Patients with disorders of the blood and blood-forming organs have special needs, partly because a disturbance in blood production or bone marrow functioning can affect every organ system. These disorders can produce symptoms that become life threatening. Many patients' lives become uncertain in a number of ways, as bleeding is often a constant threat; discomfort can evolve into severe pain; recurrent infections that are resistant to treatment can be life threatening; and weakness can become incapacitating fatigue. There may be little energy to devote to family, friends, job, school, or recreation. Therefore, both physiological and psychosocial support are essential nursing measures. Nurses caring for these patients should first assess them thoroughly. Planning and implementing care for such patients must be broad in scope, considering all potential problems and plans of action.
- INTRODUCTION
- NURSING ASSESSMENT: ESTABLISHING THE DATA BASE
- NURSING EVALUATIONS, DIAGNOSES, AND INTERVENTIONS
- BLOOD AND BLOOD COMPONENT ADMINISTRATION
- CONGENITAL HEMATOLOGIC DISORDERS
- DISORDERS OF MULTI-FACTORIAL ORIGIN
- IMMUNOLOGIC DISORDERS
- NEOPLASTIC DISORDERS
- CASE STUDIES
- CONCLUSION
- Works Cited
- Evidence-Based Practice Recommendations Citations
This course is designed for nurses working in critical care and general and specialty medical-surgical units in which patients with multiple organ system problems are found.
As health care becomes more complex, it is essential that the theoretical concepts of the basis of illness (pathophysiology) be well understood. The purpose of this course is to reinforce the scientific rationales for the interventions nurses perform and the decisions nurses make as patients move through the ever-changing management of their hematologic disorder.
Upon completion of this course, you should be able to:
- Outline key components of the nursing assessment of patients with suspected hematologic disorders.
- Describe all appropriate areas to include when collecting a patient history when assessing for hematologic conditions.
- Discuss factors to include in the physical assessment of patients with known or suspected hematologic conditions.
- Compare and contrast blood tests used in the diagnostic work-up of hematologic disorders.
- Evaluate the role of assessing bleeding time, prothrombin time, and other clotting studies.
- Identify other diagnostic studies useful in the assessment of patients with suspected hematologic dysfunction.
- Assess the various nursing evaluations, diagnoses, and interventions that may be appropriate for patients with hematologic conditions.
- Discuss the role of blood typing and crossmatching in the safe administration of blood and blood products.
- Outline the different types of transfusions.
- Provide a plan for the administration of blood and blood products in accordance with the standardized protocol.
- Identify possible transfusion reactions and approaches to management.
- Describe the clinical presentation, assessment, and management of sickle cell disease.
- Discuss the clinical manifestations and treatment of other congenital hematologic disorders.
- Evaluate the approaches to the management of anemia of various underlying causes.
- Outline neoplastic disorders that may impact the hematologic system, including leukemias, lymphomas, and multiple myeloma.
Mary Franks, MSN, APRN, FNP-C, is a board-certified Family Nurse Practitioner and NetCE Nurse Planner. She works as a Nurse Division Planner for NetCE and a per diem nurse practitioner in urgent care in Central Illinois. Mary graduated with her Associate’s degree in nursing from Carl Sandburg College, her BSN from OSF Saint Francis Medical Center College of Nursing in 2013, and her MSN with a focus on nursing education from Chamberlain University in 2017. She received a second master's degree in nursing as a Family Nurse Practitioner from Chamberlain University in 2019. She is an adjunct faculty member for a local university in Central Illinois in the MSN FNP program. Her previous nursing experience includes emergency/trauma nursing, critical care nursing, surgery, pediatrics, and urgent care. As a nurse practitioner, she has practiced as a primary care provider for long-term care facilities and school-based health services. She enjoys caring for minor illnesses and injuries, prevention of disease processes, health, and wellness. In her spare time, she stays busy with her two children and husband, coaching baseball, staying active with her own personal fitness journey, and cooking. She is a member of the American Association of Nurse Practitioners and the Illinois Society of Advanced Practice Nursing, for which she is a member of the bylaws committee.
Contributing faculty, Mary Franks, MSN, APRN, FNP-C, has disclosed no relevant financial relationship with any product manufacturer or service provider mentioned.
Margo A. Halm, RN, PhD, NEA-BC, FAAN
The division planner has disclosed no relevant financial relationship with any product manufacturer or service provider mentioned.
Sarah Campbell
The Director of Development and Academic Affairs has disclosed no relevant financial relationship with any product manufacturer or service provider mentioned.
The purpose of NetCE is to provide challenging curricula to assist healthcare professionals to raise their levels of expertise while fulfilling their continuing education requirements, thereby improving the quality of healthcare.
Our contributing faculty members have taken care to ensure that the information and recommendations are accurate and compatible with the standards generally accepted at the time of publication. The publisher disclaims any liability, loss or damage incurred as a consequence, directly or indirectly, of the use and application of any of the contents. Participants are cautioned about the potential risk of using limited knowledge when integrating new techniques into practice.
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The role of implicit biases on healthcare outcomes has become a concern, as there is some evidence that implicit biases contribute to health disparities, professionals' attitudes toward and interactions with patients, quality of care, diagnoses, and treatment decisions. This may produce differences in help-seeking, diagnoses, and ultimately treatments and interventions. Implicit biases may also unwittingly produce professional behaviors, attitudes, and interactions that reduce patients' trust and comfort with their provider, leading to earlier termination of visits and/or reduced adherence and follow-up. Disadvantaged groups are marginalized in the healthcare system and vulnerable on multiple levels; health professionals' implicit biases can further exacerbate these existing disadvantages.
Interventions or strategies designed to reduce implicit bias may be categorized as change-based or control-based. Change-based interventions focus on reducing or changing cognitive associations underlying implicit biases. These interventions might include challenging stereotypes. Conversely, control-based interventions involve reducing the effects of the implicit bias on the individual's behaviors. These strategies include increasing awareness of biased thoughts and responses. The two types of interventions are not mutually exclusive and may be used synergistically.
#38990: Pathophysiology: The Hematologic System
Patients with disorders of the blood and blood-forming organs have special needs, partly because a disturbance in blood production or bone marrow functioning can affect every organ system. These disorders can produce symptoms that become life threatening. Many patients' lives become uncertain in a number of ways—bleeding is often a constant threat; discomfort can evolve into severe pain; recurrent infections that are resistant to treatment can be life threatening; and weakness can become incapacitating fatigue. There may be little energy to devote to family, friends, job, school, or recreation. Therefore, both physiological and psychosocial support are essential nursing measures. Nurses caring for these patients should first assess them thoroughly. Planning and implementing care for such patients must be broad in scope, considering all potential problems and plans of action.
Dysfunction of the blood or blood-forming organs can affect every organ system. For this reason, presenting symptoms can be varied and widespread.
Initially, patients may report nonspecific symptoms such as weakness, fatigue, or malaise. Encourage patients to describe these and other symptoms in their own words and to explain how the symptoms affect their daily activities.
Ask patients if they have bruised easily lately or had larger bruises than normal; this fact may signal problems with either platelet production or consumption or with a clotting factor. Ask about the nature of the bruises: What causes them? Do they appear without injury? Also obtain information about when the patient first noticed bruising.
Petechiae, red to brownish pinpoint hemorrhages in the skin, may go undetected; patients may or may not spontaneously report them. Without biasing or influencing the patient's response, ascertain whether there are petechiae, which may indicate platelet dysfunction. For example, ask, "Have you noticed any pinhead-sized reddish discolorations of your skin, especially where clothes fit snugly, such as at your belt line?" [1].
Thrombocytopenia is the most frequent cause of bleeding and can accompany the leukemias, the lymphomas, or idiopathic thrombocytopenic purpura. Thrombocytopenia can also be a side effect of the chemotherapeutic treatment of any malignancy. Bleeding commonly occurs in a number of body systems. For example, patients may experience epistaxis and/or bleeding from the gums. Epistaxis may cause significate blood loss. Bleeding from the gums can also interfere with the patient's sense of taste; patients may report that nothing tastes good [1].
Gastrointestinal bleeding, appearing as hematemesis and melena, may occur with thrombocytopenia or gastrointestinal tumors. Frequently, the blood loss in the gastrointestinal tract is occult and can only be detected through chemical testing [1].
Female patients with thrombocytopenia may have menorrhagia, resulting in severe blood loss. When interviewing the female patient about blood loss during menses, be specific and thorough in the questioning. Ask about color and amount of menstrual flow. Amount of menstrual flow can be documented by the number and size of the sanitary pads or tampons the patient uses per day [1].
Ask about bleeding in other organ systems the patient may have observed. Has the patient noticed any hematuria? If so, what is the extent of the bleeding? Is the urine pink-tinged, or is it grossly bloody? Determine also whether the patient has noticed any bleeding into the sclera or any pulmonary bleeding. Coughing that produces bleeding should be investigated immediately [1].
Patients sometimes report a painless mass in the area of the cervical lymphatic chain. Enlargement of the lymph nodes of the neck is most common in Hodgkin disease but may also accompany non-Hodgkin lymphoma or leukemia. Patients may also report swelling in the groin or edema of the lower extremities. This may occur in patients with symptoms (Hodgkin and non-Hodgkin) who have inguinal lymph node involvement that impedes the normal flow of lymphatic fluid [1,2].
Patients with hematopoietic dysfunction ae also subject to pain. Although severe eye pain and impairment of visual acuity may occur in sickle cell disease, patients are more likely to experience pain in the joints, bones, or abdomen [2].
Hemarthroses (bleeding into the joints) may accompany bleeding disorders such as hemophilia and result in joint pain. Other hematologic dysfunctions (e.g., leukemias, lymphomas, multiple myeloma, sickle cell disease) may be accompanied by bone pain. High uric acid levels sometimes found in the hematologic malignancies may initiate a painful, gouty arthritis [3].
Abdominal tenderness may be due to splenomegaly, though splenomegaly is not always accompanied by abdominal tenderness. Abdominal pain may have many causes. It may be due to intestinal obstruction caused by invasion of lymphoma into the gastrointestinal tract. Abdominal pain may be experienced during crisis by the patient having sickle cell disease. Patients taking the Vinca alkaloids vincristine and vinblastine are prone to paralytic ileus, which can be painful [4].
Determine whether the patient has a sore tongue. Severe iron-deficiency anemia, pernicious anemia, and vitamin deficiencies commonly cause this symptom [3].
Frequently, patients having disorders of the blood and blood-forming organs have abnormalities in skin texture, appearance, or color. As the largest organ of the body, the skin provides valuable information about a patient's bone marrow functioning.
Patients should be asked about changes in skin color. Have they or members of their family noticed pallor or flushing? Pallor, especially if it occurs over weeks or months, may not be noticed by either patients or their family. Jaunice is a color change patients usually easily recognize as abnormal. Jaundice may represent a hemolytic process involving erythrocytes, with or without accompanying hepatic dysfunction. Determine when the change in color was first noticed. Approximations may have to suffice. "Did you notice you were first becoming jaundiced around December or November?" Correlate changes in skin color with the onset of fatigue or decreased activity tolerance. Ask patients whether they noticed a change in skin color at about the same time their tolerance to activity changed [5,6].
Pruritus may or may not be present, depending on the disorder; it frequently accompanies Hodgkin and non-Hodgkin lymphoma, although the exact cause of the pruritus is unknown. Patients tend to regard pruritus as a nuisance and not to associate it with the blood disorder. Questions about pruritus should focus on the approximate time the patient first noticed pruritus, what aggravates it, and what home remedies seem to relieve the itching. Ask also about the condition of the skin of the lower extremities. The lower extremities seem to be especially vulnerable to blood abnormalities. Adult patients with sickle cell disease frequently have leg ulcers [5,6].
Headache is a common complaint of patients with hematologic disease; its causes are varied. Headache may accompany anemia or polycythemia vera. It may be present with central nervous system (CNS) involvement in leukemia or lymphoma, as a result of CNS infection, or with CNS hemorrhage secondary to thrombocytopenia [7,8].
Alterations in vision may accompany the blood disorders and be related to neurological changes. The patient can experience diplopia or blurred vision with CNS involvement of leukemia or from retinal hemorrhage. Numbness and tingling of the extremities may be present in pernicious anemia. With modern therapeutic measures, however, neurologic complications of pernicious anemia are rare [7,8].
Loss of deep tendon reflexes frequently accompanies the use of vincristine and vinblastine. Loss of the reflex in itself causes no problem for the patient. However, gait abnormalities, gross or fine motor discoordination, footdrop, or slurred speech while patients are taking plant alkaloids may indicate neurologic toxicity of the drug. If neurologic toxicity is suspected, use of the drug is discontinued [7,8].
Dizziness or light-headiness may be experienced with any of the anemias. If the blood loss has been gradual, extending over weeks or months, the patient's body may have adapted to the impaired oxygen-carrying capacity of the blood. Gradual blood loss does not cause the fluid volume deficits that occur in sudden major hemorrhaging [7].
Other more severe changes in neurologic status (disorientation and loss of consciousness) may occur with various hematologic disorders. Patients with sickle cell disease may be prone to CNS infarction with a possible consequent change in level of consciousness. Patients who have idiopathic thrombocytopenic purpura or leukemia with profound thrombocytopenia may have an altered consciousness level because of a cerebral hemorrhage [8].
Patients with anemia may complain of tachycardia, palpitations, or chest pain. They may even seek medical treatment because of congestive heart failure. The degree of effect of anemia on the cardiovascular system is related to the amount and the rapidity of blood loss. With chronic anemias, the patient may have no cardiovascular symptoms because of the body's ability to adapt to small blood losses over a long time [9].
Patients with anemia sometimes complain of shortness of breath or dyspnea, usually with exertion. Sometimes, however, patients have difficulty breathing even at rest. The effect of anemia on the respiratory system is similar to its effects of the cardiovascular system: the patient's symptoms depend on the amount and the rapidity of blood loss [9].
Patients with disorders of blood and blood-forming organs frequently have gastrointestinal symptoms. Some symptoms such as anorexia, nausea, and vomiting are relatively nonspecific to the disease process, whereas other symptoms pinpoint the hematologic deficit. For example, patients with chronic iron deficiency may report difficulty swallowing due to atrophy of the oral mucous membranes. The sore tongue of patients with certain anemias or vitamin deficiencies was discussed earlier, as was the anorexia of patients with gingival oozing or epistaxis [10].
Ulcerations of the oral mucosa or the mucosa elsewhere in the gastrointestinal tract can result from the side effects of chemotherapy agents used in the treatment of the leukemias and the lymphomas, placing patients at risk for bleeding, infection, and changes in elimination. Patients who are immunosuppressed are more likely to experience infections of oral mucosa such as candidiasis. Patients taking vinca alkaloids may also be constipated [10].
Because many medications interfere with normal hematologic functioning, the patient history should make note of any prescribed or over-the-counter medications the patient takes. Antineoplastic drugs as well as some antibiotics such as chloramphenicol causes bone marrow suppression. Sedatives, hypnotics, analgesics, laxatives, and aspirin may cause or worsen hematologic abnormalities [11].
The use of aspirin is so common that both the patients and the nurse can overlook or disregard its significance. Aspirin reduces platelet aggregation (the ability of platelets to be called to an injury site), increasing the potential for bleeding, especially in patients with compromised hematologic functioning. Thus, determining the patient's use of aspirin and noting when the patient last used aspirin are especially important. Alcohol consumption must also be assessed. Alcohol abuse damages the liver: Liver damage alters the production of clotting factors [12].
Exposure to chemicals increases the incidence of hematologic disorders. Patients may come into contact with chemicals through their jobs or avocations, by living in a contaminated area, or by using certain cosmetics. At increased risk for developing hematologic disorders are patients who are continuously exposed to asbestos, asphalt, industrial dyes, lead, and dry-cleaning fluid. Dyes used in fabrics and even on the patient's own hair may cause hematologic injury. Patients living close to industrial plants are also at increased risk [12].
Exposure to radiation also increase the incidence of hematologic disorders. Patients who live close to nuclear power plants or work with radioactive materials may be at increased risk, as are patients who have been accidentally exposed to high amounts of radiation or purposely exposed for therapeutic purposes [12].
Elicit the patient's health history. Allergies, pre-existing medical conditions such as liver disease, and knowledge about past immune response should be documented. Note previous diagnoses of blood disorders such as anemia or mononucleosis or gastrointestinal malabsorption problems. Determine how many and what kinds of infections the patient has had. What part of the body had been affected: Do the infections recur? Do they respond to treatment? What symptoms are evident (Is the temperature elevated? Is there a pattern? Does the patient have night sweats?)? Measure the patient's C Reactive Protein (CPR). An elevation indicates a bacterial infection [1].
Ask about the patient's bleeding tendencies after injury, surgery, or dental extraction: Has the patient had any problems with abnormal bleeding or bruising? The patient's history of receiving blood transfusions – the number of transfusions, why they were administered, and whether there were any complications during or following the transfusion — should be documented. Ask about the patient's surgical history. In particular, the fact that a patient has undergone a splenectomy or surgical resection of the duodenum may give valuable information about blood dyscrasias. For example, knowing that a patient has a past history of splenectomy might also reveal the reason for splenectomy (usually trauma or spherocytosis). Removal of the stomach and duodenum interferes with the patient's ability to properly absorb vitamin B and sets the stage for a surgically induced pernicious anemia. Information about the patient's postoperative healing may give clues to the patient's bone marrow integrity and competence of immune response [1].
The dietary history may provide important clues about the causes of some hematologic disorders. Information about intake of iron, vitamin B12, and folic acid may be revealed in the patient's report of the kinds of foods they eat regularly. High alcohol intake may suggest why a patient has a diminished appetite or vitamin deficiencies. A dietary history that reveals low intake of foods high in iron indicates the cause of the patient's anemia; knowing that a patient takes vitamin B suggests the possibility of pernicious anemia. Although dietary history alone cannot diagnose hematologic abnormalities, it can aid in both the diagnosis and management of disorders of the blood and the blood-forming organs [13].
The collection of objective data begins with a complete physical examination, which requires the skills of inspection, palpation and, to a lesser extent, auscultation and percussion. The physical assessment is organized according to areas of the body from the head to the toe.
Inspection and palpation of the skin can give valuable information about the status of the patient's hematologic system. Patients with hepatic or biliary disease with elevated bilirubin levels may have a hemolytic anemia (destruction of erythrocytes), which manifests itself as jaundice. Patients having reduced hemoglobin levels may be cyanotic. Patients with polycythemia vera frequently have ruddy complexions [14,15].
Color of the patient's skin depends not only on the level of the patient's hemoglobin but also on the amount of pigmentation in the skin. If patients have darkly pigmented skin, disorder-induced color changes may be obscured by the patient's natural skin tones or hues. Hence, skin color cannot be used as the sole indicator of overall oxygenation of body tissues. To assess skin color properly in these situations, closely inspect the patient's oral mucosa, conjunctivae, and nail beds. Another good way to assess oxygenation to tissues without interference from skin pigmentation or hemoglobin level is to inspect the color of palmar creases. Have the patient open the hand with fingers fully extended. If oxygenation to the body tissues is adequate, the palmar creases should be pink [14,15].
Patients having problems with platelets and those with clotting-mechanism dysfunction have alterations in skin integrity that can be observed on physical examination. Frequently, the nurse observes purpura (redness), ecchymosis, or petechiae. Ecchymosis (hemorrhagic spots larger than petechiae) may be dark purplish, brown-yellow, or greenish, depending on the age of the lesion, and they may or may not be precipitated by a bump or injury. Lesions can be flat or elevated and may be painful or tender to palpation. Petechiae are more common when patients have disorders of platelet functions, life span, or decreased platelet numbers. Petechiae can occur over any part of the skin but are most common when pressure has been applied to a body part (after application of a tourniquet or blood pressure cuff). Petechiae are usually flat, nontender lesions that do not blanch with pressure. Ecchymoses are also seen [14,15].
Pruritus in cells with Hodgkin disease or non-Hodgkin lymphoma may be so severe that the skin is excoriated from scratching. Leg ulcers in patients with sickle cell disease are most frequent over the medial and lateral malleoli. Ulcerations may be present at the time of the physical examination, or the nurse may observe healed scars over the lower extremities [14,15].
Jaundice of the sclera may accompany jaundice of the skin. Retinal or scleral hemorrhages may be observed with thrombocytopenia. Conjunctival pallor can be seen in many of the anemias [16].
Tissue oxygenation also may be assessed using the gingivae of the mouth as the guide. With optimal tissues oxygenating, the gingivae appear pink, but pallor indicates inadequate oxygenation. The tongue of a patient with pernicious anemia or iron-deficiency anemia may be smooth. Nutritional deficits, in general, may cause the tongue to become red and smooth [16].
Bleeding or oozing from the gums or teeth may occur in any patient having a bleeding disorder whether due to platelet abnormalities or clotting-factor deficiencies. Infections and lesions of the oral mucosa frequently develop in patients with leukopenia. Inspect the patient's mouth daily, noting any of these alterations in skin integrity [16].
The lymph nodes make up part of the lymphoreticular system that is responsible for the body's defense against invading pathogens. Lymph node enlargement is frequent among patients with hematologic and lymphoreticular disorders, particularly malignant ones. In physical assessment, it is important to note whether the lymph nodes are mobile or fixed, tender or painless, or enlarged upon palpation [17].
