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Eduovisual

Blood & Lymphoreticular

Hereditary spherocytosis: diagnosis and management

Clinical Overview and When to Suspect Hereditary Spherocytosis

— Loss of membrane surface area → spheroidal RBCs with reduced deformability → splenic sequestration and extravascular hemolysis.

— Most common inherited hemolytic anemia in people of Northern European descent (~1 in 2,000–5,000).

Autosomal dominant in ~75% (most often ANK1 ankyrin mutations); ~25% recessive or de novo.

— Severity ranges from asymptomatic compensated hemolysis to transfusion-dependent disease.

— Adult or child with chronic or intermittent jaundice + splenomegaly + anemia and a family history of "anemia," "gallstones at a young age," or splenectomy.

— Incidental MCHC > 36 g/dL with elevated RDW on a routine CBC.

— Neonatal jaundice requiring phototherapy or exchange transfusion, especially with positive family history.

Pigmented (calcium bilirubinate) gallstones in a young adult — classic stem trigger.

— Sudden severe anemia after a viral illness (parvovirus B19 aplastic crisis) in someone with previously mild compensated hemolysis.

— Membrane instability → vesiculation → ↓ surface-to-volume ratio → spherocytes → spleen culls them → extravascular hemolysis → unconjugated hyperbilirubinemia, ↑ LDH, ↓ haptoglobin, reticulocytosis.

Board pearl: The triad of anemia + jaundice + splenomegaly with a positive family history and spherocytes on smear should make HS your top diagnosis before ordering any confirmatory test. Coombs-negative spherocytic hemolytic anemia in a Northern European patient = HS until proven otherwise; Coombs-positive spherocytic anemia = warm autoimmune hemolytic anemia (AIHA) — this is the single highest-yield distinction in this topic on the boards.

Definition: Inherited hemolytic anemia caused by defects in red cell membrane proteins (ankyrin, band 3, spectrin, protein 4.2) that anchor the lipid bilayer to the cytoskeleton.
Epidemiology:
When to suspect on Step 3:
Pathophysiology cascade to remember:
Solid White Background
Presentation Patterns and Key History

Mild (20–30%): Hgb 11–15, retics 3–6%, bilirubin 1–2 mg/dL; often diagnosed incidentally or via family screening.

Moderate (60–70%): Hgb 8–12, retics ≥6%, bilirubin >2; intermittent transfusions, gallstones common.

Severe (~5%): Hgb 6–8, transfusion-dependent, growth failure in children; usually recessive.

Neonate: Hyperbilirubinemia in first 48 hours, often needs phototherapy; can mimic ABO incompatibility.

Child: Pallor, fatigue, scleral icterus, splenomegaly noted on well-child exam; school-age gallstones.

Adult: Pigment cholelithiasis, splenomegaly found on imaging, or unexplained mild anemia with elevated MCHC.

— Family history of anemia, jaundice, gallbladder surgery at <40 years, or splenectomy.

— Episodic worsening of jaundice or fatigue (suggests hemolytic crisis).

— Recent viral illness with abrupt pallor and reticulocytopenia → parvovirus B19 aplastic crisis.

— Folate intake (chronic hemolysis depletes folate → megaloblastic/megaloblastoid crisis).

— Pregnancy history (anemia worsens; folate demand ↑).

Hemolytic crisis: Triggered by infection; ↑ jaundice, ↑ retics, ↓ Hgb modestly.

Aplastic crisis: Parvovirus B19; reticulocytopenia with profound Hgb drop — the dangerous one.

Megaloblastic crisis: Folate deficiency during pregnancy or chronic illness.

Key distinction: Aplastic crisis has LOW reticulocytes despite severe anemia — opposite of every other HS exacerbation. A stem describing a child with HS, recent "slapped cheek" rash exposure, and a retic count of 0.2% is parvovirus B19 until proven otherwise; manage with transfusion support and isolate from pregnant contacts (risk of hydrops fetalis).

Three classic clinical severities (guides Step 3 management intensity):
Age-specific presentations:
High-yield history questions to ask:
Three crisis types to recognize:
Solid White Background
Physical Exam Findings and Hemodynamic Assessment

Pallor (conjunctival, palmar creases).

Scleral icterus and mild generalized jaundice — fluctuates with hemolytic activity.

Splenomegaly — palpable in 50% of children and ~75% of adults; usually mild-to-moderate (2–6 cm below costal margin), rarely massive.

Frontal bossing, maxillary hyperplasia, "chipmunk facies" in severe untreated childhood disease (marrow expansion) — less common than in thalassemia but tested.

Leg ulcers (chronic hemolysis), rare.

Growth delay in moderate-severe pediatric cases.

Right upper quadrant tenderness or Murphy sign if cholecystitis from pigment stones.

— Normal cardiac exam unless severely anemic: tachycardia, flow murmur at LSB.

— Check HR, BP (orthostatics), capillary refill, mental status.

Aplastic crisis: Patient can decompensate quickly because Hgb falls without compensatory reticulocytosis — look for tachycardia, narrow pulse pressure, exertional dyspnea.

Hemolytic crisis with infection: Fever + jaundice + splenic tenderness — assess for sepsis (qSOFA, lactate).

— Vitals q15 min, continuous SpO₂, 2 large-bore IVs.

