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Hematologic

Anemias

High-yield Verified · Sep 2026

Anemia 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.

The shared physiology: low RBC mass → tissue hypoxia explains why every anemia produces the same fatigue, pallor, dyspnea, and compensatory tachycardia.

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.

The MCV fork: microcytic, normocytic, and macrocytic each point to a short list of causes — with the reticulocyte count separating production failure from destruction.

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.

The B12-vs-folate fork: the neurologic exam is the hinge, methylmalonic acid is the confirming lab, and the folate-masking trap is why the order of treatment matters.

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.

Blood loss — GI tract or heavy menstruation (leading cause of iron deficiency in developed countries) Low dietary iron or folate intake modifiable Chronic alcohol use (disrupts folate absorption, storage, and metabolism) modifiable Strict vegan diet ~3 years without B12 supplementation modifiable Pregnancy and lactation (rapid cell division raises folate/iron demand) Autoimmune gastritis (pernicious anemia) — co-occurs with type 1 diabetes, autoimmune thyroid disease, vitiligo Gastric or ileal surgery/disease — gastrectomy, bariatric surgery, Crohn, celiac disease Chronic kidney disease (GFR < 60 — lost erythropoietin production) Drugs — methotrexate, phenytoin, sulfasalazine, trimethoprim (folate); chloramphenicol, chemotherapy (marrow) Benzene / industrial solvent exposure; viral infections (aplastic anemia) Inherited disorders — sickle cell disease, thalassemia, hereditary spherocytosis, G6PD deficiency, Fanconi anemia Long-distance running; heavy periods — classic iron-deficiency risk groups

Signs & symptoms

Each finding tied to the mechanism that produces it — and the triage it calls for.

Fatigue, weakness, exertional dyspnea early Expected
Why: Tissue hypoxia from reduced oxygen-carrying capacity — the shared core of every anemia, and usually the earliest complaint.
Pallor of the skin and conjunctivae Expected
Why: Blood is shunted away from the skin toward core organs; the conjunctivae show it most reliably.
Tachycardia and palpitations Expected
Why: The heart compensates for low oxygen content by raising output — expected in anemia, but it means cardiac workload is climbing.
Orthostatic hypotension, presyncope or syncope Hold & notify
Why: Reduced red-cell mass leaves less reserve for position changes; syncope marks severe disease and a fall risk.
Chest pain or exertional angina late Report immediately
Why: At Hgb below ~7–8 g/dL, the myocardium itself is hypoxic — anemia can precipitate acute coronary syndrome. Stop activity and escalate now.
Pica — especially pagophagia (ice craving)
Why: Occurs in about half of iron-deficient patients; ice craving is quite specific to iron deficiency. Restless legs affects up to 40%.
Koilonychia (spoon nails), brittle nails, hair loss, dry skin
Why: Iron-dependent epithelial tissues fail first — a classic iron-deficiency cluster.
Atrophic glossitis and angular cheilitis
Why: Iron-deficient epithelium of the tongue and mouth corners breaks down; folate deficiency causes its own smooth, red, painful "beefy" tongue.
Paresthesias, ataxia, loss of proprioception and vibration sense Hold & notify
Why: B12 deficiency impairs myelin synthesis — dorsal columns and corticospinal tracts degenerate (subacute combined degeneration). These findings can appear without anemia and are absent in folate deficiency.
Memory loss, neuropsychiatric change late Hold & notify
Why: The same B12-related myelin damage reaches the brain; delayed treatment risks permanent deficits.
Jaundice/scleral icterus, dark urine, splenomegaly Hold & notify
Why: Hemolysis: heme breakdown outpaces hepatic conjugation (indirect hyperbilirubinemia), intravascular hemolysis spills hemoglobin into urine, and the spleen enlarges from phagocytic overwork.
Petechiae, bruising, mucosal bleeding Hold & notify
Why: The thrombocytopenia arm of pancytopenia — with anemia and infection it completes the marrow-failure triad.
Fever with new infection Report immediately
Why: The neutropenia arm of pancytopenia — neutropenic fever is an emergency-tier finding.

