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Textbook
Introduction
1. Medical assistant
2. Electronic records
3. Medical terminology and anatomy
4. The fundamentals of infection control
5. Introduction to vital signs
6. The patient interview and history
7. The physical examination
8. Appointment scheduling
9. Insurance billing
10. Diagnostic coding and the ICD-10-CM System
11. Procedural coding
12. Medical billing and reimbursement essentials
13. Assisting with medical specialties
14. Assisting with the musculoskeletal system
15. Assisting with the cardiovascular system
16. Assisting with the respiratory system
17. Assisting with the nervous system
18. Anatomy and physiology of the urinary system
19. Assisting in obstetrics and gynecology
20. Assisting in endocrinology
21. Assisting in ophthalmology & otolaryngology
22. Assisting in gastroenterology
23. Assisting in the immune & lymphatic systems
24. Assisting in pediatrics: the developmental stages and care
25. The medical assistant’s role in caring for the older patient
26. The role of the medical assistant in physical therapy examination and assessment
27. Preparing for minor surgery: room, solutions, and supplies
28. Introduction to the clinical laboratory
29. Urinalysis
30. Blood collection
31. Analysis of blood
31.1 Analysis of blood
31.2 Red blood cell analysis
31.3 White blood cells, platelets, and result interpretation
31.4 Hematology in the reference laboratory
31.5 Immunohematology and diabetes testing
31.6 Cholesterol, thyroid, and professional standards
32. Electrocardiography and heart structure
33. The principles of pharmacology
34. Essential calculations and measurement systems
35. Solid, liquid, & solutions medication doses
36. Administering medications
37. Metabolism and core nutrient roles
38. Medical emergencies in the healthcare setting
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31.6 Cholesterol, thyroid, and professional standards
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31. Analysis of blood

Cholesterol, thyroid, and professional standards

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Cholesterol testing

Cholesterol is a fatlike substance (lipid) present in cell membranes. It is needed to form bile acids, steroid hormones, the coverings of our nerves, and some of our brain tissue. Cholesterol travels in the blood as distinct particles containing both lipids and proteins. These particles are called lipoproteins. The cholesterol level in the blood is determined partly by inheritance and partly by acquired factors, such as diet, calorie and nutrient balance, and level of physical activity.

Patients often are confused by cholesterol testing. Cholesterol is often a catchall term for both the cholesterol a person eats and the cholesterol that is produced in the body. A high blood level of low-density lipoprotein (LDL) cholesterol reflects an increased risk of heart disease. LDL cholesterol is often referred to as “bad” or “lousy” cholesterol. Lower levels of LDL cholesterol reflect a lower risk of heart disease. When too much LDL cholesterol circulates in the blood, it can slowly build up in the walls of arteries that feed the heart and brain. Together with other substances, it can form plaque, a thick and sticky deposit that can clog arteries. This condition is known as atherosclerosis. If a blood clot (thrombus) forms at the site of plaque, blood flow can be blocked in the coronary arteries of the heart muscle, causing a heart attack. If a clot blocks blood flow to part of the brain, a stroke may result. LDL results are often interpreted as follows:

  • Under 100 mg/dL: optimal
  • 100-129 mg/dL: near or above optimal
  • 130-159 mg/dL: borderline high
  • 160-189 mg/dL: high
  • 190+ mg/dL: very high

About one-third to one-fourth of blood cholesterol is carried by high-density lipoprotein (HDL). HDL cholesterol is known as “good” or “healthy” cholesterol. High levels of HDL cholesterol seem to protect against heart attack. HDL can carry cholesterol away from the arteries and back to the liver. It is believed that cholesterol is removed from the lining of the arteries when high levels of HDL exist. Low levels of HDL cholesterol (i.e., lower than 40 mg/dL) may result in a greater risk of heart disease.

Adults older than 20 years of age should have a cholesterol test at least once every 5 years. Total cholesterol and the combination of LDL and HDL typically are screened and monitored. All three tests are considered screening tests, and elevated results require additional testing. In general, total cholesterol levels under 200 mg/dL are considered normal. Results over 240 mg/dL are considered elevated and may place a person in the high-risk category for coronary heart disease. An HDL cholesterol level of 40 mg/dL or higher is considered acceptable for men, and values of 50 or higher are acceptable for women. HDL levels below 40 mg/dL for men and below 50 mg/dL for women place a person at risk of coronary heart disease.

