For education and revision only. Not individual medical advice; check current NICE/BNF and local guidance before clinical use. Clinical safety and terms.
🩺 Haematology history and examination -blood disorders show themselves in a small number of ways: tiredness and pallor (anaemia), bleeding and bruising (platelets or clotting), infections (white cells), clots, and lumps (lymph nodes, spleen, liver). A careful history and a focused examination -hands, eyes, mouth, skin, nodes, spleen, bones -usually tells you which cell line is affected and how urgently the patient needs help. The full blood count and blood film then confirm it.
Your four questions for every patient: Which cell line is affected -red cells, white cells, platelets, clotting, or more than one? Is this dangerous right now (bleeding, sepsis, very high white count, cord compression)? Is it a deficiency, destruction, marrow failure, or a cancer? What drugs, family history or background explain it?
Approach to the Haematology History
Introduce yourself, confirm identity, gain consent, and start with open questions ("Tell me what's been happening").
Presenting complaint -in the patient's words. Many haematology patients come with an abnormal blood test rather than a symptom -ask why the test was done and look at previous results (a trend matters more than a single value).
History of presenting complaint -explore the main symptom, then screen for the key haematology symptoms:
Bleeding -bruising, nosebleeds, gum bleeding, heavy periods, blood in urine or stool.
Infections -how often, how severe, unusual organisms, mouth ulcers.
Lumps -neck, armpits, groin; abdominal fullness or early satiety (big spleen).
B symptoms -fevers, drenching night sweats, weight loss over 10% in 6 months.
Bone pain, itch, headache or visual blurring (thick blood), clots.
Timeline -sudden (bleeding, haemolysis, acute leukaemia) or gradual over months (iron or B12 deficiency, chronic leukaemia, myeloma).
Past medical, drug, family and social history -especially drugs (many blood problems are drug-induced), ethnicity and family history (haemoglobinopathies, bleeding disorders, G6PD), diet and alcohol, transfusion and pregnancy history.
Ideas, concerns and expectations -patients often fear leukaemia or cancer when told their blood test is abnormal -ask, and explain what happens next.
Summarise back to the patient and check you've understood.
Symptoms depend on speed -a slow fall in haemoglobin is well tolerated (the body adapts); a rapid fall (bleeding, haemolysis) causes symptoms at higher levels. Older people and those with heart or lung disease become symptomatic sooner.
General symptoms -tiredness, lack of energy, poor concentration, headache, breathlessness on exertion, palpitations, dizziness, fainting.
Symptoms that suggest severity -angina, breathlessness at rest, heart failure (ankle swelling, orthopnoea), worsening claudication, confusion in older people, collapse.
Clues to the cause:
Blood loss -heavy periods (number of days, flooding, clots, changing pads or tampons hourly, double protection), black tarry stools (melaena), fresh rectal bleeding, change in bowel habit, indigestion, NSAID or aspirin use, anticoagulants, haematuria, frequent blood donation.
Poor intake or absorption -vegetarian or vegan diet, restrictive eating, coeliac symptoms (diarrhoea, bloating, weight loss), previous gastric or bowel surgery, PPIs, metformin.
Haemolysis -jaundice, dark urine (especially first thing in the morning in PNH, or after a trigger), gallstones at a young age, recent new drugs, infections or fava beans (G6PD), symptoms in the cold (cold agglutinins), recent transfusion.
B12 deficiency -pins and needles, numbness, unsteadiness, memory problems, sore red tongue, mouth ulcers; autoimmune disease (thyroid, vitiligo, type 1 diabetes).
How much? Did bleeding need treatment -packing, cautery, transfusion, iron, return to theatre?
Spontaneous or after injury? Out of proportion to the injury?
Since when? Lifelong (inherited -since childhood, after circumcision, tooth extractions, tonsillectomy) or new (acquired -drugs, liver disease, leukaemia, ITP, acquired haemophilia).
Immediate or delayed? Bleeding straight after a cut or procedure suggests platelets or von Willebrand factor; bleeding that starts again hours later suggests a clotting factor problem.
Ask specifically about:
Nosebleeds -lasting over 10 minutes, both nostrils, needing medical care.
