Anemia Classification and Laboratory Findings
Anemia is classified primarily by mean corpuscular volume (MCV) and reticulocyte index, which together identify the underlying mechanism and guide targeted diagnostic workup. 1, 2
Morphologic Classification by MCV
Microcytic Anemia (MCV < 80 fL)
- Iron deficiency anemia is the most common cause, confirmed by serum ferritin <30 μg/L (without inflammation), transferrin saturation <15-20%, and elevated red cell distribution width (RDW) 3, 1, 2
- Anemia of chronic disease shows elevated ferritin (>100 μg/L), low transferrin saturation (<20%), and normal or low MCV 3, 2
- Thalassemia presents with normal or elevated ferritin and requires hemoglobin electrophoresis for confirmation 1, 2
- Sideroblastic anemia is identified by sideroblasts on bone marrow biopsy 3
- Lead poisoning should be considered as a rare cause 1
Normocytic Anemia (MCV 80-100 fL)
- Acute hemorrhage presents with positive stool guaiac or endoscopy findings 3
- Hemolysis shows positive Coombs test, low haptoglobin, elevated indirect bilirubin, and elevated LDH 3, 4
- Renal anemia occurs with glomerular filtration rate <60 mL/min/1.73 m² and low erythropoietin levels 3
- Bone marrow failure from cancer infiltration or myelosuppressive therapy 3, 1
- Anemia of chronic inflammation related to cancer, infection, or inflammatory diseases 3, 1
Macrocytic Anemia (MCV > 100 fL)
- Vitamin B12 deficiency confirmed by low serum B12 levels, typically megaloblastic 3, 1, 4
- Folate deficiency confirmed by low folate levels, also megaloblastic 3, 1, 4
- Myelodysplastic syndrome 1
- Medication-induced from hydroxyurea, diphenytoin, or other drugs 3, 1
- Alcoholism causes non-megaloblastic macrocytosis 3
- Hypothyroidism 1
Kinetic Classification by Reticulocyte Index
Low or Normal Reticulocyte Index (RI 1.0-2.0 or below)
This indicates decreased red blood cell production: 3
- Iron deficiency 3, 1
- Vitamin B12/folate deficiency 3, 1
- Aplastic anemia 3
- Bone marrow dysfunction from cancer or chemotherapy/radiation 3
- Anemia of chronic disease 1
High Reticulocyte Index (RI > 2.0)
This indicates normal or increased red blood cell production with ongoing loss or destruction: 3
- Acute blood loss 3, 1
- Hemolysis 3, 1
- Hemoglobinopathies like thalassemia (microcytic with high reticulocytes) 1
Essential Initial Laboratory Workup
Order these tests for every patient with suspected anemia: 1, 2, 4
- Complete blood count with differential and indices (hemoglobin, hematocrit, MCV, MCH, MCHC, RDW) 2, 4
- Reticulocyte count (corrected for degree of anemia to calculate reticulocyte index) 3, 2
- Peripheral blood smear for visual confirmation of RBC size, shape, and color 3
- Serum ferritin 1, 2, 4
- Transferrin saturation (calculated from serum iron and total iron binding capacity) 3, 1, 2
- C-reactive protein to assess for inflammation (alters interpretation of ferritin) 1, 2, 4
Combined Approach Algorithm
Use both MCV and reticulocyte index together for accurate diagnosis: 1, 2
Microcytic + Low/Normal Reticulocytes
- Iron deficiency, anemia of chronic disease, lead poisoning, hereditary anemias 1
Microcytic + High Reticulocytes
- Hemoglobinopathies such as thalassemia 1
Normocytic + Low/Normal Reticulocytes
- Acute hemorrhage (early), renal anemia, anemia of chronic disease, bone marrow failure 1
Normocytic + High Reticulocytes
- Acute blood loss, hemolysis 1
Macrocytic + Low/Normal Reticulocytes
- Vitamin B12 or folate deficiency, myelodysplastic syndrome, medication effects, hypothyroidism 1
Critical Diagnostic Pitfalls to Avoid
- Never rely solely on MCV because coexisting conditions (e.g., iron deficiency plus B12 deficiency) can neutralize MCV changes, producing falsely normal values despite significant disease 2
- Always measure C-reactive protein before interpreting ferritin, as inflammation elevates ferritin even in true iron deficiency; ferritin 30-100 μg/L with inflammation may still indicate iron deficiency 2, 4
- High RDW indicates mixed deficiencies or early iron deficiency even when MCV remains normal 2, 4
- Soluble transferrin receptor helps distinguish iron deficiency anemia from anemia of chronic disease when ferritin is equivocal 2
- Folic acid >0.1 mg daily masks B12 deficiency by correcting anemia while allowing irreversible neurologic damage to progress; always check B12 before treating with folate 5
- Failing to investigate underlying causes (gastrointestinal bleeding in iron deficiency, pernicious anemia in B12 deficiency) leads to inadequate treatment 2, 4
- Reticulocyte count must be corrected for the degree of anemia to calculate reticulocyte index; uncorrected values are misleading 3