Clinical Procedures For Safer Patient Care: Chapter 8. Intravenous Therapy
Clinical Procedures For Safer Patient Care: Chapter 8. Intravenous Therapy
Clinical Procedures For Safer Patient Care: Chapter 8. Intravenous Therapy
8.1 Introduction
The use of intravenous (IV) therapy is common in the health care setting. IV therapy is a treatment that
infuses fluids, nutrients, blood, blood products, or medication directly into a vein. It is a fast, efficient way to
infuse fluids and medications into the body.
This chapter will review how to care for a patient with peripheral intravenous therapy and central venous
catheters. It will cover how to prepare IV infusions, and how to assess, maintain, and prevent complications
related to intravenous therapy.
Learning Objectives
The most common reasons for IV therapy (Waitt, Waitt, & Pirmohamed, 2004) include:
1. To replace fluids and electrolytes and maintain fluid and electrolyte balance: The body’s fluid
balance is regulated through hormones and is affected by fluid volumes, distribution of fluids in the
body, and the concentration of solutes in the fluid. If a patient is ill and has fluid loss related to
decreased intake, surgery, vomiting, diarrhea, or diaphoresis, the patient may require IV therapy.
2. To administer medications, including chemotherapy, anesthetics, and diagnostic reagants: About
40% of all antibiotics are given intravenously.
3. To administer blood or blood products: The donated blood from another individual can be used in
surgery, to treat medical conditions such as shock or trauma, or to treat a failure in the production of
red blood cells. The infusion restores circulating volumes, improving the ability to carry oxygen and
replace blood components that are deficient in the body.
4. To deliver nutrients and nutritional supplements: IV therapy can deliver some or all of the nutritional
requirements for patients unable to obtain adequate amounts orally or by other routes.
IV fluid therapy is ordered by a physician or nurse practitioner. The order must include the type of
solution or medication, rate of infusion, duration, date, and time. IV therapy may be for short or long
duration, depending on the needs of the patient (Perry et al, 2014).
IV therapy is an invasive procedure, and therefore significant complications can occur if the wrong
amount of IV fluids or the incorrect medication is given.
Aseptic technique must be maintained throughout all IV therapy procedures, including initiation of
IV therapy, preparing and maintaining equipment, and discontinuing an IV system. Always perform
hand hygiene before handling all IV equipment. If an administration set or solution becomes
contaminated with a non-sterile surface, it should be replaced with a new one to prevent introducing
bacteria or other contaminants into the system (Centers for Disease Control [CDC], 2011).
Understand the indications and duration for IV therapy for each patient. Practice guidelines
recommend that patients receiving IV therapy for more than six days should be assessed for an
intermediate or long-term device (CDC, 2011).
If a patient has an order to keep a vein open, or “TKVO,” the usual rate of infusion is 20 to 50 ml per
hour (Fraser Health Authority, 2014).
Complications may occur with IV therapy, including but not limited to localized infection, catheter-
related bloodstream infection (CR-BSI), fluid overload, and complications related to the type and
amount of solution or medication given (Perry et al., 2014).
For an infusing peripheral IV, the site must be assessed every 2 hours and p.r.n.
A saline lock site must be assessed every 12 hours and p.r.n.
Peripheral IV
A peripheral IV is a common, preferred method for short-term IV therapy in the hospital setting. A
peripheral IV (PIV) (see Figure 8.1) is a short intravenous catheter inserted by percutaneous venipuncture
into a peripheral vein, held in place with a sterile transparent dressing to keep the site sterile and prevent
accidental dislodgement (CDC, 2011). Upper extremities (hands and arms) are the preferred sites for
insertion by a specially trained health care provider. If a lower extremity is used, remove the peripheral IV
and re-site in the upper extremities as soon as possible (CDC, 2011; McCallum & Higgins, 2012). The hub
of a short intravenous catheter is usually attached to IV extension tubing with a positive pressure cap (Fraser
Health Authority, 2014).
PIVs are used for infusions under six days and for solutions that are iso-osmotic or near iso-osmotic (CDC,
2011). They are easy to monitor and can be inserted at the bedside. CDC (2011) recommends that PIVs be
replaced every 72 to 96 hours to prevent infection and phlebitis in adults. Most agencies require training to
initiate IV therapy, but the care and preparation of equipment, and the maintenance of an IV system can be
completed each shift by the trained health care provider. For more information on how to initiate IV therapy,
see the resources at the end of the chapter.
PIVs are prone to phlebitis and infection, and should be removed (CDC, 2011) as follows:
Several potential complications may arise from peripheral intravenous therapy. It is the responsibility of the
health care provider to monitor for signs and symptoms of complications and intervene appropriately.
Complications can be categorized as local or systemic. Most complications are avoidable if simple hand
hygiene and safe principles are adhered to for each patient at every point of contact (Fraser Health
Authority, 2014; McCallum & Higgins, 2012). Table 8.1 lists the potential local and complications and
treatment.
Mechanical causes: Inflammation of the vein’s inner lining can be caused by the cannula
rubbing and irritating the vein. It is recommended to use the smallest gauge possible to
deliver the medication or required fluids.
Phlebitis
Chemical causes: Inflammation of the vein’s inner lining can be caused by medications
with a high alkaline, acidic, or hypertonic solutions. To avoid chemical phlebitis, follow
the Parenteral Drug Therapy Manual (PDTM) guidelines for administering IV
medications for the appropriate amount of solution and rate of infusion.
Treatment: Immediately remove cannula. May elevate arm or apply a warm compress.
Document findings in chart. Initiate a new peripheral IV if necessary.
