Approach to the Patient with Acute Bronchitis or Pneumonia in the Ambulatory Setting
William A. Kormos
Although most respiratory tract infections seen in the office setting are limited to the upper airway (see Chapters 50, 218, 219 to 220), the differential diagnosis should include lower respiratory tract infection, especially in patients who present with a productive cough, fever, dyspnea, or pleuritic chest pain. In such patients, four questions need to be addressed: (a) Is the process limited to the trachea and the bronchi, or is pneumonia present? (b) Is a diagnostic workup indicated, or can empiric treatment be started? (c) Are antibiotics indicated, and, if so, which ones? (d) Can the patient be safely treated as an outpatient, or is hospital admission necessary? These basic questions are becoming increasingly germane as new strategies emerge for cost-effective management and concerns grow about the rising frequency of antibiotic-resistant organisms. The assessment and decisionmaking processes become considerably more complicated if the patient is HIV positive (see Chapter 13) or immunosuppressed for other reasons.
PATHOPHYSIOLOGY AND CLINICAL PRESENTATION (1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15 and 16)
Mechanisms
Microorganisms gain access to the lower respiratory tract through inhalation or aspiration. Generally, normal defense mechanisms in the upper and lower respiratory tract protect against infection. Organisms are entrapped by the mucus-producing cells and ciliated epithelium that line the nasal mucosa and oropharynx. Local production of immunoglobulin A in the nasal mucosa prevents bacterial adherence. The cough reflex removes large particles from the lower airways, and ciliated epithelium and mucus in the bronchial tree capture particles too small to be removed by coughing. Alveolar fluid contains complement and immunoglobulin, which act as opsonins, and pulmonary macrophages then eliminate bacteria. If the burden is high, macrophages may produce cytokines, including tumor necrosis factor and interleukin-1, to recruit neutrophils to the area.
Infection of the lower respiratory tract occurs when the inoculum or the virulence of a microorganism overwhelms the host defenses. Cigarette smoke interferes with ciliary function and macrophage activity, and alcohol use may increase
aspiration (by interfering with the cough reflex) and promote colonization in the upper airway by gram-negative bacteria. Deficiencies in humoral immunity occur in adults with common variable immunodeficiency, hematologic malignancies, or splenectomies. These people are more susceptible to infection with encapsulated organisms such as Streptococcus pneumoniae and Haemophilus influenzae. Patients with HIV infection have deficiencies in both cell-mediated and humoral immunity, which predisposes them to infection by numerous organisms.
aspiration (by interfering with the cough reflex) and promote colonization in the upper airway by gram-negative bacteria. Deficiencies in humoral immunity occur in adults with common variable immunodeficiency, hematologic malignancies, or splenectomies. These people are more susceptible to infection with encapsulated organisms such as Streptococcus pneumoniae and Haemophilus influenzae. Patients with HIV infection have deficiencies in both cell-mediated and humoral immunity, which predisposes them to infection by numerous organisms.
Pharmacologic risk factors for community-acquired pneumonia have been examined. Antipsychotic drug therapy in elderly patients (with both typical and atypical agents) is associated with a significant and dose-related increase in pneumonia risk and mortality. The mechanism remains unclear, but increased risk of aspiration from excessive sedation is suspected. Recent use of a proton pump inhibitor (a potent suppressant of gastric acid production, which prevents bacterial colonization of the upper gastrointestinal [GI] tract) was thought to predispose to community-acquired pneumonia, but controlling for confounding factors disproved any causal relationship.
Pharmacologic preventive factors have also been of interest, particularly the use of angiotensin-converting enzyme inhibitors (ACEIs). In a meta-analytic study, ACEI use was associated with reduced risk of pneumonia, especially in persons of Asian descent. Data on angiotensin receptor blocker use are less clear.
