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Diagnostic Blood Tests and Other Procedures

Author: Sophia

what's covered
In this lesson, you will learn about some common standard laboratory tests that you will often encounter in healthcare settings, as well as some specialized procedures related to blood. Specifically, this lesson will cover:

Table of Contents

1. Standard Laboratory Tests

There are several standard laboratory tests that are commonly run in medical clinics.

1a. Complete Blood Count

A complete blood count (CBC) is a blood test performed in a laboratory that provides a comprehensive assessment of various blood components, including RBCs, WBCs, platelets, hematocrit (HCT), and hemoglobin (Hgb). These parameters help evaluate the overall health of the hematological system and can indicate anemia, infection, or other blood disorders. A CBC with differential includes an additional measurement of the different types of white blood cells (i.e., neutrophils, lymphocytes, monocytes, eosinophils, and basophils).

The figure below shows an illustration of CBC with differential test results indicated behind a tube of drawn blood.

The test shows values for the CBC of WBC, RBC, HGB, HCT, MCV, MCH, MCHC, RDW-CV, PLV, MPV, and one more hidden behind a tube of blood. The test also shows values for the differential of Neut, Lymph, Mono, EO, Baso, Ig, NRBC.

The table below shows some medical terms related to components of a CBC.

Term Abbreviation Example of relevant conditions
Red blood cell count RBC Erythrocytosis (elevated)
Anemia (too low)
White blood cell count WBC Leukocytosis (elevated)
Leukopenia (too low)
Platelet count PLT Thrombocytosis (elevated)
Thrombocytopenia (too low)
Hematocrit Hct Polycythemia (too many RBCs)
Hypoxia (insufficient oxygen)
Hemoglobin Hgb Polycythemia (too many RBCs)
Hypoxia (too little oxygen)

Other terms you may encounter include:

  • Anisocytosis: Unequal size of RBCs
  • Poikilocytosis: Abnormally shaped (variable) RBCs
  • Macrocytosis: Large RBCs
  • Microcytosis: Small RBCs
  • Spherocytosis: Sphere-shaped RBCs (disc-shaped is normal)
  • Hyperchromia: RBCs with excessive hemoglobin (remember, hemoglobin is a pigment and chrom/o is color)
  • Hypochromia: RBCs with too little hemoglobin
  • Presence of drepanocytes/sickle-shaped RBCs: Sickle cell anemia
  • Leukocytosis: Increased WBC count (e.g., during an infection)
  • Leukopenia: Low WBC count
  • Thrombocytopenia: Low platelet count

1b. Blood Chemistry and Metabolic Panels

Other common tests examine metabolic processes. These include a basic metabolic panel (BMP) and a comprehensive metabolic panel (CMP).

The BMP includes measurements of electrolytes (sodium, potassium chloride, and bicarbonate). It also measures creatinine and blood urea nitrogen (BUN), which gives information about kidney function (Cleveland Clinic, 2024). The CMP includes additional tests, including tests that give information about liver function: alanine transaminase (ALT), aspartate transaminase (AST), bilirubin, and albumin (Cleveland Clinic, 2024).

1c. Coagulation Studies and Tests for Clotting Disorders

It is often important to know whether someone’s blood is clotting normally. This can help in identifying clotting disorders and can be important to monitor someone taking blood-thinning medication (anticoagulants). Monitoring is especially important for people taking heparin, and especially warfarin, but newer anticoagulants, called direct oral anticoagulants (DOACs) do not require the same type of monitoring (McRae et al., 2021).

Examples of these tests include:

  • Prothrombin time (PT)
  • International normalized ratio (INR)
  • Partial thromboplastin time (PTT)
  • D-dimer test

1d. Immune System and Infection-Related Blood Tests

A variety of tests can be used to measure inflammation, immune function (e.g., to identify autoimmune disease), and infections.

C-reactive protein (CRP) and erythrocyte sedimentation rate (ESR) are both used to detect inflammation and autoimmune disease. The antinuclear antibody (ANA) test is used to detect antinuclear (ANA) antibodies because elevated levels of these antibodies suggest autoimmune diseases such as lupus.

