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.
VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.
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.
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | OSHA Bloodborne Pathogen and Hazard Communication Standards in Phlebotomy | 24 | theory | Students 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. |
| 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, whiteboard | Written 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. |
| 2 | Workplace Safety: OSHA 10 Principles, Infection Control, and Healthcare Facility Hazards | 20 | theory | Students 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. |
| 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 card | Successful 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. |
| 3 | First Aid and CPR/AED Certification | 16 | lab | Students 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). |
| 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 cards | Pass 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. |
| 4 | Trade Math and Measurement for Phlebotomy: Units, Conversions, and Ratios | 24 | practice | Students 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. |
| 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 logs | Cumulative 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. |
| 5 | Medical Terminology, Anatomical Language, and Laboratory Order Interpretation | 28 | theory | Students 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. |
| 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-building | Written 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. |
| 6 | Digital Tools: Electronic Health Records, Laboratory Information Systems, and Professional Communication | 20 | demo | Students 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. |
| 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 handout | Practical 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. |
| 7 | Career Readiness: Professionalism, Ethics, Resume, and Job-Search Skills for Phlebotomy Technicians | 16 | field | Students 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. |
| 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 summary | Resume/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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Vascular Anatomy and Physiology for Phlebotomy | 5 | theory | Students will identify the veins of the antecubital fossa, forearm, hand, and wrist and explain the anatomical structures that must be avoided during venipuncture. |
| Standard phlebotomy textbook (e.g., McCall & Tankersley, Phlebotomy Essentials), anatomical arm diagrams, color illustrations of antecubital anatomy, whiteboard | Students 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. |
| 2 | Equipment, Tubes, and Order of Draw | 5 | theory | Students will match evacuated tube types, additive functions, and closure colors to their designated laboratory tests and recite the CLSI-recommended order of draw. |
| 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 worksheet | Students 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. |
| 3 | Infection Control and OSHA Bloodborne Pathogen Standards in Phlebotomy | 4 | theory | Students will explain OSHA Bloodborne Pathogen Standard requirements as they apply to phlebotomy and demonstrate correct selection and donning/doffing of personal protective equipment. |
| OSHA Bloodborne Pathogen Standard summary handout, gloves (various sizes), masks, gowns, sharps disposal container, hand hygiene poster, scenario cards, printed donning/doffing checklist | Student completes donning/doffing with zero critical errors on the checklist and correctly identifies the required corrective action in all three scenarios; instructor signs off. |
| 4 | Patient Identification, Requisition Interpretation, and Pre-Procedure Communication | 4 | demo | Students will perform a two-identifier patient verification, interpret a laboratory requisition, and explain the procedure to a simulated patient using plain language. |
| Simulated patient wristbands, printed laboratory requisitions, requisition interpretation guide, script checklist, peer feedback form | Student 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. |
| 5 | Site Selection, Tourniquet Application, and Vein Palpation | 5 | demo | Students will assess a patient arm, apply and release a tourniquet within the recommended time limit, and select the optimal venipuncture site using systematic palpation. |
| Venipuncture training arm with interchangeable vein inserts, tourniquets, stopwatch or timer, site-selection decision tree handout, case cards | Student 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. |
| 6 | Aseptic Skin Preparation and Needle Handling | 4 | demo | Students 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. |
| Alcohol prep pads, gauze pads, bandages, evacuated needle-holder assemblies with safety shields, training arm, sharps container, procedural checklist | Student 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. |
| 7 | Evacuated Tube Venipuncture: Full Procedure on Training Arm | 8 | lab | Students 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. |
| Venipuncture training arms with blood-simulating fluid, evacuated tube sets, needle-holder assemblies, tourniquet, alcohol prep pads, gauze, bandages, sharps container, standardized venipuncture competency checklist | Student 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. |
| 8 | Complications: Recognition, Prevention, and Response | 5 | theory | Students 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. |
| Complication-response reference card, cause-sign-response worksheet, case vignettes (written or video), cold compress, syncope response script, documentation form | Student 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. |
| 9 | Specimen Labeling, Documentation, and Chain of Custody | 4 | practice | Students will label specimens with all required elements at the bedside immediately after collection and complete associated manual and electronic documentation accurately. |
| Blank tube labels, completed requisitions, labeling checklist, mock EHR training module (or LIS simulation), chain-of-custody form, scenario packet | Student 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. |
| 10 | Difficult Draws and Special Populations: Technique Adaptations | 5 | practice | Students 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. |
