Key Takeaways
- OSHA's Bloodborne Pathogens Standard (29 CFR 1910.1030) is the primary federal regulation protecting phlebotomists from occupational exposure
- The Needlestick Safety and Prevention Act (2000) requires employers to provide safety-engineered sharp devices and maintain a sharps injury log
- Employers must offer the Hepatitis B vaccine series free of charge to all employees with occupational exposure to blood within 10 working days of assignment
- An Exposure Control Plan (ECP) must be reviewed and updated at least annually and be accessible to all employees
- Safety Data Sheets (SDS) must be available for every hazardous chemical in the workplace and are organized in a standardized 16-section format
- Post-exposure prophylaxis (PEP) for needlestick injuries must be initiated as quickly as possible — ideally within 1-2 hours for HIV exposure
- OSHA requires employers to provide training on bloodborne pathogens at the time of hire and at least annually thereafter
- The biohazard symbol is universal and must be displayed on containers, bags, and refrigerators storing blood or infectious materials
OSHA Regulations & Workplace Safety
The Occupational Safety and Health Administration (OSHA) establishes and enforces workplace safety regulations that directly impact phlebotomy practice. Understanding these regulations is essential for exam success and daily practice.
OSHA Bloodborne Pathogens Standard (29 CFR 1910.1030)
This is the most important regulation for phlebotomists. It establishes requirements to protect workers from occupational exposure to blood and other potentially infectious materials (OPIM).
Key Requirements
| Requirement | Details |
|---|---|
| Exposure Control Plan (ECP) | Written plan identifying at-risk employees, exposure prevention methods, and post-exposure procedures; must be reviewed/updated annually |
| Engineering Controls | Safety-engineered needles, retractable lancets, needleless systems, sharps containers |
| Work Practice Controls | No recapping needles, hand hygiene, no eating/drinking/smoking in work areas |
| PPE | Employer must provide appropriate PPE at no cost to the employee |
| Hepatitis B Vaccination | Must be offered free of charge within 10 working days of initial assignment |
| Training | Bloodborne pathogens training at hire and annually thereafter |
| Post-Exposure Follow-Up | Medical evaluation, testing, counseling, and documentation following any exposure incident |
| Recordkeeping | Sharps injury log, training records, medical records maintained per OSHA requirements |
The Needlestick Safety and Prevention Act (2000)
This federal law amended the Bloodborne Pathogens Standard to require:
- Safety-engineered sharp devices (needles with built-in safety features — retractable, shielding, or self-blunting)
- Sharps injury log — documenting the type and brand of device, department/work area, and description of the incident
- Employee input — frontline workers must be involved in evaluating and selecting safety devices
- Annual review of safety device technology
Exposure Control Plan (ECP)
Every healthcare facility must have a written Exposure Control Plan that includes:
- Exposure determination — identifying job classifications and tasks with occupational exposure risk
- Schedule and methods of implementation (engineering controls, work practices, PPE)
- Hepatitis B vaccination program details
- Post-exposure evaluation and follow-up procedures
- Communication of hazards — labels, signs, color coding (biohazard symbol)
- Recordkeeping procedures
The ECP must be accessible to all employees and reviewed/updated at least annually or whenever new tasks or procedures create new exposure risks.
