ORIENTATION AND

WORKSHOP ON DONOR
RECRUITMENT, SELECTION
AND BLOOD SERVICE
FACILITY NETWORKING
AND DOCUMENTION

NOVEMBER 16-18,2022
3-DAY LIVE OUT
Venue: Villa Caceres Hotel, Magsaysay Avenue,
Naga City
 Republic of the Philippines
Department of Health
B I CO L ME DI CA L CE NT E R
PROGRAM FLOW – Orientation & Workshop on Donor Recruitment, Selection and
Blood Service Facility Networking and Documentation
November 16 – 18, 2022
Day 1 – November 16, 2022
8:00 – 9:00 AM Registration Slides Secretariat
9:00 AM Opening Program
Prayer
Pambansang Awit
Opening Remarks
Message Introduction to the course
Pre-Test Examination
9:30 – 10:00 AM Introduction of Participants
10:00 – 11:00 AM Towards 100% Voluntary Blood Donation Mr. Mario Cecilio Chavez
11:00 – 12:00 AM Donor 1.8 Why Voluntary Non-remunerated Blood Donation Mr. Mario Cecilio Chavez
12:00 – 1:00 PM PHLN VIDEO Presentation and Announcement of Activities Ms. Maria Luisa Camposano
LUNCH
1:00 – 1:30 PM Updates on Regional Blood Program Implementation Mr. Samuel David Banico
1:300 – 2:00 PM COI Requirements Mr. Samuel David Banico
2:00 – 3:30 PM BSI / BM Reports and Workshop Dr. Raymundo Ibarrientos/
Mr. Samuel David Banico
Working Snack
3:00 – 4:00 PM Donor 2.1 Estimating Blood Needs Dr. Raymundo Ibarrientos
4:00 – 4:30 PM Donor 2.4 Building Quality into a Blood Donor Program Mr. Joemy Carpo
4:30 – 5:00 PM Donor 3.1 Factors Affecting Blood Donation Motivation Dr. Diana Sarah Donacao
Day 2 – November 17, 2022
08:00am – 08:30AM Recapitulation
08:30am – 09:00AM Donor 5.2 Pre-donation Counselling and Donor Selection Dr. Diana Sarah Donacao
09:00am – 09:30AM Donor 5.4 Organizing a Blood Donation Session Mr. Mario Cecilio Chavez
Working Break
09:30 – 10:00AM Donor 5.1 Providing Quality Donor Care During Blood Donation Mr. Joemy Carpo
10:00 – 10:30AM Donor 4.6 Retaining Safe Voluntary Blood Donor Ms. Lea Arevalo
10:30 – 12Nn Blood Station Assessment Tool Ms. Angelica G. Dado/
Ms. Donna F. Garcia
12nn – 01:00PM LUNCH BREAK
01:00 – 01:45PM Clinical Laboratory Checklist of Floor Plan and Physical Plant Engr. Alvin Barce/
Requirements Engr. Christopher Madara
01:45 – 02:15PM Philippine Standards on the Retention Period of Documents, Mr. Jesus Giovanni Dilanco
Records, Slides Specimen in Clinical Laboratories
02:15 – 02:45PM Donor 2.5 Managing Records for a Blood Donor Program Ms. Lea Arevalo
Working Snack
02:45 – 04:00PM Donor History Questionnaire User’s Guide Workshop Dr. Raymundo Ibarrientos/
Ms. Lea Arevalo / Joemy Carpo
4:00 – 4:30 PM Donor 5.6 Managing Adverse Donor Reaction Mr. Joemy Carpo

Day 3 – November 18, 2022

08:00 – 08:30AM Recapitulation
08:30 – 09:15AM Hospital Blood Transfusion Committee Dr. Diana Sarah Donacao
Transfusion Practices and Rational Blood Use Dr. Raymundo Ibarrientos
9:15 – 10:30AM Adverse Reaction and Transfusion Rxn Investigation
Working Snack
10:30 – 11:00 AM Cold Chain Management and Blood network Releasing Process Mr. Jose Miguel P. Bergonio
11:00 – 12Nn Blood Service Network Concerns and Issues Mr. Mario Cecilio Chavez
Post-Test/Evaluation
LUNCH BREAK
COURSE CONCLUSION AND CERTIFICATE DISTRIBUTION
Dr. Diana Sarah B. Donacao - Moderator
 13/11/2022

TOWARDS
100%
VOLUNTARY
BLOOD
DONATION
A FRAMEWORK FOR ACTION

TOWARDS 100%VOLUNTARY BLOOD DONATION

 A global framework for action to
achieve 100% voluntary blood
donation

 By the WHO and IFRC

 Designed to provide guidance and

support to countries seeking to
establish effective voluntary blood
donor programs, the phase out of
family/replacement blood
donation and eliminate paid
donation.

VISION

100% voluntary non-remunerated

blood donation in every country of
the world

voluntary blood donors are the

foundation of a safe, sustainable
blood supply.

1
 13/11/2022

MISSION

▪ To promote and support the

establishment of effective voluntary
blood donor programs in the broader
context of health and community
in order to improve access to safe and
sufficient blood supplies

GOALS OF THEGLOBAL FRAMEWORK OF ACTION

▪ Goal 1 Create an enabling environment for 100%

voluntary non-remunerated blood donation

▪ Goal 2 Foster a culture of voluntary blood donation

▪ Goal 3 Build and maintain a safe, sustainable
voluntary donor base.

▪ Goal 4 Provide quality donor service and care

Goal 1: Create an enabling

environment for 100% voluntary
non-remunerated blood donation
Strategy : Advocate for 100% voluntary non-
remunerated blood donation in

-Communities

-Schools

-Offices

2
 13/11/2022

Promotion of Voluntary Blood Donation in LGUs

 Talk to the Local Chief Executives

of Cities/Municipalities/Provinces

- Explain the blood requirements of the

community.

- Tell them the flight of indigent patients

who are having difficulty securing
blood in hospital.

- Ask them to support the Blood

Program by conducting advocacy &
mass blood donation campaigns

Promotion of Voluntary Blood Donation in LGUs

Lobby for the support of the

Legislative body of the LGU

-Gain the support of a “Champion” in

the LGU

-Ask for the passing of legislations in

support of the blood donation program

Promotion of Voluntary Blood Donation in LGUs

 Partner with DOH Personnel in the LGU

-Ask the support of the Development Management Officer of

the DOH.
-Tap the NDP/HRH personnel in every LGU

3
 13/11/2022

Promotion of Voluntary Blood Donation

in Schools & Offices

- The Donor Recruitment Officer must regularly visit the

universities, colleges & seminaries in the area as well as the
different private and government offices in the area and build
linkages with them.

- Conduct advocacy campaigns in these areas.

Promotion of Voluntary Blood

Donation in Schools &
Offices
- Conduct regular mass blood donation campaigns in schools and
offices during regular intervals so that the populace will get
used to the activity and hence be not afraid to donate blood

Goal 1: Create an enabling environment

for 100% voluntary non-
remunerated blood donation
Strategy : Strengthen collaboration, partnerships
and networks

- Identify all potential stakeholders working at community

and explore opportunities for collaboration and
partnership

4
 13/11/2022

Strengthen collaboration,
partnerships and networks

 Partner with Government Agencies

-Enter into agreements with government

agencies who have a stake on the
people

-Make them be a part of the program

Preview of 4Ps project

Initial dialogue with 4Ps

coordinators & EVRMC
Management last Feb 2019

-Highlighted the 4Ps program to

the Hospital Management

-Informed the DSWD of the

number of 4Ps patients who
needed blood transfusions and
have availed of blood in the
hospital

Training of Link Officers

- Conducted a 3-day training for 2 batches of Regional, Provincial,
City and Municipal Link Officers.

- Basic information on voluntary blood donation, HIV prevention,

healthy lifestyle and nutrition were some of the topics discussed.

- At the end of the training, the Link officers submitted their plans for
the implementation of the program

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 13/11/2022

Goal 2: Foster a Culture of

Voluntary Blood Donation
Strategy : Build partnerships with the media
Engage journalists in keeping voluntary blood donation in the public
eye
by:
- Supplying regular reports on blood needs and current blood
stocks
- Requesting special coverage to support specific campaigns or
appeals, particularly in time of blood shortages

Goal 3: Build & maintain a safe,

sustainable donor base
Strategy : Mobilize youth as a new generation of voluntary blood
donors
- Encourage motivated individuals to volunteer as student
representatives to promote and organize blood donor
sessions at their universities or colleges.

Goal 3: Build & maintain a safe,

sustainable donor base
Strategy :Recognize blood donors’ contribution to society

- Provide small tokens of recognition for donors, such

as pens, badges, pins, caps and key rings that have no
monetary value, but that acknowledge their important role as
life-savers.

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 13/11/2022

Goal 4: Provide quality donor service and care

Strategy :Reach out to donors through mobile
donor sessions

- Organize mobile donor sessions in

collaboration with local partners, including
schools, universities, public and private sector
employers, community organizations, public
and commercial settings such as sports
centers, places of worship and shopping malls

THANK YOU

7
13/11/2022

8
Why Voluntary
Non-Remunerated
Blood Donation?
DONOR 1.8

Core topics
 Types of blood donor
 Sufficiency of blood supply
 Safety of blood and blood products

2 of 19 DONOR 1.8

Types of blood donor

 Voluntary non-remunerated donors
 Family/replacement donors
 Paid or commercial donors

3 of 19 DONOR 1.8
Voluntary non-remunerated blood donors
 Understand the importance of blood donation
 Are not under pressure from hospital staff, family
members or the community to donate blood
 Donate blood, plasma or cellular components of
their own free will for altruistic reasons
 Receive no payment for their donation, either in
the form of cash or in kind which could be
considered a substitute for money

4 of 19 DONOR 1.8

Voluntary non-remunerated blood donors

 Receive no reward or incentive except personal
satisfaction and self-esteem
 Have no reasons to withhold information about
why they may be unsuitable to donate blood
 Have lower prevalence of TTIs than family/
replacement and paid donors
 Entrust their blood donations to be used as
needed, rather than for specific patients
 More likely to donate on a regular basis
5 of 19 DONOR 1.8

Regular voluntary blood donors

 Are committed to donating blood at regular intervals
 Have the lowest prevalence of transfusion-
transmissible infections
 Are well-informed about donor selection criteria and
procedures, leading to
 Increase in self-deferrals, when appropriate
 Reduced need for temporary or permanent deferrals
 Reduced number of discarded seropositive donations
 Are effective donor educators and recruiters

6 of 19 DONOR 1.8
Family/replacement blood donors
 Donate blood in response to specific request by
health-care personnel, family members or
community: e.g. requirement by hospital for a
certain number of donors before patient surgery
 May be coerced or under psychological pressure
to donate blood
 May pay others to donate blood in their place –
a hidden system of paid donation

7 of 19 DONOR 1.8

Family/replacement blood donors

 Unlikely to be willing to reveal any reasons why
they may not be suitable to donate blood
 Higher prevalence of transfusion-transmissible
infection than voluntary donors
 Requirement for patient's family to provide donors
 Puts pressure on patients who are already under strain
because of their illness
 Puts pressure on clinicians to transfuse blood to
patients, even if ultimately not necessary

8 of 19 DONOR 1.8

Family/replacement blood donors

 May not be available for some patients,
particularly those from distant communities
 Do not replace blood given to patient in type or
quantity
 Do not donate blood regularly, unless required to
do so
 Do not provide sufficient blood to meet the
country's needs
 Cannot provide a sustainable blood supply
9 of 19 DONOR 1.8
Family/replacement blood donors
 Recognize the importance of blood donation when
blood is required for a loved one
 May be willing to become voluntary blood donors
in the future

10 of 19 DONOR 1.8

Paid or commercial blood "donors"

 Give blood in return for money or other forms of
payment
 Are motivated by payment rather than a desire to
help save lives
 May lead lifestyles that expose them to the risk of
transfusion-transmissible infections
 Highly likely to withhold information on why they
may be unsuitable to donate blood in order to
protect "income" from donation
11 of 19 DONOR 1.8

Paid or commercial blood "donors"

 Highest prevalence of transfusion-transmissible
infections compared with other types of donors
 May be in poor health
 Poor nutritional status resulting from low income
 Frequent donations
 Vulnerable to exploitation and commercialization
of the human body

12 of 19 DONOR 1.8
Safe, sustainable blood supply

 A blood donor programme based on regular,

voluntary non-remunerated blood donation is
the foundation of:
 Adequate, sustainable blood supply, sufficient to
meet needs of all patients requiring transfusion
 Safe blood supply

13 of 19 DONOR 1.8

Blood availability
Voluntary blood donor programme
 Blood collection can be planned to meet blood
requirements: units, blood groups, components

 Constant, reliable supply of safe blood available

to meet nation's needs
 24 hours/day and throughout the year
 In every clinical setting practising transfusion

14 of 19 DONOR 1.8

Blood safety
 Voluntary blood donors, particularly regular blood
donors, have the lowest prevalence of TTIs
 Systems based on family/replacement and paid
donors rely on screening for blood safety but
screening alone is insufficient to prevent the
transmission of infection
 "Window" period infections
 Poor quality test kits and reagents
 Interruptions to supply of test kits and reagents
 Errors in laboratory screening of donated blood
15 of 19 DONOR 1.8
Donors, incentives and benefits
 Use of incentives and benefits in donor motivation
strategies varies between countries
 Recognition and appreciation are the most
important motivating factors for voluntary donors
 Incentives that do not compromise the safety of
the blood supply
 Small tokens of recognition: e.g. badges, pins, awards
 Reasonable time off work to donate blood
 Promotional items: e.g. pens, T-shirts, caps, bags

16 of 19 DONOR 1.8

Donors, incentives and benefits

 Benefits that satisfy basic needs, can be sold or
are equivalent to cash may
 Constitute a form of paid donation
 Be the main factor in decisions to donate blood
 Motivate unsafe donors to give blood
 Undermine the voluntary blood donor prgramme
 The use of incentives or benefits should never
 Be conditional on an individual actually donating blood
 Compromise the health of the donor
 Compromise the safety of the blood supply

17 of 19 DONOR 1.8

Key points
 Regular voluntary non-remunerated blood donors
are the foundation of a safe, adequate and
sustainable blood supply
 Systems based on family/replacement and paid
blood donation are unable to provide a safe and
sufficient blood supply
 Blood safety may be compromised by the use of
incentives and benefits that influence individuals'
decisions to donate blood

18 of 19 DONOR 1.8
Learning outcomes

You should now be able to:

 Explain the importance of voluntary non-
remunerated blood donation for a safe and
sufficient blood supply
 Identify the disadvantages of family/replacement
and paid donation
 Suggest why certain kinds of incentive may
jeopardize the safety of the blood supply

19 of 19 DONOR 1.8
 BLOOD MONITORING FORMS

INSTRUCTIONS MANUAL – revised 2005

For Quality Data Management in

Blood Service Facilities of the
National Voluntary Blood Services Program

TECHNICAL COMMITTEE
NATIONAL VOLUNTARY BLOOD SERVICES PROGRAM
DEPARTMENT OF HEALTH
December 2000

1
 BLOOD MONITORING FORMS
For Quality Data Management in
Blood Service Facilities of the
National Voluntary Blood Services Program

These Blood Monitoring Forms have been designed to standardize the reporting and collation of
data from all Blood Service Facilities under the National Voluntary Blood Services Program. The
information obtained will be used in developing strategies for quality assurance and indicators to
assess and further strengthen program implementation.

The purpose and usefulness of each form are explained. Likewise, detailed instructions for
completing the forms, definition of terms and formulas are provided. Please contact the Chairperson of
NVBSP Technical Committee, Philippine Childrens Medical Center Pediatric Blood Bank at Tel. No.
(02) 9260367 for further assistance in completing the forms. If you have comments and suggestions to
make the forms more “user friendly”, please feel free to bring them to the attention of the Technical
Committee.