Infiltration Infiltration occurs when a non-vesicant solution (IV solution) is inadvertently
administered into surrounding tissue. Signs and symptoms include pain, swelling, redness,
skin surrounding insertion site is cool to touch, change in quality or flow of IV, tight skin
around IV site, IV fluid leaking from IV site, and frequent alarms on the IV pump.
Treatment: Stop infusion and remove cannula. Follow agency policy related to infiltration.
Always secure peripheral catheter with tape or IV stabilization device to avoid accidental
dislodgement. Avoid areas of flexion and always assess IV site prior to giving IV fluids or
IV medications.
Extravasation occurs when vesicant solution (medication) is administered and
inadvertently leaks into surrounding tissue, causing damage to surrounding tissue.
Characterized by the same signs and symptoms as infiltration but also includes burning,
Extravasation stinging, redness, blistering, or necrosis of the tissue.
Treatment: Stop infusion and remove cannula. Follow agency policy for extravasation for
specific medications. For example, toxic medications have a specific treatment plan.
Hemorrhage is defined as bleeding from the puncture site.
Hemorrhage
Treatment: Apply gauze to the site until the bleeding stops, then apply a sterile transparent
dressing.
Local infection is indicated by purulent drainage from site, usually two to three days after
an IV site is started.
Local infection at
IV site
Treatment: Remove cannula and clean site using sterile technique. Monitor for signs and
symptoms of systemic infection.
Data source: Fraser Health Authority, 2014; McCallum & Higgins, 2012
Systemic complications can occur apart from chemical or mechanical complications. To review the systemic
complications of IV therapy, see Table 8.2.
Signs and symptoms of an air embolism include sudden shortness of breath, continued
coughing, breathlessness, shoulder or neck pain, agitation, feeling of impending doom,
lightheadedness, hypotension, wheezing, increased heart rate, altered mental status, and
jugular venous distension.
To avoid air embolisms, ensure drip chamber is one-third to one-half filled, ensure all
IV connections are tight, ensure clamps are used when IV system is not in use, and
remove all air from IV tubing by priming prior to attaching to patient.
A catheter embolism occurs when a small part of the cannula breaks off and flows
Catheter embolism into the vascular system. When removing a peripheral IV cannula, inspect tip to ensure
end is intact.
Catheter-related bloodstream infection (CR-BSI) is caused by microorganisms that
are introduced into the blood through the puncture site, the hub, or contaminated IV
tubing or IV solution, leading to bacteremia or sepsis. A CR-BSI is a nosocomial
preventable infection and an adverse event.
CR-BSI is confirmed in a patient with a vascular device (or a patient who had such a
Catheter-related
device in the last 48 hours before the infection) and no apparent source for the infection
bloodstream
other than the vascular access device with one positive blood culture.
infection
Treatment: IV antibiotic therapy
A central venous catheter (CVC) (see Figure 8.2), also known as a central line or central venous access
device, is an intravenous catheter that is inserted into a large vein in the central circulation system, where the
tip of the catheter terminates in the superior vena cava (SVC) that leads to an area just above the right
atrium. CVCs have become common in health care settings for patients who require IV medication
administration and other IV treatment requirements. CVCs can remain in place for more than one year.
Some CVC devices may be inserted at the bedside, while other central lines are inserted surgically. Central
lines are inserted by a physician or specially trained health care provider, and the use of ultrasound guided
placement is recommended to reduce time of insertion and complications (Safer Healthcare Now, 2012).
A CVC has many advantages over a peripheral IV line, including the ability to deliver fluids or medications
that would be overly irritating to peripheral veins, and the ability to access multiple lumens to deliver
multiple medications at the same time (Fraser Health Authority, 2014). Central venous catheters can be
inserted percutaneously or surgically through the jugular, subclavian, or femoral veins, or via the chest or
upper arm peripheral veins (Perry et al., 2014). Femoral veins are not recommended, as the rate of infection
is increased in adults (CDC, 2011; Safer Healthcare Now, 2012). To have a CVC inserted or removed, an
order by a physician or nurse practitioner must be obtained. Site selection for a CVC may be based on
numerous factors, such as the condition of the patient, patient’s age, and type and duration of IV therapy.
The majority of patients in an ICU will have a CVC to receive fluids and medications. A chest X-ray is
given to determine correct placement before inserting, or to confirm a suspected dislodgement (Fraser
Health Authority, 2014). An IV pump must be used with all CVCs to prevent complications.
CVCs are typically inserted for patients requiring more than six days of intravenous therapy or who:
A central line is made up of lumens. A lumen is a small hollow channel within the CVC tube. A CVC may
have single, double, triple, or quadruple lumens (Perry et al., 2014). Depending on the type of CVC, it may
be internally or externally inserted, and may have an open-ended or valved tip. Open-ended devices are
those in which the catheter tip is open like a “straw.” These have a higher risk for complications, such as
hemorrhage, air embolism, and occlusion from fibrin or clots. Valved devices are those in which the tip is
configured with a three-way pressure-activated valve (Perry et al., 2014). It is important to know what type
of central line is being used, as this will impact how to care for and manage the equipment for specific
procedures. Table 8.3 lists various types of central lines.
Most commonly used in critically ill patients. Can be used for days to weeks, and the
patient must remain in the hospital. Usually held in place with sutures or a
manufactured securement device.
