NCCT NCPT study materials
NCCT NCPT study resources

NCCT NCPT cheat sheet

NCCT NCPT · Keep the key ideas within reach.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Antiseptic order: cleanse with 70% isopropyl alcohol and let air-dry completely before puncture; do not fan or blot.

  • Order of draw for evacuated tubes: blood culture, sodium citrate (light blue), serum (red/gold), heparin (green), EDTA (lavender), glycolytic (gray).

  • Capillary puncture site selection: lateral or medial plantar heel in infants; the central heel pad and fingers of newborns are avoided.

  • Wipe away the first drop of capillary blood; free-flowing blood is used to avoid tissue-fluid dilution and hemolysis.

  • Sodium citrate tubes require a 9:1 blood-to-anticoagulant ratio; underfilled tubes give falsely prolonged coagulation results.

  • Tourniquet application is limited to about 1 minute; prolonged stasis causes hemoconcentration and falsely elevated potassium and protein.

  • EDTA tubes are inverted 8-10 times; coagulation tubes 3-4 times; gentle inversion prevents hemolysis and clot formation.

  • Needle gauge and length: 21-23 gauge for routine adult venipuncture; smaller gauges increase hemolysis risk.

  • Blood culture bottles are collected first and filled before other tubes to reduce contamination.

Quick reference

Specimen Processing and Handling

  • Serum and plasma separation: centrifuge within 2 hours of collection when possible; deliver separated serum/plasma promptly.

  • Serum separator tubes are centrifuged after clotting (about 30 minutes at room temperature) to form a stable barrier.

  • Light protection is required for bilirubin and other photosensitive analytes; wrap specimens in foil or amber transport.

  • Ammonia and blood gases require immediate processing and ice or rapid transport per laboratory protocol.

  • Cryoglobulin and cold agglutinin specimens require collection and transport at 37 degrees C.

  • Specimen rejection criteria include unlabeled tubes, wrong tube type, gross hemolysis, clotted anticoagulated blood, and insufficient volume.

  • Refrigerated storage is inappropriate for whole blood and most coagulation specimens; follow each analyte's stability limits.

  • Chain-of-custody specimens (e.g., forensic or legal) must remain sealed with documented signatures at every transfer.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Two patient identifiers (full name and date of birth) are verified verbally and matched to the requisition before collection.

  • Informed consent must be obtained before venipuncture; refusal is documented and respected.

  • Standard precautions: gloves for all blood contact; hand hygiene before and after every patient interaction.

  • Needle safety: activate the safety device immediately after use and dispose in a puncture-resistant sharps container at point of use.

  • Syncope precautions: collect with the patient seated or supine and observe for pallor, diaphoresis, and dizziness.

  • Protected health information is shared only on a need-to-know basis; discussions occur in private areas.

  • Communication barriers are addressed with interpreter services, plain language, and confirmation of understanding.

Quick reference

Phlebotomy Equipment

  • Evacuated tube system components: multi-sample needle, holder, and tube with premeasured vacuum and additive.

  • Butterfly (winged) sets use a 21-23 gauge needle with tubing; used for fragile or small veins and pediatric patients.

  • Syringe and needle transfer is used when vacuum draw is contraindicated or veins are fragile; transfer to tubes without force.

  • Additive color code: light blue = sodium citrate; lavender = EDTA; green = heparin; gray = sodium fluoride/oxalate; red = no additive.

  • Tourniquet should be nonlatex when latex allergy exists; apply 3-4 inches above the puncture site.

  • Sharps containers are replaced when three-quarters full; never recap needles manually.

  • Lancets are single-use and selected by depth for the patient's skin thickness and specimen volume needs.

Quick reference

Sterility, Documentation, and Related Practice

  • Skin antisepsis for blood cultures uses chlorhexidine gluconate or iodine; allow full drying time before puncture.

  • Sterile technique: do not touch the needle shaft or the puncture site after cleansing.

  • Documentation includes patient identifiers, date and time, collector identity, site, tube types, and any complications.

  • Label tubes at the bedside immediately after collection, never before, to prevent mislabeling.

  • Note specimen conditions such as hemolysis or short draw on the requisition or in the record.

  • Document patient education provided, consent, and any adverse events such as hematoma or syncope.

  • Record chain-of-custody transfers with signatures, dates, and times when applicable.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Venipuncture site preference: median cubital vein first, then cephalic, then basilic; avoid the basilic region near the brachial artery and nerve.

  • Avoid sites with hematoma, scarring, infection, edema, or an active IV line; draw below an IV site only per protocol.

  • Capillary collection order: EDTA (lavender) first, then other additive tubes, then non-additive tubes.

  • Hemolysis prevention: avoid excessive negative pressure, small-bore needles, and vigorous shaking of tubes.

  • Blood culture collection requires cleansing the bottle septum with alcohol before needle entry.

  • Micro-collection devices use a scoop or capillary tube and must be labeled with the same identifiers as venous samples.

Quick reference

Specimen Processing and Handling

  • Specimen stability varies by analyte; potassium and lactate rise with delay, while glucose falls without fluoride.

