Family Medicine Board Review · Chapter 9

HEMATOLOGY — HIGH YIELD

Exam-oriented summary · Anemia · Hemolysis · Leukemia · Lymphoma · Myeloma · Platelets · Coagulopathy · VTE

🩸 1. Anemia Overview 🔵 2. Microcytic Anemia 🟣 3. Macrocytic Anemia ⚪ 4. Normocytic / Aplastic 🟢 5. Hemolytic Anemia 🟪 6. Leukemia 🟧 7. Lymphoma 🩷 8. Multiple Myeloma 🔴 9. Platelet Disorders 🟩 10. Hemophilia & vWD 🔷 11. Polycythemia Vera 🔷 12. VTE (PE/DVT)

1. Anemia — Overview

Foundation

CBC Quick Rules

  • ↓Hgb = Anemia | ↑Hgb = Polycythemia
  • ↓WBC = Leukopenia | ↑WBC = Leukocytosis
  • ↓Platelet = Thrombocytopenia | ↑Platelet = Thrombocytosis

Severity (Hgb)

GradeHgb (g/dL)
Mild10 – normal
Moderate7 – 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 IllustrationFindingDiagnosis
Sickle cellsSickle cell anemia
Target cellsThalassemia
Spherocytes no central pallor, small & dense Hereditary spherocytosis (only cause of ↑MCHC) / Autoimmune hemolytic anemia (+Coombs)
Heinz bodies / bite cellsG6PD deficiency
Basophilic stipplingLead 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)

HbAHbA2HbF
Normal adult95–98%2–3.5%<1%
β-Thalassemia minor85–95%>3.5% (key)<5%
β-Thalassemia majorAbsent/very lowNormal/slight ↑>90%

2. Microcytic Anemia (MCV < 80)

IDA · ACD · Sideroblastic · Thalassemia

① 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

IDAACD
MCVLowNormal then low
Serum ironLowLow
FerritinLowNormal / High
TIBCHighLow
Transferrin sat.LowNormal
TreatmentIron replacementTreat 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 / TraitThalassemia Major
MCVMicrocytic hypochromic (<80)Normocytic (80–100)
SymptomsAsymptomaticJaundice, dark urine, pale stool, frontal bossing, maxillary hypertrophy, depressed nasal bridge, hepatosplenomegaly
LabsHbA2 >3.5%, HbA ~85%HbA2 >3.5%, HbA undetectable, ↑hemolytic markers
DiagnosisGold 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-megaloblastic
Megaloblastic
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-corpuscular

Definition: 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 CoombsDiagnosisTreatment
NegativeHereditary spherocytosisGenetic counseling, folic acid (moderate hemolysis), transfusion (severe), splenectomy (after age 6, transfusion-dependent recurrent hemolysis)
Positive — Cold (IgM): mycoplasma, infectious mononucleosisAutoimmune hemolytic anemia (AIHA)Avoid cold, Rituximab
Positive — Warm (IgG): CLL, SLE, methyldopaSteroids
  • 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
SystemComplication
CNSStroke, retinal infarction
CardiacAcute coronary syndrome
PulmonaryAcute chest syndrome (hypoxia+fever+chest pain+infiltrates), PE
AbdominalAutosplenectomy (↑risk encapsulated organism infection), sequestration crisis
RenalFSGS, papillary necrosis (more in trait), pigmented stones
BoneAvascular necrosis (femoral head), osteomyelitis (Salmonella)
PregnancyPyelonephritis, pulmonary infarction, IUGR

6. Leukemia

ALL · AML · CLL · CML
TypeAge GroupKey FeaturesSmear/Labs
ALLChildren↑risk in Down syndrome; fever, fatigue, weight loss, bone pain, bleeding, hepatosplenomegaly, lymphadenopathyAnemia, thrombocytopenia; WBC >30% lymphoblasts
AMLAdultsMost common acute leukemia in adults; fatigue, fever, bleeding, bruisingWBC >30% myeloblasts; Auer rods
CLLOlder adultsOften asymptomatic; fatigue/weight loss; hepatosplenomegaly, lymphadenopathyIsolated lymphocytosis; smudge cells
CMLAdultsOften asymptomatic (70%); splenomegalyAnemia, thrombocytosis; WBC >50,000, <10% blasts; Philadelphia chromosome (9;22), BCR-ABL

7. Lymphoma

Hodgkin vs Non-Hodgkin

Risk 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 LymphomaNon-Hodgkin Lymphoma
AgeYoung/middle-aged adultsOlder adults
NodesPainless, contiguous spread (cervical)Painless, non-contiguous (supraclavicular)
Extra featuresFever, pruritus, weight lossLarge mediastinal mass, hepatosplenomegaly
DiagnosisReed-Sternberg cells on biopsyExcisional lymph node biopsy
PrognosisFavorable — 5yr survival ~85.7%Variable by subtype

8. Multiple Myeloma

CRAB

Malignant 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
ConditionThrombocytopeniaMAHA (Schistocytes)Coagulation ProfileRenal InvolvementNeuro SymptomsTypical Trigger
ITPYesNoNormalNoNoViral infection
TTPYesYesNormalSometimesYesADAMTS13 deficiency
DICYesYesProlonged PT/PTTYesRareSepsis, trauma, malignancy
HUSYesYesNormalYesRareShiga 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.

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
FeatureHemophilia A/BVon Willebrand Disease
InheritanceX-linked recessiveAutosomal dominant (most common inherited bleeding disorder)
DeficiencyFactor VIII (A) / Factor IX (B, "Christmas disease")von Willebrand Factor
Bleeding patternDeep tissues — hemarthrosis, hematoma, hematuriaSuperficial & mucosal — easy bruising, epistaxis, menorrhagia
PTTProlongedNormal or slightly prolonged
PT / PlateletsNormalNormal
Special testMixing study corrects PTT↑bleeding time; ↓vWF activity/antigen
TreatmentFactor VIII/IX concentrateDesmopressin (DDAVP); vWF concentrate for severe/surgery

11. Polycythemia Vera

JAK2 mutation

Chronic 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 & Management

Shared 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 StatusApproach
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
<2 low · 2–6 intermediate · >6 high

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
Score ≥2 → duplex ultrasound  |  Score <2 → D-dimer (>500→US, ≤500→not DVT)
  • Gold standard: venography (invasive)
  • If anticoagulation contraindicated (e.g., active PUD/bleeding): IVC filter

Anticoagulation — PE & DVT

ScenarioDuration / Agent
Provoked (identifiable cause)3–6 months. DOAC/NOAC ("-ban" drugs, no bridging/INR needed) OR LMWH bridge → warfarin (INR 2–3)
CKDUnfractionated heparin (UFH)
Pregnancy / Active cancerLMWH (continue up to 3 months postpartum in pregnancy)
Unprovoked — 1st episode3 months
Unprovoked — recurrentLifelong 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).