Sternal tenderness or pain upon palpation may accompany the leukemias and the lymphomas in the presence of a mediastinal mass. Auscultation of heart sounds may reveal tachycardia and cardiac murmurs if the patient is severely anemic. The tachycardia and murmurs usually resolve following the administration of packed red blood cells [17].
Auscultation of the lungs may reveal diminished or absent breath sounds that may be related to a malignant pleural diffusion or tumor obstruction. The presence of adventitious sounds may indicate pulmonary bleeding, pulmonary edema, or pneumonia. Decreased diaphragmatic excursion (movement) may be due to splenomegaly or hepatomegaly [17].
Patients with disorders of the blood and blood-forming organs frequently have hepatomegaly, splenomegaly, or both. The size of these organs can be ascertained using the skills of percussion and palpation of the liver and spleen. With percussion, the liver heights are 4–8 cm in the midsternal line and 6–12 cm in the right midclavicular line. When the liver is enlarged, the span of liver dullness is increased [18].
The spleen can also be identified and splenic size estimated from percussion. The spleen is palpated as a small oval area of dullness over the tenth rib and posterior to the midaxillary line. An enlarged area of dullness may indicate increased splenic size [18].
Liver and spleen size can also be assessed using palpation. An increase in liver size, with or without tenderness, is a significant finding in the blood disorders. The spleen normally is not palpable in adult patients. The finding of splenomegaly or simply palpating the tip of the spleen in the adult patient is significant because splenomegaly is present in many hematologic disorders such as chronic granulocytopenic leukemia [18].
Musculoskeletal system abnormalities are not uncommon in patients with disorders of the blood and blood-forming organs. Visible joint deformities are present in patients with hemophiliac and sickle cell disease. Limitation of the normal range of motion may accompany the joint deformity. The patient may experience either active or passive pain with movement, and tenderness may be triggered by palpation [19].
Patients with vitamin B12 deficiency, such as those with pernicious anemia, can have neurologic dysfunction manifested as cerebral, spinal cord, or peripheral nerve involvement. Leukemic patients with meningeal involvement may have headache, visual impairment, or cranial nerve involvement. Patients who have neutropenia or thrombocytopenia may have neurologic dysfunction due to CNS infection or bleeding [19].
Three kinds of laboratory tests are routinely done to assess the patient's hematologic function. Studies include erythrocyte measurement, leukocyte measurements, and coagulation studies.
The complete blood count (CBC) with white blood cell (WBC) differential is one of the most important tests for evaluating the status of the patient's hematologic system; the CBC with differential provides a measure of the blood's ability to carry and transport oxygen (erythrocyte measurement) and to resist invading infectious organisms (leukocyte measurement). The CBC with differential usually requires approximately 7 mL of venous blood [20].
The CBC erythrocyte measurement consists of a red blood cell count, hemoglobin, hematocrit, various erythrocyte indices (such as mean corpuscular volume, mean corpuscular hemoglobin, and mean corpuscular hemoglobin concentration), and a stained red cell examination (film or peripheral blood smear). The CBC leukocyte measurement includes a WBC count. In addition to the total WBC count, the CBC with differential determines the various types of leukocyte cells (neutrophils, basophils, eosinophils, granulocytes, lymphocytes, and monocytes). Neutrophils serve as the primary defense against infection. These erythrocyte and leukocyte measurements are discussed individually. In some laboratories and institutions, a platelet count is considered part of the CBC [20].
The red blood cell count (RBC), or erythrocyte count, is the measurement of the number of erythrocytes circulating in 1 mcL of whole blood. Factors or disease states that result in an elevation of the erythrocyte count are high altitude, hemoconcentration resulting from shock, trauma, or hemorrhage; anoxia and polycythemia vera. These erythrocyte counts may be decreased in anemia, Hodgkin disease, or leukemia [20].
Hemoglobin (Hb) is the main component of the erythrocyte or RBC. Disease states or pathologic conditions that contribute to an elevation in the hemoglobin level include polycythemia or erythrocytosis, hemoconcentration in shock or immediately after hemorrhage, and high altitude. Hemoglobin levels are decreased in anemia resulting from increased blood distribution or decreased RBC production. It is indicative of iron-deficiency anemia [20].
The hematocrit (Hct) or packed cell volume (PCV) measures the percentage of a given volume of whole blood occupied by erythrocytes. Disorders that result in an elevated hematocrit are polycythemia vera and hemoconcentration for shock, surgery, or hemorrhage. A decrease in hematocrit can be caused by anemia resulting from diminished blood production or increased red blood cell destruction, the leukemias, and the lymphomas. If hematocrit is done separately for the CBC, a sample of blood may be obtained by a finger prick [20].
The erythrocyte indices are three different values that examine the size, weight, and hemoglobin content of the average erythrocyte. These three values—mean corpuscular volume (MCV), mean corpuscular hemoglobin (MCH), and mean corpuscular hemoglobin concentration (MCHC)—reflect red cell morphology. Abnormalities in the erythrocyte indices in conjunction with the stained red cell examination provide a way of classifying anemias and suggesting their possible causes. Values are increased in folate or vitamin B12 deficiency, liver disease, alcoholism, sprue, and antimetabolite therapy. Values are decreased in anemia from chronic blood loss, iron-deficiency anemia, pernicious anemia, and thalassemia. The function of erythrocytes is to carry oxygen [20].
The stained blood smear is examined to determine abnormalities in the size, shape, or structure of erythrocytes as well as the staining properties. This microscopic examination helps in the diagnosis of anemia, leukemia, and thalassemia and in determining harmful effects of chemotherapy and radiation [20].
The total WBC count, or leukocyte count, determines the number of circulating white blood cells in 1 mcL of whole blood. An elevated WBC or (Leukocytosis) can accompany anoxia, anemia, infections, and mononucleosis. Leukemias, polycythemia vera, and transfusion reactions may also occur immediately following trauma or hemorrhage. Leukopenia, or a decreased WBC, may accompany agranulocytosis, anemia, hypersplenism, and leukemia [20].
The differential WBC count determines the distribution of the kinds of WBCs. The differential WBC count is usually reported in percentages, which should add up to 100. The differential WBC count classifies leukocytes as monocytes, lymphocytes, or granulocytes. Granulocytes are further classified as neutrophils, eosinophils, or basophils, Neutrophils are divided into and reported as either banded (a juvenile form) or segmented (the mature neutrophil). The differential not only reports leukocyte morphology but also identifies and reports immature or atypical leukocytes. An increase in the number of immature leukocytes is often called "a shift to the left." The nursing history should assess the patient's exposure to chemicals and the medication history [20].
A rise in the percentage of neutrophils (neutrophilia) may occur in any malignancy, crushing injury, the leukemias, malignant lymphoma, polycythemia vera, the hemolytic anemias, and hemolysis due to transfusion reaction. The percentage of circulating neutrophils (neutropenia) can be decreased in infectious mononucleosis, agranulocytosis, the leukemias, aplastic anemia, pernicious anemia, multiple myeloma, and vitamin B12 deficiency. Most leukocytes are neutrophils. The function of leukocytes is to protect against infectious agents [20].
Lymphocytosis, an elevation in the percentage of lymphocytes, accompanies the lymphocytic leukemias, infectious mononucleosis, agranulocytosis, aplastic anemia, multiple myeloma, and lymphosarcoma. Lymphopenia, or a decreased number of lymphocytes, may be present in Hodgkin disease and in the acute leukemias. An elevation of monocytes, or monocytosis, may be the bone marrow's response to agranulocytosis, Hodgkin disease, monocyte leukemias, non-Hodgkin lymphoma, and hemolytic anemia. Eosinophilia (elevated eosinophils) accompanies eosinophilic leukemia, Hodgkin disease, a pernicious anemia, polycythemia vera, and sickle cell disease in some patients. Basophils may be elevated (basophilia) in chronic myelogenous leukemia, the hemolytic anemias, Hodgkin disease, and polycythemia vera. The patient should seek medical assistance at the first sign of an infection [20].
The erythrocyte sedimentation rate (ESR) is the rate at which erythrocytes in anticoagulated whole blood settle to the bottom of a tube. The ESR great value is to indicate the presence of an active inflammatory disease process. The ESR is elevated in leukemia, malignant lymphoma, Hodgkin disease, severe anemia, and agranulocytosis but may be within the normal range in polycythemia and sickle cell disease. Hyperchromic is a term used to describe erythrocytes with color indicating a high hemoglobin content [20].
The erythrocyte osmotic fragility test measures the erythrocyte's ability to resist hemolysis in a hypotonic solution. Cells that hemolyze in a relatively high concentration of saline (barely hypotonic) have an increased osmotic fragility. Disease states accompanied by an increased osmotic fragility are acquired hemolytic anemia, hemolytic disease due to the blood-type incompatibility, pernicious anemia, symptomatic hemolytic anemia due to Hodgkin disease, and leukemia. Iron-deficiency anemia, anemia, polycythemia vera, sickle cell disease, and thalassemia major are accompanied by decreased osmotic fragility. Erythropoietin is the hormone that regulates the production of erythrocytes [20].
The reticulocyte count is considered the most useful test in the evaluation of anemia and is a good index of effective erythropoiesis and bone marrow response to anemia. Reticulocytes are uninucleated, immature RBCs capable of oxygen transport. They remain in the bone for 24 to 48 hours, after which they are mature. An elevated reticulocyte count, or reticulocyte, occurs in disease states or conditions that cause a relative anoxic or hypoxic state in the patient. Elevated reticulocyte counts are seen in acquired autoimmune hemolytic anemia, acutely posthemorrhagic anemia, suckle cell anemia, thalassemia major, treatment of iron-deficiency anemia, and treatment of vitamin B12 and folic acid deficiency [20].
A decreased reticulocyte count, or reticulocytopenia, occurs in disease states or conditions in which the bone marrow's ability to respond to hypoxic or anoxic states by an outpouring or reticulocytes has been impaired. Disease states and conditions accompanied by reticulocytopenia are aplastic anemia, aplastic crisis of hemolytic anemia, malignant disorders involving the bone marrow, untreated iron-deficiency anemia, and untreated megaloblastic anemia. Reticulocytopenia also occurs in patients receiving antineoplastic chemotherapeutic agents that cause bone marrow suppression. C-Reactive protein produced in the liver is classified as an acute phase reactant, which means that its levels will rise in response to inflammation in the body. It is also considered to be associated with an increased risk of heart attacks. Bacterial infections will result in a high level [20].
There are a wide variety of measurements of coagulation function. Some of the most common are discussed here. The nursing history and assessment of these patients should include patterns of bleeding. The sequence of basic steps in the coagulation process is: prothrombin, thrombin, fibrinogen, and fibrin [20].
The platelet count measures the number of circulating platelets, or thrombocytes, per mcL of whole blood. Platelet values may be altered by many of the disorders of the blood and blood forming organs. Thrombocytosis, or an elevation in the number of platelets, can be present in acute blood loss, chronic granulocytic leukemia, idiopathic thrombocytopenic purpura, iron-deficiency anemia, and polycythemia vera. Thrombocytopenia, or decreased platelet numbers, may accompany acute granulocytic leukemia, acute lymphocytic leukemia, chronic lymphocytic leukemia, monomythic leukemia, monocytes leukemia, multiple myeloma, pernicious anemia, idiopathic thrombocytopenic purpura, and aplastic anemia. A drop in the platelet count requires the nurse to implement bleeding precautions. Aspirin is contraindicated [20].
Platelets are usually reported as adequate, low adequate, or high adequate. In some of the hematologic disorders, such as leukemia or idiopathic thrombocytopenic purpura, a quantitative platelet determination is performed. This test is a more accurate determination of the platelet level. Quantitative platelets are reported as specific numbers such as 50,000, 150,000, or 300,000. The normal quantitative platelet range is 150,000–400,000/mcL [20].
The bleeding time, a test that records the duration of active bleeding, provides information on vascular response to injury and helps to evaluate platelet function. The two principal methods of performing the bleeding time are Duke and IVY methods. In the Duke method, bleeding time is measured by observing active bleeding after a puncture on one of the patient's ear lobes. The IVY method, preferred because it is less liable to variation among testers, measures the bleeding time after two small punctures on the patient's forearm. Pressure is applied by inflating a blood pressure cuff up to 40 mm Hg. The patient's bleeding time may be prolonged in any of the leukemias, aplastic anemia, disseminated intravascular coagulation (DIC), idiopathic thrombocytopenic purpura, infectious mononucleosis, multiple myeloma, and pernicious anemia. Bleeding time is also used in the diagnosis of von Willebrand disease [20].
Prothrombin time (PT) evaluates stages II and III in the coagulation cascade. An increased PT may be present in the acute leukemias, DIC, factor VII or X deficiency, polycythemia vera, and multiple myeloma. This test is also used to regulate warfarin therapy [20].
The partial thromboplastin time (PTT) is a general evaluation of the entire coagulation system except for factors VII, XIII, and platelets and can also be used to regulate heparin therapy. A prolonged PTT can occur in DIC and in deficiencies of factors V, VIII, IX, X, XI or XII [20].
The coagulation factors assay or profile is a combination of selected coagulation studies that assists in evaluating all the stages in the clotting cascade and helps to pinpoint the area in which the clotting deficiency or problem occurs. Institutions vary in what is included in a coagulation profile, but a typical profile might contain bleeding time, platelet count, clot retraction, atrial thromboplastin time, and prothrombin time [20].
Factor VIIIAHF (antihemophilic factor) activity is the test for classic hemophilia or hemophilia A. Patients with little or no factor VIII are classified as severe hemophiliacs; those with 1% to 5% of normal values are called moderate hemophiliacs; and those with values between 6% and 30% of the normal are termed mild hemophiliacs. Patients with von Willebrand disease have deficiencies in both factor VIIIAHF and factor VIIIVWF (von Willebrand factor). Deficiency of factor VIIIVFW may range anywhere from 0% to 50% of normal [20].
Other disease processes or changes in health status may interfere with the amount of available factor VIII for normal coagulation. Childbirth, penicillin allergy, and certain antibodies in the blood may interfere with factor VIII activity. Disease processes that inhibit factor VIII activity include lupus erythematosus, multiple myeloma, rheumatoid arthritis, and cancer [20].
Immunoglobulin studies evaluate the amount and types of immunoglobulin (e.g., IgG, IgA, IgM, IgD, IgE) present in the patient. A sample of blood is collected and examined under immunoelectrophoresis. Each immunoglobulin has its own unique pattern. Abnormal levels occur in many hemiplegic disorders. Any immunizations or vaccinations that the patient may have received within the previous 6 months may affect the results. These should be documented and reported to the laboratory; testing may need to be delayed [21].
Serum ferritin determinations evaluate the amount of iron stored in body tissues. Deleted iron supplies depress the synthesis of ferritin. Patients experiencing iron deficiency states, such as iron-deficiency anemia, have decreased serum ferritin levels. The test helps to distinguish between iron-deficiency anemia and anemias associated with chronic disease [20].
Total iron-binding capacity (TIBC) measures the amount of available transferrin (a protein that binds with iron the transports it throughout the body) in the blood. TIBC increases as iron levels and iron stores decrease. Elevated TIBC is found in iron deficiency states, infancy, pregnancy, and blood loss. Decreased TIBC is found in iron overload states such as hemochromatosis, chronic hemolytic anemias (e.g., pernicious anemias), and blood transfusing overload [20].
The sickle cell solubility test screens the presence of hemoglobin S (HbS) in the patient suspected of having sickle cell disease or the patient suspected of being a carrier of the sickle cell trait. The patient with sickle cell disease has 90% or greater HbS. Individuals with 50% or less HbS are known carriers of the disease; the remainder of their hemoglobin is the normal adult hemoglobin (HbA). Normally, the erythrocyte contains no HbS. Crescent-shaped erythrocytes are termed sickle cells [22].
Bone marrow examination is performed using two complementary techniques: aspiration and biopsy. Bone marrow aspiration removes liquid marrow by suction, allowing for evaluation of cell morphology, blast counts, and cytogenetic analysis. In contrast, bone marrow biopsy provides an intact core sample, enabling assessment of overall marrow architecture, cellularity, and the relationship of hematopoietic cells to stromal elements. Because each method yields unique but complementary information, both are generally required for accurate diagnosis. Peripheral blood smears and cytogenetic studies further supplement the evaluation, ensuring a comprehensive assessment of hematologic disorders [23x].
Adequate sampling is critical to avoid repeat procedures and to ensure diagnostic accuracy. Aspiration samples should contain spicules, which confirm entry into the marrow cavity. Biopsy specimens should measure at least 1.5–2 cm and include a sufficient number of preserved intertrabecular areas. In cases where aspiration is unsuccessful, such as in fibrotic or densely packed marrow, touch preparations from core biopsies can be used. Two biopsy cores are generally recommended to maximize diagnostic yield and to avoid missing focal abnormalities, such as blast clusters seen in aggressive myelodysplastic syndromes [2,3].
Before the procedure, patients must be carefully evaluated for bleeding risk, anesthetic allergies, and anxiety, as bone marrow aspiration and biopsy are painful for most patients. Patient education is vital, as inadequate information can increase anxiety and perceived pain. Analgesia with local lidocaine is standard, while sedation may be required in highly anxious individuals, though it carries additional risks and logistical challenges. Site selection also plays a role in safety and comfort; the posterior iliac crest is the preferred site in adults, while the sternum is used only for aspiration in special circumstances. Imaging techniques such as ultrasound or fluoroscopy may assist in site localization, particularly in obese patients [2,3].
The procedures require specialized needles and equipment, with both single-needle and two-needle techniques in practice. Samples are immediately processed to prepare smears, squash slides, and material for cytogenetic and molecular testing. Following aspiration or biopsy, firm pressure is applied to prevent bleeding, and patients are monitored for signs of infection or persistent pain. Complications are uncommon but can include hemorrhage, infection, or trauma to surrounding structures. Careful technique, adequate patient preparation, and post-procedural monitoring help minimize risks and ensure optimal diagnostic value from the procedure.
In the malignant disorders of the blood and blood-forming organs, pressure of the tumor on surrounding tissues of the body may cause discomfort. In Hodgkin disease, pain results from pressure by the enlarged lymph nodes on normal tissue. Pressure may be so great that loss of function accompanies the pain. In the leukemias, chloromas (localized congregations of leukemic cells within organs and tissues) may cause pressure, and pain is the most prominent complaint [24].
In patients with sickle cell disease, pain may be caused by tissue hypoxia or anoxia. During a crisis episode, vessels become plugged with rigid, sickled cells. Tissue hypoxia that develops distal to the plugged site causes pain [24].
In clotting disorders, bleeding into a joint or body cavity may cause pain. Joint pain accompanies the hemarthrosis of hemophilia. Knee and hip joints may be destroyed from repeated hemarthrosis. Hemophiliacs frequently experience pain on movement or with weight bearing [24].
Hyperuricemia, which frequently accompanies malignant disorders, may precipitate a gout-like joint pain. Hyperuricemia occurs when there is rapid cell metabolism and when there is an accumulation of cellular waste after cytotoxic drug therapy [24].
Patients should remain as pain free as possible and able to perform their own activities of daily living independently when appropriate. Attempt to elicit patients' subjective statement about the amount of pain and examine patients' vital signs, noting especially any tachycardia, tachypnea, or rise in systolic blood pressure above baseline measurements. Patient with pain frequently demonstrate nonverbal clues in response to painful stimuli (facial grimacing, diaphoresis, and muscle tension). The response the nurse sees depends largely on the patient's attitudes toward pain [25].
Pain accompanying disorders of the blood and blood-forming organs may have many causes – the disease process itself, which results in tissue changes; pressure on body organs; or tissue hypoxia. Nursing measurers as adjuncts to the administration of analgesics for the relief for pain may be offered in the form of comfort measurers (position changes, back massages) and distraction [3].
Discomfort may be caused by gastrointestinal ulcerations or inflammation secondary to the administration of chemotherapy or radiation. These lesions may be oral (stomatitis) or can extend along the gastrointestinal tract and manifest as rectal or oral ulcerations. The nurse should provide good mouth care by using nonalcoholic-biased mouthrinses and gentle teeth cleansing with a soft-bristled brush, sponge, or gauze tooth cleaner. A soft diet may relieve the discomfort of oral ulceration. Topical anesthetics may be used as needed and before meals to decrease the discomfort associated with mastication when ulcers are present. Rectal and oral discomfort of ulceration resulting from chemotherapy, radiation therapy, and disease can be relieved by providing meticulous perineal care and sitz baths and relieving diarrhea or preventing constipation [3].
Touch denotes acceptance and caring to most patients. Back rubs should be given, keeping this principle in mind. Not only may back rubs improve circulation and promote relaxation but they may also promote a sense that the nurse accepts and cares about the patient; this sense may relieve pain. The amount and quality of the time the nurse spends with the patient daily assist in fostering a trusting nurse-patient relationship. Trust creates a bond that promotes comfort. Patients with blood disorders may be anxious enough that their perception of pain is altered. Antianxiety drugs may aid in the overall plan to promote patient comfort [3].
Nonpharmacological measures that may promote comfort should be used as much as possible. Patients should be encouraged to keep up interests they pursue when not hospitalized. Some patients have sedentary vocations or avocations (paperwork, sketching, knitting) that can be done while hospitalized. These interests and activities may serve as distractions from pain [3].
Any interference with normal erythrocyte production, function, or activity may impair oxygen transport and exchange to body tissues. For example, when sickling occurs in sickle cell disease, tissue hypoxia develops distal to the site of sickling. In any anemic patient the oxygen-carrying capacity of the blood is reduced by a low hemoglobin concentration or a decreased number of circulating erythrocytes or both [26,27].
