Traditional stains and modern techniques for demonstrating microorganisms in histology


Introduction

Microorganisms (or microbes) are organisms which can only be individually seen by microscopy. Many do not cause disease in humans and act as normal colonizers of human hosts. Complex interactions between pathogens, which are capable of causing diseases, the host and the environment lead to clinical infections. Pathogens fall into five main groups:

  • Viruses

  • Bacteria

  • Fungi

  • Protozoa

  • Helminths.

With the advent of new and broader spectrum antibiotics, improved environmental hygiene, and advances in microbiological techniques it was widely expected that the need for diagnosis of infectious agents in tissue would diminish in importance. This assumption underestimated the infinite capacity of infectious agents for genomic variation, enabling them to develop antimicrobial resistance and exploit new opportunities to spread infections which are created when host defenses become compromised. The following are currently the most important factors influencing the presentation of infectious diseases:

  • The increased mobility of the world’s population through tourism, immigration and international commerce has distorted natural geographic boundaries to infection, exposing weaknesses in host defenses, and in knowledge.

  • Immunodeficiency states occurring either as part of an infection, e.g. Human Immunodeficiency Virus (HIV) which causes acquired immune deficiency syndrome (AIDS), or as an iatrogenic disease. As treatment becomes more aggressive, depression of the host’s immunity occurs, enabling organisms of low virulence to become life-threatening, and may allow latent infections, accrued throughout life, to reactivate and spread.

  • Emerging, re-emerging and antibiotic-resistant organisms such as the tubercle bacillus and staphylococcus are a constant and growing threat.

  • Adaptive mutation occurring in microorganisms allows them to jump species barriers and exploit new physical environments. Such adaptation allows infections to evade host defenses and resist agents of treatment.

  • Bioterrorism has become an increasing concern. The world’s public health systems and primary healthcare providers must be prepared to address varied biological agents, including pathogens which are rarely seen in developed countries. High-priority agents include organisms which pose a risk to national security because they:

    • Can easily be disseminated or transmitted from person to person.

    • Cause high mortality, with potential for a major public health impact.

    • May cause public panic and social disruption, and require special action for public health preparedness.

    The following are listed by the Centers for Disease Control and Prevention (CDC) in the United States as high-risk biological agents:

    • Anthrax

    • Smallpox

    • Botulism

    • Tularemia

    • Viral hemorrhagic fever (various).

These factors, acting singly or together, provide an ever-changing picture of infectious disease where clinical presentation may involve multiple pathological processes, unfamiliar organisms, and modification of the host response by a diminished immune status.

Size

The term ‘microorganism’ has been interpreted liberally in this chapter. Space limitation precludes a comprehensive approach to the subject, and the reader is referred to additional texts e.g. and for greater depth. The organisms in Table 16.1 are discussed and techniques for their demonstration are described.

Table 16.1
Size of organisms
Organisms Size
Viruses 20–300 nm
Mycoplasmas 125–350 nm
Chlamydia 200–1000 nm
Rickettsia 300–1200 nm
Bacteria 1–14 μm
Fungi 2–200 μm
Protozoa 1–50 μm
Metazoans 3–10 mm

Safety

Most infectious agents are rendered harmless by direct exposure to formal saline. Standard fixation procedures should be sufficient to kill microorganisms, one exception being material from those with Creutzfeldt-Jakob disease (CJD) and other prion diseases. It has been shown that well-fixed tissue, paraffin-processed blocks and stained slides from CJD cases remain infectious when introduced into susceptible animals. Treatment of fixed tissue or slides in 96% formic acid for 1 hour followed by copious washing inactivates this infectious agent without adversely affecting section quality ( ). Laboratory safety protocols should cover infection containment in all laboratory areas and the mortuary, or necropsy area, where handling unfixed material is unavoidable. When available, unfixed tissue samples should be sent for microbiological culture, as this offers the best chance of rapid and specific identification of etiological agents, even when heavy bacterial contamination may have occurred.

