Regional
The ongoing challenges and future directions for patient blood management
A few weeks ago, I celebrated my 17th anniversary at St. Michael’s hospital. As a transfusion medicine physician, patient blood management (PBM) has been an integral part of my portfolio. I was fortunate to be working in an ONTraC hospital. For those unfamiliar with this program, ONTraC is a provincial PBM program, whose purpose is to reduce red blood cell (RBC) transfusions in patients undergoing elective surgeries. The program coordinates dedicated PBM nurses across 27 hospitals within the province of Ontario.
ONTraC nurses assess and treat patients under the guidance of local physician champions and according to the established ONTraC PBM protocols, collect data on outcomes, and generally serve as PBM ambassadors within their hospitals. Over its 20+ year history, ONTraC has been shown to reduce RBC transfusions, shorten length of hospital stay, and decrease postoperative infections (Pavenski et al 2022). It has also introduced RBC transfusion benchmarks for targeted procedures and public reporting (albeit anonymized) of individual hospital transfusion rates. Not only has this initiative resulted in a decrease in RBC transfusion rates, but it has also shown a dramatic drop in the variation of transfusion rates between participating hospitals. Working in this PBM-centric environment, I never questioned its benefit. Diagnosing, investigating, and treating anemia was just good medicine; the resultant decrease in RBC transfusions and hospital costs was a bonus.
Many studies, including the recent ISBT international forum on PBM, reveal that PBM implementation is not widespread. Only half of the respondents had a formal PBM program, with such programs generally limited to higher-income countries (Dhiman et al 2025). Throughout medical specialties, PBM has been largely embraced by transfusion and anaesthesia communities but has had little penetration into other specialties. When I gave a talk in the MENA region to over 100 hematologists and oncologists last year, to my surprise, fewer than a handful were aware of the concept of PBM. This low uptake contrasts with numerous publications highlighting the benefits of PBM to patients and healthcare systems, as well as a multitude of resources on how to implement it. For example, the World Health Organization first called for PBM implementation in 2010, and more recently, unveiled guidance on how to build a PBM program (who.int).
The barriers to PBM implementation have also been extensively explored. The commonly identified themes include a lack of physician knowledge regarding PBM, insufficient resources, poor multi-disciplinary collaboration, and a pervasive medical culture of accepting transfusions as a default (Dhiman et al 2025). On the other hand, accelerators of PBM implementation include publication of local data (to demonstrate the potential positive impact), physician training on PBM, and a national policy that sets PBM as a priority (Hofmann et al 2021). Reflecting on the ONTraC experience, I think that the most important drivers of its enduring success were dedicated government funding and the ability to demonstrate improvements through the collection and publication of data. For those who are just starting on PBM implementation, my advice is to start small, collect, and share data on measurable outcomes (including patient-important outcomes, not just transfusion reduction), and the data will speak for themselves.
For those with mature PBM programs, priorities may include ongoing education of patients and physicians as well as improvement of systems to enable PBM activities. Anecdotally, patient awareness of PBM is low. Increasing awareness may empower patients to advocate for themselves and seek out PBM options (Arya et al 2023). This will allow patients to effectively participate in shared decision-making and select interventions that are right for them. Physician education is paramount and may seem like an insurmountable task. Introducing PBM concepts into the curriculum early in medical training will set the stage for future learning. We should also prioritize the education of primary care providers (PCPs).
Our experience has consistently shown that lead time for perioperative anemia optimization matters (Pavenski et al 2022); however, we frequently receive referrals too close to the surgery date, leaving no time for PBM interventions to be administered or to have any effect. Ideally, PCPs will screen and refer patients at the same time as placing a referral to a surgeon. Moreover, screening should be for all patients at risk of iron deficiency and anemia, allowing for treatment before anemia negatively impacts their health.
Women and girls are more likely to be iron-deficient and anemic, and women have a higher probability of receiving perioperative transfusions (Arya et al 2024). Hence, women and girls should be prioritized for anemia screening and PBM. Recently, the American Society of Hematology (ASH) released resources on the diagnosis and management of iron deficiency, with a podcast specifically dedicated to tackling iron deficiency in women (https://www.hematology.org/iron-deficiency-initiative#educational). Furthermore, anemia should be re-framed as a priority for treatment.
