CLIA CCC study materials
CLIA CCC study resources

CLIA CCC cheat sheet

CLIA CCC · Keep the key ideas within reach.

Quick reference

Clinical Chemistry

  • Anion gap = Na − (Cl + HCO3); reference ~8–12 mmol/L; elevated gap suggests MUDPILES (methanol, uremia, DKA, propylene glycol, isoniazid, lactic acidosis, ethylene glycol, salicylates).

  • Osmolal gap = measured osmolality − calculated (2Na + glucose/18 + BUN/2.8); gap >10 suggests unmeasured osmoles such as methanol or ethylene glycol.

  • Friedewald LDL = TC − HDL − (TG/5), valid only when TG <400 mg/dL; use direct LDL or non-HDL when TG exceeds this.

  • Corrected calcium (mg/dL) = measured Ca + 0.8 × (4.0 − albumin g/dL); ionized calcium is unaffected by albumin.

  • Enzymatic creatinine methods are subject to negative interference from high bilirubin and positive interference from ketoacids; Jaffe methods are less specific.

  • Cardiac troponin I and T rise 3–6 h after injury, peak ~12–24 h, and remain elevated for 5–14 days; CK-MB normalizes in 2–3 days.

  • HbA1c reflects mean glucose over ~90–120 days (RBC lifespan); NGSP-certified methods must be used, and hemoglobin variants can interfere with some assays.

  • Delta checks flag a result that differs from the patient's prior value by more than a set threshold; they are a key autoverification safety rule.

Quick reference

Hematology

  • MCV = (Hct × 10)/RBC (fL); MCH = Hgb/RBC × 10 (pg); MCHC = Hgb/Hct × 100 (g/dL); MCHC >36 suggests spherocytosis, lipemia, or cold agglutinin artifact.

  • RDW-CV >14.5% indicates anisocytosis; a high RDW with low MCV favors iron deficiency over thalassemia trait.

  • Corrected WBC = observed WBC × (100 / (100 + nucleated RBCs per 100 WBC)); failure to correct causes falsely elevated counts in newborns.

  • Reticulocyte index = reticulocyte % × (patient Hct / normal Hct) ÷ maturation factor (~2 for Hct <25%); index >2 indicates adequate marrow response.

  • PT measures extrinsic/common pathway (factors VII, X, V, II, fibrinogen); aPTT measures intrinsic/common (VIII, IX, XI, XII, X, V, II, fibrinogen).

  • Mixing study: correction of a prolonged aPTT immediately after 1:1 mixing suggests factor deficiency; failure to correct suggests an inhibitor such as lupus anticoagulant or factor VIII inhibitor.

  • D-dimer has high sensitivity but low specificity for VTE; a negative result with low pretest probability supports exclusion of pulmonary embolism.

  • G6PD deficiency shows bite cells and Heinz bodies; do not transfuse or test during acute hemolysis because reticulocytes and young RBCs have higher enzyme levels.

Quick reference

Microbiology

  • Staphylococcus aureus: catalase positive, coagulase positive, grows in 6.5% NaCl; streptococci are catalase negative.

  • Lancefield grouping: group A = S. pyogenes (bacitracin susceptible), group B = S. agalactiae (hippurate positive, CAMP positive).

  • Enterobacteriaceae are oxidase negative, glucose fermenters, and reduce nitrate; Pseudomonas aeruginosa is oxidase positive and non-fermentative.

  • Blood culture bottles should be incubated at 35–37 °C and routinely held 5 days; organisms such as Brucella and HACEK require extended incubation.

  • CSF bacterial meningitis typical profile: elevated WBC with neutrophil predominance, high protein, low glucose (<40 mg/dL or CSF/serum ratio <0.4).

  • MRSA is confirmed by cefoxitin disk or oxacillin/mecA PCR; inducible clindamycin resistance is detected with the D-test.

  • Carbapenemase-producing organisms are screened by carbapenem MIC or disk diffusion and confirmed by PCR or phenotypic tests such as mCIM.

  • Urine culture colony count ≥10^5 CFU/mL of a single organism is significant in clean-catch specimens; mixed flora suggests contamination.

Quick reference

Immunohematology (Blood Bank)

  • ABO: A has A antigen and anti-B; B has B antigen and anti-A; AB has both antigens and no antibodies; O has no antigens and both anti-A and anti-B.

  • Forward and reverse ABO grouping must agree; a discrepancy requires resolution before transfusion (e.g., weak subgroups, cold autoantibody, or missing reverse reaction in newborns).

  • Rh(D) negative patients receive D-negative RBCs; weak D testing determines whether a donor unit is labeled D positive or negative.

  • Antibody screen positive requires identification by panel cells; clinically significant antibodies (e.g., anti-Jka, anti-K, anti-Fya) require antigen-negative units.

  • Crossmatch: immediate spin detects ABO incompatibility; AHG phase detects IgG antibodies; computer crossmatch is allowed only when the antibody screen is negative and historical records agree.

  • RBC units stored at 1–6 °C; expiration depends on additive: AS-1/AS-3 = 42 days, CPDA-1 = 35 days, and CPD/CP2D = 21 days.

  • Platelets stored at 20–24 °C with continuous agitation for 5 days; never refrigerate platelets.

  • Transfusion reaction: stop transfusion immediately, keep IV line open with saline, and return the bag and tubing with post-transfusion samples for investigation.

