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Chapter 8: Compatibility Testing. Compatibility Testing A.K.A. crossmatch Defined as all the steps necessary in I.D. and testing of or for potential transfusion in an attempt to provide blood product that survives in vivo and provides a therapeutic effect. Includes: Recipient Identification

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  • Compatibility Testing

  • A.K.A. crossmatch

  • Defined as all the steps necessary in I.D. and testing of or for potential transfusion in an attempt to provide blood product that survives in vivo and provides a therapeutic effect.

  • Includes:

  • Recipient Identification

  • Sample collection and handling

  • Pretransfusion test


  • Steps involved:

  • Accurate patient identification

  • Proper collection and handling

  • Review of Patient history

  • ABO/Rh donor unit

  • ABO/Rh and Antibody screen of recipient.

  • X-match of recipient and donor unit

  • If identified clinically significant antibody, screen unit for antigen for transfusion.


  • Two types of crossmatches:

  • Major: Patient’s serum crossed with donor RBC.

  • Minor: Patients RBC crossed with donor serum.

    Major is the one we perform in transfusion medicine.

    Incompatible crossmatch indicated by hemolysis or agglutination at any phase of testing.


  • Transfuse blood product: RBC vs. whole blood.

  • Historical Overview:

  • 1st venous transfusion- William Harvey 1628-result in patient death due to the lack of understanding of the ABO compatibility.

  • 1920 and 30’s discussion of performing major and minor X-match.

  • AABB deemed the minor x-match unnessary-1976.

  • Wiener – suggested tube method over slide- 1940, along with the discovery of Rh factor and the need for 37ºC, enhancement media and AHG during x-match testing.

  • 1980 movement toward the abbreviated or IS crossmatch.

  • 1990 computer and advanced technology (gel and microplate)


  • Purpose of X-match:

  • Prevent transfusion reaction.

  • Maximize in vivo survival of blood product.

  • Check records and previous testing.

  • Check recipient history or development of antibodies.

  • Design to detect and eliminate donor units that are unlikely to survive once transfused.

  • Increase blood volume- 1 unit of RBC increase Hemoglobin 1g/dl and Hematocrit 3%.


  • Limitations: Compatibility in vitro

  • does not guarantee a successful transfusion.

  • does not guarantee a optimal survival of blood product.

  • Delayed reactions may occur.

  • Reaction may be febrile to severe.


  • Recipient Blood sample:

  • Properly labeled *accuracy is essential*

  • Specimen (serum or plasma)

  • Samples

  • Must be collected within 3 days of transfusion (limitation previous transfusion, multiple transfusions or pregnancy).

  • Sample must not contain any hemolysis.


  • AABB standards: (minimum labeling requirements)

  • Positively I.D patient.

  • Patient states name.

  • Tubes labeled at the patient side:

  • Name as it printed on the request, armband and label, unique I.D. #, date and time of collection, phlebotomist initials.

  • Information must match.



  • Standards and Regulations: demographics.

  • AABB and FDA are the 2 principle organizations that apply standard to blood baking and transfusion medicine.

  • AABB: require that all crossmatch procedures:

  • always be performed using the recipient serum and donor cells from a segment attached to the original unit.

  • Technique used to demonstrate ABO/Rh incompatibility and clinically significant antibodies.


  • Crossmatch procedure: demographics.

  • 3 phases that may be utilized.

  • Immediate Spin (not useful in detecting all your antibodies, only utilized in emergency situations)

  • Anti-human globulin ( used in most facilities today)

  • Electronic (computer matches up data)

    Most facilities use AHG in combination with electronic information.


  • Tagging, Inspecting and Issuing the blood: demographics.

  • Once compatibility establish – we have to tag or reserve the unit for the recipient.

  • Tag:

  • Clearly state name and I.D.#

  • Name of the product

  • Donor #

  • Expiration date

  • Interpretation of the crossmatch.

    Box 8-3, 8-4


  • Reissuing unit of unused blood products: demographics.

  • Only if temperature is monitored (1-10ºC)

  • Unit not entered or compromised

  • Returned within 30 minutes of original issue time.

    Very important to follow protocol of facility and the AABB standards for blood product usage.


  • Problem solving (Table 8-1) demographics.

  • ABO errors

  • Unexpected antibody

    Primary cause of incompatibility.

    Special topics:

  • Emergency Release situation

  • O negative or AB plasma

  • Need pretransfusion sample

  • After issue of blood complete the crossmatch work-up.