  • Transport temperature categories: ambient, refrigerated, frozen, and 37 degrees C; each analyte specifies its requirement.

  • Centrifugation speed and time are set per tube type; balanced loads prevent sample damage.

  • Do not centrifuge tubes with separators before clot formation; incomplete clotting causes fibrin interference.

  • Specimens for coagulation testing should be transported promptly and not refrigerated if platelet-poor plasma is needed.

  • Labeling errors are never corrected by relabeling an unlabeled tube; a new specimen must be collected.

Quick reference

Phlebotomy Equipment

  • Needle gauge increases as the number decreases: 18 gauge is larger than 23 gauge.

  • Multi-sample needles have a beveled patient end and a non-beveled rubber-sleeve end for tube puncture.

  • Tube vacuum determines draw volume; partial draws occur with expired tubes, high altitude, or collapsed veins.

  • Order of draw for capillary tubes differs from evacuated tubes; additive tubes are filled before non-additive.

  • Safety-engineered devices must be used per OSHA bloodborne pathogen requirements.

  • Glucose tubes contain sodium fluoride to inhibit glycolysis and potassium oxalate as an anticoagulant.

  • EDTA binds calcium to prevent clotting; excess EDTA can falsely lower calcium and elevate potassium.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Fall and injury prevention: keep the patient seated during and briefly after collection; ambulate only when stable.

  • Allergy history is checked before using latex, iodine, or adhesive products.

  • Needlestick exposure: wash the site with soap and water, report immediately, and follow post-exposure protocol.

  • Confidentiality includes not discussing results in public areas and securing requisitions and labels.

  • Effective communication uses the patient's preferred language, avoids jargon, and confirms understanding.

  • Documented refusal or inability to obtain a specimen is reported to the ordering provider.

Quick reference

Sterility, Documentation, and Related Practice

  • Hand hygiene is performed before and after glove use; gloves do not replace handwashing.

  • Cleanse the venipuncture site with a circular motion from the center outward and allow it to dry.

  • Do not palpate the cleansed site unless wearing sterile gloves or after re-cleansing.

  • Document the exact time of collection, especially for timed or therapeutic drug monitoring specimens.

  • Record the specimen source and any deviations from protocol in the patient record.

  • Use only approved, unexpired antiseptics and check expiration dates on collection supplies.

  • Verify that labels match the requisition and patient identifiers before releasing the specimen.

Quick reference

Phlebotomy Equipment

  • Blood collection sets: evacuated tube system, butterfly set, syringe and needle, and capillary lancet.

  • Tourniquet material should be disposable or decontaminated between patients.

  • Tube additives: clot activators in serum tubes, heparin in green tubes, and citrate in light blue tubes.

  • Needle disposal containers must be rigid, leak-proof, and closable.

  • Gauze and bandage application after needle removal should include pressure without bending the arm.

  • Select the smallest needle that allows adequate flow to reduce hemolysis and patient discomfort.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • If a vein is missed, release the tourniquet, withdraw the needle, apply pressure, and select another site.

  • Never probe with the needle to relocate a vein; probing increases hematoma and nerve injury risk.

  • For capillary collection, warm the site to increase blood flow; avoid squeezing the puncture site.

  • Blood culture volume matters: collect the recommended volume per bottle to improve sensitivity.

  • Label micro-collection tubes with patient identifiers and time immediately after collection.

  • Do not draw above an IV line or from an arm with a dialysis fistula or on the side of a mastectomy without provider approval.

Quick reference

Specimen Processing and Handling

  • Serum vs plasma: serum lacks fibrinogen; plasma retains clotting factors and requires an anticoagulant tube.

  • Specimens for ammonia should be placed on ice and processed rapidly.

  • Grossly lipemic or hemolyzed specimens may require rejection or a comment per laboratory policy.

  • Store specimens according to analyte stability; some require freezing at -20 degrees C or lower.

  • Accurate documentation of processing time supports result interpretation.

  • Specimens for microbiology are transported in appropriate media and not refrigerated unless specified.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Verify patient identity with two identifiers before labeling and before any procedure.

  • Maintain privacy with curtains or a closed door during collection.

  • Explain the procedure, expected sensations, and aftercare to reduce anxiety and improve cooperation.

  • Report and document adverse events such as hematoma, syncope, or arterial puncture.

  • Use standard precautions with all patients regardless of diagnosis.

  • HIPAA-style confidentiality applies to verbal, written, and electronic information.

Quick reference

Sterility, Documentation, and Related Practice

  • Sterile technique is required for blood culture collection and any invasive site preparation.

  • Antiseptic must be allowed to dry to achieve full antimicrobial effect.

  • Document the antiseptic used and the site when required by policy.

  • A properly labeled specimen includes patient name, unique identifier, date, time, and collector.

  • Errors in labeling are documented and reported; unlabeled specimens are discarded per policy.

  • Records are legible, timely, and accurate; corrections follow facility policy.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Order of draw prevents additive carryover that can alter test results.

  • Do not use a tube past its expiration date; vacuum loss causes short draws.

  • Coagulation specimens must be filled to the indicated line and mixed gently.

