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ASA NEWSLETTER
 
 
April 2001
Volume 65
Number 4
   
Should Regional Blockade Be Performed on Anesthetized Patients?

Terese T. Horlocker, M.D., Chair Annual Meeting Subcommittee on Local Anesthesia Pain
Robert A. Caplan
, M.D. Committee on Patient Safety and Risk Management


The performance of regional blockade on anesthetized patients theoretically increases the risk of periopera-tive neurologic complications since these patients are unable to respond to the pain associated with needle- or catheter-induced paresthesias or intraneural injections. There are few data in the peer-reviewed literature, however, to support these concerns.

The recent report of a series of cervical spinal cord injuries associated with interscalene block performed under general anesthesia has renewed interest in this controversy.1 In each of the four cases, the patient was undergoing arthroscopic or open rotator cuff repair. An interscalene block was performed using a 5.0 cm insulated needle (nerve stimulator technique) in three cases and a 3.75 cm needle that was walked off the C6 transverse process in the remaining case. One patient moved during injection of the local anesthetic. In all four cases, the performance of the interscalene block was followed by total spinal anesthesia and extensive permanent loss of bilateral cervical cord function. Magnetic resonance imaging demonstrated syrinx at the cervical level resulting from intracord injection of the local anesthetic solution. Although each of the patients initiated a malpractice suit, the actual medicolegal outcomes were not reported.

These cases present a conundrum to the anesthesiologist: Do they exemplify bad luck or bad judgment? What actions should be taken to reduce the occurrence of subsequent similar cases of nerve injury? Are these recommen-dations based on objective data or the need to just do something when catastrophic events such as these are reported? For example, in the four cases of spinal cord injury following interscalene block, Benumof concluded that the presence of general anesthesia is a relative con- traindication to interscalene block and recommended appropriate needle length and insertion angle to minimize the risk of intracord injection. 1 A review of the patient, surgical and anesthetic risk factors for neurologic injury are starting points to determine under which circumstances, if any, it is safe to perform regional techniques in a heavily sedated or anesthetized patient.

Nerve Injury Associated With Anesthesia

Cheney et al. examined the ASA Closed Claims Project database to determine the role of nerve damage in malpractice claims filed against anesthesia care providers. 2 Of the 4,183 claims reviewed, 670 (16 percent) were for anesthesia-related nerve injury. The most frequent sites of injury were the ulnar nerve (190 claims), brachial plexus (137 claims), lumbosacral roots (105 claims) and spinal cord (84 claims). Regional anesthesia was more frequently associated with nerve injury claims. With the exception of spinal cord injury, the actual mechanism of injury was not apparent for most claims. However, spinal cord and lumbosacral nerve root injuries having identifiable etiology were associated predominantly with a regional anesthetic technique and were related to paresthesias during needle or catheter placement or pain during injection of local anesthetic.

Auroy et al. performed a prospective investigation of serious complications following regional anesthesia in 103,730 adults. 3 The authors reported 32 cardiac arrests (seven of which were fatal) and 34 neurologic complications, including caudal equina syndrome, radiculopathy and paraplegia. Although not stated, it is presumed that the majority of regional techniques were performed on conscious patients. Patients with a persistent paresthesia/radiculopathy experienced pain during needle placement or local anesthetic injection. In addition, the persistent paresthesia was in the same topographical distribution as the paresthesia elicited during the regional technique. Needle trauma and local anesthetic toxicity were determined to be the primary etiologies of neurologic complications. The studies by Cheney et al. and Auroy et al. demonstrate that although serious complications following regional anesthesia are rare, perioperative nerve injury remains a significant source of anesthesia-related claims. 2, 3 Furthermore, there is a tendency to assume that poor outcomes are a result in deviation from the standard of care. Thus, the controversy of regional techniques performed under general anesthesia is amplified by medicolegal issues.

Regional Anesthesia in Anesthetized Children

The majority of children who undergo regional anesthetic techniques are either heavily sedated or under general anesthesia. Therefore, studies involving regional anesthesia in the pediatric population are one strategy for evaluating the risk of neurologic complications in anesthetized patients.

The largest prospective study evaluating the morbidity of regional anesthesia in children was performed by Giaufre et al. 4 There were 24,409 regional blocks; 89 per-cent were performed under general anesthesia, 6 percent were performed in the presence of sedation. Approximately half of the blocks were performed in patients between 3 and 12 years of age. Neuraxial blocks, the majority of which were caudal blocks, accounted for 15,013 (> 60 percent) of all regional anesthetics. However, there were 506 spinals (75 percent of which were performed in premature infants) and 135 thoracic epidural anesthetics. Catheters were placed in only 1,026 of 2,396 (43 percent) epidural patients. Peripheral nerve blocks were performed in 5,251 (21 percent) cases. The remaining 5,306 (22 percent) regional techniques involved local infiltration/field, intra-venous regional and tracheal block. All 23 complications occurred after neuraxial block. More than half of the 23 reported complications (four total spinals, six intravascular injections complicated by convulsions in two cases and cardiac arrhythmias in two cases, and two transient paresthesias) may have been influenced by the patient's alertness during the performance of the neural blockade. None resulted in long-term sequelae.

The study by Giaufre et al. suggests that the conduct of regional anesthesia in anesthetized children carries a relatively small risk for serious complications. This may be due to several factors. The specific regional techniques performed on pediatric patients are somewhat limited: typically, caudals, epidurals and field blocks. Moreover, these blocks are often performed by specialists. Lower con-centrations and doses of local anesthetics may be utilized because the regional blocks are more often performed to provide postoperative analgesia rather than intraoperative anesthesia. In addition, small children are unlikely (or unable) to report transient minor deficits. The lack of sequelae may be in part due to the timing of events: Nearly all complications were noted in the operating room or postanesthesia care unit where immediate and skilled resuscitation was possible. Alternatively, neural injuries may resolve more rapidly and completely in children, resulting in a lower incidence of neurologic complications following regional anesthetic techniques. The theory that children are at lower risk for nerve injury is supported by the database of the ASA Closed Claims Project, which contains a striking paucity of claims for pediatric nerve injury (1 percent of all claims) in comparison to claims for nerve injury in adults (16 percent of all claims, p =0.01). A related finding that also suggests a lower risk for chil-dren is the complete absence of claims for ulnar neuropathy in patients less than 16 years of age. 2, 5 The decreased incidence of neurologic complications in children, regardless of etiology, makes extrapolation of the pediatric litera-ture to adult patients problematic.

Regional Anesthesia in Anesthetized Adults

Although the risk of nerve injury associated with regional anesthesia in the anesthetized adult has not been formally evaluated, several studies have investigated the safety of neuraxial techniques for spinal drainage or post-operative analgesia in these patients. Grady et al. assessed the frequency of neurologic complications in 478 patients undergoing transphenoidal surgery in conjunction with intraoperative spinal drainage. 6 Cerebrospinal fluid drainage was accomplished with a 19-gauge malleable needle or 16- or 20-gauge intrathecal catheters. All malleable needles and catheters were placed after tracheal intubation. Patients were therefore turned from the lateral to supine position with the needle/catheter indwelling. The drains were used intraoperatively for air injection or cerebrospinal fluid removal in 265 (55 percent) and 202 (42 percent) patients, respectively. There were no neurologic deficits attributable to spinal drainage. Gwirtz et al. prospectively evaluated the safety of intrathecal opioid injection in 5,969 surgical patients. 7 In most patients (98 percent), preserva-tive- free morphine (with or without fentanyl) was administered at the L3-4 or L4-5 interspace at the end of surgery while the patient was still anesthetized. A local anesthetic was included in the injectate in 2.5 percent of patients. No neurologic complications were noted. Abel et al. reported similar results in 4,392 patients who underwent lumbar epidural catheter placement under general anesthesia upon completion of abdominal or thoracic procedures. 8 A solution containing opioids alone was infused in 98 percent of patients. These three studies suggest that lumbar needle and catheter placement under general anesthesia without the injection of local anesthetic may not represent a signifi-cant risk for neurologic complications. 6-8 Perhaps it is the combination of needle trauma and neurotoxicity that result in nerve injury.

Peripheral and plexus blocks represent additional risk in the anesthetized patient. The larger dose of local anesthetic given as a single bolus over a relatively short interval increases the risk of systemic toxicity, while heavy sedation or general anesthesia diminishes the patient's ability to report early signs of rising local anesthetic blood levels. In addition, although some peripheral techniques are performed as a field block, most require that the nerve or sheath be formally identified by eliciting a paresthesia or nerve stimulator response or by locating an adjacent vascular structure. The use of a nerve stimulator does not replace the patient's ability to respond to the pain of needle trauma or intraneural injection.

Urmey et al. performed interscalene blocks on 10 unpremedicated patients using the paresthesia technique with an insulated needle. 9 Paresthesias were elicited with the nerve stimulator power “off.” Upon elicitation of the paresthesia, the nerve stimulator was turned “on” and the amperage slowly increased to a maximum of 1.0 mA. Only one patient had a motor response, yet all patients had surgical anesthesia after injection of the local anesthetic. Similar results were reported using a noninsulated needle. Since it is possible to have sensory nerve contact and not elicit a motor response, the use of a nerve stimulator does not prevent nerve injury in the anesthetized patient. In addition, the elicited motor response does not distinguish between stimulation of a peripheral nerve, a plexus, spinal root or spinal cord.1,10 Only patient feedback during injection of the local anesthetic will provide early recognition of incorrect needle placement.

What can we definitively conclude from these large series and case reports? First, the safety of regional anes-thesia performed on anesthetized pediatric patients is not readily applied to adults. Needle and catheter placement associated with administration of neuraxial opioids at the lumbar level only appears safe. However, techniques performed above the termination of the cord or injection of local anesthetics, which have the potential for neurotoxicity, should be avoided until proven safe. Few data exist on the relative risk of peripheral techniques. It may be that the cases of intracord injection following interscalene block reflect the number of neural structures present within needle contact and that other plexus of peripheral blocks are not as dangerous when performed in the presence of heavy sedation or general anesthesia. The increasing popularity of lower extremity techniques will no doubt be associated with subsequent case reports of neurologic complications. We must be honest in reporting these cases in order to evaluate the risks and benefits.

Major complications after regional anesthetic techniques are rare but can be devastating to the patient and the anesthesiologist. Prevention of regional anesthesia-related complications begins during the preoperative visit with a careful evaluation of the patient’s medical history and an appropriate discussion of the risks and benefits of the available anesthetic techniques. In adult patients, administration of conscious sedation levels of anxiolysis and injection of 1 percent lidocaine should allow most procedures to be performed with the patient both awake and comfortable. Although it may be customary in some settings to perform regional anesthesia in the anesthetized patient, the anesthe-siologist should carefully consider whether the benefits of this approach are greater than the risk of a rare catastrophic, but potentially preventable, outcome.

References:

1. Benumof JL. Permanent loss of cervical spinal cord function associated with interscalene block performed under general anesthesia. Anesthesiology. 2000; 93:1541-1544.

2. Cheney FW, Domino KB, Caplan RA, Posner KL. Nerve injury associated with anesthesia. A closed claims analysis. Anesthesiology. 1999; 90:1062-1069.

3. Auroy Y, Narchi P, Messiah A, et al. Serious complica-tions related to regional anesthesia: Results of a prospective survey in France. Anesthesiology. 1997; 87:479-486.

4. Giaufre E, Dalens B, Gombert A. Epidemiology and morbidity of regional anesthesia in children: A one-year prospective survey of the French-Language Society of Pediatric Anesthesiologists. Anesth Analg. 1996; 83:904-912.

5. Morray JP, Geiduschek JM, Caplan RA, et al. A com-parison of pediatric and adult anesthesia closed mal-practice claims. Anesthesiology. 1993; 78(3):461-467.

6. Grady RE, Horlocker TT, Brown RD, et al. Neurologic complications after placement of cerebrospinal fluid drainage catheters and needles in anesthetized patients: Implications for regional anesthesia Mayo Perioperative Outcomes Group. Anesth Analg. 1999; 88(2):388-392.

7. Abel MD, Horlocker TT, Messick JM, Jr., et al. Neuro-logic complications following placement of 4,392 con-secutive epidural catheters in anesthetized patients. Reg Anesth Pain Med. 1998; 23(35):3.

8. Gwirtz KH, Young JV, Byers RS, et al. The safety and efficacy of intrathecal opioid analgesia for acute postop-erative pain: Seven years’ experience with 5,969 surgi-cal patients at Indiana University Hospital. Anesth Analg. 1999; 88:599-604.

9. Urmey WF, Stanton J, O’Brien S, et al. Inability to con-sistently elicit a motor response following sensory paresthesia during interscalene block administration. Reg Anesth Pain Med. 1998; 23(35):7.

10. Passannante AN. Spinal anesthesia and permanent neu-rologic deficit after interscalene block. Anesth Analg. 1996; 82:873-874.



    Terese T. Horlocker, M.D., is Associate Professor of Anesthesiology, Department of Anesthesiology, Mayo Clinic, Rochester, Minnesota.

    Robert A. Caplan, M.D., is a Clinical Professor of Anesthesiology, University of Washington, Staff Anesthesiologist, Virginia Mason Medical Center, Seattle, Washington.


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