Quick reference

Clinical Immunology and Serology

  • Sensitivity = TP/(TP + FN); specificity = TN/(TN + FP); positive predictive value depends on disease prevalence.

  • ELISA: direct detects antigen, indirect detects antibody; sandwich ELISA is highly sensitive for antigen detection.

  • Western blot is used as a confirmatory test (e.g., HIV, Lyme); interpretation requires detection of specific bands, not just any band.

  • ANA by IFA: homogeneous pattern suggests anti-dsDNA or anti-histone; speckled suggests anti-Sm, anti-RNP, or anti-SSA/SSB.

  • Anti-dsDNA and anti-Sm are specific for SLE; anti-histone is associated with drug-induced lupus.

  • Rheumatoid factor is an IgM antibody against IgG Fc; anti-CCP is more specific for rheumatoid arthritis.

  • Complement: C3 and C4 decrease in active SLE and in immune-complex disease; CH50 measures the classical pathway.

  • Syphilis serology: nontreponemal tests (RPR, VDRL) are used for screening and monitoring; treponemal tests (FTA-ABS, TP-PA) confirm and remain positive for life.

Quick reference

Urinalysis and Body Fluids

  • Urine specific gravity by reagent strip reflects ionic concentration and is affected by pH; refractometry measures all solutes.

  • Reagent strip protein is most sensitive to albumin; a positive result at low pH can be a false positive from high specific gravity or alkaline urine.

  • Leukocyte esterase detects esterases from neutrophils; nitrite positivity indicates nitrate-reducing organisms such as Enterobacteriaceae.

  • Hyaline casts are normal; RBC casts indicate glomerular bleeding; WBC casts suggest pyelonephritis; waxy casts indicate chronic renal failure.

  • Urine pH >7.5 with positive nitrite and leukocyte esterase supports urinary tract infection; alkaline urine can also cause false-positive protein.

  • Synovial fluid: normal is clear, viscous, WBC <200/µL; septic fluid is turbid, low viscosity, WBC >50,000/µL with neutrophil predominance.

  • CSF glucose should be about 60% of serum glucose; values <40 mg/dL or a ratio <0.4 suggest bacterial or fungal meningitis.

  • Semen analysis reference: volume ≥1.5 mL, concentration ≥15 million/mL, total motility ≥40%, normal morphology ≥4% (WHO 2010).

Quick reference

Molecular Diagnostics and Cytogenetics

  • PCR requires a thermostable DNA polymerase, primers, dNTPs, Mg2+, and template; each cycle doubles the target in exponential phase.

  • Real-time PCR quantifies product by fluorescence; Ct value is inversely proportional to starting template concentration.

  • Sanger sequencing is the gold standard for single-gene confirmation; next-generation sequencing provides high throughput but requires bioinformatics validation.

  • Karyotype resolution is ~5–10 Mb; FISH detects specific loci with ~100–200 kb resolution; microarray detects copy-number changes at kilobase resolution.

  • Common translocations: t(9;22) BCR-ABL in CML; t(15;17) PML-RARA in APL; t(8;21) RUNX1-RUNX1T1 in AML.

  • Turner syndrome is 45,X; Klinefelter is 47,XXY; Down syndrome is trisomy 21, most often from maternal nondisjunction.

  • Molecular testing must include positive and negative controls per run, and contamination controls such as no-template controls.

Quick reference

Laboratory Operations, Quality Assurance, and Safety

  • Levey-Jennings chart: results within ±2 SD are acceptable; a single result beyond ±3 SD or two consecutive beyond ±2 SD on one side is a rejection rule.

  • Westgard rules: 1-3s (reject), 2-2s (reject), R-4s (reject), 4-1s (reject), 10x (reject); 1-2s is a warning.

  • Coefficient of variation (CV) = (SD/mean) × 100; lower CV indicates better precision.

  • Standard precautions require gloves for all blood and body fluid contact; PPE selection depends on task and exposure risk.

  • Chemical spills: use the SDS for hazard information, contain the spill, and use appropriate absorbent; mercury spills require special cleanup.

  • Fire safety: PASS = Pull, Aim, Squeeze, Sweep; use a Class C extinguisher for electrical fires.

  • Biological spill cleanup: absorb, apply disinfectant (e.g., 1:10 bleach), allow contact time, and dispose as biohazardous waste.

  • Proficiency testing (PT) must be performed like patient samples; unacceptable PT results require investigation and corrective action.

Quick reference

Regulatory Compliance and CLIA Standards

  • CLIA complexity categories: waived, moderate complexity, and high complexity; the laboratory's certificate must match the testing performed.

  • A Certificate of Waiver permits only waived tests; a Certificate of Compliance or Accreditation is required for moderate- and high-complexity testing.

  • Moderate-complexity labs must have a laboratory director, technical consultant, and general supervisor; high-complexity labs also require a technical supervisor.

  • Personnel qualifications: high-complexity testing requires a director with a doctoral degree and appropriate experience; technologists need specified education and experience.

  • Quality assessment (QA) must include preanalytic, analytic, and postanalytic monitoring, plus review of proficiency testing and patient complaints.

  • Proficiency testing is required for regulated analytes; alternative assessment is allowed for unregulated analytes.

  • CLIA requires biennial inspection (or accreditation survey) and a current certificate; changes in ownership or location require notification.