Although total cholesterol and HDL cholesterol levels are not significantly affected by food consumption, most providers prefer that patients fast from food and liquids, with the exception of water, for 12 hours before cholesterol levels are checked. If the total cholesterol is elevated, the provider is likely to order a lipid profile, which is a series of tests that measures the total cholesterol, HDL and LDL cholesterol levels, and triglyceride levels. Triglycerides are fat in the blood related to caloric intake. Therefore, the patient must be instructed to fast from all food and alcoholic beverages 12 hours before the triglyceride test or lipid profiles. Consistently high triglyceride levels may lead to heart disease, especially in people with low levels of “good” HDL cholesterol and high levels of “bad” LDL cholesterol and in people with diabetes type 2. Elevated levels of triglycerides are typically stored in belly fat and are associated with central obesity.

CLIA-waived cholesterol monitors can measure total cholesterol from a fingerstick specimen. The Cholestech LDX analyzer performs a lipid panel and provides a risk assessment using a capillary blood sample. This system uses a cassette testing device capable of measuring glucose, total cholesterol (TC), HDL, LDL, very-low-density lipoprotein (VLDL), triglycerides, and the TC/HDL ratio. It uses a combination of testing methods to detect the color changes caused by each of the lipid panel analytes.

Exam tip: A medical assistant may only perform CLIA-waived testing. The CLIA complexity category assigned to a test - not the equipment brand or how simple the test looks - defines that boundary. Moderate- and high-complexity testing, including confirmatory lipid and thyroid testing, falls outside the medical assistant’s scope.

Thyroid hormone testing

The thyroid gland is located anterior to the trachea in the throat. It produces the hormones triiodothyronine (T3) and thyroxine (T4). These hormones are essential for life and regulate body metabolism, growth, and development. The thyroid gland is influenced by hormones produced by two other glands found in the brain, the pituitary gland and the hypothalamus. The pituitary gland produces thyroid-stimulating hormone (TSH), and the hypothalamus produces thyrotropin-releasing hormone (TRH).

Definitions
Triiodothyronine (T3)
A thyroid hormone that, with T4, regulates body metabolism, growth, and development.
Thyroxine (T4)
The main thyroid hormone that, with T3, regulates body metabolism, growth, and development.
Thyroid-stimulating hormone (TSH)
A hormone from the pituitary gland that stimulates the thyroid to release T3 and T4; an elevated level signals hypothyroidism.
Thyrotropin-releasing hormone (TRH)
A hormone from the hypothalamus that prompts the pituitary to release TSH.

CLIA-waived rapid diagnostic tests are available to qualitatively measure TSH. These tests are available for point-of-care testing (POCT). Using whole blood from a fingerstick, CLIA-waived tests can screen patients for hypothyroidism, which is deficient activity of the thyroid gland. Hypothyroidism is indicated with elevated TSH levels. The tests use lateral flow immunoassay technology housed in a plastic cassette. One such commercially available test is the ThyroTest Whole Blood TSH Test.

Professional standards and patient-centered care

A laboratory test is only as valid as the specimen and the procedure performed on it. As the provider’s agent, you are responsible for that validity when you instruct the patient and when you perform the test. Be clear in your instructions, give written materials to reinforce them, and take the time to answer questions in a way the patient can understand. If the patient has questions you cannot answer, have the provider talk to the patient directly - clinical or diagnostic questions that exceed your training belong with the provider.

Patient confidentiality is paramount whenever testing is performed, as is strictly conforming to all established quality control procedures. You must also stay current with the rapid technologic advances in laboratory medicine and help establish a testing protocol that best suits your provider-employer.

CLIA-waived POL testing benefits patients directly. With a simple fingerstick, a patient can have tests such as a hemoglobin and hematocrit, protime, A1c, blood glucose, cholesterol, and ALT/AST completed during a routine visit, saving them the time and inconvenience of going to a different location. Because results are available quickly while the patient is still in the clinic, the provider can share them right away, which gives the patient a chance to ask questions and may improve compliance with the treatment plan.