Heavy periods since the first period (common in von Willebrand disease); postpartum haemorrhage.
Dental extractions -prolonged oozing, return to dentist.
Surgery -previous operations without bleeding are reassuring (a "natural stress test").
Joint and muscle bleeds -painful swollen joints after minor knocks (haemophilia).
Easy bruising -large bruises (bigger than a 50p coin) from unnoticed knocks, on the trunk as well as the limbs.
Structured bleeding scores (e.g. the ISTH bleeding assessment tool) help judge whether bleeding is abnormal -many healthy people report some bruising or nosebleeds.
Drugs -anticoagulants, antiplatelets, NSAIDs, SSRIs, steroids (skin bruising), herbal products (ginkgo, fish oil, garlic in large amounts).
Unexplained bruising in a child -consider non-accidental injury as well as blood disorders (pattern, site, history consistent with development) -follow safeguarding procedures.
DVT -one-sided leg swelling, pain, warmth, redness; PE -sudden breathlessness, pleuritic chest pain, haemoptysis, collapse.
Was it provoked?
Major provoking factors -surgery, trauma, immobility (hospital stay, plaster cast), long-haul travel, pregnancy and the postpartum period.
Minor or ongoing factors -combined pill or oral HRT, cancer and its treatment, obesity, inflammatory disease (IBD), nephrotic syndrome, recent infection (including COVID-19).
Unprovoked -ask about symptoms of cancer (weight loss, bleeding, change in bowel habit, cough) and examine carefully.
Unusual features that suggest an underlying blood disorder:
Clots at a young age, recurrent clots, a strong family history.
Ask about -frequency and severity (hospital admissions, IV antibiotics), sites (chest, skin, mouth, urine, sinuses), unusual or opportunistic infections (fungal, shingles in more than one area, PCP).
Patterns:
Neutropenia -mouth ulcers, sore throat, skin and chest infections, perianal infection, sepsis without obvious source; signs of infection may be minimal (no pus without neutrophils).
Low antibodies (CLL, myeloma, after rituximab) -repeated chest and sinus infections with bacteria (pneumococcus, Haemophilus), bronchiectasis.
Hyposplenism -overwhelming infection with encapsulated bacteria.
Recent chemotherapy -any patient who has had chemotherapy in the last 6 weeks and feels unwell or has a fever has neutropenic sepsis until proven otherwise -antibiotics within 1 hour.
Fever in a haematology patient may also be from the disease itself (lymphoma, leukaemia), transfusion reactions or drugs.
Recent infections can cause blood changes -EBV (atypical lymphocytes, splenomegaly, low platelets, haemolysis), parvovirus (red cell aplasia in haemolytic anaemias), Mycoplasma (cold agglutinins), HIV and hepatitis C (low platelets).
Lumps -where, how long, growing or shrinking, painful or painless, single or several; recent sore throat, dental or skin infection, cat scratches, sexual history, TB contact.
Features suggesting lymphoma or cancer -painless, rubbery or hard, enlarging nodes, larger than about 2 cm, lasting over 6 weeks, supraclavicular, generalised, with B symptoms.
B symptoms (important in lymphoma staging):
Fevers over 38°C without infection.
Drenching night sweats (needing to change clothes or bedding).
Unintentional weight loss over 10% in 6 months.
Other lymphoma clues -itch (generalised, often severe -Hodgkin's), pain in nodes after alcohol (Hodgkin's, rare but classic), cough or breathlessness (mediastinal mass), facial swelling and distended neck veins (superior vena cava obstruction), abdominal fullness.
Big spleen symptoms -early fullness after small meals, left upper abdominal discomfort or dragging, pain referred to the left shoulder (splenic infarct).
Age and epidemiology -Hodgkin's peaks in young adults and older adults; CLL and myeloma mostly over 60; acute lymphoblastic leukaemia mainly in children; HIV increases lymphoma risk.
Myeloma -persistent back pain or rib pain, especially in people over 60, worse at night or on movement; fractures with minimal trauma.
Sickle cell crisis -severe pain in back, chest, limbs, often with known triggers.
Acute leukaemia -bone pain in children (limping, refusing to walk).
G-CSF treatment causes bone pain.
"CRAB" symptoms of myeloma -Calcium (thirst, polyuria, constipation, confusion, abdominal pain), Renal (reduced urine, oedema), Anaemia (tiredness), Bone (pain, fractures); plus recurrent infections.
Hyperviscosity (very high paraprotein -Waldenström's, myeloma; very high white count; polycythaemia) -headache, blurred vision, confusion, drowsiness, nosebleeds, breathlessness, stroke-like symptoms.
Polycythaemia and myeloproliferative symptoms -itch after a warm bath or shower (aquagenic pruritus), burning red painful fingers and toes (erythromelalgia -responds to aspirin), headache, plethora, gout, sweats.
Neurological symptoms -numbness and unsteadiness (B12 deficiency, myeloma or paraprotein neuropathy, chemotherapy); back pain with leg weakness, numbness or bladder problems (spinal cord compression -myeloma, lymphoma); headache with confusion (CNS lymphoma or leukaemia, bleeding).
Skin and mouth -mouth ulcers (neutropenia), gum swelling (monocytic AML), sore tongue and cracked mouth corners (iron or B12 deficiency), new rashes (leukaemia cutis, graft-versus-host disease).
Dark urine -haemoglobinuria (intravascular haemolysis) versus bilirubin (obstructive jaundice) -ask about stool colour and itch.
Haemoglobinopathies -sickle cell, thalassaemia -ask about family origin (African, Caribbean, Mediterranean, Middle Eastern, South Asian, South-East Asian heritage) and carrier status.
G6PD deficiency, hereditary spherocytosis (family members with gallstones or splenectomy at a young age).
Clots in first-degree relatives; haemochromatosis; blood cancers.
Social history:
Diet -meat, vegetarian or vegan (iron, B12), restrictive eating, poverty.
Chest pain, breathlessness and hypoxia in sickle cell disease
Acute chest syndrome -urgent senior review
Iron deficiency anaemia in a man or postmenopausal woman
Possible GI cancer -refer for endoscopy (NICE NG12)
Persistent unexplained lymph node enlargement, B symptoms, unexplained splenomegaly
Possible lymphoma or leukaemia -urgent FBC and suspected cancer pathway
Persistent bone pain with anaemia, high calcium or kidney injury in an older person
Possible myeloma -serum protein electrophoresis and free light chains
NICE NG12 -offer a very urgent FBC (within 48 hours) to children and young people with unexplained petechiae or hepatosplenomegaly (and immediate referral), and consider an FBC in adults with persistent fatigue, unexplained fever, recurrent infections, generalised lymphadenopathy, unexplained bruising or bleeding, or unexplained petechiae.
Introduce yourself, confirm identity, explain the examination, gain consent, offer a chaperone (especially for groin node and abdominal examination).
Wash your hands; take extra care with infection control in neutropenic or immunosuppressed patients.
Position -sitting up for the head, neck and nodes (examine neck nodes from behind); lying flat with one pillow for the abdomen.
Expose appropriately -skin examination needs good light and exposure of the trunk and limbs (with dignity).
Ask about pain before palpating (tender nodes, spleen, bones).
Bedside clues -look for drug charts (anticoagulants, chemotherapy), transfusion in progress, IV iron, a Hickman line or PICC (cancer treatment), mouthwash and antifungals (neutropenia), oxygen.
Order of examination -general inspection → hands → arms (bruising, pulse) → face, eyes and mouth → lymph nodes (neck, axillae, groins) → chest (sternal tenderness, heart murmurs) → abdomen (spleen, liver, ascites) → legs (DVT, ulcers, bruising) → neurology and fundi as needed → bedside tests.
Bronze or grey pigmentation -haemochromatosis or transfusion-related iron overload.
Cyanosis -methaemoglobinaemia (with normal PaO2) or lung disease; harder to see in anaemia.
Bruising, purpura and petechiae visible at a glance -note distribution.
Swellings -visible neck or axillary lymph nodes, facial and neck swelling (SVCO), abdominal distension (big spleen or liver, ascites).
