Investigations

1st investigations to order

haemoglobin and haematocrit

Test
Result
Test

A low haemoglobin or haematocrit will establish the presence of anaemia. It is reasonable to use the lower limit of normal for the individual laboratory.[78]

Result

the World Health Organization defines anaemia as: haemoglobin <130 g/L (13 g/dL) in men aged ≥15 years; <120 g/L (12 g/dL) in non-pregnant women aged ≥15 years; and <110 g/L (11 g/dL) in pregnant women

platelet count

Test
Result
Test

Iron deficiency is associated with thrombocytosis and, if severe, may cause thrombocytopenia.[98]

Result

normal, elevated, or decreased

MCV

Test
Result
Test

This is routinely reported as part of the FBC and is calculated as haematocrit (%) × 10/red blood cell count (× 10⁶/microL). MCV <80 fL is considered microcytic.

Iron deficiency is still considered a potential cause of anaemia unless the MCV is >95 fL; this cutoff has a sensitivity of 97.6%.[99]

A low MCV is encountered in a number of different diseases and so is not specific for IDA.[100]

Result

<80 fL

MCH

Test
Result
Test

This is a measurement of the haemoglobin mass per cell and is calculated from findings on the FBC as Hb (g/dL) × 10/red blood cell count (× 10⁶/microL). A value less than 27.5 picograms/red cell is considered low.

Medium sensitivity and specificity.[101]

Result

low (<27.5 picograms/red cell)

MCHC

Test
Result
Test

This is a measurement of the haemoglobin concentration per cell corrected for the haematocrit and is calculated from findings on the FBC as haemoglobin (g/dL) × 100/haematocrit (%).

Medium sensitivity and specificity.[101]

Result

low (<295 g/L [<29.5 g/dL])

red cell distribution width

Test
Result
Test

The red cell distribution width (RDW) is the coefficient of variation in red cell volume. Increased RDW can be an early finding in IDA even before a change appears in the MCV.

An increased RDW has a sensitivity of 90% to 100% for IDA, but a specificity of only 50% to 70% in distinguishing it from thalassaemia.[4]

Result

>14.6%

peripheral blood smear

Test
Result
Test

The peripheral smear of IDA contains small, pale red cells with anisopoikilocytosis (variation in size and shape) and pencil cells.

Changes on the peripheral smear may be seen before changes in MCV. Sensitivity and specificity varies by experience.[Figure caption and citation for the preceding image starts]: Peripheral blood smear demonstrating some changes often seen with iron deficiency anaemia. Note that many of the red cells are microcytic (compare size of red cell with the lymphocyte nucleus) and hypochromic (wide central pallor). There are some pencil formsFrom personal collection of Dr Rebecca Fischer Connor; used with permission [Citation ends].com.bmj.content.model.Caption@7bf4f8fd

Result

microcytic, hypochromic pencil red cells

reticulocyte count

Test
Result
Test

Reticulocytes are the youngest population of red cells.

Reticulocyte count is low in IDA because the bone marrow does not have sufficient iron to produce red cells.

High sensitivity, low specificity.

Result

low

serum iron

Test
Result
Test

The serum iron level measures the amount of metal bound to transferrin for transport.

Values can vary greatly between laboratories, and values from the same individual performed at the same laboratory can vary as much 40% from day to day, partly because of diurnal variation.[4]

Result

decreased

total iron-binding capacity

Test
Result
Test

Total iron-binding capacity is an indirect measure of the amount of iron that transferrin will bind.

Values can vary greatly between laboratories and overlap between patients with and without iron deficiency.[4]

Result

increased

transferrin saturation

Test
Result
Test

Transferrin saturation = serum iron × 100/total iron-binding capacity (TIBC).

Values of transferrin saturation are more reliable between laboratories than are serum iron or TIBC alone, because sources of error cancel each other out.

Once the transferrin saturation falls below 16%, the decreased supply of iron limits red blood cell production.[4] Among non-pregnant women of childbearing age, serum transferrin saturation <16% has a sensitivity of 20% and a specificity of 93%.[8]

Result

<16%

serum ferritin

Test
Result
Test

This is an indirect yet quantitative and non-invasive measure of iron stores. Ferritin is an intracellular iron storage protein but small amounts are secreted into plasma.[4]

A serum ferritin <45 nanograms/mL has a sensitivity of 85% and a specificity of 92%, and a likelihood ratio of 11, for the diagnosis of IDA.[75][99]

A level between 45 and 100 nanograms/mL has a sensitivity of 9.4% and a specificity of 80% and a likelihood ratio of 0.5.

A level >100 nanograms/mL effectively rules out iron deficiency with a sensitivity of 5.5%, specificity of 29%, and likelihood ratio of 0.1.[99]

Result

low (<12 nanograms/mL is generally diagnostic of IDA, but thresholds vary between guidelines)

coeliac serology

Test
Result
Test

Coeliac serology is recommended at initial presentation to evaluate for coeliac disease.[78]

If coeliac serology is positive or coeliac disease is suspected, it should be confirmed with small-bowel biopsy.[78]

Result

if positive, coeliac disease is likely

urinalysis

Test
Result
Test

Urinalysis is done routinely in all patients to evaluate blood loss from the renal tract.

