HOYADOCS
Block 5 · Heme · HEM05 · Rev 1.0 · Updated Oct 8, 2026
HEM05 · Pathology · Case Review

RBC Clinical Cases

Updated Oct 8, 2026 Revision 1.0 5 learning objectives

Learning objectives

  1. LO 1Pick out the symptoms and history clues that matter in a patient with anemia.
  2. LO 2Build a differential diagnosis for each case.
  3. LO 3Choose the right lab tests for a suspected disease and interpret the results.
  4. LO 4Describe the smear and marrow findings that support the diagnosis.
  5. LO 5Turn lab results into a treatment and follow-up plan.
◆ In-house exam ★ Step 1 ▲ High yield Memory tool Analogy Trap

MAPThe two cases at a glance

History CBC: MCV, RDW Retics Iron · B12 · hemolysis Smear → Dx → Tx Case 1 · 20-year-old woman, fatigue, "winded" • Heavy menses (6–8 tampons/24 h) • Pica; monthly ibuprofen • Family members anemic • Hb 7.8 · MCV 62 · RDW 19.1 • RBC 2.86 (low) · PLT 426 (high) • Retics 3% (low for degree of anemia) • Iron 25 ↓ · TIBC 371 ↑ · ferritin 2 • LDH, haptoglobin, BMP normal • Smear: small, pale, varied cells → Iron deficiency from menstrual loss · oral iron until ferritin >50 · CBC + ferritin every 4–6 months Case 2 · 38-year-old woman, fatigue, dyspnea on walking • Gastric bypass 9 months ago • 85 lb weight loss; numb, tingling feet • 7 pregnancies; hysterectomy (fibroids) • Hb 7.8 · MCV 100 · RDW 17.1 • WBC 2.2, PLT 145 (pancytopenia) • Retics 0.5% (production problem) • B12 112 ↓ · folate normal · ferritin 20 • LDH 535 ↑ · haptoglobin 15 ↓ · bili normal • Smear: mixed big + small cells → B12 + iron deficiency (bypass) · parenteral/high-dose oral B12 + IV iron · B12 lifelong
In-house exam

This session is formative: expect the exam to give a short history and a lab panel and ask for the next test, the diagnosis, the mechanism behind an odd lab (e.g., high LDH in B12 deficiency), or the treatment and its duration.

LO 1Symptoms and history

Q1. What symptoms suggest anemia in these patients?
  • Fatigue for months
  • Exertional dyspnea: stopped exercising because she gets "winded"; can no longer walk from the Metro to the office without resting
  • Exam: pallor; tachycardia with exertion
Trap

Both patients have Hb 7.8 yet still walk around: slow-onset anemia is compensated. The speed of the drop, not the number, drives symptoms.

Q2. What history should you take, and what does each answer tell you?
Ask aboutWhyCase 1Case 2
Menstrual / pregnancy historySize of blood loss; iron use by pregnancy and lactationHeavy: 6–8 tampons/24 h for 3–4 days; never pregnantHysterectomy for fibroids; 7 pregnancies, 5 children
GI bleedingOccult lossNo blood or dark stoolsNone
DietIron intake; strict vegetarians often iron deficient; picaPoor diet; embarrassing cravings (pica)"Healthy," not vegetarian
MedicationsMany drugs cause anemia by different mechanismsMotrin monthly (NSAID → GI blood loss)Rare Tylenol
Family historyInherited hemoglobinopathyAlmost every female relative anemic; anemic as a child—
Surgical historyAbsorption sites removed or bypassed—Gastric bypass 9 months ago
Other symptomsClues to a causeNo dark urine; no rash or joint pain85 lb weight loss; numb, tingling feet at night
High yield
  • Dark urine → hemoglobinuria / bilirubin → hemolysis.
  • Rash or joint pain → autoimmune disease (lupus, RA) → autoimmune hemolytic anemia.
  • Pica / pagophagia (ice) → strongly suggests iron deficiency.
  • Numbness and tingling → B12 deficiency.
Memory tool

"Bleed, Eat, Take, Inherit, Cut, Show": Bleeding (menses, pregnancies, GI), Eating (diet, pica), Taking (medications), Inherited (family history), Cut (surgery), Show (other symptoms).

Analogy — timing as a clue

Anemia found before her first period points to something she was born with (hemoglobinopathy). Anemia only after menarche can still be iron deficiency, with or without an inherited trait.

