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Patient Identification

Two patient identifiers verified before collection critical (required)

Confirm at least two approved identifiers were used, such as full name and date of birth.

Yes No N/A

Patient identity matches requisition and wristband critical (required)

Verify the patient information on the order, wristband, and verbal confirmation are consistent.

Yes No N/A

Patient asked to state identifiers when possible

Confirm the patient was actively involved in identity verification when able to respond.

Yes No N/A

Order Verification and Test Preparation

Collection order reviewed before draw critical (required)

Verify the requisition or electronic order was checked prior to specimen collection.

Yes No N/A

Special handling requirements confirmed

Confirm any fasting, timing, transport, protection from light, or temperature requirements were reviewed.

Yes No N/A

Specimen collection sequence verified critical (required)

Confirm the correct order of draw was followed for the tubes collected.

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 requirements.

Yes No N/A

Tubes filled to appropriate volume

Confirm tubes were filled according to manufacturer requirements to ensure specimen integrity.

Yes No N/A

Specimen mixed according to tube requirements

Verify additive tubes were gently inverted the correct number of times after collection.

Yes No N/A

Collection site and technique appropriate

Confirm the venipuncture or capillary collection site and technique were appropriate and documented when needed.

Yes No N/A

Labeling and Specimen Identification

Specimen labeled immediately after collection critical (required)

Verify labeling occurred in the presence of the patient and before leaving the collection area.

Yes No N/A

Label contains all required identifiers critical (required)

Confirm labels include required patient identifiers and collection details per policy.

Yes No N/A

Label matches specimen and order exactly critical (required)

Verify the label information matches the specimen type and the collection order without discrepancies.

Yes No N/A

Unlabeled or pre-labeled specimens avoided critical (required)

Confirm no specimen was left unlabeled or labeled before the patient was present.

Yes No N/A

Chain of Custody and Transport

Chain of custody documented when required critical (required)

Confirm custody documentation was completed for specimens requiring legal or forensic traceability.

Yes No N/A

Specimen handoff and transport documented

Verify specimen transfer to courier, lab staff, or transport container was documented according to policy.

Yes No N/A

Transport conditions maintained

Confirm specimens were transported under required conditions and within acceptable time limits.

Yes No N/A

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Run: Phlebotomy Specimen Collection Audit

Patient Identification

Order Verification and Test Preparation

Tube Selection and Collection Technique

Labeling and Specimen Identification

Chain of Custody and Transport

Get your results