1. Anemia — Overview
FoundationCBC Quick Rules
- ↓Hgb = Anemia | ↑Hgb = Polycythemia
- ↓WBC = Leukopenia | ↑WBC = Leukocytosis
- ↓Platelet = Thrombocytopenia | ↑Platelet = Thrombocytosis
Severity (Hgb)
| Grade | Hgb (g/dL) |
|---|---|
| Mild | 10 – normal |
| Moderate | 7 – 9.9 |
| Severe | < 7 |
Compensatory Physiology
- Hyperdynamic circulation (↑CO, but low-CO symptoms)
- ↑Erythropoietin from kidney
- Blood redistributed to vital organs
🧠 3 causes of PANCYTOPENIA → always get Bone Marrow Biopsy:
- Aplastic anemia (parvovirus B19)
- Megaloblastic anemia
- Paroxysmal nocturnal hemoglobinuria (a hemolytic anemia)
Stepwise Work-up of Anemia
- 1. Iron studies: Ferritin, transferrin saturation, TIBC, RDW, smear, Hb electrophoresis
- 2. Hemolysis markers: total/direct bilirubin, reticulocyte count, LDH, haptoglobin
- 3. Immune hemolysis: Direct Coombs (DAT)
- 4. Inflammation: ESR, CRP
- 5. Nutrition: B12, folate, homocysteine, methylmalonic acid (MMA)
- 6. Liver/Thyroid: LFTs, TSH/FT4
- 7. Bone marrow: last resort — except pancytopenia
🗂 Anemia Classification by MCV
| MCV < 80 (Microcytic) | MCV 80–100 (Normocytic) | MCV > 100 (Macrocytic) |
|---|---|---|
| Iron deficiency, Thalassemia trait, Anemia of chronic disease, Sideroblastic anemia | ↑Retic: acute blood loss, hemolytic anemia, SCA, thalassemia major ↓Retic: anemia of chronic disease, aplastic anemia (parvovirus B19) |
Megaloblastic: B12/folate deficiency Non-megaloblastic: liver disease, alcoholism, hypothyroidism |
🧠 "LITTLE" — Microcytic causes: L-Lead poisoning · I-Iron deficiency · T-Thalassemia · T-The anemia of chronic disease · L-Late-stage sideroblastic anemia · E-Endless inflammation
🔬 Peripheral Smear — High Yield Clues
| Smear Illustration | Finding | Diagnosis |
|---|---|---|
| Sickle cells | Sickle cell anemia | |
| Target cells | Thalassemia | |
| Spherocytes no central pallor, small & dense | Hereditary spherocytosis (only cause of ↑MCHC) / Autoimmune hemolytic anemia (+Coombs) | |
| Heinz bodies / bite cells | G6PD deficiency | |
| Basophilic stippling | Lead poisoning (also sideroblastic anemia) | |
| Schistocytes (fragmented RBCs) | Traumatic/microangiopathic hemolysis — DIC, HUS, TTP |
Illustrations are simplified schematic drawings for recall, not clinical photomicrographs.
Hemoglobin Electrophoresis (Adult Normal vs Thalassemia)
| HbA | HbA2 | HbF | |
|---|---|---|---|
| Normal adult | 95–98% | 2–3.5% | <1% |
| β-Thalassemia minor | 85–95% | >3.5% (key) | <5% |
| β-Thalassemia major | Absent/very low | Normal/slight ↑ | >90% |
2. Microcytic Anemia (MCV < 80)
IDA · ACD · Sideroblastic · Thalassemia① Iron Deficiency Anemia (IDA)
Causes
- Blood loss: GI bleed (colorectal ca, ulcers), menstrual bleeding, hematuria
- ↑Demand: pregnancy
- ↓Absorption: celiac, atrophic gastritis, H. pylori, bariatric surgery, chronic PPI/H2 blocker use
- ↓Intake: poor diet; cow's milk in infants
Diagnosis
- Low ferritin (<30 ng/mL) — most sensitive/specific
- Low transferrin saturation, ↑TIBC
- ↑RDW — first abnormality to appear
- Thrombocytosis may occur
- Smear: pencil cells
- Mentzer index (MCV/RBC) >13 → IDA vs <13 → thalassemia
🎯 Exam clue: Colonoscopy is mandatory in men, postmenopausal women, and any unexplained IDA — rule out colorectal cancer.