| Pediatric venipuncture training arm insert, 23G butterfly needles, small evacuated tubes (2 mL), scenario cards, technique comparison worksheet, blood pressure cuff | Student 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). |
| 11 | Integrated Skills Practice: Simulated Patient Encounters | 7 | lab | Students 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. |
| 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 worksheet | Student 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. |
| 12 | Credential Exam Alignment and Unit Review | 4 | theory | Students 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. |
| 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 template | Student 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Capillary Blood Physiology and Indications for Skin Puncture | 4 | theory | Students 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. |
| 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. |
| 2 | Site Selection and Lancet Devices for Fingerstick Collection | 5 | demo | Students 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. |
| Assorted safety lancets (multiple depths/widths), fingerstick training pads, nitrile gloves, alcohol prep pads, gauze, bandages, competency checklist (instructor-prepared), lancet packaging inserts | Instructor 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. |
| 3 | Fingerstick Procedure: Skill Performance on Training Models | 6 | lab | Students 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. |
| 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-video | Student 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. |
| 4 | Capillary Order of Draw and Device Types | 4 | theory | Students 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. |
| Microtainers (multiple additive types), color-coded cap reference card, capillary tubes, simulated collection fluid (colored water), written worksheet, phlebotomy textbook, CLSI GP42 summary handout | Students 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. |
| 5 | Heelstick Collection: Neonatal and Infant Skin Puncture | 6 | demo | Students 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. |
| 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 diagram | Instructor-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%. |
| 6 | Neonatal Metabolic Screening (Newborn Screening Programs) | 4 | theory | Students will explain the purpose of state newborn screening programs, the types of conditions screened, collector responsibilities for filter paper card completion, and transport requirements. |
| Sample newborn screening filter paper cards (with and without errors), CDC newborn screening fact sheet, state health department resource printout, whiteboard for discussion notes | Written 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. |
| 7 | Point-of-Care Testing: Glucose, Hemoglobin, and Coagulation Monitoring | 5 | lab | Students 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. |
| Training glucometers with control solutions, glucometer test strips, fingerstick training models, safety lancets, gloves, point-of-care log forms, reference range sheet, phlebotomy textbook | QC 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. |
| 8 | Glucose Tolerance Testing: Patient Preparation and Timed Collection | 5 | theory | Students 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. |
| Action-step cards (instructor-prepared), plain-language patient instruction sheet template, glucose tolerance testing protocol reference (from textbook or laboratory procedure manual excerpt), whiteboard | Sequencing 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. |
| 9 | Blood Culture Collection: Technique and Contamination Prevention | 6 | demo | Students 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. |
| 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 handout | Instructor 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. |
| 10 | Arterial Blood Gas Collection: Scope, Safety, and Collector Role | 4 | theory | Students 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. |
| State phlebotomy practice guideline printout, ASCP scope-of-practice reference, Allen test demonstration handout, pre-analytical variable worksheet, phlebotomy textbook ABG chapter | T-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%. |
| 11 | Specimen Integrity, Rejection Criteria, and Labeling for Capillary and Special Collections | 5 | practice | Students 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. |
| 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 textbook | Label 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. |
| 12 | Integrated Capillary and Special Collections Skills Assessment | 6 | lab | Students 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. |
| 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 checklist | All 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | The Pre-Analytical Phase: Sources of Error and Quality Foundations | 4 | theory | Students will identify the pre-analytical phase of laboratory testing and list at least six variables that introduce error before a specimen reaches the analyzer. |
| Whiteboard, cause-and-effect diagram worksheet, case-study handout, CLSI GP41 summary reference card, student notebooks | Quiz score of 80% or higher identifying error phases; instructor reviews cause-and-effect diagrams for completeness before next lesson. |
| 2 | Evacuated Tube Systems: Additives, Inversions, and Order of Draw | 6 | demo | Students 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. |
| Representative evacuated tubes (training/expired or color-coded display set), tube rack, CLSI GP41 order-of-draw chart, tube-identification worksheet, instructor answer key | Worksheet score of 85% or higher; observed order-of-draw demonstration performed correctly without prompting on two consecutive attempts. |
| 3 | Specimen Labeling, Accessioning, and Chain of Custody | 5 | theory | Students will apply required labeling elements to a specimen and document it through a simulated accessioning workflow, maintaining an unbroken chain of custody. |
| Sample facility labeling policy, blank adhesive labels, ballpoint pens, mock patient requisition forms, paper accession log, chain-of-custody form template, empty training tubes | Labeled 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. |
| 4 | Electronic Health Records and LIS Basics for Phlebotomists | 4 | theory | Students 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. |
| Computers or tablets with access to training-environment LIS (or realistic simulation software), printed step-by-step LIS guide, mock requisition forms, specimen requirement worksheet | All 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. |
