What is the initial workup and treatment for anemia?

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Anemia Initial Workup and Treatment

Begin with a complete blood count (CBC) with red cell indices, reticulocyte count, iron studies (serum ferritin and transferrin saturation), and inflammatory markers (C-reactive protein) as your essential first-line laboratory evaluation. 1, 2

Diagnostic Thresholds

Anemia is defined as hemoglobin:

  • < 13 g/dL in men 1, 2, 3
  • < 12 g/dL in non-pregnant women 1, 2, 3
  • < 11 g/dL in pregnant women 1, 2, 3

These thresholds should trigger immediate workup rather than observation. 3

Morphologic Classification and Interpretation

Microcytic Anemia (MCV < 80 fL)

  • Most commonly indicates iron deficiency anemia, but also consider thalassemia, anemia of chronic disease, or sideroblastic anemia. 1, 2
  • Confirm iron deficiency with serum ferritin < 30 μg/L and transferrin saturation < 15-20%. 1, 3
  • Low MCHC suggests hypochromia, which often accompanies iron deficiency even when MCV remains normal. 2

Normocytic Anemia (MCV 80-100 fL)

  • Check reticulocyte count first to distinguish regenerative from non-regenerative causes. 3
  • If reticulocytes > 100 × 10⁹/L, evaluate for hemolysis (measure haptoglobin, LDH, bilirubin) or acute blood loss. 2, 3
  • If reticulocytes are low or normal, consider anemia of chronic disease, chronic kidney disease, or bone marrow disorders. 2
  • Measure serum creatinine and calculate GFR in all patients with normocytic anemia. 3

Macrocytic Anemia (MCV > 100 fL)

  • Indicates vitamin B12 or folate deficiency. 2
  • Measure vitamin B12 and folate levels. 2

Red Cell Distribution Width (RDW) Interpretation

  • Elevated RDW with normal MCV suggests early iron deficiency, mixed nutritional deficiencies, or other causes. 2
  • This pattern warrants iron studies even when MCV appears normal. 2

Treatment Algorithms

Iron Deficiency Anemia

  • Oral iron supplementation is first-line treatment. 1, 3
  • Intravenous iron is indicated for oral iron intolerance, malabsorption, or chronic inflammatory conditions. 3
  • In men and postmenopausal women with confirmed iron deficiency (ferritin < 30 μg/L or transferrin saturation < 20%), refer to gastroenterology to rule out gastrointestinal malignancy. 3, 4

Vitamin B12 Deficiency (Pernicious Anemia)

  • Administer 100 mcg intramuscular or deep subcutaneous cyanocobalamin daily for 6-7 days. 5
  • If clinical improvement and reticulocyte response occur, give the same amount on alternate days for seven doses, then every 3-4 days for another 2-3 weeks. 5
  • Maintenance: 100 mcg monthly for life. 1, 5
  • Avoid intravenous route as almost all vitamin will be lost in urine. 5

Folate Deficiency

  • Treat with oral folate supplementation. 1, 2
  • Critical pitfall: High-dose folic acid may mask B12 deficiency symptoms, so always check B12 levels before initiating folate therapy. 1, 2

Anemia of Chronic Disease

  • Treat the underlying condition first. 2
  • Iron supplementation, folic acid, and vitamin B12 may be needed based on specific deficiencies. 6
  • Erythropoietin therapy may be considered in specific situations such as chronic kidney disease. 2

Anemia in Chronic Kidney Disease

  • Monitor hemoglobin at least every three months in patients with GFR < 30 mL/min/1.73 m². 1
  • Initiate workup if hemoglobin < 12 g/dL in women or < 13 g/dL in men. 1
  • Treat identified iron deficiency first, and if anemia persists despite iron therapy, initiate erythropoietin or analogue therapy. 1
  • If GFR < 30 mL/min/1.73 m², consider nephrology referral. 3
  • Measuring serum erythropoietin levels is usually not indicated in chronic kidney disease patients with normochromic, normocytic anemia. 1

Critical Pitfalls to Avoid

  • Never assume anemia is "normal aging" in elderly patients—always investigate the cause. 1
  • Watch for combined deficiencies, especially in elderly patients and those with inflammatory bowel disease. 1
  • In patients without obvious blood loss, gastrointestinal evaluation may be warranted. 2
  • For severe symptomatic anemia with fatigue, dizziness, or hypotension, consider blood transfusion. 2

Referral Indications

  • Gastroenterology: Iron deficiency with ferritin < 30 μg/L or transferrin saturation < 20% in men or postmenopausal women. 3
  • Nephrology: Abnormal creatinine or GFR suggesting chronic kidney disease. 3
  • Hematology: Unexplained anemia after initial workup or suspected hemolysis. 3

References

Guideline

Anemia Diagnosis and Treatment

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Anemia Diagnosis and Treatment

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Anemia Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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