— Type & crossmatch (notify blood bank — antibodies common from prior transfusions).

— CBC with retic, peripheral smear, LDH, haptoglobin, total/direct bilirubin, DAT, BMP.

Transfuse if Hgb <7 or symptomatic; aim Hgb 8–9, avoid over-transfusion.

CCS pearl: In a CCS case of suspected HS aplastic crisis, order reticulocyte count and DAT early — a Coombs-negative result with reticulocytopenia and a known family history clinches the diagnosis and justifies transfusion. Don't forget to isolate the patient (droplet precautions) if parvovirus B19 is suspected, particularly to protect pregnant staff and immunocompromised co-patients on the ward.

Cardinal triad on inspection:
Other findings:
Hemodynamic assessment during a crisis:
CCS-style initial actions for a crashing HS patient:
Solid White Background
Diagnostic Workup — Initial Labs and Smear

Anemia (variable severity), ↑ MCHC (>36 g/dL) — the most specific routine CBC clue.

↑ RDW reflecting reticulocytosis and spherocyte heterogeneity.

— MCV usually normal or low-normal.

Reticulocyte count elevated (>3%), often 5–20% — except in aplastic crisis.

↑ Unconjugated bilirubin, ↑ LDH, ↓ haptoglobin.

Urine urobilinogen ↑, but urine hemosiderin/hemoglobin negative (extravascular, not intravascular).

— Normal PT/PTT.

Spherocytes: Small, dense, hyperchromic RBCs without central pallor.

— Polychromasia (reflects reticulocytosis).

— No schistocytes (rules out MAHA), no bite cells (rules out G6PD), no sickle forms.

Must be negative to call it HS. A positive DAT redirects you to autoimmune hemolytic anemia (AIHA), which also shows spherocytes.

— Iron studies (often elevated ferritin from chronic hemolysis and transfusions — risk of iron overload).

— Folate, B12.

— Hepatitis serologies, HIV (baseline before splenectomy and immunosuppression considerations).

— Right upper quadrant ultrasound to screen for pigmented gallstones — even in asymptomatic patients with confirmed HS.

Board pearl: The combination of MCHC >36 + reticulocytosis + negative DAT + spherocytes on smear + family history is sufficient on Step 3 to diagnose HS without confirmatory testing — confirmatory studies (next chunk) are reserved for ambiguous cases, atypical presentations, or pre-splenectomy planning. Always check the DAT first — missing AIHA and proceeding to splenectomy for presumed HS is a major board (and real-world) error.

CBC findings:
Hemolysis panel:
Peripheral blood smear — the high-yield test:
Direct antiglobulin test (Coombs/DAT):
Additional baseline labs:
Solid White Background
Diagnostic Workup — Advanced and Confirmatory Studies

— Flow cytometry measuring fluorescent EMA binding to band 3 protein on RBC membranes.

Sensitivity ~93%, specificity ~98%; rapid, small blood volume, works in neonates.

Decreased fluorescence confirms HS (especially band 3 and ankyrin defects).

— Has largely replaced the osmotic fragility test in modern US labs.

— Spherocytes lyse at higher salt concentrations than normal RBCs.

— Incubated (24-hour) version more sensitive than fresh.

— Can be falsely negative in compensated HS with many reticulocytes; falsely positive in AIHA.

— Next-generation sequencing panels (ANK1, SPTB, SPTA1, SLC4A1, EPB42) — reserved for:

— Atypical or recessive cases, severe neonatal disease, ambiguous EMA results, or family planning/genetic counseling.

— Negative family history + spherocytes + hemolysis → confirm with EMA before committing to chronic management or splenectomy.

— Unclear differential between HS and AIHA when DAT is weakly positive.

— Preoperative confirmation in pediatric severe disease before splenectomy.

RUQ ultrasound at diagnosis and every 3–5 years (or sooner if symptoms) for gallstones.

— Spleen size documented (sometimes useful pre/post-splenectomy decision).

Key distinction: EMA binding test is now the preferred confirmatory study — osmotic fragility is an older Step 1/2 favorite but Step 3 expects you to know that EMA + flow cytometry is the modern standard. Genetic testing is NOT routinely required for diagnosis; reserve it for atypical, recessive, or severe neonatal cases where management or counseling depends on the result.

EMA (eosin-5-maleimide) binding test — current gold standard for diagnosis:
Osmotic fragility test (classic but less used):
Acidified glycerol lysis test, cryohemolysis test: Adjunctive, lab-dependent.
Genetic testing:
When to pursue advanced testing on Step 3:
Imaging:
Solid White Background
Risk Stratification and First-Line Management Logic

Mild HS: Hgb >11, retics <6%, bilirubin <2, no transfusions → observation + folate.

Moderate HS: Hgb 8–11, retics 6–10%, bilirubin 2–3, occasional transfusion → folate + monitor + consider splenectomy if symptomatic.

Moderate-severe: Hgb 6–8, regular transfusion need → splenectomy candidate after age 6.

Severe: Transfusion-dependent, growth failure → splenectomy after age 6 (rarely earlier), vaccinations, iron monitoring.

Daily folic acid 1 mg PO — prevents megaloblastic crisis; lifelong for moderate/severe disease, often for mild as well.

Avoid iron supplementation unless documented iron deficiency (most patients are iron-overloaded, not iron-deficient).