The Forms should be completed by each Blood Service Facility and approved by the Blood Bank
Head. Submit a copy to the following at the end of each quarter:

1. Director IV
National Center for Health Facility Development, and
Program Manager, National Voluntary Blood Services Program
Department of Health, Sta. Cruz, Manila

2. Regional Blood Coordinator

Center for Health Development for (Region)

TECHNICAL COMMITTEE
NATIONAL VOLUNTARY BLOOD SERVICES PROGRAM
DEPARTMENT OF HEALTH
December 2000

2
FORM NO : BM-01
TITLE : DONOR RECRUITMENT REPORT

PURPOSE :
To collect information on the frequency and reasons for the deferral of blood
donors.
USEFULNESS: To identify weak areas in recruitment and advocacy campaign and therefore
focus on other strategies for improvement.

INSTRUCTIONS:
1. Form BM-01 A - For Donors without Pre-donation Testing
Form BM-01 B - For Donors with Pre-donation Testing for Transfusion Transmitted Infections
2. The total no. of donors recruited is the sum of voluntary and replacement donors.
3. "Deferred by history and P.E." includes the number of donors who are temporary and permanently
deferred because of any of the following:
a. conditions elicited from interview of medical history that disqualify prospective donors
b. high-risk activities for Sexually Transmitted Infections (STIs)
c. abnormal physical examination findings

The percentage (%) is determined by dividing the total number of donors deferred by History and
P.E. by the total no. recruited multiplied by 100.

Example: No. of donors deferred by History and P.E. = 6

Total no. of donors recruited for the month = 105
% of donors deferred by History and P.E. = 6 x 100 = 5.7 %
105
4. "Deferred by laboratory testing" includes the number of donors deferred because of
a) abnormal hemoglobin
b) reactive results in any one of the transfusion transmitted diseases/infections (TTD).

The % is determined by dividing the no. of donors deferred by laboratory testing (i.e.,
Hemoglobin or TTD) by the total no. of donors recruited multiplied by 100.

Example: No. of donors deferred by abnormal Hgb = 8

Total no. of donors recruited = 105
% of donors deferred by abnormal Hgb = 8 x 100 = 7.6 %
105
5. "Other reasons" include the number of prospective donors who have no reasons for deferral but
were unable to donate because of unsuccessful phlebotomy, refusal, did not come back, anxiety
reaction, etc... List these reasons according to the frequency of occurrence in the space provided.
The % is determined by dividing the no. of donors deferred due to "other reasons" by the total
no. of donors recruited multiplied by 100. (Refer to above example)

6. "Accepted donors" include the no. of donors who have no reasons for deferral by history, P.E. and
laboratory testing and were bled successfully. Their blood unit is included in the blood inventory.
Autologous and directed donors are also included in this category.
The % is determined by dividing the no. of accepted donors by the total no. recruited
multiplied by 100. (Refer to above example)

7. The percentages determined from nos. 3, 4, 5 and 6 should have a total of 100 %.

3
FORM NO. : BM-02
TITLE : CLASSIFICATION OF ACCEPTED DONORS

PURPOSE : To collect information on the overall profile of the donors per month.
USEFULNESS: To provide a general outlook of the overall implementation of the program in
terms of donor retention (repeat donors) and the advocacy campaign of the
Blood Service Facility.

INSTRUCTIONS:
1. Write the month of interest under the column "month".
2. The total number of accepted donors is the sum of the following categories:
a. new volunteer donors
b. repeat volunteer donors
c. new replacement donors
d. repeat replacement donors
e. new patient-directed donors
f. repeat patient-directed donors
3. Write the total number of donors for each category for the month of interest.

Definitions:
New Volunteer Donor - First time donor without evidence of previous donation
Repeat Volunteer Donor - Repeat donor with evidence of previous donation
New Replacement Donor - First time replacement donor in any hospital
Repeat Replacement Donor - Repeat replacement donor in the same hospital
New patient-directed donors – First time patient-directed donor in any BSF
Repeat patient-directed donors – Repeat patient-directed donor in the same BSF

 VOLUNTARY NON-REMUNERATED BLOOD DONOR – A donor who gives blood freely

and voluntarily without receiving money or any other form of payment.

Voluntary non-remunerated blood donors give blood of their own free will and receive no
money or other payment that could be considered a substitute for money. Their primary
motivation is to help unknown recipients and not to obtain any personal benefits.
The principal reasons for promoting regular voluntary non-remunerated blood donation are
as follows:
1. Voluntary non-remunerated donors have a lower incidence and prevalence of
transfusion-transmissible infections than family/replacement donors or paid donors.
They have no financial incentive to conceal information (such as high-risk sexual
behavior or a history of injecting drugs) that may have exposed them to an infection that
can be transmitted by transfusion.
2. Voluntary non-remunerated donors are more likely to be willing to donate blood
regularly, which is important in maintaining safe and adequate supplies of blood.
3. The lowest incidence and prevalence of transfusion-transmissible infections is generally
found among regular voluntary non-remunerated donors rather than first-time or
occasional donors.
4. Regular donors are not financially motivated to donate too frequently and so are not
placed at risk of anemia through the depletion of their iron stores.
5. Regular donors are also more likely to respond to an appeal for blood donors during an
emergency because they have already expressed a commitment to voluntary blood
donation.
4
 FAMILY OR REPLACEMENT BLOOD DONOR – A donor who gives blood when it is
required by a member of the patient’s family or community. This may involve a hidden
paid donation system in which the donor is paid by the patient’s family.
In the absence of a well-organized national voluntary blood donation programme, many
countries rely heavily on the family or friends of patients to act as replacement donors: that
is, to give blood to replace the blood stocks used for those patients. However, research
findings from a number of countries indicate that blood from family or replacement donors
is found to be unsuitable more often than blood from voluntary non-remunerated donors
and that it therefore presents a potentially greater risk to the safety of blood supply.
A reliance on family or replacement blood donors has the following disadvantages.
1. Members of the patient’s family are under pressure to donate blood and may conceal
potentially important information about their health status, particularly the risk of
transmitting an infectious disease.
2. Relatives who cannot find suitable or willing donors within the family may seek
replacement donors who are prepared to give their blood for payment. Donors who
are paid by the patient’s family are less likely to reveal any reasons why they may be
unsuitable as donors.
3. There may be pressure to transfuse the blood that has been provided by replacement
donors, even if the transfusion is eventually clinically unnecessary, because the family
may feel that their blood should be used only for their relative.
4. In a replacement system of blood donation, the blood given to patients will not
necessarily be replaced in type or quantity. As a result, the blood needs of the
community may not be met adequately.

Where family/replacement donors are used, it is essential that the following donor
selection and screening procedures are maintained.
1. All donors should be screened prior to donation to ensure that they meet national
criteria for low-risk donors.
2. Donors should be informed that their blood will be used to replace the stock in the
blood bank and will not necessarily be given to their relative or any other named
patient.
3. The selection and screening of donors should be under the control of blood
transfusion service staff who are familiar with the correct procedures.

 PROFESSIONAL OR PAID BLOOD DONOR. A donor who gives blood for money or
other form of payment.

Professional or paid blood donors receive money or other rewards (which can be
exchanged for money) for the blood that they donate. They are usually motivated by
what they will receive for their blood rather than by a wish to help others. They often give
blood regularly and may even have a contract with a blood bank to supply for an agreed
fee. Alternatively, they may sell their blood to more than one blood bank or approach
patient’s families and try to sell their services as replacement donors.
Paid donors present a major risk to the safety of the blood supply for the following
reasons:
1. Paying donors to give blood undermines the voluntary non-remunerated system of
blood donation which is the foundation of a safe blood supply.

5
 2. The highest incidence and prevalence of transfusion-transmissible infections are
generally found among commercial or paid donors.
3. They are often undernourished, in poor health and may donate their blood more
frequently than is recommended. This may have harmful effects on their own health
as well as presenting a risk to the recipients of their blood or providing little or no
benefit.
4. If donors are paid, it is usually necessary to charge their patients for the blood they
receive. Poor families may not be able to afford to pay for blood when they need it.
5. The ethical basis of paying individuals to provide blood (or any tissue or organ) is a
cause of concern in many countries. The commercial procurement of blood, plasma
and organs often leads to serious abuses and may result in adverse consequences.
These include transmission of serious infections both to patients and to the donors
themselves through improper collection methods.

4. The % for each category is determined by dividing the no. of donors by category by the total no.
of donors recruited for the month multiplied by 100.

Example: No. of New volunteer donors = 35

Total no. of donors recruited for the month = 105
% of new volunteer donors = 35 x 100 = 33.3%
105

No. of Repeat volunteer donors = 12

Total no. of donors recruited for the month = 105
% of repeat volunteer donors = 12 x 100 = 11.4%
105

5. The % of the following should have a total of 100:

a. New donors, voluntary
b. Repeat donors, voluntary
c. New donors, replacement
d. Repeat donors, replacement

6
FORM NO. : BM-03
TITLE : LABORATORY REPORT FORM

PURPOSE : To collect information on the relative prevalence of Transfusion Transmitted

Diseases (TTDs) among donated blood units; To collect information on the
Quality of screening for TTDs through the accuracy of testing and test kit
performance over time.
USEFULNESS: To provide relative prevalence of TTDs among donated blood units and
develop strategies for Quality Assurance for Blood Service Facilities (BSF).

INSTRUCTIONS:
1. Form BM-03 A - shall be used for donors recruited in Blood Service Facilities (BSF) only.
Form BM-03 B – shall be used for re-screening of blood/blood products obtained
outside the BSF.
2. Under the column "Units of blood tested", write the total number of blood units tested for the month
by disease.

3. "Initial Reactivity (IR)" includes the no. of blood units that are initially reactive on the first
screening or testing.

% IR = No. of Initially Reactive blood units (First screen) x 100

Total no. of blood units tested

4. "Repeat Reactivity (RR)" includes the no. of initially reactive blood units that are reactive on repeat
testing (repeat reactors) using the same sample and the same test kit.

% RR = No. of Reactive blood units on repeat testing x 100

Total no. of blood units tested

5. Laboratory Error Rate (Lab Error %) = % IR - % RR.

6. Accuracy is the proportion of blood units with correct results among the total no. of units referred to
RITM for confirmation.

%Accuracy = No. of units with correct results (per RITM confirmation) x 100
Total no. of units sent to RITM for confirmation

7. Positive Predictive Value (PPV) is the probability of disease/infection in a donor with a positive
test result.

%PPV = No. of units confirmed Positive (per RITM result) x 100

Total no. of Repeat Reactors

8. Seroprevalence = No. of confirmed Positive blood units for the month x 100
Total no. of blood units tested for the month

9. Seroprevalence (To date) is the cumulative seroprevalence from the start of the year up to the
month of interest. It provides seroprevalence data at any point in time.

Seroprevalence (To date) = No. of confirmed Positive from start of the year to date x 100
Total no. of blood units tested from start of year to date

7
FORM NO. : BM- 04
TITLE : BLOOD USAGE MONITORING REPORT FORM

PURPOSE : To collect information on the number of units requested, cross-matched and

were actually transfused. To monitor blood usage in the hospital. To
determine C/T ratio.
USEFULNESS: To have a general outlook on the nature of the hospital, it’s patients’ need for
blood and correct blood use. To develop strategies for rational blood use
among prescribers of blood.

INSTRUCTION:

 Tally all blood and blood components according to blood units requested, served and
transfused.

8
FORM NO. : BM-05
TITLE : BLOOD DONATIONS DOCUMENTATION REPORT

PURPOSE :
To collect information on the ABO Blood Type distribution according to
sources of blood donations.
USEFULNESS: To gain knowledge on the advocacy campaign of the Blood Service Facility

INSTRUCTIONS:
1. Form BM-05 A – shall be completed for Screened/Tested donors only.
Form BM-05 B - shall be completed for patient directed and autologous donations.

2. Definition of sources of blood donations:

a. Mass blood donations - blood units collected from voluntary donors outside of the Blood
Service Facility (BSF); field donations
b. Walk-in voluntary Blood donations - blood units collected from volunteer donors who come to
the BSF and donate.
c. In-house donations - blood units collected from the staff and/or employees of the BSF.
d. Replacement donations - blood units collected from donors and exchanged for units used.
e. Patient directed donations - blood units collected from donors and assigned to a specified
recipient.
f. Autologous donations - blood is collected from a donor-patient.

3. For each source of blood donation, write the number of blood units according to Blood Type by
month and TOTAL for the quarter (sum of all units by blood type for the reporting months).

The monthly % for each blood type is determined by dividing the no. of units per blood type by the
sub-total number of units regardless of blood type multiplied by 100.

Example: In-house donations for March = 30 'u' of Blood Type 'O'+ Total no.
of units, ALL Blood Types for March = 42
% of Blood Type 'O' for March = 30 x 100
42
= 71 %

The quarterly % is determined by dividing the TOTAL for each Blood Type by the TOTAL number
of units for all blood types multiplied by 100.

Example: January = 15 'u' of Blood Type 'O'+

February = 10 “
March = 30 “
Total = 55 “
Total no. of units, ALL Blood Types collected in-house = 200

% ‘O’+, In-house = Total no. of units with Blood Type 'O', In-House x 100
Total no. of units for ALL blood types, In-house
= 55 x 100
200
= 27 %

9
Form BM-05 cont….

4. The GRAND TOTAL is the sum of all blood units regardless of blood type and source of donation.
This is determined by adding the SUB-TOTALS for all sources by month of interest and Totals for
the quarter.

The % by month for ALL sources is determined by dividing the GRAND TOTAL for the month by
the GRAND TOTAL for the quarter multiplied by 100.

% by Month, all sources = GRAND TOTAL for the month x 100

GRAND TOTAL for the quarter

10
FORM NO. : BM- 06
TITLE : INVENTORY OF BLOOD RECEIVED FORM

PURPOSE : To collect information on the major source of blood/blood products in

the Blood Service Facility.
USEFULNESS: To get an overview on the demand, use of blood/blood products and
recruitment/advocacy campaign of the Blood Service Facility.

INSTRUCTIONS:

1. Write the number of units according to blood component and source by month.
a. Lead hospital – provides the majority of blood supply to satellite hospitals within the zonal
network.
b. Swapping - includes the number of units exchanged for another blood product, blood bags or
the like.
c. PNRC – Phil. Natl. Red Cross maybe a major source of blood and blood products.
d. Satellite hospitals – receives blood/blood products from lead hospitals within the zonal
network and other sources as necessary.

2. The % of a blood component/WB is determined by dividing the no. of blood component/WB by the
total no. of blood components/WB received for the month, by source multiplied by 100.

Example:
SOURCE Reporting Months
Lead BSF January February March TOTAL
No. % No. % No. % No. %
PRBC 13 50 10 10 33 47
Fresh Frozen Plasma 4 15 2 2 8 11
Cryoprecipitate 2 8 1 2 5 7
Platelet Concentrate 4 15 4 5 13 19
Cryosupernate 0 0 1 0 1 1
Whole Blood 3 12 3 4 10 14
Sub-total 26 21 23 70

Example: % PRBC = No. of units received in January x 100

Total no. of components/WB in January
= 13 x 100
26
= 50%

3. The TOTAL no. of blood components/WB by source received for the quarter is the sum of all the
blood/blood components for the reporting months.

The % by quarter is determined by dividing the TOTAL no. for each component/WB by the total
number of ALL components/WB received for the source.

