Blood Management Protocol

 

Patient Blood Management (PBM) in Surgery – Educational Flowchart

International Patient Blood Management (PBM) in Surgery

An evidence-based, multidisciplinary approach to optimize patient outcomes and conserve blood resources

Understanding Patient Blood Management

Patient Blood Management (PBM) is a patient-centered, systematic approach to improve patient outcomes by managing and preserving a patient’s own blood while promoting patient safety and empowerment. In surgical settings, PBM protocols are crucial for reducing transfusion needs, decreasing complications, and improving recovery times.

This flowchart outlines the three-pillar approach to PBM as recommended by international health organizations including the World Health Organization (WHO) and Society for the Advancement of Blood Management (SABM).

1
Optimize Erythropoiesis & Hematopoiesis
Preoperative Assessment
  • Complete blood count (CBC) and iron studies
  • Identify and treat anemia (iron deficiency, B12/folate deficiency)
  • Consider erythropoiesis-stimulating agents if appropriate
  • Nutritional optimization
Intraoperative Management
  • Minimize diagnostic blood loss
  • Use pediatric blood collection tubes when possible
  • Point-of-care testing to reduce sample volumes
Postoperative Care
  • Continue anemia treatment as needed
  • Monitor hemoglobin levels regularly
  • Early mobilization to stimulate erythropoiesis
2
Minimize Blood Loss & Bleeding
Preoperative Preparation
  • Discontinue anticoagulants/antiplatelets when safe
  • Identify and manage bleeding disorders
  • Consider tranexamic acid for high-bleeding-risk procedures
Surgical Techniques
  • Meticulous surgical hemostasis
  • Minimally invasive approaches when appropriate
  • Use of topical hemostatic agents
  • Electrosurgery, ultrasonic, or laser devices
Anesthesia Management
  • Maintain normothermia
  • Appropriate positioning to minimize venous pressure
  • Controlled hypotension when appropriate
  • Point-of-care coagulation monitoring
3
Harness & Optimize Physiological Reserve
Tolerance of Anemia
  • Individualize transfusion triggers based on patient comorbidities
  • Optimize cardiovascular function preoperatively
  • Supplemental oxygen when needed
  • Avoid unnecessary blood draws
Blood Conservation Techniques
  • Acute normovolemic hemodilution
  • Intraoperative cell salvage
  • Microsampling for laboratory tests
  • Closed blood sampling systems
Evidence-Based Transfusion Practice
  • Single-unit transfusion policy
  • Use of restrictive transfusion thresholds (Hb 7-8 g/dL)
  • Consider patient symptoms over numerical values alone
  • Documented clinical justification for transfusions

Key Benefits of Implementing PBM Protocols

Improved Patient Outcomes

Reduced infection rates, shorter hospital stays, and decreased complications associated with transfusions.

Enhanced Safety

Lower risk of transfusion-related reactions, infections, and immunomodulation.

Resource Optimization

More efficient use of blood products, reducing costs and preserving supply for critical needs.

Standardized Care

Evidence-based protocols ensure consistent, high-quality care across surgical specialties.

This educational resource is based on international guidelines from WHO, SABM, and other leading health organizations.

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