Blood cultures can be used to identify which pathogen is causing an infection and to determine its susceptibility to different treatments. Bacteremia (a bacterial infection in the blood) and sepsis. Sepsis is a life-threatening condition that arises when the body’s response to an infection causes injury to its own tissues and organs. Sepsis can lead to significant health complications or death, especially if not recognized early and treated promptly. It often presents with fever, increased heart rate, increased breathing rate, and confusion.

Serologic (blood tests) can be used to identify particular pathogens. For example, a hepatitis panel tests for three types of hepatitis (A, B, and C), an HIV test detects the human immunodeficiency virus (HIV), and the Monospot test detects the Epstein-Barr virus, which causes mononucleosis (Quest Diagnostics, n.d.).

1e. Endocrine and Other Specialized Blood Tests

Some specialized tests are used to test hormone levels or detect cancer. Tests of hormone levels are available for cortisol, insulin, testosterone, estrogen, and other hormones. Thyroid hormones are tested to detect hypothyroidism (underactive thyroid) and hyperthyroidism (overactive thyroid). Thyroid tests include TSH (thyroid-stimulating hormone, which stimulates the thyroid gland) and two hormones produced by the thyroid: T3 and T4.

Tumor markers that can be tested include the PSA, CA-125, and CEA tests. PSA (prostate-specific antigen) is used to detect prostate cancer. PSA testing is used in routine screening. CA-125 (cancer antigen 125) can be used to detect cancer recurrence, to assess a particular cancer treatment, and sometimes for ovarian cancer detection in patients with particularly high risk, as it is not helpful for patients at lower risk, as so many other conditions can raise CA-125 levels (Mayo Clinic, 2025). The CEA (carcinoembryonic antigen) test is useful for monitoring cancer treatment and detecting recurrence of certain cancers (Cleveland Clinic, 2025).


2. Specialized Blood Procedures

In traditional blood donation, a unit of whole blood is taken from a donor and sent to a laboratory, where it is separated into its four components: red blood cells, white blood cells, platelets, and plasma. The components are stored and administered to patients who need blood products transfused after surgery, after a severe injury/trauma, or to treat a severe disease or hematological condition. In contrast, during apheresis, a specific component is removed from a donor’s blood, and the remaining components are returned to the donor while they are still connected to the machine.

Donor apheresis takes longer than a whole blood donation, but it is easy and painless and has many benefits.

EXAMPLE

An apheresis double red-cell donation (called erythropheresis) separates red blood cells and returns the remaining “non-targeted” plasma and platelets to the volunteer donor. This allows for the collection of twice as many red blood cells from one donation as they would in a whole-blood donation. As another example, a platelet apheresis donation can provide as many platelets as those obtained in four to six whole-blood donations.

The figure below shows an erythropheresis machine, which is a device with attached bags of blood and test tubes of blood nearby.

Plasmapharesis is used to separate plasma from other blood components. This can be used to obtain plasma for use in other patients, or to remove plasma that contains harmful antibodies or other substances. Plasmapheresis is used to treat conditions such as myasthenia gravis and Guillan-Barré syndrome (an autoimmune condition; Cleveland Clinic, 2022).

A blood product is any therapeutic substance derived from human blood. Types of blood products include whole blood, packed red blood cells (pRBCs), individual factor concentrates, fresh frozen plasma (FFP), platelet concentrates, and cryoprecipitate (i.e., plasma rich in proteins). Packed red blood cells contain RBCs, but not serum (UTMB Health, n.d.). Transfusion of blood products is a common procedure, with nearly 16 million blood components transfused each year in the United States. Nurses typically provide blood transfusions after they are prescribed by a healthcare provider.

In severe cases of symptomatic, severe anemia (i.e., dyspnea or chest pain) or hemoglobin levels less than 7 g/dL, transfusions of red blood cells are prescribed to rapidly increase hemoglobin levels.

