What is the initial workup and treatment for a patient with suspected anemia?

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Initial Workup and Treatment for Suspected Anemia

The initial workup for anemia should include a complete blood count (CBC) with indices, reticulocyte count, peripheral blood smear examination, iron studies (ferritin, transferrin saturation, TIBC), and inflammatory markers to determine the underlying cause. 1

Diagnostic Thresholds

  • Anemia is defined as hemoglobin concentrations below:
    • Males: <13.5 g/dL
    • Females: <12.0 g/dL 1

Initial Evaluation Algorithm

  1. Complete Blood Count (CBC) with indices

    • MCV classification:
      • Microcytic (MCV <80 fL)
      • Normocytic (MCV 80-100 fL)
      • Macrocytic (MCV >100 fL) 1
  2. Reticulocyte count

    • Low: Suggests decreased production
    • High: Suggests blood loss or hemolysis 1
  3. Iron studies

    • Serum ferritin
    • Transferrin saturation
    • Total iron binding capacity (TIBC) 1
  4. Additional tests based on MCV classification:

    • Microcytic anemia:
      • Iron studies (ferritin <30 μg/L indicates iron deficiency)
      • Hemoglobin electrophoresis (if thalassemia suspected)
    • Normocytic anemia:
      • Inflammatory markers (ESR, CRP)
      • Renal function tests
      • Thyroid function tests
    • Macrocytic anemia:
      • Vitamin B12 and folate levels
      • Liver function tests
      • Reticulocyte count 1, 2

Differential Diagnosis Based on Classification

Microcytic Anemia

  • Iron deficiency anemia
  • Thalassemia
  • Anemia of chronic disease (can be microcytic or normocytic)
  • Sideroblastic anemia 1

Normocytic Anemia

  • Acute blood loss
  • Hemolytic anemia
  • Anemia of chronic disease/inflammation
  • Aplastic anemia
  • Renal disease 1, 2

Macrocytic Anemia

  • Vitamin B12 deficiency
  • Folate deficiency
  • Liver disease
  • Alcoholism
  • Myelodysplastic syndrome 1, 2

Key Distinguishing Features

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%

Treatment Approach

Iron Deficiency Anemia

  1. Oral iron supplementation

    • Ferrous sulfate 325 mg daily or on alternate days
    • Continue for 3-6 months after hemoglobin normalization to replenish stores 1
    • Monitor response with repeat CBC in 2-4 weeks
  2. Parenteral iron therapy when:

    • Oral iron not tolerated
    • Malabsorption present
    • Ongoing blood loss exceeds oral replacement capacity 3

Vitamin B12 Deficiency

  1. Pernicious anemia

    • Parenteral vitamin B12 is the recommended treatment (lifelong)
    • Initial dose: 100 mcg daily for 6-7 days (IM or deep subcutaneous)
    • Maintenance: 100 mcg monthly for life 4
  2. Normal intestinal absorption

    • Oral B12 supplementation for maintenance after initial parenteral treatment 4

Anemia of Chronic Disease

  1. Treat underlying inflammatory condition rather than focusing solely on iron supplementation 1
  2. Iron supplementation only if concurrent iron deficiency is confirmed 1
  3. Consider erythropoiesis-stimulating agents (ESAs) if inadequate response to iron alone
    • Target Hb of 10-11 g/dL
    • Monitor Hb every 2-4 weeks initially, then monthly 1

Special Considerations

High-Risk Populations

  • Women (menstruating or pregnant)
  • Athletes (especially female runners)
  • Vegetarians/vegans
  • Patients with GI surgery (especially bariatric surgery)
  • Patients with inflammatory conditions (e.g., IBD) - require more frequent monitoring 1

Monitoring Requirements

  • For patients with GFR <30 ml/min per 1.73 m², hemoglobin should be checked at least every three months 5
  • For patients with inflammatory conditions, monitor every 3 months 1

Potential Pitfalls

  • Misdiagnosing ACD as iron deficiency - check MCV and TIBC carefully
  • Failure to investigate underlying cause - especially in men and postmenopausal women with iron deficiency anemia
  • ESA risks - increased risk of venous thromboembolism (1.5-fold)
  • Transfusion risks - alloimmunization, volume overload, and iron overload with repeated transfusions 1

Remember that anemia is often a symptom of an underlying disorder that requires diagnosis and treatment, not just correction of the hemoglobin level.

References

Guideline

Anemia Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Anemia: Evaluation of Suspected Anemia.

FP essentials, 2023

Research

Iron deficiency anemia: evaluation and management.

American family physician, 2013

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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