Preoperative Evaluation



Fig. 2.1
Goals of preoperative evaluation




Table 2.1
Basic preoperative evaluation








































































Patient particulars

Age

Sex

Height

Weight

Allergies

Drug and type of allergy: rash/anaphylaxis

Medications

List of medications and those taken in AM

Previous surgeries

List of surgeries

Anesthesia problems

PONV

MH

Other

System review

See below

Airway examination

Class 1–4

Neck movements

Dentition (dentures/caps/crown)

Physical examination

Cardiac

Pulmonary

Neurological

Vitals/others

Laboratory values

CBC

Chemistry

Coagulation

ECG/chest X-ray/others

NPO status

Full stomach precautions?

Anesthetic plan

General

Regional

TIVA

MAC

Regional anesthesia

Spinal

Epidural

Nerve block: single shot/continuous

Invasive monitoring

Arterial line

Central venous catheter

Pulmonary artery catheter

ASA classification

1–6 (E)



Preoperative System Review



Cardiovascular


In general, history should include questions about hypertension (diastolic BP < 110 mmHg), angina, myocardial infarction, congestive cardiac failure, arrhythmias (atrial fibrillation on warfarin), valvular disease, lipids status, and the presence of a pacemaker/AICD. Specific guidelines for preoperative cardiac evaluation for noncardiac surgery were initially developed in 1980 by the American Heart Association and American College of Cardiology. This included an algorithm to assist in clinical decision making for cardiac evaluation. The most recent revision of this was in October 2007. The algorithm (Table 2.2) is now based on several factors:


Table 2.2
Cardiac evaluation algorithm




























































Active cardiac conditions

Surgical risk

Functional capacity

Clinical risk factors

Surgical class

Plan

Yes
       
Testing and treatment

No

Low
     
Surgery

Intermediate or high

>4 MET
   
Surgery

<4 MET

3 or more

Vascular

Testing/surgery

Intermediate

Surgery/beta-blockers or testing

1–2

Vascular

Surgery/beta-blockers or testing

Intermediate

Surgery/beta-blockers or testing

None

Vascular

Surgery

Intermediate

Surgery


MET metabolic equivalent of task




  • Need for surgery


  • Presence of active cardiac conditions


  • Surgical risk


  • Functional capacity


  • Clinical indicators/risk factors


Need for Surgery

During emergency surgeries, cardiac complications are significantly increased, up to 2–5 times more frequent when compared to similar elective procedures. Due to the nature of emergency surgery, it is not possible to optimize the patient with significant cardiac comorbidities that are currently not under control. In addition, the nature of the surgery and the insult to the system that has already occurred may make perioperative precautions (i.e., maintenance of blood pressure, avoidance of anemia, use of invasive monitors, etc.) all that one can do to decrease perioperative morbidity and mortality.

If the surgery is emergent, then surgery needs to happen regardless of the patient’s comorbidities. The physician should determine cardiac status and tailor anesthetic management based on that. However, if the surgery is not an emergency, the physician needs to determine the surgical risk, whether or not the patient has active cardiac conditions, clinical risk factors, and what the patient’s functional capacity is, and tailor preoperative workup based on this.


Active Cardiac Conditions

If a patient has any active cardiac conditions, this mandates further evaluation and intensive management, which may result in surgical delay. Active cardiac conditions are listed in Table 2.3. If a patient has active cardiac conditions involving the coronary arteries, then one must take into consideration how long the surgery can wait. This timing is related to the period that the patient needs to be on antiplatelet medication after revascularization:


Table 2.3
Active cardiac conditions




























Unstable coronary syndromes

Unstable angina

Acute myocardial infarction within 30 days

Congestive heart failure

Decompensated

Arrhythmias

Heart block

Atrial fibrillation

Ventricular tachycardia

Symptomatic bradycardia

Severe valvular disease

Severe aortic stenosis (mean pressure gradient greater than 40 mmHg, valve area less than 1 cm2, presence of symptoms)

Symptomatic mitral stenosis





  • Balloon angioplasty—delay surgery 2–4 weeks


  • Bare metal stent—delay surgery 4–6 weeks to allow endothelialization of stent. Administer aspirin and Plavix for 4 weeks.


  • Drug-eluting stent—need to complete 12 months of dual antiplatelet therapy


Surgical Risk

Surgical risk is divided into three categories—high (vascular), intermediate, and low (Table 2.4). The evaluating clinician must also take into account the type of surgery the patient is scheduled to undergo. Factors related to the type of surgery are a function of the degree of invasiveness. Therefore, the amount of expected blood loss, duration of the procedure, potential patient-related stress, and fluid shifts associated with the procedure all need to be taken into account. Once all of these factors are evaluated, a final decision can be made as to the patient’s potential for experiencing a perioperative cardiac complication. Patients undergoing low-risk surgery do not need any additional cardiac testing, unless of course active cardiac conditions are present.


