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Laboratory
Diagnostic Techniques
Department of the Navy
Bureau of Medicine and Surgery
Peer Review Status: Internally Peer Reviewed
Introduction.
Despite development of serological techniques, conclusive diagnosis of
malaria continues to be made through microscopic examination of peripheral
blood smears. This is the only method that can differentiate among the
four species of plasmodia that cause human malaria.
Thick Smears.
Red blood cells are hemolyzed in thick smears; leukocytes and
any malaria parasites present are the detectable elements. The hemolysis
and slow drying that occur in thick smear preparation cause distortion
of plasmodia morphology, making differentiation of species difficult.
Thick smears are used to detect infection, and estimate parasite concentration.
Thin Smears. Thin
smears are fixed with methanol, preventing hemolysis. Red blood cells
are intact, and any Plasmodia present are less likely to be distorted,
and remain within erythrocytes. Identification of specific species is
usually done using thin smears after detection of parasites on the thick
smears.
Navy Environmental & Preventive
Medicine Units offer training
classes on preparation of thick and thin smears and microscopic examination
for diagnosis of malaria. This appendix summarizes thick and thin blood
smear preparation for field reference.
Drawing Blood
- Anytime malaria is suspected.
- Repeat if smears are negative.
- Maximum frequency: once per hour.
Obtaining Blood
- Fresh blood is required from either fingerstick or
venous phlebotomy
- Follow universal precautions (gloves, hand washing,
proper handling and disposal of sharp instruments and other materials
contaminated with blood)
- Fingerstick Method:
- Clean end of finger with disinfectant solution.
- Wipe fingertip with sterile material (remove remaining
disinfectant that may interfere with diagnostic process).
- Pierce fingertip with sterile lancet.
- Allow blood to flow freely, do not squeeze finger.
- For venous blood obtained in a vacutainer, use
a pipette to apply a drop of blood to slide(s) for thick and thin
smears
Slide Preparation (see Appendix
Figure 1)
- Thick Smear
- Wipe away first drop of blood at fingerstick site.
Then touch a clean microscope slide near one end to the next blood
drop that forms.
- Spread drop of blood with corner of another slide
to make an area about 1 cm in diameter.
- This is the thick smear. Correct thickness is
attained when newsprint is barely legible through the smear.
- Thin Smear
- Touch a new drop of blood (smaller than the first)
with the edge of a clean slide.
- Bring the edge of the slide with the new drop
of blood to the surface of the first slide. Place it at the far
end, and wait until the blood spreads along the whole edge.
- Holding the slide at an angle of 450, push it
forward with a rapid, gentle movement.
- For preparation of separate slides for thick and
thin smears, use a second slide in step 4.
- Dry the smears. Air dry, allowing 10 minutes for
the thin smear and 30 minutes for the thick smear.
- Mark slide with patient identification and date
and time of collection. This can be done using a pencil on the thin
smear after it has dried.
- Fixing Thin Smears
- After drying, only thin smears are fixed. Fixing
is done using methanol in one of two ways:
- Dip thin smear into methanol for 5 seconds.
- Dab thin smear with methanol-soaked cotton ball.
- Do not fix the thick smear. Even exposure of the
thick smear to methanol fumes will prevent hemolysis and make it
unreadable. If using the one slide method, prevent exposure of the
thick smear to methanol or methanol fumes by carefully dipping or
dabbing the slide, and gently blowing the fumes away from the thick
smear area.
Staining Slides
Giemsa stain is available in the military supply system,
and this staining method is presented. Preparation of Giemsa staining
solution is done with buffered water and Giemsa concentrate. Do not shake
the Giemsa concentrate as this will cause suspension of particulate matter
in the stain resulting in artifacts on final slides. Formation of artifacts
renders slides difficult to interpret.
Preparation of Giemsa staining
solution
- Prepare buffered water solution, pH 7.2:
- Mix capful of buffering salts into 1000 ml of
distilled water.
- Check pH. Titrate with sodium hydroxide (NaOH)
solution until pH is 7.2.
- Prepare Giemsa staining solution by mixing:
- 1 part unshaken Giemsa stain concentrate.
- 9 parts buffered water.
Appendix Figure 1.
Thick and Thin Blood Smear Preparation.
Slide Staining with prepared
Giemsa solution
- Place slides flat in a staining rack or other suitable
surface.
- Cover with 1-2 ml of Giemsa solution.
- Let stand for 10 minutes.
- Gently rinse by "floating" excess stain off slide
with buffered water; be careful not to wash the blood smear away.
- Rinse until no more stain is seen in solution.
- Dry smear side down, making sure that smear does not
touch the slide rack or other surface used for drying.
Slide Preparation Pointers
- Clean microscope slides before use. Blood will spread
cleanly, stain will adhere properly, and no artifacts will impede diagnosis.
- Do not fix slides with a heat source. If overexposed
to heat, parasites are destroyed, and cannot be seen microscopically.
- Parasites stain best at pH of 7.2. Check stain pH
for optimal staining.
- Filter the Giemsa stain. Removal of particles and
residue will make slides much easier to interpret.
Microscopic Examination of Thick
and Thin Blood Smears
Training and experience is essential for accurate reading.
