Peripheral Intravenous Line Access and Blood Sampling (2024)

by Omar F. Al- Nahhas, Mansoor M. Husain

Introduction

Peripheral IV Cannulation is a critical skill for healthcare providers in the Emergency Department, clinics, and the field. Knowing that it is one of the most essential procedures in the United States, where it is estimated that more than 25 million patients have peripheral intravenous (IV) catheters placed each year for vascular access for the administration of medications and fluids and the sampling of blood for analysis [1], makes it essential to master the technique, understand the subtleties of anatomy, and perform the procedure frequently to maintain this skill.

IV access plays a critical role in the emergency department as it permits the administration of medicines and fluids directly into the patient’s bloodstream, allowing prompt treatment of severe conditions such as dehydration, shock, and severe infections. The speed of treatment delivery is crucial in emergency scenarios, and peripheral IV access provides an efficient and effective way to deliver life-saving therapies. Additionally, it enables the frequent and easy sampling of blood, which is crucial for diagnosing and monitoring the patient’s condition. Therefore, healthcare providers in the emergency department must develop quick and reliable peripheral IV access skills to guarantee the best possible patient outcomes.

Indications

  • Administration of fluids: Patients who are dehydrated or unable to tolerate oral fluids may require IV fluids to maintain hydration and electrolyte balance [2].
  • Medication administration: Certain medications, such as antibiotics, chemotherapy drugs, and pain relievers, may need to be administered intravenously to achieve the desired effect.
  • Blood transfusions: Patients who have lost a significant amount of blood due to trauma or surgery may require a blood transfusion via an IV cannula.
  • Monitoring: IV access may be necessary for frequent blood draws or to monitor certain parameters, such as blood glucose levels.
  • Contrast material administration: Some imaging studies, such as CT scans, require the administration of contrast material via IV cannulas to help visualize certain structures.

Contraindications

There are no absolute contraindications. Relative contraindications include

  • Coagulopathy
  • The presence of local infection
  • Burns, or compromised skin at the intended site of insertion
  • Previous lymphatic nodal clearance, arteriovenous fistula formation, or deep venous thrombosis on the affected limb.

In such cases, clinical judgment must be used to balance the benefits and risks of proceeding with line placement at that site [2].

Equipment and Patient Preparation

Equipment

  • Gloves
  • Skin disinfectant (Povidine and Alcohol Swabs),
  • 16-18 gauge IV catheter (smaller catheters are better used in the pediatric population)
  • Tape
  • Syringe
  • 3-way stopcock
  • Tourniquet

Optional

  • Topical anesthetic, e.g., EMLA ( 2.5% lidocaine and prilocaine),
  • Transilluminator light
  • Ultrasound with a vascular probe.

Patient Preperation

To perform the procedure, obtaining consent from the patient after discussing the procedure and its associated risks and benefits is important. The preferred site for cannulation is the Cephalic vein in the forearm, followed by the Medial Brachial Vein in the Antecubital Sulcus.  The dorsum of the hand is also a common site, but this can be more painful for the patient, and often, smaller gauge cannulas are used. Always use universal precautions, such as wearing gloves, during the procedure. The selected vein should be visualized and palpated, as it will have a slight “give” compared to surrounding tissue.

The overlying skin should be disinfected, and a topical anesthetic may be applied as desired. While transillumination or ultrasound may provide additional guidance, care should be taken to avoid contamination of the clean, prepped site to be accessed.

Procedure Steps

The procedure for peripheral IV cannulation involves several steps [3]:

  1. Apply a tourniquet or blood pressure cuff inflated above the diastolic reading proximal to the intravenous site.
  2. Prepare the site with an antiseptic solution.
  3. Insert the IV catheter using a no-touch technique distal to and along the line of the vein at a 10 to 15-degree angle to the skin.
  4. Slowly advance the needle and catheter into the vein, waiting for a flash of blood to enter the catheter, which may not always occur.
  5. Slowly advance the needle an additional 1 to 2 millimeters and slide the cannula into the vein while securing the needle in place.
  6. Remove the needle while pressing on the overlying skin over the cannula proximal to the insertion site to stem the blood flow.
  7. Attach a 3-way stopcock and flush the stopcock and cannula with 5 ml of saline to prevent clotting. Assess the fluid flow through the catheter and watch for skin bulge, which may suggest fluid extravasation.
  8. Secure the catheter with tape or dressing and release the tourniquet or blood pressure cuff.
  9. Attach intravenous tubing to the 3-way stopcock, attach it to the fluid of choice, and initiate flow. Watch again for fluid extravasation. Medications may be administered through another port of the stopcock or added to the IV solution as desired.
  10. Ensure that the tourniquet is removed before administering drug or fluid infusion.
  11. If fluid extravasation occurs, remove the catheter and repeat the procedure at a more proximal site, avoiding distal attempts.
  12. These steps should be performed carefully and with appropriate attention to detail to ensure successful IV cannulation.

