Bleeding and Clotting Disorders Nursing CE Course for RNs and LPNs

tract for removal. Plasma accounts for about 55% of whole blood volume and comprises water (92%), with 8% of dissolved substances (solutes). Most of these dissolved solutes are plasma proteins, encompassing about 7% of the total plasma volume. These include albumin, immunoglobulins, and clotting factors. Electrolytes, nutrients, wastes, and other solutes make up the remaining 1%. The liver produces the majority of plasma proteins. Clotting factors function to stop bleeding from damaged vessels and promote coagulation (McCance & Heuther, 2019; Sved, 2019).

 

Physiologic Mechanisms of Blood Clotting (Coagulation)

Blood clotting, commonly called coagulation, is a vital mechanism that protects against blood loss due to bleeding. A complex interplay mediates the process between vascular mechanisms, enzymes, hormones, proteins, and cells. Hemostasis, or the cessation of bleeding, refers to the body's physiological response to stop bleeding from an injured blood vessel to prevent blood loss. The coagulation process is divided into two stages: primary hemostasis (which results in the formation of a weak platelet plug) and secondary hemostasis (which stabilizes the weak platelet plug, evolving into a secure and insoluble fibrin clot; Garmo et al., 2022; Norris, 2020). The defining components of each process are as follows:

1. Primary hemostasis:
   1. vascular spasm or vasoconstriction of the blood vessel,
   2. platelet adhesion,
   3. platelets activation (or secretion),
   4. platelet aggregation
2. Secondary hemostasis:
   1. activation of clotting factors,
   2. conversion of prothrombin to thrombin,
   3. conversion of fibrinogen to fibrin (Garmo et al., 2022)

Upon recognizing an injury, the blood vessel constricts (tightens) to reduce blood flow to the area to prevent further blood loss. The damaged endothelium synthesizes endothelin-1, a potent vasoconstrictor. Collagen and proteins, including von Willebrand factor (vWF), leak into the bloodstream. vWF is a protein and the primary mediating factor for platelet adhesion, acting like a glue that binds the platelets with enough strength to withstand stress and prevent detachment. Thromboxane A2, a potent vasoconstrictor, is formed during platelet activation; it functions as a stimulus for platelet aggregation and mediates the release of adenosine phosphate (ADP). Platelets bind mainly to collagen and exposed vWF in tissues at the damaged vessel site. When this happens, the initial platelets send signals into the bloodstream, calling more platelets to the injury site and inducing platelet activation. ADP is a platelet agonist that activates other platelets, directing more platelets to the injury area. ADP enables platelets to clump and change shape to increase their surface area. Platelets circulating in the blood travel to the injury site and adhere to the vessel walls, forming a temporary platelet plug. Calcium is released and attaches to the phospholipids (a main component of cellular membranes), which appear secondary to the platelet activation, offering a surface for various coagulation factors. Thrombin, formed during the coagulation cascade (which will be reviewed in the next section), is the most potent activator of platelets and is considered the key coagulation enzyme. Fibrinogen and platelets create a weak platelet plug that temporarily protects against further bleeding (Gross et al., 2018). Secondary hemostasis subsequently kicks in, and the clotting factors stabilize the platelet plug and convert it into a hard, insoluble fibrin clot (Garmo et al., 2022; Gross et al., 2018; Norris, 2020).

Figure 2

The Steps of the Coagulation Cascade

 

Clotting Factors

There are 12 clotting factors (F) labeled in Roman numerals (FI through FXIII), as outlined in Table 1. Of note, there is no clotting FVI. Clotting factors are proteins primarily secreted by the platelets and liver; they depend upon calcium ions (Ca2+) and vitamin K. Ca2+ is vital for accelerating blood clotting. Vitamin K is a naturally occurring fat-soluble vitamin synthesized by bacteria residing in the large intestine and is also consumed in the diet. Vitamin K assists with blood clotting, bone metabolism, and regulation of blood calcium levels and is required to produce prothrombin (FII). Therefore, vitamin K deficiencies can lead to bleeding and hemorrhage, bone mineralization, and osteoporosis. Ca2+, otherwise referred to as FIV, is derived from the breakdown of bone and is also acquired via the diet (McCance & Heuther, 2019; Norris, 2020).

Table 1

Clotting Factors

Factor	Common Name	Function
FI	Fibrinogen	assists with fibrin clot formation
FII	Prothrombin*	assists FVIIIa, FIXa, and FVa to form thrombin
FIII	Tissue Factor (TF)	assists FVII and FIV in activating FIX and FX
FIV	Ca2+	activates multiple clotting factors
FV	Proaccelerin (Labile Factor)	assists FVIIIa, FIxa, FXa, and FII in the formation of thrombin
FVII	Proconvertin (Stable Factor)*	assists TF and FIV in activating FIX and FX
FVIII	Antihemophilic Factor (AHF)	amplifies additional thrombin formation
FIX	Plasma Thromboplastin* Component (PTC) or Christmas Factor	assists FVa, FVIIIa, FXa, and II to form thrombin
FX	Stuart-Prower Factor* (thrombokinase)	assists FVIIIa, FIxa, FVa, and II to form thrombin
FXI	Plasma Thromboplastin Antecedent (PTA) or antihemophilic factor C	increases thrombin production inside fibrin clots through the intrinsic pathway; slows fibrinolysis
FXII	Hageman Factor (contact factor)	contact activator of the kinin system
FXIII	Fibrin Stabilizing Factor (FSF)	forms bonds between fibrin strands during secondary hemostasis

*Vitamin K required (Gross et al., 2018; Norris, 2020)

 

Coagulation Cascade

As Figure 2 demonstrates, the coagulation cascade is activated through two distinct yet interconnected pathways (intrinsic and extrinsic) that converge into the common pathway, leading to a fibrin clot formation. All three pathways are mediated by hormones, proteins, and clotting factors through a series of complex events. The ultimate goal of the coagulation cascade is to convert fibrinogen (F1), a soluble plasma protein, into fibrin, a non-soluble plasma protein (Gross et al., 2018; Norris, 2020). The following three essential steps can summarize the coagulation cascade:

1. extrinsic and intrinsic pathways form the enzyme prothrombinase
2. prothrombinase converts prothrombin to thrombin
3. thrombin converts fibrinogen into fibrin (Gross et al., 2018; Norris, 2020)

Extrinsic Pathway

Clotting factors involved in the extrinsic pathway include FVII and FIII. The beginning of the process of fibrin clot formation is carried out by the extrinsic pathway, activated in response to external tissue trauma, in which blood escapes from the vascular system. Once the damage is identified, TF (FIII), a cell membrane protein, is released from the damaged cells. TF binds with procovertin (FVII or stable factor), activating it into FVII_a, thereby initiating the clotting cascade. The extrinsic pathway is much quicker and less complex than the intrinsic pathway (Garmo et al., 2022; Gross et al., 2018).

Intrinsic Pathway 

Clotting factors in the intrinsic pathway include FXII, FXI, FIX, and FVIII. The intrinsic pathway is activated by trauma that begins inside the vascular system, prompted by internal damage to the vessel wall. FXII is activated into FXII_a when it comes in contact with the damaged endothelial collagen, thereby igniting the intrinsic pathway. This pathway is slower than the extrinsic pathway but is considered more important (Garmo et al., 2022; Gross et al., 2018).

Common Pathway

Clotting factors involved in the common pathway include FX, FV, FII, FI, and FXIII. The extrinsic and intrinsic pathways converge into the common pathway with the activation of FX into FX_a, which subsequently combines with FV_a and Ca2+ on phospholipid surfaces. This process activates FII into thrombin, which then activates FXIII_a. FXIII_a interacts with fibrin to form the stabilized clot (Garmo et al., 2022; Gross et al., 2018).

Antithrombotic Mechanisms

Parallel to the coagulation cascade, the body has an innate, highly regulated process for controlling and preventing abnormal blood clot development. Antithrombotic mechanisms are naturally occurring anticoagulants in the body. An anticoagulant refers to any substance that opposes coagulation. Coagulation is regulated by several antithrombotic mechanisms to preserve the fluidity of the blood and limit blood clotting to vascular injury sites so blood clots do not form under normal conditions. The endothelial cells provide several antithrombotic effects. They produce substances that inhibit platelet binding, secretion, and aggregation and generate anticoagulant factors such as tissue factor pathway inhibitor (TFPI) and antithrombin (AT). Various circulating plasma anticoagulants instinctively function to limit the coagulation process to the area of injury and to reestablish and maintain the patency of blood vessels. Endothelial cells also activate the fibrinolytic mechanisms by producing tissue plasminogen activator 1 (tPA) and plasminogen activator inhibitor. Further, basophils of the immune system also play a fundamental role in preventing blood clotting by releasing heparin, a short-acting anticoagulant that opposes prothrombin. Heparin is additionally found on the surfaces of cells lining the blood vessels and promotes blood fluidity (Garmo et al., 2022; Gross et al., 2018). The major physiologic antithrombotic pathways and their impact on the coagulation cascade are illustrated in Figure 3 (highlighted in red) and described below.

Figure 3

Coagulation Cascade with Antithrombotic Mechanisms 

 

Antithrombin

Previously referred to as antithrombin III, AT is the major inhibitor of thrombin and other clotting factors in the coagulation cascade. AT is activated by binding to heparin on endothelial cell surfaces. It binds to and inactivates FIXa, FXa, FXIa, and FXIIa, and opposes the conversion of prothrombin (FII) to thrombin in the common pathway. AT neutralizes thrombin and other activated clotting factors on the vascular surface (Garmo et al., 2022; Longo, 2019).

 

Protein C and Protein S

Proteins C and S (Protein C/S) are plasma proteins that regulate blood clot formation. Protein C inactivates clotting factors involved in the intrinsic pathway, which is a natural anticoagulant when activated by thrombin. Thrombin-induced activated protein C (APC) occurs on thrombomodulin, a transmembrane binding site for thrombin on the endothelial cell surface. APC subsequently inactivates FVa and FVIIIa, slowing down blood clot formation. Protein S exists in two forms; free and bound to another protein. As demonstrated in Figure 3, free protein S is a cofactor to protein C, accelerating the inactivation of FVa and FVIIIa (Garmo et al., 2022; Longo, 2019).

Tissue Factor Pathway Inhibitor

TFPI is generated primarily by endothelial cells and inhibits the TF/FVIIa/FXa complex, turning off the initiation of the coagulation cascade's extrinsic pathway. TFPI is bound to lipoprotein and can be released by heparin. It also circulates in small quantities in plasma in a free form, acting as a physiologically active anticoagulant (Garmo et al., 2022; Longo, 2019).

 

Fibrinolytic System

Any thrombin that evades the inhibitory effects of the body's natural anticoagulant system converts fibrinogen to fibrin. However, once the injured blood vessel heals, the clot must eventually be removed to reestablish normal blood flow and maintain the patency of the blood. Therefore, the fibrinolytic system and fibrinolysis process are activated to facilitate the breakdown and removal of these unwanted fibrin deposits. In addition to fibrin degradation, fibrinolysis regulates the abnormal development of blood clots and manipulates the extent of blood clot formation. Plasmin is the primary enzyme of the fibrinolytic system, functioning to digest fibrin into fibrin degradation products (FDPs). Plasmin is formed through a series of reactions, as demonstrated in Figure 4. tPA is released from endothelial cells and binds to the fibrin clot. Subsequently, inactivated plasminogen (an enzyme that degrades fibrin clots) is converted into active plasmin. The process of fibrinolysis can be primary or secondary. Primary fibrinolysis is the body's natural process of maintaining homeostasis, as described above. In contrast, secondary fibrinolysis refers to the dysfunctional breakdown of blood clots secondary to medical disorders, infections, or medications and can induce severe bleeding (Garmo et al., 2022; Leung, 2023b; Longo, 2019).