The figure below shows a hanging bag of blood labeled clearly as blood type B. The blood type (i.e., A, B, AB, or O) and the Rh factor positive or negative) are indicated on the label to compare with the patient’s lab results. Health care agencies have strict safety procedures that nurses and other health care personnel follow when providing a blood transfusion to prevent the administration of incompatible blood to a patient.

When performing blood transfusions, it is essential to make sure that the blood is compatible. Remember that the ABO blood groups and Rh factor must be considered. Crossmatching is performed before transfusions to check for any incompatibilities. Most importantly, the patient’s red blood cells are exposed to serum from the donor (in other words, the fluid of plasma with no clotting factors). The patient’s serum and cells from the donor can also be mixed to check for a reaction (WebMD, 2025). This helps to ensure that there will be no compatibility issues from the transfusion. If a patient receives incompatible blood, a hemolytic reaction occurs. Remember that hem/o is blood, and –lysis means splitting or dissolution. In a hemolytic reaction following a blood transfusion, the patient’s immune system targets the donor’s red blood cells and destroys them. If there is a serious mismatch (like giving a patient with type A blood a transfusion from a donor with type B blood), then the result is a potentially dangerous reaction. Similar approaches are required for safe organ transplantation.

Bone marrow aspiration involves the extraction of a small sample of liquid bone marrow from the center of a patient’s bone. Common sites for bone marrow aspiration include the pelvic bone and sternum. The procedure is typically performed after local anesthesia is administered, and then the provider inserts a needle into the bone marrow space and draws out a liquid sample. The aspiration allows for laboratory analysis of the cellular components of the bone marrow (i.e., red blood cells, white blood cells, and platelets). Bone marrow aspiration is helpful for determining the presence of severe blood disorders, such as leukemia, and is also used to monitor disease progression or treatment effectiveness.

Bone marrow biopsy involves obtaining a small core of bone and marrow tissue from the bone marrow space. The procedure is often performed in conjunction with bone marrow aspiration.

The figure below shows a bone marrow biopsy. A needle is used to take a sample from the hip. A close-up shows that the needle needs to go through the bone to the bone marrow inside.

In bone biopsy, in contrast to the bone marrow aspiration procedure, the provider uses a larger needle during bone marrow biopsy to remove a cylindrical section of both the bone and marrow. Bone marrow biopsy provides a comprehensive evaluation of the bone marrow, allowing for a closer assessment of the bone marrow’s cellular density, structure, and the presence of any abnormal or diseased cells. It helps diagnose a wider range of conditions, including non-hematological disorders like metastatic cancers and immune diseases that may infiltrate the bone marrow.

Another approach to examine bone marrow is bone marrow MRI. This technique can be used to examine bone marrow features such as the proportions of red and yellow bone marrow, characteristics of lesions, and changes over time (Vilanova et al., 2024).

Bone marrow transplant, also called stem cell transplant, is a potentially curative treatment for severe hematological diseases like sickle cell disease, as well as cancer like leukemia. It typically involves the administration of chemotherapy to destroy the patient’s existing bone marrow and then replacing the bone marrow with healthy stem cells donated from a compatible donor. If successful, transplantation can be curative and result in the patient’s bone marrow taking over the production of healthy red blood cells, white blood cells, and platelets. However, patients undergoing this procedure with donated stem cells must take immunosuppressive medication for the remainder of their lives.

Immunotherapy harnesses the immune system for some purpose. For example, one type of immunotherapy uses a specific type of antibodies developed in the lab to target cancer cells for the immune system to attack. There are also vaccines to teach the immune system to respond to cancer cells and medications that affect immune system function (National Cancer Institute, 2019).

Immunodeficiencies are sometimes treated using intravenous immunoglobulin G (IVIg). This provides antibodies (immunoglobulins) that supplement the body’s own responses. This can be used for a variety of disorders, including HIV and lupus (Cleveland Clinic, 2024). As you learned in Immune System and Immune Response, immunoglobulins can also be used for other purposes, such as prophylactic treatment following rabies exposure (CDC, 2024).

