Anemia examination

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Here is a comprehensive guide to the examination of anemia, drawn from Harrison's Principles of Internal Medicine, Rosen's Emergency Medicine, and Goldman-Cecil Medicine.

Examination of Anemia

Definition

Anemia is defined by hemoglobin below the normal range for age, sex, and altitude:
Age/SexHemoglobin (g/dL)Hematocrit (%)
Adult man16 ± 247 ± 6
Adult woman (menstruating)13 ± 240 ± 6
Adult woman (postmenopausal)14 ± 242 ± 6
During pregnancy12 ± 237 ± 6
Childhood1236

Step 1: History

Symptoms of anemia:
  • Fatigue, weakness, dizziness, syncope
  • Dyspnea, decreased exercise tolerance
  • Chest pain (ischemia in patients with atherosclerosis)
  • Pica (iron deficiency) or peripheral neuropathy (B12 deficiency)
Bleeding history:
  • Epistaxis, hemoptysis, hematemesis, melena, hematochezia, hematuria
  • Menstrual history: duration, pad/tampon count, clots
  • Bleeding after trauma, tooth extractions, injections
Dietary and social history:
  • Vegetarianism, poor nutrition
  • Alcohol use, toxin/drug exposure
Medical/family history:
  • Previous anemia, transfusions, iron supplements
  • Racial background (thalassemia, sickle cell risk)
  • Underlying disease: uremia, liver disease, hypothyroidism, cancer, rheumatic or renal disease
  • Previous surgery

Step 2: Physical Examination

Vital signs (serial monitoring in acute anemia):
  • Blood pressure, pulse, respiratory rate, oxygen saturation
  • Orthostatic changes suggest significant volume depletion
Skin:
  • Pallor, jaundice, diaphoresis, cyanosis
  • Purpura, petechiae, ecchymoses, angiomas, telangiectasias, ulcerations
Eyes:
  • Pale conjunctiva (most reliable sign of pallor)
  • Icteric sclera (hemolysis)
Mouth:
  • Glossitis, tongue atrophy, papillary soreness → B12/folate deficiency
Cardiovascular:
  • Resting tachycardia (compensation)
  • Flow murmur (high-output state)
  • S3 or S4, signs of heart failure
Abdomen:
  • Hepatomegaly, splenomegaly → hemolysis, hematologic malignancy
  • Right upper quadrant tenderness → hemolysis with bilirubin stones
  • Rectal exam: heme-positive stool (blood loss)
Neurologic:
  • Decreased vibratory sensation / proprioception, ataxia → B12 deficiency
  • Peripheral neuritis
Lymph nodes:
  • Lymphadenopathy → systemic hematologic disease (lymphoma, leukemia)
Facial features:
  • Frontal bossing → hemoglobinopathy / thalassemia

Step 3: Laboratory Testing

Complete Blood Count (CBC) with Indices

The most important initial test. Key parameters:
IndexFormulaNormal Values
MCV (mean corpuscular volume)Hct / RBC × 1085–95 fL
MCHCHgb / Hct × 10033.8–34.2 g/dL
MCHHgb / RBC × 1028.5–32.3 pg
RDWSD or CV of RBC size distributionMarker of anisocytosis
MCV-based classification is the primary diagnostic framework:
Algorithm for Evaluation of Anemia
Fig. Algorithm for the Evaluation of Anemia — Rosen's Emergency Medicine

MCV Classification

MCVTypeCommon Causes
< 81 fL (Microcytic)HypochromicIron deficiency, thalassemia, sideroblastic anemia, lead intoxication, chronic disease (late)
81–100 fL (Normocytic)Normal sizeAcute blood loss, chronic disease, chronic renal insufficiency, hypothyroidism, aplastic anemia, hemolysis, G6PD
> 100 fL (Macrocytic)Large cellsB12 deficiency, folate deficiency, liver disease, reticulocytosis, myelodysplastic syndromes, ETOH abuse, drugs (hydroxyurea, AZT, chemo)

Peripheral Blood Smear

A crucial complement to CBC indices. Key morphological findings:
Severe iron-deficiency anemia — microcytic, hypochromic cells with marked anisocytosis and poikilocytosis:
Severe iron-deficiency anemia smear
FIGURE: Severe iron-deficiency anemia (Harrison's)
Macrocytosis — large oval-shaped (macro-ovalocyte) cells, well hemoglobinized, often with hypersegmented neutrophils in B12/folate deficiency:
Macrocytosis smear
FIGURE: Macrocytosis — Harrison's
Other important smear findings:
MorphologyAssociations
Schistocytes / helmet cellsMicroangiopathic hemolytic anemia (TTP, HUS, DIC)
SpherocytesHereditary spherocytosis, autoimmune hemolytic anemia
Target cellsThalassemia, liver disease, hemoglobin C
Teardrop cellsMyelofibrosis, severe iron deficiency
Sickle cellsSickle cell disease
Bite cellsG6PD deficiency
Echinocytes (burr cells)Uremia, liver disease
Howell-Jolly bodiesAsplenia, hyposplenism
Nucleated RBCsSevere hemolysis, marrow infiltration
PolychromasiaReticulocytosis (early marrow response)

Reticulocyte Count

Measures bone marrow erythropoietic activity — essential for classifying anemia as:
  • Hypoproliferative (low reticulocyte count) → bone marrow failure, nutritional deficiency, chronic disease
  • Hyperproliferative (high reticulocyte count) → hemolysis or blood loss with intact marrow
The corrected reticulocyte count adjusts for the degree of anemia:
Corrected reticulocyte count = Measured reticulocyte % × (Patient Hct / 45)
The absolute reticulocyte count (from automated counters) requires no correction.

Additional Targeted Tests

Suspected CauseTests
Iron deficiencySerum iron ↓, TIBC ↑, ferritin ↓
B12/folate deficiencySerum B12, folate; methylmalonic acid; homocysteine
HemolysisLDH ↑, haptoglobin ↓, indirect bilirubin ↑, direct Coombs test
Renal diseaseCreatinine, BUN
HypothyroidismTSH
Aplastic anemia / malignancyBone marrow biopsy
HemoglobinopathyHemoglobin electrophoresis
Chronic diseaseESR, CRP, ferritin (elevated)

Bone Marrow Examination

Indicated when peripheral blood and biochemical tests are inconclusive, or when marrow infiltration (malignancy, myelofibrosis) or aplastic anemia is suspected. Aspiration from the posterior iliac spine allows evaluation of:
  • Cellularity (erythroid vs. myeloid hyperplasia)
  • Cell morphology and differential
  • Iron stores (Prussian blue stain)

Summary: Four Steps to Diagnosis (Harrison's)

  1. History — symptoms, bleeding sites, diet, drugs, family
  2. Physical exam — consequences of anemia (flow murmur, pallor, tachycardia) + etiologic clues (splenomegaly, glossitis, frontal bossing)
  3. Peripheral blood smear — red cell morphology, reticulocyte count
  4. Targeted lab tests — guided by MCV classification and smear findings

Sources: Harrison's Principles of Internal Medicine 22E (2025), Rosen's Emergency Medicine, Goldman-Cecil Medicine
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