Percutaneous
central venous
catheter (CVC)
Subcutaneous or
tunnelled central
venous catheter
Tunnelled CVC
Implanted central The implanted central venous catheter (ICVC) is inserted into a vessel, body cavity,
venous catheter or organ and is attached to a reservoir or “port,” located under the skin. The ICVC is
(ICVC, port a cath) also referred to as a port a catheter or port a cath. A surgical procedure is required to
insert the device, which is considered permanent. The device may be placed in the
chest, abdomen, or inner aspect of the forearms. It is often better for body image. The
ICVC can be accessed using a non-coring needle. A patient may return home with this
type of CVC.
Chest with ICVC inserted
CVCs have specific protocols for accessing, flushing, disconnecting, and assessment. All health care
providers require specialized training to care for, manage complications related to, and maintain CVCs as
per agency policy. Never access or use a central line for IV therapy unless trained as per agency policy. For
more information on CVC care and maintenance, see the suggested online reference list at the end of this
chapter.
Health care providers should assess a patient with a central line at the beginning and the end of every shift,
and as needed. For example, if the central line has been compromised (pulled or kinked), ensure it is
functioning correctly. Each assessment should include:
See Table 8.4 for a list of complications, signs and symptoms, and interventions.
Occlusions may be mechanical (pinch-off
syndrome, due to an internal pinching of the
central line between the first rib and clavicle),
caused by medication (unplanned/accidental
Follow agency-specific guidelines for
precipitation in the IV line), or from parenteral
managing various types of occlusions.
nutrition (may leave a lipid residue inside the
Thrombolytic therapy may be
catheter). Thrombus formation (fibrin sheath
Occlusions of initiated.
around the tip of the catheter) may occur as soon as
CVC (mechanical
24 hours after CVC is inserted. Thrombotic
or thrombus) Do not flush against resistance, flush
occlusions are responsible for approximately 58%
well between medications, and
of all occlusions. In addition to causing catheter
always flush using positive pressure
dysfunction, thrombotic occlusions can lead to
through a positive pressure cap.
catheter-related thrombosis. Signs include sluggish
flow rate, inability to flush or infuse medications,
and frequent downstream occlusion alarms on the
EID.
Clamp immediately and seal with a
CVCs may become broken or cracked. Assess for
sterile, occlusive dressing to prevent
pinholes, cracks, or tears during routine care.
an air embolism, bleeding, or a CR-
Assess for drainage after routine care.
Damage to CVC BSI. The CVC may be repaired or
line replaced. Notify health care provider
Avoid using sharp objects around CVCs, and only
promptly. Repair should only be
use a needleless device when accessing a central
completed by a trained CVC
line.
specialist.
Call physician and stop all fluid
infusions. You may need to pull back
on tubing and X-ray CVC again for
Patient may experience dysrhythmias caused by tip
placement confirmation.
of the catheter moving from original position to an
Catheter unwanted position. Migration may occur due to
Tape catheter securely using tape and
migration increased intrathoracic pressure due to coughing,
devices.
change in body position, or physical movement (of
the arms), sneezing, or weightlifting.
Do not pull on central lines; prevent
IV lines from being caught on other
equipment.
Data source: Baskin et al., 2009; BCIT, 2015a; Brunce, 2003; Fraser Health Authority, 2014; Perry et al.,
2014; Prabaharan & Thomas, 2014
Critical Thinking Exercises
1. What is the difference between a non-tunnelled (percutaneous) catheter and a tunnelled catheter?
Isotonic solutions have an osomolality of 250 to 375 mOsm/L. Isotonic solutions have the same osmotic
pressure as plasma, creating constant pressure inside and outside the cells, which causes the cells to remain
the same (they will not shrink or swell) and does not cause any fluid shifts within compartments. Isotonic
solutions are useful to increase intravascular volume, and are utilized to treat vomiting, diarrhea, shock, and
metabolic acidosis, and for resuscitation purposes and the administration of blood and blood products.
Examples of isotonic solutions include normal saline (0.9% sodium chloride), lactated Ringer’s solution, 5%
dextrose in water (D5W), and Ringer’s solution. It is important to monitor patients receiving isotonic
solutions for fluid volume overload (hypervolemia) (Crawford & Harris, 2011).
Hypotonic solutions have a lower concentration, or tonicity, of solutes and have an osomolality equal to or
less than 250 mOsm/L. The infusion of hypotonic solutions lowers the osmolality within the vascular space
and causes fluid to shift to the intracellular and interstitial space. Cells will swell but may also delete fluid
within the vascular space. Examples of hypotonic solutions include 0.45% sodium chloride, 0.33% sodium
chloride, 2.5% dextrose in water, and 0.2% sodium chloride. Monitor for hypovolemia and hypotension
related to fluid shifting out of the vascular space, and do not administer to patients with increased
intracranial pressure (ICP), as it may exacerbate cerebral edema. Use cautiously in patients with burns, liver
failure, and traumas (Crawford & Harris, 2011).
Hypertonic solutions have a higher concentration, or tonicity, of solutes and have an osomolality equal to
or greater than 375 mOsm/L. The osmotic pressure gradient draws water out of the intracellular space into
the extracellular space. Examples of hypertonic solutions include D5W and 0.45% sodium chloride, D10W,
and 3% sodium chloride. Hypertonic solutions may cause intravascular fluid volume overload and
pulmonary edema, and they should not be used for an extended period of time. Hypertonic solutions should
not be used in patients with heart or renal disease who are dehydrated (Crawford & Harris, 2011).
Read the article IV fluids: what nurses need to know for more in-depth information regarding colloid and
crystalloid solutions.
Although all IV fluids must be administered carefully, hypertonic solutions are additionally risky.
