top of page

Eduovisual

Blood & Lymphoreticular

Chronic lymphocytic leukemia: diagnosis and watch-and-wait

Clinical Overview and When to Suspect CLL

— Median age at diagnosis ~70; M:F ≈ 2:1; rare in East Asia.

— Strongest risk factor is family history (2–7× increased risk in first-degree relatives); also associated with monoclonal B-cell lymphocytosis (MBL), the obligate precursor state.

— No proven environmental cause; Agent Orange exposure is VA service-connected for veterans (board favorite).

— Most patients are diagnosed incidentally on routine outpatient CBC showing absolute lymphocytosis — recognizing this and choosing the right next step is high-yield.

— Management hinges on a watch-and-wait paradigm for asymptomatic disease, which collides intuitively with the urge to "treat the number."

— Persistent absolute lymphocyte count (ALC) ≥ 5,000/µL in an adult, especially > 50 y.

— Painless lymphadenopathy, splenomegaly, or fatigue out of proportion to exam.

— Recurrent sinopulmonary infections from hypogammaglobulinemia.

— New autoimmune cytopenias (AIHA, ITP) in an older adult.

— Incidental lymphocyte-predominant CBC during preoperative or annual visit.

— Monoclonal B-cell count ≥ 5 × 10⁹/L in peripheral blood, sustained ≥ 3 months, with characteristic immunophenotype.

— Below 5 × 10⁹/L without lymphadenopathy/organomegaly/cytopenia = MBL, not CLL.

— Same phenotype but presenting with nodal disease and < 5 × 10⁹/L circulating cells = small lymphocytic lymphoma (SLL) — same disease, different compartment.

Board pearl: An asymptomatic 68-year-old with ALC 18,000 on a routine CBC and no adenopathy does not need a bone marrow biopsy — order peripheral blood flow cytometry first.

Chronic lymphocytic leukemia (CLL) is the most common adult leukemia in Western countries, a clonal proliferation of mature CD5+ B lymphocytes that co-express CD19, CD20 (dim), and CD23.
Epidemiology
Why Step 3 cares
When to suspect CLL
Diagnostic threshold (iwCLL 2018)
Solid White Background
Presentation Patterns and Key History

Asymptomatic incidental lymphocytosis (~70–80%): CBC ordered for an unrelated reason (preop, annual exam, fatigue workup) returns with ALC 15–50k.

Painless, symmetric lymphadenopathy: cervical, supraclavicular, axillary, inguinal — rubbery, mobile, non-tender, slowly enlarging over months.

B symptoms (less common at diagnosis): unintentional weight loss ≥ 10% in 6 months, drenching night sweats, fevers > 100.5°F without infection, extreme fatigue (ECOG ≥ 2).

Early satiety / LUQ fullness from splenomegaly.

Recurrent infections: pneumonia, sinusitis, herpes zoster — reflecting hypogammaglobulinemia and T-cell dysfunction.

Autoimmune cytopenia: new jaundice + anemia (warm AIHA, ~10%) or isolated thrombocytopenia (ITP).

— Duration of any palpable nodes; tempo of growth (rapid growth → consider Richter transformation).

— Prior CBCs — slow rising lymphocyte count over years strongly supports CLL over reactive lymphocytosis.

— Infection history (zoster, pneumonia frequency, sinus disease) — clue to immune compromise.

— Vaccination status: pneumococcal, influenza, recombinant zoster (Shingrix), COVID — critical baseline.

— Family history of lymphoid malignancy.

— Medication review: drugs causing lymphocytosis (rare) and any prior chemo/radiation.

Lymphocyte doubling time (LDT) < 6 months = active disease, treatment indication.

— Stable count over years = consistent with indolent CLL appropriate for observation.

Key distinction: Reactive lymphocytosis (viral, pertussis, stress) typically resolves over weeks and shows polyclonal, morphologically varied lymphocytes; CLL shows monomorphic small mature lymphocytes with smudge cells persisting > 3 months. Always repeat the CBC before committing to a workup.

Classic presentations on Step 3
Targeted history questions
Tempo clues
Solid White Background
Physical Exam Findings

— Most patients look well; pallor, jaundice, or cachexia suggest advanced disease or AIHA/transformation.

— Document ECOG performance status at every visit — it drives treatment decisions and fitness for therapy.

— Palpate cervical, supraclavicular, axillary, epitrochlear, inguinal regions bilaterally; record size of largest node in each region (in cm).

— CLL nodes: rubbery, mobile, non-tender, symmetric, slowly progressive.

— Red flags for Richter transformation: rapidly enlarging asymmetric node, fixed/matted, tender, B symptoms, sudden LDH rise.

Splenomegaly in ~25–55% — measure span below costal margin in cm; check for splenic rub or tenderness (splenic infarct).

Hepatomegaly in ~15–25%; ascites is uncommon and should prompt transformation workup.

Leukemia cutis: violaceous papules/plaques (rare).

Petechiae/purpura → thrombocytopenia (marrow infiltration or ITP).

Jaundice/scleral icterus → AIHA.

Herpes zoster scars or active dermatomal vesicles — immune dysfunction marker.

Stage 0: lymphocytosis only — low risk, median survival > 10 yr.

