Embarrassing problems

May 2013


Patient blood management

The GP’s guide

Volume 42, No.5, May 2013 Pages 291-297

Sandra Minck

Kathryn Robinson

Ben Saxon

Tracey Spigiel

Amanda Thomson


There is accumulating evidence of a strong association between blood transfusion and adverse patient outcomes. Patient blood management aims to achieve improved patient outcomes by avoiding unnecessary exposure to blood products through effective conservation and management of a patient’s own blood.


To introduce the general practitioner’s role in patient blood management.


There are a number of ways in which GPs can contribute to patient blood management, particularly in the care of patients scheduled for elective surgery. These include awareness, identification, investigation and management of patients with or at risk of anaemia; assessment of the adequacy of iron stores in patients undergoing planned procedures in which substantial blood loss is anticipated; awareness and assessment of medications and complementary medicines that might increase bleeding risk; and awareness of and ability to discuss with patients, the possible risks associated with blood transfusion and alternatives that may be available.

Patient blood management (PBM) is the timely application of evidence based medical and surgical concepts designed to maintain haemoglobin concentration, optimise haemostasis and minimise blood loss in an effort to improve patient outcomes.1 Patient blood management principles are particularly relevant to the care of patients scheduled to undergo elective surgical procedures in which significant blood loss is anticipated. Effective conservation and management of a patient’s own blood requires a proactive, multidisciplinary, team based approach. General practitioners play a unique role as care coordinator, advocate and referrer of their patients. Table 1 outlines the questions GPs should consider when intending to refer a patient for elective surgery.

Table 1. Questions to consider when referring a patient for elective surgery
  • Is the surgery likely to result in significant blood loss?
  • Does my patient have anaemia or are they at risk of anaemia?
    • What are my patient’s iron stores?
  • Are there comorbidities that may contribute to adverse outcomes if anaemia develops?
    • If so, what steps are needed to optimise these conditions (eg. cardiac disease)?
  • Are there chronic conditions that may impede a haematopoietic response (eg. chronic kidney disease, inflammation or bone marrow pathology)?
  • What medications and complementary medicines is my patient taking that might increase their bleeding risk?
  • Is my patient informed about the possible risks associated with blood transfusion and alternatives that may be available?

Why do we need patient blood management?

Many factors have led to the uptake of PBM. There is increasing evidence of the potential risks and adverse outcomes associated with blood transfusion, as outlined in Table 2.2 Evidence also suggests that use of blood products is not always in accordance with clinical guidelines.3 Rising costs and demand for blood products, from a limited donor base, is putting increasing pressure on supply.2,4 Patient blood management optimises the use of donor blood and reduces transfusion associated risk.

Table 2. Risks and adverse outcomes associated with blood transfusion2
Infectious risks
  • Known infectious agents (HIV, hepatitis C and B)
    • risk has been reduced to very low levels, however the blood supply will always remain vulnerable to emerging infectious agents
  • Bacterial contamination
    • also low risk, however this is still an important consideration, particularly with platelet transfusion
Non-infectious risks
  • Acute haemolytic reaction (eg. incorrect blood component transfused)
  • Allergic, including anaphylactic, reactions
  • Transfusion associated circulatory overload
  • Transfusion related acute lung injury
  • Delayed haemolytic transfusion reaction
  • Transfusion associated graft versus host disease
Adverse outcomes – red blood cell transfusion has been associated with:
  • Increased morbidity and mortality
  • Increased ICU and hospital length of stay
  • Increased incidence of postoperative infection
  • Transfusion related immunomodulation
Note: The major source of morbidity and mortality relating to transfusion in Australia is from the non-infectious risks and adverse outcomes
For further information and updates on adverse events go to www.transfusion.com.au/adverse_events

New Australian patient blood management guidelines

A review of the 2001 National Health and Medical Research Council/Australasian Society of Blood Transfusion Clinical practice guidelines for the use of blood components3 is currently being undertaken by the National Blood Authority (NBA) on behalf of Australian governments. A series of six modules will comprise the new patient blood management guidelines. The modules are intended to assist and guide clinical decisions and coordination of healthcare across the primary, secondary and tertiary care settings for patients requiring blood products.5 Three modules are currently published and the remaining modules are expected to be released over the coming months. Module 2 – Perioperative,6 is particularly relevant to GPs. A number of recommendations and practice points contained in this module are discussed in this article. The guideline also includes a preoperative haemoglobin assessment and optimisation algorithm (Figure 1)6 to assist with the assessment and management of preoperative anaemia and suboptimal iron stores.

