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This course plan, its lessons and its assessments has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

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Phlebotomy Technician

7 courses · 512 clock hours · 4–5 mo full-time. Grading is competency-based: each course requires the written exam, a competent skills demonstration with zero safety faults, a signed log, and a passed safety audit; percentage weights only rank performance above the competency floor.

$4,897 COMPLIMENTARYprogram tuition
7courses
55lessons
512hours
0assessments
Development progressPlanCourses, lessons and assessments written for this tradeLessons55 of 55 lesson pages writtenPractice440 practice questionsResources108 reference entries (study list)Review0 lesson pages reviewed by a licensed professional
Study now: 55 lesson pages are open (lesson titles below are links).
HLT-PHLE88-01 Universal core

Universal Core: Safety, Math, Communication & Career for Phlebotomy Technicians

148 hr · $1,185 COMPLIMENTARY

This foundational course equips adult learners with the safety knowledge, occupational math, health-care communication skills, and professional behaviors required to enter phlebotomy training and, ultimately, the clinical workplace. Topics span OSHA bloodborne-pathogen and hazard-communication standards, first aid and CPR, specimen-math and unit conversions, medical terminology, electronic health record navigation, and job-readiness skills tied directly to the Certified Phlebotomy Technician (CPT) credential domains tested by NHA, AMT, and ASCP. Successful completion prepares students to advance into hands-on venipuncture coursework with the safety mindset and communication foundation that patient care demands.

Outcomes
Course text

This foundational course equips adult learners with the safety knowledge, occupational math, health-care communication skills, and professional behaviors required to enter phlebotomy training and, ultimately, the clinical workplace. Topics span OSHA bloodborne-pathogen and hazard-communication standards, first aid and CPR, specimen-math and unit conversions, medical terminology, electronic health record navigation, and job-readiness skills tied directly to the Certified Phlebotomy Technician (CPT) credential domains tested by NHA, AMT, and ASCP. Successful completion prepares students to advance into hands-on venipuncture coursework with the safety mindset and communication foundation that patient care demands.

How the course runs. 7 blocks: OSHA Bloodborne Pathogen and Hazard Communication Standards in Phlebotomy; Workplace Safety: OSHA 10 Principles, Infection Control, and Healthcare Facility Hazards; First Aid and CPR/AED Certification; Trade Math and Measurement for Phlebotomy: Units, Conversions, and Ratios; Medical Terminology, Anatomical Language, and Laboratory Order Interpretation; Digital Tools: Electronic Health Records, Laboratory Information Systems, and Professional Communication; Career Readiness: Professionalism, Ethics, Resume, and Job-Search Skills for Phlebotomy Technicians.

What competent looks like. Demonstrate compliance with OSHA bloodborne-pathogen exposure-control requirements and hazard-communication standards in simulated phlebotomy scenarios. Perform adult CPR and first aid to current American Heart Association or American Red Cross guidelines and obtain a recognized provider card. Accurately perform unit conversions, ratio calculations, and dilution math commonly encountered in specimen collection and laboratory requisition work. Decode and correctly use medical terminology, anatomical directional terms, and abbreviations found on laboratory orders and requisition forms. Navigate a simulated electronic health record (EHR) system to locate patient demographics, test orders, and collection instructions without error. Construct a professional resume, complete a mock job application, and participate in a scored mock interview appropriate to entry-level phlebotomy positions.

Lessons · 7 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1OSHA Bloodborne Pathogen and Hazard Communication Standards in Phlebotomy24theoryStudents will correctly identify OSHA bloodborne-pathogen exposure-control requirements, hierarchy of controls, personal protective equipment selection, and hazard-communication (HazCom/GHS) label components as they apply to phlebotomy work.
  1. Guided reading and annotation of the OSHA Bloodborne Pathogens standard summary and the GHS Safety Data Sheet format, followed by a structured class discussion identifying which elements apply directly to a phlebotomy draw station.
  2. Case-study analysis of three realistic exposure scenarios (needlestick, splash to mucous membrane, improperly labeled biohazard bag): students determine which controls failed, what corrective actions are required, and how to complete a simulated incident report.
  3. PPE donning-and-doffing demonstration by instructor followed by individual student practice with gloves, gown, mask, and face shield; students narrate their steps aloud to reinforce the sequence.
OSHA Bloodborne Pathogens standard summary (OSHA 3127), GHS SDS sample sheets, phlebotomy-grade gloves (multiple sizes), disposable gowns, surgical masks, face shields, simulated biohazard bags and sharps containers, incident-report form templates, whiteboardWritten 25-question multiple-choice quiz covering BBP exposure controls, PPE selection, SDS sections, and post-exposure steps; passing score 80%. Observed PPE donning/doffing checklist scored by instructor — all critical steps (no bare-hand contact with contaminated surface, gloves last on/first off for doffing) must be performed correctly to pass.
2Workplace Safety: OSHA 10 Principles, Infection Control, and Healthcare Facility Hazards20theoryStudents will complete training aligned with OSHA 10-hour General Industry content, identify common healthcare-setting hazards (ergonomic, chemical, electrical, slip/trip/fall), and explain infection-control principles including Standard Precautions and hand-hygiene technique.
  1. Work through the OSHA 10 General Industry course modules (delivered through an OSHA-authorized provider or equivalent program content), completing all required topic segments and the associated knowledge checks.
  2. Facility-hazard mapping exercise: given a diagram of a simulated laboratory and phlebotomy draw area, students label at least ten distinct hazards by category (biological, chemical, physical, ergonomic) and propose a control measure for each.
  3. Hand-hygiene competency station: students perform WHO five-moment hand hygiene using a UV-lotion simulator; instructor inspects hands under UV light, identifies missed areas, and student repeats until all surfaces are covered.
OSHA 10 General Industry course materials (authorized provider), facility-hazard diagram worksheets, UV hand-hygiene lotion kit and UV light box, soap and sink or ABHR dispensers, Standard Precautions reference cardSuccessful completion of all OSHA 10 module knowledge checks (per the authorized provider's passing standard). Hand-hygiene practical checklist: all six anatomical zones rated clean under UV light on no more than two attempts to pass.
3First Aid and CPR/AED Certification16labStudents will demonstrate adult CPR with AED use and first-aid interventions for hemorrhage control, syncope, and anaphylaxis to the standard required for a recognized provider card (AHA or American Red Cross).
  1. Instructor-led CPR skills session using adult manikins: students practice 30:2 compression-to-ventilation cycles, correct hand placement, compression depth and rate, and AED pad placement and operation until each achieves the required skill criteria.
  2. First-aid scenario stations (four rotations, 15 minutes each): bleeding control with direct pressure and gloves; recovery position for unresponsive breathing patient; response to reported bee-sting anaphylaxis while awaiting EMS; assisting a patient who faints during a draw — students document their actions on a scenario card.
  3. Full CPR/first-aid skills evaluation administered by the course's certified CPR instructor, followed by written certification exam from the recognized provider.
Adult CPR manikins (one per two students), AED trainer units, barrier masks, gloves, bandaging supplies (gauze, tape, pressure dressings), AHA or American Red Cross BLS/Heartsaver course materials and certification cardsPass the written and skills examination administered by the recognized CPR/first-aid provider (AHA or American Red Cross) to earn a provider card. Students who do not pass on the first attempt receive one remediation session and one retest opportunity within the lesson block.
4Trade Math and Measurement for Phlebotomy: Units, Conversions, and Ratios24practiceStudents will accurately perform metric unit conversions, calculate additive-to-blood volume ratios for collection tubes, interpret laboratory reference ranges, and solve dilution problems that appear on CPT credential exams and in daily phlebotomy practice.
  1. Instructor-modeled worked examples of metric conversions (mL to L, mg to g, mm to cm) followed by individual timed drill sets of 20 problems each day for three sessions; students self-score with an answer key and identify error patterns in a reflection log.
  2. Collection-tube ratio activity: using manufacturer package-insert data for common additive tubes (EDTA, citrate, heparin), students calculate whether a tube is acceptable given a stated fill volume, then sort a set of 12 simulated partially filled tubes into 'accept' or 'reject' piles and justify each decision in writing.
  3. Dilution-series worksheet: students calculate the resulting concentration when a patient sample is diluted 1:2, 1:5, and 1:10 and then work backward from a given result to determine the original concentration — mirrors the type of reasoning tested on NHA and ASCP CPT exams.
Scientific calculator, metric ruler, collection-tube package inserts (EDTA, sodium citrate, lithium heparin, SST), simulated tube-fill worksheets, printed drill sets, answer keys, student reflection logsCumulative math test of 30 problems (conversions, ratios, dilutions, reference-range interpretation); passing score 80% with no partial credit on ratio problems requiring an accept/reject decision, because an incorrect decision in practice has direct patient-safety consequences.
5Medical Terminology, Anatomical Language, and Laboratory Order Interpretation28theoryStudents will decode medical terms using root-prefix-suffix analysis, correctly use directional and body-plane terminology relevant to venipuncture site description, and accurately interpret a laboratory requisition or electronic test order including test name, specimen type, and special collection instructions.
  1. Root-prefix-suffix card-sort game played in pairs: 60 cards (20 roots, 20 prefixes, 20 suffixes commonly encountered in laboratory and phlebotomy contexts) are combined to build and define terms; pairs then write three original sentences using built terms in a phlebotomy context.
  2. Requisition scavenger hunt: each student receives a set of five realistic but de-identified sample requisition forms (paper and printed EHR screenshots) containing common chemistry, hematology, and microbiology orders; they must identify specimen type, required tube, special handling note, and patient-identification elements — errors are discussed as a class.
  3. Terminology dictation and spelling quiz (oral format): instructor reads 20 medical terms aloud; students write correct spelling and brief definition, then self-score against the key and enter missed terms into a personal vocabulary log they maintain throughout the course.
Medical terminology card sets (instructor-prepared or commercial), sample de-identified requisition forms and EHR order screenshots, medical dictionary or approved online reference (e.g., Stedman's), vocabulary log notebooks, whiteboard for group term-buildingWritten medical-terminology exam (40 questions: 20 define-the-term, 10 build-a-term, 10 requisition-interpretation items); passing score 80%. Requisition-interpretation sub-score must be at least 8/10 because misreading an order is a direct patient-safety error.
6Digital Tools: Electronic Health Records, Laboratory Information Systems, and Professional Communication20demoStudents will navigate a simulated EHR and laboratory information system (LIS) to retrieve patient demographics, locate and verify test orders, document a simulated collection event, and compose professional written communications appropriate to the healthcare workplace.
  1. Instructor-led walkthrough of a training EHR environment (such as an OpenEMR training instance or vendor-provided simulation): students follow along on individual workstations, locating a patient record, verifying two patient identifiers, reading an active lab order, and printing a collection label — each step is documented on a guided task sheet.
  2. Simulated LIS data-entry drill: students enter a simulated specimen accession, select collection time, add a collection comment for a special circumstance (e.g., difficult draw, patient refused one tube), and flag a hypothetical critical result for nursing notification — errors are reviewed and corrected immediately.
  3. Professional written-communication workshop: students draft (1) a brief inter-departmental email requesting a patient's revised order, and (2) a voicemail script to a nursing unit about a specimen rejection; drafts are peer-reviewed against a rubric covering tone, clarity, accuracy, and HIPAA-appropriate language.
Computers or tablets with training EHR access (OpenEMR training or equivalent simulation), simulated LIS workflow guide, collection label samples, professional-communication rubric, HIPAA privacy overview handoutPractical EHR/LIS task checklist: student completes eight specified tasks (patient lookup, identifier verification, order retrieval, label review, specimen accession, comment entry, critical-result flag, professional message draft) with 100% accuracy on patient-identification steps and no more than one error on non-safety steps to pass.
7Career Readiness: Professionalism, Ethics, Resume, and Job-Search Skills for Phlebotomy Technicians16fieldStudents will produce a complete, accurate resume and cover letter targeting entry-level CPT positions, demonstrate professional interview behaviors in a scored mock interview, and articulate scope-of-practice boundaries and ethical obligations specific to phlebotomy.
  1. Scope-of-practice and ethics case-study seminar: instructor presents four scenarios (patient refuses draw, coworker asks student to collect outside their competency, patient asks for test results, witnessing a labeling error) — students discuss the professionally and ethically correct response for each, referencing their credentialing body's code of ethics and state-level phlebotomy practice guidance.
  2. Resume and cover-letter workshop: students draft a one-page resume and a targeted cover letter for a posted phlebotomy technician job listing; a peer review exchange using a structured rubric (accuracy, formatting, relevant skills highlighted, no spelling errors) precedes instructor feedback and a final revision.
  3. Mock interview panel: each student participates in a 10-minute mock interview conducted by the instructor and one program advisory-committee member or local employer volunteer; questions focus on professionalism, handling a difficult patient, teamwork, and career goals — feedback is delivered immediately using a scored rubric.
Sample phlebotomy job postings (from current local/regional listings), resume and cover-letter templates and rubric, professional-dress guidelines handout, mock-interview scoring rubric, credentialing body code-of-ethics documents (NHA, AMT, or ASCP as appropriate), state phlebotomy scope-of-practice summaryResume/cover-letter rubric score of 80% or higher (no factual errors in credentials or dates permitted). Mock-interview rubric score of 80% or higher; any response that reflects a scope-of-practice violation must be corrected and re-answered before the lesson is marked complete.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-02 Trade course

Venipuncture: Technique, Safety, and Clinical Application

60 hr · $864 COMPLIMENTARY

This course develops the foundational and applied skills required to perform safe, accurate venipuncture on adult patients in clinical and laboratory settings. Students progress from anatomy and equipment knowledge through supervised practice on training arms and peers, building the procedural competence and professional judgment required by employers and tested on NHA, AMT, and ASCP Certified Phlebotomy Technician (CPT) credentialing exams. Patient safety, infection control, and proper specimen integrity are emphasized throughout every lesson.

Outcomes
Course text

This course develops the foundational and applied skills required to perform safe, accurate venipuncture on adult patients in clinical and laboratory settings. Students progress from anatomy and equipment knowledge through supervised practice on training arms and peers, building the procedural competence and professional judgment required by employers and tested on NHA, AMT, and ASCP Certified Phlebotomy Technician (CPT) credentialing exams. Patient safety, infection control, and proper specimen integrity are emphasized throughout every lesson.

How the course runs. 12 blocks: Vascular Anatomy and Physiology for Phlebotomy; Equipment, Tubes, and Order of Draw; Infection Control and OSHA Bloodborne Pathogen Standards in Phlebotomy; Patient Identification, Requisition Interpretation, and Pre-Procedure Communication; Site Selection, Tourniquet Application, and Vein Palpation; Aseptic Skin Preparation and Needle Handling; Evacuated Tube Venipuncture: Full Procedure on Training Arm; Complications: Recognition, Prevention, and Response; Specimen Labeling, Documentation, and Chain of Custody; Difficult Draws and Special Populations: Technique Adaptations; Integrated Skills Practice: Simulated Patient Encounters; Credential Exam Alignment and Unit Review.

What competent looks like. Identify the major veins of the antecubital fossa and alternative venipuncture sites and explain their clinical significance for site selection. Select appropriate gauge needles, evacuated tube types, and additives for a given test order, stating the correct order of draw. Perform a complete venipuncture procedure—from patient identification through labeling and transport—using aseptic technique and following OSHA Bloodborne Pathogen Standards. Recognize, prevent, and respond to venipuncture complications including hematoma, hemolysis, syncope, nerve injury, and needlestick, within scope of practice. Correctly label, document, and process specimens to preserve integrity for downstream laboratory testing. Demonstrate professional, patient-centered communication including informed consent, patient reassurance, and accurate requisition interpretation.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Vascular Anatomy and Physiology for Phlebotomy5theoryStudents will identify the veins of the antecubital fossa, forearm, hand, and wrist and explain the anatomical structures that must be avoided during venipuncture.
  1. Label a full-color anatomical diagram of arm vasculature, marking median cubital, cephalic, basilic, and hand veins and noting adjacent nerves and arteries.
  2. Compare vein characteristics (depth, mobility, fragility, visibility) across patient populations using a case-photo sorting activity with instructor-led discussion.
  3. Complete a guided reading from a standard phlebotomy textbook chapter on vascular anatomy, then answer short-answer questions on why the basilic vein is the last-choice antecubital site.
Standard phlebotomy textbook (e.g., McCall & Tankersley, Phlebotomy Essentials), anatomical arm diagrams, color illustrations of antecubital anatomy, whiteboardStudents correctly label at least 8 of 10 structures on a blank diagram and answer 4 of 5 short-answer questions about site selection rationale; both thresholds must be met.
2Equipment, Tubes, and Order of Draw5theoryStudents will match evacuated tube types, additive functions, and closure colors to their designated laboratory tests and recite the CLSI-recommended order of draw.
  1. Using a physical tube set and a tube-additive reference card, sort tubes into correct order of draw for three sample test requisitions of increasing complexity.
  2. Participate in an instructor-led demonstration identifying needle gauges (21G, 22G, 23G), bevel orientation, hub construction, and safety-shield activation on evacuated needle-holder assemblies.
  3. Complete a tube-to-test matching worksheet covering common panels (CBC, BMP, lipid panel, coagulation studies, blood culture) and self-check against an answer key.
Evacuated tube set (SST, EDTA, light-blue, green, gray, yellow tops), needle-holder assemblies with safety shields, gauge reference card, CLSI GP41 order-of-draw reference, tube-to-test worksheetStudents place 10 tubes in correct order of draw with zero errors on two consecutive attempts and score at least 80% on the tube-to-test matching worksheet.
3Infection Control and OSHA Bloodborne Pathogen Standards in Phlebotomy4theoryStudents will explain OSHA Bloodborne Pathogen Standard requirements as they apply to phlebotomy and demonstrate correct selection and donning/doffing of personal protective equipment.
  1. Read assigned sections of the OSHA Bloodborne Pathogen Standard summary and answer guided questions linking each requirement (exposure control plan, hepatitis B vaccination, training) to phlebotomy practice.
  2. Practice the donning and doffing sequence for gloves, mask, and gown in pairs, with a partner observing against a printed checklist and providing corrective feedback.
  3. Analyze three scenario cards describing sharps disposal errors, hand hygiene lapses, and PPE failures; write a corrective action for each based on standard precautions.
OSHA Bloodborne Pathogen Standard summary handout, gloves (various sizes), masks, gowns, sharps disposal container, hand hygiene poster, scenario cards, printed donning/doffing checklistStudent completes donning/doffing with zero critical errors on the checklist and correctly identifies the required corrective action in all three scenarios; instructor signs off.
4Patient Identification, Requisition Interpretation, and Pre-Procedure Communication4demoStudents will perform a two-identifier patient verification, interpret a laboratory requisition, and explain the procedure to a simulated patient using plain language.
  1. Role-play patient identification using printed simulated wristbands and requisitions; practice stating the two-identifier script, resolving one intentional mismatch, and escalating correctly.
  2. Decode three sample requisitions of varying complexity, identifying test names, tube requirements, special instructions (fasting, timed draws), and priority status.
  3. Deliver a 60-second pre-procedure explanation to a peer acting as a reluctant patient, addressing what will happen, expected sensation, and how to signal distress; receive structured peer feedback.
Simulated patient wristbands, printed laboratory requisitions, requisition interpretation guide, script checklist, peer feedback formStudent correctly executes two-identifier check with zero errors, interprets all key fields on two of three requisitions without prompting, and earns a passing rating (3 of 4 communication criteria) on the peer feedback form.
5Site Selection, Tourniquet Application, and Vein Palpation5demoStudents will assess a patient arm, apply and release a tourniquet within the recommended time limit, and select the optimal venipuncture site using systematic palpation.
  1. Practice tourniquet application and release on a partner, timing application-to-needle-insertion window and documenting time; instructor demonstrates and students repeat to criterion.
  2. Using a venipuncture training arm with interchangeable vein inserts of varying depth and fill, palpate and rank three potential sites before the instructor reveals which insert is 'best' based on depth and diameter.
  3. Work through a site-selection decision tree for five case cards describing patients with difficult access (obesity, edema, mastectomy side, IV in arm, fragile veins) and discuss alternatives as a group.
Venipuncture training arm with interchangeable vein inserts, tourniquets, stopwatch or timer, site-selection decision tree handout, case cardsStudent applies and releases tourniquet within the time window on two consecutive attempts and correctly identifies the best site on 4 of 5 case cards; instructor observes and signs off.
6Aseptic Skin Preparation and Needle Handling4demoStudents will clean a venipuncture site using correct concentric-circle technique, assemble needle and holder with safety shield engaged, and demonstrate safe recapping prohibition and one-handed scoop if required.
  1. Perform site prep on a partner's forearm using an alcohol prep pad with concentric outward motion, allow full drying, and document the step sequence on a procedural checklist.
  2. Assemble and disassemble evacuated tube holder-needle units, confirm bevel-up orientation, and activate the safety shield with one hand immediately after a simulated 'draw' on the training arm.
  3. Safely transfer used (dry) needles to a sharps container using correct technique; discuss federal and state prohibitions on two-handed recapping and describe the one-handed scoop exception.
Alcohol prep pads, gauze pads, bandages, evacuated needle-holder assemblies with safety shields, training arm, sharps container, procedural checklistStudent completes site prep and needle assembly with all steps in correct sequence and zero safety violations on the procedural checklist; any two-handed recap attempt is an automatic fail requiring lesson repeat.
7Evacuated Tube Venipuncture: Full Procedure on Training Arm8labStudents will perform a complete evacuated tube venipuncture procedure on a training arm from patient greeting through post-procedure site care, meeting all steps on a standardized competency checklist.
  1. Watch an instructor perform a full annotated venipuncture on the training arm, pausing at each critical step for questions; students annotate their own copy of the competency checklist.
  2. Perform a minimum of five complete venipuncture sequences on the training arm independently, self-evaluating with the checklist after each attempt before receiving instructor feedback.
  3. Participate in a 'deliberate practice' rotation where a partner calls out checklist steps while the student performs, reversing roles after each attempt to reinforce procedural memory.
Venipuncture training arms with blood-simulating fluid, evacuated tube sets, needle-holder assemblies, tourniquet, alcohol prep pads, gauze, bandages, sharps container, standardized venipuncture competency checklistStudent completes all critical steps in correct sequence with no safety violations on two consecutive evaluator-observed attempts; score of 90% or higher on the 20-item competency checklist (18/20 items correct) required to advance.
8Complications: Recognition, Prevention, and Response5theoryStudents will identify the signs of common venipuncture complications—including hematoma, hemolysis, nerve injury, syncope, and arterial puncture—and state the correct within-scope response for each.
  1. Study a complication-response reference card covering seven common complications; complete a cause-sign-response table from memory and compare to the key in pairs.
  2. Analyze four video or written case vignettes in which a complication occurs mid-draw, identify what went wrong, and write the immediate response steps and required documentation.
  3. Practice the response to patient syncope: verbalize alerting a supervisor, safely lowering the patient, and applying cold compress, using a scripted role-play with instructor observation.
Complication-response reference card, cause-sign-response worksheet, case vignettes (written or video), cold compress, syncope response script, documentation formStudent scores at least 80% on the complication table from memory and correctly identifies the within-scope response for all four case vignettes; syncope response role-play is pass/fail, all safety steps required.
9Specimen Labeling, Documentation, and Chain of Custody4practiceStudents will label specimens with all required elements at the bedside immediately after collection and complete associated manual and electronic documentation accurately.
  1. Label a set of ten tubes from sample requisitions by hand, including patient name, date of birth, collection date and time, collector initials, and tube type; have a peer audit for errors using a labeling checklist.
  2. Practice entering a simulated collection into a mock electronic health record (EHR) training module, flagging one intentional error the instructor has seeded and correcting it.
  3. Discuss chain-of-custody documentation requirements for forensic or drug-of-abuse specimens using a sample chain-of-custody form; complete the form for a simulated scenario.
Blank tube labels, completed requisitions, labeling checklist, mock EHR training module (or LIS simulation), chain-of-custody form, scenario packetStudent labels ten tubes with zero omissions and zero patient-identifying errors; completes mock EHR entry and correctly flags the seeded error; chain-of-custody form completed accurately. Any patient-ID error on labels is an automatic fail.
10Difficult Draws and Special Populations: Technique Adaptations5practiceStudents will modify standard venipuncture technique appropriately for pediatric patients, older adults with fragile veins, patients with obesity, and patients with compromised access, explaining the rationale for each adaptation.
  1. Using a pediatric training arm insert, practice needle angle, holder grip, and tube filling technique adjustments for small-diameter veins; document differences from standard adult technique on a comparison worksheet.
  2. Work through five scenario cards representing special populations and write technique modifications (gauge change, tube size, alternative site, blood pressure cuff instead of tourniquet) with cited rationale.
  3. Participate in a small-group discussion led by a guest clinical phlebotomist (or instructor with clinical experience) on managing patient anxiety and communicating technique changes to patients.
Pediatric venipuncture training arm insert, 23G butterfly needles, small evacuated tubes (2 mL), scenario cards, technique comparison worksheet, blood pressure cuffStudent correctly states all required technique modifications for each of the five scenario cards with rationale, and demonstrates pediatric technique on the training arm with instructor sign-off on a 10-item checklist (9/10 required).
11Integrated Skills Practice: Simulated Patient Encounters7labStudents will complete end-to-end simulated venipuncture encounters—from requisition receipt through labeled specimen handoff—performing the full professional role without step-by-step instructor prompting.
  1. Rotate through six timed simulated patient stations (partners role-playing patients with assigned scenarios including a fearful patient, a patient with a difficult site, and a pediatric scenario) performing the complete procedure at each station.
  2. After each station, complete a self-evaluation form rating procedural accuracy, communication, and safety; compare ratings with the observing peer evaluator and reconcile discrepancies.
  3. Participate in a whole-class debrief in which each student identifies one procedural strength and one area for improvement from their rotation data, creating a personal practice goal.
Training arms with vein inserts (adult and pediatric), full equipment setup at each station, scenario cards, timed station clock, self-evaluation form, peer evaluator checklist, debrief worksheetStudent completes four of six stations with a score of 90% or higher on the full venipuncture competency checklist without instructor prompting; stations with safety violations are scored as fail and require remediation before practicum.
12Credential Exam Alignment and Unit Review4theoryStudents will map every major topic covered in this course to the applicable NHA CPT, AMT RPT, and ASCP PBT exam content areas and identify their individual knowledge gaps using a practice item set.
  1. Complete a crosswalk activity matching each lesson topic to the published exam content outline for NHA CPT (and corresponding AMT/ASCP areas), annotating which exam domain each lesson addresses.
  2. Take a 40-item practice item set drawn from all course topics, timed to simulate credentialing exam conditions; review answers with the instructor using an item-by-item rationale guide.
  3. Create a personal study plan listing the three lowest-scoring topic areas from the practice set, with specific review resources and a target date for remediation before Course 7 (Exam Prep).
NHA CPT published exam content outline, AMT and ASCP content outline summaries, crosswalk worksheet, 40-item timed practice item set with rationale guide, personal study plan templateStudent completes crosswalk with all major topics assigned to at least one exam domain (instructor reviews for accuracy) and scores at least 70% on the 40-item practice set; scores below 70% trigger mandatory instructor conference before next course.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-03 Trade course