ApplyLO 1 application questions

A1Why ask how many tampons a patient uses in 24 hours?
It turns "heavy" into a number and estimates how much blood (and iron) she loses each cycle.
A2Which single history item in Case 2 most changes the differential?
Gastric bypass surgery: it bypasses the duodenum (iron) and impairs absorption of food-bound B12.

LO 2Building the differential

Q1. What is the differential for Case 1 (microcytic, family history)?
OptionForAgainst
Iron deficiency (menstrual loss)Heavy menses, NSAIDs, poor diet, pica; MCV 62, RDW high, RBC count low, ferritin 2—
α-thalassemia traitFamily history of anemia in females; African AmericanWould give uniform small cells (normal RDW), normal/high RBC count, normal iron studies
Sickle cell diseaseAfrican AmericanNo pain crises; would be normocytic and hemolytic
Sickle cell traitAfrican AmericanDoesn't cause anemia

Diagnosis: iron deficiency anemia due to menstrual blood loss (an α-thal trait may also be present).

Trap

α-thalassemia trait has a normal Hb electrophoresis. A normal electrophoresis does not rule it out.

Q2. What is the differential for Case 2 (borderline MCV, neuropathy, bypass)?
OptionEvidence
Iron deficiency aloneBypass skips the duodenum; past fibroids and pregnancies. But MCV is not low and she has neuropathy
B12 deficiency aloneNeuropathy, pancytopenia, low retics, B12 112. But ferritin borderline (20) and MCV only 100
B12 + iron deficiencyMixed big and small cells average to MCV 100 with a high RDW
HemolysisLDH high, haptoglobin low, but bilirubin normal and retics low → not peripheral hemolysis

Diagnosis: possible combined B12 and iron deficiency after bariatric surgery.

High yield

A normal MCV with a high RDW can hide two opposite problems: small iron-deficient cells + large B12-deficient cells.

ApplyLO 2 application questions

A1Microcytic anemia with RDW 13%, RBC count 5.6 million and normal ferritin. Top diagnosis?
Thalassemia trait (uniform small cells, high RBC count, normal iron).
A2Why is hemolysis unlikely in Case 2 despite high LDH and low haptoglobin?
Retics are low and bilirubin is normal; cells are dying inside the marrow (ineffective erythropoiesis), not in the circulation.

LO 3Choosing and reading the labs

Q1. Which labs do you order, and why?
TestWhat it tells you
CBCDegree of anemia; other cell lines (marrow capacity); MCV (size); RDW (size variation); RBC number
Reticulocyte countRed cell production rate → production problem vs destruction/loss problem
Plasma ironIron intake over the past 24–48 h; not a reliable measure of stores
TIBCTransferrin binding capacity; indirectly reflects total body iron (↑ when iron-poor)
Transferrin saturationMostly recent intake; not reliable for stores
FerritinFairly accurate indirect measure of total body iron stores; but an acute phase reactant (falsely ↑ in infection, inflammation, tissue damage)
Peripheral smearShape, size, other cells
LDHReleased with cell destruction or rapid turnover (hemolysis)
HaptoglobinBinds free Hb → very low or undetectable in hemolysis
Basic metabolic panelCreatinine: renal insufficiency → ↓ EPO → anemia. K⁺ may rise with rapid hemolysis
BilirubinTotal may rise; the indirect fraction rises in hemolysis
Hb electrophoresisHemoglobinopathies (sickle, β-thal). Normal in α-thal trait
B12, folateMegaloblastic causes; add when neuro symptoms or surgery suggest it
In-house exam

Know which iron test reflects stores (ferritin; TIBC indirectly) versus recent intake (plasma iron, transferrin saturation). Hemolysis tests (LDH, haptoglobin, bilirubin) are low-yield in Case 1 because nothing suggested hemolysis.

