ENQUIRY NOW

Phlebotomy Technician

Phlebotomy Technician

This checklist was electronically signed on September 12, 2026

Instructions: This checklist is meant to serve as a general guideline for our client facilities as to the level of your skills within your nursing specialty. Please use the scale below to describe your experience/expertise in each area listed below.

Proficiency Scale:

1 = No Experience

2 = Need Training

3 = Able to perform with supervision

4 = Able to perform independently

PATIENT RIGHTS

APPROPRIATE PPE FOR THE FOLLOWING SCENARIOS

Standard Precautions (PPE to be Worn Based on Anticipated Level of Exposure)
Contact/Contact Enteric Precautions (Gown & Gloves)
Droplet Precautions (Surgical Mask)
Airborne Precautions (N95 where Appropriate)

REGULATORY AGENCIES/STANDARDS OF CARE AGENCIES

World Health Organization (WHO)
Centers of Medicare and Medicaid Services (CMS)
Agency for Healthcare Research and Quality (AHRQ)

INTERDISCIPLINARY COMMUNICATION

Communicate with patients and their companions in a courteous manner using age and cultural appropriate methods.
Understand the chain of communication, who to contact, and when.
Listen actively to patient concerns and address them appropriately.
Maintain patient confidentiality according to HIPAA guidelines i.e.: status updates to family members.
Implement effective solutions for communication with patients when barriers exist i.e.: physiological, cultural, language.

BLOOD TUBES

Blood Cultures
Brown Topped (Lead)
Gray Topped (Fluoride, Oxalate, Potassium)
Green Topped (Ammonia, Heparin)
Light Blue Topped (Coagulation)
Purple Topped (EDTA)
Red Topped (Plain)
Serum Separation (Tiger Top, Speckled, etc.)

COMPLICATIONS

Edema
Excessive bleeding
Failure to draw blood
Fainting
Hematomas
Infections
Petechiae

KEY SKILLS

Communicates (verbally and nonverbally) effectively and appropriately in the workplace
Demonstrates knowledge of collection equipment, various types of additives used, special precautions necessary and substances that can interfere in clinical analysis of blood constituents
Demonstrates understanding of the importance of specimen collection and specimen integrity in the delivery of patient care
Follows quality assurance and quality control protocol in laboratory department
Follows standard operating procedures in collecting specimens
Health care delivery system and medical terminology
Infection control and safety
Practices proper requisitioning, specimen transport and specimen processing as per policy
Relates major areas of the clinical laboratory to general pathologic conditions associated with the body systems

LABORATORY DATA

Abnormal results
Accuracy of test procedures
Need for additional testing

PATIENT IDENTIFICATION

Ambulatory patient identification
Emergency department identification
Infants and young children identification
Inpatient Identification

PATIENT PREPARATION AND VENIPUNCTURE PROCEDURE

Greets patient and explains procedure
Prepares and confirms appropriate test requisitions
Prepares supplies for venipuncture
Positions patient
Identifies the venipuncture sites
Warms the venipuncture site
Applies and removes tourniquet
Decontaminates the puncture site
Properly orders collection of specimens/tubes
Inverts tube post draw
Applies pressure on puncture site
Bandages puncture site
Properly disposes waste and sharps
Labels specimen ID
Appropriately handles specimen (basic)
Appropriate specialized specimen handling (ice, etc)
Transports specimen to lab per protocol

PEDIATRIC PHLEBOTOMY

Finger stick
Heel stick
Microcapillary skin puncture
Neonatal screening
Venipuncture

SPECIAL POPULATIONS

Glucometer systems
Patient for blood alcohol testing
Patient on cardiac arrest
Patient on dialysis
Patient with burned areas
Patient with damaged veins
Patient with heparin locks
Patient with Hickman catheter
Patient with port-a-cath
Patient with scarred veins
Patient with sclerosed veins
Post-mastectomy patient

VENIPUNCTURE METHOD

Bleeding Times
Blood Culture Bottles
Butterfly Method
Syringe Method
Therapeutic Drug Monitorin
Vacationer Method

TECHNOLOGY

Telehealth platforms
Smartphones
Tablets
Remote Monitoring Equipment
Electronic Health Record (EHR)
Data Analytics
Artificial Intelligence (AI): Chatbots
Artificial Intelligence (AI): Robots
Patient Engagement Tools
Video Conferencing Software
Secure Messaging Platforms
Clinical Decision Support Systems (CDSS): UpToDate
Clinical Decision Support Systems (CDSS): Zynx Health
Clinical Decision Support Systems (CDSS): VisualDX
Clinical Decision Support Systems (CDSS): Cerner
Clinical Decision Support Systems (CDSS): Epic

EQUIPMENTS AND KITS

Arterial blood gas kits
Bacteria Media
Blood culture bottles
Blood culture preparation kits
Capillary blood kits
Centrifuge
Drug screen kits
Heel warmers
Infant restraints
Laboratory requisitions
Legal blood draw kits
Occult blood packets
Ova parasite containers
Paternity blood draw kits
Pinworm kits
Serum separators
Vacutainer holder
Vacutainer tubes

ELECTRONIC DOCUMENTATION

Allscripts
Care360
Oracle (Cerner)
CPSI
eCLinicalWorks
Eclipsys
EPIC
MACLAB
McKesson/Paragon
Meditech
PACS
Quadramed
Soarian

AGE-SPECIFIC COMPETENCIES

Newborn/Neonate (birth to 30 days)
Infant (31 days to 12 months)
Toddler (1-3 years)
Preschooler (3-5 years)
School-age children (5-12 years)
Adolescents (12-18 years)
Young adults (18- 39 years)
Middle adults (39- 64 years)
Older adults (64-79 years)
Elderly adults (80+ years)