— Annual CBC, retic, bilirubin, LDH, ferritin.

— RUQ ultrasound at diagnosis and periodically; symptomatic gallstones → cholecystectomy (often combined with splenectomy if both indicated).

— Recurrent aplastic or hemolytic crises.

— Symptomatic anemia (fatigue limiting school/work, growth failure).

— Transfusion dependence or iron overload (ferritin >1000).

— Refractory hyperbilirubinemia or pigment stone complications.

— Vaccinate ≥2 weeks before surgery: pneumococcal (PCV20 or PCV15+PPSV23), meningococcal (MenACWY + MenB), H. influenzae type b.

— Counsel on lifelong infection risk and need for prompt antibiotic access.

Step 3 management: For an adult with mild HS and an incidental finding, the answer is almost always folate + observation + RUQ ultrasound, not splenectomy. Splenectomy is reserved for moderate-to-severe disease, growth failure, or recurrent crises, and is deferred until at least age 6 (ideally older) to preserve immune function and reduce overwhelming post-splenectomy infection (OPSI) risk.

Severity-driven framework (NIH/British Society for Haematology classifications):
Step 3 outpatient management priorities:
Triggers prompting escalation:
Pre-splenectomy planning (covered in detail in chunk 8):
Solid White Background
Pharmacotherapy — First-Line Regimens

1 mg PO daily for moderate-severe HS; 0.4–1 mg for mild disease.

— Prevents megaloblastic crisis during periods of high erythropoietic demand (pregnancy, growth spurts, infection).

— Cheap, well-tolerated; essentially universal in chronic hemolytic disease.

— Initiate when ferritin >1000 ng/mL or after ~20 transfusions or with cardiac/hepatic iron evidence on MRI T2*.

Deferasirox (oral, first-line in US) — monitor renal/hepatic function, GI side effects.

Deferoxamine (subQ infusion) — used in pregnancy and severe overload.

Deferiprone — agranulocytosis risk; weekly CBC required.

— Indications: symptomatic anemia, Hgb <7, aplastic crisis, hemodynamic compromise.

— Use leukoreduced, irradiated products if possible; phenotype-match to reduce alloimmunization (common in chronically transfused patients).

— Transfuse to Hgb ~8–9, not normal — over-transfusion accelerates iron loading.

Pneumococcal: PCV20 alone, or PCV15 followed by PPSV23 ≥8 weeks later; PPSV23 booster at 5 years.

Meningococcal: MenACWY (2-dose primary, boosters q5 years) + MenB (2-dose series).

Hib: Single dose.

Annual influenza and routine COVID-19 vaccination.

— Administer ≥2 weeks before elective splenectomy; if emergent, give ≥14 days after.

Penicillin V 250–500 mg BID (or amoxicillin) for children for ≥5 years post-splenectomy and until at least age 5 — often continued lifelong in high-risk patients.

— Adults: individualized; many guidelines support at least 1–2 years post-op or lifelong if prior OPSI.

Standby emergency antibiotic (amoxicillin-clavulanate or levofloxacin) at home for febrile illness.

Board pearl: NEVER give iron to an HS patient unless deficiency is biochemically proven — chronic hemolysis recycles iron, and patients are typically iron-loaded. Mistakenly prescribing iron is a classic distractor on board questions about chronic hemolytic anemias.

Folic acid supplementation:
Iron chelation (transfusion-dependent patients):
Transfusion strategy:
Vaccinations (pre- and post-splenectomy):
Prophylactic antibiotics post-splenectomy:
Solid White Background
Splenectomy — Definitive Procedural Management

Severe HS: Transfusion-dependent, growth failure → splenectomy generally recommended.

Moderate HS: Symptomatic anemia, fatigue, recurrent crises, gallstone formation → splenectomy reasonable.

Mild HS: Generally NOT indicated — risks outweigh benefits.

— Concurrent symptomatic cholelithiasis → combined splenectomy + cholecystectomy.

Delay until age ≥6 years whenever possible to minimize OPSI risk; ideally older if clinically tolerable.

— Avoid in infancy except in life-threatening transfusion dependence.

Laparoscopic total splenectomy preferred (lower morbidity, faster recovery).

Partial splenectomy (subtotal) — emerging option in pediatrics to preserve immune function while reducing hemolysis; risk of regrowth and need for completion splenectomy.

— Concurrent cholecystectomy if gallstones are present.

— Search for and remove accessory spleens intraoperatively (10–30% of patients) — missed accessory spleens cause hemolysis recurrence.

Hgb normalizes or near-normalizes in >90%.

Reticulocyte count drops, bilirubin falls, hemolysis markers improve.

— Spherocytes persist on smear (the membrane defect remains) — don't be fooled.

Howell-Jolly bodies, target cells, and Pappenheimer bodies appear — confirm functional asplenia.

Overwhelming post-splenectomy infection (OPSI): encapsulated organisms (S. pneumoniae, N. meningitidis, H. influenzae); mortality up to 50%.

Venous thromboembolism (especially portal/splenic vein thrombosis), arterial events, pulmonary hypertension long-term.

— Persistent thrombocytosis (often >1,000,000) — usually asymptomatic but monitor.