Figure 4

Fibrinolytic System

 

 

 

Thrombosis

Thrombosis is a pathologic process with an increased tendency to develop abnormal blood clots (thrombi) within uninjured blood vessels. A thrombus is a stationary clot attached to the vessel wall primarily composed of fibrin and other blood cells. The thrombus can grow large enough to reduce or obstruct blood flow within the vessel, depriving tissues and organs of vital nutrients and inducing tissue ischemia and hypoxia (Hinkle et al., 2021; Longo, 2019).

Virchow’s Triad

Rudolf Virchow, often referred to as the "father of modern pathology," is a 19th Century physician credited with identifying three significant predisposing abnormalities that can lead to the development of thrombosis. Branded "Virchow's triad," the three pathologic mechanisms influencing blood clot formation are listed below:

• damage to the blood vessel wall
• blood flow abnormalities
• hypercoagulability of the blood (Hinkle et al., 2021; McCance & Heuther, 2019)

 

Endothelial Injury

As described earlier, vascular endothelial injury under physiologic conditions leads to platelet activation and blood clot formation to prevent blood loss and restore the integrity of the vascular wall. However, when these mechanisms are impaired, or there is an underlying defect, pathologic consequences can ensue. Endothelial injury can be precipitated by numerous insults that extend beyond external tissue trauma, such as smoking, surgery, atherosclerotic disease, inflammation, or chronic elevations in blood pressure. Regardless of the precipitating event, normal blood flow is altered when the endothelium is injured, inducing "turbulence" within the vessel. Turbulence is the increased blood flow rate over the injured surface, generating disordered currents and increased friction within the vessel. Atherosclerotic plaques from hyperlipidemia commonly cause turbulent environments within blood vessels (Bauer & Lip, 2023b; Hinkle et al., 2021; McCance & Heuther, 2019).

Venous Stasis

Venous stasis refers to the loss of blood flow within the vessel. Blood pooling is a significant risk factor for thrombus formation, as, during venous stasis, platelets remain in contact with the endothelium for a prolonged period. During this time, clotting factors usually diluted with flowing blood become concentrated and potentially activated. The most common conditions predisposing patients to venous stasis include immobility, paralysis, venous insufficiency, varicose veins, obesity, heart failure, and low cardiac output (Bauer & Lip, 2023b; Hinkle et al., 2021; McCance & Heuther, 2019).

 

Hypercoagulability

Abnormalities within the coagulation cascade, fibrinolytic pathways, or platelet function contribute to hypercoagulability and subsequent thrombus formation. Hypercoagulability may result from genetic or acquired etiologies and is usually multifactorial, with lifestyle and environmental factors playing key roles. Hypercoagulability resulting from inherited defects includes Factor V Leiden (FVL), prothrombin mutation (G20210A), or deficiencies of the natural proteins that prevent clotting (described in the next section of this module). Some individuals may present with increased levels of certain clotting factors without any identifiable genetic mutation. The most common causes of acquired hypercoagulability include cancer, inflammation, immobility from paralysis or prolonged bed rest, surgery (especially the immediate postoperative period), pregnancy, and postpartum. Certain medications are known to increase the coagulability of the blood, such as oral contraceptives and hormone replacement therapy (Bauer & Lip, 2023b; Hinkle et al., 2021; McCance & Heuther, 2019). Additional risk factors for thrombus formation that extend beyond those identified within Virchow’s triad include the following:

• personal history of blood clots
• family history of blood clots (even without an identifiable inherited disorder)
• hypertension (high blood pressure)
• chronic inflammatory diseases
• diabetes
• obesity
• age (increased risk in people over the age of 60)
• presence of multiple concurrent risk factors (i.e., smoking cigarettes while taking oral contraceptive medications; Ashorobi et al., 2022; Bauer & Lip, 2023b; Hinkle et al., 2021; Longo, 2019)

Thrombosis can be provoked or unprovoked, which is essential for determining the duration of therapy. Unprovoked implies that no identifiable risk factor or underlying cause is evident or identifiable; a provoked thrombus is caused by a known event, such as surgery or prolonged immobility. Unprovoked events are considered more serious and require specific diagnostic workup and treatment, usually under the care of a hematologist (Lip and Hull, 2023a).

Arterial versus Venous Thrombosis

A thrombus can develop anywhere within the cardiovascular system, with the majority classified as venous (within a vein) or arterial (within an artery). Arteries are the blood vessels responsible for carrying oxygen-rich blood away from the heart to the body tissues, whereas veins are the blood vessels that carry blood back to the heart. Venous thrombosis is also called venous thromboembolism (VTE) and includes two major types; deep vein thrombosis (DVT) and superficial vein thrombosis (SVT). DVT is the most common type, arising in the large veins of a lower extremity. Arterial thrombi almost always arise from the heart (i.e., aorta, coronary arteries) but may also occur in the brain's cerebral arteries. Arterial thrombosis is commonly caused by arteriosclerosis, a condition in which a fatty substance called plaque builds up along the walls of arteries. This plaque formation hardens and narrows arteries, and the plaque can crack or rupture, attracting platelets and eventually leading to blood clots. While thrombi vary in shape and size, they all commonly retain an area of attachment to an underlying vessel or heart wall. The distinguishing features and characteristics of venous and arterial thrombi are outlined in Table 2 (Ashorobi et al., 2022; Moake, 2022c; National Heart, Lung, and Blood Institute [NHLBI], 2022c).

Table 2

Comparison of Venous and Arterial Thrombi

Venous Thrombosis	Arterial Thrombosis
More common than arterial thrombosis	Less common than venous thrombosis
Occurs in sites of venous stasis (slow-moving blood)	Begin at sites of endothelial injury or turbulence (rapid blood flow)
Tend to extend in the antegrade direction (direction of blood flow toward the heart)	Tend to grow in the retrograde direction (away from the heart) from the point of attachment
Mixed or red color Composed mostly of fibrin and more RBCs due to sluggish blood flow	Pale/white color Composed of mostly platelets with some fibrin, RBCs, and WBCs
Not firmly attached and prone to fragment (easily detach and embolize)	Firmly adhere to the injured endothelial wall; however, an embolus is possible

(Ashorobi et al., 2022; Hinkle et al., 2021; Longo, 2019)

 

Complications of Venous Thrombosis

Since thromboses can block the blood flow in both veins and arteries, complications depend on the clot's location. The most serious and dangerous type of VTE is a pulmonary embolism (PE), or a blood clot within the lung. A thrombus detaches from the vessel wall and circulates within the bloodstream, causing a sudden blockage of a vessel called an embolism. As demonstrated in Figure 5, PE is most commonly caused by DVT, as a piece of the blood clot within the extremity breaks off, travels through the veins, and becomes lodged in the lung's blood vessels. A PE can completely obstruct blood flow and induce sudden death in some patients. It can also cause hypoxia or low oxygen levels in the blood, leading to permanent lung damage or damage to other organs due to insufficient oxygen (Ashorbi et al., 2022; Hinkle et al., 2021; McCance & Heuther, 2019).

 

Figure 5

Deep Vein Thrombosis with Embolus Development

VTE can also lead to serious long-term complications, including post-thrombotic syndrome (PTS), which is the most common complication of a DVT. PTS causes chronic pain and swelling in the affected extremity and, in severe cases, can lead to venous ulcers. Less commonly, some patients can develop chronic thromboembolic pulmonary hypertension (CTEPH), in which abnormally high blood pressure in the arteries of the lungs causes the right side of the heart to work harder than normal, leading to heart failure (Ashorbi et al., 2022; Hinkle et al., 2021; McCance & Heuther, 2019).

Complications of Arterial Thrombosis

Arterial thrombosis and emboli can cause tissues to become starved of blood and oxygen, leading to necrosis and infarction of vital tissue and organs (i.e., heart, brain, kidney, spleen). As shown in Figure 6, coronary thrombosis is a blockage within an artery of the heart and causes a myocardial infarction (MI) or heart attack (Ashorbi et al., 2022; Hinkle et al., 2021; McCance & Heuther, 2019).

 

Figure 6

Coronary Thrombosis Inducing a Myocardial Infarction

(NHLBI, 2013b)

Arterial thrombosis can also cause an ischemic stroke, which occurs when cerebral blood flow is reduced to critical levels or stopped altogether, as demonstrated in Figure 7. An ischemic stroke can either be caused by a thrombus that originates within an artery that supplies blood to the brain or an embolus that becomes lodged in and blocks an artery that supplies blood to the brain. In both types of ischemic stroke, the plaque or clot keeps oxygen-rich blood from getting to a portion of the brain, and neurons deprived of oxygen will die within minutes (NHLBI, 2022b).

 

Figure 7

Embolic Stroke

(NHLBI, 2013c)

Ischemic stroke is most commonly caused by atherosclerosis but can also be due to atrial fibrillation (Afib), a type of cardiac arrhythmia. Afib is characterized by an irregular rhythm in which blood is not appropriately pumped out of the heart, leading to periods of blood pooling within the heart's atrium. Afib increases the risk of embolic stroke if a blood clot forms there, is expelled, and travels up to the brain, as shown in Figure 8 (McCance & Heuther, 2019; NHLBI, 2022b).

Figure 8

Atrial Fibrillation-Induced Embolic Stroke

(NHLBI, 2013a)

Arterial emboli can also occur in the periphery, such as the legs and feet, reducing blood flow or causing acute ischemia of the lower limbs. Arterial emboli can occur in one of two ways; from arterial embolism or an arterial thrombus induced by an atherosclerotic artery (atheroembolism) within the extremity. When emboli originate in the heart, over 70% will obstruct the lower limbs. The femoral artery at the femoral bifurcation is the most common site affected, accounting for 35% to 50% of all cases. Other lower extremity arteries commonly affected include the popliteal and iliac. Complete obstruction of blood flow can lead to gangrene, in which the extremity becomes cold and painful and eventually turns black from necrosis or cell death. In these cases, patients usually require amputation (Braun, 2021; Casas, 2019).

Signs and Symptoms of Thrombosis

Since thrombosis can lead to significant morbidity and mortality, resulting in serious and life-threatening consequences, early identification and intervention are essential. The nurse should be well-versed in the most common signs and symptoms, which can vary depending on the location within the body affected. The most common signs and symptoms according to the affected body part are outlined below in Table 3.