Slides should be examined for at least 20 minutes before being judged
to be free of malaria parasites. Parasites are often not readily apparent,
and quick visual scans are insufficient for diagnostic purposes. Appendix
Table 3-1 shows selected microscopic characteristics of human malaria
species.
Part of the diagnostic process is estimation of the extent
of infection. Two methods are presented to estimate the parasite concentration
or parasitemia. One requires the use of thick smears, and is called the
Absolute Numbers Method. The other requires the use of thin smears,
and is called the Percent Method.
Absolute Numbers Method (thick
smear)
This method is based on the assumption that 8000 leukocytes
(white blood cells) are found in a ml of blood. By counting the number
of parasites seen in same visual fields needed to count either 200 or
500 leukocytes, the parasite concentration per ml can be estimated. Perform
the following steps to estimate parasite concentration:
- Examine the equivalent of 0.25 ml of blood (100 visual
fields using a 7X ocular lens and a 100X oil-immersion objective lens)
to determine if an infection exists.
- In a systematic manner of scanning visual fields,
identify 200 leukocytes, while counting the number of malarial parasites
in those same visual fields.
- If after 200 leukocytes have been identified and less
than 9 malarial parasites have been counted, continue the process until
500 leukocytes have been identified.
- If after 200 leukocytes have been identified and 10
or more parasites have been counted, record the number of parasites
counted per 200 leukocytes.
- Once 500 leukocytes have been identified, record the
number of parasites counted.
- Convert the parasite count per leukocytes identified
into parasite concentration per ml with one of the following formulas:
Number of parasites x 8000 = parasites per ml
Number of leukocytes counted
or
if 200 leukocytes were counted:
Number of parasites counted x 40 = parasites per ml
or
if 500 leukocytes were counted:
Number of parasites counted x 16 = parasites per ml
- All parasite species and forms are tabulated together.
This includes both sexual (gametocytes) and asexual (trophozoites, merozoites)
forms.
Appendix Table 1. Selected microscopic
characteristics
Species
|
Stages found in circulating Blood
|
Appearance of Red Blood Cells
Size Stippling
|
|
Plasmodium falciparum
|
Trophozoites
Gametocytes
|
Normal
|
Maurer's dots or clefts infrequently seen
|
Plasmodium vivax
|
All: Schizonts Trophozoites
Gametocytes
|
Enlarged, Maximum size may be 1.5-2 times normal
|
Schuffner's dots may be present
|
Plasmodium ovale
|
All: Schizonts Trophozoites
Gametocytes
|
Enlarged, Maximum size may be 1.25-1.5 times normal
|
Schuffner's dots may be present
|
Plasmodium malariae
|
All: Schizonts Trophozoites
Gametocytes
|
Normal
|
Ziemann's dots rarely seen
|
Appendix Table 1. Selected microscopic
characteristics (con't)
Appearance of Parasites
|
|
|
Cytoplasm
|
Pigment
|
Number of merozoites
|
Double dots in rings common, rings small and delicate
|
Black
Coarse and conspicuous in gametocytes
|
6-32
Avg. = 10-24
|
Ameboid trophs light blue, has irregular "spread out" appearance
in troph stage
|
Golden-brown, inconspicuous
|
12-24
Avg. = 16
|
Rounded, compact trophs, dark to medium blue, usually dense; Chromatin
is large
|
Dark brown, conspicuous
|
6-14
Avg. = 8
|
Rounded, compact trophs, dark blue with dense cytoplasm;
band form trophs occasionally seen
|
Dark brown, coarse, conspicuous
|
6-12
Avg. = 8
"Rosette" occasionally seen
|
Percent Method (thin smear).
This method estimates the percentage of red blood cells
infected with malarial parasites. It is based on the number of red blood
cells found parasitized on a thin smear, and is executed in the following
manner:
- Locate an area in the thin smear where red blood cells
are close together but not touching.
- Scan in a systematic method (use the microscope stage
control to scan one "row" at a time).
- Count the total number of red blood cells in each
row. At the same time, tabulate the number of red blood cells parasitized.
- Count a total of 300-500 red blood cells.
- Divide the number parasitized by the total number
counted and multiply the result by 100 to obtain a percentage estimate
of red blood cells parasitized:
Red Blood Cells parasitized X 100 = Percent of Red Blood
Total Red Blood Cells counted Cells parasitized
- If occasional parasites are seen when scanning the
smear, but none are identified during the process of counting 300-500
red blood cells, a percentage value of less than 1% of red blood cells
parasitized is assigned.
- An estimate of less than 1% of red blood cells parasitized
does not need to be refined, since no clinical predictive value is gained.
It is values of 2-3% or above that are of clinical concern.
Future Diagnostic Techniques
New, easy to perform serum serology techniques for malaria
diagnosis are awaiting FDA approval. Two of these methods (ParaSightRF,
Becton Dickinson, Sparks, MD; ICT Malaria P.fR, ICT Diagnostics,
Sydney, Australia) are designed for easy performance in field situations,
and require no laboratory experience and little training. Both tools detect
P. falciparum serologically using enzyme linked immunosorbent assay (ELISA),
with results in 10 minutes. Clinical trials show these methods detect
P. falciparum infections at parasite blood concentration of greater than
40 parasites per microliter (>40 parasites/ml).
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