CCS pearl: For a CCS scenario of a child with moderate HS and gallstones requiring elective splenectomy, the high-yield order set includes: vaccinations ≥2 weeks preop, type & screen, baseline CBC/retics/LDH/bilirubin, RUQ ultrasound, surgery and anesthesia consults, postoperative penicillin V prophylaxis, VTE prophylaxis, and patient/family education on febrile-illness emergency plan.

Indications for splenectomy:
Timing:
Surgical approach:
Expected outcomes:
Major post-splenectomy risks:
Solid White Background
Special Populations — Elderly and Renal/Hepatic Impairment

— Many have compensated mild HS undiagnosed for decades; presents with new gallstones, anemia after illness, or incidental MCHC elevation.

— Coexisting comorbidities (CAD, CKD) lower the threshold for transfusion (target Hgb ~8 with cardiac disease).

— Splenectomy in elderly patients carries higher perioperative risk; weigh symptoms against OPSI risk in a population with less robust immune response to vaccines.

Deferasirox is nephrotoxic — avoid if CrCl <40, monitor SCr at baseline, week 2, then monthly.

— Adjust other meds (e.g., levofloxacin emergency prophylaxis) for CrCl.

— CKD patients have blunted erythropoietin response — chronic hemolysis is poorly tolerated; consider lower transfusion threshold.

— Chronic hemolysis + transfusion iron loading → secondary hemochromatosis with cirrhosis risk.

— Monitor LFTs, ferritin, and hepatic MRI T2* in chronically transfused patients.

— Pigment gallstones common — low threshold for cholecystectomy even when mildly symptomatic to prevent cholangitis in cirrhotic patients.

— Deferasirox and deferiprone both hepatotoxic — monitor LFTs, dose-adjust.

— Elderly HS patient undergoing non-splenectomy surgery: ensure adequate Hgb, type & screen, communicate with anesthesia about hemolysis risk from drugs that stress RBCs.

VTE prophylaxis important — chronic hemolysis is a hypercoagulable state.

— Older adults have weaker vaccine responses → may need more aggressive revaccination schedules post-splenectomy.

Step 3 management: For an elderly HS patient with new symptomatic gallstones and CKD stage 3, prioritize elective cholecystectomy with type & screen, optimize hemoglobin preoperatively, and reserve splenectomy unless hemolysis is significantly contributing to morbidity. Always reassess vaccination status in older patients — many missed adult booster doses for pneumococcal and meningococcal vaccines, and they need to be current before any elective splenectomy.

Older adults with HS:
Renal impairment considerations:
Hepatic impairment considerations:
Anesthesia and perioperative considerations:
Vaccine response:
Solid White Background
Special Populations — Pregnancy, Pediatrics, and Neonates

Anemia often worsens due to increased plasma volume, folate demand, and erythropoietic stress.

Increase folic acid to 4–5 mg daily (vs standard 0.4–0.8 mg) starting preconception.

— Monitor CBC each trimester; transfuse for symptomatic anemia or Hgb <7.

Avoid deferasirox and deferiprone (teratogenic/limited safety data); deferoxamine is preferred chelator if needed.

Splenectomized mothers: ensure vaccinations up to date; counsel on infection risk; continue penicillin prophylaxis through pregnancy.

— Neonatal hyperbilirubinemia common in affected newborns — coordinate with neonatology.

— Presents with jaundice in first 24–48 hours, often requiring phototherapy and occasionally exchange transfusion.

— Anemia may emerge over weeks as fetal hemoglobin declines.

— EMA binding test reliable even in neonates.

— Avoid splenectomy in neonatal period; transfuse as needed; some severe cases require monthly transfusions during infancy.

— Growth velocity is a key clinical parameter — growth delay is a splenectomy indication.

— Folate 1 mg daily, school accommodations during crises.

Parvovirus B19 exposure — counsel families that "fifth disease" outbreaks in school may trigger aplastic crisis; seek care for sudden pallor/fatigue.

— Routine immunizations on schedule; add splenectomy-specific vaccines if applicable.

Subtotal/partial splenectomy preferred in young children when feasible to preserve some immune function.

— Autosomal dominant: 50% transmission risk; recessive forms require both parents to carry.

— Offer family screening (CBC + smear) to first-degree relatives — many have undiagnosed mild disease.

Board pearl: A pregnant patient with known HS needs high-dose folate (4–5 mg/day), trimester CBC monitoring, deferoxamine if chelation required, and continued penicillin prophylaxis if previously splenectomized — and remember to screen the newborn for HS and hyperbilirubinemia. Parvovirus B19 in a pregnant household contact is a dual threat: aplastic crisis in mother + hydrops fetalis in fetus.

Pregnancy in HS:
Neonatal HS:
Pediatric considerations:
Genetic counseling:
Solid White Background
Complications and Adverse Outcomes

— Develop in 50%+ of HS patients by adulthood from chronic bilirubin turnover.

— Risk increases with co-inheritance of Gilbert syndrome (UGT1A1 polymorphism) — important pearl.

— Complications: biliary colic, cholecystitis, choledocholithiasis, gallstone pancreatitis, cholangitis.

Parvovirus B19 infects erythroid progenitors → transient red cell aplasia.

— Severe anemia with reticulocytopenia for 7–10 days.

— Self-limited but requires transfusion support; IVIG if immunocompromised.