Clinical Features
- Fatigue, palpitations, dyspnea on exertion, pallor
- Pica, restless leg syndrome, koilonychia (spoon nails), atrophic glossitis
- Plummer–Vinson syndrome: IDA + dysphagia + esophageal webs
Management
- Oral iron first-line (65 mg elemental/day adult; 3–6 mg/kg/day child) — empty stomach, avoid Ca/tea/coffee/PPI within 2–4h
- IV iron if intolerant/malabsorption/pregnancy (Hgb<10.5, 2nd–3rd trimester)/heart failure
- Transfusion only if hemodynamically unstable or Hgb critically low
- Recheck CBC at 2 weeks (4–6 wks if IV); Hgb ↑2 g/dL by 3 wks, normal by 6–8 wks
- Continue iron 3–6 months after correction to refill stores
② Anemia of Chronic Disease (ACD) — IDA vs ACD
| IDA | ACD | |
|---|---|---|
| MCV | Low | Normal then low |
| Serum iron | Low | Low |
| Ferritin | Low | Normal / High |
| TIBC | High | Low |
| Transferrin sat. | Low | Normal |
| Treatment | Iron replacement | Treat cause; EPO if CKD (avoid in malignancy) — must exclude IDA first |
Causes: SLE, IBD, vasculitis, chronic infection, malignancy (lymphoma, myeloma), CKD, aging.
③ Sideroblastic Anemia
- "Opposite" of IDA — iron overloaded
- Inherited: X-linked. Acquired: 1° myelodysplasia; 2° alcohol (MCC), lead, INH, B6 deficiency
- Basophilic stippling; can be macrocytic
- Most accurate test: Prussian blue stain
④ Thalassemia
- Autosomal recessive; α or β chain defect
- CBC: microcytic, MCV very low, RBC may be ↑
- Iron panel: normal
- Smear: target cells; hemolysis features
- Confirm: Hb electrophoresis; Mentzer <13
Thalassemia — Minor/Trait vs Major
| Minor / Trait | Thalassemia Major | |
|---|---|---|
| MCV | Microcytic hypochromic (<80) | Normocytic (80–100) |
| Symptoms | Asymptomatic | Jaundice, dark urine, pale stool, frontal bossing, maxillary hypertrophy, depressed nasal bridge, hepatosplenomegaly |
| Labs | HbA2 >3.5%, HbA ~85% | HbA2 >3.5%, HbA undetectable, ↑hemolytic markers |
| Diagnosis | Gold standard: Hb electrophoresis + genetic testing | |
Management Goals
- Maintain Hgb 11–12 g/dL; support growth/puberty; ↓ineffective erythropoiesis; prevent iron overload
- Mainstay: regular blood transfusion ± hydroxyurea (adjunct)
- Transfuse if: Hgb <7 g/dL, poor growth, bone deformity, hepatosplenomegaly, QoL impact
- Pre-transfusion goal 9–10.5; Post-transfusion goal 11–12 g/dL
3. Macrocytic Anemia (MCV > 100)
Megaloblastic vs Non-megaloblasticMegaloblastic
→
B12 deficiency, Folate deficiency (hypersegmented neutrophils on smear)
Non-megaloblastic
→
Liver disease, Alcoholism, Hypothyroidism
🎯 Homocysteine ↑ in BOTH B12 & folate deficiency. MMA ↑ ONLY in B12 deficiency — use to differentiate!