    Box 8-5 Emergency release requirements


  • Massive transfusion: demographics.

  • Total volume exchange of blood through transfusion within 24 hours.

  • Transfusion exceeds total blood volume (10-12 units)

  • New sample needed for further crossmatch procedures.

  • For both emergency situations and massive transfusion want most compatible, least incompatible blood group. Prefer type specific, if not known or available at least Rh negative. (Type O =)


  • Type and Screen protocols: demographics.

  • May be performed on patient undergoing non invasive procedures.

  • If clinically significant antibody present must transfuse antigen negative product.

  • Type and screen is on record so if problem occurs, we know the blood type of the patient and if there is an antibody present we should have it identified.


  • Crossmatch of Autologous Units: involves same steps of a routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

  • Compatibility testing for infants:

  • Less than 4 months old- no antibody production, antibodies are from the maternal origin.


  • ABO/RH test- we omit serum test- no antibodies routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

  • If we perform antibody screen- use maternal blood along with infant to verify presents of suspected antibody. If clinically significant antibody identified, must give antigen negative product.

  • Pediatric units available commercially- very expensive.

  • Split units for pediatric use.


  • Pre-transfusion on non-RBC products: routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

  • Other products include Frozen plasma, platelets concentrates, and cryoprecipitate. (contain little or no RBC)- don’t usually require crossmatch procedure.

  • Platelet pheresis and granulocyte concentrates may contain RBC- need crossmatched.


Chapter 9 donor selection and phelbotomy
Chapter 9: Donor selection and Phelbotomy routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.


  • Donor screening- 3 Phases routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

  • Registration

  • Health History interview

  • Physical exam

    Registration: Documentation of individual on permanent records- retained indefinitely.

  • Keep up eligibility status, past donations and donor history on database except for 1st time donor.

    Bullets on pg. 206


  • Pre-interview educational material: routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

    Prior to any donation must give educational material which includes information on :

  • Risk of diseases transmission.

  • Signs

  • Symptoms

  • High-risk behavior associated with HIV/AIDS


  • Health History: routine crossmatch with the exception of using the patients own donor unit instead of a unit from the general stock.

  • Protects both the donor and recipient

  • Determine donor suitable

  • FDA and AABB set criteria for health

  • 2 types of questions

  • Questions to protect the donor

  • Questions to protect the recipient.



  • Physical exam: previous surgeries, bleeding and pregnancy

  • Donor should appear in general good health

  • H/H requirements 12.5 g/dl and 38 %

    Determined by capillary tube or CuSO4

  • Temperature: 37.5 °C or 99.5 °F

  • Blood pressure <180/100

  • Pulse: 50-100

  • Weight 110lb or 50kg- can donate up to 525ml




  • Special Blood collection: venipuncture.

  • Autologous- used for planned surgeries, donor donates own blood for use. (advantages vs. disadvantages ,box 9-3)

  • Special operative collection:

  • Preoperative

  • Intraoperative Hemodilution

  • Intraoperative

  • Postoperative


  • Directed Donor: venipuncture.

    Donor requirements and testing must be met as usual.

    Hemapharesis: (Blood , to move)

    Whole blood is collected or removed from a donor, separated by mechanical device and the rest is returned to the donor.

  • Leukapheresis

  • Plateletpheresis

  • Plasmapheresis


  • Therapeutic Phlebotomy: venipuncture.

    Intentional removal of blood for therapeutic purpose, used to treat certain disease processes.



  • Infectious disease testing involves various method: venipuncture.

  • Indirect EIA

  • Sandwich EIA

  • Competitive EIA

    Utilize internal and external controls to verify reactivity or lack of.

    Need to know the test that are performed on donor units. (table 10-2)

    Western Blot test

    Look back method




  • Collection process is determined by the product that is being collected for.

  • Different anticoagulants that are used for different products.

  • If less than 350ml collected in a unit, must reduce the anticoagulant.

  • Anticoagulants used:

  • Dextrose

  • Adenine

  • Citrate

  • Sodium biphosphate


  • Preservatives added to increase shelf life: being collected for.

  • Citrate Phosphate dextrose-CPD.

  • Citrate phosphate-2 dextrose- CP2D

  • Citrate phosphate dextrose adenine-1 CPDA-1

    CPD and CP2D: storage 21 days @ 1-6°C

    CPDA-1: storage 35 days @ 1-6°C


  • Additives: added to enhance survival and function of RBC. being collected for.

  • Additive solution: AS-1, AS-3 and AS-5

  • AS-1 and AS-5 contain mannitol, stabilizing agent.

  • AS-3 : citrate and phosphate added within 72 hours- extends storage to 42 days.

  • Rejuvenation solution- restores 2,3 DPG in RBC


  • Blood component Preparation: being collected for.

  • Unit is centrifuged (time and speed is determined by product collected)

  • Light spin vs. Heavy Spin

  • Plasma- frozen for Fresh Frozen plasma (FFP), Stored within 8 hrs. and @ -18°C for 1 year or @ -65°C for 7 yrs.


  • Whole Blood: unmodified contains RBC, WBC, Platelets, Plasma and anticoagulant.

  • Problem with volume, must be ABO identical, has limited use.

  • Packed Red Blood Cells (PRBC)

  • Replaced Whole blood

  • Rich in HGB

  • Used most often today to replace circulating RBC volume.

  • 1 unit increase HGB 1g/dl and HCT 3 %.


  • Leukocyte Reduced Red Blood Cells (LRBC). and anticoagulant.

  • RBC washed or filtered to remove WBC.

  • Filter: 170 micron or Leuko-reducing filter

  • Reduces the transfer of WBC along with CMV infection that may be present on the WBC.


  • Frozen RBC: and anticoagulant.

  • Freezing extends storage-10 years

  • Use glycerol to protect the cells

  • Not a common practice

  • Deglycerolized RBC:

  • The removal of glycerol from frozen RBC

  • Wash the unit with 12% , 1.6% and 0.9 % saline.

  • Unit becomes an Open system and must be transfused within 24 hours.


  • Washed RBC and anticoagulant.

  • Process of washing the unit with normal saline

  • Used on intrauterine or infant transfusions

  • Prevents exposure

  • Irradiated RBC

  • Used to prevent GVHD

  • Rid the unit of most on the HLA cells

  • Expiration of unit is changed to 28 days on irradiated RBC.


  • Platelets: and anticoagulant.

  • Used for essential hemostasis

  • Not utilized in disease effected platelets.

  • Do not require cross-match, but should be type specific.

  • Platelet concentrate

  • Pooled platelets

  • Platelet Pheresis


  • Fresh Frozen Plasma use: and anticoagulant.

  • Contains coagulation factors

  • Indicated for:

  • Bleeding patients who required Factors II, V, VII, X, XI

  • Patients on anticoagulants need surgery or are bleeding.

  • Treat TTP or HUS

  • Bleeding related to liver disease

  • Deficiency of a Factor

  • DIC


  • Thawing FFP and anticoagulant.

  • Performed in water bath @ 37°C for 30-45 minutes in protective wrap.

  • Store @ 1-6°C and transfuse within 24 hrs.

  • Cross match not necessary

  • Solvent detergent treated plasma


  • Cryoprecipitate Antihemophilic Factor: and anticoagulant.

  • Product of FFP

  • Contains most of the Coag Factors needed by hemophiliac patients.

  • VWF, Fibrinogen, Factor VIII, Fibronectin

  • CRYO is used primarily as supplement for patients def. in Factor VIII and Fibrinogen

  • Pooled Cryoprecipitant


  • Granulocytic Pheresis: and anticoagulant.

  • Collection of granulocytes

  • Used to increase WBC neutrophils

  • Crossmatch needed to prevent GVHD

    Labeling of all products use uniform guideline implemented by FDA. Any additional process to the unit must be identified. Storage is essential. Transport of products is checked and monitored.


Administration of Blood products: and anticoagulant.

  • Requirements for safe transfuse include:

  • Positive ID (Check #’s and name)

  • Observe patient for 1st 15 minutes and every 30 minutes thereafter.

  • Use 0.9% saline with transfusion

  • Use 170 filter and or Leukoreduce filter

  • Time limit, infuse within 4 hrs, if > 4 hrs split unit

  • Documentation of every step.



  • Goal is to supply: and anticoagulant.

  • transfusion support for patients with hematological problems.

  • Blood for rapid blood loss

  • DIC

  • To treat acute blood loss

    Table 14-2

  • Massive transfusion (10-12 unit given in 24 hours)

  • Complications (table 14-1)


  • Hemostatic Disorders: and anticoagulant.

  • Decrease or lack of coagulation

  • Most common deficiency in Factor VIII and X

  • Goal is to products to replace factors

  • FFP and CRYO- Type specific is preferred


  • Cardiac surgery- certain precautions-bleeding tendency and anticoagulant.

