What are the guidelines for evaluating and managing anaemia?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: August 5, 2025View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Guidelines for Evaluating and Managing Anemia

The evaluation of anemia should begin with hemoglobin measurement, with anemia defined as hemoglobin <135 g/L in adult males and <120 g/L in adult females, followed by a systematic workup to determine the underlying cause before initiating appropriate treatment. 1, 2

Initial Evaluation

Diagnosis of Anemia

  • Definition thresholds:

    • Males ≥18 years: Hemoglobin <135 g/L
    • Females ≥18 years: Hemoglobin <120 g/L 1
  • Special populations where standard definitions may not apply:

    • Pregnancy or menstruating women
    • Individuals living at high altitude
    • Smokers
    • Men aged ≥70 years
    • Non-Caucasian race
    • Chronic lung disease
    • Hemoglobinopathy 1

Laboratory Assessment

  1. Complete Blood Count (CBC):

    • Hemoglobin measurement is preferred over hematocrit as it's more reproducible across laboratories 1
    • Mean Corpuscular Volume (MCV) for classification:
      • Microcytic (low MCV): Suggests iron deficiency, thalassemia, or anemia of chronic disease
      • Normocytic (normal MCV): Suggests anemia of chronic disease, renal disease, or early deficiency
      • Macrocytic (high MCV): Suggests vitamin B12/folate deficiency or medication effects 1
  2. Reticulocyte count:

    • Evaluates bone marrow response to anemia
    • Low count suggests defective red cell production
    • High count suggests hemolysis or blood loss 1
  3. Iron studies:

    • Serum ferritin: Assesses tissue iron stores
    • Transferrin saturation: Evaluates iron available for erythropoiesis
    • In non-dialysis CKD patients, ferritin <25 ng/ml in males and <11 ng/ml in females indicates insufficient iron stores 1
    • Transferrin saturation may be more reliable than ferritin in CKD patients as it's less affected by inflammation 1, 2
  4. Additional tests:

    • Vitamin B12 and folate levels to rule out nutritional deficiencies 2
    • If abnormalities in multiple cell lines (white cells, red cells, platelets), hematology consultation is warranted 1

Management Approach

Iron Deficiency Management

  1. Oral iron supplementation:

    • First-line therapy for iron deficiency 2
    • Continue for 2-3 months after hemoglobin normalizes to replenish iron stores 2
    • In patients with gastrointestinal symptoms or inadequate response, consider IV iron 2
  2. Evaluation for blood loss:

    • In non-dialysis CKD patients with iron deficiency without known causes, evaluate for gastrointestinal bleeding 1
    • Referral to gastroenterology may be indicated to rule out GI malignancy 1

Erythropoiesis-Stimulating Agents (ESAs)

  1. Indications:

    • Consider ESAs if hemoglobin falls below 10 g/dL despite iron repletion 2, 3
    • Primarily indicated for anemia due to:
      • Chronic kidney disease
      • Zidovudine therapy in HIV infection
      • Myelosuppressive chemotherapy (with at least 2 months of planned chemotherapy)
      • Reduction of allogeneic blood transfusions in elective surgery 3
  2. Dosing:

    • CKD patients: Initial dose 50-100 Units/kg three times weekly 3
    • Cancer patients on chemotherapy: 40,000 Units weekly or 150 Units/kg three times weekly 3
  3. Safety considerations:

    • Target hemoglobin should not exceed 12 g/dL due to increased risk of stroke and thromboembolic events 2, 3
    • Use the lowest effective dose to reduce need for transfusions 3
    • Monitor blood pressure with each dose 2

Monitoring Recommendations

  1. Hemoglobin monitoring:

    • In CKD patients: At least yearly, more frequently in diabetics 1
    • During ESA treatment: Every 2-4 weeks initially, then monthly once stable 2
    • For hemodialysis patients: Measure predialysis hemoglobin before midweek session 1
  2. Iron status monitoring:

    • Every 3 months during treatment 2
    • Adjust iron supplementation based on ferritin and transferrin saturation levels 1
  3. Other monitoring:

    • Renal function: Regularly, with adjustment of anemia management as needed 2
    • Blood pressure: With each dose of erythropoietin 2

Special Considerations

Chronic Kidney Disease

  • Anemia prevalence increases as kidney function declines 1
  • Anemia in CKD is associated with higher mortality and faster progression to end-stage renal disease 1
  • Transferrin saturation is more reliable than ferritin for assessing iron status due to less influence from inflammation 1

Preoperative Setting

  • Evaluate hemoglobin approximately 28 days before elective surgery to allow time for correction 1
  • Target preoperative hemoglobin within normal WHO range 1
  • For surgical patients, ESA dosing options include 300 Units/kg daily for 15 days or 600 Units/kg weekly 3
  • Deep venous thrombosis prophylaxis is recommended due to increased thrombotic risk 3

Cancer-Related Anemia

  • ESAs are only indicated for anemia from myelosuppressive chemotherapy, not for patients receiving hormonal agents, biologics, or radiotherapy alone 3
  • ESAs should not be used when the anticipated outcome of chemotherapy is cure 3
  • Discontinue ESAs following completion of chemotherapy course 3

Pitfalls and Caveats

  1. Ferritin interpretation:

    • Ferritin is an acute-phase reactant and may be elevated in inflammatory states regardless of iron stores 1
    • Traditional thresholds (12 mg/L) may not identify iron deficiency in patients with inflammation 1
    • Ferritin >100 mg/L generally confirms presence of stored iron in non-CKD patients 1
  2. ESA risks:

    • Targeting hemoglobin >11 g/dL increases risk of death, myocardial infarction, and stroke 3
    • In cancer patients, ESAs may increase risk of tumor progression or recurrence 3
  3. Comprehensive evaluation:

    • Never assume anemia is solely due to one cause (e.g., CKD) without thorough evaluation 2
    • Always evaluate for nutritional deficiencies, chronic inflammation, and other causes 1, 2
  4. Timing of measurements:

    • For hemodialysis patients, use predialysis hemoglobin levels as postdialysis levels vary with fluid removal 1
    • Preferably measure before midweek dialysis session due to significant variations between 2-day and 3-day intervals 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Chronic Kidney Disease Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.