Venesection Best Practice Guidance · 2020-07-18 · 1.2 Venesection best practice 9-10 2 Scope of...

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e Venesection Best Practice Guidance Yvonne Francis, Gerri Mortimore and Haemochromatosis UK February 2020

Transcript of Venesection Best Practice Guidance · 2020-07-18 · 1.2 Venesection best practice 9-10 2 Scope of...

Page 1: Venesection Best Practice Guidance · 2020-07-18 · 1.2 Venesection best practice 9-10 2 Scope of Practice and evidence based care 11 3 Role of the support worker 12 4 The principles

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Venesection Best Practice GuidanceYvonne Francis, Gerri Mortimore andHaemochromatosis UKFebruary 2020

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This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. You may copy & redistribute this guide in any medium or format for non-commercial purposes, provided you observe the full terms of the license which may be viewed here : http://creativecommons.org/licenses/by-nc-nd/4.0/. Copies of this book are available free of charge from our website and public libraries in UK & RoI. We welcome your feedback : [email protected] : www.haemochromatosis.org.ukPublished: February 2020Next review date: February 2022

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Venesection Best Practice Guidance February 2020 1

Venesection Best Practice GuidanceYvonne Francis, Gerri Mortimore andHaemochromatosis UKFebruary 2020

Venesection Best Practice Guidance 1

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2 Venesection Best Practice Guidance February 2020

Section Contents Page Guidance scope 4 How to use this guidance 5 Glossary of terms 6 Strength of evidence table 71 Background 8

1.1 Conditions requiring venesection 81.1a Genetic Haemochromatosis 81.1b Polycythaemia Vera 81.1c Idiopathic and secondary erythrocytosis 81.1d Transfusion related iron overload 91.1e Porphyria Cutanea Cutarda 9

1.2 Venesection best practice 9-102 Scope of Practice and evidence based care 113 Role of the support worker 124 The principles of delegation 135 Patient experience 146 Infection prevention and control 157 Consent 15

7.1 Standard 15-167.2 Guidance 16

8 Education and training 178.1 Standard 178.2 Guidance 17 - 18

9 Patient/caregiver education and involvement 199.1 Standard 199.2 Guidance 19

10 Patient safety and quality 2010.1 Standard 2010.2 Guidance 20

CONTENTS

CONTENTS

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Venesection Best Practice Guidance February 2020 3

Section Contents Page11 Documentation 21

11.1 Standard 2111.2 Guidance 21-23

11.2a Venesection request 21-2211.2b Post venesection documentation 22-23

12 Therapeutic venesection 2412.1 Standard 2412.2 Guidance 24-25

12.2a Patient identification and consent 2412.2b Clinical assessment 2412.2c Contraindications and precautions 24 - 2512.2d Calculating volume of blood to be removed 25

13 Equipment 2613.1 Standard 2613.2 Guidance 2613.3 Other equipment 26

14 Venesection procedure 27 - 2815 Post venesection 29

15.1 Discharge advice 2916 Risks and possible complications 30-31

16.1 Haematoma 3016.2 Vasovagal 3016.3 Scarring of the vein 3016.4 Delayed bleeding 3016.5 Arterial puncture 30 -3116.6 Nerve irritation 3116.7 Nerve injury 3116.8 Compartment Syndrome 3116.9 Tendon injury 31

References 32 - 35 Appendices 36 - 50

CONTENTS

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4 Venesection Best Practice Guidance February 2020

This guidance has been developed to support the care of adult patients undergoing therapeutic venesection. In addition, it has been written to support nursing practice for venesection (VS) and is relevant to nurses and health care assistants/assistant practitioners where this forms part of their sphere of practice. It will also be of relevance to other health care practitioners (HCP) and health care students involved in the venesection process and related patient care. For continuity, the term health care professional (HCP) is used throughout. Where possible the document provides a United Kingdom (UK) and Republic of Ireland -wide approach in terms guidance and guidelines. However, it is recognised that health care systems may have specific national guidance or policies which the reader should be aware of and comply with.

About the contributors

These guidelines are the culmination of over two years’ work by the authors.Yvonne Francis RN (co-author) is Haematology Clinical Nurse Specialist & Faculty Development Lead, Guy’s & St Thomas’s NHS Foundation Trust

Gerri Mortimore RGN; NMP, Practice Teacher; MSc Advanced Practice; BA (Hons) Health Studies, PgCert (IPPE). Fellow HEA (co-author) is Post-graduate Lecturer in Advanced Clinical Practice, University of Derby

Neil McClements (Editor) is Chief Executive of Haemochromatosis UK

The contributors gratefully acknowledge the support of the Burdett Trust for Nursing, Patient Safety Learning and the 200 nurses; with representatives from England, Wales, Scotland, Northern Ireland and the Republic of Ireland who participated in Haemochromatosis UK’s Venesection Best Practice Nursing Study Days during 2018 and 2019 in the production of these guidelines. The contributors thank the Royal College of Nursing for their support throughout the editorial process.

GUIDANCE SCOPE

GUIDELINES SCOPE

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How to use this guidance

Each topic covered within this document includes a standard statement and supporting guidance on how to implement this.

• The standard provides criteria for accountability and expectations regarding the delivery of elements of venesection therapy and are measurable. Standards are based on evidence from published papers and graded as in table 1 below, from regulatory requirement or based on expert consensus when evidence or regulation is not currently in place

• Guidance set out under the standards support the implementation of the standard and can be incorporated into local infusion related policies and procedures, quality assurance and performance/ quality improvement program, HCP’s competency assessment and educational programs

• Both standards and guidance include references to relevant supporting literature

• Where no reference exists, expert consensus has agreed the standard or guidance statement

In order that the reader may evaluate the strength of the evidence base, the supporting literature, where it exists, has been graded using criteria based on INS (2016) (see Table 1).

Where evidence has been identified to support guidance statements this has been included and referenced throughout the document. Expert consensus has been agreed for all guidance statements where references are not included.