Few physicians will accept anemia as a normal state; however, a surprisingly large number will deprioritize its treatment. Wider dissemination of studies that demonstrate improvement in health outcomes and quality of life following anemia treatment across a range of medical conditions is necessary. For example, outcomes in congestive heart failure have been shown to improve with treatment of iron deficiency anemia (Kalra et asl 2022). To achieve better outcomes for our patients, treatment of anemia should be prioritized. Lastly, reliance on transfusions to fix anemia also stems from the established hospital information systems, where transfusions are easier to order than intravenous iron. To improve uptake of PBM, systems, perhaps aided by algorithms and AI, should enable easy identification of anemic patients and convenient ordering of PBM interventions. In the wake of the publications of MINT and new AABB guidelines on RBC transfusions in acute myocardial infarction (Pagano et al 2025), there was a renewed debate on the benefit and safety of restrictive versus liberal transfusion triggers and need for more trials. However, in the words of one PBM physician, the more important question is not how much to transfuse, but how to most effectively treat anemia. This leads to another important priority, personalized PBM, where investigations and treatments are tailored to an individual patient’s needs. In PBM, as in other parts of medicine, one size rarely fits all.
References
1. 1. Pavenski K, Howell A, Mazer CD, Hare GMT, Freedman J. ONTraC: A 20-Year History of a Successfully Coordinated Provincewide Patient Blood Management Program: Lessons Learned and Goals Achieved. Anesth Analg. 2022 Sep 1;135(3):448-458.
2. Dhiman Y, Pavenski K, Patidar G, Triyono T, Sato T, Al-Riyami AZ, Al-Kemyani N, Maegele M, Kumawat V, Tripathi PP, Khatiwada B, Bienz M, Howell A, Crispin PJ, Rahimi-Levene N, Badawi MA, Hindawi S, Núñez MA, Saa E, Kullaste R, Gammon RR, Dargis M, Mutindu SM, Mosolo A, Lindoro AB, Estcourt L, Dunbar N. International Forum on Global Patient Blood Management: Summary. Vox Sang. 2025 Jan;120(1):80-88.
3. Hofmann A, Spahn DR, Holtorf AP; PBM Implementation Group. Making patient blood management the new norm(al) as experienced by implementors in diverse countries. BMC Health Serv Res. 2021 Jul 2;21(1):634.
4. Arya S, Xiang T, Tang GH, Pavenski K. Including the patient in patient blood management: Development and assessment of an educational animation tool. Transfusion. 2023 Aug;63(8):1488-1494.
5. Arya S, Howell A, Vernich L, Lin Y, Pavenski K, Freedman J. Re-evaluating treatment thresholds in patient blood management: Female patients experience more perioperative anaemia and higher transfusion rates in major elective surgery. Vox Sang. 2024 Oct;119(10):1090-1095.
6. Kalra PR, Cleland JGF, Petrie MC, Thomson EA, Kalra PA, Squire IB, Ahmed FZ, Al-Mohammad A, Cowburn PJ, Foley PWX, Graham FJ, Japp AG, Lane RE, Lang NN, Ludman AJ, Macdougall IC, Pellicori P, Ray R, Robertson M, Seed A, Ford I; IRONMAN Study Group. Intravenous ferric derisomaltose in patients with heart failure and iron deficiency in the UK (IRONMAN): an investigator-initiated, prospective, randomised, open-label, blinded-endpoint trial. Lancet. 2022 Dec 17;400(10369):2199-2209.
7. Pagano MB, Stanworth SJ, Dennis J, Bakhtary S, Callum J, Carson JL, Cohn CS, Dubon A, Grossman BJ, Gupta GK, Hess AS, Jacobson JL, Kaplan LJ, Karkouti K, Lin Y, Metcalf RA, Miles LF, Mills NL, Murphy CH, Pavenski K, Prochaska MT, Raval JS, Salazar E, Saifee NH, Shah K, Steg PG, Tobian AAR, So-Osman C, Walsh T, Waters J, Wood EM, Zantek ND, Guyatt GH. Red Cell Transfusion in Acute Myocardial Infarction: AABB International Clinical Practice Guidelines. Ann Intern Med. 2025 Oct;178(10):1469-1477.
8. 21257 Policy Brief The Urgent Need to Implement Patient Blood Management, WHO 2021.