 

Table 3

Common Signs and Symptoms of Thrombosis

Diagnosis	Affected Body Part	Symptoms
DVT	Extremity (arm or leg)	Localized swelling (usually unilateral) Warmth Redness/erythema or bluish skin discoloration Pain or soreness
PE	Lung	Shortness of breath Cough, sometimes bloody sputum Difficulty breathing Rapid heart rate (tachycardia) Dizziness or fainting Sharp or stabbing chest pains Presenting manifestation can be sudden death
Coronary thrombosis	Heart	Shortness of breath Chest pains that may extend down the left arm Diaphoresis Nausea Dizziness Fainting
Stroke	Brain	Speech impairment Confusion Dizziness Seizures Visual changes Weakness Altered sensation on one side of the body Loss of balance or coordination Loss of consciousness
Arterial Embolism of Lower Limb	Lower extremity	Acute pain of sudden onset in leg/foot Cyanosis Paresthesia Paralysis Coldness and pallor of extremity (early), then turns black from necrosis (late) Absent pulses distal to the site of occlusion Gangrene

(Casas, 2019; Centers for Disease Control and Prevention [CDC], 2023a; Longo, 2019; McCance & Heuther, 2019)

Diagnostic Approach to the Patient with Thrombosis

The diagnostic approach for patients with suspected thrombosis is based on their presenting signs and symptoms. If an arterial thrombosis or PE is suspected, the diagnostic workup is emergent, critical, and potentially lifesaving. It should be geared toward appropriately managing the suspected condition (i.e., stroke or MI) to reduce morbidity and mortality and improve clinical outcomes. The diagnostic approach to the patient presenting with clinical suspicion of thrombosis is beyond this module's scope or intent. However, for information regarding the diagnostic workup for these conditions, please refer to the following NursingCE.com courses:

• The Diagnosis, Management, and Rehabilitation of the Acute Stroke Patient
• Venous Thromboembolism 
• Acute Myocardial Infarction

Nurses should consider predisposing factors to thrombosis. Some of these factors may be clinically obvious (e.g., prolonged immobilization, recent surgery or trauma, generalized atherosclerosis, cancer), while others require further evaluation (Moake, 2022c). A more in-depth evaluation is required for patients with no readily apparent predisposing factors who meet the following criteria:

• more than one episode of venous thrombosis
• unusual sites of venous thrombosis (i.e., mesenteric veins, cavernous sinus)
• family history of venous thrombosis
• venous or arterial thrombosis before age 50 (Moake, 2022c)

Since 50% of spontaneous DVTs have a genetic predisposition, further laboratory testing should be conducted, including the following:

• clotting assay for resistance to activated protein C
• clotting assay for lupus anticoagulant
• genetic test for prothrombin gene mutation (G20210A)
• genetic test for FVL
• measurement of plasma homocysteine levels
• antigenic assays of total and free proteins S
• immunoassays for antiphospholipid antibodies
• functional assay for proteins C and S
• functional assay for AT (Moake, 2022c)

Pharmacological Therapy for Thrombosis

Once a thrombosis has been diagnosed, anticoagulation is the mainstay treatment for managing and preventing blood clots. Anticoagulants, commonly referred to as "blood thinners," function to reduce the risk of morbidity and mortality associated with thrombotic events by helping to prevent or dissolve existing blood clots, as well as slow down the body's process of generating new blood clots (Witt et al., 2018).

Monitoring and Safeguarding Patients from Adverse Events

While anticoagulation therapy can be lifesaving for many patients, it can pose serious risks for life-threatening bleeding events. The American Society of Hematology (ASH; 2018) advises clinicians to understand anticoagulation therapy principles, including the clinical implications of routine laboratory monitoring, to ensure an optimal balance between its therapeutic properties and risks for serious bleeding. The most common indicator for evaluating a patient's risk for bleeding is through a series of laboratory tests, which may be referred to as the coagulation profile, as shown in Table 4 (Witt et al., 2018).

Table 4

Coagulation Profile 

Test	Reference Range
Prothrombin time (PT)	11 to 13 seconds
International normalized ratio (INR)	0.8 to 1.1
Activated partial thromboplastin time (aPTT)	25 to 35 seconds
Platelets	150,000 to 450,000/μL
Fibrinogen, plasma	200 to 400 mg/dL (2.0 to 4.0 g/L)
D-dimer	˂0.5 μg/mL

(American Board of Internal Medicine [ABIM], 2023)

One of the most common reasons for performing PT/INR testing is to monitor warfarin (Coumadin) levels. Higher than normal PT/INR levels indicate a higher risk for bleeding due to the body's impaired ability to clot. While on warfarin (Coumadin), the PT/INR must remain under the therapeutic thresholds; otherwise, the risk of bleeding increases. The aPTT test is commonly performed alongside the PT/INR when evaluating patients with suspected bleeding or blood clotting disorders. While the PT test assesses how well all coagulation factors in the extrinsic and common pathways of the coagulation cascade are functioning collectively, the aPTT evaluates the clotting factors within the intrinsic and common pathways. Therefore, the functioning of the extrinsic pathway is best monitored using the PT/INR test, whereas the intrinsic and common pathways are represented by the PTT/aPTT test (American Association for Clinical Chemistry [AACC], 2021).

Fibrinogen can be measured in two ways (AACC, 2022b):

• A fibrinogen antigen test measures the amount of fibrinogen in the blood, as shown in Table 4, or
• A fibrinogen activity test, done less commonly, evaluates how well fibrinogen functions in helping to form a blood clot.

D-dimer is a protein fragment produced when the body forms or breaks down blood clots. Under physiologic conditions, the D-dimer level is usually undetectable or very low; the levels can increase when there is significant formation and breakdown of fibrin clots in the body. Therefore, the D-dimer test measures the amount of the substance released into the bloodstream when fibrin proteins in a blood clot dissolve. The D-dimer test is commonly used as a screening test for VTEs, as a negative (low or undetectable) D-dimer test indicates that it is highly unlikely that a thrombus is present. However, the test is not specific, as a positive D-dimer test (elevated levels) cannot definitively predict whether or not a clot is present. While a positive D-dimer can indicate an abnormally high level of fibrin degradation products, raising clinical suspicion for a thrombus formation or breakdown in the body, it does not tell the location or etiology (AACC, 2022a; Bounds & Kok, 2022).

The ASH 2018 guidelines for diagnosing VTE were reviewed in 2022, and no changes were made. The guidelines warn about the high rate of false-positive results with D-dimer testing, especially in certain patient populations such as post-surgical or pregnant patients. The guidelines recommend starting with a D-dimer to exclude a PE for patients with a low or intermediate pretest probability (PTP), followed by a ventilation-perfusion (VQ) scan or computed tomography pulmonary angiography (CTPA) for patients requiring additional testing. A positive D-dimer alone should not be used to diagnose a PE; additional VQ scan or CTPA testing should be done. For patients with a high PTP, a D-dimer alone should not be used to diagnose PE. Similarly, the ASH guidelines recommend against using a D-dimer alone to diagnose a DVT in patients with low, intermediate, or high PTP. A proximal or whole-leg ultrasound is recommended for these patients to confirm a DVT diagnosis (Lim et al., 2018).

 

Patient Education

Due to the risk of adverse bleeding events while on anticoagulation therapy, all patients on anticoagulants should receive supplementary education that begins before prescribing anticoagulation therapy and continues on an ongoing basis throughout treatment. Clinicians are responsible for ensuring that patients are extensively counseled about the potential risk of bleeding events while taking these high-risk medications. Patients should be provided with information regarding the major complications of anticoagulation therapy and the importance of monitoring for and reporting any adverse effects. The major complications include blood clotting due to under-dosing (or subtherapeutic dosing) or bleeding due to excessive anticoagulation. The most serious bleeding includes gastrointestinal and intracerebral bleeds, although excessive bleeding can occur in any area (Patel et al., 2023; Witt et al., 2018). Patients taking warfarin (Coumadin) should be advised to monitor for signs of abnormal bleeding while on anticoagulation therapy and to seek medical attention for any of the following:

• fall or head injury
• headache that is more severe than usual, confusion, weakness, or numbness, which can be signs of signal intracerebral bleeding
• hemoptysis
• hematemesis
• bleeding that will not stop (Patel et al., 2023; Witt et al., 2018)

Type and Duration of Anticoagulation Therapy

The choice of anticoagulant therapy is based on several factors, including the severity of thrombosis or thrombophilia disorder, patient and clinician preference, adherence to therapy, and potential drug and dietary interactions. The 2018 ASH guidelines do not specify which medication is preferred for VTE treatment but instead, guide the use of the different groups of medications and their clinical considerations. The reversal of each anticoagulant and management of bleeding is also specific to each type of therapy. The duration of anticoagulant therapy depends upon the etiology of the condition, if the thrombotic event was provoked or unprovoked, specific patient clinical risk factors, and the presence of any comorbid conditions. However, interruptions in anticoagulation therapy in the first three months should be minimized because of the high recurrence rate (Hull et al., 2023; Witt et al., 2018).

Anticoagulation therapy is complex, with many benefits and associated risks, including life-threatening bleeding complications. Benefits of treatment include prevention of clot extension, fatal PE in the setting of an acute illness, recurrent VTE, hemodynamic collapse, and even death. Surgical patients who develop a postoperative VTE are considered low risk (< 1% after one year, 3% after five years) for recurrence. Patients with VTE not related to surgery but instead associated with pregnancy, prolonged immobility, or exogenous estrogen therapy are considered at intermediate risk for recurrence (5% after one year, 15% after five years). Anticoagulation is generally recommended for at least three months in patients with VTE., including low- and intermediate-risk patients. Patients who have endured their first provoked DVT will likely be treated with anticoagulation for at least three months or until the risk has resolved. The risk for recurrence is higher for high-risk patients (those with unprovoked or cancer-related VTE). Cancer patients have a 15% recurrence rate and should be treated until cured and for at least six months. Patients with unprovoked VTE have a 10% risk of recurrence after one year and 30% after five years. They should be treated indefinitely if their bleeding risk is low to intermediate or for three to six months if they are at high-risk for bleeding. Men are at twice the risk for recurrence compared to women. Most experts and clinical guidelines support continuing chronic anticoagulation therapy for patients with two or more VTE episodes or if a risk factor for clotting persists (Hull et al., 2023; Tritschler et al., 2018).

In patients on anticoagulation therapy for arterial clots, the duration of therapy is more complex and depends upon the clinical circumstances and the patient's underlying risk factors. For example, patients with an acute arterial embolism to the lower extremities should have systemic anticoagulation initiated as soon as the clinical diagnosis is made. Most anticoagulation therapies for arterial thrombosis are continued for significantly longer durations, such as two to five years or indefinitely. Some patients may be prescribed chronic oral anticoagulation, followed by lifelong aspirin [acetylsalicylic acid (ASA)] therapy. However, these guidelines are more fluid and less finite than those available for VTEs (Braun, 2021; Fredenburgh et al., 2017).

Treatment of inherited thrombophilia disorders varies widely and is usually based on the patient's medical history and clinical manifestations. The presence of inherited thrombophilia (i.e., FVL), who have never developed an abnormal blood clot, are not routinely or prophylactically treated with anticoagulant therapy across most of these conditions. However, those with a prior blood clot are usually prescribed anticoagulant therapy, with the average treatment lasting three to six months. The decision to continue anticoagulation therapy beyond this timeframe or indefinitely depends on whether the thrombosis was provoked or unprovoked and other clinical risk factors. For most patients, lifelong treatment with anticoagulant therapy is generally not advised unless there are other critical risk factors. For example, the risk of recurrence is much higher in patients with VTE that is unprovoked, life-threatening, at an unusual site, and more than one episode of VTE (Middeldorp, 2023; Moake, 2022b).