General principles of detection and identification

The diagnosis of illness from infectious diseases generally starts with clinical presentation of the patient, and in most cases a diagnosis is made without a tissue sample being taken. Cases which rely on tissue diagnosis range from autopsy specimens, where material maybe plentiful and sampling error presents little problem, through to cytology samples where cellular material is often scarce and lesions may be easily missed. A full clinical history is always important, especially details of the patient’s ethnic origin, immune status, any recent history of foreign travel and current medication.

The macroscopic appearance of tissue may often give a clear diagnosis of infection. Those with frank pus, abscess formation, cavitation, hyperkeratosis, demyelination, pseudo-membrane formation, focal necrosis and granulomas can provide evidence of infection. These appearances are often non-specific but occasionally in hydatid cyst disease or some helminth infestations the appearances are diagnostic.

The microscopic appearance of routine stained sections at low-power magnification often reveals indirect evidence of the presence of infection, e.g. neutrophil or lymphocytic infiltrates, granuloma formation, micro-abscesses, eosinophilic aggregates, Charcot-Leyden crystals and caseous necrosis. Some of these appearances may be sufficiently reliable to provide an initial, or at least provisional diagnosis, and allow treatment to be started, even if the precise nature of the suspect organism is never identified, particularly in the case of tuberculosis.

At the cellular level, the presence of giant cells e.g. Warthin-Finkeldy or Langhans’ type may indicate measles or tuberculosis respectively. Other cellular changes which include intra-cytoplasmic edema of koilocytes, acantholysis, spongiform degeneration of the brain, margination of chromatin, syncytial nuclear appearance, ‘ground-glass’ changes in the nucleus or cytoplasm, or inclusion bodies, can indicate infectious etiology. At some stage in these processes, suspect organisms may be visualized.

It should be understood, a well-performed hematoxylin and eosin (H&E) method will stain many organisms. Papanicolaou stain and Romanowsky stains, e.g. Giemsa, will also stain organisms together with their cellular environment. Other infectious agents are poorly visualized by routine stains and require special techniques to demonstrate their presence. This may be due to the small size of the organism, as in the case of viruses, where electron microscopy is needed. Alternatively, the organism may be hydrophobic or weakly charged, as with mycobacteria, spirochetes and cryptococci, in which case the use of specific histochemical methods is required for their detection. When organisms are few in number, fluorochromes may be used to increase the microscopic sensitivity of a technique. Finally, the following two techniques offer the possibility of specific identification of microorganisms which extend to the appropriate strain level.

Immunohistochemistry (IHC)

Immunohistochemistry (see Chapter 19 ) is now a routine and invaluable procedure in the histopathology laboratory for the detection of many microorganisms. There are many commercially available antibodies for viral, bacterial and parasitic organisms. Most methods today utilize (strept)avidin-biotin technologies. These are based on the high affinity that (strept)avidin ( Streptomyces avidinii) and avidin (chicken egg) have for biotin. Both possess four binding sites for biotin, but due to the molecular orientation of the binding sites fewer than four molecules of biotin will actually bind. The basic sequence of reagent application consists of primary antibody, biotinylated secondary antibody, followed by either the preformed (strept)avidin-biotin enzyme complex or the avidin-biotin complex (ABC) technique or by the enzyme-labeled streptavidin. Both conclude with the substrate solution. Horseradish peroxidase and alkaline phosphatases are the most commonly used enzyme labels.

Molecular methods

The application of molecular techniques for the detection of microorganisms has arguably revolutionized the diagnosis of infection. These methods represent a rapidly expanding and exciting field, particularly when considering novel and emerging infections. However, testing must be undertaken rationally and appropriately in order to produce meaningful results ( ). Conventional staining may lack sensitivity and specificity to detect and speciate microorganisms. Microbial culture is not viable from formalin-fixed, paraffin-embedded (FFPE) specimens. In comparison, molecular identification of pathogens is rapid with high sensitivity and specificity and can be applied to a variety of histological specimens ( ).

