Ejanaesthesiology202411000pre Operative Triage Procedure To Streamline.3.pdftoken Methodexpir
Ejanaesthesiology202411000pre Operative Triage Procedure To Streamline.3.pdftoken Methodexpir
ORIGINAL ARTICLE
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BACKGROUND Pre-operative screening is a high volume MAIN OUTCOME MEASURES Primary outcome was the
task consuming time and resource. Streamlining patient flow reduction in number of in-PCs. Secondary outcomes includ-
= on 10/10/2024
by gathering information in advance reduces costs, opti- ed reliability of PACMAN, peri-operative patient outcomes
mises resources and diminishes patient burden whilst main- and cost-effectiveness.
taining safety of care.
RESULTS Of 965 patients triaged by PACMAN, 705
OBJECTIVE To evaluate whether ‘Pre-operative triAge pro- (73.1%) were identified as suitable for a PhC. Of those,
Cedure to streaMline elective surgicAl patieNts’ (PACMAN) 688 (97.6%) were classified American Society of Anesthe-
is able to improve pre-operative screening by selecting siologists Physical Status (ASA-PS) I to II or III with stable
patients eligible for evaluation by telephone. comorbidities. Of the 260 in-PC patients, 47.4% were
classified ASA-PS III with unstable comorbidities or ASA-
DESIGN A single-centre, retrospective, observational cohort
PS IV. The overall incidence of unanticipated adverse peri-
analysis.
operative events was 1.3%. Finally, implementation of PAC-
SETTING A tertiary medical teaching hospital in ‘s-Herto- MAN led to a 20% increase in pre-operative department
genbosch, The Netherlands. efficiency due to better deployment of personnel and
resources.
PATIENTS AND METHODS Adults scheduled for clinical
interventions under procedural sedation and all types of CONCLUSION Implementation of PACMAN resulted in a
elective medium or low risk surgery with anaesthetic guid- 73.1% reduction in pre-operative in-PCs at our hospital.
ance were eligible. Patients answered a questionnaire to Given the increasing pressure on healthcare systems glob-
calculate the PACMAN score. This score combined with risk ally, we suggest developing further optimisation and integra-
factors related to surgery determines suitability for phone tion of smart triage solutions into the pre-operative process.
consultation (PhC) or the need for an in-person consultation
TRIAL REGISTRATION ClinicalTrials.gov Identifier:
(in-PC).
NCT06148701
INTERVENTION Evaluation of standard care. Published online 9 September 2024
From the Department of Anaesthesiology and Pain Medicine (MDB, FA, BP), Department of Orthopaedics (BVDZ), Jeroen Bosch Hospital, ‘s-Hertogenbosch, the
Netherlands
Correspondence to Barbe Pieters, MD, PhD, Department of Anaesthesiology and Pain Medicine, Jeroen Bosch Hospital, Henri Dunantstraat 1, 5223 GZ ’s-
Hertogenbosch, the Netherlands
Tel: +31 073 553 2000; e-mail: [email protected]
0265-0215 Copyright ! 2024 The Author(s). Published by Wolters Kluwer Health, Inc. on behalf of the European Society of Anaesthesiology and Intensive Care.
DOI:10.1097/EJA.0000000000002055
This is an open access article distributed under the terms of the Creative Commons Attribution-Non Commercial-No Derivatives License 4.0 (CCBY-NC-ND), where it is
permissible to download and share the work provided it is properly cited. The work cannot be changed in any way or used commercially without permission from the journal.
814 Di Biase et al.
person assessment.
! The PACMAN triage model, based on patient and
surgery risk factors, is suitable for identifying those Design and patients
patients who can be evaluated by phone and leads to The PACMAN triage procedure was developed for
a substantial reduction in the number of pre- patients aged at least 18 years, scheduled for clinical
operative visits. interventions under procedural sedation and all types
! Implementation of PACMAN led to an increase in of elective medium or low risk surgery with anaesthetic
effectiveness of the anaesthesiology pre-operative guidance, as defined by the European Society of Anaes-
outpatient clinic with a low incidence of unantici- thesiology and Intensive Care (ESAIC) guidelines.9
pated adverse events. Patients scheduled for emergency and high-risk surgery
! Additional research is needed to evaluate the accu- were excluded as the policy of our department dictates
racy of PACMAN after incorporation in the elec- that these patients must always be seen in person, accord-
tronic medical record (EMR) software and its ing to ESAIC guidelines.9
= on 10/10/2024
Triage by PACMAN
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Age ≥ 70
Patient Request
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Language barrier
Or
Unstable conditions:
BMI > 40 kg m-2
MET ≤ 4 Yes In-person
Symptomatic heart disease consultation
Untreated hypertension
Symptomatic asthma/COPD
Untreated OSAS
CVA/TIA < 6 months
Unstable DM/Insulin use
Neuromuscular disease
Renal disorder
= on 10/10/2024
No
≥ 2RF
postoperative complications.18,19 Regardless of the out- ECG, these tests were carried out on the day of surgery.
come of the triage procedure, patients were always able to These patients were not planned for the first time slot to
request an in-PC. Patients’ wish and either the presence of allow sufficient time for the additional examination. Test
a BMI at least 40 kg m"2 or a language barrier automatically outcomes were reviewed by the attending anaesthesiolo-
led to an in-PC. Further more, patients who presented with gists and changes in policy were left to their judgement.
one or more unstable comorbidities or with at least two risk
factors scheduled for medium risk surgery were always Outcome measures
planned for an in-PC. After the triage procedure, all PhCs Reliability of the triage procedure was evaluated by
and in-PCs were carried out by POS nurses or a resident. verifying the PACMAN outcome (PhC vs. in-PC) against
The attending anaesthesiologist reviewed all screening the assigned American Society of Anesthesiologists Phys-
records and could overturn the triage algorithm outcome, ical Status (ASA-PS) classification. Patients scheduled for
converting a PhC into an in-PC, if further medical evalua- a PhC were considered to be accurately triaged if classi-
tion was deemed necessary. In case a patient, scheduled for fied ASA-PS I to II or III with stable comorbidities.
a PhC, needed extra medical testing such as blood tests or Patients scheduled for an in-PC were considered to be
accurately triaged if classified ASA-PS III with unstable were 33 (3.4%) cases of misclassification (Table 2), none of
comorbidities or ASA-PS IV. On the day of surgery, whom gave rise to complications. In four cases (0.4%), the
anaesthesiologists recorded whether screening related triage procedure was performed correctly, but due to
problems occurred or, if surgery was cancelled, the reason additional information provided by the patient during
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for cancellation. To measure the impact of PACMAN on the PhC, the attending anaesthesiologist decided to con-
patient outcomes, the occurrence of unanticipated ad- vert the PhC into an in-PC. A total of 111 (42.7%) in-PC
verse peri-operative events (UAE) was evaluated.20 An patients were at least 70 years old. Of those, 55 (49.5%)
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anaesthesia-related UAE was defined as an event causing were classified ASA-PS I to II, thus possibly attending the
mortality or morbidity, occurring during the peri-opera- pre-operative clinic unnecessarily. Of the 82 patients who
tive period or up to 7 days after surgery and requiring attended the pre-operative clinic due to a reported MET 4
special medical treatment or prolongation of hospitalisa- or less, 46 (56%) were classified ASA-PS III to IV.
tion beyond the expected length of stay. Data concerning
peri-operative UAE were collected by reviewing the Secondary outcomes data
EMR of patients who had undergone surgery. There were no day-of-surgery cancellations due to
screening-related problems. Of the 861 patients who
Finally, we assessed cost-effectiveness and efficiency by
underwent surgery, 11 experienced a peri-operative
examining the time taken by the screening staff for a
UAE (overall incidence 1.3%, 2.2% in-PC group versus
single PhC or in-PC. In addition, the average number of
0.9% PhC group). Of the five UAEs reported in the in-PC
patients screened before and after implementation of
group, two were major adverse cardiovascular events
= on 10/10/2024
Included
(n = 1019)
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Triaged by PACMAN
Screened
= on 10/10/2024
Approved
ASA-PS, American Society of Anesthesiologists Physical Status; in-PC, in person consultation; PhC, phone consultation.