Gas exchange may be impaired in disease processes disrupting coagulation. Whether the bleeding is caused by a coagulation abnormality (e.g., hemophilia) or by thrombocytopenia (e.g., leukemia), blood loss may be severe enough that the oxygen-carrying capacity of the blood is diminished or impaired [26,27].
To evaluate whether patients are exchanging gas optimally, assess complaints of fatigue and weakness; vital signs; level of consciousness; and the color, temperature, and moisture of the skin. Patients who are exchanging gas optionally do not complain of fatigue or weakness, have vital signs within the normal limits established for them; remain oriented to time, place, and person; and have skin that is pink, warm, and dry. Determine whether other factors influence this goal. For example, sleep deprivation or nutritional deficiencies may cause fatigue; infection may elevate the body temperature; hypovolemia may decrease the blood pressure; and orientating to time, place, and person may be affected by intoxication [3].
The interventions for both anemia and bleeding problems are geared toward increasing the total oxygen-carrying capacity of the patient's blood. Nursing intervention begins with interpretation of the results of the most recent blood work (RBC, Hb, and Hct). This information provides a basis for planning care and developing observational criteria [2].
The nurse assesses patients' skin color, temperature, and moisture. For example, one patient will have pallor and shortness of breath within Hb value of 9.0 g/dL, but another patient with a similar Hb may be asymptomatic. It is essential to listen to patients' complaints of shortness of breath or difficulty in breathing, headache, and dizziness. Monitor the patient's vital signs, especially noting changes reflecting decreased oxygen-carrying capacity such as tachycardia and tachypnea and assess for orthostatic hypotension. Note the patient's tolerance to activities and adjust the patient's activity level appropriately. With impaired gas exchange, the patient needs to have scheduled periods of rest and activity and may need assistance to complete activities of daily living [2].
When giving a transfusion, be alert for possible allergic reactions and administer antihistamines before transfusion if necessary. Patients receiving transfusion therapy need to be educated about the use of blood products. Besides transfusion therapy, patients may also require iron supplements and an iron-rich diet to enhance the formation of hemoglobin. Patient education must accompany the use of iron supplements and food sources rich in iron. In general, self-medication with over-the-counter iron supplements should be discouraged [2].
Oxygen therapy may be administered to further promote gas exchange. Elevating the head of the patient's bed facilitates downward movement of the diaphragm, allows greater lung expansion, and increases the volume of air taken into the lungs, promoting a better gas exchange [2].
Fatigue, weakness, or dyspnea on exertion (DOE) may accompany the anemias; the patient may limit physical movement to avoid these symptoms. In bleeding disorders, such as idiopathic thrombocytopenic purpura and the hemophilia, actual bleeding into the joints may destroy joints, the loss of joint motion and function [26,27].
Patients with malignancies such as multiple myeloma and leukemia frequently have bone pain. Pain may limit the patient's mobility.
Evaluation of impaired mobility should assess activity tolerance. The patient also should be able to carry out activates of daily living without nursing assistance.
Patients who often become tired should be encouraged to take frequent rest periods. Strenuous activity should be minimal. Adequate rest and time for sleep are important.
Because of patients' feelings of weakness, fatigue, and lack of energy, self-care activities become difficult. The nurse may need to help patients to complete activities of daily living while allowing them to do as much as they can without compromising overall energy levels. As patients regain energy, an increase in exercise may begin with the resumption of their self-care activities. Activity should be planned to prevent overexertion [26].
Problems of immobility must be counteracted by range-of-motion (ROM) exercises and frequent position changes. If patients cannot perform active ROM, the nurse should initiate and perform passive ROM. A physical therapist may help patients maintain mobility. Ambulation of the patient as soon as possible, within limits, is important to prevent the hazards of immobility. To prevent pulmonary involvement caused by immobility, encourage the patient to perform turning, coughing, and deep-breathing exercises [26].
Because pain severely alters tolerance to movement, plan a course of action to determine the extent of the patient's activity. For instance, activity in a patient with multiple myeloma reverses the negative calcium balance caused by skeletal degeneration and can prevent spinal cord compression. Maintain an effective analgesia regiment and assess the patient's tolerance to activity provided by the analgesia [26].
Patients with disorders of blood and blood-forming organs frequently have problems with impaired skin integrity. Whenever leukocyte production, function, or activity is interfered with or interrupted, the patient has an increased risk for developing infection [27].
Patients with leukemia tend to be subject to frequent infections. Patients with multiple myeloma frequently have a history of infections, particularly pneumonia, during the prodromal phase. Patients with pernicious anemia are at risk for infection because of defective leukocyte production [27].
Patients with malignancies such as leukemias, lymphoma, Hodgkin disease, and multiple myeloma are likely to undergo chemotherapy or radiation therapy at some point during their illnesses. These treatments leave the patient with leukopenia. Research has documented that as the neutrophil count decreases, the infection rate increases. The oral and gastric mucosa are sites of irritation and ulceration from chemotherapy. These sites may be portals of entry for potentially harmful micro-organisms [27].
In patients with sickle cell disease, decreased circulation to the peripheral tissues results in leg ulcers. The relative tissue hypoxia in sickle cell disease makes healing of these ulcers difficult. Frequently, the ulcers become infected [27].
Skin should be intact. Breaks in the skin, ulcers in the oral mucosa and elsewhere, and reddened areas over the bony prominences indicate that this patient-care goal is not being met. Because patients with blood disorders may have altered inflammatory and immune response, fever is one of the best indicators of infection. Therefore, the patient who is normothermic is probably infection free [2].
Patients with blood disorders are predisposed to decubitus ulcer formation and poor wound healing. When patients are on prolonged bed rest, frequent turning and positioning are essential. Continued assessment of the skin for redness on bony prominences and pressure areas is required along with good skin care techniques and ambulation whenever possible [26].
Patients are often predisposed to oral sores and bleeding. The mucous membranes should be evaluated each day and every eight hours in patients who are neutropenic or thrombocytopenic. The use of soft-bristled toothbrushes or cotton swabs, as well as the use of soothing nonalcoholic mouthwashes every two to four hours, should be recommended for mouth care. These patients should be advised not to use toothpicks or dental floss [26].
Predisposition to infection can be managed by monitoring the vital signs, especially the temperature, every four hours. At the first sign of infection, obtain blood, urine, throat, and stool cultures for the identification of the organism. Because these patients may lack the ability to form pus or may have an altered ability to produce an inflammatory response, the typical signs and symptoms of infection may be absent. Therefore, it is important always to listen to the patient's concerns. Antibiotic therapy will be administered whenever infection is suspected; the dosages ordered and administered may be high. Toxic reactions to antibiotic therapy need to be assessed. Look for electrolyte abnormalities such as hypokalemia, oliguria, hearing loss, and the more common symptoms of nausea, vomiting, and diarrhea. Granulocytes may be ordered as supportive therapy when the patient's total WBC is exceedingly low [26].
The incidence of infection and the absolute neutrophil count (ANC) are inversely related: as ANC falls, the incidence of infection rises. The patient having an ANC less than 500 cells/mcL is at increased risk for developing an infection. Institute infection prevention measures, such as good hand washing technique and isolation and aseptic technique with any invasive procedure. It is important that both nurse and patient practice good hand washing techniques. Isolation of the patient is controversial. The patient should be educated to avoid contact with individuals with known infections, with recently immunized individuals, and with large crowds [26].
Anorexia and weight loss are frequently symptomatic of hematologic disorders. Anorexia, nausea, vomiting, and weight loss may accompany antineoplastic drug retreatment of the blood disorder, further compromising and altering the patient's nutritional status [27].
Stomatitis, mucositis, or other oral lesions may limit the patient's ability to chew and swallow food in adequate amounts. Alterations in the patient's sense of taste may make mealtime and eating unpleasant. In addition, the patient's tumor burden may be so large that the normal food intake has become inadequate [27].
Whereas patients with malignant disorders have general nutritional deficits, patients with anemia have nutrient deficiencies specific to anemia. For example, patients having iron-deficiency anemia have different nutritional needs than those with pernicious anemia. The nutritional support program for each of these patients must take into account the individual's deficiency [27].
Expected outcomes indicating patients are getting adequate nutrition include subjective statements about the way they feel, the amount of food they eat daily, and their weight. Patients who are improving or maintaining an optimum nutritional status should feel energetic, eat at least three-fourths of the food offered, and maintain a stable weight or, in the case of improving nutritional status, gain weight [13].
Nursing interventions should promote an optimum nutrition intake. Seek the advice and suggestions of a dietitian or nutritionist. A calorie count may be recommended. Subtle weight losses may go undetected, so it is advisable to weigh the patient regularly. Inquire about the patient's food preferences, recalling that fresh fruits and vegetables may not be allowed for patients with severe neutropenia, because these food items are a potential source of infection. Patients should be offered small, frequent feedings to avoid expending unnecessary energy while eating and digesting meals. Meals should be served attractively; unpleasant stimuli, such as bedpans and emesis basins, should be removed in an attempt to entice the patient into eating [13].
For patients with oral ulcerations, avoid temperature extremes in foods served. Warm or cool foods are better than hot or cold ones. Choose foods that are easily chewed and meet the requirements of the basic four food groups. Performing oral hygiene before meals stimulates the secretion of the salivary glands, the first step in digestion.
Patients receiving chemotherapy frequently experience nausea and vomiting from the effect of chemotherapeutic agents on the gastrointestinal mucosa and on the chemoreceptor/emetic-trigger zone in the brain. Nausea and vomiting can be effectively controlled in the majority of cases. The antiemetic should be administered before chemotherapy and sequentially on a regular schedule until the patient is nausea free. An as-necessary regimen usually does not curb nausea effectively. In any case, try to anticipate the patient's needs and do not wait until the patient becomes nauseated or vomits before giving the ordered antiemetic [13].
Patient with disorders of the blood and blood-forming organs often do not know much about the disease process and treatment programs. This group of disorders is complex and may seem overwhelming to patients or their families. Frequently, patients are asked to manage their disease processes and to ask for medical and nursing intervention when appropriate. To take on this responsibility, patients must understand the disease process, the function of the blood-cell components, medications, and signs and symptoms indicating a need for medical and nursing interventions. For example, assess the patient with neutropenia for subtle signs of infection, because infection may occur without overt clinical indications [27].
After implementing the teaching plan, evaluate how much patients and their families have learned. Ask patients to repeat or recall the content in their own words. In addition, observing patients making decisions about their health care based upon principles or content taught suggests that they have learned. Patients' stating that they feel comfortable about the prospect of going home, or at least look forward to going home, indicates that self-care and home management of the disorder are not troublesome to them, because they have learned how to manage their disease state [26].
Encourage both the patient and family to become involved in all health teaching sessions. Listen actively when the patient and family members discuss fears and anxieties, and support the patient and family members when they ask questions.
Assess the patient and family members ability and readiness to learn. Consider whether they ask questions about the disease process, diagnostic tests, treatments, or the effect of the disorder on lifestyle. These assessments might indicate the patient's readiness to learn.
Remember to teach the patient at the patient's level and when the patient is ready. General content includes the disease process, functions of the blood cells, and the treatment regimen. It is always helpful to list signs and symptoms that indicate a need for medical or nursing intervention.
Remember that all patients need review and reinforcement of content taught. Patients with blood disorders tend to need frequent reteaching. Once diagnosed, these patients are taught about the disease process, pharmacologic and dietary management, home care management, alterations in lifestyle, and the signs and symptoms that warrant immediate intervention. The amount of information given to the patient in a relatively short period is enormous and often overwhelming. It is unrealistic to expect the patient to comprehend and manage this large amount of information and the associated instructions during one hospitalization period or clinic visit. Continual assessment of the patient's knowledge level and reteaching when indicated are essential nursing functions. Consider providing phone numbers for the patient to call when questions arise after discharge and include outpatient caregivers in the patient's teaching before discharge. A well-thought-out teaching program also promotes effective coping [27].
Patients with blood disorders may have to alter their lifestyle temporarily or permanently. These alterations may require that the patient learn new methods of coping with living.
For adult patients with leukemia, poor long-term prognosis can be a significant issue facing the patient and family. Grieving may accompany the diagnosis, and the patient and family may begin to cope ineffectively. The patient may try to be strong for the family's sake, and the family may be overly solicitous toward the patient.
Patients with disorders like Hodgkin disease, which primarily affects young individuals, may be anxious and fearful about whether they can attain career and personal goals and about the effect of antineoplastic agents on future fertility. They may be anxious about diagnostic procedures that may discover an incurable illness. They may also lack knowledge or have misconceptions about the disease process and the effects of therapy and how these may affect family and business matters [27].
Expected outcomes indicating that the patient and the patient's family have achieved a sense of control are the kinds of communication techniques used by the patient and family, the questions they ask, and their ability to make decisions about health care. Open communication between the nurse and patient, between the nurse and family, and especially between the patient and family demonstrate positive coping behaviors. The fact that the patient and family ask questions pertinent to the disease process and treatments prescribed indicate an attempt to deal with the altered health patterns. Patients who can make decisions about the health care offered to them are demonstrating effective coping mechanisms [27].
Initially, the nurse needs to establish a therapeutic relationship with the patient and family members. Spend "quality" time with the patient each day. This may involve planning a 15-minut period of each day with the patient, doing whatever the patient wishes [26].
Assess the patient's coping ability. Note any clues to ineffective coping, such as giddiness or inappropriate joking about the diagnosis. Effective coping may be demonstrated when the patient asks questions about the illness or alterations in lifestyle imposed by the disorder [26].
Honesty promotes trust and aids the establishment and maintenance of a therapeutic nurse-patient relationship. Temper this principle with knowledge about the protective qualities of defense mechanism. Answer the patient's questions honestly but without destroying the patient's defense mechanisms. This balance is difficult to achieve, because defense mechanisms may be the patient's only method of coping with the disease process. Demonstrate acceptance of the defense mechanisms and support the patient's attempts to cope positively with the illness. An example is the patient with a diagnosis of leukemia who uses denial to cope with the diagnosis. Denial may serve to protect the patient from a reality too difficult to face. In this situation, support the patient's attempts to deal with the reality of the diagnosis, but do not destroy or take away the patient's use of denial before the patient has given evidence of being ready to give it up [26].
Blood transfusion is a cornerstone of modern clinical practice and an essential therapeutic intervention in the management of many hematologic and systemic conditions. Whether administered to correct acute blood loss, restore oxygen-carrying capacity, or support patients with chronic anemias and clotting disorders, transfusions play a critical role in maintaining physiologic stability and improving patient outcomes.
For nurses, understanding transfusion therapy extends beyond the technical administration of blood products. It requires knowledge of the underlying hematologic pathophysiology, careful patient assessment, adherence to safety protocols, and vigilance for potential complications.
Prior to any blood product transfusion, typing and crossmatching must be performed. This process ensures compatibility between the donor and recipient and helps to prevent potential transfusion reactions.
The four basic phenotypes of typing are O, A, B, and AB (Table 1) [28,29,30]. Antibodies are produced by the immune system against whichever ABO blood group antigens are not found in an individual's red blood cells. These antibodies are formed naturally; however, they can also be formed after many transfusions have occurred [28,29,30].
Rhesus (Rh) is another antigen occasionally found within red blood cells. If the antigen is identified, then the person is said to be Rh positive (+). If the Rh antigen is not identified, the individual is Rh negative (-).
The Rh system includes more than 50 red cell antigens, but the five main antigens are D, C, c, E, and e [31,32,33]. The D antigen is the most significant antigen in the Rh typing system. If the D antigen is present, the individual is considered Rh+; if it is absent, the individual is Rh-. It is particularly important to avoid transfusing Rh+ red blood cells into Rh- girls and women during pregnancy or childbirth because anti-D-related hemolytic disease of fetus and newborn can result in mild-to-severe anemia and even death of the Rh+ fetus and/or newborn [33,34].
While blood product transfusion is one of the most common procedures, it is not risk free. An antibody identification test is performed to identify the presence of any unexpected allo- or autoantibodies. This test is typically done when an atypical antibody is identified though the antibody screening during the blood typing process [30,34,35,36].
The development of alloantibodies can occur related to RBC transfusions. Just as with child-bearing women, alloantibodies may be significant in future transfusion situations, resulting in acute or delayed hemolytic transfusion reactions. There could also be significant difficulty locating compatible RBC units for future blood transfusions [34,37].
Crossmatching is the process of verifying the compatibility between the donor and recipient of the blood product. This is the final step in procurement of RBCs appropriate for transfusion. Crossmatching has two parts: major crossmatching, which involves the recipient's plasma with the donor RBCs, and minor crossmatch, during which donor plasma is mixed with recipient RBCs [38].
This process involves performing a saline wash of the RBCs and plasma of both the recipient and donor blood per the major and minor crossmatch processes. Anti-human globulin (AHG) is then added to the vial, allowed to rest for five minutes, then spun in the centrifuge. If agglutination occurs (the clumping of RBCs within the solution), the donor and recipient are not compatible, and the process needs to be restarted. If no agglutination occurs, the test is positive for compatibility [39].
Major crossmatch is the most important of the crossmatching process, allowing for safe blood transfusion. The minor crossmatch is less important as the donor antibodies will be swiftly diluted within the recipient of the blood product. However, should the minor test be incompatible, it is strongly suggested that transfusion be avoided [38,39].
The parts of blood used in a transfusion depend on why the patient needs the transfusion. The most common types of transfusion are:
Red blood cell transfusion
Platelet transfusion
Plasma transfusion
Granulocyte transfusion
Today, whole blood transfusion is rarely used; instead, component therapy is the preferred approach. The components of blood include plasma, platelets, RBCs, and WBCs [40]. The transfusable components of blood include red blood cells, plasma, platelets, cryoprecipitated AHF (cryoprecipitate), and granulocytes. The white blood cells are removed from donated blood before transfusions [41].
RBCs are blood cells made in the bone marrow and contain the protein hemoglobin, which carries oxygen (O2) [42,43]. RBCs transport and remove carbon dioxide (CO2) in the venous return to the lungs to be exhaled. RBCs are also involved in tissue protection and regulation of cardiovascular homeostasis [43]. The normal RBC count is 4.3–5.9 million cells/mm3 in men and 3.5–5.5 million cells/mm3 in women [44].
Blood plasma is made up of mostly water and soluble proteins, lipoproteins, and extracellular vesicles [10mf]. Plasma carries platelets, RBCs, and WBCs throughout the body and makes up approximately 55% of the blood. It contains antibodies or immunoglobulins, which help protect against infection [45]. Plasma contains coagulants to aid in blood clotting; albumin and globulin to aide in colloidal osmotic pressure; and electrolytes to maintain the pH of the blood [46].
Plasma transfusions may be administered for symptomatic anemia, acute sickle cell crisis, and acute blood loss of more than 30% of blood volume. Plasma transfusions are considered first-line replacement fluid in the treatment of conditions such as thrombotic thrombocytopenic purpura. It is not recommended to use plasma transfusions to correct mild coagulation abnormalities in the absence of bleeding such as prior to a surgical procedure [47].
Platelets, also termed thrombocytes, are also produced by the bone marrow [48]. The normal platelet reference range is 150,000–400,000 cells/mm3 regardless of gender. Platelets are an integral part of the clotting cascade [49].
Platelet transfusions can be administered to individuals to prevent bleeding with platelet counts less than reference range, prior to medical procedures with shared decision making, and to treat bleeding associated with thrombocytopenia or platelet dysfunction [50].
Cryoprecipitate is derived from plasma and contains fibrinogen, factor VIII, von Willebrand factor, factor XIII, and fibronectin. It is used for immediate blood loss or can be directly prior to procedures in which patients have hypofibrinogenemia [54]. Conditions that are potential indications for cryoprecipitate transfusion include [51,52,53]:
DIC in the presence of hemorrhage when fibrinogen levels are <1 g/L
Liver disease with bleeding or presurgery when fibrinogen levels are <1 g/L
Bleeding associated with thrombolytic therapy causing hypofibrinogenemia
Major hemorrhage to maintain fibrinogen levels >1.5 g/L
Major obstetric hemorrhage when fibrinogen levels are <2 g/L and there is ongoing bleeding
Renal failure or liver failure with abnormal bleeding when 1-deamino-8-D-arginine vasopressin is not appropriate
Inherited hypofibrinogenemia when concentrate not available
Granulocytes are a part of the immune system. The most common type is neutrophils, and granulocyte transfusion may be indicated in the treatment of neutropenia. There are ongoing trials assessing the safety and efficacy of granulocyte transfusion [55].
The protocols to administer blood product transfusions can vary between organizations. Nurses must refer to the hospital policy and protocol references to ensure they are following their specific organization protocol. These policies and protocols often refer to the way the organization requests the blood transfusion order to be submitted, the process to obtain the blood products from the laboratory, the rate the blood products can be infused, documentation of vitals, signs and symptoms of any reactions, the disposal of the products, and the type of filters, needles, pumps, and blood product warmers that can or cannot be utilized with the blood products. These policies are reviewed and updated regularly within the organization, with changes made as appropriate with evidence-based research.