Vitamin K Antagonists (VKA). VKAs are the oldest class of oral anticoagulants and have a variety of medical indications beyond the treatment and prevention of VTEs, such as Afib, ischemic stroke, acute MI, patients with mechanical prosthetic cardiac valves, and patients undergoing orthopedic surgery. VKAs are also used as prophylaxis for VTE in high-risk patients, such as those with embolic peripheral and arterial disease. VKAs prevent coagulation by suppressing the synthesis of vitamin K-dependent factors. In other words, they act as antagonists to vitamin K, impairing the liver's ability to process vitamin K into clotting factors, thereby curbing blood clotting. The goal of VKA therapy is to decrease the clotting tendency of blood but not to prevent clotting entirely. The use of VKAs is challenging because their therapeutic range is narrow, and dosing can be affected by many factors, including medications and dietary intake. There are several types of VKAs, such as warfarin (Coumadin), acenocoumarol (Ascumar), phenprocoumon (Marcoumar), and coumatetralyl (Racumin). However, warfarin (Coumadin) is the most well-known and widely used oral VKA anticoagulant in the US and will be the focus of discussion within this section (Hull et al., 2023; Tritschler et al., 2018).

Patients prescribed warfarin (Coumadin) require ongoing monitoring for therapeutic levels of the drug as vitamin K is found in many foods, such as green leafy vegetables and certain oils. If the consumption of vitamin K-rich foods increases, the patient will require a higher warfarin (Coumadin) dose to maintain therapeutic levels. Similarly, the contrary is also true; with a reduced intake of foods rich in vitamin K, the warfarin (Coumadin) dose may need to be reduced to prevent bleeding. Therefore, patients should be advised to maintain a balanced diet with consistent vitamin K intake. Similarly, if patients skip a dose (or take an extra dose) of warfarin (Coumadin), the warfarin (Coumadin) level may be altered for several days, as both vitamin K and warfarin (Coumadin) levels rise gradually. In addition, there are several other special considerations regarding dietary and medication interactions while on warfarin (Coumadin) therapy. Various medications, dietary supplements, and herbal preparations can interfere with the metabolism of warfarin (Coumadin), leading to an increased risk for bleeding or reduced efficacy of the medication, thereby increasing the risk for blood clot formation. Therefore, patients must be counseled on the importance of reporting new medications or dietary preparations before starting them to ensure no potential interactions (Hull et al., 2023). Some of the most common interactions include nonsteroidal anti-inflammatories (NSAIDs) such as ibuprofen (Motrin), antacids, laxatives, and numerous types of antibiotics. Aside from vitamin K, other foods and drinks that can potentially interact with warfarin (Coumadin) include the following:

• cranberries or cranberry juice
• grapefruit or grapefruit juice
• alcohol
• black licorice (Hull et al., 2023)

Before initiating warfarin (Coumadin), baseline testing is completed, including PT, INR, and aPTT. In addition, a complete blood count (CBC) is done to identify thrombocytopenia, serum creatinine to estimate glomerular filtration rate (GFR), and liver function tests to identify any alterations in metabolism. The frequency of INR monitoring is fluid and depends on the patient, their clinical risk factors, the reason for VKA therapy, and the patient’s comorbid conditions. The target INR for patients with VTE is usually between 2 and 3, except in patients who develop recurrent VTE while on VKA or direct oral anticoagulant (DOAC) therapy; in this instance, the target INR is 3.5. Patients receiving warfarin (Coumadin) for VTE treatment will require INR monitoring every four weeks or less initially and 6 to 12 weeks once stable INR control has been obtained. Some patients receiving maintenance VKA therapy can use patient self-testing (PST) of INR with home point-of-care monitoring if they have demonstrated competency to perform and afford this (Hull et al., 2023; Tritschler et al., 2018; Witt et al., 2018).

As with most medications and medical treatments, complications may arise with anticoagulant medications, and the primary potential complication is bleeding for anticoagulant therapy. In patients on VKA, this may present as an unsafe/highly elevated INR (above 4.5), leading to dangerous bleeding. In the case of life-threatening bleeding, 4-factor prothrombin complex concentrate (PCCS) [Kcentra] with phytonadione (vitamin K1) 5 to 10 mg should be administered by slow intravenous (IV) injection (Hull et al., 2023; Witt et al., 2018). PCCS (Kcentra) is FDA-approved for the urgent reversal of acquired coagulation factor deficiency induced by VKA therapy in adult patients with major bleeding. Available as a single-use injection, dosing is based on the INR value and the patient's body weight. Vitamin K should be administered concurrently with PCCS (Kcentra) to maintain therapeutic factor levels once the effects of PCCS (Kcentra) have diminished. Since PCCS (Kcentra) is generated from human blood, it carries a risk of transmitting infectious agents, particularly human viruses, and hypersensitivity reactions. The most common adverse reactions include headache, nausea, vomiting, arthralgia, hypotension, and rarely thromboembolic events, including stroke, PE, and DVT (FDA, 2023).

Direct Oral Anticoagulants. DOACs are a relatively novel anticoagulation therapy group that is as safe and effective as VKAs across randomized clinical trials for managing VTE. They are also approved for patients at risk for thromboembolic complications, such as ischemic stroke, and prophylaxis and treatment of DVT and PE. DOACs work by directly inhibiting specific proteins within the clotting cascade. Compared to warfarin (Coumadin), DOACs have fewer drug interactions and produce a more predictable, less labile anticoagulant effect. However, DOACs differ in their reliance on the kidneys for elimination and frequency of administration. Oral agents are typically preferred compared to parenteral agents. However, limited data are available to guide clinical decision-making about the best approach to reverse the anticoagulant effects of DOACs (American Society of Health-System Pharmacists [ASHP], n.d.; Hull et al., 2023).

DOACs are classified into two basic categories; direct thrombin inhibitors and factor Xa inhibitors. Dabigatran (Pradaxa) is a direct thrombin inhibitor that exerts its anticoagulant effects by binding directly to thrombin, thereby inhibiting soluble and fibrin-bound thrombin. Since thrombin enables the conversion of fibrinogen into fibrin during the coagulation cascade, its inhibition prevents thrombus development. Rivaroxaban (Xarelto), apixaban (Eliquis), and edoxaban (Savaysa) are direct factor Xa inhibitors, which work by selectively and reversibly blocking the activity of FXa, thereby preventing clot formation. They affect FXa presence within the bloodstream and a preexisting clot but do not affect platelet aggregation. Numerous guidelines recommend using DOACs over other medications as they are non-inferior in terms of efficacy with an improved safety profile based on a reduced risk of major bleeding compared to warfarin (Coumadin). They also carry the added advantage of a rapid onset of action and a predictable pharmacokinetic profile, which negates the need for monitoring and dose adjustments. If using dabigatran (Pradaxa), they recommend using low molecular weight heparin (LMWH) for at least five days first, whereas rivaroxaban (Xarelto) and apixaban (Eliquis) do not require antecedent treatment with LMWH (Kearon et al., 2016; Konstantinides & Meyer, 2019; Steven et al., 2021; Tritschler et al., 2018).

With direct factor Xa inhibitors, no monitoring is required to ensure therapeutic drug levels. Common adverse effects of direct factor Xa inhibitors include nausea, bruising, and anemia. Less commonly, patients can experience hypotension, thrombocytopenia, or skin rash. With dabigatran (Pradaxa), similar to direct factor Xa inhibitors, no monitoring is required to ensure therapeutic levels. The most common adverse effects include nausea, dyspepsia, diarrhea, abdominal pain, anemia, and hemorrhage. Less commonly, patients can develop gastrointestinal ulcers, gastroesophageal reflux disease (GERD), esophagitis, and thrombocytopenia (Hull et al., 2023; Witt et al., 2018).

Currently, idarucizumab (Praxbind) is the only antidote approved by the FDA to reverse the anticoagulant effects of dabigatran (Pradaxa); however, it does not reverse the anticoagulant effects of other DOACs. Idarucizumab (Praxbind) is a fully-humanized monoclonal antibody fragment that binds specifically to dabigatran (Pradaxa) to inhibit its anticoagulant effects. It does not independently cause hemostasis and is incapable of activating clotting; despite having structural features similar to thrombin, it is ineffective for reversing other DOACs (ASHP, n.d.).

For patients on a DOAC other than dabigatran (Pradaxa) who endure acute, severe, and potentially life-threatening bleeding complications, the ASH recommends stopping the anticoagulant medication and administering 4-factor PCCS (Kcentra) or coagulation factor Xa (recombinant), inactivated-zhzo (andexanet alpha or Andexxa) if on rivaroxaban (Xarelto), edoxaban (Savaysa), or apixaban (Eliquis). In contrast, the ACCP/ESC guidelines state that andexanet alpha (Andexxa) should be used to reverse apixaban (Eliquis) or rivaroxaban (Xarelto) in cases of life-threatening bleeding but do not mention its use for patients taking edoxaban (Savaysa). In most cases of mild-to-moderate bleeding that is not life-threatening, clinicians will stop the DOAC and monitor patients closely. The guidelines suggest restarting oral anticoagulants within 90 days of major bleeding for patients with a moderate to high risk of recurrent VTE and a low to moderate risk of recurrent bleeding (Hull et al., 2023; Tritschler et al., 2018; Witt et al., 2018).

Parenteral Direct Thrombin Inhibitors. In addition to the oral agent dabigatran (Pradaxa), there are a few IV direct thrombin inhibitors that have primarily been developed and evaluated for the treatment of heparin-induced thrombocytopenia (HIT), acute coronary syndrome (ACS), and the management of VTE. These agents include argatroban (Acova), bivalirudin (Angiomax), and lepirudin (Refludan). However, lepirudin (Refludan) was discontinued by the manufacturer in 2012. Argatroban (Acova) is administered via continuous IV infusion because it has limited bioavailability (terminal elimination half-life of 40 to 50 minutes). It is hepatically cleared and should be avoided in patients with underlying hepatic dysfunction and impairment (or with dosing adjustments). Bivalirudin (Angiomax) is administered as an IV bolus or by continuous infusion (half-life is 25 minutes), and dosing does not require adjustment in patients with hepatic impairment (Leung, 2023a).

Unfractionated Heparin. Unfractionated Heparin (UFH) is a rapidly acting anticoagulant agent that collaborates with AT to block clot formation. UFH binds to AT and enhances its ability to inhibit FXa and FIIa quickly. While UFH does not break down clots, it functions to prevent new ones from forming, allowing the body to dissolve any existing thrombi gradually. UFH is administered via subcutaneous injection or as a continuous IV infusion. Dosing is determined by body weight, and patients require frequent monitoring while on treatment with UFH to ensure appropriate dosing and safety. The primary advantages of UFH include its rapid onset and relatively rapid termination following discontinuation of the medication. It is the preferred treatment for patients at heightened risk for bleeding due to its short half-life and reversibility. While the definitive half-life of UFH depends on the dose, the average half-life is about 30 to 90 minutes in most healthy adults (Hull et al., 2023; Lip & Hull, 2023b; Longo, 2019).

Protamine sulfate (Prosulf) is commonly used to reverse the anticoagulation effect of UFH. In patients taking UFH who develop life-threatening bleeding, the ASH recommends stopping the anticoagulant and administering protamine (Prosulf). One milligram (mg) of protamine sulfate will neutralize approximately 100 units of UFH. However, since the half-life of heparin is relatively short, the timing of protamine (Prosulf) administration depends on the timing of the most recent UFH exposure. As more time passes from the most recent UFH exposure, less protamine (Prosulf) is required to reverse its anticoagulant effects. Aside from uncontrolled bleeding events, additional potential side effects of UFH include redness and irritation at the injection site, elevations in liver enzymes, reduced bone strength, and HIT. HIT is a potentially life-threatening disorder that occurs in response to the administration of UFH and will be described in greater detail within the section on blood clotting disorders (Kantorovich, n.d..; Witt et al., 2018).