Stage I: + lymphadenopathy — intermediate.

Stage II: + hepato- and/or splenomegaly — intermediate.

Stage III: + anemia (Hgb < 11) — high.

Stage IV: + thrombocytopenia (plt < 100k) — high.

— Cytopenias must be from marrow infiltration, not autoimmune destruction, to count for staging.

Step 3 management: Exam findings drive whether you observe or refer urgently — diffuse bulky adenopathy + B symptoms + cytopenia means heme/onc consult now, not a routine 6-month recheck.

General appearance
Lymph node exam — systematic
Abdominal exam
Skin and mucosa
Rai staging at the bedside (still board-tested in the US)
Binet system (used internationally): A/B/C based on areas involved and cytopenias.
Solid White Background
Diagnostic Workup — Initial Labs

CBC with differential: absolute lymphocyte count ≥ 5,000/µL sustained ≥ 3 months is the entry criterion.

Peripheral blood smear: monomorphic small mature lymphocytes with condensed chromatin, scant cytoplasm, and pathognomonic "smudge" (Gumprecht) cells — fragile lymphocytes crushed during slide preparation.

— A bone marrow biopsy is not required for diagnosis if flow is diagnostic.

— Classic CLL phenotype: CD5+, CD19+, CD20 dim, CD23+, CD43+, sIg dim, kappa or lambda light-chain restricted, FMC7−, CD10−, cyclin D1−.

— Matutes/CLL score (5-point): assigns 1 point each for CD5+, CD23+, sIg weak, CD79b/CD22 weak, FMC7−; score 4–5 = CLL, ≤ 3 suggests another B-cell neoplasm.

CMP (creatinine, LFTs, uric acid — TLS risk baseline).

LDH — rising LDH out of proportion to bulk suggests transformation.

Haptoglobin, reticulocyte count, direct antiglobulin test (DAT/Coombs) — screen for AIHA; ~35% of CLL patients have positive DAT, only some have overt hemolysis.

Quantitative immunoglobulins (IgG, IgA, IgM) — baseline hypogammaglobulinemia predicts infection risk.

Beta-2 microglobulin — prognostic, part of CLL-IPI.

Hepatitis B surface antigen, core antibody, hepatitis C, HIV — required before any anti-CD20 therapy (reactivation risk).

Pregnancy test in reproductive-age women.

— Routine CT is not required in asymptomatic patients; obtain CT chest/abdomen/pelvis if treatment is being considered or to evaluate bulky/asymmetric disease.

Board pearl: Smudge cells on smear + lymphocytosis in an older adult → next step is peripheral blood flow cytometry, not bone marrow biopsy and not CT.

Confirm and characterize the lymphocytosis
Peripheral blood flow cytometry — the diagnostic test
Baseline labs at diagnosis
Imaging
Solid White Background
Diagnostic Workup — Advanced and Prognostic Studies

FISH panel for del(13q), trisomy 12, del(11q) (ATM), and del(17p) (TP53).

TP53 mutation sequencing — mutations without 17p deletion still confer poor prognosis and chemoimmunotherapy resistance.

IGHV mutational status: unmutated IGHV (≥ 98% germline homology) = aggressive course; mutated IGHV = indolent, better response to chemoimmunotherapy.

Karyotype (stimulated) — complex karyotype (≥ 3 abnormalities) is independently adverse.

— TP53 status (4 pts), IGHV unmutated (2), β2-microglobulin > 3.5 (2), Rai I–IV/Binet B–C (1), age > 65 (1).

— Stratifies into low/intermediate/high/very high risk groups — guides therapy choice and counseling.

Not required for diagnosis in typical CLL.

— Indicated when cytopenias are unexplained — distinguishes marrow infiltration (counts for Rai stage III/IV and treatment indication) from autoimmune destruction (treat with steroids/rituximab, not chemo).

— Indicated for SLL diagnosis (tissue-predominant disease) or to rule out Richter transformation when a node is rapidly enlarging, asymmetric, or PET-avid.

PET-CT is not for staging CLL but is excellent for identifying the most FDG-avid node (SUV > 10) to biopsy when transformation is suspected.

— HBV (sAg, core Ab), HCV, HIV; consider CMV serology before alemtuzumab (rarely used now).

Key distinction: IGHV mutational status is fixed for life — check it once. FISH and TP53 should be re-checked before each new line of therapy because clones evolve, especially after chemoimmunotherapy.

Cytogenetic and molecular testing (before first treatment, not necessarily at diagnosis if observing)
Prognostic hierarchy of FISH lesions (best → worst): isolated del(13q) > normal > trisomy 12 > del(11q) > del(17p).
CLL-IPI score (integrates 5 factors at start of therapy)
Bone marrow biopsy
Lymph node biopsy
Pretreatment infectious screen
Solid White Background
Risk Stratification and the Watch-and-Wait Decision

Progressive marrow failure: Hgb < 10 g/dL or platelets < 100k from marrow infiltration.

Massive/progressive/symptomatic splenomegaly (≥ 6 cm below costal margin).

Massive nodes (≥ 10 cm) or progressive/symptomatic lymphadenopathy.

