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newSchoolWorks.com › VoTechWorks › Health & Personal Services › Medical Assisting › Phlebotomy: Venipuncture, Capillary Collection, and Specimen Handling › Lesson 2
HLT-MEDI38-03 · Lesson 2 · 13 clock hours · theory

Infection Control, OSHA Bloodborne Pathogens, and Standard Precautions

Objective. Students explain OSHA Bloodborne Pathogen Standard requirements and correctly select and apply PPE and sharps-disposal procedures before any hands-on collection practice begins.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

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Why Infection Control Comes First

Before you draw a single drop of blood, you must understand how to protect yourself and your patient from infection. Phlebotomy puts you in direct contact with blood and other potentially infectious materials (OPIM) every shift. OSHA's Bloodborne Pathogens Standard (29 CFR 1910.1030) is the federal regulation that sets the minimum requirements your employer must follow—and that you must follow—to reduce that risk. Violations can cause serious illness or death. For that reason, this lesson must be completed and passed before any hands-on collection practice begins.

The OSHA Bloodborne Pathogens Standard: Key Requirements

The Standard applies to any worker who can reasonably anticipate contact with blood or OPIM on the job. As a medical assistant performing phlebotomy, you are covered. The Standard organizes employer and employee duties into five areas:

1. Exposure Determination. Your employer must identify job classifications and tasks that involve occupational exposure—without regard to whether PPE is used. Medical assisting and phlebotomy are both listed as at-risk roles in most exposure-determination plans.

2. Engineering Controls. These are physical devices that remove or isolate the hazard. Examples include safety-engineered needles with retractable or shielding mechanisms, needleless IV systems, and puncture-resistant sharps containers. Engineering controls are the first line of defense and must be used whenever they are available.

3. Work Practice Controls. These are changes in how tasks are performed to reduce exposure. Key work practice controls in phlebotomy include:

4. Hepatitis B Vaccination (HBV). Employers must offer the HBV vaccine series at no cost to employees who have occupational exposure. You have the right to decline, but you must sign a declination form. Accepting the vaccine is strongly recommended; hepatitis B can be transmitted by exposure to a very small amount of blood.

5. Post-Exposure Follow-Up. If a needlestick, cut, or splash to mucous membranes occurs, you must report it immediately to your supervisor. Your employer is required to provide confidential medical evaluation and follow-up at no cost. Time is critical: some post-exposure interventions are most effective within hours of exposure.

Standard Precautions

Standard Precautions, established by the CDC, treat all blood and most body fluids as potentially infectious, regardless of a patient's known or unknown diagnosis. This is not an assumption that every patient is sick—it is a recognition that you cannot always know a patient's infectious status. Standard Precautions include:

Selecting the Right PPE

PPE creates a barrier between you and infectious material. For routine venipuncture, nitrile gloves (latex-free to protect patients and staff with latex allergies) are required at minimum. Escalate PPE when the situation demands it:

| Situation | Minimum PPE |

|---|---|

| Routine venipuncture | Nitrile gloves |

| Patient is coughing or has known respiratory illness | Gloves + surgical mask |

| Risk of splash or spray (e.g., arterial draw, trauma) | Gloves + mask + eye protection or face shield |

| Isolation precautions in effect | Follow posted isolation signage; may add gown |

Donning order: Hand hygiene → gown (if needed) → mask → eye protection → gloves.

Doffing order (removes contamination from the outside in): Gloves → eye protection → gown → mask → hand hygiene. Remove gloves by grasping the outside of one glove, peeling it off, then using the clean inner surface of the removed glove to peel off the second glove. Never touch the outside of a used glove with bare skin.

Sharps Safety

Needlestick injuries are among the most common occupational exposures in health care. Prevent them by:

1. Using safety-engineered devices and activating the safety mechanism with one hand as soon as the needle is withdrawn.

2. Never passing an uncapped needle hand to hand.

3. Placing the sharps container at or near the point of use—never walk across a room with an exposed needle.

4. Using the one-hand scoop technique only if recapping is required: place the cap on a flat surface, slide the needle in with one hand, then flip the cap upright without using your other hand.