Low Molecular Weight Heparin. LMWHs are subcutaneous injections that work by inhibiting thrombin and factor Xa. Some of the most common LMWH agents include dalteparin (Fragmin), enoxaparin (Lovenox), nadroparin (Fraxiparin), and tinzaparin (Innohep). LMWHs are generally preferred over UFH or DOACs for the initial treatment of acute VTE because of their once-daily dosing regimen and reduced rate of complications. LMWHs are dosed based on the patient's body weight. For patients on LMWH who develop life-threatening bleeding, the ASH recommends stopping the anticoagulant and administering protamine (Prosulf; Schunemann et al., 2018; Witt et al., 2018). HCPs will check the patient’s platelet count regularly (i.e., on days 5 and 9) for all patients receiving LMWH to detect potential HIT (Pai & Douketis, 2023).

Fondaparinux (Arixtra) is a factor Xa inhibitor chemically related to LMWHs; it is more effective than LMWH in most studies but has an increased risk of bleeding. It works as a synthetic selective factor Xa inhibitor and is most commonly used to manage superficial thrombophlebitis, which can progress to a VTE if left untreated. Many clinicians believe they should be treated to avoid progression. For patients who refuse or cannot take parenteral anticoagulation, rivaroxaban (Xarelto) 10 mg daily is recommended (Nisio et al., 2018; Stevens et al., 2021).

Transitioning Between Anticoagulants

The need to transition patients between anticoagulation therapy is a common occurrence clinicians routinely face. There are specific considerations when transitioning between anticoagulant agents, and the guidelines on this topic are constantly changing. It is recommended that interruptions in anticoagulation therapy be limited in the first three months because switching medications can increase the risk of bleeding or recurrent clots. When transitioning from a DOAC to a VKA, the ASH guidelines recommend overlapping therapies until the INR is within the therapeutic range. Bridging therapy using LMWH or UFH is no longer considered standard practice. Clinicians will measure the INR immediately before the next DOAC dose when overlapping therapy (Hull & Lip, 2023; Witt et al., 2018).

Inheritance Patterns of Disease

It is essential to establish a basic understanding of the inheritance patterns of these genetic defects to understand inherited disorders. Heterozygous is the term used to describe patients with a mutation in only one copy of the gene. In contrast, homozygous describes a patient who has inherited a mutation in both gene copies (NIH, 2021; Padiath, 2023).

Autosomal Dominant (AD)

In AD conditions, the abnormal gene is dominant and located on one of the chromosomes. The term 'dominant' means that the patient only needs one mutated gene copy to be affected by the disorder. In some cases, an affected person inherits the condition from an affected parent. In other cases, the condition may develop from a new gene mutation, which occurs randomly in people with no history of the disorder in their family. As demonstrated in Figure 9 (left side), a person with an AD disorder has a 50% chance of having an affected child with one abnormal gene and a 50% chance of having an unaffected child with two normal genes (NIH, 2021; Padiath, 2023).

Autosomal Recessive (AR)

In conditions that are AR, one abnormal gene must be inherited from each parent, as the patient requires two copies of the mutation to be affected by the disease. A carrier of the condition has one abnormal gene (recessive) and one normal gene (dominant) but is unaffected by the disorder. Therefore, as demonstrated in Figure 9 (right side), two carriers have a 25% chance of having an unaffected child with two normal genes, a 50% chance of having a child who is an unaffected carrier, and a 25% chance of having a child with two recessive genes affected by the disorder. AR disorders are not usually seen in every generation of an affected family (NIH, 2021; Padiath, 2023).

Figure 9

Autosomal Dominant (top) vs. Autosomal Recessive (bottom) Disease Inheritance

X-linked Dominant

X-linked dominant disorders are caused by mutations in genes on the X chromosome, one of the two sex chromosomes in each cell. Females have two X chromosomes, but a mutation in one of the two copies of the gene in each cell is sufficient to cause the disorder. Since males only have one X chromosome, a mutation in that copy of the gene causes the condition. While a single copy of the mutation causes the disease in males and females, males generally experience more severe symptoms than females, and some are lethal in male embryos. A characteristic trait of X-linked inheritance is that there is no male-to-male transmission; fathers cannot pass the X-linked traits to their sons since fathers only pass on their Y chromosome to their sons and their X chromosome to their daughters. As demonstrated in Figure 10, the sons of a male with an X-linked dominant disorder will not be affected, whereas 100% of his daughters will inherit the condition. The mother passes one of her X chromosomes to each child. Therefore, a woman with an X-linked dominant disorder has a 50% chance of having an affected daughter or son with each pregnancy (NIH, 2021; Padiath, 2023).

Figure 10

X-linked Dominant Disease Inheritance

X-linked Recessive

Genetic mutations on the X chromosome also cause X-linked recessive disorders. In males, one altered gene copy in each cell is sufficient to cause the condition; in females, a mutation would have to occur in both copies of the gene to cause the disorder. Since females are unlikely to acquire two altered copies of the gene, males are much more likely to be affected by X-linked recessive disorders than females. As demonstrated in Figure 11, the sons of a man with an X-linked recessive disorder will not be affected, while all of his daughters will carry one copy of the mutated gene. A woman with an X-linked recessive disorder has a 50% chance of having sons affected by the condition and a 50% chance of having daughters who carry one copy of the mutated gene (NIH, 2021; Padiath, 2023). 

Figure 11

X-linked Recessive Disorder Inheritance

Clinical Approach to the Patient with Bleeding and Clotting Disorders

When a patient presents with symptoms suggestive of a thrombus, a detailed personal and family history is essential in determining the chronicity of symptoms and the likelihood of the inherited disorder. A complete history can also provide important clues to underlying conditions contributing to thrombus formation. One of the important factors related to thrombosis diagnosis is determining if the event is idiopathic or has an identifiable precipitating event. Family history can help determine if there is a potential genetic predisposition and how strong that may be. Since patients with thrombophilic conditions are already at heightened risk for blood clotting, mitigating this risk by controlling modifiable risk factors, such as oral contraceptive use, hormone replacement therapy, and smoking, is essential. Other factors that increase blood clot risk include increasing age, obesity, trauma, surgery, and pregnancy (Bauer & Lip, 2023a; Longo, 2019; National Institute of Health [NIH], 2010).

Disorders of Excessive Blood Clotting

Excessive blood clotting disorders (i.e., hypercoagulable conditions or thrombophilia) are characterized by an increased propensity or predisposition to develop blood clots. These conditions can affect the venous and arterial circulation systems and may be inherited (genetic) or acquired. Most inherited blood clotting disorders affect the venous system, increasing the risk for VTEs (AACC, 2021).

Factor V Leiden Thrombophilia

A mutation in the FV gene causes FVL. FVL gene mutations cause Factor V to be inactivated more slowly than normal, allowing the clotting process to remain active longer. As a result, this increases the patient's risk for VTE. Considered the most common inherited form of thrombophilia, FVL affects approximately 3% to 8% of people with European ancestry. Although the condition increases the risk of VTE, only about 10% of affected individuals ever develop abnormal clots, with DVT and PE among the most common. FVL is inherited in an autosomal dominant manner. The chance of developing abnormal blood clots depends on whether the individual has inherited one or two copies of the FVL mutation in each cell. Those who inherit two copies of the mutation (one from each parent) are at higher risk of developing a thrombus than those who inherit just one copy. Most individuals affected by the condition have one "normal" F5 gene and one with the factor V Leiden gene mutation. In the general population, 1 in 1,000 people per year (PPY) develop an abnormal blood clot. In patients with one copy of the FVL mutation, the risk of thrombus formation is 3 to 8 in 1,000 PPY, whereas two copies of the mutation heighten the risk to 80 in 1,000 PPY (Albagoush et al., 2023; Middeldorp, 2023).

Diagnosis of FVL can be suspected based on notable personal or family history of DVTs or PEs, particularly if occurring at a young age or with no identifiable risk factors. Testing for FVL is generally performed with the APC resistance assay, a screening test that evaluates the anticoagulant response to APC, or with targeted mutation analysis, a genetic test evaluating the F5 gene for the Leiden mutation. The targeted mutation analysis is considered the definitive test for diagnosis. It is generally recommended that patients who test positive by another means should subsequently undergo this test for confirmation and to distinguish heterozygotes from homozygotes (individuals with mutations in both copies of the gene). Treatment of FVL depends on the patient's underlying medical history and clinical findings. Patients with a prior DVT or PE are usually treated with anticoagulation therapy, such as DOACs. Warfarin (Coumadin) or LMWHs are used in some instances, as described above. Anticoagulation therapy is generally given for a finite period, ranging from three to six months. Lifelong anticoagulation is not recommended for most patients with FVL unless additional risk factors warrant continued therapy. Patients who have never had a blood clot are not usually treated prophylactically with anticoagulation therapy. Instead, prevention is centered on limiting other factors that will heighten the risk of blood clots. Temporary treatment with anticoagulation therapy may be advised for patients undergoing major surgeries (Albagoush et al., 2023; Middeldorp, 2023).

 

Prothrombin G20210A Mutation (Prothrombin Thrombophilia)

Prothrombin G20210A gene mutation is also referred to as prothrombin thrombophilia. Patients with this mutation produce excess amounts of prothrombin (FII), which leads to an abundance of thrombin in the circulation, thereby increasing the tendency to form VTE. A G20210A mutation is present in about 1 in 50 non-Hispanic white people and is more common in those of European ancestry. It is considered the second most common inherited form of thrombophilia. Prothrombin thrombophilia follows autosomal dominant inheritance, and the risk of developing a VTE is linked to the inheritance pattern of the condition. Heterozygous patients have a risk of 2 to 3 in 1,000 PPY, whereas homozygous patients have a risk of up to 20 in 1,000 PPY. Testing for prothrombin G20210A mutation is performed using a genetic test on a blood sample to see if there is a mutation in the prothrombin gene (Genetic and Rare Diseases [GARD], 2023; Moake, 2022d).

Treatment for this condition depends on whether a blood clot has occurred and if there are additional risk factors. Asymptomatic patients who have never had a VTE are not usually treated with routine anticoagulation therapy. Treatment is reserved for patients who have a VTE or are considered to be at risk of developing another VTE. Patients with current VTE should be treated with anticoagulation therapy for at least three to six months. Continuing therapy beyond this time frame depends on the circumstances surrounding thrombosis, if it was provoked or unprovoked, and the patient's risk factors. Indefinite anticoagulation is generally advised for many patients with an unprovoked thromboembolic event, regardless of whether an inherited thrombophilia is identified (GARD, 2023; Middeldorp, 2023b; Moake, 2022d).

