What is the recommended protocol for evaluating and treating anemia, including workup and management of iron deficiency, vitamin B12 deficiency, folate deficiency, anemia of chronic disease, chronic kidney disease, and transfusion indications?

Medical Advisory BoardAll articles are reviewed for accuracy by our Medical Advisory Board
Educational purpose only • Exercise caution as content is pending human review
Article Review Status
Submitted
Under Review
Approved

Last updated: February 16, 2026View editorial policy

Personalize

Help us tailor your experience

Which best describes you? Your choice helps us use language that's most understandable for you.

Anemia Correction Protocol

Initial Diagnostic Workup

When anemia is detected, immediately order a complete blood count with red cell indices (MCV, MCH, RDW), absolute reticulocyte count, serum ferritin, transferrin saturation (TSAT), and C-reactive protein (CRP) to classify the anemia and guide treatment decisions. 1, 2, 3

Hemoglobin Thresholds Defining Anemia

  • Men: <13.0 g/dL 2, 3
  • Non-pregnant women: <12.0 g/dL 2, 3
  • Pregnant women: <11.0 g/dL 2, 3

Additional Tests Based on Clinical Context

  • Vitamin B12 and folate levels should be measured in all patients with anemia, particularly when MCV >100 fL or when initial iron studies are inconclusive 1, 3
  • Serum creatinine and estimated GFR to evaluate for chronic kidney disease as a contributor 1, 4
  • Thyroid function tests in patients with heart failure or unexplained anemia 1

Iron Deficiency Anemia: Diagnosis and Management

Diagnostic Criteria Without Inflammation (Normal CRP)

Ferritin <30 µg/L confirms absolute iron deficiency and warrants immediate treatment. 3

  • Ferritin <15 µg/L has 99% specificity for iron deficiency 3, 5
  • TSAT <20% is the primary confirmatory marker, especially when ferritin is 30-100 µg/L 1, 3
  • Microcytosis (MCV <80 fL)** with **elevated RDW (>14%) strongly supports iron deficiency 3
  • Low or normal reticulocyte count indicates inadequate bone marrow response consistent with iron deficiency 2, 3

Diagnostic Criteria With Inflammation (Elevated CRP/ESR)

In the presence of inflammation, ferritin up to 100 µg/L may still represent true iron deficiency; always calculate TSAT to confirm. 3

  • Ferritin 30-100 µg/L + TSAT <20% + elevated CRP: Mixed picture of true iron deficiency plus anemia of chronic disease—treat both the iron deficiency and underlying inflammation 3
  • Ferritin >100 µg/L + TSAT <20% + elevated CRP: Anemia of chronic disease with functional iron deficiency—prioritize aggressive management of the inflammatory condition 3

Treatment of Iron Deficiency

Start oral elemental iron 100-200 mg daily immediately upon diagnosis, regardless of hemoglobin level, and continue for 3-6 months after hemoglobin normalization to replenish stores (target ferritin >50 µg/L). 3, 5

Indications for Intravenous Iron

  • Intolerance to oral iron with significant gastrointestinal side effects 3, 5
  • Documented malabsorption (celiac disease, inflammatory bowel disease, gastric bypass) 3
  • Failure to respond to oral iron after 4-6 weeks of adherent therapy 3, 5
  • Chronic kidney disease patients (CKD-ND): Consider IV iron when TSAT ≤30% and ferritin ≤500 ng/mL if increase in hemoglobin without ESA therapy is desired 1

For CKD patients, IV iron can be given as 500 mg initially, followed by 500 mg four weeks later. 1

Investigation for Source of Blood Loss

In adult men and postmenopausal women with iron deficiency anemia, gastrointestinal bleeding from occult malignancy is the presumptive source until proven otherwise—perform bidirectional endoscopy (upper endoscopy + colonoscopy) promptly. 3

  • Do not delay endoscopic evaluation even if hemoglobin is above fast-track referral thresholds; investigation is indicated at any anemia level when iron deficiency is present 3
  • Stool guaiac testing should be performed if occult GI bleeding is suspected 2
  • Do not attribute severe iron deficiency in perimenopausal adults solely to menstrual blood loss; GI pathology must still be investigated 3

Anemia of Chronic Disease

Diagnostic Criteria

Ferritin >100 µg/L + TSAT <20% + elevated CRP/ESR defines anemia of chronic disease with functional iron deficiency. 3

  • Normocytic anemia (normal MCV) with normal or elevated ferritin points toward anemia of chronic disease 3
  • Low or normal reticulocyte count indicates inadequate marrow response 2

Management

The primary intervention is aggressive management of the underlying inflammatory disease (rheumatoid arthritis, heart failure, inflammatory bowel disease, chronic infection). 3, 6

  • IV iron may be beneficial in selected patients with chronic heart failure and functional iron deficiency (ferritin <100 ng/mL or ferritin 100-300 ng/mL with TSAT <20%) 1
  • Blood transfusion is not appropriate treatment for chronic anemia as it does nothing to address the underlying disorder 6

Vitamin B12 Deficiency

Diagnostic Criteria

  • Macrocytosis (MCV >100 fL) with low or normal reticulocyte count suggests B12 or folate deficiency 2, 3
  • Measure serum B12 and folate levels in all patients with macrocytic anemia 1, 3