GUIDELINES SCOPE

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Abbreviation/acronym TermsAASLD American Association for the Study of Liver DiseaseANTT Aseptic Non-Touch Technique (ANTT),AP’s Assistant PractitionersBP Blood PressureCOSHH Control of substances hazardous to healthDH Department of HealthDHSSPS Department of Health, Social Services and Public SafetyEASL European Association for the Study of the LiverECT Erythrocytosisg gramGH Genetic HaemochromatosisHCAs Health care assistants (APs),Hb HaemoglobinHCP Health Care Practitioner/ProfessionalHCPC Health and Care Professionals CouncilHg MercuryHN Hospital NumberIECT Idiopathic ErythrocytosisINS Infusion Nurses SocietyKg KilogramL LitreLbs PoundsMcgs/L Micrograms per litreMHRA The Medicines and Healthcare products Regulatory AgencyMgs Milligramsmls MillilitresNHSBT NHS Blood & Transplant ServiceNg NanogramNHS National Health ServiceNICE National Institute for Health and Care ExcellenceNMC Nursing and Midwifery CouncilPCT Porphyria Cutanea TardaPCV Packed cell volumePV Polycythaemia VeraRCN Royal College of NursingRCT’s Randomized Controlled trialsSG Specific gravityUK United KingdomUKPIN UK Primary Immunodeficiency NetworkVAD Vascular Access DeviceVS VenesectionWHO World Health Organisation

GLOSSARY OF TERMS/ABBREVIATIONS/ACRONYMS

GLOSSARY OF TERMS/ABBREVIATIONS/ACRONYMS

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Venesection Best Practice Guidance February 2020 7

GLOSSARY OF TERMS/ABBREVIATIONS/ACRONYMS

Table 1: Strength of evidence (adapted from INS 2016) Strength of evidence Evidence description*

I Meta-analysis, systematic literature review, guideline based

on randomised controlled trials (RCTs), or at least three well-designed RCTs.

II Two well-designed RCTs, two or more multi-centre, well-

designed clinical trials without randomisation, or systematic literature review of varied prospective study designs.

III One well-designed RCT, several well-designed clinical

trials without randomisation, or several studies with quasi-experimental designs focused on the same question. Includes two or more well-designed laboratory studies.

IV Well-designed quasi-experimental study, case-control study,

cohort study, correlational study, time series study, systematic literature review of descriptive and qualitative studies, or narrative literature review, psychometric study. Includes one well-designed laboratory study.

V Clinical article, clinical/professional book, consensus report,

case report, guideline based on consensus, descriptive study, well-designed quality improvement project, theoretical basis, recommendations by accrediting bodies and professional organisations, or manufacturer directions for use for products or services. Includes standard of practice that is generally accepted but does not have a research basis (for example, patient identification). May also be noted as ‘Committeeconsensus’, although rarely used. NICE.

Regulatory Regulatory regulations and other criteria set by agencies with

the ability to impose consequences, such as the; General Medical Council (GMC); General Pharmaceutical Council (GPhC); Health & Care Professions Council (HCPC); Health Practice Associates Council (HPA); Nursing & Midwifery Council (NMC); Public Health England (PHE); organisational policies

STRENGTH OF EVIDENCE TABLE

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Therapeutic venesection is the removal of a prescribed volume of blood - typically 450 millilitres (mls) and has been carried out over thousands of years in the belief it would treat various ailments. However, in modern medicine it is used primarily to treat Genetic Haemochromatosis (GH), Polycythaemia Vera (PV), Idiopathic Erythrocytosis (IECT) and Secondary Erythrocytosis (ECT). Rarer conditions requiring venesection include secondary iron overload i.e. post-transplant and Porphyria Cutanea Tarda (PCT).

1.1 Conditions requiring venesection

I. Genetic Haemochromatosis

In GH initial venesection therapy is weekly until the ferritin level is reduced to 50mcg/l (Fitzsimons et al. 2018; Bacon et al. 2011; EASL 2010) and this can take many months, depending on the initial ferritin level. These weekly venesections are known as the de-ironing phase. After de-ironing, maintenance phase venesections are commenced, at an individualised frequency, which can vary from fortnightly to six-monthly. This ensures that the ferritin level is kept at an acceptable level, usually below 50 mcg/l (Fitzsimons et al. 2018; Bacon et al. 2011; EASL 2010), although there is anecdotal debate that this should be tailored for individual patients based on how they feel and also tailored according to their transferrin saturation levels. However, updated guidelines by Fitzsimons et al. (2018) now recommend target ferritin of less than 50mcg/l and transferrin saturation levels to be less than 50% to prevent complications of arthropathy (Bardou-Jacquet et al. 2017).

II. Polycythaemia Vera

Patients may be managed with venesections alone or in combination with anti-cancer therapies (McMullin et al., 2018). Frequency of venesections can range from weekly at diagnosis, to six-monthly, with the aim of maintaining their packed cell volume (PCV) below 0.45% (Marchioli et al. 2013).

III. Idiopathic and Secondary Erythrocytosis

Venesection frequency for idiopathic and secondary erythrocytosis can be initially weekly or less depending upon the level of PCV on presentation,

1 BACKGROUND

BACKGROUND

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Venesection Best Practice Guidance February 2020 9

once the desired target has been achieved (target PCV range from 0.55 - 0.45% depending upon condition and comorbidities) (McMullin et al. 2018) maintenance venesections are commenced at a frequency that maintains the PCV at the desired target and this can range from 6 weekly to 6 monthly.

IV. Transfusion related iron overload (secondary haemochromatosis)

Patients can become iron overloaded as a result of having multiple blood transfusions during chemotherapy treatment. The body is unable to eliminate the iron which has accumulated and often occurs in patients who have undergone a bone marrow transplant. Post bone marrow transplant, the ferritin may be well over 1000ng/ml. Venesection is required to reduce the ferritin level to within normal limits thereby reducing the risk of long term complications of iron overload (Bou Assi & Baz 2014).

Patients will usually have venesections every two months until their ferritin is back within normal limits, which may take up to 2 years. Patients should have a haemoglobin check prior to venesection, although it is not necessary to check their ferritin level every time. Venesection should not be undertaken if the haemoglobin (Hb) level is less than 120g/l. However, some patients’s Hb may be less than 120g/l if their blood counts have not returned to within the normal range post-transfusion/post bone marroe transplant. In this case it should be documented in the medical notes that the patient can proceed with venesections.

V. Porphyria Cutanea Cutarda

In this rare genetic disorder, the aim of venesection is to reduce the ferritin down to the lower limit of normal (Bou Assi & Baz, 2014).

1.2 Venesection best practice

In April 2018 and 2019, a national study day held by Haemochromatosis UK, titled Venesections: sharing best practice highlighted a variety of nursing venesection practices ranging from excellent to poor. It was noted and discussed that although there were medical diagnosis and treatment guidelines, there was no national, standardised nursing venesection guideline and practice across the country varied significantly. A patient survey undertaken by Haemochromatosis UK in 2018, highlighted that throughout the UK venesections were undertaken in a variety of hospital settings; either medical or surgical day case, haematology wards or oncology/chemotherapy units, but rarely in the community. It was noted that venesections for all

BACKGROUND

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10 Venesection Best Practice Guidance February 2020

medical conditions, with the exception of haemochromatosis patients, remain restricted to hospital. However, for haemochromatosis patients, once in the maintenance phase, could consider donating blood to the NHS Blood & Transplant Service (NHSBT) every six weeks, if appropriate.