Because the lymphatic system plays such an important role in the immune response and white blood cell function, there are some procedures to know related to the lymphatic system as well. Pay attention to the word parts to help remember these terms.

  • Lymphangiography: Used to view lymphatic vessels; a dye is injected and viewed using X-ray or MRI (in which case it is called MRI lymphangiography; Cleveland Clinic, 2022).
  • Lymphoscintigraphy: Imaging using radioactive substances that travel to map the lymphatic system, including lymph nodes (the substances are injected to view where they travel; Cleveland Clinic, 2024).
  • Lymphadenectomy: Surgical removal of a lymph node; can be used to determine whether cancer cells are present (Cleveland Clinic, 2022).
  • Sentinel lymph node excision: Biopsy of lymph nodes where a cancer is most likely to spread to determine whether the cancer has begun to spread; if these lymph nodes do not contain cancer cells, that suggests that the cancer has not spread from its initial site (Mayo Clinic, 2024).

summary
In this lesson, you learned about standard laboratory tests often performed in clinical settings. These tests include a complete blood count test, blood chemistry and metabolic panels, coagulation studies and tests for clotting disorders, immune system and infection-related tests, and endocrine and other specialized blood tests. You also learned about specialized blood procedures. There are many additional tests and procedures, but this information gives you a foundation on which you can add more terms as needed.

Source: THIS TUTORIAL HAS BEEN ADAPTED FROM “OPEN RN | MEDICAL TERMINOLOGY – 2e” BY ERNSTMEYER & CHRISTMAN AT OPEN RESOURCES FOR NURSING (Open RN). ACCESS FOR FREE AT https://wtcs.pressbooks.pub/medterm/ LICENSING: CREATIVE COMMONS ATTRIBUTION 4.0 INTERNATIONAL.

REFERENCES

Basic Metabolic Panel. (2024, October 21). Cleveland Clinic. Basic Metabolic Panel (BMP): What It Is, Procedure & Results

Comprehensive Metabolic Panel. (2024, July 3). Cleveland Clinic. Comprehensive Metabolic Panel (CMP): What It Is & Results

McRae, H. L., Militello, L., & Refaai, M. A. (2021). Updates in anticoagulation therapy monitoring. Biomedicines, 9(3), 262. doi.org/10.3390/biomedicines9030262

Hepatitis Panel, General. (n.d.). Quest Diagnostics. Hepatitis Panel, General | Test Detail | Quest Diagnostics

CEA Test. (2025, June 5). Cleveland Clinic. CEA Test (Carcinoembryonic Antigen): What It Is & Results

CA 125 Test. (2025, March 7). Mayo Clinic. CA 125 test - Mayo Clinic

Plasmapheresis and Plasma Exchange. (2022, September 9). Cleveland Clinic. Plasmapheresis (Plasma Exchange): Therapy, Procedure & What It Is

WebMD Editorial Contributors. (2025, April 28). What is Blood Crossmatching? WebMD. Blood Crossmatching: The First Step in Blood Transfusions

Red Blood Cells. (n.d.). UTMB Health. Red Blood Cells

Vilanova, C., Martín-Noguerol, T., García-Figueiras, R., Baleato-González, S., & Vilanova, J. C. (2024). Bone marrow magnetic resonance imaging (MRI): morphological and functional features from reconversion to infiltration. Quantitative Imaging in Medicine and Surgery, 14(11), 7969–7982. doi.org/10.21037/qims-23-1678

Immunotherapy to Treat Cancer. (2019, September 24). National Cancer Institute. Immunotherapy for Cancer - NCI

IVIG (Intravenous Immunoglobulin) (2024, October 10). Cleveland Clinic. IVIG (Intravenous Immunoglobulin): Treatment & Side Effects

Rabies post-Exposure Prophylaxis. (2024, June 20). Centers for Disease Control and Prevention (CDC). Rabies Post-exposure Prophylaxis | Rabies | CDC

