Assessor Resource

HLTPAT002
Perform venous blood collections

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to confirm collection requirements, prepare client and equipment, and perform routine blood collections using venous blood collection.

This unit applies to any individual for whom blood collection is part of the job role. They may be working in collection centres, in hospitals or in other health care environments.

This unit relates to collections from adults of varied ages and genders, adolescents and children over 5 years of age. It does not include collections from babies, neonates, arterial collections or collections made via artificial access devices such as central lines, peripherally inserted central catheter (PICC) lines, or intra venous (IV) catheter.

The skills in this unit must be applied in accordance with Commonwealth and State/Territory legislation, Australian/New Zealand standards and industry codes of practice.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)



Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Greet client and confirm pre-test criteria

1.1 Greet client courteously and identify self

1.2 Identify client following organisation and regulatory procedures

1.3 Confirm that client meets pre-testing criteria for required collection

1.4 Obtain, interpret and accurately record personal and clinical information in accordance with organisation policies and procedures

1.5 Correctly explain collection procedure to client

1.6 Obtain consent for collection procedure from client

2. Prepare for venous blood collection procedure

2.1 Select appropriate collection site based on client evaluation

2.2 Assemble equipment appropriate to test requested site selected

2.3 Position client to ensure comfort and safety of both client and collector

2.4 Identify when assistance may be needed and seek help if required

3. Draw blood

3.1 Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure

3.2 Clean site with approved cleansing agent and allow to air dry prior to collection

3.3 Apply and remove/loosen tourniquet according to requirements of equipment being used

3.4 Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure

3.5 Anchor vein below the site according to documented procedure

3.6 Insert needle at approved angle of 30 degrees or less

3.7 Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer

3.8 Once correct amount collected, withdraw needle and apply direct pressure to site using dry cotton swab for minimum of 2 minutes and until bleeding has visibly stopped

3.9 Dispose of needle immediately and safely using approved sharps disposal device

3.10 Invert collection tubes within timeframe required as recommended by manufacturer

3.11 Observe client before, during and after collection for potential adverse effects and respond according to procedure

4. Follow post-blood collection procedures

4.1 Accurately label blood collection tubes in front of client with time and date of collection, client details and other required information following regulatory and organisational guidelines

4.2 Dispose of waste in accordance with infection control protocols and organisation policies and procedures

4.3 Confirm tube labelling information accuracy with client

4.4 Confirm that site has visibly stopped bleeding after appropriate time lapse and apply dressing

4.5 Complete other collection documentation in accordance with organisation procedures

4.6 Provide client with correct post venepuncture care instructions

4.7 Prepare collected samples for transit or storeaccording to test and organisation requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

performed the activities outlined in the performance criteria of this unit during a period of at least 35 hours of pathology collection work under the supervision of a person currently working in a phlebotomist role for at least 18 hours per fortnight

followed established technical, infection control and safety procedures and collected blood suitable for testing using venous blood collection with a maximum of two attempts from at least 20 different people comprising adults of varied ages

used the following methods of collection:

evacuated system (at least 10 times)

winged infusion sets and/or needle and syringe as per organisation policy and procedure

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations for blood collection, and how these are applied in organisations:

children in the workplace

duty of care

informed consent

mandatory reporting

privacy, confidentiality and disclosure

records management

supportive holding for procedures (limitations)

work role boundaries

blood collection role in different contexts

sources of blood sample requests

work health and safety

standard infection control requirements for clinical procedures:

hand hygiene

use of personal protective equipment (PPE)

avoiding contact with bodily fluids

sharps injury prevention and treatment if sustained

waste disposal

industry terminology used in blood collection:

equipment

procedures

abbreviations

blood test names

appropriate venepuncture sites

clinical history and medication details

key aspects of human anatomy and physiology in relation to the vascular, arterial and nervous system and relevant to the variety of blood collection procedures and collection sites

components of blood in relation to quality blood samples and pre-analytical error:

serum plasma

red cells

white cells

platelets

clinical risks of blood collection procedures and procedures designed to minimise those risks

collection procedure factors which contribute to a quality sample collection and impact on laboratory testing

pre-analytical factors which may affect the chemical analysis of blood and impact on collection:

appropriate times to collect

impact of drugs

timing of last dose

required fasting times

protecting the integrity of the specimen

features, functions and use of venepuncture equipment:

evacuated systems – multi-sample needles and winged infusion sets

needles and syringes

tourniquets

cleansing solutions and swabs

collection tubes

blood sample handling, processing, transit and storage methods

requirements for selection and collection into tubes with variable additives:

ethylenediaminetetraacetic acid (EDTA)

sodium citrate

lithium/sodium heparin

fluoride oxalate

separation gel

blood culture bottles

Skills must have been demonstrated in the workplace with the addition of simulations and scenarios where the full range of contexts and situations have not been provided in the workplace. The following conditions must be met for this unit:

use of suitable facilities, equipment and resources, including:

tourniquets

collection tubes

syringes and needles and/or winged infusion set (butterfly)

multi-sample needle and holder

evacuated blood collection equipment

sharps containers

alcohol wipes

dressings

PPE

hand hygiene facilities

documented collection procedures for the candidate to follow

modelling of industry operating conditions, including:

interactions with clients from general public

presence of situations requiring problem solving in non-routine situations

supervision of candidate’s work activities by a person currently working in a phlebotomist role for at least 18 hours per fortnight

at least 5 of the 20 collections must be directly observed in workplace by the assessor

The following aspects of the performance evidence must have been demonstrated using simulation prior to demonstration in the workplace or with members of the general public:

venous blood collection technique using the following equipment

evacuated system

winged infusion sets

needle and syringe

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements define the essential outcomes

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Greet client and confirm pre-test criteria

1.1 Greet client courteously and identify self

1.2 Identify client following organisation and regulatory procedures

1.3 Confirm that client meets pre-testing criteria for required collection

1.4 Obtain, interpret and accurately record personal and clinical information in accordance with organisation policies and procedures

1.5 Correctly explain collection procedure to client

1.6 Obtain consent for collection procedure from client

2. Prepare for venous blood collection procedure

2.1 Select appropriate collection site based on client evaluation

2.2 Assemble equipment appropriate to test requested site selected

2.3 Position client to ensure comfort and safety of both client and collector

2.4 Identify when assistance may be needed and seek help if required

3. Draw blood

3.1 Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure

3.2 Clean site with approved cleansing agent and allow to air dry prior to collection

3.3 Apply and remove/loosen tourniquet according to requirements of equipment being used

3.4 Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure

3.5 Anchor vein below the site according to documented procedure

3.6 Insert needle at approved angle of 30 degrees or less

3.7 Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer

3.8 Once correct amount collected, withdraw needle and apply direct pressure to site using dry cotton swab for minimum of 2 minutes and until bleeding has visibly stopped

3.9 Dispose of needle immediately and safely using approved sharps disposal device

3.10 Invert collection tubes within timeframe required as recommended by manufacturer

3.11 Observe client before, during and after collection for potential adverse effects and respond according to procedure

4. Follow post-blood collection procedures

4.1 Accurately label blood collection tubes in front of client with time and date of collection, client details and other required information following regulatory and organisational guidelines

4.2 Dispose of waste in accordance with infection control protocols and organisation policies and procedures

4.3 Confirm tube labelling information accuracy with client

4.4 Confirm that site has visibly stopped bleeding after appropriate time lapse and apply dressing

4.5 Complete other collection documentation in accordance with organisation procedures

4.6 Provide client with correct post venepuncture care instructions

4.7 Prepare collected samples for transit or storeaccording to test and organisation requirements

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be evidence that the candidate has:

performed the activities outlined in the performance criteria of this unit during a period of at least 35 hours of pathology collection work under the supervision of a person currently working in a phlebotomist role for at least 18 hours per fortnight

followed established technical, infection control and safety procedures and collected blood suitable for testing using venous blood collection with a maximum of two attempts from at least 20 different people comprising adults of varied ages

used the following methods of collection:

evacuated system (at least 10 times)

winged infusion sets and/or needle and syringe as per organisation policy and procedure

