Dr. Belal Mansoor
Al-thowra Hospital
Medical faculty ,Taiz University
Taiz , Yemen
12/4/2018
OverviewOverview
The aim of preoperative evaluation
The aim of preoperative evaluation is
not to screen broadly for
undiagnosed disease
but
to identify and quantify any
comorbidity that may affect the
operative outcome.
The purpose of preoperative evaluation is not to give :
medical clearance but rather to:
To perform an evaluation of the patient’s current medical
status.
To make recommendations concerning the evaluation,
management, and risk of (cardiac) problems over the entire
perioperative period.
.
Purpose of the preoperative medical evaluation
PREOPERATIVE
EVALUATION AND
MANAGEMENT
Preoperative management
preoperative evaluation:
1)History and physical examination
2)Surgical Risk Factors
3)Preoperative investigations:
4)Perioperative Management of medications
preoperative preparation.
1)General preoperative preparation.
2)Special preoperative preparation
Depending on the type of the operation
depending on the (organ) system
Steps to preoperative Evaluation
1
Surgical Risk Factors
2
3
Perioperative Management
of medications
4
History and physical examination .
Preoperative Testing
History and physical examination.
Key elements of the history should include
preexisting medical conditions known to
increase operative risk, such as:
ischemic heart disease,
congestive heart failure (CHF),
renal insufficiency,
prior cerebrovascular accident (CVA),
diabetes mellitus.
Prior operations, operative complications,
medication allergies,
the patient's use of tobacco, alcohol, and/or drugs
should also be noted.
History and physical examination.
Standardized preoperative
screening questionnaires
have been developed for
the purpose of identifying
patients at intermediate or
high risk who would benefit
from a more detailed
clinical evaluation.
SABISTON TEXTBOOK of SURGERY 20
th
edition-2017
Surgical Risk
Factors
Type of Procedure
-Acc/AHA Guidelines (American College of Cardiology and the American Heart
Association(
High
<5%
Emergent major
operations,
particularly in
elderly
- Aortic and major
vascular
procedures
- Peripheral
vascular
procedures
- Prolonged
procedures with
large fluid shifts
+/- blood loss
Intermediate
>5%
Intraperitoneal /
Intrathoracic surgery
Carotid endarterectomy
Head and neck surgery
Orthopedic surgery
Prostate surgery
Low
>1%
Endoscopic
procedures
Superficial
procedures
Cataract surgery
Breast surgery
Many physicians have mistakenly assumed that spinal Many physicians have mistakenly assumed that spinal
anesthesia is safer than general anesthesia for high-risk anesthesia is safer than general anesthesia for high-risk
patients. patients.
randomized studies comparing the 2 modalities have randomized studies comparing the 2 modalities have
shown shown no difference no difference in cardiopulmonary complications in cardiopulmonary complications
or mortality.or mortality.
The final decision The final decision about the type of anesthesia is about the type of anesthesia is
ultimately the responsibility of the anesthesiologist.ultimately the responsibility of the anesthesiologist.
Patients Risk
Factors
The ACS NSQIP surgical risk calculator
is a decision-support tool based on reliable
multi-institutional clinical data, which can
be used to estimate the risks of most
operations.
The ACS NSQIP surgical risk calculator will allow
clinicians and patients to make decisions using
empirically derived, patient-specific
postoperative risks.
SABISTON TEXTBOOK of SURGERY 20
th
edition-2017
ACS NSQIP, American College of Surgeons National Surgical Quality Improvement Program
ACS NSQIP, American College of Surgeons National Surgical Quality Improvement Program
Patients Risk Factors
ACC-AHA - American College of Cardiology and the American Heart Association
American College of Cardiology (ACC)/American Heart Association (AHA
Preoperative laboratory testingPreoperative laboratory testing
Ordering Ordering fewer selective as indicated fewer selective as indicated by:by:
the medical historythe medical history
physical examination .physical examination .
medicationsmedications
Complete blood cell (CBC) count:
Hemoglobin level for major surgery with significant
expected blood loss or in patients 65 years or
older.
S.Electrolytes
not routinely recommended.
serum creatinine
for all patients older than 50 years, especially if
hypotension or the use of nephrotoxic medications
is anticipated.
Routine preoperative testing
for elective surgery in healthy individuals.
Blood sugar (blood glucose)
routine measurement of glucose is not
recommended in all cases. Only in certain
operations, such as:
vascular surgery and
coronary artery bypass grafting (CABG),
diabetes was associated with higher
perioperative risks.
Liver enzymes:
Because most patients with severe aminotransferase
enzyme elevation are likely to be symptomatic, and
jaundice may be detected by physical examination,
routine preoperative testing (preoperative screening) is
not recommended for healthy individuals.
Routine preoperative testing
for elective surgery in healthy individuals.
Hemostasis:
in healthy elective surgery patients :
-PT, aPTT, and bleeding time are not recommended
for routine preoperative testing (preoperative
screening).
Pregnancy testing
in all reproductive-age group women.
History alone may not be completely reliable to
exclude pregnancy.
Urinalysis (UA)
urine analysis should not be routinely done for
asymptomatic patients .
Imaging studies
ECG :
in patients undergoing high-risk surgery (eg,
vascular surgery) or intermediate-risk
surgery and with at least one risk factor
The AHA recommends ECG in all severely
obese patients (body mass index ≥40kg/m
2
)
with at least one other risk factor
CXR in patients older than 60 years
unless underlying heart or lung disease
is a possibility.
Preoperative investigations:
No laboratory test must be repeated
if results were normal within 4
months of the surgery and no change
in the patient's clinical status
occurred.
General The preoperative preparation
Rules, interventions
Psychological support (to release fear
and anxiety) .
Analgesia.
Removal of cosmetics, contact lenses,
dentures, etc.
Menstruation is not a contraindication;
the operation need not be postponed.
Fasting ??
ASA fasting guidelines
ASA (American Society of Anesthesiologists)
SABISTON TEXTBOOK of SURGERY 20
th
ed.
General The preoperative preparation
securing intravenous routes for fluid
therapy, drug administration or transfusion
(if necessary).
Emptying the intestines (enemas and
laxatives).
Nasogastric catheter (if necessary).
urinary catheters (if necessary).
Toilette (bathing and shaving ???).
Thrombosis prophylaxis.
Antibiotic prophylaxis (if necessary, e.g.
before a septic operation).
Shaving hair
Hair should not be removed from the operative site
unless it physically interferes with accurate anatomic
approximation of the wound edges.
If hair must be removed, it should be clipped in the
operating room.
Shaving hair from the operative site, particularly on
the evening before surgery or immediately before the
wound incision, increases the risk for wound infection.
Povidoneiodine and chlorhexidine/alcohol should be
allowed to dry.
RUSH UNIVERSITY MEDICAL CENTER Review of Surgery Fifth Edition
Special
preoperative preparation
Special preoperative preparation
Depending on the type of the operation
Operation for obstructive jaundice : Vitamins K and C, fresh frozen
plasma and placing stents to secure bile drainage.
Removal of stomach tumor: Gastric lavage, ..
Colon surgery: as in ERAS
oSpecific Considerations in Preoperative Management
(depending on the (organ) system)
Cerebrovascular disease
Known or suspected cerebrovascular disease requires special
consideration:
1.The asymptomatic carotid bruit :
Fewer than 50% of bruits reflect hemodynamically significant
disease .No increase in risk of stroke has been demonstrated
during noncardiac surgery in the presence of an asymptomatic
bruit.
1.Patients with recent transient ischemic attacks (TIAs):
Patients with symptomatic carotid artery stenosis should have an
endarterectomy or carotid stenting before elective surgery.
1. Elective surgery for patients with a recent CVA :
should be delayed for a minimum of 2 weeks, ideally for 6 weeks.
Cardiovascular disease
Cardiovascular disease is one of the leading causes of death after
noncardiac surgery.
The following risk factors have been associated with perioperative
cardiac morbidity:
The patient's age (>70 years)
Unstable angina
Elective operation in patients with unstable angina is
contraindicated and should be postponed pending further
evaluation.
Recent MI
General recommendations are to wait 4 to 6 weeks
after MI to perform elective surgery.
Respiratory system
Pulmonary Complications of Noncardiac Surgery
More recently, the definition of a "pulmonary
complication" has been restricted to those that are
clinically significant, including:
pneumonia,
respiratory failure with prolonged mechanical ventilation,
bronchospasm,
atelectasis,
exacerbation of underlying chronic lung disease.
Respiratory system
All patients All patients undergoing noncardiac surgery should be assessed for risk undergoing noncardiac surgery should be assessed for risk
of pulmonary complicationsof pulmonary complications . .
Patients undergoingPatients undergoing
emergency emergency
prolonged (>3 h) surgeryprolonged (>3 h) surgery
aortic aneurysm repairaortic aneurysm repair
vascular surgeryvascular surgery
major abdominal surgerymajor abdominal surgery
thoracic surgerythoracic surgery
neuro, head, and neck surgery; and general anesthesia.neuro, head, and neck surgery; and general anesthesia.
should be considered to be at should be considered to be at higher risk higher risk
for postoperative pulmonary for postoperative pulmonary
complications.complications.
Pulmonary risk Pulmonary risk reductionreduction preoperatively preoperatively
Decrease or cease smoking.
Cessation for 2 weeks will improve carbon monoxide levels, but secretions still can be a problem.
Increase/optimize bronchodilator therapy. treat airflow obstruction in
patients with COPD or asthma
Administer antibiotics and delay surgery if respiratory infection is present.
Incentive spirometry. begin patient education regarding post-operative lung-
expansion maneuvers.
)benefit if at least 8
weeks preoperatively(
Diabetes MellitusDiabetes Mellitus
the stress response to surgery and many of the drugs used the stress response to surgery and many of the drugs used
during surgery and anaesthesia increase insulin resistance, during surgery and anaesthesia increase insulin resistance,
worsening worsening diabetic controldiabetic control..
Tighter control Tighter control of the glucose level may improve outcomes in of the glucose level may improve outcomes in
critically ill patients.critically ill patients.
Tight glucose control is Tight glucose control is not associated not associated with a significant with a significant
reduction in reduction in hospital mortality.hospital mortality.
The American College of Endocrinology The American College of Endocrinology recommends a target recommends a target
glucose of glucose of <110 mg/dL <110 mg/dL in patients requiring in patients requiring ICU care ICU care and and <180 <180
mg/dL mg/dL in all other inpatients.in all other inpatients.
There is There is no evidence no evidence that high levels of that high levels of HbA1cHbA1c are associated are associated
with a higher risk for with a higher risk for complications.complications.
DM contDM cont.
Perioperative management of all diabetic patients requires Perioperative management of all diabetic patients requires
frequent blood glucose monitoring frequent blood glucose monitoring to prevent hypoglycemia and to prevent hypoglycemia and
to ensure prompt treatment of hyperglycemia .to ensure prompt treatment of hyperglycemia .
Patients whose diabetes is controlled by Patients whose diabetes is controlled by diet alone diet alone do not do not
require any special preoperative measures other than require any special preoperative measures other than
monitoring serum glucose.monitoring serum glucose.
Patients Patients taking insulin taking insulin are most often given are most often given half to two thirds half to two thirds of of
their usual intermediate-acting insulin on the morning of their usual intermediate-acting insulin on the morning of
surgery and are then given surgery and are then given short-acting insulin on a sliding short-acting insulin on a sliding
scale scale based on finger stick monitoring.based on finger stick monitoring.
DM contDM cont..
MetforminMetformin should be discontinued in patientsshould be discontinued in patients 48 48
hours hours before surgery to minimize the likelihood of before surgery to minimize the likelihood of
developing lactic acidosis.developing lactic acidosis.
Any Any long-acting oral long-acting oral agents should be agents should be
discontinued discontinued 48 to 72 hours 48 to 72 hours before surgery. before surgery.
because of the risk for because of the risk for intraintraoperative operative
hypoglycemia.hypoglycemia.
Essential Surgical Practice Fifth Edition 2015
Withholding insulin from patients with type 1 diabetes leads
to acidosis and may prove fatal.
HyperthyroidismHyperthyroidism
Surgery need not be delayed in patients with Surgery need not be delayed in patients with mild mild
hyperthyroidism.hyperthyroidism.
Elective surgery: Elective surgery:
should be should be postponed postponed in patients who are symptomatic or have resting in patients who are symptomatic or have resting
tachycardia until they are tachycardia until they are euthyroid .euthyroid .
Treatment of Treatment of a thyrotoxic a thyrotoxic patient undergoing patient undergoing urgent or urgent or
emergency surgeryemergency surgery includes a combination of :includes a combination of :
to control the resting heart rate to to control the resting heart rate to < 90 < 90
beats per minutebeats per minute..
β-blockers, β-blockers,
antithyroid agents, antithyroid agents,
and iodine and iodine
as well as prophylactic corticosteroid supplementation, as used for as well as prophylactic corticosteroid supplementation, as used for
thyroid storm thyroid storm
HypothyroidismHypothyroidism
Patients with Patients with mild to moderate mild to moderate hypothyroidism tolerate surgery hypothyroidism tolerate surgery
reasonably well .reasonably well .
Elective surgery: Elective surgery:
should be delayed in patients with severe hypothyroidism until should be delayed in patients with severe hypothyroidism until
adequate thyroid hormone replacement can be achieved. adequate thyroid hormone replacement can be achieved.
For emergency surgeryFor emergency surgery ::
Intravenous l-thyronine Intravenous l-thyronine (T(T
33) or T) or T
4.4.
Adrenal gland suppression or adrenal insufficiency
In general, patients who have taken any dose of
corticosteroid for less than 3 weeks or who are being
managed chronically with alternative therapy should
take the same dose perioperatively.
perioperative stress therapy with hydrocortisone,.
Tapering to preoperative maintenance doses can be
accomplished in 2 to 3 days.
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pheochromocytoma
control of hypertension
Morphine and phenothiazines may precipitate a
hypertensive crisis and should be avoided
preoperatively.
arterial line inserted, and a central venous pressure.
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Renal Perioperative MedicineRenal Perioperative Medicine
In patients undergoing noncardiac surgery, renal In patients undergoing noncardiac surgery, renal
insufficiency is an independent predictor of insufficiency is an independent predictor of
postoperative cardiac and pulmonary complications.postoperative cardiac and pulmonary complications.
(serum creatinine >2.0 mg/dL) & (blood urea nitrogen (serum creatinine >2.0 mg/dL) & (blood urea nitrogen
>22 mg/dL) >22 mg/dL)
Elective surgery should be delayed in patients who are Elective surgery should be delayed in patients who are
volume depleted volume depleted until volume repletion occurs.until volume repletion occurs.
Patients on hemodialysis Patients on hemodialysis should be dialyzed should be dialyzed the day the day
before surgerybefore surgery to minimize acute shifts in fluid- to minimize acute shifts in fluid-
electrolyte and acid-base balance and should be followed electrolyte and acid-base balance and should be followed
by a nephrologist perioperatively.by a nephrologist perioperatively.
Hepatic Perioperative MedicineHepatic Perioperative Medicine
Patients with Patients with acute viral or alcoholic hepatitis acute viral or alcoholic hepatitis tolerate surgery tolerate surgery
poorly, and poorly, and delaying surgery delaying surgery until recovery is recommended if until recovery is recommended if
possible.possible.
Patients with Patients with chronic hepatitis chronic hepatitis without evidence of hepatic without evidence of hepatic
decompensation generally tolerate surgery well.decompensation generally tolerate surgery well.
Preoperative treatment Preoperative treatment to improve encephalopathy, ascites, to improve encephalopathy, ascites,
and coagulopathy appears to reduce risk in these patients.and coagulopathy appears to reduce risk in these patients.
A conservative approach would be to A conservative approach would be to avoid elective surgeryavoid elective surgery in in
patients with patients with class Cclass C cirrhosis and those with cirrhosis and those with class A or B class A or B
cirrhosis and concomitant active hepatitiscirrhosis and concomitant active hepatitis..
Hematologic Risk
Anemia is the most common laboratory
abnormality encountered in preoperative patients.
Mild anemia does not predict poor operative outcome and
while it is traditional to recommend that patients be
transfused for hematocrit < 30 % , this may be unnecessary
for patients with chronic anemia.
Hematocrit < 24 % was associated with increased morbidity.
Similarly, severe thrombocytopenia (< 50,000) is associated
with increased bleeding complications.
Patients on antiplatelet medications (such as aspirin) or
who are chronically anticoagulated fall into two
categories.
1) Those needing "tight control" - i.e. those with
mechanical heart valves ,PCI can be placed on heparin
preoperatively.
2) Those in whom "loose control" is acceptable -
patients on aspirin for CAD or warfarin for CVA
prophylaxis - can discontinue anticoagulation a week prior
to surgery and resume the medications on postoperative
day one.
NSAIDS should also be discontinued five to seven days
before surgery.
In polycythemia vera, In polycythemia vera,
phlebotomyphlebotomy should be performed should be performed
to decrease the hematocrit to to decrease the hematocrit to
< 47% < 47% before elective operations.before elective operations.
Perioperative Management of MedicationsPerioperative Management of Medications
Herbal medicinesHerbal medicines be discontinued 1 week prior to be discontinued 1 week prior to
surgery; surgery;
Ginger Ginger , Ginseng, Garlic , Ginseng, Garlic can cause can cause bleeding.bleeding.
Ginseng Ginseng associated with associated with hypoglycemiahypoglycemia. .
Garlic Garlic associated with associated with hypoglycemia and hypoglycemia and
hypotension.hypotension.
Summary
Good communication is an essential feature of
preoperative evaluation.
The goal of preoperative risk assessment is to determine if a
patient is at average or increased risk for a specific procedure,
or to recommend diagnostic testing if this determination
cannot yet be made.
Utilize a stepwise approach to preoperative risk assessment.
Clinical data from a careful history and physical
examination are the critcal initial steps.
Use noninvasive testing judiciously.
Summary Cont.
Findings and recommendations should always be discussed Findings and recommendations should always be discussed
with with medical consultant. . .
Notes medical consultant should be brief, focused and
specific.
Follow the patient postoperatively.