Comparisons of local venesection guidelines and data gathered at the Venesection : sharing best practice study days (2018 and 2019) highlighted that patient experience can differ widely, depending on the diversity of nursing care delivery and its commissioning, equipment, access devices and environments for venesection, including blood disposal, which can have implications for patient care and safety.

This second version of the Venesection Best Practice Document, aims to address these shortfalls and provide uniformity of care across UK NHS Trusts and health boards, to improve the quality, safety and patient experience as well as providing high quality care for all patients undergoing venesection. All health care professionals must ensure that each patient receives the best care, using the most appropriate medical device and site, in the most appropriate and observed environment, and at the right time (Hallam et al., 2016; Loveday et al., 2014).

This Venesection Best Practice Document acknowledges the increasing importance of the use of evidence in informing standards of nursing care for patients undergoing venesection. It also acknowledges the role of the HCP in contributing to the body of evidence to enable sustainable improvements in quality and safety of patient care.

It should be noted that HCPs will be required to refer to other guidance, policies and procedures (local and national) in addition to this document.

BACKGROUND

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Venesection Best Practice Guidance February 2020 11

SCOPE OF PRACTICE AND EVIDENCE-BASED CARE

Venesection is an integral part of professional practice for many HCP’s. Involvement ranges from taking informed consent, inserting the peripheral intravenous cannula (vascular access device), and caring for the patient whilst venesection is underway, ensuring no complications.

Venesection is not without risk (WHO 2010, JPAC 2014; JPAC 2016; Norfolk 2013) and is not limited to the care of the patient and the equipment utilised. HCPs may also be responsible for proffering advice, procurement of the consumables associated with venesection, disposing of blood, implementation of quality improvement/safety initiatives and evidence/research activities. Consequently, the range and depth of professional involvement related to venesections will depend on the extent of an individual HCP’s scope of practice.

The regulatory body for nursing and midwifery, the Nursing and Midwifery Council (NMC) code of professional conduct The Code (NMC, 2018) emphasises the need to base care on the best available evidence and both the NMC (2018) and the Health and Care Professionals Council’s (HCPC) Standards of Performance, Conduct and Ethics (HCPC, 2016) maintain that HCPs should maintain their skills and knowledge relevant to their scope of practice . The NMC also introduced Revalidation (NMC, 2015) whereby nurses must demonstrate their continued ability to practise safely and effectively on a continual basis throughout their nursing careers.

2 SCOPE OF PRACTICE AND EVIDENCE-BASED CARE

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THE ROLE OF SUPPORT WORKERS

The person in overall charge of the nursing care of the patient is usually the Registered Nurse. However, the nurse cannot perform every task for every patient and therefore they will need to delegate aspects of that care to colleagues. Support workers, such as health care assistants (HCAs) and assistant practitioners (APs), are members of the health care team delivering care to patients in all settings. They undertake essential care activities but increasingly are also undertaking clinical tasks such as phlebotomy, cannulation and the management of venesections.

Registered Nurses have a duty of care and a legal liability with regards to the patient. If they have delegated a task, they must ensure that the task has been appropriately delegated. This means that:

• The task is necessary, and delegation is in the patient’s best interest

• The support worker understands the task and how it is to be performed

• The support worker has the skills and abilities to perform the task competently

• The support worker accepts the responsibility to perform the task competently

All of the above apply to venesection.

3 THE ROLE OF SUPPORT WORKERS

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THE PRINCIPLES OF DELEGATION

The principles of delegation (RCN, 2017) are outlined below:

• Delegation must always be in the best interest of the patient and not performed simply to save time or money

• The support worker must be suitably trained to perform the venesection

• The support worker should always keep full records of training given, including dates

• There should be written evidence of competence assessment, preferably against recognised standards such as National Occupational Standards

• There should be clear guidelines and protocols in place so that the support worker is not required to make a clinical judgement that they are not competent to make

• The role should be within the support worker’s job description

• The team and any support staff need to be informed that the venesection procedure has been delegated

• The person who delegates the venesection procedure must ensure that an appropriate level of supervision is available and that the support worker has the opportunity for mentorship

• The level of supervision and feedback provided must be appropriate to the task being delegated; this will be based on the recorded knowledge and competence of the support worker, the needs of the patient/client, the service setting and the tasks assigned (RCN 2017)

• Ongoing development to ensure that competency is maintained is essential

• The whole process must be assessed for the degree of risk

4 THE PRINCIPLES OF DELEGATION

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PATIENT EXPERIENCE

Venesection may be required as a result of emergency or planned episodes of care and will be dependent upon a patient’s clinical needs. Venesection may be required in the short or longer term, in both hospital and non-hospital settings and patients may be too unwell to contribute to discussions on the choice, type of therapy or devices used to deliver these. Where venesection is considered for use in the longer term, many patients and their carers will be well enough to participate in decisions to support or deliver their care.

Despite the move towards increased patient involvement in decisions affecting their care, there is little published evidence to support user involvement in the selection of vascular access devices for venesection. There is, however, increasing evidence of patients’ experiences linked with vascular access and infusion therapies. This relates mainly to treatments linked to peritoneal and haemodialysis (Baillie and Lankshear, 2015; Combes et al., 2015; Monaro, Steward and Gullick, 2014; Bayhakki and Hatthakit, 2012; Jansen et al., 2010) and cancer treatments (Nicholson and Davies, 2013; Ream et al., 2013).

When venesecting, and selecting vascular access devices (VADs) and treatment regimens, it is important to consider the patient’s preference, lifestyle, as well as their clinical care needs. Younger patients may have differing considerations to older patients. Some individuals will be working full time and/or supporting caring for children, some may access to supportive carers, while others may be socially isolated. Some individuals will have the mental capacity and manual dexterity to be involved in their venesection therapy, while others may not. Venesection may only be one element of a patient’s health care needs. All such factors therefore need to be taken into consideration when assessing each patient for venesection.

5 PATIENT EXPERIENCE

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INFECTION PREVENTION AND CONTROL • CONSENT

The importance of using effective infection prevention and control measures are integral to all aspects of venesection and infusion therapy (Loveday et al., 2014).

6 INFECTION PREVENTION AND CONTROL

7.1 Standard

“It is a general legal and ethical principle that valid consent must be obtained before starting treatment or physical investigation, or providing personal care, for a person” (DH, 2009; DHSSPS, 2016).