For a blood product to be administered, specific equipment is needed [56,57,58]:
Blood or blood component administration set
IV pole
Gloves
Blood or blood product
Preservative-free normal saline solution
Sterile syringe
Antiseptic pad
Stethoscope
Vital signs monitoring equipment
Blood request form
250 mL of 0.9% normal saline solution
Iv catheter equipment (should include 18G–24G catheters)
Electronic infusion device indicated for blood transfusion use
Mask, protective eyewear, gown
Pulse oximeter and probe
Venipuncture equipment
Labels
Y-infusion tubing set specific to blood product administration
Optional: Prescribed premedications as ordered, blood warming device
It is imperative to inspect all equipment for integrity and expiration dates and remove items if they have been compromised or have expired. Hand hygiene is performed multiple times throughout this procedure along with appropriate donning and doffing of gloves [56,57,58].
The first step is to obtain informed consent from the patient or the caregiver. This should be done prior to the order being placed. The clinician ordering the blood products should provide the patient or the caregiver with a description of risks, benefits, and treatment alternatives. The provider should provide ample time for the patient and/or caregiver to ask questions. This ensures an understanding of the practice but also the opportunity to accept or refuse the transfusion. The clinician should also discuss any personal, religious, or cultural beliefs potentially affecting blood product transfusions. The elements of the transfusion should be discussed, from compatibility testing of the blood to the signs and symptoms of possible reactions. This informed consent should be signed by the patient or the caregiver and kept within the electronic medical record. Health literacy can be assessed during this discussion as well.
Verify the patient with at minimum two patient identifiers according to facility policy. These identifiers should be compared with the patient's wrist band and electronic medical record.
Verify the order. This should confirm the indication for the transfusion, the date, time to transfuse (as certain patient populations require longer transfusion times), special instructions (e.g., irradiated or leukocyte-depleted blood), or any pre- or post-transfusion medications. If more than one blood product component is to be transfused, the specified order of transfusion should be indicated within the order as well.
It is important to choose the appropriate venous access device based on the condition of the patient and the transfusion needs. A peripheral intravenous catheter (PIVC) can be used for blood products. For proper flow ideally 18-, 20-, or 22-gauge catheters should be used. If a small-gauge PIVC (e.g., 24-gauge) is used, the flow rate should be adjusted as the smaller gauge catheter can cause hemolysis of the product. Infants or children can utilize 22- to 24-gauge PIVCs or an umbilical catheter. Central venous access devices (CVADs) (e.g., central line, implantable port) may be used if available, when multiple infusions will be necessary, or if peripheral venous access is not possible. Intraouseus infusion is an option if PIVC or CVAD is not available and the patient is in an unstable condition.
During infusion of blood or blood products, no medications can be administered through the same infusion line. It is generally in the best interest of the patient to have two access sites: one for the blood product and the other for any potential medications.
Verify that all pre-transfusion testing has been completed along with assessing the patient's history for any prior transfusions and transfusion reactions. Blood sample testing for crossmatching products should be sampled within 72 hours of the transfusion and resampled after 72 hours.
Obtain pre-infusion vital signs, including temperature, pulse, respirations, and blood pressure, within 30 minutes of administering the blood product. In addition to vital signs, the re-infusion assessment should include respiratory assessment, skin (evidence of rash), documentation of conditions that may increase the risk of transfusion-related adverse reactions (e.g., current fever, heart failure, renal disease, fluid volume excess), an appropriate and patent vascular access device, and current laboratory values.
Obtain the blood products from the laboratory, blood bank, or transfusion services department. The process to obtain blood products is organization-specific, and the facilities procedures should be followed. After the blood is obtained, the nurse should inspect the product for the correct product ordered, expiration date, ABO group and Rh type of both the donor and recipient, and date/time the blood was issued. There is a four-hour window from the time the blood is released from the blood bank to completion of transfusion, which is why it is important to only obtain the blood products to be transfused once all equipment is available and ready to be used. The blood product should be handled with gloves and should be examined for any leaks, abnormal color, clots, excessive air, or unusual odor. Any expired or abnormal appearing/smelling blood should be returned to the blood bank as soon as possible.
At the bedside, two nurses qualified to administer the blood products should be present to provide another verification process to match the patient to the blood ordered by the provider and to the blood product received. Information to verify includes:
Match of the name and identification number on the patient's bracelet with those on the blood bag label
Blood bag identification number, ABO blood group, Rh compatibility, and interpretation of compatibility testing.
After checking all identifying information, the two nurses will sign the transfusion form to indicate that the identification was correct. Some systems have electronic signature options.
The Y-tubing is now ready to be spiked with the 0.9% normal saline (NS) first, then the blood. Ensure all clamps are closed prior to spiking both the normal saline and the blood. Hang the bag on the IV pole and prime the tubing. Then, open the upper clamp on the NS side of tubing and squeeze the drip chamber until fluid covers the filter and one-third to one-half of the drip chamber. When this is complete, the blood components can be prepared for administration. Ensure the NS clamp is closed above filter, and gently invert the bag two or three times, turning back and forth. Remove the protective covering from the access port, and spike the blood component unit with the second Y-connector. It is then safe to open the clamp above the filter to the blood unit, and prime the tubing with blood/blood product. Blood will flow into the drip chamber. Tap the filter chamber to remove any residual air. Close the clamp when the tubing is filled, and apply a cap to the end of the tubing to maintain an aseptic system. When ready to attach the common tubing to the patient's VAD, remove the cap and attach the primed tubing to patient's VAD after first cleansing the catheter hub with an antiseptic swab. The NS-primed blood administration tubing can then be directly attached to patient's VAD.
The blood product is now ready to be infused. The infusion can be completed by drip (gtt) counts or by utilizing an infusion pump specifically labeled for blood transfusion. Using the gtt method, open the common tubing clamp and the clamp to blood bag, the regulate blood infusion to allow only 2 mL/minute to infuse in the initial 15 minutes. The nurse must remain with the patient during this period to monitor and assess the patient. Initial flow rate during this time should be 1–2 mL/minute or 10–20 gtt/minute. For administration using the electronic infusion device (EID), insert the primed infusion tubing into chamber of the control mechanism of the EID, with a roller clamp on the common IV tubing between the EID and the patient. The tubing through an "air in line" alarm system (equipped on most EIDs). Finally, close the door, turn on the power, and select the required blood administration rate or blood transfusion program.
The patient's vital signs should be checked within the first 15 minutes of the transfusion being initiated, upon completion of the transfusion, and one hour post-transfusion. The infusion site (whether PIVC or CVAD) should be monitored and documented at the same time that vitals are taken. (Nurses should adhere to their facility's policy for vital assessment timing during transfusion). Assess vital signs and visually check on the patient for any adverse reactions at least every 30 minutes throughout the transfusion. Upon identification of any change in the patient's condition, vital signs should be checked immediately. After the first 15 minutes have passed safely without compromise, the rate can be increased to the provider's orders and to ensure the product can be infused within the four-hour window. Of note, while blood products can typically be infused over a maximum of four hours, platelets are infused over one to two hours and plasma over 15 to 60 minutes. Cyro is transfused as rapidly as tolerated.
After blood has infused, turn off the EID and clamp the blood bag. Remove the tubing from the EID, and clear the transfusion line with NS by opening the clamp to the NS bag and infusing slowly. Discard the blood bag according to organization policy. When consecutive units are ordered, maintain line patency with NS at a "to keep vein open" (KVO) rate as ordered by the physician and retrieve subsequent unit for administration. At the four-hour mark, if the blood has not fully transfused, the infusion should be stopped and tubing removed without clearing the line. For patients who are to receive more than one blood product, if the first unit requires four hours for transfusion, the administration set and filter are not reused.
To reiterate, the documentation of any blood component administration should include the following:
Before transfusion, document pre-transfusion medications, vital signs, location and condition of IV site, and patient/family caregiver education.
Document the type and volume of blood component, blood unit/donor/recipient identification, compatibility, and expiration date according to agency policy, along with patient's response to therapy.
Document volume of NS and blood component infused.
Document amount of blood received by transfusion and patient's response to therapy.
Document vital signs 15 minutes after initiating transfusion, on completion of transfusion, and 1 hour after completion.
Document the education provided to the patient and caregiver(s), and evaluation of said learning.
Whenever administering any blood or blood component, be aware that, because blood is a protein substance, it has the potential for initiating an antigen-antibody reaction (a transfusion reaction). A reaction to the delivered blood can occur even with the best type-and-crossmatch results. Be on guard whenever administering a blood product [59].
These reactions may be mild enough to go unnoticed, or they may be severe enough to result in anaphylaxis. In general, the greater the number of transfusions the patient receives, the greater the risk for developing antibodies against blood or blood products. Because of the large number of transfusions received by patients with sickle cell disease or cancer, be especially attuned to their increased risk for developing a reaction. With any reaction during a transfusion [59]:
Stop the infusion of blood.
Switch the infusion to the 0.9% NS solution with new primed tubing.
Take vital signs every five minutes.
Notify the physician.
Notify the blood bank of a possible transfusion reaction.
Obtain urine specimens for examination.
Send the remaining blood in the blood bag back to the blood bank with the transfusion reaction form attached.
If signs of infiltration are present (e.g., pain, swelling, coolness of the skin, blanching, redness), stop the infusion and remove the IV catheter. The affected extremity should be elevated, but avoid applying pressure, as this can force the solution or product into contacting more tissue, causing further tissue damage. Occlusion can result from a bent catheter, positional catheter, or complication with the tubing. If an occlusion is suspected, a new site should be established. The IV tubing can be changed as well if tubing is suspected to be a complication. Signs of phlebitis (e.g., redness, warmth, swelling, induration, or palpable cord along the vein) should be reported to the provider, the infusion rate should be slowed, and replacement of the access site should be considered. Documentation is necessary for any suspected complications [58].
Institutions may vary in the steps to follow in a suspected transfusion reaction. This information is only a basic guideline. Become familiar with your institution's specific protocol.
The search for a blood substitute has focused on the replacement of the oxygen-carrying capacity of erythrocytes. The experimental replacement of erythrocytes has fallen into three categories: perfluorochemicals, stroma-free hemoglobin, and oxygen-binding chelates [20].
Perfluorochemicals are synthetic compounds that dissolve 40% to 60% oxygen per unit volume, approximately three times the capacity of blood, and also have a carbon-dioxide-carrying capacity three times greater than their ability to carry oxygen [61,62]. In their pure form, perfluorochemicals cannot act in the body unless they are emulsified, allowing for diffusion into cells and capillaries. In emulsion, larger particles are excreted more quickly (6 days) than smaller particles (up to 900 days). The process of emulsification and the size of articles is important because articles not excreted tend to aggregate in the liver and spleen [61,62].
Although these agents have theoretical efficacy, supported by some positive studies, issues with manufacturing and development have led them to become mostly discontinued.
The first generation of hemoglobin-based blood substitutes were stroma-free hemoglobin, which uses human hemoglobin stripped of the elements that clog capillaries. The substance has several advantages over other synthetic blood products: it functions at low levels of oxygen, it has a colloidal osmotic effect and thus works as a plasma expander, it has universal compatibility and it can be stored indefinitely. Stroma-free hemoglobin also has several disadvantages: it can only be obtained from human donors; when it is metabolized, iron accumulates and iron toxicity develops; it will not solve problems related to agents that are toxic to hemoglobin (carbon monoxide) because it will most likely be affected as well; and because it is a volume expander, the patient with anemia who has an adequate circulating blood volume but a poor hemoglobin value must be monitored carefully for fluid overload [63].
To help address these disadvantages, pyridoxilated hemoglobin-polyoxyethylene conjugates (PHPCs) have been prepared through chemical modification of SFH. These second-generation hemoglobin-based blood substitutes prevent the major disadvantages of stroma-free hemoglobin products, specifically increased O2 affinity, short circulatory half-life, and nephrotoxicity.
PEGylated hemoglobin is derived from either human or bovine sources and is modified with maleimide or carboxylated to produce a hemoglobin with unique O2 transport functions. These products may be beneficial to preventing or treating ischemia-related morbidity; clinical trials are underway.
Congenital disorders of the blood forming organs include disease processes that affect the body's erythrocyte, leukocyte, and coagulation mechanisms. These disorders are present at birth and may be transmitted as autosomal dominate, autosomal recessive, or sex-linked traits.
The role of the nurse is to educate patients with congenital hematologic disorders to avoid or eliminate situations that may further compromise an already deficient bone marrow. Patient instruction should be individualized according to the types of cells involved in the disease process. The nurse's role also includes providing psychological support to the patient and family during genetic and occupational counseling. Parents of children with congenital disorders may experience guilt for causing their children's discomfort or poor prognosis. The nurse should assist the patient and family members in expressing their feelings about the genetic nature of these disorders.
In the United States, an estimated 100,000 people are afflicted by sickle cell disease and 2,000 infants are born with sickle cell disease annually [64,65]. Sickle cell disease is predominantly found in persons of African descent; other groups with heightened risk include those of South or Central American, Caribbean, Mediterranean, Indian, and Saudi Arabian descent (typically areas in which malaria is endemic) [65,66]. The condition is chronic and lifelong and is associated with a decreased lifespan. Median survival in the United States is 42 years for men and 48 years for women, although innovations in disease management are improving long-term survival [67].
There are three main types of sickle cell disease defined by the specific genetic combination [65]. The most severe form is HbSS, commonly referred to as sickle cell disease. Patients with this type have inherited one sickle cell gene from each parent. Persons who have inherited a sickle cell gene from one parent and a gene for abnormal hemoglobin from the other parent have the HbSC type. This is usually a milder form of sickle cell disease. The final type is HbS beta thalassemia, which is characterized by inheritance of a sickle cell gene from one parent and a gene for beta thalassemia, another type of anemia, from the other parent. There are two types of beta thalassemia: "zero" (HbS beta0) and "plus" (HbS beta+). Those with HbS beta0-thalassemia usually have a severe form of sickle cell disease, while those with HbS beta+ tend to have a milder form [65].
Even more prevalent than sickle cell disease is sickle cell trait. This condition is present in persons who inherit a sickle cell gene from one parent and a normal gene from the other parent. The ratio of infant carriers of hemoglobin variant traits to infants with sickle cell disease is approximately 50:1 [68]. Those with sickle cell trait are usually asymptomatic and live a normal life, but they can pass the trait on to their children.
Pain is the primary reason that medical care is sought by persons with sickle cell disease, usually during an acute pain crisis. Acute pain crises are commonly triggered by dehydration, infection, stress, and changes in body temperature and unfold in four distinct phases [64]:
Prodromal: Lethargy and mild localized pain may develop, but hematologic changes have not yet occurred.
Initial infarctive: Pain intensity increases from mild to moderate, hemoglobin decreases, and alterations in mood develop. Laboratory findings lag behind patient self-report of symptoms. Prompt physician attention to patient report of symptom onset is essential to initial management.
Post-infarctive/inflammatory: Severe pain peaks, with intensity that causes patients to seek emergency department or hospital care for pain relief. Laboratory changes include increases in reticulocyte count, lactate dehydrogenase, and C-reactive protein. During crisis, C-reactive protein levels can rise to 70 mg/L, compared with an average 32.2 mg/L in patients with sickle cell disease not in crisis and 10 mg/L in persons without sickle cell disease.
Resolution: Pain during crisis returns to a moderate intensity following adequate fluid hydration and intravenous analgesics.
In patients with sickle cell disease experiencing pain crises, the lower back, knee/shin area, and hips are the sites most often affected. A higher number of pain sites are found in patients with depression and in those 45 years of age and older [69].
A single nucleotide mutation is the underlying basis of sickle cell disease. It involves alteration of the glutamate for valine in the sixth position of the beta-globin protein, which predisposes hemoglobin to polymerize when deoxygenated, causing red blood cells to assume the characteristic sickle shape. This red blood cell deoxygenation and sickling accounts for sickle cell disease characteristics of anemia, hemolysis, and acute and chronic complications from vascular occlusion that affect multiple organs [70]. The deformed red blood cells tend to clump together to increase blood viscosity, leading to microvascular blockage and ischemia. Pain during an acute crisis is due to ischemic occlusion of the microcirculation from red blood cell aggregation and resultant decreased blood flow to distal tissues. The most common cause of recurrent pain episodes is vaso-occlusion of the microcirculation and destruction of bones, joints, and visceral organs [71]. Chronic pain can occur from complications of sickle cell disease such as avascular necrosis or ankle ulcers superimposed on acute sickle cell pain. Additionally, frequent episodes of acute pain in sickle cell disease can resemble chronic pain [71].
Chronic sickle cell disease pain involves modulation of the afferent nociceptive pathways in the spinal cord (such as the spinothalamic tract) that transmit pain from the periphery to the brain for processing [64]. Neuropathic pain is uncommon [65]. Chronic pain from sickle cell disease can be physically and psychologically debilitating; consistent with chronic pain from other conditions, chronic sickle cell disease pain involves sensation, emotion, cognition, memory, and context [65].
The most common chronic pain syndromes in sickle cell disease include [65]:
Arthritis
Arthropathy
Aseptic (avascular) necrosis
Leg ulcers
Vertebral body collapse
No single treatment is effective for all people with sickle cell disease; instead, appropriate treatment options are determined according to symptom severity [65]. Nonpharmacologic prevention includes avoiding dehydration, extreme temperatures, high altitudes (including flying), and low oxygen levels from intense exercise or athletic training [65,72].
For prevention of acute pain episodes, hydroxyurea is most often used [66]. This agent acts by ribonucleotide inhibition and induction of fetal hemoglobin, which possesses superior affinity for oxygen binding. It is FDA-approved for use in adults and children 2 years of age and older and is the only treatment for sickle cell disease that modifies the disease process. Hydroxyurea is effective in reducing pain crises, painful symptoms, need for blood transfusion, and mortality. As such, it represents the backbone of sickle cell disease management. The usual daily oral dose is 15–35 mg/kg [66,73]. Inconsistent adherence reduces its efficacy, and patient adherence can be challenged by the three- to six-month delay between treatment initiation and the onset of clinical response. More frequent follow-up contact with support and encouragement may be needed in some patients.
Management of acute pain episodes may include intravenous fluids, pain-reducing medication or hospitalization (for severe pain crises). Management typically requires stronger analgesic agents, with codeine and tramadol useful for moderate pain and morphine, oxycodone, hydrocodone, and hydromorphone more effective in treating severe and breakthrough pain [65]. For first-time opioid therapy for severe pain, the use of morphine sulfate or hydromorphone is favored. With recurrent pain, the best initial choice of opioid and dose for severe sickle cell pain is that which previously provided adequate analgesia. Intravenous administration is recommended in severe pain. Patients and clinicians may prefer a 5–10 mg loading dose of parenteral morphine or equivalent [65].
L-glutamine (Endari) is approved for patients 5 years of age and older to reduce acute complications of sickle cell disease [73,74]. Taking L-glutamine may lead to fewer hospital admissions, fewer pain crises, less need for blood transfusions, and a lower risk of acute chest syndrome. L-glutamine comes in powder form that should be mixed with cold or room temperature drink or food (e.g., water, milk, apple juice, applesauce). Side effects may include nausea, fatigue, chest pain, and pain in bones or muscles [73,74].
Crizanlizumab-tmca (Adakveo) is a humanized monoclonal antibody that inhibits interactions between endothelial cells, platelets, red blood cells, and leukocytes, which may result in decreased platelet aggregation, maintenance of blood flow, and minimized sickle cell-related pain crises. It is approved for adults and children 16 years of age and older to reduce the frequency of vaso-occlusive crises. Crizanlizumab-tmca is administered IV at an initial dose of 5 mg/kg once every two weeks for two doses, followed by 5 mg/kg once every four weeks thereafter. It may be administered with or without hydroxyurea [73,74].
Voxelotor (Oxbryta) received approval for the treatment of sickle cell disease in adults and pediatric patients 12 years of age and older in 2019 with an expansion to patients aged 4 to 11 in 2021 under the FDA's Accelerated Approval Program. This was based on data from the phase 3 HOPE trial and phase 2 HOPE-KIDS trial. In postmarketing clinical studies in patients with sickle cell disease, higher rates of vaso-occlusive crises and fatal events were reported with voxelotor (compared to placebo) [73,75,76]. In September 2024, the manufacturer announced a voluntary withdrawal of voxelotor and a discontinuation of all active clinical trials and expanded access programs. The decision was based on clinical data that indicates the benefit of the drug does not outweigh the risks for the sickle cell patient population [75,76].
Adjunctive medications may also be indicated. Parenteral NSAIDs can reduce opioid requirements and provide greater ease in transition to oral analgesics [64]. Parenteral corticosteroids can be beneficial during crisis phases, but efficacy data beyond the initial 48 hours is lacking.
Intraspinal analgesics should be considered only with insufficient response to maximum-dose systemic opioids and adjuvant medications. Epidural anesthetics alone or with fentanyl can be effective in acute refractory pain [64].
For chronic pain associated with sickle cell disease, long-acting and short-acting opioids, NSAIDs and acetaminophen, and adjuvant medications form the basis of long-term management [64]. Aspirin should be avoided due to the risk of Reye syndrome. Codeine, low-dose oxycodone, or low-dose hydrocodone are preferred for treatment of moderate chronic pain.
In patients requiring chronic opioid therapy, extended-release, sustained-release, or long-half-life opioid formulations are favored because of ease in administration and more consistent analgesia. Specifically, transdermal fentanyl is effective for chronic pain management in patients who are opioid tolerant. Short-acting opioids may be used for rescue dosing early in the treatment regimen, for acute episodes of breakthrough pain or for analgesic bridge until steady-state is achieved with a long-acting formulation [65].