An order for IV fluids may be continuous or as a bolus, depending on the needs of the patient. IV solutions
are available in 25 ml to 1000 ml bags. The frequency, duration, amount, and additives to solution must be
ordered by a physician or nurse practitioner; for example, an order may be “give NS at 125 ml/hr.”
The most common types of solutions include normal saline (NS) and D5W. Patients may also have
medications, such as potassium chloride, thiamine, and multivitamins, added to IV solutions. To discontinue
an IV infusion, an order must be obtained from the physician or nurse practitioner (Perry et al., 2014).
IV Administration Equipment
When a peripheral vein has a cannula inserted, an extension tubing is connected to the hub on the cannula
and flushed with normal saline to maintain patency of the cannula. Most peripheral intravenous cannulas
will have extension tubing, a short, 20 cm tube with a positive fluid displacement/positive pressure cap
attached to the hub of the cannula for ease of access and to decrease manipulation of the catheter hub
(Vancouver Coastal Health, 2008). The extension tubing must be changed each time the peripheral catheter
is changed. When the peripheral cannula is not in use, the extension tubing attached to the cannula is called
a saline lock.
Intravenous fluids are administered through thin, flexible plastic tubing called an infusion set or primary
infusion tubing/administration set (Perry et al., 2014). The infusion tubing/administration set connects to
the bag of IV solution. Primary IV tubing is either a macro-drip solution administration set that delivers 10,
15, or 20 gtts/ml, or a micro-drip set that delivers 60 drops/ml. Macro-drip sets are used for routine primary
infusions. Micro-drip IV tubing is used mostly in pediatric or neonatal care, when small amounts of fluids
are to be administered over a long period of time (Perry et al., 2014). The drop factor can be located on the
packaging of the IV tubing.
Primary IV tubing is used to infuse continuous or intermittent fluids or medication. It consists of the
following parts:
Primary and secondary administration sets (see Figure 8.4) should be changed regularly to minimize risk and
prevent infection (CDC, 2011; Fraser Health Authority, 2014). Change IV tubing according to agency
policy. Table 8.5 lists the frequency of IV tubing change.
Frequency of IV
Type of IV Tubing and Solution
Tubing Change
Primary tubing with hypotonic, isotonic, or hypertonic continuous solution, when
Every 72 -96 hours insertion site is changed, or when indicated by the type of solution or medication
being administered.
Secondary or intermittent IV solution or medication. Rationale: When an
intermittent infusion is repeatedly disconnected and reconnected for infusion, there
Every 24 hours
is increased risk of contamination at the catheter hub, needleless connector, and the
male Luer end of the administration set, potentially increasing risk for CR-BSI.
Infusions containing fat emulsions (IV solutions combined with glucose and amino
Every 24 hours acids infused separately or in a 3 in 1 admixture). Example: Total parenteral
nutrition (TPN).
4 hours or 4 units,
whichever comes first, Blood and blood products
or between products
Data source: CDC, 2011
A health care provider is responsible for regulating and monitoring the amount of IV fluids being infused.
IV fluid rates are regulated in one of two ways:
1. Gravity. The health care provider regulates the infusion rate by using a clamp on the IV tubing,
which can either speed up or slow down the flow of IV fluids. An IV flow rate for gravity is
calculated in gtts/min.
2. Electronic infusion device (EID) (see Figure 8.5). The infusion rate is regulated by an electronic
pump to deliver the fluids at the correct rate and volume. All IV pumps regulate the rate of fluids in
ml/hr. An IV pump (EID) is used for many types of patients, solutions, and medications (Vancouver
Coastal Health, 2008).
To calculate the drops per minute for an infusion by gravity, follow the steps in Table 8.6.
Table 8.6 Calculating the Drops per Minute (gtts/min) for an Infusion by Gravity
Steps Additional Information
An order may read:
1. Verify the physician
Example 1. Give NS IV 125 ml/hr
order.
Example 2. Give 1000 ml of NS IV over 8 hours.
2. Determine the drop The drop factor is the amount of drops (gtts) per minute. IV tubing is either macro
factor on the IV tubing (10, 15, or 20 gtts/min) or micro tubing (60 gtts/min). The drop factor (or
administration set. calibration of the tubing) is always on the packaging of the IV tubing.
Use the formula:
Infusion rate (ml/hr) X IV drop factor (gtts/min)
= drops per minute
60 (Administration time is always in minutes)
3. Complete the To calculate ml/hr, divide 1000 ÷ 8 = 125 ml/hr.
calculation using the
formula. Example: Infuse IV NS at 125 ml/hr. IV tubing drop factor is 20 gtts/min
4. Regulate IV
infusion using the
roller clamp.
When an infusion is by gravity, there are several factors that may alter the flow/infusion rate (Fulcher &
Frazier, 2007). In addition to regulating the flow rate, assess the IV system to ensure these factors are not
increasing or decreasing the flow of the IV solution. These factors are listed in Table 8.7.
Assessing an IV System
All patients with IV fluid therapy (PIV and CVC) are at risk for developing IV-related complications. The
assessment of an IV system (including the IV site, tubing, rate, and solution) (see Figure 8.6) often depends
on what is being infused, the patient’s age and medical condition, type of IV therapy (PIV or CVC), and
agency policy. Generally, an IV system should be assessed as described in Checklist 65.
Primary IV tubing can be macro-drip or micro-drip tubing. The drop factor of the IV tubing is
required to complete the IV drip rate calculation for a gravity infusion.
Remember to invert all access ports and backcheck valve.
3. Gather supplies.
Sterile IV solution
Tear the perforated corner of the outer packaging;
check colour, clarity, and expiration date.
