01Purpose and principlesWhat the assessment is for and the core concepts behind it.
Begin at the bedside, not the analyser. Ask the conscious patient to state full name and date of birth and compare these with the identity band and request; never identify by bed or another person's confirmation alone. Label the tube immediately in the patient's presence using the locally approved handwritten or electronic process. The person taking the blood completes the label. Do not pre-label tubes, transfer labels between samples or ask another staff member to label later. If identity is unknown, use one unique emergency identifier consistently across the clinical and laboratory record.
ABO is the highest-consequence blood-group system. Forward grouping detects A and B antigens on patient red cells; reverse grouping detects naturally occurring anti-A or anti-B in plasma. Group A has A antigen and anti-B, group B has B antigen and anti-A, group AB has both antigens and neither antibody, and group O has neither antigen and both antibodies. Infants, immunodeficiency, recent transfusion, transplantation, weak subgroups or cold-reactive antibodies can produce discrepancies. The laboratory resolves discordance rather than averaging results.
RhD is highly immunogenic. A D-negative recipient exposed to D-positive red cells can form IgG anti-D, creating risk during later transfusion and pregnancy. Use D-negative red cells for D-negative children and people with pregnancy potential whenever possible and follow the local emergency conservation algorithm for other recipients. Kell is also important in pregnancy; K-negative red cells are routinely selected for females with pregnancy potential unless urgency prevents this or the patient is already K positive. Other antigen matching depends on diagnosis, antibody and transfusion burden.
The antibody screen uses reagent red cells expressing clinically important antigens to detect unexpected antibodies by indirect antiglobulin testing. A positive screen triggers identification with an extended cell panel, assessment of clinical significance and selection of donor units lacking the relevant antigen. A historical antibody remains important even when it becomes undetectable because an anamnestic response can cause delayed haemolysis. Provide previous transfusion, pregnancy, transplant, antibody and reaction history; fragmented records are a patient-safety hazard.
Group and screen answers whether routine compatible blood can probably be provided, but it does not necessarily allocate a unit. Crossmatching links donor unit to recipient. Electronic issue uses validated algorithms to confirm compatibility without physically mixing samples and is restricted to patients meeting strict criteria, including no current or historical clinically significant antibody. An immediate-spin or indirect antiglobulin serological crossmatch is used according to the antibody and laboratory policy. Antigen-negative or rare units may need reference-laboratory support, so alert the laboratory early for planned surgery.
Sample age matters because transfusion or pregnancy can stimulate a new antibody after collection. Under BSH compatibility practice, a sample from someone transfused or pregnant in the preceding three months normally expires after 72 hours, calculated according to local laboratory rules. Longer validity may be accepted for selected patients without recent sensitising exposure under a validated policy. A fresh sample may be necessary after transfusion begins. Do not infer validity from a printed expiry without reporting an intervening transfusion or pregnancy.
When haemorrhage is immediately life threatening, clinical delay is more dangerous than incomplete compatibility. Take a sample before transfusion if possible, call the laboratory and state whether the patient is a child, has pregnancy potential, is pregnant or has known antibodies or special requirements. Approved emergency group O red cells are issued before testing; D status follows local policy and stock. A secure current group can permit group-specific issue before full antibody work is complete. If an antibody is known, the laboratory balances antigen-negative provision against bleeding urgency with consultant input.
Special situations require anticipation. Daratumumab can cause panreactivity in indirect antiglobulin testing for months; obtain an extended phenotype or genotype before treatment and notify the laboratory. Recent allogeneic transplant can create mixed-field grouping and donor-recipient ABO complexity. Autoantibodies can mask alloantibodies and require adsorption or reference testing. Regularly transfused haemoglobinopathy patients need extended antigen matching under disease-specific guidance. Pregnancy antibodies require quantified or titrated obstetric pathways, fetal-risk assessment and compatible maternal blood rather than a routine surgical crossmatch alone.
Key points
- Positive patient identification and immediate labelling beside the patient are the most important pre-analytical safeguards; wrong blood in tube can make technically perfect testing lethal.
- ABO grouping combines forward typing of red-cell A and B antigens with reverse typing of expected plasma antibodies; a discrepancy must be explained.
- RhD typing guides D-compatible red-cell selection and prevention of anti-D alloimmunisation, especially for children and people with pregnancy potential.
- A group and antibody screen establishes ABO, RhD and unexpected red-cell antibodies but does not by itself reserve units for the patient.
- A crossmatch confirms that selected donor red cells are compatible by validated electronic issue or a serological indirect antiglobulin method, depending on antibody history and local rules.
- First-line routine issue is ABO-compatible, RhD-appropriate red cells that lack the antigen corresponding to every current or historical clinically significant antibody.
- A second independently collected group sample is commonly required before electronic issue or ABO-identical blood when no secure historical group exists; never split one venepuncture into two samples.
- Samples from patients transfused or pregnant within the preceding three months are generally valid for no longer than 72 hours because new antibodies can emerge.
- Electronic issue is safe only when the laboratory system, current sample, two-group rule and antibody criteria are all validated; it is not a less rigorous crossmatch.
- Emergency group O selection follows local stock-conservation policy: D-negative units are prioritised for children and females with pregnancy potential, while D-positive units may be used for eligible adults.
- Switch from emergency group O to compatible group-specific red cells promptly once the laboratory authorises it, preventing avoidable depletion of scarce O D-negative stock.
- Record every antibody and special requirement permanently, give the patient an antibody card where appropriate and communicate across hospitals and pregnancies.
02Indications, selection and cautionsWhen it is useful, when urgency changes and important limitations.
Two identifiers, direct patient confirmation, matching wristband and immediate bedside labelling support a valid group-and-screen result.
Forward and reverse groups disagree or current and historical records conflict; routine compatible issue stops until resolved.
Screen reactivity, previous antibody or incompatible units triggers identification and antigen-negative donor selection.
Active haemorrhage with shock requires direct laboratory communication and emergency release rather than an ordinary electronic request.
Panreactivity, mixed field, recent transplant, autoantibody or anti-CD38 therapy signals need for specialist laboratory methods.
Pregnancy or transfusion within three months shortens sample validity and raises the possibility of an evolving alloantibody.
03Method and interpretationA systematic approach to the test and its findings.
Read from the initial assessment onwards. Tests may run in parallel in urgent care; first-line, preferred, confirmatory, definitive and gold-standard labels appear only when the chapter explicitly states them.
- 01
First-line: ABO and RhD groupFirst stepFirst line - Why
- Establish the major red-cell antigens that govern compatible component selection.
- Interpretation and limitations
- Require concordant validated testing and comparison with history; investigate forward-reverse, current-historical or mixed-field discrepancies before routine issue.
- 02
First-line: red-cell antibody screenFirst line - Why
- Detect unexpected antibodies capable of haemolysis or shortened donor-cell survival.
- Interpretation and limitations
- A negative screen permits validated routine pathways only if history is also negative; a positive result needs identification and clinical-significance assessment.
- 03
Confirmatory antibody identification panelConfirmatory - Why
- Define specificity and exclude additional clinically significant alloantibodies.
- Interpretation and limitations
- Match reaction pattern, phase and patient phenotype or genotype; select donor units negative for corresponding antigens and retain historical antibodies.
- 04
Electronic compatibility issue - Why
- Allocate compatible red cells rapidly through a validated laboratory information system.
- Interpretation and limitations
- Use only when identity, group confirmation, sample validity and antibody criteria meet the laboratory algorithm; any exclusion requires serological work.
- 05
Indirect antiglobulin crossmatch - Why
- Test recipient plasma against selected donor cells when antibody history or policy requires physical compatibility testing.
- Interpretation and limitations
- Incompatibility prompts antibody investigation or alternative units; a compatible result cannot compensate for wrong-patient sampling.
- 06
Extended phenotype or genotype - Why
- Guide matched transfusion when serology is complicated or repeated exposure is expected.
- Interpretation and limitations
- Obtain before recent transfusion or interfering monoclonal antibody when possible; genotype helps when donor cells or autoantibody obscure phenotype.
04Clinical next stepsHow the result changes management or prompts escalation.
01Routine pre-transfusion requestIdentify, sample and define requirementFirst stepA patient may need red cells for anaemia, a procedure or anticipated bleeding.+
- 1Confirm indication, timing, component, number or dose, pregnancy and transfusion history, antibodies and special requirements.
- 2Positively identify the patient and label the sample immediately beside them using one uninterrupted approved process.
