Hematologic tests help diagnose diseases of the blood and bone marrow cells, such as anemia, infection, hemophilia, blood-clotting disorders, leukemia, lymphoma, and myeloma. Common hematology tests include the complete blood count (including red blood cells, white blood cells, platelet count, hemoglobin, hematocrit, red blood cell volume, differential white blood count, and other red blood cell indices), prothrombin time, partial thromboplastin time, and others. Bone marrow biopsies and aspirates are more specialized tests for diagnosing hematologic diseases. Blood and bone marrow diseases and treatments have serious health consequences and adverse effects on patient function and quality of life (NASEM, 2022).
Rapidly emerging scientific advances in molecular biology have enabled the development of newer diagnostic techniques that focus on individualized molecular diagnoses and targeted therapeutics, on flow cytometry to determine whether leukemia cells express the target protein for a particular targeted therapy, and on genetic testing for a particular gene mutation which can be targeted by a specific medication. This chapter provides information about select diagnostic techniques that have come into practice since 1990, focusing on those that show improvement over previous techniques or that are the first of their type such as, for example, genetic sequencing tests.
Using the selection criteria discussed in Chapter 1, the committee focused its review on the hematologic techniques shown in Box 7-1. These
are techniques that assess molecular and physiologic functions. The committee notes that none of the hematological tests discussed in the chapter measure deficits in functioning; as diagnostic tests, they may identify disease or disorder that is likely to result in a physical impairment or loss of function, but the level of severity would have to be measured by other tests or metrics. The chapter discusses the evidence and information about the selected techniques and responds to the requested items (a)–(j) of the Statement of Task for each technique. Following those discussions, at the end of the chapter the committee highlights hematological tests that may become generally available in the next 5–10 years.
The advances in diagnostic techniques for assessing hematologic disorders shown in Box 7-1 are described below. The most significant leap has been in the area of genetic testing, which was in its infancy in 1990. In addition, advances in the use of antibodies for laboratory testing have also improved, which has affected a number of different tests. As noted below
under standard requirements for performing the selected tests, laboratories are approved under the Clinical Laboratory Improvement Amendments (CLIA). CLIA is a federal program to regulate laboratory testing, and it requires clinical laboratories to be certified by the Centers for Medicare & Medicaid Services before they can accept human samples for diagnostic testing (FDA, 2021).
As described in Chapter 3, genetic testing has become widely available for clinical diagnostic purposes, aiding clinicians in genetic counselling for families, monitoring affected patients, and determining treatment options. Over the past 30 years the genetic variants associated with many hematologic diseases have been identified. The committee discusses several of these genetic variants below.
The responses to the items in the statement of task are as follows:
Gene panel tests for hematological disorders include those that that search for inherited causes of neutropenia (low neutrophil count), thrombocytopenia (low platelet count), and hemolytic
anemia (low red blood cells). Children with possible Diamond-Blackfan anemia merit genetic testing via the sequencing of a panel of ribosomal genes that are known to cause this disorder. For patients presenting with pancytopenia (low white blood cell count, hemoglobin, and platelets), genetic testing for a panel of inherited bone marrow failure syndromes is commonly done in order to distinguish idiopathic aplastic anemia from inherited syndromes, since their treatment options may differ.
Finally, genetic testing for somatic (acquired) genetic variants is a standard part of the workup of many malignancies to help diagnose the type of cancer, provide guidance for prognosis, and inform treatment decisions. For example, identifying FMS‐like tyrosine kinase 3 mutations in acute myelogenous leukemia is generally part of a larger cancer-risk genetic panel.
Immunophenotyping is a widely used testing method for cell classification and diagnosis which uses antibodies targeted against certain antigens in specific tissues and cells to determine normal and malignant cell type and organ of origin (Magaki et al., 2019). By exploiting the specific binding of an antibody to its target antigen, laboratories can identify particular proteins expressed on the surface or inside cells from a patient blood or tissue sample. Immunohistochemistry is used to examine cells in tissue sections on microscope slides, and allows cells to be examined in the context of surrounding histologic tissues. Flow cytometry examines antibodies bound to cells in a liquid suspension, allowing the analysis of multiple markers simultaneously on each individual cell.
Immunohistochemistry (IHC) is a powerful technique that examines the binding between an antibody and antigen to detect and localize specific antigens in cells found in tissue sections on microscope slides. Unlike flow cytometry, IHC allows the cells of interest to be visualized in the context of the tissue as a whole, which provides useful diagnostic information. The particular immuno-phenotype as discovered by IHC is critical for making a diagnosis of lymphoma and other types of cancer, and it increasingly provides predictive and prognostic information. In addition, the expression of certain antigens determines whether a patient is eligible for immunotherapy treatments. For example, antibodies against programmed death-ligand 1 (PD-L1), CD19, and CD30 are being used as immunotherapy for lymphoma and other types of cancer (Cho, 2022). Expression of these proteins by the cancer must be verified before offering an immunotherapy treatment, as cancers that do not express the target antigen would not respond.