  • Record retention: patient test records generally 2 years; quality control and proficiency records 2 years; some states require longer.

Quick reference

Clinical Chemistry

  • Anion gap = Na − (Cl + HCO3); reference ~8–12 mmol/L; elevated gap suggests MUDPILES (methanol, uremia, DKA, propylene glycol, isoniazid, lactic acidosis, ethylene glycol, salicylates).

  • Osmolal gap = measured osmolality − calculated (2Na + glucose/18 + BUN/2.8); gap >10 suggests unmeasured osmoles such as methanol or ethylene glycol.

  • Friedewald LDL = TC − HDL − (TG/5), valid only when TG <400 mg/dL; use direct LDL or non-HDL when TG exceeds this.

  • Corrected calcium (mg/dL) = measured Ca + 0.8 × (4.0 − albumin g/dL); ionized calcium is unaffected by albumin.

  • Enzymatic creatinine methods are subject to negative interference from high bilirubin and positive interference from ketoacids; Jaffe methods are less specific.

  • Cardiac troponin I and T rise 3–6 h after injury, peak ~12–24 h, and remain elevated for 5–14 days; CK-MB normalizes in 2–3 days.

  • HbA1c reflects mean glucose over ~90–120 days (RBC lifespan); NGSP-certified methods must be used, and hemoglobin variants can interfere with some assays.

  • Delta checks flag a result that differs from the patient's prior value by more than a set threshold; they are a key autoverification safety rule.

Quick reference

Hematology

  • MCV = (Hct × 10)/RBC (fL); MCH = Hgb/RBC × 10 (pg); MCHC = Hgb/Hct × 100 (g/dL); MCHC >36 suggests spherocytosis, lipemia, or cold agglutinin artifact.

  • RDW-CV >14.5% indicates anisocytosis; a high RDW with low MCV favors iron deficiency over thalassemia trait.

  • Corrected WBC = observed WBC × (100 / (100 + nucleated RBCs per 100 WBC)); failure to correct causes falsely elevated counts in newborns.

  • Reticulocyte index = reticulocyte % × (patient Hct / normal Hct) ÷ maturation factor (~2 for Hct <25%); index >2 indicates adequate marrow response.

  • PT measures extrinsic/common pathway (factors VII, X, V, II, fibrinogen); aPTT measures intrinsic/common (VIII, IX, XI, XII, X, V, II, fibrinogen).

  • Mixing study: correction of a prolonged aPTT immediately after 1:1 mixing suggests factor deficiency; failure to correct suggests an inhibitor such as lupus anticoagulant or factor VIII inhibitor.

  • D-dimer has high sensitivity but low specificity for VTE; a negative result with low pretest probability supports exclusion of pulmonary embolism.

  • G6PD deficiency shows bite cells and Heinz bodies; do not transfuse or test during acute hemolysis because reticulocytes and young RBCs have higher enzyme levels.

Quick reference

Microbiology

  • Staphylococcus aureus: catalase positive, coagulase positive, grows in 6.5% NaCl; streptococci are catalase negative.

  • Lancefield grouping: group A = S. pyogenes (bacitracin susceptible), group B = S. agalactiae (hippurate positive, CAMP positive).

  • Enterobacteriaceae are oxidase negative, glucose fermenters, and reduce nitrate; Pseudomonas aeruginosa is oxidase positive and non-fermentative.

  • Blood culture bottles should be incubated at 35–37 °C and routinely held 5 days; organisms such as Brucella and HACEK require extended incubation.

  • CSF bacterial meningitis typical profile: elevated WBC with neutrophil predominance, high protein, low glucose (<40 mg/dL or CSF/serum ratio <0.4).

  • MRSA is confirmed by cefoxitin disk or oxacillin/mecA PCR; inducible clindamycin resistance is detected with the D-test.

  • Carbapenemase-producing organisms are screened by carbapenem MIC or disk diffusion and confirmed by PCR or phenotypic tests such as mCIM.

  • Urine culture colony count ≥10^5 CFU/mL of a single organism is significant in clean-catch specimens; mixed flora suggests contamination.

Quick reference

Immunohematology (Blood Bank)

  • ABO: A has A antigen and anti-B; B has B antigen and anti-A; AB has both antigens and no antibodies; O has no antigens and both anti-A and anti-B.

  • Forward and reverse ABO grouping must agree; a discrepancy requires resolution before transfusion (e.g., weak subgroups, cold autoantibody, or missing reverse reaction in newborns).

  • Rh(D) negative patients receive D-negative RBCs; weak D testing determines whether a donor unit is labeled D positive or negative.

  • Antibody screen positive requires identification by panel cells; clinically significant antibodies (e.g., anti-Jka, anti-K, anti-Fya) require antigen-negative units.

  • Crossmatch: immediate spin detects ABO incompatibility; AHG phase detects IgG antibodies; computer crossmatch is allowed only when the antibody screen is negative and historical records agree.

  • RBC units stored at 1–6 °C; expiration depends on additive: AS-1/AS-3 = 42 days, CPDA-1 = 35 days, and CPD/CP2D = 21 days.

  • Platelets stored at 20–24 °C with continuous agitation for 5 days; never refrigerate platelets.

  • Transfusion reaction: stop transfusion immediately, keep IV line open with saline, and return the bag and tubing with post-transfusion samples for investigation.