— Triggered by intercurrent infection or stress; jaundice and anemia worsen with brisk reticulocytosis.

— Folate deficiency during pregnancy, malnutrition, or chronic illness → ineffective erythropoiesis.

— Prevented by daily folate supplementation.

— From chronic transfusion and increased GI absorption.

— Causes cardiomyopathy, cirrhosis, endocrinopathy (diabetes, hypogonadism).

— Monitor ferritin, hepatic and cardiac MRI T2*.

OPSI (overwhelming sepsis with encapsulated organisms) — lifelong risk, highest in first 2 years.

VTE / portal vein thrombosis — postoperative incidence 5–10%.

— Persistent thrombocytosis, pulmonary hypertension (long-term, more in hemolytic anemias).

— Atherosclerotic risk modestly elevated.

Key distinction: Aplastic crisis = reticulocyte LOW, parvovirus B19; hemolytic crisis = reticulocyte HIGH, infection-triggered; megaloblastic crisis = folate-deficient, MCV up. Three crises, three reticulocyte patterns — board favorite. The single most preventable HS complication is OPSI — vaccination, prophylactic antibiotics, and patient education are the trio you must always recommend.

Pigmented (calcium bilirubinate) gallstones:
Aplastic crisis:
Hemolytic crisis:
Megaloblastic crisis:
Iron overload / secondary hemochromatosis:
Post-splenectomy complications:
Leg ulcers, extramedullary hematopoiesis, and (rarely) pulmonary hypertension in chronic uncorrected disease.
Mortality drivers: OPSI, iron overload cardiomyopathy, severe aplastic crisis without rapid transfusion.
Solid White Background
When to Escalate Care — ICU, Consult, and Inpatient Triage

— Hemodynamic instability from severe acute anemia (Hgb <6 with shock physiology).

— Aplastic crisis with cardiopulmonary compromise.

— Post-splenectomy sepsis / OPSI — septic shock with encapsulated organism bacteremia.

— Iron-overload cardiomyopathy with decompensated heart failure.

— Massive splenic infarction or splenic rupture (rare).

— Hgb <7 with symptoms (chest pain, syncope, dyspnea, severe fatigue).

— Suspected aplastic crisis with retic <1%.

— Acute cholecystitis, cholangitis, or gallstone pancreatitis.

— Febrile illness in a splenectomized patient (presume OPSI until proven otherwise).

— Postoperative complications (bleeding, thrombosis, infection).

Hematology: All confirmed HS cases; severity stratification, splenectomy decision, transfusion planning.

General/pediatric surgery: Splenectomy and/or cholecystectomy planning.

Infectious disease: Post-splenectomy febrile illness, recurrent infections, OPSI.

Maternal-fetal medicine: Pregnant HS patient, especially if transfusion-dependent or splenectomized.

Genetic counseling: Family planning, atypical phenotypes.

Gastroenterology: Cholangitis, choledocholithiasis requiring ERCP.

— Stable, mild anemia, no crisis → outpatient hematology follow-up.

— Acute symptomatic anemia or febrile splenectomized patient → ED + admission.

— Pregnant patient with worsening anemia → MFM + hematology, often outpatient transfusion.

Blood cultures × 2, lactate, CBC, comprehensive metabolic panel.

Empiric IV ceftriaxone within 1 hour (add vancomycin if shock or resistant pneumococcus suspected).

— Aggressive fluid resuscitation; ICU consult if hypotensive.

CCS pearl: A splenectomized HS patient presenting with fever — even if "well-appearing" — must receive empiric IV ceftriaxone within 60 minutes and be admitted for observation. Do not wait for cultures. This is a classic CCS time-pressure scenario where delayed antibiotics will lower your score and harm the patient. Patients should be taught to seek emergency care for any temperature ≥101°F (38.3°C).

ICU-level care indications:
Hospital admission criteria:
Consultations to obtain:
Outpatient vs inpatient triage on Step 3:
Emergency department empiric care for febrile asplenic patient:
Solid White Background
Key Differentials — Same-Category (Hemolytic Anemias)

— Spherocytes on smear, hemolysis labs identical to HS — but DAT POSITIVE (IgG ± C3).

— Often idiopathic or associated with lupus, CLL, lymphoma, viral infections, drugs (methyldopa, cephalosporins).

Treat with corticosteroids, not splenectomy first-line.

Bite cells and Heinz bodies on smear (not spherocytes).

— X-linked, episodic intravascular hemolysis triggered by oxidants (sulfa, nitrofurantoin, fava beans, dapsone, primaquine).

— Diagnosed by G6PD activity assay (false-negative during acute hemolysis — repeat 2–3 months later).

— Spectrin defects; elliptocytes dominate smear; usually milder than HS.

— Autosomal recessive; non-spherocytic hemolytic anemia with burr cells/echinocytes.

— Diagnosed by enzyme assay.

— GPI-anchor defect (PIGA mutation); intravascular hemolysis with hemoglobinuria (dark morning urine), thrombosis, cytopenias.

— Diagnosed by flow cytometry for CD55/CD59 deficiency; treated with eculizumab/ravulizumab.

— Microcytic, target cells, basophilic stippling; iron studies normal/elevated; Hgb electrophoresis abnormal.