 

Deficiencies of Natural Proteins that Prevent Clotting

Antithrombin Deficiency. AT deficiency is a rare condition affecting 1 in 3,000 to 1 in 5,000 individuals within the US, affecting males and females equally. Only about 1% of patients who develop a VTE or PE have congenital AT deficiency. Caused by mutations in the SERPINC1 gene, patients with inherited AT deficiencies have reduced levels circulating within their blood. As previously mentioned, AT limits blood clotting, serving as a natural anticoagulant. As the primary thrombin inhibitor, those affected by AT deficiency have a lifelong predisposition to developing VTEs. Most patients affected by inherited AT develop their first VTE before age 40 and usually manifest as a DVT or SVT, as arterial thrombosis is rare in AT deficiency. About 40% of patients with AT deficiency develop a PE, which makes the condition particularly dangerous. AT deficiency follows an autosomal dominant inheritance pattern, but unlike previously discussed conditions, this one has variable clinical penetrance in heterozygotes. More specifically, not all patients who inherit one copy of the altered genetic mutation will be affected. Some may never endure a VTE event. Unfortunately, homozygotes with two copies of the altered gene are primarily seen in newborns who do not survive. Of note, AT deficiency is not always inherited. It can be acquired infrequently as a complication of another medical disorder, such as surgery, trauma, pregnancy, childbirth, metastatic cancer, and liver failure. This is important because while inherited AT deficiency increases the risk of blood clots, acquired AT deficiency usually does not (Bauer, 2023).

AT deficiency is diagnosed by a blood test that measures the level of antithrombin within the circulation, with lower-than-normal levels suggesting AT deficiency. The normal AT level is about 80% to 120%, whereas patients with inherited AT deficiency usually have lower levels (40% to 60%). Clinicians should be aware that warfarin (Coumadin) can increase AT levels. Therefore, a normal level in the setting of warfarin (Coumadin) therapy does not definitively rule out the presence of an AT deficiency. According to the National Organization for Rare Disorders (NORD, 2018), there is limited clinical trial data regarding the treatment of AT deficiency. There are differing opinions among clinicians regarding the treatment of the condition. While most agree that an individual with a definitive AT deficiency who has experienced a prior blood clot should be on indefinite anticoagulant therapy, managing asymptomatic patients with AT deficiency is less clear. Clinical decisions are made based on the individual's coexisting risk factors, and patient-provider shared decision-making (Bauer, 2023; NORD, 2018).

Deficiency in Protein C/S. Since protein C and protein S function as part of the body's innate anticoagulation mechanisms, if there is a deficiency in one or both of these proteins or if either protein's functioning is impaired, clot formation can occur unregulated, leading to hypercoagulable states. Patients with deficiencies in either or both proteins are at increased risk for VTE events. These conditions are usually inherited but can also be acquired (NIH, 2009, 2013).

 

Protein C Deficiency. A genetic mutation in the PROC gene causes inherited protein C deficiency. Protein C deficiency is primarily inherited in an autosomal dominant pattern, so the degree can be mild to severe. The patient may never endure a blood clot in milder forms of the condition. The number of PROC gene mutations determines the severity of the deficiency. In the rare instance that a patient inherits two mutated copies of the protein C gene (one from each parent), the disease can be very severe, heightening the risk for intracranial thromboembolism in infants and VTE during childhood. The type of mutation present may also vary, leading to two subtypes of the condition. Type 1 deficiency is more common and is characterized by an insufficient quantity of protein C. Type 2 deficiency results in reduced (or altered) protein function. Acquired protein C deficiency is usually due to an underlying condition such as infection, cancer, liver disease, or kidney disease and resolves with treatment of the underlying disorder. It can also be caused by disseminated intravascular coagulation (DIC), sepsis, vitamin K deficiency, use of warfarin (Coumadin), or certain types of chemotherapy (NIH, 2013).

Protein S Deficiency. Inherited protein S deficiency is caused by a genetic mutation in the PROC1 gene and is primarily inherited in an autosomal dominant manner. Patients who inherit two abnormal copies are at higher risk for developing a more severe form of thrombosis called purpura fulminans, a life-threatening condition involving severe clotting throughout the body. Purpura fulminans is characterized by blood spots, bruising, and discoloration of the skin from coagulation in the small blood vessels within the skin, which can lead to tissue necrosis. There are three types of inherited protein S deficiency; type 1 is characterized by insufficient quantity, type 2 results in abnormal functioning of protein S, and type 3 involves decreased free protein S levels. Acquired protein S deficiency is rare but can be due to liver disease or vitamin K deficiency (AACC, 2020; NIH, 2009).

Testing for protein C/S deficiencies is performed as two tests routinely done together. The tests measure the amount of each protein and evaluate whether they are properly performing their designated functions (AACC, 2020). Treatment for protein C or S deficiency depends upon the severity of the condition. However, most patients never develop an abnormal blood clot or require treatment. Patients who have endured a VTE are usually treated with anticoagulation therapy to prevent another blood clot from developing in the future. There is only one US Food & Drug Administration (FDA) approved treatment for preventing and treating VTE and purpura fulminans secondary to severe congenital protein C deficiency. Protein C concentrate [Human] (Ceprotin) is an IV injection generated from human plasma that was first approved for use in 2007. Since it is human plasma, it carries a risk of transmitting infectious agents, particularly viruses and bleeding events. The dose, administration frequency, and treatment duration depend on the severity of the protein C deficiency and the patient's age and plasma level of protein C. High doses of IV protein C concentrate (Ceprotin) help thin the blood and protect it from blood clots. It can also be used as a preventative treatment against blood clots during surgery, pregnancy/delivery, prolonged immobility, or sepsis. However, it is not routinely used in clinical practice. According to the FDA prescribing guidelines, treatment must be initiated under the supervision of a hematology specialist experienced in replacement therapy with coagulation factors and inhibitors and in a setting where monitoring of protein C activity is possible (Chan & Bhatt, 2022; FDA, 2021).

Hyperhomocysteinemia

Homocysteine is an amino acid, a chemical the body uses to generate proteins. Under physiologic conditions, vitamins B6, B12, and B9 (folic acid) break down homocysteine in the blood and transform it into substances the body needs, leaving minimal homocysteine circulating within the bloodstream. Hyperhomocysteinemia is characterized by increased levels of homocysteine in the blood, associated with a marked increase in the risk for VTE. Elevated homocysteine levels carry prothrombotic properties, causing vascular injury, platelet accumulation, and increased risk for forming occlusive thrombosis. Approximately 10% of primary episodes of VTE are due to elevated homocysteine levels (NIH, 2022).

Hyperhomocysteinemia can be inherited or acquired. It is generally ignited by homocystinuria, a rare inherited disorder that prevents the body from breaking down certain proteins (methionine), leading to an abnormal accumulation of homocysteine and its metabolites in blood and urine. Homocystinuria is inherited in an autosomal recessive pattern. The accumulation of homocysteine and its metabolites is caused by disruption of any of the three interrelated pathways of methionine metabolism—deficiency in the cystathionine B-synthase (CBS) enzyme, defective methylcobalamin synthesis, or abnormality in methylenetetrahydrofolate reductase (MTHFR). Patients who inherit the condition usually have a mutation in MTHFR, causing increased homocysteine production (Mandava, 2018).

Acquired causes of elevated homocysteine blood levels include vitamin deficiency in B6, B12, or folate, chronic kidney disease, cigarette smoking, or certain medications. These factors can also worsen the condition and provoke symptoms in patients who have inherited the condition. In the US, approximately 30% of the population is heterozygous for the thermolabile variant of MTHFR, and 10% is homozygous. Homozygosity is responsible for the increased plasma level of homocysteine and is generally accompanied by a low folate level. Clinical evidence recommends not testing for or treating hyperhomocysteinemia unless homocystinuria is suspected or confirmed. The condition is evaluated by measuring the level of homocysteine in the blood. Patients with marked elevations can then be sent for genetic testing to evaluate for inheritance of the genetic mutation. The normal homocysteine levels range between 5 and 15 µmol/L (Rosenson et al., 2021).

No definitive clinical consensus exists on the best treatment for this condition. Anticoagulation therapy is used for the management of VTEs when indicated. Since plasma homocysteine levels are reduced by folic acid supplementation and correcting vitamin B12 deficiency, treatment can include supplementation of both. Initiation of vitamin B12, folic acid, and B6 therapy tends to normalize homocysteine in four to eight weeks. During and after surgery, aggressive hydration and prophylaxis for DVT are strongly recommended (Rosenson et al., 2021).

Antiphospholipid Antibody Syndrome (APS)

APS is an acquired autoimmune condition in which the body’s own antibodies attack and damage phospholipids. As previously described, phospholipids are present on the lining of blood vessels and play an important role in maintaining the integrity of cell wall membranes. When the antibodies attack phospholipids, the blood cells become damaged and degrade, leading to thrombosis in the veins and arteries. Thrombosis is the hallmark of the condition, with VTEs more common than arterial thromboses. In APS, excessive and unregulated blood clot formation can block the blood flow to organs, impacting multiple body systems and leading to stroke, MI, renal damage, and venous complications, including PE and DVT. The condition can be fatal in severe cases. To further add to the complexity of the condition, patients who have APS are at higher risk for thrombocytopenia, as the antibodies either destroy the platelets or the platelets are used up during the clotting process; this heightens the risk for mild to serious bleeding events (NHLBI, 2022a).

APS is an acquired disorder. While the definitive etiology is not completely understood, it is usually associated with infection, cancer, certain medications, and some rheumatologic conditions such as systemic lupus erythematosus (SLE). Approximately 10% of patients who have SLE also have APS, and approximately 50% of all patients with APS also have another autoimmune or rheumatic disorder. Although rare, some patients affected by APS develop catastrophic antiphospholipid syndrome (CAPS), a condition characterized by excessive blood clots within weeks or months. The condition should be suspected in patients who develop one or more unprovoked venous or arterial thrombotic events, especially young patients. It should also be considered in patients who endure specific adverse outcomes related to pregnancy, such as fetal death after ten weeks gestation, premature birth due to severe preeclampsia or placental insufficiency, or multiple embryonic losses under ten weeks gestation. The diagnosis is primarily based on antiphospholipid antibody testing of immunoassays for IgG and IgM antibodies to cardiolipin and beta2-glycoprotein I. Sometimes a functional assay for the lupus anticoagulant is also performed. Not all patients with APS antibodies will develop clinical signs and symptoms of the disorder, as some remain asymptomatic carriers. There is no cure for APS, and patients usually require long-term care under the management of a hematologist. The primary treatment focuses on anticoagulation therapy to prevent thrombi from forming and existing clots from enlarging. In patients affected by thrombocytopenia, the bleeding risk associated with anticoagulation therapy is complex, and patients need to be monitored closely (Erkan & Ortel, 2022; NHLBI, 2022a).

Paroxysmal Nocturnal Hemoglobinuria (PNH)

PNH is a rare acquired and potentially life-threatening blood disorder characterized by hemolytic anemia (destruction of RBCs), bone marrow failure, and abnormal thrombosis formation (especially in the hepatic, portal, mesenteric, splenic, and renal veins), and in the brain (cerebral veins). Clinical manifestations include weakness, fatigue, pallor, shortness of breath, thrombosis, and, less commonly, hemorrhage. Patients typically display hemoglobinuria (abnormally high hemoglobin levels in the urine) manifested by dark or blood-colored urine. This finding is most prominent in the morning as the urine concentrates overnight during sleep. PNH affects between 1 and 5 per million people and is most common in adults aged 35 to 40. Up to 30% of newly diagnosed cases evolve from aplastic anemia, and up to 30% develop following immunosuppressive therapy for aplastic anemia. Further, up to 30% of those affected by PNH develop thrombosis, especially VTEs, although arterial blood clots can occur. While the median survival for the condition is about 10 years, some patients can survive for decades with only minor symptoms (Brodsky, 2022, 2023; NORD, 2023).

