Here is a structured summary of all 9 pages from Chapter 2: Pre-operative Evaluation & Management:
Chapter 2 - Pre-operative Evaluation & Management
GOALS OF PRE-OPERATIVE ASSESSMENT
- Reduce surgical/anesthetic morbidity and mortality
- Document conditions needing surgery, assess overall health, uncover hidden problems
- Determine perioperative risk and optimize patient's condition
- Educate patient about surgery, anesthesia, and pain management
- Reduce costs, shorten hospital stay, reduce cancellations
A. PRE-OPERATIVE HISTORY (Most Important Component)
Key areas to cover:
- Cardiovascular: MI (<6 weeks), hypertension, ischemic heart disease, arrhythmias - patients who can climb stairs without breathlessness have lower risk
- Respiratory: COPD, asthma
- GI: Hepatitis, peptic ulcer, GERD, chronic liver disease, obstructive jaundice
- Neurological: CVA, epilepsy, psychiatric illness
- Renal: Renal dysfunction, UTIs
- Endocrine: Diabetes, thyrotoxicosis, phaeochromocytoma
- Other: Previous surgery/anesthesia, malignancy, medications, smoking, alcoholism, bleeding disorders, drug allergies
B. PHYSICAL EXAMINATION
- Must include assessment of airway, lungs, heart + vital signs
- Abnormal findings must be investigated before elective surgery
Mallampati Airway Grading (patient seated, mouth open, tongue out):
- Grade I: Soft palate, fauces, uvula, pillars visible
- Grade II: Soft palate + part of uvula visible
- Grade III: Only soft palate seen
- Grade IV: Only hard palate seen
- Higher grade = higher risk of difficult intubation
Other predictors of difficult intubation:
- Long upper incisors, prominent overbite
- Cannot protrude mandibular incisors past maxillary incisors
- Inter-incisor distance <3 cm
- Uvula not visible when tongue protruded
- Highly arched/narrow palate
- Thyromental distance <3 fingerbreadths
- Short/thick neck, limited neck movement
C. INVESTIGATIONS
- Routine labs in healthy patients are NOT cost-effective
- Order based on history, age, surgery complexity
| Test | Indications |
|---|
| CBC | Major ops, anemia, ongoing blood loss, chronic disease, malignancy, sickle cell trait |
| Electrolytes/Creatinine | Major surgery, age >60, CVS/renal/endocrine disease, diuretics/digoxin/antihypertensives |
| ECG | Age >60, cardiovascular/renal/respiratory disease, diabetes |
| Clotting screen | Bleeding diathesis, liver disease, eclampsia, anticoagulation therapy |
| Chest X-ray | Cardiac history, respiratory symptoms, COPD, pulmonary cancer/metastasis/effusion |
| Pregnancy test | All women of childbearing age |
| Blood glucose/HbA1c | Diabetes, endocrine problems |
| LFTs | Jaundice, hepatitis, cirrhosis |
Advanced tests (coronary angiogram, cardiac perfusion scan, PFTs, ABGs, CT brain) if indicated.
ASA PHYSICAL STATUS CLASSIFICATION
| Class | Description |
|---|
| ASA 1 | No organic/physiologic/biochemical/psychiatric disturbance |
| ASA 2 | Mild-moderate systemic disturbance (e.g., controlled HTN, diabetes, mild COPD) |
| ASA 3 | Severe systemic disturbance limiting activity (e.g., poorly controlled HTN, angina, prior MI) |
| ASA 4 | Life-threatening systemic disturbance (e.g., CHF, advanced organ failure) |
| ASA 5 | Moribund patient - last resort surgery |
| ASA 6 | Brain-dead patient for organ donation |
| "E" suffix | Emergency operation |
SPECIFIC PRE-OPERATIVE PROBLEMS
Cardiovascular
Risk predictors (ACC/AHA):
- Major predictors: MI <6 weeks, unstable/severe angina (class III-IV), decompensated CHF, significant arrhythmias, severe valvular disease, CABG/PTCA <6 weeks
- Intermediate predictors: MI >6 weeks, mild angina, silent ischemia, compensated CHF (EF <0.35), diabetes, renal insufficiency
- Minor predictors: Family history, age >70, ECG abnormalities, low functional capacity, stroke history, uncontrolled HTN, hypercholesterolemia, smoking
Myocardial Infarction:
- Risk of perioperative MI decreases with time since infarction:
-
6 months: 5% | 4-6 months: 10-20% | <3 months: 20-30%
- Delay elective surgery 6 months post-MI
- After coronary stenting: delay until dual antiplatelet therapy completed (6 weeks)
Angina: Unstable angina has 25% perioperative MI risk - refer for angioplasty/stenting/bypass
CHF: EF <35% carries 19.5% mortality vs 2.2% with EF >55%
Hypertension: Control BP to <160/90 mmHg before elective surgery; allow 2 weeks stabilization for new antihypertensive
Valvular Heart Disease: Stop warfarin 5 days pre-op; bridge with unfractionated heparin when INR <1.5 (APPT 1.5x normal); stop heparin 2 hours before surgery
Pacemakers: Avoid monopolar diathermy
Anemia
- Treat with iron and vitamins
- Hb <8 g/dL before major surgery - consider transfusion
Respiratory Diseases
- Vital capacity <3x tidal volume = likely respiratory insufficiency post-laparotomy/thoracotomy
- Asthma: Use bronchodilators/steroids pre-op; patients on >10 mg prednisolone need perioperative steroid cover
- Smoking cessation: Nicotine levels normalize in 12-24 hours; ciliary function improves in 2-3 days; full lung function returns after 3 months abstinence
- Chest infections: Postpone elective surgery; reschedule after 4-6 weeks of antibiotics + physiotherapy
Coagulation Disorders
- Thrombophilia: Provide thromboprophylaxis; stop OCP/HRT 6 weeks before surgery
- Anticoagulation (warfarin): Stop 5 days pre-op; bridge with heparin (stop 2 hours pre-op); Vitamin K for emergency reversal (24-48 hrs); FFP/prothrombin complex for rapid reversal
- Haemophilia A: Factor VIII deficiency; Haemophilia B: Factor IX deficiency - infuse respective factor perioperatively
Obstructive Jaundice
- Risk of: hepatorenal shutdown, bleeding diathesis, cholangitis, sepsis
- Give Vitamin K pre-op (deficiency of fat-soluble clotting factors II, V, VII, IX, X)
- Maintain adequate hydration; prophylactic antibiotics
METABOLIC DISORDERS
Diabetes Mellitus
- Risks: sepsis, delayed wound healing, CVA, diabetic ketoacidosis
- Check HbA1c; close monitoring required
Non-insulin dependent (oral hypoglycemics):
- Schedule first on operating list
- Stop morning oral hypoglycemics; regular 1-2 hourly sugar checks
- IV cannula with slow dextrose saline infusion
- Moderate hyperglycemia is acceptable (hypoglycemia is more dangerous)
Insulin dependent:
- Admit day before surgery; stop long-acting insulin the night before
- Check glucose/electrolytes morning of surgery; switch to sliding scale
- Afternoon list patients: give half normal insulin dose with breakfast
Sliding scale (Alberti regime): IV insulin + glucose + potassium as single mixed infusion - continue until patient resumes normal diet
Long-Term Corticosteroids
- Normal adrenal output: 30 mg cortisol/day (= 7.5 mg prednisolone or 30 mg hydrocortisone)
- Surgery stress doubles/triples cortisol need; suppressed adrenals can cause acute adrenocortical insufficiency (hypotension, bradycardia, confusion, hypoglycemia)
Steroid supplementation guidelines:
| Surgery Type | Protocol |
|---|
| Minor | 1.5-2x usual prednisolone on morning of surgery |
| Moderate | 2x usual dose orally + 25mg hydrocortisone IV pre-op, 75mg IV during op, 50mg IV after; taper over 48h |
| Major | 2x usual dose + 50mg IV pre-op, 100mg IV during op, 100mg IV q8h x24h post-op; taper over 48-72h |
Thyrotoxicosis
- Carbimazole 30-40 mg is drug of choice; once euthyroid (8-12 weeks) reduce to 5 mg 8-hourly
- Beta-blockers (propranolol 40 mg TDS) can control toxic state rapidly (ready for surgery within 1-2 weeks)
- In pregnancy: use propylthiouracil (carbimazole crosses placenta - causes fetal hypothyroidism)
Hypothyroidism
- Treat before surgery to avoid hypotension, shock, hypothermia, hypoventilation, CO2 retention
- Myxoedema coma if patient fails to wake from anesthesia
- Use levothyroxine (IV in emergencies)
Dehydration/Renal Failure
- Dehydration (e.g., intestinal obstruction, peritonitis): fluid resuscitation mandatory before surgery
- Renal failure patients on dialysis: dialyze 24 hours before surgery; delay postoperative dialysis 24 hours if possible
Obesity
- BMI >30% above ideal weight increases cardiovascular and pulmonary risk
- Delay elective surgery while patient loses weight
PRE-OPERATIVE FASTING
Adults - "2-6 Rule":
- Water: up to 2 hours before induction
- Food/milk/solids: minimum 6 hours before induction
Children - "2-4-6 Rule":
- Water/clear fluids: up to 2 hours before
- Breast milk: up to 4 hours before
- Formula/cow's milk/solids: 6 hours before
EMERGENCY SURGERY
- Same assessment principles apply but time is limited
- Some risks can be reduced; others must be explained to patient
CONSENT
- Discuss diagnosis, procedure, complications with patient and relatives
- Written consent required; two treatment options should be described if available
- Valid consent = voluntary, by a competent person, fully informed
- Document everything