Capillary and Special Collections

60 hr · $864 COMPLIMENTARY

Students develop competency in capillary blood collection by fingerstick and heelstick, and extend those skills to special collection procedures including bleeding times, blood cultures, arterial sampling observation, glucose tolerance testing, and neonatal screening. Emphasis is placed on site selection, device selection, order of draw, specimen quality, and patient and collector safety throughout every procedure. Lesson content maps directly to the specimen collection domain tested on the NHA CPT, AMT RPT, and ASCP PBT certification examinations.

Outcomes
Course text

Students develop competency in capillary blood collection by fingerstick and heelstick, and extend those skills to special collection procedures including bleeding times, blood cultures, arterial sampling observation, glucose tolerance testing, and neonatal screening. Emphasis is placed on site selection, device selection, order of draw, specimen quality, and patient and collector safety throughout every procedure. Lesson content maps directly to the specimen collection domain tested on the NHA CPT, AMT RPT, and ASCP PBT certification examinations.

How the course runs. 12 blocks: Capillary Blood Physiology and Indications for Skin Puncture; Site Selection and Lancet Devices for Fingerstick Collection; Fingerstick Procedure: Skill Performance on Training Models; Capillary Order of Draw and Device Types; Heelstick Collection: Neonatal and Infant Skin Puncture; Neonatal Metabolic Screening (Newborn Screening Programs); Point-of-Care Testing: Glucose, Hemoglobin, and Coagulation Monitoring; Glucose Tolerance Testing: Patient Preparation and Timed Collection; Blood Culture Collection: Technique and Contamination Prevention; Arterial Blood Gas Collection: Scope, Safety, and Collector Role; Specimen Integrity, Rejection Criteria, and Labeling for Capillary and Special Collections; Integrated Capillary and Special Collections Skills Assessment.