Skeletal changes -frontal bossing and maxillary overgrowth (thalassaemia major), kyphosis and height loss (myeloma, osteoporosis).
Lines and devices -central venous catheter, PICC, port (infection risk, clots).
Observations -temperature, heart rate (tachycardia in anaemia or sepsis), blood pressure (postural drop in bleeding), respiratory rate, oxygen saturation (low in acute chest syndrome; falsely normal in carbon monoxide poisoning, falsely low in methaemoglobinaemia).
Palmar crease pallor -suggests significant anaemia (Hb under about 70–90 g/L) when creases are as pale as the surrounding skin (not reliable in darker skin).
Conjunctivae -pallor of the lower lid's inner rim (pull down gently) -a better sign of anaemia than skin colour; conjunctival haemorrhages (low platelets, bleeding disorders); conjunctival plethora (polycythaemia).
Sclerae -jaundice (haemolysis, liver disease) -best seen in natural light.
Mouth:
Angular cheilitis (cracks at the corners) -iron, B12 or folate deficiency.
Glossitis -smooth, red, sore tongue -B12, folate or iron deficiency.
Technique -use the pads of the fingers with gentle circular movements; compare both sides; examine the neck from behind with the patient sitting and the head slightly flexed (relaxes the muscles).
Neck sequence -submental → submandibular → preauricular → postauricular → occipital → anterior cervical chain (along sternocleidomastoid) → posterior cervical chain → supraclavicular (ask the patient to shrug or cough).
Axillae -support the patient's arm (relaxes the muscles); feel the central, anterior (pectoral), posterior, lateral (humeral) and apical groups -use your right hand for the left axilla and vice versa.
Groins -horizontal group (below the inguinal ligament) and vertical group (along the long saphenous vein); small mobile groin nodes are common in healthy adults.
Other sites -epitrochlear (above the medial elbow -lymphoma, hand infections, syphilis), popliteal.
Local or generalised (two or more separate regions).
If you find a node, examine the area it drains -scalp, ears, mouth and throat for neck nodes; breasts and arms for axillary nodes; legs, genitals and anus for groin nodes.
Virchow's node (left supraclavicular) -abdominal cancers (stomach); right supraclavicular -chest and oesophageal cancers.
Normal -small (under 1 cm), soft, mobile nodes are common in the neck and groins, especially in children.
Inspect -distension, visible mass in the left upper quadrant, scars (splenectomy -left subcostal or laparoscopic port scars), striae, caput medusae (portal hypertension).
Palpating the spleen:
Start in the right iliac fossa (a big spleen can reach here) and move diagonally towards the left upper quadrant, asking the patient to breathe in deeply each time -the spleen moves down on inspiration and hits your fingers.
If not felt, roll the patient onto their right side and palpate again (with your left hand supporting the lower left ribs).
A normal spleen is not palpable -a palpable spleen is usually at least twice the normal size.
Features of a spleen (versus a left kidney):
Moves down and medially with breathing.
You can't get above it (it disappears under the ribs).
Has a notch on its medial edge.
Dull to percussion (no bowel in front).
Not ballotable (a kidney is ballotable and can be "got above").
Percussion -dullness in the 9th–11th intercostal spaces in the left mid-axillary line (Traube's space) suggests enlargement when palpation is difficult.
Measure -the distance below the left costal margin (in cm) along the line towards the right iliac fossa.
Liver -start in the right iliac fossa and move up with breathing; percuss the upper and lower borders; describe size (cm below the costal margin), edge, surface, tenderness, pulsatility.
Bones -tenderness over the spine, ribs, sternum (sternal tenderness -acute leukaemia, myeloma, marrow expansion) and long bones; kyphosis; deformity from fractures.
DVT -one-sided swelling (measure calf circumference 10 cm below the tibial tuberosity -a difference of 3 cm or more is significant in the Wells score), pitting oedema, tenderness along the deep veins, warmth, dilated superficial veins; use the Wells score to guide D-dimer and ultrasound.
Leg ulcers -around the ankles in sickle cell disease and hereditary spherocytosis; hydroxycarbamide ulcers.