IV tubing
Labelled IV bag
This reduces the transmission of microorganisms.
IV solutions are considered sterile for 24 hours. An IV solution may be changed if the physician’s order
changes, if an IV solution infusing at TKVO is expired after 24 hours, or if the IV solution becomes
contaminated. To change an IV solution bag, follow Checklist 67.
Labelled IV bag
12. Dispose of used supplies, perform hand hygiene,
Document time, date, type of solution, rate, and total
and document IV solution bag change according to
volume.
agency policy.
Data source: Fulcher & Frazier, 2007; Perry et al., 2014.
Watch a video or demonstration to learn how to change IV solution.
Checklist 68 describes how to change the IV tubing administration set and IV solution at the same time.
Figure 8.7 Saline lock with positive pressure cap (Max Plus)
A saline lock can be used for continuous and intermittent short-term IV therapy. Flushing is performed:
Before and after administering IV fluids or medications to assess placement and patency of PIV
After blood sampling
After each infusion to prevent mixing of incompatible medications and solutions
Every 12 hours when the saline lock is not in use
A saline lock must be flushed in a specific manner to prevent blood being drawn into the IV catheter and
occluding the device between uses. Checklist 69 describes the process of flushing an SL.
Poor standards of aseptic technique are the primary cause of health care infections. Be diligent with
disinfecting and sterile technique. Sterile technique must be used with all IV procedures.
An alcohol swab (70% isopropyl alcohol) must be used to clean the hub prior to access. The hub is
scrubbed for 15 seconds and allowed to dry completely (30 seconds).
Never attempt to flush a “blocked” saline lock. If unable to flush, remove the SL.
Never use a needle to access a positive pressure cap. Attach a Luer lock syringe to the positive
pressure cap to flush.
If at any time you think a piece of equipment has been contaminated, dispose of it immediately and
obtain a new sterile piece.
Always assess IV site and flush SL prior to initiating an IV infusion.
Always follow the safety seven rights x 3 for IV fluids and medications.
Educate the patient on signs and symptoms of phlebitis and when to call for assistance (unexpected
or adverse reactions).
IV solutions must be recorded on the in-and-out sheet or patient chart.
Patients on continuous IV solutions are at risk for fluid overload, especially patients with renal or
cardiac conditions. Monitor output and input when patients are on a continuous infusion.
Prime IV tubing
Identifying patient correctly prevents errors and
enhances safe practices.
Clean positive
pressure cap (Max Plus) with alcohol swab
Do not let the positive pressure cap touch any non-
sterile surface prior to attaching the IV tubing. If
required, place the positive pressure cap on sterile
gauze while preparing tubing.
Adjust IV rate
Properly secured extension tubing prevents accidental
dislodgement of tubing.
Clean positive
pressure cap (Max Plus) with alcohol swab
Turbulent stop-start flush ensures full flushing of the
catheter.
9. Attach 10 ml syringe prefilled with 0.9% normal If resistance is felt, do not force flush. Assess IV site
saline and flush saline lock to clear the positive for pain, redness, or swelling.
pressure cap. Do not bottom out syringe.
Discard syringe
11. Clamp extension tubing. Clamping the extension tubing as close to the IV site
as possible prevents negative fluid displacement and
accidental aspiration of blood at the catheter tip.
Close clamp on saline lock
Saline lock
12. Wipe top of positive pressure cap with alcohol Removal of excess fluid prevents bacterial growth on
swab to remove fluid residue. the hub.
13. Document procedure as per agency policy. Document date, time, and IV site assessment.
Data source: Perry et al., 2014; Vancouver Coastal Health, 2008
Watch a video or demonstration to learn how to convert a running IV to a saline lock.
A peripheral IV (saline lock) may be discontinued if ordered by a physician or nurse practitioner; if the
patient is discharged from a health care facility; if signs of phlebitis, infiltration, or extravasation occur; or if
the saline lock is no longer required for fluids or medication (Fulcher & Fraser, 2007). Peripheral IV’s
should be removed promptly when no longer needed to avoid a catheter-related bloodstream infection (CR-
BSI), as well as unnecessary pain and trauma (Infusion Nurses Society, 2012). In general, saline locks are
changed every 72 hours. If a patient has a peripheral IV in an area of flexion, the IV site should be replaced
within 24 hours, or when the patient is stable. Other research shows that peripheral IV cannulas should not
be routinely changed but replaced based on whether the site is functioning, the saline lock is required, the
insertion site is patent, and/or the insertion site is a source of infection (CDC 2011; Infusion Nurses Society,
2011).
At times, a physician may order IV fluids to be discontinued but request to have the IV converted to saline
lock. Be sure to assess the order for discontinuing an IV. Before removing an IV, consider the following:
Assess the patient and be sure they are medically stable prior to removing SL. Check the following:
lab values, ongoing need for fluids or IV medications, inability to eat or drink, presence of nausea or
vomiting.
If patient has ongoing medical concerns requiring an IV, alert the physician.
1. What is the purpose of applying pressure to the site after the cannula has been removed?
2. Name five factors to consider prior to discontinuing an IV.
The transfusion of blood or blood products (see Figure 8.8) is the administration of whole blood, its
components, or plasma-derived products. The primary indication for a red blood cell (RBC) transfusion is to
improve the oxygen-carrying capacity of the blood (Canadian Blood Services, 2013). A health care provider
order is required for the transfusion of blood or blood products. RBC transfusions are indicated in patients
with anemia who have evidence of impaired oxygen delivery. For example, individuals with acute blood
loss, chronic anemia and cardiopulmonary compromise, or disease or medication effects associated with
bone marrow suppression may be candidates for RBC transfusion. In patients with acute blood loss, volume
replacement is often more critical than the composition of the replacing fluids (Canadian Blood Services,
2013). Transfusions can restore blood volume, restore oxygen-carrying capacity of blood with red blood
cells, and provide platelets and clotting factors. The most common type of blood transfusion is blood that is
donated by another person (allogeneic). Autologous transfusion is the transfusion of one’s own blood (Perry
et al., 2014).