Clinical Presentations
Bronchitis and Pneumonia
The presentations of bronchitis and pneumonia are similar. Cough may be productive or nonproductive of sputum, and associated symptoms, including fever, chest discomfort, and fatigue, may be present in both entities. Pleurisy or dyspnea tends to suggest more extensive involvement, as seen in pneumonia. “Classic” community-acquired pneumonia presents with a sudden chill followed by fever, pleuritic pain, and productive cough. The atypical pneumonia syndrome, associated with Mycoplasma or Chlamydophila infection, often begins with a sore throat and headache, followed by a nonproductive cough and dyspnea. Physical examination findings may be misleading, especially in the patient with underlying lung disease. Evidence of consolidation on the lung examination (bronchial breath sounds, egophony) is indicative of pneumonia but is present in few outpatients. The chest x-ray film in acute bronchitis usually reveals no infiltrate or signs of consolidation, in contrast to the x-ray film in pneumonia. However, even this most clear-cut distinction between bronchitis and pneumonia can be misleading because changes of chronic lung disease can simulate new infiltrates in some patients with bronchitis, whereas dehydration can minimize radiographic abnormalities in patients with pneumonia. The clinical presentations are, in part, a function of the causative organism (see discussion of specific organisms).
Community-Acquired and Health Care-Associated Pneumonias
Traditionally, most cases of pneumonia that develop in the outpatient setting have been designated as “community acquired.” They can range in severity from mild to severe and may require hospitalization (see Indications for Admission). Prognosis is usually good for cases deemed safe for outpatient management.
Less appreciated is pneumonia acquired in the community setting that is health care associated, defined in guidelines established by the American Thoracic Society and the Infectious Disease Society of America as pneumonia occurring in outpatients in contact with the health care system, typically by virtue of living in a nursing home, attending a dialysis clinic, or having had a recent hospitalization. In a large prospective observational study, health care pneumonia accounted for a quarter of pneumonia admissions. Patients required longer hospital stays, had more severe disease, and had higher mortality rates. They were more likely to have bilateral or multilobar involvement. Recent receipt of empirical antibiotic therapy was a risk factor for poor outcome.
Gram-Positive Organisms
Streptococcus pneumoniae
Streptococcus pneumoniae is the most common cause of pneumonia, accounting for 30% to 50% of all cases of bacterial pneumonia. It is especially likely to be the agent infecting healthy young ambulatory patients, but it may affect all age groups. It is also responsible for acute exacerbations in patients with chronic bronchitis, but its role in acute bronchitis in healthy persons is unclear. Classic clinical features of pneumococcal pneumonia include abrupt onset of fever with a single rigor, cough with rusty sputum, and pleuritic chest pain. Radiologic evidence of lobar consolidation is typical, but infiltrates can be patchy, especially in patients with chronic lung disease. The sputum gram stain reveals abundant polymorphonuclear leukocytes and Gram-positive diplococci (classically lancet shaped) in pairs or short chains.
The most common complication of pneumococcal pneumonia is bacteremia, which occurs in about one third of patients. Blood-borne distant sepsis (e.g., septic arthritis, peritonitis, meningitis) is much less common. Sterile pleural effusions are common, whereas empyema is less frequent.
Staphylococcus aureus
Staphylococcus aureus is the etiologic agent in up to 10% of cases of bacterial pneumonia. Except in infancy, when it can be a primary infection, staphylococcal pneumonia most commonly follows a viral respiratory tract infection, particularly influenza. It may also occur as a nosocomial infection or as a result of bacteremic seeding of the lungs, especially in patients who have staphylococcal endocarditis or are intravenous drug users. Patients with staphylococcal pneumonia of respiratory or bloodstream origin are usually extremely ill. Staphylococcus aureus produces tissue necrosis, and the distinctive feature of staphylococcal pneumonia is the tendency to produce multiple small lung abscesses. Healing usually leaves some degree of residual fibrosis. Abundant polymorphonuclear leukocytes and grampositive cocci in pairs, clumps, and clusters are found on the sputum Gram stain. Local suppurative complications, including lung abscess, empyema, and pneumothorax, are relatively common. Bacteremia with metastatic seeding of distant sites, such as endocardium, bone, joints, liver, and meninges, may occur.
