Who Technical Specifications For Automated Non-Invasive Blood Pressure Measuring Devices With Cuff
Who Technical Specifications For Automated Non-Invasive Blood Pressure Measuring Devices With Cuff
Who Technical Specifications For Automated Non-Invasive Blood Pressure Measuring Devices With Cuff
SPECIFICATIONS FOR
AUTOMATED NON-INVASIVE
BLOOD PRESSURE MEASURING
DEVICES WITH CUFF
WHO MEDICAL DEVICE TECHNICAL SERIES
WHO TECHNICAL
SPECIFICATIONS FOR
AUTOMATED NON-INVASIVE
BLOOD PRESSURE MEASURING
DEVICES WITH CUFF
WHO MEDICAL DEVICE TECHNICAL SERIES
WHO technical specifications for automated non-invasive blood pressure measuring devices with cuff
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Contents
Acknowledgements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
5. Measuring BP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
5.1 General standardized procedure for proper electronic BP measurements. . . . . . . . . . . . . . . . 25
5.2 Specific advice for different settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
5.3 Sources of error.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
5.4 Importance of training personnel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
7. Conclusions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Contents i
Annex 1
Phasing out mercury. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Annex 2
Meeting participants – Consultation for technical specifications for automated
non-invasive BPMD with cuff, 25–26 June, 2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Annex 3
Universal standard for the validation of blood pressure measuring devices. . . . . . . . . 41
Annex 4
Procedures for laboratory and accuracy testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Annex 5
Online resources from professional societies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Annex 6
Technical specifications and use of aneroid manual blood pressure
measuring devices with cuff. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
1. Description. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
2. Measurement principles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
2.1 Mercury sphygmomanometer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
2.2 Aneroid sphygmomanometer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
3. Regulatory requirements and standards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
4. Calibration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
5. Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
6. Nomenclature. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
7. Technical specifications for manual BPMDs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
8. General standardized procedure for proper manual BP measurements.. . . . . . . . . . . . . . . . . 57
ii WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Acknowledgements
The document is part of the WHO Medical device technical series. The overall guidance was prepared jointly
by the WHO Management of Noncommunicable Diseases and the Medical Devices and in Vitro Diagnostics
teams under the coordination of Cherian Varghese and Adriana Velazquez.
The document updates WHO’s 2005 guidance on blood pressure measuring devices (BPMDs) (1). It also
responds to concern about the lack of accurate, good-quality devices, especially in low-and middle-income
countries (LMIC), which was expressed at a workshop on blood pressure (BP) measurement during the 4th
WHO Global Forum on Medical Devices held in India on 13–15 December 2018.
Laura Patricia López Meneses, a WHO consultant, drafted the document, which was discussed at an expert
consultation on technical specifications for automated non-invasive BPMDs with cuff, that took place in
Geneva, Switzerland, from 25–26 June 2019. The meeting further discussed the scope and content of this
publication and steps for implementation. The document then underwent external review. The technical
experts who participated in the consultation, and provided technical review to the document, were: Aletta E
Schutte (North-West University, South African Medical Research Council, South Africa; University of New South
Wales; The George Institute for Global Health, Australia; International Society of Hypertension), Tammy Brady
(Johns Hopkins University, USA), Margaret Farrell (Resolve to Save Lives an initiative of Vital Strategies, USA),
Norm Campbell (University of Calgary, Canada), Mulugeta Mideksa (Biomedical Engineer, Ethiopia), Marc
Jaffe (Resolve to Save Lives an initiative of Vital Strategies and Kaiser Permanente, USA), Oommen John (The
George Institute for Global Health, India), Mohammad Ameel (WHO Collaborating Centre for Priority Medical
Devices and Health Technology Policy, Ministry of Health and Family Welfare, India) and Laura Alejandra
Velez (WHO Operations Support and Logistics). All participants declared any conflicts of interest, which were
reviewed by the WHO compliance unit.
After the expert consultation, a second draft was prepared with input from WHO consultants: George Schmidt,
Eunice Lorenzo and Jennifer de Francesco, with organizational support and compilation by Valeria Montant,
WHO intern.
WHO also acknowledges the technical input of members of the team for Management of Noncommunicable
Diseases: Allison Goldstein, Taskeen Khan, and Hongyi Xu, as well as Sheila Nakpil, Sophie Schmitt and Joel
Tarel, who provided administrative support for the project.
Special acknowledgment to Nicola Toffelmire, Laura Patricia Lopez Meneses and Valeria Montant who did
final compilation of comments.
WHO thanks Resolve to Save Lives, an initiative of Vital Strategies, for financially supporting the preparation
of this publication.
The publication was edited by Elisabeth Heseltine. Designed by L’IV Com Sàrl.
Acknowledgements iii
Acronyms and abbreviations
ANSI American National Standards Institute
BP Blood Pressure
BPMD Blood Pressure Measuring Device
IEC International Electrotechnical Commission
ISO International Organization for Standardization
LED light-emitting diode
LMIC low- and middle-income countries
MAP Mean Arterial Pressure
UNDP United Nations Development Programme
WHO World Health Organization
iv WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Glossary
Accuracy: The closeness of a determined value of a physical dimension to the real value. Ability to perform
without making errors.
Aneroid sphygmomanometer: A manual BPMD with a manometer, composed of an inflation bulb for controlling
the air pressure within the cuff that is attached to the manometer by tubing. The manometer head contains
mechanical parts that convert the cuff pressure into readings.
Arterial BP: The pressure exerted in the arteries in the systemic circulation. Depends on the cardiac output,
arterial elasticity, blood viscosity and peripheral vascular resistance.
Automated BPMD: A device that estimates BP after automatic inflation and deflation of the cuff and displays
the values on an electronic display. The semi-automated device requires manual inflation.
Brachial artery: A major artery in the upper arm, which is compressed by the BP cuff during BP measurement.
Calibration: Steps taken to ensure that a BPMD measures BP accurately. This is typically done by testing the
device against a gold standard. When an aneroid sphygmomanometer does not provide accurate BP reading,
the device can be adjusted (calibrated) to produce accurate measurements. Automated BPMDs that are
inaccurate should be sent to the manufacturer for repair.
Diastolic BP: The pressure in blood vessels when the heart rests between beats.
Eclampsia: Seizures resulting from high BP in a pregnant woman. This is a complication of pre-eclampsia.
Korotkoff sounds: Sounds emitted from a fully compressed artery as it becomes un-occluded during BP cuff
deflation. These sounds are indicative of arterial flow and are used to determine BP.
Manual BPMD: Device for estimating arterial BP using the auscultatory technique. Systolic and diastolic BP
is detected from Korotkoff sounds using a stethoscope or microphone positioned over a compressed artery
during cuff deflation.
Mercury sphygmomanometer: Manual device for measuring BP, composed of an inflation bulb for controlling
the air pressure in the cuff which is attached to a measuring unit and a mercury-infused glass column which
displays BP (values in mm Hg). No longer recommended by WHO for clinical use, due to the need to phase-
out mercury in health facilities.
Oscillometric technique: BP measurement technique used with automated or electronic BPMDs. Cuff
deflation +/- inflation is initiated by the device which detects arterial oscillations, or variations in intracuff
pressure caused by changes in pulse volume induced by the heartbeat at different applied pressures. The
maximal oscillation during either inflation or deflation (device specific) corresponds to the mean arterial
pressure and is used to calculate the systolic and diastolic BP using proprietary algorithms.
Pre-eclampsia: A condition that may develop during pregnancy, characterized by high BP (hypertension),
proteinuria and edema.
Glossary v
Semi-automated BPMD: Device that operates by manual cuff inflation and electronic cuff deflation. BP is
estimated as with other electronic devices. This device is energy-efficient because the cuff is inflated manually
with a bulb.
Sphygmomanometer: Medical device for measuring arterial BP compromised of a cuff, an inflation bulb with
release valve and a manometer (typically either a mercury column or an aneroid dial).
Spot-check BPMD: An electronic BPMD with an electrical pump that inflates the upper arm cuff and a
digital display that shows the BP measurement. This device is typically designed to provide continuous BP
monitoring in a hospital setting but could also be used to provide “spot checks” of BP (i.e. intermittent resting
BP measurements).
Systolic BP: The maximal pressure in the aorta when the heart contracts and ejects blood from the left ventricle.
Validation: A term used to indicate the process by which devices are tested for accuracy. A “validated device”
is one that has undergone rigorous, standardized testing against a gold standard to ensure that the device
produces accurate measurements.
vi WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Executive summary
Hypertension is the leading modifiable risk factor for serious diseases such as cardiovascular disease (stroke
and ischaemic heart disease), pre-eclampsia and eclampsia (a major killer of pregnant women and a cause of
poor fetal growth and stillbirth) and chronic kidney disease. Globally, over one billion people have hypertension,
with a higher prevalence in LMIC. Accurate BP measurement is essential to identify and properly manage
individuals with hypertension, a silent killer with few symptoms.
Lack of access to accurate, affordable BP devices is a significant barrier to proper medical care, particularly
in low-resource settings. Manual BP measurement is gradually being replaced by automated measurement
because of environmental concerns about mercury, poor calibration and improper measurement with aneroid
devices in clinical practice and the superior consistent accuracy of validated automated devices. There is,
however, frequent concern about the accuracy of automated devices that have not been validated.
The document updates WHO’s 2005 guidance on blood pressure measuring devices (BPMDs). It also responds
to concern about the lack of accurate, good-quality devices, especially in low-and middle-income countries
(LMIC) through technical consultation and expert review.
The focus of the publication is on automated non-invasive BPMDs with cuff, including characteristics,
regulatory requirements and standards, calibration as well as maintenance. It also provides guidance on
procurement, decontamination and decommissioning. Additional elements on accurate measurement of BP
and training for personnel are included.
This document describes the performance and technical aspects of automated non-invasive BPMDs, which
are essential for optimal diagnosis and treatment of hypertension, particularly in LMICs. It also outlines the
importance of measuring BP and identifies the barriers to access of accurate and affordable BPMDs.
The scope of this document is on non-invasive upper arm BPMD with cuff, using oscillometric method, which
is the preferred option to measure BP. Nevertheless, this document also mentions the manual BPMD aneroid
for where automated is not available and mercury, only for callibration. It also describe other cuffless innovative
technologies but further evidence for recommendation is needed. The document thus complies with WHO
guidance to countries regarding phasing out mercury-containing sphygmomanometers in the health care
sector in the context of the Minamata Convention on Mercury (see Annex 1). This version replaces the 2005
WHO publication on affordable technology blood pressure measuring devices for low-resource settings (1).
The document is based on evidence and data on the predictive value of non-invasive upper-arm BP
measurements. It includes discussion and comparison of alternative devices and standards to build consensus
for shaping the global market. It is intended for regulators, policy-makers, programme managers, biomedical
engineers, BP device manufacturers and industries, procurement officers and health care providers. It should
assist procurement agencies and regulatory authorities to prepare policy, management and supply accordingly.
Manufacturers should comply with the technical specifications outlined as minimum requirements to ensure
safety and efficiency. Health workers, academics and the general population may benefit from this resource,
as it may improve their understanding of BP devices and their capacity to measure BP accurately.
The following WHO publications are complementary to the body of this technical guidance and specification
document:
1. Introduction 1
Decontamination
and Reprocessing
of Medical Devices
for Health-care
Facilities
Medical device donations:
considerations for
solicitation and provision
Medical device donations: Decontamination and reprocessing
WHO Medical device technical series
considerations for solicitation and of medical devices for health-care
provision facilities
2016 2016
https://www.who.int/medical_ https://www.who.int/infection-
devices/management_use/manage_ prevention/publications/
donations/en/ decontamination/en/
WHO compendium of
innovative health technologies
for low-resource settings
2016- 2017
Decommissioning
Medical Devices
WHO Medical Device Technical Series
Decommissioning medical devices
2019
HEARTS Technical Package
https://apps.who.int/
2018 iris/bitstream/hand
https://www.who.int/cardiovascular_ le/10665/330095/9789241517041-
diseases/hearts/en/ eng.pdf?sequence=1&isAllowed=y
2 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
2
Global burden of hypertension
In 2015, the global prevalence of hypertension was estimated to be more than 1.1 billion (2) (Fig.1). The highest
prevalence of raised BP among people aged ≥ 18 years was in low-income countries (28.4%) and middle-
income countries (25.5%). In 2017, the Global Burden of Disease study found that raised systolic BP was the
leading modifiable risk factor for death globally, with 10.4 million deaths annually attributed to this cause (3).
Sources: WHO.
Hypertension is a leading risk factor for cardiovascular disease, including coronary artery disease, heart failure,
chronic kidney disease, stroke, heart attack, dementia, peripheral vascular disease, fetal and maternal death
and premature death.
2.1 BP measurement
BP is created by the combination of the force from the heart as blood is pumped into circulation against arterial
walls, the blood volume and the elasticity of the muscular arteries. BP is an essential indicator of physiological
and functional status. It can be affected by changes in blood volume, the pumping efficiency of the heart and
peripheral vascular resistance (4). BP is highly variable, changing with each beat of the heart, and is affected
by the physical environment (e.g. temperature), stimulation such as noise, physical and mental activity,
exogenous substances (e.g. diet, drugs, alcohol) and disease. Most people have a daily twofold variation
between the lowest and the highest BP. To assess an individual’s usual BP when screening for hypertension,
the variables that cause rapid changes in BP must be standardized by controlling the environment and patient
factors before measurement to reduce variation and improve reproducibility.
A rapid, substantial, sustained increase in BP can directly damage blood vessels, although most damage
occurs over a long period through atherosclerosis, when even small increases in BP within the normal range
cause damage. The greater the increase in usual BP, the more cardiac and blood vessel damage and the
Critical components of BP assessment include use of an accurate device and an appropriate setting along
with proper preparation of the subject and consistent use of a recommended standardized measurement
technique. Accurate BP measurement is essential to identify hypertension and to guide treatment decisions,
including when to start medication and when to adjust the dose. Inaccurate BP measurement can result in
diagnostic errors and incorrect decision-making and risk assessment.
Selection of an accurate, validated BPMD is important for assessing BP as these devices will provide accurate
and reproducible measurements. Accurate BP measurements are essential to manage hypertension,
as imprecise measurement can significantly affect diagnosis and treatment. In one study, the diagnostic
classification of > 50% of people changed when their BP was measured with a standardized method rather
than a usual clinical method (5).
Several barriers to accurate BP measurement have been identified, particularly in LMICs. These include
poor access to inexpensive devices; difficulty in maintaining devices; challenges in ensuring a consistent
power source, including concern for damage to the environment from the batteries of electronic devices and
their cost for replacement; limited awareness of the problems associated with auscultatory BP devices and
the hazard of mercury; and lack of training of health workers (1). Practical issues are being raised in LMICs
regarding the choice of validated BP devices, ensuring appropriate use and education on the importance of
device validation and regular calibration and maintenance.
4 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
3
Non-invasive BPMDs with cuff
BP can be measured either invasively (directly) or noninvasively (indirectly). Screening, diagnosis and
treatment of hypertension are done solely with non-invasive devices, whereas invasive monitoring is used in
a hospital setting for cardiovascular monitoring to allow quicker assessment of both hyper- and hypotension.
Invasive methods should be used only in specialized health care settings. The present document refers only
to non-invasive or indirect methods, in which external pressure on the upper arm is used to assess BP. Fig. 2
illustrates the two main methods of BP measurement and their subcategories.
BP measuring device
The scope of this publication will only focus on semi-automated and automated non-invasive BPMDs with cuff.
For non-invasive BP measurement there is a vast range of medical devices that use different technology to
display the results. Each type has advantages and disadvantages, which makes them less or more suitable
for certain use and level of care. Table 1 lists the advantages and disadvantages of various devices.
Type Mercury sphygmomanometer Aneroid sphygmomanometer Semi-automated, cuff Automated, cuff Cuffless technique, mobile app.
Illustration
aneroid sphygmomanometer 01
semi-automated cuff 01
cuffless techniques, mobile apps 01
automated cuff 01 fully automated cuff 01
mercury sphygmomanometer 01
Recommend? No longer, because of toxicity of Not recommended because Only accuracy validated automated BPMDs are recommended for clinical use Not suitable or recommended
mercury requires frequent recalibration for clinical use because of
and observer training and lack of universal standards for
retraining validating the accuracy of BP
measurements
Reference on Annex 6. Technical specifications and use of manual non-invasive Chapter 3. Automated non-invasive BPMDs Chapter 5. Innovation and
publication BPMDs research
Brief Pressure cuff, hand pump, Pressure cuff, hand pump, Pressure cuff, hand pump Pressure cuff automatically Pressure cuff automatically E.g. tonometry, pulse transit
description mercury column, stethoscope aneroid (mechanical to inflate cuff, automated inflates and deflates to inflates and deflates to time, ultrasound or magnetic
transducer), stethoscope deflation and determination determine one BP determine multiple BP method, tissue characteristic
of BP after a predetermined methods, machine-learning
WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
period of rest and with a methods, heart rate variation
predetermined pause between and heartrate power spectrum
repeated measurements. All ratio, photoplethysmography,
measurements ± an average of heart rate and smartphone
measurements is displayed. technology
Method of BP Detection of Korotkoff sounds through a stethoscope for Two possible methods: Variable
estimation auscultation. Most common: Detection of arterial flow (oscillometry), in which pulses sensed through the cuff are
filtered, amplified, processed and applied to an algorithm to estimate systolic and diastolic BP.
Least common: Detection of Korotkoff sounds by the device with a pressure transducer (auscultatory),
which are then used to estimate BP
Table 1. Subcategories of non-invasive BPMDs and their advantages and disadvantages (continued)
Type Mercury sphygmomanometer Aneroid sphygmomanometer Semi-automated, cuff Automated, cuff Cuffless technique, mobile app.
Advantages • Often referred to as gold • Inexpensive and portable • Portable • Can measure during motion
standard or reference • Does not require electricity • Easy to use or continuously (beat-to-
• No need for calibration, • Fewer observer errors beat)
inexpensive, does not require • Minimal observer bias or terminal digit preference • Easy measurement without
electricity • Good for screening discomfort due to inflation,
• Home use no limb size limitations
• Saves time and clinical resources (e.g. obese patients)
• Less expertise and training required when used in the absence of a health care provider
• Calibration not required
Disadvantages • Risk of noise interference • Requires access to a continuous power source (electricity or battery) • Generally poor accuracy;
• Expertise and retraining required to avoid observer error • Requires validation by standard protocol (some are validated only for adults) more trials are needed
• Requires manual dexterity to ensure proper cuff deflation rate • Manufacturer variation due to proprietary algorithm for estimation • No current accuracy
• Risk of observer bias and terminal digit preference • Some are inaccurate validation standards;
• Requires excellent hearing and vision • Cost and longevity of device devices need to be tested to
• Integrity of cuff and tubing essential to maintain accuracy over time ensure accuracy.
• Must be replaced periodically because of mechanical failure
Mercury is an environmental • Requires regular calibration Requires manual inflation of Many are not suitable for patients with atrial fibrillation
hazard (at least every 6 months) cuff, which can lead to false
• A device can lose calibration measurements if cuff not fully
(become inaccurate) when it inflated
is jostled or bumped, leading
to false readings
• Often inaccurate in clinical
practice if no routine
accuracy testing
Not all the variety of external pressure cuffs that are available, such as wrist and finger devices, are suitable
for clinical use, because they have not been validated for accuracy. Other non-invasive methods for measuring
BP are beyond the scope of this document.
8 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
4
Automated non-invasive BPMDs
with cuff
This section presents the characteristics of electronic BP devices designed for use on the upper arm.
Automated and semi-automated oscillometric devices are easier for health care workers to use than manual
devices, and they avoid potential observer error due to variations in user technique and hearing acuity in
listening for Korotkoff sounds (10, 11) (see Glossary).
4.1 Description
Electronic BP devices are used to measure and display arterial BP by automated and semi-automated
inflation and deflation of a cuff applied to an extremity. The cuff is usually positioned on the upper arm for
even compression of the brachial artery, which is the standard location for BP measurement (12). In some
electronic devices, the cuff is placed over the radial artery on the wrist; however, these devices may give
inaccurate measurements, particularly if the arm is not kept at heart level during measurement and if the
radial artery is not evenly compressed (13). In addition, as systolic and diastolic pressure vary substantially
in different parts of the arterial tree, a radial BP measurement may not be equivalent to a brachial artery
measurement (14). Therefore, most guidelines do not recommend their use. Similarly, devices for measuring
BP in a digital artery are no longer recommended because their accuracy is critically affected by the position
of the limb and peripheral vasoconstriction (15).
Electronic devices can provide BP measurements on demand by the clinician (immediately after pushing
a button with automated devices) or after pre-set intervals without a clinician present (several minutes after
pushing a button with fully automated devices). One of the main benefits of automated devices is reduced
human error (15). Additionally, most such units display other physiological indicators, such as the pulse rate or
heart rate, adding to their clinical usefulness. Some automatic BPMDs have auditory and visual alarms that are
activated if a patient’s BP or pulse rate drops below or exceeds the limits established by the user or clinician.
Regulatory agencies, such as the Medicines and Healthcare Products Regulatory Agency in the United
Kingdom, recognize that some automated BP devices may not give reliable results for patients with heart
arrhythmia, pre-eclampsia or certain vascular diseases. It is therefore recommended that calibrated, non-
mercury devices that do not rely on oscillometry be available in all clinical areas (8).
Most automated, or electronic, devices on the market utilize the oscillometric technique for BP measurement.
With this technique, BP is estimated from oscillations detected during inflation or deflation of the BPMD’s
cuff using proprietary algorithms that vary among manufacturers. This technique does not include Korotkoff
sounds; instead, the cuff occludes an artery (typically the brachial artery) and acts as a transducer to detect
the small variations in intracuff pressures that occur with changes in heartbeat-induced pulse volume at
different cuff pressures. The maximal oscillation during cuff inflation or deflation corresponds to the mean
arterial pressure (MAP). This measured value (the MAP) is used to estimate systolic and diastolic BP with the
previously mentioned algorithms. In these devices, a microprocessor inflates and slowly deflates a cuff (16).
Fig. 4 contrasts manual BP measurement (with auscultation of Korotkoff sounds) to automated oscillometric
measurement from a mathematical oscillometric waveform envelope derived from proprietary algorithms.
Korotkoff
sounds
Auscultated
Auscultated diastolic BP
systolic BP
Oscillometric
waveform
Oscillometric
envelope
MAP
Calculated
diastolic BP
Calculated
systolic BP
120 100 80
10 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Ultrasonic techniques (Doppler ultrasound) are based on the Doppler phenomenon, which is variation in the
frequency of sound waves with the speed of the sound transmitter in relation to the sound receiver. These
devices depend on the shift in sound waves when they encounter red blood cells. When the ultrasound strikes
an immobile structure such as a compressed arterial wall, the ultrasound frequency is rejected unchanged. If
a moving structure (pulsating artery) is encountered, however, the frequency is altered up or down (Doppler
effect), and this is detectable as an audible alteration in sound (18).
Resolution WHA 67.20, adopted in 2014, calls for strengthening of regulatory systems for medical products.
The resolution states that “effective regulatory systems are an essential component of health system
strengthening and contribute to better health outcomes” (19). Every medical device must comply with complex
regulations and procedures, strict specifications and safe clinical performance. As BPMDs are considered
“life-critical”, they must be safe and effective for use in clinical practice (20).
“Standards” are defined generically as technical specifications adopted by a recognized standardization body
for repeated or continuous application. Application of standards is voluntary, but their wide use with respect
to medical devices ensures that the sector is uniform. For example, in the European Union, harmonized
standards are a specific set of standards that allow a presumption of conformity with the essential or general
requirements in European regulatory documents (directives and regulations) that foresee CE marking of
products. In this context, manufacturers are not obliged to use the harmonized standards, but, if they do,
they must comply with the requirement of being covered by that standard. In other counties, use of specific
standards may be required at a regulatory level (21).
A different but complementary definition of a standard in the medical device domain is that of the International
Organization for Standardization (ISO):
Medical device standards allow manufacturers, laboratories, biomedical engineers, technical personnel,
clinicians, patients and others to inspect and assess equipment and devices to ensure quality and usability (22).
Some institutions dedicated to regulation and standardization are: The International Electrotechnical
Commission (IEC), the ISO, the American National Standards Institute (ANSI), the Canadian Standards
Authority, the European Committee for Standardization and the European Committee for Electrotechnical
Standardization.
Medical devices must be manufactured within a robust quality management system that delineates a systematic
approach to ensure continuous quality. Such a system includes standard operating procedures, documentation,
design and manufacturing controls and third-party assessments. Maintenance of a quality management
system requires appropriate human resources and their management, infrastructure, timely and appropriate
procurement, stock management, maintenance and rigorous pre- and in-service training. Another crucial stage
of the life cycle of devices is following them up on the market, in real time and in real-life use. Post-market
surveillance is an obligation for manufacturers in order to investigate and act on any adverse event, product
failure or error. The most relevant sources of information for post-market surveillance are complaints made by
users. Manufacturers should analyse the cause and determine whether the risk–benefit ratio is maintained. If
malfunction or deterioration in the characteristics and/or performance of the device leads to or might have led
to death, such incidents must be reported by the manufacturer to the competent authorities in a “vigilance
reporting system”. Corrective actions in the field, such as recall or changes to the product (including labelling),
are notified by manufacturers in a field safety notice to the national regulatory agency or authority, which
should conduct its own market surveillance and oversee any investigation of incidents and complaints by
Several international reference standards are applicable to different stages of the life cycle of medical devices.
Non-exhaustive lists of applicable standards are given below (23). The standards may not be required in all
countries, or countries may define the equivalent standards.
Standards applicable to general quality systems for medical devices, and specific for non invasive BPMD:
• EN ISO 13485:2012, Medical devices – Quality management systems – Requirements for regulatory
purposes
• ISO 13485:2016, Medical devices – Quality management systems – Requirements for regulatory purposes
• EN ISO 14971:2012, Medical devices – Application of risk management to medical devices
• ISO 14155:2011, Clinical investigation of medical devices for human subjects – Good clinical practice
• ISO 14971:2007, Medical devices – Application of risk management to medical devices
• IEC 80601-2-30:2018 Medical electrical equipment – Part 2-30: Particular requirements for basic safety
and essential performance of automated non-invasive sphygmomanometers
• ISO 16142-1:2016, Medical devices – Recognized essential principles of safety and performance of
medical devices – Part 1: General essential principles and additional specific essential principles for all
non-IVD medical devices and guidance on the selection of standards
• ISO 81060-2; 2018 protocol, “single universal standard” replacing all other previous standards/protocols
4.4 Accuracy
The “pursuit of accuracy” for BPMDs has a long history. In 1918, Dr F.A. Faught made the despairing
statement that “the market is flooded with instruments of all descriptions for estimating BP, so that it is
important that the prospective purchaser should be able to separate the good from the bad.” Serious efforts to
distinguish the “good from the bad” to avoid inaccurate measurements began only in the 1980s, with work to
standardize validation of BPMDs (24). More than 100 years since Dr Faught’s statement, inaccurate, untested
BPMDs remain available. As the accuracy of these devices is fundamental to health care quality and safety
and scientific research, electronic devices should be validated both technically and clinically. Validation is
typically conducted by determining the mean difference in results between the device tested and a control
standard for a given number of tests. The control standard BP is typically obtained with a manual device by
two independent observers, who simultaneously determine the systolic and diastolic BP of each person with
a double-headed stethoscope. Accuracy validation testing should be conducted independently by institutions
that are certified or identified as capable by relevant regulatory entities and should be based on standard
validation protocols. Practical issues have been raised in LMICs with regards to phasing out mercury devices,
choosing appropriate BP devices, identifying inexpensive devices that have been validated, providing periodic
training for health care professionals and checking devices regularly for accuracy.
12 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Standardized protocols for validating the clinical accuracy of non-invasive BPMDs have been available since
1987, some of which were developed by standards bodies and others by professional organizations:
• Association for the Advancement of Medical Instrumentation (USA), 1987, 1992 and 2002
• British Hypertension Society, 1990, 1993
• German Hypertension League (Deutsche Hochdruckliga), 1999
• European Society of Hypertension, 2002, 2010
• ISO, 2009
• American National Standards Institute, Association for the Advancement of Medical Instrumentation and
International Organization for Standardization, 2009, 2013
• Association for the Advancement of Medical Instrumentation, European Society of Hypertension and
International Organization for Standardization, 2018
The protocols differ notably with a key difference being the number of individuals required for testing. In
2018, experts from the European Society of Hypertension, the Association for the Advancement of Medical
Instrumentation and ISO published an endorsement of the ISO 81060-2; 2018 protocol, calling it the “single
universal standard” and stating that it “will replace all other previous standards/protocols” (25). Table 2 shows
the key aspects of the universal validation protocol and main parameters published by the European Society
of Hypertension Working Group on Blood Pressure Monitoring, as well as the British Hypertension Society (26).
Annex 3 reproduces the consensus document.
Number of participants 85 85 33
Test cross-cuff range Requirement for testing each cuff No requirement for testing each cuff No requirement for testing each cuff
Pass criteria or value Mean overall difference ± 5 mm Proportion of BP measurements Proportion of BP measurements
Hg, standard deviation within (test reference) overall and among (test reference) overall and among
8 mm Hg patients within 5, 10 and 15 mm patients falling within 5, 10 and
Mean difference among patients Hg 15 mm Hg
based on mean difference in BP
and standard deviation
Additional specifications are outlined for special populations such as children and pregnant women as well
as for devices, such as ambulatory monitors and devices to be used during exercise stress testing.
Parameter Requirement
Efficacy measure Threshold for accepting accuracy of BP measurement at estimated probability of tolerable error (≤ 10 mm Hg) ≥ 85%
Cuff sizes Minimum number of participants per cuff size, depending on number of test device cuffs.
Requirement for arm circumference distribution according to range of use of test device.
Pass criteria Average difference in BP and standard deviation criteria 1 and 2 of universal method.
Absolute differences in BP ≤ 5, 10 and 15 mm Hg and scatterplots presented.
The most accurate electronic BPMDs with cuff are those that have undergone rigorous validation testing
and passed the new universal standard validation protocol and those that offer a variety of cuff sizes to
accommodate a range of mid-upper arm circumferences.
Certain websites provide information on validated non-invasive BPMDs, such as the STRIDE website (www.
stridebp.org), the British and Irish Hypertension Society (www.bihsoc.org/bp-monitos), and Hypertension
Canada (www.hypertension.ca/bpdevices). These sites are described in detail in Annex 5.
4.5 Calibration
Even accuracy validated automated BPMDs can lose accuracy over time with regular use, usually related to
the wear and tear of the cuff and tubing. Because of this, the accuracy of devices must be assessed regularly
for effective hypertension management. This can be done by visually inspecting the parts and comparing the
measurements obtained with the device against those obtained with a gold standard device and method. If the
cuff or tubing have lost integrity, or the results of the comparison differ by an unacceptable amount, the device
may need repair or replacement. Devices should be checked regularly in accordance with the manufacturer’s
user and maintenance manuals. Accuracy should usually be assessed by technical professionals at the
institution, the manufacturer (during warranty or in a service contract) or by an approved service centre at the
interval prescribed by the manufacturer or as established in the medical equipment management programme.
The frequency of accuracy-checks must be in accordance with the recommendation of the manufacturer, which
depends on the type of technology. The usual interval is once every 1 or 2 years. Nevertheless, experience
indicates that, if an electronic BPMD is used frequently every day in clinical practice, the integrity of the cuff
and tubing and the adequacy of the power source should be checked at least once a month (28) by users
or clinical engineers. A more technical check could be performed by an authorized laboratory (metrological
testing in order to guarantee accurate measurements by the national calibration or metrology centre in the
country), which will measure and calibrate the electronic device against a reference manometer, such as
14 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
an electronic sensor with a high accuracy of ± 0.1 mm Hg, and compared with a well-maintained mercury
sphygmomanometer with a rated accuracy of only ± 3 mm Hg.
It is important to remember that the accuracy of the device is just one of the factors necessary for an accurate
measurement (Fig. 5). The United Nations Development Programme (UNDP) GEF Global Healthcare
Waste Project provides guidance on maintaining and calibrating non-mercury clinical thermometers and
sphygmomanometers (29).
Accuracy of BP
measurement
Calibration of device
Training in BP
measurement
Observer bias
Patient
condition
Annex 4 provides further information on laboratory testing of auscultative sphygmomanometers, including aneroid
mechanical dial and face gauges, shock-resistant gearless gauges, digital auscultative sphygmomanometers
and automated or semi-automated electronic sphygmomanometers with an auscultative or calibration check
mode.
4.6 Maintenance
Preventive maintenance reduces the risks associated with operation of medical devices, decreases the time
during which a device cannot be used and contributes to improving diagnosis and therapy. The quality and
safety of medical devices are ensured not only by acquisition of validated devices but also with a periodic
preventive maintenance programme.
Most maintenance tasks are performed by technical clinical engineering personnel, although some easy,
routine or defined tasks may be completed by users. This saves time for technical personnel and gives the
user a sense of ownership (30).
The following is an example of a procedure for preventive maintenance of an electronic non-invasive BPMD (31).
The suggested interval for preventive maintenance is at least every 12 months, according to the manufacturer’s
recommendations or according to the internal plan for maintaining medical equipment. The protocol takes
approximately 0.5 h to complete. The following equipment is needed:
• analyzer (acceptance),
• pressure meter (0–500 mm Hg),
• stopwatch or watch with a second hand,
• limb simulator,
• inflation bulb, tubing and T-connector and
• non-invasive BP simulator (optional).
Tables 4 and 5 list the procedures for qualitative and quantitative tasks for “acceptance” and scheduled
inspections or both.
16 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
4.7 Accessories and consumables
An inventory of the parts required for maintenance must be available at health facilities to ensure that devices
can be used. Depending on the device, they may include: rubber tubing, hoses, connectors, various sizes of
single-use and reusable cuffs and rechargeable batteries.
Transducers and power are also important in LMIC. Some may have difficulty in accessing an ample
battery supply and the necessary maintenance. Electronic transducers can be inserted into semi-
automatic devices, in which cuff inflation is manual and energy is provided by solar charges to the
transducer itself (1). Electronic indicators or warning systems should be included to indicate whether
the power is adequate
WHO (32) asserts that “Procurement is a vital element of equitable access to health care”, which can be
defined as “the acquisition of property, plant and/or equipment, goods, works or services through purchase,
hire, lease, rental or exchange”. Procurement includes
all actions from planning and forecasting, identification of needs, sourcing and solicitation of
offers, evaluation of offers, review and award of contracts, contracting and all phases of contract
administration until delivery of the goods, the end of a contract, or the useful life of an asset.
Technical specifications, including the minimal requirements for ensuring the quality and safety of the devices,
must be defined during tender to ensure that managers and procurement personnel purchase appropriate
products. The specifications should always be aligned with the context. A request for supplementary information
can also aid decision-making, including:
• time from receipt of contract or purchase order to delivery;
• method of shipment;
• shipping route;
• international commercial terms: general terms and any special terms and/or conditions that will appear
on the contract and/or the purchase order;
• shipment and delivery costs, if applicable;
• weight and dimension of shipment;
• quotation valid until (a period or a specific date must be indicated);
• payment terms;
• evidence of ISO validation of the manufacturer and the safety and quality of the product;
• warranty for at least 2 years from the start of operation of the device;
• letter stating that the equipment will not be discontinued within the next 5 years;
• proof that the manufacturer has a qualified distributor in the country in which the device is sold;
• operation and service manuals in the language of the country acquiring the material;
• regulatory approvals and clearances (e.g. US FDA, CE or from local authority or another stringent
regulatory authority);
• proof of registration in the country of import; and
• certificate of free sale in the country of origin.
Once a tender is awarded, the following information is required to facilitate customs clearance, if applicable: :
• delivery date;
• copy of the certificate of origin;
• copy of the certificate of conformity with safety and quality standards;
• commercial invoice; and
• final transport documents (waybill).
At the time of publication, the current incoterms were those for 2010. The International Chamber of Commerce
has, however, started to draft incoterms for 2020. For further information on incoterm rules and guidance,
see https://iccwbo.org/resources-for-business/incoterms-rules/.
4.8.2 Nomenclature
The generic nomenclature of medical devices is used to identify them and related health products. It is used
at all levels: manufacturing, regulation, procurement and use in hospitals (i.e. for stock management and
post-market feedback). The benefits of the adoption of a global or universal nomenclature system are reflected
in terms of (33, 34):
• safety and risk: facilitating registration for market approval by regulatory authorities, supporting patient
and operator safety by tracking devices along their life cycle, technological surveillance;
• furthering universal health coverage: lists of medical devices with standard codes facilitate efficient,
reliable exchange of information;
• financial sustainability and access: by facilitating procurement, the supply chain, planning and budgeting,
logistics and customs and tax clearance;
• asset management: by improving the availability, inventory, maintenance, monitoring and evaluation of
medical devices; and
• improving aid, emergency assistance and donations: by standardizing delivery for emergency and
development programmes and donations.
18 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Table 6. Classification and nomenclature of automated BPMDs
Keywords (optional) Automatic electronic sphygmomanometers, non-invasive. Digital automatic non-invasive blood
pressure monitor
WHO Code It should be noted that in 2019, some Member States requested WHO to work on a standardized
international nomenclature so in future updates to this publication, a WHO nomenclature that will
be freely available, will be added to these technical specifications.
4.8.3 Donations
Donations of medical equipment can help bridge inequity between the global health care innovation community
and users in resource-limited settings. If poorly executed, however, donations can become a burden for
recipients and waste enormous amounts of money, human resources and time. Donations must be assessed
as part of standard procurement. The only difference is the initial financial transaction, with the cost borne
by the donor. Factors that ensure a successful donation include a partnership between the donor and the
recipient, understanding and appreciation of the recipient’s difficulties and an inventory to identify gaps in
priority medical equipment, so that procurement is not blind. Recipients can then better plan for:
• short- and longer-term integration of new equipment;
• requirements for infrastructure to support the donations;
• necessary accessories, spare parts and consumables;
• capacity-building programmes for users and clinical engineering staff; and
• tracking and monitoring of donations to identify issues in safety (post-market surveillance) and
quantification of the impact.
For more information, refer to WHO’s Medical device donations: considerations for solicitation and provision (35).
Additional potential hazards: The batteries for electronic devices may be a hazard.
The main risks are acid leakage, fire and explosion. Health workers should be
trained in managing rechargeable batteries, corrective action when acid is in
contact with a person’s skin or eyes and fire prevention.
Some devices can transfer recorded information to another device (i.e. mobile phone, electronic medical
record). Providers should provide the technical specifications for this kind of link.
List of validated devices: As indicated above, some agencies publish lists of validated devices on their websites.
Such lists can be useful for patients and physicians by providing comprehensive, unbiased bases for selecting
a BPMD. Annex 5 details some of these online resources.
It is recommended that countries work with certified bodies, regulatory agencies, professional societies and
institutes to draw up a national list of validated BPMDs.
4.9 Decontamination
Health care-associated infections are common, and they not only have a significant impact on morbidity and
mortality but also present an economic burden to health care facilities and countries. Within larger programmes
for infection prevention and control, decontamination of instruments and medical devices are critical to prevent
health care-associated infections.
A manual entitled Decontamination and Reprocessing of Medical Devices for Health-Care Facilities (36) outlines
the decontamination life cycle, which includes cleaning, disinfection and sterilization. It describes specific
methods for decontaminating and reprocessing medical devices. The manufacturer’s instructions should also
be considered.
Cleaning is the first step in reprocessing a device after use, involving removal of visible organic and inorganic
material from objects and surfaces manually or mechanically, usually with water and detergents, enzymatic
products or chlorine-diluted solutions. BPMDs should be cleaned according to the clinical practice, for
example after each patient or daily. Reusable cuffs should be cleaned and disinfected, as they are a potential
source of infection. The manufacturer’s protocols for cleaning and disinfecting should be followed, as they
may account for the characteristics of the cuff material. The substance to be used to clean the cuffs might
be mild enzymatic detergent, distilled water, cool water, mild soap, detergent–disinfectant, ethanol, soap,
warm water or bleach, and the instructions will clarify whether the equipment should be brushed, sterilized,
machine-washed (with the cycle), machine-dried or dried in air.
Over the past decade, single-patient cuffs have become more common, as they prevent nosocomial infections.
The cost–effectiveness of such cuffs with regards to the incidence and cost of health care-associated infections
should be evaluated, as well as the environmental impact.
20 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
4.10 Decommissioning
Decommissioning is usually understood as “retirement” of equipment from active service. In health care,
equipment is not only withdrawn from service but must be properly decontaminated and rendered both
unusable and safe for the environment. The manufacturer is responsible for providing details of disposal,
including environmental concerns and recycling or structural requirements. The owner or the responsible
health authority is obliged to understand and follow the decommissioning procedures.
Common reasons for decommissioning a medical device are that it is unserviceable, obsolescent, unsafe,
costly to use and repair, superfluous, inoperable or that a replacement has been scheduled.
For decommissioning, the device must be properly identified, with authorization for disposition and sanitized.
All patient health information and software must be deleted such that it is forensically unrecoverable.
Additional information on decommissioning medical devices, including the conditions to reuse or discard a
medical device, is presented in WHO’s 2019 guidance on decommissioning medical devices, as part of the
WHO Medical Device Technical Series (37).
The technical specifications for procurement of electronic BPMDs with cuff are listed below.
22 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
TECHNICAL SPECIFICATIONS OF AUTOMATED NON-INVASIVE BP MEASURING DEVICES WITH CUFF
(Including information on the following where relevant or appropriate)
20 User adjustable settings Inflation pressure should be adjustable or automatically set according to a previous or current pressure
reading or individual requirements. Time between automatic BP measurement cycles should be
selectable from at least five values over a range of 1 to 60 min. Set alarm volume and limits within the
specified measurement ranges.
Physical and chemical characteristics
21 Components (if relevant) Rubber tubes to be detachable from other parts, allowing periodic cutting of decayed ends. Gauge body
to include clip for mounting on cuff. Tube length to be > 30 cm. Different cuff sizes available (small
or neonate, medium or paediatric, large or adult and extra-large or large adult). Cuff material to be
removable and washable.
22 Mobility, portability (if Wall, portable, table-top, mobile stand
relevant)
23 Raw materials (if relevant) Not applicable
Utility requirements
24 Electricity, water and/or gas AC: 120/240, 50/60 Hz
(if relevant) DC: Rechargeable battery (for at least 1 h of operation, single-use or rechargeable)
Accessories, consumables, spare parts, other components
25 Accessories (if relevant) Mobile stand
26 Sterilization process for Not applicable
accessories (if relevant)
27 Consumables and reagents Single-use cuffs in the following sizes: neonatal (10–15 cm), paediatric (14–22 cm), adult (25–36 cm),
(if relevant) large adult (34–43 cm), thigh (40–55 cm). The sizes of the cuffs depend on the manufacturer but
should not deviate by ± 5 cm from the stated sizes.
Batteries
28 Spare parts (if relevant) Rubber tube (length > 30 cm), reusable cuffs in the following sizes: neonatal (10–15 cm), paediatric
(14–22 cm), adult (25–36 cm), large adult (34–43 cm), thigh (40–55 cm). The sizes of the cuffs
depend on the manufacturer but should not deviate by ± 5 cm from the stated sizes.
Tubing, valve
29 Other components (if Protective case
relevant)
Packaging
30 Sterility status on delivery Single-use cuffs must be delivered sterile.
(if relevant)
31 Shelf life (if relevant) Minimum shelf life for single-use cuffs must be 1 year from the date of reception.
32 Transport and storage (if Storage environment humidity: 10–95% relative humidity. Storage environment
relevant) temperature: –20 to 60 °C
33 Labelling (if relevant) With the proper certification and validation requested, plus those required in each country
Environmental requirements
34 Depend on context Handling environment temperature: –20 to 60 °C
Installation
35 Pre-installation Not applicable
requirements (if relevant)
36 Requirements for Battery, uninterruptable power source, appropriate cuffs
commissioning (if relevant)
37 Training of users (if All users (physicians nurses, other medical staff) shall have initial training in operation.
relevant) Biomedical or clinical engineer or technician, medical staff, manufacturer or servicer shall have initial
training in operation and basic maintenance by manufacturer, and subsequently if necessary.
38 User care (if relevant) Clean surface of device and wash reusable cuffs as stated by manufacturer.
Warranty and maintenance
39 Warranty 2 years
40 Maintenance tasks Cables and lead wires should be inspected periodically for breaks and cracks.
41 Type of service contract Not applicable
42 Availability of spare parts 5 years after discontinuation by factory
after warranty
24 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
5
Measuring BP
When BP is measured in a clinic or at home, the environment should be standardized, and a quiet, relaxed,
comfortable setting ensured, with the person seated quietly with their arm outstretched and supported. Stimuli
in the area such as a television, use of a telephone or smartphone, a radio or loud conversations or noises
should be avoided. The room temperature should, if possible, be neither hot nor cold (Fig. 6).
Fig. 6. Instructions and recommendations for optimizing observer accuracy in clinical BP measurement
5. Measuring BP 25
The following are specific instructions for proper electronic BP measurement (1, 38, 39).
Ask the patient to empty their bladder and to abstain from caffeine, nicotine and
exercise for 30 minutes before the BP measurement.
Ask the patient to relax and to sit on a chair with their feet on the floor, legs
uncrossed, back supported, ideally for at least 5 minutes.
Neither the patient nor the observer should talk, read or use electronic devices
during the rest period or during the assessment.
Identify the appropriate size of cuff for the patient’s mid-upper arm circumference.
Many manufacturers mark cuffs to indicate proper fitting. A proper cuff should have:
– a bladder length 75–100% of the upper mid-arm circumference and
– a bladder width of 37–50% of the upper mid-arm circumference.
Position the cuff on the patient’s bare upper arm (a light sleeve is acceptable) and
centre it over the brachial artery (the centre is marked on most cuffs). The cuff
should fit snugly on the arm, allowing no more than two fingers to fit between the
distal part of the cuff and the skin. The distal part of the cuff should be positioned
1–2 cm above the cubital fossa.
Support the patient’s arm (i.e. resting on a desk with a pillow or book to adjust arm
height) so that the middle of the cuff is at heart level. The cuff should not be higher
or lower than heart level.
At the first visit, measure BP in both arms. If one arm has a consistently higher reading, use that arm
for subsequent readings. If the difference between the two arms is >20 mm Hg for systolic pressure
or >10 mm Hg for diastolic pressure on consecutive readings, the subject should be referred to a
cardiovascular centre for further evaluation in order to exclude arterial disease.
Take two or more readings in a seated position to assess usual BP for screening, diagnosis and treatment
decisions. Assess standing BP to determine postural hypotension in people with newly diagnosed
hypertension, those taking drugs and those who have symptoms of postural hypotension.
26 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Step 4: Properly record accurate BP readings
Electronic BPMDs automatically display the BP value.
Note the most recent time any BP medication was taken before measurements, the subject’s position
(sitting, lying or standing), the arm (left or right), the cuff size and the attitude of the subject (e.g. anxious,
relaxed).
Some patients will have high BP readings when they are obtained in a health care setting but normal readings
elsewhere (“white-coat hypertension”). Therefore, BP should be monitored at home to confirm a diagnosis.
People with “white-coat hypertension” may have other cardiovascular risks, which should be monitored.
In a clinical setting, health care professionals who take BP measurements must have adequate initial training
and periodic review of their performance (40). In LMIC with poor access to biomedical engineering services,
the following steps are suggested:
• Equip the clinic with independently validated upper-arm automated (electronic) BPMD(s) for routine use.
• Keep a limited number of auscultatory sphygmomanometers for confirmation of elevated readings, for
device accuracy-checks or as alternatives for clinical conditions in which oscillometry is inappropriate
(certain arrhythmias and in situations of technical failure of automatic devices). At least one health staff
member should be trained in manual BP assessment.
• Consider use of semi-automatic devices (battery-powered with manual hand-bulb cuff inflation system)
where battery supply and availability of electricity are limited.
Home users should also be aware of the need for an accuracy validated BPMD and should know where and
how to maintain the device and how to check the accuracy of their device. They should consider taking their
BP monitor to a health care provider to ensure that it has been validated and learn the steps needed for making
an accurate measurement (i.e. the same general procedure of emptying the bladder, resting, properly using
an appropriately size of cuff, etc.). They should record their BP, the time of day when the measurement was
obtained and the timing of any medication, to be reviewed by their health care provider. In general, at least
3 days of measuring BP twice in the morning and twice in the evening are required to obtain an accurate
assessment of usual BP.
Phone applications and wearable devices, such as fitness trackers, state that they have the capability to
measure BP, at home and elsewhere. These technologies are not considered to be medical devices and
therefore are not validated by regulatory bodies. These devices are not currently recommended for clinical
care or decision-making.
5. Measuring BP 27
5.3 Sources of error
For an accurate BP measurement, health care personnel must understand the factors that can affect accuracy,
contribute to variation among measurements and reduce misinterpretation of small, probably erroneous or
misleading changes. Table 7 indicates the effect of some factors on BP measurements.
There are thus several potential sources of error with non-invasive BPMDs, which are associated with observer
accuracy (device independent) and device accuracy (device dependent).
The requirements for accuracy that are independent of the device used, as described in section 4.2, include
preparing the patient, ensuring the correct posture and using an appropriately sized cuff. An undersized cuff
tends to result in an overestimate of BP, while an oversized cuff may result in an underestimate of BP (1, 8).
Wide-range, “one-size-fits-all” cuffs that may encompass a 22–42-cm arm may be practical in a very busy
clinic, but the accuracy might be lower at either end of the cuff range (43).
Observer-dependent sources of error include systematic error related to lack of concentration, poor patient
preparation, incorrect cuff selection and placement, and suboptimal recording of obtained BP values. As an
example, “terminal digit preference”, an observer rounds off pressure readings to a preferred digit, which is
usually zero. Doctors may have a 12-fold bias in favour of the terminal digit zero (44). This is pertinent for all
devices but may play a greater role in manual measurements. Another source of observer error is prejudice
or bias, whereby the observer simply adjusts the pressure to meet his or her preconceived notion of what
it should be. This usually occurs when an excess of pressures below the cut-off point for hypertension has
been recorded, and it reflects the observer’s reluctance to diagnose hypertension. This is most likely to occur
when an arbitrary division between normal and high BP is applied, such as 140 and 90 mm Hg. An observer
might tend to record a favourable measurement in a young healthy man with a borderline increase in pressure
but categorize an obese, middle-aged man with a similar reading as hypertensive. Observer bias might also
be present in over-reading BP to facilitate recruitment for a research project, such as a drug trial. Observer
prejudice is a serious source of inaccuracy, as the error cannot usually be demonstrated.
Device-dependent sources of error can be removed by ensuring the requirements for accuracy, which include
intact, functioning mechanical and electrical components. Cuffs and tubing should be intact and without leaks.
Regular inspection of all devices and accuracy-checks of aneroid devices are essential parts of a preventive
maintenance program.
28 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
5.4 Importance of training personnel
To assess BP accurately and reproducibly, a suitable environment, standardized patient preparation, and use
of a standardized measurement technique are essential. Many studies show that BP is rarely assessed properly
in clinical practice, resulting in measurement errors and/or confusion about the diagnosis, with downstream
impacts on medication initiation and titration; and BP control that could affect hundreds of millions of people.
Some health facilities have therefore established standardized BP measurement training programmes, some
with certification requirements. Some use unobserved clinical audit to limit inaccuracies in BP measurement.
Despite the clinical importance of accurate BP measurement, few health facilities require training.
Technical training of staff who measure BP is much easier when automated electronic BPMDs are used.
Manual devices require the same training as automated ones plus they require additional skill of auscultation,
which requires excellent vision and hearing and specialized equipment (a stethoscope). Automated devices
are therefore preferred for use in routine clinical practice.
Staff who are appropriately trained and certified in measuring BP with an accuracy validated
automated BPMD will improve the diagnosis and treatment of hundreds of millions of people with
hypertension. Optimization of hypertension management will reduce death and disability from
cardiovascular disease.
A comprehensive programme for training and certification in use of medical devices can ensure that the
personnel of educational programmes and health care institutions are fully committed to safe and effective
use of devices. WHO encourages authorities at all levels of health care to commit to creating and implementing
training programmes in BP assessment. Training should be provided at the time of engagement of staff, with
periodic training and certification, depending on the context, provided as part of a periodic training programme
organized by technical staff, the head of service or the head nurse. Clinical competence should be reviewed
at specific intervals.
The purpose of a training programme is to guarantee that staff and observers learn the following:
• Devices should be used in suitable locations in the facility to minimize the influence of environmental
factors on patients’ BP measurement (e.g. temperature, noise);
• Patients should be prepared for BP readings mentally and physically, by reducing stress, emptying their bowel
or bladder, avoiding consumption of tobacco, caffeine or physical exercise close to the appointment time;
• The standardized procedure for accurate BP measurement (detailed in section 4.1)
• How to properly maintain the BPMD, including the understanding of:
– accurate recording of readings in a clinical file and identification of readings that should be repeated;
– the purpose and use of all components of the equipment (e.g. display, controls, indicators, alarms,
accessories such as tubing and cuff, controls);
– how to clean the device, including decontamination procedures;
– how often the device must be calibrated (manual devices) or checked for accuracy and by whom
– when devices should be replaced or repaired;
• How to report device-related adverse incidents;
• When alternative methods of assessing BP (e.g. manual auscultation with an aneroid device) should be
used and how to access them; and
• Risks associated with misuse.
Medical devices are sometimes used improperly or not used to their full capacity because of a lack of training.
Therefore, local governments should ensure that all staff members receive regular training. Periodic training
in maintenance, accuracy-checks and replacement of devices could be provided through a centralized
programme or in programmed visits to various locations.
The accuracy of a BP device is the key to obtaining a clinically valuable measurement. It has two
components:
• device accuracy (requiring validation) and
• observer accuracy (measurement technique).
5. Measuring BP 29
6
Innovation and research
Previous sections described non-invasive (indirect) electronic BPMDs in which external pressure is applied
to the upper arm (in blue on the diagram below). There are, however, many more devices for estimating BP
(purple). At the time of publication, there was inadequate evidence on the accuracy of these devices; they
may be considered in future revisions. The various methods for measuring BP can be categorized according
to their invasiveness and may be further classified according to the method used to estimate BP (Fig. 7).
Method
Oscillometric
Machine-learning
methods*
Photoplethysmography***
30 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Various innovations have been introduced for BP measurement, such
as novel BP estimation sensors, mobile apps and wearable devices
(49, 50). New developments include central aortic BP measurement,
ultra-thin microchip sensors, advanced mathematical methods
of signal analysis based on artificial neural networks and cuffless
systems for estimating BP (Fig. 8). Cuffless devices require only
one sensor for photoplethysmogram, and the algorithm ensures
comfortable, continuous, flexible measurement of BP in various
settings (48).
According to the validation guideline of the Institute of Electrical and Electronics Engineers (IEEE 1708-
2014), the device shows a comparable BP to that measured simultaneously by auscultatory and electronic
oscillometric techniques. The device has not yet met the requirement for pre-calibration with a conventional
BPMD, which limits its routine use.
The accuracy, reproducibility and reliability of such new systems have not yet been established. An effective
regulatory system must be in place to ensure independent validation of the accuracy of BPMDs.
Mobile phone apps to measure BP are still at an early stage of research and development. They are not
regulated, and there is no established validation protocol to determine accuracy. Potential inaccuracy is a
major constraint for clinical use. Development has also been constrained by the requirement that accessory
devices or integrated hardware be built into a device.
Mobile phone apps (Fig.9) with features to track medical data, enhance medical adherence, link BP data to
broader electronic medical records and clinical decisions, however, present promising opportunities which
may improve the diagnosis and treatment of hypertension. The way in which new, non-validated devices
are flooding the markets is underestimated, and their potential inaccuracy contributes to failures in clinical
decisions on hypertension treatment.
Although strict validation standards are set for evaluating manual and electronic (automated and
semi-automated) BPMDs, there is no universal standard for assessing the accuracy of BP estimates
from mobile apps. Therefore, these devices are not suitable for clinical use.
32 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
7
Conclusions
Hypertension is a global health challenge that must be tackled on many fronts. As it is the largest modifiable
risk factor for cardiovascular disease, appropriate devices to screen for hypertension and measure BP are
important to ensure that hypertension is accurately diagnosed and treated. Devices validated for accuracy
by international protocols are essential, and non-validated devices must not be marketed or purchased. As
hypertension is more prevalent in LMICs, these countries must make procurement of accurate BPMDs a
priority to combat the growing public health crisis of hypertension. Validated devices with upper arm cuffs
should be available in all settings. Regulatory agencies must have the capacity to ensure that devices intended
for measuring BP are appropriately and rigorously tested and validated and properly labelled, in accordance
with international standards, before they are commercialized.
BPMD technology should be spread globally, with broad, regular training and re-training of providers to
accurately measure BP. Providing standardized BP measurement certification with ongoing assessments
and re-training to ensure competence will result in accurate BP readings, appropriate diagnosis and better
management of hypertension. As manual BPMD are being phased out because of environmental concerns,
need for frequent calibration to maintain accuracy, and the increased risk for observer error and inaccurate
BP measurements with aneroid, use of validated automatic devices is preferred and recommended, as they
may produce more accurate and consistent measurements on a global scale. Even with automatic BPMD, the
importance of trained health care professionals and standardized methods to diagnose and treat hypertension
must be emphasized.
In view of the growing number of innovations and devices, this document provides evidence for the accuracy
and use of aneroid, semi-automatic and automatic BPMDs. As new technology becomes available, its
implications, impact and viability in the global clinical setting must be assessed. More appropriately trained
health care professionals as well as validated and affordable BPMDs could reduce the risks for disability and
mortality for hundreds of millions of people living with hypertension. WHO invites everyone to engage in the
battle against hypertension by increasing screening, treatment and access throughout the world.
Key messages
In order to increase access to accurate BP measurement and monitoring, the experts and WHO secretariat
who participated in the meeting in June 2019 (Annex 2) proposed the following messages.
1. Member States are encouraged to strengthen their regulatory capacity to ensure that only certified
accurate, validated BPMD are marketed and to identify institutions in which independent validation can
be conducted.
a. Member States should enforce quality assurance by mandating manufacturers to clearly state on
packaging whether their BPMD has passed validation testing for accuracy.
b. Non-validated BPMDs should not be marketed, purchased or used for clinical diagnosis.
7. Conclusions 33
2. Appropriate resources should be maintained for use of manual auscultatory BPMD only for special clinical
or testing purposes.
3. Governments, health and scientific communities and BPMD manufacturers should ensure the availability
of affordable accurate, validated automatic BPMDs in low-resource settings with or without a reliable
electricity supply.
5. Important to have trained professionals (clinical engineering and other technical professionals) to
appropriately select, validate and maintain BPMDs.
Manufacturers
1. Electronic BPMD (automated and semi-automated) should undergo independent validation testing with
a rigorous international protocol (e.g. ISO 81060-2; 2018). Compliance with this should be indicated on
the label.
2. Manufacturers should specify the range of arm circumferences for which the device or cuff size is intended
and clearly mark the cuffs for the arms for which they are intended to be used.
1. Validated automatic BPMDs with appropriately sized upper-arm cuffs should be used in routine clinical
and community screening.
2. Certification courses and annual training and re-training of health care professionals should be required
to ensure accurate BP measurement. Training should include patient preparation, cuff selection and BP
measurement technique. In order to minimize additional training for manual BP measurements, preferably
automated non-invasive BPMDs should be used.
3. Health care facilities in which manual BPMDs containing mercury cannot yet be replaced by validated
electronic BPMDs should inform their communities about the hazards of mercury and develop procedures
for safe operation of the devices, search for ways to replace them for non-mercury ones, preferably
automated, and do proper decommissioning.
34 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
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Annex 1
Phasing out mercury
The WHO document, Decommissioning Medical Devices (1), part of the WHO Medical Device Technical Series,
includes devices containing mercury. Mercury evaporates readily into the atmosphere, which can result in
breathing air containing elemental mercury vapours, which can have harmful effects on the nervous, digestive
and immune systems and the lungs and kidneys. In the environment, mercury can be transformed by bacteria
into methylmercury, which is toxic to the nervous system and developing foetuses. People are exposed to
methylmercury by eating contaminated fish and shellfish. Mercury waste is therefore a global concern (2).
The Sixty-Seventh World Health Assembly adopted resolution WHA67.11 for the protection of public health
from exposure to mercury and mercury compounds by implementation of the Minamata Convention on
Mercury (3). The resolution encouraged Member States to
address the health aspects of exposure to mercury and mercury compounds in the context of
their health sector uses, and also the other negative health impacts that should be prevented or
treated, by ensuring the sound management of mercury and mercury compounds throughout
their life cycle.
The Convention established 2020 as the date for phasing out the manufacture, export or import of mercury-
containing thermometers and sphygmomanometers, with possible exemptions up to 2030. An open-ended
exemption was also granted to products for research, calibration of instruments and use as a reference
standard. Further information is available in the WHO guidelines on phasing out mercury-containing
thermometers and sphygmomanometers in health care (4).
Discarded medical devices are a source of mercury in the atmosphere. The devices include sphygmomanometers,
thermometers, dental amalgams and batteries. Care must be taken in handling devices that contain elemental
mercury, from collecting and storing to transporting the devices and their disposal. Any mercury spill from
broken devices should be removed immediately with proper procedures to avoid inhalation. Kits and guidelines
for cleaning up spills of mercury in a proper, safe way are widely available, and responsible users and personnel
should be trained in disposal. Mercury devices must not be placed in biohazard medical waste containers or
sharps containers but should be collected for hazardous waste disposal or for designated recycling. An area
for mercury waste should be determined in a health care facility before the waste is collected for disposal.
Mercury waste must be sent to authorized facilities or to the suppliers, if applicable. An alternative is to send
it to a disposal or storage site designated for hazardous industrial waste. For more information, see the WHO
guidelines on safe management of wastes from health-care activities (5).
European Union regulation 2017/852, Article 5 (6), states that “the export, import and manufacturing
in the Union of the mercury-added products (…) shall be prohibited. This prohibition is applicable to
sphygmomanometers from 31st of December 2020 on.”
38 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
References
Norm Campbell, Professor of Medicine, Community Health Science, University of Calgary, Canada
e-mail: [email protected]
Margaret Farrell, Senior Program Officer, Resolve to Save Lives, an initiative of Vital Strategies, New York City (NY), USA
e-mail: [email protected]
Marc Jaffe, Guideline Director, Kaiser Permanente Northern California Region, San Francisco (CA), USA
e-mail: [email protected]
Oommen John, Senior Research Fellow, The George Institute for Global Health, University of New South Wales, New Delhi, India
e-mail: [email protected]
Laura Patricia Lopez Meneses, Consultant Biomedical Engineer, Mexico City, Mexico
e-mail: [email protected]
Mohammad Ameel, WHO Collaborating Centre for Priority Medical Devices and Health Technology Policy, National Health Systems Resource
Centre, Ministry of Health and Family Welfare, India
e-mail: [email protected]
Aletta E Schutte, Professor, North-West University, South African Medical Research Council, Potchefstroom (South Africa); University of New
South Wales; The George Institute for Global Health, Sydney (Australia); International Society of Hypertension
e-mail: [email protected]
Laura Alejandra Velez, Consultant on Medical Devices, Operations Support and Logistics, Emergency Operations Department, WHO, Geneva,
Switzerland
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WHO Secretariat
Alarcos Cieza, Coordinator, Department of Noncommunicable Disease
Adriana Velazquez Berumen, Senior Adviser on Medical Devices, Essential Medicines and Health Products
e-mail: [email protected]
40 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Annex 3
Universal standard for the
validation of blood pressure
measuring devices
A Universal Standard for Validation of Blood Pressure Measuring Devices was developed by: The Association
for the Advancement of Medical Instrumentation/European Society of Hypertension/International Organization
for Standardization (AAMI/ESH/ISO) in 2018.
Scope
This document specifies the requirements and methods for the clinical investigation of me equipment used
for the intermittent non-invasive automated estimation of the arterial blood pressure by utilizing a cuff.
This document is applicable to all sphygmomanometers that sense or display pulsations, flow or sounds for
the estimation, display or recording of blood pressure. These sphygmomanometers need not have automatic
cuff inflation.
This document covers sphygmomanometers intended for use in all patient populations (e.g. all age and weight
ranges), and all conditions of use (e.g. ambulatory blood pressure monitoring, stress testing blood pressure
monitoring and blood pressure monitors for the home healthcare environment for self-measurement as well
as use in a professional healthcare facility).
Annex 3. Universal standard for the validation of blood pressure measuring devices 41
The AAMI, ESH, and ISO experts agreed to develop a single universally acceptable standard (AAMI/ESH/ISO),
which will replace all previous protocols. This major international initiative has been undertaken to best serve
the needs of patients with hypertension, a public interested in cardiovascular health, practicing physicians,
scientific researchers, regulatory bodies, and manufacturers. There is an urgent need to influence regulatory
authorities throughout the world to make it mandatory for all BP measuring devices to have undergone
independent validation before approval for marketing. Efforts need to be intensified to improve the accuracy
of BP measuring devices, further optimize the validation procedure, and ensure that objective and unbiased
validation data become available.
References
A Universal Standard for Validation of Blood Pressure Measuring Devices, Association for the Advancement
of Medical Instrumentation/European Society of Hypertension/International Organization for Standardization
(AAMI/ESH/ISO) Collaboration Statement. https://www.ncbi.nlm.nih.gov/pubmed/29386350.
Validation protocols for blood pressure measuring devices in the 21st century. George S. Stergiou MD, PhD,
FRCP, Bruce S. Alpert MD, Stephan Mieke PhD, Jiguang Wang MD, PhD, Eoin O’Brien MD, DSc, FRCP. First
published:13 July 2018 https://doi.org/10.1111/jch.13294.
https://www.iso.org/obp/ui/#iso:std:iso:81060:-2:ed-3:v1:en
42 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Annex 4
Procedures for laboratory and
accuracy testing
Calibrating aneroid mechanical gauge sphygmomanometers
Accurate measurement is essential for managing hypertension, as imprecise measurements might significantly
affect diagnosis and treatment. Aneroid sphygmomanometers (manual BPMD) are still used in health care
institutions, and, in view of their sensitivity to mechanical shocks, they must be tested regularly for accuracy
to determine whether they should be calibrated. This section describes the procedure in detail.
Aneroid sphygmomanometers may be portable, wall-mounted or mobile-mounted. Fig. A4.1 shows two
common aneroid sphygmomanometers.
Cuff
Tubing
Cuff
Valve
Tubing
Inflation
bulb
Valve
Inflation
bulb
The devices required to test the accuracy of an aneroid pressure gauge are a reference manometer, preferably
electronic, which is traceable to a national standard; one or two “Y” or “T” connectors, with tubing and Luer
fittings; and an inflation bulb with a valve or an adjustable manual syringe pump. Some tests recommend use
of a cuff placed around a cylinder or adding a 500-mL vessel, such as a metal container, so that the tester
can increase the pressure gradually and avoid suddenly exceeding the maximum gauge pressure.
Some tests suggest use of a mercury sphygmomanometer as the reference manometer, but, as explained
above, these devices may not be available. A well-maintained mercury sphygmomanometer has a rated
accuracy of ± 3 mm Hg, whereas the accuracy of typical reference electronic manometers is ± 0.1–1 mm
Hg traceable to a national standard. Reference electronic manometers with high accuracy and an operating
Y (or T) connector
Inflation Inflation
bulb bulb
Reference electronic
manometer
Fig. A4.2. Examples of equipment for accuracy tests for aneroid sphygmomanometer gauges
range of at least 0–300 mm Hg are commercially available. Fig. A4.2 shows examples of various accuracy
test set-ups for aneroid sphygmomanometer gauges.
1. Connect the pressure gauge to be tested to the reference manometer with plastic Y or T connectors
and plastic or rubber tubing to an inflation bulb or adjustable syringe pump. Addition of a 500-mL hard
plastic or metal container or use of the cuff wrapped around a rigid cylinder (about 10 cm in diameter) is
recommended if an adjustable manual syringe pump is not used.
2. Make sure the pointer is at 0 when no pressure is applied before beginning the test. Adjust the pointer if
necessary.
3. Using the inflation bulb or syringe pump, pressurize the gauge to about 280 mm Hg, and close the valve.
Observe whether the pressure is stable. If not, check the set-up for air leaks.
4. If the pressure is stable, increase the pressure to slightly above 300 mm Hg, and release the pressure no
faster than 10 mm Hg per second.
5. Stop the pressure release at least every 50 mm Hg. Record both the reading on the gauge being tested
and the reference manometer reading. For example, readings can be taken at 300, 250, 200, 160, 120,
44 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
100, 80, 60, 40 and 0 mm Hg. At a minimum, take readings at 300, 250, 200, 150, 100, 60 and 0 mm
Hg. Ensure that the pointer returns to the 0 mark.
6. Compare the gauge readings with the correct value indicated by the reference manometer. If the gauge is
accurate to within ± 3 mm Hg, the aneroid sphygmomanometer is of the required accuracy and acceptable
for clinical use.
7. If one or more of the readings exceeds ± 3 mm Hg, determine whether the error is linear or nonlinear.
An error is linear when the readings are consistently above or below the correct reading; an error is non-
linear when the readings deviate by different amounts. Examples are given in Table A1.1. It is important
to determine whether the error is linear or non-linear, as the method used to re-calibrate the instrument
depends on the type of error.
