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FLUID & ELECTROLYTES + SURGICAL MISCELLANEOUS - Complete Study Guide
PART A: FLUID & ELECTROLYTE BALANCE
1. HYPONATRAEMIA ⭐⭐⭐
Definition
Serum sodium < 135 mEq/L (Normal: 135-145 mEq/L). Severe: < 125 mEq/L.
Pathophysiology
Hyponatraemia nearly always reflects a relative excess of water compared to sodium in the ECF, almost always due to excess ADH (vasopressin) secretion (appropriate or inappropriate).
Classification & Causes (by Volume Status)
A. Hypovolaemic Hyponatraemia (Low TBNa, Low TBW - but Na loss > water loss)
| Urine Na < 10 mEq/L (Renal Na conservation) | Urine Na > 20 mEq/L (Renal Na loss) |
|---|
| Vomiting, diarrhoea | Thiazide diuretics (most common drug cause) |
| Burns | Loop diuretics (less common) |
| Third space sequestration (peritonitis, pancreatitis, ileus) | Salt-wasting nephropathy |
| Haemorrhage | Addison's disease (adrenal insufficiency) |
B. Euvolaemic Hyponatraemia (Normal TBNa, slightly increased TBW)
- SIADH (Syndrome of Inappropriate ADH secretion) - most common cause of euvolaemic hyponatraemia
- CNS: meningitis, SAH, stroke, head injury
- Pulmonary: pneumonia, TB, SARS
- Drugs: SSRIs, carbamazepine, chlorpropamide, cyclophosphamide, opioids
- Malignancies: small cell lung carcinoma (ectopic ADH)
- Post-operative state
- Hypothyroidism
- Glucocorticoid deficiency
- Psychogenic polydipsia (excess water intake)
C. Hypervolaemic Hyponatraemia (High TBNa, even higher TBW)
- Congestive cardiac failure (CCF)
- Liver cirrhosis (ascites)
- Nephrotic syndrome
- Acute and chronic renal failure
D. Pseudohyponatraemia (measured Na low, actual Na normal)
- Severe hyperlipidaemia, severe hyperproteinaemia (displaces water in lab sample)
- Severe hyperglycaemia (osmotic shift of water into ECF diluting Na)
Clinical Features
Severity correlates with rate of fall more than absolute level.
Mild (130-135 mEq/L): Usually asymptomatic; mild nausea, headache
Moderate (125-130 mEq/L):
- Nausea, vomiting
- Headache, lethargy
- Muscle cramps, weakness
- Altered cognition
Severe (< 125 mEq/L - acute):
- Confusion, disorientation
- Drowsiness progressing to stupor and coma
- Seizures (major risk)
- Respiratory arrest
- Cerebral oedema → cerebral herniation → death
Chronic hyponatraemia (Na falls slowly): Brain adapts by extruding idiogenic osmoles → symptoms less severe at same level.
Management
Step 1: Identify the cause and type
- Clinical assessment of volume status
- Urine sodium, urine osmolality, serum osmolality
- TFTs, cortisol, blood glucose
Step 2: Correct based on type
RULE: Correct Na by max 8-10 mEq/L per 24 hours (no more than 12 mEq/L/day)
- Faster correction → Osmotic Demyelination Syndrome (ODS) / Central Pontine Myelinolysis (CPM) - irreversible neurological damage
A. Hypovolaemic Hyponatraemia:
- Correct volume deficit first with isotonic saline (0.9% NaCl)
- Treat the underlying cause
B. Euvolaemic (SIADH):
- Fluid restriction (800-1000 mL/day) - cornerstone
- Demeclocycline (tetracycline that causes nephrogenic DI) - for chronic SIADH
- Vaptans (Tolvaptan, Conivaptan): V2-receptor antagonists; block ADH at collecting duct → free water excretion without Na loss ("aquaretics"); for euvolaemic/hypervolaemic hyponatraemia
- Treat underlying cause
C. Hypervolaemic (CCF, Cirrhosis):
- Fluid restriction + salt restriction
- Treat underlying cause (diuretics for CCF, but use cautiously)
- Vaptans
D. Severe symptomatic hyponatraemia (seizures/coma):
- Hypertonic saline (3% NaCl) - IV infusion
- Raise Na by 1-2 mEq/L/hour until symptoms resolve or Na reaches 125 mEq/L
- Then switch to slower correction
- Do NOT exceed 10-12 mEq/L in 24 hours total
- ICU monitoring; neurological observation
2. POTASSIUM DISORDERS
A) Hypokaalaemia ⭐⭐⭐
Definition: Serum K+ < 3.5 mEq/L (Normal: 3.5-5.0 mEq/L)
Note: Hypokaalaemia is much more common than hyperkaalaemia in surgical patients.
Causes
- Inadequate intake: Starvation, prolonged IV therapy with K+-free fluids
- Excessive GI loss:
- Vomiting (loss of HCl → metabolic alkalosis → renal K+ loss)
- Diarrhoea, fistulas, ileostomy
- High nasogastric output
- Excessive renal loss:
- Diuretics (loop + thiazide most common)
- Hyperaldosteronism (Conn's syndrome)
- Cushing's syndrome (cortisol has mineralocorticoid effect)
- Renal tubular acidosis (RTA)
- Drugs: amphotericin B, aminoglycosides, cisplatin (cause Mg2+ depletion → renal K+ wasting)
- Intracellular shift:
- Metabolic alkalosis (K+ shifts into cells; K falls 0.3 mEq/L per 0.1 rise in pH)
- Insulin therapy (especially in DKA correction)
- Beta-2 agonists (salbutamol)
- Refeeding syndrome
Clinical Features
GI: Anorexia, nausea, ileus, constipation, abdominal distension
Neuromuscular: Weakness, fatigue, myalgia, cramps, hyporeflexia; severe → ascending flaccid paralysis, respiratory failure
Cardiac (most dangerous):
- ECG: U waves (characteristic), T-wave flattening, ST depression, prolonged QU interval, arrhythmias
- Increased sensitivity to digoxin toxicity
- Ventricular fibrillation (severe)
Renal: Polyuria, polydipsia (K+ depletion impairs tubular concentrating ability)
Management
- Mild (K 3.0-3.5): Oral K+ replacement (KCl tablets/syrup); correct underlying cause
- Moderate-severe (K < 3.0 or symptomatic):
- IV potassium chloride (KCl) - max 10-20 mEq/hour (never rapid bolus - cardiac arrest)
- Max concentration peripherally: 40 mEq/L (via central line: up to 80 mEq/L)
- Monitor ECG and serum K+ during infusion
- Correct hypomagnesaemia first (if Mg2+ low, K+ repletion is very difficult)
- Identify and treat the underlying cause
B) Hyperkalaemia
Definition: Serum K+ > 5.5 mEq/L; Dangerous > 6.5 mEq/L; Life-threatening > 7 mEq/L
Causes
- Excess intake: Excess oral/IV K+ supplementation; massive blood transfusion (old blood releases K+)
- Decreased excretion:
- Acute/Chronic Renal Failure (most common cause)
- Addison's disease (aldosterone deficiency)
- Drugs: K+-sparing diuretics (spironolactone), ACE inhibitors, ARBs, NSAIDs
- Shift from ICF to ECF:
- Acidosis (H+ moves into cells, K+ moves out - opposite of alkalosis)
- Crush injury, rhabdomyolysis, haemolysis (massive)
- Rapid rise in extracellular osmolality (hyperglycaemia, mannitol)
- Burns, extensive tissue necrosis
Clinical Features
GI: Nausea, vomiting, diarrhoea, abdominal colic
Neuromuscular: Paraesthesias, weakness, ascending paralysis
Cardiac (most dangerous - in order of severity):
- Tall, peaked (tented) T waves - earliest ECG change
- Prolonged PR interval
- Flattened/absent P waves
- Widened QRS complex
- Sine wave pattern
- Ventricular fibrillation → cardiac arrest
Management (Emergency if K+ > 6.5 or ECG changes)
| Step | Drug | Mechanism | Onset | Duration |
|---|
| 1. Membrane stabilisation | 10% Calcium gluconate IV 10 mL over 2 min | Raises resting membrane potential; protects heart from arrhythmia (does NOT lower K+) | 1-2 min | 30-60 min |
| 2. Shift K+ into cells | 50% Dextrose 50 mL + Insulin 10 units IV | Insulin drives K+ into cells with glucose | 30 min | 4-6 hr |
| Salbutamol (albuterol) nebuliser | Beta-2 agonist promotes K+ cellular uptake | 30 min | 2 hr |
| Sodium bicarbonate (if acidosis) | Corrects acidosis → K+ shifts into cells | 30 min | Variable |
| 3. Remove K+ from body | Calcium resonium (Kayexalate) oral/rectal | Ion exchange resin binds K+ in gut | Hours | Hours |
| Furosemide IV | Renal K+ excretion (if adequate renal function) | 30 min | 2-3 hr |
| Haemodialysis | Definitive removal; for renal failure or refractory cases | Immediate during dialysis | During session |
3. TOTAL PARENTERAL NUTRITION (TPN) ⭐⭐⭐⭐
Definition
Provision of all nutritional requirements (calories, protein, fat, electrolytes, vitamins, trace elements, water) intravenously, bypassing the gastrointestinal tract entirely.
Indications
- "If the gut works, use it" - TPN only when enteral feeding is not possible
- Prolonged intestinal failure: Short bowel syndrome, entero-cutaneous fistula (high output)
- Severe acute pancreatitis (when enteral route not tolerated)
- Prolonged ileus post major abdominal surgery
- Inflammatory bowel disease with severe acute flare
- Major trauma/burns with inaccessible gut
- Pre-operative nutritional support in severely malnourished patients (>7-10 days)
- Malabsorption syndromes
- Radiation enteritis
Contraindications
- Functioning GI tract (always prefer enteral)
- Short-term illness (< 7 days) in well-nourished patients
- Aggressive treatment not consistent with patient's wishes
Components of TPN
| Component | Example Solutions | Requirements |
|---|
| Carbohydrates | Dextrose 50%, 70% | 50-60% of non-protein calories; 3-4 g/kg/day |
| Proteins | Amino acid solutions (Aminosyn, Aminoplasmal) | 1-1.5 g/kg/day (normal); up to 2 g/kg (hypercatabolic) |
| Fats (Lipid emulsions) | Intralipid 10%, 20% | 30-40% of calories; 1-1.5 g/kg/day; soy-based |
| Electrolytes | Na, K, Mg, Ca, Phosphate, Cl | Per daily requirements and serum levels |
| Vitamins | Multivitamin preparations | Water + fat soluble vitamins daily |
| Trace elements | Zinc, selenium, copper, manganese, chromium | Daily |
| Water | As appropriate | 30-35 mL/kg/day |
Caloric requirements: 25-30 kcal/kg/day (standard); up to 35 kcal/kg in hypercatabolic patients
Administration
- Central venous catheter (CVC) - mandatory for standard TPN (high osmolarity 1500-2000 mOsm/L causes peripheral vein thrombophlebitis)
- Subclavian vein, internal jugular, PICC line
- "All-in-one" (3-in-1 or AIO bags): all components premixed in single bag under aseptic conditions (pharmacy prepared)
- Infusion over 24 hours via infusion pump; or cyclic TPN (12-16 hours overnight) for long-term patients
Monitoring
- Daily: Blood glucose (6-hourly initially), fluid balance, weight, electrolytes
- Weekly: LFTs, TFTs, albumin, phosphate, Mg, Zn, CRP
- Catheter site inspection daily
Complications
Catheter-related:
- Pneumothorax, haemothorax, subclavian artery puncture (insertion)
- Catheter-related bloodstream infection (CRBSI) - most serious complication
- Catheter thrombosis, air embolism
Metabolic:
- Hyperglycaemia (most common) - needs insulin
- Refeeding syndrome - sudden drop in phosphate, K+, Mg2+ when feeding starts after starvation; can cause cardiac arrhythmias, respiratory failure, neurological problems
- Prevent by starting TPN slowly and supplementing phosphate
- Hypoglycaemia (if TPN suddenly stopped)
- Electrolyte disturbances (hypo/hypernatraemia, hypokaalaemia)
- Hypertriglyceridaemia (excess fat)
- Metabolic acidosis (excess chloride in amino acid solutions)
Hepatic:
- TPN-associated liver disease (fatty liver, cholestasis, hepatic steatosis)
- Biliary sludge and gallstones (biliary stasis from no enteral stimulation)
Immunological:
- Gut mucosal atrophy (no enteral stimulation → bacterial translocation)
- Increased infection risk
4. ACID-BASE DISORDERS
Normal Values
- pH: 7.35-7.45
- PaCO2: 35-45 mmHg
- HCO3-: 22-26 mEq/L
- Base Excess (BE): -2 to +2
A) Metabolic Acidosis ⭐⭐⭐⭐
Definition: Primary decrease in serum HCO3- → pH < 7.35
Respiratory compensation (Kussmaul's breathing): Hyperventilation → ↓PaCO2
Winter's formula (expected PaCO2 in compensation):
Expected PaCO2 = (1.5 × HCO3-) + 8 ± 2
Causes - Using ANION GAP
Anion Gap (AG) = Na+ - (Cl- + HCO3-) | Normal = 8-12 mEq/L
HIGH ANION GAP Metabolic Acidosis (MUDPILES mnemonic):
| Cause | Mechanism |
|---|
| M - Methanol | Formic acid accumulation |
| U - Uraemia (renal failure) | Retention of sulphates, phosphates |
| D - Diabetic ketoacidosis (DKA) | Ketoacids (acetoacetate, beta-hydroxybutyrate) |
| P - Propylene glycol / Paracetamol | Toxic metabolites |
| I - Isoniazid / Iron | Lactic acid |
| L - Lactic acidosis | Shock, hypoxia, metformin, sepsis |
| E - Ethylene glycol | Oxalic acid |
| S - Salicylates | Uncoupling oxidative phosphorylation |
NORMAL ANION GAP (Hyperchloraemic) Metabolic Acidosis (HARDASS):
- Diarrhoea (loss of HCO3-)
- Renal Tubular Acidosis (RTA)
- Ureterosigmoidostomy (colonic Cl-/HCO3- exchange)
- Pancreatic fistula, small bowel fistula
- Acetazolamide (carbonic anhydrase inhibitor)
Clinical Features
- Kussmaul breathing (deep, rapid breathing) - compensatory
- Fatigue, weakness, nausea, vomiting
- Confusion, drowsiness, coma (severe)
- Cardiac: dysrhythmias, decreased contractility, vasodilation → hypotension
- Peripheral vasodilation with warm peripheries (paradoxically)
Management
- Treat the underlying cause - primary treatment
- DKA: insulin + fluids
- Lactic acidosis: treat shock/sepsis
- Renal failure: dialysis
- Sodium bicarbonate (NaHCO3): Only for severe acidosis (pH < 7.1 or HCO3- < 10)
- Formula: HCO3- deficit (mEq) = 0.5 × body weight (kg) × (desired HCO3- - measured HCO3-)
- Give half the calculated dose; reassess
- Risks of NaHCO3: paradoxical CNS acidosis, fluid overload, hypokalaemia, overshoot alkalosis
- Haemofiltration/dialysis for renal failure or refractory cases
B) Metabolic Alkalosis
Definition: Primary increase in serum HCO3- → pH > 7.45
Respiratory compensation: Hypoventilation → ↑PaCO2 (but limited by hypoxic drive)
Causes
Generation: Loss of H+:
- Vomiting / NG aspiration (most common surgical cause - loss of HCl)
- Diuretics (thiazide/loop) - loss of Cl- and H+
- Hyperaldosteronism (Conn's/Cushing's) - renal H+ loss
- Bartter's/Gitelman's syndrome
Maintenance (why the kidney doesn't correct it - needs Cl- and K+):
- Volume depletion (avid Na+ reabsorption coupled with H+ secretion)
- Chloride depletion (urine Cl- < 15 mEq/L = "saline-responsive")
- Hypokaalaemia (drives H+ into cells, K+ out)
Classification
- Saline-responsive (Urine Cl- < 15 mEq/L): Vomiting, diuretics, post-hypercapnia - treat with IV normal saline + KCl
- Saline-resistant (Urine Cl- > 25 mEq/L): Hyperaldosteronism, severe K+ depletion - treat underlying cause + potassium
Clinical Features
- Nausea, vomiting
- Paraesthesias, muscle cramps, tetany (low ionised Ca2+)
- Hypoventilation (compensatory)
- Confusion, cardiac arrhythmias
Management
- Saline-responsive (most cases): Isotonic saline (0.9% NaCl) IV + KCl replacement
- Treat underlying cause: Stop diuretics; treat hyperaldosteronism
- Acetazolamide: Causes renal HCO3- excretion (for severe/resistant cases)
- Dilute HCl infusion (0.1 N HCl via central line) - only for severe, refractory, life-threatening cases
5. FEEDING GASTROSTOMY vs JEJUNOSTOMY
| Parameter | Feeding Gastrostomy | Feeding Jejunostomy |
|---|
| Definition | Feeding tube placed directly into stomach via abdominal wall | Feeding tube placed into proximal jejunum via abdominal wall |
| Indication | Long-term feeding when oropharynx/oesophagus inaccessible (head/neck cancers, oesophageal obstruction) | Post major upper GI surgery; severe gastroparesis; acute pancreatitis; high aspiration risk |
| Aspiration risk | Higher (stomach = reservoir) | Lower (bypasses stomach) |
| Type | PEG (Percutaneous Endoscopic Gastrostomy) - preferred; Surgical gastrostomy (Stamm, Witzel) | Needle catheter jejunostomy; PEJ (Percutaneous Endoscopic Jejunostomy); Surgical |
| Formula used | Standard enteral formulae | Elemental/semi-elemental formulas initially |
| Bolus feeding possible? | Yes (stomach accommodates bolus) | No - must use continuous infusion pump (small bowel cannot accommodate bolus → dumping) |
| When started post-op | 24-48 hours | 6-12 hours post-op (earlier start) |
| Contraindications | Gastroparesis, high aspiration risk, previous gastric surgery | Severe IBD, radiation enteritis |
| Complications | Leakage, tube dislodgement, buried bumper syndrome (PEG), aspiration, peristomal infection | Tube kinking/blockage, diarrhoea, jejunal necrosis (rare), dumping |
6. ROLE OF ELECTROLYTE BALANCE IN SURGICAL PRACTICE ⭐⭐⭐⭐
Electrolyte homeostasis is fundamental to surgical care - imbalances affect every organ system and can precipitate life-threatening complications.
Pre-operative significance:
- Hyponatraemia can cause cerebral oedema, seizures, and cardiovascular instability during anaesthesia induction
- Hypokalaemia (< 3.0 mEq/L) increases the risk of intraoperative cardiac arrhythmias (especially in patients on digoxin) and should be corrected before elective surgery
- Hyperkalaemia (> 5.5 mEq/L) can cause fatal arrhythmias; surgery best deferred until corrected
- Hypocalcaemia and hypomagnesaemia impair neuromuscular function
Intraoperative significance:
- Fluid shifts during major surgery (third spacing, blood loss) cause acute electrolyte disturbances
- Massive transfusion causes hyperkalaemia, hypocalcaemia (citrate binds Ca2+), acidosis
- Prolonged surgery with incorrect IV fluids (excess 0.9% saline) causes hyperchloraemic metabolic acidosis
- Balanced crystalloids (Hartmann's/Plasmalyte) are preferred to 0.9% saline for this reason
Post-operative significance:
- SIADH is common post-operatively (pain, opioids, stress all stimulate ADH) → hyponatraemia
- Intestinal losses from NG tubes, drains, fistulas → hypokaalaemia, hyponatraemia
- Refeeding syndrome after prolonged starvation and TPN initiation
- Monitoring post-thyroidectomy for hypocalcaemia (hypoparathyroidism)
- Post-adrenalectomy: Addisonian crisis (hyponatraemia, hyperkalaemia)
PART B: MISCELLANEOUS SAQS
1. SURGICAL AUDIT ⭐⭐⭐
Definition
A systematic, critical analysis of the quality of surgical care, including the procedures used for diagnosis, treatment, and outcomes, aimed at improving the quality of patient care.
Types of Audit
- Structure audit: Evaluates the setting (equipment, facilities, staffing)
- Process audit: Evaluates what is done (adherence to guidelines, waiting times)
- Outcome audit: Evaluates results (mortality, morbidity, complication rates, readmission)
THE AUDIT CYCLE (Most important concept)
1. Identify a problem/set a standard
↓
2. Observe current practice (data collection)
↓
3. Compare against the standard
↓
4. Implement change
↓
5. Re-audit (close the loop)
↓ (back to Step 1)
The audit is only complete when the cycle is closed (re-audit confirms improvement).
Steps of a Surgical Audit
Step 1: Select a topic
- Areas with known problems, high volume procedures, or high-risk outcomes
- Examples: SSI rates, anastomotic leak rates, 30-day mortality, time to surgery for hip fracture
Step 2: Set criteria and standards
- Based on evidence-based guidelines (NICE, SIGN, Royal College of Surgeons)
- Example standard: "100% of patients undergoing elective colectomy should receive pre-operative antibiotic prophylaxis within 60 minutes of incision"
Step 3: Data collection
- Retrospective (case notes review) or prospective
- Tools: Operative registers, discharge summaries, complications register, patient surveys
- Databases: CEPOD, NCEPOD, NSQIP (National Surgical Quality Improvement Program)
Step 4: Analysis - compare with standard
- Calculate compliance rate
- Identify outliers and areas of non-compliance
- Statistical analysis
Step 5: Implement change
- Feedback results to team (mortality & morbidity - M&M meetings)
- Change protocol/guidelines
- Education and training
- Procurement of resources/equipment
Step 6: Re-audit
- Confirm change has occurred
- Assess whether standard is now being met
- If not: further investigation and action needed
Importance in Surgical Practice
- Identifies variation in care and substandard practice
- Drives continuous quality improvement
- Medico-legal protection (documented standards)
- Peer accountability (M&M meetings)
- Required for surgical training (FRCS/MCh programmes)
2. PRE-OPERATIVE, INTRA-OPERATIVE & POST-OPERATIVE CARE ⭐⭐⭐⭐
A) Pre-operative Care
History & Examination:
- Full surgical, medical, drug, allergy, family, social history
- Systems examination; airway assessment (Mallampati classification)
- Assessment of fitness for anaesthesia: ASA (American Society of Anaesthesiologists) grading
Investigations:
- Routine: FBC, U&E, coagulation, blood group & save; ECG (>40 yrs or cardiac risk); CXR (if indicated)
- Specific to procedure
Optimization:
- Correct anaemia, electrolyte imbalances, coagulopathy
- Glycaemic control (HbA1c < 8.5% for elective surgery)
- Stop anticoagulants/antiplatelets (warfarin - stop 5 days; DOACs - 24-48 hours; aspirin - as per guidelines)
- Treat respiratory infections; optimise COPD/asthma
- Nutritional optimization (malnourished patients)
- MRSA screening and decolonisation
Consent:
- Written informed consent: nature of procedure, intended benefit, material risks, alternatives
- Never obtained under duress
Anaesthetic preparation:
- Pre-anaesthetic assessment with anaesthetist
- DVT prophylaxis: LMWH (low molecular weight heparin) + TED stockings
- Antibiotic prophylaxis: Given within 60 min of incision
Night before:
- Fasting: Solids 6 hours, clear fluids 2 hours pre-operatively (ERAS guidelines)
- Pre-medication if indicated (anxiolytics, antacids)
- Mark the operative site
- Shave vs clip: Electric clipping preferred over razor shaving (less SSI)
- Bowel preparation (if indicated for colorectal surgery)
- Urinary catheterisation as needed
B) Intra-operative Care
Anaesthesia:
- General / regional / local anaesthesia as appropriate
- Continuous monitoring: ECG, SpO2, ETCO2, BP, temperature, urine output
Patient positioning:
- Appropriate for procedure; padding of pressure points; protect nerves (brachial plexus, ulnar, lateral popliteal)
- Prevent DVT: calf compressors (IPC - intermittent pneumatic compression)
Surgical technique:
- Strict aseptic technique: sterile gowns, gloves, drapes
- Gentle tissue handling (Halsted's principles)
- Careful haemostasis
- Avoid dead space; minimal use of diathermy
- Temperature maintenance: warming blanket/warm IV fluids (hypothermia increases infection, coagulopathy)
- Maintain normovolaemia; goal-directed fluid therapy
- Antibiotic redosing if procedure > 3 hours
Documentation:
- Operation note, anaesthetic record, swab and instrument counts (count in/count out - sign off by scrub nurse)
C) Post-operative Care
Immediate (Recovery Room/PACU - 1-2 hours):
- ABC monitoring: airway, breathing, circulation
- SpO2, ECG, BP every 15 min
- Pain assessment and analgesia (WHO ladder)
- Nausea management (anti-emetics)
- Monitor surgical site for bleeding
- Reversal of anaesthesia; assess consciousness
Early Post-operative (Ward):
- IV fluids until oral intake established
- DVT prophylaxis: LMWH + TED stockings (restart after haemostasis secured)
- Early mobilisation (reduces DVT, pneumonia, ileus)
- Incentive spirometry; physiotherapy
- Wound care; drain management
- Regular vital signs; urine output monitoring
- Oral intake: ERAS protocols allow early oral feeding
Enhanced Recovery After Surgery (ERAS) / Fast-Track Protocols:
Key elements: Pre-op carbohydrate loading, short fast, no bowel prep, epidural analgesia, early oral feeding, early mobilisation
Discharge criteria:
- Stable vital signs, adequate pain control on oral analgesia
- Tolerating oral fluids/diet
- Passing flatus/stool (if bowel surgery)
- Wound satisfactory, no signs of infection
- Patient understands follow-up and warning signs
3. ANALGESICS IN PAIN MANAGEMENT
WHO Analgesic Ladder (originally for cancer pain; applied to all surgical pain)
Step 3: Severe pain
Strong opioids (Morphine, Oxycodone, Fentanyl) ± adjuvants
Step 2: Moderate pain
Weak opioids (Codeine, Tramadol) ± non-opioids ± adjuvants
Step 1: Mild pain
Non-opioids (Paracetamol, NSAIDs) ± adjuvants
Classes of Analgesics
1. Non-opioid Analgesics:
| Drug | Mechanism | Dose | Notes |
|---|
| Paracetamol (Acetaminophen) | Inhibits COX centrally; descending serotonin pathway | 1 g QID | Safest; first-line; hepatotoxic in overdose |
| NSAIDs (Ibuprofen, Diclofenac, Ketorolac) | COX-1 + COX-2 inhibition → ↓PGs | Variable | Anti-inflammatory; avoid in renal impairment, peptic ulcer, post-op renal at-risk; Ketorolac - injectable NSAID |
| COX-2 Inhibitors (Celecoxib, Parecoxib) | Selective COX-2 inhibition | Variable | Less GI and platelet effects; avoid post-cardiac surgery |
2. Opioid Analgesics:
| Drug | Type | Route | Notes |
|---|
| Morphine | Strong opioid | Oral, IV, IM, SC | Gold standard; euphoria, constipation, respiratory depression, nausea |
| Fentanyl | Strong opioid | IV, transdermal patch, intranasal | 100x potency vs morphine; rapid onset (IV); patch for chronic pain |
| Tramadol | Weak opioid + SNRI | Oral, IV | Dual mechanism; lower addiction potential; avoid in seizure disorder |
| Codeine | Weak opioid | Oral | Prodrug (converted to morphine by CYP2D6); variable efficacy |
| Pethidine (Meperidine) | Strong opioid | IM | Toxic metabolite (norpethidine) - avoid in elderly/renal failure; use in pancreatitis pain (traditional) |
3. Adjuvant/Co-analgesics:
- Gabapentin/Pregabalin: Neuropathic pain; reduces opioid requirements post-op
- Amitriptyline: Chronic neuropathic pain
- Ketamine (low dose): NMDA receptor antagonist; reduces opioid tolerance; useful for procedural pain and opioid-resistant pain
- Dexamethasone: Reduces post-op pain and nausea
4. Regional/Local Analgesia:
- Local anaesthetics (Lignocaine, Bupivacaine, Ropivacaine)
- Epidural analgesia (gold standard for major abdominal/thoracic surgery)
- Spinal analgesia
- Nerve blocks (femoral, brachial plexus, TAP block)
- Local anaesthetic wound infiltration
Multimodal analgesia (ERAS principle): Combine analgesics from different classes + regional techniques → better pain control with lower opioid doses → fewer opioid side effects.
4. SEGREGATION OF BIOMEDICAL WASTE
Legal Basis (India)
Biomedical Waste (Management and Handling) Rules, 2016 - Ministry of Environment, Forest and Climate Change.
Colour-Coded Segregation System
| COLOUR | CATEGORY | TYPE OF WASTE | TREATMENT & DISPOSAL |
|---|
| YELLOW | Human anatomical waste | Tissues, organs, body parts, foetus below viability, soiled dressings, plaster casts, blood-soaked cotton | Incineration / plasma pyrolysis / deep burial |
| Discarded medicines | Expired antibiotics, cytotoxic drugs, glass/plastic ampoules | Incineration (cytotoxics >1200°C) or return to manufacturer |
| Chemical waste | Used/discarded disinfectants | Incineration / encapsulation |
| Microbiology lab waste | Blood bags, cultures, live/attenuated vaccines | Pre-sterilisation on-site then incineration |
| RED | Contaminated recyclable waste | Disposables: IV sets, catheters, syringes (without needles), urine bags, gloves | Autoclaving/microwaving → shredding → recycling |
| WHITE (Translucent) | Sharps waste | Needles, syringes with needles, lancets, blades, scalpels | Autoclaving/dry heat sterilisation → shredding/mutilation → disposal in secure landfill |
| BLUE | Glassware | Broken/unbroken glass, metallic body implants | Autoclaving/dry heat → disposal in secure landfill / recycling |
Key Principles
- Waste must be segregated at the point of generation (bedside, OT, lab)
- No mixing of categories
- All bags/containers labelled with biohazard symbol + name of hospital + date
- Bags tied/sealed when 3/4 full
- Transport in sealed containers to central waste area
- Records maintained for all biomedical waste generated and disposed
- Sharp needles: never recap - straight into white sharps container
5. ASEPSIS, ANTISEPSIS, STERILIZATION & DISINFECTION
A) Asepsis vs Antisepsis
| Asepsis | Antisepsis |
|---|
| Definition | Complete absence of pathogenic microorganisms | Use of chemical agents on living tissue to inhibit/kill microorganisms |
| Goal | Prevention of entry of organisms | Reduction of microbial load on living tissue |
| Agents | Sterile technique, sterile instruments, sterile drapes, filtered air | Antiseptic agents (chemicals applied to skin/wounds) |
| Examples | Surgical aseptic technique, laminar flow OT | Povidone-iodine, chlorhexidine, alcohol, hydrogen peroxide |
| Applied to | Instruments, environment, sterile fields | Skin, mucous membranes, wounds |
B) Sterilization vs Disinfection
| Sterilization | Disinfection |
|---|
| Definition | Complete destruction of ALL forms of microbial life, including spores | Reduction of microbial load; kills most pathogens but NOT necessarily spores |
| Level | Absolute (100% kill) | High, intermediate, or low level |
| Methods | See below | Glutaraldehyde, formaldehyde, chlorine-based, alcohol, phenolics |
| Used for | Surgical instruments, implants, items entering sterile body cavities | Endoscopes (flexible), surfaces, non-critical items |
Methods of Sterilization
Physical:
-
Autoclave (Steam under pressure) - Gold standard
- 121°C at 15 psi for 15 min (gravity cycle) OR 134°C at 30 psi for 3 min (pre-vacuum cycle)
- Kills all organisms including spores (latent heat of vaporisation)
- Used for: metals, glassware, textiles, rubber goods
- Not for: heat-sensitive materials
-
Dry Heat (Hot air oven)
- 160°C for 2 hours OR 180°C for 30 min
- Less efficient than steam (requires higher temp)
- For: oils, powders, glass syringes, metal instruments that rust in steam
-
Radiation:
- Gamma radiation (Co-60): Industrial sterilisation of single-use items (syringes, catheters, sutures, implants); penetrates sealed packaging; cold sterilization
- UV radiation: Air and surface sterilisation in OTs; limited penetration
Chemical:
4. Ethylene oxide (ETO) gas:
- 37-63°C, 40-60% humidity; 2-6 hours + aeration time
- For heat-sensitive items: plastic, rubber, endoscopes, electronics
- Toxic/carcinogenic; requires dedicated equipment and aeration
-
Formaldehyde gas (formaldehyde cabinets)
-
Hydrogen peroxide plasma (Sterrad):
- Low temperature; rapid cycle (45-75 min)
- Ideal for heat/moisture-sensitive items; OR-compatible
- Not for liquids or long lumened instruments
Indicators of Sterilisation:
- Bowie-Dick test (autoclave function)
- Autoclave tape (chemical indicator strips change colour)
- Biological indicators: Spore tests (Bacillus stearothermophilus for autoclave; Bacillus subtilis for ETO) - gold standard confirmation
6. ROUTES OF ADMINISTRATION OF NUTRITION
A) Enteral Nutrition
Principle: "If the gut works, use it" - enteral feeding preserves gut mucosa, maintains GI immunity, and reduces infection risk vs parenteral.
1. Oral feeding: Normal diet / oral nutritional supplements (Ensure, Fortisip) - preferred when possible
2. Nasogastric (Ryle's) tube feeding:
- Ryle's tube: Large bore (14-16 Fr); for gastric decompression AND feeding; short-term (< 4 weeks)
- Fine bore nasogastric tube (6-8 Fr): Dedicated feeding; more comfortable for longer use
- Insertion: Through nostril → nasopharynx → oesophagus → stomach
- Confirm position: Aspirate pH (< 5.5 confirms gastric); CXR (gold standard if doubt)
- Indications: Dysphagia, unconsciousness, post-head/neck surgery, neurological conditions
- Complications: Aspiration (head elevation 30° mandatory), tube displacement/migration, sinusitis, oesophageal erosion
3. Feeding Gastrostomy:
- Direct feeding into stomach via abdominal wall
- PEG (Percutaneous Endoscopic Gastrostomy): Inserted endoscopically under sedation; does NOT require GA or surgery; preferred method
- Contraindications to PEG: Cannot transilluminate abdominal wall, ascites, previous upper GI surgery, peritoneal dialysis
- Surgical gastrostomy (Stamm's technique): Open or laparoscopic; used when PEG not feasible
- Indications: Long-term feeding (> 4 weeks) for oropharyngeal/oesophageal pathology
- Allows bolus feeding
- Complications: Tube leakage, infection at stoma site, buried bumper syndrome, aspiration
4. Feeding Jejunostomy:
- Direct feeding into proximal jejunum via abdominal wall
- Needle Catheter Jejunostomy: Fine needle (14 G) through abdominal wall at laparotomy; placed at time of major upper GI surgery (oesophagectomy, gastrectomy, Whipple's)
- PEJ: Percutaneous endoscopic jejunostomy
- Indications: Post major upper GI surgery; gastroparesis; pancreatitis; aspiration risk
- Must use continuous pump infusion - no bolus feeding
- Advantages: Allows early post-op feeding (within 6-12 hours); bypasses stomach; lower aspiration risk
- Complications: Tube kinking, diarrhoea (if too fast), rare jejunal necrosis
B) Parenteral Nutrition
1. Peripheral Parenteral Nutrition (PPN):
- Via peripheral vein (forearm/hand)
- Only for low-osmolarity solutions (< 900 mOsm/L) - partial supplementation
- Short-term (< 7-10 days); limited caloric delivery; thrombophlebitis risk
- Not suitable for full nutritional replacement
2. Total Parenteral Nutrition (TPN) via Central Line:
- All nutrition via central venous catheter (subclavian, internal jugular, PICC)
- Full nutritional replacement possible
- Long-term (weeks to months)
- See TPN section above for full details
7. DAY CARE SURGERY
Definition
Surgical procedures performed in a dedicated facility where patients are admitted, operated, and discharged on the same day (within 24 hours), without an overnight stay in hospital.
Also called: Ambulatory surgery, Outpatient surgery, Same-day surgery
Indications
Patient factors that allow day care:
- ASA I, II, or stable ASA III
- BMI < 40 (ideally)
- Responsible adult to accompany and care post-op
- Lives within 1 hour of the facility
- Has access to a telephone
Surgical procedures suitable (examples):
- Inguinal hernia repair (mesh)
- Laparoscopic cholecystectomy (selected)
- Varicose vein surgery
- Circumcision, vasectomy
- Cystoscopy, prostatectomy (TURP short stay)
- Laparoscopic appendicectomy (uncomplicated)
- Breast lump excision, sentinel node biopsy
- Dental surgery
- ENT: Tonsillectomy, grommet insertion
- Arthroscopy (knee, shoulder)
- Cataracts, squint correction
- Skin lesion excision, skin graft
Types
- True day surgery: Admission and discharge same day (< 12 hours)
- 23-hour surgery (Extended day surgery): Overnight stay up to 23 hours; for slightly complex procedures
Pre-operative Assessment Criteria (Aldrete Criteria - used for suitability)
- Social suitability: responsible carer, transport, home environment
- Medical stability: no uncontrolled systemic disease
- Procedure suitability: not requiring prolonged post-op monitoring
Discharge Criteria (Post-Anaesthetic Discharge Scoring System - PADSS / Modified Aldrete)
Score ≥ 9/10 required for discharge:
| Parameter | 2 | 1 | 0 |
|---|
| Vital signs | Within 20% of pre-op | 20-40% change | >40% change |
| Activity | Steady gait, no dizziness | With assistance | Unable |
| Pain/N&V | Minimal, controlled | Moderate | Severe, persistent |
| Bleeding | Minimal | Moderate | Severe |
| Oral intake | Able to drink | Nauseated only | Nausea + vomiting |
Advantages
- Cost-effective (bed resources)
- Reduced hospital-acquired infection risk
- Psychological benefit (home environment)
- Faster recovery
- Reduced patient anxiety
Disadvantages / Complications
- Inadequate pain control at home
- Post-op nausea/vomiting (PONV) requiring admission
- Surgical complications (bleeding) detected later
- Not suitable for all patients or complex procedures
Discharge Instructions
- Written instructions: diet, activity restrictions, wound care
- Warning signs requiring emergency attendance (bleeding, severe pain, fever)
- Responsible adult supervision for 24 hours
- No driving for 24 hours post GA/sedation
- Follow-up appointment
8. TRIAGE ⭐⭐⭐⭐
Definition
A process of sorting and prioritising patients according to the urgency of their condition to ensure that limited medical resources are allocated to those who will benefit most.
From French: "trier" = to sort.
Principles
- Not based on first-come-first-served
- Based on clinical need and likelihood of survival
- Dynamic - patient condition changes, re-triage frequently
Types
A. Hospital Triage (Emergency Department) - Manchester Triage System (MTS) / 5-level triage:
| Category | Colour | Waiting Time | Examples |
|---|
| Immediate | Red | 0 min | Cardiac arrest, respiratory failure, major haemorrhage |
| Very urgent | Orange | 10 min | Severe chest pain, moderate trauma, altered consciousness |
| Urgent | Yellow | 60 min | Moderate pain, stable fractures, fever in child |
| Semi-urgent (Standard) | Green | 120 min | Minor injury, mild pain, chronic symptoms |
| Non-urgent | Blue | 240 min | Minor complaints, routine follow-up |
B. Mass Casualty Incident (MCI) Triage - START system (Simple Triage and Rapid Treatment):
| Colour | Category | Criteria | Action |
|---|
| RED | Immediate | Life-threatening but survivable; needs treatment NOW | Treat immediately |
| YELLOW | Delayed | Serious but stable; can wait 30-60 min | Treat next |
| GREEN | Minor (Walking wounded) | Minor injuries; can wait or self-help | Treat last |
| BLACK | Expectant/Dead | Dead OR unsurvivable injuries (overwhelming resources for one would deny many) | Comfort only |
START Assessment (30 seconds per patient):
- Can patient walk? → Yes = GREEN
- Respirations? → Absent after repositioning = BLACK; > 30/min = RED; < 30/min → next step
- Perfusion (radial pulse / capillary refill > 2s)? → Absent = RED; present → next step
- Mental status (obey commands)? → Can't = RED; Can = YELLOW
C. Surgical Triage (within OT emergency list):
| Priority | Description | Examples |
|---|
| P1 - Immediate | Life or limb threatening, must operate within 1 hour | Ruptured AAA, massive haemorrhage, vascular trauma |
| P2 - Urgent | Significant risk if not operated within 1-6 hours | Appendicitis, strangulated hernia |
| P3 - Expedited | Can wait 6-24 hours | Uncomplicated obstructed hernia, incarcerated hernia |
| P4 - Elective | Can be deferred to scheduled list | Elective hernia repair, varicose veins |
9. MINIMALLY INVASIVE GENERAL SURGERY ⭐⭐⭐
Definition
Surgical procedures performed through small incisions using specially designed instruments and imaging systems, minimising trauma to body structures while achieving the same surgical goals as open surgery.
Components / Approaches
1. Laparoscopic Surgery:
- Camera + instruments through 5-12 mm ports (3-5 ports typically)
- CO2 pneumoperitoneum (12-14 mmHg)
- 2D or 3D vision via monitor
- Applications: cholecystectomy, appendicectomy, hernia repair (TEP/TAPP), colectomy, fundoplication, bariatric surgery
- (Detailed in previous session)
2. Robotic Surgery:
- Da Vinci system (7 degrees of freedom, 3D HD vision, tremor filtration)
- Surgeon at console, robot arms at patient
- Applications: Prostatectomy (RARP), colorectal, gynaecological, thoracic
- (Detailed in previous session)
3. Single Incision Laparoscopic Surgery (SILS):
- All instruments and camera through a single umbilical incision
- Better cosmesis (nearly invisible scar)
- Technically more challenging (instrument clashing)
- Used for: cholecystectomy, appendicectomy
4. Natural Orifice Transluminal Endoscopic Surgery (NOTES):
- Access through natural orifices (mouth, vagina, rectum) into peritoneal cavity
- No external incisions
- Still largely experimental; most developed: POET (per-oral endoscopic myotomy) for achalasia
5. Video-Assisted Thoracoscopic Surgery (VATS):
- Laparoscopy applied to thoracic cavity
- Applications: lobectomy, pneumothorax repair, pleural biopsy/drainage, oesophageal surgery, thymectomy
6. Endovascular Surgery:
- Intravascular access via catheters; guidance by fluoroscopy/USS
- EVAR (Endovascular Aneurysm Repair), TEVAR, balloon angioplasty, stenting, embolization
7. Endoscopy:
- ERCP: Bile duct stone removal, stenting, sphincterotomy
- EUS (Endoscopic Ultrasound): Tissue sampling, drainage of pseudocysts
- Endoscopic Submucosal Dissection (ESD): En-bloc resection of superficial GI neoplasms
- Transanal minimally invasive surgery (TAMIS/TEM): For rectal polyps and early rectal cancers
Advantages of MIS vs Open Surgery
- Less pain → less analgesia
- Shorter hospital stay → faster return to work
- Less blood loss
- Reduced infection (smaller wounds)
- Reduced ileus
- Better cosmesis
- Lower incisional hernia rate
Limitations
- Expensive equipment
- Long learning curve
- Not suitable for all pathologies (e.g., advanced malignancy, complex anatomy, previous multiple surgeries)
- Risk of conversion to open
- CO2 pneumoperitoneum physiological effects
- Equipment failure dependency
10. TISSUE TYPING / HLA (Human Leukocyte Antigen) ⭐⭐⭐⭐
Definition
Tissue typing is the laboratory process of identifying the HLA (Human Leukocyte Antigen) antigens on donor and recipient cells to determine compatibility before organ/tissue transplantation.
MHC and HLA System
- MHC (Major Histocompatibility Complex): A cluster of genes on chromosome 6p21 encoding highly polymorphic cell surface glycoproteins
- In humans, MHC is called the HLA system
- HLA antigens are expressed on virtually all nucleated cells
- Function: Present peptide antigens to T lymphocytes → direct immune response
HLA Classes
| Class | Loci | Expression | Function | Relevance to Transplant |
|---|
| Class I | HLA-A, HLA-B, HLA-C | All nucleated cells + platelets | Present intracellular peptides to CD8+ cytotoxic T cells | Key targets of allograft rejection |
| Class II | HLA-DP, HLA-DQ, HLA-DR | APCs (dendritic cells, macrophages, B cells, activated T cells) | Present extracellular peptides to CD4+ helper T cells | HLA-DR most important for renal transplant matching |
Why HLA Matters in Transplantation
- Mismatched HLA antigens on donor cells are recognised as "foreign" by recipient T cells → allograft rejection
- Better HLA matching → lower rejection risk → better graft survival
Tissue Typing Methods
1. Serological typing (Microlymphocytotoxicity test - CDC assay):
- Lymphocytes from donor/recipient + specific HLA antisera + complement
- Cell lysis = antigen present
- Historical method; now largely replaced
2. Molecular typing (DNA-based) - Current standard:
- PCR-SSP (Sequence-Specific Primers): Quick, low-resolution
- PCR-SSO (Sequence-Specific Oligonucleotides): Intermediate resolution; Luminex-based
- NGS (Next Generation Sequencing): High resolution, most accurate; identifies even subtle differences
- Uses blood (buccal swab) sample
Crossmatch Testing
Tests for pre-formed antibodies in recipient against donor HLA:
Complement-Dependent Cytotoxicity (CDC) Crossmatch:
- Recipient serum + donor lymphocytes + complement
- Cell death = positive crossmatch = absolute contraindication to transplant (hyperacute rejection)
Flow Cytometric Crossmatch (FCXM):
- More sensitive than CDC; detects low-level antibodies
- Positive = significant risk; further evaluation required
Virtual Crossmatch:
- Compare recipient's Panel Reactive Antibody (PRA) profile against donor's HLA typing
- No donor cells needed; used for deceased donor transplants
Panel Reactive Antibody (PRA)
- Percentage of HLA antigens in the population to which the patient has antibodies
- High PRA (> 80%): Highly sensitised patient; difficult to find compatible donor; higher risk of rejection
- Sensitisation from: previous transplant, blood transfusion, pregnancy
HLA Matching Priority
| Transplant | Most Important HLA Matching |
|---|
| Renal | HLA-DR > HLA-B > HLA-A |
| Bone marrow/Stem cell | ALL HLA loci (A, B, C, DR, DQ, DP) - 10/10 match ideal |
| Cornea | HLA matching NOT required (avascular, immune-privileged) |
| Liver | HLA matching less critical (immunologically tolerant) |
| Heart/Lung | ABO + CDC crossmatch; full HLA not always possible (time constraints) |
Rejection Types
| Type | Timing | Mechanism | Treatment |
|---|
| Hyperacute | Minutes to hours | Pre-formed antibodies (positive CDC crossmatch) | No treatment - graft removed immediately |
| Acute | Days to weeks | T-cell mediated (cellular) | High-dose steroids; anti-thymocyte globulin (ATG) |
| Chronic | Months to years | Both cellular + humoral; fibrosis; antibody-mediated | Modify immunosuppression; poor prognosis |
ABO Blood Group Compatibility
- Always required before solid organ transplant
- Incompatible ABO → hyperacute rejection (anti-A/anti-B antibodies)
- Exception: ABO-incompatible transplantation possible with pre-treatment (plasmapheresis + rituximab) in some centres
Sources: Comprehensive Clinical Nephrology 7th Edition; Schwartz's Principles of Surgery 11th Edition; Ganong's Review of Medical Physiology 26th Edition; Harrison's Principles of Internal Medicine 22nd Edition; Morgan and Mikhail's Clinical Anaesthesiology 7th Edition; Park's Textbook of Preventive and Social Medicine; Tietz Textbook of Laboratory Medicine 7th Edition; National Kidney Foundation Primer on Kidney Diseases 8th Edition