Point-of-care (POC) blood analyzers have the potential to provide rapid, portable blood tests in rural and low resource settings or at a patient’s bedside when cost, reagents, infrastructures, and available technicians prevent these tests from being accessible.1,2 For example, a three-part leukocyte differential test, which yields a percentage count among the three main cell populations (granulocytes, lymphocytes, and monocytes), could indicate a myriad of abnormalities such as sepsis, malignancy, or infection based on perturbations of the count.3,4 A five-part differential test is also available and would provide more information including a count of the basophils and eosinophils; however, a three-part differential is typically sufficient for most tests with the assumption that basophil and eosinophil levels are normal and, thus, are not required to be reported.3 Currently, a three-part differential test is performed on clinical hematology analyzers, common in clinics and central laboratories in the United States, that utilize flow cytometry techniques (Coulter principle based on electrical impedance, fluorescence, or both) that involve single cell analysis.5 These systems are not appropriate for POC approaches due to the per-test cost ( to $1.25 for reagents alone), cell counts (10,000 to ) that require many reagents, bulky and heavy equipment, and overall cost ( to $25,000).2,6
POC devices are typically inexpensive (ex. in mass production, estimated prototype cost of $240) and relatively light weight for portability (ex. dimensions, a cell-phone adaptor weighing ) and have the advantage of providing test results at or near a patient.22.214.171.124.12.–13 In the United States, a Clinical Laboratory Improvement Amendments (CLIA)-waived test classification is required to use these devices in a clinical setting. It defines the test accuracy of a leukocyte differential to be within of a clinical hematology analyzer while being simple enough for an inexperienced user to operate.1415.–16 On a global health scale, the requirements for this test classification have been used as a reference in designing POC devices.8,17 A common challenge with achieving this accuracy is in the monocyte count since it represents the smallest population of leukocytes (4% to 10%).18,19 For instance, an arbitrary total count of 10,000 cells would only consist of 400 to 1000 monocytes while only 4 to 10 monocytes would be available to count in a population of 100 cells, which reduces the likelihood of detecting that small population.19 While many POC blood analyzers have achieved results within CLIA standards,9,12,20 the combination of the device simplicity and accurate monocyte counts can be challenging design factors.
Current POC blood analyzers aim to significantly reduce cost below that of conventional hematology analyzers (), as well as operational complexity by removing the need for highly trained technicians.7,8 In recent years, a small impedance-based bench-top system that reduces overall system cost and size has been approved for clinical use as a POC device.1 For this device and other similar devices, miniaturizing the system using the combination of an impedance technique (Coulter principle) and microfluidics (microchannels) is a common approach to reduce cost and complexity by simply minimizing optical components and reagents.10,13,21,22 Some disadvantages to impedance-based measurements include electrolysis, gas formation, and the need for red blood cell (RBC) lysis and dilution reagents, all of which add design complexity and, potentially, operational cost.10,2324.–25
Alternatively, there are many different types of image-based methods that have become popular due to their reduced size and cost from the development of low-cost plastic optics, light-emitting diodes (LEDs), and other new optical technologies. There are label-free techniques that require no contrast agents but rely on intrinsic properties where some are based on projections of the cells, such as lens-free shadow imaging, white light diffraction phase microscopy/quantitative phase imaging, and lensless incoherent holography.2627.–28 Another approach uses fluorescence imaging since the optical system can be simplified and easily incorporated into low-cost imaging platforms such as cell phones and microcomputers, for example, 3-D printed compact devices attached to cell phones, plastic lenses developed via diamond turning, and small microfluidic-based blood cassettes that automatically combine the blood with the fluorescent dye without the need of additional reagents.11,12,20 Overall, these systems have reported adequate results; however, further work needs to be done to optimize for POC leukocyte counting.
Emerging optical technologies for fluorescence microscopy enable the use of low-cost lenses, filters, LEDs, and detectors, such as a cell-phone-integrated camera, in which the spatial resolution, quantum efficiency, and frame rates have improved to where high-quality imaging is practical.11,17 This has renewed the interest in the use of acridine orange (AO), a fluorescent vital dye that has been used in medical diagnostics since the 1950s for uses in diagnosing and detecting gynecological cancer, microorganisms in cerebrospinal fluid, and malaria.2930.31.–32 AO only stains nucleated cells and, therefore, does not require additional reagents (ex. RBC lysis and dilution reagents), in contrast to other POC systems. This is due to the amphipathic structure of AO that enables the molecules to pass through the cell and nuclear membranes and intercalate the major and minor grooves of DNA, leading to a strong nuclear to cytoplasmic contrast in living cells.33,34 The most promising advantage of staining whole blood with AO are the colorimetric features that can be extracted from leukocytes that are distinct to each cell population. AO () will yield a range of fluorescence emission (from 525 to 650 nm), contingent on intracellular environmental factors such as local pH.33,35 These local variations in intracellular pH are dependent on the presence of intracellular lysosomes, vesicles, and other components specific to the role that each leukocyte population plays; this enables differentiation and classification of each cell population based on its colorimetric features following AO staining.33,36 In Fig. 1, granulocytes represent the most acidic cell population containing many acidic vesicles resulting in the greatest red emission.35,36 The lymphocytes have minimal cytoplasm with the least acidic cellular content resulting in the greatest green emission. Monocytes have more cytoplasm but less acidic content and, thus, are between the emission spectrum of the other cell populations. Many POC devices utilize this colorimetric feature21,35 by comparing each cell’s red-to-green fluorescence intensity ratio (RG ratio).20,37,38 In postprocessing, a histogram plot of the frequency of RG ratios can reveal three peaks indicative of each cell population. The challenge in using this method is in the monocyte count because the peak can be too small to distinguish, creating issues in defining the dividing lines (cutoff values) between peaks. For instance, using a static approach where the cutoff values are constant for all tests, the peaks could shift slightly but enough to miscount the cells.
The accuracy of a leukocyte differential using AO as a contrast agent can be limited by its variability in results based on changes in the staining method. There are many published methods with varied incubation periods between 5 and 10 min and final concentrations between 10 and .17,33,37 It has been demonstrated that over time AO produces an overall redshift due to accumulation of the dye in the cytoplasm and acidic vacuoles, which could affect the differential result accuracy.33,36 This restricts the amount of cells that can be counted in a given time based on RG ratios, thus reducing the probability of detecting all of the small population of monocytes.
Since there are a variety of AO staining protocols for whole blood, there is a need for an optimized method to account for the effect of incubation period and concentration, relating to a rapid redshift in the AO fluorescence emissions, on the differential test results. In this paper, we investigated three variables involved in the staining and postprocessing method: AO staining concentration, incubation period, and RG colorimetric parameters. First, 10 AO staining concentrations and three incubation periods were evaluated together with a preassigned RG colorimetric parameter, and the optimal method was based on the lowest deviation from the clinical results. Next, using the optimized staining method, the RG colorimetric parameters were varied and evaluated based on the deviation between the two systems. Then, the combination of those optimal factors was used to compare three time gates that were related to the incubation period. All the experiments involved the comparison of all three subpopulations individually between our system and the hematology analyzer. The final results were analyzed for agreement and correlation to the clinical values to determine overall test accuracy.
Materials and Methods
System Overview and Image Acquisition
The imaging system used in these experiments was designed as a POC fluorescence-based system with low-cost components, such as the microcomputer and LED excitation source, as shown in Fig. 2. This system will be referred to as the POC system in this paper. The Raspberry Pi 3 Model B microcomputer ($40, Adafruit) was connected to an epi-fluorescence microscope consisting of a 455-nm LED illumination (Philips), a Nikon Plan Fluor objective (, Nikon Instruments Inc.), a dichroic mirror (475-nm cutoff wavelength, Chroma Technologies), a 500-nm longpass emission filter (Thorlabs), a achromatic doublet (100-mm focal length, Thorlabs), and a USB 2.0 Chameleon color camera (CMLN-13S2C-CS, Point Grey). All images were acquired with an optical magnification of , a field of view (FOV) of , an exposure time of 150 ms, and a gain of 0 dB. For each image set, six nonoverlapping FOVs were acquired within 1 min intervals.