8. Follow the manufacturer’s instructions to re-calibrate the instrument. Examples of typical re-calibration
procedures for aneroid gauge dials are given below.
Example 1: Remove the retaining ring and glass from the gauge. Carefully remove the needle and dial face
to reveal the bellows. Locate the concave triangle with a pin at its centre. To correct a linear error, move the
pin towards the sides of the triangle, right or left. To correct a non-linear error, move the pin linearly within
the triangle, up or down, with very small adjustments. Replace the dial face, needle, glass and retaining ring.
Repeat the test to determine whether the accuracy is within ± 3 mm Hg as compared with the reference
manometer. Repeat the adjustments until the required accuracy is achieved.
Example 2: Remove the glass, pointer and dial until you see the triangle with concave sides, on one side of
which is a pin. To correct a linear error, bend the pin very slightly along the line of the triangle side. To correct
a non-linear error, bend the pin very slightly away or towards the triangle. Replace the dial face, needle and
glass. Repeat the test above to determine whether the accuracy is within ± 3 mm Hg as compared with the
reference manometer. Repeat the adjustments until the required accuracy is achieved.
Example 3: Unscrew the bezel and remove the crystal, pointer and dial. Place a test dial and test pointer
on the pinion and connect the gauge to the test set-up. Apply 320 mm Hg pressure to the gauge, and then
release the pressure to 300 mm Hg. Place the calibration tool supplied by the manufacturer into the radius
plate slot. If the reading is < 300 mm Hg, rotate the tool counter-clockwise until the gauge reaches 300. If the
reading is > 300 mm Hg, rotate the tool clockwise until the gauge reaches 300 mm Hg. Release the pressure,
and test for the 0 point. Rotate the dial if the pointer is off the 0 mark. Repeat the test at 300 mm Hg until
the range is set. Replace the crystal and bezel and repeat the calibration test at different pressure intervals
to ensure that the required accuracy is achieved.
Most fully automated electronic sphygmomanometers cannot be tested or calibrated by the user but must be
sent to the manufacturer or an approved service centre.
The procedures below are for electronic sphygmomanometers with a calibration check or test mode, whereby
the pressure can be set manually or provided by an external source. This test can be used to compare the
readings from the device against a reference manometer.
To test the accuracy of an electronic monitor, the devices required are a reference manometer (preferably an
electronic manometer traceable to a national standard), one or two Y or T connectors with tubing and Luer
fittings and an inflation bulb with a valve or an adjustable manual syringe pump, unless the pressure can be
selected manually.
Fig. A4.3 shows an accuracy test set-up for a digital auscultatory sphygmomanometer in calibration check or
test mode. The procedures for testing digital auscultatory sphygmomanometers with inflation bulbs, as shown
below, are similar to those for mechanical aneroid sphygmomanometers described above.
Reference electronic
manometer
Rigid cylinder
T (or Y)
connector
Cuff
Inflation bulb
Fig. A4.3. Set-up for testing the accuracy of a digital auscultatory sphygmomanometer
46 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Fig. A4.4 shows the set-up for testing electronic sphygmomanometers with an auscultative mode.
Y (or T) connector
Fig. A4.4. Laboratory accuracy test set-up for some electronic sphygmomanometers
48 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Annex 6
Technical specifications and use
of aneroid manual blood pressure
measuring devices with cuff
This section introduces manual BPMDs used by health care professionals to diagnose and treat hypertension.
Although many topics that also apply to manual devices are covered in previous sections, particular aspects
of manual devices are explained here. As this document encourages use of automated BP measurement,
the following topics specific to manual devices are not included: accuracy, validation standards, accessories
and consumables, guidance on procurement (except for changes in nomenclature), decontamination and
decommissioning.
The manual, or auscultatory, BP measurement technique was first described by Korotkoff in early 1905 (1),
and many basic studies in BP research were performed with this technique (2). One of the main qualities of
auscultatory measurement is that the appearance of Korotkoff sounds indicates systolic pressure and the
disappearance (or muffling) of sound indicates diastolic blood pressure (3).
1. Description
There are two commonly used non-mercury sphygmomanometers for manual BP measurement (4):
• an aneroid manometer with an analogue display (circular scale with a pointer) and
• an electrical pressure transducer (digital manual) with an analogue look but a digital display (described
previously).
Arterial pressure is measured with a sphygmomanometer, as shown in Fig. A61, which consists of an inflatable
pressure cuff, a manometer (usually a mechanical gauge, electronic display or mercury column), an inflating
bulb (hand pump) to increase the pressure in the cuff, and a deflating valve (5).
Annex 6. Technical specifications and use of aneroid manual blood pressure measuring devices with cuff 49
When an inflated air cuff compresses an artery, it closes it and stops the flow of blood. As the outside cuff
pressure is gradually lowered, it eventually falls below that of the systolic pressure, and some blood forces its
way through the artery during the brief period when the arterial BP is higher than the cuff pressure; however,
the blood flow is not normal, resulting in turbulence that produces Korotkoff sounds. These sounds persist
until the cuff pressure falls below the diastolic pressure and blood flow returns to normal (Fig. A6.2).
125
Cuff
Pressure, mm Hg
pres
sure
75
Diastolic pressure
Korotkoff sounds end
Time
Source: Reference (6).
A stethoscope is used to listen to the Korotkoff sounds made by the blood flow in the arteries. Sounds occur
in five phases as the cuff is deflated from the maximal occlusive pressure. There no are sounds until the
cuff pressure is below the systolic pressure, when it creates turbulence and a sound is heard (Korotkoff 1, or
systolic pressure). The sounds continue, with a slight change in character, until the cuff pressure is deflated
below the diastolic pressure. At that point (Korotkoff 5, or diastolic pressure), no sound is heard. A manometer
connected to the cuff is used to identify the pressure during the transitions from silence to sound to silence.
The auscultatory technique requires expertise acquired through training and practice. Other essential elements
for accurate measurement by manual auscultation include very good auditory and visual acuity, manual
dexterity to inflate and deflate the bulb, little ambient noise, a good-quality stethoscope and frequent re-
training of the staff to maintain standardized technique (7). Their hearing and accuracy should be reassessed
regularly, at 6–12-month intervals. To carry out the BP measurement with a manual device, the following
steps are suggested:
• Use a palpated estimate of the radial pulse obliteration pressure to determine maximal cuff inflation for
BP measurement. Rapidly inflate the cuff 20–30 mm Hg above the pulse obliteration pressure to ensure
proper determination of systolic pressure. (The pulse obliteration pressure is determined by palpating the
radial pulse, rapidly inflating the sphygmomanometer, first to 60 mm Hg then in increments of 10 mm
Hg until the pulse is no longer palpated.)
• Deflate the cuff pressure by 2–3 mm Hg per second and listen for Korotkoff sounds. The onset of two
sequential tapping sounds is K1 and corresponds to the systolic BP. The point at which Korotkoff sounds
disappear is K5 and corresponds to the diastolic BP. Occasionally, K5 will not be heard (sounds are heard
to 0 mm Hg) or will be heard at a non-physiological level (e.g. 20 mm Hg). In such instances, the point
at which the Korotkoff sound is muffled (K4) should be used as the diastolic pressure.
• Record systolic and diastolic pressure to the nearest even number. Do not round the number to the
nearest 5 or 10 mm Hg.
• Ensure regular calibration assessment (every 6 months or according to the manufacturer’s
recommendations) of any aneroid sphygmomanometer (manual BPMD).
50 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
2. Measurement principles
As described above, the combination of a cuff, an inflation bulb with a release valve and a manometer is
called a sphygmomanometer (Fig. A6.1), which is the equipment used in the auscultatory technique. The
Korotkoff sounds in the artery can be detected by manual auscultation, as the manometer is used only to
display pressure.
this leads to the Minamata Convention on Mercury, adopted in 2013 to protect human health
and the environment from the adverse effects of mercury. Its core purpose is to “protect human
health and the environment from anthropogenic emissions and releases of mercury and mercury
compounds.”
The treaty specifies that some products containing mercury are excluded, such as products for research,
calibration of instrumentation and as a reference standard.
With regard to the second consideration, most aneroid manometers cannot withstand a fall from a typical table
height. As this is unacceptable, the ISO/IEC Joint Working Group introduced requirements for the mechanical
strength of portable and handheld aneroid manometers. With the exception of stationary non-automated
sphygmomanometers, including aneroid types, all devices must function normally after a free fall from 25 cm.
When they are labelled “shock resistant”, they must withstand a fall from 1 meter without loss of performance.
The regulations and standards listed below were valid at the time of publication of this document. Any updates
should be consulted. The lists are illustrative and non-exhaustive. The standards may not be required in all
countries.
Annex 6. Technical specifications and use of aneroid manual blood pressure measuring devices with cuff 51
• ISO 16142-1:2016, Medical devices – Recognized essential principles of safety and performance of
medical devices – Part 1: General essential principles and additional specific essential principles for all
non-IVD medical devices and guidance on the selection of standards
4. Calibration
Mercury devices must be inspected to ensure that the mercury column is intact, in the vertical position and
that the mercury meniscus is centred at zero. Otherwise, no specific calibration is required.
Aneroid sphygmomanometers contain moving parts and lose accuracy relatively quickly. Therefore, calibration
by technical experts every 6 months (or as recommended by the manufacturer) is necessary to ensure that
accuracy is retained (9). More technical checks could be performed by an authorized laboratory (metrological
testing to guarantee accuracy). Digital display BPMD can be calibrated against a reference manometer, such
as an electronic manometer with an accuracy of ± 0.1 mm Hg or compared with a well-maintained mercury
sphygmomanometer with a rated accuracy of only ± 3 mm Hg.
5. Maintenance
Maintenance routines for BPMDs should include all the following aspects.
For mercury sphygmomanometers, replacement of mercury columns is considered a high risk because of
potential contact with mercury. Protective equipment and protocols should be followed to minimize risk. The
tasks are:
• Clean and disinfect the exterior of the device.
• Lubricate casters and swivel wall mount.
• Inspect column integrity and zero-centred mercury meniscus.
• Replace tubing, hoses, connectors and cuffs as necessary.
An example of a procedure for preventive maintenance of a manual, non-invasive BPMD (aneroid or mercury
sphygmomanometer) is shown in tables 8 and 9 below (10). The suggested interval is every 6 months; the
protocol takes 0.25 h. The test apparatus required is a pressure gauge or meter (not required for testing
mercury sphygmomanometers, except for initial inspection or when the glass tube is replaced) and a stopwatch.
The procedure includes qualitative and quantitative tasks for acceptance and scheduled inspections or both.
52 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
Table 8. Qualitative tasks to be performed according to the type of inspection
Manual non-invasive BP sphygmomanometers (aneroid or mercury)
Annex 6. Technical specifications and use of aneroid manual blood pressure measuring devices with cuff 53
6. Nomenclature
The benefits of adopting a global or universal nomenclature system have been described for electronic BPMDs
(11,12). The classification and nomenclature of manual devices are presented in Table 10.
54 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
TECHNICAL SPECIFICATIONS FOR MANUAL BLOOD PRESSURE MEASURING DEVICES
(Including information on the following where relevant or appropriate)
11 Alternative code/s MS 30892; MS 43524; S 43839
(optional)
12 Keywords (optional) BP, non-invasive, BP set, non-invasive BP, auscultation
13 GMDN/UMDNS definition A device designed to measure BP consisting of an inflatable cuff that fits around a limb (arm or thigh),
(optional) © an inflation bulb for controlling the air pressure within the cuff, an aneroid manometer and tubing. The
aneroid manometer consists of a metal bellows, which expands as the pressure in the cuff increases,
and a mechanical amplifier that transmits the expansion through a lever to an indicator needle, which
rotates around a circular, calibrated scale. The manometer may be mounted on a wall, placed on a
table, or handheld (portable); BP measurement is taken in conjunction with a stethoscope.