Progressive lymphocytosis: > 50% increase over 2 months or lymphocyte doubling time < 6 months (only if starting ALC > 30k and no other cause).

Autoimmune cytopenia poorly responsive to corticosteroids.

Symptomatic extranodal involvement (skin, kidney, lung).

Disease-related symptoms: unintentional weight loss ≥ 10% in 6 mo, ECOG ≥ 2 fatigue, fevers > 2 wk without infection, night sweats > 1 mo.

— Absolute lymphocyte count itself, however high (even 200k) — leukostasis is rare in CLL because cells are small and non-adherent.

— Stable bulky nodes without symptoms.

— Positive DAT without hemolysis.

— Hypogammaglobulinemia alone.

— Patient/family anxiety about "the number."

— Visit + CBC every 3 months for the first year, then every 6–12 months if stable.

— Annual influenza vaccine; pneumococcal (PCV20 or PCV15→PPSV23); recombinant zoster vaccine (Shingrix); COVID-19 boosters; avoid live vaccines (MMR, varicella, live zoster, yellow fever).

— Annual skin exam (↑ non-melanoma skin cancer risk) and age-appropriate cancer screening.

Step 3 management: A 65-year-old with Rai 0 CLL, ALC 40k, no symptoms → no treatment, no chemo, no rituximab. Order vaccines, schedule 3-month follow-up, and reassure.

Core principle: Early treatment of asymptomatic CLL does not improve survival and exposes patients to toxicity, infection, and secondary malignancies. The default is active surveillance ("watch-and-wait") until iwCLL criteria for treatment are met.
iwCLL 2018 indications to initiate therapy (need ≥ 1):
Things that are NOT indications to treat
Watch-and-wait practical schedule (outpatient)
Solid White Background
Pharmacotherapy — First-Line Regimens When Treatment Is Indicated

BTK inhibitors (continuous, oral):

Acalabrutinib (± obinutuzumab) — preferred over ibrutinib due to lower atrial fibrillation and hypertension rates.

Zanubrutinib — similar profile, also preferred.

Ibrutinib — older, more cardiotoxicity (AF, HTN, bleeding); largely supplanted.

BCL-2 inhibitor + anti-CD20 (fixed duration, 12 months):

Venetoclax + obinutuzumab — high rates of undetectable MRD, time-limited therapy.

Ibrutinib/acalabrutinib/zanubrutinib: atrial fibrillation, hypertension, bleeding (hold 3–7 days perioperatively), arthralgias, diarrhea, infections.

Venetoclax: tumor lysis syndrome — requires weekly ramp-up dosing, aggressive hydration, allopurinol/rasburicase, and inpatient monitoring for high-risk patients (bulky nodes, high ALC, renal dysfunction).

Obinutuzumab/rituximab: infusion reactions, HBV reactivation (screen and treat HBcAb+ patients with entecavir prophylaxis).

PJP prophylaxis (TMP-SMX) and antiviral prophylaxis (acyclovir/valacyclovir) for many regimens.

— IVIG for recurrent serious infections + IgG < 400–500 mg/dL.

Board pearl: A patient starting venetoclax with bulky adenopathy needs TLS prophylaxis with hydration, allopurinol, and weekly dose ramp-up — not a single full dose at home.

Watch-and-wait is the answer for most Step 3 CLL vignettes, but you must know first-line therapy because the question may pivot to a patient meeting iwCLL criteria.
Modern frontline therapy is targeted, not chemoimmunotherapy (FCR/BR are largely historical in the US except in young, fit, IGHV-mutated, TP53-wild-type patients).
Preferred first-line options (NCCN, all comers, all risk groups)
TP53-aberrant disease (del17p or TP53 mutation): chemoimmunotherapy does not work — use BTKi or venetoclax-based regimens only.
Key toxicities to recognize on Step 3
Supportive care during treatment
Solid White Background
Procedures and Supportive Interventions

Rarely indicated in CLL because lymphocytes are small and rarely cause leukostasis even at counts > 500k.

— Contrast with AML/CML blast crisis, where leukapheresis is used for symptomatic hyperleukocytosis.

— Reserved for symptomatic splenomegaly unresponsive to systemic therapy, or refractory autoimmune cytopenia failing steroids, rituximab, and IVIG.

— Pre-splenectomy: vaccinate ≥ 2 weeks before against encapsulated organisms (pneumococcus, meningococcus ACWY + B, Hib).

Excisional biopsy preferred over FNA when transformation is suspected — architecture matters for diagnosing diffuse large B-cell lymphoma (Richter).

— Now rarely needed in the targeted-therapy era; consider for double-refractory disease (failed BTKi and venetoclax) or after Richter transformation in young, fit patients.

— Give before starting therapy when possible (responses are far better).

— Annual inactivated influenza, PCV20 (or PCV15 followed by PPSV23 ≥ 8 weeks later), recombinant zoster (Shingrix, 2 doses), COVID-19 primary series and boosters.

Contraindicated: live attenuated vaccines (MMR, varicella, live zoster, yellow fever, intranasal flu, BCG, oral typhoid).

— IVIG (400 mg/kg every 3–4 weeks) for recurrent serious infections + IgG < 400–500.

— PJP and HSV/VZV prophylaxis on most active therapies.

