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newSchoolWorks.com › VoTechWorks › Health & Personal Services › Phlebotomy Technician › Capillary and Special Collections › Lesson 5
HLT-PHLE88-03 · Lesson 5 · 6 clock hours · demo

Heelstick Collection: Neonatal and Infant Skin Puncture

Objective. Students will describe the safe anatomical zones for neonatal heelstick, demonstrate warming technique, and perform the heelstick sequence on a neonatal simulation model using a device appropriate for neonatal use.

⚠ 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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Heelstick Collection: Neonatal and Infant Skin Puncture

Capillary blood collection from a newborn's heel is one of the most common and most critical procedures a phlebotomy technician performs. Errors in site selection or technique can cause lasting injury to an infant. Understanding the anatomy, following the correct sequence, and using the right equipment are non-negotiable.

Why the Heel?

Newborns and young infants do not have veins large enough for routine venipuncture. The plantar surface of the heel provides an accessible capillary bed close to the skin. Blood collected here is used for newborn metabolic screening, bilirubin measurement, blood glucose, and other point-of-care tests.

Safe Anatomical Zones

The only acceptable puncture sites are the medial plantar surface and the lateral plantar surface of the heel. On a printed diagram, these zones fall roughly on the inner and outer lower thirds of the foot's sole, away from the arch and toes.

Three areas must never be punctured:

The calcaneus is the largest tarsal bone. In a newborn it is largely cartilage, not yet fully ossified, but it still poses a serious risk. An unintended puncture into bone can introduce infection (osteomyelitis) or cause permanent structural damage. Because the distance from skin surface to bone is only a few millimeters in a newborn, depth control matters absolutely.

Warming the Heel

Warming the site before puncture increases local blood flow (arterialization) and produces a better specimen with less squeezing needed. Use a commercial heel warmer designed for neonatal use — not a towel soaked in hot water, which can cause burns. Follow the manufacturer's instructions for activation and application time, typically around 3 to 5 minutes. The device should feel warm, not hot, to your own skin before applying it to the infant.

Never use a microwave or any heat source not validated for this purpose. Burns in neonates can occur at temperatures that seem mild to an adult.

Device Selection

Use only neonatal-specific safety lancets. These devices are engineered to a controlled puncture depth appropriate for neonatal heel tissue — generally shallower than devices used for adult finger sticks. Adult lancets, even retractable ones, penetrate too deeply and risk bone contact. Always read the device label to confirm it is indicated for neonatal or infant heel use. Single-use, retractable, and blade-style neonatal devices are all acceptable; whichever you use must be neonatal-labeled.

The Heelstick Sequence

1. Verify patient identity using the two-identifier protocol (typically the armband and a parent/guardian confirmation in the NICU or nursery).

2. Gather and label all collection materials before touching the patient.

3. Don gloves. Gloves are required for all skin puncture collections.

4. Position the foot. Hold the infant's foot gently but firmly, ankle supported, heel accessible. The foot may be slightly lower than the body to encourage blood flow.

5. Warm the site with a commercial heel warmer for the recommended time.

6. Clean the site with an alcohol prep pad and allow it to dry completely. Residual alcohol dilutes the sample and can cause hemolysis.

7. Identify the safe zone visually. Puncture the medial or lateral plantar surface only.

8. Apply the lancet perpendicular to the skin and activate it in one smooth motion. Do not press so hard that the device bottoms out before firing.

9. Wipe away the first drop of blood with a clean, dry gauze pad. The first drop contains excess tissue fluid.

10. Collect the specimen. Apply gentle, intermittent pressure — not continuous milking or squeezing. Milking forces tissue fluid into the sample, diluting analytes and giving false low results.

11. Fill collection vessels. For a newborn screening filter paper card (Guthrie card), touch the single large drop to the center of each printed circle and allow blood to soak through to fill the circle completely from one continuous drop. Do not layer drop on top of drop; layering creates an uneven, clotted specimen that fails the laboratory's quality criteria.

12. Apply pressure with gauze until bleeding stops. Do not apply bandages to neonates — they are an aspiration and skin-injury risk.