| 5 | Centrifugation Principles and Safe Operation | 5 | demo | Students will set up, balance, operate, and perform post-run quality checks on a laboratory centrifuge following manufacturer and facility standard operating procedures. |
| 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. |
| 6 | Serum and Plasma Separation and Aliquoting | 6 | lab | Students will separate serum or plasma from centrifuged specimens and aliquot measured volumes into labeled transfer tubes using correct technique and without contaminating the sample. |
| 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 protection | Instructor 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. |
| 7 | Specimen Integrity: Recognizing and Responding to Rejection Criteria | 5 | lab | Students 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. |
| 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 protection | Specimen 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. |
| 8 | Temperature, Time, and Light Sensitivity: Specimen Preservation Requirements | 4 | theory | Students will apply published temperature and time limits and light-protection requirements to assign correct preservation handling to a list of ordered tests. |
| Specimen requirement reference table (facility or textbook appendix), sorting cards, four labeled bins, scenario worksheet, student notebooks | Sorting exercise: 13 of 15 cards correctly placed to pass; scenario worksheet score of 80% or higher required. |
| 9 | Specimen Transport: Internal Routing and Pneumatic Tube Systems | 4 | demo | Students will package a specimen for safe internal transport and describe the limitations and precautions associated with pneumatic tube system use for fragile specimens. |
| Biohazard specimen bags, absorbent pads, secondary transport containers, mock pneumatic tube carrier, facility transport policy example, transport routing log, capped training tubes | Instructor 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. |
| 10 | Send-Out Testing, Referral Laboratories, and Special Packaging | 4 | theory | Students will prepare a specimen and required documentation for referral to an outside laboratory following simulated send-out instructions, including selecting the correct shipping temperature. |
| Sample send-out test directory pages, mock requisition forms, chain-of-custody form, scenario worksheets, student notebooks | Completed 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. |
| 11 | Point-of-Care Testing: Instrument Operation and Quality Control | 6 | lab | Students 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. |
| 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, gloves | Instructor 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. |
| 12 | Comprehensive Specimen Processing Simulation and Competency Assessment | 7 | practice | Students will independently process a simulated multi-test specimen set—including accessioning, centrifugation, aliquoting, preservation assignment, and documentation—meeting all quality standards without instructor prompting. |
| 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 form | Instructor-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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Portfolio Architecture and Case-Study Error Analysis | 10 | theory | Students 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. |
| 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. |
| 2 | Integrated Simulated Collection Lab and Trade-Math Documentation | 14 | lab | Students 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. |
| 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. |
| 3 | Portfolio Completion, Reflective Self-Assessment, and Peer Review | 8 | practice | Students 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. |
| 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. |
| 4 | Formal Portfolio Defense and Program Readiness Evaluation | 8 | practice | Students 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. |
| 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesStudents 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Site Orientation, Compliance, and Professional Integration | 16 | field | The 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. |
| 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 equivalent | Orientation 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. |
| 2 | Supervised Venipuncture and Capillary Collections on Live Patients | 72 | field | The 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. |
| 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 log | Case 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. |
| 3 | Specimen Processing, Special Procedures, and Laboratory Support | 24 | field | The 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. |
| 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 template | Procedure 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. |
| 4 | Final Competency Evaluation and Professional Exit | 8 | field | The 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. |
| Employer Competency Evaluation form, completed case log binder, end-of-shift competency trackers, reflective journal, program completion verification form, exit conference agenda | Pass 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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.
OutcomesThis 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.
| # | Lesson | Hr | Type | Objective | Activities | Materials | Check |
|---|---|---|---|---|---|---|---|
| 1 | Credential Landscape and Diagnostic Assessment | 4 | theory | Students 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. |
| 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. |
| 2 | Domain Deep-Dive Review: Anatomy, Procedures, and Special Collections | 8 | practice | Students 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. |
| 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%. |
| 3 | Domain Deep-Dive Review: Specimen Handling, Safety, Quality, and Compliance | 6 | practice | Students 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. |
| 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%. |
| 4 | Full Mock Exams, Scoring, and Exam-Day Readiness | 6 | practice | Students 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. |
| 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. |
| Assessment | Type | Weight | Pass standard | Method & rubric |
|---|
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