What are the essential details to document for a patient with iron deficiency anemia undergoing intravenous (IV) iron infusion, considering their medical history, current symptoms, and laboratory results?

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Documentation of IV Iron Infusion

Document the indication, pre-infusion assessment including iron studies and vital signs, infusion details (formulation, dose, rate, dilution), monitoring parameters during and post-infusion, any adverse events, and post-infusion vital signs with patient disposition. 1, 2

Pre-Infusion Documentation

Indication and Diagnosis

  • Record the diagnosis of iron deficiency anemia with supporting laboratory values: hemoglobin <13 g/dL in men or <12 g/dL in non-pregnant women, AND ferritin <45 ng/mL (or <30 ng/mL in absence of inflammation), and/or transferrin saturation <20% 1, 3, 4
  • Document the specific indication for IV iron rather than oral iron: oral iron intolerance or failure, malabsorption conditions (celiac disease, post-bariatric surgery), chronic inflammatory conditions (IBD, CKD, heart failure), ongoing blood loss exceeding absorption capacity, or pregnancy (second/third trimester) 1, 3, 4, 5
  • Note any underlying etiology identified through GI evaluation, including results of H. pylori testing, celiac serology, or endoscopic findings 1

Pre-Infusion Assessment

  • Record baseline vital signs including blood pressure, heart rate, respiratory rate, and oxygen saturation 2
  • Document baseline iron studies: serum ferritin, transferrin saturation, hemoglobin, and hematocrit 1
  • Screen for and document any history of prior reactions to parenteral iron products or multiple drug allergies 1, 2
  • Confirm and document that emergency medications and personnel trained in anaphylaxis management are immediately available 1, 2

Infusion Documentation

Medication Details

  • Document the specific IV iron formulation used (iron dextran, ferric gluconate, iron sucrose, or newer high-dose formulations) 1, 2
  • Record the exact dose in mg of elemental iron: For ferric gluconate, typical adult dose is 125 mg (10 mL) per session; pediatric dose is 1.5 mg/kg (maximum 125 mg) 2
  • Document dilution and infusion vehicle: ferric gluconate should be diluted in 100 mL of 0.9% sodium chloride for adults or 25 mL for pediatric patients 2
  • Record infusion rate and duration: ferric gluconate is typically infused over 1 hour, or may be given undiluted as slow IV injection at rate up to 12.5 mg/min 2

Test Dose (if applicable)

  • For iron dextran only, document administration of 25 mg test dose (10 mg for pediatric patients <10 kg, 15 mg for 10-20 kg) given IV over 1 minute 1
  • Record 15-60 minute observation period after test dose before proceeding with therapeutic dose 1

Monitoring During Infusion

Vital Signs and Observation

  • Document vital signs at regular intervals during infusion (typically every 15-30 minutes) and continuously observe for signs of hypersensitivity 2
  • Record any symptoms or signs of hypersensitivity reactions: pruritus, facial flushing, chest pain, dyspnea, wheezing, back pain, hypotension, diaphoresis, nausea, or dizziness 2
  • Note that hypotension may occur independent of allergic reactions and usually resolves within 1-2 hours; this may be augmented by concurrent dialysis 2

Adverse Events

  • Document any adverse events immediately, including severity, time of onset, interventions provided, and resolution 2
  • Common reactions to document include nausea, vomiting, injection site reactions, hypotension, cramps, hypertension, dizziness, dyspnea, chest pain, and leg cramps (occurring in ≥10% of adult patients) 2
  • In pediatric patients (6-15 years), document hypotension, headache, hypertension, tachycardia, or vomiting if they occur 2

Post-Infusion Documentation

Immediate Post-Infusion

  • Record vital signs immediately after infusion completion and document patient stability 2
  • Document observation period of at least 30 minutes post-infusion until patient is clinically stable 2
  • Note patient's tolerance of the infusion and any delayed symptoms 2

Treatment Plan

  • Document the cumulative dose administered and remaining doses needed: most patients require cumulative dose of 1000 mg elemental iron over 8 dialysis sessions for repletion 1, 2
  • Record plan for repeat dosing if indicated, noting that single-dose or two-dose high-dose formulations are preferred when available 1
  • Schedule follow-up iron studies (ferritin, transferrin saturation, hemoglobin, hematocrit) to be checked 2-4 weeks after completion of iron repletion course 1, 2

Patient Education Documentation

  • Document patient counseling regarding risks of hypersensitivity reactions, symptoms to report (chest pain, dizziness, lightheadedness, swelling, breathing problems), and that oral iron absorption may be reduced if taken concurrently 2
  • For pregnant patients, document counseling about hypersensitivity risks that may have serious consequences for the fetus 2

Critical Safety Documentation

Contraindications and Warnings

  • Document absence of known hypersensitivity to the specific iron formulation being used 2
  • Note that Ferrlecit is not approved for use in neonates or infants due to benzyl alcohol content 2
  • Document that doses exceeding 125 mg of ferric gluconate may be associated with higher incidence of adverse events 2

Monitoring for Iron Overload

  • Document baseline and periodic monitoring of iron parameters to avoid iron overload: maintain ferritin <800 ng/mL and transferrin saturation <50% 1
  • Withhold IV iron temporarily if ferritin or transferrin saturation become excessively elevated 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Management of Iron Deficiency

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

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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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