Key messages

  • Data collection templates can assist health services when collecting data on documentation and appropriateness of transfusion. 
  • These templates allow data to be presented graphically.
  • There are populated examples for review.

Blood Matters has developed data collection templates to assist health services when collecting data on documentation and appropriateness of transfusion.

These templates allow data to be presented graphically to the health service’s Blood Management Committee (or equivalent).

Data collection tools

Data collection forms have been designed to be flexible and meet the individual health service’s needs. Each template can be unlocked and altered. No password is required. The tool also includes an explanation of terms and references back to the NBA PBM guidelines or other guidelines as noted.

Tool updates

The documentation template was updated in June 2013 to version 3.0. The update corrected validation checks that do not impact on summary reports or charts but provide accuracy on validation checks on the ‘Hospital Information’ tab.

The appropriateness template was updated in December 2017 to version 6.0 to reflect the latest PBM guidelines. The tool is able to determine the appropriateness of red cell transfusions, platelets and FFP. In addition, the template considers single unit policy, haemovigilance reporting and pre-operative anaemia assessment. If gaps are flagged in any of these areas, a more targeted audit may be warranted. 

The algorithms for red cell appropriateness were developed in consultation with Dr Ashvind Prabahran, haematology registrar, Australian Red Cross Blood Service, July 2016; algorithms for platelet appropriateness were developed in consultation with Dr Indu Raman, Haematology registrar, Australian Red Cross Blood Service, November 2016; and algorithms for FFP appropriateness were developed in consultation with Dr Julian Grabek, Haematology registrar, Australian Red Cross Blood Service, November 2017

All health services using the older templates are encouraged to update to this version. 

Tools are Excel templates

The tools have been developed as excel templates. To download, click on OPEN file and then SAVE AS to an appropriate directory on your computer. Each template is a file type (with the extension .xlt) that creates a new workbook each time it is opened.

If opening the excel file in Excel© 2010, a compatibility warning pops up stating ‘significant loss of functionality’. This warning is incorrect; there is no loss of functionality.

Populated data collection tool examples

The populated examples of these tools are included to assist you in collecting your own data. If you need help to adjust the tool, contact the Blood Matters team.

Contact details