1. Classification of pleural effusion
A. By pathophysiology: transudate vs exudate
This is the most useful initial classification because it directs the differential diagnosis and work-up.
| Type | Basic mechanism | Common causes |
|---|
| Transudative effusion | Systemic imbalance in hydrostatic or oncotic pressure, with an otherwise normal pleura | Heart failure, cirrhosis with hepatic hydrothorax, nephrotic syndrome, hypoalbuminemia, peritoneal dialysis, myxedema |
| Exudative effusion | Local pleural disease causing increased capillary permeability, impaired lymphatic drainage, or fluid entry into pleura | Infection including TB, malignancy, pulmonary embolism, connective-tissue disease, pancreatitis, hemothorax, chylothorax, drug-related disease |
Light's criteria
Pleural fluid is an exudate if any one of the following is present:
- Pleural fluid protein / serum protein ratio > 0.5
- Pleural fluid LDH / serum LDH ratio > 0.6
- Pleural fluid LDH > two-thirds of the upper limit of normal serum LDH
If none is present, it is a transudate. Light's criteria are highly sensitive, but diuretic-treated heart failure may be misclassified as an exudate ("pseudoexudate"). In that setting, use the serum-pleural fluid albumin gradient.
Fishman's Pulmonary Diseases and Disorders, 2-volume set, p. 1352.
Symptom to Diagnosis: An Evidence-Based Guide, 4th ed., p. 4957-4973.
B. By cause or nature of fluid
| Category | Examples |
|---|
| Hydrothorax | Serous, non-inflammatory fluid, commonly due to heart failure or cirrhosis |
| Parapneumonic effusion | Associated with pneumonia |
| Complicated parapneumonic effusion / empyema | Bacterial infection in pleural space; pus, positive Gram stain/culture, or adverse biochemistry may require drainage |
| Tuberculous pleural effusion | Usually a lymphocyte-predominant exudate |
| Malignant pleural effusion | Metastatic carcinoma, lymphoma, mesothelioma |
| Hemothorax | Pleural fluid hematocrit ≥50% of peripheral blood hematocrit |
| Chylothorax | Thoracic duct disruption or obstruction; triglyceride-rich chylous fluid |
| Pseudochylothorax | Chronic cholesterol-rich effusion, for example long-standing TB or rheumatoid pleuritis |
| Pancreatic effusion | High pleural-fluid amylase |
| Urinothorax | Usually transudative, with pleural-fluid creatinine higher than serum creatinine |
C. By cell predominance in exudates
- Neutrophil predominant: acute parapneumonic effusion, pulmonary embolism, early TB, pancreatitis.
- Lymphocyte predominant: TB, malignancy, lymphoma, chronic rheumatoid pleuritis, chylothorax.
- Eosinophil predominant: air or blood in pleural cavity, drugs, parasites, malignancy, pulmonary embolism. It is not diagnostic of a benign condition.
- Predominantly malignant cells on cytology: malignant pleural effusion.
D. By imaging and complexity
- Free-flowing vs loculated
- Unilateral vs bilateral
- Small, moderate, or massive
- Simple vs complicated/septated
- Pleural thickening or nodularity suggests a pleural process, especially malignancy or TB.
2. General approach to extrapulmonary tuberculosis (EPTB)
EPTB is TB involving organs outside the lung. Major sites include lymph nodes, pleura, genitourinary tract, bones and joints, meninges, peritoneum, and pericardium. A patient may have both pulmonary and extrapulmonary disease.
Harrison's Principles of Internal Medicine, 22nd ed., p. 1430.
Stepwise approach
Step 1: Recognize the clinical syndrome and risk factors
Consider EPTB in a patient with:
- Subacute or chronic fever, night sweats, weight loss, anorexia
- Known TB contact, prior TB, residence in a high-burden setting
- HIV infection, diabetes, chronic kidney disease, malnutrition, immunosuppression, anti-TNF therapy, transplant status
- Organ-specific manifestations:
- Cervical lymphadenopathy
- Pleural effusion
- Back pain or vertebral collapse
- Monoarthritis
- Meningitis
- Ascites/peritoneal thickening
- Pericardial effusion
- Sterile pyuria, urinary symptoms, infertility
Step 2: Look for concomitant pulmonary TB and assess infectivity
Even where disease appears extrapulmonary:
- Chest radiograph, and CT chest when indicated
- Sputum testing for AFB smear, mycobacterial culture, and molecular assay if cough, abnormal chest imaging, or sputum can be induced
- Assess respiratory isolation needs if pulmonary/laryngeal TB is possible.