What competent looks like. Perform a fingerstick and heelstick capillary collection selecting the correct site, lancet depth, and collection device while maintaining aseptic technique and patient safety. Fill capillary collection devices in the correct order of draw and label specimens accurately according to standard labeling requirements. Explain the rationale, patient preparation, timing sequence, and collector responsibilities for glucose tolerance testing, blood cultures, and neonatal metabolic screening. Demonstrate proper handling and rejection criteria for capillary and special specimens, identifying pre-analytical errors that compromise results. Apply age-appropriate communication and restraint-assistance techniques when collecting from neonates, pediatric patients, and adults with challenging venous access. Accurately document each collection procedure, record patient responses, and initiate the chain of custody or corrective action when specimen integrity is in question.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Capillary Blood Physiology and Indications for Skin Puncture4theoryStudents will compare the composition of capillary blood with venous blood and identify clinical and patient-condition indications that make skin puncture the preferred collection method.
  1. Annotated diagram activity: students label a cross-section of skin showing epidermis, dermis, subcutaneous layer, and capillary bed depth, then write one sentence explaining why lancet depth matters for each layer.
  2. Case-card sort: students receive eight patient scenario cards (e.g., burned arm, infant under a stated age/weight threshold, edematous extremity, point-of-care glucose monitoring) and sort them into 'skin puncture preferred,' 'venipuncture preferred,' or 'contraindicated at this site,' defending each choice in a brief written rationale.
  3. Guided reading and discussion of the CLSI GP42 standard (Skin Puncture and Capillary Blood Collection) summary handout, identifying three key differences between arterial, venous, and capillary blood composition relevant to test accuracy.
CLSI GP42 summary handout, anatomical skin cross-section diagram, patient scenario cards (instructor-prepared), whiteboard, phlebotomy textbook (e.g., McCall & Tankersley, Phlebotomy Essentials)Students correctly classify at least 7 of 8 scenario cards with written rationales; quiz of 10 multiple-choice items on composition differences and indications, minimum 80% to pass.
2Site Selection and Lancet Devices for Fingerstick Collection5demoStudents will identify acceptable and unacceptable fingerstick sites on an adult hand and select the appropriate lancet gauge and penetration depth for the specimen volume required.
  1. Instructor live demonstration on a finger-stick training pad: shows medial and lateral aspects of the third and fourth fingers as preferred sites, demonstrates angle and motion, and explains why the fingertip pad center and the index and fifth fingers are avoided.
  2. Lancet comparison table activity: students examine four lancet devices varying in depth and width, record device specifications from packaging, then match each device to a clinical scenario (e.g., routine glucose, hemoglobin check, large-volume capillary collection) on a structured worksheet.
  3. Partner role-play with gloves and training pads: one student narrates site selection and device choice out loud while the other evaluates against a printed competency checklist, then partners switch roles.
Assorted safety lancets (multiple depths/widths), fingerstick training pads, nitrile gloves, alcohol prep pads, gauze, bandages, competency checklist (instructor-prepared), lancet packaging insertsInstructor observes each student correctly identify the preferred site and select the appropriate lancet for two given scenarios; checklist must show all critical-safety steps marked 'met'; no unsafe actions permitted.
3Fingerstick Procedure: Skill Performance on Training Models6labStudents will perform a complete fingerstick collection sequence from patient greeting through biohazard disposal using correct technique on a finger-stick training model, achieving a first-drop discard and adequate specimen volume.
  1. Step-by-step procedure practice in pairs using training models: each student performs five sequential fingersticks with a new safety lancet each time, discarding the first drop with gauze, then filling a microtainer to the fill-line indicator under instructor supervision.
  2. Self-video review: students record one fingerstick attempt on a training model using a tablet, then watch the recording and annotate a copy of the competency checklist identifying one step they performed correctly and one they will improve.
  3. Error-recognition stations: instructor sets up three stations where equipment has been staged incorrectly (e.g., lancet used at wrong angle, first drop not discarded, cap not tightened) and students identify and document each error before correcting the setup.
Finger-stick training models, safety lancets, microtainers (EDTA and serum types), gauze pads, alcohol prep pads, gloves, bandages, sharps containers, biohazard bags, competency checklist, tablets or smartphones for self-videoStudent completes a scored competency checklist across five procedural domains (patient ID, site prep, puncture technique, collection, disposal); must score 'satisfactory' on all critical steps and overall minimum 80% to advance to patient simulation.
4Capillary Order of Draw and Device Types4theoryStudents will state the capillary order of draw and explain how each collection device — microtainer, capillary tube, and filter paper card — is filled correctly to prevent clotting, air bubbles, and contamination.
  1. Order-of-draw sequencing activity: students arrange color-coded microtainer cap images in the correct capillary order of draw on a laminated card, then write a one-sentence rationale for why EDTA is drawn before serum/chemistry tubes in capillary collection.
  2. Device handling demo and practice: instructor demonstrates how to hold a microtainer to allow gravity and capillary action to fill the tube, how to avoid scooping, and how to gently invert additive tubes; students then practice on simulated fluid (colored water) in the correct device.
  3. Short-answer worksheet comparing capillary to venous order of draw, identifying one difference and the reason for it, then listing three conditions that would cause a specimen to be rejected at the laboratory.
Microtainers (multiple additive types), color-coded cap reference card, capillary tubes, simulated collection fluid (colored water), written worksheet, phlebotomy textbook, CLSI GP42 summary handoutStudents arrange the order of draw without error (zero-error tolerance on this step) and score at least 80% on the short-answer worksheet; device handling observed by instructor for correct fill technique.
5Heelstick Collection: Neonatal and Infant Skin Puncture6demoStudents will describe the safe anatomical zones for neonatal heelstick, demonstrate warming technique, and perform the heelstick sequence on a neonatal simulation model using a device appropriate for neonatal use.
  1. Anatomical mapping exercise: using a printed diagram of an infant foot, students shade the safe plantar heel zones and mark the prohibited medial and posterior curved surfaces, then explain in writing why the calcaneus bone proximity makes certain areas hazardous.
  2. Instructor live demonstration on a neonatal heel model: shows warming with a commercial heel warmer for the recommended duration, correct lancet-free device selection for neonates, puncture motion, blood flow encouragement without milking, and filter paper card spotting technique for newborn screening.
  3. Students perform three heelsticks on neonatal simulation models under instructor observation, completing a newborn screening filter paper card spot correctly (filling each circle from one continuous blood drop without layering).
Neonatal foot simulation models, neonatal-specific safety lancets, commercial heel warmers, newborn screening filter paper cards (Guthrie cards), microtainers, gloves, gauze, alcohol prep pads, sharps container, anatomical foot diagramInstructor-scored competency checklist: student must correctly identify safe zones (zero-error tolerance), use neonatal-appropriate device, and correctly fill at least two filter paper circles without layering; overall checklist minimum 80%.
6Neonatal Metabolic Screening (Newborn Screening Programs)4theoryStudents will explain the purpose of state newborn screening programs, the types of conditions screened, collector responsibilities for filter paper card completion, and transport requirements.
  1. State program overview research: students use a provided CDC or state health department resource to identify five conditions commonly included on a state newborn screening panel and record how early collection timing affects result validity.
  2. Filter paper card documentation drill: instructor provides three sample filter paper cards with intentional errors (incomplete demographic fields, layered spots, card touched before drying), and students identify each error and describe the corrective action.
  3. Group discussion scenario: 'A parent refuses the newborn screen on religious grounds — what is the phlebotomist's role?' Students identify the boundaries of the collector's scope of practice (document refusal, notify the nurse or supervisor) versus the clinical and legal responsibility that belongs to the care team.
Sample newborn screening filter paper cards (with and without errors), CDC newborn screening fact sheet, state health department resource printout, whiteboard for discussion notesWritten short-answer quiz (10 items) covering conditions screened, timing, card completion, and transport; minimum 80% to pass; error-identification activity graded for 100% identification of all three card errors.
7Point-of-Care Testing: Glucose, Hemoglobin, and Coagulation Monitoring5labStudents will perform a point-of-care blood glucose test using a training glucometer following the manufacturer's procedure, correctly document the result, and identify critical values that require immediate reporting.
  1. Glucometer quality control exercise: students run a high and low control solution on a training glucometer, record results on a QC log sheet, and determine whether the controls are in range before performing a patient simulation test.
  2. Patient simulation: student collects a fingerstick specimen from a training model, applies the correct volume to the glucometer test strip, reads the result, documents the simulated patient name, date, time, result, and unit designation on a point-of-care log, then identifies the result as normal, low, or critically low/high using a provided reference range sheet.
  3. Critical value role-play: instructor announces a simulated critical glucose result; student practices the verbal read-back notification script to a 'nurse' (played by a classmate), demonstrating correct professional communication and documentation of the notification.
Training glucometers with control solutions, glucometer test strips, fingerstick training models, safety lancets, gloves, point-of-care log forms, reference range sheet, phlebotomy textbookQC log completed accurately; patient simulation result documented with all required fields; critical value communication role-play rated satisfactory on a 5-item rubric; minimum 80% overall.
8Glucose Tolerance Testing: Patient Preparation and Timed Collection5theoryStudents will outline the standard two-hour oral glucose tolerance test protocol including pre-test patient preparation requirements, fasting confirmation, glucose load administration timing, and the phlebotomist's role at each collection interval.
  1. Protocol sequencing activity: students receive a set of 12 action-step cards (e.g., 'confirm fasting status,' 'collect fasting specimen,' 'document glucose load time,' 'collect 1-hour specimen') and arrange them in the correct chronological order, then compare their sequence to the answer key.
  2. Patient preparation script writing: each student writes a one-page patient instruction sheet for an oral glucose tolerance test written at a plain-language reading level, covering fasting duration, what patients may and may not consume, what to bring, and what to expect during the appointment.
  3. Scenario troubleshooting discussion: instructor presents three situations — patient vomited the glucose beverage 20 minutes after drinking, patient ate a small snack after fasting was confirmed, timing of a draw was missed by 12 minutes — and the class identifies the correct collector action for each.
Action-step cards (instructor-prepared), plain-language patient instruction sheet template, glucose tolerance testing protocol reference (from textbook or laboratory procedure manual excerpt), whiteboardSequencing activity must be error-free; patient instruction sheet scored on a rubric (accuracy, completeness, reading level) with minimum 80%; scenario responses evaluated for correct scope-of-practice actions.
9Blood Culture Collection: Technique and Contamination Prevention6demoStudents will describe the clinical purpose of blood cultures, demonstrate the two-site skin antisepsis technique, state the correct inoculation volume and bottle sequence, and identify practices that prevent pre-analytical contamination.
  1. Instructor demonstration of the blood culture skin prep sequence (70% isopropyl alcohol scrub followed by chlorhexidine gluconate or povidone-iodine application with prescribed contact time and air-dry) on a venipuncture training arm, with detailed narration of why each step reduces contamination risk.
  2. Bottle inoculation sequencing drill using water-filled blood culture bottle replicas: students practice injecting a measured simulated volume into the aerobic bottle first, then the anaerobic bottle, in the correct sequence and document the inoculated volume on a collection label.
  3. Contamination consequence case study: students read a one-page summary of how a false-positive blood culture result (from skin flora contamination) affects patient care decisions, cost, and length of stay, then write three specific collector actions that directly reduce contamination risk.
Venipuncture training arms, blood culture bottle replicas (or decommissioned bottles with labels removed), syringes with blunt transfer needles for simulation, 70% isopropyl alcohol swabs, chlorhexidine gluconate swabsticks, gloves, timing reference card, case study handoutInstructor checklist: skin prep sequence performed in correct order with correct dwell time (zero-tolerance on skipping antisepsis steps); bottle inoculation sequence correct; case study written responses score minimum 80% on a four-criterion rubric.
10Arterial Blood Gas Collection: Scope, Safety, and Collector Role4theoryStudents will define the phlebotomy technician's scope of practice regarding arterial blood gas (ABG) collection, describe the modified Allen test for collateral circulation assessment, and identify pre-analytical variables that affect ABG results.
  1. Scope-of-practice boundary mapping: students use their state's phlebotomy practice guidelines and the ASCP scope statement to list which roles in ABG collection a phlebotomy technician may perform versus those reserved for respiratory therapists or licensed practitioners, creating a two-column T-chart.
  2. Modified Allen test demonstration and return demo: instructor demonstrates the modified Allen test on a volunteer student, explains what a positive versus negative result means, and students practice the assessment in pairs, documenting results on a worksheet with the clinical action associated with each outcome.
  3. Pre-analytical variable identification worksheet: students review a list of 12 patient or specimen handling factors (e.g., patient on supplemental oxygen, specimen not placed on ice, air bubbles in syringe, prolonged transport time) and classify each as affecting PaO2, PaCO2, or pH, citing the mechanism in one sentence.
State phlebotomy practice guideline printout, ASCP scope-of-practice reference, Allen test demonstration handout, pre-analytical variable worksheet, phlebotomy textbook ABG chapterT-chart evaluated for accuracy — no scope-of-practice boundaries may be misclassified (zero-error tolerance on items that would place the student outside legal scope); Allen test demonstration rated satisfactory on a 4-step checklist; worksheet minimum 80%.
11Specimen Integrity, Rejection Criteria, and Labeling for Capillary and Special Collections5practiceStudents will apply standard labeling requirements and rejection criteria to a set of simulated capillary and special collection specimens, correctly identifying each acceptable or unacceptable specimen and documenting corrective action.
  1. Label accuracy drill: students receive 10 pre-printed specimen labels (some with intentional errors — missing date, incorrect patient name spelling, no collector ID, no time) and must identify every error and reprint or correct labels on a practice form, explaining why each missing element matters.
  2. Rejection criteria station rotation: instructor sets up six specimen stations (e.g., hemolyzed microtainer, underfilled EDTA tube, clotted EDTA specimen, unlabeled filter paper card, expired reagent strip, specimen collected in wrong tube type) and students rotate, classify each as 'accept' or 'reject,' and document the reason and corrective action on a tracking form.
  3. Documentation simulation: students complete a specimen problem/corrective action log for three rejection scenarios, writing entries that include patient identifier, collection time, nature of the problem, action taken, and their initials — practicing the professional documentation standard used in laboratory information systems.
Pre-printed label sheets with intentional errors, simulated rejected specimens (instructor-prepared with colored water and intentional defects), rejection criteria reference list, specimen tracking/corrective action log forms, phlebotomy textbookLabel drill: all 10 errors identified (100% required); rejection criteria stations: minimum 5 of 6 correct classifications with accurate rationale; corrective action log entries rated satisfactory on a three-criterion rubric (accuracy, completeness, professional language), minimum 80% overall.
12Integrated Capillary and Special Collections Skills Assessment6labStudents will demonstrate end-of-course competency by independently performing a fingerstick collection, a heelstick on a neonatal model, and a point-of-care glucose test with full documentation, meeting all safety and quality standards without instructor prompting.
  1. Timed fingerstick OSCE station: without prompting, student performs a complete adult fingerstick on a training model — verifying patient identity, selecting site and lancet, collecting into the correct microtainer in order of draw, labeling, and disposing of sharps — while the instructor silently scores a competency checklist.
  2. Heelstick and newborn screen station: student warms a neonatal model heel, performs a heelstick using a neonatal device, fills two microtainer tubes and spots two filter paper circles correctly, then labels all specimens with a simulated neonatal ID label.
  3. Point-of-care glucose with critical value communication: student runs a QC check, performs a fingerstick glucose on a training model, documents the result on a POC log, and — if the instructor announces the result as a critical value — delivers a verbal read-back notification to the instructor acting as the receiving nurse.
Fingerstick training models, neonatal foot simulation models, neonatal safety lancets, adult safety lancets, heel warmers, microtainers, filter paper cards, training glucometer with controls and strips, POC log forms, specimen labels, gloves, gauze, sharps containers, competency checklistAll three stations scored on the same competency checklist used throughout the course; all critical safety steps (patient ID, sharps safety, correct site, correct device) must be rated 'satisfactory' with zero critical errors; overall composite score minimum 80% required to pass the course practical assessment.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-04 Trade course