Example: % PRBC = No. of units received for the Quarter x 100

Total no. of ALL components/WB for Qtr.
= 13 + 10 + 10 = 33 x 100
26 + 21 + 23 70
= 47 %

11
Form No.: BM-06 Cont….

4. The GRAND TOTAL is the sum of ALL blood and blood components regardless of source of
receipt. This is determined by adding the SUB-TOTALS for all sources by month and
TOTALS for the Quarter.

The % by month for ALL sources is determined by dividing the GRAND TOTAL for the month
by the GRAND TOTAL for the quarter multiplied by 100.

% by Month, all sources = GRAND TOTAL for the month x 100

GRAND TOTAL for the quarter

12
FORM NO. : BM- 07
TITLE : INVENTORY OF BLOOD DISPENSED FORM

PURPOSE :
To collect information on the blood/blood products made available by the
Blood Service Facility.
USEFULNESS: To get an overview on the availability, use of blood /blood components and
distribution in the Blood Service Facility.

INSTRUCTIONS:
1. Write the No. of blood/blood components dispensed to the recipient institutions:
a. Satellite hospitals
b. Lead and other hospitals
c. In-house patients of the Blood Service Facility (BSF)
d. patients/relatives not included in (c), if applicable, use separate sheet
2. Blood units dispensed also include those that are exchanged for other blood components, blood
bags, screening fees, etc…
3. The % of a component dispensed for the month is determined by dividing the no. of
components/WB by the total no. of components/WB dispensed for the month X 100.

Example:
Recipient Reporting Months
Institution January February March TOTAL
Satellite BSF No. % No. % No. % No. %
PRBC 13 50 10 10 33 47
Fresh Frozen Plasma 4 15 2 2 8 11
Cryoprecipitate 2 8 1 2 5 7
Platelet Concentrate 4 15 4 5 13 19
Cryosupernate 0 0 1 0 1 1
Whole Blood 3 12 3 4 10 14
Sub-total 26 21 23 70

Example: % FFP = No. of units dispensed in January x 100

Sub-Total no. of units dispensed in January
= 4 x 100
26
= 15 %

4. The TOTAL no. of blood components/WB by source dispensed for the quarter is the sum of all
the blood/blood components for the reporting months.

The % for the quarter is determined by dividing the TOTAL no. for each component/WB by the
total number of ALL components/WB dispensed for the source and quarter.

Example: % FFP = No. of units dispensed for the Quarter x 100

Total no. of ALL components/WB for Qtr.
= 4 + 2 + 2 = 8 x 100
26 + 21 + 23 70
= 12 %

13
Form No.: BM-07 Cont…..

5. The GRAND TOTAL is the sum of ALL blood and blood components regardless of recipient
institution. This is determined by adding the SUB-TOTALS for all recipient institutions by month
and TOTALS for the Quarter.

The % by month for ALL recipient institutions is determined by dividing the GRAND TOTAL for
the month by the GRAND TOTAL for the quarter multiplied by 100.

% by Month, all institutions = GRAND TOTAL for the month x 100

GRAND TOTAL for the quarter

14
FORM NO. : BM- 08
TITLE : BLOOD INVENTORY CONTROL REPORT

PURPOSE : To collect information on the availability and use of blood/blood products in

the Blood Service Facility.
USEFULNESS: To provide a mechanism of audit and basis for the Maximum Blood
Ordering Schedule (MBOS) in the Blood Service Facility.

INSTRUCTIONS:
1. Write the number of units prepared and received.
2. The No. of units dispensed should be equal to the TOTAL No. reported in the INVENTORY OF
BLOOD DISPENSED (Form No. BM-07).
3. Unused units include:
a) Outdated units - units that have reached expiry and are not assigned.
% Outdated Units = No. of Outdated Units x 100
Total No. of Units for the month

% Outdated WB = 1 x 100
30
= 3%
b) Others - include units from transfusions which have been stopped; may include other reasons
such as punctured blood units, hemolyzed, wastage, etc….
% Other Unused Units = No. of Other unused units x 100
Total No. of Units for the month
Example:

Month: No. of
January Total No. of Units Units Unused Units Ending
Dispense Others Balanc
Balance from d Outdated ** e
PreviousMon Prepare Receiv
Product th d ed No. % No. %
Whole Blood 10 10 10 10 1 3 1 3 18
Packed RBC
Fresh Frozen
Plasma
Cryoprecipitate
Cryosupernate
Platelet
Concentrate
Others:
* * Please list reasons:

4. Ending Balance – Total no. of units available for assignment.

5. Put an asterisk (*) if processing is done outside Blood Service Facilities (BSF).
6. List reasons (**) in the space below the table.

15
 FORM NO.: BM-01
Name of Blood Service Facility
BICOL MEDICAL CENTER - BLOOD BANK AND TRANSFUSION SERVICE
Center for Health DevelopmeRO-V Qtr: 3rd Year: 2022

TITLE : DONOR RECRUITMENT REPORT WITHOUT PRE-DONATION TESTING

Form BM-01A

Deferred by Lab. Testing

Total No. Deferred by Infectious Diseases
Month of Donors History & PE Abnormal Hgb (TTIs) Other Reasons* Accepted
No. % No. % No. % No. % No. %
JULY #WERT! #WERT! #WERT! #WERT! #WERT! #WERT!
AUGUST #WERT! #WERT! #WERT! #WERT! #WERT! #WERT!
SEPTEMBER #WERT! #WERT! #WERT! #WERT! #WERT! #WERT!
TOTAL 0 #WERT! 0 #WERT! 0 #WERT! 0 #WERT! #WERT! #WERT!

Month Total
Other Reasons* No. % No. % No. % No. %

FORM BM-01 B
TITLE : DONOR RECRUITMENT REPORT WITH PRE-DONATION TESTING

Deferred by Lab. Testing

Total No. Deferred by Infectious Diseases
Month of Donors History & PE Abnormal Hgb (TTIs) Other Reasons* Accepted and Bled
No. % No. % No. % No. % No. %
JULY
AUGUST
SEPTEMBER
TOTAL

Month Total
Other Reasons* No. % No. % No. % No. %

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-02

Name of Blood Service Facility: _____________________________________________________________________

Center for Health Development for: ____________________________________________ Qtr: Year :

TITLE : CLASSIFICATION OF ACCEPTED BLOOD DONORS

INDICATORS
Month Total No. VOLUNTARY REPLACEMENT PATIENT-DIRECTED
of Accepted New Donors Repeat Donors New Donors Repeat Donors New Donors Repeat Donors
Donations No. % No. % No. % No. % No. % No. %
JULY #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
AUGUST #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
SEPTEMBER #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

TOTAL

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-03A

For BCU only* Name of Blood Service Facility:

Center for Health Development for: Qtr: Year:

TITLE : LABORATORY REPORT FORM FOR DONORS RECRUITED IN BSF ONLY

(Transfusion Transmissible Infection Testing)

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

* Units of Blood Tested for the month by disease

** Cumulative data from current year to reporting month

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-03B

For BCU only* Name of Blood Service Facility:

Center for Health Development for: Qtr: Year:

TITLE : LABORATORY REPORT ON TESTING OF BLOOD/BLOOD PRODUCTS

REFERRED FROM OTHER BSF (Transfusion-Transmissible Infection Testing)

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

Summary for the Month of :

Seroprevalence
Disease Reactive Confirmatory Results Accuracy Sero- (To date)**
No. of Blood
Units Tested * No. % % prevalence No. Tested %
HBV
Syphilis
Malaria
HIV
HCV

* Units of Blood Tested for the month by disease

** Cumulative data from current year to reporting month

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-04A
Name of Blood Service Facility: _______________________________________________________________
Center for Health Development for: _________________________________________________Year: _______

TITLE : BLOOD UTILIZATION MONITORING REPORT

Crossmatched*/Transfused Ratio
No. of units No. of units No. of units
Blood and Blood Products REQUESTED CROSSMATCHED TRANSFUSED C/T Ratio
Month: _________
Whole Blood (WB)
Packed Red Blood Cells (PRBC)
Fresh Frozen Plasma (FFP)
Cryosupernate (CryoS)
Cryoprecipitate (CryoP)
Platelet Concentrate (Pltcon)
Apheresis
Others (Specify):
Sub-Total
Month: _________
Whole Blood (WB)
Packed Red Blood Cells (PRBC)
Fresh Frozen Plasma (FFP)
Cryosupernate (CryoS)
Cryoprecipitate (CryoP)
Platelet Concentrate (Pltcon)
Apheresis
Others (Specify):
Sub-Total
Month: _________
Whole Blood (WB)
Packed Red Blood Cells (PRBC)
Fresh Frozen Plasma (FFP)
Cryosupernate (CryoS)
Cryoprecipitate (CryoP)
Platelet Concentrate (Pltcon)
Apheresis
Others (Specify):
Sub-Total
Grand Total
Prepared by:
____________________________________
Printed Name & Signature
Designation
 FORM NO.: BM-05A
Name of Blood Service Facility:
Center for Health Development for: Qtr: YEAR:

TITLE : BLOOD DONATIONS DOCUMENTATION REPORT (SCREENED/TESTED)

SOURCES REPORTING MONTHS

Mobile Blood TOTAL
Donations No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

Walk-in Voluntary TOTAL

Blood Donations No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

In-House TOTAL
Donations No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

Replacement TOTAL
No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

GRAND TOTAL

Prepared by:
____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-05 B

Name of Blood Service Facility:

Center for Health Development for: Qtr: YEAR:

TITLE : BLOOD DONATIONS DOCUMENTATION REPORT

(FOR PATIENT DIRECTED AND AUTOLOGOUS DONATIONS)

SOURCES REPORTING MONTHS

DIRECTED TOTAL
Donations No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

AUTOLOGOUS TOTAL
Donations No. % No. % No. % No. %
O+
A+
B+
AB+
Others
SUB-TOTAL

GRAND TOTAL

Prepared by:

Printed Name & Signature

Designation
FORM NO.: BM-06

Name of Blood Service Facility:

Center for Health Development for: Qtr: Year:

TITLE : INVENTORY OF BLOOD RECEIVED

SOURCES REPORTING MONTHS

LEAD BLOOD TOTAL
SERVICE FACILITY (BSF) No. % No. % No. % No. %
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
SUB-TOTAL

SATELLITE BSF TOTAL

Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
SUB-TOTAL

PRC TOTAL
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
SUB-TOTAL
Others*: (please state name) _____ TOTAL
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
SUB-TOTAL
Other Sources * TOTAL
Use additional sheet if necessary

GRAND TOTAL
* Other sources not within the zonal network (MOA); Please list type of blood product
Prepared by:
____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-07
Name of Blood Service Facility:
Center for Health Development for: Qtr: Year:

TITLE : INVENTORY OF BLOOD PRODUCTS DISPENSED

RECIPIENT INSTITUTION REPORTING MONTHS
SATELLITE BSF within the TOTAL
Zonal Network (MOA) No. % No. % No. % No. %
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
Others:
SUB-TOTAL
OTHER HOSPITALS *
outside the Zonal Network TOTAL
(MOA) No. % No. % No. % No. %
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
Others:
SUB-TOTAL
* includes units bloods dispensed to hospitals not within the zonal network (MOA)

IN-HOUSE TOTAL
No. % No. % No. % No. %
Packed Red Blood Cell
Fresh Frozen Plasma
Cryoprecipitate
Platelet Concentrate
Cryosupernate
Apheresis
Whole Blood
Others:
SUB-TOTAL
GRAND TOTAL
* Other sources not within the zonal network (MOA); Please list type of blood product
Prepared by:
____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-08

Name of Blood Service Facility:

Center for Health Development for: Qtr: Year:

TITLE : BLOOD INVENTORY CONTROL REPORT

Month: Total No. of Units No. of Units Unused Units Ending

Balance from Dispensed Outdated Others ** Balance
Product PreviousMonth Prepared Received No. % No. %
Whole Blood
Packed RBC
Fresh Frozen Plasma
Cryoprecipitate
Cryosupernate
Platelet Concentrate
Apheresis
Others:

Month: Total No. of Units No. of Units Unused Units Ending

Balance from Dispensed Outdated Others ** Balance
Product PreviousMonth Prepared Received No. % No. %
Whole Blood
Packed RBC
Fresh Frozen Plasma
Cryoprecipitate
Cryosupernate
Platelet Concentrate
Apheresis
Others:

Month: Total No. of Units No. of Units Unused Units Ending

Balance from Dispensed Outdated Others ** Balance
Product PreviousMonth Prepared Received No. % No. %
Whole Blood
Packed RBC
Fresh Frozen Plasma
Cryoprecipitate
Cryosupernate
Platelet Concentrate
Apheresis
Others:

* Put an asterisk if processing done outside BSF

** Others also include punctured blood units, hemolyzed, wastage, etc….

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-09
Name of Blood Service Facility: ______________________________________________________________
Center for Health Development for: ___________________________________________________________ Year: _______________

TITLE : BLOOD ADEQUACY MONITORING REPORT

No. of units No. of units

% No. of units UNSERVED % REMARKS
REQUESTED in a month SERVED/ISSUED
Blood and Blood Products
Month: _________
Whole Blood (WB) #DIV/0! #DIV/0!
Packed Red Blood Cells (PRBC) #DIV/0! #DIV/0!
Platelet Concentrate (Pltcon) #DIV/0! #DIV/0!
Platelet Concentrate via Apheresis #DIV/0! #DIV/0!
Fresh Frozen Plasma (FFP) #DIV/0! #DIV/0!
Cryoprecipitate (CryoP) #DIV/0! #DIV/0!
Others (Specify): #DIV/0! #DIV/0!

Sub-Total 0 0 #DIV/0! 0 #DIV/0! #DIV/0!

Month: _________
Whole Blood (WB) #DIV/0! #DIV/0!
Packed Red Blood Cells (PRBC) #DIV/0! #DIV/0!
Platelet Concentrate (Pltcon) #DIV/0! #DIV/0!
Platelet Concentrate via Apheresis #DIV/0! #DIV/0!
Fresh Frozen Plasma (FFP) #DIV/0! #DIV/0!
Cryoprecipitate (CryoP) #DIV/0! #DIV/0!
Others (Specify): #DIV/0! #DIV/0!

Sub-Total 0 0 #DIV/0! 0 #DIV/0! #DIV/0!

Month: _________
Whole Blood (WB) #DIV/0! #DIV/0!
Packed Red Blood Cells (PRBC) #DIV/0! #DIV/0!
Platelet Concentrate (Pltcon) #DIV/0! #DIV/0!
Platelet Concentrate via Apheresis #DIV/0! #DIV/0!
Fresh Frozen Plasma (FFP) #DIV/0! #DIV/0!
Cryoprecipitate (CryoP) #DIV/0! #DIV/0!
Others (Specify): #DIV/0! #DIV/0!

Sub-Total 0 0 #DIV/0! 0 #DIV/0! #DIV/0!

Grand Total 0 0 #DIV/0! 0 #DIV/0! #DIV/0!