13. Dispose of the lancet immediately into the sharps container.

14. Label and process specimens per your facility's policy.

Filter Paper Card (Guthrie Card) Specifics

Each circle on a newborn screening card must be filled with a single application of blood large enough to saturate the paper through to the back. Hold the card so the printed side faces the heel, touch it to the blood drop — do not smear or press repeatedly. Verify saturation by checking the reverse side. Incomplete circles or layered spots are rejected by the state screening laboratory, requiring a recollect and delaying critical diagnoses such as PKU and congenital hypothyroidism.

Allow the card to air-dry horizontally for the time specified on the card package (commonly around 3 hours) before placing it in the shipping envelope. Never stack wet cards or expose them to direct sunlight or heat.

Safety Summary

Patient safety in neonatal collection depends on discipline: every step in the right order, every time.

Key terms9

CalcaneusThe heel bone; in neonates it lies very close to the skin surface and must not be punctured, as this can cause osteomyelitis or permanent bone damage.
Plantar surfaceThe sole-facing surface of the foot; the medial and lateral plantar aspects of the heel are the only safe heelstick zones.
ArterializationThe increase in arterial blood flow to a capillary bed achieved by warming the site, producing a specimen whose oxygen and analyte content more closely resembles arterial blood.
Neonatal safety lancetA single-use, retractable puncture device engineered to a controlled shallow depth appropriate for neonatal heel skin, preventing accidental bone contact.
Guthrie card (filter paper card)A standardized absorbent paper card used to collect dried blood spot specimens for newborn metabolic screening; each circle must be filled with one continuous blood drop without layering.
MilkingRepetitive squeezing or stripping of the puncture site to force blood out; this introduces tissue fluid into the sample, diluting analytes and producing inaccurate results.
OsteomyelitisInfection of bone tissue; a serious complication that can result from heelstick puncture outside the safe zone, particularly near the calcaneus.
Dried blood spot (DBS)A method of specimen collection in which blood is absorbed onto filter paper and allowed to dry before shipment to the laboratory for newborn screening analysis.
LayeringApplying multiple drops of blood to the same filter paper circle; this creates a clotted, multi-layer specimen that is rejected by newborn screening laboratories.
In class: Anatomical mapping exercise: using a printed diagram of an infant foot, students shade the safe plantar heel zones and mark the prohibited medial and posterior curved surfaces, then explain in writing why the calcaneus bone proximity makes certain areas hazardous. · Instructor live demonstration on a neonatal heel model: shows warming with a commercial heel warmer for the recommended duration, correct lancet-free device selection for neonates, puncture motion, blood flow encouragement without milking, and filter paper card spotting technique for newborn screening. · Students perform three heelsticks on neonatal simulation models under instructor observation, completing a newborn screening filter paper card spot correctly (filling each circle from one continuous blood drop without layering).
Materials: Neonatal foot simulation models, neonatal-specific safety lancets, commercial heel warmers, newborn screening filter paper cards (Guthrie cards), microtainers, gloves, gauze, alcohol prep pads, sharps container, anatomical foot diagram
Check: Instructor-scored competency checklist: student must correctly identify safe zones (zero-error tolerance), use neonatal-appropriate device, and correctly fill at least two filter paper circles without layering; overall checklist minimum 80%.

Practice check8

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

Specimen Collection
1. Which area of the neonatal foot is within the safe heelstick zone?
Specimen Collection
2. A phlebotomy technician is preparing to perform a heelstick on a newborn. Which device is appropriate to select?
Specimen Collection
3. What is the primary reason the first drop of blood is wiped away before collecting the heelstick specimen?
Specimen Collection
4. When filling a newborn screening filter paper card, the technician applies two separate drops to the same circle because the first drop did not completely fill it. This technique is:
Specimen Collection
5. Why is a commercial heel warmer preferred over a towel soaked in warm water for neonatal heelstick preparation?
Specimen Collection
6. Continuous squeezing of the heel to force blood flow during a heelstick collection is called milking. Which statement correctly describes its effect?
Safety and Compliance
7. After completing a neonatal heelstick, the technician covers the puncture site with an adhesive bandage. This action is:
Specimen Handling and Transport
8. A freshly spotted newborn screening filter paper card should be handled after collection by:
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