Top 7 Mistakes New Phlebotomists Make—and How to Avoid Them

Jan 13 / Oday Alubaidi

Starting out as a phlebotomist is exciting—but also stressful.

You’re dealing with real patients, real veins, and real lab results that clinicians rely on to make decisions. A lot of the risk in phlebotomy isn’t just about “missing the vein.” It’s in the pre-analytical phase—everything that happens before the sample is analyzed in the lab.

Studies show that most laboratory errors occur in the pre-analytical phase, not within the analyzer. That means the way you identify the patient, draw the sample, label the tube, and handle the specimen plays a huge role in quality, accreditation, and patient safety.

Here are 7 common mistakes new phlebotomists make—and how to avoid them.

1. Skipping proper patient identification

The mistake:
Relying on what the patient says, or glancing at a label, and assuming it’s correct—especially when it’s “busy,” or the patient is familiar.

Why it’s serious:
Wrong patient = wrong result for the wrong person. This is one of the most dangerous pre-analytical errors and a big red flag in any ISO 15189–aligned lab or accredited facility.

How to avoid it:

  • Always follow your organization’s two-identifier rule (e.g., full name + date of birth, or medical record number).
  • Match the identifiers on:
    • The requisition
    • The patient's wristband or official ID
    • The labels you will use on tubes
  • Never let anyone rush you out of proper identification—not the patient, not a colleague, not the clock.

Good phlebotomists are polite but firm: “For your safety, I need to verify your identity with two identifiers.”

2. Ignoring or mixing up the order of draw

The mistake:
Drawing tubes in a random order, or not respecting the recommended order of draw.

Why it’s serious:
The wrong order can cause additive carryover from one tube to another (e.g., anticoagulants contaminating the next sample), altering lab results and leading to incorrect interpretations.

How to avoid it:

  • Memorize and practice the correct order of draw (according to your lab/region’s guidelines).
  • Use visual aids, charts, or pocket cards until it becomes automatic.
  • Remember: order of draw is part of quality and accreditation requirements—inspectors and quality officers care about it.

At MedLabTech Academy, we emphasize order of draw as a core competency, not just a detail.

3. Poor tube labelling or labelling after leaving the patient

The mistake:
Labelling tubes later “at the desk” or away from the patient, or using incomplete/inaccurate labels.

Why it’s serious:

  • Mislabelled or unlabelled tubes can lead to specimen rejection, delays, or—worse—results being attributed to the wrong patient.
  • From an accreditation standpoint (e.g., ISO 15189, CPTG expectations), bedside/chair labelling is a non-negotiable quality requirement.

How to avoid it:

  • Label tubes immediately after collection, in the presence of the patient.
  • Include all required identifiers (as per your lab policy: name, DOB, ID number, date/time of collection, collector’s initials, etc.).
  • Double-check labels before you leave the patient.

If you can make one habit perfect as a new phlebotomist, let it be labelling correctly, every single time.

4. Not mixing tubes properly (or at all)

The mistake:
Forgetting to gently invert tubes with additives, or shaking them too hard.

Why it’s serious:

  • Under-mixing: clots may form in tubes requiring anticoagulants → invalid results or recollection issues.
  • Over-shaking: can cause hemolysis (ruptured red blood cells) → altered lab values (e.g., potassium, LDH).

How to avoid it:

  • Know the correct number of gentle inversions for each tube type (e.g., 5–10 times, depending on the manufacturer and guidelines).
  • Never vigorously shake tubes. Use gentle inversion, end-over-end.
  • Make mixing part of your automatic routine after each draw.

Accredited labs pay close attention to hemolysis rates and pre-analytical quality indicators—your mixing technique has a direct impact.

5. Inadequate patient preparation and communication

The mistake:
Not checking whether the patient followed test instructions (fasting, medications, posture) or clearly explaining the procedure.

Why it’s serious:

  • If a “fasting” patient has just eaten or has taken medication that interferes with testing, the result may be misleading.
  • Poor communication increases anxiety, makes the procedure harder, and harms trust in the healthcare system.