Prepared by:

____________________________________
Printed Name & Signature
Designation
FORM NO.: BM-10
Name of Blood Service Facility: ______________________________________________________
Center for Health Development for: ________________________________________ Year: ________

TITLE : BLOOD AVAILABILITY AND NETWORKING MONITORING REPORT

No. of
No. of No. of
Actions taken patients No. of patients
patients patients
No. of units to provide the REFERRED UNSERVED
Blood and Blood Products UNSERVED SERVED
UNSERVED blood needs of to other BSF by other BSF
(per by other BSF
the patients (per after referral
component) after referral
component)

Month: _________
Whole Blood (WB) a,b,c,d 0
Packed Red Blood Cells (PRBC) 0
Platelet Concentrate (Pltcon) 0
Platelet Concentrate via Apheresis 0
Fresh Frozen Plasma (FFP) 0
Cryoprecipitate (CryoP) 0
Others (Specify): 0

Sub-Total 0 0 0 0 0
Month: _________
Whole Blood (WB) 0
Packed Red Blood Cells (PRBC) 0
Platelet Concentrate (Pltcon) 0
Platelet Concentrate via Apheresis 0
Fresh Frozen Plasma (FFP) 0
Cryoprecipitate (CryoP) 0
Others (Specify): 0

Sub-Total 0 0 0 0 0
Month: _________
Whole Blood (WB) 0
Packed Red Blood Cells (PRBC) 0
Platelet Concentrate (Pltcon) 0
Platelet Concentrate via Apheresis 0
Fresh Frozen Plasma (FFP) 0
Cryoprecipitate (CryoP) 0
Others (Specify): 0

Sub-Total 0 0 0 0 0
Grand Total 0 0 0 0 0
If blood and blood products are not available in the BSF, what was/were done by the blood bank staff to
provide the blood needs of the patients, count all that applies per transaction:
a. Referred to Blood Assistance Unit/Clearing House
b. Shared blood units with other BSF, specify which BSF
c. Swapping of blood units with other BSF, specify which BSF
d. Other action/s done, please specify:

Prepared by:

____________________________________
Printed Name & Signature
Designation
 National Voluntary Blood
Blood Safety Indicators Report Form
Services Program

GLOBAL DATABASE ON BLOOD SAFETY (GDBS)

GLOBAL DATABASE ON BLOOD SAFETY

The World Health Organization (WHO) programme on Blood Transfusion Safety would appreciate your kind
cooperation in completing this questionnaire which has been designed to obtain information for the WHO
Global Database
The GDBS on Blood Safety.
was established by WHO to address global concerns about the availability, safety, and equitable
accessibility of blood for transfusion. It covers the four major components of the integrated strategy for blood
safety
 advocated by WHO: of well-organized, nationally-coordinated blood transfusion services with quality
The establishment
systems in all areas
The collection of blood from voluntary non-remunerated blood donors from low-risk populations and
the phasing out of family/replacement and paid donation
 The screening of all donated blood for transfusion-transmissible infections, including HIV, hepatitis B
and C, syphilis and other infectious agents; blood grouping and compatibility testing
 A reduction in unnecessary transfusions through the effective clinical use of blood.

The objective of the GDBS is to collect and analyse data from all Member States of WHO in order to enable
the Organization
Obtain theto:
best available information on blood transfusion services in each
Member State
Assess the global situation on blood safety, availability and access and monitor
trends
 and progress
Identify priority countries for support and technical assistance
 Plan research and develop appropriate strategies to address specific needs.

The GDBS was initiated in 1998. GDBS reports are available on the WHO website
(http://www.who.int/bloodsafety/global database/) and from WHO Headquarters and Regional Offices. Please
contact WHO for further information or assistance on completing the GDBS

DATA COLLECTION FOR THE PERIOD JANUARY - DECEMBER 2009

The GDBS questionnaire should be completed by an authorized person in the respective BSF. Please provide
details of the person who completes the questionnaire so that NVBSP - Information Management Unit
(NVBSP- IMU) can contact, if necessary, for clarification and further information.
The questionnaire should be completed with data for the period January to December 2010. If calendar
year information is not available, please provide information for the nearest 12-month period (e.g. April 2009
to March 2010),and indicate the period covered on the form.

DATA COLLECTION QUESTIONNAIRE

You are requested to complete the electronic version of the questionnaire, if

possible.
Please enter your responses only in the yellow boxes that are shown on the screen. The questionnaire has
been protected to prevent responses from being entered outside these boxes. You will also find that some
boxes are grey in colour. These boxes contain formulae and are also protected; automatic calculations will be
made
Optionsin of
these boxes
"Yes" as the
and "No" relevant
are offereddata are entered.
for responses to qualitative questions. To answer this type of question,
click on the box for your preferred answer; a black point will then appear in the centre of the box. If you wish
to change your answer, simply click on another box. If you feel that a "Yes" or "No" answer alone is
insufficient to capture some aspects of the situation in your country, please provide further information in the
"Comment" box at the bottom of each worksheet. Information provided through the "Comment" boxes is an
essential part of the data collected through this questionnaire. If you inadvertently click on a "Yes" or "No"
box and wish to revert to the previous setting where neither "Yes" nor "No" are selected, click on the grey
portion of the box beside the choices, press the "Del" (or "Delete") key (see figure below).

Global Database on Blood Safety (GDBS) 2008 Page 1 of 8

Automatic error checking has been incorporated into the electronic questionnaire. This is designed to prevent
the entry of data that are invalid or obviously incorrect. When such an error occurs, a message will appear to
indicate the error and the entry will be rejected. Before continuing, you should review and change the data
just entered.
RETURNING THE GDBS QUESTIONNAIRE

National Voluntary Blood Services Program

NVBSP - Information Management Unit (NVBSP- IMU)
Phil. Blood Center Bldg., 5th flr., NVBSP - Info. Management Unit, Lung Center Comp., Quezon Avenue, Quezon
Tel no. (02) 995 - 3846 loc. 214
E-mail: [email protected], [email protected]

Global Database on Blood Safety (GDBS) 2008 Page 2 of 8

 National Voluntary Blood Blood Safety Indicators Report Form
Services Program 2022
v.1.1

Section 1: Administrative Information

1.1 Date
1.2 Region
1.3 Blood Service Facility/ Hospital

1.4 Classification
Information provided by:
1.5 Name
1.6 Position
1.7 Organization
1.8 Address

1.9 Tel. no.

1.10 Fax no.
1.11 E-mail
1.12 Period covered by report

Section 2: Blood Donors and blood collection

2.1 Do you use standard operating procedures (SOPs) or local written instruction for: Yes No
2.1.1 Blood donor recruitment
2.1.2 Pre-donation counselling and donor selection
2.1.3 Blood collection and donor care
2.1.4 Post-donation counselling
2.2 Do you maintain records of the following
2.2.1 Blood donor recruitment
2.2.2 Pre-donation counselling and donor selection
2.2.3 Blood collection and donor care
2.2.4 Post-donation counselling
2.3 How many blood donors donated whole blood during the reporting period?
2.3.1 Total number of donors who donated blood
2.3.2 Total number of voluntary non-remunerated donors who donated blood
2.4 How many deferrals were there from whole blood donation, by types of deferral?
2.4.1 Permanent deferral
2.4.2 Temporary deferral
2.4.3 Total number of deferrals 0
2.5 How many deferrals were there from whole blood donation, by reasons for deferral?
2.5.1 Low haemoglobin (in the old monitoring forms this is Hemoglobin)
2.5.2 Other medical conditions (in the old monitoring forms this is PE&Hx)
2.5.3 High-risk behaviour (in the old monitoring forms this is under TTDs)
2.5.4 Travel and other reasons (in the old monitoring forms this is under Other Reasons)
2.5.5 Total number of deferrals 0
 2.6 How many whole blood donations were collected, by types of donation?
2.6.1 Voluntary non-remunerated donations
2.6.2 Family/replacement donations
2.6.3 Paid donations
2.6.4 Total number of donations 0
2.7 How many whole blood donations were collected from:
2.7.1 Male donors
2.7.2 Female donors
2.7.3 Total number of donations 0
2.8 How many whole blood donations were collected from:
2.8.1 Donors under 18 years
2.8.2 Donors aged 18 to 24 years
2.8.3 Donors aged 25 to 44 years
2.8.4 Donors aged 45 to 64 years
2.8.5 Donors aged 65 years or older
2.8.6 Total number of donations 0
2.9 How many whole blood donations were collected from first-time voluntary non-remunerated
donors?
2.10 Donation: donor ratio for voluntary non-remunerated whole blood donors #DIV/0!
2.11 Are any blood donations collected through apheresis procedures?
If yes, how many apheresis donations were collected by types of donation?
2.11.1 Voluntary non-remunerated apheresis donations
2.11.2 Family/ replacement apheresis donations
2.11.3 Paid apheresis donations
2.11.4 Others (please specify):
2.11.5 Total number of apheresis donations 0
2.11.6 Total number of donors who donated through apheresis procedures during
reporting period
2.12 Do you have a system for post-donation counselling of blood donors who test positive
for transfusion-transmissible infections?
Section 3: Screening for transfusion-transmissible infections
3.1 Do you perform laboratory screening of blood donations for transfusion transmissible
infections?
3.1.1 Do you use EIA for screening blood donations for TTIs?
3.2 Do you use standard operating procedures or local written instructions for laboratory
screening of blood donations for transfusion transmissible infections?
3.3 Do you participate in an external quality assessment scheme/external evaluation or
performance for transfusion-transmissible infections?
3.4 How many donations (whole blood and apheresis) were screened for the following transfusion-transmissible
infections?
3.4.1 HIV #DIV/0!
3.4.2 Hepatitis B #DIV/0!
3.4.3 Hepatitis C #DIV/0!
3.4.4 Syphilis #DIV/0!
3.4.5 Malaria #DIV/0!
3.5 How many donations (whole blood and apheresis) were: (a) reactive in the screening test; and (b) positive in
the confirmatory test?
Screening test Confirmatory test
TTI Markers
reactive positive
3.5.1 HIV #DIV/0! #DIV/0!
3.5.2 Hepatitis B #DIV/0! #DIV/0!
3.5.3 Hepatitis C #DIV/0! #DIV/0!
3.5.4 Syphilis #DIV/0! #DIV/0!
3.5.5 Malaria #DIV/0! #DIV/0!
3.6 What was the prevalence of the following TTI markers in donated blood during the reporting period?
3.6.1 HIV #DIV/0!
3.6.2 Hepatitis B #DIV/0!
3.6.3 Hepatitis C #DIV/0!
3.6.4 Syphilis #DIV/0!
3.6.5 Malaria #DIV/0!
3.7 Details in which screening for TTIs is performed: number of donations tested, use of standard operating
procedures (SOPs) and participation in external quality assessment/external evaluation of performance
Total Number of donations screened for each TTI SOPs used Participate in EQA
donations HIV HBV HCV Syphilis Malaria Yes No Yes No
0
3.8 Were any blood units issued without screening due to:
3.8.1 Non-availability of test kits/reagents
3.8.2 Emergency situations
3.8.3 Staff shortages
3.8.4 Equipment failure/breakdown/power loss
3.8.5 Other reasons (please specify)
Section 4: Blood group serology testing of blood donations
4.1 Do you perform blood group serology testing of blood donations?
4.1.1 Do you use tube method for blood group serology testing?
4.2 Do you use standard operating procedures or local written instructions for blood group
serology testing of blood donations?
4.3 Do you maintain records of blood group serology testing?
4.4 Do you participate in an external quality assessment scheme/external evaluation of
performance for blood serology?

Section 5: Blood component preparation, storage and transportation

5.1 Do you prepare blood components?
5.2 How many whole blood donations were separated into components? #DIV/0!
5.3 How many units of blood components were prepared from whole blood donations?
Component
5.3.1 Red cell preparations
5.3.2 Platelet concentrates
5.3.3 Plasma
5.3.4 Fresh Frozen Plasma
5.3.5 Cryoprecipitate
5.4 How many units of blood components were prepared through apheresis procedures?
5.4.1 Apheresis red cells
5.4.2 Apheresis platelets
5.4.3 Apheresis plasma
5.4.5 Total blood components 0
5.5 Do you use standard operating procedures or local written instructions for the
preparation of blood components?
5.6 Do you maintain records of blood component preparation?
5.7 Do you store whole blood and whole blood components in temperature-monitored
equipment?
5.8 Do you transport whole blood and whole blood components in temperature-monitored
equipment?
5.9 Do you store test kits and reagents in temperature-monitored equipment?
5.10 How many units of whole blood were discarded due to faulty collection?
5.11 How many units of whole blood and blood components were discarded due to other reasons?
Component Reason for discard
Processing Storage Transport Date
TTI
Problem
Total
Problem problem expiry
5.11.1 Whole blood 0
5.11.2 Red cells 0
5.11.3 Platelets 0
5.11.4 Plasma 0
5.11.5 Fresh frozen plasma 0
5.11.6 Cryoprecipitate 0
5.11.7 Total component discarded 0 0 0 0 0 0
Section 6: Hospital transfusion process and clinical use of blood & blood components
6.1 Do you perform blood transfusion?
6.2 Do you perform compatibility testing?
6.2.1 Do you use standard operating procedures or local written instructions for
compatibility testing?
6.2.2 Do you maintain records of compatibility testing?
6.2.3 Do you participate in an external quality assessment scheme/external evaluation
of performance for compatibility testing?
6.2.4 Do you store whole blood and whole blood components in temperature-
monitored equipment?
6.3 Do you participate in:
6.3.1 Hospital transfusion committee
6.3.2 System for monitoring clinical transfusion practice
6.3.3 System for reporting adverse transfusion incidents
6.4 How many patients were transfused?
6.5 How many patients were transfused by age and gender? Male Female
6.5.1 Patients under 5 years
6.5.2 Patients aged 5 to 14 years
6.5.3 Patients aged 15 to 44 years
6.5.4 Patients aged 45 to 59 years
6.5.5 Patients aged 60 years older
6.5.6 Total number of patients transfused by gender 0 0
6.6 How many units of each of the following blood components were transfused?
6.6.1 Whole blood
6.6.2 Red cells
6.6.3 Plasma and fresh frozen plasma
6.6.4 Platelets, whole blood-derive
6.6.5 Platelets, apheresis
6.6.6 Cryoprecipitate
6.7 Do you use standard operating procedures or local written instructions for the
transfusion of blood to patients?
6.8 Do you maintain records of blood transfusion to patients?
6.9 How many serious adverse transfusion incidents or reactions were reported?
Comment (optional)
Estimating
Blood Needs
DONOR 2.1

Core topics

 Methods of estimating blood needs

 Setting targets for donor recruitment, recall and
blood collection
 Factors to be considered in setting targets for
donor recruitment and blood collection

2 of 23 DONOR 2.1

Blood supply

Role of blood transfusion service

 To provide a supply of safe blood/blood products
 Adequate to meet needs of the health care system
 Accessible to all patients requiring transfusion
 Available in timely manner when required for routine
and emergency transfusions
 Plan donor recruitment and blood collection
systematically to meet blood requirements

3 of 23 DONOR 2.1
Balancing demand and supply

 Balance between demand and supply is needed to:

 Meet clinical demands for blood
 Avoid blood shortages
 Minimize blood wastage
 Optimize the use of resources
 Maintain the safety of the blood supply

4 of 23 DONOR 2.1

Variables affecting demand and supply

 Geography, population and epidemiology

 Capacity of health care system for:
 Prevention: e.g. anaemia
 Diagnosis: e.g. haemophilia
 Treatment: e.g. cardiac surgery
 Location and accessibility of health care facilities

5 of 23 DONOR 2.1

Variables affecting demand and supply

 Availability and use of alternatives to transfusion

 Blood conservation strategies
 Replacement fluids
 Medicines to avoid need for transfusion
 Capacity of blood service to provide safe blood to
meet routine and emergency transfusion needs
 Level of development of blood component
programme
 Communication and transportation systems

6 of 23 DONOR 2.1
Variables affecting demand and supply

 Clinical demands for blood

 Actual blood usage
 Unmet demands
 Predicted future demands
 Emergency requirements

7 of 23 DONOR 2.1

Estimating blood needs

 Estimating blood needs requires information from:

 Health authorities
 Blood centres
 Hospitals
 Clinical specialists
 Patient associations

8 of 23 DONOR 2.1

Method 1: based on previous usage

 Analyse records for a specified period in a defined

geographical area, population or hospital:
 Number of units of blood/components requested
 Number of units of blood/components issued for
transfusion
 Number of unfilled requests for blood/components:
e.g. elective surgeries cancelled