Blood and Acridine Orange Preparation
To study the effect of AO staining concentration, we performed a human subject trial in cooperation with the University of Arkansas Pat Walker Health Center. Following informed consent, blood samples were collected from 30 healthy subjects under the approval of the University of Arkansas Institutional Review Board (IRB 15-11-384). The samples were drawn via venipuncture (4-ml whole blood) and were analyzed at least 20 min later on a clinical hematology analyzer (XS 1000i, Sysmex) after gently inverting 10 times. An AO stock solution was prepared by mixing distilled water with AO hemi(zinc chloride) salt (Sigma-Aldrich) for a concentration of ; it was maintained at a pH of 7.4, stored at 4°C, and protected from light. This stock solution was diluted into nine concentrations ranging from 10 to . Whole blood was stained at a ratio with the 10 concentrations including the stock concentration producing final concentrations ranging from 5 to . Image acquisition using the POC System was performed within 4 h of the blood draw at room temperature or 24 h if the samples were refrigerated.
Automated Differential Algorithm
We have developed an image analysis-based automated differential algorithm, shown in Fig. 3, to calculate the three-part leukocyte differential based on the red to green fluorescence intensity ratio (RG ratio). Following image acquisition, the individual cells were segmented by applying a global threshold to convert the image to a binary image that was applied as a mask. Any object with an area less than 15 pixels and greater than 100 pixels were considered platelets, clusters of cells, and debris, and were therefore excluded. The RG ratio was calculated for each cell by dividing the mean red intensity by the mean green intensity. These intensity values were acquired from the red and green grayscale images separated from the RGB images. Those values were plotted on a histogram displaying the frequency of cells at a certain RG ratio value. The three groups of peaks in the histogram [Fig. 3(d)] indicating the three cell populations were used to define cutoff ranges consisting of the lymphocyte/monocyte (LM) and monocyte/granulocyte (MG) cutoffs. We chose a static approach to define fixed cutoff ranges to avoid issues with variations in the peaks [Fig. 3(c)] among samples. The initial cutoff values (0.42 and 0.59) were based on visual inspection of the groups of peaks from the average of the histogram in Fig. 3(c) and four other histograms. From those ranges, the three-part differential was calculated by automatically counting the number of cells within each cutoff section.
Investigation of Three Variables in the Overall Staining and Postprocessing Method
Three variables within the overall staining and postprocessing method were analyzed to determine their effect on the differential results (Fig. 4). This included concentration (variable 1) and time gates representing a sample of incubation periods (variable 2) within the staining method and post hoc analysis of the RG ratio cutoff values (variable 3).
To evaluate the staining method, 10 AO concentrations varying from 5 to (final) and incubation periods separated into three time gates (3 to 4, 5 to 6, and 7 to 8 min) were used. The 10 AO concentrations were selected based on other existing AO staining methods.17,33,37 The time gates were determined based on the need to acquire a large number of cells while minimizing the time-dependent redshift in AO emission. The optimal AO concentration and time gate were analyzed simultaneously with percent deviation from the clinical hematology analyzer as a measure of accuracy. The images were acquired using the three time gates for each of the 10 concentrations, resulting in 30 different image sets per specimen.
For post hoc analysis of the postprocessing method, the RG ratio cutoffs between the LM and MG were varied. Image data acquired using time gate 5 to 6 min and from all samples were evaluated with the different cutoff values. Initially, the cutoff range was manually selected via visual inspection of histograms with very distinct peaks separating the three populations. However, since this process could introduce observer bias, a range of cutoff values near these were evaluated. Five values from each cutoff (LM , MG , in increments of 0.1) were applied to those image sets comprising 25 different results per specimen. The results were analyzed for percent deviation from the clinical hematology analyzer as a measure of accuracy.
Analysis of the Combined Optimal Staining and Postprocessing Methods
All 30 samples measured in triplicates (for repeatability of the system) were used to test the accuracy of the combined optimal staining and postprocessing methods based on the results from the previous section. Three time gates from 3 to 4, 5 to 6, and 7 to 8 min were used to demonstrate the redshift that occurs over time and how it affects the test results. Two metrics were used in the analysis: Bland–Altman and correlation. For the Bland–Altman analysis, the mean difference between the results produced by the POC system and the clinical hematology analyzer was used to calculate the average bias between the systems. To determine the correlation between the systems, all values were plotted and a linear regression was drawn to produce an -squared value with a value closer to one indicative of a closer relation to the clinical value. All three time gates were compared using this same analysis approach.
Acridine Orange Concentration on Cell Count Accuracy
AO concentration effects on overall leukocyte differential accuracy are summarized in Fig. 5. The green, blue, and red bars represent the deviation from the clinical standard measurement for each cell population (lymphocytes, monocytes, and granulocytes, respectively). The time gates were included since it is a dependent variable in the AO staining method. The monocyte population demonstrated the greatest inaccuracy at concentrations above where the deviations exceeded the CLIA-defined limits of , and many exceeded 100%. Similarly, lymphocytes had the greatest inaccuracy at concentrations above ; however, the deviations were negative, indicating that the POC system was underestimating the prevalence of this cell population. Overall, a concentration of and time gate 5 to 6 min, denoted by asterisks in Fig. 5, demonstrated the lowest deviations (, , and ) from the clinical hematology analyzer.
In Fig. 6, a histogram plot demonstrates the change in the leukocyte frequency peaks when the concentration was increased and the time gate was maintained at 5 to 6 min. In lower concentrations, the peaks were in locations that match the fluorescence characteristics of each cell population, consistent with previous results at . With increased concentrations, the largest peak shifted to the right (redshifts) and expanded where there was less distinction between the groups.
RG Ratio Cutoff Effects on Cell Count Accuracy
The RG ratio cutoff values used in the differential algorithm to count the cell populations were evaluated after observing the effects from variables 1 (concentration) and 2 (time gates). In Fig. 7, similar to the previous section, green, blue, and red bars indicate the three cell populations. For granulocytes and lymphocytes, all cutoff values were between to 2.05% and to 4.14%, respectively. Monocytes, as anticipated, demonstrated the greatest variability with half of the tested RG cutoff values producing deviations greater than compared to the clinical results. Additionally, there were observable trends in deviation values for the lymphocytes and granulocytes, relating to the cutoff value (LM or MG) being studied. For lymphocytes, the LM cutoff directly affected the count by accepting more or less cells between the first two peaks on the histogram [Fig. 3(d)]; therefore, there was greater plot-to-plot variation in accuracy. This result was similar for the granulocyte count except that the trend varied within each plot. The cutoff values of 0.42 (LM) and 0.58 (MG), denoted by asterisks in Fig. 7, produced the lowest deviations from the clinical results (, , and ). This demonstrates the importance of controlling the staining process since slight variations in the RG ratio cutoff values affected the cell count accuracy.
