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Clinical protocols

Clinical Standing Orders, Inclusion and Exclusion Criteria, and Emergency Protocols for Mobile IV

Standing orders tell a nurse exactly what may be given, to whom, and when to stop. Emergency protocols tell the same nurse what to do in the first five minutes when something goes wrong in a living room or hotel suite, far from a crash cart. This page lays out what both documents should contain, the kit a mobile nurse should carry, and the vital sign thresholds most medical directors write in.

  • First-line for anaphylaxisEpinephrine 1 mg/mL IM
  • Adult IM dose0.3–0.5 mg, repeat q5–15 min
  • Kit checkMonthly + after every use
  • Protocol reviewAt least annually
Gloved hand adjusting an IV bag and drip chamber on an infusion pole

Statutory & financial benchmarks

Example pre-infusion vital sign thresholds (illustrative; your medical director sets the actual values and actions)
ParameterProceed range (example)Hold and contact prescriber (example)Notes
Systolic BP90–159 mmHgBelow 90 or 160 and aboveSome protocols use 180 as the upper hold for asymptomatic patients; recheck after rest.
Diastolic BPBelow 100 mmHg100 mmHg and aboveAny reading with headache, chest pain or neurologic symptoms means emergency care.
Heart rate50–110 bpmBelow 50 or above 110Fit athletes may have resting rates below 50; document baseline.
SpO2 (room air)94% and aboveBelow 94%Adjust for altitude only if the protocol says so, for example in mountain resort markets.
TemperatureBelow 100.4 °F (38.0 °C)100.4 °F and aboveFever may signal infection requiring evaluation rather than hydration.
Respiratory rate12–20 breaths/minAbove 24 or laboured breathingEscalate immediately with wheeze, stridor or chest tightness.

Standing orders, protocols and patient-specific orders

The terms are often used loosely, but boards distinguish them. A patient-specific order is written by a prescriber for one named patient. A standing order is a prescriber’s written instruction that authorizes a nurse to give a defined treatment to patients who meet defined criteria, without a separate order each time. A protocol is the broader clinical document that wraps the standing order with assessment steps, decision points and escalation rules.

DocumentWho signsApplies toTypical IV use
Patient-specific orderPrescriber who evaluated the patientOne named patientPrescription add-ons such as ondansetron or ketorolac; NAD+ dose plans
Standing orderMedical directorAny patient meeting inclusion criteria, after clearanceHydration and vitamin protocols, rate adjustments, discharge criteria
Emergency protocolMedical directorAny patient in a defined emergencyAnaphylaxis, syncope, infiltration, hypoglycemia

Many boards that have addressed elective IV hydration expect a prescriber to have evaluated the patient before a standing order is used. A standing order is not a substitute for the Good Faith Exam; it governs what happens after clearance.

What every IV standing order should contain

  • Scope: the protocols covered, the settings (home, hotel, lounge, event) and the licensure required to carry them out.
  • Inclusion criteria: adult age range, completed GFE within its renewal window, stable vitals within the cutoffs, ability to consent.
  • Exclusion criteria: heart failure, dialysis or advanced kidney disease, uncontrolled hypertension, pregnancy without obstetric clearance, known allergy to any component, G6PD deficiency for high-dose vitamin C, active chest pain or shortness of breath, intoxication that impairs consent.
  • Exact formulations: carrier fluid and volume, each additive with its dose ceiling, push rates and maximum infusion rate.
  • Monitoring: vitals before, during (for longer infusions) and after; observation period before discharge.
  • Stop rules: symptoms or readings that end the infusion immediately.
  • Escalation: when to call the prescriber, when to call 911, and who to notify afterwards.
  • Documentation: required chart fields, incident report trigger, and the medical director’s signature and version date.

Rules on what nurses may do under standing orders vary by state, and some boards have published specific positions on IV hydration. Have your medical director and counsel confirm the document against your state’s nursing and medical practice acts.

The mobile IV emergency kit

A mobile nurse may be 10–20 minutes from EMS arrival. The kit has to cover the first minutes of anaphylaxis, airway compromise, hypotension and hypoglycemia. Doses below are typical adult references; your medical director’s signed protocol governs.