9 of 23 DONOR 2.1
Method 1: based on previous usage

 Identify factors that may influence the demand

for blood: e.g.
 National guidelines on clinical use of blood
 Training and experience of clinical staff
 New diagnostic/treatment options: e.g. cardiac surgery
 Increase in number of acute hospital beds
 Seasonal changes in requirements for transfusion: e.g.
dengue fever
 Assess whether the demand for blood is constant,
increasing or decreasing
10 of 23 DONOR 2.1

Method 2: based on population

 Used to estimate the number of units of blood

needed to meet the blood requirements of a
defined population over one year
 Calculation is based on 1-3% of population
requiring blood per year, based on level of
development of health care system
 Can be used to estimate the blood requirements
of individual regions or districts within the country

11 of 23 DONOR 2.1

Method 2: based on population

 Limitations: actual clinical demands for blood will

depend on:
 Epidemiology
 Level of sophistication of health care facilities and
procedures

12 of 23 DONOR 2.1
Method 3: based on acute hospital beds

 Used to estimate the number of units of blood

needed to meet blood requirements of a defined
hospital population
 Calculate 6.7 units of blood required per acute
hospital bed per year

13 of 23 DONOR 2.1

Method 3: based on acute hospital beds

Example
For a hospital with 50 acute beds, calculate:
 50 x 6.7 = 335 units of blood per year or approx.
7 units per week
 Number of donors required will depend on
frequency of donation: e.g.
 1 donation per donor per year = minimum 335 donors
 2 donations per donor per year = minimum 168 donors

14 of 23 DONOR 2.1

Method 3: based on acute hospital beds

 Limitations
 Number of hospital beds may be insufficient to meet
requirements for patient care
 Acute hospital beds will be used for patients requiring
different levels of transfusion support
 Growing trend for outpatient treatment, leading to
reduced relevance of hospital beds as health care
indicator

15 of 23 DONOR 2.1
Choice of method

 Method 1 is the most practical, but depends on

availability of records of previous blood usage /
unmet clinical demands for blood
 Methods 2 and 3 can be used to check estimates
obtained using Method 1
 Methods 2 and 3 are also useful for a newly
established blood centre or where no data are
available

16 of 23 DONOR 2.1

Planning and collaboration

 Setting targets for donor recruitment/recall and

blood collection requires a planning group
involving departments responsible for:
 Issue of blood/components for transfusion
 Blood testing and processing
 Blood collection
 Donor recruitment and retention

17 of 23 DONOR 2.1

Planning blood collection

 Blood collection must be planned in a systematic

and cost-effective way to meet blood requirements
 Blood groups
 Blood components
 Donor recruitment and recall must similarly be
planned in a systematic way to meet blood
collection targets
 Adequate number of donors
 Donor attrition

18 of 23 DONOR 2.1
Setting targets

 Number of donors recruited must be higher than

number of blood units required:
 Loss of donors between recruitment and donation:
e.g. temporary/permanent deferrals
 Loss of donated units during collection process:
e.g. donor reactions, low volume units
 Loss of donated units between donation and
transfusion: e.g. discards after postdonation
information from donors or TTI testing, expiry

19 of 23 DONOR 2.1

Factors to consider in setting targets

 Donors
 Current donation rate per 1000 population
 Eligible donor population: proportion of the population
likely to meet donor selection criteria
 Proportion of regular donors
 Frequency of donation by regular donors
 Difficulty in predicting number of donors who will
attend a donor session
 Deferrals: temporary or permanent
 Seasonal availability of donor populations: e.g. holiday
periods, school/university vacations, rainy season
20 of 23 DONOR 2.1

Factors to consider

 Blood service
 Effectiveness of donor recruitment and recall systems
 Convenient locations and operating hours
 Public perception of the blood service
 General
 Epidemiology
 General health and nutritional status of the population
 Social, political and economic conditions
 Conflict and natural disasters

21 of 23 DONOR 2.1
Key points

 Estimates of blood requirements are essential for

planning donor recruitment and blood collection
 Number of blood donors required will be greater
than number of units of blood required
 Targets for donor recruitment and recall must be
set in conjunction with teams responsible for
blood collection, testing, processing and issue
 Meeting blood requirements requires a panel of
regular voluntary blood donors

22 of 23 DONOR 2.1

Learning outcomes

You should now be able to:

 Outline three methods of estimating blood
requirements
 Identify factors that need to be taken into
account in setting donor recruitment and blood
collection targets

23 of 23 DONOR 2.1
Building Quality
into a Blood Donor
Programme
DONOR 2.4

Teaching Aim

 To identify the key areas where quality systems

must be built into a voluntary blood donor
programme

2 of 16 DONOR 2.4

Core topics

 Quality issues in donor management

 Donor education and recruitment
 Donor selection and counselling
 Blood collection
 Donor follow-up
 Donor care, satisfaction and retention
 Donor records and documentation

3 of 16 DONOR 2.4
Elements of a quality system (1)

Organizational
Training
management

Inputs Outputs

Processes

Customer
Supplier

Documentation
Standards

Assessment

Elements of a quality system

 Organizational management
 Policies on blood donor management
 Identification of specific staff requirements
 Quality standards
 Guidelines on blood donor recruitment
 National donor selection criteria
 Blood collection

5 of 16 DONOR 2.4

Elements of a quality system

 Training of staff in blood donor management
 Documentation in donor management
 Standard operating procedures
 Donor records
 Documentation: records and forms

 Assessment
 Validation of equipment, materials, procedures and software
 Monitoring and evaluation of donor management activities

6 of 16 DONOR 2.4
Donor recruitment and education

 Identify and train dedicated donor recruitment

staff
 Recruitment based on findings of research on
targeted, safe low-risk donor populations
 Develop recruitment guidelines and strategies
 Develop effective communication and education
programmes

7 of 16 DONOR 2.4

Donor recruitment

 Recruitment of low-risk blood donors

 Identify target population groups
 Educate potential donors
 Develop recruitment strategies
 Identify high quality donors: safe, reliable, retained

8 of 16 DONOR 2.4

Donor selection

 Selection of blood donors is key to ensuring a

safe blood supply
 Protect the patient
 Protect the donor

 Predonation information and counselling

 Development of donor selection criteria
 Specific risk groups
 Medical assessment

9 of 16 DONOR 2.4
Blood collection

 The collection of blood must be performed in a

controlled way
 The safety of both the donor and the donated
blood are critical
 Donors must be treated in a way that encourages them
to donate again
 The quality of the blood must be guaranteed
 All procedures must be properly developed,
validated and monitored

10 of 16 DONOR 2.4

Blood collection and donor care

 Qualified, trained, donor-friendly staff with

excellent donor care behaviour throughout the
whole donation process
 Safe, controlled and donor-friendly environment
 Standard operating procedures and guidelines for
predonation counselling

11 of 16 DONOR 2.4

Donor care, satisfaction and retention

 Blood donors should be cared for throughout the

whole donation process
 Retention of blood donors is essential to ensure
the safety and adequacy of the blood supply
 Recruitment is expensive
 Resources must not be wasted
 Retention is influenced by donor satisfaction

12 of 16 DONOR 2.4
Donor follow-up and retention

 Quality donor care leads to donor satisfaction

 Donor satisfaction leads to retention
 Good donor care includes follow up

13 of 16 DONOR 2.4

Documentation

 Proper documentation is a key element of any

quality system
 Complete and accurate donor records are
essential
 Enables complete traceability from donor to
donation: e.g.
 Labelling of donations
 Materials used: e.g. batch number
 Identity of staff directly involved in the process

14 of 16 DONOR 2.4

Key points

 Implementing effective quality systems

throughout the donor programme aids:
 Safety and adequacy of blood supply
 Sustainability
 Cost-effectiveness
 Consistency

15 of 16 DONOR 2.4
Learning outcomes

You should now be able to:

 Describe key areas within the blood donor
programme where a quality system is essential

16 of 16 DONOR 2.4
Factors Affecting
Blood Donor
Motivation
DONOR 3.1

Core topics
 Altruism
 Effects of positive and negative perceptions and
expectations on individuals' motivation to donate
blood

2 of 13 DONOR 3.1

Altruism
 Voluntary blood donation is regarded as the
ultimate act of altruism
 Altruism is a gift without any expectation of
reward – except personal satisfaction
 Altruism
 Needs to be nurtured
 Can be undermined by negative perceptions or
experiences

3 of 13 DONOR 3.1
Altruism
 Altruism derives from a range of motivations
 Empathy for others
 Social motives: influence of family / friends / social group
 Self-esteem: feeling good about oneself by helping others
 Positive experiences associated with volunteerism
 Moral reasons: sense of social or religious responsibility,
obligation or duty
 Reciprocity: expectation that others will behave in the
same way

4 of 13 DONOR 3.1

Perceptions, attitudes and expectations

Effective blood donor recruitment and retention
campaigns require:
 Identification of the perceptions and expectations
of potential and existing donors about blood
donation
 Identification of knowledge gaps, beliefs and
attitudes about blood donation

5 of 13 DONOR 3.1

Potential donors: positive factors

 Personal experience of the need for blood
 Have already considered becoming a donor
 Personal approach/response to request
 Sense of social responsibility
 Role model: e.g. Club 25
 Feeling of being needed
 Convenient facilities for blood donation

6 of 13 DONOR 3.1
Potential donors: negative factors
 Lack of awareness of need for blood donation
 Never been asked
 Unpleasant personal experience with the need for
blood
 Communication, socio-economic and cultural
barriers
 Lack of convenient facilities for blood donation
 Lack of information about the donation process
 Fears about needles, risks of infection
7 of 13 DONOR 3.1

Existing donors: positive factors

 Awareness of importance of regular donation
 Personal experience of blood transfusion: e.g.
family member
 Positive experience of blood donation
 Personal satisfaction, self-esteem and pride
 Sense of social responsibility
 Personal contact with recipients of blood
 Recognition by the blood service and community

8 of 13 DONOR 3.1

Existing donors: negative factors

 Inconvenient times or locations for donation
 Bad donation experience
 Deferral, particularly if inadequate information and
counselling provided
 Inadequate pre-donation information about the
donation process
 Poor donor care: e.g. long waiting times, unfriendly
staff, unclean donor area
 Donor reactions: e.g. bruising, fainting

9 of 13 DONOR 3.1
Existing donors: negative factors
 Lack of appreciation and recognition
 No recall
 Negative reports about the blood service

10 of 13 DONOR 3.1

Know your donors

 Use donor records, donor feedback and research
to identify the characteristics and motivations of:
 Current blood donors
 Previous blood donors
 Potential blood donors
 Tailor communication and education strategies
and messages to different target donor
populations
 Select appropriate channels of communication

11 of 13 DONOR 3.1

Key points
 Identify the varying perceptions and expectations
of existing and potential donors
 Use donor records, donor feedback and research
findings as a basis for donor education,
recruitment and retention strategies
 Optimize interaction with donors to understand
their motivations and promote donor loyalty

12 of 13 DONOR 3.1
Learning outcomes
You should now be able to:
 Recognize factors that foster positive donor
perceptions and expectations
 Use existing sources of information to tailor donor
communication and education strategies to
different target populations

13 of 13 DONOR 3.1
Predonation
Counselling and
Donor Selection
DONOR 5.2

Core topics

 Donor registration
 Donor selection
 Predonation information
 Predonation counselling
 Donor deferrals
 Monitoring and evaluation

BDP22.1
of 27
DONOR 2.2
DONOR 5.2

Reasons for donor selection

 To protect the donor

 Ensure that it is safe for the donor to donate
 To protect the recipient
 Ensure that any risk of transfusion-transmissible
infection or other adverse effect is minimized
 To protect staff
 Build community trust in the blood service

BDP32.1
of 27
DONOR 2.2
DONOR 5.2
 Donor selection criteria

 National criteria for blood donor selection should

be based on:
 National/local epidemiological data on infectious
diseases
 Nutritional and health status of the general population
 Local customs
 Health and safety outcomes – donors and recipients
 International best practice
 Should be reviewed regularly

BDP42.1
of 27
DONOR 2.2
DONOR 5.2

Steps in blood donor selection

 Providing donor with information prior to donation
 Predonation counselling
 Donor medical questionnaire and/or interview including
health history
 Basic health assessment
 Haemoglobin estimation
 Donor's informed consent

BDP52.1
of 27
DONOR 2.2
DONOR 5.2

Predonation information

 Written or oral information given to blood donors

before donation to allow for informed decision to
donate
 May be given by trained donor recruitment staff
or volunteers, approved materials

BDP62.1
of 27
DONOR 2.2
DONOR 5.2
 Predonation information

 Donor’s rights and responsibilities

 Blood donation process
 Potential donation-related complications
 Tests performed on donated blood
 Procedure in the event of a positive test result
 Donor confidentiality
 Importance of regular donations
 Donation intervals
BDP72.1
of 27
DONOR 2.2
DONOR 5.2

Predonation information

 Transfusion-transmissible infections
 Window period of infection
 High-risk behaviour and how to avoid infection risk
 Importance of maintaining a healthy lifestyle
 Means of self-deferral
 Voluntary self-exclusion
 Confidential unit exclusion
 Alternate testing sites
BDP82.1
of 27
DONOR 2.2
DONOR 5.2

Predonation counselling

 Confidential dialogue between a potential or

registered blood donor and a care provider to
 Enable the individual to understand the information
provided
 Enable to and/or his or her personal health condition,
cope with stress and make personal decisions related
to the counseling matter.
American Counselling Association, 1997

BDP92.1
of 27
DONOR 2.2
DONOR 5.2
 When to counsel

 Before donation, as a routine step in donor

selection for every donor at each donation
 Deferral of donor: temporary or permanent
 Postdonation:
 For TTI testing results: positive and negative
 For donors who have experienced reactions or side-
effects through blood donation

BDP10
2.1of 27 DONOR 2.2
DONOR 5.2

Objectives of predonation counselling

 To assess the suitability of the donor to donate on

each occasion
 Donor's health
 Medical history
 Current health status
 Safety of the recipient
 High-risk behaviour
 Travel history
 Quality of the blood products
 Medication used

BDP112.1of 27 DONOR 2.2

DONOR 5.2

Objectives of predonation counselling

 To obtain informed consent for blood donation

and the screening of the donor's blood

BDP12
2.1of 27 DONOR 2.2
DONOR 5.2
 Predonation counselling

 Predonation counselling takes place before donation

and after donor fills in donor questionnaire
 Quality donor care throughout the process
 Suitable, safe facilities
 Standard operating procedures (SOPs)
 Well-trained staff
 Sensitivity and good communication skills
 Donor confidentiality and privacy
 Two-way communication

BDP13
2.1of 27 DONOR 2.2
DONOR 5.2

Donor questionnaire

 Simple and not time-consuming to complete

 Comprehensible
 No ambiguous questions
 Elicits all relevant information on which the
subsequent interview can elaborate
 Relevant to the local population
 In local languages
 Assistance available, if needed

BDP14
2.1of 27 DONOR 2.2
DONOR 5.2

Donor medical history

 Through individual face-to-face interview on

completion of donor questionnaire
 May be undertaken by a doctor or nurse
 Focus on review of donor's medical and social
history
 Follow-up information provided to donor, as
required
 Adequate time to ask questions and clarify doubts

BDP15
2.1of 27 DONOR 2.2
DONOR 5.2
 Basic health assessment

 Limited physical examination

 General appearance and behaviour
 Blood pressure
 Weight
 Inspection of potential venepuncture sites
 Others: according to national standards
 Standard operating procedures for deferral and
referral should be in place if abnormalities detected

BDP16
2.1of 27 DONOR 2.2
DONOR 5.2

Predonation haemoglobin test

 Screening of donor haemoglobin to protect regular

donors against iron deficiency
 Minimum acceptable level of haemoglobin for
donation, based on national standards
 Quality of care through
 Skilled trained staff
 Appropriate equipment and consumables
 Validated method
 Standard operating procedures for handling
prospective donors who fail haemoglobin screening
BDP17
2.1of 27 DONOR 2.2
DONOR 5.2