Purpose of use
14 Clinical or other purpose Diagnosis of hypertension, monitoring of BP
15 Level of use (if relevant) Screening site, health centre, district hospital, provincial hospital, specialized hospital
16 Clinical department or ward All areas
(if relevant)
17 Overview of functional Auscultatory, oscillometric or non-invasive BP methods. Inflatable rubber cuff surrounded by durable,
requirements flexible cover that can be easily fastened around upper arm
Aneroid pressure gauge displaying cuff pressure
Pumping bulb and valve that allow adjustment of cuff pressure
Technical characteristics
18 Detailed requirements Cuff arm fixing method to allow ease of use, ease of cleaning and low attraction of dirt; washable.
Neonatal (10–15 cm), paediatric (14–22 cm), adult (25–36 cm), large adult (34–43 cm), thigh (40–55
cm). The sizes of the cuffs may vary by manufacturer but should not deviate by ± 5 cm from the stated
sizes. Pressure gauge to allow reading of pressure to 2 mm Hg accuracy
Maximum pressure, ≥ 300 mm Hg
Gauge body to allow recalibration of readings but be sealed and secure in normal operation
19 Displayed parameters mm Hg
20 User-adjustable settings
Physical and chemical characteristics
21 Components (if relevant) Rubber tubes to be detachable from other parts, allowing periodic cutting of decayed ends
Gauge body to include clip for mounting on cuff
Tube length to be > 30 cm
Cuff material to be removable and washable
To be supplied in protective case
22 Mobility, portability (if Portable
relevant)
23 Raw materials (if relevant) Not applicable
Utility requirements
24 Electrical, water and/or gas Not applicable
supply (if relevant)
Accessories, consumables, spare parts, other components
25 Accessories (if relevant)
26 Sterilization process for Not applicable
accessories (if relevant)
27 Consumables and reagents Single-use cuffs in the following sizes: Neonatal (10–15 cm), paediatric (14–22 cm), adult (25–36 cm),
(if relevant) large adult (34–43 cm), thigh (40–55 cm). Reusable cuffs in the following sizes: Neonatal (10–15 cm),
paediatric (14–22 cm), adult (25–36 cm), large adult (34–43 cm), thigh (40–55 cm). The sizes off the
cuffs may vary by manufacturer but should not deviate by ± 5 cm from the stated sizes.
28 Spare parts (if relevant) Rubber tube (length > 30 cm), reusable cuffs of various sizes
29 Other components (if Protective container
relevant)
Annex 6. Technical specifications and use of aneroid manual blood pressure measuring devices with cuff 55
TECHNICAL SPECIFICATIONS FOR MANUAL BLOOD PRESSURE MEASURING DEVICES
(Including information on the following where relevant or appropriate)
Packaging
30 Sterility status on delivery Single-use cuffs must be delivered sterile.
(if relevant)
31 Shelf life (if relevant) Minimum shelf life for single-use cuffs must be 1 year from the date of reception.
32 Transport and storage (if Storage environment humidity: 10–95% relative humidity. Storage environment temperature:
relevant) –20 to 60 °C
33 Labelling (if relevant) Not applicable
Environmental requirements
34 Context-dependent Can be stored continuously at ambient temperature of 0–50 °C and 15–90% relative humidity.
requirements Can operate continuously in ambient temperature of 10–40 °C and 15–90% relative humidity.
Installation
35 Pre-installation
requirements (if relevant)
36 Requirements for
commissioning (if relevant)
37 Training of users (if Training of users in operation and basic maintenance shall be provided.
relevant)
38 User care (if relevant)
Warranty and maintenance
39 Warranty 2 years
40 Maintenance tasks
41 Type of service contract
42 Availability of spare parts 5 years after discontinuation by factory
after warranty
43 Availability of software and
hardware upgrades
Documentation
44 Documentation User, troubleshooting and service manuals must be available to the user and patients in the
requirements language(s) of the country in which the device is used and/or in another language authorized by
national regulatory agencies.
Certificate of calibration and inspection to be provided when purchased.
List of equipment and procedures required for local calibration and routine maintenance to be provided.
List of important spares and accessories to be provided, with their part numbers and cost
Contact details of manufacturer, supplier and local service agent to be provided.
Decommissioning
45 Estimated life span 10 years
Safety and standards
46 Risk classification Class A (GHTF Rule 4); Class II (USA); Class I (Australia, Canada and Japan); Class IIa (European Union)
47 Regulatory approval or Proof of regulatory compliance (e.g. registration, clearance, approval) must be provided as appropriate
certification per the product’s risk classification, by regulatory agency (e.g. by a founding member of IMDRF-EU, USA,
Canada, Australia, Japan). Else, approved by local national regulatory agency.
56 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
TECHNICAL SPECIFICATIONS FOR MANUAL BLOOD PRESSURE MEASURING DEVICES
(Including information on the following where relevant or appropriate)
48 International standards Standards applicable to the product and to the manufacturing process are listed below. Compliance
to the last available version of the international standard or to its local equivalent standard is
recommended and proof of compliance must be provided.
Non-exhaustive list of standards applicable to general quality systems for medical devices:
• EN ISO 13485:2012, Medical devices – Quality management systems – Requirements for regulatory
purposes”
• EN ISO 14971:2012, Medical devices – Application of risk management to medical devices
• ISO 13485:2003 Medical devices – Quality management systems – Requirements for regulatory
purposes (Australia, Canada and European Union)
• ISO 14155:2011, Clinical investigation of medical devices for human subjects – Good clinical
practice
• ISO 14971:2007, Medical devices – Application of risk management to medical devices
• ISO 16142-1:2016, Medical devices – Recognized essential principles of safety and performance of
medical devices – Part 1: General essential principles and additional specific essential principles for
all non-IVD medical devices and guidance on the selection of standards
Non-exhaustive list of standards applicable to manual BP devices:
• ISO 81060-1:2007, Non-invasive sphygmomanometers – Part 1: Requirements and test methods for
non-automated measurement type
• ISO/IEEE 11073-10407:2010 (Part 10407: Device specialization – Blood pressure monitor)
• BS EN 1060-2:1995 +A1:2009, Non-invasive sphygmomanometers: Supplementary requirements for
mechanical sphygmomanometers
49 Regional and local ANSI/AAMI SP10:2002 and ANSI/AAMI SP10:2002/A1:2003 (Manual, electronic or automated
standards sphygmomanometers)
DS/EN 1060-1, Non-invasive sphygmomanometers – Part 1: General requirements
DS/EN 1060-2, Non-invasive sphygmomanometers – Part 2: Mechanical sphygmomanometers
AS EN 1060.3.2004, Non-invasive sphygmomanometers – Supplementary requirements for
electromechanical BP measuring systems
GOST R 51959.1, Non-invasive sphygmomanometers (Measuring devices of arterial pressure). Part 1.
General requirements
GOST R 51959.2, Non-invasive sphygmomanometers. Supplementary requirements for mechanical
sphygmomanometers
GOST R 51959.3, Non-invasive sphygmomanometers (Measuring devices of arterial pressure). Part 3.
Supplementary requirements for electro-mechanical blood pressure measuring systems
OIML R16-2:2002, Non-invasive automated sphygmomanometers
JIS T 1115:2005, Non-invasive automated sphygmomanometers
50 Regulatory framework Compliance with (where applicable, but not limited to, and latest available version):
US regulatory requirements:
Code of Federal Regulations, Title 21, Part 820
Code of Federal Regulations, Title 21, Part 870, Section 1130 / Non-invasive BP measurement system
Japan regulatory requirements:
MHLW Ordinance No.16916156000 Aneroid sphygmomanometer
European Commission regulatory requirements:
Council Directive 93/42/EEC of 14 June 1993
Regulation (EU) 2017/745 of the European Parliament and the Council
The same patient preparation steps detailed in section 4.1 should be employed. However, instead of activating
the device, the following steps should be followed to obtain a BP measurement by manual auscultation.
• Determine the radial pulse obliteration pressure to determine maximal cuff inflation for BP measurement.
The pulse obliteration pressure is determined by palpating the radial pulse, rapidly inflating the
sphygmomanometer, first to 60 mm Hg then in increments of 10 mm Hg until the pulse is no longer palpated.
• 30–60 seconds after determining the pulse obliteration pressure, rapidly inflate the cuff 20–30 mm Hg
above this pressure (the peak inflation level) to ensure proper determination of systolic pressure.
• Deflate the cuff pressure by 2–3 mm Hg per second and listen for Korotkoff sounds. The onset of two
sequential tapping sounds is K1 and corresponds to the systolic BP. The point at which Korotkoff sounds
disappear is K5 and corresponds to the diastolic BP. Occasionally, K5 will not be heard (sounds are heard
to 0 mm Hg) or will be heard at a non-physiological level (e.g. 20 mm Hg). In such instances, the point
at which the Korotkoff sound is muffled (K4) should be used as the diastolic pressure.
• Record systolic and diastolic pressure to the nearest even number. Do not round the number to the
nearest 5 or 10 mm Hg.
Annex 6. Technical specifications and use of aneroid manual blood pressure measuring devices with cuff 57
For manual auscultatory measurement in an office or clinic, the practitioner should have recently
passed a hearing test, and the accuracy of their BP measurements should have been assessed
against those of others using a double- or triple-headed stethoscope within a regular training
schedule. Their hearing and accuracy should be reassessed regularly, at 6–12-month intervals.
Poor vision, hearing, manual dexterity, lack of training and decay of clinical skills all contribute to
inaccurate BP measurement when employing the auscultatory technique.
References
1. Booth J. A short history of blood pressure measurement. Proc R Soc Med 1977;70:793-799.
2. Chen Y, Shi S, Liu YK, Huang SL, Ma T. (2018). Cuffless blood-pressure estimation method using a
heart-rate variability-derived parameter. Physiol Meas. 5; 39(9): 095002. doi: 10.1088/1361-6579/
aad902.
3. Babbs CF. The origin of Korotkoff sounds and the accuracy of auscultatory blood pressure
measurements. J Am Soc Hypertens 2015;9:935-950.e3.
4. SCENIHR (Scientific Committee on Emerging and Newly Identified Health Risks), Mercury
Sphygmomanometers in Healthcare and the Feasibility of Alternatives, 23 September 2009
5. Bruce NG, Shaper AG, Walker M, Wannamethee G. Observer bias in blood pressure studies. J
Hypertens 1988;6:375-380.
6. ECRI Institute. Monitors, Vital Signs, Device Overview Specifications – Comparative Data, Published
1/1/2016.
7. Wiley Encyclopedia of Biomedical Engineering. Metin Akay, Editor. WILEY-INTERSCIENCE. httos://
onlinelibrary.wiley.com
8. UN Environment MINAMATA CONVENTION ON MERCURY TEXT AND ANNEXES www.
mercuryconvention.org
9. Turner MJ, Speechly C, Bignell N. Sphygmomanometer calibration--why, how and how often. Aust Fam
Physician 2007;36:834-8.
10. ECRI Instructions of Preventive Maintenance, Procedure No. 454-20160810 for Sphygmomanometers
(aneroid or mercury) https://www.ecri.org
11. WHO. Nomenclature of medical devices. Retrieved from: https://www.who.int/medical_devices/priority/
mde_nomenclature/en/
12. WHO. Standardization of medical devices nomenclature: International classification, coding and
nomenclature of medical devices. April 2019. Retrieved from: http://apps.who.int/gb/ebwha/pdf_files/
EB145/B145_3-en.pdf?ua=1
58 WHO Technical specifications for automated non-invasive blood pressure measuring devices with cuff
For further information contact:
Medical Devices
Medicines and Health Products Department
World Health Organization
20 Avenue Appia, 1211 Geneva 27, Switzerland
Tel +41 22 791 1239
Email [email protected]
www.who.int/medical_devices