Adjunctive therapy with SNRIs and TCAs can alter pain perception in the spinothalamic tract. Blood transfusion may be necessary for severe anemia. Common antecedents for transfusion necessity include sudden worsening of anemia due to infection and splenomegaly [65,72].
Massage therapy may be effective as a therapy adjunct. Participants in one trial reported significant decreases in pain intensity following massage with a mean pain scale score of 9.6 before massage versus 2.8 after massage [77].
Transplantation is the only known cure for sickle cell disease and involves blood or bone marrow stem cell transplantation. To prevent potentially severe complications, donor-recipient stem cells should be closely matched using human leukocyte antigen (HLA) tissue typing. Unfortunately, only a small number of patients with sickle cell disease are appropriate candidates for stem cell transplantation [72].
Thalassemias are another inherited hemolytic anemia. It is characterized by a genetic defect or deletion that causes an abnormal synthesis of one of the Hgb protein chains (alpha or beta) [78]. The alpha type is more common among African and South Asian persons, while the beta type is endemic to Mediterranean regions [78,79]. Thalassemia major occurs when the gene is inherited from both parents; thalassemia minor occurs if the gene is inherited from one parent. Severe thalassemias can cause a premature death, often between 20 and 30 years of age, but less severe forms have a favorable prognosis. Laboratory tests are usually necessary for diagnosis, but genetic studies can also be helpful [78].
The symptoms of thalassemia are caused by anemia. More severe cases may be associated with:
Feeling tired or weak
Shortness of breath
Pallor
Dizziness and fainting
Headache
Endocrinopathies (e.g., diabetes, hypothyroidism, hypoparathyroidism)
Treatment of thalassemia consists of blood transfusions, iron chelation therapy, folic acid supplements, and bone marrow and stem cell transplant, depending on the type of thalassemia diagnosed [78]. Some will require splenectomy.
Hereditary spherocytosis is a condition characterized by hemolytic anemia. Some people with a severe form of hereditary spherocytosis may have short stature, delayed puberty, and skeletal abnormalities. The condition is caused by genetic changes in any of several genes, such as the ANK1, EPB42, SLC4A1, SPTA1, and SPTB genes. It is most commonly inherited in an autosomal dominant manner but may be inherited in an autosomal recessive manner. There are different types of hereditary spherocytosis, which are distinguished by severity and genetic cause [80].
The types of symptoms experienced, and their intensity, may vary among people with this disease. The most frequent symptoms are anemia, increased red cell osmotic fragility, spontaneous hemolytic crises, splenomegaly, spherocytosis, reticulocytosis, pallor, muscle weakness, jaundice, increased mean corpuscular hemoglobin concentration (>27–31 picograms/cell), hypofibrinogenemia, hypercoagulability, hepatomegaly, and cholelithiasis.
Splenectomy is recommended for all patients diagnosed with hereditary spherocytosis. The procedure does not correct the erythrocyte defect but rather removes the major organ responsible for the destruction and removal of the spherocytes from the circulation, avoiding dramatic decreases in RBCs. The rationale for splenectomy is the inability to predict which patient will undergo spontaneous, life-threatening crises. For those with little or no anemia, the risk of surgery may seem too great. Splenectomy is a relatively safe procedure for patients older than 4 years of age [81]. In addition, folate supplementation is recommended in severe and moderate HS but is not necessary in mild HS [82].
Splenectomy is associated with a lifelong increased risk of overwhelming infection, particularly with pneumococcal species, which is not completely eliminated by pre-operative vaccinations and post-splenectomy antibiotic prophylaxis [82]. Vaccination is strongly recommended, and patients and/or their caregivers should be counselled regarding the need to avoid infection and practice good hygiene.
Glucose-6-phosphate dehydrogenase (G-6-PD) deficiency is a hereditary intrinsic disorder of the erythrocytes resulting in hemolysis under certain conditions such as infection, the administration of certain drugs, and exposure to fava beans. The enzyme deficiency results in a usually mild and self-limiting anemia; in the presence of these special conditions, however, the anemia may have a sudden, dramatic onset [83,84].
The incidence of G-6-PD varies by ethnic and racial background. Among whites, the incidence ranges from 1 in 1000 among northern European descendants to 50% among Kurdish Jews. The disorder is also found in Southeast Asians and the Chinese. Sickle cell disease patients may also have G-6-PD deficiency [83,84].
The sex-linked hereditary disorder s passed from mother to son, never from father to son. Because females heterozygous for this disorder have one normal and one abnormal gene, they vary in their genetic expression of this disease.
The most frequent manifestation of a hemolytic episode of G-6-PD deficiency is anemia. The patient may become pale and, in severe hemolysis, have shortness of breath and abdominal or back pain. The urine may turn dark and even black [84].
The laboratory diagnosis of G-6-PD deficiency is made by a simple blood test to determine the level of G-6-PD. The normal value varies according to the actual laboratory procedure used, but usually G-6-PD is present in substantial amounts. Individuals with levels below is considered normal for that laboratory are considered G-6-PD deficient [84].
Because most episodes of hemolysis are self-limiting, no intervention is usually necessary. No specific drug therapy is indicated for G-6-PD deficiency, but patients should avoid certain drugs, including analgesics, ascorbic acid (vitamin C), naphthalene, methylene blue, and phenylhydrazine. Patients should avoid ingestion of fava beans. If hemolysis is severe, transfusion therapy with packed RBCs may be administered [85,86].
The nursing management of the patient with G-6-PD deficiency consists of providing information on the disease process, including stimuli imitating a hemolytic episode and signs and symptoms indicating hemolysis. Send a list of agents causing hemolysis home with patients and encourage them to read labels to all over-the-counter drugs to avoid the accidental ingestion of these compounds [2].
Hemophilia is a hereditary disorder of coagulation in which increased bleeding tendencies are caused by a deficiency of coagulation factors VIII and IX. In hemophilia, the decease of available factors VIII and IX makes severe bleeding episodes more likely [87].
The two classes of hemophilia are hemophilia A and hemophilia B. Hemophilia A is the more common, and the ratio of the occurrence of hemophilia A to hemophilia B is approximately 7:1. Hemophilia A, often referred to as classic hemophilia or simply hemophilia, involves a deficiency of factor VIII. Hemophilia B results from a deficiency of factor IX. Clinically, hemophilia A and B are identical [87].
In hemophilia A, the severity of the bleeding tendency closely correlates with the amount of factor VIII. Patients with mild hemophilia A have 6% to 30% of factor VIII; moderate hemophilia A patients have 1% to 6% of factor VIII; those with severe hemophilia A have less than 1% of factor VIII. The level of factor VIII rarely fluctuates from person to person within the same affected family or within the affected patient [87].
Hemophilia A and B are genetically transmitted as a sex-linked recessive trait; transmission is from mother to son. In rare instances, hemophilia can be transmitted to daughter when the mother is a carrier and the father has the disease. It is possible to detect female carriers of the disease through laboratory serum studies [87].
Clinical manifestations of severe factor VIII or IX deficiency may be detected during the neonatal period following circumcision. Milder forms of hemophilia may not be detected until childhood or adolescence, when prolonged bleeding follows a tooth extraction. The most common clinical manifestation is hemarthrosis (bleeding into the joint) in the knee; however, the hip, ankle, shoulder, elbow, and wrist also can be affected. The patient frequently has a history of only mild trauma to the involved joint, which becomes painful, swollen, tender, and stiff. Later complications of hemarthrosis include loss of joint motion, contracture formation, muscle atrophy, and joint degeneration and deformity [88,89].
Hematomas may form with only slight trauma. Bleeding, most commonly subcutaneous or intramuscular, primarily involves the lower extremities. Enough blood may be lost into a thigh to cause symptoms of shock. Petechiae do not accompany ecchymotic areas. Other manifestations of hemorrhages include epistaxis, hematuria, swelling of the tongue (from accidentally biting it while easting), paresthesia (from pressure on a nerve by bleeding into tissues), and ischemia (form pressure on blood vessels). The most life-threatening complication of hemophilia is intracranial hemorrhage. Superficial cuts usually do not cause undue problems [88,89].
Hemophilia is diagnosed by laboratory serum determinations. Tests include serum calcium, prothrombin time (PT)), partial thromboplastin time (PTT), quantitative platelets, coagulation factors assay, and antibody directed against factor VIII (for hemophilia A). Serum calcium level, PT, and platelet count are normal in hemophilia, and PTT is prolonged.
The major emphasis is on the patient avoiding all drugs that increase bleeding time. Because many over-the-counter preparations contain aspirin or aspirin products, encourage patients to read medication labels before ingestion. Ideally, the patient would avoid all over-the-counter preparations to avoid accidental aspirin ingestion [89].
The maintenance or promotion of optimal nutritional status ensures good dental hygiene. Because hemophiliacs bleed excessively after dental extractions, preventing dental cavities and ultimately, tooth extraction is the goal of nutritional management [89].
Administration of the appropriate factor concentrate is an important treatment measure prophylactically as well as during episodes of acute bleeding. In individuals with severe and moderately severe hemophilia prophylaxis is recommended over episodic treatment of bleeding events [90].
Nursing management during an acute bleeding episode involves the IV administration of the deficient factor—either factor VIIIAHF human or factor IX human. With joint pain and hemarthrosis, splinting or casting the involved joint may be indicated. Whenever a patient with hemophilia is admitted to the hospital, nursing assessments are directed toward the prompt recognition of hemorrhage [3].
Von Willebrand disease is a hereditary disorder of coagulation involving dysfunction of thrombocytes and a deficiency for factor VIII. Von Willebrand disease is diagnosed by a battery of diagnostic tools that determine the patient's bleeding time Included are tests on platelets, PT, PTT, factor VIII (antihemolytic factor) activity, factor VIIIAGN (antigen) activity, and factor VIIIVWF (von Willebrand factor) activity [87].
Factor VIIIAHF, which is deficient in patients with von Willebrand disease, seems to be necessary for proper platelet functioning. Factor VIIIAGN activity indicates the presence of an antigen that is precipitated by a rabbit antibody to factor VIII. Patients with severe forms of von Willebrand disease totally lack this antigen. Specifically, factor VIIIVWF is necessary for platelets to adhere to sites of vascular injury and plug the leak. A deficiency of factor VIIIVWF seems to be responsible for the prolonged bleeding time associated with von Willebrand disease [87].
Von Willebrand disease is inherited as an autosomal dominant traits. Unlike hemophilia, how von Willebrand disease is expressed varies among affected individuals within the same family. The level of factor VIII and platelet dysfunction also varies at different time for the same individual [87].
As in hemophilia, abnormal bleeding in von Willebrand disease begins in early childhood. Epistaxis and ecchymosis are common, whereas petechiae are not. Fatal bleeding episodes occur but are extremely rare. The hemarthrosis in von Willebrand disease differs from that in hemophilia. Hemarthrosis is not common in von Willebrand disease, and joint damage is not permanent. In contrast, hemarthrosis is common in hemophilia. Hemophiliac patients have repeated episodes of hemarthrosis involving the same joint, whereas von Willebrand patients do not. Although excessive bleeding following surgery can be a problem, it can be managed with the infusion of factor VIII concentrate. Von Willebrand disease decreases in severity as the patient ages; hemophilia does not [87].
Major therapies include use of desmopressin to induce endothelial release of stored von Willebrand factor (VWF) and factor VIII (FVIII) and use of VWF concentrates, including both plasma-derived and recombinant products, as well as adjuvant therapies, such as antifibrinolytic tranexamic acid. In 2025, the U.S. Food and Drug Administration approved expanded use of von Willebrand factor (Recombinant) (Vonvendi) for routine prophylactic use in adults 18 years of age and older with all types of von Willebrand disease and on-demand and treatment of bleeding episodes and perioperative use in children with von Willebrand disease [91].
Encourage the patient to avoid bleeding episodes as much as possible and to read labels on all medications and to avoid all over-the-counter preparations, if possible. All medications that interfere with bleeding time, such as aspirin, should be avoided [87].
Multifactorial disorders of the blood and blood-forming organs may be precipitated by nutritional deficiency, environmental or chemical toxins, other disease processes, or no known cause. Many of the bone marrow elements may be involved, resulting in an inability of the body to resist infectious organisms, a deficiency in the blood's ability to coagulate, or an alternation in the body's ability to transport oxygen to tissues. Some acquired hematologic diseases interfere in only one of these functions; in others, the entire bone marrow may fail [87].
Aplastic anemia is a life-threatening condition that occurs due to unexplained bone marrow failure. The bone marrow's stem cells are damaged as the result of an inherited condition or may be caused by an acquired condition, including an autoimmune disorder, exposure to toxic chemicals, chemotherapy or radiation exposure, infection, or in rare cases, pregnancy [92]. In some patients the cause of aplastic anemia remains unknown. Hereditary aplastic anemia is very rare; the acquired type is more prevalent. However, only 4 of every 1 million Americans will be diagnosed with any type of aplastic anemia annually [93]. As with other anemias, patients with aplastic anemia are susceptible to bleeding, fatigue, and infections. Pancytopenia is present when there are low counts of RBCs, WBCs, and platelets. The diagnosis of aplastic anemia is confirmed by bone marrow examination.
Clinical manifestations of aplastic anemia are related to the pancytopenia. Patients have symptoms of severe bone marrow depression: pallor, tiredness, repeated infections, malaise, and bleeding tendencies. Bleeding tendencies may be occult or conspicuous; major or minor, such as gastrointestinal bleeding versus gingival oozing; or in the form of purpura or petechiae. Hepatosplenomegaly is usually not present at diagnosis. Diagnosis made by bone marrow aspiration, bone marrow biopsy, or both. The bone marrow is found to contain primarily hypocellular fatty deposits [94].
The goal of treatment of aplastic anemia is to control symptoms and prevent complications. Initial treatment includes blood and platelet transfusions and IV antibiotics. While immunosuppressive drugs are effective in treating aplastic anemia, these medications further weaken the immune response, leaving the patient at risk of complications. ESAs and colony-stimulating factors are also used [92]. For severe cases, an allogeneic bone marrow transplant may be advised. However, it is important to note that elderly patients may be unable to tolerate the preparation for transplant and are at an increased risk for complications. If left untreated, death will usually occur rapidly.
Pernicious anemia is the classic term for a subtle autoimmune disorder that causes chronic malabsorption of vitamin B12 in older adults [95]. It is characterized by a decrease in RBCs resulting from impaired intestinal absorption of vitamin B12, caused by autoimmunity against intrinsic factor or gastric parietal cells (which produce intrinsic factor). Atrophic gastritis, a disorder common in elders, can cause intrinsic factor deficiency and pernicious anemia secondary to loss of functioning parietal cells in the stomach. Intrinsic factor is necessary for the absorption of vitamin B12, and decreased production of intrinsic factor leads to reduced absorption of vitamin B12 [95].
Because of vitamin B12 therapy, the classic clinical manifestation of pernicious anemia is rare today. However, because vitamin B12 has such profound effects on hematopoiesis and the normal structure and function of the nervous system, a review of these manifestations is warranted [96].
The onset of pernicious anemia or hemolytic anemia occurs in late middle adult life. The first clinical manifestations are usually those of anemia. Patients demonstrate pallor with slight icterus, as well as lassitude and weakness disproportionate to the degree of existing anemia and a beefy red tongue also occurs. Most red cell indices of the peripheral blood count are abnormal. Quantitative erythrocyte counts may be as low as 2 million/mcL; the hemoglobin level is approximately 8 g/dL; and mean corpuscular volume (MCV) is elevated. Only the mean corpuscular hemoglobin count (MCHC) is normal. The peripheral blood smear demonstrates anisocytosis and poikilocytosis. These changes demonstrate the impact of vitamin B12 on normal erythrocyte maturation. A hemoglobin level of 15 indicates improvement [96].
Neurologic manifestations of pernicious anemia also show the important role of vitamin B12 on nerve structure and subsequent nerve function. Demyelination of nerves and degeneration of white matter occur in vitamin B12 deficient states. The loss of vibratory sense may be the first clue in the diagnosis of pernicious anemia. Numbness and tingling of the extremities can follow. As demyelination and degeneration continue, paralysis and psychosis may develop. After neurologic damage has occurred, neurologic function may not be regained [96].
The stomach atrophies and loses its acid and enzyme-secreting abilities, developing achlorhydria and acholia. The remainder of the intestinal tract enlarges, and digestion becomes difficult as the disease progresses [97].
Pernicious anemia is diagnosed by the Schilling test. Gastric analysis may also be used. In addition, multiple laboratory studies are performed on the peripheral blood both before and after the initiation of vitamin B12 therapy. Examination of the bone marrow rules out any other existing hematologic disorders. A through neurologic examination, including a test of vibratory sense should be part of the patient's history and physical examination.
Treatment of pernicious anemia once consisted of daily feedings of raw or rare liver. Later, crude liver extract was developed, but it lost major potency when administered orally. Liver extract was painful when administered IM, stained tissue, and sometimes caused tissue necrosis. Finally, in 1948, the red crystalline factor now known as vitamin, B12 or cyanocobalamin, was discovered. This vitamin has all the antiemetic principles of crude liver extract and is the elusive extrinsic factor. Treatment of pernicious anemia includes regular injections of vitamin B12. Methylcobalamin has also been created and does not contain cyanide. Neuropathy worsens if the medical treatment regimen is not followed [96,97].
Nursing management of pernicious anemia includes patient support and education during the diagnostic phase, patient education about the disease process, the importance of compliance with lifelong vitamin B12 therapy, and assessment and rehabilitation of patients with neurologic changes. The patient with pernicious anemia will need assistance to complete activities of daily living until the lassitude and weakness are resolved. Encourage these patients to rest frequently and make every effort not to tire them by long and vigorous days of testing [3].
After the diagnosis of pernicious anemia and the initiation of vitamin B12 therapy, the patient's hemogram quickly returns to normal. Results of the peripheral blood smear may begin to improve as early as 4 days after the initiation of vitamin therapy. In addition, a dramatically increased sense of well-being accompanies the hematology improvement. The patient with pernicious anemia is committed to a lifetime of vitamin B12 therapy. Noncompliance causes the return of symptoms and possibly more dramatic consequences, such as neurologic involvement. Thus, these patients must understand the rationale for vitamin B12 therapy and comply completely with the chemotherapeutic regimen. Vitamin B12 therapy administered before the onset of neurologic signs and symptoms is ideal. When these signs and symptoms have already appeared, prompt and accurate diagnosis and treatment is imperative. Physical therapy may help restore some use and function, but residual neurologic damage may persist for life [3].
Iron-deficiency anemia is characterized by depletion of iron stores and inadequate bone marrow iron deposits required for normal hematopoiesis. Gradually, circulating RBCs become microcytic and hypochromic (smaller and paler). However, the presence of normal RBCs (normocytic anemia) does not exclude iron-deficiency, as microcytosis is a late finding of severe iron deficiency. Elderly individuals may be at increased risk for decreased iron absorption due to medication side effects, chronic illness and inflammation, dietary iron deficiencies, and malabsorption.
Iron deficiency occurs when the rate of iron utilization exceeds the rate of intestinal absorption and iron stores become depleted. This may be caused by inadequate nutritional intake, impaired absorption of iron, or chronic blood loss (e.g., uterine or gastrointestinal bleeding). Insipient onset of iron deficiency occurs commonly in older adults, resulting from unrecognized low-grade gastrointestinal bleeding induced by aspirin or nonsteroidal anti-inflammatory drug (NSAID) use or colorectal cancer. Such patients may present with well-established iron deficiency and exhibit the classic microcytic anemia; however, it is important to bear in mind that early, less severe deficiency states may exhibit a normocytic anemia. In either case, the presence of iron deficiency can be evaluated by obtaining a serum ferritin level. A serum ferritin concentration of 25–45 mg/dL is suspicious for iron deficiency; a level of 45–100 mg/dL makes iron deficiency less likely. Levels greater than 100 mg/dL indicate sufficient iron stores. However, infectious or other immune inflammatory states will increase serum ferritin concentration, making measurements potentially unreliable. In patients with infectious or inflammatory disorders, plasma transferrin receptor concentration may be a more useful measure.
In adults, the most common cause of iron-deficiency anemia is occult blood loss from the gastrointestinal tract. Bleeding may be chronic or acute depending on the underlying etiology. Common causes include NSAID use, gastric ulcer, colon cancer, diverticulosis, and vascular malformation (angiodysplasia) of the bowel submucosa. In one study, gastrointestinal malignancy was present in 6% of patients with iron-deficiency anemia [98]. Other studies have reported iron-deficiency anemia as the presenting symptom in 15% of colorectal cancers [100]. Endoscopic evaluation is indicated for all patients with iron-deficiency anemia (but particularly those with family histories of gastrointestinal cancers), and colonoscopy is recommended, regardless of age, if upper endoscopy does not reveal a source of bleeding [99]. Stool should be tested for occult blood in the initial anemia work-up. It is important to also consider other potential causes of microcytic anemia during the evaluation of patients with suspected iron-deficiency anemia. For example, lead poisoning, which interferes with the incorporation of iron into hemoglobin, can lead to a hypochromic, microcytic anemia despite adequate iron stores.
The patient with iron-deficiency anemia should always be evaluated for underlying cause. Medical conditions or medications that decrease gastric pH reduce the absorption of iron, which presents as iron-deficiency anemia. In older adults, atrophic gastritis, which causes chronic decreased gastric acid production secondary to damage to the acid producing cells of the stomach, should be considered. Commonly used medications, including antacids, proton pump inhibitors, and H2 histamine blockers, may contribute to the development of anemia.
Clinical signs and symptoms of iron-deficiency anemia depend on the condition's severity. The patient feels chronically tired and may be pale. The normal blood level for hemoglobin is 13–15 g/100 mL. The erythrocyte is microcytic and hypochromic. Laboratory studies indicate a hemoglobin level of less than 12 g/dL, decreased serum ferritin levels, increased total iron-binding capacity, and decreased iron stores in the bone marrow. Patients with severe anemia may have malaise, tachycardia, and shortness of breath on exertion. The patient with anemia would have postural hypotension [97].
Pica may develop in some patients with anemia. Pica is a condition whereby the patient has an unusual craving to eat specific non-food item, such as dirt, ice, starch, ashes, or clay. Pica is associated with both mineral deficiency (including iron-deficiency anemia) and mental health conditions. Pagophagia, a craving (pica) for ice, is present in about 50% of patients with iron deficiency, even in the absence of frank anemia [101]. Probing for pica is not part of the routine medical history, but it should be included whenever anemia is suspected or newly diagnosed, as it is a powerful clue to iron deficiency.
Because the major cause of iron deficiency is overt or occult blood loss, the first step should be to identify and treat the source of iron or blood loss, which should improve Hgb levels and symptoms of anemia. Any medications that may be blocking iron absorption should be discontinued. In cases of malnutrition or non-drug-induced impaired gastrointestinal absorption of iron, oral supplementation may be indicated. The recommended oral supplement for the treatment of iron deficiency in older adults has not been established. The adult dosage regimen is usually 325 mg of ferrous sulfate three times per day to provide 150–200 mg/day of elemental iron; however, this regimen is associated with high rates of adverse effects, including black stools, abdominal discomfort, diarrhea, nausea/vomiting, and constipation [100]. one study of patients older than 80 years of age found that daily doses of 15 mg or 50 mg liquid ferrous gluconate or 150 mg ferrous calcium citrate tablets was better tolerated and resulted in similar outcomes, with significant increases in Hgb evidenced in all three treatment groups [102]. Liquid formulations of ferrous sulfate administered in small doses (15 mg) less frequently and with orange juice to facilitate absorption may be more effective and better tolerated [100]. The lowest possible dose should be used first, with gradual titration, if necessary. If a patient is unable to take even the smallest dose of oral iron due to adverse effects (e.g., nausea, constipation, vomiting) or if improvement in Hgb cannot be obtained by oral supplementation (e.g., continued bleeding), parenteral iron therapy may be appropriate. After hemoglobin and serum ferritin levels have normalized, it is usually advisable to continue therapy for three to six months to allow restoration of tissue iron stores.
A ferric carboxymaltose injection is approved by the U.S. Food and Drug Administration for the treatment of iron-deficiency anemia in patients who have intolerance to oral iron or have had an unsatisfactory response to oral iron [103]. This parenteral iron replacement product is given as a single dose of up to 750 mg of iron via an IV push injection or over a 15-minute infusion followed by a second dose seven days later for a total treatment of up to 1,500 mg of iron [73,103].
Improvements in patient functioning, including less fatigue, resolution of pica, and increased participation in activities of daily living, should be seen within the first week. The Hgb level will rise more slowly, with full resolution expected within six to eight weeks [104].
DIC is an acute abnormal stimulation of the normal hemostatic mechanism. The normal coagulation process, or clotting cascade, is a series of enzymatic reactions that follows a specific sequence—a finely tuned balance between clot formation and clot dissolution. In DIC, this balance is disrupted. The abnormal stimulation of coagulation is explosive, resulting in widespread thrombi formation that eventually exhausts clotting factors and platelets. The existing degree of clotting activates the fibrinolytic process. These two events can result in major bleeding episodes [105,106].
DIC does not exist alone; it coexists with a variety of other acute disease processes that damage cells in some way and thus potentiate stimulation of the normal hemostatic mechanism. Disorders or situations associated with DIC include malignancies, sepsis, shock, abruptio placentae, post extracorporeal bypass, respiratory distress syndrome, malaria, and venomous bites. Mismatched blood and fat emboli can initiate DIC by releasing excessive factor XII [105,106].
In DIC, consumption of platelets and clotting factors is preceded by deposition of fibrin in the microcirculation. The patient with XCIC may have bleeding tendencies, tissue damage form ischemia, erythrocyte damage, and hemolysis with a potential for shock. These problems have either occult or overt signs and symptoms. Signs and symptoms of bleeding include epistaxis; petechiae; ecchymosis; bleeding from surgical sites, placental detachment areas, or old sites of injury; positive findings of blood in the stool or emesis; falling blood pressure; postural hypotension; tachycardia; decreased packed red cell volume; and restlessness [106].
Manifestations of thrombosis depend on the specific organ or body system affected. The kidneys are a prime target organ, and hematuria is the most common clinical evidence that the renal system is affected. Thrombosis also can affect the central nervous system; changes in the level of consciousness may signal interruption in cerebral blood flow. Characteristic skin changes such as acrocyanosis, in which the patient experiences generalized sweating with cold, mottled toes and fingers, also occur [106].
A battery of laboratory analyses is used in the diagnosis of DIC in conjunction with the patient's signs and symptoms. These tests measure the patient's coagulation. Platelet counts are decreased; PT and PTT are prolonged. Fibrinogen levels are decreased, and levels of fibrin degradation products (fibrin split products) are elevated. A protamine sulfate test is strongly positive, and the coagulation factor assay demonstrates a reduction in factors II, V, and VII [106].
The pharmacologic management of DIC is controversial. Currently, heparin or blood components such as packed RBCs, platelets, plasma, and factor replacements, or both are used. Some think that DIC is best managed by no treatment at all, because treating the patient's signs and symptoms may worsen the clotting–bleeding phenomenon. The overall goal of therapy is removing the stimulus that initiated the DIC process [106].
The nursing management of patients with DIC is complex. The overall nursing goal is to protect them from bleeding by applying pressure to bleeding sites, avoiding intramuscular injections, keeping the patient's nails trimmed, and having both male and female patients shave with an electric razor instead of a straight-edged razor. The nurse's ability to administer blood products is of primary importance [3].
The patient undergoing heparin sodium or blood component therapy requires additional support and explanations. Heparin may be given either continuously or intermittently by IV drip, and the nurse must closely monitor the prescribed flow rate. The patient receiving heparin must be assessed continuously for bleeding. Blood component therapy, although prescribed to replace depleted coagulation factors consumed by the systemic clotting phenomenon, may stimulate additional clotting. Cryoprecipitate and platelets will also be used. Changes in the patient's level of consciousness, pallor or cyanosis of body parts, or oliguria or anuria, may indicate additional clotting. Notify the physician immediately if these changes occur so the medical management of the patient can be adjusted [3].
Patients with DIC have multiple disease processes simultaneously. They may have malignancy, cardiovascular disease, sepsis, or be pregnant. Therefore, the stress levels of the patient with DIC are high. The patient and family or friends require thorough teaching and psychosocial support to cope effectively with this complex, confusing disease [3].
Idiopathic thrombocytopenic purpura (ITP) is characterized by a decrease in the number of circulating platelets with resultant purpura. The disorder occurs in all age groups. Congenital thrombocytopenic purpura occurs in the neonate. Acute ITP is primarily a disorder of childhood, whereas chronic ITP occurs primarily in adults [7,8].
The exact etiology of ITP is unknown and may differ depending on the kind of ITP and the patient's age. Regardless of the cause, an immunologic response results in a decrease in circulating platelets, an alteration in thrombocyte life span, and bleeding tendencies. Splenic sequestration further contributes to thrombocytopenia. The stimulus precipitating the immunologic response may be a virus, bacteria, environmental toxin, or chemical (in drug-induced ITP) [7,8].
Clinical manifestations of ITP result from thrombocytopenia. The patient is prone to hemorrhagic episodes. Bleeding tendencies may be minor, involving small petechial hemorrhages of the skin and mucous membranes, but the platelet count may fall low enough to allow central nervous system hemorrhage. The patient may also experience hematuria, hematemesis, melena, gingival oozing, and epistaxis. The female patient who is still menstruating may experience menorrhagia [8].
Diagnostic tests indicate low platelet numbers and alterations in bleeding times. The physician may order a CBC, including quantitative platelet determinations, as well as bone marrow examination to determine the nature of platelet production (megakaryocytopoiesis). Other diagnostic procedures may include determination of bleeding time, Rumple-Leede capillary fragility test (the tourniquet test), and studies of coagulation time and clot retraction [8].
Most patients with acute ITP recover spontaneously and never have a recurrence. Patients with chronic ITP rarely undergo spontaneous remission. After a diagnosis of chronic ITP, steroid therapy is initiated in an attempt to decease or diminish the immunologic (antigen-antibody) response of the reticuloendothelial system and decrease sequestration of thrombocytes by the spleen. The patient continues steroid therapy for several weeks to several months. If the circulating platelet count does not improve, splenectomy may be performed; this procedure usually restores platelet count to normal or near-normal levels by removing the primary organ involved in platelet destruction and the removal of platelets from the circulation [8].
If the patient is anemic from severe blood loss, a diet high in protein and iron should be implemented. Small, frequent meals may be more manageable for the anemic patient [13].
Hospitalization is required for diagnosis of ITP. Nursing care is aimed at both preventing bleeding episodes and promoting patient education about the disease process and the diagnostic procedures. The most common and life-threatening problem is hemorrhage. During hospitalization, monitor the patient continuously for signs or symptoms of hemorrhagic shock. The central nervous system is particularly vulnerable during thrombocytopenia. Therefore, make every effort to provide a safe environment for the thrombocytopenic patient. Suggested nursing interventions during hospitalization include testing urine, stools, and emesis for occult blood; providing footwear for the ambulating patient; avoiding rectal temperature determination, intramuscular injections, and rectal medications; administering platelet concentrates, if needed; and offering mouth rinses composed of hydrogen peroxide and water or normal saline in lieu of routine oral hygiene using toothbrushes [2].
Nursing assessments during hospitalization are related to thrombocytopenia. The progression or resolution of petechial and purpuric hemorrhages needs close monitoring; daily documentation of these lesions by a consistent caregiver is ideal. Pallor or paresthesia of an extremity distal to ecchymotic areas or to hematomas may signal loss of vascular integrity and compromised tissue oxygenation to that extremity. Assess the patient's level of consciousness regularly and immediately report subtle changes in orientation or personality to the physician [2].
The majority of patients with acute ITP have spontaneous remission and may be discharged when platelet counts are greater than 50,000/mcL. Circulating platelets are then regularly assessed (in an outpatient clinic or health provider's office) until the platelet count is normal. Stress that protected headgear may be needed while the patient plays or rides in a car. Teach the signs and symptoms of relapse (increased tendency to bruise, recurrence of petechiae, and epistaxis) [2].
Chronic ITP requires even more challenging nursing management. In addition to the nursing assessments and interventions already mentioned, patient education about steroid therapy is needed. Explain the rationale for its use and the side effects common to steroid consumption. Tell the patient that compliance with the prescribed dose and frequency is of utmost importance in avoiding dangerous or life-threatening complications. Have the patient seek medical attention immediately if for any reason he or she cannot continue taking the medication orally [2].
When conventional conservative steroid therapy is contraindicated, splenectomy is recommended. Additionally, steroid therapy (if the patient is not already weaned) is continued throughout the postoperative period to promote adaptation to the stress of surgery. Platelet concentrations are administered throughout the intraoperative and post-operative periods to decrease the likelihood of more hemorrhagic episodes. After discharge, the patient's platelet level is monitored closely to detect the return to normal levels. Thrombocytopenia usually does not recur following splenectomy, but discharge teaching following surgery should include signs and symptoms indicating a relapse [2].
In granulocytopenia, the quantity of circulating granulocytes is dramatically reduced. The absolute granulocyte count in these counts is less than 500/mcL. Although neutrophils, eosinophils, and basophils are all granulocytes, the clinically significant affected cell type is the neutrophil. Neutrophils seem to be the granulocyte most important in fighting bacterial infections. An inverse relation has been demonstrated between the percentages of neutrophils and the rate of bacterial infection; that is, as the percentage of neutrophils decreases, the infection rate increases. Agranulocytosis involves the same defect, although the condition is more severe. Granulocytopenia and agranulocytosis predispose the patient to repeated, sometimes overwhelming infections. Granulocytopenia may be acute or have a more chronic pattern. Chronic granulocytopenia usually does not carry as large a risk of bacterial infection as the acute variety, but infection is a lifelong threat [9,21].
Granulocytopenia may be caused by either decreased production of granulocytes, increased utilization of granulocytes, or both. In addition, a shortened granulocytes life span may further depress the number of granulocytes. One of the most frequent causes of granulocytopenia is medication. Antineoplastic chemotherapeutics probably cause bone marrow suppression and resultant granulocytopenia. Examples of these medications are the antimetabolites (6-mercaptopurine and methotrexate), alkylating agents (nitrogen mustard and cyclophosphamide), and plant alkaloids (vincristine sulfate). Other common medications—gentamicin, chloramphenicol, benzene and benzene-derivatives drugs, phenothiazines, diphenylhydantoin, and colchicine—also cause granulocytopenia, although in a less predictable manner. Other causes of granulocytopenia include radiation overexposure, hypersplenism, sepsis, and alcohol abuse, among others [9,21].
A major problem for the patient with granulocytopenia is the accurate recognition and diagnosis of infection because its signs and symptoms in the presence of granulocytopenia ae unpredictable. Patients with acute granulocytopenia have the most life-threatening infections. Total WBC counts may dip to less than 500/mcL, the percentage of neutrophils drop, and overwhelming bacterial and fungal sepsis can develop [21].
Fever is present during infection, but the usual signs and symptoms are not typical. Inflammatory response with the production of purulent matter may not present, and the usual natural elevation of leukocytes is not found. Thus, granulocytopenia patients present a difficult diagnostic picture [21].
Suspected infection is treated aggressively with broad spectrum antibiotic therapy. Antimicrobial treatment is initiated as soon as cultures have been taken. After the micro-organism has been identified, the antibiotic regimen can be altered as needed to conform to the sensitivity test. Multiple antibiotics are usually prescribed, and IV delivery is the route of choice [9].
In acute granulocytopenia, bone marrow recovery is usually rapid after the removal of the offending stimulus. The peripheral blood count may show some atypical (immature) forms during the recovery phase, but recovery is usually complete and sustained. In chronic granulocytopenia, androgens and corticosteroids can restore the normal hematologic picture. These agents have not been found useful in the management of acute granulocytopenia, however granulocytes may be administered during the initial stages of acute granulocytopenia [9].
The nurse must identify patients at risk for developing granulocytopenia and have knowledge of medications with potential side effects or adverse reactions of blood dyscrasias. Granulocytopenia is not preventable nor predictable, but anticipation of potential problems may save the patient's life [3].
After infection is suggested, the stimulus precipitating the granulocytopenia is removed, if possible. The most likely cause is a medication, which should be stopped immediately. The patient should be isolated from potential carriers of infection. Visitors may need to be screened. Staff members with bacterial or fungal infections should not come into contact with these patients, and even staff members with minor viral infections should not care for them. Patients with severe granulocytopenia are sometimes placed in protective or reverse isolation. This practice is controversial, however [3].
As already mentioned, the usual signs and symptoms of infection are not reliable with granulocytopenia. Nevertheless, the nurse should monitor the patient's temperature frequently. Continuously assess potential sites of infection, such as the skin and mucous membranes, lungs, ears, mouth, and gastrointestinal and genitourinary tract. Above all, listen to the patient who may provide the best clues to the source of infection [3].
Nursing management of the patient experiencing acute granulocytopenia is similar to that of the patient with leukemia experiencing leukopenia. Patients with chronic granulocytopenia on steroid androgen therapy need emotional support to deal with the body-image side effects of this therapy. Educating them on the potential masculinization effects of both drugs may help them cope when these side effects appear [3].
Additional patient education centers around recognizing signs and symptoms of infection until hematologic recovery occurs and avoiding potential sources of infection. Instruct patients on the method of measuring body temperature using the oral or axillary route, as well as the specific signs and symptoms of infection. In addition, instruct them to seek medical attention immediately with any manifestations of infection. Typically, infections in these patients are from their own normal flora; however, they should still be encouraged to avoid large crowds and contagious people whenever possible [3].
Immunologic disorders of the blood-forming organs affect the body's ability to resist infectious agents. These disorders may be congenital or acquired. Without an adequate immune system or a competent bone marrow, the patient is prone to life-threatening infections. There have been advances in the medical management of immunologic disorders. Children with severe combined immunodeficiency (a genetically inherited immune disorder) usually die by 2 years of age. Continued research into the immune system may discover new advancements in treatment for severe immunologic disorders [4].
Agammaglobulinemia, an acquired or inherited depression in gamma globulin synthesis, renders the patient susceptible to recurrent episodes of infection. Males and females are equally affected. The cause of most cases of acquired agammaglobulinemia is unknown. Likewise, there is no definite pattern of inheritance in the genetic variety. However, the incidence of immunologic disorders seems to be increased in family members of patients with primary agammaglobulinemia [19].
The patient with acquired agammaglobulinemia has current pyogenic infections, especially sinusitis and pneumonia. A sprue-like syndrome is also frequent. The majority of adults with agammaglobulinemia have diarrhea, steatorrhea (fatty stools), protein-losing enteropathy, and malabsorption problems. Another clinical feature is noncaseating granulomas of the liver, spleen, skin, and lungs. Hepatosplenomegaly may be present. Furthermore, these patients have a markedly increased incidence of autoimmune disease, and their immunoglobulin G (IgG) levels are low [19].
Steroid therapy is useful in treating agammaglobulinemia. Lifelong immunoglobulin replacement therapy is necessary to supply missing antibodies; metronidazole, an effective amebicide, is prescribed for patients with the sprue-like syndrome. Patients with this syndrome take a diet free of milk, milk products, and gluten [19].
The nursing management of acquired agammaglobulinemia centers around patient teaching. Topics should include signs and symptoms of infection that necessitate health care; diet and medication instruction for patients having a sprue-like syndrome; and detailed instructions of steroid therapy [3].
Neoplastic disorders of the blood and blood-forming organs include leukemias, lymphomas, and multiple myeloma. These disease processes can involve infiltration and disruption of normal bone marrow functions and alteration of the usual protective mechanism of the immune system [63,107].
Neoplastic disorders render the patient susceptible to invasion and attack by infectious, and unable to tolerate normal daily activities. Furthermore, the diagnosis of cancer interrupts the patient's normal psychosocial equilibrium. Fears and uncertainty about all matters of everyday life place great strain on the patient and the patients' family unit [63,107].
Leukemia is characterized by an accumulation and proliferation of abnormal cells in the bone marrow. There are large numbers of immature white blood cells. The leukemic cells are initially confined to the bone marrow but subsequently invade the other organs and tissues as well as the peripheral blood. The accumulation of the leukemic cells in the bone marrow prevents normal hematopoiesis. The result is functionally incompetent bone marrow. The patient's peripheral WBC count is generally greater than 5,000/mcL. It is possible, however, to have a WBC count near or below normal limits and still have leukemia [108,109].
The exact cause of any of the leukemias is not known, although the pathogenesis is clearly multifactorial. Review of the literature reveals possible chemical, viral, radiation, and genetic stimuli preceding the development of leukemia. It is nearly impossible, however, to identify the causative factor or factors for individual patients diagnosed with leukemia [108,109].
Leukemia occurs in acute forms (involving proliferation of immature cells) and chronic forms (involving proliferation of mature cells) and can affect the erythrocyte or any of the white cell precursors. The four most common types of leukemia are: acute lymphocytic leukemia (ALL), chronic lymphocytic leukemia (CLL), acute myeloid leukemia (AML), and chronic granulocytic leukemia (CGL). The principles guiding nursing management are similar for all the leukemias [108,109].
Acute Lymphocytic Leukemia (ALL)
ALL represents a heterogeneous group of biologic subtypes of leukemia and is classified into two principal types depending on the lymphocytes from which it develops. Most cases of B-lymphocyte ALL originate in cells early in the development of B cells and are therefore designated as precursor B-cell type [110]. Research has demonstrated that childhood ALL is initiated in utero, with another event required for full malignant transformation [111,112]. DNA injury leads to the uncontrolled development of leukemic lymphoblasts in the marrow, which causes a deficiency of normally functioning blood cells. As a result, anemia, thrombocytopenia, and neutropenia occur.
ALL accounts for 82% of leukemias in children and adolescents [113]. The incidence of ALL varies according to sex, age, and race/ethnicity. ALL is more common among male children/adolescents (40 per million) than among female children/adolescents (31 per million) [113]. ALL typically develops in children between 1 and 9 years old, with a sharp peak in the incidence for children 1 to 3 years old [113]. The incidence of ALL is highest in the American Indian/Alaska Native population and lowest in the Black population [113].
Chronic Lymphocytic Leukemia (CLL)
Chronic lymphocytic leukemia is a proliferative disorder of lymphoid tissues. Abnormal and incompetent lymphocytes initially are found in the lymph nodes; the disease progresses to involve the reticuloendothelial system (liver and spleen) and invade the bone marrow. The abnormal and incompetent lymphocytes accumulate in the blood. Eventually, the lining of the respiratory and gastrointestinal tracts, as well as the skin, are infiltrated by leukemic cells. As the disease process continues, abnormal lymphocytes eventually replace normal bone marrow elements. This process interferes with normal myelopoiesis, erythropoiesis, and megakaryocytopoiesis [109].
