Patient Blood Management Specialist (PBMS) Certification

 Patient Blood Management Specialist Certification Exam Information

A Patient Blood Management Specialist (PBMS) is:

  • a hospital resource to help guide and eliminate unnecessary transfusions and avoid adverse patient outcomes related to the use of allogeneic blood components.
  • Participates in data collection, quality control, data reporting, and quality improvement projects related to inpatient perioperative transfusion experiences.
  • Contributes to the adoption of principles for inpatient perioperative autologous blood conservation and collection including intraoperative autotransfusion techniques.
  • Coauthors high-reliability evidence-based hospital policies and procedures for perioperative patient blood conservation and transfusion.
  • Is familiar with the installation, user-qualifications, and procedures for the use of medical equipment and supplies for autologous blood collection and allogeneic blood administration.
  • Has knowledge of methods and pharmacology to avoid and treat anemia perioperatively.
  • Understands blood processing, laboratory testing and diagnosis of blood disorders and coagulopathies.

Job Skills

  • Able to read and apply the current scientific publications related to perioperative patient transfusions and blood conservation in the perioperative phases of care.
  • Understand pharmacology of coagulation and anticoagulation.
  • Apply quality control principles and quality improvement methodologies.
  • Exhibits knowledge of perioperative autologous blood salvage and preservation methodology.
  • Working knowledge of principles for monitoring and testing coagulation and anticoagulation.
  • Working knowledge of equipment used for blood collection and administration in the perioperative phase of inpatient care.
  • Author evidence-based patient care guidelines.
  • Team player/leader who can provide a clear direction and vision for the team, while listening and providing support to the team members.


Perioperative Patient Blood Management Specialist Exam Matrix 4-2018

The Patient Blood Management Specialist (PBMS) Certification is a brand new examination and program. Below is important information regarding this new program. If you have any questions contact us at or call us at 312-321-5156

Apply to take the PBMS EXAM. 

Upcoming Exams:

PBMS Review Course and Exam at the AmSECT International Conference
March 7, 2019
Attend the IBBM Blood Management Specialist Review Course and take the PBMS exam the day before the AmSECT International Conference kicks off! See below for a full schedule of PBMS pre-conference workshop content.

IBBM Blood Management Specialist Review Course
Thursday, March 7, 2019
Speakers: Keith Samolyk, CCP Emeritus, Al Stammers, MSA, CCP, Julie Wegner, PhD, CCP, and John Rivera
8:00 am – 10:30 am
FREE with International Conference registration
Review Course Schedule:
  • 7:50 am -8:00 am – Introduction to Review Course – Keith Samolyk, PBMS, CCP Emeritus
  • 8:00 am -8:30 am – Blood Component, Fluid Management Review – Keith Samolyk, PBMS, CCP Emeritus
  • 8:30 am – 9:00 am – Coagulation Review – Julie Wegner, PhD, CCP
    9:00 am – 9:30 am – Auto-Transfusion Review – John G. Rivera, BS, MA
  • 9:30 am – 10:00 am – Data Collection Practices – Al Stammers, MSA, CCP
  • 10:00 am – 10:15 am – Panel Discussion and Q&A
  • 10:15 am – adjourn, exam begins at 10:30am (see info below)

Patient Blood Management Specialist (PBMS) Certification Exam at the AmSECT 
Thursday, March 7, 2019
10:30 am – 1:00 pm (Exam Proctors onhand; no pre-test proctor paperwork required in advance of attendance. Participants must register for the AmSECT International Conference and add the Blood Management Specialist Review Course and the PBMS Exam to their registration to confirm participation.)

To learn more about the AmSECT International Conference and to register, CLICK HERE. 

Regularly Scheduled Application Dates:
March 20 – April 20, 2019
June 20 – July 21, 2019
September 20 – October 20, 2019

Regularly Scheduled Exam Dates:
May 15- May 17. 2019
August 21- August 23, 2019
November 20- November 22, 2019

PBMS Recertification

All PBMS certifications issued starting November 2017 are currently valid through March 31, 2020. Further details on recertification requirements will be posted closer to the opening of the recertification window (December 1, 2019 through February 15, 2020).

Frequently Asked Questions

What is the difference between a Perioperative Blood Management Technician (PBMT) and a Patient Blood Management Specialist (PBMS)?

A PBMT is an Autotransfusionist or Platelet Gel/Stem Cell device operator in the operative setting; primarily they operate the cell washers for red blood cell recovery in the perioperative setting. The PBMS is the next and higher level up. A more focused program; however, unlike the PBMT the PBMS is not restricted to only autotransfusionists.

Do you have to be a PBMT to take the PBMS exam?

Anyone with confidence in the body of knowledge of blood management can take the exam. The PBMS test is more advanced and covers a broader scope of material. While the PBMT certification is not required to take this exam, those that are certified PBMTs may notice familiar topics and concepts that are addressed in the PBMS test.

If you are interested in more information on the PBMT Certification, click here.

What are the requirements to apply for the PBMS Certification Exam?

Anyone with an interest in advancing their career in Blood Management can take the exam. It is recommended that an individual interested in attaining certification in patient blood management should have experience with clinical application and education in blood management. Knowledge of laboratory, blood banking and education techniques with preparation to perform a leadership, coordinating or educational role for a patient blood management program involving inpatient perioperative and surgical practices. Participation in outpatient services with an anemia clinic is beneficial.

The exam will be given three times a year. In 2018 the PBMS test dates will be concurrent with the PBMT exam dates in May, August, and November. Please note prospective test takers cannot take both the PBMT and PBMS tests in the same exam period.

To take the exam you must fill out the profile and proctor application, and pay a $200 exam fee during the application period. The application period will begin two months prior to the exam and will be open up to 5 days before the first day of the exam.

The exam period is three days and the exam can be taken during IBBM business hours (9 AM- 5 PM CT). Examinees will have three (3) hours to take the exam.

Please note there is no clinical requirement. Anyone with an interest in advancing their career in Blood Management can take the exam.