Time Gate Effects on Cell Count Accuracy
From the previous results in Sec. 3.2, the optimal staining and postprocessing method included a final concentration of and the RG ratio cutoff values of 0.42 (LM) and 0.58 (MG). Using these constraints, Bland–Altman analysis and linear correlation were used to compare our POC system to the clinical hematology analyzer for the three time gates at 3 to 4, 5 to 6, and 7 to 8 min. In Fig. 8 (left), the Bland–Altman plots demonstrate the agreement between the two systems with the solid lines representing the mean difference (bias) and the dashed lines representing the 95% confidence intervals of the differences (limits of agreement) calculated by the mean times the standard deviation.6,21,26 A bias at zero represents perfect agreement between the systems, and the closer the limits of agreement are to this bias, the less likely our POC system will produce different results from the clinical hematology analyzer results that could affect the diagnosis. For example, data points above the mean represent an overestimate of that population, which could lead to a potential false-positive measurement. The linear correlation between the two systems is shown in Fig. 8 (right). Deviation from the dotted line indicates poor agreement with the clinical hematology analyzer. Using these metrics, the three time gate plots demonstrated the trend seen previously in Fig. 5 where the deviation between the systems increased between time gates 5 to 6 and 7 to 8 min. As the time gates increased, the lymphocyte count was underestimated while the granulocyte count was overestimated, demonstrated in the Bland–Altman plots (Fig. 8, left). The time gate of 7 to 8 min had the most deviation, resulting in a bias of 11.30 with a 95% limits of agreement of and 30.89 for the granulocyte population and an of 0.758. Time gates 3 to 4 and 5 to 6 min produced similar results, yet time gate 5 to 6 min yielded results that were closest to the actual clinical results ( and limits of agreement of and 6.46 for the monocytes and ).
Implications of AO Staining Protocol
We have demonstrated differences in accuracy when AO concentration and incubation periods (represented by three time gates) are varied. This suggests that a strict staining method is required to produce accurate and consistent results. In this case, using AO and a time gate of 5 to 6 min with fixed cutoffs at 0.42 (LM) and 0.58 (MG) resulted in average deviations of 0.706%, , and for lymphocytes, monocytes, and granulocytes, respectively. When the AO concentration and incubation periods were increased a shift in red emission occurred, which correlated to previous publications.33 This can be attributed to the accumulation of AO, a cationic dye, in acidic vesicles where the dye becomes “acid-trapped” when it is protonated in a lower pH environment.36 The most important inference from this comparison of multiple staining methods is that a drastic redshift occurs over time that reduces the differential count accuracy and, thus, reduces the effectiveness of the dye in distinguishing the cell populations.
Another potential source of this redshift is due to leukocyte proliferation, in which an increase in DNA/RNA synthesis can be observed in applications using AO to quantify changes in cell cycle phase.34,39 For normal leukocytes in peripheral blood, cells are stable in the phase and require activation in response to an antigen/mutagen to proceed in the cell cycle.40 During the next phases of the cell cycle ( to S phase), there is an increase in DNA and RNA syntheses that occurs over the course of many hours (6+ h).4142.–43 The increase in RNA has been shown to increase the red fluorescence emission intensity of AO-stained leukocytes, whereas the increase in DNA content contributed less to the increase in green fluorescence intensity.43 In patients with hematologic malignancies, it may be possible to find some leukocytes in the peripheral blood that exist in a proliferative phase; this may affect the established RG ratio. This could lead to an inaccurate classification, but not necessarily an inaccurate total leukocyte count. Within the environment and time period of the analysis presented in this article, the cells should be in a quiescent state; therefore, the cell cycle should have minimal effect on the red and green fluorescence emissions.
Implications of Variations in Postprocessing RG Ratio Cutoff Values
We used a static approach to separate the cell populations based on the frequency of cells at each RG ratio, where fixed cutoff values were defined by the minimum troughs between the peaks in the histogram and were used for every sample tested; see Fig. 3(d). Our results suggest that, using this approach, slight changes in the cutoffs can change the cell count, which could negatively affect the differential results since we have shown that the peaks can change over time due to the redshift in fluorescence intensities with increased AO concentration (Fig. 6) and incubation periods. An alternative method could potentially involve the use of a dynamic approach where the cutoff values are automatically adjusted based on the shifting peaks that can occur with different staining methods by tracking the troughs or maximum peaks of each cell population for each sample tested. Different factors could affect the definition of the histogram curve, such as cell count and bandwidth of the peaks; therefore, further exploration of that method is necessary.