Unlike ALL, the lymphocytes in CLL are immunologically incompetent. Hypogammaglobinemia is a characteristic of the late stage of the disease. The defect seems to involve immunoglobulin-producing B-lymphocytes. Chronic lymphocytic leukemia has an insidious onset and is usually found by accident upon routine blood count examination. It is the most common leukemia of the Western hemisphere and primarily affects the elderly population [109].
Acute Myeloid Leukemia (AML)
Acute myeloid leukemia refers to a spectrum of hematopoietic malignant diseases, but AML accounts for the majority of cases. Although AML is less prevalent than ALL, AML is more lethal, accounting for approximately 30% of childhood leukemia-related deaths [114]. AML involves the malignant transformation of stem cells or progenitor cells in the bone marrow.
Chronic Granulocytic Leukemia (CGL)
Chronic granulocytic leukemia (CGL) is a malignant disorder characterized by an abnormal and excessive accumulation and overgrowth of mature granulocytes in the bone marrow, blood, and spleen. These abnormalities are associated with a unique chromosomal abnormality, the Ph1 (Philadelphia) chromosome. The granulocytes also seem to have lengthened life spans and may or may not retain their ability to fight infection through phagocytosis [108,109].
The onset and progression of CGL are insidious. Remission may last for as long as four years, but almost 70% of patients undergo an acute transformation, or "blast crisis." In this stage, the leukemia resembles AGL but is not amenable to chemotherapy; death usually occurs within months [108,109].
Approximately 20% of all leukemias in the Western hemisphere are CGL. The disease occurs in adolescence, but it is more likely to occur between 25 and 60 years of age, with the peak incidence in the fourth decade of life. In the neonate, CGL tends to have a rapid progression of infiltration and invasions [108,109].
There is a wide variation in the signs and symptoms of leukemia, and the onset is usually acute. However, in some cases, symptoms are insidious and persistent [110]. On average, symptoms are present for four to six weeks before diagnosis and are associated primarily with leukemia-related pancytopenia [110,115].
In taking a history from the patient and/or a parent or caregiver, the clinician should determine if any of the following symptoms have been present:
Fever
Fatigue or weakness
General malaise or loss of well-being
Easy bruising or increased bleeding
Anorexia or weight loss
Dyspnea on exertion
Discomfort in bones and/or joints
Headache
Seizures
Vomiting
A low-grade fever of unknown etiology is the most common symptom associated with ALL [110]. If fever has persisted for more than two weeks, further evaluation for leukemia is warranted. Findings on physical examination that should prompt diagnostic testing for leukemia include pallor, petechiae, ecchymoses of the skin or mucous membranes, or lymphadenopathy (enlargement of more than 2 centimeters). Splenomegaly or hepatomegaly is evident at the time of diagnosis in most patients with acute leukemia [110].
Many of the symptoms related to leukemia are associated with other diseases and conditions, and care is needed in making a differential diagnosis. Lymphadenopathy may be related to infectious mononucleosis or other infection, but a lack of a response to a routine course of antibiotics should prompt laboratory testing consisting of a complete blood cell count (CBC) with differential and a reticulocyte count. The likelihood of leukemia is high when such testing demonstrates anemia, thrombocytopenia, leukopenia, high mean corpuscular volume, and reticulocytopenia [116]. Light microscopy of stained blood cells can demonstrate leukemic blast cells; blast cells may also be present on the peripheral blood smear. However, blast cells are often present in the bone marrow only.
The treatment of leukemia varies according to the type and is risk-adapted. This approach prevents overtreatment of patients at low risk for relapse and provides sufficient cytotoxicity for those at high risk for relapse or treatment failure. Investigators continue to explore both different doses of chemotherapy agents, timing and intensity, and different drug combinations to achieve better rates of remission, disease-free survival, and overall survival.
ALL
With one exception, all types of ALL are treated with an approach that includes the following phases [117]:
Remission induction therapy (at the time of diagnosis)
Postinduction therapy (after achieving complete remission), including:
Consolidation/intensification therapy
Continuation (maintenance) therapy
CNS prophylaxis
The exception to this approach is B-cell ALL. B-cell ALL is histologically similar to Burkitt lymphoma, and it is, therefore, treated according to protocols for advanced Burkitt lymphoma without marrow involvement, which consists of short-term intensive chemotherapy (high-dose methotrexate, cytarabine, and cyclophosphamide) [118,119].
The biologic and molecular characteristics of leukemia are becoming better understood with the advent of genetic technology. As this enhanced knowledge leads to further distinction of subgroups according to molecular characteristics, research is focusing on the development of novel therapies to target molecular abnormalities, a type of treatment that has dramatically changed treatment and outcomes for several types of cancers in adults. Several such drugs are in early studies of children/adolescents with leukemia [120]. Imatinib (an oral drug that has been successful in adults) received FDA approval in 2013 for treatment of pediatric Philadelphia chromosome-positive (Ph+) ALL [121].
AML
The treatment of patients with acute myeloid leukemia (AML) is based on whether the disease is newly diagnosed (previously untreated), in remission, or recurrent. Also, the intensity of the treatment and the patient's overall health status are considered when choosing a treatment approach. Successful treatment of AML requires the control of bone marrow and systemic disease, and specific treatment of central nervous system (CNS) disease, if present. The cornerstone of this strategy includes systemically administered combination chemotherapy. Because only 5% or fewer of patients with AML develop CNS disease, prophylactic treatment is not indicated [122].
CLL
Treatment of patients with chronic lymphocytic leukemia (CLL) must be individualized based on the clinical behavior of the disease. Because this disease is generally not curable, occurs in an older population, and often progresses slowly, it is most often treated in a conservative fashion. Therapy often begins when patients develop profound cytopenias, or when symptoms, such as enlarging bulky lymphadenopathy or debilitating symptoms, substantially impact their quality of life [123].
CML
Treatment of patients with chronic myeloid leukemia (CML) is usually initiated at diagnosis, which is based on the presence of an elevated white blood cell count, splenomegaly, thrombocytosis, and identification of the BCR::ABL1 translocation. The optimal front-line treatment for patients with chronic-phase CML involves specific inhibitors of the BCR::ABL1 tyrosine kinase. Although imatinib mesylate has been extensively studied in patients with CML, TKIs with greater potency and selectivity for BCR::ABL1 than imatinib have also been evaluated. Bariatric surgery may impede proper absorption of oral TKIs, resulting in suboptimal responses. Allogeneic BMT or SCT has also been used with curative intent [124].
Nursing care of all patients with leukemia centers around preventing complications of bleeding and infection. Provide information on potential or actual neutropenia, anemia, and thrombocytopenia caused by replacement of the normal bone marrow cellular element by leukemic cells or destruction by antineoplastic chemotherapy. Chemotherapeutic treatment also can lead to bone marrow suppression [3].
Lymphomas arise from lymphoid cells. The distinction between Hodgkin and non-Hodgkin lymphoma is defined by the presence of Reed-Sternberg cells in Hodgkin lymphoma [125]. The two types of lymphoma differ from each other in several ways, including clinical behavior, biology, and histopathologic features.
Hodgkin lymphoma was first described in 1832 by Thomas Hodgkin as a "peculiar enlargement" and "affection" of the lymph nodes of the neck and other areas of the body, along with enlargement of the spleen and possibly the liver; there were often deposits of firm tubercle-like nodules in the spleen and liver [125]. The malignant cells, subsequently named Reed-Sternberg cells, arise from B lymphocytes and exist with Hodgkin cells (large, mononuclear cell variants) within an immunoreactive background consisting of lymphocytes, eosinophils, neutrophils, histiocytes, plasma cells, fibroblasts, and collagen [125]. According to the WHO/REAL system, Hodgkin lymphoma may be categorized as classical and nonclassical [126]. Classical Hodgkin lymphoma is further categorized into four subtypes: lymphocyte predominant, nodular sclerosis, mixed cellularity, and lymphocyte depleted [126,127,128].
Clinical Manifestations
The clinical presentation of lymphoma is similar to that of leukemia in several ways, and the course of diagnostic testing is also similar. However, some signs and symptoms of lymphoma are distinct from those of leukemia. Furthermore, there are differences even between the two types of lymphoma, especially with regard to the sites of disease.
Imaging studies are done not only to determine or confirm the presence of lymphoma but also to assess the extent of disease, which assists in staging as well as in establishing a baseline for monitoring response to treatment. As with leukemia, immunophenotyping and cytogenetic analysis are done to determine the cell lineage of disease, evaluate the pattern of CD antigen expression, and identify chromosomal abnormalities. The role of these studies in the diagnosis of lymphoma is not discussed here, as other factors currently play a more significant role in prognosis.
The suspicion of Hodgkin lymphoma is increased when B symptoms are present with lymphadenopathy or splenomegaly. Patients may also have nonspecific systemic symptoms, such as fatigue and anorexia. In some patients, generalized pruritus may be present for months before lymphadenopathy is found, and excoriations may be evident as a result of excessive scratching [129]. On physical examination, the most common finding is a persistent, painless adenopathy, usually in the supraclavicular or cervical area [116,129]. As noted, reactive lymphadenopathy is common in children/adolescents, making it necessary to carefully evaluate patients to first rule out other infectious or inflammatory conditions. Involvement of the supraclavicular nodes should prompt earlier evaluation for Hodgkin lymphoma, as the cervical nodes are most commonly involved in infection and inflammatory conditions. Infectious mononucleosis can be distinguished from Hodgkin lymphoma by the presence of symmetrical cervical lymphadenopathy with pharyngitis. A tuberculin test may be helpful to rule out tuberculosis, which also may have similar clinical characteristics.
Classification and Staging
Hodgkin lymphoma is classified histologically according to four subtypes. Nodular sclerosis is the most common subtype, representing approximately 72% of the cases of pediatric Hodgkin lymphoma. This subtype occurs most frequently in adolescents, and the mediastinum is involved in 80% of cases [125]. Mixed cellularity Hodgkin lymphoma accounts for approximately 25% of pediatric Hodgkin lymphoma, most frequently developing in children younger than 10 years of age [125]. It is usually associated with the peripheral lymph nodes of the upper part of the body.
The American Joint Committee on Cancer has adopted the Lugano classification system to evaluate and stage lymphoma. The Lugano system replaces the Ann Arbor classification system (which was adopted in 1971). The Lugano system categorizes the disease as stage I through IV according to the extent of lymph node involvement [130]. The system is based on the premise that Hodgkin lymphoma progresses along contiguous lymph nodes [131]. Within this classification system there are additional designations that are applied to further define symptoms and disease [131].
Diagnostic Tests
The diagnostic work-up for suspected Hodgkin lymphoma includes laboratory testing and imaging studies to evaluate the site and extent of disease. Laboratory testing should begin with a CBC with differential and an erythrocyte sedimentation rate. The results of the CBC may be nonspecific, demonstrating neutrophilia, eosinophilia, and thrombocytosis [125,129]. Lymphopenia and normochromic normocytic anemia are indicators of extensive disease [132,133]. In the presence of other signs of Hodgkin lymphoma, elevations of the erythrocyte sedimentation rate, lactate dehydrogenase level, and ferritin level may be further indicators of Hodgkin lymphoma [116]. An elevated level of alkaline phosphatase may indicate metastatic bone disease, and further testing should be done to determine if there is skeletal involvement [129].
Evaluation of a bone marrow sample is usually not routinely done. Bone marrow involvement is a characteristic of primarily lymphocyte-depleted Hodgkin lymphoma, which is rare in the pediatric population; approximately 10% to 15% of children/adolescents will have bone marrow involvement at the time of the initial diagnosis [125]. The frequency of bone marrow involvement is higher for older male children who have constitutional symptoms. Bone marrow biopsy should be limited to patients who have B symptoms and in whom advanced disease is suspected [129].
A diagnosis of Hodgkin lymphoma can be confirmed only through evaluation of a specimen from an involved lymph node, and biopsy should be done when there is no response to a course of antibiotics. The biopsy technique depends on the site of the involved node. Excisional biopsy is often the preferred technique, as it allows for better determination of the histologic subtype [129]. However, the least invasive procedure should be used [134,135]. Thus, fine-needle aspiration may be more appropriate if the involved node is in the thoracic or abdominal cavity, and CT can be used to guide biopsy in these situations.
Therapeutic Measures
The risk-adaptive approach to the treatment of Hodgkin lymphoma involves planning treatment according to prognostic variables such as stage of disease, presence of B symptoms, and tumor bulk [136]. Disease is classified as being low, intermediate, or high risk. Low-risk disease is defined as localized Hodgkin lymphoma (stage I or II and sometimes IIIA) with no B symptoms or tumor bulk. Intermediate-risk disease usually includes stage I or II disease with unfavorable features (B symptoms, tumor bulk, involvement of three or more lymph node regions, and/or extranodal extension to contiguous structures) [129]. Stages III and IV typically represent high-risk disease.
Ongoing trials for patients with favorable-risk (low-risk) disease are evaluating the effectiveness of treatment with fewer cycles of combination chemotherapy alone that limit doses of anthracyclines, alkylating agents, and radiation therapy. Contemporary trials for patients with intermediate/unfavorable disease are testing whether chemotherapy and radiation therapy can be limited in patients who achieve a rapid early response to dose-intensive chemotherapy regimens. Trials are also testing the efficacy of regimens integrating novel, potentially less-toxic agents such as brentuximab vedotin [137].
Specific Nursing Measures
Nursing management of the patient with Hodgkin disease is complex. Emotional support and patient education are important in all phases of care. Even patients with disseminated disease have a chance for long-term disease-free periods, and those with localized disease have an excellent chance for cure [138].
During the diagnostic phase, the patient may seem overwhelmed by the number and invasiveness of the diagnostic procedures. Explain all procedures thoroughly to the patient and family. Be alert to the need to have questions clarified and to ventilate feelings [138].
The remission-induction phase brings new challenges to the patient, the patient's family or friends, and the nurse. These patients are prone to the same problems as anyone receiving radiation therapy or chemotherapy. Because the majority of patients with Hodgkin disease are between 20 and 40 years of age and are receiving radiation therapy, chemotherapy, or both, reproduction may be impaired. Sperm banking offers the male patient the possibility of fathering a normal offspring at a later time. Especially troublesome are problems caused by nausea and vomiting, bone marrow suppression, and alopecia. The patient with nausea and vomiting is prone to developing disturbances in electrolyte balance. Thus, antiemetics should be given routinely, and IV fluids must be regulated to maintain homeostasis [138]
Bone marrow suppression can lead to leukopenia, anemia, and thrombocytopenia. These conditions make the patient prone to the problems of infection, deficits of oxygen transport, and major and minor bleeding episodes. Monitor the patient's complete blood count and note when the values are low. These patients are at great risk for Pneumocystis carinii pneumonia [138].
During leukopenia episodes, the major nursing goal is prevention of infection. Patients should avoid crowds and frequently assess themselves for signs and symptoms of infection. This self-assessment necessitates detailed instructions by the nurse [138].
Oxygen transport problems may be caused by anemia or a large mediastinal mass. Patients with these problems should be encouraged to alternate activity with rest periods. Use of a Flower's or semi-Fowler's position for resting or sleeping may relieve dyspnea. Monitoring the patient's heart and respiratory rates before and after activity may provide clues to the patient's ability to tolerate activity. When anemia is severe, administer blood component therapy in the form of packed RBCs [138].
Overt or occult bleeding episodes are another patient problem caused by bone marrow suppression. Special oral hygiene using soft toothbrushes may be needed to prevent gingival oozing. Straight-edged razors and drugs interfering with platelet function are contraindicated [138].
Body image changes may be difficult for the patient to endure and may damage self-esteem. Patients 20 to 40 years of age (the age group most commonly affected by Hodgkin disease) undergo many changes. They are establishing intimate relationships, planning families, and attaining career goals. This is one of the most productive periods of life. The diagnosis of Hodgkin disease, even with its good chance for cure, still brings the fears associated with cancer. Fertility may be impaired for the patient receiving radiation therapy or antineoplastic chemotherapy. The therapies are teratogenic; they cause an increased rate of spontaneous abortion or genetically defective offspring. Feeling of loss of control, rejection, and isolation may overwhelm the patient [138].
The nurse is in a prime position to offer these patients emotional support, restore feelings of control, and relief from some of the feelings or rejection and isolation. Establish a trusting relationship as early as possible in the diagnostic phase. Use a calm, unhurried, reassuring approach whenever interacting with these patients. Provide accurate information about Hodgkin disease, radiation therapy, and chemotherapy, and correct misconceptions about the disease process. Allow patients to make decisions about their schedules whenever possible. Attempt to meet any physical and emotional needs they may have [138].
Non-Hodgkin lymphoma is a heterogeneous group of malignant tumors of lymphoreticular cells that arise from both mature and blastic B cells and T cells [139]. Non-Hodgkin lymphomas in children/adolescents differ from those in adults in that adult lymphomas are more clinically aggressive.
There are nearly 30 different types of non-Hodgkin lymphoma. In children the most common are Burkitt lymphoma and diffuse large B cell lymphomas (both developing from B lymphocytes) and anaplastic large-cell lymphoma and lymphoblastic lymphoma (which typically arise from T cells). In adults, the most common type is diffuse large B-cell lymphoma.
Clinical Manifestations
The clinical evaluation and diagnostic testing for non-Hodgkin lymphoma is similar to that for Hodgkin lymphoma. Lymphadenopathy should be evaluated, and infectious or inflammatory conditions should be ruled out before a biopsy is performed. The sites of disease and associated symptoms vary according to the histopathologic type of non-Hodgkin lymphoma [140,141,142]. Most patients will have advanced disease at the time of presentation [141,143].
Therapeutic Measures
As with Hodgkin lymphoma, the treatment of non-Hodgkin lymphoma is based on the extent of disease, with the intensity of treatment being increased for more extensive disease [144]. Because non-Hodgkin lymphoma in children is considered to be widely disseminated from the outset, even when apparently localized, combination chemotherapy is recommended for most patients [143]. The event-free survival has been better in some studies in which surgical resection was done. So, there may be some value to this approach if resection can be readily accomplished, especially in cases of large tumor masses [140]. Treatment often consists of a cytoreduction phase to reduce tumor burden, followed by a consolidation phase.
For most studies of treatments done in the United States, patients are categorized into three risk groups: low-risk, which is completely resected stage I disease or stage II abdominal disease; high-risk, which consists of CNS involvement with or without bone marrow involvement; and intermediate-risk, which encompasses disease that is not eligible for the other two groups [140]. Treatment also varies according to the pathologic subtype.
B-cell non-Hodgkin lymphoma can be treated with two or three cycles of combination chemotherapy after surgical resection if there is no measurable tumor burden [143,144,145]. The combination of vincristine, cyclophosphamide, doxorubicin, and prednisone has been highly effective in this setting [119]. A single-agent phase II study of rituximab performed by the BFM group showed activity in Burkitt lymphoma [146]. A pilot study from the COG added rituximab to baseline chemotherapy with FAB/LMB-96 therapy in patients with stage III and stage IV B-cell non-Hodgkin lymphoma [147,148]. For higher risk disease, the addition of two or three courses of chemotherapy, high-dose methotrexate, and high-dose cytarabine was also effective [119,149,150].
Multiple myeloma (MM) is a systemic malignancy of the plasma cells and accounts for approximately 1% of all cancers diagnosed in the United States. There is often confusion regarding the classification of MM as a malignancy. Although there is extensive bone destruction throughout the skeletal system created by malignant plasma cells, MM is not considered a bone cancer. It is considered a hematologic malignancy, with some similarities to leukemia in the areas of treatment and subsequent complications of impaired immunity [151]. While leukemic cells circulate in the blood, the malignant plasma cells associated with MM remain within the bone marrow compartment. These plasma cells proliferate in bone marrow [151].
Multiple myeloma is defined as a malignancy of plasma cells, specifically terminally differentiated B-lymphocytes. When plasma cells mutate or become aberrant, the Igs produced by plasma cells are homogenous or monoclonal. The myeloma cells produce and secrete the characteristic monoclonal protein (M protein) detected in serum or urine [151]. Various terms denote this paraprotein: protein spike, M spike that has been likened to a church spire, myeloma protein, and "sticky-m" protein. Identification of the M spike is detected by electrophoresis, a laboratory test that separates and identifies proteins [151]. When more light chains are produced than match the heavy chains, light chains are excreted by the kidneys and detected in the urine. This is termed Bence Jones proteinuria [155].
The overabundance of ineffective plasma cells incapable of providing humoral immunity results from MM. It is proposed that the mutation occurs in the genes responsible for Ig production, with genetic changes occurring late in the B-cell differentiation [155]. When B cells fail to mature and are incapable of performing their function by binding to invading pathogens or antigens, they undergo apoptosis or programmed cell death. The process of plasma cell maturation is termed "antigenic selection" [152,153,154].
It is not unusual for a diagnosis of MM to be determined during a routine physical examination in patients who have presented to the physician's office with totally unrelated symptoms [151]. Blood work usually initially reveals anemia or renal insufficiency, warranting further investigation. In the majority of patients, MM manifests itself between the fifth and seventh decades of life. Many patients attribute their symptoms of lower back or rib pain, fatigue, weakness, and feeling out of breath on exertion to the normal aging process. Patients report their back pain is not relieved at night when resting and increases with a change in position. Neurologic involvement, with paresthesias and sensory loss in the extremities, may also be a presenting symptom [156,157,158]. Patients may voice some frustration during the prediagnosis period, reporting frequent office visits for upper respiratory or recurrent urinary tract infections that never completely resolve.
