What is the first step to evaluate iron deficiency (ID) anemia?

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First Step in Evaluating Iron Deficiency Anemia

The first step to evaluate iron deficiency anemia is to confirm the diagnosis with laboratory testing, specifically hemoglobin level and serum ferritin. 1, 2

Diagnostic Criteria for Iron Deficiency Anemia

Iron deficiency anemia is defined by:

  • Hemoglobin < 13 g/dL in men or < 12 g/dL in non-pregnant women, AND
  • Ferritin < 45 ng/mL 1

Key Laboratory Tests

  1. Complete Blood Count (CBC) with indices

    • Hemoglobin level
    • Red cell indices (MCV, MCH, MCHC)
    • Peripheral blood smear evaluation
  2. Iron Studies

    • Serum ferritin (most powerful test for iron deficiency) 1
    • Serum iron
    • Total iron-binding capacity (TIBC)
    • Transferrin saturation

Interpretation of Laboratory Results

Parameter Iron Deficiency Anemia Anemia of Chronic Disease
MCV Low (microcytic) Normal
Serum iron Low Low
TIBC High Low/Normal
Ferritin < 30 μg/L > 100 μg/L
Transferrin saturation < 15% < 20%

Important Considerations

  • Ferritin interpretation: Since ferritin is an acute phase reactant, levels should be interpreted in the context of patient-specific conditions, such as chronic kidney disease and underlying inflammatory states 1
  • Sensitivity of CBC alone: Relying solely on hemoglobin and hematocrit without measuring iron status indicators may miss iron depletion that could quickly progress to deficiency 3
  • Reticulocyte count: Helps assess bone marrow response to anemia; low reticulocyte index indicates decreased production 2

Next Steps After Diagnosis

After confirming iron deficiency anemia, the evaluation should proceed based on patient demographics:

  • All postmenopausal women and all men: Upper and lower GI investigations should be considered unless there is a history of significant overt non-GI blood loss 1

  • All patients: Should be screened for celiac disease 1

  • Premenopausal women: Screening for celiac disease is recommended, but other GI investigations should be based on clinical judgment 1

Common Pitfalls to Avoid

  1. Relying solely on hemoglobin/hematocrit: These decrease only when severe iron depletion is present and can be misleading 3

  2. Failing to interpret ferritin in context: In inflammatory states, ferritin may be falsely elevated despite iron deficiency 1, 2

  3. Missing underlying causes: GI blood loss from colonic or gastric cancer and malabsorption in celiac disease are important causes that need to be identified 1

  4. Delaying investigation: The lower the hemoglobin, the more likely there is serious underlying pathology and the more urgent the need for investigation 1

By following this systematic approach to diagnosis, clinicians can accurately identify iron deficiency anemia and proceed with appropriate investigations to determine the underlying cause, ultimately improving patient outcomes.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Anemia Diagnosis and 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.

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