ItemTypical adult referencePurposeCheck
Epinephrine 1 mg/mL (1:1,000) ampules or vials with syringes, or auto-injectors0.01 mg/kg IM up to 0.5 mg (0.3–0.5 mg typical), anterolateral thigh; repeat every 5–15 min as neededFirst-line treatment of anaphylaxisExpiry, storage temperature, at least two doses
Diphenhydramine injection25–50 mg IV or IMAdjunct for urticaria and itching; never instead of epinephrineExpiry
Albuterol inhaler with spacer or nebulesPer protocol (for example 2.5 mg nebulized or 4–8 puffs MDI)Bronchospasm adjunctExpiry, spacer present
0.9% sodium chloride, 1,000 mL bags, extra tubing1–2 L rapid bolus for hypotension in anaphylaxis, per protocolVolume resuscitationTwo bags minimum
Portable oxygen with non-rebreather mask10–15 L/min per protocolHypoxia, respiratory distressCylinder pressure, state rules on oxygen
AED, bag-valve mask, oral airwaysBLS algorithmCardiac arrest, ventilation supportBattery and pad expiry
Glucometer and oral glucose15–20 g oral glucose if conscious and hypoglycemicHypoglycemia, differential for syncopeStrips and control solution
Optional adjuncts per medical directorFor example an H2 blocker or corticosteroidSecondary treatment after epinephrineExpiry
Heat kills epinephrine. Epinephrine is labeled for room-temperature storage. A kit left in a hot vehicle can degrade below effective strength. Store it with the temperature-controlled stock and replace after any excursion.

Anaphylaxis: the first five minutes

  1. Stop the infusion and disconnect the bag, keeping the catheter in place for access.
  2. Give epinephrine IM into the anterolateral thigh at the protocol dose. Do not wait for antihistamines to work.
  3. Call 911 (or have a bystander call) and notify the medical director.
  4. Position the patient: supine with legs raised if hypotensive; sitting up if breathing is the main problem; recovery position if vomiting.
  5. Give oxygen and start a rapid 0.9% sodium chloride bolus through a new line if hypotensive, per protocol.
  6. Repeat epinephrine every 5–15 minutes if symptoms persist or return.
  7. Add adjuncts (albuterol for wheeze, diphenhydramine for skin symptoms) only after epinephrine.
  8. Hand over to EMS with times, doses, vitals and the suspected agent, and keep the bag and vials for review.

Every patient who receives epinephrine should be transported for observation, because symptoms can return after the drug wears off.

Vasovagal syncope, infiltration and fluid overload

Vasovagal reactions are the most common event in elective IV therapy, usually at cannulation. Stop the infusion, lay the patient flat with legs raised, check pulse, blood pressure and glucose, and observe. A patient who does not recover promptly, has chest pain, or has an irregular pulse is treated as an emergency, not a faint.

Infiltration and extravasation happen when fluid leaks into tissue around the catheter. Stop the infusion, disconnect, aspirate from the catheter if your protocol calls for it, remove it, raise the limb, mark the borders of the swelling and photograph them. Apply cold or warm compresses according to the agent and your protocol. Calcium and other irritant additives warrant closer follow-up.

Grade (adapted from the INS infiltration scale)SignsTypical action
0No symptomsContinue and monitor
1Skin blanched, edema under 1 inch, cool, with or without painStop, remove, restart elsewhere if appropriate
2Blanched, edema 1–6 inches, coolStop, remove, raise the limb, document
3Translucent skin, gross edema over 6 inches, moderate pain, possible numbnessStop, remove, notify the prescriber, arrange follow-up
4Tight, leaking or discoloured skin, deep pitting, circulatory impairment, or any vesicant or irritant involvedNotify the prescriber immediately; urgent evaluation

Fluid overload is rare in healthy adults receiving 500–1,000 mL but real in patients with undisclosed heart or kidney disease. New shortness of breath, cough or crackles means stop, sit the patient up, give oxygen and call 911. Vascular access technique is covered in vascular access standards.

Documentation and drills

A protocol nobody has practiced fails under pressure. Run an anaphylaxis drill with every nurse at onboarding and at least twice a year, timing how long it takes to open the kit and draw up epinephrine. Keep kit check logs signed and dated, and replace items after every use.

