Anemias
High-yield Verified · Sep 2026Anemia is a reduction in the circulating red blood cell mass — reflected in a decreased hemoglobin concentration, hematocrit, or RBC count — that decreases oxygen delivery to body tissues; it is not a disease itself but a sign of an underlying condition.
The highest-yield hematologic topic: one shared physiology explains the symptoms, one differentiation table separates iron, B12, folate, aplastic, hemolytic, and chronic-disease anemia — and the nursing details (how to take iron, why B12 is lifelong) are exam favorites.
What’s going wrong in the body
The normal physiology, where it fails, and why the body’s compensation backfires.
01 One shared problem: not enough oxygen-carrying capacity
Whatever the cause, every anemia converges on the same physiology: fewer circulating red cells means less hemoglobin, less oxygen-carrying capacity, and tissue hypoxia. That single chain explains the shared presentation of every type — fatigue, weakness, and exertional dyspnea (starved tissues), pallor of the skin and conjunctivae (blood shunted away from the skin toward core organs), and tachycardia with palpitations (the heart compensating by raising output). Hypoxia also stimulates erythropoietin secretion, driving the marrow to make more red cells — which is exactly why a healthy marrow’s response (the reticulocyte count) becomes a diagnostic clue.
The numbers that define anemia belong to the WHO (2024 guideline): hemoglobin < 13.0 g/dL in men, < 12.0 g/dL in nonpregnant women, and < 11.0 g/dL in pregnancy (first/third trimester; < 10.5 in the second). Reference ranges vary by lab, but WHO owns the thresholds. Severity matters clinically: cardiovascular compensation can produce systolic flow murmurs and, in extreme anemia, high-output heart failure — and at Hgb below roughly 7–8 g/dL, exertional chest pain warns that anemia can precipitate acute coronary syndrome.
02 Reading the CBC: MCV and reticulocytes are the keys
The MCV sorts anemias into three families. Microcytic (< 80 fL): iron deficiency — the cause of about 66% of anemia worldwide — plus thalassemia, sideroblastic anemia, anemia of inflammation, and lead. Normocytic (80–100 fL): anemia of inflammation/CKD, aplastic anemia, pure red cell aplasia. Macrocytic (> 100 fL): the megaloblastic pair — B12 and folate deficiency — and nonmegaloblastic causes (myelodysplastic syndrome, alcohol use, hypothyroidism, drugs).
The reticulocyte count answers a different question: is the marrow responding? A reticulocyte production index ≥ 3 means the marrow is compensating appropriately — think hemolysis or acute blood loss. An index < 2 means the marrow itself is the problem — a production failure from iron, B12, or folate deficiency, marrow failure, or CKD. After hemolysis begins, reticulocytosis takes 3–5 days to appear.
The iron studies then separate look-alikes. Iron deficiency: low serum iron, high TIBC, low ferritin — the empty-warehouse pattern. Anemia of chronic disease: low serum iron but low TIBC and high ferritin — iron is present but locked away. Ferritin < 30 ng/mL is 92% sensitive and 98% specific for absent iron stores.
03 The deficiency anemias: iron, B12, and folate
Iron deficiency is the most common nutritional deficiency causing anemia, affecting over 2 billion people. In developed countries the leading cause is blood loss — from the GI tract or menstruation — not diet; malabsorption (celiac disease, atrophic gastritis, H. pylori, bariatric surgery) also contributes. That is why the workup rule matters so much: occult GI bleeding is easily overlooked, and in an adult with no clear etiology — classically a man or postmenopausal woman — guidelines recommend both esophagogastroduodenoscopy and colonoscopy. The anemia may be a bleeding lesion talking.
B12 deficiency develops slowly — the liver stores enough B12 that deficiency takes 2–5 years to appear even with absent absorption. In pernicious anemia, autoimmune gastritis destroys the parietal cells that make intrinsic factor; without the B12–intrinsic-factor complex, B12 cannot be absorbed in the terminal ileum. Other causes: gastrectomy or gastric bypass, terminal-ileum disease or resection (Crohn), a strict vegan diet of about 3 years, nitrous oxide, and metformin. What makes B12 deficiency dangerous is the neurologic damage: defective myelin synthesis produces paresthesias, ataxia, loss of proprioception and vibration sense, and — late — subacute combined degeneration of the spinal cord. These neuro findings can appear without any anemia at all.
