Gold Standard for Diagnosing Anemia
The gold standard for diagnosing anemia is hemoglobin measurement via complete blood count (CBC), with bone marrow aspiration showing absent stainable iron being the definitive test specifically for absolute iron deficiency. 1
Primary Diagnostic Test: Hemoglobin Measurement
Hemoglobin is superior to hematocrit for diagnosing and monitoring anemia because it demonstrates greater reproducibility across laboratories with lower within-run and between-run coefficients of variation (one-half and one-third those of hematocrit, respectively). 1
Hemoglobin is not affected by storage time of blood samples or patient-specific variables such as hyperglycemia, which falsely elevates hematocrit through increased mean corpuscular volume. 1
The World Health Organization defines anemia as hemoglobin <12 g/dL in non-pregnant women, <11 g/dL in pregnant women, and <13 g/dL in men. 2
Hemoglobin measurement should be performed using automated analyzers rather than manual methods for optimal accuracy. 1
Essential Initial Workup Components
A complete blood count with red cell indices forms the foundation of anemia diagnosis, providing critical information about red blood cell size, shape, and hemoglobin content. 1, 2, 3
Required Laboratory Tests:
CBC with differential including hemoglobin, hematocrit, red blood cell count, mean corpuscular volume (MCV), mean corpuscular hemoglobin (MCH), and red cell distribution width (RDW). 1, 2
Reticulocyte count (corrected for degree of anemia) to distinguish between decreased red blood cell production versus increased destruction or loss. 1
Peripheral blood smear review is critical to confirm red blood cell size, shape, and color, and to identify abnormalities in other cell lines. 1, 4
Iron parameters including serum ferritin, transferrin saturation (TSAT), and total iron-binding capacity (TIBC) to assess iron status. 1, 2
Morphologic Classification Approach
The MCV guides initial categorization and directs subsequent testing:
Microcytic Anemia (MCV <80 fL):
- Most commonly indicates iron deficiency, but also consider thalassemia, anemia of chronic disease, or sideroblastic anemia. 1
- Serum ferritin <12 μg/dL is diagnostic of iron deficiency, though levels may be elevated above this threshold in concurrent inflammation, malignancy, or hepatic disease. 1
- Transferrin saturation <15% and ferritin <30 ng/mL confirm absolute iron deficiency. 1
Normocytic Anemia (MCV 80-100 fL):
- May indicate hemorrhage, hemolysis, bone marrow failure, anemia of chronic inflammation, or renal insufficiency. 1
- The reticulocyte count becomes the key follow-up test to distinguish production defects from destruction/loss. 1
Macrocytic Anemia (MCV >100 fL):
- Most commonly megaloblastic from vitamin B12 or folate deficiency. 1
- Non-megaloblastic causes include alcoholism, myelodysplastic syndrome, and certain drugs like hydroxyurea. 1
Kinetic Classification Using Reticulocyte Index
The reticulocyte index (RI) distinguishes production versus destruction mechanisms:
Low RI (normal range 1.0-2.0): Indicates decreased red blood cell production from iron deficiency, vitamin B12/folate deficiency, aplastic anemia, or bone marrow dysfunction. 1
High RI: Indicates normal or increased red blood cell production, suggesting blood loss or hemolysis despite anemia. 1
A low or inappropriately normal reticulocyte count in anemic patients suggests insufficient erythropoietin production, unavailable iron, or inflammation. 1
Gold Standard for Iron Deficiency Specifically
Bone marrow aspiration showing absent stainable iron is the definitive gold standard for absolute iron deficiency, though it is invasive and rarely performed in routine practice. 1
This test is reserved for complex cases of iron deficiency anemia or iron loading anemias where non-invasive testing is inconclusive. 1
In clinical practice, serum ferritin remains the mainstay for assessing total body iron stores, with transferrin saturation providing insight into circulating iron available for erythropoiesis. 1
Critical Pitfalls to Avoid
Ferritin behaves as an acute-phase reactant and may be falsely elevated in inflammation, malignancy, or hepatic disease despite true iron deficiency. 1
If ferritin is >100 μg/dL, iron deficiency is almost certainly not present. 1
In inflammatory conditions, combining ferritin with transferrin saturation improves diagnostic accuracy, as TSAT is less affected by inflammation. 1
Hematocrit should not be used as the primary diagnostic measure due to greater variability across analyzers, false elevation with hyperglycemia, and poor reproducibility when samples are shipped to centralized laboratories. 1
Red cell distribution width elevation may indicate combined deficiencies (such as concurrent iron and folate deficiency) even when MCV appears normal. 1, 2