How do you interpret iron studies and manage suspected iron deficiency anemia in a patient?

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Interpreting Iron Studies and Managing Suspected Iron Deficiency Anemia

Diagnostic Criteria

Iron deficiency anemia is confirmed when hemoglobin is <13 g/dL in men or <12 g/dL in non-pregnant women AND ferritin is <45 ng/mL. 1

Key Laboratory Interpretation

  • Serum ferritin is the single most powerful test for iron deficiency 1

    • Ferritin <15 μg/L is diagnostic of absent iron stores 1
    • Ferritin <30 μg/L generally indicates low body iron stores 1
    • Critical caveat: Ferritin is an acute phase reactant and can be falsely elevated in chronic inflammation, malignancy, chronic kidney disease, or hepatic disease 1
    • If ferritin is >100 μg/L, iron deficiency is almost certainly not present 1
  • Transferrin saturation <30% supports the diagnosis when ferritin is equivocal 1

  • Red cell indices (MCV, MCH) provide sensitive indicators of iron deficiency in the absence of chronic disease or hemoglobinopathy 1

    • Mean cell hemoglobin (MCH) may be more reliable than MCV as it's less dependent on the counting machine used 1
  • Functional confirmation: A hemoglobin rise ≥10 g/L within 2 weeks of iron therapy is highly suggestive of absolute iron deficiency, even if iron studies are equivocal 1

Management Algorithm

Step 1: Confirm Diagnosis and Screen for Celiac Disease

  • All patients with confirmed IDA must be screened for celiac disease using tissue transglutaminase (tTG) antibody 1
  • Perform non-invasive testing for H. pylori 1

Step 2: Risk-Stratify for GI Investigation

Men and postmenopausal women:

  • Strong recommendation for bidirectional endoscopy (upper and lower GI evaluation) regardless of symptoms 1
  • Upper GI endoscopy reveals a cause in 30-50% of patients 1
  • Dual pathology occurs in 10-15% of patients, so lower GI investigation is mandatory even if upper GI source is found, unless advanced gastric cancer or celiac disease is discovered 1

Premenopausal women:

  • All should be screened for celiac disease 1
  • Conditional recommendation for endoscopy - younger premenopausal women may reasonably choose initial empiric iron supplementation alone if they prioritize avoiding endoscopy risks over detecting rare neoplasia 1
  • Consider endoscopy based on age >50, marked anemia, significant family history of colorectal carcinoma, or failure to respond to iron therapy 1

Step 3: Endoscopic Evaluation Details

  • Avoid routine biopsies for celiac disease and H. pylori 1
  • Reserve celiac biopsies for positive serologies requiring confirmation or endoscopic abnormalities 1
  • Small bowel biopsies should be taken during endoscopy as 2-3% of IDA patients have celiac disease 1
  • If bidirectional endoscopy is unrevealing in patients requiring antiplatelet/anticoagulant therapy, consider video capsule endoscopy for small bowel evaluation 1

Step 4: Iron Replacement Therapy

Oral iron (first-line):

  • All patients should receive iron supplementation to correct anemia and replenish body stores 1
  • Continue until ferritin >100 ng/mL to ensure iron stores are restored 1
  • Iron therapy should continue for 6 months after hemoglobin normalizes to replace total iron stores 2

Parenteral iron (when oral fails):

  • Use when oral iron is not tolerated, there is malabsorption, or large ongoing blood losses 1, 3
  • Options include iron dextran, iron gluconate, or iron sucrose 3
  • In hemodialysis patients, iron sucrose 100 mg three times weekly for three weeks significantly increases serum iron and ferritin 4

Step 5: Follow-up and Further Investigation

  • If anemia does not resolve with iron supplementation, further direct visualization of the small bowel is indicated 1
  • In patients with recurrent IDA and normal bidirectional endoscopy, eradicate H. pylori if present 1
  • Continue hemoglobin monitoring after resolution 1

Critical Pitfalls to Avoid

  • Never rely on hemoglobin/hematocrit alone - these decrease only with severe iron depletion and can miss early iron deficiency 5
  • Do not accept minor upper GI findings (esophagitis, erosions, aphthous ulceration, peptic ulcer) as the sole cause without completing lower GI investigation 1
  • Faecal occult blood testing has no benefit in IDA investigation 1
  • Do not skip celiac screening - it's found in 2-3% of IDA cases and changes management 1
  • In patients of appropriate ethnic background with microcytosis and normal iron studies, obtain hemoglobin electrophoresis to rule out thalassemia before extensive GI investigation 1

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Research

Iron deficiency anemia. Every case is instructive.

Postgraduate medicine, 1993

Research

Diagnosis and management of iron-deficiency anaemia.

Best practice & research. Clinical haematology, 2005

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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