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blood-bank/SOPs/Donor-Services/SOP-BB-001-Donor-Screening.md

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# Standard Operating Procedure: Blood Donor Screening
| Document ID | SOP-BB-001 |
|-------------|-------------|
| Title | Blood Donor Screening and Eligibility |
| Revision | 1.0 |
| Effective Date | [DATE] |
| Author | [AUTHOR] |
| Approved By | [APPROVER] |
| Department | Donor Services |
---
## 1. Purpose
To establish standardized procedures for screening potential blood donors to ensure donor safety and the safety of the blood supply in accordance with FDA, AABB, and state regulations.
## 2. Scope
This procedure applies to:
- Whole blood donations
- Apheresis donations (platelets, plasma, red cells)
- Autologous donations
- Directed donations
## 3. Responsibilities
### 3.1 Donor Registration Staff
- Verify donor identity
- Complete registration process
- Explain donor education materials
### 3.2 Donor Screening Personnel
- Conduct health history interview
- Perform mini-physical examination
- Determine donor eligibility
### 3.3 Medical Director
- Establish deferral criteria
- Review complex eligibility questions
- Authorize exceptions when appropriate
## 4. Definitions
| Term | Definition |
|------|------------|
| Allogeneic | Donation intended for another person |
| Autologous | Donation for one's own use |
| Deferral | Temporary or permanent exclusion from donation |
| DHQ | Donor History Questionnaire |
## 5. Equipment and Materials
- FDA-approved Donor History Questionnaire
- Blood pressure monitor (calibrated)
- Thermometer
- Hemoglobin/hematocrit testing device
- Venipuncture supplies for sample collection
- Donor education materials
- Deferral registry access
## 6. Procedure
### 6.1 Donor Registration
1. **Identity Verification**
- Require valid government-issued photo ID
- Verify name, date of birth
- Check against deferral registry
- Record donor identification number
2. **Educational Materials**
- Provide donor education materials
- Ensure donor has read and understood:
- Risk behaviors
- Signs/symptoms requiring self-deferral
- Post-donation instructions
- Document acknowledgment
### 6.2 Health History Interview
1. **Questionnaire Administration**
- Use current FDA-approved DHQ version
- Conduct in private setting
- Allow donor to self-complete or assist as needed
- Review all responses with donor
2. **Key Assessment Areas**
**General Health**
- [ ] Feeling healthy today
- [ ] Weight ≥110 lbs (50 kg)
- [ ] Age requirements met
- [ ] No recent illness/infection
**Medical History**
- [ ] Medications (prescription and OTC)
- [ ] Chronic conditions
- [ ] Recent surgeries/procedures
- [ ] Cancer history
- [ ] Heart/lung conditions
- [ ] Bleeding disorders
**Infectious Disease Risk**
- [ ] Fever in past 3 days
- [ ] Travel history (endemic areas)
- [ ] Vaccinations (recent)
- [ ] Tattoos/piercings (recent)
- [ ] Contact with infectious diseases
**Risk Behaviors**
- [ ] Sexual history per FDA guidance
- [ ] IV drug use
- [ ] Incarceration history
3. **Interview Documentation**
- Record date and time
- Interviewer signature
- Donor signature affirming truthfulness
### 6.3 Mini-Physical Examination
| Parameter | Acceptable Range | Action if Outside Range |
|-----------|------------------|------------------------|
| Temperature | ≤99.5°F (37.5°C) | Defer |
| Blood Pressure | Systolic 90-180 mmHg, Diastolic 50-100 mmHg | Defer if outside |
| Pulse | 50-100 bpm, regular | Defer if irregular or outside range |
| Hemoglobin | ≥12.5 g/dL (female), ≥13.0 g/dL (male) | Defer |
| Weight | ≥110 lbs | Defer |
| Arms | Free of lesions, track marks | Defer if concerning |
1. **Temperature**
- Measure oral temperature
- Wait 10 min if donor consumed hot/cold beverages
2. **Blood Pressure and Pulse**
- Donor seated 2-3 minutes before measurement
- Use appropriate cuff size
- Record all values
3. **Hemoglobin Testing**
- Perform fingerstick using approved device
- Follow manufacturer instructions
- Record result and device lot number
4. **Arm Inspection**
- Examine both arms
- Check for:
- Skin lesions or infections
- Track marks
- Suitable veins
### 6.4 Eligibility Determination
1. **Eligible to Donate**
- All criteria met
- No deferral conditions identified
- Document approval
- Proceed to collection
2. **Temporary Deferral**
- Document specific reason
- Calculate reinstatement date
- Provide deferral notice to donor
- Record in deferral registry
- Common reasons:
| Reason | Deferral Period |
|--------|-----------------|
| Low hemoglobin | 56 days minimum |
| Tattoo/piercing | Per state/facility policy |
| Recent vaccination | Varies by vaccine |
| Travel to endemic areas | Varies by location |
| Medication | Varies by drug |
3. **Permanent Deferral**
- Document reason
- Notify donor in writing
- Record in deferral registry
- Offer post-donation counseling if appropriate
### 6.5 Confidential Unit Exclusion
- Offer confidential opportunity to self-exclude
- Provide private means (ballot, sticker, phone call)
- Document without identifying donor choice
- Units designated for discard are processed but not used
## 7. Special Situations
### 7.1 Therapeutic Phlebotomy
- Prescription required
- Separate eligibility criteria may apply
- Label units appropriately
### 7.2 Autologous Donation
- Less stringent hemoglobin requirements
- Must meet basic safety criteria
- Physician order required
### 7.3 Directed Donation
- Same eligibility criteria as allogeneic
- Document relationship to recipient
## 8. Documentation
- FRM-BB-001 Donor Registration Form
- Donor History Questionnaire (completed)
- FRM-BB-002 Mini-Physical Results
- Deferral notification (if applicable)
- Consent for donation
## 9. Quality Control
| Activity | Frequency |
|----------|-----------|
| Hemoglobin device QC | Per manufacturer |
| BP monitor calibration | Annually |
| DHQ version check | Monthly |
| Staff competency | Annually |
## 10. References
- FDA Guidance for Industry: Blood Establishment Registration
- AABB Standards for Blood Banks and Transfusion Services
- 21 CFR Part 606 - Current Good Manufacturing Practice for Blood
- State regulations for blood collection
---
## Revision History
| Rev | Date | Description | Author |
|-----|------|-------------|--------|
| 1.0 | [DATE] | Initial release | [AUTHOR] |