All patients have a:

• Right to receive accurate information about their condition and intended treatment. It is the responsibility of the individual HCP proposing to carry out the treatment to ensure that the patient understands what is proposed (The Supreme Court, 2015; NMC, 2018)

• Consent can be given orally, in writing or by co-operation (NMC, 2018). It is important that treatment and care take into account the patient’s needs and preferences. Individuals who require venesection should have the opportunity to make informed decisions about their care and treatment in partnership with the health professional looking after them. Patients should be fully informed both verbally and with written information of the risks of venesection such as ulna nerve damage, bruising/haematoma, discomfort and so forth, and for the first venesection. General consensus from the 2019 Venesection Best Practice Study day, agrees that a signed written consent form should be completed prior to the initial venesection and documented in the medical notes. A copy of this consent should be given to the patient.

7 CONSENT

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Thereafter, verbal consent for each visit is sufficient, which must be documented in the notes

• When the patient does not have the capacity to make decisions, HCPs should follow the Department of Health (DH) guidelines on consent and the Code of Practice that accompanies the Mental Capacity Act 2005 (DH, 2005) and the supplementary information on the Deprivation of Liberty Safeguards or the corresponding guidance for Scotland, Wales and Northern Ireland (NICE, 2013)

• In Wales, HCPs should follow the advice on consent from the Welsh Government (NICE, 2012). In Scotland, health care professionals should adhere to the requirements of the Adults with Incapacity (Scotland) Act 2000 (UK, 2000). At the time of writing, a government bill linked to consent and mental capacity was in process in Northern Ireland

7.2 Guidance

Local policy and procedures should also be followed.

Patients should be able to make informed decisions in partnership with HCPs and the HCP must obtain their consent (The Supreme Court, 2015). When patients do not have the capacity to make informed decisions, HCPs should follow the guidance/ code of practice in relation to the Mental Capacity Act 2005.

CONSENT

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EDUCATION AND TRAINING

8.1 Standard

The HCP responsible for the insertion of the VAD used in venesections, as well as the ongoing management and care during VS should be competent in all clinical aspects of VS and have the skills and knowledge pertinent to their role. The registered HCP in addition should have validated clinical competence in accordance with the NMC’s Code (NMC, 2018) or other relevant health professional standards of conduct performance and ethics in order to maintain their knowledge and skills (HCPC, 2016; NMC, 2018). [Regulatory] Guidance

8.2 Guidance

All registered and non-registered HCPs undertaking therapeutic VS will have undergone theoretical and practical training in the following as part of a competency assessment. This will be dependent on the roles and responsibilities of the HCP with regards to VS, local policy procedures and guidelines should be followed for what specific initial and ongoing training and education each HCP requires:

• Knowledge of conditions that require VS including interpretation of blood parameters and the aim of the venesection

• Ability to assess patients’ fitness for VS including illness, alcohol intake as well as nutrition and hydration needs pre and post procedure

• An understanding of appropriate patient positioning to maintain safety including seating or lying and arm position

• Knowledge of the anatomy and physiology of the circulatory system, in particular, the anatomy of the location in which the VAD is placed including veins, arteries and nerves and the underlying tissue structures

• Phlebotomy and cannulation

• Selection of vascular access insertion site and problems associated with venous access due to thrombosed, inflamed or fragile veins, the effects of ageing on veins, disease process, previous treatment, lymphoedema or presence of infection

8 EDUCATION AND TRAINING

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• Improving venous access, for example the use of pharmacological and non-pharmacological methods

• Selection of appropriate vascular access gauge and device and other supportive equipment (such as dressings and medical device pumps, for example)

• Infection prevention and control issues related to vascular access and infusion therapy

• Pharmacological issues (use of local anaesthetics, management of anxious patients, management of haematoma, phlebitis, pharmacology and pharmacokinetics related to local anaesthetic)

• Know when to check vital signs and act upon changes; pre, during and post VS

• Understanding of appropriate positioning of VS bag

• Understanding of capillary refill pressure and correct pressure for tourniquet/BP cuff

• Measurement of volume of blood removed, taking into account weight of blood collection bag and fluid balance if isovolaemic VS required

• Knowledge of potential complications of venesection and actions to resolve i.e. vasovagal

• Blood sampling post VS, including use of sampling port if available on blood collection device

• Safe disposal of sharps and blood in accordance with Trust policy

• Post venesection documentation

In addition, HCPs must recognise and meet their obligations to maintain their knowledge and skills (HCPC, 2016; NMC, 2018). For nurses this will also include NMC revalidation requirements (NMC, 2015).

Health care organisations must support and provide staff with training and education both on induction to the organisation and in fulfilment of their ongoing training needs and education to maintain their competencies in venesection. Health care organisations must ensure that there are pro-active governance arrangements in place to ensure patient safety, including patient safety related to venesection procedures and protocols.

EDUCATION AND TRAINING

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PATIENT/CAREGIVER EDUCATION AND INVOLVEMENT IN DECISION MAKING

9PATIENT/CAREGIVER EDUCATION AND INVOLVEMENT IN DECISION MAKING

9.1 Standard

The patient, caregiver or egally authorised representative must receive education related to the treatment and plan of care (NICE, 2012).

The patient, caregiver or legally authorised representative must be informed of any potential complications/risks and any alternatives available for the treatment or therapy (NICE, 2012).

The HCP should document the information given and the patient’s, caregiver, or legally authorised representative’s response in the patient’s records (NMC, 2018). [Regulatory]

Education of patients and caregivers should be in accordance with The Code (NMC, 2015a) or other HCP standards of conduct performance and ethics (HCPC, 2016)

9.2 Guidance

• The patient should be involved in decision making regarding the venesection as with any other therapy (The Supreme Court, 2015).

• The patient should be given the option of undertaking treatment at their local hospital or donating to the NHSBTS if appropriate (only applicable for Haemochromatosis patients once in maintenance). This should be based on patient/clinical need and not on cost (UKPIN, 2015).

• The patient, caregiver and/or legal representative should be in given a set of verbal and written instructions in clear and appropriate terminology about all aspects of VS, including the physical and psychological effects, side-effects, risks, benefits and alternatives (INS, 2016; NICE, 2013; NICE, 2012).

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PATIENT SAFETY AND QUALITY

10.1 Standard

VS standards are applicable to any patient care setting in which VADs are placed and/or managed for the purpose of therapeutic VS (INS, 2016).

VS is provided in accordance with legal, ethical and cultural principles (INS, 2016)

10.2 Guidance

Local organisational policies, procedures, protocols and guidelines for VS and infusion therapy should be available and provide the HCP with an acceptable course of action including performance, accountability and clinical decision making (INS, 2016).

The HCP ensures that VS is patient-specific and is tailored towards the needs of the patient, their personal circumstances, co-existing conditions and personal choices (NICE, 2013)

The HCP maintains patient confidentiality, safety, and security; and respects, promotes, and preserves patient autonomy, dignity, rights, and diversity (INS, 2016; NICE, 2013).

Examples of patient specific and tailored to the patient’s needs (which should be included on the Equality Impact Assessment) are

• Bed or chair

• Where negotiable, volume to be venesected

• Where possible, gauge and type of VAD

• Use of tape of bandage post VS

• Provsion of translated patient materials for non-English speakers

• Provsion of interpreter services for non-English speakers

• Provision of Easy Read patient leaflets and materials explaining the procedure and/or care pathway

10 PATIENT SAFETY AND QUALITY

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Venesection Best Practice Guidance February 2020 21

DOCUMENTATION

11 DOCUMENTATION

11.1 Standard

The requirements for documentation should be set out in organisational policies, procedures and practice guidelines for therapeutic VS.

Documentation must comply with the guidelines for records and record-keeping within the health care professional’s code (HCPC, 2016; NMC, 2018). Requests for therapeutic VS must be clearly documented in patients’ medical notes by the requesting HCP. They should contain complete information to enable the venesecting HCP to complete the VS safely.

Post VS documentation must contain a complete record of the procedure and aftercare.

11.2 Guidance

i. Venesection Request

A completed VS request by either a doctor or advanced clinical practitioner/nurse specialist/nurse consultant, responsible for the patient’s care, should be available for the HCP.

This should include:

• Diagnosis

• The frequency of venesection

• The volume of blood to be removed

• Replacement fluids and the volume to be infused (if applicable)

• Target ferritin/haematocrit/transferrin saturation/haemoglobin

• Use of antihypertensives

• Previous history of vasovagal

• Cardiac history

If the VS request is made verbally, or over the phone then this conversation must be documented in the patients written or electronic records; documenting clearly the referrer, the reason for the request and patient details (name, date of birth, address, HN etc). A date for VS should be

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22 Venesection Best Practice Guidance February 2020

arranged as per ward protocol at the patient’s earliest convenience.

ii. Post venesection documentation

The HCP should document consent, procedure and any complications in patient notes/electronic record, in particular, document the:

• Date and time of VS and HCP performing the VS

• Pre and post vital signs

• Details of site preparation (Loveday et al., 2014)

• The number and location of insertion attempts; details of the insertion technique utilised – for example, use of ultrasound or micro-introducer and any problems encountered during insertion

• The insertion site including vein(s) used (Loveday et al., 2014)

• Type of VAD size/gauge/length. Manufacturer, lot/batch and number, and expiry date (Loveday et al., 2014) if applicable

• Local anaesthetic including amount

• The patient’s tolerance of the insertion procedure (Bodenham et al., 2016)

• The appearance of the VAD site after insertion; for example, any bruising or bleeding, type of dressing and securement device utilised (Bodenham et al., 2016)

• Site and device care and condition/appearance using local assessment scales for phlebitis and/or infiltration/extravasation and so forth

• Any changes to any of the infusion equipment during the procedure (Bodenham et al., 2016)

• Amount of blood removed

• Time of VAD removal and appearance of site

• Any complications during removal of VAD and if any advice from vascular surgery or intervention radiology required (Bodenham et al., 2016)

• Record any adverse reactions to VS or infusion therapy in the patient records alongside the date, time and situation when the complication was noted and report, as per local and national requirements (MHRA, 2016). Include any strategies used to manage complications and evaluation of effectiveness (see section 22)

• Record the results of any monitoring; for example, insertion site assessment in the patient record, prescription chart or monitoring chart according to local policy

DOCUMENTATION

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Venesection Best Practice Guidance February 2020 23

DOCUMENTATION

• Pre and post observations/vital signs (INS, 2016)

• Blood results if required (i.e. pre Hb, transferrin saturation, ferritin or haematocrit). Document in the patient’s hand held record, if appropriate

• Check and document patient has eaten and hydrated pre and post VS

• Document post VS advice given

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24 Venesection Best Practice Guidance February 2020

THE THERAPEUTIC VENESECTION

12.1 Standard

Practitioners performing therapeutic VS should practice in a safe and competent manner, ensuring care is based on individualised patient needs as well as their medical requirements.

12.2 Guidance

i. Pre venesection

a. Patient Identification and Consent

• Positively identify the patient undergoing VS with name, date of birth

• Check the notes for reason for VS, parameters to monitor and initial written, informed consent (HCPC, 2016; NMC, 2018)

• If written, informed consent is not present, arrange for written consent to be obtained

• If written consent was previously obtained, the patient must verbally agree to the VS prior to it commencing and this must be documented in the notes

• Explain the procedure and answer any questions

b. Clinical assessment

• Make a brief clinical assessment of the patient including any new, or change to medical conditions and medications and record vital signs

• Ensure patient is well and that they are not hungry or dehydrated before procedure.

• Any concerns regarding patient’s fitness for VS, notify senior nursing staff or doctor before proceeding. Document concerns and advice given from senior staff

c. Contraindications and precautions

• If known history of vasovagal (fainting), lie patient flat (if tolerated) prior to procedure and ensure well hydrated.

• Consider performing the procedure with simultaneous intravenous fluid replacement to maintain normovolaemia

12 THE THERAPEUTIC VENESECTION

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THE THERAPEUTIC VENESECTION

• Increased risk of potential complications in the following requires extra caution whilst venesecting:

• Haemoglobin below normal levels

• Cardiac disease

• Hypertension if BP greater than 180/100

• Heart rate outside parameters of 50-100 (discuss with consultant)

• Hypotension if systolic BP less than 100mg/Hg

• If patient weighs less than 50kg (7stone 12lbs)

Discuss any of the above with medical doctor.

• Assess both arms re contraindications to venepuncture:

• Lymphoedema, mastectomy, irritation, bruising

• If patient is on Aspirin or anticoagulants, care should be taken to ensure sufficient pressure is applied to the vein post VS to ensure there is no excessive bleeding and to prevent haematoma formation which could possibly irritate the ulna nerve.

d. Calculating the volume of blood to be removed

The volume of blood to be removed should be stated by the referring HCP. In general, the recommended volume of blood to be removed during VS is 450mls (Fitzsimons et al., 2018; McMullin et al., 2018). Smaller volume VS should be considered on an individual basis based on tolerance, smaller body mass or medical history

When measuring the weight in grams the weight of the (empty) collection bag should be weighed then added to the volume to be collected

• 1ml blood weighs 1.0621g

• 450ml blood weighs 478g

NB. Weight of blood is calculated by multiplying the specific gravity which is 1.0621 (SG) by the volume of blood drawn. For example, 1.0621 x 450ml blood = 478g.

During the procedure take 478g of blood then add on the weight of the bag (which varies according to supplier) to obtain final weight.

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26 Venesection Best Practice Guidance February 2020

13.1 Standard

To ensure gauge and type of VAD fits comfortably into the most prominent vein with the least discomfort (World Health Organisation [WHO] 2010).

13.2 Guidance

Whilst WHO (2010) recommend a size 16-18 gauge for blood donor collection (NHSBT 2016); the rationale for this is to ensure preservation of cells. Whilst this is not necessary for therapeutic venesections, consideration should be given to the viscosity of blood and the likelihood of blood clotting in a smaller gauge device and collection system.

Consideration should also be given to the patient’s tolerance of needles, previous scarring and site of planned insertion.

General consensus recommends 16 – 18 gauge dependent upon patient tolerance and venous assessment.

13.3 Other Equipment

• Venesection collection pack with bag

• Suitable venous access device

• Appropriate blood disposal bin as per trust policy

• Cleaning agent for skin (as per infection control policy)

• VAD for isovolaemic infusion

• Tape

• Gauze/cotton wool

• Weighing device

• Blood pressure manometer – or tourniquet

• Needles

• Syringe

• Anaesthetic (if required)

• Blood sample bottles if required

• Gloves

13EQUIPMENT VASCULAR ACCESS DEVICE AND GAUGE

EQUIPMENT VASCULAR ACCESS DEVICE AND GAUGE

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Venesection Best Practice Guidance February 2020 27

VENESECTION PROCEDURE

14 VENESECTION PROCEDURE

Never leave the patient unatended during the venesection procedure

• Lie patient at 45 degrees or flat, if indicated and tolerated

• Wash and dry hands and prepare trolley and equipment

• Wash and dry hands and put on plastic apron

• Apply alcohol rub to hands and put on gloves

• If fluid replacement is required to prevent blood pressure dropping (isovolaemic venesection) clean skin, cannulate with VAD using Aseptic Non Touch Technique (ANTT), as per infection control and infusion guidelines and commence fluid balance chart and infusion as per prescription. Only a few patients require this, and it should be recorded in their notes if it is needed.

• Ensure oral fluids are available to the patient

• Select arm and vein for venesection venepuncture - general site is the antecubital fossa, assessing for no contraindications and support arm by pillow

• Apply tourniquet or blood pressure cuff inflated to 40mm/hg- 60mm/hg (WHO 2010 p 27). Pressure of 40mm/Hg can be maintained throughout the procedure to ensure blood flow but maintain capillary refill

• Clean patients skin as per infection control guidelines

• If needle phobic may require topical local anaesthetic cream to be applied 20-30 minutes before the procedure

• Insert venesection needle swiftly at 30 degrees (WHO 2010) ensuring bevel is facing upwards

• Secure the needle with tape and check tubing to ensure good flow has been established

Please note: If patients do not have suitable veins for venesection using the integral bag system, it may be necessary to use a cannula and syringe or blood sampling vacutainer to draw off the blood. Using a large bore cannula for example at a 20 gauge (pink) cannula may enable the venesection of patients with very thick blood.

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28 Venesection Best Practice Guidance February 2020

VENESECTION PROCEDURE

Note it is not recommended that a practitioner should attempt needle insertion more than 2 times (Gorski 2016).

Take requested blood samples, if not already undertaken, prior to procedure.

• Position the collection bag below patient, as this facilitates blood flow into bag. Blood flow should be sufficient to ensure the blood does not clot in the needle preventing completion of the procedure but ensure it does not flow too fast that it causes light-headedness, dizziness and vasovagal

• Place bag on weighing scales

• The patient may assist the flow of blood by squeezing a soft ball

Please note on first venesection there may be an increased risk of vasovagal. For PV, IECT and ECT the blood may be very thick and blood flow very slow. Venesection may take 30 minutes or more and it may not be possible to obtain full volume removal. However, poor blood flow may be due to position of needle.

• Remain with patient until desired amount of blood has been obtained by weighing the pack

• Once desired amount of blood has been removed, ask patient to stop squeezing the ball, remove tourniquet/BP cuff, clamp the line, remove needle and apply pressure with cotton wool/gauze to puncture site

• Apply firm pressure for 5 minutes, then check for haemostasis prior to applying firm dressing

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POST VENESECTION

15 POST VENESECTION

• Dispose of needle, line and collection bag in sharps bin

• Dispose of blood as per local COSHH policy

• The patient should remain reclined for 10 to 15 minutes post procedure and then slowly adopt an upright position

• Offer oral fluids/biscuits if appropriate

• Record vital signs

• Remove VAD

• Wash hands

• Ensure follow-up appointment for further treatment or outpatient review

15.1 Discharge Advice

• If this is the pateint’s first venesection there is a higher risk of vasovagal therefore it is strongly recommended that they are accompanied to and from the hospital and not to drive or operate machinery that day

• What to do if site bleeds: The puncture site may start to bleed once the patient has left the hospital. Alert the patient to this possibility and advise them to apply pressure and return to the department if the bleeding does not stop quickly

• What to do if feeling faint: notify nursing staff, but if patient has already left the department; sit down, request help and bend head towards knees

• When to have the next blood test and blood test request form given

• Patient aware of next appointment and ongoing plan

• Advise patient to increase fluid intake for rest of the day

• Avoid drinking alcohol and advise patient that if they do consume alcohol on the same day as a venesection that they may be over the drink driving limit

• Advise patients not to drive or operate machinery if any history of fainting, feeling faint, dizziness or delayed reaction

• Request patient to observe for bruising at venepuncture site and notify staff if tingling in hand, arm or swelling occurs

• Advise patient to wear puncture site dressing for 2-3 hours post venesection and to avoid lifting heavy objects on the affected side

Provide contact details of appropriate person/unit to call if any complications or queries including emergency contacts.

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30 Venesection Best Practice Guidance February 2020

RISKS AND POSSIBLE COMPLICATIONS OF THE PROCEDURE

If there is any complication or adverse reaction to the VS procedure, an incident form should be completed, and the patient’s medical team notified. All patients should be informed of the risks/complications associated with VS and written informed consent should be obtained for the first VS and verbal consent thereafter.

16.1 Haematoma

A haematoma is the most common complication of VS and is an accumulation of blood in the tissues. Symptoms include bruising, discolouration, swelling and local discomfort. As the size of a haematoma increases this swelling can exert pressure on surrounding tissues which may result in nerve irritation presenting with neurological symptoms such as pain radiating down the forearm and hand and parathesia and tingling. A haematoma may not be visible, but patients still experience nerve pain.

16.2 Vasovagal

Is a common acute complication of the VS procedure and can occur any time before, during or after VS. It can occur due to the volume of blood removed relative to the patient’s total blood volume or a psychological reaction to the procedure generated by the autonomic nervous system. Symptoms include, discomfort, feeling hot, nausea, dizziness or light headedness, weakness and anxiety. These symptoms may progress to loss of consciousness.

16.3 Scarring of the vein

Repeated venesections will cause scarring of the veins and eventually lead to difficulty accessing the vein.