Figure 8.8 Red blood cells and blood IV tubing
Transfusion therapy is considered safe, and stringent precautions are followed in the collection, processing,
and administration of blood and blood components. However, transfusions still carry risks such as
incompatibility, human error, and disease transmission, and blood transfusion must be taken seriously at all
times. Incompatibility can be decreased by using irradiated red blood cells or leukocyte-reduced blood. The
majority of blood transfusion complications are a result of human error (Perry et al., 2014).
Compatibility testing is vital for all recipients of blood or blood products. Recipients must be transfused
with an ABO group specific to their own blood type or ABO group-compatible. There are three types of
blood typing systems: ABO, Rh, and human leukocyte antigen (HLA). For more information on these, refer
to the online resources at the end of this chapter. It is vital to understand what types of blood groups are
compatible for transfusions (Canadian Blood Services, 2013).
When administering blood and blood products, it is important to know the patient’s values and beliefs
regarding blood products. Some groups of individuals, mainly Jehovah Witnesses, will refuse blood
transfusions or blood products based on religious beliefs. These individuals will refuse transfusion of whole
blood and primary blood components but may accept transfusion of derivatives of primary blood
components such as albumins solutions, clotting factors and immunoglobulins. Always assess each
individual preference to establish if a blood component is an acceptable treatment to manage their illness or
condition (Canadian Blood Services, 2007).
When managing blood transfusions, it is important to prevent complications from occurring and to identify
issues promptly to manage reactions effectively. Transfusion reactions (mild to life-threatening) may occur
despite all safety measures taken. All transfusion reactions and transfusion errors must be reported to the
hospital’s transfusion services (blood bank). It is imperative to know what signs and symptoms to look for,
and to educate your patient on what to report and when to report potential transfusion reactions. Mild to
severe reactions may include (Canadian Blood Services, 2011):
Temperature ≥ 38.0 C or change of 1°C from pretransfusion value within 15 minutes after initiation
of transfusion
Acute or delayed hemolytic transfusion reaction
Hypotension/shock
Rigors
Anxiety
Back or chest pain
Nausea/vomiting
Shortness of breath (dyspnea)
Hemoglobinuria
Bleeding/pain at IV site
Tachycardia/arrhythmia
Generalized flushing
Rash ≥ 25% of body
Urticaria and other anaphylaxis reactions
Hemolysis after transfusion
Cytopenias after transfusion
Virus, parasite, and prion infections
Non-immunological reactions including infection
Circulatory overload
Hypothermia
For more information on types of reactions, signs and symptoms, and treatments, review the article adverse
events related to blood transfusions, or see the online resources at the end of this chapter. If patient has a
blood transfusion reaction, always follow agency policy to manage mild to severe blood reactions. In
general, if a reaction occurs, follow the steps outlined in Checklist 73.
Always review your agency’s algorithm for managing mild to severe reactions. If a reaction is mild
(e.g., fever), and without any other complications, a patient may continue the transfusion if
monitored closely. Most other transfusion reactions require the transfusion to be stopped
immediately.
A blood transfusion reaction may occur 24 to 48 hours post-transfusion.
Each separate unit presents a potential for an adverse reaction.
Follow emergency transfusion guidelines when dealing with an emergency blood or blood product
transfusion.
Be aware of which types of blood or blood products cause the most types of transfusion reactions.
Be aware of the types of patients at high risk for blood or blood product transfusion reactions.
Always have emergency equipment and medications available during a transfusion. For example,
epinephrine IV should always be readily available.
4. Contact physician for medical assessment and to The physician responsible for the patient must be
inform about reaction. informed of all transfusion reactions.
Vital signs must be monitored to identify improving
5. Check vital signs every 15 minutes until stable.
or worsening condition.
6. Obtain blood and urine samples as soon as Blood and urine samples can help identify the type of
possible. blood transfusion reaction.
7. Check all labels, tags, forms, blood order, and
Clerical errors account for the majority of blood
patient’s identification band to determine if there is a
transfusion reactions.
clerical discrepancy.
All blood products and IV tubing are investigated by
8. Keep all blood and IV tubing for further testing by the transfusion services and reported to Canadian
the blood bank for verification of blood product and Blood Services and Public Health Agency of Canada.
patient identification. These professional bodies are responsible for
reporting and recording incidents of reactions.
Notify blood bank when an adverse reaction occurs,
9. Notify blood bank.
even if transfusion is continued.
Document time, date, signs and symptoms, type of
product, notification to the physician and
management of reaction, and patient response to
management of reaction.
Data source: Alberta Health Services, 2015a; Canadian Blood Services, 2011; Perry et al., 2014; Vancouver
Coastal Health, 2008
In preparation for a blood or blood product transfusion (Alberta Health Services, 2015a, 2015b; Perry et al.,
2014; Vancouver Coastal Health, 2008), the steps listed in Checklist 74 must be completed. These steps
must be completed before obtaining the blood or blood product from the blood bank.
If there is any discrepancy between patient information, group and screen, product ordered, etc., do
not proceed. Stop and verify any discrepancies.