— Sickle forms on smear, vaso-occlusive crises, Hgb electrophoresis.

Schistocytes, thrombocytopenia; clinical context (renal failure, neuro signs, coagulopathy).

Key distinction: DAT separates HS from AIHA — both have spherocytes and hemolysis labs, but only AIHA is Coombs-positive. Don't splenectomize a presumed HS patient until DAT has confirmed it is negative. Spherocytes are nonspecific — context, family history, and DAT decide the diagnosis.

Autoimmune hemolytic anemia (warm AIHA):
G6PD deficiency:
Hereditary elliptocytosis / pyropoikilocytosis:
Pyruvate kinase deficiency:
Paroxysmal nocturnal hemoglobinuria (PNH):
Thalassemia:
Sickle cell disease:
Microangiopathic hemolytic anemias (TTP, HUS, DIC):
Solid White Background
Key Differentials — Other-Category Causes

— Isolated unconjugated hyperbilirubinemia during fasting or illness.

No anemia, no reticulocytosis, normal smear, normal LDH/haptoglobin.

— Coexists with HS in some patients and accelerates gallstone formation — important association.

— Jaundice with elevated AST/ALT, conjugated bilirubin predominant.

— No spherocytes, no hemolysis labs.

— Conjugated hyperbilirubinemia, elevated alkaline phosphatase and GGT, dilated ducts on imaging.

— May coexist with HS via pigment stones — but distinguish from primary hemolysis.

— Cirrhosis with portal hypertension, lymphoma, infections (malaria, kala-azar) — splenomegaly with pancytopenia.

— Smear and clinical context distinguish.

— Acute thermal injury denatures spectrin → transient spherocytes; clinical history is obvious.

— Spherocytic intravascular hemolysis; acute toxin-mediated; very different clinical context.

— Coombs-negative hemolytic anemia + liver disease + neuropsychiatric symptoms; low ceruloplasmin, Kayser-Fleischer rings.

— Iron overload without hemolysis; HFE gene; differs from transfusion-related secondary iron overload of HS.

— Excluded by normal hemolysis labs, smear, and appropriate iron studies/levels.

Board pearl: A young patient with isolated unconjugated hyperbilirubinemia, normal Hgb, and normal smear has Gilbert syndrome, not HS. But Gilbert + HS together dramatically increases pigment gallstone risk — a favorite distractor stem. Always check a smear and retic count before attributing jaundice to "just Gilbert's."

Gilbert syndrome:
Viral hepatitis / hepatocellular jaundice:
Obstructive jaundice (choledocholithiasis, cholangiocarcinoma):
Hypersplenism from other causes:
Burn-induced spherocytosis:
Clostridial sepsis / snake/spider envenomation:
Wilson disease:
Hereditary hemochromatosis (primary):
Anemia of chronic disease, B12/folate deficiency, iron deficiency:
Solid White Background
Secondary Prevention, Discharge Plan, and Long-Term Management

Folic acid 1 mg PO daily (4–5 mg if pregnant or actively planning).

— Iron studies every 6–12 months; avoid iron supplementation unless deficient.

— RUQ ultrasound at diagnosis, then every 3–5 years or with symptoms.

— Annual CBC, retic count, LDH, bilirubin, ferritin.

— Hgb-targeted transfusion for severe disease; iron chelation if ferritin >1000 or organ overload.

Penicillin V 250–500 mg PO BID (or amoxicillin) — pediatric: ≥5 years and until at least age 5; adult: at least 1–2 years, often lifelong if high-risk.

— Penicillin allergy: erythromycin or azithromycin.

Standby emergency antibiotic (amoxicillin-clavulanate or levofloxacin) — patient takes at home with first dose of fever and proceeds immediately to ED.

PPSV23 booster 5 years after first dose post-splenectomy.

MenACWY booster every 5 years, MenB primary series + boosters per ACIP.

— Annual influenza, COVID-19 updates, and routine adult vaccines (Tdap, zoster, HPV as appropriate).

— Medical alert bracelet noting asplenia.

— Travel counseling: malaria prophylaxis (asplenic patients have severe malaria), babesiosis avoidance, animal bite caution (Capnocytophaga from dog bites is lethal in asplenia).

— Avoid contact sports for 4–6 weeks post-splenectomy; lifelong awareness of trauma risk to retroperitoneum.

— Dental hygiene — endocarditis risk slightly elevated.

— Offer CBC + smear + family history review to first-degree relatives — pick up undiagnosed mild HS that may need folate and monitoring.

Step 3 management: The discharge checklist for a newly splenectomized HS patient is a high-yield CCS sequence: penicillin prophylaxis, vaccination completion, emergency antibiotic prescription, medical alert ID, travel and animal-bite counseling, hematology follow-up in 2–4 weeks, and family screening offered. Missing any item — especially the emergency antibiotic — costs points.

Lifelong outpatient regimen:
Post-splenectomy discharge medications:
Vaccination boosters:
Lifestyle and patient education:
Family screening:
Solid White Background
Follow-Up, Monitoring Parameters, and Counseling

Newly diagnosed mild HS: Hematology visit at diagnosis, then annually with CBC/retic/LDH/bilirubin/ferritin.

Moderate HS: Every 6 months; closer monitoring during illness, growth, or pregnancy.

Severe / transfusion-dependent: Every 1–3 months with transfusion planning, iron monitoring, organ assessment.

2–4 weeks postop: Wound check, CBC (expect thrombocytosis and Howell-Jolly bodies), review vaccinations and prophylaxis.

3 months: CBC, hemolysis labs (should normalize); confirm spherocytes persist but retic count drops.

Annual: CBC, vaccination status, infection history, prophylaxis adherence.

— Ferritin q3 months.

Cardiac MRI T2 annually when ferritin >1000 or >10 transfusions; hepatic MRI T2 for liver iron quantification.

— Endocrine screening: A1c, TSH, gonadal function (testosterone, FSH/LH), DEXA.

— Growth curves at every visit — growth failure is a key splenectomy trigger.

— School coordination for fatigue, infection-related absences.

— Developmental milestones.

— Recognize crisis symptoms (severe fatigue, dark urine, abdominal pain, scleral icterus worsening).

— Avoid known triggers (dehydration, missed folate, oxidant stress is not a concern in HS but worth distinguishing from G6PD).

Genetic counseling — 50% transmission in dominant forms; offer to relatives.

— Reproductive counseling: pregnancy is generally safe but requires planning.

— Chronic illness burden, body image post-splenectomy scar, school/work impact — screen and refer.

Board pearl: After splenectomy, expect persistent spherocytes but normalized hemoglobin and retic count, plus new Howell-Jolly bodies confirming functional asplenia. If hemolysis recurs months to years later, suspect a missed accessory spleen — confirm with technetium-99m labeled heat-damaged RBC scan, and resect.

Routine follow-up cadence:
Post-splenectomy follow-up:
Iron-overloaded patients:
Pediatric monitoring:
Counseling points:
Mental health:
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Ethical, Legal, and Patient Safety Considerations

— Must explicitly cover OPSI lifetime risk (~1–5% lifetime, mortality up to 50%), VTE, surgical complications, alternatives (observation, partial splenectomy, transfusion).

— In pediatric patients, assent of the child and informed consent of parents/guardians — document both.

— For severe disease in a minor, if parents refuse splenectomy and the child is dying despite transfusions, ethics consult and possibly legal involvement; courts have generally supported life-saving intervention.

— Adolescents with HS deserve developmentally appropriate explanation of vaccines, prophylaxis, and lifelong risks.

— Reproductive counseling for sexually active teens with HS — folate adequacy, contraception, future pregnancy planning.

— Autosomal dominant inheritance means 50% transmission risk; offer family screening but respect patient autonomy about informing relatives.

— Cannot disclose genetic information to relatives without consent (HIPAA, GINA protections).

— Document the conversation, OPSI risk, alternatives; engage motivational interviewing; do not withhold splenectomy if absolutely indicated but ensure patient understands amplified infection risk.

Pediatric-to-adult hematology transition (ages 16–22) is a high-risk period — patients often lapse on prophylaxis and vaccinations.

— Use a structured transition checklist: vaccination records, emergency antibiotic prescription, hematology handoff, primary care notification.

— Penicillin prophylaxis adherence drops with cost barriers — verify formulary coverage.

— Ensure access to emergency antibiotic at home; many patients live far from EDs.

— Document asplenia in the EHR problem list and allergies/alerts section so any future provider sees it.

— Not typically relevant; however, in severe pediatric disease with suspected medical neglect (missed transfusions, no vaccinations despite counseling), child protective services consultation may be warranted.

Step 3 management: The single most actionable patient-safety intervention for a splenectomized patient is prominent EHR documentation of "functional/anatomic asplenia" with a linked best-practice alert for any febrile presentation triggering empiric ceftriaxone within 60 minutes. Transition-of-care lapses are the most common preventable cause of OPSI in young adults — build a structured handoff.

Informed consent for splenectomy:
Pediatric assent and confidentiality:
Genetic counseling and disclosure:
Vaccination refusal:
Transition-of-care safety:
Health systems and equity:
Mandatory reporting:
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High-Yield Associations and Rapid-Fire Clinical Facts

— Aplastic (parvovirus B19, low retic).

— Hemolytic (infection, high retic).

— Megaloblastic (folate deficiency, high MCV).

Board pearl: "Northern European child + jaundice + splenomegaly + family history of gallstones + spherocytes on smear + negative Coombs + MCHC 37" = HS. Memorize that vignette; it appears in dozens of variations.