Effect of Time Gating Using an Optimal Differential Method
Similar to the effects of AO concentration, different incubation periods, demonstrated by three time gates between 3 and 8 min, can produce different results, as shown in Fig. 8. Our results were comparable to the redshift in AO emission over time and accumulation of AO previously reported in the literature.33,36 Not only was there a redshift within increased incubation periods but the shift did not appear to be uniform (Fig. 6); therefore, controlling accuracy became more difficult when the staining and postprocessing method was not consistently maintained. Also, the Bland–Altman and correlation plots demonstrated that there was a drastic change in test results at the 7 to 8 min time gate; this could be due to a sudden uptake of AO between 6 and 7 min that caused a greater redshift. This suggests that there is a limit to the incubation period where the AO emissions redshift causes all of the cells to become indistinguishable. Additionally, the difference between 3 to 4 and 5 to 6 min time gates were minimal, yet time gate 5 to 6 min had more test results consistent with the clinical results. Thus, there could still be a difference in results between lower time gates, further demonstrating the need for an optimal staining and postprocessing method.
As current state-of-the-art POC systems rapidly evolve, this information could aid future designs in improving the accuracy and precision of these differential tests. By understanding and quantifying the variations in the red emission, the colorimetric features of AO that are used to distinguish subpopulations of cells for these devices can be utilized more effectively. In general, the method described here is specific to our image-based POC system and AO colorimetric classification; however, this could be extrapolated to other red to green colorimetric POC tests, for instance, image-based methods implementing color cameras and nonimage-based methods such as POC flow cytometry methods implementing microfluidics and fluorescence signal detection using photomultiplier tubes.7,13 Additionally, future work could incorporate a five-part differential test to explore whether it can be accurately quantified using AO.
The information presented in this paper could guide many POC systems using AO as a contrast agent to improve their test accuracy, especially in the monocyte count where most of the inaccuracy lies. We demonstrated that increased concentrations above and incubation periods above 6 min negatively affect test accuracy. For the conditions presented here, the time gate 3 to 4 and 5 to 6 min, final AO concentration , and RG ratio cutoff values of 0.42 (LM) and 0.58 (MG) produced the most accurate and consistent results. Overall, we have quantitatively demonstrated the need for a strict control of the use of AO to stain leukocytes for a three-part differential test to produce results within CLIA standards.
We would like to thank the Arkansas Biosciences Institute and the Women’s Giving Circle for their funding contributions. Also, we thank the staff at the Pat Walker Health Center for their support and participation in this research.
Amy J. Powless is a PhD candidate at the University of Arkansas in the Biomedical Engineering Department. She received her BS degree in biological engineering from the University of Arkansas in 2013. She is a trained phlebotomist, which lead to a special interest in blood work and point-of-care applications.
Roxanna J. Conley is a medical laboratory technician at Pat Walker Health Center at the University of Arkansas since 2011. She has been in the field for over 15 years and has experience in hematology, blood bank, urinalysis, coagulation, chemistry, and microbiology.
Karan A. Freeman is the laboratory manager at Pat Walker Health Center at the University of Arkansas since 1999. She received her BS degree from the University of Arkansas for Medical Sciences in Medical Technology. She has worked as a laboratory technologist and supervisor in quality management and compliance. Also, she has worked as a surveyor for Medicare and Medicaid through CLIA and the Arkansas State Health Department and for the Commission for Accreditation of Rehabilitation Facilities.
Timothy J. Muldoon is an assistant professor of biomedical engineering at the University of Arkansas. He received his BS degree in biomedical engineering from Johns Hopkins University in 2002, his PhD from Rice University in 2009, and his MD from the Baylor College of Medicine in 2010. His current research interests includes multimodal microendoscopy, multiphoton imaging for gastrointestinal cancer, light sheet confocal microscopy, and whole blood analysis.