Assessor Resource

HLTPAT003
Perform capillary 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 collect capillary blood using specific collection criteria, techniques and equipment.

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

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. Confirm collection requirements

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 Explain collection procedure to client

1.6 Obtain consent for collection procedure from client

2. Prepare for skin puncture blood collection

2.1 Confirm method and site of collection based on correct interpretation of clinical request and age of client

2.2 Select equipment to ensure the collection meets test and organisational requirements

2.3 Provide clear advice about the procedure to client or carer

2.4 Use appropriate warming device to safely prepare site as required in accordance with documented organisation procedure

2.5 Position client to ensure comfort and safety of both client and collector, using supportive holding techniques

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

2.7 Determine minimum volumes of blood required according to testing organisation’s requirements and volume limits based on client age and weight

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 Puncture the skin in the appropriate location, using an approved lancet appropriate to site selected and client age

3.4 Collect capillary blood sample into appropriate collection containers devices to ensure sample integrity and correct order of draw in accordance with manufacturer’s guidelines

3.5 Mix sample by gentle inversion, maintaining sample integrity as required

3.6 Following collection, apply pressure to puncture site until site has stopped bleeding

3.7 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 information accuracy with client or carer

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

4.5 Complete other collection documentation in accordance with organisation procedures

4.6 Prepare collected samples for transit or storeaccording to test 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:

followed established technical, infection control and safety procedures and collected blood using skin puncture from at least 3 different people of varying ages

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 capillary 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

boundaries of responsibilities

capillary blood collection role in different contexts, and situations where skin puncture is the most appropriate collection technique

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

needle stick injury considerations

waste disposal

industry terminology used in skin puncture blood collection:

equipment

procedures

abbreviations

skin puncture sites

clinical history and medication details

key aspects of human anatomy and physiology in relation to the skin, vascular, arterial and nervous system relevant to capillary collections

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

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

techniques for blood collection through skin puncture

features, functions and use of skin puncture blood collection equipment:

approved lancets

cleansing solutions and swabs

collection tubes (microtainers)

dressings

blood sample handling, processing, transit and storage methods

requirements for selection and collection into tubes with variable additives:

ethylenediaminetetraacetic acid (EDTA)

lithium/sodium heparin

fluoride oxalate

separation gel

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:

sharps containers

bio waste bins

alcohol wipes

dressings

PPE

hand hygiene facilities

documented collection procedures for the candidate to follow

modelling of industry operating conditions, including:

interactions with clients and carers 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 in a fortnight time period

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

capillary blood collection technique

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. Confirm collection requirements

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 Explain collection procedure to client

1.6 Obtain consent for collection procedure from client

2. Prepare for skin puncture blood collection

2.1 Confirm method and site of collection based on correct interpretation of clinical request and age of client

2.2 Select equipment to ensure the collection meets test and organisational requirements

2.3 Provide clear advice about the procedure to client or carer

2.4 Use appropriate warming device to safely prepare site as required in accordance with documented organisation procedure

2.5 Position client to ensure comfort and safety of both client and collector, using supportive holding techniques

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

2.7 Determine minimum volumes of blood required according to testing organisation’s requirements and volume limits based on client age and weight

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 Puncture the skin in the appropriate location, using an approved lancet appropriate to site selected and client age

3.4 Collect capillary blood sample into appropriate collection containers devices to ensure sample integrity and correct order of draw in accordance with manufacturer’s guidelines

3.5 Mix sample by gentle inversion, maintaining sample integrity as required

3.6 Following collection, apply pressure to puncture site until site has stopped bleeding

3.7 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 information accuracy with client or carer

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

4.5 Complete other collection documentation in accordance with organisation procedures

4.6 Prepare collected samples for transit or storeaccording to test 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:

followed established technical, infection control and safety procedures and collected blood using skin puncture from at least 3 different people of varying ages

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 capillary 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

boundaries of responsibilities

capillary blood collection role in different contexts, and situations where skin puncture is the most appropriate collection technique

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

needle stick injury considerations

waste disposal

industry terminology used in skin puncture blood collection:

equipment

procedures

abbreviations

skin puncture sites

clinical history and medication details

key aspects of human anatomy and physiology in relation to the skin, vascular, arterial and nervous system relevant to capillary collections

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

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

techniques for blood collection through skin puncture

features, functions and use of skin puncture blood collection equipment:

approved lancets

cleansing solutions and swabs

collection tubes (microtainers)

dressings

blood sample handling, processing, transit and storage methods

requirements for selection and collection into tubes with variable additives:

ethylenediaminetetraacetic acid (EDTA)

lithium/sodium heparin

fluoride oxalate

separation gel

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:

sharps containers

bio waste bins

alcohol wipes

dressings

PPE

hand hygiene facilities

documented collection procedures for the candidate to follow

modelling of industry operating conditions, including:

interactions with clients and carers 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 in a fortnight time period

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

capillary blood collection technique

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
 
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 
Explain collection procedure to client 
Obtain consent for collection procedure from client 
Confirm method and site of collection based on correct interpretation of clinical request and age of client 
Select equipment to ensure the collection meets test and organisational requirements 
Provide clear advice about the procedure to client or carer 
Use appropriate warming device to safely prepare site as required in accordance with documented organisation procedure 
Position client to ensure comfort and safety of both client and collector, using supportive holding techniques 
Identify when assistance may be needed and seek help if required 
Determine minimum volumes of blood required according to testing organisation’s requirements and volume limits based on client age and weight 
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 
Puncture the skin in the appropriate location, using an approved lancet appropriate to site selected and client age 
Collect capillary blood sample into appropriate collection containers devices to ensure sample integrity and correct order of draw in accordance with manufacturer’s guidelines 
Mix sample by gentle inversion, maintaining sample integrity as required 
Following collection, apply pressure to puncture site until site has stopped bleeding 
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 information accuracy with client or carer 
Confirm that site has stopped bleeding after appropriate time lapse and apply wound dressing 
Complete other collection documentation in accordance with organisation procedures 
Prepare collected samples for transit or storeaccording to test requirements 

Forms

Assessment Cover Sheet

HLTPAT003 - Perform capillary 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

HLTPAT003 - Perform capillary 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: