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Anaesthesia for Morbid Obesity and Bariatric Surgery
MD Anaesthesia PG Exam - Detailed Answer
SECTION 1: BODY MASS INDEX (BMI)
Definition
BMI (Body Mass / Quetelet Index) is the standard clinical tool to quantify obesity:
BMI = Body weight (kg) / Height² (m²)
WHO Classification of Obesity
| Classification | BMI (kg/m²) |
|---|
| Underweight | < 18.5 |
| Normal weight | 18.5 - 24.9 |
| Overweight | 25 - 29.9 |
| Class I Obesity | 30 - 34.9 |
| Class II Obesity | 35 - 39.9 |
| Class III / Morbid Obesity | ≥ 40 |
| Super Obesity | ≥ 50 |
| Super-Super Obesity | ≥ 60 |
Source: Barash Clinical Anesthesia 9e, Table 45-1; Fischer's Mastery of Surgery 8e, Table 2.10
Related Weight Concepts (Critical for Drug Dosing)
-
Ideal Body Weight (IBW) - Broca Index:
- Males: IBW (kg) = Height (cm) - 100
- Females: IBW (kg) = Height (cm) - 105
-
Predicted Body Weight (PBW):
- Males: PBW = 50 + 0.91 × (Height[cm] - 152.4)
- Females: PBW = 45.5 + 0.91 × (Height[cm] - 152.4)
-
Lean Body Weight (LBW):
- Males: 1.10 × TBW - 0.0128 × BMI × TBW
- Females: 1.07 × TBW - 0.0148 × BMI × TBW
- Approximation: IBW + 20-30% in morbidly obese
-
Total Body Weight (TBW): Actual measured weight
Metabolic Syndrome (Syndrome X)
Three or more of the following (NCEP ATP III):
- Central obesity: waist > 102 cm (M), > 88 cm (F)
- Triglycerides ≥ 150 mg/dL
- HDL < 40 mg/dL (M), < 50 mg/dL (F)
- BP ≥ 130/85 mmHg
- Fasting glucose ≥ 100 mg/dL
Bariatric surgery resolves metabolic syndrome in > 95% of patients achieving expected weight loss.
SECTION 2: TYPES OF BARIATRIC SURGERIES
Bariatric surgery is the most effective intervention for significant, sustained weight loss. Procedures are broadly classified by mechanism:
A. Restrictive Procedures
Reduce gastric capacity without bypassing absorptive surfaces.
1. Adjustable Gastric Band (AGB / Lap-Band)
- Inflatable silicone band placed laparoscopically around the gastric cardia
- Creates a small pouch (15-30 mL); band tightness adjustable via subcutaneous port
- Advantages: reversible, adjustable, lowest mortality
- Disadvantages: least weight loss, high revision rate, band slippage/erosion, port complications
- Weight loss: ~20% excess body weight (EBW)
2. Sleeve Gastrectomy (SG)
- Laparoscopic resection of ~80% of stomach along the greater curvature
- Creates a tubular "sleeve" (60-100 mL capacity)
- Irreversible; reduces ghrelin production (hunger hormone)
- Advantages: no anastomosis, no foreign body, good weight loss
- Disadvantages: GERD may worsen, irreversible, gastric leak risk
- Weight loss: ~60-70% EBW
- Now the most commonly performed bariatric procedure worldwide
3. Vertical Banded Gastroplasty (VBG) - largely abandoned
B. Restrictive + Malabsorptive Procedures
4. Roux-en-Y Gastric Bypass (RYGB)
- Gold standard bariatric procedure
- Small gastric pouch (~30 mL) connected to a Roux limb of jejunum (~75-150 cm)
- Biliopancreatic limb and alimentary limb reunite at jejunojejunostomy
- Mechanism: restriction + malabsorption + gut hormone changes (GLP-1, PYY ↑)
- Advantages: best long-term weight loss, excellent T2DM resolution, durable
- Disadvantages: anastomotic leak, dumping syndrome, nutritional deficiencies (B12, iron, folate, Ca), internal hernias
- Weight loss: ~70-80% EBW
5. Biliopancreatic Diversion (BPD) ± Duodenal Switch (DS)
- Most malabsorptive procedure
- Distal gastrectomy + long Roux limb (250 cm alimentary limb); common channel only 50-100 cm
- With duodenal switch: sleeve gastrectomy + duodenal-ileal anastomosis
- Advantages: maximum weight loss (>80% EBW), excellent metabolic outcomes
- Disadvantages: highest complication rate, severe nutritional deficiencies (fat-soluble vitamins, protein), highest mortality, complex surgery
- Reserved for BMI > 50 or super-obese patients
C. Other/Newer Procedures
- Intragastric balloon: Endoscopic, temporary (6 months), adjunct for pre-op weight loss
- Gastric plication: Endoscopic; experimental
- One anastomosis gastric bypass (OAGB/MGB): Single anastomosis, gaining popularity
| Procedure | Expected EBW Loss | T2DM Resolution | Mortality Risk |
|---|
| Gastric Band | ~20% | 45-60% | 0.1% |
| Sleeve Gastrectomy | ~60-70% | 60-80% | 0.1% |
| RYGB | ~70-80% | 80-90% | 0.3% |
| BPD/DS | >80% | >95% | 1-2% |
SECTION 3: PATHOPHYSIOLOGY OF MORBID OBESITY - ANAESTHETIC RELEVANCE
Understanding the systemic effects is essential for perioperative management:
Respiratory System
- Reduced FRC: Fat deposition on chest wall and diaphragm compresses the lung - FRC may fall below closing capacity in supine position, causing V/Q mismatch and hypoxemia
- Increased oxygen consumption and CO₂ production (proportional to body mass)
- Rapid desaturation on apnea - reduced apnea tolerance (FRC acts as O₂ reservoir)
- Obesity Hypoventilation Syndrome (OHS/Pickwickian): BMI > 30 + PaCO₂ > 45 mmHg without other cause
- Obstructive Sleep Apnea (OSA): High prevalence; screen with STOP-BANG questionnaire
- Pulmonary hypertension in chronic hypoxemia
- Restrictive pattern on spirometry; reduced TLC, RV, ERV
Cardiovascular System
- Increased blood volume and cardiac output (extra 100 mL blood per kg fat)
- Left ventricular hypertrophy (concentric - from HTN; eccentric - from volume overload)
- High incidence of HTN, CAD, cardiomyopathy
- Difficult ECG interpretation - low voltage from fat insulation, false LVH criteria
- Increased risk of arrhythmias
Gastrointestinal System
- Gastroparesis and GERD common
- Increased gastric volume, increased intra-abdominal pressure
- Full stomach risk: Hiatus hernia, increased aspiration risk
- Fatty liver / NAFLD in up to 90%
Endocrine/Metabolic
- High prevalence of Type 2 DM - insulin resistance; risk ↑ by 25% for every 1 kg/m² BMI above 22
- Subclinical hypothyroidism in ~25% of morbidly obese
- Dyslipidemia
- Hypercoagulable state
Pharmacokinetic Changes
Drug dosing must be carefully tailored:
| Drug | Dosing Basis | Reason |
|---|
| Propofol (induction) | LBW | Mainly distributed to lean tissue |
| Propofol (maintenance) | TBW | Distribution increases with obesity |
| Thiopentone | LBW | |
| Succinylcholine | TBW | Increased plasma cholinesterase |
| Rocuronium/Vecuronium | IBW | Avoid overdose |
| Sugammadex | TBW | |
| Fentanyl | LBW (titrate) | Lipophilic but titrate to effect |
| Remifentanil | LBW | Context-sensitive half-life advantage |
| Midazolam | LBW | Avoid overdose |
| Neostigmine | TBW | |
Source: Barash Clinical Anesthesia 9e, Pharmacologic Principles section
SECTION 4: PRE-OPERATIVE EVALUATION
Indications for Bariatric Surgery
- BMI ≥ 40 kg/m² OR
- BMI ≥ 35 with significant obesity-related comorbidities (T2DM, OSA, HTN, joint disease)
- Failure of ≥ 6 months conservative management
- Age 18-65 years (relative limits)
- Psychologically stable; committed to lifestyle changes
Contraindications
- Unstable CAD
- Uncontrolled severe OSA
- Uncontrolled psychiatric disorder (absolute)
- Intellectual disability (IQ < 60)
- Active malignancy with poor 5-year prognosis
- Continued drug/alcohol abuse
- Cirrhotic liver disease with portal hypertension
- Inability to comply with postoperative restrictions
Pre-operative Assessment Framework
1. History
- Duration and degree of obesity
- Previous attempts at weight loss
- Comorbidities: HTN, CAD, T2DM, OSA, GERD, hypothyroidism
- Drug history: antihypertensives, oral hypoglycemics, antidepressants
- Functional capacity (METs): stair climbing, exercise tolerance
- Previous anesthetic difficulties
- STOP-BANG score for OSA (≥ 3 = high risk)
STOP-BANG Questionnaire:
- Snoring
- Tiredness daytime
- Observed apnea
- Pressure (high BP)
- BMI > 35
- Age > 50
- Neck circumference > 40 cm
- Gender = Male
Score ≥ 3: High risk for OSA → refer for sleep study / initiate CPAP
2. Airway Assessment (Critical)
- Mallampati class III/IV (independent risk factor for difficult intubation)
- Neck circumference > 40 cm
- Thyromental distance
- Mouth opening
- Neck extension
- Pretracheal soft tissue thickness on ultrasound
- History of OSA (pharyngeal tissue redundancy)
- Ramped positioning improves laryngoscopic view significantly
3. Cardiovascular Evaluation
- ACC/AHA guidelines; Class III obesity (BMI ≥ 40) warrants ECG + CXR regardless of age if even one CAD risk factor or poor functional capacity
- Echocardiography if LVH, cardiomyopathy, pulmonary HTN suspected
- Stress testing if > 4 METs threshold not met
4. Pulmonary Evaluation
- SpO₂ at rest and on exertion
- ABG if OHS suspected (PaCO₂ > 45 mmHg)
- PFTs if COPD/asthma; restrictive pattern expected
- Polysomnography for OSA
- Chest X-ray
5. Laboratory Investigations
- CBC, blood group and crossmatch
- Blood glucose, HbA1c
- LFTs (NAFLD very common)
- Renal function tests (creatinine, BUN)
- TFTs (hypothyroidism screen)
- Serum electrolytes
- Coagulation profile (PT, aPTT)
- Lipid profile
- 12-lead ECG
- Helicobacter pylori testing (eradicate if positive)
6. Pre-operative Optimization
- Initiate/optimize CPAP therapy if OSA diagnosed - continue perioperatively
- Optimize blood glucose (HbA1c < 8%)
- Control BP
- Pre-operative weight reduction (VLCD - very low calorie diet for 2-4 weeks pre-op reduces liver size, improves surgical access)
- Thromboprophylaxis planning
- Stop metformin 24-48 hours pre-op
- Pre-operative CPAP reduces incidence of post-op pulmonary complications
7. Risk Stratification Tools
- ASA classification: Morbid obesity with comorbidities typically ASA III-IV
- Obesity Surgery Mortality Risk Score (OS-MRS): five risk factors
- BMI ≥ 50
- Male sex
- HTN
- Pulmonary embolism risk (OHS, right heart failure, previous VTE)
- Age ≥ 45 years
- Score 0-1: Class A (0.2% mortality); 2-3: Class B (1.1%); 4-5: Class C (2.4%)
SECTION 5: INTRAOPERATIVE MANAGEMENT
Premedication
- Avoid sedative premedication (benzodiazepines, opioids) - risk of respiratory depression/airway obstruction
- H₂ blockers (ranitidine) + proton pump inhibitors (omeprazole) - reduce gastric volume and acidity
- Metoclopramide 10 mg IV - prokinetic, reduces gastric volume, increases LOS tone
- If CPAP-dependent, apply pre-operatively
Monitoring (Standard + Additional)
- Standard: SpO₂, ETCO₂, ECG, NIBP, temperature
- Arterial line (invasive BP): Often needed - NIBP unreliable with large arm circumference; use correct large cuff (bladder covering ≥ 80% of arm circumference)
- Central venous access if peripheral access difficult
- Foley catheter (urine output monitoring during prolonged procedures)
- Nerve stimulator/TOF monitor - mandatory, neuromuscular blockade harder to assess clinically
- BIS monitor (anesthetic depth - avoid awareness and overdose)
- Oesophageal Doppler / PICCO for haemodynamic monitoring in high-risk patients
Patient Positioning
- Ramped position for intubation: elevate upper body and head until ear aligns with sternum horizontally - significantly improves laryngoscopic view compared to sniffing position alone
- Can achieve with commercially available ramp devices or blanket ramp
- Reverse Trendelenburg (20-30°) improves FRC and reduces regurgitation risk
- Supine position → rhabdomyolysis from gluteal muscle pressure reported
- Careful padding of all pressure points (gel pads)
- Operating table must have adequate weight capacity (bariatric tables)
Airway Management
This is the most critical challenge:
Pre-oxygenation:
- 3-5 minutes of 100% O₂ via tight-fitting mask
- CPAP/BiPAP at 10 cmH₂O during pre-oxygenation dramatically extends safe apnea time by recruiting alveoli and increasing FRC
- Target SpO₂ > 98% before induction
- Reverse Trendelenburg position during pre-oxygenation
Induction Strategy:
- Rapid Sequence Induction (RSI) standard approach - full stomach risk
- Cricoid pressure (Sellick's maneuver) - controversial but widely used
- Drugs: Propofol (2 mg/kg LBW) + Succinylcholine (1.5 mg/kg TBW) or Rocuronium (1.2 mg/kg IBW) for RSI
- Have difficult airway equipment immediately available (videolaryngoscope, airway exchange catheter, emergency surgical airway kit)
- Videolaryngoscopy (e.g. McGrath, GlideScope, C-MAC) preferred or immediately available - improves first-pass success
Intubation:
- Oral endotracheal intubation preferred
- Confirm with waveform capnography (not just SpO₂)
- Lubricated tube stylet, bougie available
- Backup: LMA Supreme as bridge to surgical airway
If Anticipated Difficult Airway:
- Awake fibreoptic intubation (AFOI) - gold standard for anticipated difficult airway
- Nasal route preferred for AFOI
- Adequate topical anaesthesia: lignocaine 4% spray; transtracheal block
Induction Agents
- Propofol: 1-2 mg/kg LBW (induction); avoid overdose
- Thiopentone: LBW dosing
- Ketamine: useful in haemodynamically compromised; 1-2 mg/kg IBW
Maintenance of Anaesthesia
- Total Intravenous Anaesthesia (TIVA): Preferred for bariatric surgery
- Propofol infusion: TBW-based dosing for maintenance
- Remifentanil: LBW (context-insensitive - ideal for obese)
- Reduces PONV vs inhalational agents
- Inhalational agents: Desflurane preferred (lowest fat solubility, fastest emergence) over isoflurane and sevoflurane; however avoid in PONV-high risk
- Nitrous oxide: Avoid - increases bowel distension (laparoscopic surgery), increases PONV
Neuromuscular Blockade
- Succinylcholine: 1.5 mg/kg TBW (plasma cholinesterase activity increases with TBW)
- Rocuronium/Vecuronium: Dose on IBW to avoid prolonged blockade
- Mandatory TOF monitoring throughout
- Sugammadex: Dose on TBW (16 mg/kg TBW for immediate reversal; 4 mg/kg for T2 recovery); preferred reversal agent - faster, more reliable than neostigmine
Ventilation Strategy
- Lung-protective ventilation (LPV):
- Tidal volume (VT): 6-8 mL/kg PBW (NOT TBW - prevents volutrauma)
- PEEP: 10-15 cmH₂O (reduces atelectasis, improves oxygenation)
- Recruitment maneuvers: Apply at induction and during surgery (sustained inflation 40 cmH₂O × 30 sec or incremental PEEP)
- Respiratory rate: titrate to normocapnia (PaCO₂ 35-45)
- FiO₂: lowest to maintain SpO₂ ≥ 95%
- Reverse Trendelenburg position maintains FRC better than supine
- ETCO₂ may underestimate PaCO₂ by 5-10 mmHg in obese patients - ABG correlation recommended
Laparoscopic Considerations
- Pneumoperitoneum (CO₂ insufflation to 12-15 mmHg):
- Further reduces FRC
- Increases airway pressures
- CO₂ absorption increases ETCO₂ - increase RR accordingly
- Head-down (Trendelenburg) → even worse FRC; head-up preferred for bariatric procedures (reverse Trendelenburg or beach chair)
- Vasovagal response on peritoneal insufflation
- Risk of pneumothorax, surgical emphysema, pneumomediastinum
Fluid Management
- Goal-directed fluid therapy recommended
- Avoid excess crystalloid (increased tissue oedema, worse oxygenation post-op)
- Estimated blood volume (EBV) ~50 mL/kg TBW
- Urine output target ≥ 0.5 mL/kg/hr (based on IBW, not TBW)
Analgesia (Multimodal)
- Opioid-sparing strategy preferred (reduces respiratory depression, PONV):
- Paracetamol (acetaminophen) - dose on LBW (max 2g/dose)
- NSAIDs (ketorolac, diclofenac) - unless contraindicated
- Dexmedetomidine infusion: reduces opioid requirements, anxiolytic, no respiratory depression
- Ketamine (sub-anaesthetic doses 0.1-0.5 mg/kg): adjunct analgesia
- Lignocaine infusion: perioperative systemic local anaesthetic reduces opioid requirements
- Regional techniques: TAP block (Transversus Abdominis Plane), wound infiltration, epidural (for open procedures)
- If opioids required: use short-acting agents (remifentanil intraop; fentanyl PCA carefully titrated)
VTE Prophylaxis
- Mechanical: Pneumatic compression devices (PCDs) from induction; TED stockings
- Pharmacological: Low-molecular-weight heparin (LMWH - enoxaparin) - dose on TBW (higher doses needed: enoxaparin 0.5 mg/kg TBW BD or 40 mg BD); start 12 hrs post-op
- Prophylactic IVC filter in very high-risk patients (prior VTE, OHS, pulmonary hypertension)
- Maintain early mobilisation post-operatively
SECTION 6: POST-OPERATIVE MANAGEMENT
Post-Anaesthesia Care Unit (PACU)
- Semi-sitting / head-up position (30-45°) at all times - prevents atelectasis and aspiration
- Never nurse flat or supine
- SpO₂ monitoring continuously
- Supplemental O₂ initially; target SpO₂ ≥ 92-95%
- Resume CPAP/BiPAP immediately in OSA patients - apply in PACU before fully awake if tolerated
- Criteria for safe extubation:
- Awake, following commands
- TOF ratio ≥ 0.9 (neuromuscular blockade fully reversed)
- SpO₂ ≥ 95% on room air or minimal O₂
- Adequate minute ventilation (RR 10-20)
- Normothermic
Extubation Strategy
- Extubate awake (not deep extubation) - aspiration risk
- Extubate in reverse Trendelenburg or semi-sitting
- Have re-intubation equipment immediately ready
- Consider laryngeal mask (LMA) as bridge if oedema anticipated
Respiratory Management Post-Op
- CPAP/BiPAP for OSA patients (continue home settings)
- Incentive spirometry
- Deep breathing exercises, early physiotherapy
- High-Flow Nasal Cannula (HFNC) if standard O₂ insufficient
- Monitor for pulmonary oedema, atelectasis, pneumonia, respiratory failure
Pain Management Post-Op
- Multimodal analgesia continues:
- Regular paracetamol ± NSAIDs
- Opioid PCA - careful monitoring, lowest effective dose
- TAP block / epidural for open procedures
- Avoid IM injections (unreliable absorption, difficult access)
- Monitor sedation score and respiratory rate with opioids
DVT/PE Prophylaxis
- Continue LMWH for 28 days post-op (extended prophylaxis)
- Early ambulation (within 24 hours)
- Graduated compression stockings
Other Post-Operative Concerns
1. PONV (Post-Operative Nausea and Vomiting)
- Very high risk (female, non-smoker, opioids, history of PONV)
- Triple prophylaxis: Ondansetron + Dexamethasone + Droperidol/Scopolamine
- TIVA preferred to reduce PONV
2. Rhabdomyolysis
- From pressure on muscle groups (gluteal) intraoperatively
- Monitor CK levels, urine output, urine colour
- Aggressive IV hydration if suspected
3. Wound Care
- Obese patients have higher risk of wound infection, dehiscence
- Keep skin folds dry; regular inspection
4. Metabolic/Nutritional
- Blood glucose monitoring (insulin sliding scale)
- Early post-op nutritional support per bariatric team protocol
- Vitamin and mineral supplementation (B12, iron, folate, calcium - especially after RYGB)
5. Discharge Criteria
- For day-case/short-stay: More stringent criteria in obese patients
- SOBA (Society for Obesity and Bariatric Anaesthesia) red flags for day surgery:
- BMI ≥ 50
- Uncontrolled OSA / not on CPAP
- OHS
- Uncontrolled comorbidities
- History of difficult airway
6. Complications of Bariatric Surgery - Post-Op Vigilance
- Anastomotic leak (most serious - presents with tachycardia, fever, peritonism; may need re-operation)
- Internal hernia (RYGB - intermittent abdominal pain)
- Dumping syndrome (RYGB - early or late hypoglycemia)
- Nutritional deficiencies (B12, iron, thiamine, folate, Ca, fat-soluble vitamins)
- GERD worsening (sleeve gastrectomy)
- DVT/PE - up to 3 months post-op
- Wound complications
Summary Diagram
MORBID OBESITY (BMI ≥ 40) FOR BARIATRIC SURGERY
│
▼
PRE-OP ──────────────────────────────────────────
• Airway: Mallampati, neck circ, thyromental
• Cardiac: ECG, Echo, stress test (ACC/AHA)
• Pulmonary: SpO₂, ABG, PFTs, sleep study
• Labs: CBC, LFTs, RFTs, HbA1c, TFTs
• OS-MRS risk score
• Optimize: CPAP, glucose, BP, pre-op VLCD
│
▼
INTRA-OP ────────────────────────────────────────
• RSI + Ramped position + Videolaryngoscope
• TIVA (Propofol + Remifentanil)
• Lung-protective ventilation (6-8 mL/kg PBW + PEEP 10-15)
• IBW dosing NMB, sugammadex reversal
• Multimodal analgesia (opioid-sparing)
• Mechanical + LMWH VTE prophylaxis
│
▼
POST-OP ─────────────────────────────────────────
• Semi-sitting, SpO₂ monitoring
• Resume CPAP immediately
• Awake extubation, re-intubation ready
• Multimodal analgesia, PONV prophylaxis
• Early mobilisation, LMWH × 28 days
• Monitor for anastomotic leak, PE, rhabdo
Key Exam Points:
- Drug doses: Succinylcholine on TBW; NMB (rocuronium, vecuronium) on IBW; Sugammadex on TBW; Propofol induction on LBW, maintenance on TBW; Remifentanil on LBW
- Tidal volume always on PBW, never TBW
- Pre-oxygenation + CPAP extends safe apnea time significantly
- Ramped position (ear-sternum alignment) is optimal for intubation
- TIVA (propofol + remifentanil) preferred over inhalational agents for bariatric surgery
- Desflurane is preferred inhalational agent if used (lowest fat solubility)
- Never nurse post-op bariatric patient flat; always semi-sitting ≥ 30°
- PONV triple prophylaxis is standard
- Recent 2025 guidelines from the Society for Obesity and Bariatric Anaesthesia (SOBA) emphasize systematic airway management best practices in obese patients (PMID: 40468902)
Sources: Miller's Anesthesia 10e (Chapters on Morbid Obesity and Bariatric Surgery), Barash Clinical Anesthesia 9e (Chapter 45), Fischer's Mastery of Surgery 8e, Current Surgical Therapy 14e (Metabolic and Bariatric Surgery chapter), Bailey & Love's Surgery 28e