IV Essentials and Therapy Class Student Packet
IV Essentials and Therapy Class Student Packet
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Developed November 2019
Purpose
Objectives
After successful completion of this course, the student will be able to:
• List indications, advantages and disadvantages for IV therapy
• Describe characteristics of different types of IV access
• Explain the medical and legal aspects of IV therapy
• Describe the anatomy & physiology of veins and identify commonly used peripheral
veins
• Identify considerations and factors in choosing a vein
• Describe complications associated with IV therapy and accompanying s/s, treatment,
types and grades
• Discuss the role of fluid and electrolytes in the body and problems associated with
imbalances
• Describe the equipment and procedure steps for safe insertion of IV catheters
• Demonstrate IV insertion and discontinuation techniques and procedure
• Discuss IV assessment and IV site care
• Describe patient and family education
• Explain and demonstrate documentation requirements for insertion, site care and
discontinuing IV’s.
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Introduction
IV therapy is a nursing treatment that most patients have at one time or another during a
hospital stay. The technique and expertise of ‘placing’ an IV takes practice. However, the
theory behind IV placement and management is didactic and can be done in a classroom
setting. The importance of correctly identifying veins, catheter selection, dressings, and
potential complications are all issues that nurses face on a daily basis.
Indications
There are a variety of indications why intravenous (IV) therapy may be ordered for a patient
o Parenteral nutrition
Typically administered to prevent complications and promote healing after most
gastrointestinal procedures. Patients that cannot or should not digest and/or absorb
nutrients via the GI tract, parenteral nutrition is also commonly prescribed.
o Medication Administration
The IV route is the fastest (as well as the most dangerous) route of medication
administration. Once the medication is infused, it can not be recalled. Its actions can
only be slowed if there is an antagonist available.
o Precautionary IV access
When a patient is at risk for developing significant complications, IV access may be
established only as a precaution. The patient may be quite stable and may not need
medications of fluids, however due to their underlying diagnosis, the patient is at risk for
developing complications and could potentially require emergency interventions.
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Advantages and Disadvantages
Advantages
Disadvantages
Types of IV Access
Knowing the purpose of IV therapy is an important element in the decision of the type of IV
access needed. There are three types of IV access. It is important to note that the term
‘access’ is related to where the tip of the catheter will ultimately rest and not indicative of where
the catheter’s insertion point into the body occurs.
o Peripheral IV Access
o Midline IV
o Central IV
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Medical – Legal Aspects of IV Therapy
History
During the last 50 years, there has been a great deal of change in intravenous therapy
regarding realm of practice. Prior to 1940, IV therapy was considered a medical act and
performed only by physicians. Over time, physicians began to delegate IV therapy to nurses.
The nursing process is an essential component of providing quality care for the patient. It is
always ongoing and requires duty-bound adherence to the individual steps of the nursing
process including assessment, diagnosis, outcome identification, planning, implementation, and
evaluation.
Specific Interventions
With proper training, LPN’s may not:
• Initiate mid-line intravenous catheters
• Administer IV push medications
• Administer chemotherapy
• Administer blood products
2. Right ____________________
3. Right ____________________
4. Right ____________________
5. Right ____________________
6. Right ____________________
7. Right ____________________
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• In addition, there are an additional five rights that need to be followed. The five rights
may be relevant to particular medications and are essential for safe practice
1. Right ______________________
2. Right ______________________
3. Right ______________________
4. Right ______________________
5. Right ______________________
The nurse should routinely check the medication as it is removed from the dispense, cross-
check the medication with the MAR and check the label immediately prior to its administration.
Although minor errors may cause little or no harm to the patient, major errors can be life-
threatening. Regardless of the outcomes of any error, the RN should never dismiss not conceal
it. Upon discovery of an error, the charge nurse and physician should be notified.
Legal Implications
Several of the problems that result from intravenous therapy may potentially result in legal
problems for the nurse and the hospital. With respect to intravenous therapy, the following
patient rights are of particular importance:
• The patient has the right to considerate and respectful care; reasonable continuity of
care; care in a safe setting; and the right to be free from all forms of abuse or
harassment.
