The only phlebotomist in an outpatient drawing center is not familiar with the test that a physician has ordered. What is the most appropriate action to take?

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When you’re faced with a test you’re not familiar with, the safest and most appropriate step is to consult the procedure manual for guidance. That manual is the authoritative source in the outpatient setting and includes the exact instructions for collecting, handling, and processing each test. It covers which tube to use, the proper order of draw, required additives, specimen volume, any patient prep like fasting, labeling and transport requirements, processing steps, and any special handling to preserve specimen integrity. Following those documented procedures helps ensure accurate results, patient safety, and compliance with lab policies and accreditation.

Calling the physician’s office for assistance isn’t the best first move because the physician’s office may not have up-to-date or detailed lab workflow information, and reaching out can introduce delays or confidentiality concerns. Drawing both a serum and a plasma sample without a documented need wastes resources, can complicate processing, and may expose the patient to unnecessary additional sticks. Sending patient safety goals doesn’t address the specific collection and handling requirements for the ordered test and isn’t a substitute for following established lab procedures.

If the manual doesn’t cover the test or you still have questions after reviewing it, escalate to a supervisor or the lab director for guidance.