Anemia Study Guide
Study Guide
📖 Core Concepts
Anemia – a reduction in the blood’s capacity to carry oxygen, caused by low RBC count, low hemoglobin, or abnormal hemoglobin.
Severity thresholds (adults)
Mild: Hb 110–<130 g/L (men), 110–<120 g/L (women)
Moderate: Hb 80–<110 g/L
Severe: Hb < 80 g/L
Red‑cell size categories (by MCV)
Microcytic: MCV < 80 fL
Normocytic: MCV = 80–100 fL
Macrocytic: MCV > 100 fL
Major etiologic groups
Blood loss (chronic or acute)
Impaired production – iron, folate, B12 deficiency; thalassemia; marrow failure
Increased destruction – hemolysis (intrinsic vs. extrinsic)
Dilutional (hypervolemic) anemia
Key lab tools – CBC with indices, reticulocyte count/production index, iron studies, vitamin B12/folate levels, peripheral smear, Mentzer index.
Treatment principle – address the underlying cause (replace nutrients, stop bleeding, manage hemolysis, support erythropoiesis, or transfuse when needed).
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📌 Must Remember
Hemoglobin cut‑offs (WHO): < 130 g/L (men), < 120 g/L (non‑pregnant women), < 105–110 g/L (pregnant women).
Iron‑deficiency anemia (IDA) is the single most common cause worldwide (≈ 1 billion people).
Mentzer index:
$$\text{Mentzer} = \frac{\text{MCV (fL)}}{\text{RBC count }(10^{12}/\text{L})}$$
> 13 → iron deficiency
< 13 → thalassemia trait
Reticulocyte Production Index (RPI) > 2 = adequate marrow response; < 2 = underproduction.
Transfusion thresholds – generally Hb < 60–80 g/L (6–8 g/dL); higher (70–80 g/L) if CAD present.
Oral iron dose – 60–120 mg elemental iron daily; Vitamin C enhances absorption, food reduces it.
B12 replacement – IM cyanocobalamin (initial daily → weekly → monthly).
ESAs are reserved for CKD or chemotherapy‑induced anemia when Hb < 10 g/dL and iron stores are sufficient.
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🔄 Key Processes
Initial anemia work‑up
Measure Hb → confirm anemia.
Obtain CBC with MCV → classify size.
Review clinical history (bleeding, diet, chronic disease).
Order reticulocyte count → assess marrow response.
Perform iron studies (Ferritin, serum iron, TIBC, transferrin saturation).
Add B12/folate levels if macrocytic or neurologic signs.
Examine peripheral smear for morphology (microcytosis, schistocytes, hypersegmented neutrophils).
Iron‑deficiency management algorithm
Confirm low ferritin < 30 ng/mL (or low transferrin saturation).
Start oral iron + Vitamin C; counsel on side‑effects.
Re‑check Hb in 4 weeks; if no rise or intolerance → IV iron.
Reserve transfusion for Hb < 60 g/L or symptomatic instability.
B12 deficiency treatment pathway
Diagnose via low serum B12 + clinical neuro findings.
Give IM cyanocobalamin 1000 µg daily × 1‑2 weeks → weekly → monthly.
Monitor neurologic recovery (usually 1‑2 weeks) and Hb rise (2‑3 weeks).
Hemolysis evaluation
Labs: LDH ↑, haptoglobin ↓, indirect bilirubin ↑, reticulocytosis.
Smear: schistocytes, spherocytes, sickle cells.
Distinguish intrinsic (membrane/enzyme defects) vs. extrinsic (autoimmune, mechanical, infection).
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🔍 Key Comparisons
Iron‑deficiency anemia vs. Thalassemia trait
MCV: both microcytic.
RBC count: ↑ in thalassemia, ↓ in iron deficiency.
Mentzer index: > 13 (IDA) vs. < 13 (thalassemia).
Vitamin B12 deficiency vs. Folate deficiency
Neurologic signs: present in B12, absent in folate.
