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Printable Venipuncture Steps Checklist

The 14 venipuncture steps in order, from reviewing the requisition to labeling at the bedside, as a checklist you can tick off while you practice, plus the numbers exams ask about (tourniquet placement and time, needle angle) and the sites you must never use. Each step is explained in the venipuncture steps guide.

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Venipuncture Steps Checklist

Phlebotomy exam quick referenceVerified October 2026

Tick each step as you practice. This is the order certification exams test.

  1. Review the requisition for tests, timing, fasting and special handling, then assemble supplies.
  2. Identify the patient with two identifiers: they state full name and date of birth; match both to the wristband and requisition.
  3. Perform hand hygiene, introduce yourself, explain the procedure, and ask about latex allergy and fainting history.
  4. Position the patient seated in a phlebotomy chair with an armrest, or lying down, arm extended downward.
  5. Apply the tourniquet 3–4 inches (7.5–10 cm) above the site for no longer than 1 minute; the patient makes a fist without pumping.
  6. Select the vein by palpating with your index finger. The median cubital vein is the first choice.
  7. Put on gloves, cleanse the site with 70% isopropyl alcohol, and let it air dry completely.
  8. Inspect and assemble the needle, then anchor the vein by pulling the skin taut below the site with your thumb.
  9. Insert the needle bevel up at a 15–30 degree angle in one smooth motion.
  10. Fill tubes in the order of draw. Release the tourniquet and have the patient open the fist as soon as blood flow is established.
  11. Gently invert each additive tube as soon as it comes off the holder.
  12. Remove the last tube, place gauze over the site, withdraw the needle, activate the safety device, and discard it in the sharps container.
  13. Apply pressure until bleeding stops, then bandage.
  14. Label every tube in the presence of the patient before leaving, then remove gloves and perform hand hygiene.
  • Tourniquet: 3–4 in (7.5–10 cm) above the site, on 1 minute max. Over 1 minute: release it and wait 2 minutes before reapplying.
  • Needle: 15–30°, bevel up.
  • Vein choice: median cubital first, then cephalic; basilic last (near the brachial artery and median nerve).
  • Palpate with the index finger, never the thumb (it has its own pulse).
  • Arm with a fistula or graft
  • Same side as a mastectomy
  • Above an IV (if unavoidable: below it, and document)
  • Edema, hematoma, scars or burns
  • Areas that feel hard or pulsate

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Based on the CLSI PRE02 venous collection procedure. Your facility’s procedure takes precedence.

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