Diagnostics

Test In this disorder Normal
Hemoglobin The Hgb-7 anchor: transfusion is indicated below 7 g/dL or per clinical context (below 8 with acute coronary syndrome) Men < 13.0 g/dL · nonpregnant women < 12.0 g/dL · pregnant < 11.0 g/dL (1st/3rd trimester) defines anemia. Severity: mild 10.0–LLN · moderate 8.0–10.0 · severe 6.5–7.9 · life-threatening < 6.5 WHO 2024 (via StatPearls); severity per NCI Reference ranges vary by lab
MCV The first fork of the workup — but ⅓ of B12-deficient patients have no macrocytosis, so a normal MCV never rules B12 out < 80 fL microcytic (iron) · 80–100 normocytic (chronic disease/CKD, aplastic) · > 100 fL macrocytic (B12/folate) 80–100 fL
Ferritin + iron studies Ferritin < 45 ng/mL without a clear cause → GI evaluation (EGD + colonoscopy) — occult bleeding is easily overlooked Iron deficiency: ferritin < 30 ng/mL (92% sensitive/98% specific), low iron, high TIBC, TSAT < 20%. Chronic disease: high ferritin, low TIBC StatPearls TSAT 25–35%
Reticulocyte count Reticulocytosis takes 3–5 days to appear after hemolysis begins — an early normal count doesn’t exclude it Production index ≥ 3 = marrow responding (hemolysis, acute blood loss) · < 2 = production failure (deficiency, marrow failure, CKD) —
B12, MMA & homocysteine Hypersegmented neutrophils (≥ 5 lobes) precede macrocytosis; anti-intrinsic-factor antibodies (~100% specific) confirm pernicious anemia B12 < 200 pg/mL = deficient (200–300 borderline). MMA ↑ + homocysteine ↑ = B12 deficiency; homocysteine ↑ with normal MMA = folate deficiency (serum folate < 2 ng/mL) B12 > 300 pg/mL
Hemolysis panel Smear tells the mechanism: schistocytes (mechanical), spherocytes (autoimmune/hereditary spherocytosis), bite cells (G6PD) ↑ LDH · ↑ indirect bilirubin · ↑ reticulocytes · ↓ haptoglobin (the most sensitive marker); positive direct Coombs = autoimmune cause —

Complications

Warning: Myocardial ischemia & high-output heart failure Report immediately
Severe anemia starves the myocardium while forcing it to pump harder — chest pain at Hgb < 7–8 g/dL can become acute coronary syndrome, syncope, or MI.
Any chest pain in an anemic patient is a stop-and-escalate finding: seat the patient, get vitals and a 12-lead ECG, and notify — anticipate transfusion (indicated below Hgb 7, or 8 with ACS).
Warning: The folate-masking trap: permanent B12 neurologic damage Hold & notify
Folic acid given alone corrects the anemia while B12-related myelin damage silently progresses toward subacute combined degeneration.
The nurse’s move: confirm B12 has been checked and repleted before or alongside folate. Even with treatment, neuro recovery is slow (months to years) and often only partial — delayed treatment means permanent deficits.
Warning: Pancytopenia emergencies: neutropenic fever & platelets < 10,000/µL Report immediately
In aplastic anemia all three cell lines fail — a fever with neutropenia, platelets < 10,000/µL (or < 50,000 with bleeding), or symptomatic anemia with cardiac ischemia is an emergency.
Infection + bleeding + fatigue together = think marrow failure. Institute infection and bleeding precautions and escalate immediately; definitive care is transplant or triple immunosuppression.
Caution: The anemia may be a GI lesion talking Hold & notify
Iron deficiency in a man or postmenopausal woman is occult GI blood loss until proven otherwise; pernicious anemia carries its own gastric-cancer risk (11-fold for carcinoid tumors).
Expect EGD + colonoscopy when there is no clear cause (ferritin < 45 ng/mL threshold). In pernicious anemia, report new dyspepsia, bloody or melanotic stools, weight loss, or appetite loss immediately.
Caution: Untreated deficiency in pregnancy
Folate deficiency significantly raises neural-tube-defect risk; iron deficiency impairs fetal brain maturation and raises low-birth-weight and maternal risks.
The prevention teaching: at least 400 mcg (0.4 mg) folic acid daily starting before conception — the neural tube closes before many patients know they are pregnant.