• The patient or the patient’s legal guardian for treatment decisions has the right to
information necessary to give consent prior to treatment. They have the right to refuse
treatment and to make informed decisions regarding his or her care.
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Anatomy & Physiology
Skin
Epidermis:
Dermis:
Artery vs Vein
Arteries Veins
Vein
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Common Veins of the Upper Extremity
Vein Description
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Patient Factors and Vein Condition
Patient’s General Condition. An assessment of the patient’s general physical condition
may yield some information about the duration of the therapy and the kinds of therapy the
patient may need.
Age of Patient. The anatomy of the venous system, like many other physical attributes, has
age-specific characteristics that must be addressed during the vein selection process. The
elderly tend to have very fragile and delicate veins. A looser tourniquet should be used when
preparing for venipuncture on an elderly patient. Infants have age specific venipuncture
challenges as well. Neonates and infants do not have as many accessible veins as adults do.
For this reason, the feet, hands and antecubital area are usually the venipuncture site of choice.
Scalp veins can be used for infants less than 6 months of age.
Condition of Skin. The condition of the skin is assessed when selecting a site for
venipuncture because the condition of the skin may indicate some alteration of circulation or
venous pathology below the skin. It is recommended that you avoid areas that are reddened,
sore or painful to the touch, tender, blanched, ecchymotic, cool, swollen or with evidence of a
hematoma.
Limb Mobility. A brief assessment of the patient’s upper extremity mobility is also done
before an IV line is inserted.
Fluid Volume Status. The patient’s fluid volume and hydration status should also be
determined and evaluated prior to the initiation of IV therapy, Venous dilation challenges are
often encountered when patients are dehydrated or they have a decreased circulating volume.
Cognitive Level and Psychological Status. A patient’s level of cognition will also
provide data about the venipuncture site of choice. As we continuously strive to have and
maintain a restraint-free environment, we must also carefully select IV therapy sites that will
not be prone to accidental dislodgement by a confused patient. IV sites in the direct line of the
patient’s sight are at risk for dislodgement. Sites that are not easily visualized by confused
patients have a much better chance of success.
Patient Activity and personal Preference. Consider the patient’s activities when
choosing a venipuncture site. Whenever possible ask the patient which arm or hand is
preferable to him or her. Most often the non-dominant side will be chosen and used so the
patient can carry out ADLS’s without compromising the IV.
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Other Specific Considerations. Placement of an intravenous line on the same extremity
as any of the following conditions is contraindicated:
o Mastectomy
o Arteriovenous shunt of fistula
o Hemodialysis shunt
o Graft
o Serious burns of grafts
o Paralysis
o Additional areas to be avoided. Those that have encountered recent complications
related to IV therapy, such as phlebitis sites, sclerosed areas, thrombosed areas; or
edematous areas.
Catheter or Cannula Size. Peripheral venous catheters range in variety from straight steel
and winged needles to catheters to catheters made of silicon, PVC or other materials. They
vary in length and gauge to meet the needs of a wide variety of patients. IV catheters can
range from a small 27-gauge ¼ inch in length to a 14 gauge 3 inches in length.
Dealing with Difficult Veins. Some of the problems that can be encountered during the
venipuncture process include a lack of venous distention, rolling veins and fragile veins.
Venipuncture and catheter insertion cannot be successful unless the vein is adequately
distended to permit the entry and threading of the catheter. If the vein does not dilate enough
with the tourniquet, remove the tourniquet and:
o Apply heat or a warm compress to create vasodilation
o Lower the limb into a dependent position to facilitate a great volume of fluid in the vein
o Gently pat the vein
o Apply a small amount of pressure just above the intended site of insertion
o Run the vein gently in one continuous motion from the proximal to the distal
Rolling veins are also a challenge during the process of venipuncture. If the desired vein starts
to move or roll out of position after you have pierced the skin, perform another gently thrust of
the needle parallel to the skin while holding the area taut. Fragile veins, on the other hand,
may not respond well to a tourniquet. On some rare occasions, it is necessary to avoid the use
of a tourniquet. Tourniquets are also not necessary when a vein is adequately dilated, visible
and palpable without it.
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Selecting IV Catheter and Site
Vein Selection
Part of initiating IV therapy is choosing a vein suitable for venipuncture. There are four basic
things to consider when selecting a vein.
1- __________________
2- __________________
3- __________________
4- __________________
Upper extremity veins should be used in preference to the lower extremities for IV therapy.
This is because IV’s placed in the lower extremities are associated with stagnant blood flow,
which increased the risk for thrombus and infection.
Inspect. Site should be free from edema, redness, bruising, burns, or infection. Tattoos
should also be avoided due to the trauma already to the skin and chance of infection.
Palpate. Vein should feel round, firm, elastic, and engorged. If patient is cold- warm the
extremity. The vein should not feel hard, bumpy or flat.
Veins to Avoid
Sites to Avoid
Selecting a Catheter
Most IV therapy is delivered peripherally using a
short catheter made of Teflon, silicon or
polyurethane. A 20- or 22-gauge catheter is
used in most situations for adults. A 22- or 24-
gauge can be used for children or older adults or
for patients with small or fragile veins. In cases
where rapid infusion is preferred an 18-gauge
may be used.
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Special Considerations
Elderly
o Veins in the elderly are less smooth and the lining is thickened.
o Vein lumens are smaller and may affect threading of catheter.
o Muscle fibers are replaced with collagen, fatty plaque, and calcium deposits which hardens
the lumen decreasing the elasticity.
o Remove the tourniquet as soon as possible to avoid leaking at the insertion site from
increased pressure. Some elderly may not need to have a tourniquet to insert the IV
Pediatric
o Vein lumen is smaller and more fragile. This increases the risk for infiltration.
o Don’t use ankles/feet if walking – this increased the risk of phlebitis
o Never attempt IV insertion alone on a infant or a young child
After the order is obtained, verify the patient by at least two methods. Next you will want to
provide patient and/or family education regarding the procedure and obtain consent as
appropriate. You will then gather your materials and prepare for IV insertion.
Optional Item:
♦ Arm Board
♦ Warm packs
♦ Local anesthetic
♦ Scissors
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STEP 2: Select Your Device
Consider This:
♦ Your choice of cannula should be of the smallest gauge that will accommodate the
prescribed therapy. This will allow for sufficient blood flow around the cannula.
♦ Only one device should be utilized for each attempt
♦ Stylets shall never be reinserted into the cannula when attempting IV access.
Advantages: Some claim it is the easiest IV device to insert and ideal for
IV push drugs
Over-the-Needle Catheter:
Purpose: Longer-term therapy for the agitated or active patient
♦ Dependent positions increase capillary refill and may increase the likelihood you will be
successful in inserting the IV.
♦ For cold skin, warm it by rubbing or stroking the skin or applying warm packs for 5-10
minutes as needed
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STEP 4: Apply the Tourniquet
♦ Apply 6” above insertion site to dilate the vein
♦ Check for distal pulse. (if no pulse, remove tourniquet and reapply as not to occlude the
arterial blood flow).
♦ Lightly palpate vein with your index finger and middle fingers, while stretching it to
prevent rolling.
o If the vein feels hard or rope-like, select another site!
o If the vein is easily palpable, but not sufficiently dilated you may try these things
to promote engorgement of the vessel with blood
Tap the skin over the vein lightly
Place vein in a more dependent position
Warm the vessel
Have patient open and close fist a few times
♦ If the patient is elderly, apply the tourniquet carefully as not to pinch the skin. It may
cause skin tears. IF necessary, apply it over the patient gown.
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♦ Hold the skin taut (This stabilized the vein!)
♦ Grasp needle or catheter bevel up
o If using a winged infusion set, grasp by both wings between the thumb and
forefinger of the dominant hand
o When using the over-the-needle catheter, grasp the plastic hub with your
dominant hand, remove the cover and examine catheter tip. Use the opposite
hand to keep the vein stabilized by holding the skin taut below the insertion site.
♦ Lightly palpate the vein (The vein should be engorged, round, firm, and resilient).
♦ If you run your finger down the vein and it feels like a cat’s tail – AVOID
♦ Forcing a cannula into a hardened vein can fray or kink the cannula damaging the vein
lining
Use lower extremities only after consulting with MD/LIP and as a last resort due to higher risk
for phlebitis and thrombosis. NO lower extremity IV’s in diabetics or patients with Peripheral
vascular disease
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♦ Remove stylet
♦ Attach IV fluids or saline lock
♦ Check for placement for the cannula in the vein either by opening the roller-clamp on the
IV, or flushing with saline. If the device is resistant to flushing or you notice a “wheal” of
fluid developing under the skin, remove the cannula immediately. It is not in the vein
and should not be used for IV therapy.
♦ After two unsuccessful attempts at insertion of an IV, consult with another professional to
initiate therapy.
Documentation Guidelines
Documentation is important and should be completed as soon as possible after the procedure.
♦ Date and time of venipuncture
♦ Type and gauge of needle and catheter
♦ The location of the insertion site – Use anatomical names of the veins
♦ Reason IV was changed (if necessary)
♦ Number of attempts at venipuncture (REMEMBER – Only stick a patient twice before
getting another professional to try)
♦ The type and flow rate of the IV solution (if any)
♦ Any adverse reactions and actions taken to correct them
♦ Patient teaching and evidence of patient understanding
♦ How the patient tolerated the procedure
♦ Your name and initials
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IV Management
IV sites should be assessed and monitored at established intervals to insure the device is
working properly. This inspection includes both site and equipment.
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Removal of Peripheral IV line
A peripheral catheter should be removed with an order from the physician when therapy is
completed, during routine site rotation, when contamination or IV-related complication is
suspected, or when the tip location is not longer appropriate for the prescribed therapy.
Procedure
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Complications of Peripheral IV Therapy
Catheter Occlusion
Occlusion occurs when fluid or medication cannot enter the vein. The IV flow is interrupted and
blood may be backed up in the tubing or saline lock.
Treatment includes attempting to flush with mild pressure. If the catheter does not flush, do
NOT force it. Remove the IV and start a new one in a new site.
Local Infection
Local infections are a common complication associated with IV therapy. The infection is
generally cause by two sources of contamination: the cannula or fluid being infused.
Contamination of the cannula is the most common source. It can occur during venipuncture or
anytime during therapy from unclean skin at the insertion site.
Symptoms associated with local infection include redness, swelling and tenderness at the site,
possible drainage and elevated temperature. If local infection does occur, the physician should
be notified
Treatment includes discontinuing IV and changing the IV site and doing a culture of the
drainage and/or catheter tip (if ordered by physician). The physician may also order
medications to treat the infection.
Phlebitis
Phlebitis is an inflammation of the vein. It is the most common of the local complications. The
vein can become inflamed in a number of ways including: poor catheter insertion technique,
mechanical irritation from the catheter (too large, not secured), chemical irritation from acidic
or vesicant fluid.
Measures that will help prevent phlebitis include: good venipuncture technique, choosing an
appropriately sized vein for the catheter, dilution of irritating medications and/or infusing into a
larger vein, and choosing the correct access device based on length of stay, treatment and
diagnosis
Symptoms associated with phlebitis include redness, area warm to touch, local swelling, pain
along the course of the vein and possibly an elevated body temperature
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Infiltration
An infiltration is the seepage or infusion of non-caustic IV solution (e.g. normal saline) into the
surrounding tissue. Typically, the causes of infiltration include: dislodgment of the catheter out
of the vein or phlebitis causing fluid to leak at the site of the catheter insertion.
Measures that help prevent infiltration include: securing the catheter and tubing well with tape,
using an arm board (if necessary) to prevent dislodgement, checking the site and tubing often,
choosing the right types of vascular access for the diagnosis and meds the patient is receiving.