Vitamin B12 Deficiency
Risk Factors
- ↓Ileal absorption: Crohn's disease
- ↓Intrinsic factor: pernicious anemia, post-gastrectomy/Roux-en-Y
- ↓Intake: alcoholism, vegan/strict vegetarian
- Drugs: H2 blockers/PPI (>12 mo), metformin (>4 mo)
Diagnosis
- >300 pg/mL normal; 200–300 borderline (check MMA); <200 deficient
- ↑MMA + ↑homocysteine; anti-intrinsic factor Ab if pernicious anemia suspected
Treatment
- Oral 1000 mcg/day (no neuro symptoms, normal absorption)
- IM 1000 mcg weekly → monthly (or daily/weekly if neuro symptoms)
Folate Deficiency
Risk Factors
- ↑Demand: pregnancy
- ↓Intake: poor greens intake
- ↓Absorption: celiac, IBD, bariatric surgery
- Drugs: methotrexate, trimethoprim, ethanol
Diagnosis
- Macrocytic anemia, hypersegmented neutrophils
- Normal B12, ↑homocysteine, normal MMA
⚠️ Always rule out B12 deficiency before treating with folate — folate can mask B12 neurologic damage.
Treatment
- Folic acid 1–5 mg/day × 1–4 months (indefinite if cause irreversible)
4. Normocytic Anemia & Aplastic Anemia
Reticulocyte-driven work-up↑ Reticulocyte
→
Acute blood loss, hemolytic anemia, SCA, thalassemia major
↓ Reticulocyte
→
Anemia of chronic disease, Aplastic anemia (parvovirus B19)
Aplastic Anemia All CBC lines low
- Etiology: idiopathic (MCC), viral (HIV, EBV/mono), drugs (chemo, chloramphenicol, anti-thyroid drugs)
- Clinical: mucosal bleeding, menorrhagia, petechiae, recurrent infection, fatigue, pallor
- Labs: peripheral pancytopenia, marrow hypoplasia/aplasia
- Gold standard: bone marrow aspiration & biopsy
Hemolysis Key Markers
- ↑LDH
- ↓Haptoglobin
- ↑Indirect (unconjugated) bilirubin
- Reticulocytosis
- Smear: spherocytes (hereditary spherocytosis / AIHA), Heinz bodies/bite cells (G6PD), + Coombs (autoimmune)
- Schistocytes → think MAHA: TTP, HUS, DIC, mechanical valve, severe HTN, HELLP
5. Hemolytic Anemia
Corpuscular vs Extra-corpuscularDefinition: Anemia from shortened RBC lifespan → normocytic, normochromic, with reticulocytosis.
Corpuscular (intrinsic)
- Membrane defect → Spherocytosis
- Hb defect → Sickle cell, Thalassemia
- Enzyme defect → G6PD
Extra-corpuscular (extrinsic)
- Autoimmune hemolytic anemia
① Spherocytosis
Differentiate hereditary vs autoimmune with history + Direct Coombs test:
| Direct Coombs | Diagnosis | Treatment |
|---|---|---|
| Negative | Hereditary spherocytosis | Genetic counseling, folic acid (moderate hemolysis), transfusion (severe), splenectomy (after age 6, transfusion-dependent recurrent hemolysis) |
| Positive — Cold (IgM): mycoplasma, infectious mononucleosis | Autoimmune hemolytic anemia (AIHA) | Avoid cold, Rituximab |
| Positive — Warm (IgG): CLL, SLE, methyldopa | Steroids |
- Mode of inheritance: Autosomal dominant
- Precipitated by infection, pregnancy
- Complications: cholelithiasis (bilirubin stones), splenomegaly
- Only disorder causing ↑MCHC
- Confirmatory: ↑osmotic fragility
② G6PD Deficiency
- Most common enzymatic disorder globally; X-linked recessive; protective against malaria
- Episodic hemolysis triggered by drugs, infection, fava beans
- Neonatal jaundice appearing on day 2 of life
- Smear: Heinz bodies, bite cells
- Confirm: spectrophotometric enzyme assay / fluorescent spot test
⚠️ Avoid oxidant triggers: antimalarials (primaquine), sulfonamides, nitrofurantoin, dapsone, fava beans
- Management: avoid triggers, IV hydration for acute hemolysis, folic acid 1 mg/day lifelong for chronic hemolysis, splenectomy in refractory cases
③ Sickle Cell Disease
- Glutamate→valine substitution in β-globin (HbS); autosomal recessive
- Diagnosis: sickling test (screen) → Hb electrophoresis (confirm): SCD = HbA absent, HbS >85%; Trait = HbA ~50%, HbS ~35%
- Precipitants: hypoxia, acidosis, dehydration, infection
🧠 Crises in SCD:
- Vaso-occlusive (pain): microvascular infarction
- Splenic sequestration: splenomegaly, rapid ↓Hgb — fatal in children
- Aplastic: parvovirus B19 → sudden ↓retic
- Liver sequestration: hepatomegaly, ↓BP, abdominal pain
- Hemolytic crisis: ↑hemolysis, ↑retic
Management
- Hydroxyurea — mainstay from 9 months of age; contraindicated in pregnancy/breastfeeding; monitor CBC/retic (myelosuppression, hair loss)
- Daily folic acid
- Acute exchange transfusion: acute chest syndrome, acute stroke, priapism unresponsive to conservative Rx
- Chronic exchange transfusion: recurrent stroke prevention, refractory chest syndrome, chronic pain unresponsive to hydroxyurea
- Infection prevention: prophylactic penicillin until ≥5 yrs; annual flu, pneumococcal (PCV+PPSV23), COVID-19, meningococcal vaccines
- Screening: annual urinalysis, transcranial Doppler until 16 yrs, retinal exam from age 10, echo in late childhood/early adulthood
| System | Complication |
|---|---|
| CNS | Stroke, retinal infarction |
| Cardiac | Acute coronary syndrome |
| Pulmonary | Acute chest syndrome (hypoxia+fever+chest pain+infiltrates), PE |
| Abdominal | Autosplenectomy (↑risk encapsulated organism infection), sequestration crisis |
| Renal | FSGS, papillary necrosis (more in trait), pigmented stones |
| Bone | Avascular necrosis (femoral head), osteomyelitis (Salmonella) |
| Pregnancy | Pyelonephritis, pulmonary infarction, IUGR |
6. Leukemia
ALL · AML · CLL · CML| Type | Age Group | Key Features | Smear/Labs |
|---|---|---|---|
| ALL | Children | ↑risk in Down syndrome; fever, fatigue, weight loss, bone pain, bleeding, hepatosplenomegaly, lymphadenopathy | Anemia, thrombocytopenia; WBC >30% lymphoblasts |
| AML | Adults | Most common acute leukemia in adults; fatigue, fever, bleeding, bruising | WBC >30% myeloblasts; Auer rods |
| CLL | Older adults | Often asymptomatic; fatigue/weight loss; hepatosplenomegaly, lymphadenopathy | Isolated lymphocytosis; smudge cells |
| CML | Adults | Often asymptomatic (70%); splenomegaly | Anemia, thrombocytosis; WBC >50,000, <10% blasts; Philadelphia chromosome (9;22), BCR-ABL |
7. Lymphoma
Hodgkin vs Non-HodgkinRisk Factors
- Family history; infections (HIV, EBV, HCV); autoimmune disease (SLE, RA, Sjögren's); chemo/radiation exposure; smoking; obesity
Clinical: painless lymphadenopathy ± B symptoms (weight loss, fever, night sweats)
| Hodgkin Lymphoma | Non-Hodgkin Lymphoma | |
|---|---|---|
| Age | Young/middle-aged adults | Older adults |
| Nodes | Painless, contiguous spread (cervical) | Painless, non-contiguous (supraclavicular) |
| Extra features | Fever, pruritus, weight loss | Large mediastinal mass, hepatosplenomegaly |
| Diagnosis | Reed-Sternberg cells on biopsy | Excisional lymph node biopsy |
| Prognosis | Favorable — 5yr survival ~85.7% | Variable by subtype |
8. Multiple Myeloma
CRABMalignant plasma cells → useless immunoglobulins (usually IgG, IgA). Most common cause of death: renal failure and infection. Typically older adults; back pain is the classic presentation.
