What is the initial workup for a suspected hematology malignancy?

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Initial Workup for Suspected Hematologic Malignancy

The initial workup requires a systematic approach combining clinical assessment, laboratory evaluation, bone marrow examination, and comprehensive ancillary testing including immunophenotyping, cytogenetics, and molecular studies to establish diagnosis, classification, and risk stratification. 1

Clinical Assessment and History

Obtain detailed clinical information that must be readily accessible to the pathologist:

  • Demographics: Age, sex, and ethnicity (ethnicity is prognostically significant—Hispanics have worse outcomes in acute lymphoblastic leukemia) 1
  • Medical history: Any prior hematologic disorders, known predisposing conditions or syndromes, previous malignancies 1
  • Treatment history: Prior cytotoxic therapy, immunotherapy, or radiotherapy (therapy-related AML accounts for 5-20% of cases) 1
  • Exposure history: Document environmental/occupational exposures to benzene, formaldehyde, butadiene, or ionizing radiation 1
  • Confounding factors: Recent growth factor therapy, transfusions, or medications that may obscure features of acute leukemia 1
  • Family history: Hematologic disorders, other malignancies, or germline predisposing syndromes 1

Physical Examination

Document specific findings:

  • Organomegaly (hepatosplenomegaly) 1
  • Lymphadenopathy 1
  • Cutaneous lesions (leukemia cutis) 1
  • Neurologic abnormalities 1
  • Presence of tumor masses (particularly mediastinal) 1

Laboratory Studies

Initial blood work must include:

  • Complete blood count with differential and peripheral blood smear review (mandatory for all patients) 1
  • Comprehensive metabolic panel 1
  • Lactate dehydrogenase (prognostic relevance and tumor lysis syndrome marker) 1
  • Uric acid and phosphate levels (tumor lysis syndrome assessment, particularly important in B-lymphoblastic lymphoma) 1
  • Coagulation panel: Prothrombin time, partial thromboplastin time, and fibrinogen (essential to detect disseminated intravascular coagulation in acute promyelocytic leukemia) 1

Bone Marrow Examination

Fresh bone marrow aspirate is required for all patients suspected of acute leukemia:

  • Bone marrow aspirate smears for morphologic evaluation 1
  • Bone marrow trephine core biopsy with touch preparations 1
  • Marrow clots if available 1

If bone marrow aspirate is inadequate or contraindicated: Peripheral blood may be used for diagnosis and ancillary studies if sufficient blasts are present; touch imprint preparations of core biopsy should be prepared 1

Required Ancillary Testing

The following tests must be performed on all patients:

Immunophenotyping

  • Multicolor flow cytometry (8-10 colors) on bone marrow aspirate or peripheral blood to distinguish acute myeloid leukemia, B-lymphoblastic leukemia, T-lymphoblastic leukemia, and acute leukemia of ambiguous lineage 1
  • If flow cytometry cannot be performed, immunohistochemical studies may be used as an alternative 1

Cytogenetic Analysis

  • Conventional karyotyping (mandatory—cannot be replaced by FISH or molecular testing alone) 1
  • FISH studies based on suspected subtype 1:
    • For acute lymphoblastic leukemia: t(9;22)/BCR-ABL1, KMT2A(MLL) translocations 1
    • For acute myeloid leukemia: Rapid FISH for PML-RARA if acute promyelocytic leukemia suspected 1

Molecular Genetic Testing

Essential molecular markers for risk stratification and targeted therapy:

  • FLT3-ITD and FLT3-TKD (results should be available rapidly to allow addition of FLT3 inhibitor by day 8 of chemotherapy) 1
  • NPM1, CEBPA (prognostic markers) 1
  • IDH1, IDH2 (prognostic and therapeutic targets) 1
  • RUNX1, ASXL1, TP53 (prognostic markers) 1
  • KIT (when core-binding factor AML is diagnosed) 1
  • For acute lymphoblastic leukemia: BCR-ABL1 fusion, PAX-5, JAK1, JAK2, IKZF1 for B-ALL; NOTCH1, FBXW7 for T-ALL 1

Multiplex gene panels and next-generation sequencing should be obtained for comprehensive prognostic assessment 1

Cerebrospinal Fluid Evaluation

  • Mandatory for all acute lymphoblastic leukemia patients receiving intrathecal therapy: Obtain CSF with cell count, cytocentrifuge preparation, and blast enumeration by pathologist 1
  • For other acute leukemias: CSF examination when clinically indicated and no contraindication exists 1
  • Flow cytometry may be performed on CSF 1

Imaging Studies

  • CT scan of chest, abdomen, and pelvis to determine if disease is localized or disseminated 1
  • PET/CT if extramedullary disease is suspected 1
  • CNS imaging (CT or MRI) if significant neurologic signs or symptoms present to detect intracranial bleeding, leptomeningeal disease, or mass lesions 1

Specimen Handling and Testing Location

Critical considerations:

  • If molecular testing is not available at the treatment center, evaluation at an outside reference laboratory or transfer to another institution is recommended prior to performing marrow evaluation 1
  • Cryopreserved cells or nucleic acid should be stored for future molecular/genetic studies in a laboratory compliant with regulatory requirements 1
  • Central workup should be performed in a cancer center or university-based hospital when possible 1

Reporting Timeline

Preliminary report with basic diagnostics (cytomorphology and flow cytometry) should be available within 48-72 hours 1

Complete final comprehensive report including all risk factors should be issued within 1-2 weeks when all ancillary test results are available 1

Common Pitfalls to Avoid

  • Do not rely solely on FISH or molecular testing—conventional karyotyping is mandatory 1
  • Do not delay FLT3 testing—results must be available rapidly for treatment decisions 1
  • Do not perform bone marrow biopsy of extramedullary tumor if complete panel of ancillary studies has been performed on positive peripheral blood or bone marrow sample 1
  • Do not use potassium citrate or other non-chloride potassium salts in patients requiring supplementation, as these can worsen metabolic complications 2
  • Ensure adequate sample collection and preservation for molecular studies at initial diagnosis—inadequate samples cannot be repeated once treatment begins 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Management of Metabolic Alkalosis

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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