Step 3: Obtain the best specimen from the involved site
The core diagnostic principle is:
Obtain tissue or fluid from the affected site for microbiology and histopathology whenever safely possible.
Send relevant specimens for:
- AFB smear
- Mycobacterial culture, including drug-susceptibility testing
- Rapid molecular test, such as Xpert MTB/RIF or equivalent, including rifampicin-resistance detection
- Histopathology, looking for granulomas and caseation
- Tests for alternate diagnoses, such as bacterial/fungal culture, cytology, lymphoma work-up, or autoimmune studies where appropriate.
EPTB is often paucibacillary, so a negative smear or molecular test from fluid does not exclude TB. Tissue sampling often has substantially higher diagnostic yield than fluid alone.
Step 4: Test for associated conditions before treatment
- HIV test in all patients with suspected or confirmed TB
- Baseline liver and renal function, complete blood count
- Pregnancy status where relevant
- Visual acuity/color vision before ethambutol, where feasible
- Drug interaction review, especially antiretroviral therapy, anticoagulants, anticonvulsants, and transplant drugs
- Assess for diabetes and immunosuppression.
Step 5: Treat confirmed, or strongly probable, drug-susceptible EPTB
For most forms of drug-susceptible EPTB, including pleural TB, treatment is usually the standard first-line regimen:
- Intensive phase: 2 months of H + R + Z + E
- Continuation phase: 4 months of H + R
This is written as
2HRZE/4HR, total
6 months, subject to national TB-program guidance, drug susceptibility, HIV status, and response. CDC guidance notes that the same basic principles apply to extrapulmonary disease, with 6-month therapy generally used except at selected sites such as the CNS, where longer treatment is customary. See the
CDC extrapulmonary TB guidance.
Longer treatment is commonly considered for:
- TB meningitis: generally 9-12 months
- Bone and joint TB, especially spinal TB: often 9-12 months, depending on guideline, surgical issues, and clinical response
- Selected complicated disease, drug resistance, or slow response.
Step 6: Identify EPTB forms requiring urgent specialist input
- TB meningitis: urgent treatment, neuroimaging/CSF work-up as appropriate, corticosteroids.
- Pericardial TB: assess for tamponade and constrictive physiology.
- Spinal TB: assess for neurologic deficit, instability, deformity, or abscess.
- Airway compromise from lymph nodes, large pleural effusion causing respiratory distress, or disseminated TB.
- Suspected multidrug-resistant TB.
3. Pleural tuberculosis / tuberculous pleural effusion
Pleural TB is classified as extrapulmonary TB for reporting purposes, despite the pleura being intrathoracic.
Murray & Nadel's Textbook of Respiratory Medicine, 2-volume set, p. 1196.
Pathogenesis
The usual tuberculous pleural effusion is a delayed hypersensitivity response after a small number of bacilli reach the pleural space, often from a subpleural focus. Thus, it is usually paucibacillary.
Two forms should be distinguished:
-
Tuberculous pleuritis with effusion
- Common form
- Usually paucibacillary
- Pleural-fluid smear is commonly negative
-
Tuberculous empyema
- Less common
- Usually due to rupture of a cavity or adjacent pulmonary focus into pleura, often through a bronchopleural fistula
- Thick/cloudy fluid and a higher bacillary burden
- AFB smear and culture are more often positive
Murray & Nadel's Textbook of Respiratory Medicine, 2-volume set, p. 1196.
Clinical features
Typical presentation is acute or subacute:
- Fever
- Pleuritic chest pain
- Dry cough
- Dyspnea, especially with a large effusion
- Weight loss or night sweats may occur
- Unilateral effusion is usual; bilateral effusions are uncommon.
Chest radiography demonstrates the effusion and may show associated parenchymal disease. Thoracic ultrasound confirms fluid, identifies loculations, and guides safe aspiration.
Pleural-fluid profile suggestive of TB
Typical fluid findings are:
- Straw-colored, occasionally blood-stained
- Exudative
- Protein often >50% of serum protein
- Usually lymphocyte predominant, especially later in disease
- Early disease may be neutrophil predominant
- Glucose normal to low
- pH usually around 7.3, occasionally lower
- Lymphocyte:neutrophil ratio commonly >0.75 in established disease.
Murray & Nadel's Textbook of Respiratory Medicine, 2-volume set, p. 1196.
A lymphocyte-rich exudate should particularly raise the differential of TB, malignancy, lymphoma, chronic rheumatoid pleuritis, and chylothorax. It is not by itself diagnostic of TB.
Diagnostic approach to suspected pleural TB
1. Initial assessment
- Clinical TB risk and symptoms
- Chest radiograph and thoracic ultrasound
- CT chest if parenchymal lesions, lymphadenopathy, pleural thickening, malignancy, or loculations need assessment
- Sputum AFB smear, culture, and molecular testing, including induced sputum if necessary
- HIV testing.
2. Diagnostic thoracentesis
Send pleural fluid for:
- Appearance
- Total and differential leukocyte count
- Protein, LDH, glucose, pH with paired serum protein and LDH
- Gram stain and bacterial culture
- Cytology
- AFB smear and mycobacterial culture
- Molecular assay such as Xpert MTB/RIF, if available
- ADA in a suitable clinical setting
- Consider interferon-gamma where available.
3. Interpreting ADA
High pleural-fluid ADA supports pleural TB in a compatible lymphocytic exudate and in a high-prevalence setting. The threshold depends on laboratory method and local population. Commonly used cutoffs are around 35-40 U/L.
However:
- ADA is not a stand-alone confirmation test.
- False positive ADA can occur with parapneumonic effusion/empyema, lymphoma, and some inflammatory pleural diseases.
- ADA can be less reliable in advanced age and immunosuppression, including HIV.
Murray & Nadel reports good diagnostic performance at ADA >35 U/L in appropriate patients, but warns about false positives and reduced utility in immunosuppression.
Murray & Nadel's Textbook of Respiratory Medicine, 2-volume set, p. 1197.
4. Pleural biopsy when fluid testing is non-diagnostic
A diagnosis is confirmed by either:
- Demonstrating M. tuberculosis in pleural fluid or tissue by microscopy, culture, or molecular test, or
- Demonstrating caseating granulomas in pleural tissue.
Because the disease is paucibacillary, pleural-fluid AFB smear is rarely positive and pleural-fluid culture has limited sensitivity. Pleural tissue provides greater yield.
Options:
- Image-guided pleural biopsy
- Closed needle biopsy, with multiple tissue samples for histology, AFB stain, culture, and molecular testing
- Medical thoracoscopy/pleuroscopy, especially if diagnosis remains unclear or malignancy is a concern.
Murray & Nadel notes that fluid culture is positive in only about 20-40% of proven non-empyematous pleural TB cases; multiple pleural biopsy samples and thoracoscopy materially improve yield.
Murray & Nadel's Textbook of Respiratory Medicine, 2-volume set, p. 1197.
Treatment of pleural TB
Drug treatment
For drug-susceptible pleural TB:
- 2 months HRZE, followed by
- 4 months HR
Use weight-based doses and directly observed or supported treatment according to local program policy. Obtain culture and drug-susceptibility results whenever possible, because these determine whether the regimen should be modified.
Drainage
- Diagnostic aspiration is required for most new unilateral exudative effusions.
- Therapeutic aspiration is appropriate for a large effusion causing significant dyspnea or hypoxemia.
- Routine repeated drainage solely to prevent residual pleural thickening is not generally required.
- Chest-tube drainage is indicated for tuberculous empyema, frank pus, bronchopleural fistula, or a complex infected/loculated collection.
- Persistent pleural thickening, trapped lung, or chronic TB empyema may require thoracic-surgery input.
Corticosteroids
Routine corticosteroids are not recommended for uncomplicated tuberculous pleural effusion. They may hasten symptomatic or radiographic resolution in some situations but do not reliably prevent residual pleural thickening and can cause adverse effects. Steroids have clearer roles in selected other EPTB forms, especially TB meningitis and sometimes TB pericarditis.
Practical examination-style algorithm
Unilateral pleural effusion with TB suspected
→ Chest X-ray + ultrasound
→ Sputum for AFB/culture/molecular testing
→ Diagnostic pleural tap
→ Confirm exudate by Light's criteria
→ Pleural-fluid differential, ADA, AFB smear/culture, molecular test, cytology
→ If lymphocytic exudate with high ADA and compatible epidemiology, TB becomes likely
→ Seek microbiologic or histologic confirmation whenever feasible
→ If non-diagnostic, image-guided pleural biopsy or thoracoscopy
→ Start appropriate anti-TB treatment once confirmed, or when the cumulative evidence is sufficiently strong and dangerous alternatives have been reasonably excluded.