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JOURNAL OF CLINICAL TRANSFUSION AND LABORATORY MEDICINE ›› 2026, Vol. 28 ›› Issue (2): 153-161.DOI: 10.3969/j.issn.1671-2587.2026.02.001

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Expert Consensus on Checklist-based Quality Management for the Entire Clinical Blood Transfusion Process

Yangtze River Delta Integrated Clinical Blood Transfusion Quality Control, Management Consortium, Shanghai Quality Control Center of Transfusion, The Blood Transfusion Professional Committee of the Shanghai Social Medical Institutions Association, Shanghai Medical Association Transfusion Medicine Branch, Shanghai Medical Association Transfusion Medicine Physicians Branch   

  • Received:2025-12-17 Accepted:2026-01-04 Online:2026-04-20 Published:2026-04-22

Abstract: Clinical blood transfusion, as a vital medical intervention for patient treatment, carries inherent risks. Therefore, implementing systematic quality management of blood transfusion is crucial to ensuring transfusion safety. Investigations reveal that some medical institutions still suffer from overly complex and inefficient blood transfusion quality management systems, while a few institutions with relatively low blood usage lack or have incomplete quality management systems. In response, the Yangtze River Delta Integration Clinical Transfusion Quality Control and Management Consortium, Shanghai Clinical Transfusion Quality Control Center, Blood Transfusion Professional Committee of Shanghai Association of Social Medical Institutions, Blood Transfusion Branch of Shanghai Medical Association, and Blood Transfusion Physician Branch of Shanghai Medical Doctor Association organized a group of renowned domestic experts in transfusion medicine. Based on evidence-based medicine methods, they developed the Expert Consensus on Checklist-based Quality Management for the Entire Clinical Blood Transfusion Process. Centered on the transfusion workflow, this consensus defines 38 specific tasks across four dimensions: process, task, personnel, and requirements. It covers key stages including transfusion indication assessment, transfusion request and approval, blood transfusion compatibility testing, blood release, blood transfusion administration, and post-transfusion management, with clear definitions of responsible personnel and requirements for each task. Previously, this consensus has been registered on an international practice guideline platform (Registration Number: PREPARE-2025CN735). The consensus aims to use a checklist model to clarify the key steps and quality control points at each stage of clinical blood transfusion. It provides standardized, refined, and actionable guidance for medical institutions to standardize technical operations, reduce human errors, minimize transfusion risks, and systematically ensure clinical transfusion safety.

Key words: Clinical blood transfusion, Blood management, Quality control, Expert consensus

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