What is the initial workup and treatment for iron deficiency anemia?

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Iron Deficiency Anemia Workup and Treatment

The initial workup for iron deficiency anemia should include serum ferritin (using a cutoff of 45 ng/mL for diagnosis), complete blood count, and screening for celiac disease, followed by bidirectional endoscopy for men and postmenopausal women with newly diagnosed IDA. 1

Diagnostic Criteria

Iron deficiency anemia is diagnosed when:

  • Hemoglobin is below the lower limit of normal for the relevant population (<12 g/dL for women, <13 g/dL for men) 1, 2
  • Serum ferritin is <45 ng/mL (AGA recommended cutoff) 1, 2
  • Transferrin saturation is <20% 2

Additional laboratory findings may include:

  • Elevated total iron binding capacity (TIBC)
  • Low serum iron
  • Microcytic, hypochromic red blood cells

Initial Workup

  1. Laboratory testing:

    • Complete blood count
    • Serum ferritin
    • Transferrin saturation
    • Serum iron and TIBC
  2. Screening for celiac disease:

    • Serological testing (found in 3-5% of IDA cases) 1
    • Small bowel biopsy at time of gastroscopy if serology positive
  3. Urinalysis/urine microscopy to rule out hematuria 1

  4. Endoscopic evaluation:

    • Bidirectional endoscopy (gastroscopy and colonoscopy) for:
      • Men with IDA
      • Postmenopausal women with IDA
      • Premenopausal women with IDA not explained by menstrual blood loss 1
    • CT colonography is a reasonable alternative for those not suitable for colonoscopy 1

Treatment Algorithm

  1. First-line treatment: Oral iron supplementation

    • Ferrous sulfate 324 mg (65 mg elemental iron) daily or on alternate days 2, 3, 4
    • Continue for 3 months after normalization of iron parameters to fully replenish stores 2
    • Take on empty stomach or with vitamin C to enhance absorption
    • Common side effects: constipation, nausea, abdominal discomfort
  2. For patients with oral iron intolerance or poor response:

    • Try alternate oral preparations (ferrous gluconate, ferrous fumarate)
    • Consider alternate-day dosing to improve absorption and reduce side effects
    • If still intolerant or poor response, consider IV iron 2, 5
  3. Intravenous iron indications:

    • Intolerance to oral preparations
    • Malabsorption conditions (celiac disease, post-bariatric surgery)
    • Active inflammatory bowel disease
    • Need for rapid iron repletion
    • Chronic kidney disease 2, 4

Monitoring Response to Treatment

  • Check hemoglobin after 2-4 weeks of treatment (good response: Hb rise ≥10 g/L within 2 weeks) 1, 2
  • Check ferritin and transferrin saturation after 4-8 weeks of treatment
  • Target values: ferritin >30 μg/L and transferrin saturation >16% 2
  • Continue monitoring iron parameters every three months for one year after normalization 2

Special Considerations

  • Premenopausal women: If heavy menstrual bleeding is the likely cause, gynecological evaluation may be needed
  • Persistent or recurrent IDA: Consider small bowel evaluation (capsule endoscopy) if bidirectional endoscopy is negative 1
  • Inflammatory conditions: Higher ferritin cutoffs may be needed for diagnosis as ferritin is an acute phase reactant 1, 2
  • Pregnant women: Higher iron requirements; may need 30-120 mg/day oral iron supplements 2

Pitfalls to Avoid

  1. Inadequate investigation: Failure to investigate the underlying cause of IDA, especially in men and postmenopausal women where GI malignancy is a concern
  2. Premature cessation of therapy: Iron therapy should continue for 3 months after normalization of parameters
  3. Misinterpreting ferritin levels: Ferritin is an acute phase reactant and may be falsely normal in inflammatory states
  4. Overlooking celiac disease: Always screen for celiac disease in patients with IDA
  5. Checking iron studies too soon after IV iron: Wait at least 4 weeks after IV iron administration before rechecking iron studies 1

By following this systematic approach to diagnosis and treatment, iron deficiency anemia can be effectively managed while identifying and addressing the underlying cause.

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Iron Deficiency Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Treatment of iron deficiency anemia: practical considerations.

Polskie Archiwum Medycyny Wewnetrznej, 2015

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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