Renal tract malignancy is a recognised uncommon cause of IDA.[78]

Result

blood in the urine may indicate blood loss is from the renal tract

Helicobacter pylori testing

Test
Result
Test

Testing for H pylori infection should be carried out in all patients at initial presentation. A positive test (i.e., presence of IgG antibodies or faecal antigen associated with H pylori) should be confirmed with a urease breath test or endoscopy with biopsy.[79]

Result

if positive, H pylori is likely

Investigations to consider

haemoglobin electrophoresis

Test
Result
Test

Recommended in patients with hypochromic, microcytic anaemia if their ethnicity increases the risk of thalassaemia, to prevent unnecessary invasive gastrointestinal investigations.[78]

Result

may show thalassaemia; raised haemoglobin A2 level is a common beta-thalassaemia trait

urease breath test

Test
Result
Test

Rapid response diagnostic procedure used to identify Helicobactor pylori infection if initial H pylori testing (IgG antibodies or faecal antigen) is positive.

Result

if positive, suggestive of the presence of H pylori

autoimmune gastritis testing

Test
Result
Test

Performed if autoimmune gastritis is suspected. Patients with a positive test (i.e., presence of antiparietal cell or intrinsic factor antibodies, elevated gastrin) should be referred for endoscopic evaluation.[79]

Result

if positive, suggestive of an autoimmune aetiology of gastritis

upper gastrointestinal endoscopy (oesophagogastroduodenoscopy)

Test
Result
Test

Performed if the patient has any upper gastrointestinal (GI) symptoms. If the patient is asymptomatic, both upper and lower GI endoscopy are indicated.

All men (without history of obvious blood loss from an area other than the GI tract) and all women who are post-menopausal should be evaluated with upper and lower GI endoscopy.[78]

Result

may show a source of bleeding

small-bowel biopsy

Test
Result
Test

Small-bowel biopsy is advised during upper gastrointestinal endoscopy (if done), regardless of coeliac serology result.

Result

features of coeliac disease if present

lower gastrointestinal endoscopy (colonoscopy)

Test
Result
Test

Performed if the patient has any lower gastrointestinal (GI) symptoms. If the patient is asymptomatic, both upper and lower GI endoscopy are indicated.

All men (without history of obvious blood loss from an area other than the GI tract) and all women who are post-menopausal should be evaluated with upper and lower GI endoscopy.[78]

Result

may show a source of bleeding

CT colonography

Test
Result
Test

Can be done if colonoscopy is not available or suitable for the patient.[78]

Result

diverticulosis, ulcerative colitis, or neoplasm may be found

transferrin receptor-ferritin index

Test
Result
Test

This index has a very high sensitivity and specificity for IDA.[77]

Transferrin receptor-ferritin index can help diagnose IDA in patients with infection or chronic disease (e.g., cancer, autoimmune disorders).

Result

high ratio of transferrin receptor to log ferritin

bone marrow biopsy

Test
Result
Test

Haemosiderin in the bone marrow can be quantitated by assessing these golden-yellow refractile granules on an unstained bone marrow slide or by using Prussian blue staining. This staining is graded from 0 to 6+ by an experienced pathologist.[4]

Bone marrow biopsy is considered the most specific and sensitive test for IDA diagnosis but is not completely free of error.[4][12] It is usually reserved for patients with unclear serum studies in order to differentiate IDA from anaemia of chronic disease.

Result

absent iron stores

monitored trial of iron

Test
Result
Test

Daily oral iron supplements are given for 4 weeks, then FBC is repeated. Useful to distinguish between IDA and anaemia of chronic disease. May be helpful in children with suspected dietary iron deficiency.[102]

Result

rise in haemoglobin of 20 g/L (2 g/dL) (10 g/L [1 g/dL] in children) in 4 weeks with iron supplementation

faecal occult blood tests

Test
Result
Test

Faecal occult blood tests are generally not useful in evaluation of IDA.[78] If a patient has already been shown to have iron deficiency, a site for potential bleeding must be sought through endoscopy.

A faecal occult blood test may; however, be useful in frail patients to screen for gastrointestinal bleeding to avoid unnecessary invasive testing (e.g., endoscopy).[81]

Result

may be positive

Emerging tests

urinary hepcidin

Test
Result
Test

Initial studies suggest that urinary hepcidin is able to differentiate between IDA and anaemia of chronic disease.[103] Serum hepcidin does not correlate with disease state.

The usefulness of urinary hepcidin continues to be evaluated.[82][74]

Result

low

percentage of hypochromic erythrocytes

Test
Result
Test

This could be calculated manually but would be very time-intensive. It can also be calculated in selected haematology analysers, which are not widely available. As with decreased MCV, this is a late finding in IDA.[100]

Result

increased percentage of hypochromic erythrocytes (>5%)

reticulocyte haemoglobin content

Test
Result
Test

Reticulocyte haemoglobin content shows the amount of available iron for erythropoiesis in the previous 3 to 4 days, and is an early indicator of iron status.[104]

Reticulocyte haemoglobin content decreases within the first few days of IDA.

This appears to have a high sensitivity and questionable specificity but is not widely available.[100] Patients with other causes of high MCV or thalassaemia may have false-normal values.

Result

low (<28 picograms)

erythrocyte protoporphyrin

Test
Result
Test

Erythrocyte protoporphyrin is the immediate precursor of haemoglobin and its levels increase when there is insufficient iron available for haemoglobin production.[8] Zinc protoporphyrin is a product of abnormal haem synthesis. An elevated level is found in patients with IDA and in patients with anaemia of chronic disease.[105]

Results can be falsely elevated with lead toxicity or high bilirubin.[100] In children and adolescents aged 6 months to 17 years, this has an estimated sensitivity of 42% and specificity of 61%.[8]

Result

>80 mmol/mol

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