately. In emergency situations, incompatible units and/or units untested for the respective antigens could be issued based on the health-care facility policies and procedures. Often emergency release occurs in consultation with a transfusion medicine physician and/or is based on facility protocol.
A physician or an authorized health professional can prescribe a transfusion as defined in their health-care facility policy (see Section 11.4.3 of CSA-Z9021). The clinical indication should be documented in the recipient’s chart.
The prescriber orders should include2:
Pre-medication may be considered if the patient has a documented history of previous moderate or severe transfusion reactions. Pre-medications are typically administered approximately 30 minutes prior to initiating the transfusion and often include diphenhydramine and/or acetaminophen.
Transportation and storage
It is important to refer to the health-care facility’s operating procedures related to transportation and storage in a monitored and validated blood product transport system or refrigerator (see Section 126.96.36.199 of CSA-Z9021).
Blood components and PPP that are no longer required should be returned immediately to the transfusion service for inventory management. Blood components that have been outside of a designated temperature-controlled environment for more than 60 minutes cannot be placed back into inventory and will be discarded (see Section 10.10.5 of CSA-Z9021). Blood components and PPP must be stored in a monitored blood storage refrigerator or a storage system that has been validated and approved by the transfusion service.
Blood components and products may be administered through a variety of central venous access devices (CVAD) or peripheral catheters. Considerations when choosing an IV site, either peripheral or central, include:
Administration sets and infusion devices
Various blood administration sets are available on the market for gravity flow or for use with infusion devices. It is important to be familiar with the specific properties and instructions for use of the particular sets at the institution concerned. Blood administration sets must be sterile and pyrogen-free with a filter and drip chamber. Filters should be completely wet and the drip chamber one-third to half-full prior to initiating the transfusion. Many blood administration sets have two ports, one for the blood component and one for the saline priming solution.
The administration of blood components requires the use of a standard blood filter, which may range in pore size from 170 to 260 microns. These filters are intended to remove clots, cellular debris and coagulated protein. In consultation with transfusion medicine services, facilities should have policies defining types of administration sets, and frequency of filter or administration set changes. When there is a delay of an hour or more between transfused units, it is prudent to replace the administration set. A standard vented IV administration set should be used for administration of albumin and intravenous immune globulin (IVIg) products. For other blood products, refer to the product monograph or the issuing facility’s transfusion service to determine what (if any) filtration is required.
Pressure infusion devices may be used to increase the rate of administration in gravity flow infusions. The pressure applied to the blood component should not exceed 300 mmHg as this may result in hemolysis or bag breakage. Infusion devices have been known to cause mechanical hemolysis11; therefore, prior to implementing the use of an infusion device, confirmation of its safe use for transfusion should be obtained from the manufacturer. See Chapter 10 of this Guide for more information about the causes of mechanical hemolysis.
An approved process for ongoing inspection and validation should be established by the health-care facility. All equipment used in the transfusion process must be cleaned regularly, maintained in accordance with the manufacturer’s instructions to ensure its continued safety, and, if applicable, confirmed by Health Canada and the manufacturer to be safe for transfusion use. See Section 23 of CSA-Z902 for more information.1
All cellular blood products issued to hospitals in Canada have undergone a leukocyte reduction by filtration process (see the Canadian Blood Services Circular of Information12 and Chapter 2 of this Guide for more information). This eliminates the need for the use of a leukocyte reduction filter during transfusion (bedside or post-storage leukoreduction).13
Routine warming of blood may be indicated in the operating room or trauma setting14. In patients with cold agglutinin disease, warming the blood during infusion may prevent agglutination or hemolysis due to cold-reactive antibodies in the recipient. The blood warmer should be set at 37°C and must trigger an audible or visible alarm if the temperature exceeds 42°C. When a blood warmer is used, the temperature upon initiation and the unique identifier of the device (serial number) should be documented on the transfusion or recipient record for traceability. An approved process for ongoing inspection and validation should be established by the health-care facility.
Blood group and antibody screen testing and positive patient identification
Patient misidentification and incorrect sample labeling contribute to ABO-incompatible blood administration and to the potential for hemolytic transfusion reactions.15 Misidentification can occur during patient specimen collection and testing, and during blood product request, issue and administration. It is imperative that blood samples be labeled at the time of draw, using two unique identifiers, and that sample identification occurs at the patient bedside using the patient’s armband and unique identifying number. The identification process prior to initiating the transfusion is the final opportunity to prevent a transfusion error of this nature. This process includes checking the patient’s identification band and, whenever possible, the patient or care provider should spell the patient name and state the date of birth.
