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Patient Preparation: NHA CPT Phlebotomy topic guide

Patient Preparation carries 20% of the NHA CPT Phlebotomy blueprint used in this course, the third-largest of its 5 weighted areas. It spans 6 concepts. The course teaches it in 1 study unit: Patient Preparation.

What Patient Preparation covers

  • What is the two-identifier rule and why is room number NOT acceptable? — Reputable phlebotomy textbook + CLIA/Joint Commission patient-ID standard
  • What must a phlebotomist do if a patient refuses a blood draw? — Ruth McCall Phlebotomy Essentials
  • What must be verified from the test requisition before performing the venipuncture? — Ruth McCall Phlebotomy Essentials
  • How should fasting requirements be checked before collecting an ordered fasting glucose or lipid test? — Targeted correction authority: https://www.ahajournals.org/doi/pdf/10.1161/CIR.0000000000001423. Earlier reference: Ruth McCall Phlebotomy Essentials
  • How should a patient be positioned for venipuncture, and what risk does improper positioning address? — Ruth McCall Phlebotomy Essentials
  • What is chain of custody, and which types of specimens require it?

Common mistakes in Patient Preparation

  • Room number is an acceptable patient identifier (WRONG; two independent identifiers required)
  • Matching the wristband alone is sufficient (WRONG; must verify against the requisition)
  • Non-fasting samples are acceptable for glucose or lipid panels (WRONG; non-fasting invalidates the result)
  • A chain-of-custody specimen does not require tamper-evident seals (WRONG)

Key terms for Patient Preparation

Two-identifier rule · Requisition · Chain of custody

How Patient Preparation connects to other areas

Official references for Patient Preparation

In the app this area comes with 7 memory cards and 24 module-quiz questions in the full course.

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