Upon initial diagnosis, approximately 80% of the patients have pathologic disease with punched out areas of bone due to lytic lesions; some will have evidence of fractures [151,155]. Anemia, which may be quite severe, is the most common cause of weakness in patients with MM [151]. Seventy percent of patients presenting with this disease have anemia, and approximately 20% will have an elevated serum creatinine, showing signs of acute or chronic renal impairment [159]. Obviously, a more advanced stage of disease will reveal increased organ involvement or damage, evidenced by hypercalcemia and lytic bone lesions. For patients presenting with a more aggressive disease, this poses a serious problem requiring prompt intervention to halt the disease process [156,160,161]. Higher-risk patients are candidates for clinical trials at the discretion of the clinician [156]. The hallmarks of the disease—calcium elevation, renal insufficiency, anemia, and bone disease—are known by the acronym CRAB [155,162].
A risk-adapted, personalized approach is the most rational way to treat MM as it helps to ensure that patients are not undertreated (for aggressive disease) or overtreated (for indolent disease that will be slow to relapse), and there are many effective agents and combinations with differing indications and safety profiles [162]. Individuals with aggressive disease, younger biologic age, and few comorbidities typically receive intensive therapy (i.e., continuous high-dose therapy with autologous stem-cell transplant). Patients with nonmalignant smoldering or asymptomatic MM may require no immediate active treatment (e.g., no chemotherapy or immunomodulators) or therapy that is less intense and/or in intervals. Furthermore, treatments are tailored to variations in host and disease characteristics, sparing patients from excessive toxic effects.
For patients with symptomatic disease, treatment should begin as soon as possible. Modalities include [156,162]:
Stem cell transplant
Chemotherapy (oral or IV)
Glucocorticoids
Bisphosphonates
Immunomodulators
Proteasome inhibitors
Various combinations of these modalities are often used.
Polycythemia vera is a myeloproliferative disorder characterized by panmyelosis. Panmyelosis is characterized by marked erythrocytosis, leukocytosis, and thrombocytosis. Splenomegaly is also present. The erythrocytosis is so massive that hypervolemia and hypeviscosity of the blood result. The red blood cell mass may be two to three times normal without a concurrent rise in plasma volume. The hypeviscosity and thrombocytosis set the stages for the development of thrombi, which can affect every organ system of the body. Overt or occult bleeding episodes also accompany this disorder. Hypervolemiais thought to damage the walls of veins. Once damaged, veins may rupture from over distention [60].
Polycythemia vera has an insidious onset and a lengthy, progressive course. Eventually, the bone marrow undergoes myelofibrosis and osteosclerotic changes, anemia occurs, and immature granulocytes appear in the blood stream. Extension and infiltration of erythrocyte primarily, and to a lesser extent, leukocyte and platelets, into the spleen, liver, and lymph nodes can develop. Transformation of polycythemia vera into leukemia and other myeloproliferative disorders has been reported [60].
This disorder is primarily a disease of middle-aged and older adults. Incidence is slightly higher in males, but there is no known geographic or regional distribution. The exact etiology is unknown. A viral agent has been implicated in mice, but polycythemia vera is not transmitted by contact with patients or their blood [60].
The basic pathologic changes associated with polycythemia vera are caused by hypervolemia and hyperviscosity of the blood from erythrocytosis. Because this disorder is systemic, clinical manifestations are varied and may not suggest the underlying disease process. Any organ system may be involved [60].
Patients have alterations in their peripheral blood counts. The thermogram shows elevated levels of hemoglobin, circulating erythrocytes, hematocrit, and reticulocytes. Leukocytosis and thrombocytosis are also present. As in many myeloproliferative disorders, the basal metabolic rate is elevated without any evidence of alteration in thyroid function. Hyperuricemia and hyperuricosuria are also evident in the presence of leukocytosis. Symptoms of gouty arthritis may become apparent if uric acid levels are left untreated [60].
Patients may have elevated systolic and diastolic blood pressure, left ventricular hypertrophy, palpitations, and angina in response to the increase workload on the heart. Other cardiovascular signs and symptoms include dizziness, exertional dyspnea, and peripheral edema. Sluggish circulation with resultant thrombi formation may precipitate infarctions of the spleen, heart, and brain. CNS symptoms are the most frequent. Disturbances in cerebral blood flow may cause headaches, vertigo, tinnitus, and visual problems such as diplopia and blurred vision. Hypervolemia and consequent venous distention can cause esophageal varices and hemorrhoids. As already mentioned, hemorrhage can ensue when vessels are weakened and damaged. Some hemorrhages, such as bleeding esophageal varices, may be life threatening. Other bleeding may be minute, such as petechiae and ecchymosis. Epistaxis is common [60].
Peptic ulcer disease is 10 times more common in polycythemia vera patients than in the general population. The exact reason for this increased incidence is unknown. The predilection may involve thrombi formation to the stomach and ileum, or a disequilibrium between the gastric mucin and hydrochloric acid secretion may leave the gastric and intestinal mucosa unprotected by mucin [60].
Phlebotomy of pharmacotherapy is often used to return the thermogram rapidly to relative normalcy. After the peripheral blood count is normalized, radiation therapy or chemotherapy is begun [60].
The patient with polycythemia vera who has an increased basal metabolic rate may have lost weight before diagnosis. Small, frequent, high-calorie, high-protein meals should be served. Dietary supplements high in calories and protein may need to be added to the patient's nutritional regimen. The nurse should make mealtimes pleasant and productive and monitor the patient's weight carefully [60].
Regardless of whether there is an elevated basal metabolic rate or peptic ulcer disease, maintaining adequate hydration is essential for these patients. Dehydration compounds the hyperviscosity of polycythemia vera and may precipitant thrombotic episodes [60].
Nursing management of patients with polycythemia vera patients centers around reducing hypervolemia and hyperviscosity. Phlebotomy is not without risk. Volume loss may precipitate signs and symptoms of shock, so the assessment of vital signs and the signs and symptoms of hypovolemia during phlebotomy is crucial. Repeated phlebotomies may be necessary to reduce the viscosity of the blood adequately, and iron-deficiency anemia can result. Supplemental iron can correct this deficiency. Phlebotomy does not correct the panmyelosis of this disease; it only reduces hypervolemia and hyperviscosity. Nurses should keep the patient well hydrated [2].
When chemotherapeutic agents are administered, assess their adverse or toxic effects. Close monitoring of the peripheral blood count is necessary. Hyperuricemia can result from a dramatic and rapid deduction in leukocytes. A decreasing urinary output seen while accurately measuring the patient's intake and output may be the first indication of uric acid nephropathy. Stress the need for adequate activity to promote vascular integrity, prevent stasis, and promote a sense of control over life. Because these patients have a life expectancy of approximately 13 years after diagnosis, it is essential for them to return to their usual patterns of everyday life [2].
Patient education is another important aspect of nursing management to improve compliance with the medical and nutrition regiments. In addition, patient education may foster autonomy and sense of control over the disease process. Instruction should include explanations of the disease process, the rationale for phlebotomy and radiation therapy or chemotherapy, the importance of compliance with the dietary prescription and fluid needs, and the effectiveness of maintaining optimum activity levels. Encourage patients who smoke to reduce their smoking or stop altogether. Over a long time, smoking increases the hematocrit level, increasing the viscosity of the blood [2].
A 5-year-old girl is brought to the pediatric clinic by her mother. She reports that for the past week, her daughter has been very tired, lacks energy, sleeps more than usual, and has not had much of an appetite. Furthermore, there are unexplained bruises on her arms and legs. She was a full-term infant from an uncomplicated pregnancy and delivery. All immunizations are current. She has had only one childhood disease, measles, at 2 years of age.
The patient has one brother, 3 years of age, who is in apparent good health. The family history is unremarkable with one exception: The paternal grandmother died at 62 years of age from gastric cancer. The patient has not been exposed to ionizing radiation.
The patient's developmental milestones are on target. She can tie her shoes, print her own name, and likes to help with household tasks. She has no known allergies and is on no prescription or over-the-counter medications.
The physician completes a physical examination and orders CBC with differential and peripheral smear, a metabolic panel, and inflammatory markers. She also requests iron, vitamin B12, and folate levels.
On assessment, the child appears alert and interactive, but tired. Her height and weight are within normal limits. Assessment of vital signs finds:
Blood pressure: 109/67 mm Hg
Heart rate: 130 beats/minute (normal: 70–115 beats/minute)
Respiratory rate: 20 breaths/minute (normal: 17–27 breaths/minute)
Temperature: 99.6oF
Multiple ecchymoses and petechiae are noted on the arms, legs, and trunk, inconsistent with the reported level of activity. The patient also displays mild pallor of the skin and conjunctiva. The liver edge is palpable 3 cm below the right costal margin, and the spleen is palpable 2 cm below the left costal margin. Non-tender cervical and axillary lymphadenopathy is present. No bone or joint deformities are observed, though the child reports intermittent leg pain when asked directly.
Results of initial laboratory tests are as follows:
CBC with differential:
Hemoglobin: 8.1 g/dL (low)
Hematocrit: 25% (low)
WBC count: 32,000/mcL (elevated, with presence of blasts)
Platelet count: 45,000/mcL (low)
Peripheral smear: Shows numerous lymphoblasts with scant cytoplasm and large nuclei; decreased mature leukocytes and platelets
Metabolic panel: Elevated lactate dehydrogenase (LDH) and uric acid
Inflammatory markers: Within normal limits
Iron, vitamin B12, and folate levels: Normal
The constellation of unexplained bruising, pallor, hepatosplenomegaly, lymphadenopathy, and leg pain, combined with laboratory evidence of anemia, thrombocytopenia, leukocytosis with circulating blasts, and elevated LDH, is highly suggestive of ALL. Further diagnostic confirmation with bone marrow aspiration and immunophenotyping would be the next step.
A 29-year-old woman is admitted to the critical care unit following multiple traumatic injuries sustained in a motor vehicle accident. In the emergency department, her wounds are thoroughly debrided, cleansed, and sutured, and skeletal traction is applied for bilateral femoral fractures. During the first 24 hours of hospitalization, she remains in shock, requiring vasopressor support with dopamine as well as multiple transfusions of packed red blood cells.
Over the first several days, her condition stabilizes. However, on the fifth hospital day, staff observes new bleeding from multiple sites. Previously healed lacerations begin to ooze dark-red blood, and there is continuous bleeding from venipuncture and skeletal traction pin sites. She appears somnolent but remains oriented, though in moderate distress. Her vital signs show:
Blood pressure: 100/60 mm Hg
Heart rate: 98 beats/minute
Respiratory rate: 30 breaths/minute
Temperature: 98.9°F
Peripheral pulses are present but weak, and scattered rhonchi are heard throughout the lung fields.
Laboratory testing reveals a platelet count of 66 × 109/L, prolonged prothrombin and partial thromboplastin times, decreased fibrinogen, and markedly elevated fibrin degradation products and D-dimer. These findings, in the context of trauma and new bleeding, support a diagnosis of DIC.
Management focuses on supportive care and treatment of the underlying trauma-related triggers. The patient's hemodynamic status and bleeding are closely monitored, with serial laboratory evaluation of platelet counts, fibrinogen, and coagulation parameters. Because her presentation is dominated by bleeding rather than thrombosis, anticoagulation is not initiated. Instead, transfusion support is provided with platelets, fresh frozen plasma, and cryoprecipitate to replace clotting factors and stabilize hemostasis.
Throughout this period, the nursing team plays a central role in frequent assessment, ensuring comfort, monitoring for further bleeding, and promptly alerting the medical team to any changes in condition.
In this patient, trauma-related tissue injury and the ongoing systemic inflammatory response were identified as the triggers for DIC. Supportive care included close hemodynamic monitoring, oxygen therapy, and judicious fluid and blood product replacement. Transfusion therapy was initiated with platelets, fresh frozen plasma, and cryoprecipitate to correct consumptive losses and restore hemostatic balance. Replacement was guided by serial laboratory values, aiming to maintain platelet counts above 50 ×109/L in the presence of active bleeding, fibrinogen above 150 mg/dL, and near-normalization of PT and aPTT.
Although low-dose heparin can be considered in patients with DIC who have prominent thrombotic complications (e.g., purpura fulminans or extensive venous thrombosis), it is contraindicated in actively bleeding patients such as this one. Instead, therapy focused on supportive replacement and careful monitoring for organ dysfunction.
What key clinical and laboratory findings in this patient support the diagnosis of DIC, and how can nurses distinguish between bleeding-predominant DIC and other causes of postoperative or trauma-related bleeding?
In a patient with DIC who is actively bleeding, what are the nursing priorities for monitoring and intervention when transfusing platelets, fresh frozen plasma, and cryoprecipitate?
Why is heparin generally avoided in bleeding-predominant DIC, and under what clinical circumstances might anticoagulation be considered appropriate in patients with DIC?
A 62-year-old man presents to the emergency department with sudden onset of abdominal discomfort followed by the passage of several large, black, tarry stools. He becomes diaphoretic and develops chest discomfort, reminiscent of his recent myocardial infarction.
Three weeks earlier, he sustained a non-ST-elevation myocardial infarction (NSTEMI), which was managed without complication. A submaximal exercise treadmill test before discharge revealed no residual ischemia. At discharge, he was prescribed aspirin, clopidogrel, and metoprolol.
On examination, the patient appears pale, diaphoretic, and uncomfortable. Physical examination notes:
Blood pressure: 124/92 mm Hg supine, dropping to 95/70 mm Hg upon standing (orthostatic hypotension)
Heart rate: 104 beats/minute
Neck veins: Flat
Lungs: Clear
Cardiac exam: Tachycardic but regular rhythm, soft systolic murmur at the right sternal border, S4 gallop, nondisplaced apical impulse
Abdomen: Soft with active bowel sounds, mild epigastric tenderness, no guarding, rebound, masses, or hepatosplenomegaly
Rectal exam: Black, tarry stool, strongly positive for occult blood
The physician orders laboratory and cardiac testing, with the following results:
Hemoglobin: 5.9 g/dL
PT/PTT: normal
Renal and liver function: normal
ECG: Sinus tachycardia, T-wave inversion in anterior precordial leads, no ST elevation, no ectopy
Cardiac enzymes: CK 127 U/L with normal CK-MB, troponin I, and myoglobin
Based on the results of the assessment, the patient appears to be experiencing acute upper gastrointestinal bleeding, most likely from peptic ulcer disease exacerbated by dual antiplatelet therapy. His profound anemia (hemoglobin 5.9 g/dL) and orthostatic hypotension confirm significant blood loss leading to hemorrhagic anemia, complicated by myocardial ischemia due to reduced oxygen delivery.
The immediate focus in this patient is stabilization. Because he presents with profound anemia, orthostatic hypotension, and signs of cardiac strain, rapid intervention is required. Two large-bore intravenous lines should be placed, and isotonic fluids initiated to support perfusion while awaiting blood products. Given his hemoglobin level and the presence of ischemic symptoms, transfusion of cross-matched packed red blood cells is essential. In this setting, the threshold for transfusion is lower than in patients without cardiac disease, as the risk of ongoing ischemia outweighs the risks of transfusion.
Continuous cardiac monitoring is critical, as reduced oxygen delivery in the setting of recent myocardial infarction greatly increases the chance of recurrent ischemia or arrhythmia. Serial cardiac biomarkers should be followed to assess for evolving myocardial injury.
Because dual antiplatelet therapy contributes to his bleeding risk, aspirin and clopidogrel must be carefully reassessed in consultation with cardiology. Temporary interruption of clopidogrel may be necessary to control bleeding, but this decision must balance the risk of stent thrombosis or recurrent infarction against the acute risk of hemorrhage.
At the same time, urgent gastroenterology consultation is warranted for endoscopic evaluation and intervention. Endoscopy allows both identification of the bleeding source—likely a peptic ulcer given his medication history—and targeted therapy, such as epinephrine injection, thermal coagulation, or clip placement. A proton pump inhibitor infusion should be started promptly to promote clot stabilization and reduce the risk of rebleeding.
Overall, successful management requires close coordination between emergency medicine, gastroenterology, and cardiology teams to stabilize the patient, address the source of bleeding, and minimize the competing risks of hemorrhage and cardiac ischemia.
A 52-year-old man presents to his primary care physician with complaints of progressive fatigue over the past four to five months. Although he remains physically active, he has recently noticed shortness of breath during his daily jogs. He denies orthopnea, paroxysmal nocturnal dyspnea, lower extremity edema, melena, hematochezia, or hematemesis. He reports vague, intermittent left-sided abdominal discomfort unrelated to meals and acknowledges occasional use of over-the-counter ibuprofen for joint pain. There is no history of fever, chills, nausea, vomiting, or significant unintentional weight loss.
On physical examination, the patient weighs 205 lbs and is afebrile. He appears pale, with conjunctival and palmar pallor. There is no lymphadenopathy. Cardiac exam reveals a regular rate and rhythm with a soft systolic ejection murmur, likely flow-related. Lungs are clear to auscultation. The abdomen is soft, nontender, and without organomegaly. No peripheral edema, cyanosis, or clubbing is noted. Peripheral pulses are symmetric.
The patient's presentation is consistent with iron-deficiency anemia, the most common cause of anemia worldwide. In men, particularly those older than 50 years of age, iron-deficiency anemia should be considered a diagnosis of exclusion until a bleeding source is identified, most often within the GI tract. Chronic NSAID use may increase the risk of occult GI blood loss through mucosal injury and ulceration.
How can nurses play a role in ensuring timely identification of iron-deficiency anemia, particularly in patients who present with vague symptoms such as fatigue or exercise intolerance?
What nursing interventions and patient education strategies are most effective in supporting adherence to iron therapy and follow-up evaluation?
A 25-year-old African American man with a known history of sickle cell disease presents with a vaso-occlusive pain episode. He has required six hospital admissions over the past year for similar crises, most recently two months ago. Today, he reports severe abdominal and bilateral lower extremity pain, consistent with his prior episodes.
On assessment, he is febrile to 101°F, with a respiratory rate of 25 breaths per minute, blood pressure within normal limits, and a heart rate of 100 beats per minute. Lung auscultation reveals bronchial breath sounds and egophony at the right lung base. His oxygen saturation on 2 L/min oxygen via nasal cannula is 92%. In addition to his usual pain, he now reports pleuritic chest pain that worsens with inspiration.
Physical examination shows tenderness on palpation of the extremities but is otherwise unremarkable. Laboratory studies demonstrate leukocytosis, elevated reticulocyte count, and hemoglobin and hematocrit values slightly lower than his baseline. A peripheral smear reveals sickled and target cells.
Given the presence of chest pain, fever, hypoxemia, and abnormal lung findings, acute chest syndrome is suspected in addition to vaso-occlusive crisis.
The clinical presentation prompts an urgent diagnostic workup. A chest radiograph is ordered to assess for new infiltrates, as pulmonary involvement would confirm acute chest syndrome. Blood cultures are obtained to evaluate for possible infectious triggers, because infection is a frequent precipitant of both vaso-occlusive crisis and acute chest syndrome. Oxygenation is closely monitored with pulse oximetry, and arterial blood gases are considered to further assess the degree of hypoxemia. Laboratory studies, including a complete blood count, reticulocyte count, bilirubin, lactate dehydrogenase, and renal function, are obtained to establish a current baseline and guide ongoing management.
The initial management plan focuses on stabilizing the patient while addressing both pain and pulmonary complications. Supplemental oxygen is administered with a goal of maintaining oxygen saturation above 94%. Broad-spectrum intravenous antibiotics are initiated promptly in light of the fever and pulmonary findings, to cover both typical and atypical respiratory pathogens. Intravenous fluids are started to improve microvascular circulation, though careful monitoring is required to avoid fluid overload, which could worsen pulmonary status. Opioid analgesia is provided on a scheduled basis to ensure effective pain control, with close monitoring for respiratory depression. Incentive spirometry is introduced to promote lung expansion and reduce the risk of atelectasis, which is a known contributor to acute chest syndrome. The team prepares for possible red blood cell transfusion, either simple or exchange, should the patient's hypoxemia worsen, his hemoglobin fall significantly, or chest imaging reveal progressive infiltrates. Throughout care, hematology and pulmonology are engaged to provide coordinated, multidisciplinary management.
What clinical signs in this case suggest that the patient's vaso-occlusive crisis has progressed to possible acute chest syndrome, and why is it critical to recognize this complication early?
How can the nurse balance the need for aggressive IV hydration in a vaso-occlusive crisis with the risk of fluid overload in a patient suspected of developing acute chest syndrome?
This patient has had multiple hospital admissions for sickle cell pain crises in the past year. What strategies could be implemented in collaboration with the patient, hematology team, and primary care providers to reduce readmissions and improve long-term disease management?
With knowledge of hematologic structure and function and the dynamic pathology that intrudes and impedes normal function, the nurse can readily provide quality and often life-saving actions based on that knowledge. The awareness of why symptoms appear leads to quicker reporting to physicians of changes in the patient's condition. The nurse can also perform immediate interventions based on standing orders and the recognition of what needs to be done in order to provide safe, quality care. This knowledge changes what could be only technical care to professional care through use of decision-making skills built upon the knowledge of pathophysiology.

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