Quick reference

Clinical Immunology and Serology

  • Sensitivity = TP/(TP + FN); specificity = TN/(TN + FP); positive predictive value depends on disease prevalence.

  • ELISA: direct detects antigen, indirect detects antibody; sandwich ELISA is highly sensitive for antigen detection.

  • Western blot is used as a confirmatory test (e.g., HIV, Lyme); interpretation requires detection of specific bands, not just any band.

  • ANA by IFA: homogeneous pattern suggests anti-dsDNA or anti-histone; speckled suggests anti-Sm, anti-RNP, or anti-SSA/SSB.

  • Anti-dsDNA and anti-Sm are specific for SLE; anti-histone is associated with drug-induced lupus.

  • Rheumatoid factor is an IgM antibody against IgG Fc; anti-CCP is more specific for rheumatoid arthritis.

  • Complement: C3 and C4 decrease in active SLE and in immune-complex disease; CH50 measures the classical pathway.

  • Syphilis serology: nontreponemal tests (RPR, VDRL) are used for screening and monitoring; treponemal tests (FTA-ABS, TP-PA) confirm and remain positive for life.

Quick reference

Urinalysis and Body Fluids

  • Urine specific gravity by reagent strip reflects ionic concentration and is affected by pH; refractometry measures all solutes.

  • Reagent strip protein is most sensitive to albumin; a positive result at low pH can be a false positive from high specific gravity or alkaline urine.

  • Leukocyte esterase detects esterases from neutrophils; nitrite positivity indicates nitrate-reducing organisms such as Enterobacteriaceae.

  • Hyaline casts are normal; RBC casts indicate glomerular bleeding; WBC casts suggest pyelonephritis; waxy casts indicate chronic renal failure.

  • Urine pH >7.5 with positive nitrite and leukocyte esterase supports urinary tract infection; alkaline urine can also cause false-positive protein.

  • Synovial fluid: normal is clear, viscous, WBC <200/µL; septic fluid is turbid, low viscosity, WBC >50,000/µL with neutrophil predominance.

  • CSF glucose should be about 60% of serum glucose; values <40 mg/dL or a ratio <0.4 suggest bacterial or fungal meningitis.

  • Semen analysis reference: volume ≥1.5 mL, concentration ≥15 million/mL, total motility ≥40%, normal morphology ≥4% (WHO 2010).

Quick reference

Molecular Diagnostics and Cytogenetics

  • PCR requires a thermostable DNA polymerase, primers, dNTPs, Mg2+, and template; each cycle doubles the target in exponential phase.

  • Real-time PCR quantifies product by fluorescence; Ct value is inversely proportional to starting template concentration.

  • Sanger sequencing is the gold standard for single-gene confirmation; next-generation sequencing provides high throughput but requires bioinformatics validation.

  • Karyotype resolution is ~5–10 Mb; FISH detects specific loci with ~100–200 kb resolution; microarray detects copy-number changes at kilobase resolution.

  • Common translocations: t(9;22) BCR-ABL in CML; t(15;17) PML-RARA in APL; t(8;21) RUNX1-RUNX1T1 in AML.

  • Turner syndrome is 45,X; Klinefelter is 47,XXY; Down syndrome is trisomy 21, most often from maternal nondisjunction.

  • Molecular testing must include positive and negative controls per run, and contamination controls such as no-template controls.

Quick reference

Laboratory Operations, Quality Assurance, and Safety

  • Levey-Jennings chart: results within ±2 SD are acceptable; a single result beyond ±3 SD or two consecutive beyond ±2 SD on one side is a rejection rule.

  • Westgard rules: 1-3s (reject), 2-2s (reject), R-4s (reject), 4-1s (reject), 10x (reject); 1-2s is a warning.

  • Coefficient of variation (CV) = (SD/mean) × 100; lower CV indicates better precision.

  • Standard precautions require gloves for all blood and body fluid contact; PPE selection depends on task and exposure risk.

  • Chemical spills: use the SDS for hazard information, contain the spill, and use appropriate absorbent; mercury spills require special cleanup.

  • Fire safety: PASS = Pull, Aim, Squeeze, Sweep; use a Class C extinguisher for electrical fires.

  • Biological spill cleanup: absorb, apply disinfectant (e.g., 1:10 bleach), allow contact time, and dispose as biohazardous waste.

  • Proficiency testing (PT) must be performed like patient samples; unacceptable PT results require investigation and corrective action.

Quick reference

Regulatory Compliance and CLIA Standards

  • CLIA complexity categories: waived, moderate complexity, and high complexity; the laboratory's certificate must match the testing performed.

  • A Certificate of Waiver permits only waived tests; a Certificate of Compliance or Accreditation is required for moderate- and high-complexity testing.

  • Moderate-complexity labs must have a laboratory director, technical consultant, and general supervisor; high-complexity labs also require a technical supervisor.

  • Personnel qualifications: high-complexity testing requires a director with a doctoral degree and appropriate experience; technologists need specified education and experience.

  • Quality assessment (QA) must include preanalytic, analytic, and postanalytic monitoring, plus review of proficiency testing and patient complaints.

  • Proficiency testing is required for regulated analytes; alternative assessment is allowed for unregulated analytes.

  • CLIA requires biennial inspection (or accreditation survey) and a current certificate; changes in ownership or location require notification.