Table 2.4
Surgical risk
































High—vascular (cardiac risk >5 %)

Intermediate (cardiac risk 1–5 %)

Low (cardiac risk <1 %)

Aortic

Orthopedic

Endoscopy

Major vascular

Head and neck

Breast

Peripheral vascular

Prostate

Eye
 
Intraperitoneal or intrathoracic
 
 
Carotid endarterectomy
 


Functional Capacity

Functional capacity involves assessing metabolic equivalent of task (MET) (Table 2.5). If the patient is unable to obtain an exercise level of 4 MET or MET cannot be obtained, further testing may be warranted depending on the patient’s clinical risk factors and the invasiveness of surgery. Patients who can achieve more than 4 MET rarely need any additional cardiac testing.


Table 2.5
Assessing metabolic equivalent of task (MET)
























MET

Activity

Perioperative cardiac risk

1–3 MET

Taking care of yourself (eating, desk work), walking 1–2 blocks

High

4–9 MET

Climb stairs, walk briskly, running short distance, moderate sports

Intermediate to low

10 MET or greater

Active sports (swimming, ski, jogging)

Low


Clinical Risk Factors

If the patient is undergoing intermediate-risk surgery and has an activity level of less than 4 MET, one must establish how many clinical risk factors the patient has (Table 2.6). If there are no clinical risk factors then one may proceed with surgery. If one or more risk factors are present, then additional cardiac testing may be considered if it will change management. If no cardiac testing is decided, then one may proceed with surgery with heart rate control.


Table 2.6
Clinical risk factors

































Heart disease

Myocardial infarction >1 month

Positive stress test

Nitroglycerin use

Angina

Q waves on EKG

Congestive heart failure (CHF)

History of CHF

Positive chest X-ray (pulmonary vascular redistribution)

Peripheral edema, presence of third heart sound (S3) and rales on chest auscultation, dyspnea

Cerebrovascular disease

History of stroke or transient ischemic attack (TIA)

Diabetes mellitus

Insulin therapy

Renal insufficiency

Serum creatinine > 2

If the patient is undergoing high-risk surgery and has an activity level of less than 4 MET, one must establish how many clinical risk factors the patient has. If there are no clinical risk factors, then it may be fine to proceed with surgery. If there are 1–2 clinical risk factors, then consider additional cardiac testing if it will change management, or proceed to the operating room with heart rate control. If there are three or more clinical risk factors, then proceed with additional cardiac testing.


Pulmonary



Asthma and COPD

Both asthma and COPD increase the risk of postoperative respiratory failure. The history should include questions about the type of therapy including steroid use, severity (ER visits, intubation), and any aggravating factors, such as aspirin use or exercise. The patient should be instructed to continue their inhalers as usual and to bring them with them on the day of surgery. If the patient has worsening symptoms or poorly controlled COPD/asthma, a pulmonary consult may be warranted.


Sleep Apnea

The evaluating physician should inquire about snoring (confirmed by a partner), hypertension, chronic fatigue, and obesity. Patients that wear continuous positive airway pressure (CPAP) masks should be instructed to bring their machines on the day of surgery.


Smoking

Patients should be instructed to stop smoking before surgery. Smoking increases airway reactiveness, inhibits ciliary motility to remove secretions, causes poor wound healing, and increases the rate of complications after surgery. The maximal beneficial effects occur if smoking is stopped for at least 8 weeks prior to surgery. However, carboxyhemoglobin (carbon monoxide—CO) levels decrease in the first 12–24 h after stopping smoking (improves oxygenation). Both nicotine and CO have negative effects on the heart (increase oxygen demand, decrease contractility). It should be noted that in some patients, airway reactiveness and secretions might increase paradoxically for about a week after smoking cessation.


Neurological


In general, one should inquire about diseases such as multiple sclerosis, myasthenia gravis and muscular disorders, and spinal cord injury (level of lesion—risk of hypertensive crisis in lesions above T6). The evaluating physician should inquire about the type of seizure type, frequency, and medications. Antiseizure medications should be continued throughout the perioperative period. If the patient cannot take oral medications postoperatively, then intravenous formulations should be substituted. Any baseline functional and neurological impairments (any residuals) should be documented. If the patient has advanced dementia, the evaluating physician may need to take history or to get informed consent from a family member or health care proxy.


Renal


Chronic kidney disease is a complex systemic disease that results commonly from conditions, such as diabetes mellitus, hypertension, and glomerulonephritis. For patients on hemodialysis, the frequency and route of administration of dialysis should be documented, including a plan for timing of dialysis perioperatively. A potassium level should be obtained preoperatively. Volume control is a critical issue in dialysis patients, and these patients may be prone to hypotension.


Hepatic


Etiologies of liver disease include alcoholic, infectious, autoimmune, or neoplastic processes. End-stage liver disease may manifest with ascites, coagulopathies, and encephalopathy with alterations in drug distribution and metabolism. Platelet count and coagulation profile should be evaluated preoperatively in these patients.

Only gold members can continue reading. Log In or Register to continue

Stay updated, free articles. Join our Telegram channel

Sep 18, 2016 | Posted by in ANESTHESIA | Comments Off on Preoperative Evaluation

Full access? Get Clinical Tree

Get Clinical Tree app for offline access