Group A Streptococci
Group A streptococci are a rather uncommon cause of infection, but this type of pneumonia has occurred in epidemics, especially in closed groups such as military units. Occasionally, streptococcal pneumonia can occur after primary influenza pneumonia. Streptococcal pneumonia usually begins abruptly with fever, cough, and severe debility. Chest pain is prominent in most patients. The distinctive clinical and radiologic feature is rapid spread in the lung, with resultant early empyema formation. Initially, the empyema fluid may be thin, possibly because of the many enzymes elaborated by group A streptococci, but later, frank purulence occurs. Other complications, such as lung abscess, bacteremia, metastatic infection, and poststreptococcal glomerulonephritis, are uncommon. In patients with streptococcal pneumonia, the sputum Gram stain reveals numerous polymorphonuclear leukocytes and gram-positive cocci in pairs and short to long chains.
Gram-Negative Organisms
Haemophilus influenzae
Haemophilus influenzae has long been recognized as a common cause of bronchitis in adults with chronic lung disease; however, recognition of this organism as a cause of frank pneumonias, sometimes with bacteremia, is increasing. Most cases of bronchitis are caused by untypeable strains of H. influenzae, but pneumonias are often caused by the more invasive encapsulated strains, especially type b. Radiographically, a bronchopneumonia pattern is typical. Abundant polymorphonuclear leukocytes and small, pleomorphic, gram-negative coccobacillary organisms are the characteristic findings in the sputum of patients with pneumonia or bronchitis cased by H. influenzae. Complications of H. influenzae pneumonia in adults are uncommon, but in patients with underlying chronic lung disease, the illness may be particularly severe, with development of hypoxia and respiratory failure.
Klebsiella pneumoniae
Klebsiella pneumoniae typically produces pulmonary infection in debilitated patients, especially alcoholics, and Klebsiella pneumonia is one of the few gram-negative bacillary pneumonias seen commonly in ambulatory patients. It usually presents as an acute illness; rarely, it may cause chronic pneumonitis. The organism has a high propensity to produce tissue necrosis, which accounts for the hemoptysis, dense lobar consolidation, and high incidence of abscess formation seen in this illness. Sputum may appear dark red and mucoid (“currant jelly” sputum). Abundant polymorphonuclear leukocytes and large gram-negative bacilli, occasionally with thick capsules, are characteristically seen on sputum Gram stain. Lung abscess and empyema may occur.
Other Gram-Negative Bacilli
Other gram-negative bacillary pneumonias were once rare but have increased during the last 15 years and now account for up to 15% of cases of bacterial pneumonia. They are principally hospital-acquired infections and remain rare in the ambulatory population. Patients with gram-negative bacillary pneumonia are typically debilitated from other illnesses or elderly and frequently have received antibiotic therapy during which their normal respiratory flora is replaced with these otherwise unusual pathogens. Abundant polymorphonuclear leukocytes and gram-negative bacilli are seen on sputum Gram stain. Complications, including lung abscess, empyema, and bacteremia with metastatic spread of infection, may occur.
Moraxella (Branhamella) catarrhalis
Moraxella (Branhamella) catarrhalis is a gram-negative coccus that morphologically resembles organisms of the Neisseria family but differs in biochemical and DNA characteristics. It is found in the oropharynx of normal hosts and was not considered pathogenic until the 1980s, when it was established as the cause of lower respiratory tract infection in some patients with chronic obstructive pulmonary disease (COPD). In more than 80% of M. catarrhalis infections, an underlying pulmonary disease is present. Diabetes, alcoholism, malignancy, and steroid use are other known risk factors. Cases appear to be concentrated in the winter months, perhaps indicating a relation to preceding viral infection. The typical lower respiratory tract infection that ensues is mild and sometimes even self-limited. The organism is readily identified by Gram stain, and almost all sputum cultures are positive for organisms. Chest radiography shows an interstitial or interstitial-airspace infiltrate. Bacteremia is rare, and full recovery with prompt response to antibiotics is the rule, although almost all isolates are positive for β-lactamase.
Bordetella pertussis
Bordetella pertussis, a gram-negative pleomorphic bacillus, is a frequently overlooked cause of acute bronchitis. Acquired immunity from childhood wanes after 15 to 20 years, so young adults are rendered susceptible to pertussis. Several studies have shown that pertussis accounts for up to 25% of patients with acute bronchitis lasting 2 or more weeks. The disease typically has three phases. The catarrhal phase is indistinguishable from an upper respiratory infection, with rhinorrhea, low-grade fever, and mild congestion lasting 1 to 2 weeks. Patients are contagious in this stage and early into the next stage, the paroxysmal phase, which lasts for at least 2 to 4 weeks and may persist for up 8 weeks, characterized by severe paroxysms of nonproductive coughing, with 10 to 30 coughs in a row. Hallmark symptoms of posttussive syncope and vomiting are not uncommon; the characteristic whoop in children (due to a forceful inhalation after prolonged coughing in the presence of a narrowed airway in children) is absent in adults because of their larger airways. Finally, the symptoms gradually resolve during the next 1 to 3 months in the convalescent phase. Untreated patients are infectious up to 4 weeks from onset of symptoms.
Legionnaires’ Disease
First identified in a 1976 Philadelphia hotel outbreak, Legionnaires’ disease is now recognized as an important cause of community-acquired pneumonia. Legionella pneumophila, an aerobic, fastidious, small, gram-negative bacillus, has been reported as the causative agent in 5% to 10% of all cases of community-acquired pneumonia and in up to 30% of cases of severe community-acquired pneumonia. The organism survives in water and, to a lesser extent, soil; infection is acquired by inhalation of contaminated aerosols or microaspiration of contaminated water. Epidemics have been traced to contaminated cooling systems, whirlpool baths, and potable water; nosocomial infections have occurred through contaminated hospital water supplies. Risk factors for Legionella infection include cigarette smoking, chronic lung disease, and immunosuppression. Legionella pneumophila is responsible for more than 90% of all cases; of the 14 serotypes of L. pneumophila identified, serogroup 1 is responsible for the majority of these cases. The next most common Legionella species is L. micdadei (the Pittsburgh pneumonia agent), which can cause cavitary lung disease in immunosuppressed patients.
The spectrum of clinical illness resulting from Legionella infection ranges from mild upper respiratory disease (Pontiac fever) and self-limited atypical pneumonia to multifocal pneumonia and respiratory failure. After a short prodrome, the full-blown form of Legionnaires’ disease begins acutely with high fever, nonproductive cough, and dyspnea. Pleuritic chest pain occurs in about one third of cases. Systemic manifestations such as diarrhea or confusion are often seen but are not specific to legionellosis.
Relative bradycardia occurs in a few patients, but in most cases, the physical examination findings are nonspecific. Chest radiography shows interstitial infiltrates or areas of patchy consolidation with characteristic rapid progression. Extrapulmonary findings are uncommon but include myocarditis, pericarditis, rhabdomyolysis, and renal dysfunction. Sputum is typically absent or scant. The sputum Gram stain fails to reveal pathogens, but L. pneumophila can be cultured on a specialized buffered charcoal yeast extract agar. Legionella urinary antigen is very sensitive for disease caused by L. pneumophila serogroup 1 (about 80% of all cases) and is easy to obtain.
Atypical Organisms
Mycoplasma pneumoniae
Mycoplasma pneumoniae is a cell wall-deficient organism that accounts for 10% to 20% of cases of community-acquired pneumonia. It is a leading cause of the atypical pneumonia syndrome (fever, dry cough, nonspecific infiltrate on chest film) and also a cause of acute bronchitis in otherwise healthy adults. The organism spreads by way of respiratory droplets and appears to have a long incubation period; onset of illness tends to be insidious. The disease often begins with headache, sore throat, and malaise and then progresses to a nonproductive cough. The physical examination findings are usually unimpressive in comparison with the patchy peribronchial infiltrates seen on chest x-ray films. Bullous myringitis has been reported in Mycoplasma pneumonia, but it is actually uncommon in clinical practice. Skin examination may show erythema multiforme, which is highly correlated with Mycoplasma infection in the patient with pneumonia. Laboratory studies reveal a normal white blood cell count and differential in most cases. The sputum is scant, with a predominance of mononuclear cells and no organisms. Sputum culture is not practical because a special medium is required and results do not become available for 2 weeks. Testing for the organism by polymerase chain reaction (PCR) is a new technique with high sensitivity and specificity, although it is not widely available. Cold agglutinins are present in approximately 50% of cases. Mycoplasma pneumonia is usually a mild, self-limited illness, but it can produce severe pneumonia in children with sickle cell anemia, in immunosuppressed hosts, and in the elderly. Uncommon complications include hemolytic anemia, aseptic meningitis, Guillain-Barré syndrome, and myopericarditis.
Chlamydophila pneumoniae
Chlamydophila pneumoniae (formerly known as Chlamydia pneumoniae or TWAR) is an obligate intracellular organism that causes an atypical pneumonia or acute bronchitis. It appears to account for 5% to 15% of cases of community-acquired pneumonia, with higher rates in young adults. Chlamydophila pneumoniae appears to spread from person to person by respiratory droplets. The prodrome resembles that of Mycoplasma pneumonia, with headache and sore throat followed by a dry cough, but the chest radiograph shows less extensive involvement. The diagnosis is difficult because culture requires tissue culture techniques that are not routinely performed. Serology (acute and convalescent titers) has been used to establish the diagnosis, and, as in Mycoplasma pneumonia, PCR is an upcoming technology. The infection is usually self-limited; rare fatalities have been reported in debilitated patients.
Psittacosis
Psittacosis is caused by a member of the Chlamydia group of obligate intracellular parasitic bacteria, which are also responsible for lymphogranuloma venereum and trachoma. The disease is transmitted from parrots or other birds (including pigeons and turkeys) to humans. The clinical features of psittacosis are indistinguishable from those of other atypical pneumonias, with prominent headache, nonproductive cough, and fever. Occasionally, a faint macular rash or splenomegaly develops.
Q Fever
Q fever is caused by the rickettsial-like organism Coxiella burnetii, but differs from rickettsial infections with a prominent pneumonia, no associated rash, and airborne instead of insect vector transmission. The organisms reside principally in animals; human contact with cattle, sheep, goats, or infected animal hides or hide products is the most important epidemiologic factor and is often the only clue to diagnosis. The clinical features of Q fever are similar to those of the other atypical pneumonias, except that hepatitis occurs in up to one third of patients.
Mixed Flora
Aspiration Pneumonias
Aspiration pneumonias are usually mixed infections caused by aerobic and anaerobic streptococci, Bacteroides, and Fusobacterium. These organisms are normal flora of the upper airway that cause pneumonia if they attain a foothold in the lung parenchyma. Predisposing factors include alteration of consciousness (drugs, anesthesia, alcohol, head trauma) and diminution of the gag reflex, which permits aspiration to occur. Patients usually are mildly to moderately ill but can be toxic, especially if lung abscess or empyema occurs. Hospitalized patients, ambulatory patients receiving antibiotics, and edentulous patients have altered respiratory flora and fewer anaerobic organisms, if any. Aspiration of mouth organisms in such persons may result in staphylococcal or gram-negative bacillary pneumonia, as discussed previously, rather than the mixed aerobic-anaerobic infection considered here. The sputum from patients with aspiration pneumonia may be malodorous and characteristically shows abundant polymorphonuclear leukocytes and mixed flora, including gram-positive cocci in pairs and chains and pleomorphic gram-negative rods on Gram stain. Lung abscess and empyema are fairly common complications of aspiration pneumonia, especially if therapy is delayed.
Nonbacterial Organisms: Viruses and Fungi
Viruses (Including Influenza A and B and SARS)
Viruses are the most common cause of acute bronchitis, accounting for more than 80% of all cases. Viral pneumonia resembles an atypical pneumonia and is clinically indistinguishable except when it is part of a distinctive systemic viral illness, such as rubeola in children or varicella in adults. Many viruses are capable of producing lower respiratory tract infections, including influenza virus, adenoviruses, respiratory syncytial virus, and parainfluenza virus. Cytomegalovirus is a common cause of viral pneumonia in transplant recipients.
Influenza.
