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SHOCK - Complete Review
PART A: DEFINITION & CLASSIFICATION OF SHOCK
Definition
Shock is a state of circulatory failure resulting in inadequate oxygen delivery to meet tissue metabolic demands, leading to cellular hypoxia and organ dysfunction. All shock states are characterized by systemic tissue hypoperfusion.
Physiologically: Oxygen delivery (DO2) = Cardiac Output (CO) × Arterial Oxygen Content (CaO2)
- CaO2 = (Hb × 1.34 × SaO2) + (PaO2 × 0.003)
Any process that reduces HR, preload, contractility, SVR, SaO2, or Hb has the potential to reduce DO2 and cause shock.
(Harrison's Principles of Internal Medicine, 22E)
Classification of Shock
The most clinically applicable classification is based on the initiating mechanism. Multiple types may coexist in the same patient.
| Type | Primary Mechanism | Examples |
|---|
| Hypovolaemic | Reduced circulating volume | Haemorrhage, burns, vomiting, diarrhoea, DKA, third-spacing |
| Cardiogenic | Pump failure | MI, arrhythmias, valvular disease, myocarditis, cardiomyopathy |
| Obstructive | Mechanical obstruction to cardiac filling | Cardiac tamponade, tension pneumothorax, massive PE, aortic dissection |
| Distributive | Reduced SVR / maldistribution of flow | Septic shock, anaphylaxis, neurogenic shock, adrenal crisis |
| Endocrine | Hormonal failure | Addisonian crisis, myxoedema coma |
(Bailey & Love's Short Practice of Surgery, 28e; Harrison's Principles of Internal Medicine, 22E)
Hemodynamic profiles distinguishing the types:
| Parameter | Hypovolaemic | Cardiogenic | Distributive | Obstructive |
|---|
| CO/CI | ↓ | ↓↓ | ↑ | ↓ |
| SVR | ↑ | ↑ | ↓↓ | ↑ |
| CVP/Preload | ↓ | ↑ | ↓ | ↑ (RV)/↓ (LV) |
PART B: HYPOVOLAEMIC SHOCK (Haemorrhagic Shock ★★★★)
Definition
Hypovolaemic shock results from a reduced circulating volume. It is the most common form of shock and, to some degree, is a component of all other forms of shock.
Causes:
- Haemorrhagic (most common): Trauma, GI bleeding, ruptured ectopic pregnancy, ruptured AAA
- Non-haemorrhagic: Vomiting, diarrhoea, burns, polyuria (DKA, DI), third-spacing (bowel obstruction, pancreatitis, burns)
(Bailey & Love's Short Practice of Surgery, 28e)
ATLS Classification of Haemorrhagic Shock (4 Classes)
| Parameter | Class I | Class II | Class III | Class IV |
|---|
| Blood loss (mL)* | Up to 750 | 750-1500 | 1500-2000 | >2000 |
| Blood loss (%) | Up to 15% | 15-30% | 30-40% | >40% |
| Pulse (bpm) | <100 | >100 | >120 | >140 |
| Blood pressure | Normal | Normal | Decreased | Decreased |
| Pulse pressure | Normal/↑ | Decreased | Decreased | Decreased |
| Respiratory rate | 14-20/min | 20-30/min | 30-40/min | >35/min |
| Urine output (mL/hr) | >30 | 20-30 | 5-15 | Negligible |
| Mental status | Slightly anxious | Mildly anxious | Anxious/confused | Confused/lethargic |
| Fluid replacement | Crystalloid | Crystalloid | Crystalloid + blood | Crystalloid + blood |
Estimates based on a 70-kg patient. (Goldman-Cecil Medicine; Sabiston Textbook of Surgery)
Key memory points: BP drops only in Class III/IV. Pulse pressure narrows from Class II. Urine output is the most sensitive early indicator of organ hypoperfusion.
Pathophysiology of Hypovolaemic/Haemorrhagic Shock
1. Initiating Event
Loss of circulating blood volume → ↓ venous return → ↓ preload → ↓ stroke volume → ↓ cardiac output → ↓ mean arterial pressure.
2. Compensatory Phase (Neuroendocrine Response)
a) Baroreceptor activation:
- Baroreceptors in the aortic arch, carotid bodies, and atria detect the fall in pressure.
- Inhibition of parasympathetic discharge + stimulation of sympathetic outflow.
- Release of norepinephrine and epinephrine → activation of adrenergic receptors on myocardium and vascular smooth muscle.
- Result: ↑HR, ↑contractility, ↑peripheral vascular resistance → attempted restoration of BP.
- Blood is selectively shunted AWAY from skin, skeletal muscle, and splanchnic circulation TOWARD brain, heart, and kidneys.
b) Renin-Angiotensin-Aldosterone System (RAAS):
- Renal juxtaglomerular apparatus detects ↓ renal perfusion → secretes renin.
- Renin converts angiotensinogen → angiotensin I → (pulmonary ACE) → angiotensin II.
- Angiotensin II: vasoconstriction + stimulates adrenal medulla (catecholamine release) + stimulates adrenal cortex zona glomerulosa to release aldosterone.
- Aldosterone → ↑renal Na+ reabsorption (↑K+ excretion) → ↑water retention → ↑intravascular volume.
c) ADH (Antidiuretic Hormone):
- Carotid baroreceptors signal hypothalamus (supraoptic & paraventricular nuclei).
- ADH released from posterior pituitary → free water retention at kidney collecting ducts.
- Also recruits extravascular and intracellular fluid into the vascular compartment.
d) Capillary fluid shift:
- Fall in capillary hydrostatic pressure (precapillary sphincters constrict more than postcapillary) → net movement of interstitial fluid into capillaries (transcapillary refill).
e) Stress hyperglycaemia:
- Catecholamine release → hepatic glycogenolysis → elevated glucose (early warning sign of hemodynamic instability).
3. Cellular/Metabolic Effects
When compensatory mechanisms are overwhelmed:
- Cells switch from aerobic to anaerobic metabolism → lactic acid production → metabolic acidosis (high anion gap).
- ↓ATP production → failure of Na+/K+-ATPase pump → cellular swelling.
- Ischaemia-reperfusion → free radical generation and inflammatory cascade activation.
4. The "Lethal Triad"
In severe haemorrhagic shock, three self-reinforcing abnormalities develop:
| Triad Component | Mechanism |
|---|
| Acidosis | Anaerobic metabolism → lactic acid; ↓pH impairs coagulation factor function |
| Hypothermia | Vasoconstriction + reduced metabolic activity; impairs enzymatic coagulation |
| Coagulopathy | Dilution from resuscitation, consumption of clotting factors, DIC |
Each worsens the other - "bloody vicious cycle". Treatment targets all three simultaneously (Damage Control Resuscitation).
(Sabiston Textbook of Surgery, Mulholland & Greenfield's Surgery)
5. Progression to Irreversible Shock
If untreated: Profound acidosis → ↓myocardial contractility → circulatory collapse → multi-organ failure (MOF):
- Renal failure (ATN from ischaemia)
- ARDS (lung capillary leak + inflammation)
- Gut ischaemia → bacterial translocation → secondary sepsis
- Hepatic failure, DIC
Clinical Features (C/F) of Hypovolaemic Shock
Symptoms:
- Thirst, anxiety, restlessness
- Dizziness, syncope (postural)
- Cold, clammy skin
- Oliguria/anuria
- Confusion, altered sensorium (late)
Signs:
| System | Early (Compensated) | Late (Decompensated) |
|---|
| Pulse | Tachycardia, weak/thready | >140 bpm, feeble |
| BP | Normal (maintained by compensation) | ↓ Hypotension |
| Pulse pressure | Narrow | Very narrow |
| Respiratory rate | Mild tachypnoea | Severe tachypnoea |
| Skin | Cool, pale, clammy, pallor | Mottled, cyanosed |
| Capillary refill | >2 seconds | >4 seconds |
| Urine output | 20-30 mL/hr | <5 mL/hr or anuria |
| GCS/mental status | Anxious | Confused, lethargic, unconscious |
| JVP/CVP | Low | Very low |
Note: In elderly patients and those on beta-blockers, tachycardia may be absent despite significant blood loss - a dangerous clinical trap.
Investigations
Bedside/Immediate:
- Pulse oximetry, continuous ECG monitoring, urinary catheter (hourly urine output)
- Blood glucose
Blood Tests:
- FBC/CBC: Haemoglobin, haematocrit (may be normal initially - dilutional fall takes hours)
- Blood group & crossmatch - urgent
- Coagulation profile: PT, aPTT, INR, fibrinogen, D-dimer (for DIC)
- Serum electrolytes: Na+, K+, Cl-, HCO3-
- Urea & Creatinine: Assess renal function
- Liver function tests
- Blood cultures (if septic component suspected)
Metabolic/Perfusion Markers:
- Arterial Blood Gas (ABG): pH, PaCO2, HCO3-, base excess (base deficit >-6 = significant shock); lactate
- Serum lactate: Best marker of tissue hypoperfusion - >4 mmol/L = severe shock, high mortality
- Base excess: Correlates with severity of haemorrhage
Imaging:
- CXR, FAST ultrasound (Focused Assessment with Sonography in Trauma)
- CT scan (haemodynamically stable patients only)
- eFAST for pneumothorax/haemothorax
Monitoring:
- CVP (central venous pressure)
- Arterial line for continuous BP monitoring
- Pulmonary artery catheter (Swan-Ganz) in refractory cases
- Point-of-care coagulation (TEG/ROTEM in massive haemorrhage)
Management of Hypovolaemic/Haemorrhagic Shock
The principles are: Stop the bleeding + Restore circulating volume + Restore oxygen delivery.
Step 1: Immediate Resuscitation (ABC approach)
A - Airway: Secure airway; high-flow O2 (15L/min via non-rebreather mask); intubate if GCS <8 or airway compromised.
B - Breathing: Assess ventilation; treat tension pneumothorax immediately (needle decompression → chest drain).
C - Circulation / Haemorrhage Control:
- Apply direct pressure to external bleeding wounds
- IV access: Two large-bore (14-16G) peripheral cannulae
- Send bloods (FBC, U&E, LFTs, coagulation, crossmatch, ABG, lactate)
- Fluid warming to prevent hypothermia
Step 2: Fluid Resuscitation
Crystalloids (first-line):
- Initiate with 1-2L of crystalloid (warm Ringer's lactate or Hartmann's solution)
- Balanced crystalloids (Ringer's lactate, PlasmaLyte) preferred over normal saline - lower chloride load reduces risk of hyperchloraemic acidosis
- Normal saline acceptable but large volumes cause hyperchloraemic metabolic acidosis
- Avoid hetastarch/HES - associated with worse outcomes (renal failure, increased mortality)
Blood Products (Class III/IV or ongoing haemorrhage):
- Packed red blood cells (PRBC): Target Hb ≥7-8 g/dL
- Fresh Frozen Plasma (FFP): Replaces clotting factors; target INR <1.5
- Platelets: Target >50,000/mm3 (>100,000 in CNS injury)
- Massive Transfusion Protocol (MTP): PRBC:FFP:Platelets in ratio of 1:1:1 - improves survival in massive haemorrhage
- Tranexamic acid (TXA): 1g IV loading dose within 3 hours of injury - reduces mortality in traumatic haemorrhage (CRASH-2 trial). Additional 1g IV over 8 hours.
- Cryoprecipitate: For fibrinogen <1.5 g/L
Permissive hypotension (Damage Control Resuscitation):
- In penetrating trauma without TBI: target SBP 80-90 mmHg until surgical haemorrhage control.
- Avoids "popping the clot" and dilutional coagulopathy.
- Target MAP >65 mmHg once haemorrhage controlled.
Step 3: Vasopressors
Used only after adequate fluid resuscitation if BP remains inadequate:
- Norepinephrine (first-line): α1 and β1 activity, maintains MAP
- Dopamine (second-line)
Step 4: Source Control (Definitive)
- Surgical haemorrhage control in trauma (damage control surgery)
- Endoscopy/intervention for GI bleeding
- Embolization for pelvic/hepatic bleeding
- Correction of fractures, tourniquet for limb haemorrhage
Step 5: Monitoring Endpoints of Resuscitation
| Parameter | Target |
|---|
| Urine output | ≥0.5 mL/kg/hr (30 mL/hr in adults) |
| MAP | ≥65 mmHg |
| Serum lactate | Clearance >10%/2 hrs; normalize <2 mmol/L |
| Base excess | Better than -6 |
| CVP | 8-12 mmHg (12-15 if mechanically ventilated) |
| Temperature | >36°C (prevent/treat hypothermia) |
| Hb | ≥7-8 g/dL |
PART B (OR): SEPTIC SHOCK ★★★★
Definition (Sepsis-3, 2016)
- Sepsis: Life-threatening organ dysfunction caused by a dysregulated host response to infection (SOFA score increase ≥2 from baseline).
- Septic Shock: A subset of sepsis with persistent hypotension requiring vasopressors to maintain MAP ≥65 mmHg AND serum lactate >2 mmol/L despite adequate volume resuscitation. Mortality ~40%.
(Washington Manual of Medical Therapeutics)
Old SIRS criteria (still used for screening):
- Temperature >38°C or <36°C
- HR >90 bpm
- RR >20/min or PaCO2 <32 mmHg
- WBC >12,000 or <4,000 cells/μL or >10% bands
qSOFA (Quick SOFA - bedside screening):
- Altered mental status
- RR ≥22/min
- SBP ≤100 mmHg (≥2 criteria = high risk, investigate for sepsis)
Pathophysiology of Septic Shock
1. Trigger & Microbial Factors
- Any microorganism can trigger septic shock (no organism identified in ≥50% of cases).
- Gram-negative bacteria: Lipopolysaccharide (LPS/endotoxin) in outer membrane is a classic trigger - activates TLR-4 on macrophages.
- Gram-positive bacteria (now leading cause in hospitalised patients): cell wall components (peptidoglycan, teichoic acid) trigger via TLR-2.
- Fungi, viruses also implicated.
2. Systemic Inflammatory Response
LPS/microbial products → activation of monocytes/macrophages → massive release of pro-inflammatory cytokines:
- TNF-α and IL-1β (primary mediators): cause fever, vasodilation, myocardial depression
- IL-6, IL-8, IL-12: amplify inflammation
- Activation of complement system, coagulation cascade
- Endothelial activation → upregulation of adhesion molecules → neutrophil margination and tissue infiltration
3. Three Primary Hemodynamic/Physiologic Effects
A. Relative and Absolute Hypovolaemia:
- Absolute: GI fluid losses, sweating, tachypnoea, decreased intake
- Relative: Massive vasodilation (↓SVR) → venous pooling; increased venous capacitance
- Markedly increased capillary permeability → fluid leak into third spaces (interstitium)
B. Cardiovascular Depression (Myocardial Dysfunction):
- Direct myocardial depression by TNF-α, IL-1β
- Inducible nitric oxide synthase (iNOS) → excess nitric oxide (NO) production → vasodilation + direct myocardial toxicity
- Impaired mitochondrial oxidative phosphorylation → cellular energy failure
- Echocardiography shows impaired global longitudinal strain even before reduction in EF
C. Microvascular and Mitochondrial Dysfunction (Distributive Defect):
- Maldistribution of blood flow at microvascular level
- Arteriovenous shunting → cells receive blood but cannot extract O2 ("cytopathic hypoxia")
- Mitochondrial dysfunction → impaired O2 utilization despite adequate delivery
- Results in high ScvO2 paradoxically in late septic shock
- Widespread endothelial damage → DIC, ARDS, AKI, hepatic failure
(Rosen's Emergency Medicine; Sabiston Textbook of Surgery)
4. Phases of Septic Shock
| Phase | Hemodynamics | Clinical |
|---|
| Early/Hyperdynamic ("Warm shock") | ↑CO, ↓SVR, ↓SVR | Warm, flushed skin, bounding pulse, wide pulse pressure, fever |
| Late/Hypodynamic ("Cold shock") | ↓CO, ↑SVR | Cold, clammy, cyanosed, mottled; like cardiogenic shock |
Clinical Features (C/F) of Septic Shock
History:
- Known/suspected source of infection (UTI, pneumonia, abdominal, wound, line)
- Fever, rigors, malaise
- Altered sensorium, confusion
Warm (Hyperdynamic) Phase:
- Fever (or hypothermia in severe/elderly)
- Warm, flushed skin
- Bounding, fast pulse; tachycardia
- Hypotension (SBP <90 mmHg or MAP <65 mmHg)
- Wide pulse pressure initially
- Hyperventilation (compensatory respiratory alkalosis)
Cold (Hypodynamic) Phase:
- Cold, clammy, mottled skin
- Absent peripheral pulses
- Oliguria → anuria
- Confusion → stupor → coma
- Features of multi-organ failure (jaundice, haematuria, ARDS)
Signs of organ dysfunction:
- Respiratory: ARDS - bilateral infiltrates, PaO2/FiO2 <200
- Renal: Rising creatinine, oliguria
- Hepatic: Jaundice, raised transaminases
- CNS: Encephalopathy, delirium
- Haematological: Thrombocytopaenia, DIC
Management of Septic Shock
Based on the Surviving Sepsis Campaign Guidelines (most recent update 2021):
"Hour-1 Bundle" (Sepsis Bundle - complete within 1 hour)
- Measure serum lactate - if >2 mmol/L, high risk; re-measure if initial >2 mmol/L
- Obtain blood cultures (at least 2 sets) BEFORE antibiotics if not significantly delayed
- Administer broad-spectrum IV antibiotics (within 1 hour of recognition)
- IV fluid resuscitation: ≥30 mL/kg crystalloid IV within 1 hour for hypotension OR lactate ≥4 mmol/L
- Vasopressors if hypotension persists despite fluids - maintain MAP ≥65 mmHg
A. Resuscitation
Fluids:
- 30 mL/kg IV crystalloid (IBW) within first hour
- Balanced crystalloids (Ringer's lactate/PlasmaLyte) preferred over normal saline - associated with lower renal dysfunction and improved mortality
- Albumin: NOT superior to crystalloid; not routinely recommended
- Reassess volume responsiveness continuously (avoid overload)
Vasopressors (if fluids insufficient to maintain MAP ≥65 mmHg):
- Norepinephrine - FIRST LINE: α1 + β1 activity, potent vasoconstriction; superior to dopamine (fewer arrhythmias)
- Vasopressin - SECOND LINE: adjunct to norepinephrine; potential benefit in less severe septic shock (NE dose 5-14 μg/min)
- Epinephrine - third-line or for refractory shock; can be added to norepinephrine
- Dopamine: Use only in selected patients (bradycardia, low arrhythmia risk); more adverse events than NE
- Angiotensin II: Investigational; raises MAP in vasodilatory shock via RAAS
Inotropic support:
- Dobutamine: Add if myocardial dysfunction with persistent hypoperfusion despite adequate preload and MAP; increases CO but risk of arrhythmias
Targets of resuscitation:
- MAP ≥65 mmHg
- Urine output ≥0.5 mL/kg/hr
- Lactate normalization (clearance target: >10% decrease per 2 hours)
- ScvO2 ≥70% (SvO2 ≥65%)
B. Antimicrobials
- Start within 1 hour of recognition - each hour of delay increases mortality
- Empiric broad-spectrum antibiotics covering likely organisms based on source:
- Community-acquired: 3rd/4th gen cephalosporin + metronidazole, or piperacillin-tazobactam
- Hospital/ICU: Meropenem/imipenem ± antifungal (fluconazole/echinocandin) if Candida risk
- Suspected MRSA: Add vancomycin/linezolid
- De-escalate based on cultures/sensitivities (antibiotic stewardship)
- Duration: Typically 7-10 days; use procalcitonin to guide de-escalation
C. Source Control
- Identify and remove/drain infectious source as soon as possible
- Remove infected lines/catheters
- Drain abscesses, debride necrotizing infections
- Operative intervention for perforation, ischaemic bowel, necrotizing fasciitis
D. Adjunctive Therapies
Corticosteroids:
- Hydrocortisone 200 mg/day IV infusion (50 mg q6h or 200 mg continuous infusion)
- Indicated in septic shock refractory to fluid resuscitation AND vasopressors
- Not for patients who are adequately responding to fluids/vasopressors
- Mechanism: Relative adrenal insufficiency is common in septic shock; steroids restore vascular responsiveness
Blood transfusion:
- Target Hb ≥7 g/dL in septic shock (restrictive strategy)
- No benefit of transfusing to Hct of 30% (original EGDT target) - abandoned
Glucose control:
- Target blood glucose 140-180 mg/dL (7.8-10 mmol/L)
- Avoid hypoglycaemia - more harmful than moderate hyperglycaemia
DVT prophylaxis: Heparin (LMWH preferred)
Stress ulcer prophylaxis: PPI/H2 blocker in ventilated patients
Nutrition: Early enteral nutrition within 24-48 hours if tolerated
E. Organ Support
- Mechanical ventilation if ARDS: Lung protective strategy (tidal volume 6 mL/kg IBW, plateau pressure <30 cmH2O, PEEP)
- Renal replacement therapy (RRT): CRRT for AKI with severe oliguria, acidosis, or fluid overload
- Prone positioning for severe ARDS (PaO2/FiO2 <150)
Summary: Comparison - Hypovolaemic vs Septic Shock
| Feature | Hypovolaemic | Septic |
|---|
| Skin | Cold, pale, clammy | Warm/flushed (early); cold (late) |
| CO | ↓ | ↑ (early), ↓ (late) |
| SVR | ↑ | ↓↓ |
| CVP | ↓ | ↓ |
| Temperature | Normal/low | Fever (or hypothermia) |
| Pulse pressure | Narrow | Wide (early) |
| Fluid requirement | Large volumes immediately | Large volumes + vasopressors |
| Vasopressors | Only after fluid correction | Often required despite fluids |
| Antibiotics | Not primarily | Mandatory within 1 hour |
Key Sources:
- Bailey & Love's Short Practice of Surgery, 28e
- Harrison's Principles of Internal Medicine, 22E
- Sabiston Textbook of Surgery (Biological Basis of Modern Surgical Practice)
- Rosen's Emergency Medicine (Concepts and Clinical Practice)
- The Washington Manual of Medical Therapeutics
- Goldman-Cecil Medicine, International Edition