Donor consent

 Donor’s voluntary agreement to donate blood

prior to donation
 Donor signature to confirm
 Has read and understood the information
 Has answered all questions truthfully
 Understands the risks of blood donation, including
potential donation-related complications
 Is aware of procedures if abnormal test results
 Gives consent for the collection, testing and use of
his/her blood
BDP18
2.1of 27 DONOR 2.2
DONOR 5.2
 Outcomes of predonation counselling

 Provides information needed to:

 Accept the donor
 Defer the donor temporarily
 Defer the donor permanently
 Donors who fulfil the selection criteria and have
given consent can proceed to donate blood
 Outcomes of the donor selection process should
be fully documented
 Donor questionnaire, haemoglobin result and
consent form are part of the donor record
BDP19
2.1of 27 DONOR 2.2
DONOR 5.2

Donor deferral

 Donors not meeting the selection criteria should be

deferred
 Temporary deferral when donor generally healthy
but unsuitable to donate on this occasion: e.g.
 Short courses of medicine
 Convalescence from infection
 Temporarily deferred donors can return to donate
once circumstances for deferral no longer exist

BDP20
2.1of 27 DONOR 2.2
DONOR 5.2

Donor deferral

 Permanent deferral where donor or recipient

safety is at risk: e.g.
 Serious chronic medical condition
 High risk behaviour
 Risk of infection for which no test is available: donor
may be deferred indefinitely

BDP21
2.1of 27 DONOR 2.2
DONOR 5.2
 Deferred donors
 BTS has a responsibility for donor care, including
deferred donors, retired donors and lapsed donors
 Donors who are deferred often have a sense of
rejection and negative feelings
 Deferred donors are less likely to return, even if
regular donors
 Deferred, lapsed and retired donors can support
the blood donor programme by becoming
voluntary donor recruiters
BDP22
2.1of 27 DONOR 2.2
DONOR 5.2

Management of deferred donors

 When deferring a donor, staff should

 Be sensitive, showing tact and understanding
 Provide information and explanations for deferral
 Encourage temporarily deferred donors to return at a
suitable time
 Maintain donor confidentiality
 Refer for further investigation, counselling and
treatment, as required

 Donor deferral register

BDP23
2.1of 27 DONOR 2.2
DONOR 5.2

Resources for donor selection process

 National or regional donor selection criteria
 Standard operating procedures for each step of
the donor selection process
 Staff training
 Standard operating procedures
 Donor counselling
 Communication skills
 Issues related to TTIs
 Blood donation process
BDP24
2.1of 27 DONOR 2.2
DONOR 5.2
 Monitoring and evaluation

 Donor selection process should be monitored and

evaluated regularly to determine its effectiveness
 Examples of indicators for monitoring
 % and reasons for deferral: temporary and permanent
 Reduction in prevalence of TTIs among donors
 Increase in return of temporarily deferred donors
 Reduction in number of avoidable donor reactions
 Increase in return of eligible donors following donor
reactions

BDP25
2.1of 27 DONOR 2.2
DONOR 5.2

Key points

 Donor selection is crucial for the protection of the

donor and the recipient of blood
 Donors who are deferred can still play an important
role in supporting the blood donor programme
 Blood services are responsible for counselling
accepted and deferred donors
 Monitoring and evaluation is essential to assess the
effectiveness of the donor selection process

BDP26
2.1of 27 DONOR 2.2
DONOR 5.2

Learning outcomes

You should now be able to:

 Recognize the importance of each stage of donor
selection for donor and recipient safety
 Identify resources required for donor selection
 Acknowledge the need for monitoring and
evaluation of the donor selection process

BDP27
2.1of 27 DONOR 2.2
DONOR 5.2
Organizing a Blood
Donation Session
DONOR 5.4

Core topics
 Blood collection process
 Quality care during blood collection
 Mobile donor sessions
 Documentation of the blood collection process
and donor session

BDP22.1
of 24
DONOR 2.2
DONOR 5.4

Blood collection
 Steps to ensure the quality and safety of blood
donors and donated units
 Preparation of equipment and materials
 Ensuring accurate donor identity
 Labelling blood bags and sample tubes
 Preparation of the venepuncture site
 Collection of the blood and blood samples
 Handling of the donated unit and samples
 Postdonation care

BDP32.1
of 24
DONOR 2.2
DONOR 5.4
 Checking equipment and materials
 All equipment and materials must be checked
before use to ensure quality and safety
 Blood collection bag
 Sterile, pyrogen-free and single-use, with a closed
system
 Selection of appropriate type of blood collection pack,
depending on components to be prepared
 Check for evidence of defects and expiry date before
use

BDP42.1
of 24
DONOR 2.2
DONOR 5.4

Verifying the donor's identity

 Verify the donor identity immediately before
venepuncture by asking
 Name
 Address
 Date of birth

BDP52.1
of 24
DONOR 2.2
DONOR 5.4

Labelling blood bags and sample tubes

 Unique donation number is allotted for each
blood donation
 Unique donation number is attached to:
 Donor record
 Primary blood collection bag
 Corresponding satellite bags
 Blood sample/pilot tubes

BDP62.1
of 24
DONOR 2.2
DONOR 5.4
 Labelling blood bags and sample tubes

 Labelling should be performed at the bedside,

just before or during blood collection
 Labels on blood collection bags should be
rechecked to ensure they match
 Before venepuncture
 Prior to their removal from the donor's side

BDP72.1
of 24
DONOR 2.2
DONOR 5.4

Preparation of venepuncture site

 Proper donor arm cleansing
 Reduces the level of bacteria on the donor's arm
 Minimizes the risk of bacterial contamination of blood
and blood products
 Standardized aseptic procedure using an
appropriate alcohol solution
 Staff must follow universal safety precautions and
maintain hand hygiene during work

BDP82.1
of 24
DONOR 2.2
DONOR 5.4

Collection of blood and blood samples

 Selection of vein for quick, painless and smooth

phlebotomy, good blood flow and quality products
 Constant monitoring during collection
 Blood flow
 Agitation of pack
 Volume collected
 Collection time
 Blood samples for the pilot tubes to be collected
at the same time

BDP92.1
of 24
DONOR 2.2
DONOR 5.4
 Handling of donated unit and samples
 All labels must be rechecked after blood and
samples are collected
 Donated blood units and samples must be stored
and transported in accordance with SOPs
 Appropriate temperature for storage and
transportation depends on the type of blood
component to be produced

BDP10
2.1of 24 DONOR 2.2
DONOR 5.4

Postdonation care

 Ensure appropriate rest time

 Observe donor during rest time for adverse reactions
 Provide refreshments after donation
 Provide postdonation information
 Encourage donor feedback
 Thank the donor and remind about next donation
 Encourage the donor to bring a friend next time

BDP112.1of 24 DONOR 2.2

DONOR 5.4

Quality care during blood collection

 Quality in the blood collection process protects
the donor, the quality of the products and the
recipients
 Standards and SOPs for each step of the process
 Training of staff in each step in blood collection,
particularly in venepuncture
 Suitable facilities for blood collection, including
premises for mobile session
 Suitable equipment and supplies for blood collection,
storage and transportation

BDP12
2.1of 24 DONOR 2.2
DONOR 5.4
 Selecting venues for donor clinics

 Convenient locations and operating hours

 Accessible with welcoming and pleasant atmosphere
 Clean, safe and tidy environment
 Adequate space, including area for confidential
donor counselling
 Same quality standards for blood collection should
apply equally to fixed and mobile sessions at all
times

BDP13
2.1of 24 DONOR 2.2
DONOR 5.4

Fixed and mobile donor clinics

Fixed Mobile
 Location at main blood  Community-based
centre donation: e.g. community,
 Access may be difficult universities, workplaces,
or inconvenient for  More accessible for
donors donors
 Transportation usually
not required  Transportation required by
the BTS

BDP14
2.1of 24 DONOR 2.2
DONOR 5.4

Advantages of mobile donor clinics

 Enable the blood service to reach out to donors
who cannot reach the main blood centre easily
 More practical and accessible for donors and
potential donors
 Community mobilization
 Increased number of donors

BDP15
2.1of 24 DONOR 2.2
DONOR 5.4
 Logistics issues at mobile sessions
 Logistics are more complex for mobile sessions:
e.g.
 Suitability of venue
 Transportation of staff and equipment
 Packing and unpacking of all session equipment,
documents, consumables and disposables
 Confidentiality
 Support may be far away

BDP16
2.1of 24 DONOR 2.2
DONOR 5.4

Steps in organizing mobile donor clinics

 Select the venue
 Acquire consent of the host institution or
organization
 Review record of mobile session at the venue
 Number of donations on previous visit
 Special features
 Check and update the details of the focal person
for the venue

BDP17
2.1of 24 DONOR 2.2
DONOR 5.4

Steps in organizing mobile donor sessions

 Advertise the mobile session

 Manage logistics and staff
 Carry out the session
 Close the session appropriately
 Complete donor session analysis form

BDP18
2.1of 24 DONOR 2.2
DONOR 5.4
 Donor session analysis form

 Provides record of:

 Number of new and repeat voluntary donors attending
donor clinic
 Number of donors accepted for donation
 Number of donors deferred, either temporarily or
permanently
 Number of units of blood collected

BDP19
2.1of 24 DONOR 2.2
DONOR 5.4

Donor session analysis form

 Evaluation
 Suitability of the venue
 Staff
 Equipment
 Consumables
 Lot numbers
 Expiry dates

BDP20
2.1of 24 DONOR 2.2
DONOR 5.4

Donor session analysis form

 Plays important role in:

 Monitoring effectiveness of donor education,
motivation and recruitment campaign
 Assessing particular venues for donor clinics
 Analysing workload and efficiency of donor clinic staff

BDP21
2.1of 24 DONOR 2.2
DONOR 5.4
 Documentation
 Accurate and clear records of the donor and the
blood collection must be kept for traceability
 Unique donation number
 Type of blood bag
 Duration of blood collection
 Name of phlebotomist
 Documentation of donor session should be kept

BDP22
2.1of 24 DONOR 2.2
DONOR 5.4

Key points

 Quality must be applied at every stage of the

blood collection process
 Mobile blood donor clinics are often more
convenient and appealing for donor, but require
careful planning and organization
 Every step in blood collection should be
documented

BDP23
2.1of 24 DONOR 2.2
DONOR 5.4

Learning outcomes
You should now be able to:
 Identify the quality issues related to the process
of blood collection
 Identify specific quality issues related to blood
collection at mobile donor sessions
 Identify the documentation required for blood
collection process and donor sessions

BDP24
2.1of 24 DONOR 2.2
DONOR 5.4
Providing Quality
Donor Care during
Blood Donation
DONOR 5.1

Core topics
 Quality donor care
 Steps in the donation process
 Donor registration
 Donor records

BDP22.1
of 21
DONOR 2.2
DONOR 5.1

Why quality donor care?

 Blood service has a responsibility to ensure
quality in donor care
 Before donation
 During donation
 After donation

 Quality donor care protects

 Donor
 Donated blood

BDP32.1
of 21
DONOR 2.2
DONOR 5.1
 Objectives of quality donor care
 Ensure no harm comes to the donor during the
donation process
 Donors provide blood service's most important
resource
 Builds donor trust and long-term relationship
 Ensure a pleasant donation experience
 Leads to donor satisfaction, critical for donor retention
 Satisfied donor is an ambassador for the BTS

BDP42.1
of 21
DONOR 2.2
DONOR 5.1

Objectives of quality donor care

 Ensure donated blood meets required standards
 Volume
 Free from bacterial contamination
 Correctly labelled, stored and transported

BDP52.1
of 21
DONOR 2.2
DONOR 5.1

Steps in donation process

 Appropriate procedures for donor service and
care throughout donation process
 Donor reception
 Donor registration
 Predonation counselling and selection
 Blood donation
 Postdonation care

BDP62.1
of 21
DONOR 2.2
DONOR 5.1
 Quality donor care

 Venue
 Convenient location and operating hours
 Accessible with welcoming and pleasant atmosphere
 Clean and tidy environment
 Privacy for donor counselling
 Donation process
 Safe with appropriate equipment and consumables
 Timeliness: prompt and efficient
 Pleasant experience
 Up-to-date information and education materials
BDP72.1
of 21
DONOR 2.2
DONOR 5.1

Quality donor care

 Staff/volunteers
 Welcoming and friendly
 Good communication skills
 Smart, clean appearance and high standard of
personal hygiene
 Professional, competent and efficient
 Well-trained in donor selection and blood donation
processes

BDP82.1
of 21
DONOR 2.2
DONOR 5.1

Donor reception
 Reception starts with "HELLO"
 “Hospitality” not hospital atmosphere
 Donor information and education materials
available and up-to-date
 Donor is asked to fill in donor questionnaire
 Help and translation available when needed

BDP92.1
of 21
DONOR 2.2
DONOR 5.1
 Donor registration

 Prompt, efficient and accurate process

 Identification of the donor
 Comparison of donor history
 Information from the donor
 Donor registration
 Manual
 Computerized

BDP10
2.1of 21 DONOR 2.2
DONOR 5.1

Donor identification
 Minimum information for registration
 Personal data: name, gender, date of birth
 Address and telephone number
 Record of previous donations and deferrals, if any
 Unique identifying characteristics: e.g. rare blood group

 Additional information to form the donor’s profile

 Unique donor number
 Unique donation number
 Other information relating to the donor and donation

BDP112.1of 21 DONOR 2.2

DONOR 5.1

Donor history

 Comparison with previous records

 To prevent early blood donation
 To detect donors who have previously been deferred:
e.g. positive TTI markers, high risk behaviour, medical
conditions
 To detect donors who have had serious adverse
reactions in the past

 Review of donor questionnaire, completed by

donor before each donation

BDP12
2.1of 21 DONOR 2.2
DONOR 5.1
 Donor records system

 Accurate, clear and up to date

 Current information obtained and recorded for
each donation
 Retrievable within a defined timeframe
 Access limited to authorized staff
 Donor register/database
 Manual
 Computerized

BDP13
2.1of 21 DONOR 2.2
DONOR 5.1

Purpose of donor records

 Legal requirement
 Traceability: from donor to recipient
 Donor follow-up
 Donor communication and recall
 Donor recognition and awards
 Planning, monitoring and evaluation
 Source of information for operational research

BDP14
2.1of 21 DONOR 2.2
DONOR 5.1

Confidentiality of donor records

 Confidentiality is critical in management of donor

records
 To protect donors
 To maintain trust between the donor and the BTS
 To maintain the integrity and credibility of the BTS
 Donor records/data must be stored securely at all
times in compliance with local regulations
 Only designated staff should have access to donor
records/data
BDP15
2.1of 21 DONOR 2.2
DONOR 5.1
 Donor records

 Donor enrolment record

 Unique donor number
 Personal details: name, age, contact details
 Blood group

 Donor’s informed consent on donor enrolment

record
 Signed by the donor
 Confirms that donor has been informed of the process
and possible outcome

BDP16
2.1of 21 DONOR 2.2
DONOR 5.1

Donor records

 Donation history: record of each donation

 Unique donation number
 Date of donation
 Site of donation
 Medical history
 Basic health check
 Deferral information
 Donation incidents: e.g. reactions, fall
 Blood screening results

BDP17
2.1of 21 DONOR 2.2
DONOR 5.1

Donor records

 Donor follow-up
 Post-donation counselling
 Referral for medical care
 Referral for counselling for TTIs
 Date on which the donor is due to donate blood
again
 Donor's preferred method of communication

BDP18
2.1of 21 DONOR 2.2
DONOR 5.1
 Monitoring and evaluation

 The quality of the donor care process should be

monitored and evaluated regularly in order to
determine its effectiveness
 The following indicators could be monitored
 Number of regular voluntary donors
 Number of new voluntary donors
 Number of deferred donors: temporary and permanent
 Donor feedback system

BDP19
2.1of 21 DONOR 2.2
DONOR 5.1

Key points

 Quality donor care is essential to ensure donor

well-being and satisfaction
 Social interaction between the donor and the staff
is a key component of donor care
 Donor records systems may be manual or
computerized – but must be comprehensive,
accurate and up to date
 Confidentiality of donor records must be
maintained at all times
BDP20
2.1of 21 DONOR 2.2
DONOR 5.1

Learning outcomes
You should now be able to:
 Identify factors that may compromise the comfort
and safety of the donor
 Explain the importance of the process of donor
registration
 Identify the information that should be included in
donor records

BDP21
2.1of 21 DONOR 2.2
DONOR 5.1
Retaining
Safe Voluntary
Blood Donors
DONOR 4.6

Core topics

 Importance of donor retention

 Prerequisites for donor retention
 Donor satisfaction
 Donor recognition
 Promoting donor loyalty
 Public relations and media campaigns

2 of 15 DONOR 4.6

Why retain donors?

