Run Phlebotomy Specimen Collection Audit — Free

Audit Details

Collection site and audit date recorded

Document the unit, clinic, room, or draw station being audited and the date/time of observation.

Inspector name and role documented

Record the auditor's name, title, and department.

Observed phlebotomist identified

Record the staff member performing the collection, if permitted by facility policy.

Collection type identified

Select the observed collection workflow.

Applicable SOP or reference document available

Reference the local specimen collection SOP, if used during the audit.

Patient Identification

Two patient identifiers verified before collection critical (required)

Confirm use of two approved identifiers before any specimen is drawn.

Yes No N/A

Patient identity matched to wristband or source document critical (required)

Confirm the patient identifiers matched the wristband, requisition, or LIS source used at the bedside.

Yes No N/A

Patient asked to state identifiers when able

Patient was actively involved in identity confirmation when clinically appropriate.

Yes No N/A

Unidentified or altered patient identity issue escalated critical (required)

Any discrepancy, unreadable wristband, or mismatch was stopped and escalated before collection proceeded.

Yes No N/A

Order Verification and Test Preparation

Order verified against requisition or LIS before draw critical (required)

Confirm the collector checked the active order before specimen collection.

Yes No N/A

Specimen type and test requirements reviewed

Collector confirmed special handling needs such as fasting, timed draw, protected from light, chilled transport, or STAT priority.

Yes No N/A

Collection timing requirements met critical (required)

Timed, pre-dose, post-dose, or fasting requirements were followed as ordered.

Yes No N/A

Rejected or duplicate orders identified before collection

Collector checked for duplicate, canceled, or invalid orders before drawing specimens.

Yes No N/A

Special handling instructions documented

Any special handling instructions were documented and communicated to transport or receiving staff.

Yes No N/A

Tube Selection and Collection Technique

Correct tube type selected for ordered tests critical (required)

Verify the tube color/additive matched the test order and facility collection guide.

Yes No N/A

Order of draw followed critical (required)

Confirm the collector followed the approved order of draw to reduce additive carryover.

Yes No N/A

Tube fill volume acceptable

Record the observed fill volume or assess whether the tube was filled to the acceptable range for the additive.

Specimen collected using aseptic and safe technique critical (required)

Collector used appropriate skin antisepsis, maintained specimen integrity, and followed safe sharps handling practices.

Yes No N/A

Collection site complications documented

Any hemolysis risk, difficult draw, multiple attempts, or adverse patient reaction was documented per policy.

Yes No N/A

Labeling and Specimen Identification

Specimen labeled immediately after collection at bedside critical (required)

Confirm the specimen was labeled in the presence of the patient immediately after collection and before leaving the bedside or draw area.

Yes No N/A

Label matches patient identifiers and order critical (required)

Verify the label contains the correct patient name, second identifier, date/time of collection, and collector identification as required by policy.

Yes No N/A

Label legible, complete, and securely affixed

Label is readable, not wrinkled or peeling, and does not obscure specimen information.

Yes No N/A

Unlabeled or mislabeled specimen prevented from release critical (required)

Any unlabeled, partially labeled, or mismatched specimen was held, rejected, or recollected per policy.

Yes No N/A

Chain of Custody and Transport

Chain-of-custody requirements identified when applicable critical (required)

Confirm chain-of-custody procedures were used for specimens requiring legal, forensic, or controlled handling.

Yes No N/A

Specimen handoff documented to receiving staff or transport

Documented transfer occurred according to facility process, including date/time and recipient when required.

Yes No N/A

Transport conditions maintained critical (required)

Specimen was placed in the correct bag/container and maintained required temperature, light protection, or urgency status.

Yes No N/A

Specimen rejection or incident escalated

Any transport delay, leakage, breakage, or custody discrepancy was escalated and documented.

Yes No N/A

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Run: Phlebotomy Specimen Collection Audit

Audit Details

Patient Identification

Order Verification and Test Preparation

Tube Selection and Collection Technique

Labeling and Specimen Identification

Chain of Custody and Transport

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