🧠 CRAB: Calcium ↑ · Renal insufficiency · Anemia · Bone pain/lytic lesions
Diagnostic Findings
- Serum protein electrophoresis: M-spike (monoclonal antibody)
- Urine electrophoresis: Bence Jones proteins
- Smear: rouleaux formation
- X-ray: lytic bone lesions (skull, spine, long bones)
🎯 Also watch for: spinal cord compression, hypogammaglobulinemia (→sepsis), hyperviscosity syndrome.
9. Platelet Disorders
ITP · TTP · DIC · HUS| Condition | Thrombocytopenia | MAHA (Schistocytes) | Coagulation Profile | Renal Involvement | Neuro Symptoms | Typical Trigger |
|---|---|---|---|---|---|---|
| ITP | Yes | No | Normal | No | No | Viral infection |
| TTP | Yes | Yes | Normal | Sometimes | Yes | ADAMTS13 deficiency |
| DIC | Yes | Yes | Prolonged PT/PTT | Yes | Rare | Sepsis, trauma, malignancy |
| HUS | Yes | Yes | Normal | Yes | Rare | Shiga toxin-producing E. coli |
Immune Thrombocytopenic Purpura (ITP)
- Often follows viral infection; isolated thrombocytopenia, no schistocytes, normal PT/PTT
- Superficial bleeding: petechiae, ecchymosis, epistaxis, mucosal bleeding
- No splenomegaly — if present, reconsider diagnosis
✅ Treatment rule:
PLT >30,000 + no bleeding → no treatment.
PLT <30,000 or any bleeding → start steroids (first-line); IVIG is an alternative; refractory → splenectomy.
PLT >30,000 + no bleeding → no treatment.
PLT <30,000 or any bleeding → start steroids (first-line); IVIG is an alternative; refractory → splenectomy.
TTP
- ADAMTS13 severe deficiency → widespread microthrombosis
- Pentad: MAHA, thrombocytopenia, fever, neuro symptoms, renal impairment
- Adult females typically; triggers: pregnancy, HIV, SLE, scleroderma
- Normal coagulation profile (helps differentiate from DIC)
⚠️ Plasma exchange (plasmapheresis) = treatment of choice. Platelet transfusion contraindicated unless life-threatening bleed.
HUS
- Mostly children, following bloody diarrhea (E. coli O157:H7, 90% of cases)
- Triad: MAHA, thrombocytopenia, AKI
- Normal coagulation profile
⚠️ Supportive care (IV fluids, electrolytes); transfuse if severe anemia; avoid antibiotics & antidiarrheals (worsens toxin release).
10. Coagulopathies: Hemophilia & vWD
Bleeding disorders| Feature | Hemophilia A/B | Von Willebrand Disease |
|---|---|---|
| Inheritance | X-linked recessive | Autosomal dominant (most common inherited bleeding disorder) |
| Deficiency | Factor VIII (A) / Factor IX (B, "Christmas disease") | von Willebrand Factor |
| Bleeding pattern | Deep tissues — hemarthrosis, hematoma, hematuria | Superficial & mucosal — easy bruising, epistaxis, menorrhagia |
| PTT | Prolonged | Normal or slightly prolonged |
| PT / Platelets | Normal | Normal |
| Special test | Mixing study corrects PTT | ↑bleeding time; ↓vWF activity/antigen |
| Treatment | Factor VIII/IX concentrate | Desmopressin (DDAVP); vWF concentrate for severe/surgery |
11. Polycythemia Vera
JAK2 mutationChronic myeloproliferative neoplasm → elevated red cell mass, driven by JAK2 mutation.