Be diligent when preparing to infuse blood. Distractions may lead to errors when verifying
information.
Emergency equipment
check at bedside
Proper documentation provides evidence that all
12. Complete all documentation as required per
required procedures have been followed to prepare
agency policy.
for a transfusion.
Data source: Alberta Health Services, 2015b; Canadian Blood Services, 2011; Perry et al., 2014; Vancouver
Coastal Health, 2008
Checklist 75 provides steps to administering blood and blood products safely in the acute care setting.
Saline lock
Prime an IV line following Checklist 66.
Vital signs
Manage transfusion reactions as per protocol.
Complete required transfusion reaction form.
13. In the event of a transfusion reaction, stop the
infusion. Return remaining blood to blood bank for
further investigation.
14. For additional units, repeat steps 6 to 12. Follow the same process to ensure patient safety.
15. Flush administration set with maximum of 50 ml Flushing displaces any blood or blood product from
of normal saline and re-establish IV or SL as per the administration set. It is not necessary to flush
physician orders. between units of the same blood product.
16. Discard waste in biohazard waste container. This prevents the spread of biohazard waste.
17. Complete all documentation as required by Documentation may include:
Transfusion record form
All vital signs and reactions
agency. Any significant findings, initiation and
termination of transfusion
Record of transfusion on the in-and-out sheet
Data source: Alberta Health Services, 2015a, 2015b; Perry et al., 2014; Vancouver Coastal Health, 2008
Watch a video or demonstration to learn how to transfuse blood or blood products.
1. How many units of blood can be transfused through one blood administration set?
2. What are the steps to managing a blood transfusion reaction?
TPN may be short-term or long-term nutritional therapy, and may be administered on acute medical floors
as well as in critical care areas. The caloric requirements of each patient are individualized according to the
degree of stress, organ failure, and percentage of ideal body weight. TPN is used with patients who cannot
orally ingest or digest nutrition (Triantafillidis & Papalois, 2014). TPN may be administered as peripheral
parenteral nutrition (PPN) or via a central line, depending on the components and osmolality. Central veins
are usually the veins of choice because there is less risk of thrombophlebitis and vessel damage (Chowdary
& Reddy, 2010). According to Chowdary & Reddy (2010), candidates for TPN are:
Patients with paralyzed or nonfunctional GI tract, or conditions that require bowel rest, such as small
bowel obstruction, ulcerative colitis, or pancreatitis
Patients who have had nothing by mouth (NPO) for seven days or longer
Critically ill patients
Babies with an immature gastrointestinal system or congenital malformations
Patients with chronic or extreme malnutrition, or chronic diarrhea or vomiting with a need for
surgery or chemotherapy
Patients in hyperbolic states, such as burns, sepsis, or trauma
TPN is made up of two components: amino acid/dextrose solution and a lipid emulsion solution (see Figure
8.9). It is ordered by a physician, in consultation with a dietitian, depending on the patient’s metabolic
needs, clinical history, and blood work. The amino acid/dextrose solution is usually in a large volume bag
(1,000 to 2,000 ml), and can be standard or custom-made. It is often yellow in colour due to the
multivitamins it contains. The ingredients listed on the bag must be confirmed by the health care provider
hanging the IV bag. The solution may also include medication, such as insulin and heparin. The amino
acid/dextrose solution is reviewed and adjusted each day based on the patient’s blood work. Lipid emulsions
are prepared in 100 to 250 ml bags or glass bottles and contain the essential fatty acids that are milky in
appearance. At times, the lipid emulsion may be added to the amino acid/dextrose solution. It is then called
3 in 1 or total nutrition admixture (Perry et al., 2014).
TPN is prepared by a pharmacy, where the calories are calculated using a formula, and is usually mixed for
a 24-hour continuous infusion to prevent vascular trauma and metabolic instability (North York Hospital,
2013). TPN orders should be reviewed each day, so that changes in electrolytes or the acid-base balance can
be addressed appropriately without wasting costly TPN solutions (Chowdary & Reddy, 2010).
TPN is not compatible with any other type of IV solution or medication and must be administered by itself.
TPN must be administered using an EID (IV pump), and requires special IV filter tubing (see Figure 8.10)
for the amino acids and lipid emulsion to reduce the risk of particles entering the patient. Agency policy may
allow amino acids and lipid emulsions to be infused together above the filters. TPN tubing will not have any
access ports and must be changed according to agency policy. Always review agency policy on setup and
equipment required to infuse TPN.
A physician may order a total fluid intake (TFI) for the amount of fluid to be infused per hour to prevent
fluid overload in patients receiving TPN. It is important to keep track of all the fluids infusing (IV fluids, IV
medications, and TPN) in order to avoid fluid overload (Perry et al., 2014). Do not abruptly discontinue
TPN (especially in patients who are on insulin) because this may lead to hypoglycemia. If for whatever
reason the TPN solution runs out while awaiting another bag, hang D5W at the same rate of infusion while
waiting for the new TPN bag to arrive (North York Hospital, 2013). Do not obtain blood samples or central
venous pressure readings from the same port as TPN infusions. To prevent severe electrolyte and other
metabolic abnormalities, the infusion rate of TPN is increased gradually, starting at a rate of no more than
50% of the energy requirements (Mehanna, Nankivell, Moledina, & Travis, 2009).
Interventions: Monitor blood sugar frequently QID (four times per day), then
less frequently when blood sugars are stable. Follow agency policy for glucose
monitoring with TPN. Be alert to changes in dextrose levels in amino acids and
the addition/removal of insulin to TPN solution.
