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Cheat sheet

Phlebotomy CPT Cheat Sheet

Safety + Compliance

26%of exam

Safety RulesPPE + IsolationExposureSharpsOSHA

Patient Preparation

20%of exam

Patient IDPatient SetupFastingConsentPositioning

Routine Blood Collections

28%of exam

Special Collections

12%of exam

Capillary BasicsSpecial DrawsBlood CultureGTTChain Custody

Processing

14%of exam

Quick Facts

Exam
NHA CPT
Items
100 scored + 20 pretest
Time
2 hours
Pass
390/500 scaled
Current exam
Jan 7 2026
Renewal
2 years + 10 CE
Pass rate
77.44% in 2025
Skills
30 venipunctures + 10 capillary

PPE Doffing

Gloves leave first; hands clean last

Gloves: most contaminatedGown: inside outMask: straps onlyHands: final clean

Syncope vs Hematoma

Syncope

  • Patient faints
  • Stop collection
  • Lower head

Hematoma

  • Blood leaks
  • Release tourniquet
  • Apply pressure

Patient reaction vs site leak

Complication Picker

  1. Syncope signsStop draw
  2. Hematoma formsRelease/pressure
  3. Nerve painRemove needle
  4. Seizure occursProtect patient
  5. NeedlestickWash/report
  6. Bleeding persistsMaintain pressure

Safety Rules

Standard Precautions
Treat blood infectious
Hand hygiene
Before and after
Sharps
Dispose immediately
Needle recap
Never by hand
Exposure
Wash, report, document
SDS
Chemical hazard sheet
OSHA BBP
Exposure control rules
Engineering controls
Built-in protection

Standard vs Transmission

Standard

  • All patients
  • Blood/body fluids
  • Baseline PPE

Transmission

  • Known risk
  • Extra isolation
  • Route-based PPE

Always vs added precautions

PPE + Isolation

Gloves
Every blood draw
Mask
Splash or droplet
Gown
Fluid exposure
Goggles
Eye splash risk
Contact
Gloves and gown
Droplet
Mask required
Airborne
Respirator route
Reverse
Protect patient

Patient ID

Ask, match, label before leaving

Ask patientMatch wristbandCheck requisitionLabel bedside

Patient ID

Two identifiers
Name plus DOB
Wristband
Match requisition
Requisition
Verify ordered tests
Consent
Explain and confirm
Allergies
Latex, adhesive, antiseptic
Fasting
Confirm before draw
Syncope risk
Seat or recline
Language barrier
Use interpreter

Patient Setup

Tourniquet
One minute max
Arm position
Downward and supported
Fist
Hold, do not pump
Site cleanse
Outward circles
Alcohol dry
Prevents sting/hemolysis
Bevel
Face up
Angle
15-30 degrees
Pressure
After needle removal

Draw Order

Cultures, blue, red, green, lavender, gray

Cultures: sterileBlue: citrateRed/gold: serumGreen: heparinLavender: EDTAGray: fluoride

Blue vs Lavender

Light blue

  • Citrate
  • Coag tests
  • Must fill

Lavender

  • EDTA
  • CBC tests
  • Cell preservation

Coag ratio vs hematology

Tube Picker

  1. CBC orderedLavender(EDTA)
  2. Coag orderedLight blue(Citrate)
  3. Serum chemistryGold SST(Clot first)
  4. Blood culturesSPS/sterile(First draw)
  5. Glucose/lactateGray(Fluoride)
  6. Plasma chemistryGreen(Heparin)
  7. Blood bankPink(EDTA)
  8. Butterfly before blueDiscard tube(Air space)

Order of Draw

Cultures
Sterile first
Light blue
Citrate coag
Red/SST
Serum tests
Green
Heparin plasma
Lavender
EDTA hematology
Gray
Glucose/lactate
SPS yellow
Blood cultures
Discard tube
Blue after butterfly

Site Picker

  1. Best antecubitalMedian cubital
  2. Second choiceCephalic
  3. Artery riskAvoid basilic
  4. IV same armOpposite arm
  5. Mastectomy sideAvoid side
  6. Burn/scar siteChoose another