Blood Sampling

Blood sampling is a fundamental procedure in clinical practice for diagnostic and monitoring purposes. Various tubes are available for collecting blood samples, each designed for specific laboratory tests. For instance, the Vacutainer system offers a range of tubes with different additives to facilitate accurate test results. The choice of the tube depends on the required analyses, such as complete blood count (CBC), basic chemistry panels, coagulation studies, blood cultures, or specialized tests. Adhering to the appropriate tube selection based on the intended tests is crucial for obtaining reliable laboratory results. The amount of blood required for each tube varies depending on the specific test being conducted.

Generally, a CBC requires 2-4 mL of blood to obtain sufficient quantities of plasma or serum for cell counting and differential analysis [4]. Basic chemistry panels often necessitate larger volumes, ranging from 5-10 mL, to provide enough serum or plasma for multiple analytes, such as electrolytes, liver function tests, and renal function tests [4].On the other hand, blood culture bottles usually require 10 mL of blood to optimize the sensitivity of microbial detection [5]. Understanding the recommended blood volumes for each tube is crucial for ensuring adequate sample collection and accurate test results.

In summary, proper tube selection is essential for blood sampling to ensure accurate laboratory results. Various tubes with specific additives are available and tailored for different tests. The amount of blood needed for each tube varies depending on the type of analysis being conducted. Familiarity with the recommended blood volumes for each tube is crucial to obtaining sufficient sample quantities and optimizing diagnostic accuracy.

Complications

Despite the widespread use, IV cannulation is not without complications.

Phlebitis: This refers to vein inflammation, which can cause redness, warmth, and pain at the catheter site. The incidence of phlebitis ranges from 2% to 50% in adult patients and is related to various factors, including catheter gauge, insertion site, and duration of catheterization. [6]

Catheter-related bloodstream infections (CRBSIs): These are serious infections that can result from the colonization of the catheter by microorganisms. The incidence of CRBSIs is estimated to be 1-10% and is associated with prolonged catheterization, immunocompromised patients, and inadequate catheter site care.[7]

Infiltration and extravasation: Infiltration occurs when the fluid administered leaks into the surrounding tissue, while extravasation occurs when the medication or solution irritates the surrounding tissue, leading to tissue damage. The incidence of infiltration ranges from 4% to 38%, while extravasation occurs in less than 6% of patients. [8]

Hematoma: This is a collection of blood at the site of the catheter, which can occur due to trauma during catheter insertion or catheter displacement. Hematoma is reported in 0.5-8% of cases. [9]

Nerve injury: Nerve injury can occur due to direct trauma during catheter insertion, leading to motor and sensory deficits. The incidence of nerve injury is low, reported in less than 1% of cases. [10]

In conclusion, peripheral IV catheterization is a commonly performed procedure but not without complications. Careful attention to technique and site care can help minimize the risks of complications.

Hints and Pitfalls

To successfully perform peripheral IV cannulation, it’s important to use the correct technique and select an appropriate site with a visible vein.

  • Start by applying heat and a tourniquet to enhance blood flow, making the vein more prominent.
  • Once you have identified the vein, stabilize it and insert the cannula at an angle of 10 to 30 degrees, advancing it slowly while monitoring for proper placement.
  • Finally, secure the cannula using a transparent dressing or tape, ensuring it is not too tight.

Proper care and maintenance of peripheral intravenous (IV) lines are crucial to prevent complications and ensure patient safety. According to evidence-based guidelines, dressing care plays a vital role in IV line maintenance. Transparent semipermeable dressings are recommended by the Infusion Nurses Society (INS) as they provide a barrier against contamination and allow easy visualization of the insertion site [11]. Regular inspection of the dressing is important to identify any issues such as loosening, soiling, or moisture accumulation, and compromised dressings should be promptly replaced using sterile technique to reduce the risk of infection.

