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                  CHAPTER 2                                             evaluation in a broad variety of clinical conditions. Similarly, the leu-
                                                                            The complete blood count is a necessary part of the diagnostic
                  EXAMINATION OF                                        kocyte differential count and examination of the blood film, in spite of
                                                                        limitations as a screening test for occult disease, is important in initial
                  BLOOD CELLS                                           consideration of the differential diagnosis in most ill patients. Although
                                                                        quantitative and qualitative (morphologic) examination of the cells
                                                                        of the blood are considered separately in this chapter, the distinction
                                                                        between these two is not absolute, and measures once considered “qual-
                  Daniel H. Ryan                                        itative” become quantitative as technology advances.

                                                                             QUANTITATIVE MEASURES OF CELLS IN
                    SUMMARY                                                THE BLOOD


                    Determining a patient’s blood cell counts and examining the appearance of   PRINCIPLES OF AUTOMATED BLOOD CELL
                    cells on a blood film is central to the diagnosis of blood cell diseases and can
                    give important information about numerous other degenerative, inflamma-  ANALYSIS
                    tory, and neoplastic diseases that are reflected in quantitative or qualitative   Automated blood cell analysis is the cornerstone of the modern hema-
                    changes of blood cells. The quantity and quality of blood cells reflects the   tology laboratory, allowing rapid, cost-effective, and accurate analysis
                    aggregate function of the major blood forming tissue, the marrow, and is thus   of the cells of the blood, including new parameters with diagnostic util-
                    an essential component of diagnosis and followup of primary hematological   ity. The morphologic and functional complexity of blood cells requires
                    disorders. The decision to perform a marrow examination, and the types of   direct microscopic examination of a stained blood film by a trained
                                                                        observer. However, it is possible to use automated techniques to analyze
                    special studies required, follow from a careful analysis of blood cells. Currently   and report on the majority of samples, using defined criteria (“flags”)
                    available automated blood cell analyzers continue to evolve and are the main-  to select those that need further microscopic review. Automated hema-
                    stay of blood cell counting, providing an increasing array of novel quantitative   tology analyzers typically incorporate multiple proprietary software
                    parameters, and flagging of abnormal samples that need manual microscopic   flags based on acceptability criteria related to pattern recognition in the
                    review. The blood provides a unique example of a tissue that can be readily   multiparameter displays or comparison of different detection modes for
                    analyzed with a degree of quantitative detail unavailable in any other organ   the same cell type. These are frequently updated in software or when
                    system.                                             new models are introduced to improve sensitivity and specificity. In this
                                                                        way, instruments identify samples that contain cells or abnormalities the
                                                                        instrument cannot definitively identify, so that a skilled morphologist
                                                                        can visually evaluate that specimen. Some of these flags can be adjusted
                                                                        or suppressed by the user to achieve an appropriate balance that mini-
                     INTRODUCTION                                       mizes both false positives and false negatives. The optimum balance is
                                                                        dependent on the patient population examined. Guidelines for manual
                  The blood is examined so as to answer these questions: Is the marrow   smear review based on comparative data have been published, based
                  producing appropriate numbers of mature cells in the major hemato-  on instruments then in common use.  Protocols for evaluating and
                                                                                                     1
                  poietic  lineages?  Is  the  development  of  each  hematopoietic  lineage   adjusting flagging criteria within an individual laboratory have been
                  qualitatively normal? Are there abnormal (e.g., leukemia or lymphoma)   described.  Manual review may consist of a scan of the blood film, a
                                                                                2
                  cells in the blood? Quantitative measures available from automated   more detailed blood film examination including leukocyte differential
                  cell counters are reliable and provide a rapid and cost-effective way to   count, or a physician’s review, based on laboratory defined criteria.  The
                                                                                                                        3
                  screen for primary or secondary disturbances of hematopoiesis. Light   proportion of samples requiring manual blood film review differs among
                  microscopic observation of the blood film is essential to confirm certain   instruments and the type of patient population tested. Studies show a
                  quantitative results and to investigate qualitatively abnormal differenti-  10 to 30 percent manual review rate,  with a false negative rate (i.e.,
                                                                                                   4–6
                  ation of the hematopoietic lineages. Based on examination of the blood,   abnormal samples that were not flagged for review) varying from
                  the physician is directed toward a more focused assessment of marrow   approximately 3 percent  to 10–14 percent.  Most of the false nega-
                                                                                                         4
                                                                                          1
                  function or to systemic disorders that secondarily involve the hemato-  tives with current instrumentation are related to red cell and platelet
                  poietic system.
                                                                        morphology with relatively limited diagnostic significance.  Contin-
                                                                                                                    4
                                                                        ued improvement in methodology and increased sophistication of data
                                                                        analysis will result in further reduction of unnecessary manual smear
                                                                        reviews. Depending on workload and space considerations, laboratories
                    Acronyms and Abbreviations:   CHr, reticulocyte-specific hemoglobin content;   may choose to link automated hematology analyzers with automated
                    EDTA, ethylenediaminetetraacetic acid; fl, femtoliter; FRC, fragmented red cell   blood film preparation and automated image analyzers to facilitate man-
                    counts; Hct, hematocrit; HYPO%, percentages of red cells falling below a cutoff for   ual morphologic review of cells by traditional light microscopy or online
                    hemoglobin concentration; %HypoHe, percentages of red cells falling below a cutoff   review of digitized images.  These instruments can provide a provisional
                                                                                           7
                    for hemoglobin content; Ig, immunoglobulin; MCH, mean cell hemoglobin; MCHC,   differential count with good accuracy,  although typically final classifi-
                                                                                                    8
                    mean cell hemoglobin concentration; MCV, mean cell volume; MPV, mean platelet   cation of problematic cells is performed by a technologist or physician.
                    volume; NHANES, National Health and Nutrition Examination Survey; NK, natural   The characteristics of automated hematology analyzer systems
                    killer; PDW, platelet volume distribution width; RBC, red blood cell; RDW, red cell   have been reviewed.  A detailed description of individual instruments
                                                                                       9
                    distribution width; RET-He, reticulocyte-specific hemoglobin content.  is beyond the scope of this chapter, but the general principles employed
                                                                        by state-of-the-art instrumentation are summarized below. The major





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