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newSchoolWorks.com › VoTechWorks › Health & Personal Services › Phlebotomy Technician › Venipuncture: Technique, Safety, and Clinical Application › Lesson 3
HLT-PHLE88-02 · Lesson 3 · 4 clock hours · theory

Infection Control and OSHA Bloodborne Pathogen Standards in Phlebotomy

Objective. Students will explain OSHA Bloodborne Pathogen Standard requirements as they apply to phlebotomy and demonstrate correct selection and donning/doffing of personal protective equipment.

⚠ 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 Matters in Phlebotomy

Every time you perform a venipuncture, you work directly with human blood. Blood and certain other body fluids can carry pathogens—disease-causing microorganisms—that pose a real risk to you, your patients, and your coworkers. The most serious bloodborne pathogens in the healthcare setting are hepatitis B virus (HBV), hepatitis C virus (HCV), and human immunodeficiency virus (HIV). OSHA's Bloodborne Pathogen Standard (29 CFR Part 1910.1030) is the federal regulation that sets the minimum requirements employers must follow to protect workers from these hazards. Understanding and following this standard is not optional—it is a legal and professional obligation.

The OSHA Bloodborne Pathogen Standard: Core Requirements

The OSHA Bloodborne Pathogen Standard applies to any worker who has reasonably anticipated contact with blood or other potentially infectious materials (OPIM) as part of their job duties. As a phlebotomy technician, you are covered.

Exposure Control Plan. Every covered employer must have a written exposure control plan that is specific to their workplace. This plan identifies which job classifications and tasks involve exposure risk, describes the methods used to protect employees, and must be updated at least annually. You should know where your facility's plan is kept and be familiar with its contents.

Engineering and Work Practice Controls. These are the first line of defense. Engineering controls physically remove or isolate the hazard—examples include safety-engineered needles with built-in shields, needleless systems, and puncture-resistant sharps disposal containers. Work practice controls change how a task is performed. Key examples for phlebotomy include:

Personal Protective Equipment (PPE). When engineering and work practice controls alone cannot eliminate exposure risk, PPE is required. The employer must provide PPE at no cost to the employee. For phlebotomy, appropriate PPE typically includes gloves, and may include a gown, mask, and eye protection depending on the anticipated level of exposure.

Hepatitis B Vaccination. Employers must offer the hepatitis B vaccine series to all employees with occupational exposure, at no cost to the employee, within 10 working days of assignment to tasks with exposure risk. Employees may decline in writing using a specific declination statement. If you decline and later change your mind, the employer must still provide the vaccine.

Post-Exposure Follow-Up. If you experience a needlestick, a cut from a contaminated sharp, or a splash of blood or OPIM to your eyes, nose, mouth, or broken skin, you must report it immediately to your supervisor. The employer is required to provide a confidential medical evaluation and follow-up at no cost to you.

Training. All covered employees must receive training at the time of initial assignment and annually thereafter. Training must include an explanation of the standard, how bloodborne diseases are transmitted, the exposure control plan, PPE use, and what to do after an exposure incident.

Recordkeeping. Employers must maintain medical records for each employee with occupational exposure for the duration of employment plus 30 years. Training records must be kept for 3 years.

Standard Precautions

Standard precautions are the foundation of infection control in all healthcare settings. The core principle is to treat every patient's blood and OPIM as if they are infectious, regardless of the patient's known diagnosis. This approach protects both patients and healthcare workers from unrecognized infections. Standard precautions include:

Selecting, Donning, and Doffing PPE

Correct PPE use depends on proper sequence. Putting PPE on incorrectly or removing it carelessly can transfer contamination to your hands, face, or clothing.

Donning sequence (putting on):

1. Perform hand hygiene.

2. Put on the gown, tying it securely at the neck and waist.

3. Put on the mask or respirator.

4. Put on eye protection if required.

5. Put on gloves last, pulling cuffs over the gown sleeves.

Doffing sequence (taking off): Doffing is the higher-risk step because the outside of all PPE is considered contaminated.

1. Remove gloves first using a glove-to-glove, skin-to-skin technique to avoid touching the contaminated outer surface with bare skin.