Specimen Handling and Processing for Phlebotomy Technicians

60 hr · $864 COMPLIMENTARY

This course teaches students how to correctly handle, process, transport, and store blood and body fluid specimens from the moment of collection through delivery to the testing laboratory. Students apply chain-of-custody principles, quality assurance practices, and regulatory requirements to prevent pre-analytical errors that compromise patient results. Lesson content maps directly to the specimen handling and processing competency domains tested on NHA CPT, AMT RPT, and ASCP PBT certification examinations.

Outcomes
Course text

This course teaches students how to correctly handle, process, transport, and store blood and body fluid specimens from the moment of collection through delivery to the testing laboratory. Students apply chain-of-custody principles, quality assurance practices, and regulatory requirements to prevent pre-analytical errors that compromise patient results. Lesson content maps directly to the specimen handling and processing competency domains tested on NHA CPT, AMT RPT, and ASCP PBT certification examinations.

How the course runs. 12 blocks: The Pre-Analytical Phase: Sources of Error and Quality Foundations; Evacuated Tube Systems: Additives, Inversions, and Order of Draw; Specimen Labeling, Accessioning, and Chain of Custody; Electronic Health Records and LIS Basics for Phlebotomists; Centrifugation Principles and Safe Operation; Serum and Plasma Separation and Aliquoting; Specimen Integrity: Recognizing and Responding to Rejection Criteria; Temperature, Time, and Light Sensitivity: Specimen Preservation Requirements; Specimen Transport: Internal Routing and Pneumatic Tube Systems; Send-Out Testing, Referral Laboratories, and Special Packaging; Point-of-Care Testing: Instrument Operation and Quality Control; Comprehensive Specimen Processing Simulation and Competency Assessment.

What competent looks like. Correctly label, log, and track specimens using manual and electronic systems to maintain an unbroken chain of custody from collection to analysis. Select and verify appropriate evacuated tube types, additives, and required volumes for ordered laboratory tests using current facility reference materials. Perform centrifugation, aliquoting, and specimen preparation steps according to standard operating procedures without compromising specimen integrity. Identify and document pre-analytical errors—including hemolysis, lipemia, incorrect tube, clotted sample, and insufficient volume—and explain the corrective action for each. Package and transport specimens in compliance with facility policies and applicable biohazard transport regulations to protect personnel and specimen integrity. Apply temperature, time, and light-sensitivity requirements to properly store and preserve specimens pending analysis or send-out testing.

Lessons · 12 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1The Pre-Analytical Phase: Sources of Error and Quality Foundations4theoryStudents will identify the pre-analytical phase of laboratory testing and list at least six variables that introduce error before a specimen reaches the analyzer.
  1. Read and annotate a case-study handout describing three real-world pre-analytical errors (wrong tube, hemolysis, mislabeling) and discuss how each affected a patient result.
  2. Create a cause-and-effect diagram categorizing pre-analytical error sources under patient, collector, collection supplies, and transport headings.
  3. Complete a short written quiz identifying which phase of testing (pre-analytical, analytical, post-analytical) each listed error belongs to, scoring each item and reviewing answers as a class.
Whiteboard, cause-and-effect diagram worksheet, case-study handout, CLSI GP41 summary reference card, student notebooksQuiz score of 80% or higher identifying error phases; instructor reviews cause-and-effect diagrams for completeness before next lesson.
2Evacuated Tube Systems: Additives, Inversions, and Order of Draw6demoStudents will match each standard evacuated tube color code to its additive, mechanism of action, and primary test uses, and demonstrate the CLSI-recommended order of draw without error.
  1. Instructor demonstrates handling of each tube type (gold/red, light blue, green, lavender, gray, yellow, and others) while narrating the additive and required inversion count for each; students follow with a reference card.
  2. In pairs, students arrange a randomized set of tube labels into correct order of draw and explain the rationale for separating EDTA from coagulation tubes, then switch roles and repeat.
  3. Students complete a tube-identification matching worksheet covering additive, inversion count, minimum inversion count, and primary test panel; instructor grades and returns with corrections.
Representative evacuated tubes (training/expired or color-coded display set), tube rack, CLSI GP41 order-of-draw chart, tube-identification worksheet, instructor answer keyWorksheet score of 85% or higher; observed order-of-draw demonstration performed correctly without prompting on two consecutive attempts.
3Specimen Labeling, Accessioning, and Chain of Custody5theoryStudents will apply required labeling elements to a specimen and document it through a simulated accessioning workflow, maintaining an unbroken chain of custody.
  1. Review a facility labeling policy and identify all required label elements (patient name, date of birth, collection date and time, collector ID, accession number) using a sample policy document.
  2. Using mock patient requisition forms, students hand-print labels, apply them to empty training tubes, and log each specimen on a paper accession log, correcting each other's entries against a checklist.
  3. Role-play a chain-of-custody scenario in which a specimen is transferred between three 'personnel' (student pairs); each transfer is documented on a chain-of-custody form and the class discusses what happens when a link is missing.
Sample facility labeling policy, blank adhesive labels, ballpoint pens, mock patient requisition forms, paper accession log, chain-of-custody form template, empty training tubesLabeled tube and completed accession log entry reviewed by instructor; all required elements present and legible earns a pass; any missing required element requires immediate correction and re-check.
4Electronic Health Records and LIS Basics for Phlebotomists4theoryStudents will navigate a simulated laboratory information system (LIS) to enter a test order, print a collection label, and look up a specimen requirement without assistance.
  1. Instructor demonstrates LIS order entry and label printing on a projector using training-environment software; students follow a printed step-by-step guide and ask clarifying questions.
  2. Students log into the training LIS individually, enter a set of five mock orders, print labels, and compare printed output against the original requisition for accuracy.
  3. Students use the LIS specimen requirement lookup to find tube type, volume, and handling notes for ten ordered tests and record findings on a structured worksheet.
Computers or tablets with access to training-environment LIS (or realistic simulation software), printed step-by-step LIS guide, mock requisition forms, specimen requirement worksheetAll five mock labels printed match requisition data exactly (pass/fail per label); specimen requirement worksheet checked for accuracy—8 of 10 correct required to pass.
5Centrifugation Principles and Safe Operation5demoStudents will set up, balance, operate, and perform post-run quality checks on a laboratory centrifuge following manufacturer and facility standard operating procedures.
  1. Instructor demonstrates centrifuge loading with balanced and intentionally unbalanced configurations, explains the mechanical and safety consequences of imbalance, and shows how to balance opposite buckets.
  2. Students take turns loading training tubes (capped, water-filled) in balanced pairs, setting correct speed and time per a provided SOP card, starting the run, and observing the instrument through the observation window.
  3. After a completed run, students inspect tubes for correct serum or plasma separation, record time, speed, and rotor ID on a centrifuge log sheet, and flag any tube showing visible hemolysis or inadequate separation.
Benchtop centrifuge with swinging-bucket or fixed-angle rotor, capped water-filled training tubes, centrifuge SOP card, centrifuge log sheet, personal protective equipment (gloves, lab coat, eye protection)Direct observation checklist: instructor marks pass only if student balances load correctly, sets correct parameters, and documents run on log without prompting; any unsafe act (e.g., opening lid during spin) is an automatic repeat.
6Serum and Plasma Separation and Aliquoting6labStudents will separate serum or plasma from centrifuged specimens and aliquot measured volumes into labeled transfer tubes using correct technique and without contaminating the sample.
  1. Using centrifuged training tubes containing colored water to simulate separated specimens, students practice aspirating the supernatant layer with a transfer pipette, stopping before the buffy coat or gel barrier, and dispensing into a labeled aliquot tube.
  2. Students measure and dispense specific volumes (e.g., 0.5 mL, 1.0 mL) using calibrated transfer pipettes, then verify volume against a reference mark on the aliquot tube; instructor checks for accuracy and technique.
  3. Students complete a three-specimen aliquoting exercise documenting tube type, volume transferred, destination department, and time on an aliquot log; the log is reviewed against a completed example for accuracy.
Centrifuged training tubes (colored water, gel separator tubes), labeled aliquot tubes, calibrated disposable transfer pipettes, aliquot log form, marker pens, biohazard bags, gloves, lab coat, eye protectionInstructor observes technique: aliquot must not contain visible pellet or buffy coat contamination, volume within ±0.1 mL of target, and log completed fully—all three criteria must be met to pass.
7Specimen Integrity: Recognizing and Responding to Rejection Criteria5labStudents will visually assess a set of prepared training specimens, correctly identify integrity problems using a rejection criteria reference, and state the appropriate corrective action for each.
  1. Examine a panel of ten training tubes prepared to simulate hemolysis (red-tinged serum), lipemia (milky appearance), icterus (yellow-amber coloring), clots in an anticoagulated tube, insufficient volume, and incorrect tube type; record observations on a specimen assessment form.
  2. Match each identified problem to the likely collection or handling cause using a cause-and-effect reference card, then write the corrective action (recollect, notify ordering provider, process as is with comment) for each.
  3. Participate in a group case discussion: instructor presents three ambiguous specimens and the class debates whether to reject or process with notation, citing the rejection policy; students record their reasoning in writing.
Panel of prepared training tubes (food coloring, gelatin clots, or simulated specimens), specimen assessment form, rejection criteria reference card, facility specimen rejection policy handout, gloves, lab coat, eye protectionSpecimen assessment form reviewed by instructor: 9 of 10 specimens correctly identified and assigned an appropriate corrective action to pass; written case-discussion reasoning must reference the rejection policy.
8Temperature, Time, and Light Sensitivity: Specimen Preservation Requirements4theoryStudents will apply published temperature and time limits and light-protection requirements to assign correct preservation handling to a list of ordered tests.
  1. Study a specimen requirement reference table covering room temperature, refrigerated, frozen, and protected-from-light categories for a representative set of common laboratory tests; highlight key time limits in each category.
  2. Complete a sorting exercise: given 15 test orders on cards, sort them into four preservation-category bins, then compare results with a partner and reconcile differences using the reference table.
  3. Answer a written scenario set in which specimens sit unprocessed for varying periods or are stored at the wrong temperature; students identify which specimens are compromised and explain the analyte affected.
Specimen requirement reference table (facility or textbook appendix), sorting cards, four labeled bins, scenario worksheet, student notebooksSorting exercise: 13 of 15 cards correctly placed to pass; scenario worksheet score of 80% or higher required.
9Specimen Transport: Internal Routing and Pneumatic Tube Systems4demoStudents will package a specimen for safe internal transport and describe the limitations and precautions associated with pneumatic tube system use for fragile specimens.
  1. Instructor demonstrates packaging a specimen in a biohazard bag with absorbent material, placing it in a secondary container, and labeling it for internal transport to the laboratory; students repeat the packaging process under observation.
  2. Discuss which specimen types (e.g., coagulation studies in some facilities, cryoglobulins, whole blood for certain tests) may be contraindicated for pneumatic tube transport and why, referencing a facility policy example.
  3. Students practice routing three simulated specimen sets to different laboratory departments using a mock transport log, selecting the correct method (hand-carry vs. tube system) for each based on test type.
Biohazard specimen bags, absorbent pads, secondary transport containers, mock pneumatic tube carrier, facility transport policy example, transport routing log, capped training tubesInstructor checklist: packaging must include biohazard bag, absorbent material, and secondary container properly sealed; routing log entries must match correct transport method for all three specimens—pass requires all items correct.
10Send-Out Testing, Referral Laboratories, and Special Packaging4theoryStudents will prepare a specimen and required documentation for referral to an outside laboratory following simulated send-out instructions, including selecting the correct shipping temperature.
  1. Review a sample send-out test directory entry covering specimen type, volume, temperature requirement, and required documentation for three esoteric tests; identify each field and discuss why it matters.
  2. Using mock send-out requisitions and a simulated outside lab directory, students select the correct tube, aliquot volume, shipping temperature (ambient, refrigerated, dry ice), and complete an accompanying test requisition form for five orders.
  3. Discuss chain-of-custody considerations for send-out specimens, including why documenting the hand-off to a courier or shipper protects both the patient and the facility; students write a brief procedure checklist for send-out hand-off.
Sample send-out test directory pages, mock requisition forms, chain-of-custody form, scenario worksheets, student notebooksCompleted mock send-out requisitions reviewed against answer key: 4 of 5 must be fully correct (tube, volume, temperature, documentation) to pass; written hand-off checklist must include at least five required steps.
11Point-of-Care Testing: Instrument Operation and Quality Control6labStudents will perform a point-of-care test on a training instrument, run the required quality control check, and document both results on the appropriate log according to standard operating procedure.
  1. Instructor demonstrates operation of a point-of-care glucose meter (or equivalent training instrument): running liquid quality control at low and high levels, recording results, and determining whether the run is within acceptable range before testing a patient sample.
  2. Students each perform a quality control run on the training instrument, record results on a QC log, compare to the acceptable range printed on the control insert, and decide whether to proceed or troubleshoot.
  3. Students perform a simulated patient test using a training specimen (glucose control material used as mock patient), record the result, and complete the full point-of-care testing documentation form including operator ID, lot numbers, and control results.
Point-of-care glucose meter (or designated training instrument), liquid quality control materials (low and high), control insert with acceptable ranges, lancets or simulator, QC log form, POCT documentation form, glovesInstructor observation checklist: student must correctly run both control levels, accurately interpret acceptability, and complete all documentation fields—any skipped required field or misinterpretation of out-of-range QC is a failure requiring repeat.
12Comprehensive Specimen Processing Simulation and Competency Assessment7practiceStudents will independently process a simulated multi-test specimen set—including accessioning, centrifugation, aliquoting, preservation assignment, and documentation—meeting all quality standards without instructor prompting.
  1. Each student receives a packet of five mock patient orders covering different test types; they must select tubes, verify labeling, accession in the log, load and run the centrifuge, separate and aliquot specimens, assign storage temperatures, and complete all documentation forms independently.
  2. Students conduct a peer review exchange: swap completed documentation packets with a classmate and audit each other's work against a competency checklist, noting any deficiencies and discussing findings.
  3. Instructor leads a structured debrief in which common errors observed during the simulation are presented anonymously, the class identifies root causes for each, and students document one personal improvement goal in their skills portfolio.
Mock patient order packets, training tubes, centrifuge, transfer pipettes, aliquot tubes, accession log, chain-of-custody forms, aliquot log, preservation reference table, competency checklist, skills portfolio formInstructor-scored competency checklist: student must meet all critical steps (correct tube, balanced centrifuge load, no pellet contamination in aliquot, correct preservation assignment, complete documentation) with no more than two minor non-critical errors to pass; any critical error requires the full simulation to be repeated.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-05 Capstone