Common molecular techniques used include direct hybridization and nucleic acid amplification (often referred to under the umbrella term of polymerase chain reaction – PCR) ( ). In situ hybridization (ISH) uses reporter synthetic DNA probes which hybridize and label specific RNA sequences in target microbes present in the sample. This technique is most useful when type or genus of the microorganism has been elucidated, e.g. to identify the exact species of staphylococcus or yeast. It has been used successfully to detect and accurately differentiate a range of morphologically related organisms such as Legionella spp., filamentous bacteria and fungi in tissue samples ( ).

PCR relies on the detection of unique regions of microbial DNA or RNA following the extraction and amplification of genetic material from specimens, and can be used to diagnose microbial infections from autopsy tissues and surgical specimens. Whilst fresh/frozen tissues provide the best-quality nucleic acids for analysis, DNA and RNA extracted from FFPE samples can be used successfully for PCR testing. A number of specific PCRs have been developed and applied to detect a range of viruses, bacteria, fungi and parasites in histopathological specimens ( ).

Since formalin cross-links proteins and nucleic acids resulting in significant degradation, it is essential to begin processing of specimens as quickly as possible, ensuring that a 10% concentration of formalin is used for fixation, and making certain that fixation times are kept to less than 48 hours ( ). Individual PCRs are useful when a particular infecting organism is suspected; in contrast, micro-array and multiplex PCR has the ability to identify a variety of related and unrelated microorganisms simultaneously from a single sample ( ). Broader still, although less sensitive, are pan-bacterial and pan-fungal 16S and 18S RNA PCR probes which will detect the presence of any bacterial or fungal RNA. Further analysis and sequencing of any relevant genetic material identified is used to characterize the species.

A benefit of investigating samples using PCR analysis is the generation of quantitative data which indicate the microbial burden. This aids interpretation of results, as the presence of an organism does not necessarily mean infection. Indeed, PCR positivity may be misleading if the patient has been exposed to prior antimicrobial agents or where the microorganism persists despite clinical resolution, as is the case with many respiratory viral infections ( ). Although relatively expensive, molecular methods of diagnosis are becoming increasingly routine and available with less restrictive costs.

These techniques have a unique role to play in the identification of novel infectious diseases from histological samples, particularly at autopsy, for example, pandemic influenza virus ( ), and will continue to play a key role in the detection of emerging infections and bioterrorist attacks ( ) . In addition, as technology advances, it is now possible to obtain detailed genetic sequencing information which provides important information relating to microbial transmission, virulence and resistance mechanisms. This is increasingly important in an age of global communities and the advent of unprecedented antimicrobial resistance. However, further studies are still required to answer a more fundamental question, which is whether molecular testing improves patient outcomes, and this is an area for future work. In summary, molecular methods offer the ability to make a rapid and accurate diagnosis of infection of a broad range of potential pathogens. It is vital that these tests are used judiciously and interpreted with care.

Whilst modern advances in technique are important, emphasis is also placed upon the ability of the microscopist to interpret suspicious signs from a good H&E stained section. The growing number of patients whose immune status is compromised, or those who can mount only a minimal or inappropriate response to infection, further complicates the picture. This justifies speculative use of special stains, such as those for mycobacteria and fungi on tissue from such patients. It should be remembered, that for a variety of reasons, negative results for the identification of an infectious agent do not exclude its presence. In particular, administration of antibiotics to the patient before a biopsy is often the reason for failure to detect a microorganism in tissue.

Detection and identification of bacteria

When bacteria are present in large numbers, in an abscess or vegetation on a heart valve, they appear as blue-gray granular masses with an H&E stain. However, organisms are often poorly visible, and can be obscured by cellular debris. The reaction of pyogenic bacteria to the Gram stain, together with their morphological appearance (i.e. cocci or bacilli) provides the basis for a simple historical classification ( Table 16.2 ).