Medications for this condition

Why each class is prescribed here — every card links to its full pharmacology page.

Iron / Anemia Agents First-line
Hematologic · ferrous sulfate

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.

Vitamin B12 & Folate First-line
Hematologic · cyanocobalamin

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.

Erythropoiesis-Stimulating Agents (ESAs)
Hematologic · epoetin alfa

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.

Assessment & monitoring
Inspect skin and mucosa (pallor, jaundice), and check vitals including orthostatics — tachycardia, tachypnea, and orthostatic hypotension are the compensation showing.
Why: The exam maps the physiology: pallor and vital-sign compensation track severity, while jaundice redirects the whole workup toward hemolysis.
Check stools for occult blood and ask about bleeding — melena, heavy periods.
Why: Blood loss is the leading cause of iron deficiency in developed countries, and occult GI bleeding is easily overlooked — finding the source outranks replacing the iron.
Do a neuro assessment in every macrocytic anemia: gait, balance, paresthesias, position sense — and repeat it serially during B12 treatment.
Why: Neuro findings are the B12-vs-folate hinge, can appear without anemia, and become permanent if treatment is delayed — serial checks document whether therapy is working.
Anticipate the workup bundle: CBC with MCV and reticulocytes, CMP, iron studies (iron, TIBC, ferritin), B12, folate, TSH, stool occult blood.
Why: One draw answers the classification questions — MCV family, marrow response, iron pattern — before therapy muddies the labs.
Obtain a 12-lead ECG and monitor oxygenation in significant anemia; track intake and output.
Why: A severely anemic myocardium is ischemia-prone — the ECG establishes a baseline before exertion or transfusion decisions.
Report immediately: unstable vitals, hypotension, active bleeding, altered mental status, chest pain, neutropenic fever, platelets < 10,000/µL.
Why: These are the ledger’s emergency tiers — each marks the moment anemia stops being a lab value and becomes an event.
When the anemia is severe
Stop activity and escalate any chest pain — seat the patient, get vitals and SpO₂, notify the provider.
Why: Exertional angina at Hgb < 7–8 g/dL means the myocardium is hypoxic; anemia can precipitate acute coronary syndrome or MI.
Anticipate PRBC transfusion at Hgb < 7 g/dL or per clinical context; watch volume-overload patients (ESRD, CHF) closely during infusion.
Why: The restrictive threshold is the evidence-based anchor — and the same patients who need blood most are often those least able to tolerate the volume.
Institute fall precautions: assistance up, orthostatic checks before ambulation, night lighting — especially with B12-related ataxia.
Why: Orthostatic hypotension, syncope risk, and lost proprioception combine into a high fall risk; falls in a thrombocytopenic patient also mean bleeding.
In pancytopenia, run infection and bleeding precautions together, and treat any fever as neutropenic fever until proven otherwise.
Why: All three cell lines are down — the patient can neither fight infection nor clot, and neutropenic fever is an emergency tier.
Give IM iron dextran by Z-track into the upper outer gluteal quadrant — displace the skin laterally before injecting — after the ordered test dose with 1 hour of monitoring.
Why: Z-track prevents tissue staining and leak-back of the iron; the test dose and monitoring exist because iron dextran carries a boxed warning for anaphylaxis.
Patient teaching
Take iron on an empty stomach with vitamin C or orange juice; if it upsets your stomach, it can be taken with food.
Why: Only 5–20% of oral iron is absorbed; vitamin C converts iron to its absorbable form, and food — while gentler — costs absorption.
Separate iron from milk, calcium, and antacids by at least 2 hours (the same goes for tea and coffee).
Why: These bind or neutralize iron in the gut — taken together, the dose passes through unabsorbed.
Expect black or greenish-black stools — and tell your provider about any change in your stools. Constipation is common; fiber and fluids help. Mix liquid iron with a little water or juice and drink it through a straw.
Why: Dark stools are an expected iron effect, but in a patient being worked up for GI blood loss the provider decides what a stool change means; the straw keeps liquid iron from staining teeth.
Keep taking iron after you feel better: hemoglobin usually normalizes in about 6–8 weeks, then iron continues at least 3 more months to refill iron stores. Keep it locked away from children.
Why: Stopping at "feeling better" leaves the marrow’s warehouse empty and the anemia rebounds — and a child swallowing iron pills is a poison-control emergency.
In pernicious anemia, B12 is for life — monthly injections (or high-dose daily oral B12), even when you feel completely well.
Why: The intrinsic-factor loss is permanent; stopping therapy brings back every symptom, and neuro damage that returns may not fully reverse.
If pregnancy is possible: take at least 400 mcg folic acid daily, starting before conception.
Why: Folate prevents major birth defects of the baby’s brain and spine — and the critical window is before many people know they are pregnant.