Hepatitis B Vaccination
OSHA requires employers to offer the Hepatitis B vaccine series to all employees with occupational exposure to blood:
- Offered free of charge within 10 working days of initial assignment
- 3-dose series (0, 1 month, 6 months)
- Employees may decline the vaccine but must sign a declination form
- Declined employees may accept the vaccine at any time in the future at no cost
- Post-vaccination titer testing is recommended to confirm immunity (anti-HBs level ≥10 mIU/mL)
Post-Exposure Protocol (Needlestick / Blood Splash)
If a phlebotomist experiences a needlestick or exposure to blood/body fluids:
- Immediately wash the affected area with soap and water (for mucous membrane exposure, flush with water)
- Report the incident to your supervisor immediately
- Document the exposure details — time, type of device, circumstances
- Identify the source patient — test for HBV, HCV, and HIV (with consent)
- Seek medical evaluation — baseline blood draw for the exposed worker
- Post-exposure prophylaxis (PEP):
- HIV PEP: Must begin as quickly as possible, ideally within 1-2 hours (no later than 72 hours)
- HBV: HBIG (Hepatitis B Immune Globulin) may be administered if the exposed worker is unvaccinated
- HCV: No PEP available; monitoring and early treatment if seroconversion occurs
- Follow-up testing at 6 weeks, 3 months, and 6 months
Chemical Safety — Safety Data Sheets (SDS)
Phlebotomists may encounter hazardous chemicals in the laboratory, including:
- Isopropyl alcohol, bleach, formaldehyde, methanol, reagents
SDS Requirements
- An SDS (formerly MSDS) must be available for every hazardous chemical in the workplace
- SDS documents follow a standardized 16-section format (per GHS — Globally Harmonized System)
- Must be readily accessible to employees during their shift
- Key sections include: hazard identification, first-aid measures, handling/storage, exposure controls, and toxicological information
Fire Safety (RACE and PASS)
Phlebotomists must know fire safety protocols:
RACE — Response to Fire
| Letter | Action |
|---|---|
| R | Rescue — Remove patients from immediate danger |
| A | Alarm — Pull the fire alarm and call the fire department |
| C | Contain — Close doors and windows to contain the fire |
| E | Extinguish — Use a fire extinguisher if safe to do so |
PASS — Using a Fire Extinguisher
| Letter | Action |
|---|---|
| P | Pull the pin |
| A | Aim at the base of the fire |
| S | Squeeze the handle |
| S | Sweep from side to side |
Bloodborne Pathogens — Key Facts
Phlebotomists must understand the bloodborne pathogens they are most at risk for:
Hepatitis B Virus (HBV)
| Feature | Details |
|---|---|
| Transmission | Blood and body fluids; can survive on surfaces for up to 7 days |
| Risk per needlestick | 6-30% (highest risk of the three major bloodborne pathogens) |
| Vaccine | Available — 3-dose series; highly effective |
| Prevention | Vaccination + standard precautions |
| Post-exposure | HBIG + vaccine if unvaccinated |
Hepatitis C Virus (HCV)
| Feature | Details |
|---|---|
| Transmission | Blood-to-blood contact (most efficiently transmitted through needlestick) |
| Risk per needlestick | 1.8% (lower than HBV, higher than HIV) |
| Vaccine | No vaccine available |
| Prevention | Standard precautions only |
| Post-exposure | No PEP available; monitoring for seroconversion; early treatment with antivirals if infected |
Human Immunodeficiency Virus (HIV)
| Feature | Details |
|---|---|
| Transmission | Blood and body fluids; fragile virus — does NOT survive well outside the body |
| Risk per needlestick | 0.3% (lowest risk per exposure) |
| Vaccine | No vaccine available |
| Prevention | Standard precautions |
| Post-exposure | PEP (antiretroviral medications) — must start within 1-2 hours ideally, no later than 72 hours |
Risk Comparison
Key Fact: HBV has the highest transmission risk per needlestick (6-30%), but it is also the only one with an effective vaccine. HCV has the highest prevalence among healthcare-associated bloodborne infections. HIV has the lowest transmission risk per needlestick (0.3%).
Regulatory Agencies Overview
| Agency | Role in Phlebotomy |
|---|---|
| OSHA | Workplace safety; Bloodborne Pathogens Standard; ECP requirements |
| CDC | Infection control guidelines; hand hygiene recommendations; vaccination schedules |
| CLSI | Laboratory standards including order of draw (H3-A6), specimen handling, and quality |
| The Joint Commission (TJC) | Hospital accreditation; National Patient Safety Goals (two patient identifiers) |
| CMS | Medicare/Medicaid regulations; CLIA (Clinical Laboratory Improvement Amendments) for lab quality |
| CAP | College of American Pathologists — laboratory accreditation and proficiency testing |
| FDA | Regulates blood collection devices, tubes, and reagents as medical devices |
OSHA requires employers to offer the Hepatitis B vaccine to employees with occupational blood exposure within what timeframe?
What is the FIRST action a phlebotomist should take after a needlestick injury?
How often must an Exposure Control Plan (ECP) be reviewed and updated?