Table 16.2
A simplified classification of important bacteria
Gram-positive bacteria Gram-negative bacteria
Cocci Bacilli Cocci Bacilli Coccobacilli
Staphylococcus Bacillus Neisseria Escherichia Brucella
Clostridium Klebsiella Bordetella
Streptococcus Corynebacterium Salmonella Haemophilus
(inc. Pneumococcus) Mycobacteria (weak+) Shigella
Lactobacillus (commensal) Proteus
Listeria Pseudomonas
Vibrio
Pasteurella

Use of control sections

The use of known positive control sections with all special stain methods for demonstrating microorganisms is essential. Results are unsafe in the absence of positive controls, and should not be considered valid. The control section should be appropriate, where possible, for the suspected organism. For example, a pneumocystis-containing control should be used for demonstrating Pneumocystis jiroveci (previously called carinii ). A Gram control should contain both Gram-positive and Gram-negative organisms. Post-mortem tissues have previously been a good source of control material, although medico-legal issues have now limited this in some countries. Alternatively, a suspension of Gram-positive and Gram-negative organisms can be injected into the thigh muscle of a rat shortly before it is sacrificed for some other purpose. Gram-positive and Gram-negative organisms can also be harvested from microbiological plates, suspended in 10% neutral buffered formalin (NBF), centrifuged, and small amounts mixed with minced normal kidney, then chemically processed along with other tissue blocks ( ).

The Gram stain

In spite of more than a century since Gram described his technique in 1884, its chemical rationale remains obscure. Staining is due to a mixture of factors, the most important being cell wall thickness, chemical composition and the functional integrity of the cell walls of Gram-positive bacteria. When these bacteria die, they become Gram negative. The following procedure is only suitable for the demonstration of bacteria in smears of pus and sputum. It may be of value to the pathologist in the necropsy room where a quick technique such as this may enable rapid identification of the organism causing a lung abscess, wound infection, septicemic abscess or meningitis.

Gram method for bacteria in smears ( )

Method

  • 1.

    Fix dry film by passing it three times through a flame or placing on a heat block.

  • 2.

    Stain for 15 seconds in 1% crystal violet or methyl violet, and then pour off excess.

  • 3.

    Flood for 30 seconds with Lugol’s iodine, pour off excess.

  • 4.

    Flood with acetone for no more than 2–5 seconds, wash with water immediately.

  • 5.

    Alternatively decolorize with alcohol until no more stain comes out. Wash with water.

  • 6.

    Counterstain for 20 seconds with dilute carbol fuchsin, or freshly filtered neutral red for 1–2 minutes.

  • 7.

    Wash with water and carefully blot section until it is dry.

Results

Gram-positive organisms blue/black
Gram-negative organisms red

Modified Brown-Brenn method for Gram-positive and Gram-negative bacteria in paraffin sections ( )

Sections

Formalin-fixed, 4–5 μm, paraffin wax embedded sections.

Solutions

Crystal violet solution (commercially available)

Crystal violet, 10% alcoholic 2 ml
Distilled water 18 ml
Ammonium oxalate, 1% 80 ml

Mix and store; always filter before use.

Modified Gram’s iodine commercially available, or

Iodine 2 g
Potassium iodide 4 g
Distilled water 400 ml

Dissolve potassium iodide in a small amount of the distilled water, add iodine and dissolve; add remainder of distilled water.

Ethyl alcohol-acetone solution

Ethyl alcohol, absolute 50 ml
Acetone 50 ml

0.5% basic fuchsin solution (stock) commercially available, or

Basic fuchsin or pararosaniline 0.5 g
Distilled water 100 ml

Dissolve with aid of heat and a magnetic stirrer.

Basic fuchsin solution (working)

Basic fuchsin solution (stock) 10 ml
Distilled water 40 ml

Picric acid-acetone

Picric acid 0.1 g
Acetone 100 ml

Note

With concerns over the explosiveness of dry picric acid in the lab, it is recommended that you purchase the picric acid-acetone solution pre-made. It is available through most histology suppliers.

Acetone-xylene solution

Acetone 50 ml
Xylene 50 ml

Method

  • 1.