 Retaining eligible voluntary donors is more

cost-effective than recruiting new donors
 Regular voluntary donors are the key to an
adequate, sustainable and safe blood supply
 Stable donor base enables blood donor sessions
to be planned to meet blood collection targets

3 of 15 DONOR 4.6
Why retain donors?

 Regular voluntary donors are safer than new donors

 Understand importance of health and healthy lifestyles
 Well-informed about criteria for deferral:
 Unlikely to withhold information about why they may be unsuitable
to donate blood
 Higher self-deferral/self-exclusion rate, when appropriate
 Lower deferral rate at donor sessions
 Lower prevalence of transfusion-transmissible infections
(TTIs) in donated blood
 Regular screening of their blood

4 of 15 DONOR 4.6

Why retain donors?

 Regular voluntary donors

 Are dependable and willing to give blood in an
emergency, as well as on a regular basis
 Have experience in donating blood and therefore can
be dealt with more quickly in the donor clinic
 Can be highly effective donor recruiters

5 of 15 DONOR 4.6

Criteria for a regular voluntary donor

 At least two previous voluntary donations

 Meets donor selection criteria
 Has tested negative for TTIs on previous donations
 Has donated blood in the last year
 Has not posed any problems during blood
donation, such as fainting or having poor veins
 Can be easily contacted by the blood centre
 Can reach a blood donation site without difficulty

6 of 15 DONOR 4.6
The keys to donor retention

 Make donors want to return

 Make it easy for them to return
 Make them glad they returned
 Make them want to become regular donors
 Make them proud to be regular donors
 Make them want to bring in new voluntary donors

7 of 15 DONOR 4.6

Prerequisites for donor retention

 Staff responsible for donor retention

 Efficient donor records system
 Donor recall system and appointments for donation
 Recall of temporarily deferred and inactive donors
 Accessible, convenient blood donor sessions
 Information about the timing and location of blood
donor sessions

8 of 15 DONOR 4.6

Donor satisfaction

 Receive information and reassurance

 Recognize the importance of their individual
donation of blood
 Requested to donate blood regularly
 Sense of duty and social responsibility
 Sense of belonging to a special group of people
 Appreciation by blood service and wider community

9 of 15 DONOR 4.6
Donor satisfaction

 Friendly, courteous and trained staff

 Professionalism and quality in blood donation
process
 Understand the reasons for donor selection
 Safe and pleasant donation experience
 Maintenance of confidentiality
 Response to donor feedback or complaints

10 of 15 DONOR 4.6

Donor recognition

 Donor recognition and incentives should not

undermine the concept of voluntary blood donation
 Acceptable incentives
 Personal record of donations
 Milestone awards: e.g. badges, pins, certificates
 Awards ceremonies
 Recognition celebrations: e.g. World Blood Donor Day
 Other communications: e.g. birthday card

11 of 15 DONOR 4.6

Promoting donor loyalty

 Involvement of donors in donor networks and

organized activities: e.g. World Blood Donor Day
 Blood donor organizations
 Youth donor programmes: e.g. Pledge/Club 25
 Regular blood donor sessions
 Workplaces
 Educational institutions
 Community blood drives

12 of 15 DONOR 4.6
Keeping blood donation in the public eye

 Public relations and media campaigns

 Acknowledge and thank voluntary donors
 Publish human interest stories about donors and
recipients of blood
 Reinforce the importance of regular donation
 Provide information on blood stocks and blood
requirements
 Publicize blood donor sessions: fixed and mobile
 Issue special appeals for donors: e.g. before holiday
periods, blood shortages

13 of 15 DONOR 4.6

Key points

 Donor satisfaction is the foundation of donor

retention
 Donor retention depends on efficient donor
records and recall system
 Build partnerships in donor retention
 Target public relations campaigns on existing
donors as well as potential donors

14 of 15 DONOR 4.6

Learning outcomes

You should now be able to:

 Recognize the importance of investing time and
resources in donor retention
 Identify the requirements for an effective donor
retention programme
 Suggest strategies to promote donor loyalty

15 of 15 DONOR 4.6
Managing Records
for a Blood Donor
Programme
DONOR 2.5

Core Topics

 Uses of donor records and registers

 Types of records
 Confidentiality of donor data

2 of 27 DONOR 2.5

Using donor records

 Accurate records benefit both the donors and the

recipients of blood
 Contribute to the efficient operation of the blood
collection programme
 Particularly important in developing a panel of
regular voluntary non-remunerated donors

3 of 27 DONOR 2.5
Uses of donor records and registers

 Donor follow-up
 Donor communication and recall
 Donor recognition and awards
 Planning, monitoring and evaluation
 Source of information for research

4 of 27 DONOR 2.5

Core records

 Individual donor record

 Donor clinic register
 Record of venues available for mobile sessions
 Donor session analysis form
 Donation screening reports
 Regular donor panel register
 Register of donors with less common blood types
 Temporary donor deferral record
5 of 27 DONOR 2.5

Individual donor record

 Donor deferral
 Donor follow-up
 Post-donation counselling
 Referral for medical care
 Referral for counselling for TTIs
 Date on which the donor is due to donate blood
again
 Donor's preferred method of communication

6 of 27 DONOR 2.5
Donor clinic register

 To record further information on

 Donors
 Donated blood
 Serves as permanent record
 Donations
 Venue of the blood collection session
 Laboratory results
 Blood unit identified by a unique donation number
or code, but not by name of donor
7 of 27 DONOR 2.5

Record of venues for mobile sessions

 Details of persons to be contacted

 Special features of the venue
 Number of donations collected on previous visits

8 of 27 DONOR 2.5

Donor session analysis form

 Suitability of venue
 Location
 Accessibility
 Facilities: donor care, confidentiality

 Staff requirements
 Cost-effectiveness of venue
 Distance from blood centre
 Number of donations collected
 Number of deferrals

9 of 27 DONOR 2.5
Donation screening reports

 Useful in monitoring effectiveness

 Donor information and education: self-deferral
 Donor selection and counselling: deferral
 Records must be kept confidential

10 of 27 DONOR 2.5

Regular donor panel register/database

 Created from records of donations

 Provides a list of regular, dependable donors in
each blood group
 Can be used in conjunction with donors’ records
of donations when particular blood groups are
needed
 Ensures that only donors who are due to give
blood again are recalled

11 of 27 DONOR 2.5

Rare donor panel register/database

 Rare blood types vary in different populations

 Identify less common blood groups: e.g. O
negative / B negative / AB negative
 Create a panel of rare blood donors

12 of 27 DONOR 2.5
Record of temporary donor deferrals

 Record of donors temporarily deferred by each

donor clinic team
 Recorded under the dates when they can be
accepted again
 Use to contact the donors when it is safe for them
to give blood again

13 of 27 DONOR 2.5

Other uses of donor records

 Donor incentives and rewards

 Statistics
 The recipients of donated blood

14 of 27 DONOR 2.5

Statistics

 Vital source of information for planning,

operations and monitoring
 Most accurate means of evaluating the
effectiveness of donor education, recruitment
and selection policies
 Must be accurate and easily accessible

15 of 27 DONOR 2.5
Useful statistics
 One-time donors vs repeat donors
 Analysis of laboratory results for TTIs in relation
to the venues/age/sex of donors
 Analysis of clinic consumables used: e.g. blood
bags or donor refreshments
 Analysis of adequacy of staffing levels in relation
to the number of donors
 Epidemiology of TTIs in the donor population

16 of 27 DONOR 2.5

Traceability

 Essential to be able to contact the recipient if the

donor was in the ‘window period’ at time of
donation and tests seropositive at next donation
 If a patient claims that he/she has been infected
from blood transfusion, the donor whose blood
has been used can be contacted and recalled for
retesting in order to identify the source of
infection

17 of 27 DONOR 2.5

Uses of donor data

 Monitor effectiveness of donor education and

recruitment strategies
 Number of donors
 Types of donor: voluntary, family/replacement, paid
 Donor characteristics: age, gender
 Deferrals: temporary and permanent
 Prevalence of TTIs in donor populations
 Trends in response to donor education strategies
 Plan future donor education and recruitment
campaigns
18 of 27 DONOR 2.5
Uses of donor data

 Monitor cost-effectiveness of blood donation sites

 Types of venue
 Location of venues
 Accessibility
 Acceptability to donors
 Prevalence of TTIs in donor populations at each venue
 Identify most suitable sites for future blood
donation sessions
 Maximize blood collections
 Repeat donors
 New donors
 Minimize seropositive donations
19 of 27 DONOR 2.5

Uses of donor data

 Plan blood donation sessions

 To meet blood requirements
 Blood groups
 Blood components
 To ensure efficiency and cost-effectiveness
 Staffing requirements for expected number of donors
 Equipment and consumables required: blood bags, donor
refreshments

20 of 27 DONOR 2.5

Donor recall and retention

 Committed donors may return to donate

independently, but . . .
 Many donors respond best to:
 Individual invitations to donate
 Opportunity: well-advertised, regular blood donor
clinics in workplaces, educational institutions,
community venues

21 of 27 DONOR 2.5
Donor recall system

 Use preferred method of communication

 Promote donor loyalty
 Acknowledgement and thanks for previous donations
 Reminder of importance of donation
 Stories about recipients of blood
 Provide information about blood donation session
dates and venues

22 of 27 DONOR 2.5

Donor recall system

 Send recall notice in advance

 Appointments system
 More convenient for donors and staff
 Reduces time required for donation

23 of 27 DONOR 2.5

Donor recognition and awards

 Record of donations important in assessing

donors due to receive awards for recognition and
appreciation
 Incentives and awards usually appreciated by
donors
 Donation awards also for institutions regularly
hosting blood donation sessions

24 of 27 DONOR 2.5
Summary

 Accurate records of individual donors required to

develop a panel of regular voluntary NR and rare
blood donors
 Confidentiality of donor records must be
maintained at all times
 Donor records essential for
 monitoring blood collection programme
 enabling regular donors to be identified and
rewarded
 providing statistical information
 safeguarding the recipients of donated blood

25 of 27 DONOR 2.5

Key points

 Efficient donor records systems are essential for:

 Evaluating effectiveness of donor education strategies
 Planning blood donation sessions
 Donor recall
 Donor recognition
 Donor records systems may be manual or
computerized – but must be comprehensive and
accurate
 Confidentiality of donor information must be
maintained at all times
26 of 27 DONOR 2.5

Learning outcomes

You should now be able to:

 Identify the information that should be included in
donor records
 Outline the uses of donor records in planning
blood donation sessions, donor recall, recognition
and retention

27 of 27 DONOR 2.5
 BLOOD DONOR HISTORY QUESTIONNAIRE

Date: 20 MBD Site / Collection Venue:

DD (Day/Aldaw) Month in Words YR (Year/Taon)
Time of Arrival at Venue: AM
: PM
PERSONAL DATA:
Name: _______________________________________________________________________________________________________________
(Surname / Apelyido) (First Name/Given Name) (Middle Name)

Mother’s Maiden Name: Gender: [ ] Male Civil Status: [ ]Single / [ ] Single with Partner
(Sa babaeng may asawa o kasal) Apelyido ng Ina ng Dalaga pa/ Apelyido kan Ina kan Daraga pa
[ ] Female [ ] Married / [ ] Widow / [ ] Separated
Date of Birth: Age: ______ Nationality: [ ]Filipino [ ]Other __________________________
DD (Day/Aldaw) Month in Words YR (Year/Taon)

Mobile Number: E-mail Address: _______________________________________

Landline Number: Occupation (be specific): ________________________________
(Area Code)

Home Address: _________________________________________________________________________________________ Zip Code: __

No./Sreet/Subd/Zone Barangay City/Municipality Province

School and/or Company Name: _____________________________________________________________________________________________

Office/School Address: ________________ _________ Zip Code: __

Floor Building Name No. and Street Barangay City/Municipality Province

TYPE OF DONOR: [ ]Voluntary Non-remunerated [ ]New No. Of times donated ___________

[ ]Family/Replacement Donor [ ]Regular Last Donation Date ____/ ____/ ____
dd mm yr
[ ]Walk-In Donor [ ]Repeat
[ ]In-House [ ]Lapsed Place of Last Donation
[ ]Directed Donor Civil Status during Last Donation: S/SwithP/M/W/Separated
METHOD OF COLLECTION: [ ]Whole Blood (Conventional) [ ]Apheresis __________________
Instructions: All donors must undergo advocacy and pre donation counseling or must read the donor educational materials provided by the blood
bank staff before answering.
Are you: YES NO
1. Feeling healthy today?
2. Currently taking medication?
Have you taken any medication from the deferral list?
3. have you received any vaccination?
In the past 3 days:
4. Have you taken aspirin or anything that has aspirin in it?
5. FOR FEMALE DONORS: In the past 1 and ½ months (6 weeks)
Have you been pregnant or are you pregnant now? *I AM A MALE
Last Menstrual Period: ______________
In the past 12 weeks (3 months) have you:
6. Donated blood, platelet or plasma?
In the past 12 months have you:
7. Had a blood trasfusion?
8. Had surgical operation, dental extraction?
9. Had a tattoo, ear or body piercing, accidental contact with blood, needle –stick, and acupuncture?
10. Had sexual contact with high risk individuals?
11. Had sexual contact with anyone in exchange for material or monetary gain?
12. Had sexual contact with a person who has worked abroad?
13. Engaged in casual sex? Do you have an existing partner? ( )YES ( )NO
14. Lived with a person who has hepatitis?
15. Have you been imprisoned?
16. Have any of your relatives has creutzfeldt-Jakob (Mad Cow) disease?
Have you ever:
17. Lived outside your place of residence?
18. Lived outside the Philippines
19.Used needles to take drugs, steroids, or anything not prescribed by your doctor?
20. Used clotting factor concentrates?
Legend / Definition of Terms: In-House – a staff of the institution that came to donate his or her blood. Walk-In – any individual donating blood in a Blood Service Facility
New Donor – first time donation (no history of donation) Repeat Donor – donated blood or history of donation within 1 year period
Regular Donor – donates blood every 3 months Lapsed Donor – History of blood donation more than 1 year