Proper patient care demands attention to detail in all three areas of the testing process:

  • Preanalytic: Proper care of the testing supplies and equipment, and proper patient identification and specimen collection
  • Analytic: Running the tests according to the specific manufacturer’s instructions; recording and analyzing the controls and the patient results
  • Postanalytic: Proper disposal of biohazard supplies; routing of test results to the provider and patient

Medical assistants are involved in all three areas of testing. They are responsible for the organization and documentation of each performed test on the appropriate lab flow sheet and in the patient’s health record.

Cholesterol testing

  • Cholesterol: essential lipid, forms cell membranes, hormones, bile acids
  • Lipoproteins: LDL (“bad”), HDL (“good”), VLDL; measured in blood
  • LDL interpretation:
    • <100 mg/dL = optimal
    • 100–129 = near/above optimal
    • 130–159 = borderline high
    • 160–189 = high
    • 190+ = very high
  • HDL: protective; <40 mg/dL (men), <50 mg/dL (women) = higher risk
  • Total cholesterol: <200 mg/dL normal, >240 mg/dL high risk
  • Fasting (12 hrs) preferred for accurate lipid/triglyceride testing
  • Lipid profile: measures total cholesterol, HDL, LDL, triglycerides
  • Triglycerides: related to caloric intake, high levels linked to heart disease and central obesity
  • CLIA-waived monitors (e.g., Cholestech LDX): fingerstick lipid panels, risk assessment

Thyroid hormone testing

  • Thyroid gland: produces T3 (triiodothyronine), T4 (thyroxine)
  • Regulates metabolism, growth, development
  • Controlled by TSH (pituitary) and TRH (hypothalamus)
  • CLIA-waived POCT: rapid TSH tests (elevated TSH = hypothyroidism)
  • Uses lateral flow immunoassay, fingerstick blood

Patient coaching

  • Validity depends on proper specimen collection and procedure
  • Provide clear, written instructions; answer patient questions
  • Refer to provider for questions beyond your scope

Legal and ethical issues

  • Stay current with lab technology and protocols
  • Accurate specimen collection and testing required
  • Maintain patient confidentiality and follow quality control

Patient-centered care

  • CMA role: perform CLIA-waived tests during routine visits
  • Benefits: saves time, quick results, immediate patient-provider discussion
  • Enhances patient convenience and engagement

Professional behaviors

  • Many CLIA-waived tests are simple, require minimal training
  • Three testing phases:
    • Preanalytic: supplies, patient ID, specimen collection
    • Analytic: follow manufacturer’s instructions, record results
    • Postanalytic: biohazard disposal, result routing
  • Medical assistants: organize, document, and record all tests in patient records

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Cholesterol, thyroid, and professional standards

Cholesterol testing

Cholesterol is a fatlike substance (lipid) present in cell membranes. It is needed to form bile acids, steroid hormones, the coverings of our nerves, and some of our brain tissue. Cholesterol travels in the blood as distinct particles containing both lipids and proteins. These particles are called lipoproteins. The cholesterol level in the blood is determined partly by inheritance and partly by acquired factors, such as diet, calorie and nutrient balance, and level of physical activity.

Patients often are confused by cholesterol testing. Cholesterol is often a catchall term for both the cholesterol a person eats and the cholesterol that is produced in the body. A high blood level of low-density lipoprotein (LDL) cholesterol reflects an increased risk of heart disease. LDL cholesterol is often referred to as “bad” or “lousy” cholesterol. Lower levels of LDL cholesterol reflect a lower risk of heart disease. When too much LDL cholesterol circulates in the blood, it can slowly build up in the walls of arteries that feed the heart and brain. Together with other substances, it can form plaque, a thick and sticky deposit that can clog arteries. This condition is known as atherosclerosis. If a blood clot (thrombus) forms at the site of plaque, blood flow can be blocked in the coronary arteries of the heart muscle, causing a heart attack. If a clot blocks blood flow to part of the brain, a stroke may result. LDL results are often interpreted as follows:

  • Under 100 mg/dL: optimal
  • 100-129 mg/dL: near or above optimal
  • 130-159 mg/dL: borderline high
  • 160-189 mg/dL: high
  • 190+ mg/dL: very high

About one-third to one-fourth of blood cholesterol is carried by high-density lipoprotein (HDL). HDL cholesterol is known as “good” or “healthy” cholesterol. High levels of HDL cholesterol seem to protect against heart attack. HDL can carry cholesterol away from the arteries and back to the liver. It is believed that cholesterol is removed from the lining of the arteries when high levels of HDL exist. Low levels of HDL cholesterol (i.e., lower than 40 mg/dL) may result in a greater risk of heart disease.

Adults older than 20 years of age should have a cholesterol test at least once every 5 years. Total cholesterol and the combination of LDL and HDL typically are screened and monitored. All three tests are considered screening tests, and elevated results require additional testing. In general, total cholesterol levels under 200 mg/dL are considered normal. Results over 240 mg/dL are considered elevated and may place a person in the high-risk category for coronary heart disease. An HDL cholesterol level of 40 mg/dL or higher is considered acceptable for men, and values of 50 or higher are acceptable for women. HDL levels below 40 mg/dL for men and below 50 mg/dL for women place a person at risk of coronary heart disease.

Although total cholesterol and HDL cholesterol levels are not significantly affected by food consumption, most providers prefer that patients fast from food and liquids, with the exception of water, for 12 hours before cholesterol levels are checked. If the total cholesterol is elevated, the provider is likely to order a lipid profile, which is a series of tests that measures the total cholesterol, HDL and LDL cholesterol levels, and triglyceride levels. Triglycerides are fat in the blood related to caloric intake. Therefore, the patient must be instructed to fast from all food and alcoholic beverages 12 hours before the triglyceride test or lipid profiles. Consistently high triglyceride levels may lead to heart disease, especially in people with low levels of “good” HDL cholesterol and high levels of “bad” LDL cholesterol and in people with diabetes type 2. Elevated levels of triglycerides are typically stored in belly fat and are associated with central obesity.

CLIA-waived cholesterol monitors can measure total cholesterol from a fingerstick specimen. The Cholestech LDX analyzer performs a lipid panel and provides a risk assessment using a capillary blood sample. This system uses a cassette testing device capable of measuring glucose, total cholesterol (TC), HDL, LDL, very-low-density lipoprotein (VLDL), triglycerides, and the TC/HDL ratio. It uses a combination of testing methods to detect the color changes caused by each of the lipid panel analytes.

Exam tip: A medical assistant may only perform CLIA-waived testing. The CLIA complexity category assigned to a test - not the equipment brand or how simple the test looks - defines that boundary. Moderate- and high-complexity testing, including confirmatory lipid and thyroid testing, falls outside the medical assistant’s scope.

Thyroid hormone testing

The thyroid gland is located anterior to the trachea in the throat. It produces the hormones triiodothyronine (T3) and thyroxine (T4). These hormones are essential for life and regulate body metabolism, growth, and development. The thyroid gland is influenced by hormones produced by two other glands found in the brain, the pituitary gland and the hypothalamus. The pituitary gland produces thyroid-stimulating hormone (TSH), and the hypothalamus produces thyrotropin-releasing hormone (TRH).

Definitions
Triiodothyronine (T3)
A thyroid hormone that, with T4, regulates body metabolism, growth, and development.
Thyroxine (T4)
The main thyroid hormone that, with T3, regulates body metabolism, growth, and development.
Thyroid-stimulating hormone (TSH)
A hormone from the pituitary gland that stimulates the thyroid to release T3 and T4; an elevated level signals hypothyroidism.
Thyrotropin-releasing hormone (TRH)
A hormone from the hypothalamus that prompts the pituitary to release TSH.

CLIA-waived rapid diagnostic tests are available to qualitatively measure TSH. These tests are available for point-of-care testing (POCT). Using whole blood from a fingerstick, CLIA-waived tests can screen patients for hypothyroidism, which is deficient activity of the thyroid gland. Hypothyroidism is indicated with elevated TSH levels. The tests use lateral flow immunoassay technology housed in a plastic cassette. One such commercially available test is the ThyroTest Whole Blood TSH Test.