Flushing and locking peripheral IV lines are essential for maintaining patency. The INS recommends flushing with 0.9% sodium chloride (normal saline) solution before and after medication administration and at least every 8-12 hours for continuous infusions [11]. This practice helps prevent blood clot formation and ensures proper line functioning. When intermittent infusion is not expected for an extended period, the INS suggests using a saline or heparin lock to maintain line patency [11].

Vigilant monitoring and assessment of the peripheral IV site are critical to detect any signs of infection or complications. According to the Centers for Disease Control and Prevention (CDC), routine site inspection should be performed at least daily, paying close attention to redness, swelling, warmth, tenderness, or drainage [12]. Timely reporting and appropriate intervention in case of any abnormalities are crucial to prevent complications like phlebitis or infiltration.

Patient education is an essential aspect of peripheral IV line care. Educating patients and their caregivers about proper hand hygiene, signs of infection or complications, and when to seek medical assistance is vital. Patients should receive clear instructions to promptly report any pain, tenderness, or changes at the IV site.

It is important to note that specific institutional protocols may vary, and adherence to local guidelines is essential. These recommendations are based on current evidence and best practices in peripheral IV line care, aiming to promote patient safety and achieve optimal outcomes.

There are some pitfalls to avoid. Failure to use proper technique or choosing an inappropriate site can increase the risk of infection and complications such as infiltration, extravasation, or phlebitis. Applying too much heat or pressure with the tourniquet can cause burns or damage to the veins. Failure to stabilize the vein or inserting the cannula at the wrong angle can make cannulation more difficult or cause complications. Advancing the cannula too quickly or over-tightening the dressing can cause pain or discomfort, restrict blood flow, or damage the vein.

In time-critical cases with known difficult peripheral access or where multiple attempts at peripheral line placement have already failed, an ultrasound-guided technique may be necessary, or the clinician may consider using alternative routes of drug administration (such as oral, intramuscular, intraosseous, or central venous access).

Special Patient Groups

Certain populations, including pediatric, geriatric, and pregnant patients, require special considerations during peripheral IV catheterization.

Pediatrics

Pediatric patients have unique anatomical and physiological differences that affect the success of IV catheterization. The smaller size of their veins and thinner skin can make it challenging to locate and access suitable sites for catheter insertion [13]. 

Additionally, children have a higher risk of experiencing pain, discomfort, and anxiety during the procedure, which can lead to complications such as vasovagal syncope and catheter dislodgement. Therefore, healthcare providers need to use appropriate-sized catheters and consider non-pharmacological interventions, such as distraction techniques and topical anesthetics, to minimize the pain and discomfort associated with the procedure [13].

Geriatrics

Geriatric patients also require special consideration during peripheral IV catheterization. As individuals age, their veins become less elastic and more fragile, making it challenging to cannulate veins and increasing the risk of complications such as hematoma, infiltration, and extravasation. Furthermore, geriatric patients often have multiple comorbidities and take multiple medications, which can increase the risk of adverse reactions and interactions with IV medications. Therefore, healthcare providers must assess the patient’s venous status and consider alternative routes of medication administration when appropriate [14].

Pregnant Patients

Pregnant patients pose unique challenges during peripheral IV catheterization due to the physiological changes that occur during pregnancy. Increased blood volume, decreased venous compliance, and increased peripheral resistance make locating and accessing suitable veins for catheter insertion difficult. Additionally, certain medications and fluids can affect the mother and fetus, requiring careful consideration of the medication’s safety and potential risks. Therefore, healthcare providers can use ultrasound guidance and consider the patient’s gestational age, medical history, and current medications when selecting the site and medication for IV catheterization [15].

In summary, peripheral IV catheterization requires special considerations in pediatric, geriatric, and pregnant patients. Healthcare providers should assess the patient’s anatomical and physiological status and select appropriate-sized catheters. They should also consider non-pharmacological interventions to reduce pain and discomfort and carefully select the site and medication for IV catheterization to minimize the risk of complications.

Authors

Picture of Omar F. Al- Nahhas

Omar F. Al- Nahhas

Dr. Omar Al-Nahhas is a Senior Emergency Medicine Resident at STMC, Al-Ain, UAE, and an MSc Candidate in Medical Education at the University of Warwick. He is an Adjunct Clinical and Simulation Tutor at Ajman University and a certified BLS and ACLS Instructor. With publications in emergency medicine, his interests include Trauma, Sports Medicine, Critical care and Advanced Emergency Medicine, emphasizing education, research, and resuscitation practices.

