Blood Management Standard
Blood Management involves implementing and monitoring systems to ensure the safe, appropriate, efficient and effective care of a patient’s own blood, as well as other blood and blood products.
The Blood Management Standard describes the systems and processes required to ensure safe blood management.
Intention of this standard
The Blood Management Standard aims to improve outcomes for patients by identifying risks and using strategies that optimise and conserve a patient's own blood, as well as ensuring that any blood and blood products that patients receive are safe and appropriate.
Applicability of actions
The actions in the Blood Management Standard will not be applicable for health service organisations that do not use blood or blood products. These services should provide evidence that they do not use, receive, store, collect or transport any of the blood or blood products listed above.
There are 10 actions in the Blood Management Standard, and they are categorised by criteria and item. Each action has reflective questions and key tasks to help you understand and meet each action.
Clinical governance and quality improvement to support blood management
Organisation-wide governance and quality improvement systems are used to ensure safe and high-quality care of patients’ own blood, and to ensure that blood product requirements are met.
Integrating clinical governance
Action 7.01
Action 7.01 states
Clinicians use the safety and quality systems from the Clinical Governance Standard when:
- Implementing policies and procedures for blood management
- Managing risks associated with blood management
- Identifying training requirements for blood management
Intent
Safety and quality systems support clinicians in blood management.
Reflective questions
- How are the health service organisation’s safety and quality systems used to:
- support implementation of policies and procedures for blood management
- identify and manage risks associated with blood management
- identify training requirements for blood management?
Key tasks
- Ensure that governance structures are in place for blood management
- Develop and implement policies and procedures for blood management
- Use organisation-wide risk management systems to identify, monitor, manage and review risks associated with blood management
- Deliver or provide access to training on blood management based on the specific needs of the clinical workforce.
Applying quality improvement systems
Action 7.02
Action 7.01 states
Clinicians use the safety and quality systems from the Clinical Governance Standard when:
- Implementing policies and procedures for blood management
- Managing risks associated with blood management
- Identifying training requirements for blood management
Intent
Quality improvement systems are used to support blood management.
Reflective questions
- How is the effectiveness of the blood management system continuously evaluated and improved?
- How are the outcomes of improvement activities reported to the governing body, the workforce and consumers?
Key tasks
- Review, measure, and assess the effectiveness and performance of, organisational and clinical strategies for blood management
- Implement quality improvement strategies for blood management based on the outcomes of monitoring activities
- Provide information on the outcomes of quality improvement activities to the governing body, the workforce, consumers and other organisations.
Partnering with consumers
Action 7.03
Action 7.03 states
Clinicians use organisational processes from the Partnering with Consumers Standard when providing safe blood management to:
- Actively involve patients in their own care
- Meet the patient’s information needs
- Share decision-making
Intent
Patients and carers are informed about patient blood management principles, the risks and benefits of using blood and blood products, and all treatment options.
Reflective questions
- What processes from the Partnering with Consumers Standard do clinicians use to involve patients in planning and making decisions about safe blood management?
- How does the health service organisation collect feedback from patients about information provided on safe blood management?
How does the health service organisation involve patients in decisions about their care and confirm their consent to treatment?
Key tasks
- Review strategies in the Partnering with Consumers Standard to inform the implementation of actions in the Blood Management Standard
- Provide information to patients about patient blood management principles, the risks and benefits of using blood and blood products, and all treatment options, that is tailored to their specific needs and level of health literacy.
Prescribing and clinical use of blood and blood products
The clinical use of blood and blood products is appropriate, and strategies are used to reduce the risks associated with transfusion.
Optimising and conserving patients’ own blood
Action 7.04
Action 7.04 states
Clinicians use the blood and blood products processes to manage the need for, and minimise the inappropriate use of, blood and blood products by:
- Optimising patients’ own red cell mass, haemoglobin and iron stores
- Identifying and managing patients with, or at risk of, bleeding
- Determining the clinical need for blood and blood products, and related risks
Intent
Patient blood management (PBM) strategies are in place to ensure that the clinical use of blood and blood products is appropriate and safe, and strategies are used to reduce the risks associated with transfusions.
Reflective questions
- How are patients who are at risk of substantial blood loss identified and managed?
- What PBM strategies are used for optimising patients’ own red cell mass, haemoglobin and iron stores?
- Who is responsible for planning and overseeing PBM plans?
Key tasks
- Develop effective PBM strategies
- Identify, develop and implement policies, procedures and protocols for PBM to optimise and conserve the patient’s own blood, and manage the need for blood and blood products
- Develop and implement education activities for PBM to optimise and conserve the patient’s own blood, and manage the need for blood and blood products
- Establish perioperative standard practice for assessment and management of anaemia
- Implement processes to communicate elective surgical time frames to patients’ primary carers to enable effective anaemia management in the primary care sector, if possible.
Documenting blood management information
Action 7.05
Action 7.05 states
Clinicians document decisions relating to blood management, transfusion history and transfusion details in the healthcare record
Intent
The history of blood product use, and relevant clinical and product information are documented in the patient’s healthcare record to minimise risks and optimise clinical outcomes.