Capstone Project: Integrated Phlebotomy Practice Portfolio and Defense

40 hr · $400 COMPLIMENTARY

Students synthesize all prior coursework by designing, executing, and documenting a complete simulated phlebotomy workflow — from patient identification through specimen processing — and present their work in a formal defense. The capstone integrates venipuncture technique, capillary and special collections, specimen handling, safety compliance, professional communication, and trade math into a single assessed portfolio. Successful completion demonstrates readiness for the clinical practicum and documents competency for prospective employers and credentialing bodies.

Outcomes
Course text

Students synthesize all prior coursework by designing, executing, and documenting a complete simulated phlebotomy workflow — from patient identification through specimen processing — and present their work in a formal defense. The capstone integrates venipuncture technique, capillary and special collections, specimen handling, safety compliance, professional communication, and trade math into a single assessed portfolio. Successful completion demonstrates readiness for the clinical practicum and documents competency for prospective employers and credentialing bodies.

How the course runs. 4 blocks: Portfolio Architecture and Case-Study Error Analysis; Integrated Simulated Collection Lab and Trade-Math Documentation; Portfolio Completion, Reflective Self-Assessment, and Peer Review; Formal Portfolio Defense and Program Readiness Evaluation.

What competent looks like. Demonstrate a complete, error-free simulated phlebotomy encounter — including patient ID verification, order interpretation, collection by venipuncture and capillary method, and specimen processing — with no critical safety violations. Produce a written portfolio that includes a labeled specimen log, chain-of-custody documentation, rejection criteria analysis, and a reflective self-assessment aligned to NHA, AMT, and ASCP competency domains. Apply trade math accurately to calculate correct tube volume requirements, timed collection intervals, and dilution ratios for at least three different order types with 100% arithmetic accuracy. Identify and correct at least five pre-analytical error scenarios embedded in a case-study set, citing the relevant safety standard or quality-control rationale for each correction. Deliver a 10-to-15-minute oral defense of the portfolio to a faculty panel, answering questions on technique, patient safety, and scope of practice with clear, evidence-based responses. Evaluate a peer's simulated collection using a standardized competency checklist, providing written feedback that is specific, constructive, and referenced to established best practice.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Portfolio Architecture and Case-Study Error Analysis10theoryStudents design the full portfolio structure and analyze a set of pre-analytical error case studies, correctly identifying and documenting corrective actions for at least five of six embedded errors.
  1. Faculty introduce the portfolio rubric and credentialing competency maps (NHA CPT, AMT RPT, ASCP PBT exam content outlines); students annotate each rubric criterion with the course number and lesson where that skill was first taught, creating a personal competency crosswalk document.
  2. Students work in pairs through six written case studies — each depicting a realistic phlebotomy encounter with one embedded pre-analytical error (e.g., wrong-patient ID, hemolyzed sample from fist-pumping, mislabeled tube, incorrect order of draw, inadequate inversion, expired evacuated tube) — and complete a structured error-analysis form that names the error, cites the safety or quality rationale, and states the corrective action.
  3. Each student drafts a Table of Contents and section outlines for their individual portfolio, including a specimen log template, chain-of-custody form, trade-math calculation worksheet, rejection-criteria reference card, and a two-page reflective self-assessment outline; faculty provide written feedback before Lesson 2 begins.
NHA CPT, AMT RPT, and ASCP PBT candidate handbooks (current editions); program portfolio rubric; six printed case-study packets; error-analysis forms; blank specimen log and chain-of-custody templates; CLSI GP41 (venipuncture) and GP42 (capillary) current editions for reference; computers with word-processing software.Each pair correctly identifies and documents corrective actions for at least 5 of 6 embedded errors on the error-analysis form; individual portfolio outline receives faculty sign-off indicating all required sections are present — both conditions must be met to proceed.
2Integrated Simulated Collection Lab and Trade-Math Documentation14labStudents execute a complete simulated phlebotomy workflow — patient ID, order interpretation, venipuncture, capillary collection, specimen processing, and labeling — without any critical safety violations, while completing all required trade-math calculations with 100% accuracy.
  1. Each student draws a randomly assigned order packet containing a three-test physician order requiring both a venipuncture and a capillary collection with specific tube types, volumes, and one timed or fasting notation; the student must interpret the order, select correct tubes in the correct order of draw, calculate required fill volumes using the tube-volume formulas practiced in Course 1, and document all calculations on the trade-math worksheet before touching any equipment.
  2. Working at an individual station equipped with a venipuncture training arm and lancet pad, the student performs the full simulated encounter: verbalizes the two-identifier patient check using a provided mock requisition and ID band, assembles and inspects equipment, performs venipuncture on the training arm (or demonstrates capillary technique on the lancet pad), processes specimens according to the assigned centrifuge protocol, and completes the specimen log and chain-of-custody form in real time — a faculty evaluator scores each step on the program competency checklist.
  3. After collection, students photograph their labeled tubes and completed paperwork, upload images to their portfolio folder, then swap stations and conduct a structured peer evaluation of a classmate's completed specimen log and labeling using the standardized peer-review checklist; written peer feedback must cite at least two specific best-practice references.
Venipuncture training arm; lancet simulator pads; full tube collection tray (evacuated tubes — red/gold SST, green lithium heparin, lavender EDTA, light-blue citrate, gray fluoride-oxalate — in sizes appropriate for the training arm); tourniquets; alcohol prep pads; gauze; bandages; sharps container; centrifuge; specimen log forms; chain-of-custody forms; trade-math worksheets; faculty competency checklist; peer-review checklist; mobile device or computer for photo upload; CLSI GP41 and GP42 for reference.Faculty competency checklist: zero critical safety violations (wrong patient ID accepted, recapping a used sharp, or skipping the two-identifier check each constitutes a critical violation requiring a full restart); all trade-math calculations 100% accurate; specimen log and chain-of-custody forms complete and legible — students who incur a critical violation repeat the full simulated encounter once before Lesson 3; students who miss more than one math item receive targeted remediation and resubmit the worksheet.
3Portfolio Completion, Reflective Self-Assessment, and Peer Review8practiceStudents finalize all portfolio sections — including a reflective self-assessment that maps personal performance to credentialing competency domains — and complete a written peer review that provides specific, actionable feedback referenced to established best practice.
  1. Students compile and format their complete portfolio: specimen log with photo documentation from Lesson 2, chain-of-custody form, trade-math calculation worksheet, rejection-criteria reference card (listing at least eight valid rejection reasons with rationale), error-analysis forms from Lesson 1, and a two-page reflective self-assessment; the self-assessment must address three required prompts — what the student did well, one area needing improvement before the practicum, and how the portfolio evidence maps to at least three named competency areas from one chosen credentialing body's exam content outline.
  2. Students exchange completed portfolios with an assigned peer and complete a written peer-review form that scores the portfolio against the rubric, identifies at least two strengths with specific evidence cited, and identifies at least one area for improvement with a referenced rationale; reviewers must return annotated portfolios and signed peer-review forms within the class session.
  3. Faculty facilitate a whole-class debrief in which three to four volunteers share one insight from their self-assessment and one piece of peer feedback they found most useful; faculty clarify any recurring misconceptions about scope of practice, rejection criteria, or documentation standards and confirm portfolio submission deadlines before Lesson 4.
Complete individual portfolio drafts; portfolio rubric; peer-review rubric; reflective self-assessment prompt sheet; NHA CPT, AMT RPT, or ASCP PBT exam content outline (student's choice); computers with word-processing and PDF software; printer.Portfolio checklist: all six required sections present and submitted; reflective self-assessment addresses all three required prompts and names at least three competency areas from a recognized credentialing body's outline; peer-review form is complete, signed, and cites at least one specific best-practice reference — portfolios missing any required section are returned for same-day correction before the defense.
4Formal Portfolio Defense and Program Readiness Evaluation8practiceStudents present their portfolio in a 10-to-15-minute oral defense before a faculty panel and answer questions on technique, patient safety, and scope of practice, demonstrating readiness for the clinical practicum.
  1. Each student delivers a structured oral presentation (10–15 minutes) to a two-person faculty panel: the student introduces their portfolio, walks the panel through two pieces of evidence they consider strongest, explains their error-analysis findings from the case studies, and summarizes their self-assessed area for growth — the panel scores the defense on a five-criterion rubric covering content accuracy, safety reasoning, professional communication, self-awareness, and exam-readiness.
  2. Following the presentation, the panel conducts a five-minute question period using a standardized question bank drawn from all four prior courses (e.g., 'A patient's arm shows a hematoma forming mid-draw — what do you do and why?'; 'Which tube do you collect first if your order includes a citrate tube and an SST — and why?'; 'A specimen arrives in the lab with no label — what is the correct action?'); student responses are scored on the same rubric.
  3. After all defenses are complete, faculty provide each student with a written summary evaluation that identifies clinical practicum readiness, flags any remaining competency gaps requiring attention during the practicum, and includes a signed program-readiness form that the student will present to their practicum site supervisor.