Tube Additives

Citrate
Binds calcium
Clot activator
Speeds clotting
Thrombin
Rapid serum
Heparin
Inhibits thrombin
EDTA
Preserves cells
Fluoride
Stops glycolysis
Oxalate
Anticoagulant partner
Gel
Serum/plasma barrier

Vein + Needle

Median cubital
First choice
Cephalic
Second choice
Basilic
Last antecubital
Butterfly
Small fragile veins
Straight needle
Routine antecubital
Syringe
Control suction
ETS
Vacuum system
Gauge
Lower number wider

Collection Problems

Hematoma
Blood under skin
Hemolysis
RBC rupture
Collapsed vein
Too much suction
Petechiae
Tiny red spots
Rolling vein
Anchor firmly
Nerve pain
Stop immediately
Reflux
Additive backs up
QNS
Insufficient volume

Venipuncture vs Capillary

Venipuncture

  • Venous blood
  • Larger volume
  • Tube order

Capillary

  • Skin puncture
  • Small volume
  • Micro order

Vein draw vs skin puncture

Capillary Basics

Fingerstick
Adult capillary site
Heel stick
Infant site
Lancet depth
Avoid bone injury
First drop
Usually wipe away
Warming
Improves blood flow
Microtainer
Capillary collection tube
Milking
Causes hemolysis
Newborn
Lateral heel only

Special Draws

Blood culture
Strict asepsis
GTT
Timed glucose
Timed draw
Exact collection time
Drug level
Peak or trough
Chain custody
Legal traceability
Blood bank
Strict ID
ABG
Arterial specimen
POCT
Bedside testing

Tube Mixing

Blue 3-4; SST 5; EDTA 8-10

Invert gentlyNever shakeMix immediatelyPrevent clots

Serum vs Plasma

Serum

  • Clotted blood
  • No fibrinogen
  • Red/gold tubes

Plasma

  • Anticoagulated blood
  • Contains fibrinogen
  • Green/blue tubes

Clot vs anticoagulant

Processing Picker

  1. Serum neededLet clot
  2. Plasma neededMix anticoagulant
  3. Light-sensitiveAmber wrap
  4. Cold analyteIce slurry
  5. STAT orderHand carry
  6. Send-out aliquotSecondary tube

Specimen Handling

Bedside label
Before leaving patient
Inversions
Gentle mixing
Clot time
Serum before spin
Centrifuge
Separate components
Aliquot
Transfer separated sample
Light protect
Wrap amber
Chill
Ice slurry transport
STAT
Immediate handling

Hemolysis vs Clotting

Hemolysis

  • RBC rupture
  • Pink/red serum
  • False potassium

Clotting

  • Fibrin formation
  • Anticoagulant failure
  • CBC rejection

Cells break vs clot forms

Rejection Flags

Unlabeled
Reject immediately
Mismatch
ID discrepancy
Hemolyzed
RBC rupture
Clotted EDTA
Improper mixing
Underfilled blue
Wrong ratio
Leaking
Biohazard risk
Wrong tube
Invalid additive
Expired tube
Vacuum/additive risk

Common Traps

ID shortcut

Ask two identifiers Never room number

Tourniquet time

Release within minute Avoid hemoconcentration

Blue fill

Fill to mark Ratio must hold

Alcohol wet

Let air dry Prevents hemolysis

Line draw

Avoid IV arm Document exception

Processing delay

Cells keep metabolizing Separate promptly

Last Minute

  1. 1.100 scored + 20 pretest
  2. 2.Domains: 26/20/28/12/14
  3. 3.Cultures blue red green lavender gray
  4. 4.Blue citrate fills completely
  5. 5.EDTA tubes need mixing
  6. 6.Label before leaving patient
  7. 7.Median cubital first choice
  8. 8.Basilic hides artery nerves
  9. 9.Serum clots; plasma anticoagulated
  10. 10.Stop for nerve pain
  11. 11.Unlabeled specimens get rejected
  12. 12.Renew every 2 years
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