Specimen Labeling and Handling — Practice Checklist
Check each step as you complete it during practice. All 8 steps must be performed in the correct order. Use this checklist until the sequence is automatic.
Step-by-Step Procedure (8 steps)
- 1.
Immediately after collection, while still at the patient's bedside, compare the printed or handwritten label against the patient's stated identifiers and wristband.
- 2.
Label every tube or container individually — never label in a batch before or after leaving the room.
- 3.
Include all required elements: patient full name, date of birth or medical record number, date and time of collection, and your initials.
- 4.
Note any required special handling on the label or requisition: protect from light, keep on ice, deliver immediately, etc.
- 5.
Place specimens in a leak-proof bag separate from the requisition paperwork, per biohazard transport protocol.
- 6.
Transport time-sensitive specimens (e.g., blood gases, ammonia, lactate) to the lab immediately rather than batching them with routine specimens.
- 7.
Document the collection in the patient's record or the lab information system as required by your facility.
- 8.
If any step of the chain of custody is required (e.g., legal/forensic specimens), complete the chain-of-custody form at each handoff.
Instructor Competency Checkpoints (5)
Your instructor or preceptor will be watching for all of these during sign-off.
Labels every specimen at the bedside, before leaving the patient, never afterward.
Includes all required label elements (name, identifier, date/time, initials).
Flags special handling requirements (light protection, cooling, STAT delivery) correctly.
Keeps specimens and paperwork appropriately separated per biohazard protocol.
Prioritizes time-sensitive specimens for immediate transport rather than batching.
Critical Mistakes — Avoid These
- ⚠
Pre-labeling tubes before the draw, which risks using the wrong tube on the wrong patient.
- ⚠
Labeling specimens after leaving the room "to save time," which breaks the chain of identity verification.
- ⚠
Missing the collection time on the label, which matters for many time-sensitive tests.
- ⚠
Letting a light-sensitive specimen (e.g., bilirubin) sit in direct light before transport.
- ⚠
Batching a STAT or time-sensitive specimen with routine specimens instead of sending it immediately.
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