How to avoid it:

  • Always check preparation requirements for sensitive tests (e.g., fasting glucose, lipids, GTT).
  • Ask simple, clear questions: “Have you eaten or had anything to drink other than water in the last 8–12 hours?”
  • Explain what you’re doing and why:
    • “I’ll place a tourniquet, clean your arm with alcohol, and you’ll feel a quick pinch.”
  • Use calm, respectful language; treat every patient as you would a family member.

Soft skills are not “extra”—they are part of pre-analytical quality and patient safety.

6. Poor handling and transport of specimens

The mistake:
Leaving blood on the tray for too long, exposing samples to heat or direct sunlight, or failing to respect time/temperature requirements.

Why it’s serious:

  • Certain analytes (e.g., lactate, ammonia, blood gases) are extremely time and temperature-sensitive.
  • Delays and incorrect storage can cause false results, specimen rejection, and repeat collections.

How to avoid it:

  • Know which tests need immediate transport, ice, protection from light, or rapid processing.
  • Don’t let completed samples “wait around” unnecessarily.
  • Use dedicated racks/containers and follow the lab’s transport SOP.

In an ISO 15189-ready lab, pre-analytical transport is part of the validated process. As a phlebotomist, you are part of that chain.

7. Not documenting or reporting pre-analytical issues

The mistake:
Not documenting difficulties (e.g., difficult draw, missed fasting, clotted samples) or not reporting incidents for fear of blame.

Why it’s serious:

  • Undocumented problems can lead to misinterpreted results.
  • The lab loses valuable quality data that could be used to improve processes.
  • From an accreditation standpoint, laboratories must show how they monitor and improve pre-analytical quality, which requires honest reporting.

How to avoid it:

  • If something goes wrong (or nearly goes wrong), document it according to your lab’s policy (incident forms, LIS notes, etc.).
  • Inform the appropriate person (supervisor, nurse, or ordering provider) when required.
  • See reporting as part of professionalism, not something to be ashamed of.

Quality-focused labs—especially those working toward ISO 15189—need phlebotomists who speak up to improve the system.

How this connects to CPTG, accreditation, and your career

In Canada, organizations like the Canadian Phlebotomy Technicians Group (CPTG) and accreditation frameworks like ISO 15189 place a strong emphasis on:

  • Patient identification
  • Pre-analytical quality
  • Documentation and professionalism
  • Continuous improvement

Avoiding these 7 mistakes is not just about “being careful”—it’s about aligning your daily practice with recognized standards and accreditation expectations.

When you can show that:

  • You understand pre-analytical risks, and
  • You’ve completed structured training in phlebotomy and quality,

You stand out as a serious, employable, and trusted professional.

How MedLabTech Academy helps new phlebotomists avoid these mistakes

At MedLabTech Academy, our Comprehensive Phlebotomy CPD Certification (In-Person) Course is designed specifically to build:

  • Strong theoretical knowledge (anatomy, terminology, infection control, quality)
  • Reliable practical skills (venipuncture, order of draw, labelling, mixing, handling)
  • Correct pre-analytical habits aligned with Canadian practice and accreditation expectations

The course is:

  • CPD-accredited
  • Delivered by an approved CPTG training centre
  • Structured as a pathway to apply for the CPTG certification exam (for eligible candidates)

Whether you are:

  • Completely new to phlebotomy, or
  • An internationally educated professional adapting to Canadian standards,
Our training will help you avoid these common mistakes and build the confidence and competence you need at the chair and in the lab.

If you’re ready to develop a strong, accreditation-friendly phlebotomy practice—from patient identification to pre-analytical quality—MedLabTech Academy is here to support you.

Learn more about our phlebotomy and CPD programs at www.medlabtechacademy.ca
Contact us: info@medlabtechacademy.ca

Better pre-analytical practice means better results, safer patients, and a stronger career as a phlebotomist.