Updated: Apr 7, 2008
The procedure known as trepanning, or trephination, of bone is the oldest surgical practice that continues to have clinical relevance in modern times. The method dates as far back as the Neolithic period and initially entailed the drilling of cranial bones as a form of medical intervention for headaches and mental illnesses. However it was not until 1905, when the Italian physician Pianese reported bone marrow infiltration by the parasite Leishmania, that this procedure was applied toward clinical evaluation.1
In the present day, inspection of the bone marrow is considered one of the most valuable diagnostic tools to evaluate hematologic disorders.2 Indications have included the diagnosis, staging, and therapeutic monitoring for lymphoproliferative disorders such as chronic lymphocytic leukemia (CLL), Hodgkin and Non-Hodgkin lymphoma, hairy cell leukemia, myeloproliferative disorders, and multiple myeloma. Furthermore, evaluation of cytopenia, thrombocytosis, leukocytosis, anemia, and iron status can be performed.
The application of bone marrow analysis has grown to incorporate other, nonhematologic, conditions. For example, in the investigation for fever of unknown origin (FUO), specifically in those patients with autoimmune deficiency syndrome (AIDS), the marrow may reveal the presence of microorganisms, such as tuberculosis, Mycobacterium avium intracellulare (MAI) infections, histoplasmosis, leishmaniasis, and other disseminated fungal infections. Furthermore, the diagnosis of storage diseases (eg. Niemann-Pick disease and Gaucher disease), as well as the assessment for metastatic carcinoma and granulomatous diseases (eg, sarcoidosis) can be performed.
Bone marrow analysis can also be performed in patients with idiopathic thrombocytopenia purpura (ITP), incidental elevated serum paraprotein levels, iron deficiency anemia, B12/folate deficiency, polycythemia vera, or infectious mononucleosis; but these conditions are more appropriately diagnosed by routine laboratory.3
Sampling of the marrow consists of either aspiration of the cellular component and/or acquirement of tissue fragments. Aspiration of the marrow has been primarily utilized for cytologic assessment, with analysis directed toward morphology and obtainment of a differential cell count. Further sampling allows for material to be directed toward other ancillary test such as cytogenetics, molecular studies, microbiologic cultures, immunohistochemistry, and flow cytometry. Biopsies, on the other hand, allow for studies of the marrow’s overall cellularity, detection of focal lesions, and extent of infiltration by various pathologic entities.4,5
For excellent patient education resources, visit eMedicine's Osteoporosis and Bone Health Center and Cancer Screening Center. Also, see eMedicine's patient education article Bone Marrow Biopsy.
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An initial review of the patient’s clinical background is necessary to determine whether a bone marrow evaluation is warranted. This should include, but is not restricted to, the following:
Medical history
Clinical presentation
Perform a thorough physical examination to assess the patient for signs of malignancy, infections, lesions associated with hemorrhagic injury, as well as disorders of hemostasis and coagulation.
Laboratory tests should initially include complete blood cell (CBC) counts, a reticulocyte count, peripheral blood smears, prothrombin time/international normalized ratio (PT/INR), and activated partial thromboplastin time (aPTT).
Other studies take into account the clinical presentation and may consist of the following: serum iron studies, serum ferritin study, vitamin B12 and folate levels, erythrocyte sedimentation rate (ESR), serum protein electrophoresis, platelet function studies, coagulation mixing study, fibrin D-dimers, serum fibrinogen levels, serum bilirubin levels, and radiographs.6
Obtain informed patient consent that provides procedural information and potential complications (eg, hemorrhage, infections, pain). This will minimize any apprehension that the patient may have.
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The following are the safe and preferred sites for bone marrow aspiration and/or biopsy:
Aspiration and biopsy
Aspiration only
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Note: With this site, only aspiration is to be performed, and it is only to be performed on adolescent and adult patient populations.
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Controversy exists in the application of bilateral iliac biopsies. However, recent studies have indicated that this technique increases the probability of detecting focal lesions, such as in the case of carcinoma and lymphoma staging, where 11-16% of cases may be missed with unilateral biopsies.10
Wang et al reported an improvement in identifying bone malignancy in the following pathologic cases11 : Hodgkin disease by 19.5%, sarcomas by 14%, carcinomas by 11.5%, and non-Hodgkin lymphoma by 4.6%. Unilateral iliac sampling was considered sufficient in patients diagnosed with multiple myeloma, chronic myeloproliferative disorders, and myelodysplastic syndromes.11
After the procedure, firm pressure is applied for 5 minutes to several layers of sterile gauze placed over the wound site. Remove residual antiseptic to avoid further skin irritation by the solution.
If hemorrhage from the wound persists, then place the patient in the supine position, with gauze over the wound site, so that consistent pressure can be applied for a minimum of 30 minutes. Rarely, bleeding may be present; if that is the case, consider placing a pressure dressing, again with the patient in a supine position, for an additional 1 hour.8
The patient is to be discharged with orders that the wound dressing is to be maintained in a dry state for 48 hours. The wound site is to be checked frequently, and if persistent bleeding or worsening pain occurs, these findings are to be reported to the clinician’s office.
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This stage in bone marrow preparation should be performed by trained personnel, such as a hematopathology technician. Thin-spread preparations of aspiration-collected samples, placed onto glass slides, can be prepared in numerous ways, all of which have the aim to retain and evaluate marrow particles. These spicules of fat droplets (not prominently seen in pediatric cases) and fragmented bone are likely to have adherent cellular material and thus be a target for morphologic evaluation.
Standard stains used for the initial evaluation include Wright or May-Grunwald-Giemsa staining which enhance cytologic detail. Other special stains can be utilized for various purposes such as Prussian blue for iron in cases of suspected hemosiderosis or for the ringed sideroblasts of myelodysplastic syndromes. Myeloperoxidase, Sudan Black B, and leukocyte alkaline phosphatase are used in the categorization of acute myeloid leukemias. Periodic acid-Schiff (PAS) stain enhances depiction of cells that are implicated in glycogen storage diseases.3,8,12
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In 2002 the British Society of Haematology initiated an annual survey to assess the various types and incidence of bone marrow biopsy adverse events.13 Bain summarized results of a 7-year (1995 to 2001) retrospective study and identified 26 adverse events among approximately 54,890 biopsies, with an overall annual incidence of 0.05%. The most common side effects in order of decreasing frequency were the following: hemorrhage, needle breakage, and infections. Risk factors for hemorrhage included concurrent anticoagulation therapy or underlying myeloproliferative/myelodysplastic syndrome, in which platelet function was affected. Two cases were fatal and were attributed to sepsis and massive hemorrhage.13
Four years later, a prospective study by Bain revealed 15 adverse events in a single year, with an overall incidence of 0.07%, not significantly different from the previous study's results.9 However, although hemorrhage was still considered the most commonly encountered side effect, this study revealed that pain, anaphylactic reaction, and fractures were prominent secondary consequences. Two fatality cases, attributed to laceration of blood vessels, were reported from 20,323 bone marrow aspiration and biopsy procedures.9
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Fend F, Tzankov A, Bink K, et al. Modern techniques for the diagnostic evaluation of the trephine bone marrow biopsy: methodological aspects and applications. Prog Histochem Cytochem. 2008;42(4):203-52. [Medline].
Mazzella FM, Perrotta G. Peripheral blood and bone marrow. In: Schumacher HR, Rock WA, Stass SA, eds. Handbook of Hematologic Pathology. New York, NY: Marcel Dekker, Inc.; 2000:1-26.
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Riley RS, Hogan TF, Pavot DR, et al. A pathologist's perspective on bone marrow aspiration and biopsy: I. Performing a bone marrow examination. J Clin Lab Anal. 2004;18(2):70-90. [Medline].
Bain BJ. Morbidity associated with bone marrow aspiration and trephine biopsy - a review of UK data for 2004. Haematologica. Sep 2006;91(9):1293-4. [Medline]. [Full Text].
Barekman CL, Fair KP, Cotelingam JD. Comparative utility of diagnostic bone-marrow components: a 10-year study. Am J Hematol. Sep 1997;56(1):37-41. [Medline]. [Full Text].
Wang J, Weiss LM, Chang KL, et al. Diagnostic utility of bilateral bone marrow examination: significance of morphologic and ancillary technique study in malignancy. Cancer. Mar 1 2002;94(5):1522-31. [Medline]. [Full Text].
Perkins SL. Examination of the blood and bone marrow. In: Greer JP, Foerster J, Lukens JN, et al, eds. Wintrobe's Clinical Hematology. Vol 1. 11th ed. Philadelphia, Pa: Lippincott Williams and Wilkins; 2004:3-25.
Bain BJ. Bone marrow biopsy morbidity and mortality. Br J Haematol. Jun 2003;121(6):949-51. [Medline].
Knowles S, Hoffbrand AV. Bone-marrow aspiration and trephine biopsy (2). Br Med J. Jul 26 1980;281(6235):280-1. [Medline]. [Full Text].
Roth JS, Newman EC. Gluteal compartment syndrome and sciatica after bone marrow biopsy: a case report and review of the literature. Am Surg. Sep 2002;68(9):791-4. [Medline].
Brynes RK, McKenna RW, Sundberg RD. Bone marrow aspiration and trephine biopsy. An approach to a thorough study. Am J Clin Pathol. Nov 1978;70(5):753-9. [Medline].
Ellis LD, Jensen WN, Westerman MP. Needle biopsy of bone and marrow: an experience with 1,445 biopsies. Arch Intern Med. Aug 1964;114:213-21. [Medline].
James LP, Stass SA, Schumacher HR. Value of imprint preparations of bone marrow biopsies in hematologic diagnosis. Cancer. Jul 1 1980;46(1):173-7. [Medline].
Jamshidi K, Swaim WR. Bone marrow biopsy with unaltered architecture: a new biopsy device. J Lab Clin Med. Feb 1971;77(2):335-42. [Medline].
bone marrow examination, bone marrow pathology, evaluation of hematologic disorders, bone marrow biopsy, bone trepanning, bone trephination, fever of unknown origin, FUO, myeloproliferative disorders, lymphoproliferative disorders
Corinne Goldberg, MD, Fellow in Transfusion Medicine/Blood Banking, Transfusion Medicine Department, Hoxworth Blood Center, University of Cincinnati
Disclosure: Nothing to disclose.
Ronald A Sacher, MB, BCh, MD, FRCPC, Director of the Hoxworth Blood Center, Professor, Departments of Internal Medicine and Pathology, University of Cincinnati Medical Center
Ronald A Sacher, MB, BCh, MD, FRCPC is a member of the following medical societies: American Society of Hematology
Disclosure: Glaxo Smith Kline Honoraria Speaking and teaching; Talecris Honoraria Board membership
Dimitrios Vergidis, MD, FRCPC, Head, Department of Hematology and Medical Oncology, Northwestern Ontario Regional Cancer Centre, Thunder Bay, Canada; Clinical Associate Professor, Department of Medicine, McMaster University, Hamilton, Canada
Dimitrios Vergidis, MD, FRCPC is a member of the following medical societies: Alberta Medical Association, American Society of Hematology, Canadian Society of Internal Medicine, College of Physicians and Surgeons of Alberta, College of Physicians and Surgeons of Ontario, and Royal College of Physicians and Surgeons of Canada
Disclosure: Nothing to disclose.
Koyamangalath Krishnan, MD, FRCP, FACP, Dishner Endowed Chair of Excellence in Medicine, Professor of Medicine and Chief of Hematology-Oncology, Program Director, Hematology-Oncology Fellowship, James H Quillen College of Medicine at East Tennessee State University
Koyamangalath Krishnan, MD, FRCP, FACP is a member of the following medical societies: Alpha Omega Alpha, American College of Physicians-American Society of Internal Medicine, American Society of Clinical Oncology, American Society of Hematology, and Royal College of Physicians
Disclosure: Nothing to disclose.
Francisco Talavera, PharmD, PhD, Senior Pharmacy Editor, eMedicine
Disclosure: Nothing to disclose.
Troy H Guthrie, Jr, MD, Director of Cancer Institute, Baptist Medical Center
Troy H Guthrie, Jr, MD is a member of the following medical societies: American Federation for Medical Research, American Medical Association, American Society of Clinical Oncology, American Society of Hematology, Florida Medical Association, Medical Association of Georgia, and Southern Medical Association
Disclosure: Nothing to disclose.
Rajalaxmi McKenna, MD, FACP, Consulting Staff, Department of Medicine, Southwest Medical Consultants, SC, Good Samaritan Hospital, Advocate Health Systems
Rajalaxmi McKenna, MD, FACP is a member of the following medical societies: American Society of Clinical Oncology, American Society of Hematology, and International Society on Thrombosis and Haemostasis
Disclosure: Nothing to disclose.
Emmanuel C Besa, MD, Professor, Department of Medicine, Division of Hematologic Malignancies, Kimmel Cancer Center, Thomas Jefferson University
Emmanuel C Besa, MD is a member of the following medical societies: American Association for Cancer Education, American College of Clinical Pharmacology, American Federation for Medical Research, American Society of Clinical Oncology, American Society of Hematology, and New York Academy of Sciences
Disclosure: Nothing to disclose.
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