Picture of Mansoor M. Husain

Mansoor M. Husain

Consultant Emergency Medicine, Tawam Hospital – Alain

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References

  1. Chopra V, Anand S, Hickner A, Buist M, Rogers MA, Saint S, Flanders SA. “Risk of venous thromboembolism associated with peripherally inserted central catheters: a systematic review and meta-analysis.” Lancet. 2013 Jul 27;382(9889):311-25. doi: 10.1016/S0140-6736(13)60592-9. Epub 2013 May 30. PMID: 23726390.
  2. Beecham GB, Tackling G. Peripheral Line Placement. [Updated 2022 Jul 25]. In: StatPearls [Internet]. Treasure Island (FL): StatPearls Publishing; 2023 Jan-. Available from: https://www.ncbi.nlm.nih.gov/books/NBK539795/
  3. Keith A. “Intravenous (IV) Line Access” (n.d.). International Emergency Medicine Education Project, Available athttps://iem-student.org/intravenous-iv-line-access/.
  4. Clinical and Laboratory Standards Institute (CLSI). (2017). Procedures for the Collection of Diagnostic Blood Specimens by Venipuncture; Approved Standard—Eighth Edition. CLSI Document GP41-A8. CLSI.
  5. Clinical and Laboratory Standards Institute (CLSI). (2020). Principles and Procedures for Blood Cultures; Approved Guideline—Third Edition. CLSI Document M47-A3. CLSI.
  6. Helm RE, Klausner JD, Klemperer JD, et al. Accepted but unacceptable: peripheral IV catheter failure. J Infus Nurs. 2015;38(3):189-203.
  7. Blot SI, Depuydt P, Annemans L, et al. Clinical and economic outcomes in critically ill patients with nosocomial catheter-related bloodstream infections. Clin Infect Dis. 2005;41(11):1591-1598.
  8. Dougherty L, Lister S. Infusion Nursing: An Evidence-Based Approach. Elsevier Health Sciences; 2014.
  9. Feleke Y, Mekonnen N, Assefa A. Magnitude and associated factors of intravenous catheter-related hematoma in the adult emergency department of Tikur Anbessa Specialized Hospital, Addis Ababa, Ethiopia. BMC Emerg Med. 2018;18(1):10.
  10. Wallis MC, McGrail M, Webster J, et al. Risk factors for peripheral intravenous catheter failure: a multivariate analysis of data from a randomized controlled trial. Infect Control Hosp Epidemiol. 2014;35(1):63-68.
  11. Infusion Nurses Society. (2021). Infusion therapy standards of practice. Journal of Infusion Nursing, 44(1S), S1-S224.
  12. Centers for Disease Control and Prevention. (2021). Guidelines for the Prevention of Intravascular Catheter-Related Infections. Retrieved from https://www.cdc.gov/infectioncontrol/guidelines/bsi/index.html
  13. Naik VM, Mantha SSP, Rayani BK. Vascular access in children. Indian J Anaesth. 2019 Sep;63(9):737-745. doi: 10.4103/ija.IJA_489_19. PMID: 31571687; PMCID: PMC6761776.
  14. Gabriel, J. (2017). Understanding the challenges to vascular access in an ageing population. British Journal of Nursing, 26(14), S15–S23. doi:10.12968/bjon.2017.26.14.s
  15. Tan PC, Mackeen A, Khong SY, Omar SZ, Noor Azmi MA. Peripheral Intravenous Catheterisation in Obstetric Patients in the Hand or Forearm Vein: A Randomised Trial. Sci Rep. 2016 Mar 18;6:23223. doi: 10.1038/srep23223. PMID: 26987593; PMCID: PMC4796788.

Reviewed and Edited By

Picture of Arif Alper Cevik, MD, FEMAT, FIFEM

Arif Alper Cevik, MD, FEMAT, FIFEM

Prof Cevik is an Emergency Medicine academician at United Arab Emirates University, interested in international emergency medicine, emergency medicine education, medical education, point of care ultrasound and trauma. He is the founder and director of the International Emergency Medicine Education Project – iem-student.org, chair of the International Federation for Emergency Medicine (IFEM) core curriculum and education committee and board member of the Asian Society for Emergency Medicine and Emirati Board of Emergency Medicine.

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