VOLUME 37, ISSUE 2

Ashley Stonecipher, M.D.

CA-2 Resident, Baylor College of Medicine-Temple
Baylor Scott & White Medical Center
Temple, TX

Riley Hedin, D.O.

Assistant Professor
Baylor College of Medicine-Temple
Baylor Scott & White Medical Center
Temple, TX

Craig J. Lilie, M.D.

TSA Newsletter Education Editor
Assistant Professor and Residency Core Program Director
Baylor College of Medicine-Temple
Baylor Scott & White Medical Center
Temple, TX

Vein to Vein: Blood Banking Review Series for the Anesthesiologist

Typing, Screening, and Crossmatching

Overview

To fully understand the importance of pretransfusion testing or typing, screening, and crossmatching blood, it is crucial to understand the basic immunohematology that makes pretransfusion testing necessary. The surfaces of red blood cells (RBCs) are coated in antigens, or substances that trigger a response when recognized as foreign by the host immune system. The presence or absence of specific antigens determines an individual’s blood type and the production of antibodies making antigens extremely clinically significant in transfusion medicine. RBC antigens are broadly categorized into major and minor antigens.

Major Antigens

The major RBC antigens are the ABO blood group system and these are the antigens that confer an individual’s major RBC phenotype, i.e., a person’s blood type. The A and B antigens are carbohydrate groups that are bound to a carbohydrate base known as the H antigen, with the presence or absence of A and B groups dictating an individual’s ABO group. For example, those with an A antigen bound to H antigen will have Group A blood type, those with both A and B antigens bound to H antigen will have Group AB blood type, and so on. Group O blood type results when neither the A or B antigens are produced. Antibodies against the antigen that is not expressed by an individual’s RBC typically appear around 4-6 months of age, and are responsible for the severe hemolytic transfusion reaction that occurs when an ABO-incompatible RBC blood unit is administered.

Minor Antigens

While at least 30 minor antigens are known, this review will focus on those of clinical significance, i.e., those known to cause hemolytic transfusion reactions and hemolytic disease of the fetus and newborn. One of the most immunogenic minor antigen groups is the Rh group system, which is composed of over 45 different antigens, with the most common being the D and CcEe antigens. 6-8 Most Rh antibodies to Rh antigens arise secondary to exposure to blood, typically via transfusion, though pregnancy is another common source of exposure. Anti-RhD is of critical importance in prenatal and obstetric care, as its presence can cause a severe form of hemolytic disease of the fetus and newborn, with resulting hydrops fetalis and possible fetal demise. This can also be seen with anti-c and anti-E, but is often less severe. 6 Importantly, anti-RhD effects can be prevented in pregnancy through administration of RhO (D) immunoglobin to the parturient.

The Kell blood group system, most commonly K and k, are RBC transmembrane proteins. While many phenotypes exist, k negative is the most common, resulting in anti-k antibody being found in much of the population. Anti-k antibody is known to cause severe hemolytic transfusion reactions. While extremely rare, another phenotype of clinical significance is Kell-null, or the absence of any Kell antigens. Kell-null individuals produce antibodies to all Kell antigens, and so require Kell-null blood, which often requires a lengthy search through rare donor registries.

The Duffy blood group system antigens, most commonly Fya and Fyb (though multiple other antigens exist), are also RBC membrane proteins and are thought to act as a chemokine receptor for proinflammatory cytokines. 8 Antibodies to Duffy antigens can lead to hemolytic reactions of varying severity. Donors negative for all Duffy antigens are rare but are more common in individuals of African descent.

The Kidd blood group system (Jka, Jkb), are also membrane proteins, thought to play a role in reducing osmotic stress to the RBC. While absence of this protein is rare, individuals of Filipino descent are more likely to be Kidd antigen negative. This is of note because Kidd antigen antibodies have a short half-life, and levels will rapidly decline in plasma, making them difficult to detect. Cases of delayed hemolytic transfusion reaction due to presence of anti-Kidd antibody have been reported, despite negative antibody screen.

Lastly, the MNSs blood group system is based upon a large group of glycoproteins, with many possible phenotypes. While most antigens are clinically insignificant, the absence of the antigens S, s, and/or U result in antibodies that cause severe immediate and delayed hemolytic transfusion reaction.

Blood Typing

In patients for whom the need for a transfusion is possible, but unlikely, a type and screen is often ordered. A common example would be ordering a type and screen for an otherwise healthy woman expected to have an uncomplicated spontaneous vaginal delivery. A type and screen is a series of laboratory tests that analyze both a patient’s RBCs and serum for the presence of RBC antigens and antibodies that could lead to a potentially harmful hemolytic reaction if not screened for prior to administration of blood. Determining a patient’s blood type, i.e. which ABO and RhD antigens are expressed on the patient’s RBCs, is completed in two steps – forward and reverse typing. Forward type, or cell grouping, involves exposure of a patient’s RBCs to anti-A, B, AB, and D reagents that will bind to A, B, and D antigens if present on the RBC cell membrane. If the sample agglutinates on exposure to the reagents, then the antigen is present. Reverse type, or serum grouping, involves exposure of a patient’s serum to standard RBCs of known blood type (A, B, and occasionally O). If the sample agglutinates or hemolysis is present, then antibodies against specific ABO blood group antigens are present. For example, a patient with A+ blood type would agglutinate on forward typing to anti-A, anti-AB, and anti-D reagents, while on reverse typing, agglutination or hemolysis will be present once B type cells are exposed to the A type serum, indicating the presence of antibodies
against B antigens.

