What are the initial steps for a hepatitis B (HBV) workup?

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Last updated: September 4, 2025View editorial policy

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Initial Hepatitis B Workup

The initial hepatitis B workup should include serologic testing for HBsAg, anti-HBs, and anti-HBc, along with liver function tests, HBV DNA quantification, and HBeAg/anti-HBe to determine infection status and guide management. 1

Serologic Testing

Essential Serologic Markers

  • HBsAg (Hepatitis B surface antigen): Primary marker for active infection; persistence beyond 6 months indicates chronic infection
  • Anti-HBs (Antibody to HBsAg): Indicates immunity (from vaccination or resolved infection)
  • Anti-HBc (Total core antibody): Indicates previous or ongoing HBV infection
  • IgM anti-HBc: Marker for acute infection; detectable for approximately 6 months
  • HBeAg/anti-HBe: Markers of viral replication status and infectivity

Interpretation of Serologic Results

  • Acute HBV infection: HBsAg positive, IgM anti-HBc positive
  • Chronic HBV infection: HBsAg positive for >6 months, total anti-HBc positive, IgM anti-HBc negative
  • Resolved infection: HBsAg negative, anti-HBs positive, anti-HBc positive
  • Vaccine-induced immunity: HBsAg negative, anti-HBs positive, anti-HBc negative
  • Isolated anti-HBc: May indicate occult HBV infection, window period, or false positive

Laboratory Assessment

Liver Disease Assessment

  • Complete blood count with platelets
  • Liver function tests (AST, ALT, alkaline phosphatase, GGT, bilirubin)
  • Albumin and prothrombin time (to assess synthetic function)
  • Alpha-fetoprotein (baseline for HCC screening)

Viral Replication Assessment

  • HBV DNA quantification (viral load)
  • HBeAg/anti-HBe status

Coinfection Screening

  • Anti-HCV (hepatitis C virus)
  • Anti-HDV (hepatitis D virus) in high-risk individuals
  • HIV testing in high-risk individuals
  • IgG anti-HAV (to assess hepatitis A immunity) 1

Liver Disease Staging

  • Non-invasive assessment of fibrosis (transient elastography/FibroScan if available)
  • Liver biopsy may be considered in selected patients with elevated or fluctuating ALT levels to assess inflammation and fibrosis 1

Imaging

  • Baseline ultrasound for all HBsAg-positive persons ≥20 years old to screen for hepatocellular carcinoma 1

Additional Considerations

Vaccination Status

  • Check hepatitis A immunity (IgG anti-HAV) and vaccinate if non-immune
  • Vaccinate household and sexual contacts against HBV if non-immune

Risk Factor Assessment

  • Family history of HBV infection and HCC
  • Alcohol consumption and drug use
  • Risk factors for coinfections

Common Pitfalls to Avoid

  1. Missing occult HBV infection: In patients with isolated anti-HBc, consider HBV DNA testing to rule out occult infection, especially in immunocompromised patients.

  2. Misinterpreting the window period: During the window period between disappearance of HBsAg and appearance of anti-HBs, IgM anti-HBc may be the only detectable marker.

  3. Failing to screen for coinfections: HBV patients should be screened for HDV, HCV, and HIV as appropriate based on risk factors.

  4. Overlooking HCC surveillance: All chronic HBV patients need appropriate HCC surveillance, particularly those at higher risk (Asian men >40 years, Asian women >50 years, Africans >20 years, cirrhotics, and those with family history of HCC). 1

  5. Neglecting hepatitis A vaccination: Hepatitis A vaccination is crucial as coinfection with HAV in HBV carriers increases mortality risk 5.6- to 29-fold. 1

By following this comprehensive approach to hepatitis B workup, clinicians can accurately diagnose the infection status, assess disease severity, and determine appropriate management strategies to reduce morbidity and mortality associated with chronic HBV infection.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 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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