Bruising and petechiae -petechiae appear first on the legs (gravity).
Palpable purpura on the legs and buttocks -vasculitis.
Ankle oedema -heart failure from severe anaemia, nephrotic syndrome (clots), low albumin, drugs.
Lymphoedema -after node surgery or radiotherapy, lymphoma blocking lymphatics.
Peripheral pulses and colour -arterial clots (antiphospholipid syndrome, HIT, myeloproliferative disease); venous limb gangrene (HIT with warfarin started too early).
Check observations including temperature and postural blood pressure.
Do a urine dipstick (blood -haematuria or haemoglobinuria; protein -myeloma kidney, nephrotic syndrome; bilirubin and urobilinogen).
Perform a rectal examination (with consent and chaperone) for melaena or a mass in iron deficiency.
Examine the fundi, breasts, testes or full neurological system as indicated.
Review the drug chart, previous blood results, and the blood film.
First tests -FBC with differential, reticulocytes, blood film, ferritin, B12, folate, U&E, LFTs, calcium, CRP, clotting screen (PT, APTT, fibrinogen), haemolysis screen (LDH, bilirubin, haptoglobin, DAT) as indicated; then targeted tests (serum protein electrophoresis and free light chains, HIV, coeliac serology, haemoglobin electrophoresis, imaging, marrow).
Presenting -lead with the most important finding and link it to the likely diagnosis:
"Mr X is a 68-year-old man presenting with 3 months of night sweats and weight loss. On examination he is pale, with bilateral rubbery, non-tender cervical and axillary lymphadenopathy up to 3 cm and a spleen palpable 4 cm below the left costal margin. There are no signs of bleeding. The most likely diagnosis is lymphoma; the differential includes CLL and TB. I would like to see his FBC and blood film, and arrange a CT and a node biopsy."
Describe positives and relevant negatives -e.g. in anaemia: no jaundice (against haemolysis), no lymphadenopathy or splenomegaly (against a blood cancer), no neuropathy (B12).
Jaundice, dark urine, gallstones, family history, new drugs, recent transfusion, cold-related symptoms
Jaundice, splenomegaly (extravascular), leg ulcers, signs of a mechanical valve (click)
Chronic disease
Inflammatory arthritis, IBD, CKD, chronic infection, cancer
Signs of the underlying disease (joints, AV fistula, weight loss)
Marrow failure or infiltration
Infections and bleeding too, bone pain, B symptoms, previous chemotherapy
Petechiae, bruising, mouth ulcers, lymphadenopathy, splenomegaly, bone tenderness
Acute bleeding
Haematemesis, melaena, trauma, anticoagulants
Tachycardia, low or postural BP, cool peripheries, melaena on rectal examination
Signs of severity -tachycardia, flow murmur, bounding pulse, heart failure, breathlessness at rest, angina, confusion -these (not the number alone) guide urgency of treatment.
Long APTT (haemophilia), long PT (warfarin, liver, vitamin K)
Bleeding plus clotting -DIC, HIT, antiphospholipid syndrome, PNH, myeloproliferative neoplasms.
Bleeding with a normal FBC and clotting screen -von Willebrand disease, platelet function disorders, drugs (aspirin, clopidogrel), uraemia, factor XIII deficiency, vascular causes (HHT, scurvy, Ehlers–Danlos, steroids, senile purpura).
Assess pain quickly and give analgesia within 30 minutes; ask what usually works and what the patient's usual Hb is (check care plan).
Examine for acute chest syndrome (chest signs, hypoxia), stroke (focal neurology), splenic sequestration in children (enlarging spleen, falling Hb, shock), priapism, signs of infection, jaundice, and hip pain (avascular necrosis).
The neutropenic patient -fever may be the only sign; examine mouth, skin, line sites, chest, perianal area (inspect only -no rectal examination), and sinuses; take cultures and start antibiotics without waiting.
Suspected transfusion reaction -stop the transfusion; check the patient's identity against the unit; record temperature, pulse, BP, respiratory rate and oxygen saturation; look for urticaria, wheeze, raised JVP (TACO), loin pain, dark urine.