CCS pearl: When ordering venetoclax initiation in CLL on a CCS case, also order: IV fluids, allopurinol, electrolyte panel q6–8h, telemetry, and an inpatient bed for the first dose if TLS risk is high.

CLL is a medical, not procedural disease — but several procedures appear on Step 3.
Leukapheresis
Splenectomy
Splenic irradiation: palliative option for symptomatic splenomegaly in frail patients.
Lymph node biopsy
Bone marrow biopsy: only when needed to clarify cytopenia mechanism or restaging after therapy.
Allogeneic stem cell transplant
Vaccination "procedures" — high yield
Infection prophylaxis
Solid White Background
Special Populations — Elderly and Renal/Hepatic Impairment

— Use CIRS (Cumulative Illness Rating Scale), creatinine clearance, and ECOG to categorize as "go-go," "slow-go," or "no-go."

— Even "no-go" patients are usually candidates for targeted therapy (BTKi or venetoclax-obinutuzumab) — chemoimmunotherapy is what we avoid, not treatment itself.

— Pre-existing atrial fibrillation, uncontrolled HTN, or anticoagulation need → prefer acalabrutinib or zanubrutinib over ibrutinib, or choose venetoclax-obinutuzumab (no cardiotoxicity signal).

— On a BTKi: monitor BP at every visit; treat HTN aggressively; hold BTKi 3–7 days before any surgery/procedure for bleeding risk.

— Venetoclax: CrCl < 80 mL/min increases TLS risk — admit for ramp-up, aggressive hydration, frequent labs.

— Allopurinol dose-adjust; rasburicase preferred if uric acid is high or risk is high (avoid in G6PD deficiency).

— BTK inhibitors: minimal renal adjustment needed.

— Ibrutinib/acalabrutinib/zanubrutinib: reduce dose in moderate-severe hepatic impairment.

— Venetoclax: caution and dose adjustment in severe hepatic dysfunction.

HBV reactivation with anti-CD20: screen all patients; treat HBsAg+ or HBcAb+ with entecavir or tenofovir during and ≥ 12 months after therapy.

— BTKi and venetoclax are CYP3A4 substrates — avoid strong inhibitors (azoles, clarithromycin, grapefruit) and inducers (rifampin, phenytoin, St John's wort); dose-adjust with moderate inhibitors.

— Warfarin + ibrutinib historically avoided due to bleeding; DOACs are preferred when anticoagulation is needed.

Step 3 management: A 78-year-old with AF on apixaban and Rai III CLL needing therapy → acalabrutinib or venetoclax-obinutuzumab, not ibrutinib, and definitely not FCR.

CLL is fundamentally a disease of older adults (median age 70), and Step 3 will test fitness-based decision-making.
Geriatric assessment drives therapy choice
Cardiac comorbidity
Renal impairment
Hepatic impairment
Polypharmacy and drug interactions
Solid White Background
Special Populations — Younger Patients, Pregnancy, Pediatrics

— Essentially does not exist — CLL is a disease of older adults. A child with lymphocytosis has ALL, infection, or pertussis, not CLL.

— A young adult (< 50) with apparent CLL warrants careful review of flow cytometry to exclude mantle cell lymphoma (CD5+, CD23−, cyclin D1+, t(11;14)) or leukemic marginal zone lymphoma.

— Historically offered FCR (fludarabine, cyclophosphamide, rituximab) if IGHV-mutated and TP53 wild-type — can produce very long remissions (potential "cures") but with risk of secondary MDS/AML and infections.

— Most US practice has shifted to targeted therapy even in this group; counsel on tradeoffs.

Fertility counseling and sperm/oocyte banking before chemoimmunotherapy.

— CLL during pregnancy is rare. Watch-and-wait is feasible if asymptomatic.

— If treatment is necessary, defer to second/third trimester; rituximab has been used; BTKi, venetoclax, and fludarabine are teratogenic/embryotoxic — avoid.

— Effective contraception required during and after therapy (BTKi ≥ 1 month, venetoclax ≥ 30 days, fludarabine ≥ 6 months).

— First-degree relatives have elevated risk but routine screening is not recommended outside research protocols — there is no early intervention that changes outcomes.

— CLL is presumptively service-connected for Vietnam-era veterans exposed to Agent Orange — counsel patients to file a VA claim; this is a real Step 3 patient-advocacy item.

— Avoid live vaccines (yellow fever — affects travel plans).

— Skin protection and annual dermatology screening — non-melanoma skin cancers are 2–8× more common.

Board pearl: A 35-year-old with CD5+ lymphocytosis — think mantle cell lymphoma, not CLL, and confirm with cyclin D1 staining and FISH for t(11;14).

Pediatric CLL
Young, fit patients (< 65, no comorbidity)
Pregnancy
Family screening
Veterans
Travel and lifestyle counseling
Solid White Background
Complications and Adverse Outcomes

— Mechanisms: hypogammaglobulinemia, T-cell dysfunction, neutropenia from therapy or marrow infiltration, complement dysfunction.

— Common: encapsulated organisms (S. pneumoniae, H. influenzae), HSV/VZV reactivation, PJP (on therapy), influenza, COVID-19 (impaired vaccine response), invasive fungal disease on BTKi (rare aspergillosis).

— Manage low threshold for empiric antibiotics; IVIG for recurrent serious infections + IgG < 400–500.

Warm AIHA (~5–10%) — DAT+, spherocytes, elevated indirect bilirubin, low haptoglobin, high reticulocyte count, high LDH; treat with prednisone 1 mg/kg, add rituximab or IVIG if refractory.

ITP — isolated thrombocytopenia with normal marrow megakaryocytes (or increased); treat like primary ITP.

Pure red cell aplasia — rare; consider parvovirus B19 PCR.

— Autoimmune cytopenias do not count for Rai staging but are themselves an indication to treat when refractory to steroids.

— Transformation to diffuse large B-cell lymphoma (90%) or rarely Hodgkin lymphoma.

— Clues: rapidly enlarging asymmetric node, B symptoms, abrupt LDH rise, hypercalcemia, extranodal disease.

Diagnose with excisional biopsy of the most PET-avid node (SUV > 10).

— Prognosis poor (median survival 6–12 months for clonally related DLBCL); treat with R-CHOP ± novel agents; consider allo-SCT in responders.

— Increased risk of non-melanoma skin cancer (BCC, SCC — often aggressive), melanoma, lung cancer, and therapy-related MDS/AML after fludarabine-based regimens.

— Highest risk with venetoclax initiation in bulky disease; rare with BTKi.

Key distinction: Sudden LDH rise + asymmetric rapidly growing node in a CLL patient is Richter until proven otherwise — get a biopsy, not just more imaging.

Infections — the leading cause of mortality in CLL
Autoimmune cytopenias
Richter transformation (2–10% lifetime risk)
Secondary malignancies
Tumor lysis syndrome
Solid White Background
When to Escalate Care

Febrile neutropenia (ANC < 500 + temp ≥ 38.3°C or ≥ 38.0°C sustained) — broad-spectrum antibiotics within 1 hour (cefepime or pip-tazo); add vancomycin if line, soft tissue source, or hemodynamic instability.

Severe AIHA with hemodynamic compromise or Hgb < 7 — admit, IV methylprednisolone, transfuse cautiously (cross-match difficulties — call blood bank early), consider IVIG and rituximab.

Suspected Richter transformation with B symptoms, hypercalcemia, or organ compromise — admit for expedited biopsy and staging.

Tumor lysis syndrome during venetoclax ramp-up — IV fluids, rasburicase if uric acid > 8 (avoid in G6PD), monitor electrolytes q6h, renal consult if oliguric.

Serious infection in a hypogammaglobulinemic patient (pneumonia with hypoxia, meningitis, bacteremia).

— New diagnosis with cytopenias or B symptoms.

— Suspected transformation.

— Disease meeting iwCLL treatment criteria.

— Planning for therapy initiation (FISH, TP53, IGHV, vaccines, infectious screen).

Hematology/oncology — primary disease management.

Infectious disease — recurrent or atypical infections, prophylaxis planning.

Dermatology — annual skin screening; aggressive SCC/BCC.

Cardiology — pre-BTKi baseline if AF history, manage on-therapy AF/HTN.

Transfusion medicine — refractory AIHA, alloantibody complexity.

— Document vaccination status, IgG level, performance status, and follow-up appointment within 1–2 weeks for any CLL patient discharged after an infection.

CCS pearl: A CLL patient admitted with pneumonia — order blood cultures, sputum, urine antigen, HIV/HBV/HCV serologies if not done, IgG level, and CT chest before empiric antibiotics within the first hour; arrange ID and heme follow-up before discharge.

Outpatient watch-and-wait is the norm, but several scenarios demand urgent action — these are classic CCS pivots.
Immediate inpatient admission
Urgent (same-day) heme/onc referral
Specialty consults
Hospital discharge planning
Solid White Background
Key Differentials — Other Mature B-Cell Neoplasms

— CD5+ like CLL but CD23−, FMC7+, cyclin D1+, t(11;14).

— Younger patients, GI tract involvement (lymphomatous polyposis), aggressive course.

Critical not to miss — treatment is completely different (R-CHOP/cytarabine or BTKi-based).

— CD5−, CD10−, CD23−; may circulate (splenic MZL with villous lymphocytes).

— Splenomegaly with minimal nodal disease; associations with H. pylori (gastric MALT), HCV (splenic MZL), Sjögren (parotid MALT), Chlamydia psittaci (ocular adnexal).

— CD10+, BCL2+, t(14;18); CD5−, CD23 variable; nodal predominance.

— Pancytopenia + massive splenomegaly without lymphadenopathy; dry tap on marrow.

— CD11c+, CD25+, CD103+, CD123+; BRAF V600E mutation; treat with cladribine.

— Older patients, very high WBC, massive splenomegaly, > 55% prolymphocytes on smear, FMC7+, CD5 variable.

IgM monoclonal gammopathy, hyperviscosity (epistaxis, blurred vision, headache), MYD88 L265P mutation.

Same disease as CLL, but presents with predominant lymphadenopathy and < 5,000/µL circulating monoclonal B cells. Treated by the same criteria.

— Precursor: < 5,000/µL monoclonal B cells, no adenopathy/organomegaly/cytopenia.

— Progression to CLL ~1–2% per year; observe with annual CBC.

Key distinction: CD5+ CD23+ = CLL; CD5+ CD23− cyclin D1+ = mantle cell. Always confirm CD23 and cyclin D1 status before committing to a CLL diagnosis.

Mantle cell lymphoma (MCL)
Marginal zone lymphoma (MZL)
Follicular lymphoma
Hairy cell leukemia
Prolymphocytic leukemia (B-PLL)
Waldenström macroglobulinemia / lymphoplasmacytic lymphoma
Small lymphocytic lymphoma (SLL)
Monoclonal B-cell lymphocytosis (MBL)
Solid White Background
Key Differentials — Non-Malignant Causes of Lymphocytosis

EBV (infectious mononucleosis): young patient, pharyngitis, posterior cervical adenopathy, splenomegaly, atypical (Downey) lymphocytes (large, abundant blue cytoplasm conforming around RBCs), positive heterophile (Monospot); transaminitis common.

CMV: similar mono-like illness, heterophile-negative.

Acute HIV (seroconversion): febrile illness, rash, mucosal ulcers — check HIV RNA, not just antibody.

Pertussis: marked lymphocytosis (20–50k) with paroxysmal cough in adults/children — small mature lymphocytes; PCR diagnostic.

Acute viral hepatitis, rubella, mumps, adenovirus.

Bordetella pertussis (above).

Bartonella, brucellosis, syphilis, TB (less commonly lymphocytic).

— Post-trauma, post-surgery, post-seizure, sickle cell crisis, status asthmaticus — resolves in hours to days.

— DRESS syndrome, certain antiepileptics.

— Mild persistent lymphocytosis, Howell-Jolly bodies on smear.

— Can produce relative or mild absolute lymphocytosis.

— Chronic mild polyclonal lymphocytosis.

— T- or NK-cell, often associated with rheumatoid arthritis and neutropenia; characteristic LGLs on smear; STAT3 mutations.

HTLV-1 endemic regions (Japan, Caribbean); flower cells, hypercalcemia, lytic bone lesions.

Board pearl: Lymphocytosis + paroxysmal cough in a young adult or child = pertussis; lymphocytosis + pharyngitis + splenomegaly in a teen = EBV mono. Neither needs flow cytometry — get the targeted test.

Reactive (polyclonal) lymphocytosis — flow cytometry shows polyclonal kappa/lambda ratio, T-cell predominance, and no aberrant immunophenotype.
Viral infections
Bacterial
Stress/transient lymphocytosis
Drug-induced
Post-splenectomy / hyposplenism
Hyperthyroidism, adrenal insufficiency
Smoking
Large granular lymphocyte (LGL) leukemia
Adult T-cell leukemia/lymphoma
Solid White Background
Long-Term Plan and Secondary Prevention

Annual inactivated influenza vaccine (high-dose for ≥ 65).

Pneumococcal: PCV20 alone, or PCV15 followed by PPSV23 ≥ 8 weeks later.

Recombinant zoster vaccine (Shingrix): 2 doses, age ≥ 19 with immunocompromise (all CLL patients qualify).

COVID-19 primary series and boosters per current CDC schedule for immunocompromised.

Hepatitis B vaccination if susceptible (3- or 4-dose series).

Avoid all live vaccines: MMR, varicella, live zoster (Zostavax — withdrawn), yellow fever, intranasal flu, BCG, oral typhoid.

— Counsel household contacts to be fully vaccinated.

Annual full-body skin exam by dermatology — skin cancers in CLL are aggressive and frequent.

Age-appropriate: colon (start 45, every 10 yr if average risk), breast (40–74), cervical, lung CT for eligible smokers, prostate per shared decision-making.

— Routine BP, lipid, A1c screening; statin and antihypertensive management.

— Bone density screening if on long-term steroids for autoimmune cytopenia.

— IgG < 400–500 mg/dL plus recurrent serious bacterial infections (≥ 2 in a year requiring antibiotics or hospitalization).

— Dose: 400 mg/kg every 3–4 weeks; target trough IgG > 500.

— Sun protection (SPF 30+, broad-brim hats).

— Smoking cessation, alcohol moderation.

— Exercise per general guidelines; no specific restrictions.

— Handwashing, mask use during high-transmission respiratory illness seasons.

Step 3 management: At every CLL visit, document: ALC trend, nodes/spleen exam, performance status, vaccination status, IgG level annually, and skin exam date — these are the items that move the needle in long-term outcomes.

Because most CLL patients spend years on watch-and-wait, the longitudinal outpatient plan is the high-yield Step 3 content.
Infection prevention bundle
Cancer screening — intensified
Cardiovascular and bone health
IVIG indications
Lifestyle counseling
Solid White Background
Follow-Up, Monitoring, and Counseling

First year: CBC with differential + clinical exam every 3 months.

After stable year: every 6–12 months indefinitely.

— Bring forward sooner if new symptoms (B symptoms, rising nodes, new infections, fatigue).

— CBC with differential (track ALC trend and doubling time).

— Symptom screen: B symptoms, fatigue (ECOG), infections, easy bruising/bleeding, early satiety.

— Exam: weight, BP, nodes (all stations), spleen/liver, skin.

— Annual: CMP, LDH, quantitative IgG, DAT if new anemia.

— Annual dermatology and age-appropriate cancer screening.

BTK inhibitors: BP and pulse at every visit; ECG if palpitations; CBC monthly initially; watch for atrial fibrillation, bleeding, infections, arthralgias.

Venetoclax: TLS labs during ramp-up (uric acid, K, phos, Ca, Cr, LDH q6–24h depending on risk); CBC for neutropenia.

Anti-CD20 (rituximab/obinutuzumab): HBV monitoring (HBV DNA q1–3 mo if HBcAb+); infusion reaction prevention.

— "CLL is often a chronic disease, not an acute crisis. Many patients live a normal lifespan without ever needing chemotherapy."

— "We do not treat the number, we treat symptoms and complications."

— "Treatment is dramatically better than 10 years ago — most patients now get pills, not infusions."

— Discuss prognosis honestly using CLL-IPI when relevant; offer clinical trials.

— Screen for depression/anxiety — the "cancer-but-no-treatment" paradox causes real distress.

— Support groups (LLS, CLL Society); written materials; family involvement.

— Discuss early, especially in older patients — code status, healthcare proxy, goals of care.

Board pearl: A patient calls anxious about an ALC that rose from 25k to 32k over 6 months with no symptoms — reassure and continue surveillance; this does not meet doubling-time criteria and is not a treatment trigger.

Watch-and-wait visit cadence
At each visit — checklist
Monitoring on active therapy
Counseling — what patients want to hear
Psychosocial
Advance care planning
Solid White Background
Ethical, Legal, and Patient Safety Considerations

— Patients may struggle accepting "we know you have cancer, but we won't treat it." Document a clear consent conversation: rationale (no survival benefit to early treatment, toxicity avoidance), monitoring plan, what would trigger treatment, and patient's understanding.

— Offer a second opinion without defensiveness — it builds trust and is often diagnostic of patient anxiety needs.

— CLL patients often see multiple specialists (PCP, heme/onc, derm, ID, cardiology). Ensure medication reconciliation at every transition — BTKi and venetoclax have severe CYP3A4 interactions (azoles, macrolides, grapefruit, statins) that primary teams may miss.

— On hospital discharge after infection: document IgG level, vaccine status, follow-up appointment within 1–2 weeks, and hold BTKi 3–7 days before any planned procedure.

— A CLL patient inadvertently given a live vaccine (MMR, live zoster, yellow fever) is a patient safety event — report to VAERS, monitor closely, and the institution should review immunization screening protocols.

— All cellular blood products in CLL should be irradiated (prevent transfusion-associated GVHD) and CMV-safe (leukoreduced or CMV-seronegative) if CMV-seronegative. This is a sentinel-event-level issue if missed.

— CLL itself is reported to state cancer registries by treating institutions (no individual reporting duty).

Veterans with CLL and Vietnam-era service have presumptive service-connected disability for Agent Orange — clinicians should inform patients to file with the VA.

— First-degree relatives have increased risk; counsel but do not order routine screening outside research.

— Ethically, patients with CLL should be informed of trial options at each decision point — particularly for relapsed/refractory disease and Richter transformation.

— In Richter transformation or double-refractory disease, early palliative care referral improves quality and may extend survival.

Step 3 management: Before any anti-CD20 therapy, screen for HBV (sAg and core Ab) — failure to do so leading to fatal HBV reactivation is a documented preventable harm and a board-favorite safety question.

Informed consent for watch-and-wait
Transition-of-care safety
Live vaccine error
Blood product safety
Mandatory reporting and disability
Genetic counseling
Clinical trial enrollment
End-of-life and goals of care
Solid White Background
High-Yield Associations and Rapid-Fire Facts

Board pearl: When in doubt on Step 3 about an asymptomatic CLL vignette, the answer is almost always "observation and follow-up in 3 months" plus vaccinate appropriately.

Most common adult leukemia in the Western world.
Smudge (Gumprecht) cells on peripheral smear = CLL until proven otherwise.
Flow cytometry phenotype: CD5+, CD19+, CD20 dim, CD23+, sIg dim, kappa/lambda restricted.
CD5+ CD23+ = CLL; CD5+ CD23− cyclin D1+ = mantle cell.
Bone marrow biopsy NOT needed to diagnose CLL.
Best prognosis FISH: isolated del(13q); worst: del(17p)/TP53 mutation.
IGHV mutated = good prognosis; unmutated = worse prognosis (counterintuitive — mutated means closer to a normal post-germinal-center B cell).
CLL-IPI factors: TP53, IGHV, β2-microglobulin, stage, age.
Watch-and-wait until iwCLL criteria met — early treatment does not improve survival.
Indications to treat: cytopenia from marrow failure, bulky/symptomatic disease, doubling time < 6 mo, refractory autoimmune cytopenia, B symptoms.
Lymphocyte count alone is NOT an indication to treat — leukostasis is rare.
First-line therapy (US, 2024): acalabrutinib, zanubrutinib, or venetoclax + obinutuzumab.
Venetoclax → tumor lysis syndrome — weekly ramp-up, hydration, allopurinol/rasburicase.
Ibrutinib → atrial fibrillation, hypertension, bleeding.
Anti-CD20 → HBV reactivation — screen and treat HBcAb+ with entecavir.
Hypogammaglobulinemia + recurrent infection + IgG < 500 → IVIG.
Warm AIHA + DAT positive + spherocytes → prednisone.
Richter transformation: rapidly enlarging node, ↑ LDH, B symptoms → biopsy most PET-avid (SUV>10) node.
Avoid live vaccines; give Shingrix, PCV20, annual flu, COVID boosters.
Irradiated, leukoreduced blood products for all CLL patients.
Agent Orange → service-connected presumption for veterans.
MBL = CLL precursor, < 5,000/µL, ~1–2%/yr progression.
SLL = CLL of lymph nodes, same disease.
Secondary cancers: aggressive non-melanoma skin cancer (annual derm), MDS/AML post-fludarabine.
Hold BTKi 3–7 days perioperatively for bleeding risk.
Solid White Background
Board Question Stem Patterns

