Written by Bethany Taylor


Wash your hands, introduce yourself with your name and role, and confirm the patient’s name and date of birth. Explain the procedure, check the patient’s understanding and obtain consent.

Ensure the patient is comfortable and check which arm they would prefer blood to be taken from. Ask the patient to expose their arm by rolling their sleeve up, if necessary.

Ask the patient if they have any allergies, specifically to latex. Also ask whether they are taking any medications, specifically anticoagulants, and if they have had any surgery recently that may affect the arm you take blood from. Check whether the patient is currently in any pain.

When describing cannulation to a patient, it is often useful to ask if the patient has had the procedure before to find out how much they know. Use simple phrases such as: “this will involve me placing a needle into your arm that will allow me to put a very thin plastic tube into your vein. Through this we can give you medication. You will feel a sharp scratch as I insert the needle but otherwise there won’t be any pain.”


Collect a plastic tray, and clean both the inside and outside of the box thoroughly with an alcohol surface disinfectant wipe. You will then need to collect:

Check the expiry dates of the cannula, extension set, alcohol swab syringe and saline. Ensure a sharps bin is nearby.

The cannula size should be as small as possible to meet the clinical needs of the patient. Cannulas are sized by ‘gauge’ or ‘G’ – the larger the gauge the smaller the bore size and the slower the rate of flow. Pink (20G) and blue (22G) cannulas are commonly used on the wards for fluid and medication infusions, and larger orange (14G) or grey (16G) cannulas will be used to gain intravenous access in surgical emergencies for rapid transfusion.

Equipment preparation

Apply a pair of non-sterile gloves. Spread the sterile field dressing out in a clean area near to the patient. Remove the cannula and dressing from their packages and place them into the sterile field.

Use the blunt needle and syringe to draw up 10mL of saline to prime the extension set and flush the cannula. Remove the extension set from its packaging and carefully remove the white cap from the end. Prime the extension set by syringing roughly 0.5-1mL saline into each of the ports until it flows from the cannula attachment site. Place the syringe back into the tray for flushing later.

Keep the back of the cannula packet so that the details can be transferred into the patient notes at the end of the procedure.

When priming the extension set, it is useful to keep the end that attaches to the cannula within the extension set packaging to prevent saline spillage.

Vein selection

If possible, place a pillow beneath the patient’s outstretched arm for support and ensure the patient is comfortable. Place a field dressing beneath the patient’s arm to minimise blood spillage.

Visual inspection

Inspect the patient’s arms for any other cannulas, arteriovenous fistulae and areas of bruising, swelling, infection or broken skin. These areas are a contraindication to cannulation and should be avoided. Avoid taking blood from an arm that has been affected by surgery, looking for signs of oedema and scarring, or pre-existing medical conditions, such as a stroke affecting movement of an arm.


Apply the tourniquet to the patient’s arm to visualise veins more easily, around 4 fingers width above the planned cannulation site. Palpate a suitable vein, which should feel soft and ‘bouncy’. Avoid veins that feel hard (may be due to phlebitis). Veins that are straight and avoid joints are ideal.

Be careful not to leave the tourniquet on for more than a minute. Release the tourniquet after vein selection and reapply it before needle insertion.

Typically veins in the dorsum of the hand or the posterior forearm are used for cannulation, although in an emergency any large peripheral vein may be used.

Site preparation

Release the tourniquet. Open and shake the alcohol swab, clean the cannulation site with circular motions moving from the centre outwards, and allow to dry completely for 30 seconds. It is essential that you do not re-palpate the area from this point onwards.

Cannula insertion

Re-apply the tourniquet, wash your hands again and replace your gloves.

Pick up the cannula, open out the wings and remove the needle cap. Anchor the vein in place by gently pulling on the skin distal to the vein with your non-dominant hand. Insert the cannula into the vein at an angle of 15-45 degrees to the skin, with the bevel facing upwards. Just before inserting the needle, warn the patient that there will be a ‘sharp scratch’.

Observe for flashback in the flashback chamber, to confirm that the needle has entered the vein. Lower the cannula, reducing the angle between the needle and the skin. Advance the cannula 1-2mm further to ensure the needle is inside the lumen and then withdraw the needle slightly, observing for a second flashback in the cannula shaft. Advance the cannula tubing, whilst holding the needle in place, until all the tubing is inserted into the vein.

If you are still new to inserting cannulas, you may wish to pull the needle out from the cannula slightly and then replace it before inserting it, to get used to the motion and make removal of the needle easier once it is in the vein.

Needle withdrawal

Release the tourniquet and position some gauze beneath the extension set port. Apply pressure just proximal to the tip of the cannula, hold the cannula in place and withdraw the needle completely. Place the needle into the sharps bin.

Fixing the extension set

Quickly attach the primed extension set to the extension set port on the cannula, as blood will begin to flow once the needle is removed. Use the adhesive cannula dressing to secure the cannula in place.

Flush each of the extension set ports with saline, using a push-pause technique, and carefully observe for any swelling or leakage in the area. Ensure the patient is not experiencing any discomfort.

Clean the area, disposing of non-sharp waste in the appropriate waste bin.

Note that blood can be taken from the cannula using a syringe - this is not common practice, but may be seen in A+E.


Fill in the insertion date sticker and apply this at the edge of the cannula dressing.

Check the patient feels comfortable and ask them to inform a member of staff if the site becomes painful, red or swollen. Thank the patient.

Remove your gloves and wash your hands. Record the procedure in the patient’s notes, documenting the date, time, procedure performed, indication for cannulation, the cannula used, batch, size, site, flush, any complications and the required removal date (2 days after insertion).

List form

When assessing each other, please click on each list item as you go along. Doing so will turn the list item green. Make careful note of any steps missed at the end.
We recommend completing any examination or procedure in under 10 minutes, but you can adjust the timer to suit your needs.

  1. Introduction: “Hello, I’m SimpleOSCE and I am a medical student. Today I’ve been asked to insert a cannula into your arm. Can I confirm your name and DOB? Thank you.”
  2. Explain procedure and obtain consent: “This will involve me placing a needle into your arm that will allow me to put a very thin plastic tube into your vein. Through this we can give you medication. You will feel a sharp scratch as I insert the needle but otherwise it should not be painful. Would that be alright?”
  3. Enquire about allergies (latex), medication (anticoagulants) and whether the patient has had any surgery recently
  4. Assemble the correct equipment in a cleaned tray.
  5. Check the expiry dates of the cannula, saline and syringe, swabs and extension set.
  6. Wash hands.
  7. Put on non-sterile gloves.
  8. Draw up saline for flushing (note that this may be pre-prepared).
  9. Ask the patient for their limb preference and apply tourniquet.
  10. Select a suitable vein.
  11. Clean the area with an alcohol swab and wait for 30s.
  12. Prepare the cannula and extension set, and warn the patient about the sharp scratch.
  13. Insert needle at a 15-45o angle.
  14. Partially withdraw the needle whilst inserting tube and observe for flashback.
  15. Optional: Place some gauze beneath the extension set port on the cannula.
  16. Release tourniquet and then withdraw the needle completely.
  17. Quickly apply the port cap or extension set to the extension set port on the cannula.
  18. Dispose of the needle in the sharps bin and dispose of other waste appropriately.
  19. Flush the cannula either directly or through the attached extension set.
  20. Secure the cannula using an iv dressing.
  21. Instruct the patient on aftercare and thank the patient.
  22. Label the cannula with a removal date.
  23. Document the date, time, procedure performed, indication, cannula used, batch, size, site, flush, any complications and required removal date (2 days after insertion) in the patient’s notes.
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