Final bound or PDF portfolio; defense rubric (five criteria, four-point scale each); standardized question bank; faculty scoring sheets; program-readiness form; timer; presentation space with table for panel.Defense rubric: student must score at least 3 out of 4 on each of the five criteria (content accuracy, safety reasoning, professional communication, self-awareness, exam-readiness) and achieve an overall score of at least 15 out of 20; students who score below 3 on any single criterion receive a written remediation plan and may request one repeat defense session before the practicum begins — students who do not achieve the passing threshold do not receive the signed program-readiness form until the criterion is met.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-06 Externship / clinical

Clinical Practicum: Supervised Phlebotomy Externship

120 hr · $480 COMPLIMENTARY

Students complete 120 supervised hours at an approved clinical site—such as a hospital laboratory, outpatient draw station, or reference laboratory—performing real patient collections under the direct oversight of a credentialed phlebotomist or laboratory professional. Competencies addressed span the full scope of entry-level phlebotomy practice, including venipuncture, capillary collection, special procedures, specimen processing, patient identification, infection control, and professional conduct. Performance is documented through a structured employer evaluation that maps directly to the competency domains tested on the NHA CPT, AMT RPT, and ASCP PBT certification examinations.

Outcomes
Course text

Students complete 120 supervised hours at an approved clinical site—such as a hospital laboratory, outpatient draw station, or reference laboratory—performing real patient collections under the direct oversight of a credentialed phlebotomist or laboratory professional. Competencies addressed span the full scope of entry-level phlebotomy practice, including venipuncture, capillary collection, special procedures, specimen processing, patient identification, infection control, and professional conduct. Performance is documented through a structured employer evaluation that maps directly to the competency domains tested on the NHA CPT, AMT RPT, and ASCP PBT certification examinations.

How the course runs. 4 blocks: Site Orientation, Compliance, and Professional Integration; Supervised Venipuncture and Capillary Collections on Live Patients; Specimen Processing, Special Procedures, and Laboratory Support; Final Competency Evaluation and Professional Exit.

What competent looks like. Perform venipuncture on a diverse patient population using correct technique, site selection, and order-of-draw with a success rate meeting site supervisor expectations across a minimum documented case log. Execute capillary puncture and applicable special collection procedures (timed draws, blood cultures, pediatric collections as assigned) in compliance with site protocols and standard precautions. Apply all required patient identification, labeling, and chain-of-custody steps on every specimen collected, with zero tolerance for mislabeled or unlabeled samples. Demonstrate professional behavior—punctuality, communication, scope-of-practice adherence, and response to difficult draws or patient distress—as rated satisfactory or above on the employer competency evaluation. Process, handle, centrifuge, aliquot, and route specimens according to site standard operating procedures and stability requirements. Complete the required case log, reflective journal entries, and a final site supervisor evaluation form documenting readiness for entry-level employment.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Site Orientation, Compliance, and Professional Integration16fieldThe student completes all site onboarding requirements and integrates into the clinical workflow while demonstrating infection control, HIPAA awareness, and professional conduct standards from the first shift.
  1. Attend site-specific orientation sessions covering facility policies, electronic health record or LIS login procedures, emergency codes, and reporting structure; document completion on the program's orientation checklist signed by the site supervisor.
  2. Shadow the assigned preceptor through a full shift, observing patient identification workflow, requisition processing, and specimen routing; submit a written reflection (minimum one page) identifying two site-specific practices that reinforce or extend classroom learning.
  3. Complete the program's Day-1 Skills Readiness Self-Assessment, rating confidence on 20 core competencies (venipuncture, capillary, labeling, PPE, etc.); review results with the site supervisor to establish a personalized collection goal for the practicum.
Site-issued badge and PPE kit, facility policy and procedure manual, program orientation checklist, HIPAA acknowledgment form, Day-1 Skills Readiness Self-Assessment form, reflective journal notebook or digital equivalentOrientation checklist returned signed by site supervisor by end of first week; Day-1 Self-Assessment submitted to program coordinator; reflection accepted as complete. Pass = all three items submitted on time with supervisor signature confirming the student met site compliance requirements.
2Supervised Venipuncture and Capillary Collections on Live Patients72fieldThe student independently performs a documented minimum number of venipunctures and capillary punctures on actual patients, demonstrating correct technique, order-of-draw, patient ID, and labeling on every encounter with supervision that decreases as competency is established.
  1. Collect venipuncture specimens from patients across varying demographics (pediatric, elderly, obese, oncology, difficult access as site census permits), logging each attempt and successful collection on the program's case log form, which records patient age range, vein site used, tubes collected in order, and supervisor initials confirming accuracy.
  2. Perform heel-stick or fingerstick capillary collections as assigned (newborn screening cards handled only if site-permitted and supervised), documenting technique, device used, and specimen type on the case log; accumulate the minimum number of capillary entries required by the program.
  3. For each shift, complete the end-of-shift competency tracker documenting: number of attempts, first-stick success rate, any adverse events (hematoma, syncope, repeat collections), corrective actions taken, and one area identified for improvement; review tracker weekly with the preceptor.
Site-issued evacuated tube system supplies (needles, holders, tubes per site formulary), butterfly sets, lancets, microcollection tubes, tourniquets, alcohol prep pads, gauze, bandages, gloves, sharps containers, specimen labels, case log forms, end-of-shift competency tracker, program-required minimum collection logCase log reviewed at the midpoint (week 6) and at completion; student must have documented the program-required minimum venipuncture and capillary collections with supervisor initials on each entry and a first-stick success rate trending toward the site benchmark. Midpoint pass standard = minimum half of required collections logged with no unresolved labeling errors; final pass = full minimum log complete, zero unresolved patient ID or labeling errors, supervisor midpoint and final ratings both at Satisfactory or above.
3Specimen Processing, Special Procedures, and Laboratory Support24fieldThe student performs specimen processing tasks—centrifugation, aliquoting, accessioning, and routing—and assists with at least one special collection type (timed glucose, blood culture, or therapeutic drug monitoring as site volume allows), following site SOPs and stability requirements throughout.
  1. Process a minimum number of centrifuge runs during the practicum, checking speed, time, and brake settings per the site SOP; inspect for hemolysis, lipemia, and adequate volume; document rejection criteria applied to any rejected specimen and the corrective action taken on the case log.
  2. Participate in or observe at least one blood culture collection or other special draw type available at the site (OGTT timed draws, paternity chain-of-custody, therapeutic phlebotomy, or pediatric micro-collection); write a procedure summary describing patient prep, timing, labeling, and transport requirements specific to that collection.
  3. Accession five or more specimens into the site LIS or requisition system under supervisor oversight, verifying that demographic data, test codes, collection time, and collector ID match the physical label; identify and correct one intentional discrepancy planted by the supervisor as a competency check.
Site centrifuge, aliquot tubes, pipettes, biohazard bags, transport coolers or warmers as required, LIS terminals or paper requisition forms, blood culture bottles (observation only if not a site-assigned task), site SOP binder or digital SOP portal, procedure summary templateProcedure summary graded by program coordinator using a rubric: accuracy of steps described (50%), identification of patient safety checkpoints (30%), professional writing (20%); pass = 75% total. LIS discrepancy exercise: student must identify and document the planted error before submitting the specimen. Case log centrifuge entries reviewed for completeness at final evaluation.
4Final Competency Evaluation and Professional Exit8fieldThe student completes the formal employer competency evaluation, submits the completed case log and reflective journal, and participates in an exit conference with the site supervisor and program coordinator to confirm entry-level readiness.
  1. Site supervisor completes the program's standardized Employer Competency Evaluation form rating the student on all required domains (patient ID, venipuncture technique, capillary technique, infection control, specimen labeling, processing accuracy, professional behavior, communication, and response to complications) using the defined rating scale; student reviews the ratings and signs the form.
  2. Student submits the completed case log (all entries supervisor-initialed), full set of end-of-shift competency trackers, and a cumulative reflective journal (minimum six entries, one per active week) to the program coordinator; coordinator reviews for completeness and authenticity.
  3. Student participates in a 20-minute exit conference with the site supervisor and program coordinator: student presents a two-minute self-assessment of growth areas and remaining skill gaps, supervisor provides verbal feedback, and coordinator confirms program completion status and transitions the student to the Certification Exam Preparation course.
Employer Competency Evaluation form, completed case log binder, end-of-shift competency trackers, reflective journal, program completion verification form, exit conference agendaPass standard for course completion: (1) Employer Competency Evaluation average rating of Satisfactory or above with no individual domain rated Unsatisfactory; (2) case log complete with required minimum collections and all supervisor initials present; (3) reflective journal contains required minimum entries; (4) exit conference held and program coordinator signs completion verification. Any Unsatisfactory domain rating triggers a remediation plan and, if site hours allow, additional supervised practice before sign-off.
Assessments
AssessmentTypeWeightPass standardMethod & rubric
HLT-PHLE88-07 Exam prep