5. Disposing of the entire assembly (needle, holder, or syringe) intact into the sharps container—do not disassemble.

Safety Checkpoint

A 100% pass rate is required on the sharps-disposal and PPE donning/doffing checklist evaluated by your instructor. Any unsafe act observed during this practice session will stop your progress to hands-on labs until the skill is corrected and re-demonstrated successfully. Patient safety and your own safety are not negotiable.

Key terms9

Bloodborne Pathogens StandardOSHA regulation (29 CFR 1910.1030) that requires employers to protect workers from exposure to blood and other potentially infectious materials.
Engineering ControlsPhysical devices—such as safety-engineered needles and puncture-resistant sharps containers—that eliminate or isolate a bloodborne pathogen hazard at the source.
Work Practice ControlsChanges in how tasks are performed to reduce the likelihood of exposure, such as never recapping with two hands and activating needle safety devices immediately after use.
Standard PrecautionsCDC guidelines that treat all blood and most body fluids as potentially infectious regardless of a patient's known diagnosis, requiring hand hygiene and appropriate PPE for every patient encounter.
Other Potentially Infectious Materials (OPIM)Body fluids and materials beyond blood—such as semen, vaginal secretions, cerebrospinal fluid, and unfixed tissues—that can transmit bloodborne pathogens.
Personal Protective Equipment (PPE)Specialized clothing or equipment—including gloves, masks, eye protection, and gowns—worn to create a barrier against exposure to infectious materials.
One-Hand Scoop TechniqueA method of recapping a needle using only the hand holding the needle, with the cap resting on a flat surface, to avoid the risk of a two-handed needlestick.
Post-Exposure Follow-UpThe confidential medical evaluation and treatment an employer must provide at no cost to an employee after a potential occupational exposure to blood or OPIM.
Exposure DeterminationThe employer's written identification of job classifications and specific tasks that involve occupational exposure to blood or OPIM, required by the OSHA Bloodborne Pathogens Standard.
In class: Review the OSHA Bloodborne Pathogens Standard summary and complete a structured note-taking guide identifying: exposure determination, engineering controls, work practice controls, HBV vaccination, and post-exposure follow-up requirements. · Participate in a scenario-based case discussion: given three patient scenarios with varying infectious disease histories, students select appropriate PPE and document the rationale on a decision chart. · Practice proper glove donning and removal, mask application, and safe sharps disposal into a puncture-resistant container using the one-hand scoop technique, evaluated by the instructor with a pass/fail checklist.
Materials: OSHA Bloodborne Pathogens Standard summary poster, nitrile gloves (various sizes), face masks, sharps disposal containers, PPE decision flowchart handout, phlebotomy textbook
Check: 100% pass rate required on the sharps disposal and PPE donning/doffing checklist; this lesson feeds directly into the course Safety Check assessment — any unsafe act must be corrected before the student proceeds to hands-on labs.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Phlebotomy / Infection Control
1. Under the OSHA Bloodborne Pathogens Standard, which control measure must an employer prioritize first when a hazard is identified?
Phlebotomy / Safety
2. A phlebotomist has just completed a venipuncture and withdrawn the needle. What is the correct immediate next action?
Phlebotomy / Infection Control
3. A patient being seen for a routine glucose draw informs you she has active tuberculosis. Which PPE selection is most appropriate for the venipuncture?
Phlebotomy / PPE Technique
4. When removing contaminated gloves, which step is performed first?
Phlebotomy / Regulatory Compliance
5. Which statement correctly describes the employer's obligation regarding the Hepatitis B vaccine under the OSHA Bloodborne Pathogens Standard?
Phlebotomy / Safety
6. A sharps container in the phlebotomy draw room has reached its fill line. What is the correct action?
Phlebotomy / Infection Control
7. Standard Precautions differ from disease-specific isolation precautions in that Standard Precautions:
Phlebotomy / Regulatory Compliance
8. A phlebotomist sustains a needlestick while drawing blood from a patient with a known bloodborne illness. What is the correct first action?
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