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

legal and ethical considerations for blood collection, and how these are applied in organisations:

children in the workplace

duty of care

informed consent

mandatory reporting

privacy, confidentiality and disclosure

records management

supportive holding for procedures (limitations)

work role boundaries

blood collection role in different contexts

sources of blood sample requests

work health and safety

standard infection control requirements for clinical procedures:

hand hygiene

use of personal protective equipment (PPE)

avoiding contact with bodily fluids

sharps injury prevention and treatment if sustained

waste disposal

industry terminology used in blood collection:

equipment

procedures

abbreviations

blood test names

appropriate venepuncture sites

clinical history and medication details

key aspects of human anatomy and physiology in relation to the vascular, arterial and nervous system and relevant to the variety of blood collection procedures and collection sites

components of blood in relation to quality blood samples and pre-analytical error:

serum plasma

red cells

white cells

platelets

clinical risks of blood collection procedures and procedures designed to minimise those risks

collection procedure factors which contribute to a quality sample collection and impact on laboratory testing

pre-analytical factors which may affect the chemical analysis of blood and impact on collection:

appropriate times to collect

impact of drugs

timing of last dose

required fasting times

protecting the integrity of the specimen

features, functions and use of venepuncture equipment:

evacuated systems – multi-sample needles and winged infusion sets

needles and syringes

tourniquets

cleansing solutions and swabs

collection tubes

blood sample handling, processing, transit and storage methods

requirements for selection and collection into tubes with variable additives:

ethylenediaminetetraacetic acid (EDTA)

sodium citrate

lithium/sodium heparin

fluoride oxalate

separation gel

blood culture bottles

Skills must have been demonstrated in the workplace with the addition of simulations and scenarios where the full range of contexts and situations have not been provided in the workplace. The following conditions must be met for this unit:

use of suitable facilities, equipment and resources, including:

tourniquets

collection tubes

syringes and needles and/or winged infusion set (butterfly)

multi-sample needle and holder

evacuated blood collection equipment

sharps containers

alcohol wipes

dressings

PPE

hand hygiene facilities

documented collection procedures for the candidate to follow

modelling of industry operating conditions, including:

interactions with clients from general public

presence of situations requiring problem solving in non-routine situations

supervision of candidate’s work activities by a person currently working in a phlebotomist role for at least 18 hours per fortnight

at least 5 of the 20 collections must be directly observed in workplace by the assessor

The following aspects of the performance evidence must have been demonstrated using simulation prior to demonstration in the workplace or with members of the general public:

venous blood collection technique using the following equipment

evacuated system

winged infusion sets

needle and syringe

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
 
Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure 
Clean site with approved cleansing agent and allow to air dry prior to collection 
Apply and remove/loosen tourniquet according to requirements of equipment being used 
Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure 
Anchor vein below the site according to documented procedure 
Insert needle at approved angle of 30 degrees or less 
Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer 
Once correct amount collected, withdraw needle and apply direct pressure to site using dry cotton swab for minimum of 2 minutes and until bleeding has visibly stopped 
Dispose of needle immediately and safely using approved sharps disposal device 
Invert collection tubes within timeframe required as recommended by manufacturer 
Observe client before, during and after collection for potential adverse effects and respond according to procedure 
Greet client courteously and identify self 
Identify client following organisation and regulatory procedures 
Confirm that client meets pre-testing criteria for required collection 
Obtain, interpret and accurately record personal and clinical information in accordance with organisation policies and procedures 
Correctly explain collection procedure to client 
Obtain consent for collection procedure from client 
Select appropriate collection site based on client evaluation 
Assemble equipment appropriate to test requested site selected 
Position client to ensure comfort and safety of both client and collector 
Identify when assistance may be needed and seek help if required 
Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure 
Clean site with approved cleansing agent and allow to air dry prior to collection 
Apply and remove/loosen tourniquet according to requirements of equipment being used 
Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure 
Anchor vein below the site according to documented procedure 
Insert needle at approved angle of 30 degrees or less 
Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer 
Once correct amount collected, withdraw needle and apply direct pressure to site using dry cotton swab for minimum of 2 minutes and until bleeding has visibly stopped 
Dispose of needle immediately and safely using approved sharps disposal device 
Invert collection tubes within timeframe required as recommended by manufacturer 
Observe client before, during and after collection for potential adverse effects and respond according to procedure 
Accurately label blood collection tubes in front of client with time and date of collection, client details and other required information following regulatory and organisational guidelines 
Dispose of waste in accordance with infection control protocols and organisation policies and procedures 
Confirm tube labelling information accuracy with client 
Confirm that site has visibly stopped bleeding after appropriate time lapse and apply dressing 
Complete other collection documentation in accordance with organisation procedures 
Provide client with correct post venepuncture care instructions 
Prepare collected samples for transit or storeaccording to test and organisation requirements 

Forms

Assessment Cover Sheet

HLTPAT002 - Perform venous blood collections
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

HLTPAT002 - Perform venous blood collections

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: