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January 2006
Volume 70
Number 1

Are Patients With Obstructive Sleep Apnea Syndrome Suitable for Ambulatory Surgery?

Girish P. Joshi, M.D.



bstructive sleep apnea (OSA) is an increasingly common sleep disorder, which is of particular concern to anesthesiologists because it is associated with increased perioperative morbidity and mortality. Because OSA is undiagnosed in an estimated 80 percent of patients, it is necessary that anesthesia practitioners have adequate knowledge of the clinical presentation and diagnosis of OSA. The concerns in patients with OSA include potential upper-airway obstruction, difficult tracheal intubation and postoperative respiratory depression and airway obstruction.

With increasing numbers of surgical procedures performed on an outpatient basis, there are an increasing number of patients with OSA scheduled for ambulatory surgery. The suitability of ambulatory surgery in OSA patients remains controversial, however. The scientific literature regarding the perioperative management of OSA patients is sparse and of limited quality. Recently the Clinical Practice Review Committee of the American Academy of Sleep Medicine published its recommendations on perioperative management of the adult patient with OSA.1 Most of the recommendations, however, such as high degree of suspicion, control of the airway throughout the perioperative period, judicious use of medications and appropriate monitoring, are too broad and vague to help the anesthesia practitioner.

At the ASA 2005 Annual Meeting in Atlanta last October, the ASA House of Delegates approved “Practice Guidelines for the Perioperative Management of Patients with Obstructive Sleep Apnea” <www.ASAhq.org/publicationsAndServices/sleepapnea103105.pdf>. These practice guidelines emphasize that patient selection for ambulatory surgery should depend upon the severity of OSA, coexisting diseases, invasiveness of surgery, type of anesthesia, anticipated postoperative opioid requirements and adequacy of postdischarge observation. In addition the ability of the facility to manage such patients should be taken into consideration. The facility should have emergency difficult airway equipment and respiratory care equipment (e.g., nebulizers, continuous positive airway pressure [CPAP] device, ventilators) as well as radiology facilities (e.g., for portable chest X-ray) and laboratory facilities (e.g., for blood gas and electrolyte analysis). Furthermore, transfer arrangements with an inpatient facility should be in place.

The ASA practice guidelines propose the following scoring system, which may be used to estimate whether a patient is at increased perioperative risk of complications from obstructive sleep apnea. It must be emphasized that this scoring system is not yet validated and is meant only as a guide, and clinical judgment should be used to assess the risk of an individual patient.

A) Severity of sleep apnea based on sleep study (i.e., apnea-hypopnea index) or clinical indicators if sleep study not available (i.e., presumptive diagnosis): None=0; 1=Mild OSA; 2=Moderate OSA; 3=Severe OSA. One point may be subtracted if a patient has been on CPAP or bi-level positive airway pressure (BiPAP) prior to surgery and will be using his/her appliance consistently during the postoperative period. One point should be added if a patient with mild or moderate OSA also has a resting PaCO2> 50 mmHg.

B) Invasiveness of surgical procedure and anesthesia. Type of surgery/anesthesia: 0=superficial surgery under local or peripheral nerve block anesthesia without sedation; 1=superficial surgery with moderate sedation or general anesthesia or peripheral surgery with spinal or epidural anesthesia (with no more than moderate sedation); 2=peripheral surgery with general anesthesia or airway surgery with moderate sedation; 3=major surgery under general anesthesia or airway surgery under general anesthesia.

C) Requirement for postoperative opioids: 0=none; 1=low-dose oral opioids; 3=high-dose oral opioids or parenteral or neuraxial opioids.

D) Estimation of perioperative risk is based on the overall score = A + the greater of B or C points (0-6). Patients with overall score of 4 or greater may be at increased perioperative risk from OSA. Patients with a score of 5 or greater may be at significantly increased perioperative risk from OSA.

Patients who are at significantly increased risk of perioperative complications (score ≤ 5) are generally not good candidates for ambulatory surgery. It is well accepted that patients with mild OSA undergoing superficial or minor surgical procedures under local, regional or general anesthesia as well as expected to have minimal postoperative opioid requirement may undergo ambulatory surgery.

Preoperative Assessment and Preparation
Development of protocols for adequate preoperative evaluation of patients with suspected OSA is important. Although polysomnography remains the gold standard in the diagnosis of OSA, it may not be always available. A presumptive diagnosis of OSA can be derived from abnormal breathing during sleep (i.e., loud snoring and witnessed apnea), frequent arousals (i.e., periodic extremity twitching, vocalization, turning and snorting) and excessive daytime sleepiness as well as a body mass index of >35 kg/m2, increased neck circumference (>17 inches for males and >16 inches for females) and presence of comorbidities (e.g., systemic hypertension, pulmonary hypertension, cardiomegaly). These symptoms and signs, however, do not reliably predict presence or severity of OSA. Therefore it is essential to treat patients with presumptive diagnosis of OSA as if they have severe OSA.

Preoperative optimization with CPAP or BiPAP therapy should be considered, particularly if OSA is severe.2-4 Patients who use CPAP devices at home should be advised to bring their devices to the facility for postoperative use. In addition to CPAP, other treatment modalities such as corrective surgery, mandibular advancement devices and oral appliances should be considered when feasible. It is recommended that a patient who has had corrective airway surgery should be assumed to remain at risk for OSA complications unless the sleep studies and symptoms have normalized.

Intraoperative Management

Although the type and extent of surgery and the need for postoperative opioids — rather than the choice of anesthetic technique — appear to be more important determinants of postoperative complications,5 local or regional anesthesia should be preferred whenever possible. For patients requiring moderate sedation, ventilation should be continuously monitored using capnography. In patients using CPAP preoperatively, use of CPAP during moderate sedation may be beneficial. If deep sedation is required, general anesthesia (with a secure airway) may be preferable, particularly for procedures that might mechanically compromise the airway.

Although OSA patients are at an increased risk of difficult tracheal intubation, “awake” tracheal intubation may not always be necessary. Optimal head and neck positioning (using shoulder stacking) improve the ease of tracheal intubation. The decision to perform an “awake” tracheal intubation may depend upon prior history of difficult airway, the presence of comorbidities, increased neck circumference (>17 inches for males and >16 inches for females) and signs of difficult intubation (e.g., Mallampati classification III or IV). If an “awake” tracheal intubation is planned, sedatives and opioids must be utilized judiciously.

Because opioids may be associated with pronounced respiratory depression, patients with OSA benefit from prophylactic multimodal analgesia techniques using nonopioid analgesics including local/regional analgesia, acetaminophen, nonsteroidal anti-inflammatory drugs/COX-2-specific inhibitors, NMDA antagonists (e.g., ketamine), steroids and alpha-2 agonists. Of note, even minimal residual muscle relaxants can affect the airway muscles and result in airway obstruction. Therefore residual muscle relaxation should be reversed.

Extubation should be performed in a semi-upright position when possible. Importantly, coughing, reflex movements of the hand moving toward the tracheal tube and patient sitting up should not be confused with purposeful movements. The decision to keep the trachea intubated in the immediate postoperative period depends upon the severity of OSA and presence of cardiopulmonary comorbidities and the site (e.g., airway surgery) and length of surgery as well as the difficulty in tracheal intubation and the intraoperative course.

Postoperative Care

Postoperative complications include airway obstruction, oxygen desaturation and the need for reintubation as well as hypertension, dysrhythmias and need for admission. Although supplemental oxygen may be beneficial for most patients, it should be administered with caution as it may reduce hypoxic respiratory drive and increase the incidence and duration of apneic episodes. Recurrent hypoxemia may be better treated with CPAP along with oxygen rather than oxygen alone. It is recommended that patients who use CPAP preoperatively should use CPAP postoperatively, as it may reduce the risk of airway obstruction and respiratory depression.5 CPAP, however, should be used only after patients are awake and alert. It is necessary that anesthesiologists familiarize themselves with the use of CPAP devices, as determination of optimal CPAP setting may be difficult in patients who have not previously used CPAP.

Prior to discharge, the oxygen saturation on room air should return to baseline, and patients should not become hypoxic or develop airway obstruction when left undisturbed in the recovery area. It is observed that most significant postoperative complications in OSA patients usually occur within two hours after surgery.6 The ASA “Practice Guidelines for the Perioperative Management of Patients with Obstructive Sleep Apnea” suggest that OSA patients be monitored for a median of three hours longer than their non-OSA counterparts before discharge from the facility. In addition, the monitoring should continue for a median of seven hours after the last episode of airway obstruction or hypoxemia while breathing room air in an unstimulated environment. These longer postoperative stays may be the major limitation of performing ambulatory surgery in a stand-alone ambulatory surgery center or office setting. It is important that the postdischarge instructions emphasize the use of CPAP at home for patients who use it preoperatively.

Summary

Patients with OSA are at a high risk of perioperative complications and pose several challenges to the anesthesiologist, including difficult tracheal intubation and increased postoperative complications (e.g., respiratory obstruction after extubation or respiratory depression after opioid administration). Because undiagnosed OSA is common, a focused history and physical examination can help to identify patients with OSA.

There is uncertainty regarding scheduling and management of OSA patients for outpatient surgery. With limited understanding of their postoperative course, any recommendations remain speculative. Prudent perioperative management should be guided by the awareness of the potential complications based on the severity of OSA, invasiveness of diagnostic or therapeutic procedure and requirement of postoperative analgesia. Nevertheless development of policies and procedures for acceptable outpatient surgery candidates that take into consideration the special problems and risks of OSA are crucial for improved postoperative outcome. Ambulatory surgical patients with OSA may not meet criteria for safe home discharge in some instances. Therefore probable options of admission should be discussed with the patient prior to surgery.



References:
1. Meoli AL, Rosen CL, Kristo D, et al. Upper-airway management of the adult patient with obstructive sleep apnea in the perioperative period —Avoiding complications. Sleep. 2003; 15:1060-1065.
2. Deutscher R, Bell D, Sharma S. OSA protocol promotes safer care. APSF Newsletter. 2002; 17:58.
3. Ryan F, Lowe AA, David LI, et al. Magnetic resonance imaging of the upper airway in obstructive sleep apnea before and after chronic nasal continuous positive pressure therapy. Am Rev Respir Dis. 1991; 144:939-944.
4. Rennotte MT, Baele P, Aubert G, Rodenstein DO. Nasal continuous positive airway pressure in the perioperative management of patients with obstructive sleep apnea submitted to surgery. Chest. 1995; 107:367-374.
5. Bryson GL, Chung F, Finegan BA, et al. Patient selection in ambulatory anesthesia — An evidence-based review: Part I. Can J Anaesth. 2004; 51:768-781.
6. Terris DJ, Fincher EF, Hanasono MM, et al. Conservation of resources: Indications for intensive care monitoring after upper-airway surgery on patients with obstructive sleep apnea. Laryngoscope. 1998; 108:784-788.




   
Girish P. Joshi, M.D., is Professor of Anesthesiology and Pain Management, University of Texas Southwestern Medical Center, Dallas, Texas.
Roger W. Litwiller, M.D.

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