Folate deficiency produces the same megaloblastic, macrocytic picture — but no neurologic damage. Body stores of folate are small, so deficiency develops in only 8–16 weeks; chronic alcohol use, pregnancy (rapid cell division raises demand), malabsorption, and drugs like methotrexate and phenytoin are the classic causes. The distinction is a two-way exam hook: neuro signs point to B12, and the metabolic markers confirm it — methylmalonic acid and homocysteine both elevated = B12 deficiency; homocysteine elevated with normal MMA = folate deficiency. And it carries a treatment trap: giving folate alone corrects the anemia while B12-related neurologic damage silently progresses — always replete B12 first or alongside.
04 Marrow failure, hemolysis, and chronic disease
Aplastic anemia is bone marrow failure: a hypocellular marrow with fatty replacement produces pancytopenia — all three cell lines fall. Each line failing tells its own story, and together they form the exam triad: anemia (fatigue, pallor, dyspnea, tachycardia), thrombocytopenia (petechiae, bruising, mucosal bleeding), and neutropenia (fever and infection). Infection + bleeding + fatigue together should always make you think marrow failure. About 65% of cases are idiopathic/autoimmune; drugs (chloramphenicol, chemotherapy), benzene, viral infections (including hepatitis), and inherited syndromes cause the rest.
Hemolytic anemia is the opposite problem: production is fine, but red cells are destroyed before their normal 120-day lifespan ends. Heme breakdown outpaces the liver’s ability to conjugate bilirubin, so the signature is jaundice with elevated indirect (unconjugated) bilirubin, plus elevated LDH spilled from ruptured cells, elevated reticulocytes as the marrow compensates, and low haptoglobin — consumed as it binds free hemoglobin, and the most sensitive marker. A positive direct antiglobulin (Coombs) test identifies an autoimmune cause. Causes range from inherited (sickle cell disease, thalassemia, hereditary spherocytosis, G6PD deficiency) to acquired (autoimmune, drugs, prosthetic valves, transfusion reactions).
Anemia of chronic disease/CKD is a normocytic, hypoproliferative anemia with two mechanisms stacked. Chronic inflammation raises hepcidin, which degrades ferroportin and locks iron inside its stores — a functional iron deficiency despite a normal or high ferritin. In CKD, the failing kidneys add the primary lesion: decreased erythropoietin production. Anemia begins as GFR falls below 60 mL/min/1.73 m², and at least 90% of dialysis-dependent patients eventually develop it — which is why the ESA drug class exists.
Causes & risk factors
Modifiable factors are teaching targets — the patient can act on them.
Signs & symptoms
Each finding tied to the mechanism that produces it — and the triage it calls for.
Diagnostics
Complications
Medications for this condition
Why each class is prescribed here — every card links to its full pharmacology page.
Replaces the missing substrate in iron deficiency — but only 5–20% of oral iron is absorbed, which is why administration technique is the teaching point: empty stomach, paired with vitamin C (reduces Fe³⁺ to the absorbable Fe²⁺), separated from milk/calcium/antacids. Expect Hgb to rise ≥ 1 g/dL in 2–4 weeks; continue months after counts normalize to refill stores. Parenteral iron is reserved for malabsorption, intolerance, nonresponse, ongoing loss, or CKD — IM iron dextran requires a test dose and Z-track technique and carries a boxed warning for anaphylaxis.
In pernicious anemia B12 replacement is lifelong — 1000 mcg IM tapering to monthly, or high-dose oral (1000–2000 mcg/day), which works even without intrinsic factor by mass action; stopping brings every symptom back. Sequence matters: B12 before or alongside folate, because folate alone masks the anemia while neuro damage progresses. Folic acid also prevents neural tube defects — 400 mcg daily from before conception.