Lymphangiography. (2022, May 10). Cleveland Clinic. Lymphangiography: What It Is, Purpose, Procedure & Risks

Lymphscintigraphy. (2023, November 17). Cleveland Clinic. Lymphoscintigraphy: What It Is, Procedure & Side Effects

Lymphadenectomy. (2022, October 15). Cleveland Clinic. Lymphadenectomy: Surgery Definition, Procedure & Types

Sentinel Node Biopsy. (2024, October 31). Mayo Clinic. Sentinel node biopsy - Mayo Clinic

Terms to Know
Anisocytosis

RBCs have unequal sizes.

Apheresis

A procedure in which blood is drawn, certain components are separated out, and other components are returned to the patient.

Bacteremia

A condition in which there are bacteria in the blood.

Blood Product

Any therapeutic substance derived from human blood.

Bone Marrow Aspiration

A procedure in which a small sample of liquid bone marrow from the center of a patient’s bone.

Bone Marrow Biopsy

A procedure that involves obtaining a small core of bone and marrow tissue from the bone marrow space.

Bone Marrow MRI

A technique that uses MRI to examine bone marrow features.

Bone Marrow Transplant

A potentially curative treatment for severe hematological diseases like sickle cell disease, as well as cancer like leukemia; typically involves the administration of chemotherapy to destroy the patient’s existing bone marrow and then replacing the bone marrow with healthy stem cells donated from a compatible donor.

CBC with differential (CBC with diff)

A CBC that includes an additional measurement of the different types of white blood cells (i.e., neutrophils, lymphocytes, monocytes, eosinophils, and basophils).

Cancer Antigen 125 (CA-125) Test

A test that be used to detect cancer recurrence, to assess a particular cancer treatment, and sometimes for ovarian cancer detection in patients with particularly high risk, as it is not helpful for patients at lower risk as so many other conditions can raise CA-125 levels.

Carcinoembryonic Antigen (CEA) Test

A test that is useful for monitoring cancer treatment and detecting recurrence of certain cancers.

Complete Blood Count (CBC)

A blood test performed in a laboratory that provides a comprehensive assessment of various blood components, including RBCs, WBCs, platelets, hematocrit (HCT), and hemoglobin (Hgb).

Direct Oral Anticoagulant (DOAC)

One of a group of newer anticoagulants that require less monitoring than older anticoagulants.

Heparin

A blood-thinner (anticoagulant).

Hyperchromia

RBCs have excessive hemoglobin.

Hypochromia

RBCs have too little hemoglobin.

Immunotherapy

Treatment that harnesses the immune system for some purpose, such as targeting cancer cells.

Intravenous Immunoglobulin G (IVIg)

The most common immunoglobulin treatment, used to provide immunoglobulins to treat various conditions.

Lymphadenectomy

Surgical removal of a lymph node; can be used to determine whether cancer cells are present.

Lymphangiography

Used to view lymphatic vessels; a dye is injected and viewed using X ray or MRI (in which case it is called MRI lymphangiography).

Lymphoscintigraphy

Imaging using radioactive substances that travel to map the lymphatic system, including lymph nodes.

Macrocytosis

Having large RBCs.

Microcytosis

Having small RBCs.

Monospot Test

A test for Epstein-Barr virus, which causes mononucleosis.

Packed Red Blood Cells (pRBC)

A blood product consisting of red blood cells with the serum removed.

Poikilocytosis

Having abnormally shaped (variable) RBCs.

Prostate Specific Antigen (PSA) Test

A test used in routine screening for prostate cancer.

Sentinel Lymph Node Biopsy

Biopsy of lymph nodes where a cancer is most likely to spread to determine whether the cancer has begun to spread.

Sepsis

A life-threatening condition that arises when the body’s response to an infection causes injury to its own tissues and organs.

Spherocytosis

Having sphere-shaped RBCs (disc-shaped is normal).

Stem Cell Transplant

Bone marrow transplant.