  • Record retention: patient test records generally 2 years; quality control and proficiency records 2 years; some states require longer.

Quick reference

Clinical Chemistry

  • Anion gap = Na − (Cl + HCO3); reference ~8–12 mmol/L; elevated gap suggests MUDPILES (methanol, uremia, DKA, propylene glycol, isoniazid, lactic acidosis, ethylene glycol, salicylates).

  • Osmolal gap = measured osmolality − calculated (2Na + glucose/18 + BUN/2.8); gap >10 suggests unmeasured osmoles such as methanol or ethylene glycol.

  • Friedewald LDL = TC − HDL − (TG/5), valid only when TG <400 mg/dL; use direct LDL or non-HDL when TG exceeds this.

  • Corrected calcium (mg/dL) = measured Ca + 0.8 × (4.0 − albumin g/dL); ionized calcium is unaffected by albumin.

  • Enzymatic creatinine methods are subject to negative interference from high bilirubin and positive interference from ketoacids; Jaffe methods are less specific.

  • Cardiac troponin I and T rise 3–6 h after injury, peak ~12–24 h, and remain elevated for 5–14 days; CK-MB normalizes in 2–3 days.

  • HbA1c reflects mean glucose over ~90–120 days (RBC lifespan); NGSP-certified methods must be used, and hemoglobin variants can interfere with some assays.

  • Delta checks flag a result that differs from the patient's prior value by more than a set threshold; they are a key autoverification safety rule.

Quick reference

Hematology

  • MCV = (Hct × 10)/RBC (fL); MCH = Hgb/RBC × 10 (pg); MCHC = Hgb/Hct × 100 (g/dL); MCHC >36 suggests spherocytosis, lipemia, or cold agglutinin artifact.

  • RDW-CV >14.5% indicates anisocytosis; a high RDW with low MCV favors iron deficiency over thalassemia trait.

  • Corrected WBC = observed WBC × (100 / (100 + nucleated RBCs per 100 WBC)); failure to correct causes falsely elevated counts in newborns.

  • Reticulocyte index = reticulocyte % × (patient Hct / normal Hct) ÷ maturation factor (~2 for Hct <25%); index >2 indicates adequate marrow response.

  • PT measures extrinsic/common pathway (factors VII, X, V, II, fibrinogen); aPTT measures intrinsic/common (VIII, IX, XI, XII, X, V, II, fibrinogen).

  • Mixing study: correction of a prolonged aPTT immediately after 1:1 mixing suggests factor deficiency; failure to correct suggests an inhibitor such as lupus anticoagulant or factor VIII inhibitor.

  • D-dimer has high sensitivity but low specificity for VTE; a negative result with low pretest probability supports exclusion of pulmonary embolism.

  • G6PD deficiency shows bite cells and Heinz bodies; do not transfuse or test during acute hemolysis because reticulocytes and young RBCs have higher enzyme levels.

Quick reference

Microbiology

  • Staphylococcus aureus: catalase positive, coagulase positive, grows in 6.5% NaCl; streptococci are catalase negative.

  • Lancefield grouping: group A = S. pyogenes (bacitracin susceptible), group B = S. agalactiae (hippurate positive, CAMP positive).

  • Enterobacteriaceae are oxidase negative, glucose fermenters, and reduce nitrate; Pseudomonas aeruginosa is oxidase positive and non-fermentative.

  • Blood culture bottles should be incubated at 35–37 °C and routinely held 5 days; organisms such as Brucella and HACEK require extended incubation.

  • CSF bacterial meningitis typical profile: elevated WBC with neutrophil predominance, high protein, low glucose (<40 mg/dL or CSF/serum ratio <0.4).

  • MRSA is confirmed by cefoxitin disk or oxacillin/mecA PCR; inducible clindamycin resistance is detected with the D-test.

  • Carbapenemase-producing organisms are screened by carbapenem MIC or disk diffusion and confirmed by PCR or phenotypic tests such as mCIM.

  • Urine culture colony count ≥10^5 CFU/mL of a single organism is significant in clean-catch specimens; mixed flora suggests contamination.

Quick reference

Immunohematology (Blood Bank)

  • ABO: A has A antigen and anti-B; B has B antigen and anti-A; AB has both antigens and no antibodies; O has no antigens and both anti-A and anti-B.

  • Forward and reverse ABO grouping must agree; a discrepancy requires resolution before transfusion (e.g., weak subgroups, cold autoantibody, or missing reverse reaction in newborns).

  • Rh(D) negative patients receive D-negative RBCs; weak D testing determines whether a donor unit is labeled D positive or negative.

  • Antibody screen positive requires identification by panel cells; clinically significant antibodies (e.g., anti-Jka, anti-K, anti-Fya) require antigen-negative units.

  • Crossmatch: immediate spin detects ABO incompatibility; AHG phase detects IgG antibodies; computer crossmatch is allowed only when the antibody screen is negative and historical records agree.

  • RBC units stored at 1–6 °C; expiration depends on additive: AS-1/AS-3 = 42 days, CPDA-1 = 35 days, and CPD/CP2D = 21 days.

  • Platelets stored at 20–24 °C with continuous agitation for 5 days; never refrigerate platelets.

  • Transfusion reaction: stop transfusion immediately, keep IV line open with saline, and return the bag and tubing with post-transfusion samples for investigation.