Figure 1. Preoperative haemoglobin assessment and optimisation template Figure 1b. Preoperative haemoglobin assessment and optimisation template

Preoperative assessment

Surgical patients should be evaluated as early as possible to coordinate scheduling of surgery with optimisation of the patient’s haemoglobin and iron stores.6 Ideally this should occur a minimum of 30 days before the procedure.

If the haemoglobin is <120 g/L for females or 130 g/L for males the patient should be further investigated to determine the cause of the anaemia and replacement therapy instituted if indicated. Common causes of anaemia include iron, B12 or folate deficiency, anaemia of chronic disease and chronic kidney disease. Resources to assist with the diagnosis and management of these conditions can be found at the end of this article. In cases of significant anaemia where the cause is uncertain specialist referral may be necessary.

Risk factors for transfusion associated with surgery

Three main predictors for red blood cell transfusion have been identified by the Austrian Benchmark Study of blood use in adult patients undergoing elective surgery.7 These include patients with preoperative anaemia and those in whom substantial blood loss (blood loss of a volume great enough to induce anaemia that would require therapy) is anticipated. Procedures associated with substantial blood loss include: cardiac surgery, vascular surgery (eg. abdominal aortic aneurysm repair, femero-popliteal bypass), large joint orthopaedic surgery and major general surgery (eg. bowel resection).

The strategies to address these risks, as outlined in Table 3, are referred to as the ‘three pillars of patient blood management’.

Table 3. Relationship between the predictors of red blood cell transfusion and the three pillars of patient blood management
Predictors for red blood cell transfusionsPillars of patient blood management
Preoperative anaemia Optimisation of red cell mass
Volume of surgical blood loss Minimisation of blood loss
Failure to adopt a more restrictive threshold for transfusion Optimisation of the patient’s tolerance of anaemia

Anaemia and its potential adverse effects on patient outcomes

The first pillar of PBM can readily be addressed in the primary care setting. Anaemia is common, with prevalence rates increasing rapidly after the age of 50 years, and reaching over 20% at age ≥85 years.8 It needs to be considered in all patients not just the ‘typical’ risk groups such as premenopausal females (particularly those with menorrhagia); institutionalised or socially disadvantaged people; and those with poor or restrictive diets or malabsorption disorders.9–11 Using the World Health Organization definition of anaemia of 120 g/L for females and 130 g/L for males,12 the Austrian Benchmark Study found the overall prevalence of preoperative anaemia in elective surgery (coronary artery bypass graft, total hip and knee replacements) to be 19%. There was no female predominance. The incidence of preoperative anaemia was on average three times higher in patients who received transfusions than in those who did not. A considerable number of patients with preoperative anaemia had not had their anaemia treated.7

Preoperative anaemia has been shown to be associated with an increased risk of adverse outcomes. A retrospective study of 8000 patients undergoing non-cardiac surgery, in which 40% of both male and female patients had preoperative anaemia, found a five-fold increase in 90 day postoperative mortality.13 A larger study of 300 000 elderly patients undergoing non-cardiac surgery showed a statistically significant increasing rate of 30 day postoperative mortality with decreasing haematocrit.14

These statistics highlight the extent and significance of preoperative anaemia, particularly in the older age group in whom the likelihood of need for surgery is increased. In patients undergoing cardiac and non-cardiac surgery, preoperative anaemia should be identified, evaluated and managed to minimise red blood cell (RBC) transfusion, which may be associated with an increased risk of morbidity, mortality, intensive care unit length of stay and hospital length of stay.6

Iron deficiency

It is important to note that iron deficiency may occur without anaemia, and suboptimal iron stores will impact on the patient’s ability to respond to the increase in erythropoiesis associated with blood loss. Surgical patients with, or at risk of iron deficiency anaemia, or with suboptimal iron stores (as defined by a ferritin level <100 µg/L), in whom substantial blood loss is anticipated, should be treated with preoperative iron therapy.6

The management of iron deficiency involves two concurrent components: iron therapy to correct deficiency and replenish stores, and diagnosis and treatment of the underlying cause.9–11,15,16 Key points for the diagnosis and management of iron deficiency are highlighted in Table 4.

