What is anemia?

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Understanding Anemia: Definition, Classification, Causes, and Management

Definition and Classification of Anemia

Anemia is defined as a reduction of the hemoglobin (Hb) concentration, red-cell count, or packed cell volume below normal levels. 1

  • Anemia is diagnosed when hemoglobin levels fall below:

    • <13.5 g/dL in adult males 1
    • <12.0 g/dL in adult females 1
    • These thresholds may vary slightly according to different guidelines, with some defining anemia as <13.0 g/dL in men and <12.0 g/dL in women 2
  • Anemia severity is classified as 1:

    • Mild: Hb ≥10 g/dL and ≤11.9 g/dL
    • Moderate: Hb ≥8.0 g/dL and ≤9.9 g/dL
    • Severe: Hb <8.0 g/dL

Epidemiology of Anemia

  • Anemia affects approximately one-third of the world's population 3
  • In cancer patients, anemia of chronic disease is present in about 40% of cases 1
  • In heart failure patients, anemia prevalence increases with disease severity, affecting 25-40% of patients 1
  • Anemia is more common in women, elderly people, and patients with chronic diseases 1, 3
  • In children, iron deficiency anemia has an incidence of 20.1% between 0-4 years in industrialized countries 4

Etiology and Pathophysiology

Anemia can result from three main mechanisms 5:

  1. Blood loss (acute or chronic) 4, 5:

    • Gastrointestinal bleeding
    • Heavy menstrual bleeding
    • Trauma
    • Surgical procedures
  2. Decreased red blood cell production 5:

    • Iron deficiency (most common cause worldwide) 4, 3
    • Vitamin B12 or folate deficiency 1
    • Chronic kidney disease 1
    • Bone marrow disorders
    • Chronic inflammation
  3. Increased red blood cell destruction 5:

    • Hemolytic anemias
    • Genetic disorders (thalassemia, sickle cell disease)
    • Autoimmune conditions

Specific Types of Anemia

Iron Deficiency Anemia (IDA)

  • Most common type of anemia worldwide 4, 3
  • Caused by inadequate iron intake, poor absorption, or blood loss 4
  • Diagnosis confirmed by 1:
    • Low serum ferritin (<30 μg/L without inflammation)
    • Low transferrin saturation (<16%)
    • In presence of inflammation, ferritin <100 μg/L suggests iron deficiency

Anemia of Chronic Disease (ACD)

  • Second most common cause of anemia 1
  • Associated with chronic inflammatory conditions, infections, cancer 1
  • Diagnostic criteria include 1:
    • Serum ferritin >100 μg/L
    • Transferrin saturation <16%
    • Evidence of underlying chronic disease

Anemia in Heart Failure

  • Present in 25-40% of heart failure patients 1
  • Associated with increased mortality risk (approximately doubled) 1
  • Causes include iron deficiency, renal dysfunction, and chronic inflammation 1
  • Negatively impacts exercise capacity and quality of life 1

Anemia in Cancer

  • Prevalence varies by cancer type (highest in lung and gynecological cancers) 1
  • Causes include chemotherapy-induced bone marrow suppression, bleeding, nutritional deficiencies, and chronic inflammation 1
  • Significantly impacts quality of life and may affect treatment outcomes 1

Diagnostic Approach

Initial Evaluation

  • Complete blood count (CBC) with red cell indices 1
  • Reticulocyte count to assess bone marrow response 1
  • Iron studies (serum iron, ferritin, transferrin saturation) 1
  • Vitamin B12 and folate levels 1
  • Inflammatory markers (C-reactive protein) 1
  • Renal function tests 1
  • Peripheral blood smear examination 1

Additional Testing Based on Clinical Suspicion

  • Bone marrow examination when indicated 1
  • Assessment for occult blood loss in stool and urine 1
  • Coombs testing in suspected hemolytic anemia 1
  • Hemoglobin electrophoresis for suspected hemoglobinopathies 5
  • Endogenous erythropoietin levels in suspected myelodysplasia 1

Management Principles

Iron Deficiency Anemia

  • Oral iron supplementation is first-line therapy 1, 4
  • Intravenous iron may be necessary in cases of poor absorption, intolerance to oral iron, or when rapid correction is needed 1
  • In patients with iron deficiency anemia having elective non-cardiac surgery, preoperative iron therapy (oral or IV) is reasonable to reduce blood transfusions and increase hemoglobin 1
  • Identify and treat the underlying cause (e.g., GI bleeding, heavy menstrual bleeding) 4

Anemia in Heart Failure

  • Treatment of anemia in heart failure patients may improve quality of life and functional capacity 1
  • Iron deficiency should be corrected even in the absence of anemia 1
  • Consider erythropoiesis-stimulating agents in selected cases 1

Anemia in Cancer

  • Erythropoiesis-stimulating agents (ESAs) may be considered in chemotherapy-induced anemia 1
  • Blood transfusions for severe symptomatic anemia 1
  • Iron supplementation when iron deficiency is present 1

Blood Transfusions

  • Generally reserved for severe symptomatic anemia or acute blood loss 1
  • Restrictive transfusion threshold (Hb <8 g/dL) is recommended for most patients 1
  • Transfusion threshold of 7 g/dL may be appropriate in stable patients 1
  • Higher thresholds may be considered in patients with acute coronary syndrome 1

Prevention Strategies

  • Regular screening for high-risk populations 1
  • Iron supplementation during pregnancy 1
  • Nutritional education and iron-rich diet promotion 1
  • Prompt treatment of conditions that may lead to blood loss 4
  • Regular monitoring of hemoglobin levels in patients with chronic diseases 1

Special Considerations

Anemia in Pregnancy

  • Physiologic hemodilution causes a natural decline in hemoglobin during pregnancy 1
  • Iron requirements increase significantly during pregnancy 1
  • High hemoglobin (>15.0 g/dL) in the second trimester may indicate poor blood volume expansion and is associated with adverse outcomes 1

Anemia in the Elderly

  • Often multifactorial (nutritional deficiencies, chronic disease, unexplained anemia) 2
  • Associated with increased morbidity and mortality 2
  • Unexplained anemia accounts for approximately one-third of cases in the elderly 2

Anemia in Chronic Kidney Disease

  • Prevalence increases with declining kidney function 1
  • Regular surveillance of hemoglobin levels is recommended 1
  • Treatment may include iron supplementation and erythropoiesis-stimulating agents 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Why is my patient anemic?

Hematology/oncology clinics of North America, 2012

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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