Diagnosis (all 3 major, OR first 2 major + minor)
- Hgb >16.5 (men) / >16 (women), or Hct >49%/>48%, or RBC mass >25% above predicted
- Bone marrow: hypercellularity, trilineage growth (panmyelosis)
- JAK2 V617F or exon 12 mutation present
- Minor: serum erythropoietin below reference range
Clinical
- Fatigue, pruritus (classically aquagenic — after warm bath/shower), facial plethora, erythromelalgia, engorged retinal veins, thrombosis, gouty arthritis
Treatment
- Phlebotomy, hydroxyurea, aspirin
12. Venous Thromboembolism (PE & DVT)
Diagnosis & ManagementShared Risk Factors (PE/DVT)
- Prior DVT/PE, recent surgery (hip/pelvis/knee/brain/spine/abdomen within 4 wks), trauma to vessels
- Immobilization >3 days, long travel >4h in past month, obesity, smoking
- OCPs, active cancer, pregnancy, connective tissue disease (e.g., SLE)
Pulmonary Embolism (PE)
- Sudden dyspnea ± cough/hemoptysis, pleuritic chest pain, hypotension if severe
- Exam: S1Q3T3 on ECG, tachycardia, tachypnea, respiratory alkalosis, normal CXR
- True gold standard: pulmonary angiography (invasive) — but CTPA is the initial test of choice
| Hemodynamic Status | Approach |
|---|---|
| BP <90/50 (massive, unstable) | Thrombolytics (if no contraindication) → surgical thrombectomy if contraindicated |
| BP >110/70 (stable) | Use Well's score |
Well's Score for PE
- Prior DVT/PE +1.5
- HR >100 +1.5
- Recent immobility/surgery +1.5
- Clinical signs of DVT +3
- Alt diagnosis less likely than PE +3
- Hemoptysis +1
- Cancer +1
Work-up by probability
- High (Well's >2): go straight to CTPA — no D-dimer needed
- Low (Well's ≤2): D-dimer first → >500 do CTPA; ≤500 rules out PE
⚠️ Special populations — avoid Well's/D-dimer (false ↑) & CTPA (radiation/contrast):
- Pregnancy: lower-limb US for DVT → if +, treat as PE; if −, do V/Q scan
- CKD: avoid contrast CTPA → do V/Q scan
Deep Vein Thrombosis (DVT)
- Pain (calf/thigh), swelling, warmth, dilated superficial veins ± signs of PE
Modified Well's Criteria for DVT (1 point each unless noted)
- Previous DVT (within 6 mo)
- Active cancer
- Immobility (paralysis/casted limb)
- Bed rest >3 days or major surgery within 3 mo
- Pitting edema; swelling of entire leg; calf swelling >3cm; tenderness along deep veins; collateral non-varicose veins
- Alternative diagnosis more likely: −2 points
- Gold standard: venography (invasive)
- If anticoagulation contraindicated (e.g., active PUD/bleeding): IVC filter
Anticoagulation — PE & DVT
| Scenario | Duration / Agent |
|---|---|
| Provoked (identifiable cause) | 3–6 months. DOAC/NOAC ("-ban" drugs, no bridging/INR needed) OR LMWH bridge → warfarin (INR 2–3) |
| CKD | Unfractionated heparin (UFH) |
| Pregnancy / Active cancer | LMWH (continue up to 3 months postpartum in pregnancy) |
| Unprovoked — 1st episode | 3 months |
| Unprovoked — recurrent | Lifelong anticoagulation + thrombophilia work-up |
🎯 Use Warfarin instead of DOAC in: antiphospholipid antibody syndrome, moderate–severe mitral stenosis, prosthetic valve, severe renal impairment (CrCl <30 — apixaban may be exception down to CrCl 15).