  • Capillary blood gas specimens require heparinized tubes and immediate analysis.

  • Use the appropriate lancet depth for the patient's age and skin.

  • Venipuncture in infants is limited to specified sites and requires provider order per policy.

Quick reference

Specimen Processing and Handling

  • Specimen rejection protects patient safety and should be documented with the reason.

  • Centrifuge tubes with the stopper on unless the protocol states otherwise.

  • Avoid repeated freeze-thaw cycles; aliquot specimens for multiple tests.

  • Transport specimens in leak-proof secondary containers.

  • Maintain temperature logs for refrigerators and freezers used for specimen storage.

  • Timed specimens require exact collection times documented on the requisition.

Quick reference

Phlebotomy Equipment

  • Butterfly needles reduce trauma to fragile veins and allow flexible tubing for small veins.

  • Syringe transfer requires removing the needle before transferring blood to avoid hemolysis.

  • The evacuated tube holder should be held steady to prevent needle movement in the vein.

  • Tourniquet width and tightness affect venous distention and hemoconcentration.

  • Use appropriate tube size for the patient's vein and required blood volume.

  • Inspect supplies for damage and expiration before use.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Identify patients with similar names carefully using a second identifier.

  • Explain confidentiality and obtain consent before releasing information.

  • Use interpreter services rather than family members when possible.

  • Recognize and respond to signs of anxiety, needle phobia, or syncope.

  • Follow exposure control plans and report all needlesticks.

  • Respect patient autonomy and the right to refuse.

Quick reference

Sterility, Documentation, and Related Practice

  • Clean gloves are used for routine venipuncture; sterile gloves for sterile procedures.

  • Change gloves between patients and when contaminated.

  • Dispose of contaminated supplies in appropriate biohazard waste.

  • Document the patient's response and any education provided.

  • Ensure requisitions and labels are legible and complete.

  • Follow facility policy for correcting documentation errors.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Select the appropriate vein by palpation, not just visualization.

  • Release the tourniquet as soon as blood flow is established.

  • Remove the needle and apply pressure with gauze; do not bend the arm.

  • Inspect the site for hematoma before bandaging.

  • For capillary collection, avoid the fingertips of infants and the heel center.

  • Collect specimens in the correct order to avoid contamination.

Quick reference

Specimen Processing and Handling

  • Centrifuge according to tube manufacturer instructions.

  • Separate serum or plasma promptly to avoid analyte degradation.

  • Protect light-sensitive specimens from light during processing and transport.

  • Maintain appropriate temperature during transport.

  • Document any processing delays.

  • Reject specimens that do not meet stability requirements.

Quick reference

Phlebotomy Equipment

  • Select needle gauge based on vein size and required blood volume.

  • Use safety devices to prevent needlesticks.

  • Check tube additive and expiration before use.

  • Use appropriate collection containers for micro-samples.

  • Dispose of sharps immediately after use.

  • Use nonlatex tourniquets for latex-allergic patients.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Confirm patient identity before every procedure.

  • Maintain privacy during collection.

  • Explain the procedure and aftercare.

  • Report adverse events promptly.

  • Follow standard precautions.

  • Protect patient information.

Quick reference

Sterility, Documentation, and Related Practice

  • Use sterile technique for blood cultures.

  • Allow antiseptic to dry.

  • Label specimens at the bedside.

  • Document collection details.

  • Report labeling errors.

  • Keep records accurate and legible.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Follow order of draw.

  • Do not use expired tubes.

  • Fill coagulation tubes to the line.

  • Mix tubes gently.

  • Use appropriate lancet depth.

  • Follow policy for infant venipuncture.

Quick reference

Specimen Processing and Handling

  • Document rejection reasons.

  • Centrifuge correctly.

  • Avoid freeze-thaw cycles.

  • Use leak-proof transport containers.

  • Maintain temperature logs.

  • Document exact collection times.

Quick reference

Phlebotomy Equipment

  • Butterfly needles for fragile veins.

  • Remove needle before syringe transfer.

  • Hold the holder steady.

  • Tourniquet affects hemoconcentration.

  • Use appropriate tube size.

  • Inspect supplies before use.

Quick reference

Patient Safety, Confidentiality, and Communication

  • Use two identifiers.

  • Obtain consent.

  • Use interpreter services.

  • Recognize syncope signs.

  • Report needlesticks.

  • Respect refusal.

Quick reference

Sterility, Documentation, and Related Practice

  • Use clean gloves for routine venipuncture.

  • Change gloves when contaminated.

  • Dispose of biohazard waste properly.

  • Document patient response.

  • Ensure labels are complete.

  • Follow error-correction policy.

Quick reference

Specimen Collection (Venipuncture and Micro-collection)

  • Palpate veins.

  • Release tourniquet early.

  • Apply pressure after needle removal.

  • Inspect for hematoma.

  • Avoid infant fingertips.

  • Follow order of draw.

Quick reference

Specimen Processing and Handling

  • Follow centrifuge instructions.

  • Separate serum promptly.

  • Protect light-sensitive specimens.

  • Maintain transport temperature.

  • Document delays.

  • Reject unstable specimens.