Strategies for prevention of ABO-incompatible transfusion errors may include requirements or policies for ABO blood group confirmation of first time transfusion recipients, as well as positive patient identification technology utilized at the bedside to confirm donor unit and patient identifiers (CSA Standard 10.6.3.3 and CAP TRM.30575, Misidentification Risk).
Prior to obtaining a blood component or PPP for transfusion the patient record should be reviewed for consent and for the completed blood component or PPP order. In addition, a patent IV and legible identification band should be on the patient. Pre transfusion vital signs should be documented when clinically feasible. The appropriate facility procedures should be followed to obtain the product from the transfusion service or satellite blood refrigerator.
It is important to follow the facility-specific policies for confirmation of patient identification and product verification in the presence of the recipient (CSTM 188.8.131.52). This includes verifying:
- That the unique product identifiers on the product label match those on the accompanying transfusion service form/tag
- That the unique patient identifiers on the product match those of the intended recipient
- ABO and Rh compatibility of the product and recipient (see Tables 1 and 2)
- That the blood component or PPP has no clots, clumps, or discoloration (see Canadian Blood Services’ Visual Assessment Guide); if present, notify the transfusion service and return the blood component or PPP.
|Blood group of recipient||Antigen(s) present on recipient red blood cells||Antibody present in recipient blood||Compatible red blood cells from groups||Compatible plasma from groups||May receive platelets from groups|
|A||A||Anti-B||A, O||A, AB||A, AB, B, O|
|B||B||Anti-A||B, O||B, AB||B, AB, A, O|
|AB||A, B||None||AB, O, A, B||AB||AB, A, B, O|
|O||None||Anti-A, B||O||A, B, AB, O||O, AB, A, B|
|Rh of recipient||May receive from groups|
|Rh positive||Rh positive or Rh negative|
|Rh negative||Rh negative*|
*It is important to refer to facility policies and procedures for the use of Rh positive red blood cells for emergency-release (i.e. uncrossmatched) situations in Rh negative recipients as Rh positive red blood cells may be transfused for women over 45 years old and for male patients.
Depending on the blood component or PPP to be administered, there will be additional specific items to consider. See Table 3 for a summary of product-specific administration requirements.9
The following are the general steps for preparing for a blood transfusion:
- Provide information to the patient regarding the planned transfusion.
- Complete a patient assessment for potential risks of a transfusion reaction.
- Administer pre-medication(s) if required.
- Obtain baseline vital signs within 30 minutes pre-transfusion.
- Confirm that the blood component or PPP matches the transfusion order.
- Confirm the blood component or PPP expiration date and time.
- Complete the patient/product identification verification process in the presence of the patient using the patient identification band; refer to the health-care facility policies and procedures.
- Blood component: Prime the administration line and filter with the blood component or a compatible solution (e.g. sterile 0.9% sodium chloride (NaCl) solution for IV use). Note: flush NaCl from the line prior to initiating component. PPP: Refer to the facility procedures or manufacturer's product monograph to identify an appropriate administration set and compatible IV fluids. Note: flush IV fluid from the line prior to initiating transfusion of the blood component.
- Initiate the transfusion.
- Observe the patient for at least 5 minutes for signs and symptoms of reaction (hives, itchiness, feeling feverish or chills, difficulty breathing, pain, or any other significant change following the start of transfusion); instruct the patient or care provider to notify the nurse immediately if symptoms are observed.
- Monitor and document vital signs according to facility-specific policies. Reassessment 15 minutes following initiation of transfusion is often recommended.
- Identify and treat any signs or symptoms of a transfusion reaction that may occur. Stop the transfusion and inform the physician.
|Red blood cells||
Symptoms of serious transfusion reactions frequently appear within 15 minutes after blood enters the vein; therefore, observation of the patient during this time period is of the utmost importance. The patient should be monitored regularly during the transfusion and for a period of time following its completion. Assessment frequency and documentation requirements should be performed according to the health-care facility’s standard policy. For example, typically the patient vital signs assessment would occur at 15 and 30 minutes following the start of transfusion and then hourly or more often thereafter, depending on the clinical condition of the patient and the specific transfusion orders.
If a transfusion reaction is suspected, immediately stop the transfusion and maintain vascular access with normal saline. The blood administration IV tubing should be disconnected from the IV cannula/CVAD to prevent further infusion of the blood component or product. Refer to the health-care facility policies and procedures and Chapter 10 of this Guide for additional information.
Continuous infusion of coagulation factors
Coagulation factor replacement by continuous infusion is used in many centres across the country for the management or prevention of serious bleeding in patients with coagulation disorders. As this procedure falls outside recommendations in the product monograph, each institution is required to develop its own policies and procedures to direct and guide this practice. An excellent resource in developing these procedures is the Factor Replacement by Continuous Infusion document prepared by the Winnipeg Bleeding Disorders Program.15
At the end of the transfusion, the following procedures should be followed to ensure full benefit from the administration of:
- Blood components: the blood administration tubing should be cleared with a maximum of 50 ml normal saline.