Quick reference

Clinical Immunology and Serology

  • Sensitivity = TP/(TP + FN); specificity = TN/(TN + FP); positive predictive value depends on disease prevalence.

  • ELISA: direct detects antigen, indirect detects antibody; sandwich ELISA is highly sensitive for antigen detection.

  • Western blot is used as a confirmatory test (e.g., HIV, Lyme); interpretation requires detection of specific bands, not just any band.

  • ANA by IFA: homogeneous pattern suggests anti-dsDNA or anti-histone; speckled suggests anti-Sm, anti-RNP, or anti-SSA/SSB.

  • Anti-dsDNA and anti-Sm are specific for SLE; anti-histone is associated with drug-induced lupus.

  • Rheumatoid factor is an IgM antibody against IgG Fc; anti-CCP is more specific for rheumatoid arthritis.

  • Complement: C3 and C4 decrease in active SLE and in immune-complex disease; CH50 measures the classical pathway.

  • Syphilis serology: nontreponemal tests (RPR, VDRL) are used for screening and monitoring; treponemal tests (FTA-ABS, TP-PA) confirm and remain positive for life.

Quick reference

Urinalysis and Body Fluids

  • Urine specific gravity by reagent strip reflects ionic concentration and is affected by pH; refractometry measures all solutes.

  • Reagent strip protein is most sensitive to albumin; a positive result at low pH can be a false positive from high specific gravity or alkaline urine.

  • Leukocyte esterase detects esterases from neutrophils; nitrite positivity indicates nitrate-reducing organisms such as Enterobacteriaceae.

  • Hyaline casts are normal; RBC casts indicate glomerular bleeding; WBC casts suggest pyelonephritis; waxy casts indicate chronic renal failure.

  • Urine pH >7.5 with positive nitrite and leukocyte esterase supports urinary tract infection; alkaline urine can also cause false-positive protein.

  • Synovial fluid: normal is clear, viscous, WBC <200/µL; septic fluid is turbid, low viscosity, WBC >50,000/µL with neutrophil predominance.

  • CSF glucose should be about 60% of serum glucose; values <40 mg/dL or a ratio <0.4 suggest bacterial or fungal meningitis.

  • Semen analysis reference: volume ≥1.5 mL, concentration ≥15 million/mL, total motility ≥40%, normal morphology ≥4% (WHO 2010).

Quick reference

Molecular Diagnostics and Cytogenetics

  • PCR requires a thermostable DNA polymerase, primers, dNTPs, Mg2+, and template; each cycle doubles the target in exponential phase.

  • Real-time PCR quantifies product by fluorescence; Ct value is inversely proportional to starting template concentration.

  • Sanger sequencing is the gold standard for single-gene confirmation; next-generation sequencing provides high throughput but requires bioinformatics validation.

  • Karyotype resolution is ~5–10 Mb; FISH detects specific loci with ~100–200 kb resolution; microarray detects copy-number changes at kilobase resolution.

  • Common translocations: t(9;22) BCR-ABL in CML; t(15;17) PML-RARA in APL; t(8;21) RUNX1-RUNX1T1 in AML.

  • Turner syndrome is 45,X; Klinefelter is 47,XXY; Down syndrome is trisomy 21, most often from maternal nondisjunction.

  • Molecular testing must include positive and negative controls per run, and contamination controls such as no-template controls.

Quick reference

Laboratory Operations, Quality Assurance, and Safety

  • Levey-Jennings chart: results within ±2 SD are acceptable; a single result beyond ±3 SD or two consecutive beyond ±2 SD on one side is a rejection rule.

  • Westgard rules: 1-3s (reject), 2-2s (reject), R-4s (reject), 4-1s (reject), 10x (reject); 1-2s is a warning.

  • Coefficient of variation (CV) = (SD/mean) × 100; lower CV indicates better precision.

  • Standard precautions require gloves for all blood and body fluid contact; PPE selection depends on task and exposure risk.

  • Chemical spills: use the SDS for hazard information, contain the spill, and use appropriate absorbent; mercury spills require special cleanup.

  • Fire safety: PASS = Pull, Aim, Squeeze, Sweep; use a Class C extinguisher for electrical fires.

  • Biological spill cleanup: absorb, apply disinfectant (e.g., 1:10 bleach), allow contact time, and dispose as biohazardous waste.

  • Proficiency testing (PT) must be performed like patient samples; unacceptable PT results require investigation and corrective action.

Quick reference

Regulatory Compliance and CLIA Standards

  • CLIA complexity categories: waived, moderate complexity, and high complexity; the laboratory's certificate must match the testing performed.

  • A Certificate of Waiver permits only waived tests; a Certificate of Compliance or Accreditation is required for moderate- and high-complexity testing.

  • Moderate-complexity labs must have a laboratory director, technical consultant, and general supervisor; high-complexity labs also require a technical supervisor.

  • Personnel qualifications: high-complexity testing requires a director with a doctoral degree and appropriate experience; technologists need specified education and experience.

  • Quality assessment (QA) must include preanalytic, analytic, and postanalytic monitoring, plus review of proficiency testing and patient complaints.

  • Proficiency testing is required for regulated analytes; alternative assessment is allowed for unregulated analytes.

  • CLIA requires biennial inspection (or accreditation survey) and a current certificate; changes in ownership or location require notification.

  • Record retention: patient test records generally 2 years; quality control and proficiency records 2 years; some states require longer.