    Deparaffinize and rehydrate through graded alcohols to distilled water.

  • 2.

    Stain with filtered crystal violet solution for 1 minute.

  • 3.

    Rinse well in distilled water.

  • 4.

    Place in iodine solution for 1 minute.

  • 5.

    Rinse in distilled water, blot slide but NOT the tissue section.

  • 6.

    Decolorize by dipping in alcohol-acetone solution until the blue color stops running. (One to two dips only!)

  • 7.

    Counterstain in working basic fuchsin for 1 minute. Be sure to agitate the slides well in the basic fuchsin before starting the timer.

  • 8.

    Rinse in distilled water and blot slide but not section.

  • 9.

    Dip in acetone, one dip.

  • 10.

    Dip in picric acid-acetone until the sections have a yellowish-pink color.

  • 11.

    Dip several times in acetone-xylene solution. At this point, check the control for proper differentiation. (Go back to picric acid-acetone if you need more differentiation.)

  • 12.

    Clear in xylene and mount.

Results

Gram-positive organisms, fibrin, some fungi, Paneth cell granules, kerato-hyalin, and keratin blue
Gram-negative organisms red
Nuclei red
Other tissue elements yellow

Note

Do not allow the tissue sections to dry at any point in the staining process. If this occurs after treatment with iodine, decolorization will be difficult and uneven.

Gram-Twort stain ( )

Sections

Formalin fixed, paraffin wax embedded.

Solutions

Crystal violet solution (see previous method)

Gram’s iodine (see previous method)

Twort’s stain

1% neutral red in ethanol 9 ml
0.2% fast green in ethanol 1 ml
Distilled water 30 ml

Mix immediately before use.

Method

  • 1.

    Deparaffinize and rehydrate through graded alcohols to distilled water.

  • 2.

    Stain in crystal violet solution for 3 minutes.

  • 3.

    Rinse in gently running tap water.

  • 4.

    Treat with Gram’s iodine for 3 minutes.

  • 5.

    Rinse in tap water, blot dry, and complete drying in a warm place.

  • 6.

    Differentiate in preheated acetic alcohol until no more color washes out (2% acetic acid in absolute alcohol, preheated to 56°C). This may take 15–20 minutes; the section should be light brown or straw colored.

  • 7.

    Rinse briefly in distilled water.

  • 8.

    Stain in Twort’s for 5 minutes.

  • 9.

    Wash in distilled water.

  • 10.

    Rinse in acetic alcohol until no more red runs out of the section; this only takes a few seconds.

  • 11.

    Rinse in fresh absolute alcohol, clear, and mount.

Results

Gram-positive organisms blue/black
Gram-negative organisms pink/red
Nuclei red
Red blood cells and most cytoplasmic structures green
Elastic fibers black

Techniques for mycobacteria

These organisms are difficult to demonstrate by the Gram technique as they possess a capsule containing a long-chain fatty acid (mycolic acid) which makes them hydrophobic. The fatty capsule influences the penetration and resistance to removal of the stain by acid and alcohol (acid- and alcohol-fastness), and is variably robust between the various species which make up this group. Phenolic acid, and frequently heat, are used to reduce surface tension and increase porosity, thus forcing dyes to penetrate this capsule. The speed with which the primary dye is removed by differentiation with acid alcohol is proportional to the extent of the fatty coat. The avoidance of defatting agents or solvents, such as alcohol and xylene in methods for Mycobacterium leprae , is an attempt to conserve this fragile fatty capsule.

Mycobacteria are PAS positive due to the carbohydrate content of their cell walls. However, this positivity is evident only when large concentrations of the microorganisms are present. When these organisms die, they lose their fatty capsule and consequently their carbol fuchsin positivity. The carbohydrate can still be demonstrated by Grocott’s methenamine silver reaction, which may prove useful when acid-fast procedures fail, particularly if the patient is already receiving therapy for tuberculosis.

A possible source of acid-fast contamination may be found growing in viscous material sometimes lining water taps and any rubber tubing connected to them. These organisms are acid- and alcohol-fast but are usually easily identified as contaminants by their appearance as clumps, or floaters, above the microscopic focal plane of the section.

Ziehl-Neelsen (ZN) stain for Mycobacterium bacilli ( )

Sections

Formalin or fixative other than Carnoy’s, paraffin wax embedded.

Solutions

Carbol fuchsin commercially available, or

Basic fuchsin 0.5 g
Absolute alcohol 5 ml
5% aqueous phenol 100 ml

Mix well and filter before use.

Acid alcohol

Hydrochloric acid 10 ml
70% alcohol 1000 ml

Methylene blue solution (stock) commercially available, or

Methylene blue 1.4 g
95% alcohol 100 ml

Methylene blue solution (working)

Methylene blue (stock) 10 ml
Tap water 90 ml

Method

  • 1.

    Deparaffinize and rehydrate through graded alcohols to distilled water.

  • 2.

    Stain in carbol fuchsin solution for 30 minutes.

  • 3.

    Wash well in tap water.

  • 4.

    Differentiate in acid alcohol until solutions are pale pink. (This usually only takes 2–5 dips.)

  • 5.

    Wash in tap water for 8 minutes, then dip in distilled water.

  • 6.

    Counterstain in working methylene blue solution until sections are pale blue.

  • 7.

    Rinse in tap water, then dip in distilled water.

  • 8.

    Dehydrate, clear, and mount.

Results

Mycobacteria, hair shafts, Russell bodies, Splendore-Hoeppli immunoglobulins around actinomyces and some fungal organisms red
Background pale blue

Notes

  • a.

    The blue counterstain may be patchy if extensive caseation is present. Care should be taken to avoid over-counterstaining as scant organisms can easily be obscured.

  • b.

    Decalcification using strong acids can destroy acid-fastness; formic acid is recommended.

  • c.

    Victoria blue can be substituted for carbol fuchsin and picric acid for the counterstain if color blindness causes a recognition problem.

Fluorescent method for Mycobacterium bacilli ( )

Sections

Formalin fixed, paraffin wax embedded.

Solution

Auramine O 1.5 g
Rhodamine B 0.75 g
Glycerol 75 ml
Phenol crystals (liquefied at 50°C) 10 ml
Distilled water 50 ml

Method

  • 1.

    Deparaffinize (1-part groundnut oil and 2 parts xylene for M. leprae ).

  • 2.

    Pour on preheated (60°C), filtered staining solution for 10 minutes.

  • 3.

    Wash in tap water.

  • 4.

    Differentiate in 0.5% hydrochloric acid in alcohol for M. tuberculosis , or 0.5% aqueous hydrochloric acid for M. leprae.

  • 5.

    Wash in tap water, 2 minutes.

  • 6.

    Eliminate background fluorescence in 0.5% potassium permanganate for 2 minutes.

  • 7.

    Wash in tap water and blot dry.

  • 8.

    Dehydrate (not for M. leprae ), clear and mount in a fluorescence-free mountant.

Results

Mycobacteria golden yellow (using blue light fluorescence below 530 nm)
Background dark green

Note

The advantage of increased sensitivity of this technique is offset by the inconvenience of setting up the fluorescence microscope. Preparations fade over time, as a result of their exposure to UV light.

Modified Fite method for Mycobacterium leprae and Nocardia

Fixation

10% neutral buffered formalin (NBF).

Sections

Paraffin wax sections at 4–5 μm.

Solutions

Carbol fuchsin solution commercially available, or

0.5 g basic fuchsin dissolved in 5 ml of absolute alcohol; add 100 ml of 5% aqueous phenol. Mix well and filter before use. Filter before each use with #1 filter paper.

5% sulfuric acid in 25% alcohol

25% ethanol 95 ml
Sulfuric acid, concentrated 5 ml

Methylene blue stock solution, commercially available, or

Methylene blue 1.4 g
95% alcohol 100 ml

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