Protecting Specimen Integrity

Course Objectives
  1. Evaluate specimen suitability using identification, collection, and handling requirements.
  2. Apply processing, storage, and transport practices that preserve specimen integrity.
  3. Determine appropriate actions when specimen problems require clarification, documentation, or recollection.
Course Content
Course Creator:  Jayne Vanderstelt 
Total CE Hours: 1 Credit Hour 
Pace Course #:  586-3101-26 

Outline:
 
 
1. Introduction 
  • Course objectives
2. The Clinical Laboratory and Your Role
  • Laboratory departments and processing priorities
  • Hematology and cellular specimen preservation
  • Coagulation specimen requirements
  • Chemistry specimen preparation
  • Blood bank identification and traceability
  • Serology and immunology
  • Microbiology specimen handling
  • Knowledge Application: Enough Blood to Test?
3. Understanding Orders and Test Requirements
  • Panels and profiles
  • Comprehensive metabolic panel (CMP)
  • Lipid panel preparation and handling
4. Requisitions and Specimen Traceability
  • Specimen documentation and handoff
  • Barcode verification and identification
5. Receiving and Assessing Specimens
  • Initial specimen receipt and inspection
  • Specimen volume and container suitability
  • Mixing and clot assessment
  • Hemolysis, lipemia, and icterus
  • Knowledge Application: Can the Delay Be Corrected?
6. Preparing Blood Specimens for Testing
  • Whole blood, serum, and plasma
  • Centrifugation principles
  • Rotor types and processing conditions
  • Safe centrifuge loading and balancing
  • Equipment checks and processing verification
  • Post-centrifugation assessment
  • Aliquoting and specimen identification
  • Storage requirements
  • Specimen transport
  • Documentation of handling deviations
  • Rejection and recollection procedures
  • Knowledge Application: Which Patient's Aliquot?
  • Knowledge Application: Ready for the Couriers
7. Course Conclusion
  • Key takeaways

References:
 
1. Mayo Clinic Laboratories. (2019, October 14). Specimen collection and preparation guide. https://www.mayocliniclabs.com/it-mmfiles/specimen-prep-guide.pdf
2. Mayo Clinic Laboratories. (n.d.). Complete blood cell count (CBC) with differential, blood. Retrieved October 1, 2026, from https://www.mayocliniclabs.com/test-catalog/overview/9109
3. BD. (n.d.). BD Vacutainer SST tubes—367977. Retrieved October 1, 2026, from https://www.bd.com/en-us/products-and-solutions/products/product-page.367977
4. Labcorp. (n.d.). Blood specimens: Coagulation. Retrieved October 1, 2026, from https://www.labcorp.com/test-menu/resources/blood-specimens-coagulation
5. International Society of Blood Transfusion. (n.d.). 2. Pre-transfusion. https://www.isbtweb.org/communities/transfusion-practitioners/essentials-of-blood-transfusion-teaching/2-pre-transfusion.html
6. National Library of Medicine. (n.d.). Autoimmune diseases. MedlinePlus. https://medlineplus.gov/autoimmunediseases.html
7. Centers for Disease Control and Prevention. (2026, March 31). Collect adult blood culture sets. https://www.cdc.gov/lab-quality/php/preventing-adult-blood-culture-contamination/collect.html
8. Cleveland Clinic. (2024, July 3). Comprehensive metabolic panel (CMP). https://my.clevelandclinic.org/health/diagnostics/22058-comprehensive-metabolic-panel-cm
9. Ho, C. K. M., Chen, C., Setoh, J. W. S., Yap, W. W. T., & Hawkins, R. C. W. (2021). Optimization of hemolysis, icterus and lipemia interference thresholds for 35 clinical chemistry assays. Practical Laboratory Medicine, 25, Article e00232. https://doi.org/10.1016/j.plabm.2021.e00232
10. Mayo Clinic Laboratories. (n.d.). Lipid panel, serum. Retrieved October 1, 2026, from https://www.mayocliniclabs.com/test-catalog/overview/616696
11. Eppendorf. (n.d.). Basics in centrifugation: Calculating relative centrifugal force and selecting a centrifuge and rotors. https://www.eppendorf.com/gb-en/lab-academy/life-science/cell-biology/basics-in-centrifugation/
12. Eppendorf. (2021, June). Eppendorf rotors: Instructions for use. https://www.eppendorf.com/product-media/doc/en/053684_Supplement-sheet/Eppendorf_Centrifugation_Instructions-use_Eppendorf-Rotors.pdf
13. Eppendorf. (n.d.). Centrifuge safety. https://www.eppendorf.com/nz-en/lab-academy/life-science/cell-biology/centrifuge-safety/
14. Eppendorf. (2018, May). Centrifuge 5424 R: Operating manual. https://www.eppendorf.com/product-media/doc/en/330723/Centrifugation_Operating-manual_Centrifuge-5424-R.pdf