Quick reference

Clinical Chemistry

  • Anion gap = Na − (Cl + HCO3); reference ~8–12 mmol/L; elevated gap suggests MUDPILES (methanol, uremia, DKA, propylene glycol, isoniazid, lactic acidosis, ethylene glycol, salicylates).

  • Osmolal gap = measured osmolality − calculated (2Na + glucose/18 + BUN/2.8); gap >10 suggests unmeasured osmoles such as methanol or ethylene glycol.

  • Friedewald LDL = TC − HDL − (TG/5), valid only when TG <400 mg/dL; use direct LDL or non-HDL when TG exceeds this.

  • Corrected calcium (mg/dL) = measured Ca + 0.8 × (4.0 − albumin g/dL); ionized calcium is unaffected by albumin.

  • Enzymatic creatinine methods are subject to negative interference from high bilirubin and positive interference from ketoacids; Jaffe methods are less specific.

  • Cardiac troponin I and T rise 3–6 h after injury, peak ~12–24 h, and remain elevated for 5–14 days; CK-MB normalizes in 2–3 days.

  • HbA1c reflects mean glucose over ~90–120 days (RBC lifespan); NGSP-certified methods must be used, and hemoglobin variants can interfere with some assays.

  • Delta checks flag a result that differs from the patient's prior value by more than a set threshold; they are a key autoverification safety rule.

Quick reference

Hematology

  • MCV = (Hct × 10)/RBC (fL); MCH = Hgb/RBC × 10 (pg); MCHC = Hgb/Hct × 100 (g/dL); MCHC >36 suggests spherocytosis, lipemia, or cold agglutinin artifact.

  • RDW-CV >14.5% indicates anisocytosis; a high RDW with low MCV favors iron deficiency over thalassemia trait.

  • Corrected WBC = observed WBC × (100 / (100 + nucleated RBCs per 100 WBC)); failure to correct causes falsely elevated counts in newborns.

  • Reticulocyte index = reticulocyte % × (patient Hct / normal Hct) ÷ maturation factor (~2 for Hct <25%); index >2 indicates adequate marrow response.

  • PT measures extrinsic/common pathway (factors VII, X, V, II, fibrinogen); aPTT measures intrinsic/common (VIII, IX, XI, XII, X, V, II, fibrinogen).

  • Mixing study: correction of a prolonged aPTT immediately after 1:1 mixing suggests factor deficiency; failure to correct suggests an inhibitor such as lupus anticoagulant or factor VIII inhibitor.

  • D-dimer has high sensitivity but low specificity for VTE; a negative result with low pretest probability supports exclusion of pulmonary embolism.

  • G6PD deficiency shows bite cells and Heinz bodies; do not transfuse or test during acute hemolysis because reticulocytes and young RBCs have higher enzyme levels.

Quick reference

Microbiology

  • Staphylococcus aureus: catalase positive, coagulase positive, grows in 6.5% NaCl; streptococci are catalase negative.

  • Lancefield grouping: group A = S. pyogenes (bacitracin susceptible), group B = S. agalactiae (hippurate positive, CAMP positive).

  • Enterobacteriaceae are oxidase negative, glucose fermenters, and reduce nitrate; Pseudomonas aeruginosa is oxidase positive and non-fermentative.

  • Blood culture bottles should be incubated at 35–37 °C and routinely held 5 days; organisms such as Brucella and HACEK require extended incubation.

  • CSF bacterial meningitis typical profile: elevated WBC with neutrophil predominance, high protein, low glucose (<40 mg/dL or CSF/serum ratio <0.4).

  • MRSA is confirmed by cefoxitin disk or oxacillin/mecA PCR; inducible clindamycin resistance is detected with the D-test.

  • Carbapenemase-producing organisms are screened by carbapenem MIC or disk diffusion and confirmed by PCR or phenotypic tests such as mCIM.

  • Urine culture colony count ≥10^5 CFU/mL of a single organism is significant in clean-catch specimens; mixed flora suggests contamination.

Quick reference

Immunohematology (Blood Bank)

  • ABO: A has A antigen and anti-B; B has B antigen and anti-A; AB has both antigens and no antibodies; O has no antigens and both anti-A and anti-B.

  • Forward and reverse ABO grouping must agree; a discrepancy requires resolution before transfusion (e.g., weak subgroups, cold autoantibody, or missing reverse reaction in newborns).

  • Rh(D) negative patients receive D-negative RBCs; weak D testing determines whether a donor unit is labeled D positive or negative.

  • Antibody screen positive requires identification by panel cells; clinically significant antibodies (e.g., anti-Jka, anti-K, anti-Fya) require antigen-negative units.

  • Crossmatch: immediate spin detects ABO incompatibility; AHG phase detects IgG antibodies; computer crossmatch is allowed only when the antibody screen is negative and historical records agree.

  • RBC units stored at 1–6 °C; expiration depends on additive: AS-1/AS-3 = 42 days, CPDA-1 = 35 days, and CPD/CP2D = 21 days.

  • Platelets stored at 20–24 °C with continuous agitation for 5 days; never refrigerate platelets.

  • Transfusion reaction: stop transfusion immediately, keep IV line open with saline, and return the bag and tubing with post-transfusion samples for investigation.

