What is the initial workup and treatment for anemia?

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Initial Workup and Treatment for Anemia

The initial workup for anemia should include a complete blood count with red cell indices, reticulocyte count, iron studies (serum ferritin, transferrin saturation, total iron-binding capacity), and inflammatory markers, followed by targeted treatment based on the underlying cause. 1, 2

Diagnostic Approach

Definition and Classification

  • Anemia is defined as hemoglobin < 13 g/dL in men and < 12 g/dL in non-pregnant women (< 11 g/dL in pregnant women) 2
  • Classification by mean corpuscular volume (MCV) guides the differential diagnosis: 3, 1
    • Microcytic (MCV < 80 fL): most commonly iron deficiency, thalassemia, anemia of chronic disease, sideroblastic anemia
    • Normocytic (MCV 80-100 fL): hemorrhage, hemolysis, bone marrow failure, anemia of chronic inflammation, renal insufficiency
    • Macrocytic (MCV > 100 fL): vitamin B12/folate deficiency, medications, alcohol use, myelodysplastic syndrome

Essential Initial Laboratory Tests

  • Complete blood count (CBC) with red cell indices 1, 4
  • Reticulocyte count to distinguish between production problems and blood loss/destruction 3, 2
  • Iron studies: serum ferritin, iron levels, total iron-binding capacity (TIBC), transferrin saturation 1, 4
  • Vitamin B12 and folate levels 3, 1
  • Inflammatory markers (e.g., C-reactive protein) to identify anemia of chronic disease 2

Additional Tests Based on Initial Findings

  • For suspected hemolysis: LDH, haptoglobin, bilirubin, Coombs test 3, 1
  • For suspected blood loss: stool guaiac test, endoscopy 3, 5
  • For suspected kidney disease: glomerular filtration rate, erythropoietin level 3
  • For suspected inherited anemia: personal and family history, specialized testing 3, 2

Treatment Approach by Etiology

Iron Deficiency Anemia

  • Confirmed by transferrin saturation < 15% and ferritin < 30 ng/mL 3, 6
  • Identify and treat underlying cause (especially GI bleeding in men and postmenopausal women) 6, 5
  • Treatment: oral iron supplementation (100-200 mg elemental iron daily) for 3-6 months 6, 5
  • Consider intravenous iron for patients who cannot tolerate oral preparations, have malabsorption, or have ongoing inflammation 6, 5

Vitamin B12 Deficiency

  • Treatment for pernicious anemia: intramuscular cyanocobalamin 100 mcg daily for 6-7 days, then alternate days for 7 doses, then every 3-4 days for 2-3 weeks, followed by 100 mcg monthly for life 7
  • Oral supplementation may be used for patients with normal intestinal absorption 7

Anemia of Chronic Disease/Inflammation

  • Primary treatment involves addressing the underlying condition 2, 8
  • Consider iron supplementation, especially if concurrent iron deficiency exists 8

Anemia in Chronic Kidney Disease

  • For patients with GFR < 30 ml/min/1.73 m², check hemoglobin at least every three months 3
  • Complete workup if hemoglobin < 12 g/dL in women or < 13 g/dL in men 3
  • Treat iron deficiency if identified 3
  • Consider erythropoietin therapy if anemia persists despite appropriate evaluation and iron therapy 3

Common Pitfalls to Avoid

  • Failing to investigate the cause of anemia, especially in elderly patients 2
  • Missing concurrent nutritional deficiencies (e.g., combined iron and B12 deficiency) 2, 8
  • Overlooking gastrointestinal malignancy in men and postmenopausal women with iron deficiency anemia 6, 5
  • Treating with high-dose folic acid without ruling out B12 deficiency (may mask B12 deficiency symptoms) 1
  • Relying solely on hemoglobin levels for transfusion decisions rather than considering clinical symptoms 1

Special Considerations

  • Patients with chronic kidney disease require regular monitoring of hemoglobin and specific treatment protocols 3
  • Elderly patients with anemia should not be considered as having a normal physiological response to aging 2
  • Patients with inflammatory bowel disease often have multifactorial anemia requiring comprehensive evaluation 2
  • Genetic disorders causing anemia may require specialized testing and management 2

References

Guideline

Anemia Diagnosis and Treatment

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Diagnostic Approach and Management of Anemia

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Anemia: Evaluation of Suspected Anemia.

FP essentials, 2023

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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