The responses to the items in the statement of task are as follows:
Flow cytometry also takes advantage of the ability of an antibody to bind specifically to its target antigen. In this case, cocktails of antibodies, each labeled with a different fluorescent compound, are mixed with patient cells. This single cell suspension is then assessed by a flow cytometer to detect which cells emit the different fluorescent wavelengths, and the intensity of the fluorescence is correlated with the level of expression of the particular protein. The patterns of protein expression are used to identify and categorize the tagged cells. For example, this method is used to measure CD4+ T cell counts and other lymphocyte subsets when studying specific immunodeficiency disorders and immune-related diseases. Likewise flow cytometry is used to diagnose specific sub-types of leukemia (Weir and Borowitz, 2001).
The responses to the items in the statement of task are as follows:
Hereditary spherocytosis (HS) is clinically heterogeneous and characterized by mild to moderate hemolysis resulting from red cell membrane protein defects. Characteristic symptoms of HS are the destruction of red blood cells in the spleen and their removal from the blood stream (hemolytic anemia), a yellow tone to the skin (jaundice), and an enlarged spleen (splenomegaly). Symptoms can develop in infancy, but some people with HS have no symptoms or have minor symptoms and are diagnosed later in life. Diagnosis is confirmed based on blood tests. Surgical removal of the spleen (splenectomy) is recommended in the case of HS with severe anemia, as this effectively cures the patient of hemolytic anemia. Other treatments include folate supplementation and blood transfusions for patients with severe hemolysis.
People with HS may also have hemolytic, aplastic, and megaloblastic crises. Hemolytic crises are often triggered by a viral illness that causes an increased destruction of red blood cells. Blood transfusions may be needed, but hemolytic crises are typically mild. Aplastic crises are less common and more severe than hemolytic crises but are also triggered by viral illness (particularly parovirus B19).
The responses to the items in the statement of task are as follows:
Paroxysmal nocturnal hemoglobinuria (PNH), a rare condition, is an acquired hematopoietic stem cell disorder in which the affected stem cell clones are deficient in glycosylphosphatidyl-inositol (GPI)–anchored surface proteins. PNH is characterized clinically by bone marrow failure, thrombosis, and chronic hemolytic anemia.
The wide spectrum of clinical presentation and variable disease course provides challenges in establishing a diagnosis and managing patients. However, in the last 15 years advances have been made in understanding the molecular and cellular biology of PNH and in defining the molecular lesion responsible for the PNH abnormality (Richards et al., 2000).
Molecular biology techniques have uncovered the genotypic lesion in PNH, while the use of monoclonal antibodies and flow cytometry has made significant contributions in defining phenotypic abnormalities in PNH. Since 1985 flow cytometry has become established as a reliable diagnostic procedure for PNH and for measuring the extent of the PNH clone within various hematopoietic cell lineages.
As noted, there is a great degree of heterogeneity in the patterns and levels of expression of the GPI-linked proteins in the various cell types as well as possible heterogeneity in lineage. The different patterns of expression of GPI-linked proteins should be considered when using flow cytometry to diagnose PNH. Interpreting results in PNH is dependent on having a detailed knowledge of the cellular distribution of GPI-linked antigens and their expression at the different stages of hematopoietic cell differentiation (Richards et al., 2000).
The responses to the items in the statement of task are as follows:
Fluorescence in situ hybridization (FISH) is a cytogenetic technique developed in the early 1980s. FISH uses fluorescent DNA probes to target specific chromosomal locations within the nucleus and produces colored signals that can be detected using a fluorescent microscope. FISH has taken on an increasingly important role in detecting specific biomarkers and genetic translocations in solid and hematologic neoplasms. It combines standard microscopic cytogenetic analysis with molecular methods and has been an important part of the developing field of personalized medicine. After its development in the 1980s, the applications of FISH have broadened to include more genetic diseases, hematologic malignancies, and solid tumors (Hu et al., 2014). Recent advances in FISH applications include both de novo discovery and the routine detection of chromosomal rearrangements, amplifications, and deletions that are associated with the pathogenesis of various hematopoietic and non-hematopoietic malignancies (Hu et al., 2014).