Quick reference

Clinical Immunology and Serology

  • Sensitivity = TP/(TP + FN); specificity = TN/(TN + FP); positive predictive value depends on disease prevalence.

  • ELISA: direct detects antigen, indirect detects antibody; sandwich ELISA is highly sensitive for antigen detection.

  • Western blot is used as a confirmatory test (e.g., HIV, Lyme); interpretation requires detection of specific bands, not just any band.

  • ANA by IFA: homogeneous pattern suggests anti-dsDNA or anti-histone; speckled suggests anti-Sm, anti-RNP, or anti-SSA/SSB.

  • Anti-dsDNA and anti-Sm are specific for SLE; anti-histone is associated with drug-induced lupus.

  • Rheumatoid factor is an IgM antibody against IgG Fc; anti-CCP is more specific for rheumatoid arthritis.

  • Complement: C3 and C4 decrease in active SLE and in immune-complex disease; CH50 measures the classical pathway.

  • Syphilis serology: nontreponemal tests (RPR, VDRL) are used for screening and monitoring; treponemal tests (FTA-ABS, TP-PA) confirm and remain positive for life.

Quick reference

Urinalysis and Body Fluids

  • Urine specific gravity by reagent strip reflects ionic concentration and is affected by pH; refractometry measures all solutes.

  • Reagent strip protein is most sensitive to albumin; a positive result at low pH can be a false positive from high specific gravity or alkaline urine.

  • Leukocyte esterase detects esterases from neutrophils; nitrite positivity indicates nitrate-reducing organisms such as Enterobacteriaceae.

  • Hyaline casts are normal; RBC casts indicate glomerular bleeding; WBC casts suggest pyelonephritis; waxy casts indicate chronic renal failure.

  • Urine pH >7.5 with positive nitrite and leukocyte esterase supports urinary tract infection; alkaline urine can also cause false-positive protein.

  • Synovial fluid: normal is clear, viscous, WBC <200/µL; septic fluid is turbid, low viscosity, WBC >50,000/µL with neutrophil predominance.

  • CSF glucose should be about 60% of serum glucose; values <40 mg/dL or a ratio <0.4 suggest bacterial or fungal meningitis.

  • Semen analysis reference: volume ≥1.5 mL, concentration ≥15 million/mL, total motility ≥40%, normal morphology ≥4% (WHO 2010).

Quick reference

Molecular Diagnostics and Cytogenetics

  • PCR requires a thermostable DNA polymerase, primers, dNTPs, Mg2+, and template; each cycle doubles the target in exponential phase.

  • Real-time PCR quantifies product by fluorescence; Ct value is inversely proportional to starting template concentration.

  • Sanger sequencing is the gold standard for single-gene confirmation; next-generation sequencing provides high throughput but requires bioinformatics validation.

  • Karyotype resolution is ~5–10 Mb; FISH detects specific loci with ~100–200 kb resolution; microarray detects copy-number changes at kilobase resolution.

  • Common translocations: t(9;22) BCR-ABL in CML; t(15;17) PML-RARA in APL; t(8;21) RUNX1-RUNX1T1 in AML.

  • Turner syndrome is 45,X; Klinefelter is 47,XXY; Down syndrome is trisomy 21, most often from maternal nondisjunction.

  • Molecular testing must include positive and negative controls per run, and contamination controls such as no-template controls.

Quick reference

Laboratory Operations, Quality Assurance, and Safety

  • Levey-Jennings chart: results within ±2 SD are acceptable; a single result beyond ±3 SD or two consecutive beyond ±2 SD on one side is a rejection rule.

  • Westgard rules: 1-3s (reject), 2-2s (reject), R-4s (reject), 4-1s (reject), 10x (reject); 1-2s is a warning.

  • Coefficient of variation (CV) = (SD/mean) × 100; lower CV indicates better precision.

  • Standard precautions require gloves for all blood and body fluid contact; PPE selection depends on task and exposure risk.

  • Chemical spills: use the SDS for hazard information, contain the spill, and use appropriate absorbent; mercury spills require special cleanup.

  • Fire safety: PASS = Pull, Aim, Squeeze, Sweep; use a Class C extinguisher for electrical fires.

  • Biological spill cleanup: absorb, apply disinfectant (e.g., 1:10 bleach), allow contact time, and dispose as biohazardous waste.

  • Proficiency testing (PT) must be performed like patient samples; unacceptable PT results require investigation and corrective action.

Quick reference

Regulatory Compliance and CLIA Standards

  • CLIA complexity categories: waived, moderate complexity, and high complexity; the laboratory's certificate must match the testing performed.

  • A Certificate of Waiver permits only waived tests; a Certificate of Compliance or Accreditation is required for moderate- and high-complexity testing.

  • Moderate-complexity labs must have a laboratory director, technical consultant, and general supervisor; high-complexity labs also require a technical supervisor.

  • Personnel qualifications: high-complexity testing requires a director with a doctoral degree and appropriate experience; technologists need specified education and experience.

  • Quality assessment (QA) must include preanalytic, analytic, and postanalytic monitoring, plus review of proficiency testing and patient complaints.

  • Proficiency testing is required for regulated analytes; alternative assessment is allowed for unregulated analytes.

  • CLIA requires biennial inspection (or accreditation survey) and a current certificate; changes in ownership or location require notification.

  • Record retention: patient test records generally 2 years; quality control and proficiency records 2 years; some states require longer.