- 3Send the clinical details and required time to the laboratory; review group, screen, sample expiry and unit availability before the planned event.
02Positive antibody screenIdentify and honour every antibodyCurrent screen reacts or the laboratory record contains a clinically significant historical antibody.+
- 1Inform the clinical team that identification and antigen-negative selection may delay issue and clarify true urgency.
- 2Complete antibody identification, patient phenotype or genotype and exclusion of additional antibodies through the transfusion laboratory or reference centre.
- 3Issue crossmatch-compatible antigen-negative red cells and document the antibody permanently for future transfusion and pregnancy care.
03No secure historical groupMeet the independent two-sample safeguardABO-identical or electronic issue is planned but only one group determination is securely recorded.+
- 1Collect a second sample in a separate identification and venepuncture episode according to local policy.
- 2Do not relabel, aliquot or divide the first specimen to simulate independent confirmation.
- 3If urgency prevents confirmation, use the emergency-release pathway until the laboratory authorises group-specific issue.
04Life-threatening haemorrhageRelease first, refine rapidlyCirculatory compromise means waiting for routine compatibility would endanger life.+
- 1Activate the major-haemorrhage protocol, call the laboratory and obtain a correctly labelled sample without delaying resuscitation.
- 2Use locally designated emergency group O red cells with D selection based on age, sex, pregnancy potential and stock policy.
- 3Change to compatible group-specific and then fully crossmatched antigen-appropriate units as soon as laboratory testing permits.
05Interfering therapy or transplantPrepare before serology becomes complexAnti-CD38, anti-CD47, transplant, autoantibody or chronic transfusion will complicate compatibility.+
- 1Send baseline group, antibody screen and extended phenotype or genotype before treatment where possible.
- 2Flag the treatment, dates, transplant donor group and historical antibodies in clinical and transfusion records.
- 3Contact the transfusion laboratory early for planned support and give the patient an alert or antibody card.
05Risks, monitoring and follow-upComplications, safety checks and further assessment.
- Before issue, confirm that sample validity still covers the planned transfusion and report any transfusion or pregnancy after collection.
- At component collection and bedside, reconcile the unique patient identifiers, donation number, ABO or compatibility label, expiry, integrity and prescribed special requirements.
- Record the donation number and start and finish details so every component remains traceable from donor to recipient.
- After emergency release, review definitive group, antibody results and every unit already transfused; investigate any incompatibility or new reaction immediately.
- Maintain historical antibodies and treatment interference in permanent records and communicate them at discharge, transfer and future pregnancy review.
06Special situationsVariants, exceptions and circumstances that change the usual approach.
The sample is the first crossmatch
No analyser can rescue blood taken from the wrong person; bedside identity controls are the highest-value compatibility test.
Antibodies can disappear
Evanescent alloantibodies may yield a negative current screen but return briskly after antigen exposure, so history always governs selection.
Electronic does not mean automatic
Electronic issue replaces a physical crossmatch only inside a validated algorithm with secure group confirmation and antibody exclusions.
Plasma compatibility runs backwards
Red-cell compatibility avoids donor antigens targeted by recipient antibodies, whereas plasma selection avoids donor anti-A or anti-B attacking recipient cells.
Urgency changes acceptable uncertainty
In exsanguination, emergency uncrossmatched blood can be safer than delay, but rapid sampling and laboratory communication reduce the uncertainty continuously.
Genotype survives interference
Molecular typing remains useful after recent transfusion or with strong autoantibodies when a serological phenotype represents mixed or coated cells.
07Common pitfallsFrequent interpretation and management errors.
- 01
Do not use a bed number, room, relative or colleague as the sole patient identifier.
- 02
Do not pre-label a transfusion tube or label it after leaving the patient's side.
- 03
Do not treat two aliquots from one venepuncture as independent group confirmation.
- 04
Do not ignore a historical antibody because today's screen is negative.
- 05
Do not promise routine issue time when antibody identification or rare-unit sourcing is incomplete.
- 06
Do not assume a compatible crossmatch proves that the specimen came from the intended patient.
- 07
Do not delay life-saving emergency blood for a full crossmatch, but do not omit identification and documentation safeguards.
- 08
Do not continue group O emergency units after the laboratory authorises a safe group-specific switch without a reason.
- 09
Do not start anti-CD38 therapy without baseline transfusion testing and durable laboratory notification.