Genetics: Autosomal dominant in 75%; most common protein defect is ankyrin (ANK1); band 3 (SLC4A1), spectrin (SPTA1/SPTB), protein 4.2 (EPB42).
Smear hallmark: Spherocytes — small, dense, no central pallor; persist after splenectomy.
CBC clue: MCHC >36 g/dL is the most specific routine lab clue.
Gold-standard diagnostic test (current US practice): EMA binding test by flow cytometry.
Coombs (DAT): Negative — distinguishes from AIHA.
Crises (memorize the triad):
Gallstones: Pigmented (calcium bilirubinate); worsened by co-inherited Gilbert syndrome.
Definitive treatment: Splenectomy for moderate-severe disease, ideally after age 6 (sometimes deferred until age 9–10).
Splenectomy clues post-op: Howell-Jolly bodies, target cells, thrombocytosis, persistent spherocytes.
OPSI organisms: S. pneumoniae (most common), N. meningitidis, H. influenzae b; also Capnocytophaga, Babesia, malaria.
Vaccines (must know): PCV20 or PCV15+PPSV23, MenACWY + MenB, Hib, annual flu, COVID — ≥2 weeks pre-splenectomy.
Prophylactic antibiotic: Penicillin V 250–500 mg BID post-splenectomy.
Folate dose: 1 mg/day standard; 4–5 mg/day in pregnancy.
Iron: Don't give unless deficient — risk of overload; deferasirox first-line chelator (avoid in pregnancy, CKD).
Pregnancy: Anemia worsens, high folate, deferoxamine if chelation needed, neonatal screening.
Recurrent hemolysis post-splenectomy: Suspect accessory spleen — Tc-99m scan.
Asplenia + dog bite: Capnocytophaga canimorsus sepsis — empiric amoxicillin-clavulanate.
Asplenia + travel to endemic area: Severe malaria and babesiosis risk — strict prophylaxis.
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Board Question Stem Patterns

— 8-year-old with intermittent jaundice, palpable spleen, fatigue. CBC: Hgb 9.5, MCV 86, MCHC 37, retic 10%. Smear: spherocytes. DAT negative. Mom had splenectomy at 20.

Answer: Hereditary spherocytosis; next best test: EMA binding (or osmotic fragility); management: folate, monitor, RUQ ultrasound.

— Known HS child returns from school where "fifth disease" is going around; now profoundly fatigued. Hgb 4.5, retic 0.3%.

Answer: Parvovirus B19 aplastic crisis; transfuse PRBCs, supportive care, isolate from pregnant contacts.

— 30-year-old splenectomized at age 8 for HS; presents with fever 39.5°C, BP 95/55, HR 120.

Answer: Suspected OPSI; IV ceftriaxone within 1 hour, blood cultures, ICU admission.

— Adult with new anemia, jaundice, spherocytes, retic 8%, DAT positive for IgG.

Answer: Warm AIHA, not HS; treat with prednisone, evaluate for lymphoproliferative disorder.

— 22-year-old with biliary colic; ultrasound shows multiple small stones. CBC reveals MCHC 36.8, mild anemia, family history of "yellow skin."

Answer: HS with pigmented gallstones; combined laparoscopic cholecystectomy and splenectomy after vaccination.

— Splenectomy 3 years ago; now mild anemia recurring with retic 5%.

Answer: Accessory spleen; Tc-99m heat-damaged RBC scan to localize.

— Pregnant HS patient at 28 weeks with Hgb 8.5.

Answer: Increase folate to 4–5 mg/day, monitor monthly, transfuse if symptomatic; avoid deferasirox.

— HS patient scheduled for splenectomy in 1 week without vaccines.

Answer: Vaccinate now (≥2 weeks ideal); if surgery is urgent and given <14 days prior, complete vaccines ≥14 days postoperatively.

Key distinction: Step 3 vignettes typically force you to choose between HS vs AIHA (DAT), aplastic vs hemolytic crisis (retic count), and splenectomy timing (age ≥6, vaccination ≥2 weeks prior). Anchor on these three forks and you'll get the right answer >90% of the time.

Stem 1 — Classic pediatric diagnosis:
Stem 2 — Aplastic crisis:
Stem 3 — Post-splenectomy fever:
Stem 4 — Coombs distractor:
Stem 5 — Gallstones in young adult:
Stem 6 — Post-splenectomy recurrent hemolysis:
Stem 7 — Pregnancy management:
Stem 8 — Vaccine timing:
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One-Line Recap

Hereditary spherocytosis is a Coombs-negative extravascular hemolytic anemia caused by RBC membrane protein defects (most often ankyrin), diagnosed by spherocytes on smear + reticulocytosis + elevated MCHC + negative DAT confirmed with EMA binding, managed with folate and observation in mild disease and splenectomy (after age 6, with pre-op pneumococcal/meningococcal/Hib vaccination, post-op penicillin prophylaxis, and lifelong OPSI vigilance) in moderate-to-severe disease — with pigmented gallstones, parvovirus B19 aplastic crisis, and iron overload as the major complications to anticipate.

— Aplastic (parvovirus B19, low retic — the dangerous one).

— Hemolytic (infection-triggered, high retic).

— Megaloblastic (folate-deficient — prevent with daily folate).

— Spherocytes + MCHC >36 + reticulocytosis.

Negative DAT (distinguishes from AIHA — the #1 board distractor).

— EMA binding flow cytometry as modern confirmatory test.

Folate 1 mg/day lifelong (4–5 mg in pregnancy).

Vaccinate ≥2 weeks before elective splenectomy (PCV, MenACWY+MenB, Hib).

Empiric IV ceftriaxone within 60 minutes for any febrile splenectomized patient — OPSI is a time-critical emergency.

— Giving iron supplements (patients are usually overloaded).

— Splenectomy before age 6 (OPSI risk).

— Calling it HS without checking DAT (missing AIHA).

Board pearl: When in doubt on a Step 3 HS question, ask: What does the DAT show, what is the reticulocyte count, and is the patient splenectomized? Those three data points resolve nearly every HS vignette and direct correct management.

Three crises to know:
Three diagnostic anchors:
Three management non-negotiables:
Three pitfalls to avoid:
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