- PPP: the IV administration set should be cleared with a maximum of 50 ml compatible fluid to displace remaining product (see manufacturer's product monograph).
The completion of the transfusion should not be the end of patient monitoring. Continued monitoring is required to identify delayed adverse reactions that may occur. Generally, changes in the patient status or vital signs occurring within six hours of the transfusion should prompt consideration of the transfusion as a potential cause of the symptoms or signs and should be reported to the transfusion service.
Appropriate discharge instructions concerning possible adverse events shall be provided to the recipient or to a responsible caregiver if direct medical observation or monitoring of the recipient will not be available after transfusion (see Section 11.4.16 of CSA-Z902 and Chapter 10 of this Guide). In addition, inpatients receiving blood components or products shall receive written notification of the transfusion as per institutional mechanisms (see Section 11.2.2 of CSA-Z902).
Continuing Professional Development Credits
Fellows and health-care professionals who participate in the Canadian Royal College's Maintenance of Certification (MOC) Program can claim the reading of the Clinical Guide to Transfusion as a continuing professional development (CPD) activity under Section 2: Self-learning credit. The reading of one chapter is equivalent to two credits.
The authors acknowledge Marina Hamilton, RN, MScN, and Judith Cleary, BScN, as authors of a previous version of this chapter and Shelley Feenstra, RN, Debra Lane, MD, FRCPC and Chantale Pambrun, MD, FRCPC, for their review of the current version.
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1. CSA Group. Can/Csa-Z902-15 - Blood and Blood Components. Published in Canada by CSA, 2015.
2. CSTM Standards Committee. Cstm Standards for Hospital Transfusion Services. Published in Ottawa, Canada by Canadian Society for Transfusion Medicine, 2017.
3. Health Canada. Guidance Document: Blood Regulations. http://www.hc-sc.gc.ca/dhp-mps/brgtherap/applic-demande/guides/blood-reg-sang/blood-guid-sang-ligne-eng.php.
4. The Standards Program Committee and the Blood Banks and Transfusion Services Standards Program Unit. Standards for Blood Banks and Transfusion Services. Published by AABB, 2016.
5. College of American Pathologists. Transfusion Medicine Cap Accreditation Checklist. Published by College of American Pathologists, 2016.
6. Commission of Inquiry on the Blood System in Canada, Final Report. Canada, Commission of Inquiry on the Blood System in Canada, 1997. http://publications.gc.ca/pub?id=9.698032&sl=0.
7. Offical Website of Jehovah's Witnesses. Bioethics and Law. https://www.jw.org/en/medical-library/blood-transfusion-bioethics-medical-law.
8. AABB and the Society for the Advancement of Blood Management. Perioperative Blood Management: A Physician’s Handbook, 3rd Edition. Edited by Shander A, Waters JH, King KE. Published by AABB/SABM, 2013.
9. Callum JL et al. Bloody Easy 4: Blood Transfusions, Blood Alternatives and Transfusion Reactions. Published in Ontario, Canada by Ontario Regional Blood Coordinating Network, 2016. http://transfusionontario.org/en/download/bloody-easy-4-blood-transfusions-blood-alternatives-and-transfusion-reactions-a-guide-to-transfusion-medicine-fourth-edition.
10. Infusion Therapy Standards of Practice. Published by Infusion Nurses Society, 2016.
11. Canadian Blood Services. Canadian Blood Services Circular of Information. Published in Ottawa, Canada by Canadian Blood Services, 2015. https://www.blood.ca/en/hospitals/circular-information.
12. Héma-Québec. Circular of Information. 2015. https://www.hema-quebec.qc.ca/userfiles/file/media/anglais/publications/SPE-00176%5B3%5D_C16075_LIVRET_HEMA_ANG_web.pdf.
13. AABB. Practical Guide to Transfusion Medicine, 2nd Edition. Published by AABB Press, 2007.
14. Bolton-Maggs PH, Wood EM, Wiersum-Osselton JC. Wrong Blood in Tube - Potential for Serious Outcomes: Can It Be Prevented? Br J Haematol 2015; 168: 3-13. https://www.ncbi.nlm.nih.gov/pubmed/25284036.
15. Schwetz DMWaN. Factor Replacement by Continuous Infusion, Second Edition. Winnipeg Bleeding Disorders Program, 2002. http://www.wrha.mb.ca/prog/pharmacy/files/CIFR_Guide_English.pdf.