Q2. How do the two cases' labs compare?
Test (normal)Case 1Case 2
WBC (4.0–10.8)5.72.2 ↓
RBC (4.2–5.5)2.86 ↓2.86 ↓
Hb (12.5–16.5)7.8 ↓7.8 ↓
Hct (37.5–49.5)22.3 ↓22.3 ↓
MCV (81–100)62 ↓100 (upper limit)
MCH (27–31)25.3 ↓25.3 ↓
RDW (11.5–15.5)19.1 ↑17.1 ↑
Platelets (150–400)426 ↑145 ↓
Retics3% (low for this anemia)0.5% ↓
Plasma iron (35–175)25 ↓40
TIBC (300–360)371 ↑360
Transferrin sat (15–50)3040
Ferritin (20–350)2 ↓↓20 (low-normal)
LDH (135–240)157535 ↑
Haptoglobin (30–250)8015 ↓
BMP / creatinineNormalNormal; bilirubin normal
B12 (211–911)—112 ↓
Folate (2.8–14.0)—15.4
High yield — reading the CBC
  • Mild thrombocytosis is common in iron deficiency.
  • Microcytosis with a low RBC count → iron deficiency; normal/high RBC count → thalassemia.
  • High RDW in iron deficiency because cell size tracks recent iron supply; thal trait cells are uniformly small.
  • Low retics + low platelets + low WBC → production problem (Case 2).
Trap

Case 1's transferrin saturation is normal despite profound iron deficiency: saturation reflects recent intake. Trust the ferritin.

Q3. Why are LDH high and haptoglobin low in Case 2 if she isn't hemolyzing?

Ineffective erythropoiesis. B12 deficiency stops precursors from maturing; they die inside the marrow (intramedullary destruction) and release their contents → ↑ LDH, ↓ haptoglobin, and pancytopenia.

ApplyLO 3 application questions

A1A patient with rheumatoid arthritis flare has ferritin 180 and low serum iron. Does the ferritin rule out iron deficiency?
No. Ferritin is an acute phase reactant and can be falsely elevated by inflammation.
A2Why check creatinine in an anemia work-up?
Renal insufficiency → ↓ erythropoietin → hypoproliferative anemia.

LO 4Smear and marrow findings

Q1. What do you look for on a peripheral smear?
  • Poikilocytosis: variation in shape (normal resting shape = biconcave disc; shape depends on environment, metabolic status and age)
  • Anisocytosis: variation in size
  • White cells and platelets: number and morphology
Normal RBCValue
Diameter7.5–8.7 µm
Average volume90 fL
Surface area136 µm²
Spare membraneAllows MCV up to 150 fL or squeezing to 2.8 µm
Lifespan100–120 days; travels ≈175 miles
Memory tool

An-isocytosis = "not the same" (an + iso) size. Poikilocytosis = "varied" (poikilos) shape.

Q2. What did each case's smear show?
Case 1 smear: small pale red cells of varied size and shape with elongated pencil cells

Case 1 · iron deficiency

  • Microcytic, hypochromic
  • Anisocytosis and poikilocytosis; pencil cells
  • Lymphocyte (arrow) for size
Case 2 smear: mixed population of large and small red cells

Case 2 · mixed picture

  • Big and small cells together (dimorphic)
  • MCV averages out to "normal"; RDW high
Hypersegmented neutrophil

Case 2 · neutrophil

  • Hypersegmented → B12 deficiency
Q3. Which smear shapes point to which diagnoses?
ShapeThink
Pencil cells, small pale cellsIron deficiency
Oval macrocytes + hypersegmented neutrophilsB12 / folate deficiency
SpherocytesHereditary spherocytosis, warm AIHA
SchistocytesIntravascular (microangiopathic) hemolysis
Target cellsβ-thalassemia, hemoglobinopathies
Teardrop cellsMarrow infiltration / fibrosis
Sickle cellsSickle cell disease
Q4. What would the marrow show?
  • Iron deficiency: absent iron stores (Prussian blue)
  • B12 deficiency: hypercellular, megaloblastic precursors in all lines, ↑ apoptosis (ineffective erythropoiesis)
  • Marrow biopsy is usually not needed when blood tests explain the anemia

ApplyLO 4 application questions

A1Smear shows two red cell populations, one small and pale and one large and oval. What combination?
Iron deficiency + B12 (or folate) deficiency: dimorphic picture, high RDW, MCV may be normal.

LO 5Treatment and follow-up

Q1. How should Case 1 be treated, and for how long?
  • Oral iron: ferrous sulfate 300 mg at least twice daily (transfusion and IV iron not needed for a stable patient absorbing normally)
  • Duration: until Hb and Hct are normal and ferritin >50 (or simply until ferritin >50)
  • If she also has α-thal trait, Hb, Hct and MCV may always stay slightly low, so don't chase a "normal" MCV
  • Monitoring: CBC and ferritin every 4–6 months while she menstruates, restarting iron before anemia returns; keep ferritin ≈50 or higher
In-house exam

Answer choices on duration: "until Hb/Hct normal" is wrong (stores not refilled); "until MCV normal" is wrong (may never normalize with α-thal trait). Correct: until ferritin >50.