The responses to the items in the statement of task are as follows:
cells (Sabath, 2004). FISH is considered the gold standard cytogenetic method for the detection of diseased or malignant cells containing chromosomal rearrangements or gene aberrations (Huber et al., 2018).
Viscoelastic hemostatic assays (VHAs) such as thromboelastograpy (TEG) and rotational thromboelastometry (ROTEM) are tests that quantitatively measure the ability of whole blood to form and dissolve a clot. Major bleeding is a serious medical complication which may be caused by external trauma, surgery, an invasive procedure, or an underlying medical condition such as an aneurysm rupture or peptic ulcer. Several congenital disorders associated with a coagulation factory deficiency such as von Willebrand disease or hemophilia A or B may cause significant bleeding even with minor injuries. Furthermore, prescribed anticoagulants and anti-platelet agents may create a coagulopathic state that may lead to excessive bleeding associated with trauma or medical procedures. Additionally, major acute blood loss can lead to coagulopathy due to a loss of coagulation factors. Patients with ongoing or expected major bleeding would benefit from an accurate assessment of the functional state of the hemostatic system so that their providers can provide optimal care (Shaydakov et al., 2022). Venous thromboembolism is another condition associated with abnormal blood coagulation. Several commonly used blood tests assess blood coagulation, including prothrombin time, international normalized ration, activated partial thromboplastin time, platelet count, fibrinogen concentration, and D-dimer. Those tests are used for the clinical diagnosis of coagulopathy, to monitor anticoagulation therapy, and to assist in treating bleeding episodes (Shaydakov et al., 2022).
The responses to the items in the statement of task are as follows:
___________________
1 The FDA-approved patient populations for TEG and for ROTEM are not the same, and FDA has not currently approved some of the populations listed.
Platelet function analysis (PFA-100) uses a microprocessor-controlled instrument/cartridge system (PFA-100TM) designed to assess primary, platelet-related hemostasis in routinely collected whole blood. Platelet dysfunction is a potential cause of bleeding diathesis, especially in critically ill patients who may develop life-threatening hemorrhages. Additionally, the test is used to identify acetylsalicyclic acid–induced platelet dysfunction (Mammen et al., 1998).
The responses to the items in the statement of task are as follows:
Anti-phospholipid antibodies (APLAs), auto-antibodies that activate the formation of abnormal blood clots, are usually found in people with autoimmune diseases. Antiphospholipid antibodies are usually made in the process of a normal immune response, when the immune system generates an antibody against phospholipids found in the cell membrane of cells lining blood vessels (called endothelial cells). Normally clots form when these endothelial cells are damaged. However, when these antibodies bind to the phospholipids on endothelial cells, they can activate the formation of an abnormal clot in the absence of damage.
The diagnosis of antiphospholipid syndrome relies on the detection of circulating APLAs alongside other clinical manifestations. APLA testing is done when patients have developed blood clots or have an unexpectedly prolonged partial thromboplastin time. The testing is useful in determining the cause of recurrent miscarriages or helping diagnose or evaluate an autoimmune disorder. APLAs are also called lupus anticoagulants as they are commonly found in patients who have been diagnosed with systemic lupus erythematosus; this name, however, is a misnomer as APLA are also found in people who do not have lupus and are actually pro-thrombotic, not anticoagulants.
People with recurrent venous thromboembolism or other abnormal clotting, repeated miscarriages, or autoimmune diseases such as systemic lupus erythematosus and multiple sclerosis often have antiphospholipid antibodies. In some cases, cancer patients also have those antibodies, which fade away when the cancer is treated. Antiphospholipid antibodies are associated with an increased risk of clotting and with the risk of recurrent miscarriages, premature labor, and pre-eclampsia. One or more antiphospholipid antibodies have been identified in people with autoimmune diseases (e.g., lupus, rheumatoid arthritis, systemic sclerosis), infections (e.g., HIV, mononucleosis, rubella), and cancers (e.g., solid tumors, leukemias,
lymphomas) as well as in individuals who have used certain drugs (e.g., procainamide, phenothiazines, oral contraceptives) (Labcorp, 2022).
The responses to the items in the statement of task are as follows:
In the upcoming years breakthroughs in genetic sequencing tests are expected to continue to improve the diagnosis and assessment of hematological disorders. As more genetic syndromes are identified, these tests will continue to become more accurate in their diagnoses. In addition, the technology to perform sequencing tests more quickly and with smaller samples will continue to improve. Finally, tests are currently being developed to sequence cell-free DNA in the blood as a mechanism to monitor for genetic mutations found in cancer cells throughout the body. Currently these cell-free DNA tests are being used in the research setting but are expected to affect diagnosis and disease monitoring in such a way as to enhance the clinical care of patients in the future.
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