2. Remove eye protection by handling only the earpieces or headband.

3. Remove the gown by unfastening ties, pulling it away from your body and rolling it inside-out; avoid shaking it.

4. Remove the mask last, handling only the ties or ear loops.

5. Perform hand hygiene immediately after all PPE is removed.

For routine phlebotomy on a cooperative patient with no anticipated splashing, gloves are the minimum required PPE. Select the correct glove size—gloves that are too large reduce dexterity and increase the chance of errors; gloves that are too small may tear.

Sharps Safety

Needlestick injuries are among the most common occupational hazards in phlebotomy. Always activate the needle's safety mechanism immediately after use, before setting it down. Walk to the sharps container and drop the device in—never reach into a container. Label containers with a biohazard symbol. Replace containers when they reach the manufacturer's fill line, not after.

When an Exposure Occurs

If you sustain a needlestick or splash exposure: wash the wound site thoroughly with soap and water (or flush mucous membranes with water), and report to your supervisor immediately. Prompt reporting is critical because post-exposure prophylaxis, when indicated, is most effective when started quickly. Do not delay reporting out of embarrassment or concern about paperwork.

Key terms10

Bloodborne PathogenA pathogenic microorganism present in human blood that can cause disease in humans; examples include HBV, HCV, and HIV.
Exposure Control PlanA written document required by OSHA that identifies workers at risk, describes methods to protect them from bloodborne pathogen exposure, and must be updated at least annually.
Engineering ControlsDevices or equipment that physically isolate or remove a bloodborne pathogen hazard from the workplace; examples include safety-engineered needles and sharps disposal containers.
Work Practice ControlsChanges in the way tasks are performed to reduce the likelihood of exposure; examples include one-handed needle recapping and immediate safety-device activation.
Personal Protective Equipment (PPE)Specialized clothing or equipment worn to protect a worker from exposure to hazards; in phlebotomy this includes gloves, gowns, masks, and eye protection as needed.
Standard PrecautionsAn infection control approach that treats all patient blood and body fluids as potentially infectious, regardless of the patient's known diagnosis.
DonningThe act of putting on PPE in the correct sequence to prevent contamination of the wearer.
DoffingThe act of removing PPE in the correct sequence so that contaminated surfaces do not contact bare skin or clothing.
Other Potentially Infectious Materials (OPIM)Body fluids, tissues, and materials other than blood that OSHA identifies as capable of transmitting bloodborne pathogens; includes semen, vaginal secretions, cerebrospinal fluid, and others.
Post-Exposure Prophylaxis (PEP)Medical treatment started after a potential exposure to a bloodborne pathogen to reduce the risk of infection; most effective when initiated promptly after exposure.
In class: Read assigned sections of the OSHA Bloodborne Pathogen Standard summary and answer guided questions linking each requirement (exposure control plan, hepatitis B vaccination, training) to phlebotomy practice. · Practice the donning and doffing sequence for gloves, mask, and gown in pairs, with a partner observing against a printed checklist and providing corrective feedback. · Analyze three scenario cards describing sharps disposal errors, hand hygiene lapses, and PPE failures; write a corrective action for each based on standard precautions.
Materials: OSHA Bloodborne Pathogen Standard summary handout, gloves (various sizes), masks, gowns, sharps disposal container, hand hygiene poster, scenario cards, printed donning/doffing checklist
Check: Student completes donning/doffing with zero critical errors on the checklist and correctly identifies the required corrective action in all three scenarios; instructor signs off.

Practice check8

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

Safety and Infection Control
1. Under the OSHA Bloodborne Pathogen Standard, how often must the exposure control plan be reviewed and updated?
Safety and Infection Control
2. A phlebotomy technician has just withdrawn the needle from a patient's vein. What is the correct immediate next action regarding sharps safety?
Safety and Infection Control
3. Which of the following best describes the principle of standard precautions?
Safety and Infection Control
4. During doffing of full PPE (gown, gloves, mask), which item should be removed FIRST?
Safety and Infection Control
5. An employer covered by the OSHA Bloodborne Pathogen Standard is required to offer the hepatitis B vaccine to eligible employees within how many working days of assignment to tasks involving exposure risk?
Safety and Infection Control
6. A phlebotomist notices the sharps container in the patient room is filled to the marked fill line. What is the correct action?
Safety and Infection Control
7. A phlebotomy technician sustains a needlestick from a used needle. After washing the wound with soap and water, what is the most important immediate next step?
Safety and Infection Control
8. Which of the following is classified as an engineering control under the OSHA Bloodborne Pathogen Standard?
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