  • Neonatal and pediatric transfusion:

  • May have to split units

  • HGB change

  • Erythropoietin response

  • Metabolic concerns

  • Type and screen, if antibodies exist in baby or mother- give antigen negative units.

  • CMV neg units


  • Organ Transplant: and anticoagulant.

  • Massive blood loss and/or hemostasis problems

  • Graft survival is enhanced with HLA match

  • ABO compatibility most important in liver, heat and kidney.

  • Not as significant in Tissue, but suggested.


  • Therapeutic Hemapharesis: and anticoagulant.

    Removal of abnormal cells, plasma or plasma constituents for clinical benefits.

    Examples:

  • Multiple Myeloma

  • Hyperleukosytosis

  • Thrombocythemia

  • TTP/HUS

  • Sickle cell Disease



  • Chronic Renal Failure: replacement as a result of the disease or treatment.

  • Complication in hematological production and destruction.

  • Require RBC support

  • Disease alters RBC shape and prematurely removes good cells (dialysis)

  • Need to replenish RBC volume


  • HUS/TTP: disorder that damage the vessels endothelial which activates and consumes platelets and coagulation factor leading to production of thrombi that lodge in the kidneys.

  • Treat with therapeutic apharesis.

  • Can lead to multiple organ failure.

  • Anemia's: decrease HGB and HCT

  • Treat with the transfusion of PRBC to increase HGB and HCT.


  • Chapter 12: Adverse Complications activates and consumes platelets and coagulation factor leading to production of thrombi that lodge in the kidneys.

  • Any unfavorable response by patient to an infused product is a transfusion reaction.

  • Hemolytic vs. Nonhemolytic

  • Acute vs. Delayed

  • Immune mediated vs. non-immune

  • Infectious vs. noninfectious


  • Hemolytic Transfusion Reaction (HTR) activates and consumes platelets and coagulation factor leading to production of thrombi that lodge in the kidneys.

  • Symptoms range from as mild as a fever to severe reaction – death.

  • Acute HTR

  • Delayed HTR

  • HTR caused by the Properties of Antibody (IgG or IgM). Complement, Bradykins, Kinins, norepinephrines released. Activation of coagulation, lead to renal failure.



Circulatory overload: cardiopulmonary system exceeds blood volume capacity.

Clinical signs and symptoms:

  • Dyspnea

  • Severe headache

  • Peripheral edema

  • CHF

    To prevent we transfuse PRBC instead of whole blood over a long period 4-6 hrs.



  • Evaluation of Transfusion Reaction: excess iron in macrophages in various tissues.

  • Facilities have written procedures to follow

  • All records are verified and checked

  • Vital signs recorded (pretransfusion, during and post transfusion)

  • Monitor patient 1st 15 minutes then every 30 minutes thereafter.

  • If transfusion reaction suspected- stop transfusion, notify Dr. and Blood bank, maintain all equipment, if Dr. thinks transfusion reaction, reaction must be worked-up.


  • Role of Clinical Laboratory: excess iron in macrophages in various tissues.

  • Check for errors

  • Visual check of unit and tubing

  • Visual check of post transfusion sample,

  • Check bilirubin, hgb, hct, haptoglobulin, urine.

  • DAT performed

  • Repeat ABO/Rh, Screen and Antibody ID on pre, post sample and unit.


Chapter 13 hemolytic disease of the newborn
Chapter 13: Hemolytic Disease of the newborn excess iron in macrophages in various tissues.


  • Hemolytic Disease of the Newborn: excess iron in macrophages in various tissues.

  • Caused by IgG antibodies cross placenta and attack the fetus.

  • BB role to identify the problem and treat.

  • Can be result of ABO or Rh incompatible mother and fetus.

    3 factors that must be present for HDN to develop:

  • Mother must lack the antigen.

  • Fetus must posses the antigen.

  • Antigen must be well developed at birth.


  • Anti-D HDN is the most severe excess iron in macrophages in various tissues.

  • Need RHIG during or soon after 1st pregnancy.

    ABO HDN:

  • More common

  • Less severe

  • Infant has milder complications

  • Important to perform prenatal testing.

  • Postpartum testing: Cord Blood to verify infants blood type- performed on all infants born to Rh neg mothers.


  • Suspect HDN: excess iron in macrophages in various tissues.

  • ABO typing-only a forward grouping

  • Rh test to verify Rh grouping

  • DAT performed- rule out weak reactions.

    Treatment for HDN:

  • Uterotreatment- intraperitoneal transfusion.

  • Exchange transfusion


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