Replaces the erythropoietin the failing kidneys no longer make in CKD anemia. Started at Hgb < 10 g/dL with a ceiling < 11.5 — the FDA boxed warning exists because targeting above 11 g/dL increased death, cardiovascular events, and stroke. Iron repletion comes first — KDIGO 2026 (as summarized by ERBP) takes a more proactive approach: off dialysis or on peritoneal dialysis, start iron when ferritin is < 100 ng/mL with TSAT < 40%, or ferritin 100–299 ng/mL with TSAT < 25%; on hemodialysis, when ferritin is ≤ 500 ng/mL and TSAT ≤ 30%, preferring IV iron — because elevated hepcidin blocks oral iron; monitor BP (ESAs cause hypertension) and slow the dose if Hgb climbs > 1 g/dL in 2 weeks.
Beyond medications
- PRBC transfusion — restrictive strategy: transfuse below Hgb 7 g/dL or per clinical context (below 8 with acute coronary syndrome); transfuse cautiously in volume-overload states (ESRD on hemodialysis, CHF).
- Find the source — EGD and colonoscopy for iron deficiency without a clear etiology (ferritin < 45 ng/mL trigger); the anemia is treated by fixing the bleeding lesion, not just replacing iron.
- Iron-rich diet — red meat, liver, poultry, and fish (heme iron, best absorbed), plus beans, lentils, dark leafy greens, tofu, and fortified cereals; pair plant (non-heme) iron with vitamin-C foods such as citrus, and keep tea and coffee at least 2 hours away from iron pills (they lower absorption).
- Folate-rich diet — leafy greens, legumes, citrus, nuts, fortified grains and cereals; a balanced diet prevents the nutritional anemias.
- Definitive therapy for aplastic anemia — allogeneic stem cell transplant (first-line ≤ 40 with a matched related donor) or triple immunosuppression, with supportive transfusions and infection prophylaxis; splenectomy for refractory extravascular hemolysis.
- Endoscopic surveillance in pernicious anemia — endoscopy with biopsies at diagnosis for age ≥ 50, then every 3–5 years, because of the elevated gastric-cancer risk.
Nursing considerations
The RN-specific layer — each action paired with the reason it matters.
How a real nurse thinks
The clinical-judgment loop, worked for a typical presentation — reasoning, not reference.
- 1 Recognize cues
The cues that matter: two months of fatigue and exertional dyspnea, HR 104 with an orthostatic drop, pale conjunctivae, spoon nails, glossitis, ice craving, a guaiac-positive stool — and the labs: Hgb 8.4, MCV 72, ferritin 12, RPI 1.2. The normal SpO₂ and temperature are background.
- 2 Analyze cues
Everything converges on iron-deficiency anemia: microcytic (MCV < 80), ferritin far below the 30 ng/mL diagnostic threshold (92% sensitive, 98% specific), and the classic pattern of low iron, high TIBC, low ferritin. The RPI of 1.2 confirms a production problem, not destruction. Pagophagia, koilonychia, and glossitis are the iron-specific exam cluster. But the deeper question is why: a 74-year-old man has no menstrual losses — with a positive guaiac, this is occult GI blood loss until proven otherwise.
- 3 Prioritize
Hgb 8.4 is moderate anemia (8.0–10.0) and he is compensating — but the orthostatic drop makes him a fall risk now, and any chest pain would change everything (myocardial ischemia risk rises as Hgb approaches 7–8). Sequence: safety (falls, activity tolerance, ischemia watch) → the source workup → iron therapy done correctly. The pill is the easy part; the colonoscopy is the point.
- 4 Generate solutions
Fall precautions with orthostatic checks before ambulation; instruct him to stop and report any chest pain or pressure immediately; anticipate EGD + colonoscopy (ferritin < 45 with no clear cause triggers GI evaluation) and reinforce why scoping matters; give the ferrous sulfate with full administration teaching; add dietary teaching (heme iron sources, vitamin-C pairing, no black tea with meals).
- 5 Take action
Give iron with the teaching that makes it work: empty stomach with orange juice, at least 2 hours from milk, calcium, or antacids, and warn that black stools are expected — but any change in his stools gets reported so the team can tell iron from bleeding. Institute fall precautions and assist first ambulations. When he asks why he needs "the camera tests for a blood problem," connect the dots: the iron replaces what was lost, but the scopes find where it is going.