Refeeding syndrome Refeeding syndrome is caused by rapid refeeding after a period of malnutrition,
which leads to metabolic and hormonal changes characterized by electrolyte
shifts (decreased phosphate, magnesium, and potassium in serum levels) that
may lead to widespread cellular dysfunction. Phosphorus, potassium,
magnesium, glucose, vitamin, sodium, nitrogen, and fluid imbalances can be
life-threatening. High-risk patients include the chronically undernourished and
those with little intake for more than 10 days. Patients with dysphagia are at
higher risk. The syndrome usually occurs 24 to 48 hours after refeeding has
started. The shift of water, glucose, potassium, phosphate, and magnesium back
into the cells may lead to muscle weakness, respiratory failure, paralysis, coma,
cranial nerve palsies, and rebound hypoglycemia.
A patient on TPN must have blood work monitored closely to prevent the complications of refeeding
syndrome. Blood work may be ordered as often as every six hours upon initiation of TPN. Most hospitals
will have a TPN protocol to follow for blood work. Common blood work includes CBC (complete blood
count), electrolytes (with special attention to magnesium, potassium, and phosphate), liver enzymes (total
and direct bilirubin, alanine aminotransferase [ALT], aspartate aminotransferase [AST], alkaline
phosphatase [ALP], gamma-glutamyl transferase [GGT], total protein, albumin), and renal function tests
(creatinine and urea). Compare daily values to baseline values, and investigate and report any rapid changes
in any values (Chowdary & Reddy, 2010; Perry et al., 2014). Table 8.9 outlines a plan of care when a patient
is receiving TPN.
TPN may be administered in the hospital or in a home setting. Generally, patients receiving TPN are quite ill
and may require a lengthy stay in the hospital. The administration of TPN must follow strict adherence to
aseptic technique, and includes being alert for complications, as many of the patients will have altered
defence mechanisms and complex conditions (Perry et al., 2014). To administer TPN, follow the steps in
Checklist 76.
Compare the patient’s baseline vital signs; electrolyte, glucose, and triglyceride levels; weight; and
fluid intake and output with treatment values, and investigate any rapid change in such values.
To identify signs of infection early, be aware of the patient’s recent temperature range.
Use strict aseptic technique when caring for central venous catheters and PICC lines.
Do not use TPN solution if it has coalesced, as evidenced by formation of a thick, dense layer of fat
droplets on its surface. If the solution appears abnormal in any way, request a replacement from the
pharmacy.
Never try to catch up with a delayed infusion.
2. Collect supplies, prepare TPN solution, and prime Ensure tubing is primed correctly to prevent air
IV tubing with filter as per agency protocol. TPN embolism.
requires special IV tubing with a filter.
1. Describe refeeding syndrome and state one method to reduce the risk of refeeding syndrome.
2. A patient receiving TPN for the past 48 hours has developed malaise and hypotension. What
potential complication are these signs and symptoms related to?
8.9 Summary
Infusion therapy is a common treatment in the hospital setting, and vital for patient recovery. The safe
management of IV equipment and procedures related to IV therapy is an essential skill for safe patient care.
This chapter reviewed the skills necessary to care for a patient receiving IV therapy, and the benefits and
complications related to peripheral intravenous therapy, central venous catheters, blood and blood products,
and TPN.
Key Takeaways
Use strict aseptic technique when preparing and maintaining all IV solutions and equipment. Most
complications related to IV therapy can be prevented.
Be alert and vigilant, and assess for complications as per agency policy.
Keep up to date with recommendations for safe care with IV therapy from the Centers for Disease
Control and Canadian Patient Safety Institute.
There are many types of equipment and procedures related to IV therapy. Educate yourself on the
various types of equipment and devices to care for your patient safely.
Receive the appropriate training for initiating IVs, CVC care and maintenance, and blood and blood
product transfusions.
Remember that patients on IV therapy are at an increased risk for fluid overload. These patients
include the elderly, young, and those with cardiac and renal disease.
Follow all transfusion policies to avoid transfusion errors. Be alert to the potential complications of
blood and blood product transfusions.
Complete all daily assessments related to a patient receiving TPN. These patients are generally quite
ill and have a diminished ability to tolerate complications.
2. ATI Nursing Education: Intravenous therapy. This American-based online module covers all topics
related to IV therapy including definitions, a review of equipment, step-by-step videos, evidence-based
research, frequently asked questions, and quizzes.
3. Canadian Blood Services: Clinical guide to transfusion. These educational materials provide guidelines
for the care of patients receiving blood or blood products. This information includes blood administration,
adverse reactions, blood components, emergency transfusions, pediatric and neonatal transfusions, and
more.
4. Drug calculations. This medication calculation website reviews how to calculate the dosages for
parenteral and non-parenteral medications, and IV fluids. It also includes metric conversions and IV drop
rate calculations.
5. Fraser Health: Central venous catheters in adult patients. This self-learning online module is designed for
health care professionals and covers central venous catheter (CVC) care and maintenance.
6. Fraser Health: Peripheral intravenous initiation. This self-study online module covers initiating
intravenous (IV) therapy.
7. Intravenous fluid selection. This sample chapter from a textbook describes the selection of IV fluids and
solutions, and includes study questions as well.
8. Mosby’s Nursing Video Skills – Advanced. These Canadian-based online module with various videos and
procedure checklists related to IV therapy, central lines, blood and blood product transfusions, and TPN.
9. Nursing Made Incredibly Easy: The nurse’s quick guide to IV drug calculations. This article provides a
simple and concise way to perform accurate IV drug calculations.
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