Reflective questions
- How does the health service organisation ensure that a comprehensive history of blood product use, transfusion history, optimising a patient’s own blood and assessing the patient’s bleeding risk are documented in the patient’s healthcare record?
- What processes are used to document adverse reactions to blood or blood products in the patient’s healthcare record?
Key tasks
- Document comprehensive information, including blood use, transfusion history and transfusion details, before, during and after transfusions
- Develop and implement education activities for the workforce responsible for PBM about documenting transfusion of blood or blood products in the patient’s healthcare record, recognising and responding to adverse transfusion reactions, and documenting adverse reactions in the patient’s healthcare record.
Prescribing and administering blood and blood products
Action 7.06
Action 7.06 states
The health service organisation supports clinicians to prescribe and administer blood and blood products appropriately, in accordance with national guidelines and national criteria
Intent
Systems are in place to ensure that the clinical use of blood and blood products is appropriate, and strategies are used to reduce the risks associated with transfusions.
Reflective questions
How does the health service organisation ensure that protocols for prescribing and administering blood and blood products are consistent with national guidelines and national criteria?
Key tasks
- Develop and implement policies, procedures and protocols that are evidence based, and in line with national guidelines and criteria for the prescription and administration of blood and blood products
- Ensure that clinicians have the necessary skills to prescribe and administer blood and blood products
- Develop and implement education activities for the prescription and administration of blood and blood products.
Reporting adverse blood management events
Action 7.07
Action 7.07 states
The health service organisation uses processes for reporting transfusion-related adverse events, in accordance with national guidelines and criteria
Intent
Transfusion-related adverse events are reported to enable identification of previous adverse reactions or special transfusion requirements, and to drive improvement opportunities.
Reflective questions
- How are blood management incidents reported and managed?
- To whom does the health service organisation report adverse reactions to blood and blood products?
Key tasks
- Capture blood-related incidents in incident management and investigation systems, and provide reports from these systems to the blood management governance group to inform activities in the blood management quality improvement system (see Action 7.02)
- Provide a summary analysis of blood- and blood product–related incidents to the highest level of governance in the organisation for review and action
- Report transfusion adverse events in accordance with regulator and supplier requirements, as well as local policies and procedures
- Develop and implement education activities for reporting transfusion-related adverse events in accordance with national guidelines and criteria.
Action 7.08
Action 7.08 states
The health service organisation participates in haemovigilance activities, in accordance with the national framework
Intent
The health service organisation participates in relevant haemovigilance activities to improve the effective and appropriate management of blood and blood products, and to ensure the safety of people receiving and donating blood.
Reflective questions
- To whom does the health service organisation report internally and externally on haemovigilance activities?
- How does the health service organisation ensure that this reporting is consistent with the national framework?
Key tasks
- Identify and implement processes to take part in haemovigilance programs for health service organisations, local health networks or private hospital groups, state or territory programs or national programs
- Develop and implement education activities for haemovigilance programs.
Managing the availability and safety of blood and blood products
Strategies are used to effectively manage the availability and safety of blood and blood products.
Storing, distributing and tracing blood and blood products
Action 7.09
Action 7.09 states
The health service organisation has processes:
- That comply with manufacturers’ directions, legislation, and relevant jurisdictional requirements to store, distribute and handle blood and blood products safely and securely
- To trace blood and blood products from entry into the organisation to transfusion, discard or transfer
Intent
Blood and blood products are managed appropriately to ensure that they are available and safe for clinical needs.
Reflective questions
- How does the health service organisation ensure that processes for the receipt, storage, collection and transport of blood and blood products are consistent with best practice and national guidelines?
- How are blood or blood products tracked within the health service organisation?
Key tasks
- Regularly review the risks associated with traceability, receipt, storage, collection and transport of blood and blood products
- Provide training to the workforce on safe blood management
- Review policies, procedures and protocols for addressing risks identified with receipt, collection, storage, handling and transport of blood and blood products, and review reports from inventory management and supply chain systems.
Availability of blood
Action 7.10
Action 7.10 states
The health service organisation has processes to:
- Manage the availability of blood and blood products to meet clinical need
- Eliminate avoidable wastage
- Respond in times of shortage
Intent
Blood and blood products are managed to minimise wastage and ensure that product is available to meet clinical demand in times of shortage.
Reflective questions
- How is the availability of blood products monitored?
- What processes are in place to minimise blood wastage?
- What contingency arrangements are in place for blood products?
Key tasks
- Regularly review the risks associated with availability of blood and blood products, including minimising wastage and responding in times of shortage, and develop policies and processes to respond to these risks
- Provide training to the workforce about ensuring blood availability
- Record wastage in a system and monitor wastage reports
- Regularly review inventory requirements, and manage blood and blood products to ensure availability
- Identify, develop and implement contingency arrangements, including planning for times of supply shortage, considering state or territory and national arrangements.