- 6 Evaluate
Success looks like: Hgb up ≥ 1 g/dL within 2–4 weeks of starting iron, energy and dyspnea improving, no ischemic symptoms, the GI source found and treated — and at discharge, he can say back the plan: iron on an empty stomach with vitamin C, black stools expected, and keep taking it for months after the counts normalize to refill iron stores.
Scenario — you’re the nurse
Work each question before revealing the answer. Rationales explain the wrong options too.
A 74-year-old man admitted from clinic after routine labs showed a new anemia. History: hypertension. He reports two months of worsening fatigue, breathlessness climbing stairs, and — when asked — a constant craving for ice chips. Orders: ferrous sulfate 325 mg daily; GI consult pending.
Q1 Select all that apply Which assessment findings are consistent with iron-deficiency anemia? Select all that apply. - A. Craving and chewing ice chips
- B. Brittle, spoon-shaped nails
- C. A smooth, sore tongue
- D. Numbness and tingling in both feet
- E. Unsteady, wide-based gait
Reveal answer & rationale
Q2 Multiple choice The nurse reviews the ferritin of 12 ng/mL in this 74-year-old man with no obvious source of blood loss. What should the nurse anticipate? - A. Starting oral iron and rechecking the CBC in 6 months — no further workup needed
- B. Both an upper endoscopy (EGD) and a colonoscopy to find an occult GI source
- C. Teaching that this pattern confirms anemia of chronic disease
- D. A diet high in red meat as the primary treatment
Reveal answer & rationale
Q3 Multiple choice Which statement shows the patient understood the iron teaching? - A. "I’ll take it with milk to protect my stomach."
- B. "I’ll take it on an empty stomach with orange juice, and I won’t panic when my stools turn black."
- C. "I’ll stop the pills as soon as my energy comes back."
- D. "I’ll take it together with my antacid so it doesn’t cause heartburn."
Reveal answer & rationale
Q4 Put in order While ambulating in the hall, the patient stops and reports chest pressure. Put the nurse’s actions in priority order: - A. Notify the provider and anticipate a 12-lead ECG
- B. Stop the activity and seat the patient
- C. Obtain vital signs and SpO₂
- D. Document the episode and the response
Reveal answer & rationale
Q5 Multiple choice Weeks later, a different patient presents with anemia. Which finding would point toward B12 deficiency rather than iron deficiency? - A. MCV of 72 fL
- B. Loss of position sense with an unsteady gait
- C. Craving ice chips
- D. High TIBC with low ferritin
Reveal answer & rationale
Common questions
What causes anemias?
What are the early signs of anemias?
Which findings should a nurse report immediately in anemias?
How can you tell B12 deficiency from folate deficiency?
Why do I have to keep taking iron after my blood counts are normal?
Why does my provider want a colonoscopy for a blood problem?
Sources
- KDIGO 2026 Anemia in CKD Guideline: ERBP commentary — Nephrology Dialysis Transplantation — Oxford University Press / ERA (PMC, CC BY)
- Red Blood Cell Transfusion: 2023 AABB International Guidelines — JAMA (abstract) — AABB / JAMA (PubMed abstract)
- Anemia — StatPearls — StatPearls (NCBI Bookshelf)
- Iron Deficiency and Microcytic Hypochromic Anemia — StatPearls — StatPearls (NCBI Bookshelf)
- Pernicious Anemia — StatPearls — StatPearls (NCBI Bookshelf)
- Folic Acid Deficiency — StatPearls — StatPearls (NCBI Bookshelf)
- Anemia of Chronic Kidney Disease — StatPearls — StatPearls (NCBI Bookshelf)
- Iron Dextran — StatPearls — StatPearls (NCBI Bookshelf)
- Epoetin Alfa — StatPearls — StatPearls (NCBI Bookshelf)
- Hematological Alterations (Health Alterations) — Open RN — Open RN (NCBI Bookshelf)
Reviewed by Hae Suk Lee, RN
Educational summary for nursing students. Scenarios are fictional teaching cases. Always verify against current guidelines and your institution's protocols before acting in practice. Not medical advice.