PNH is caused by a somatic mutation in the phosphatidylinositol glycan anchor biosynthesis class A (PIGA) gene. This is not an inherited condition and cannot be passed down to the children of affected individuals. Instead, this is an acquired condition in which the gene changes occur throughout a patient's lifetime and are only present in certain cells. In PNH, somatic mutations of the PIGA gene occur within the hematopoietic stem cells, leading to the development of abnormal blood cells, which subsequently multiply. The proportion of abnormal blood cells is directly correlated with the severity of the condition. Chronic hemolysis contributes to the development of blood clots, which are most common in the abdominal veins, which can lead to Budd-Chiari syndrome, a rare condition caused by occlusion of the hepatic veins that drain the liver. Patients develop severe abdominal pain, ascites, jaundice, and hepatomegaly (Brodsky, 2022, 2023; NORD, 2023).

The diagnosis of PNH is usually suspected in patients who present with intravascular hemolysis, such as hemoglobinuria or abnormally high serum lactate dehydrogenase (LDH) concentration, with no other identifiable causes. The diagnostic test for patients with PNH is flow cytometry, a blood test that can identify PNH cells. Treatment for PNH is largely directed at the specific symptoms of the condition and is multifactorial. Concerning the thrombosis component of the condition, anticoagulation therapy may be prescribed. Some individuals may be placed on long-term anticoagulant therapy. Still, anticoagulation therapy requires strict monitoring in these patients due to the risk of excessive bleeding due to low platelet numbers in some patients. Patients affected by Budd-Chiari syndrome may be treated with thrombolytic therapy to break down or dissolve blood clots. The only cure for individuals with PNH is bone marrow transplantation, usually reserved for patients with serious complications such as severe bone marrow failure or repeated, life-threatening thrombosis events (Brodsky, 2022, 2023; NORD, 2023).

Heparin-Induced Thrombocytopenia

HIT is a potentially fatal acquired disorder that occurs in response to the administration of UFH. Affected patients form antibodies against heparin and the platelet factor-4 (PF4) complex. Immune complexes of HIT antibodies and PF4/heparin bind to the surface of platelets and activate them. Activated platelets adhere to the blood vessel lining, promote clotting activity, and clump together, causing overuse of platelets, thereby inducing thrombocytopenia. Damage to the blood vessel wall and platelet clumping associated with HIT can lead to blood clots forming despite UFH. UFH administration is the most common cause of the condition. However, LMWH agents and fondaparinux (Arixtra) each also carry a reduced risk, respectively. The prevalence of HIT can occur in up to 5% of patients receiving some form of heparin therapy, and if left untreated, 50% to 89% of affected patients will develop a thrombosis (Crowther, 2023; Indiana Hemophilia & Thrombosis Center [IHTC], n.d.; Kuter, 2022). While it remains unclear why some patients develop HIT and others do not, some of the strongest risk factors include the following:

• longer duration of heparin therapy (greater than five days)
• higher doses of heparin
• indication for treatment, with surgical (orthopedic) and trauma patients at the highest risk, followed by patients with cardiovascular disease and cardiovascular interventions
• gender, with females affected more commonly than males (Crowther, 2023; Indiana Hemophilia & Thrombosis Center [IHTC], n.d.; Kuter, 2022)

The ASH defines the following patients as low risk for developing HIT: medical or obstetric patients or patients following minor surgeries or trauma on LMWH or fondaparinux (Arixtra). Patients on LMWH or fondaparinux (Arixtra) following major surgery, trauma, or medical/obstetric patients on UFH are considered at intermediate risk for HIT. Patients on UFH after major surgery or trauma are defined as high risk for the development of HIT (Cuker et al., 2018). Usually, UFH is administered 7 to 10 days before the onset of HIT symptoms, and the clinical presentation can be variable. The most common clinical signs include bleeding, bruising, ecchymosis, new thrombosis formation, or an increase in the size of a current thrombosis despite being on anticoagulation therapy. For most patients, the first sign is thrombocytopenia identified on a routine CBC test, in which the platelet count declines by at least 50% from baseline. Therefore, even if the patient's platelet count remains within normal limits, a 50% reduction while receiving UFH or an LMWH should still warrant clinical suspicion for the condition (Crowther, 2023; Indiana Hemophilia & Thrombosis Center [IHTC], n.d.; Kuter, 2022). Many clinicians follow the "4T's" score for the diagnosis of HIT, evaluating the following:

• the degree of thrombocytopenia
• the timing of platelet decline following heparin administration (days of heparin therapy)
• the presence of thrombus
• the probability of other causes of thrombocytopenia (Crowther, 2023; Indiana Hemophilia & Thrombosis Center [IHTC], n.d.; Kuter, 2022)

Management of HIT requires the discontinuation of all forms of heparin immediately, including heparin-coated catheters, as well as any LMWH agents. The platelet count may take up to 30 days to recover, and due to the increased risk of thrombosis formation, most patients will still require anticoagulation therapy. Recommendations for oral anticoagulation options include non-heparin anticoagulant agents such as direct thrombin inhibitors (lepirudin [Refludan], argatroban [Acova], bivalirudin [Angiomax]), or danaparoid (Orgaran), an antithrombin-depending inhibitor of FXa. Since the drugs do not necessitate antithrombin-III for their desired anticoagulation effects, they are considered the drugs of choice for patients with HIT. Warfarin (Coumadin) should not be used in patients with HIT due to the increased risk of developing warfarin (Coumadin)-induced skin necrosis and venous limb gangrene. In patients where warfarin (Coumadin) may have already been initiated, the recommendation is to reverse the effect with vitamin K and replete proteins C and S, which will help prevent gangrene. Platelet transfusions are not routinely advised for HIT management; however, they may be considered in patients who are actively bleeding or undergoing invasive procedures that pose an additional bleeding risk. Patients with HIT are treated with anticoagulation for at least four weeks, which extends to three to six months for patients affected by a thrombosis (Crowther, 2023; Indiana Hemophilia & Thrombosis Center [IHTC], n.d.; Kuter, 2022).

Disseminated Intravascular Coagulation (DIC)

DIC is a complex condition characterized by the systemic activation of coagulation, leading to widespread intravascular fibrin formation, organ failure, and/or profuse (internal and external) bleeding. DIC is always a secondary disorder that occurs in response to an underlying condition, causing the activation of the coagulation cascade, the release of cytokines, and overuse and increased consumption of the body's supply of platelets and clotting factors. In DIC, small blood clots form throughout the body's small and midsized vessels, obstructing blood supply to organs and contributing to organ failure. While clotting and bleeding can characterize DIC, one or the other usually predominates. The condition is highly convoluted and can be attributed to a multitude of diseases or disorders, but most commonly develops as a result of a severe infection such as sepsis, systemic inflammatory conditions, trauma, or as a byproduct of exposure to procoagulant materials within the bloodstream from malignancy or obstetric complications. The presentation of the condition is variable but is generally characterized by severe bleeding that occurs internally and externally. There are two forms of DIC; acute and chronic. Acute DIC develops over a few hours or days and causes serious bleeding. Chronic DIC develops over weeks to months and generally does not lead to excessive bleeding but is more closely associated with increased thrombosis. However, in acute and chronic DIC, blood clots often form or travel to the lungs resulting in PE (Leung, 2021; Levi & Scully, 2018; Moake, 2022a).

There is not one single laboratory test that can definitively and quickly diagnose DIC. Instead, DIC is diagnosed through a series of clinical findings in conjunction with laboratory abnormalities of coagulation or thrombocytopenia. In 2001, the International Society on Thrombosis and Haemostasis (ISTH) published guidance on specific criteria for DIC based on a simple scoring system widely utilized throughout healthcare settings.

The ISTH DIC score is calculated using the patient's platelet count, fibrinogen level, PT prolongation, and D-dimer. A score of 5 or greater indicates overt DIC (Iba et al., 2019).

DIC treatment primarily focuses on identifying, managing, or eliminating the underlying condition. Therapeutic interventions to treat hemodynamic instability are primarily supportive, as patients with severe DIC require strict control of hemodynamic parameters, respiratory support, and surgical interventions if indicated. However, most therapeutic options for DIC are not based on high levels of evidence. Usually, treatment is based on an algorithm-based approach to managing the underlying condition and clinical manifestations. Some patients will need adjunctive pharmacological therapy aimed at the coagulation system, either to control the bleeding or thrombosis (Leung, 2021; Levi & Scully, 2018; Moake, 2022a).

If bleeding is present, it should first be controlled, followed by the consideration of anticoagulant treatment to control ongoing thrombosis formation. Treatment for bleeding is generally required in patients with marked thrombocytopenia (platelet count of 10,000-20,000/μL). For symptomatic thrombocytopenia, blood product support should be initiated with platelet transfusions; platelet concentrates at a dose of 1-2 units/10 kg of body weight is considered sufficient for most patients with DIC. Other therapies include the administration of fresh frozen plasma (FFP), a blood product derived from the liquid portion of whole blood, or platelets. Generally, 1 unit of FFP increases coagulation factors by 30% in adults without DIC. Cryoprecipitate (plasma fraction enriched with FVIII and vWF) may be used to manage low fibrinogen levels in some settings (Leung, 2021; Levi & Scully, 2018; Longo, 2019; Moake, 2022a).

In contrast, patients with DIC enduring excess thrombosis formation will require pharmacologic agents to control the coagulation. In the event of vitamin K deficiency, patients may need supplementation. Antifibrinolytic therapy may be necessary in severe cases of excessive hyperfibrinolysis (Leung, 2021; Levi & Scully, 2018; Longo, 2019; Moake, 2022a). Anticoagulation is indicated if bleeding is not part of the initial presentation. There is a consensus that LMWH agents should be considered for prophylactic anticoagulation therapy if there is laboratory evidence of DIC, the patient is not bleeding, and there is no evidence of thrombosis. If thromboembolism is obvious, or organ failure related to occlusive thrombosis, therapeutic (not prophylactic) anticoagulation is recommended. The most common therapeutic anticoagulant used in acutely ill hospitalized patients with known thrombosis is UFH. This management technique has variable outcomes and is not generally associated with enhanced survival (Longo, 2019; Thachil, 2016). Some studies report using antithrombin supplementation or thrombomodulin; however, their clinical efficacy and safety are still being established (Leung, 2021; Levi & Scully, 2018; Moake, 2022a).

Bleeding Disorders

When the physiologic mechanisms of blood clotting fail, are deficient, or insufficient, bleeding can ensue. Bleeding disorders are a group of conditions that are characterized by impaired hemostasis or the inability to form a blood clot properly. Parallel to excessive blood clotting disorders, bleeding disorders can also be inherited or acquired. However, acquired disorders are more common. Patients with genetic deficiencies experience life-long recurrent external and internal bleeding episodes that may occur spontaneously or in response to an injury (Longo, 2019). External bleeding can occur from dental procedures, oral or nasal cavities, or superficial skin cuts that do not clot or stop bleeding. Internal bleeding can occur in the joints, muscles, soft tissues, and closed spaces, including intracranial hemorrhage. In addition, women affected by bleeding disorders most commonly experience menorrhagia, or heavy menstrual bleeding and cramping (Doherty & Kelley, 2023; Longo, 2019; Ma, 2022; National Hemophilia Foundation [NHF], n.d.).