How a real nurse thinks

The clinical-judgment loop, worked for a typical presentation — reasoning, not reference.

  1. 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. 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. 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. 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. 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. 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.

Med-surg unit · 1000, admission assessment

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.

Vitals — HR 104 · BP 128/76 lying → 106/64 standing · RR 20 · SpO₂ 97% room air · T 36.8 °C
Assessment — pale conjunctivae; smooth, sore tongue; brittle, spoon-shaped nails; alert and oriented; stool guaiac positive
CBC — Hgb 8.4 g/dL · MCV 72 fL · RDW elevated · reticulocyte production index 1.2
Iron studies — ferritin 12 ng/mL · serum iron low · TIBC high · transferrin saturation 12%
Q1 Select all that apply
Which assessment findings are consistent with iron-deficiency anemia? Select all that apply.
  1. A. Craving and chewing ice chips
  2. B. Brittle, spoon-shaped nails
  3. C. A smooth, sore tongue
  4. D. Numbness and tingling in both feet
  5. E. Unsteady, wide-based gait
Reveal answer & rationale
Answer: A, B, C
Pagophagia (ice craving) is quite specific to iron deficiency, and koilonychia and atrophic glossitis are the classic iron-deficient epithelial findings. Paresthesias (D) and ataxia (E) are neurologic findings — they belong to B12 deficiency (myelin damage), are typically absent in iron and folate deficiency, and would send the workup in a completely different direction.
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?
  1. A. Starting oral iron and rechecking the CBC in 6 months — no further workup needed
  2. B. Both an upper endoscopy (EGD) and a colonoscopy to find an occult GI source
  3. C. Teaching that this pattern confirms anemia of chronic disease
  4. D. A diet high in red meat as the primary treatment
Reveal answer & rationale
Answer: B
In an adult without a clear etiology — classically a man or postmenopausal woman — iron deficiency is occult GI blood loss until proven otherwise, and a ferritin < 45 ng/mL triggers GI evaluation: scope both ends (B). Iron alone (A) treats the number while a bleeding lesion keeps bleeding. Anemia of chronic disease (C) shows the opposite iron pattern — high ferritin, low TIBC — not ferritin 12 with high TIBC. Diet (D) cannot outrun ongoing blood loss and is adjunct teaching, not the treatment.
Q3 Multiple choice
Which statement shows the patient understood the iron teaching?
  1. A. "I’ll take it with milk to protect my stomach."
  2. B. "I’ll take it on an empty stomach with orange juice, and I won’t panic when my stools turn black."
  3. C. "I’ll stop the pills as soon as my energy comes back."
  4. D. "I’ll take it together with my antacid so it doesn’t cause heartburn."
Reveal answer & rationale
Answer: B
Empty stomach maximizes the 5–20% absorption, vitamin C/orange juice converts iron to its absorbable form, and black stools are an expected effect (B). Milk/calcium (A) and antacids (D) bind or neutralize iron — they must be separated by at least 2 hours. Stopping when energy returns (C) leaves iron stores empty: counts normalize in about 6–8 weeks, but therapy continues at least 3 months longer to refill the marrow’s warehouse.
Q4 Put in order
While ambulating in the hall, the patient stops and reports chest pressure. Put the nurse’s actions in priority order:
  1. A. Notify the provider and anticipate a 12-lead ECG
  2. B. Stop the activity and seat the patient
  3. C. Obtain vital signs and SpO₂
  4. D. Document the episode and the response
Reveal answer & rationale
Correct order: B → C → A → D
In an anemic patient, chest pain means the myocardium itself is hypoxic — anemia can precipitate acute coronary syndrome. First remove the demand: stop and seat him (exertion is what outran the oxygen supply). Then assess — vitals and SpO₂ give the provider the picture. Then notify and anticipate the ECG; if the Hgb has fallen below 7 (or 8 with ACS), a transfusion is the anchor. Documentation matters but never precedes stabilizing the patient; calling first (A) leaves him standing and symptomatic while you’re on the phone.
Q5 Multiple choice
Weeks later, a different patient presents with anemia. Which finding would point toward B12 deficiency rather than iron deficiency?
  1. A. MCV of 72 fL
  2. B. Loss of position sense with an unsteady gait
  3. C. Craving ice chips
  4. D. High TIBC with low ferritin
Reveal answer & rationale
Answer: B
B12 deficiency damages myelin — lost proprioception, paresthesias, and ataxia are its signature, may precede any anemia, and are what folate deficiency lacks (B). An MCV of 72 (A) is microcytic — B12 deficiency is macrocytic (> 100 fL). Pagophagia (C) is quite specific to iron deficiency. High TIBC with low ferritin (D) is the iron-deficiency iron-study pattern.