Management

  • Treat confirmed B12 deficiency with appropriate replacement therapy (oral or parenteral depending on cause) 1
  • Patients with extensive small-bowel resection, ileal Crohn's disease, or ileal-anal pouch should have B12 and folate monitored more frequently than annually 3

Folate Deficiency

Diagnostic Criteria

  • Macrocytosis (MCV >100 fL) with low serum folate level 1, 3
  • Low or normal reticulocyte count indicates inadequate marrow response 2

Management

Folate supplementation: 5 mg/day for 2 weeks, then 5 mg/week for another 6 weeks. 1


Anemia in Chronic Kidney Disease

Diagnostic Thresholds

  • Anemia is diagnosed when hemoglobin is <12 g/dL in men or postmenopausal women, or <11 g/dL in premenopausal women, in the setting of GFR <60 mL/min/1.73 m². 4
  • Check hemoglobin if GFR is <60 mL/min/1.73 m², as serum creatinine may appear normal despite significant renal impairment, especially in elderly patients with poor nutrition and muscle mass 4

Iron Status Assessment in CKD

Absolute iron deficiency in CKD is defined as ferritin <100 ng/mL and TSAT <20%. 3, 4

  • Functional iron deficiency can occur despite normal or elevated ferritin levels, particularly in patients receiving erythropoiesis-stimulating agents 3
  • Target iron parameters before initiating ESA therapy: TSAT >20% and ferritin >100 ng/mL 4

Iron Replacement in CKD

For CKD non-dialysis patients with anemia not on ESA therapy, consider a trial of IV iron (or alternatively a 1-3 month trial of oral iron) if TSAT ≤30% and ferritin ≤500 ng/mL and an increase in hemoglobin without starting ESA treatment is desired. 1

  • Select the route of iron administration based on severity of iron deficiency, availability of venous access, response to prior oral iron therapy, side effects with prior therapy, patient compliance, and cost 1

Erythropoiesis-Stimulating Agents (ESAs)

Initiate ESA therapy only after correcting iron deficiency and excluding other reversible causes of anemia (B12/folate deficiency, blood loss, inflammation, malignancy, aluminum intoxication). 1, 4

  • Balance potential benefits of avoiding blood transfusions, ESA therapy, and anemia-related symptoms against risks of harm (anaphylactoid reactions, unknown long-term risks) 1
  • Poor response to ESA can be due to iron deficiency, inflammation, continued blood loss, or hemoglobinopathy 4

Blood Transfusion Indications

Blood transfusion is not an appropriate treatment for chronic anemia as it elevates hemoglobin only in the short term without addressing the underlying disorder. 6

Appropriate Transfusion Scenarios

  • Acute symptomatic anemia with hemodynamic instability 6
  • Severe anemia with cardiac ischemia or decompensation 6
  • Failure of other therapies in life-threatening anemia 6

Special Populations

Inflammatory Bowel Disease

  • In remission: Ferritin <30 µg/L reliably indicates iron deficiency 3
  • During active inflammation: Use ferritin <100 µg/L as screening threshold and confirm with TSAT <20% 3
  • Monitor iron status: Every 6-12 months in remission or mild disease, at least every 3 months in active disease 3

Chronic Heart Failure

Evaluate for iron deficiency with serum iron, iron binding capacity, and ferritin in all patients with chronic heart failure (NYHA II-IV), regardless of anemia status. 1

  • Iron deficiency criteria in CHF: Ferritin <100 ng/mL OR ferritin 100-300 ng/mL with TSAT <20% 1
  • IV iron therapy (ferric carboxymaltose or iron sucrose) improves functional capacity, quality of life, and NYHA class in iron-deficient CHF patients 1

Advanced Diagnostic Parameters

Reticulocyte Hemoglobin Content (CHr)

CHr <30 pg predicts favorable response to IV iron therapy in functional iron-deficiency states and is an early marker of iron-deficient erythropoiesis. 2, 7

  • CHr is less affected by inflammation than serum iron, TSAT, and ferritin 7
  • CHr increases within days of initiating iron therapy, making it useful for early measurement of treatment response 7

Soluble Transferrin Receptor (sTfR)

Measure sTfR when ferritin and TSAT provide conflicting information; elevated sTfR confirms true iron deficiency even in the setting of inflammation because sTfR is not an acute-phase reactant. 3, 5


Critical Pitfalls to Avoid

  • Do not rely on ferritin alone when inflammation is present; always calculate TSAT because functional iron deficiency can exist with high ferritin but low TSAT 3
  • Do not discontinue iron supplementation once hemoglobin normalizes; iron stores must be restored (target ferritin >50 µg/L) to prevent rapid recurrence 3
  • Do not diagnose thalassemia trait without first correcting iron deficiency, as the two conditions can coexist and iron deficiency can mask electrophoretic findings 3
  • Do not postpone endoscopic investigation while awaiting response to iron therapy; malignancy work-up should proceed in parallel 3
  • Mild anemia is not less indicative of serious underlying disease; no evidence supports down-ranking its clinical significance 3

References

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Reticulocyte Count in Anemia Diagnosis and Management

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Guideline

Evaluation and Management of Anemia When Serum Ferritin Is ≥ 30 µg/L

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2026

Research

Practical approach to the diagnosis and treatment of anemia associated with CKD in elderly.

Journal of the American Medical Directors Association, 2006

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.

Have a follow-up question?

Our Medical A.I. is used by practicing medical doctors at top research institutions around the world. Ask any follow up question and get world-class guideline-backed answers instantly.