Hemophilia

Hemophilia is a factor deficiency disorder, inherited in an X-linked recessive manner, and is comprised of several types, but the following two are the most common; hemophilia A (FVIII deficiency) and hemophilia B (FIX deficiency). According to the CDC (2022a), hemophilia A is four times more common than hemophilia B, affecting 1 in 5,000 male births and about 400 babies annually. Within the US, most patients with hemophilia are diagnosed during infancy, between 1 month and 36 months, depending on the severity of the condition. Two-thirds of the babies born with hemophilia have a known family history of the condition; about one-third have no known family history. Patients with hemophilia bleed longer than others, as they cannot properly form a blood clot. There is no cure for this lifelong condition, as patients will be subject to periods of acute bleeding, prolonged bleeding, and bleeding crises. Since FVIII and FIX serve more important roles in deep tissues, hemophilia tends to cause more bleeding within the joints and muscles (CDC, 2022a). There are federally funded hemophilia treatment centers (HTCs) throughout the US, providing comprehensive medical care to patients suffering from this condition. Given the complexity of the condition and its life-threatening nature, specialized medical teams led by skilled hematologists are vital (NHF, n.d.).

Hemophilia A, also called classic hemophilia, is caused by a genetic mutation in FVIII, causing it to be defective or missing entirely. The condition is most commonly passed from parent to child. Hemophilia B, called Christmas disease, is caused by a deficiency or absence of FIX. As outlined in Table 6, the severity of hemophilia (for either A or B) exists on a scale ranging from mild to severe. The severity of symptoms is directly correlated with the stage (Doherty & Kelley, 2023; Ma, 2022; NHF, n.d.).

Table 6

Hemophilia Disease Severity and Associated Symptoms

Severity	FVIII Levels  in the blood	Symptoms
Normal levels of FVIII range from 50 to 100%
Mild	6% to 49%	typically only experience bleeding following major surgery, serious injury, or trauma usually not diagnosed until an injury or surgery results in prolonged bleeding first bleeding episode may not occur until adulthood women often experience menorrhagia and can hemorrhage after childbirth
Moderate	1% to 5%	tend to have bleeding episodes after injuries spontaneous bleeding episodes (bleeds without a known cause) can occur
Severe	Less than 1%	bleeding following injuries and frequent spontaneous bleeding episodes, frequently into the joints and muscles

(Doherty & Kelley, 2023; Ma, 2022; NHF, n.d.)

Hemophilia is diagnosed through a series of blood tests, including a coagulation panel, to see if the blood is clotting properly. If not, then testing usually includes clotting factor tests or factor assays to determine the levels of clotting factors present in the blood. As outlined above in Table 6, the percentage of clotting factors in the blood determines the severity of the condition (CDC, 2022a). Treatment is focused on replenishing or replacing the missing blood clotting factor. In hemophilia A, the primary medication is concentrated FVIII product, the clotting factor. Recombinant factor products are created synthetically instead of through human-derived plasma products, which are safer. Around 75% of patients with hemophilia take a recombinant FVIII product. The treatment for hemophilia B is essentially the same, except the primary medication is concentrated FIX product, which is also available as a recombinant factor product. These factor therapies are infused intravenously. Patients with severe hemophilia may receive treatments regularly as prophylaxis to prevent significant bleeding (Doherty & Kelley, 2023; Ma, 2022; NHF, n.d.).

Aminocaproic acid (Amicar) is an antifibrinolytic agent that may help prevent the breakdown of blood clots. It is formulated as an oral preparation (as a liquid or tablet) and is often recommended before dental procedures and to treat nose and mouth bleeds. It is recommended that a dose of clotting factor is given first to form a clot, followed by aminocaproic acid (Amicar) to preserve the clot and prevent premature breakdown. Desmopressin acetate (DDAVP) is a synthetic form of vasopressin, the body's natural antidiuretic hormone that helps stop bleeding. It is dispensed as both an injectable and a nasal spray. It is used in patients with mild hemophilia to manage joint and muscle bleeds, bleeding in the mucous membranes of the mouth or nose, or before and after surgery (Doherty & Kelley, 2023; Ma, 2022; NHF, n.d.).

About 15% to 20% of patients with hemophilia (1 in 5 with hemophilia A; 3 in 100 with hemophilia B) will develop an antibody or inhibitor. An inhibitor prevents the clotting factors from being able to clot the blood and stop the bleeding. Inhibitors make controlling a bleeding episode significantly more challenging because they counteract and destroy the treatment. Managing bleeding episodes becomes increasingly complex when this occurs, as the patient generally requires more and/or different types of clotting factors. The reasons why some patients develop inhibitors are not well understood. They most commonly develop during the first 50 infusions of clotting factor concentrates; however, they can potentially develop at any time. Patients who develop inhibitors tend to endure more joint disease and other complications from bleeding (CDC, 2022b).

von Willebrand Disease (VWD)

VWD is the most common bleeding disorder. It affects up to 1% of the US population; about 3.2 million (or 1 in every 100) people in the US are living with the disease. VWD is an incurable genetic disorder caused by defective or absent von Willebrand factor (vWF), impairing platelet plug formation during the coagulation cascade and clotting process. It is carried on chromosome 12 and occurs equally in men and women; however, women are more likely to experience symptoms of increased bleeding during their menstrual cycle, pregnancy, and childbirth. The three types of VWD have different inheritance patterns, as outlined in Table 7. Most cases are type 1 and type 2, which are primarily inherited in an AD pattern, whereas type 3 is predominantly inherited in an AR pattern (CDC, 2023b).

Table 7

Three Types of VWD

Type	Primary Inheritance	Description
Type 1	AD	mildest type; lower than normal levels of vWF most common (~85% of patients have Type 1) may be accompanied by low levels of FVIII
Type 2	AD	vWF in sufficient quantities, but defective and does not function properly four subtypes [2A, 2B, 2M, 2N] depending on the specific issue with the vWF; treatment varies based on the subtype
Type 3	AR	most severe form rarest type (~3% of patients have Type 3) usually missing vWF accompanied by low levels of FVIII

(CDC, 2023b)

vWF targets the skin and mucous membranes, including the lining of the nose, mouth, intestines, uterus, and vagina, so VWD tends to cause more bleeding. The main signs and symptoms of VWD include easy bruising, blood in stools, extended gum bleeding following dental procedures, and frequent episodes of bleeding that are difficult to stop. Epistaxis is the most common form of spontaneous bleeding in VWD, occurring more than five times per year and lasting for at least 10 minutes, requiring packing or cautery to stop the bleeding. Women commonly experience heavy menstrual bleeding with blood clots larger than the size of a quarter, usually soaking a pad every two hours. Diagnosis of VWD usually starts with routine blood work such as CBC, aPTT, PT, and fibrinogen; however, these test results will be normal in most patients with VWD. Several specific tests are needed to diagnose VWD and distinguish it from other bleeding disorders. Diagnostic workup is usually performed under the care of a hematologist. The tests often need to be repeated several times due to the fluctuation of clotting factors in the blood (CDC, 2022b, 2022c).

Given the complexity of the condition, the NHLBI (2008) created a 112-page guideline with evidence tables and treatment algorithms to assist clinicians with diagnosing, monitoring, and treating VWD. Treatment is based on the severity of the condition. Since most patients have mild cases, treatment may only be required if the patient is undergoing surgery, a dental procedure, or after trauma from an accident or injury. The focus of pharmacological treatment is to stop bleeding and prevent the breakdown of blood clots by increasing the release of vWF and FVIII into the bloodstream. This can be accomplished by administering vWF replacement therapy or synthetic recombinant FVIII agents. As with hemophilia, desmopressin acetate (DDAVP) is often administered to patients with Type 1 and 2 VWD to facilitate the release of more vWF or FVIII. Antifibrinolytic therapy, such as aminocaproic acid (Amicar), may also be used in conjunction with DDAVP or replacement therapy to help prevent the breakdown of blood clots (NHLBI, 2008). Patients with VWD Type 3 may also develop an inhibitor, which follows the same complex treatment trajectory as when it occurs in patients with hemophilia (CDC, 2022c).

Immune Thrombocytopenic Purpura (ITP)                                                                                                            

ITP is an autoimmune bleeding disorder in which the immune system produces antibodies against platelets, destroying them and preventing blood from clotting normally. ITP affects both children and adults but is more common in children. In the US, ITP affects approximately 5.3 per 100,000 children per year and about 3.3 per 100,000 adults per year. According to NORD (2022), among adults, the incidence of ITP increases with age and is more common in adults over the age of 60. Children often develop ITP after a viral infection and recover fully without treatment. Conversely, the disorder is more commonly chronic in adults and requires treatment. In adults, ITP can develop following viral infection, during pregnancy, from specific medications, or may present as part of an immune disorder. Patients often develop purpura or purple bruises on the skin or mucous membranes (including the mouth and nose) caused by bleeding from small blood vessels under the skin. They may also develop petechiae, pinpoint-sized red or purple dots on the skin that resemble a skin rash and most commonly occur around the shin. Other signs or symptoms of ITP include excessive bruising, abnormally heavy menstruation, hematuria, and minor cuts and lacerations that can take long periods to stop bleeding. In addition, ITP is commonly associated with debilitating fatigue and impaired quality of life for many affected patients (Arnold & Cuker, 2023; NORD, 2022).

ITP is considered a diagnosis of clinical exclusion, in which other causes of thrombocytopenia are disqualified. The CBC demonstrates thrombocytopenia, and inspection of a peripheral blood smear under a microscope will demonstrate that the platelets are reduced in number and exclude any confounding etiologies. Some patients may undergo a bone marrow biopsy to exclude other causes of thrombocytopenia, such as malignancy. There is no established cure for ITP. Treatment depends on the severity of symptoms, the degree of thrombocytopenia, and patient-specific factors such as age, lifestyle, comorbid conditions, and response to therapy (Arnold & Cuker, 2023; NORD, 2022).

In adults, first-line therapy is corticosteroids, such as prednisone (Deltasone), which suppresses the clearance of antibody-coated platelets and may also decrease the risk of bleeding by improving blood vessel lining cell function. Corticosteroid therapy effectively increases the platelet count in about 50% of patients. Some patients may require an IV immunoglobulin (IVIG) infusion in an outpatient setting every two to four weeks. IVIG is a blood product that comes from the human plasma of healthy donors. When patients with ITP receive IVIG, it is thought to manipulate parts of the immune system that attack the platelets, thereby reducing the severity of the condition. The most common adverse reactions to IVIG therapy are infusion-related reactions, which can include fever, shaking, chills, hypotension, hives, rash, and fatigue. After the plasma is acquired from donors, it undergoes an extensive purification process to mitigate the patient's risk of infection. Still, IVIG therapy carries a small risk of viral infection. Generally, platelet transfusions are reserved for emergent situations because the autoantibodies will likely destroy them quickly. Surgical intervention with splenectomy is generally reserved for when medication therapies fail. Patients with ITP should not take acetylsalicylic acid (Aspirin), non-steroidal anti-inflammatories such as ibuprofen (Motrin), warfarin (Coumadin), or anti-platelet medications such as clopidogrel (Plavix), as these drugs interfere with platelet function and blood clotting, and can increase the risk for bleeding (Arnold & Cuker, 2023; NORD, 2022).

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