Professional standards and patient-centered care

A laboratory test is only as valid as the specimen and the procedure performed on it. As the provider’s agent, you are responsible for that validity when you instruct the patient and when you perform the test. Be clear in your instructions, give written materials to reinforce them, and take the time to answer questions in a way the patient can understand. If the patient has questions you cannot answer, have the provider talk to the patient directly - clinical or diagnostic questions that exceed your training belong with the provider.

Patient confidentiality is paramount whenever testing is performed, as is strictly conforming to all established quality control procedures. You must also stay current with the rapid technologic advances in laboratory medicine and help establish a testing protocol that best suits your provider-employer.

CLIA-waived POL testing benefits patients directly. With a simple fingerstick, a patient can have tests such as a hemoglobin and hematocrit, protime, A1c, blood glucose, cholesterol, and ALT/AST completed during a routine visit, saving them the time and inconvenience of going to a different location. Because results are available quickly while the patient is still in the clinic, the provider can share them right away, which gives the patient a chance to ask questions and may improve compliance with the treatment plan.

Proper patient care demands attention to detail in all three areas of the testing process:

  • Preanalytic: Proper care of the testing supplies and equipment, and proper patient identification and specimen collection
  • Analytic: Running the tests according to the specific manufacturer’s instructions; recording and analyzing the controls and the patient results
  • Postanalytic: Proper disposal of biohazard supplies; routing of test results to the provider and patient

Medical assistants are involved in all three areas of testing. They are responsible for the organization and documentation of each performed test on the appropriate lab flow sheet and in the patient’s health record.

Key points

Cholesterol testing

  • Cholesterol: essential lipid, forms cell membranes, hormones, bile acids
  • Lipoproteins: LDL (“bad”), HDL (“good”), VLDL; measured in blood
  • LDL interpretation:
    • <100 mg/dL = optimal
    • 100–129 = near/above optimal
    • 130–159 = borderline high
    • 160–189 = high
    • 190+ = very high
  • HDL: protective; <40 mg/dL (men), <50 mg/dL (women) = higher risk
  • Total cholesterol: <200 mg/dL normal, >240 mg/dL high risk
  • Fasting (12 hrs) preferred for accurate lipid/triglyceride testing
  • Lipid profile: measures total cholesterol, HDL, LDL, triglycerides
  • Triglycerides: related to caloric intake, high levels linked to heart disease and central obesity
  • CLIA-waived monitors (e.g., Cholestech LDX): fingerstick lipid panels, risk assessment

Thyroid hormone testing

  • Thyroid gland: produces T3 (triiodothyronine), T4 (thyroxine)
  • Regulates metabolism, growth, development
  • Controlled by TSH (pituitary) and TRH (hypothalamus)
  • CLIA-waived POCT: rapid TSH tests (elevated TSH = hypothyroidism)
  • Uses lateral flow immunoassay, fingerstick blood

Patient coaching

  • Validity depends on proper specimen collection and procedure
  • Provide clear, written instructions; answer patient questions
  • Refer to provider for questions beyond your scope

Legal and ethical issues

  • Stay current with lab technology and protocols
  • Accurate specimen collection and testing required
  • Maintain patient confidentiality and follow quality control

Patient-centered care

  • CMA role: perform CLIA-waived tests during routine visits
  • Benefits: saves time, quick results, immediate patient-provider discussion
  • Enhances patient convenience and engagement

Professional behaviors

  • Many CLIA-waived tests are simple, require minimal training
  • Three testing phases:
    • Preanalytic: supplies, patient ID, specimen collection
    • Analytic: follow manufacturer’s instructions, record results
    • Postanalytic: biohazard disposal, result routing
  • Medical assistants: organize, document, and record all tests in patient records

More from Analysis of blood

  • Analysis of blood
  • Red blood cell analysis
  • White blood cells, platelets, and result interpretation
  • Hematology in the reference laboratory
  • Immunohematology and diabetes testing