Influenza ranks as the most important cause of viral pneumonia; it can be recognized by its epidemic spread and marked systemic symptoms, such as fever and myalgia. The incubation period is typically 1.5 to 3 days. Influenza pneumonia may be mild or a fulminant illness capable of causing lethal respiratory failure. Bacterial pneumonia, especially of the pneumococcal, staphylococcal, or streptococcal variety, may be a complication. In the 2009 outbreak of H1N1 infection, fever, cough, shortness of breath, nausea and vomiting, myalgias, and sore throat were the most commonly experienced symptoms and most prominent among persons requiring hospitalization. Chest x-ray revealed infiltrates in over 60% of patients who underwent imaging. Critical illness was most prevalent among children and young adults; many patients had comorbidities such as asthma, obesity, or COPD. Patients with severe disease progressed over 4 days from onset of symptoms to need for hospital admission and often intensive care. Mortality among those requiring hospitalization ranged from 10% in younger patients to nearly 20% in older persons, most often from viral pneumonia and acute respiratory distress syndrome.
Severe Acute Respiratory Syndrome (ARDS: CoronaVirus).
In late 2002, an outbreak of severe pneumonia occurred in Southeast Asia that was not responsive to the usual therapies. Named the
severe acute respiratory syndrome (SARS), this disease spread to more than 20 countries, including a sizable outbreak in Toronto, Canada. The causative agent was quickly identified as a novel coronavirus. SARS presents with a viral syndrome of fever, myalgias, and cough and then progresses with worsening respiratory distress. Chest x-ray demonstrates multilobar infiltrates, predominantly in the lower lobes. Common laboratory findings include lymphopenia, thrombocytopenia, and elevated creatinine kinase. Treatment remains supportive because no effective antiviral therapy has been identified. The illness was fatal in 10% to 15% of patients.
severe acute respiratory syndrome (SARS), this disease spread to more than 20 countries, including a sizable outbreak in Toronto, Canada. The causative agent was quickly identified as a novel coronavirus. SARS presents with a viral syndrome of fever, myalgias, and cough and then progresses with worsening respiratory distress. Chest x-ray demonstrates multilobar infiltrates, predominantly in the lower lobes. Common laboratory findings include lymphopenia, thrombocytopenia, and elevated creatinine kinase. Treatment remains supportive because no effective antiviral therapy has been identified. The illness was fatal in 10% to 15% of patients.
Fungi and Other Opportunistic Organisms
Immunosuppressed patients (e.g., those taking corticosteroids or HIV-positive patients) are at heightened risk for a community-acquired opportunistic infection (e.g., Aspergillus, Candida, or Pneumocystis; see Chapter 13). HIV-positive patients are also at increased risk for primary tuberculosis (see Chapter 49). However, some fungal infections may occur in immunocompetent hosts. For example, exposure to sporecontaining dusts may lead to histoplasmosis (in the Midwest) or coccidioidomycosis (in the Southwest), characterized in the initial phases by a nonproductive cough, flulike illness, liver or splenic enlargement, alveolar infiltrates, and sometimes hilar adenopathy; however, most often, the chest radiographic findings are normal.
The differential diagnosis of community-acquired pneumonia is listed in Table 52-1. In most epidemiologic studies, S. pneumoniae is the most common cause, followed by H. influenzae, influenza virus, and Legionella.
In addition to the conditions listed in Table 52-1 and detailed earlier, noninfectious diseases can occasionally mimic infectious processes. Bronchial asthma (see Chapter 48) and hypersensitivity pneumonitis (see Chapter 51) are common examples. The radiologic findings associated with chronic pulmonary diseases, especially chronic bronchitis (see Chapter 47) and bronchiectasis (see Chapter 41), may be misleading if previous x-ray films are not available. Atelectasis, pulmonary infarction, pulmonary edema (see Chapter 32), and lung tumors may also be confused with pneumonia.
TABLE 52-1 Differential Diagnosis of Pneumonia in Ambulatory Patients | ||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
The first task is to differentiate lower respiratory tract infection from the other causes of cough (see Chapters 32, 41, 42, and 51) and from upper respiratory infection (see Chapters 50, 219, and 220). The predominant symptom of a patient presenting with a lower respiratory tract infection is usually cough, either productive or nonproductive of sputum. A predominant symptom of nasal discharge, sore throat, or ear pain can direct the workup away from the lower respiratory tract. Once a lower tract infection is suspected, the focus quickly shifts to the task of diagnosing pneumonia or bronchitis. Unfortunately, the distinction cannot be made reliably on the basis of any single element of the history or physical examination. A search for a specific cause is important if the presentation is unusual, unique exposures are present, or the patient is immunosuppressed.