BMC-F-LAB/BB-012 Rev. No. 2 Effectivity Date: March 1, 2019

Do you: YES NO
21. Known that if you have the AIDS/Hepatitis virus, you can give it to someone else though you may feel well
and have a negative HIV/Hepatitis test?
22. Had a positive test for the HIV/AIDS virus, Hepatitis virus, Syphilis or Malaria?
23. Had Hepatitis or yellowish discoloration of the skin or eyes?
24. Had Malaria?
25. Been told to have or treated for genital wart, syphilis, gonorrhea or other sexually transmissible infections?
26. Had any type of cancer, for example leukemia?
27. had a problems with your heart and lungs?
28. Had a bleeding condition or a blood disease?
29. Are you giving blood because you wanted to be tested for HIV or Hepatitis virus?
DONOR’S INFORMED CONSENT:
“I certify that I am the person referred to in all the entries, which were read and well understood by me. It is my
free and voluntary act to donate my blood, aware of its risks during and after extraction. The same have been explained to
me in understandable language and dialect that I speak.”
“I am voluntarily giving my blood through BICOL MEDICAL CENTER-BLOOD BANK AND TRANSFUSION SERVICE. I
understand that my blood will be tested for Blood type, Hemoglobin, Malaria, Syphilis, Hepatitis B, Hepatitis C, and HIV*
and no official result will be released to me. If found reactive, I agree to have my blood submitted to National Reference
Laboratory for confirmatory testing. When confirmed to have the disease I agree to be referred to the appropriate facility
for counseling and further management. I certify that I have the best of my knowledge, truthfully answered the above
questions.”
 I DON’T HAVE A CONTACT NUMBER, I authorize the Brgy. Captain or the RHU Physician to be
Contacted in my behalf, in case of follow ups, and other concerns.
CONFIDENTIAL UNIT EXCLUSION (CUE)
If you feel that at any point during or after blood donation your blood is not suitable for transfusion please
Inform the blood service facility staff or Contact number of Blood service facility: 4723434 loc. 208 or E-mail us at
[email protected].
______________________________________________
DONOR’S SIGNATURE
BARCODE
STICKER Segment No. DONOR NO.______________________________

FOR BLOOD BANK PERSONNEL/MBD TEAM MEMBER ONLY

PHYSICAL EXAMINATION: Body weight: ______kg Blood pressure: ____/____ Pulse Rate: ________Temp: _____ Afebrile
General Appearance: ( ) Healthy Looking _______ Skin: ( ) Rashes ( ) Jaundice ( ) Tattoo Location _______
HEENT ( ) Cervical ( ) Icteric Sclerae ( ) Pink Palpabrae () Ear Piercing Heart and Lungs_______________
REMARKS
( ) Accepted / ESSENTIALLY NORMAL FINDINGS
( ) Temporarily Deferred Maximum Volume of blood to be collected
( ) Permanently Deferred ( ) 250ml ( ) 350ml ( ) 450ml ( ) 650ml
REASON/S OF DEFERRAL
( ) Low Hemoglobin
( ) Other Medical Conditions (under PE &Hx) ____________ __________________________________
( ) High Risk Behavior (under TTIs) _____________________ Blood Bank Officer / MBD Team Member
( ) Other reasons including travel, etc. __________________
SCREENED BY: Patient Name: ___________________________________
TEST RESULT
Signature over Printed Name Hospital: ___ BMC ___ NICC ___ SMJFH ___ ROA
BloodGroup: ___ MMG ___ BHAC ___ MSH ___ VTH
ABO/Rh ___Lourdes ___ SJH ___ OLMH___ LDH
Hemoglobin ______ g/dL [ ] Passed ___ BRGC (Bicol Sanitarium)
CuSO4/Non invasive _____ CuSO4 [ ] Failed Others:_________________________________
_____ FOR REP ______ FOR USE
IDEAL HEMOGLOBIN: MALE: 13.5 – 18.5 g/dL FEMALE: 12.5 – 17.5 g/dL

For Phlebotomist use only:

Blood bag: (S) Single (D) Double (T) Triple (Q) Quadruple (P) Pedia Bag (A) Apheresis
SEGMENT NUMBER: Time Started: am/pm Time Ended: am/pm
( ) Suitable ( )Not Suitable for Platelet / FFP Processing – more than 15 minutes Collection Time
Phlebotomist (ID No.): Donor Care Officer (DCO):
PhleboAffiliation ( ) BMC DCO Affiliation: ( ) BMC ( ) LGU / RHU ( )BRGY Others:_________
Signature of REMARKS :( ) Quantity Not Sufficient (QNS) Estimated Volume/Weight:
Phlebotomist: ( ) Failed Phlebotomy
Cold Chain Management: [ ] DHQ Form IDEAL VOLUME: 405 TO 495 ML
Properly packed and checked by: ________________________________ [ ] Blood Bag
Signature over Printed Name [ ] Test Tube(s) 1 ( ) 2 ( )
Post Donation Outcome: ( ) No Reaction [ ] Smear
( ) With Reaction/Specify: ___________________________________________________
[ ] Encoded Date: ______________ Encoder: ______________________________

DONATION ID NO.
 BLOOD REQUEST FORM (ADULT)

Patient Surname: First Name: M.I. Age: Sex: Date:

Complete Address (Barangay/ Municipality): Health Record No.
Attending Physician: ( ) Pay: ( ) Charity: Ward/ Room No.
Membership: GSIS/SSS/OCW/Dependent/Indigent
Clinical Impression:

Patient’s Blood Type: __________ Rh: __________ Latest Hemoglobin: _________ Latest Hematocrit Level: ____________
History of Previous Transfusion: ( ) Yes ( ) No. If Yes, When: _____________ No. of Units Transfused: ____________
History of Transfusion Reaction: ( ) Yes ( ) No. When: __________________ Cause: _________________________
PLEASE CHECK COMPONENT NEEDED AND INDICATION FOR TRANSFUSION:

( ) WHOLE BLOOD (WB) – Appropriate volume: 500ml – More than one (1) day old
( ) 1. Active bleeding with at least one of the following:
( ) a. Loss of blood over 15% of blood volume
( ) b. Hemoglobin less than 90 gm/L. Specify present hemoglobin level: _______________________________________
( ) c. Blood pressure decrease greater than 20 or less than 90mmHg systolic
( ) 2. Others. Please specify: _____________________________________________________________________________________
( ) PACKED RED BLOOD CELL (PRBC) – Approximate volume: 250ml
( ) 1. Hemoglobin less than 80 gm/L or hematocrit of less than 0.24 (24%)
( ) 2. Patient for operation/general anesthesia with one of the following:
( ) a. Preoperative hemoglobin of less than 80 gm/L or hematocrit of less than 0.24 (24%)
( ) b. Major operation with high probability of bleeding with a hemoglobin of less than 100 gm/L or
hematocrit of less than 0.30 (30%)
( ) c. Sign of hemodynamic instability or inadequate oxygen carrying capacity (symptomatic anemia)
( ) 3. Symptomatic anemia regardless of hemoglobin level (with dyspnea, syncope, postural hypotension,
tachycardia, chest pain, TIA)
( ) 4. Hemoglobin less than 80 gm/L or hematocrit less than 0.24 (24%) with concomitant hemorrhage, COPD,
coronary artery disease, homoglobinopathy, sepsis
( ) 5. Others. Please specify:
( ) WASHED RED BLOOD CELL (WRBC) – Approximate volume: 180ml
( ) 1. History of previous allergic reaction or anaphylactic reactions in immunocompromised patients
( ) 2. Transfusion of group “O” blood during emergencies when the specific blood is not immediately available
( ) 3. Paroxysmal nocturnal hemoglobinuria
( ) 4. Others. Please specify:
( ) PLATELET CONCENTRATE (PLATELET CON.) – Approximate volume: 50ml
( ) 1. Prophylactic administration with count less than 20,000 and not due to TTP,ITP or HUS
( ) 2. Active bleeding with platelet count less than 50,000
( ) 3. Platelet count of less than 50,000 and the patient to undergo invasive procedure within 8 hours
( ) 4. Platelet count of less than 100,000 with surgery to involve critial areas (eyes, brain, etc.)
( ) 5. Massive transfusion with diffuse micro-vascular bleeding with no time to obtain platelet count
( ) 6. Others. Please Specify:
( ) FRESH FROZEN PLASMA (FFP)
( ) Significant multiple coagulation factor deficiency or acquired factor deficiency (e.g. dengue shock syndrome)
( ) Significant congenital factor deficiency
( ) Anti-thrombin III deficiency
( ) Bleeding in exchange transfusion or massive transfusion (>1 Blood Volume)
Other Components: ______________________________

No. of Units Needed: _____________________________

Requested by: ________________________________, M.D. Received by: _________________________________, RMT/RN

Signature Over Printed Name Signature Over Printed Name
Date/Time: ____________________________________ Date/Time: _________________________________________

COMPLETE DATA AND INDICATION NEEDED BEFORE REQUEST IS TO BE PROCESSED

BMC-F-LAB/BB-019 Rev. No. 0 Effectivity Date: June 1, 2013

 BLOOD REQUEST FORM (PEDIA)
Date: ________________
Name of Patient: ______________________________________________ Age: ______ Sex: ___________
Last Name First Name Middle Name
Complete Address:
Attending Physician: ____________________________ Ward: ______ Room: ______ Health Record No. _________
Clinical Diagnosis: ________________________________________________________________________
Patient’s Blood Type: ________ Rh: ______ Type of Request: ( ) Routine ( ) Stat
History of previous Transfusion/Reaction: When: ________________ Where: __________________

Check Components Needed and Indication for Transfusion:

( ) WHOLE BLOOD (WB)

For Exchange Transfusion:
( ) Hyperbilirubinemia in infant with indirect bilirubin of 20 mg/dl in first week of life
( ) Hyperbilirubinemia with prematurity and/or other concomitant illness to include one or
more of the following: Prenatal asphyxia, acidosis, prolonged hypoxemia, hypothermia,
sepsis and hemolysis.
( ) Others (Specify) ____________________________________
( ) PACKED RED BLOOD CELLS (PRBC) / ( ) WASHED RED BLOOD CELLS (WRBC)
( ) Signs and symptoms of anemia (e.g. pallor, etc)
( ) Hypovolemia from acute blood loss with signs of shock or anticipated blood loss of >10%
( ) Candidates for Major Surgery and Hematocrit <30% (Noturnal<35%)
( ) Hypertransfusion for chronic-hemolytic anemias: (Thalassemia)
( ) Hemoglobin 13 gm(Hct.40) and assisted ventilaton
( ) Anemia with Hgb<8 gm/dl or Hct. <25%)
( ) Blood Volume reduction of 10 ml/kg with Hct 45% in newborn less than 4 months of age.
( ) Pulmonary disease or congenital heart disease with Hct 40% - 45%
( ) Others (Specify) ______________________________________
( ) PLATELET CONCENTRATE (Platelet Con)
( ) Active bleeding and thrombocytopenia < 50,000/L or at risk for intracranial hemorrhage
( ) Active bleeding and qualitative defect
( ) Prophylaxis for severe thrombocytopenia <20,000/L or associated qualitative defect
( ) Schedule invasive procedure and thrombocytopenia <70,000/L or associated qualitative
defect
( ) Others (Specify) _______________________________________
( ) FRESH FROZEN PLASMA (FFP)
( ) Significant multiple coagulation factor deficiency or acquired factor deficiency (e.g.
dengue shock syndrome)
( ) Significant congenital factor deficiency
( ) Anti-thrombin III deficiency
( ) Bleeding in exchange transfusion or massive transfusion (>1 Blood Volume)
( ) CRYOPRECIPITATE
( ) Factor VIII Deficiency (Hemophilia A)
( ) Von Willebrands Disease
( ) Disseminated Intravascular Coagulation
( ) Uremia with active bleeding or schedule invasive procedure
( ) Others (Specify) ______________________________________
( ) OTHER BLOOD COMPONENT (Specify) ________________________________________
Indication: ___________________________________________________________

Number of Units Needed: _______

__________________________,MD
Requesting Physician
(Signature over Printed Name)
For Blood Bank Personnel:
Received by: ______________________________________________ Date/Time: _________________________________________

BMC-F-LAB/BB-020 Rev. No. 0 Effectivity Date: June 1, 2013

Managing Adverse
Donor Reactions
DONOR 5.6

Core topics
 Types of adverse donor reaction
 Preventing adverse reactions
 Immediate management of adverse reactions
 Requirements for managing adverse reactions

BDP22.1
of 14
DONOR 2.2
DONOR 5.6

Types of adverse donor reaction

 Local reactions due to complications of the
venepuncture: e.g.
 Bruising, haematoma, allergy, infection, nerve injury,
arterial puncture
 Accidents: e.g.
 Falls

BDP32.1
of 14
DONOR 2.2
DONOR 5.6
 Types of adverse donor reaction
 Systemic reactions
 Usually due either to vasovagal effects or
hypovolaemia
 Other severe systemic reactions include seizures,
myocardial infarction, cerebrovascular accidents,
tetany

BDP42.1
of 14
DONOR 2.2
DONOR 5.6

Preventing adverse donor reactions

 Before blood donation
 Donor information
 Careful donor selection process with regard to
medical conditions and previous donation history

 Use of simple, evidence-based and cost-effective

methods to reduce donor reactions: e.g.
 Increased fluid intake before donation, especially for
young donors

BDP52.1
of 14
DONOR 2.2
DONOR 5.6

Preventing adverse donor reactions

 During blood donation, extra care for:
 First-time donors
 Young donors
 Female donors
 Anxious donors

 After blood donation

 Appropriate resting time
 Refreshments
 Postdonation instructions
 Close monitoring, especially of susceptible donors
BDP62.1
of 14
DONOR 2.2
DONOR 5.6
 Managing adverse donor reactions
 Donor safety and well-being is a priority
 Early and prompt treatment is required
 To minimize the severity of the reaction
 To prevent it from worsening
 Appropriate management
 Minimizes negative donor perceptions resulting from
the reaction
 Encourages the likelihood of donor return

BDP72.1
of 14
DONOR 2.2
DONOR 5.6

Managing adverse donor reactions

 Reactions before blood is withdrawn
 Defer the donor and reschedule for another time

 Reactions during or after withdrawal of blood

 Secure the donor
 Discontinue the donation and remove the needle
 Continue to manage the reaction appropriately
 Provide advice on specific self-care

BDP82.1
of 14
DONOR 2.2
DONOR 5.6

Managing adverse donor reactions

 Provide reassurance and counselling
 Record the incident in individual donor record
 Report to the haemovigilance scheme
 Try to find the cause by following up on the
donor's history: medical and personal
 Contact the donor after leaving the donor clinic
 If multiple recurrence or severe reactions
 Discourage donor from donating again
 Encourage donor to support donor recruitment

BDP92.1
of 14
DONOR 2.2
DONOR 5.6
 Resources required
 Standard operating procedures
 Staff training in identifying and managing adverse
reactions, counselling and first aid measures
 Equipment for emergency management
 Fixed sites
 Mobile sites
 Donor information and education materials

BDP10
2.1of 14 DONOR 2.2
DONOR 5.6

Resources required

 Postdonation care instructions

 Documentation in individual donor record
 Reporting as part of haemovigilance system

BDP112.1of 14 DONOR 2.2

DONOR 5.6

Donor incidents

 Record of incidents at donor sessions

 Errors
 Accidents
 Donor reactions
 Follow-up of incidents
 Investigation
 Findings
 Corrective and preventive action

BDP12
2.1of 14 DONOR 2.2
DONOR 5.6
 Key points
 Donor well-being is the blood service’s top priority
 Good donor education and donor selection
procedures minimize the likelihood of adverse
reactions
 Adverse reactions must be managed
professionally with the health and safety of the
donor being the first concern

BDP13
2.1of 14 DONOR 2.2
DONOR 5.6

Learning outcomes
You should now be able to:
 Identify the measures needed to minimize the risk
of adverse donor reactions
 Identify the basic requirements for the
management of adverse donor reactions

BDP14
2.1of 14 DONOR 2.2
DONOR 5.6