— A 68-year-old man has CBC at annual physical: WBC 32k, ALC 25k, Hgb 13.5, plt 220k. Asymptomatic. Exam normal.

Next step?Peripheral blood flow cytometry (not bone marrow, not CT, not start treatment).

— Follow-up question: flow confirms CD5+/CD19+/CD23+. Management?Observation with CBC every 3 months.

— Smear shows numerous "smudge cells" with monomorphic small lymphocytes.

Diagnosis?CLL.

— Known CLL patient now has Hgb 8.5, plt 75k, fatigue, 5 kg weight loss.

Action?Initiate first-line therapy (acalabrutinib or venetoclax-obinutuzumab); check FISH/TP53/IGHV first.

— CLL patient with new jaundice, Hgb 7, ↑ retic, ↑ indirect bili, ↓ haptoglobin, DAT positive.

Treatment?Prednisone 1 mg/kg; this AIHA alone is NOT an indication for CLL-directed chemotherapy unless refractory.

— Stable CLL patient develops rapidly enlarging cervical node, fevers, weight loss, LDH 800.

Next step?Excisional biopsy of the most FDG-avid node on PET-CT.

— CLL patient asks about shingles vaccine.

Recommend?Recombinant zoster vaccine (Shingrix), 2 doses; avoid live attenuated zoster.

— Patient starting venetoclax with bulky nodes develops K 6.2, phos 7, uric acid 11, Cr rising.

Management?IV fluids, rasburicase, hold venetoclax, telemetry, electrolyte correction.

— 55-year-old man with CD5+ lymphocytosis, CD23 negative, cyclin D1 positive.

Diagnosis?Mantle cell lymphoma, not CLL.

— Recurrent sinopulmonary infections (3 in past year), IgG 380.

Intervention?IVIG replacement.

— CLL patient needs RBCs.

Order?Irradiated, leukoreduced products.

Key distinction: The high-yield Step 3 trap is treating an asymptomatic high lymphocyte count — the right answer is almost always observe and vaccinate, not chemotherapy.

Stem 1 — Incidental lymphocytosis
Stem 2 — Smudge cells
Stem 3 — Treatment trigger
Stem 4 — Autoimmune hemolysis
Stem 5 — Richter transformation
Stem 6 — Vaccination
Stem 7 — TLS during venetoclax
Stem 8 — Mantle cell mimic
Stem 9 — Hypogammaglobulinemia
Stem 10 — Transfusion
Solid White Background
One-Line Recap

CLL is a chronic, indolent CD5+/CD19+/CD23+ B-cell leukemia diagnosed by peripheral blood flow cytometry alone; the cornerstone of management is watch-and-wait with infection prevention until iwCLL criteria for treatment are met, at which point modern targeted therapy (BTK inhibitors or venetoclax-obinutuzumab) — not the lymphocyte count itself — drives outcomes.

Board pearl: On Step 3, the most common right answer for an asymptomatic patient with newly diagnosed CLL is "observation with CBC every 3 months and age-appropriate vaccination" — recognizing this restraint is the entire teaching point.

Diagnose: Sustained monoclonal B-cell lymphocytosis ≥ 5,000/µL with characteristic flow phenotype (CD5+, CD19+, CD20 dim, CD23+, light-chain restricted) + smudge cells on smear — no bone marrow biopsy needed.
Stage and risk-stratify: Rai 0–IV at the bedside; before treatment, obtain FISH (especially del 17p), TP53 sequencing, and IGHV mutational status — these change therapy choice and prognosis.
Observe most patients: Treat only when iwCLL criteria are met (marrow failure cytopenias, bulky/symptomatic disease, doubling time < 6 months, refractory autoimmune cytopenias, B symptoms) — never treat the lymphocyte count alone.
Prevent complications: Inactivated vaccines (flu, PCV20, Shingrix, COVID), avoid live vaccines, IVIG for hypogammaglobulinemia + recurrent infection, irradiated leukoreduced blood products, annual dermatology screening, and prompt biopsy of any rapidly enlarging or PET-avid node to catch Richter transformation early.
Solid White Background
bottom of page