Which of the following are required by the Needlestick Safety and Prevention Act? (Select all that apply)
Select all that apply
Post-exposure prophylaxis (PEP) for HIV should ideally be initiated within _____ hours of a needlestick exposure.
Type your answer below
Arrange the steps of the fire safety RACE protocol in the correct order:
Arrange the items in the correct order
An employee declines the Hepatitis B vaccine offered by their employer. What must happen?
Safety Data Sheets (SDS) follow a standardized format with how many sections?
Which bloodborne pathogen has the HIGHEST risk of transmission per needlestick injury?
A phlebotomist needs to draw blood from a patient in a room with a "Contact Precautions" sign. What PPE is required?
Which of the following are considered biohazard waste requiring special disposal? (Select all that apply)
Select all that apply
The Hepatitis B vaccine is administered as a series of how many doses?
Arrange the steps for responding to a blood spill in the correct order:
Arrange the items in the correct order
Which regulatory agency establishes the Bloodborne Pathogens Standard that governs phlebotomy workplace safety?
Match each type of transmission-based precaution to the diseases it covers:
Match each item on the left with the correct item on the right
A phlebotomist accidentally splashes blood into their eye during a procedure. What is the FIRST action?
Which of the following disinfectants is appropriate for cleaning a blood spill?
Hepatitis B virus (HBV) can survive on environmental surfaces for up to:
When entering an isolation room for a blood draw, the phlebotomist should NOT:
Emergency Safety Procedures & Fire Safety
Phlebotomists must be prepared for emergencies that can occur in the healthcare setting. Knowing emergency procedures is essential for patient and staff safety.
Fire Safety: RACE & PASS
In the event of a fire, follow the RACE protocol:
| Letter | Action | Description |
|---|---|---|
| R | Rescue | Remove patients from immediate danger |
| A | Alarm | Activate the fire alarm and call the fire department |
| C | Contain | Close doors and windows to contain the fire |
| E | Extinguish/Evacuate | Use a fire extinguisher if safe, or evacuate the area |
To use a fire extinguisher, remember PASS:
| Letter | Action | Description |
|---|---|---|
| P | Pull | Pull the pin on the extinguisher |
| A | Aim | Aim the nozzle at the base of the fire |
| S | Squeeze | Squeeze the handle to release the agent |
| S | Sweep | Sweep from side to side at the base of the fire |
Electrical Safety
- Never use equipment with frayed cords or broken plugs
- Report malfunctioning equipment immediately — do NOT attempt to repair it yourself
- Keep liquids away from electrical equipment
- Use only grounded (3-prong) electrical plugs
Chemical Safety & SDS
The Safety Data Sheet (SDS), formerly called Material Safety Data Sheet (MSDS), contains 16 sections of information about hazardous chemicals:
- Section 1: Identification (product name, manufacturer)
- Section 2: Hazard identification (GHS classifications)
- Section 4: First-aid measures
- Section 7: Handling and storage
- Section 8: Exposure controls and PPE requirements
The Globally Harmonized System (GHS) standardizes chemical labeling with pictograms, signal words (Danger, Warning), and hazard statements. All chemicals in the laboratory must have proper GHS-compliant labels.
Exposure Control Plan (ECP)
OSHA requires every employer with occupational exposure to bloodborne pathogens to maintain a written Exposure Control Plan that includes:
- Exposure determination — job classifications and tasks with exposure risk
- Methods of compliance — engineering controls, work practice controls, PPE
- Hepatitis B vaccination — offered FREE to all at-risk employees within 10 working days of assignment
- Post-exposure evaluation — procedures following a needlestick or exposure incident
- Annual review — the ECP must be reviewed and updated at least annually
Key Exam Fact: The Hepatitis B vaccine must be offered to employees FREE of charge. Employees may decline but must sign a declination form. They can change their mind and receive the vaccine later at no cost.
Arrange the correct sequence of actions following a needlestick injury:
Arrange the items in the correct order
The OSHA Bloodborne Pathogen Standard requires employers to offer the Hepatitis B vaccine to at-risk employees within ____ working days of their initial assignment.
Type your answer below
Which of the following are considered engineering controls that reduce occupational exposure to bloodborne pathogens? (Select all that apply)
Select all that apply
A phlebotomist accidentally splashes blood into their eye while processing a specimen. What is the FIRST action they should take?