Professional Documents
Culture Documents
Pre-Operative Assessment Study Guide REVISED: 2018: Created By: Edited By: Dr. Chris Young June 2018
Pre-Operative Assessment Study Guide REVISED: 2018: Created By: Edited By: Dr. Chris Young June 2018
In the past many patients were During your anesthesia rotation, you will
admitted to hospital 1-2 days prior to have opportunity to practice the
their surgery. During this time they were knowledge and skills you will acquire in
seen by their anesthesiologist, had this study guide, both in the OR and in
opportunity to discuss their anesthetic the preoperative assessment clinic.
and any pre-operative work up needed
was done. In the era of increasing fiscal The study guide is set up with
constraints most patients are now information on the left hand side of the
admitted on the morning of their page and tasks or readings to assist you
procedure and time for pre- on the right hand side of the page. The
optimization is not available unless answers to the questions can be found
surgery is cancelled. This works for the at the back of the study guide for you.
majority of patients, but what about The aim of the guide is to assist you in
patients with significant health learning about pre-operative
concerns? For this reason the pre- assessment.
operative assessment clinic (PAC) has
been developed to address our more If you have any concerns or questions
complex patients. This is a clinic where please contact either Dr. Melinda Davis
patients are seen weeks to months prior or Niza Delic at 403-944-2298.
to their surgery so that additional
consults, tests and pre-optimization can
occur. The PAC nurses use screening
tools and algorithms, and their own
experience to determine who needs to
be seen in the clinic. Our surgical
colleagues’ are also able to directly refer
their patients for assessment.
1. It offers opportunity to
determine a patient’s medical
and surgical problems.
2. It allows for further
investigation, consultation and
treatment in patients who are
not well optimized. *Created by: Edited by: Dr. Chris Young
3. It allows the anesthesiologist
June 2018
time to discuss with the patient
anesthetic options and provide
1
I. Gathering Information
The Anesthetic History
Read: Ottawa Anesthesia
Primer – Chapter 3
Determining patient problems is one of
the most important aspects of the pre-
operative assessment of a surgical
patient. An anesthetic history must be When conducting your
thorough and focus on both current and systems review for the cardiovascular
previous patient problems. Part of your system what patient symptoms would
job is also similar to a detective. You cause you concern? What are the
need to search out the medical possible etiologies?
conditions the patient was not even
aware of. For example the 50-year-old
male may not realize that his arm pain
when he works out is actually coronary
artery disease. The anesthetic history
has many components. These include:
and medications are needed. This is the anesthetic history of the patient and
assessment. a.
b.
c.
d.
3
Systems Review
Specific patient conditions have the
potential to increase a patient’s peri-
Read: Ottawa
operative risk. We will focus on a few
Anesthesia Primer - pages
conditions in 4 systems.
15-22
A. CNS
a. Stroke
b. High ICP
B. Respiratory
a. Asthma For each of the
e. Smoking
C. Cardiac
a. Angina/ recent MI
b. Hypertension
After an acute
c. Dysrhythmia
MI elective surgery should be
d. Hypovolemia
delayed until?
e. Valvular heart disease
a. 6 days post MI
f. CHF
b. 6 weeks post MI
D. GI/Renal/Endocrine
c. 6 months post MI
a. Reflux
d. 6 years post MI
b. Renal failure
c. Diabetes
Apfel Score:
This scoring system allows you to
estimate risk of post-operative
nausea and vomiting. It’s
important to remember that
4
there are other factors that mouth. A complete airway exam has
contribute to PONV including the many components:
type of anesthetic used and the 1. Mallampati assessment
type of surgery, however these 2. Mouth opening
factors are not included in the 3. Thyromental Distance
Apfel score. 4. C-spine range of motion
Risk Factor Number of PONV Risk 5. Dentition
Risk Factors
0 10%
Female 1 21%
Non-smoker 2 39%
Previous 3 61%
PONV/motion
sickness
Post-op opioid use 4 79% Read: Ottawa Anesthesia
Primer – pages 55-61
II. Anesthetic Physical Exam
Airway Exam
6
4. C-spine range of motion and
instability
7
Bag-Mask Ventilation:
The reason we ask about capped, Though we often emphasize skills to
crowned and veneers is they are more assess difficult laryngoscopy,
prone to damage or breaking during anesthesiologists intuitively
laryngoscopy! simultaneously assess predicted
difficulty of bag-mask ventilation. Bag-
mask ventilation is a life-saving skill that
all physicians should be able to perform.
Try practicing the airway exam with
your colleagues during independent The acronym BONES can help us
study time! remember features of difficult bag-mask
ventilation.
B – beard
O – obese/older age
N – no neck/neck stiffness
E – edentulous
S – stridor/snores
What teeth are the most
prone to damage during laryngoscopy?
Supraglottic Airway:
The acronym RODS can be used to
predicted the difficulty of inserting a
SGA.
8
Cardiopulmonary Assessment
A thorough cardiopulmonary
assessment is also important pre-
Read:
operatively. The cardiovascular and Ottawa Anesthesia Primer –
pulmonary systems are subject to many pages 16-19
changes under anesthetic. Individuals
with acute or chronic disease in these
systems may be at higher risk when
undergoing an anesthetic. When
examining a patient you should include: Conduct your cardio-
pulmonary exam in a quiet
A. Vital signs location. It may be difficult
B. Cardiac to auscultate subtle
a. Auscultation of carotids murmurs in a noisy
b. Auscultation for murmurs environment.
and heart sounds
c. Check pulses
C. Respiratory
a. Auscultation of bilateral
lung fields
9
Peripheral Exam III Pre-operative Investigations
10
A. Laboratory Investigation: CBC,
electrolytes etc.
B. Diagnostic imaging: Chest x-
Read: Ottawa Anesthesia Primer – ray, CT scan
pages 26-29 C. Pulmonary Lab: Arterial blood
gas
Fleisher LA, Beckman JA, Brown KA, et D. Cardiac lab: Echocardiogram,
al. American College of Thallium
Cardiology/American Heart Association For pre-operative cardiac testing the
Task Force on Practice Guidelines. American heart association and the
Circulation 2007; 116:1971-96 Canadian Cardiovascular Society give
us guidelines to help determine what
investigations are needed considering
non-cardiac surgery. Read the
In keeping with Choosing Wisely, there AHA/ACC guidelines listed earlier
has been a move away from screening referenced
style investigations of all patients
regardless of their comorbidities or
surgical procedure (i.e. all patients used
to have CBC, lytes, Cr, INR, PTT and an
For the four categories of
ECG for even minor procedures). For
investigations on the list above, record
any investigation chosen, the question
as many examples of investigations as
must be asked “how will this result
possible.
change perioperative management?”
There are many types of pre-operative
investigations one may consider. A few
examples are:
11
For each of the following
patients list the pre-op investigations
Consults
you would order.
We sometimes need to ask for others’
opinions on a patient. For example a
1. 72 yr old female with
cardiologist’s advice may be helpful in
rheumatoid arthritis and
determining whether a patient with
decreased range of motion of
coronary artery disease requires cardiac
neck. She is coming for hip
intervention prior to a non-cardiac
surgery.
surgery
2. 25 yr old female with poorly
controlled asthma coming for a
tubal ligation
3. 68 yr old male with history of
rheumatic fever and a new
murmur coming for gallbladder
surgery
IV Pre-optimization
Now that we have taken our history, For each patient you see
done our physical and reviewed our think about whether another
ask if there is anything we are able to do Review this with your consultant.
13
Match each patient listed
on the left with an appropriate pre-
medication on the right. You will not
use all of the answers.
14
Continuation of Chronic Medications
A. Anticoagulants (Warfarin,
Coumadin, Heparin, Fragmin) Mr. Smith is on coumadin
B. Diabetes Medications (oral and for chronic atrial fibrillation. How many
insulin) days pre-op should he stop? Are there
C. ACE inhibitors or ARBs special orders for him on the morning of
D. Herbal medications. surgery?
15
V Peri-operative Risk
Assessment
There are many available classification Read: Ottawa Anesthesia
Practice assigning an
ASA class to the patients you see in the
OR.
16
Revised Cardiac Risk Index
The RCRI was created in 1999 as a
modification of an older (1977) score.
The patient you are
It uses 6 independent variables to
assessing for a bowel resection is over
identify patients at risk of cardiac
70, had an MI over 6 months ago, has
complications. The risk increases with
hypertension, and chronic renal
the number of variable present.
impairment (creatinine 190
1. History of ischemic heart disease
micromol/L). What is his preoperative
2. History of congestive heart failure
cardiac risk according to the RCRI?
3. History of cerebrovascular disease
(stroke or transient ischemic attack)
XI Fasting Guidelines
4. History of diabetes requiring
Fasting guidelines are recommendations
preoperative insulin use
in place for elective surgery to help
5. Chronic kidney disease (creatinine >
reduce the risk of gastric aspiration.
177 micromol/L)
They are used regardless of the type of
6. Undergoing suprainguinal vascular,
anesthetic (general, regional, local). The
intraperitoneal, or intrathoracic
minimum fasting duration for elective
surgery.
surgery is:
Risk of MI, cardiac death or non-fatal
cardiac arrest:
• 8 hours post meal (meat, fried or
0 predictors = 0.4%,
fatty foods)
1 predictor – 0.9%,
• 6 hours post a light meal (toast,
2 predictors = 6.6%,
milk, infant formula)
> 3 predictors = >11%
• 4 hours post breast milk
• 2 hours post clear fluids.
Practice applying the ASA and the
RCRI classifications to your patients in
With emergent or urgent surgery the
the pre-operative clinic. Review your
risk of delaying the surgery must be
findings with an attending.
weighed against the risk of aspiration.
17
Prevention of Aspiration
There is no way to completely eliminate
Read: CAS fasting the risk of aspiration. There are some
guidelines measures that will reduce the risk
www.cas.ca • Pre-optimization
• Anesthetic technique
• Post anesthetic care
The review of systems for cardiac is done to look for evidence of cardiac
dysfunction. A positive answer to any of the following questions could be
cause for concern
a. Do you ever get chest pain? What brings it on? How long does
it last? Can you describe it? Your concern here is that the
patient is experiencing angina and may have coronary artery
disease.
b. Do you ever get palpitations? Does you heart ever race out of
control? Have you had to come to emergency with it? Does it
make you lose consciousness? Here your concern is malignant
arrhythmia.
c. Do you get short of breath when you lie flat? How many
pillows do you sleep on? Do you have trouble with ankle
swelling? Here you are looking for symptoms of congestive
heart failure.
d. For a patient with a murmur you want to look for evidence that
the murmur is hemodynamically significant. Do you get dizzy
or pass out? Do you get short of breath with activity? Do you
feel your heart race out of control?
19
Question page 3: For each of the following activities what is the metabolic
equivalent (MET’s)?
Second question page 3: List four reasons the anesthetic history of the
patient and family is important?
20
First question page 4: For each of the chronic diseases listed on the left
consider why it may increase a patient’s peri-operative risk?
21
First question page 6: Can you think of a few pre-existing conditions and
acute conditions that would reduce a patient’s mouth opening?
Second question page 6: What is the normal distance for mouth opening
(how many fingerbreadths)?
22
Second question page 7: Can you think of some chronic diseases/ patient
conditions that would result in a decrease range of motion of the neck?
There are a number of patient conditions that may result in a decrease range
of motion of the neck.
a. Arthritis: Osteoarthritis, Rheumatoid arthritis, ankylosing
spondylitis, Osteophyte formation.
b. Trauma: Cervical spine fusion, c-spine collar
c. Obesity: Decrease range of motion from posterior fat pad.
Third question page 7: Can you think of some pre-existing conditions that
may have associated c-spine instability? Why is this important?
23
Question page 8: What teeth are the most prone to damage during
laryngoscopy?
In general any capped, crowned or veneered teeth are at risk as they are not
as strong. Front top teeth (especially the incisors) are more at risk than
bottom or back teeth.
Question page 10: Can you think of some anatomical problems or chronic
disease conditions that may make placing a spinal difficult?
Anything that affects the alignment of the spine, the spaces between the
spinal bones or the ability to palpate them will make a spinal more difficult.
Question page 11: For the four categories of investigations on the left list as
many examples of investigations as possible.
24
n. Cardiac Lab: ECG, ECHO, THALLIUM, Angiogram,
dobutamine echo.
Question page 12: For each of the following patients list the pre-op
investigations you would order.
25
Question page 14: Match each patient listed on the left with an appropriate
pre-medication on the right. You will not use all of the answers.
B. 25 -yr- old male with chronic prednisone for colitis coming for a
colectomy. He has a penicillin allergy.
Hydrocortisone 100 mg IV 30 minute’s pre-op.
26
First question page 15: Mrs. Smith takes metformin three times per day for
her diabetes. When should she stop taking it prior to surgery? Write orders
to cover her diabetes peri-operatively.
Second question page 15: What is she was on long-acting and short-acting
insulin? How would you advise her to manage her insulin before surgery?
Long-acting insulin: take half of her normal dose the evening before
surgery. She won’t require the full dose because she won’t be eating for part
of the day
Short-acting insulin: do not take any short-acting insulin because she will
not be eating pre-operatively (see NPO guidelines)
Third question page 15: Mr. Smith is on coumadin for chronic atrial
fibrillation. How many days pre-op should he stop? Are there special orders
for him on the morning of surgery?
27
Fourth question page 15: Why hold ACEs and ARBs prior to surgery? Are
there any exceptions to this rule?
Question page 16: For each of the following patients assign an ASA class.
Question page 17: The patient you are assessing for a bowel resection is
over 70, had an MI over 6 months ago, has hypertension, and chronic renal
impairment (creatinine 190 micromol/L). What is his preoperative cardiac
risk according to the RCRI?
28
Question page 18: If Mr. Smith had eggs and bacon for breakfast at 7 am
and has arrived for his elective surgery at what time would it be safe to
proceed?
This would qualify as a heavy meal therefore 8 hours after it. He will be
ready at 15:00. The practicalities moving patient order on a busy elective
list can be challenging.
Second question page 18: For the three categories on the left list
preventative measures that fall in each one.
29
Third question page 18: For the six categories on the left list examples of
predisposing factors that may increase the risk of aspiration.
30