Common questions

What causes anemias?
Common causes and risk factors include blood loss — gi tract or heavy menstruation (leading cause of iron deficiency in developed countries), low dietary iron or folate intake, chronic alcohol use (disrupts folate absorption, storage, and metabolism), strict vegan diet ~3 years without b12 supplementation, pregnancy and lactation (rapid cell division raises folate/iron demand), and others.
What are the early signs of anemias?
Early findings include Fatigue, weakness, exertional dyspnea.
Which findings should a nurse report immediately in anemias?
Report immediately: Chest pain or exertional angina, Fever with new infection, Myocardial ischemia & high-output heart failure, Pancytopenia emergencies: neutropenic fever & platelets < 10,000/µL. These signal deterioration that needs rapid intervention.
How can you tell B12 deficiency from folate deficiency?
Both cause the same megaloblastic, macrocytic anemia with hypersegmented neutrophils — the difference is neurologic. Paresthesias, ataxia, and lost proprioception are typically seen in B12 deficiency and generally absent in isolated folate deficiency. The confirming labs: MMA and homocysteine both elevated = B12; homocysteine elevated with normal MMA = folate. Timeline is a second clue — B12 deficiency takes 2–5 years to develop (large liver stores), folate only 8–16 weeks.
Why do I have to keep taking iron after my blood counts are normal?
Hemoglobin recovers first — usually rising ≥ 1 g/dL within 2–4 weeks and normalizing in about 6–8 weeks — but the marrow’s iron stores are still empty. Therapy continues for at least 3 more months to refill those stores; stopping early invites the anemia straight back.
Why does my provider want a colonoscopy for a blood problem?
Because in adults without a clear cause — classically men and postmenopausal women — iron-deficiency anemia is assumed to be occult GI blood loss until proven otherwise. Guidelines recommend both an upper endoscopy and a colonoscopy when the etiology is unclear (a ferritin below 45 ng/mL is the trigger). The iron pill replaces what was lost; the scopes find where it is going.

Sources

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.

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