Q2. How should Case 2 be treated, and for how long?
  • Both nutrients: either parenteral B12 + IV iron, or high-dose oral B12 on an empty stomach + parenteral iron
  • Why parenteral iron: bypass skips the duodenum, the main site of iron absorption
  • Why parenteral or high-dose B12: bypass impairs release and absorption of food-bound B12; high doses can be absorbed passively
  • Duration: B12 lifelong (anatomy won't change); iron by monitoring, replace when ferritin falls below 50
Trap

Giving only oral iron and B12 after a bypass fails: the absorption sites are bypassed. Giving iron alone would leave the neuropathy progressing.

Step 1

Post-bariatric deficiencies: iron, B12, folate, thiamine, vitamin D/calcium, copper. Copper deficiency can mimic B12 deficiency (myelopathy + anemia).

ApplyLO 5 application questions

A1Case 1's Hb normalizes after 8 weeks of oral iron; ferritin is 18. Stop?
No: continue until ferritin is above 50 to refill stores.
A2How long will Case 2 need B12?
Lifelong.

IDSmear ID

Image 1 — smearUnknown smear 1
Iron deficiency: microcytic, hypochromic, pencil cells.
Image 2 — smearUnknown smear 2
Dimorphic (big + small) → combined B12 + iron deficiency.
Image 3 — neutrophilUnknown image 3
Hypersegmented neutrophil → B12/folate deficiency.
Image 4 — smearUnknown smear 4
Spherocytes → hereditary spherocytosis (DAT−, ↑ osmotic fragility).
Image 5 — smearUnknown smear 5
Sickle cells → sickle cell disease.
Image 6 — smearUnknown smear 6
Oval macrocytes → megaloblastic anemia.

MCQExam-style questions

Score: 0 / 0

1A 30-year-old woman has 2 months of unsteady gait and numb legs. Eight years ago she had her terminal ileum resected for severe Crohn disease. She has mild spastic weakness and decreased pinprick, vibration and fine touch in all limbs. Deficiency of which is most likely?

2A 16-year-old boy is evaluated for jaundice. Liver enzymes are normal, direct Coombs is negative, MCHC is increased, and RBC osmotic fragility is increased. Which cell is most likely on the smear?

3A 46-year-old woman with advanced kidney disease from analgesic use has fatigue. Hb 8.8, MCV 82, ferritin 262, normal folate, transferrin saturation 22%, LDH 62. Most likely cause of her anemia?

4An 18-year-old woman with sickle cell disease has right upper quadrant pain after a fatty meal; ultrasound shows gallstones. Underlying cause?

5A 60-year-old man has 4 months of weakness, tingling hands and feet, irritability and forgetfulness; spasticity, hyperreflexia and absent vibration sense. Labs: megaloblastic anemia, antiparietal cell antibodies, ↑ MMA and ↑ homocysteine. Synthesis of which amino acid is impaired?

6A 20-year-old with heavy menses has Hb 7.8, MCV 62, RDW 19, iron 25, TIBC 371, ferritin 2. What is the best treatment?

7For the patient in question 6, when should iron be stopped?

8Nine months after gastric bypass, a woman has pancytopenia, low retics, B12 112, LDH 535, haptoglobin 15 and normal bilirubin. Why are LDH and haptoglobin abnormal?

9For the patient in question 8 (B12 and iron deficiency after bypass), which regimen is most appropriate?

10A microcytic patient's Hb electrophoresis is normal. Which diagnosis is still possible?

11Which iron study best reflects total body iron stores?

12A young woman with anemia reports joint pains and a facial rash. Which type of anemia does this history raise?

!Numbers that differ between in-house and Step 1

ItemIn-houseStep 1 / board review
MCV reference range81–100 fL (lab range in cases)80–100 fL
Iron treatment endpointFerritin >50Continue ≈3 months after Hb normalizes to refill stores
B12 after bypassParenteral, or high-dose oral on an empty stomach; lifelongSame
OvalocytesNotes link ovalocytes to iron deficiencyMacro-ovalocytes = megaloblastic; elongated pencil cells/elliptocytes = iron deficiency
Normal RBC diameter7.5–8.7 µm≈7–8 µm

✓Rapid review