Certification Exam Preparation for Phlebotomy Technician

24 hr · $240 COMPLIMENTARY

This course systematically reviews every domain tested on the Certified Phlebotomy Technician (CPT) examinations offered by NHA, AMT, and ASCP, closing knowledge gaps identified through diagnostic testing. Students complete timed, full-length mock exams under realistic conditions and apply targeted remediation strategies so they enter the credentialing exam with confidence and competence.

Outcomes
Course text

This course systematically reviews every domain tested on the Certified Phlebotomy Technician (CPT) examinations offered by NHA, AMT, and ASCP, closing knowledge gaps identified through diagnostic testing. Students complete timed, full-length mock exams under realistic conditions and apply targeted remediation strategies so they enter the credentialing exam with confidence and competence.

How the course runs. 4 blocks: Credential Landscape and Diagnostic Assessment; Domain Deep-Dive Review: Anatomy, Procedures, and Special Collections; Domain Deep-Dive Review: Specimen Handling, Safety, Quality, and Compliance; Full Mock Exams, Scoring, and Exam-Day Readiness.

What competent looks like. Identify the content domains and item formats used by NHA, AMT, and ASCP CPT exams and map each domain to prior coursework. Answer practice questions in all exam content areas—anatomy and physiology, collection procedures, specimen handling, safety, and compliance—at or above the passing threshold for each credentialing body. Apply test-taking strategies such as question dissection, educated elimination, and time management to improve accuracy on multiple-choice items. Complete two full-length timed mock exams and score at or above a pre-established benchmark indicating readiness to sit the credentialing exam. Construct a personalized remediation plan that targets weak domains identified through diagnostic and mock-exam data. Demonstrate the ability to locate and use official candidate handbooks and online scheduling portals to register for a chosen CPT credentialing exam.

Lessons · 4 blocks
#LessonHrTypeObjectiveActivitiesMaterialsCheck
1Credential Landscape and Diagnostic Assessment4theoryStudents will compare the CPT exam blueprints of NHA, AMT, and ASCP and complete a scored diagnostic exam to identify personal content-area strengths and gaps.
  1. Side-by-side blueprint analysis: students use official candidate handbooks from NHA, AMT, and ASCP to create a three-column comparison chart listing each body's content domains, number of scored items, and time limits, then discuss similarities and differences as a class.
  2. 60-question timed diagnostic exam drawn proportionally from all major CPT content areas (anatomy, venipuncture, capillary and special collections, specimen handling and processing, safety, quality, and compliance); students record their raw score by domain on a personal tracking sheet.
  3. Individual gap-mapping activity: each student highlights domains scoring below 70% on their tracking sheet and drafts three targeted study goals using the SMART format, which the instructor reviews before the end of class.
NHA CPT candidate handbook; AMT RPT/CPT exam content outline; ASCP BOC phlebotomy exam content guideline; 60-question diagnostic item bank (instructor-prepared, referenced to NAACLS competencies and published exam blueprints); personal domain tracking worksheet; highlighters; ASCP, NHA, and AMT official websites for portal navigation demonstration.Students must correctly identify at least 4 of 5 key exam parameters (item count, time limit, passing standard, eligibility pathway, score reporting method) for two of the three credentialing bodies on a brief written quiz; pass = 80%. Diagnostic exam scores are used formatively only—no pass/fail—but every student must complete the gap-mapping activity before the next lesson.
2Domain Deep-Dive Review: Anatomy, Procedures, and Special Collections8practiceStudents will answer targeted practice questions and participate in case-based discussion covering the high-weight exam domains of circulatory anatomy, venipuncture and capillary technique, order of draw, and special or pediatric collections until they reach at least 75% accuracy in each domain.
  1. Rotating station review (four 30-minute stations): Station 1 — circulatory anatomy and physiology flash-card drill (veins, arteries, coagulation basics); Station 2 — order-of-draw and additive matching using tube color cards and written rationale prompts; Station 3 — capillary and special-collection scenario cards (newborn heel stick, blood cultures, glucose tolerance, arterial blood gas assist) requiring students to write the correct sequence and rationale; Station 4 — venipuncture complication case studies (hematoma, hemolysis, collapsed vein, syncope) requiring the student to select the correct intervention from a multiple-choice set.
  2. Spaced practice sets: after stations, students complete two 20-question timed sets (10 minutes each) exclusively from the anatomy and procedure domains; partners exchange papers and score using an answer key, then flag any item where both partners were unsure for whole-class debrief.
  3. Error analysis journal entry: each student writes a one-paragraph reflection identifying the single most common error pattern observed in their practice sets and lists two specific resources (textbook chapter, prior lab skill sheet, or video) they will use for self-study before the mock exam.
McCall & Tankersley 'Phlebotomy Essentials' (current edition) — chapters covering anatomy, venipuncture, capillary, and special collections; tube color/additive reference card (CLSI H3 and H4 summaries); scenario card deck (instructor-prepared); two 20-question practice sets with answer keys; timer; error analysis journal template.Each student must score at least 75% on both 20-question practice sets by end of lesson. Students scoring below 75% on either set must complete an assigned reading and a 10-question make-up set before the next lesson and show the instructor their corrected score; pass = 75%.
3Domain Deep-Dive Review: Specimen Handling, Safety, Quality, and Compliance6practiceStudents will correctly answer practice questions covering specimen processing and transport, infection control and OSHA standards, quality assurance, patient identification, and legal/ethical compliance at a rate of at least 75% accuracy per domain.
  1. Instructor-led concept mapping session: the class builds a shared whiteboard map connecting pre-analytical error sources (patient ID mistakes, incorrect tubes, improper transport) to specimen rejection criteria and quality indicators, then traces each node to the relevant exam domain so students see how content clusters on the blueprint.
  2. Rapid-fire compliance scenario drill: instructor reads 30 short scenarios aloud (needlestick protocol, PPE selection, chain of custody for forensic specimens, HIPAA patient-information requests, labeling requirements); students hold up color-coded response cards (A/B/C/D) for immediate formative feedback, followed by brief explanations of each correct answer.
  3. 25-question timed practice set drawn from specimen handling, safety, quality, and compliance domains (12 minutes); students self-score, record domain sub-scores on their tracking sheet, and update their gap-mapping document from Lesson 1 to reflect current standing before submitting to the instructor.
McCall & Tankersley 'Phlebotomy Essentials' (current edition) — chapters covering specimen handling, processing, quality assurance, and safety; OSHA Bloodborne Pathogens Standard summary sheet; CLSI specimen transport and handling reference summary; color-coded A/B/C/D response cards; 25-question practice set with answer key; updated domain tracking worksheet.Students must score at least 75% on the 25-question practice set. Students below 75% receive a targeted reading assignment and must complete a 10-question domain-specific make-up set with instructor sign-off before the mock exam day; pass = 75%.
4Full Mock Exams, Scoring, and Exam-Day Readiness6practiceStudents will complete two full-length, timed mock CPT exams under standardized conditions, score at or above the program benchmark on at least one exam, and produce a finalized exam registration and study plan demonstrating readiness to sit the credentialing exam.
  1. Mock Exam 1 (90 minutes, 100 questions): administered under timed, closed-book, test-center-simulation conditions (phones away, single scratch paper, no interruptions); immediately after time is called, students self-score using an answer key, record domain sub-scores on their tracking sheet, and compute a total percentage score.
  2. Structured debrief and remediation planning (30 minutes): instructor leads a whole-class review of the 10 most frequently missed items from Mock Exam 1, modeling question-dissection technique (identify the key term, eliminate distractors, apply content knowledge); each student then updates their SMART study goals and plans independent study before Mock Exam 2.
  3. Mock Exam 2 (90 minutes, 100 questions, different item set): same timed conditions as Mock Exam 1; after scoring, each student completes a final readiness checklist that includes: (a) benchmark score met on at least one mock exam, (b) exam application submitted or scheduled with chosen credentialing body, (c) candidate handbook reviewed for day-of requirements (valid ID, approved calculator if any, testing center rules), and (d) personal study plan finalized for any remaining preparation before the live exam.
Two 100-question mock exam booklets or secure digital sets (instructor-prepared, proportioned to NHA/AMT/ASCP blueprints); answer keys with rationales; pencils and scratch paper; timer; domain tracking worksheet; exam readiness checklist; NHA, AMT, and ASCP candidate handbooks and online scheduling portals (accessed on student devices for registration walkthrough).Program benchmark: a score of 75% or higher on at least one of the two mock exams. Students who do not meet the benchmark on either exam receive a written individualized study plan from the instructor specifying domain focus areas and recommended resources, and are encouraged to schedule additional study time before registering for the live exam. Completion of the exam readiness checklist (all four items checked) is required for course completion credit regardless of mock-exam score.
Assessments
AssessmentTypeWeightPass standardMethod & rubric

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