Patient on anticoagulants with a fall or head injury -full neurological examination; low threshold for CT head (NICE head injury guidance); check the drug and time of last dose.
Pregnancy -anaemia is common (dilutional and iron deficiency); ask about haemoglobinopathy screening, previous clots, bleeding disorders and anti-D; examine for VTE and pre-eclampsia (HELLP -low platelets).
Children -bruising patterns (safeguarding), pallor, growth, lymphadenopathy (often reactive), hepatosplenomegaly, bone pain or limp (leukaemia); unexplained petechiae or hepatosplenomegaly needs immediate referral (NICE NG12).
Older people -anaemia is often multifactorial (iron, B12, CKD, chronic disease, myelodysplasia); medicines review; falls and anticoagulation; capacity and wishes about investigation and treatment.
1. A 34-year-old woman presents with tiredness and breathlessness on climbing stairs. She has heavy periods lasting 8 days with clots, and has been vegetarian for 5 years. She has spoon-shaped nails and pale conjunctivae. Answer: Likely iron deficiency anaemia from menstrual loss and low dietary iron.
History -quantify periods (flooding, clots, changing protection hourly), coeliac symptoms, GI bleeding, pica; family history of bleeding disorders (heavy periods since menarche -von Willebrand disease).
Tests -FBC, ferritin, coeliac serology; consider von Willebrand screening if bleeding history suggests it.
Treatment -oral iron once daily or alternate days; manage heavy periods (e.g. levonorgestrel IUS, tranexamic acid); dietary advice.
2. A 7-year-old boy has had bruises on his legs and nosebleeds for 3 days. He had a cold 2 weeks ago. He is well, with scattered petechiae, no lymphadenopathy and no splenomegaly. Platelets are 12 × 10⁹/L; Hb and white cells are normal. Answer: Probable immune thrombocytopenia (ITP).
Key features -isolated low platelets in a well child after a viral illness, with no lymphadenopathy, splenomegaly, bone pain or abnormal other counts (which would suggest leukaemia).
Same-day paediatric haematology review; blood film; look for wet purpura and bleeding severity.
Most resolve without treatment; avoid contact sports, NSAIDs and IM injections; treat if significant bleeding; safeguarding is part of the assessment of any bruised child.
3. A 71-year-old man has 3 months of back pain, thirst and constipation. Hb 89 g/L, adjusted calcium 3.05 mmol/L, creatinine 210. He is tender over the lumbar spine. Answer: Suspected multiple myeloma (CRAB features).
Ask about infections, weight loss, neurological symptoms (cord compression), and bubbly urine (light chains).
Examine -neurology of the legs, bladder; signs of dehydration; bone tenderness elsewhere.
Urgent tests -serum protein electrophoresis, serum free light chains, urine Bence Jones protein, blood film (rouleaux), imaging (whole-body MRI or low-dose CT); IV fluids and treatment of hypercalcaemia; urgent haematology referral.
4. A 26-year-old man with sickle cell disease presents with chest pain, fever and a respiratory rate of 30. Oxygen saturation is 89% on air; there are crackles at the right base. Answer: Acute chest syndrome.
Oxygen, analgesia (within 30 minutes), incentive spirometry, IV fluids with care, antibiotics including atypical cover.
Chest X-ray, FBC and reticulocytes, group and screen (extended phenotype), blood gas.
Urgent haematology and critical care review -transfusion or exchange transfusion; monitor for deterioration.
5. A 58-year-old woman is referred with a lymphocyte count of 9.8 × 10⁹/L found on a routine blood test. She feels well. She has small, painless, mobile nodes in both sides of the neck and both axillae. No splenomegaly. Answer: Likely early-stage chronic lymphocytic leukaemia.
History -B symptoms, infections, bleeding, autoimmune symptoms (haemolysis, ITP).
Tests -blood film (smudge cells), flow cytometry (immunophenotyping), Hb and platelets (staging), DAT, immunoglobulins.
Most early CLL is monitored ("watch and wait"); vaccinations (non-live), prompt treatment of infections; irradiated blood if treated with certain drugs.