Symptoms of infiltration include dependent edema, cool blanched and/or taut skin, slow or
sluggish IV infusion and patient may complain of pain or pressure.
Treatment include discontinuing the IV, elevating the extremity and applying warm
compresses to the site. The warm packs assist in reabsorption of the fluid (do not use on
neonates). {Special note: do not apply warm compresses or elevate an extremity without a
physician’s order}
Extravasation
Extravasation is a form of infiltration in which the fluid is caustic to the tissues and can cause
permanent damage. The agents are termed vesicant fluids and include 10% Dextrose, Dilantin
and any cytotoxic agents used in chemotherapy.
Symptoms include severe pain and burning at the site, blotchy redness and swelling. May also
have tingling sensations, blistering, ulceration or tissue necrosis.
Treatment of extravasation includes stopping the infusion immediately and notifying the
physician. Attempt to withdraw up to 5 mL of fluid from the catheter. This may help in
stopping the agent. Do NOT remove the IV until you verify the medication to treat the
extravasation doesn’t need to be infused through the catheter. Some of the agents have
antidotes, which can reduce or reverse some of the action of the involved agents. Elevate the
extremity and follow treatment orders from the physician.
Hematomas occur when blood leaks into the extravascular space. The patient will have
tenderness at the site, a bruise may be evident at the site, and the infusion will not flow. The
IV catheter must be removed and restarted elsewhere. Additionally, you should apply pressure
until the bleeding stops and warm soaks to aid in the absorption of the blood.
Venous Spasms occur due to severe vein irritation, administration of cold fluids or blood, and
a very rapid flow rate. The patient will experience pain at the VI site, the flow rate will become
sluggish even if the roller clamp is wide open, and the skin will be blanched over the vein.
Treatment includes warm soaks over the vein and reduction in the flow rate of the infusion.
Thrombosis occurs when the platelets adhere to the tunica intima of the vein due to vessel
injury during venipuncture. The vein will appear painful, red and swollen. The IV infusion will
not run quickly. If thrombosis occurs, you will need to remove the IV catheter and restart the
IV in the opposite arm if at all possible. Warm soaks can also be applied.
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Nerve, tendon, or ligament damage occurs due to improper venipuncture technique, tight
taping or improper arm board application. The patient will experience extreme pain at the
insertion site, numbness, muscle contraction and eventually may exhibit paralysis, numbness
and deformity.
Vasovagal reactions can occur when the patient experiences vasospasms from anxiety or
pain. The vein suddenly collapses during venipuncture and causes the patient to become pale,
diaphoretic, faint, dizzy and nauseated. The patient may also have a sudden drop in blood
pressure. If this occurs, lower the head of the bed and have the patient take slow deep breaths
while you monitor vital signs. The reaction should resolve quickly.
Circulatory Overload
Circulatory overload can occur when the IV roller clamp is loosened and the infusion is allowed
to run into the vein quickly.
Symptoms: The patient may be anxious, experience respiratory distress, crackles in the lung
bases, increased blood pressure and neck engorgement.
Treatment includes raising the head of the bed, administering oxygen and IV furosemide as
ordered, and prompt notification of the physician.
Treatment includes contacting the physician, culturing the site and device, administering
antibiotics and hemodynamic support.
Air Embolism
Air embolism occurs when the solution container runs empty and the added container pushes
air down the line into the patient. The patient will experience respiratory distress, unequal
breath sounds, a weak pulse, increased central venous pressure, decreased blood pressure, and
loss of consciousness. If air embolism is suspected, discontinue the infusion, place the patient
in Trendelenburg, administer oxygen and notify the physician.
Allergic reaction may occur when the patient is allergic to the catheter that has been
inserted or the medications being administered. The patient will itch, develop watery eyes and
nose, experience bronchospasm, wheezing, and possibly anaphylaxis. If a reaction does occur,
stop the infusion or discontinue the catheter. Emphasis should be placed on notification of the
physician and airway support. Administration of an antihistamine, a steroid, or epinephrine may
be indicated.
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