What is the overview of anemia, including its diagnosis and treatment options?

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Anemia: Diagnosis and Management

The diagnosis of anemia should be based on morphological classification (microcytic, normocytic, or macrocytic) and evaluation of iron parameters, reticulocytes, and other specific tests to determine the underlying etiology. 1

Definition and Classification

  • Anemia is defined as hemoglobin below normal values: less than 13 g/dL in men and less than 12 g/dL in women 2
  • Morphological classification based on mean corpuscular volume (MCV) is fundamental for differential diagnosis 1:
    • Microcytic (MCV < 80 fL): iron deficiency, thalassemia, anemia of chronic disease, sideroblastic anemia
    • Normocytic (MCV 80-100 fL): acute blood loss, hemolysis, renal failure, anemia of chronic disease, bone marrow failure
    • Macrocytic (MCV > 100 fL): vitamin B12/folate deficiency, alcoholism, myelodysplastic syndrome, drug-induced

Diagnostic Approach

  • Complete blood count with reticulocyte count is essential for initial evaluation 1, 2
  • Reticulocyte index (RI) helps distinguish between production and destruction/loss problems 3:
    • Low RI (<1.0): decreased production (iron deficiency, vitamin deficiencies, bone marrow dysfunction)
    • High RI (>2.0): blood loss or hemolysis 3
  • Iron studies are crucial for diagnosis 1:
    • Ferritin <30 ng/mL indicates iron deficiency in patients without inflammation 4
    • Transferrin saturation <15% suggests iron deficiency 1
    • Total iron binding capacity (TIBC) helps evaluate iron status 3
  • Additional tests based on initial findings 3, 1:
    • Vitamin B12/folate levels for macrocytic anemia
    • Hemolysis workup: Coombs test, haptoglobin, bilirubin
    • Kidney function tests for suspected renal anemia
    • Bone marrow evaluation for unexplained cases or suspected marrow infiltration

Common Types of Anemia and Management

Iron Deficiency Anemia

  • Most common type of anemia worldwide, affecting approximately 2 billion people 4
  • Causes: bleeding (menstrual, gastrointestinal), impaired absorption, inadequate intake, pregnancy 4
  • Diagnosis: low ferritin (<30 ng/mL) or transferrin saturation <20% 4
  • Treatment 4, 5:
    • Oral iron: ferrous sulfate 325 mg daily or on alternate days
    • Continue treatment for 3-6 months to replenish iron stores
    • Investigate and treat underlying cause (especially GI bleeding in men and postmenopausal women)
    • Intravenous iron for oral intolerance, malabsorption, or ongoing blood loss

Anemia of Chronic Disease

  • Second most common type of anemia globally 6
  • Associated with chronic inflammation, autoimmune diseases, cancer, kidney failure 6
  • Laboratory findings: mild-moderate anemia, low iron, low transferrin, elevated ferritin 6
  • Treatment 3, 6:
    • Address underlying condition
    • Iron supplementation if concurrent iron deficiency exists
    • Consider erythropoiesis-stimulating agents in selected cases

Vitamin B12 Deficiency Anemia

  • Causes: pernicious anemia, malabsorption, inadequate intake 7
  • Treatment for pernicious anemia 7:
    • Intramuscular vitamin B12 100 mcg daily for 6-7 days
    • Then alternate days for 7 doses, then every 3-4 days for 2-3 weeks
    • Maintenance: 100 mcg monthly for life
    • Avoid intravenous route (vitamin will be lost in urine)

Cancer-Related Anemia

  • Multifactorial etiology: myelosuppression, blood loss, functional iron deficiency, erythropoietin deficiency 3
  • Treatment options 3:
    • Iron therapy (especially for functional iron deficiency)
    • Erythropoiesis-stimulating agents (with restrictions)
    • Red blood cell transfusions
    • Address underlying causes when possible

Special Considerations

  • Genetic anemias: Consider in patients with microcytic anemia refractory to iron treatment 1, 3
  • Unexplained anemia with iron deficiency: Evaluate for gastrointestinal malignancy with bidirectional endoscopy (except in premenopausal women <40 years) 8
  • Pregnancy: Iron deficiency affects up to 84% of women in third trimester; consider IV iron in second and third trimesters 4
  • Chronic kidney disease: Evaluate renal function and consider erythropoiesis-stimulating agents 2

Prevention Strategies

  • Reduce unnecessary blood draws, especially in hospitalized patients 2
  • Implement blood conservation strategies 2
  • Monitor and treat nutritional deficiencies in high-risk patients 2
  • Provide dietary counseling for adequate iron, vitamin B12, and folate intake 6

References

Guideline

Diagnosis of Anemia

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Diagnóstico y Manejo de la Anemia

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Iron deficiency anemia: evaluation and management.

American family physician, 2013

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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