It is possible for forward and reverse typing incongruence and inconclusive results to occur, referred to as ABO-type discrepancy. While rare under typical circumstances, there are recognized causes of ABO-type discrepancy that can be obtained from a patient’s medical history. These include recent massive transfusion, out of group platelet transfusion, and a dysfunctional immune system, such as patient with a hematologic malignancy. If ABO-type discrepancy occurs on type and screen for these select patients, use of universal donor products should be considered.

Antibody Screening

In addition to ABO typing, a type and screen test involves exposure of patient’s serum for antibodies against minor antigens that, if present and not properly identified, can lead to a clinically significant hemolytic reaction to transfusion. Antibody screening can also be used to aid in blood typing when ABO-type discrepancy occurs.

There are multiple methods of antibody screening and more continue to be developed and reviewed in attempts to create an efficient and streamlined process. Different laboratories have different standards and guidelines regarding each method, but all are considered reliable and are often used in tandem to ensure accurate results. Similar to reverse typing, the patient’s serum is mixed with a reagent composed of type O RBCs that express the aforementioned clinically significant minor antigens. The mixture is then prepared for the chosen method. While the specifics of each methodology of antibody screening is beyond the scope of this review, it is important to understand that each is dependent on antibodies present in a patient’s serum that will cause agglutination of the reagent’s RBCs, which can then be detected and quantified. Patients with difficult to interpret results, which is more common in those with hematologic pathologies that results in multiple prior transfusions (such as sickle cell disease), may benefit from RBC genotyping to accurately evaluate for multiple and rare antigens. For straightforward cases, the cost, time, and resources necessary for RBC genotyping is likely not worth the more in-depth results obtained.

Crossmatching

Prior to RBC transfusion, the donor unit to be transfused must be compatibility tested to the recipient, referred to as crossmatching. The recipient’s serum is tested against donor RBCs, which are the “reagent” for crossmatching, to ensure the absence of recipient antibodies to donor RBC antigens that could provoke a hemolytic response. Similar to antibody screening, there are several methods of crossmatching available, with the FDA providing guidelines to the extent of testing necessary depending on characteristics of the recipient, such as type and screen results. 11 For recipients with historically and currently negative antibody screen, both serologic and electronic testing is reasonable. Serologic testing, or immediate spin crossmatch,
involves mixing recipient serum with donor RBCs and assessing for agglutination and/or hemolysis, indicating the presence of a recipient antibody to a donor RBC antigen. If agglutination or hemolysis occurs, IgG crossmatch, or a full crossmatch, is required to ensure lack of donor RBC antigens that will cause a reaction when exposed to recipient serum. Electronic crossmatch utilizes a computer algorithm that rapidly compares the recipient’s prior type and screen results to assess for discrepancies; if none are found, it is assumed safe to release an ABO and RhD compatibility unit without serologic testing. However, electronic crossmatching is limited by a patient having at least two previous type and screens and having an institutional quality control system in place.13

For patients with a current or history of a positive antibody screen or a positive immediate spin crossmatch (see above), an IgG crossmatch (or full crossmatch) is required. Akin to the indirect Coombs test, the recipient’s serum is mixed with donor RBCs, warmed to body temperature, then treated with an antibody to human IgG. Hemolysis or agglutination indicates a positive test. Unlike immediate spin crossmatch and electronic crossmatch, a full crossmatch takes several hours to complete and can lead to delay in availability of blood. Therefore, a full crossmatch is not performed unless deemed necessary.

As with other preoperative testing, the decision to obtain a type and screen prior to surgery should be made on an individualized basis. Preoperative transfusion requirements can be difficult to predict. Some factors to consider include: amount of expected surgical blood loss, preoperative anemia, and history of antibody positive type and screen. It is important to note that a type and screen can be safely obtained intraoperatively or postoperatively, if the need arises.14 A type and cross is usually reserved for patients and surgeries where the anticipated need for transfusion is deemed to be high.

References:

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  8. Kuldeep Neote, John Y. Mak, Lee F.Kolakowski, Jr., Thomas J. Schall, Functional and Biochemical Analysis of the Cloned Duffy Antigen: Identity With the Red Blood Cell Chemokine Receptor, Blood, Volume 84, Issue 1, 1994, Pages 44-52, ISSN 0006
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  10. Temsiri Songjaroen, Wanida Laiwattanapaisal, Simultaneous forward and reverse ABO blood group typing using a paper-based device and barcode-like interpretation, Analytica Chimica Acta, Volume 921, 2016, Pages 67-76, ISSN 0003-2670, https://doi.
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  13. “Computer Crossmatch” (Computerized Analysis of the Compatibility between the Donor’s Cell Type and the Recipient’s Serum or Plasma Type). Guidance for Industry https://www.fda.gov/media/80857/download
  14. Christopher Z, et al. Routine Type and Screens are Unnecessary in Primary Total Joint Arthroplasty: Follow-up After a Change in Practice. Arthroplast Today. 2023 Feb;19: 101077. https://doi.org/10.1016/j.artd.2022.101077