16.4 Delayed bleeding

Is a spontaneous recommencement of bleeding from the VS site and can occur any time after the patient has left the ward/department.

16.5 Arterial Puncture

Arterial puncture is a puncture of the brachial artery or one of its branches by the VS needle. The main sign is bright red pulsatile blood flow and the bag

16RISKS AND POSSIBLE COMPLICATIONS OF THE PROCEDURE

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Venesection Best Practice Guidance February 2020 31

RISKS AND POSSIBLE COMPLICATIONS OF THE PROCEDURE

will fill very quickly due to the fast, arterial flow. Other symptoms may be pain around the elbow and haematoma formation. If a haematoma occurs there is an increased risk of compartment syndrome, brachial artery pseudo aneurysm and arterio-venous fistula.

16.6 Nerve Irritation

The haematoma may not be visible but can cause nerve pain; parathesia, tingling or radiating pain.

16.7 Nerve Injury

This can occur during needle insertion and removal which causes severe pain which radiates and is associated with parathesia.

16.8 Compartment syndrome

Can occur if the haematoma is large and accumulates in the deep layers of the forearm between the muscles and the tendons and can cause severe pain as well as nerve injury. The swelling may not visible and therefore difficult to recognise. HCP’s must act on the presenting symptoms.

16.9 Tendon injury

Injury to the tendon from the needle cause severe local pain immediately the needle is inserted.

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32 Venesection Best Practice Guidance February 2020

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Zubair A. Therapeutic phlebotomy. Clin Liv Dis. 2014; 4(5):102–106

REFERENCES

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36 Venesection Best Practice Guidance February 2020

APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

Patient Title Mr ⬛ Mrs ⬛ Miss ⬛ Ms ⬛ Other

Gender M ⬛ F ⬛

Patient Name

Patient Current Address

Postcode

Home Telephone

Mobile Telephone

Date of Birth Age

Religion

Language

Occupation

Ethnic Origin

Marital Status Married ⬛ Partner ⬛ Single ⬛

Divorced ⬛ Widowed ⬛Name of First Contact

Relationship to Patient

First Contact Address

And Postcode

Home Telephone

Mobile Telephone

Work Telephone Hours of Work

PATIENT DETAILS

Patient label

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Venesection Best Practice Guidance February 2020 37

APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

TO BE COMPLETED BY REFERRING CLINICIAN: Date: Print Surname:

Responsible Consultant

PROPOSED PROCEDURE & FREQUENCYNO abbreviations and indicate site / side in words

Duration of TreatmentBefore Review:

⬛ 6 months

⬛ 12 months

⬛ Other

Operation Code(s)

TREATMENT PARAMETERS: CIRCLE/TICK ALL THAT APPLY

Ferritin Levels:<100

FBC Results: Maintain Hb > 10g/dl

Is the patient on any form of anticoagulation?

Is the patient Diabetic?

Yes ⬛ No ⬛Yes ⬛ No ⬛

Any other comments for attention of listing staff?

CLINIC ASSESSMENT FOR VENESECTION

Patient label

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38 Venesection Best Practice Guidance February 2020

APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

HEALTH SCREENING: Do you suffer from or have you ever had Yes No

1. Heart attack, angina, chest pains or any heart disease?

2. High blood pressure?

3. Regular palpitations or a pacemaker?

4. Asthma, bronchitis or emphysema?

5. Breathlessness when walking or climbing a single flight of stairs?

6. Do you suffer from sleep apnoea or breathing problems during your sleep?

7. Faints, blackouts or strokes?

8. Fits or epilepsy?

9. Diabetes?

10. Jaundice or liver disease?

11. Kidney disease?

12. Unusually easy bruising, a bleeding tendency or thrombosis?

13. Anaemia, sickle cell disease or other blood disorder?

14. Have you previously had blood clots in your legs (Deep Vein Thrombosis (DVT)) or lungs (Pulmonory Embolism (PE))?

15. Have you any allergies? (including latex / antibiotics / drugs etc)

To what?

16. Do you drink more than 14 units of alcohol per week?

17. Do you have any other serious medical condition we should know about or been a hospital in-patient within the last 3 months?

Please tell us more information

18. FINALLY, are you taking any tablets, pills, inhalers or other medication?

MEDICAL SCREENING QUESTIONNAIRE (PATIENT TO COMPLETE PLEASE)

Patient label

FOR SAFETY REASONS: Please answer these questions as carefully and as accurately as you can.

If you don’t understand anything – please ask.

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Venesection Best Practice Guidance February 2020 39

APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

OBSERVATION CHART (IF REQUIRED)

Patient label

Date

Time (24 hour clock)

200

190

180

170

160

150

Pulse 140

130

and 120

110

Blood pressure 100

90

80

70

60

50

40

30

Breaths per minute

Oxygen saturation (Spo2)

Limbs pink and warm

Y=Yes N=No NA=Not applicable

Initials of nurse

DATE COMMUNICATION SIGNATURE

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40 Venesection Best Practice Guidance February 2020

APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

COMMUNICATION SHEET FOR NURSING STAFF AND ALLIED HEALTH PROFESSIONALS

Patient label

DATE COMMUNICATION SIGNATURE

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APPENDIX A – SAMPLE CARE PATHWAY RECORD/FORM

SIGNATURE RECORD

Patient label

PRINT NAME JOB TITLE GATEWAY SIGNATURE INITIALS

All members of staff who are using this Care Pathway should use black ink and complete this section.

You can then use initials when recording care.

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42 Venesection Best Practice Guidance February 2020

APPENDIX B – SAMPLE VENESECTION RECORD FORM

INTEGRATED CLINICAL PATHWAY- VENESECTION

Name:

NHS/CHI No:

Previous side effects Yes/No Comments:

Previous vasovagal episodes? Yes/No Comments:

Bruising Yes/No Comments:

Cannulation site on previous venesection

Left/Right State position

Previous cannula issues(If known difficulties in cannulation, seek assistance if needed)cannulation, seek assistance if needed)

Yes/No Comments:

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Venesection Best Practice Guidance February 2020 43

APPENDIX B – SAMPLE VENESECTION RECORD FORM

Date/Time MDT notes: Signature/Print name

FBC

Ferritin

Pre procedure observations:

BP: Pulse:

Verbal consent taken

Procedure notes:

Date/Time MDT notes: Signature/Print name

Pre procedure observations:

BP: Pulse:

Post procedure notes:

Procedure notes: mls

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44 Venesection Best Practice Guidance February 2020

APPENDIX B – SAMPLE VENESECTION RECORD FORM

Date/Time Checklist Comments: Signature/Print name

Patient offered a drink(especially if feeling faint)

Patient advised to wait in department for 15 minutes post procedure

Blood forms printed and given to patient(if required)

Next appointment booked

Frequency:

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Venesection Best Practice Guidance February 2020 45

APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

PATIENT AGREEMENT TO INVESTIGATION OR TREATMENT

Patient’s surname/family name

Patient’s first name

Date of birth

NHS number (or other identifier)

⬛ Male ⬛ Female

Special requirements(e.g. other language/other communication method)

Responsible health professional

Job title

To be retained in Patient’s Notes

Patient details (or pre-printed label)

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46 Venesection Best Practice Guidance February 2020

APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

Guidance to health professionals (to be read in conjunction with consent policy)

What a Consent Form is for

This form documents the patient’s agreement to go ahead with the investigation or treatment you have proposed. It is not a legal waiver – if patients, for example, do not receive enough information on which to base their decision, then the consent may not be valid, even though the form has been signed.

