Owing to the nature of our specialty, the in-person preoperative anesthesia evaluation is our only chance to earn your patient’s trust. It’s not the time to rebuild their entire medical history from the ground up, but rather to ask focused, meaningful questions that demonstrate you’ve reviewed their chart and thoughtfully planned a safe anesthetic tailored to their needs. Patients expect you to be confident, composed, and well-informed about their case. The preoperative holding area can be a challenging place for your patient. Patients are often bombarded with repetitive or confusing questions from multiple team members. Your role is to rise above the noise and be a calm, reassuring presence. Put them at ease. This is the most rewarding part of the job! A few minutes of focused, empathetic interaction can go a long way in setting the tone for a safer and more positive perioperative experience. As a trainee, you may not yet appreciate the emotional weight of the moment for the patient, or how your words are being received. Humor can fall flat or even seem inappropriate, especially when followed by a discussion of risks like anaphylaxis or postoperative stroke. That emotional whiplash isn’t reassuring; rather, it’s unsettling. Your goal is to be a calm, competent, and grounding presence. I hear a lot of awkward jokes in pre-op. I recommend waiting until you have a few years behind you, then you can work your personality into the conversation. Generic questions like “What is your name?” or “Do you have any medical problems?” suggest you haven’t reviewed the chart. Instead, start with: “I’ve reviewed your history, and I’d like to confirm a few things to make sure we’re planning the safest anesthetic for you.” Demonstrate that you’ve read their record and are applying it to your care. Rather than say, “Are you on any blood thinners?” to a patient with recent cardiac stents and dual antiplatelet therapy, instead say, “I see you’re on aspirin and clopidogrel, and your cardiologist advised stopping them on Sunday. Is that correct?” This signals to the patient that you’re informed, in the loop, and detail-oriented. Also, remember the preop nurse has likely completed a large portion of the groundwork: vitals, med reconciliation, and NPO confirmation. You can work with them, not around them. Zero in on what matters. Ask about new or worsening cardiac symptoms (e.g., dyspnea on exertion, orthopnea, chest pain, or edema), and review exercise tolerance. Other organ systems that warrant a pre-op review of systems include GI (in particular, you are screening for delayed gastric emptying), hematologic (DVT symptoms in a patient with recent trauma), and pulmonary. Be honest about what you don’t know. Don’t try to answer questions about a nerve block you’ve never performed, and definitely don’t speculate about the surgical procedure itself. If you’re unsure or concerned about something, speak to your attending first before alarming the patient. For example, saying “If we do sedation you will probably aspirate and we’ll have to intubate” creates unnecessary anxiety and may require de-escalation later. You should only share risk/benefit information with the patient when you are sure of its accuracy. Pay special attention to anticoagulants, seizure medications, opioids, Parkinson’s meds, SGLT-2 inhibitors, GLP-1 agonists, and antihypertensives. Ask precise, nonjudgmental questions that directly address relevant anesthetic issues. Chronic use of illicit substances may increase MAC but not predictably, and not in a way that would significantly alter your plan. The main consideration for these drugs is postoperative withdrawal, which is most pronounced with alcohol. There is little evidence that cocaine use causes clinically significant perioperative myocardial ischemia, outside of acute intoxication. Your job is to be your patient’s trusted advocate, not to conduct a stressful moral audit. The airway exam is just as important to evaluate through history as it is through physical findings. The Mallampati scoring system is one very small feature of the airway exam, one that is dwarfed by the more obvious, pressing issues that I have outlined in this section. It should also be noted that studies have demonstrated that neck circumference and thyromental distance are more strongly associated with difficult intubation than Mallampati. Most of the following airway red flags can be identified without even laying eyes on the patient, and they should immediately raise your level of concern. Even small lesions can behave unpredictably under sedation or paralysis. What seems manageable in a spontaneously ventilating patient can quickly devolve into complete airway obstruction during induction. Rescue efforts in an anatomically altered airway (oral airway, LMA, etc.) are much more likely to be difficult, bloody, or outright impossible. Prior airway surgery, neck radiation, tracheostomy, or craniofacial abnormalities create unpredictable and often unfavorable anatomy. This is the most clinically significant risk factor for difficult intubation. If it’s been hard before, it will be hard again, especially without a clear explanation or resolution. Take these reports seriously and obtain as much detail as possible. This includes patients with jaw surgery, trismus, oral malignancy, or prior trauma. Features such as micrognathia, prominent incisors, microcephaly, or congenital facial anomalies can complicate both mask ventilation and intubation. These may not affect the glottic opening but can collapse the airway below the cords, leading to severe ventilation issues. Warning signs include orthopnea or inability to lie flat, wheezing or stridor, and positional symptoms.
Chapter 12
The In-person Patient Evaluation
Conducting a Thoughtful and Focused Preoperative Interview
Airway Red Flags: What Should Raise Concern
Presence of Any Airway Mass
History of Airway Pathology
History of Difficult Intubation
Limited Mouth Opening
Dysmorphic Facial Features
Bronchial or Mediastinal Masses
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