Methylmalonic acid: ↑ in B12, normal in folate.
Acute vs. Chronic anemia presentation
Acute: sudden faintness, confusion, tachycardia, sweating.
Chronic: fatigue, dyspnea on exertion, pallor, pica (iron‑deficiency).
Normocytic anemia causes
Acute blood loss, anemia of chronic disease, hemolysis, aplastic anemia – all present with normal MCV.
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⚠️ Common Misunderstandings
“All microcytic anemia = iron deficiency.”
Correction: Thalassemia, anemia of chronic disease, sideroblastic anemia can also be microcytic. Use RBC count & Mentzer index.
“Ferritin is always low in iron deficiency.”
Correction: Ferritin is an acute‑phase reactant; it can be normal/elevated in inflammation despite iron deficiency. Check transferrin saturation.
“Oral iron is safe for everyone.”
Correction: Contraindicated or less effective in malabsorption, inflammatory bowel disease, or when rapid repletion is needed.
“Transfusion is the quickest fix for any anemia.”
Correction: Transfusion carries risks; reserve for symptomatic or severe (< 60 g/L) cases.
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🧠 Mental Models / Intuition
“Size → Mechanism” – Think of MCV as the first clue:
Microcytic → iron, thalassemia, sideroblastic, chronic disease.
Normocytic → blood loss, hemolysis, chronic disease, marrow failure.
Macrocytic → B12/folate deficiency, alcohol, hypothyroidism, marrow dyspoiesis.
“Retic count is the marrow’s report card.”
High → marrow is trying (hemolysis, blood loss).
Low → production problem (nutrient deficiency, marrow failure).
“Ferritin = iron store; Transferrin saturation = iron availability.”
Low ferritin → true deficiency.
Normal/high ferritin + low saturation → anemia of chronic disease.
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🚩 Exceptions & Edge Cases
Anemia of chronic disease can present as normocytic early, becoming microcytic later.
Pregnancy physiologic dilution: plasma volume expands > RBC mass → mild normocytic anemia (Hb < 105–110 g/L).
High ferritin may mask iron deficiency in inflammatory states; rely on soluble transferrin receptor if available.
Parasitic infections (hookworm) cause chronic blood loss → iron deficiency even with adequate diet.
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📍 When to Use Which
Oral vs. IV iron – Use oral first unless patient has intolerance, malabsorption, or needs rapid repletion (pre‑op, severe symptomatic IDA).
ESAs – Indicated for CKD or chemotherapy‑related anemia and when iron stores are replete or being repleted (IV iron).
Blood transfusion – Choose when Hb < 60 g/L or patient is symptomatic (tachycardia, chest pain, hypotension) despite adequate medical therapy.
Peripheral smear – Essential when CBC indices are ambiguous or when hemolysis is suspected.
Mentzer index – Use to differentiate iron deficiency from thalassemia in microcytic anemia with available RBC count.
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👀 Patterns to Recognize
Pica + koilonychia → classic for iron‑deficiency anemia.
Glossitis + neuro deficits → B12 deficiency.
Elevated LDH + low haptoglobin + reticulocytosis → hemolysis.
Low ferritin + high TIBC → iron deficiency; normal/high ferritin + low TIBC → anemia of chronic disease.
Macrocytosis + hypersegmented neutrophils → megaloblastic (B12/folate) anemia.
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🗂️ Exam Traps
“Ferritin low → iron deficiency” – remember ferritin can be falsely high in inflammation.
“All macrocytic anemia needs B12” – folate deficiency produces macrocytosis without neurologic signs.
“Transfusion threshold is always 70 g/L” – the threshold varies (60–80 g/L) and is higher in CAD or active bleeding.
“Normal MCV rules out iron deficiency” – early iron deficiency may be normocytic; look at ferritin and RBC count.
“All hemolysis shows jaundice” – intravascular hemolysis may present primarily with dark urine and elevated LDH, not always visible jaundice.
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