After any event, complete an incident report the same day, notify the medical director, and hold a short review that asks whether the screening, the protocol or the kit should change. Those records are what a board, an insurer or a plaintiff’s attorney will request first. Price the clinical overhead in the provider calculator, or find a medical director to sign your protocols through the partner intake.

Step-by-step standing order and emergency readiness

  1. Draft the service protocolsOne protocol per drip family with formulation, dose ceilings, rates and monitoring.
  2. Define inclusion and exclusionWrite criteria the nurse can check at the bedside without interpretation.
  3. Set vital sign cutoffsAgree proceed and hold values with the medical director and build them into the chart.
  4. Write emergency algorithmsAnaphylaxis, syncope, infiltration, hypoglycemia and fluid overload, each on one page.
  5. Obtain signaturesMedical director signs and dates every document; keep version history.
  6. Stock and seal the kitBuild the emergency kit to the manifest, with a checklist and tamper seal.
  7. Train and drillEvery nurse completes protocol training and an anaphylaxis drill before seeing patients.
  8. Check kits monthlyLog expiries, oxygen pressure, AED status and storage temperature.
  9. Report every incidentSame-day incident report and medical director notification.
  10. Review annuallyUpdate protocols for menu changes, new board guidance and lessons from incidents.

Common regulatory audit traps

Standing orders used as clearance

Boards cite practices that start drips under a standing order with no prior prescriber evaluation. Use the standing order only after a documented GFE.

Unsigned or outdated protocols

Protocols without a current medical director signature, or that omit drips now on the menu, leave nurses administering without valid orders. Re-sign on every change and at least annually.

Antihistamine before epinephrine

Incident reviews often find diphenhydramine given first and epinephrine delayed. Train that epinephrine IM is first-line and adjuncts come after.

Expired or heat-damaged kit

Inspectors and insurers check kit logs and expiry dates. Monthly checks and climate-controlled storage prevent the most embarrassing finding.

Vitals recorded but ignored

Charts showing readings outside the hold thresholds with the infusion continuing are hard to defend. Make out-of-range vitals force a prescriber contact in the charting system.

Run your state’s compliance and margin model

Pick your state, licence, model and volume to see the required entity structure, medical director retainer, GFE and 503B supply costs, and net margin, then get matched with the network.

State rules that matter most here

Frequently asked questions

What is a standing order in IV therapy?

It is a written instruction from the medical director that authorizes nurses to give a defined treatment to patients who meet stated criteria. It governs what happens after a prescriber has cleared the patient, not the clearance itself.

What should a mobile IV emergency kit contain?

At minimum epinephrine 1 mg/mL for IM use, diphenhydramine, albuterol, 0.9% sodium chloride for bolus, oxygen with a mask, an AED, a bag-valve mask and a glucometer with oral glucose. The medical director decides doses and any adjuncts.

What is the epinephrine dose for anaphylaxis in adults?

The usual reference is 0.01 mg/kg of 1 mg/mL epinephrine IM, up to 0.5 mg, into the anterolateral thigh, repeated every 5–15 minutes if needed. Follow your signed protocol and call 911.

What blood pressure is too high for an IV drip?

There is no universal cutoff. Many protocols hold the infusion and contact the prescriber at a systolic of 160 or above or a diastolic of 100 or above, and treat any high reading with symptoms as an emergency.

How should a nurse handle an infiltrated IV?

Stop the infusion, disconnect, remove the catheter, raise the limb, mark and photograph the area, and apply compresses per protocol. Notify the prescriber for higher grades or any irritant additive.

How often should standing orders be reviewed?

At least annually and whenever the menu, the medical director or relevant board guidance changes. Each version should be signed, dated and kept.

Sources & standards reviewed

  1. Infusion Therapy Standards of Practice (infiltration and extravasation) Infusion Nurses Society
  2. Anaphylaxis practice parameter American Academy of Allergy, Asthma & Immunology
  3. Emergency treatment of anaphylactic reactions guidelines Resuscitation Council UK
  4. Basic Life Support and AED guidelines American Heart Association
  5. Nursing scope of practice and delegation resources National Council of State Boards of Nursing

Reviewed under the IVConnection clinical and regulatory review policy. Report a correction to clinical@ivconnection.com.

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