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Evidence Guide: HLTPAT002 - Perform venous blood collections

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

HLTPAT002 - Perform venous blood collections

What evidence can you provide to prove your understanding of each of the following citeria?

Elements define the essential outcomes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Draw blood

  1. Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure
  2. Clean site with approved cleansing agent and allow to air dry prior to collection
  3. Apply and remove/loosen tourniquet according to requirements of equipment being used
  4. Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure
  5. Anchor vein below the site according to documented procedure
  6. Insert needle at approved angle of 30 degrees or less
  7. Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer
  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
  9. Dispose of needle immediately and safely using approved sharps disposal device
  10. Invert collection tubes within timeframe required as recommended by manufacturer
  11. Observe client before, during and after collection for potential adverse effects and respond according to procedure
Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Anchor vein below the site according to documented procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Insert needle at approved angle of 30 degrees or less

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Dispose of needle immediately and safely using approved sharps disposal device

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invert collection tubes within timeframe required as recommended by manufacturer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Greet client and confirm pre-test criteria

  1. Greet client courteously and identify self
  2. Identify client following organisation and regulatory procedures
  3. Confirm that client meets pre-testing criteria for required collection
  4. Obtain, interpret and accurately record personal and clinical information in accordance with organisation policies and procedures
  5. Correctly explain collection procedure to client
  6. Obtain consent for collection procedure from client
Greet client courteously and identify self

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify client following organisation and regulatory procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm that client meets pre-testing criteria for required collection

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Correctly explain collection procedure to client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain consent for collection procedure from client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare for venous blood collection procedure

  1. Select appropriate collection site based on client evaluation
  2. Assemble equipment appropriate to test requested site selected
  3. Position client to ensure comfort and safety of both client and collector
  4. Identify when assistance may be needed and seek help if required
  5. Adopt standard and additional infection control guidelines and precautions according to organisation documented procedure
  6. Clean site with approved cleansing agent and allow to air dry prior to collection
  7. Apply and remove/loosen tourniquet according to requirements of equipment being used
  8. Confirm suitable vein through palpation of site and clean skin according to organisation documented procedure
  9. Anchor vein below the site according to documented procedure
  10. Insert needle at approved angle of 30 degrees or less
  11. Collect correct volume of blood in appropriate collection tubes in the approved order of draw, as recommended by the manufacturer
  12. 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
  13. Dispose of needle immediately and safely using approved sharps disposal device
  14. Invert collection tubes within timeframe required as recommended by manufacturer
  15. Observe client before, during and after collection for potential adverse effects and respond according to procedure
Select appropriate collection site based on client evaluation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assemble equipment appropriate to test requested site selected

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify when assistance may be needed and seek help if required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Anchor vein below the site according to documented procedure

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Insert needle at approved angle of 30 degrees or less

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Dispose of needle immediately and safely using approved sharps disposal device

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Invert collection tubes within timeframe required as recommended by manufacturer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow post-blood collection procedures

  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
  2. Dispose of waste in accordance with infection control protocols and organisation policies and procedures
  3. Confirm tube labelling information accuracy with client
  4. Confirm that site has visibly stopped bleeding after appropriate time lapse and apply dressing
  5. Complete other collection documentation in accordance with organisation procedures
  6. Provide client with correct post venepuncture care instructions
  7. Prepare collected samples for transit or storeaccording to test and organisation requirements
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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Confirm tube labelling information accuracy with client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete other collection documentation in accordance with organisation procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide client with correct post venepuncture care instructions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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