Table 4. Key messages for the diagnosis and management of iron deficiency
Diagnosis of iron deficiency
  • Serum ferritin is the most powerful test for iron deficiency11
  • Serum iron should NOT be used to diagnose iron deficiency10
  • Serum ferritin:
    • <15 µg/L is diagnostic of iron deficiency10
    • between 15–30 µg/L is highly suggestive of iron deficiency10
    • >100 µg/L – iron deficiency is unlikely (but consider functional iron deficiency)10
    • iron deficiency may be present with levels up to 60–100 µg/L in the elderly or those with inflammation or systemic illness; C-reactive protein may be useful to identify coexisting inflammation6,10
    • <100 µg/L is considered as suboptimal iron stores in patients awaiting major surgery in whom substantial blood loss is anticipated6
  • Iron deficiency is never a final diagnosis in itself and a cause should always be sought9
  • All patients with iron deficiency anaemia (IDA) should be assessed for coeliac disease.9–11 For further information on assessment, including interpretation and limitations of screening tests (coeliac serology and IgA), refer to available guidelines15,16
  • Upper and lower gastrointestinal investigations should be considered in all postmenopausal female and all male patients where IDA has been confirmed unless there is a history of significant overt non-GI blood loss11
  • In premenopausal women with IDA, upper and lower gastrointestinal investigation should be reserved for those aged 50+ years, those with symptoms suggesting gastrointestinal disease, and those with a strong family history of colorectal cancer11
Iron therapy
  • Increasing dietary iron intake alone is inadequate to treat frank iron deficiency10
  • Oral iron therapy, in appropriate doses and for a sufficient duration, is an effective first line strategy for most patients10
    • after therapeutic doses of oral iron, reticulocytosis should occur within 72 hours, and Hb levels should rise by about 20 g/L every 3 weeks10
    • oral iron should be continued for 3–6 months beyond normalisation of haemoglobin, so that stores are replenished10,11
  • Patients in whom parenteral (intravenous) iron should be considered include
    those with:
    • demonstrated intolerance, non-compliance or lack of efficacy with oral iron, despite modification of dose, timing and frequency
    • a clinical need for rapid iron supply (eg. where there is insufficient time to correct iron deficiency before non-deferrable surgery)
    • intestinal malabsorption
    • ongoing iron (ie. blood) losses that exceed absorptive capacity
  • The use of intramuscular iron is discouraged unless other approaches cannot be practically delivered10
  • Blood transfusion should be reserved for patients with or at risk of cardiovascular instability due to the degree of their anaemia10,11

Haemostasis management

Many medications such as aspirin, clopidogrel, non-steroidal anti-inflammatory drugs, warfarin and novel oral anticoagulants such as dabigatran and rivaroxaban affect haemostasis. Complementary medicines including garlic, Ginkgo biloba, ginseng and fish oil products may increase bleeding risk17–19 and discontinuation before surgery should be considered. The PBM perioperative guidelines provide some guidance on which medications, under what circumstances, may be continued or when they require cessation. They also provide references to other established guidelines for management of patients on warfarin therapy. Hospitals may also have their own guidelines and pathways. Early referral is important in the management of complicated or high risk cases that may require multidisciplinary assessment in order to balance the risk of bleeding and thrombotic events. General practitioners should ensure patients are aware that their medications and complementary medicines may represent a bleeding risk, and that they provide an up-to-date list at specialist review and preoperative assessment.

Additional techniques to reduce or avoid the need for transfusion

In addition to preoperative anaemia and haemostasis management, numerous other techniques, such as acute normovolaemic haemodilution, intra- and post-operative cell salvage, and the use of pharmacological agents may be used to reduce or avoid the need for transfusion. These are further outlined in the PBM perioperative guidelines. It is essential that patients are encouraged to discuss their possible need for transfusion and the availability of additional or alternative techniques with their specialist team before surgery. This will ensure that they are able to provide fully informed consent for treatment.

Preoperative autologous donation no longer recommended

At the time of the emergence of HIV and before robust testing methods being available, predonation of a patient’s own blood before surgery had been previously advocated. However, the routine use of preoperative autologous donation is not recommended, because, although it reduces the risk of allogeneic RBC transfusion, it increases the overall risk of receiving any RBC transfusion (allogeneic and autologous).6 Collection of predonated autologous blood should only be undertaken in specific circumstances, such as rare blood groups where blood may not be available in the general supply.20


General practitioners can play a vital role in PBM by helping to ensure that available measures are adopted to reduce or avoid the need for blood transfusion. Of particular importance is the early identification, evaluation and management of anaemia and suboptimal iron stores, particularly in patients awaiting major surgery. Awareness of medications and complementary medicines that affect haemostasis will enable appropriate planning to balance the risk of bleeding and thrombotic events. Educating patients about treatment options, including blood transfusion, and their associated risks and benefits is vital for informed consent. Initiating a PBM approach at the primary care level is the first important step in ensuring optimum outcomes for patients.


Resources for health professionals

  • National Blood Authority patient blood management guidelines – currently available modules and updates: www.nba.gov.au/guidelines/review.html
  • Australian Red Cross Blood Service – patient blood management and anaemia management guidelines: www.transfusion.com.au
  • WA Health Patient Blood Management Program – information for health professionals: www.health.wa.gov.au/bloodmanagement/home
  • BloodSafe clinician resources are available under clinical resources/anaemia management topics including chronic kidney disease management, macrocytosis, normocytic normochromic anaemia and iron deficiency anaemia: www.health.sa.gov.au/bloodsafe/Default.aspx?tabid=77

Resources for patients

Competing interests: None.
Provenance and peer review: Not commissioned; externally peer reviewed.


Australian governments fully fund the Australian Red Cross Blood Service for the provision of blood products and services to the Australian community.


  1. Society for the Advancement of Blood Management. Professional definition: patient blood management. Available at www.sabm.org [Accessed 10 September 2012].
  2. Thomson A, Farmer S, Hofmann A, Isbister J, Shander A. Patient blood management – a new paradigm for transfusion medicine? ISBT Sci Ser 2009;4:423–35.
  3. The NHMRC/Australasian Society of Blood Transfusion. Clinical practice guidelines on the use of blood components, 2001. Available at www.nhmrc.gov.au/guidelines/publications/cp78 [Accessed 10 September 2012].
  4. Western Australia Blood Management Project. Executive Summary 2011. Department of Health, State of Western Australia. Available at www.health.wa.gov.au/bloodmanagement/docs/executive_summary.pdf [Accessed 12 April 2012].
  5. National Blood Authority Australia. Patient Blood Management Guidelines Launch. Available at www.nba.gov.au/guidelines/launch/launch.html [Accessed 8 October 2012].
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  8. Guralnik JM, Ershler WB, Schrier SL, Picozzi VJ. Anemia in the elderly: a public health crisis in hematology. Hematology 2005;528–32.
  9. Gastroenterological Society of Australia. Clinical update: iron deficiency, 1st edn. Sydney, Australia: Digestive Health Foundation, 2008. Available at www.gesa.org.au/professional.asp?cid=9&id=124 [Accessed 10 September 2012].
  10. Pasricha SR, Flecknoe-Brown SC, Allen KJ, et al. Diagnosis and management of iron deficiency anaemia: a clinical update. Med J Aust 2010;193:525–32.
  11. Goddard AF, James MW, McIntyre AS, Scott BB on behalf of the British Society of Gastroenterology. Guidelines for the management of iron deficiency anaemia. Gut 2011;60:1309–16.
  12. World Health Organization. United Nations Children’s Fund. United Nations University. Iron deficiency anaemia: assessment, prevention, and control. A guide for programme managers. Geneva: WHO, 2001. Available at www.who.int/nutrition/publications/en/ida_assessment_prevention_control.pdf [Accessed 10 September 2012].
  13. Beattie WS, Karkouti K, Wijeysundera DN, Tait G. Risk associated with preoperative anemia in noncardiac surgery: a single-center cohort study. Anesthesiology 2009;110:574–81.
  14. Wu WC, Schifftner TL, Henderson WG, et al. Preoperative hematocrit levels and postoperative outcomes in older patients undergoing noncardiac surgery. J Am Med Assoc 2007;297:2481–8.
  15. Gastroenterological Society of Australia. Clinical update: coeliac disease, 4th edn. Sydney, Australia: Digestive Health Foundation, 2007. Available at www.gesa.org.au/professional.asp?cid=9&id=53 [Accessed 29 January 2013].
  16. Ellard K, Shepherd S. How to treat: coeliac disease. Australian Doctor, 2012. Available at www.australiandoctor.com.au/cmspages/getfile.aspx?guid=17a04ecd-a0f4-4d71-8d34-8fa0b8fde594 [Accessed 29 January 2013].
  17. Stanger MJ, Thompson LA, Young AJ, Lieberman HR. Anticoagulant activity of select dietary supplements. Nutr Rev 2012;70:107–17.
  18. Moses GM, McGuire T. Drug interactions with complementary medicines. Australian Prescriber 2010;33:177–80.
  19. Turner MB. Medicines safety update: safety of fish oil and omega-3 fatty acids. Australian Prescriber 2010;33:48–51.
  20. Boulton FE, James V. Guidelines for policies on alternatives to allogeneic blood transfusion. 1. Predeposit autologous blood donation and transfusion. Transfus Med 2007;17:354–65.

Correspondence afp@racgp.org.au

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