Patients are also entitled to change their mind after signing the form, if they retain the capacity to do so. The form should act as an aide-mémoire to health professionals and patients, by providing a check-list of the kind of information patients should be offered, and by enabling the patient to have a written record of the main points discussed. In no way, however, should the written information provided for the patient be regarded as a substitute for face-to-face discussions with the patient.

The Law on ConsentSee the Department of Health’s Reference guide to consent for examination or treatment for a comprehensive summary of the law on consent (also available at www.doh.gov.uk/consent).

Who can give Consent

Everyone aged 16 or more is presumed to be competent to give consent for themselves, unless the opposite is demonstrated.

If a child under the age of 16 has “sufficient understanding and intelligence to enable him or her to understand fully what is proposed”, then he or she will be competent to give consent for himself or herself. Young people aged 16 and 17, and legally ‘competent’ younger children, may therefore sign this form for themselves, but may like a parent to countersign as well. If the child is not able to give consent for himself or herself, someone with parental responsibility may do so on their behalf and a separate form is available for this purpose. Even where a child is able to give consent for himself or herself, you should always involve those with parental responsibility in the child’s care, unless the child specifically asks you not to do so.

If a patient is mentally competent but is physically unable to sign a form you should complete this form a usual and ask an independent witness to confirm that the patient has given consent orally or non-verbally.

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APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

When NOT to use this form

If the patient is 18 or over and lacks the capacity to give consent, you should use an alternate form (for adults who lack the capacity to consent to investigation or treatment), instead of this form. A patient lacks capacity if they have an impairment of the mind or brain or disturbance affecting the way their mind or brain works and they cannot:

• understand information about the decision to be made

• retain the information in their mind

• use or weigh that information as part of the decision-making process, or

• communicate their decision (by talking, using sign language or any other means)

You should always take all reasonable steps (for example involving more specialist colleagues) to support a patient in making their own decision, before concluding that they are unable to do so.

Relatives cannot be asked to sign a form on behalf of an adult who lacks capacity to consent for themselves, unless they have been given the authority to do so under a Lasting Power of Attorney or as a court appointed deputy.

Information

Information about the treatment will involve, its benefits and risks (including side-effects and complications) and the alternatives to the particular procedure proposed, is crucial for patients when making up their minds. The courts have stated that patients should be told about ‘significant risks which would affect the judgement of a reasonable patient’. ‘Significant’ has not been legally defined, but the GMC requires doctors to tell patients about ‘serious or frequently occurring’ risks. In addition if patients make clear they have particular concerns about a certain kinds of risk, you should make sure they are informed about the risks, even if they are very small or rare. You should always answer questions honestly. Sometimes, patients may make it clear that they do not want to have any information about the options, but want you to decide on their behalf. In such circumstances, you should do your best to ensure that the patient receives at least very basic information about what is proposed. Where information is refused, you should document this on page 2 of the form or in the patient’s notes.

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48 Venesection Best Practice Guidance February 2020

Name of proposed procedure or course of treatment (include brief explanation if medical term not clear)

Statement of health professional (to be filled in by health professional with appropriate knowledge of proposed procedure, as specified in consent policy)

The intended benefits

Significant, unavoidable or frequently occurring risks

Any extra procedures which may become necessary during the procedure

⬛ Blood transfusion

⬛ Other procedure (please specify)

I have also discussed what the procedure is likely to involve, the benefits and risks of any available alternative treatment (including no treatment) and any particular concerns of this patient.

⬛ The following leaflet/tape has been provided

This procedure will involve:

⬛ general and/or regional anaesthesia ⬛ local anaesthesia

⬛ sedation ⬛ anaesthetic written information given

Signed Date

Name (PRINT) Job title

Contact details (if patient wishes to discuss options later)

Statement of interpreter (where appropriate)I have interpreted the information above to the patient to the best of my ability and in a way in which I believe s/he can understand.

Patient identifier/label

APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

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Venesection Best Practice Guidance February 2020 49

APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

Statement of Patient Please read this form carefully. If your treatment has been planned in advance, you should already have your own copy which describes the benefits and risks of the proposed treatment. If not, you will be offered a copy now. If you have any further questions, do ask – we are here to help you. You have the right to change your mind at any time, including after you have signed this form.

• I agree to the procedure or course of treatment described on this form

• I understand that you cannot give me a guarantee that a particular person will perform the procedure. The person will, however, have appropriate experience

• I understand that I will have the opportunity to discuss the details of the anaesthesia with the anaesthetist before the procedure, unless the urgency of my situation prevents this. (This only applies to patients having general or regional anaesthesia)

• I understand that any procedure in addition of those described on this form will only be carried out if necessary to save my life or to prevent serious harm to my health

• I have been told about additional procedures which may become necessary during my treatment. I have listed below any procedures which I do not wish to be carried out without further discussion

Patient’s Signature Date

Name (PRINT)

Patient identifier/label

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50 Venesection Best Practice Guidance February 2020

A witness should sign below if the patient is unable to sign but has indicated his or her consent.

Witness’ Signature Date

Name (PRINT)

Confirmation of Consent (to be completed by a health professional when the patient is admitted for the procedure, if the patient has signed the form in advance).

On behalf of the team treating the patient, I have confirmed with the patient that s/he has no further questions and wishes the procedure to go ahead.

HCP Signature Date

Name (PRINT) Job Title

Important notes: (Tick if applicable)

⬛ See also advance directive/living will (e.g. Jehovah’s Witness form)

⬛ Patient has withdrawn consent (ask patient to sign/date here)

Patient’s Signature Date

Name (PRINT)

APPENDIX C – SAMPLE PATIENT CONSENT FORM FOR VENESECTION

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Venesection Best Practice Guidance February 2020 51

ADDITIONAL NOTES

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ADDITIONAL NOTES

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This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License. ISBN: 978-1-5272-5516-6