I now have comprehensive information from Harrison's and other authoritative sources. Here is the full, detailed answer:
Diagnostic Tests for Anemia
Anemia is defined as hemoglobin below normal for a given population. The WHO thresholds are: <13 g/dL in men, <12 g/dL in non-pregnant women, <11 g/dL in pregnant women.
The diagnostic approach follows a structured, stepwise process.
Step 1: Complete Blood Count (CBC) - First-Line Test
The CBC is the foundation of anemia diagnosis. Key parameters:
Red Cell Indices (Table 66-1, Harrison's 22E)
| Index | Formula | Normal Range | Use |
|---|
| Hemoglobin (Hgb) | Direct measure | M: 13.5-17.5 g/dL; F: 12-16 g/dL | Confirms anemia |
| Hematocrit (Hct) | RBC × MCV / 10 | M: 41-53%; F: 36-46% | Confirms anemia |
| MCV | Hct / RBC count × 10 | 85-95 fL | Classifies anemia by cell size |
| MCH | Hgb / RBC count × 10 | 28.5-32.3 pg | Varies with MCV |
| MCHC | Hgb / Hct × 100 | 33.8-34.2 g/dL | Limited additional value |
| RDW | Range of cell sizes | 11.5-14.5% | Elevated = anisocytosis (varied cell sizes) |
| Platelet count | Direct count | 150,000-400,000/μL | Pancytopenia check |
MCV-Based Classification (Most Practical Approach)
| Type | MCV | Common Causes |
|---|
| Microcytic | < 80 fL | Iron deficiency, thalassemia, anemia of chronic disease, sideroblastic anemia |
| Normocytic | 80-100 fL | Acute blood loss, hemolytic anemia, anemia of chronic disease, aplastic anemia, renal disease |
| Macrocytic | > 100 fL | B12/folate deficiency, hypothyroidism, liver disease, drugs (hydroxyurea, methotrexate) |
Step 2: Peripheral Blood Smear - Mandatory for All Anemias
Directly visualizing red cell morphology is one of the most informative steps in anemia workup.
| Morphology Found | Pathophysiology | Disease Associations |
|---|
| Microcytes / Hypochromia | Hemoglobin deficiency | Iron deficiency, thalassemia, sideroblastic anemia |
| Macro-ovalocytes | Nuclear-cytoplasmic dyssynchrony | B12/folate deficiency |
| Spherocytes | Loss of red cell membrane | Hereditary spherocytosis, autoimmune hemolytic anemia |
| Schistocytes | RBC fragmentation | TTP, HUS, DIC, mechanical heart valve hemolysis |
| Sickle cells | Hemoglobin polymerization | Sickle cell disease |
| Target cells | Redundant red cell membrane | Thalassemia, liver disease, hemoglobinopathies |
| Teardrop cells | Marrow infiltration/fibrosis | Myelofibrosis |
| Basophilic stippling | Pathologic precipitation of polyribosomes | Thalassemia, lead poisoning |
| Echinocytes / Burr cells | Multiple small projections | Uremia, liver disease |
| Howell-Jolly bodies | Nuclear remnants | Asplenia, post-splenectomy |
| Polychromasia | Premature reticulocyte release | Hemolytic anemia, EPO stimulation |
| Elliptocytes / Pencil cells | Elongated RBCs | Iron deficiency, hereditary elliptocytosis |
| Nucleated RBCs | Marrow stress, asplenia | Massive hemorrhage, hemolysis, marrow fibrosis |
Step 3: Reticulocyte Count - Assesses Bone Marrow Response
Reticulocytes are young RBCs containing residual mRNA, present for ~24 hours after marrow release.
- Corrected reticulocyte count = Measured % × (Patient Hct / 45)
- Absolute reticulocyte count (preferred): directly measures reticulocytes per volume - no correction needed
| Reticulocyte Count | Interpretation |
|---|
| High (>100,000/μL) | Hyperproductive marrow - blood loss or hemolysis |
| Low/Normal in anemia | Hypoproductive - marrow failure, nutritional deficiency, renal disease |
Step 4: Iron Studies - For Microcytic or Suspected Iron-Deficiency Anemia
| Test | Normal | Iron Deficiency | Anemia of Chronic Disease |
|---|
| Serum Iron | 60-170 μg/dL | ↓ Low | ↓ Low |
| Serum Ferritin | 15-300 ng/mL | ↓ Low (<15) - most specific | Normal / ↑ High |
| TIBC (Total Iron Binding Capacity) | 250-370 μg/dL | ↑ High | ↓ Low / Normal |
| Transferrin saturation | 20-50% | ↓ Low (<15%) | ↓ Low |
| Soluble Transferrin Receptor (sTfR) | 8.7-28.1 nmol/L | ↑ Elevated | Normal |
| sTfR/Ferritin ratio | - | ↑ High | Normal |
Serum ferritin is the single best test for iron deficiency: a ferritin <15 ng/mL virtually confirms iron deficiency (high specificity); ferritin >100 ng/mL has a very low likelihood ratio for iron deficiency (LR- ~0.08). - Symptom to Diagnosis, 4th Ed.
Step 5: Additional Targeted Tests (Based on Suspected Cause)
For Macrocytic / Megaloblastic Anemia
- Serum Vitamin B12 - <200 pg/mL suggests deficiency
- Serum folate / RBC folate - RBC folate is more reliable
- Methylmalonic acid (MMA) and Homocysteine - elevated in B12 deficiency; only homocysteine elevated in folate deficiency
- Anti-intrinsic factor antibodies - for pernicious anemia
- Anti-parietal cell antibodies - for pernicious anemia
For Hemolytic Anemia
- LDH - elevated (released from lysed RBCs)
- Indirect bilirubin - elevated (from heme breakdown)
- Haptoglobin - decreased (consumed by free hemoglobin)
- Direct Coombs Test (DAT) - positive in autoimmune hemolytic anemia
- Urine hemoglobin / hemosiderinuria - intravascular hemolysis
For Suspected Hemoglobinopathy / Thalassemia
- Hemoglobin electrophoresis - identifies abnormal Hgb variants (HbS, HbC, HbH)
- HPLC (High-Performance Liquid Chromatography) - gold standard for Hgb typing
- Genetic/molecular testing - for alpha-thalassemia gene deletions
For Aplastic Anemia / Bone Marrow Failure
- Bone marrow aspiration + biopsy - mandatory
- Normal M:E ratio = 2.5:1
- Performed from the posterior iliac spine
- Biopsy must be done BEFORE aspiration to avoid artifact
- Indications include: circulating blasts, severe pancytopenia, reticulocytes <0.1%, unexplained severe anemia, evidence of marrow infiltration
For Renal Anemia
- Serum creatinine / eGFR - chronic kidney disease suppresses EPO
- Serum EPO level - inappropriately low in renal anemia
Diagnostic Algorithm Summary
ANEMIA CONFIRMED (low Hgb on CBC)
|
Peripheral Blood Smear + Reticulocyte Count
|
_____|__________________________________________
| | |
MICROCYTIC NORMOCYTIC MACROCYTIC
(MCV <80) (MCV 80-100) (MCV >100)
| | |
Iron studies Reticulocyte count B12, folate, MMA
Ferritin High → Hemolysis/ Homocysteine
TIBC blood loss Thyroid function
Hgb electro- Low → Marrow failure/ Liver enzymes
phoresis CKD/chronic disease Bone marrow biopsy
Sources: Harrison's Principles of Internal Medicine 22E (2025), Washington Manual of Medical Therapeutics, Goldman-Cecil Medicine, Symptom to Diagnosis 4th Ed., Robbins Pathologic Basis of Disease