tool could have reduced the number of in-PC by 60%. In patients scheduled for a PhC were accurately triaged. In
another study, the implementation of an outpatient pre- the in-PC group, slightly less than 50% of the patients were
operative assessment computer program, including a gen- classified ASA-PS III with unstable comorbidities or ASA-
eral internal medicine clinic designated specifically for pre- PS IV. When we developed PACMAN, we chose age as a
operative evaluation and medical optimisation, allowed triage criterion requiring an in-PC.22 However, only 50.5%
35.6% of all patients to be evaluated on the day of surgery.3 of our patients aged at least 70 were classified ASA-PS III to
Both the absence of details on screening criteria and the IV. This confirms that age as a sole triage criterion does not
organisation of the presented pre-operative screening, suitably identify all high-risk patients.5,6 In previous stud-
which differs significantly from our procedure, make a direct ies, poor exercise tolerance was a triage criterion frequently
comparison challenging. Most recently, van den Blink et al.8 justifying an in-PC.4,23,24 As a lower MET score is often
showed that new screening software using a questionnaire associated with severe underlying comorbidities, we as-
consisting of a maximum of 185 questions, allowed 29.2% of sumed that by assessing exercise tolerance, we would be
patients to be first screened on the day of surgery. Unlike our able to identify patients with a higher ASA-PS classifica-
triage, the application evaluated by the authors was not tion. In our cohort, we found that only 56% of patients
designed specifically as a triage tool, but rather as a com- scheduled for an in-PC due to a MET 4 or less, were
prehensive screening procedure. classified ASA-PS III to IV. Further examination revealed
that the lower functional capacity was often related to the
In order to check the reliability of our triage procedure, we condition requiring surgery rather than underlying comor-
used the ASA-PS classification.21 Whilst this tool is uni- bidities. This suggests that a more comprehensive assess-
versally accepted and validated to assess the pre-anaes- ment tool such as the Duke Activity Status Index (DASI)
thesia medical status, we opted to distinguish an ASA-PS may have provided a more reliable estimate of functional
III group with stable comorbidities from a group with capacity and a more objective measure to decide upon the
unstable comorbidities for the purpose of triage (SDC 1, need for an in-PC.25 Whilst MET is used as a reference
http://links.lww.com/EJA/B27).9–15 This was done be- threshold of absolute intensities, the DASI is a 12-item
cause the ASA-PS III grade comprises a broad category self-reported questionnaire assessing the usual physical
of patients and their physical condition may differ greatly, aspects of quality of life. Incorporation of DASI scores
with important implications. In our cohort, 97.6% of in the pre-operative assessment could improve the
identification of patients at intermediate or high risk of additional nurse would have been necessary to manage
postoperative cardiopulmonary complications requiring such an increase. Therefore, in current times of shortages
further evaluation.26 and rising pressure on healthcare systems, the use of a
pre-operative triage tool such as PACMAN could help
In a previous study comparing a screening questionnaire
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consultation to gather additional information including cellations, but additional research with larger sample
airway assessment. Regrettably, we encountered both sizes is necessary to address this issue.
patient and staff related barriers such as lack of familiarity
The strength of our triage system is its ability to accu-
with technology, inability to perform procedures as well
rately identify patients who may be screened by phone,
as logistical and privacy issues. However, given physical
reducing workload, institutional expenses and patient
examination is an essential part of pre-operative anaes-
burden. There are however limitations to the current
thesia care, it is important to stress the need for the
study. Firstly, in 25 cases, patients were incorrectly
anaesthesiologist to complete the evaluation before in-
scheduled for a PhC. Of those, one case was due to
duction of anaesthesia, especially when patients are
the patient providing incorrect answers, whereas 24 cases
screened by phone. We are aware that a last-minute
resulted from the registered nurse incorrectly applying
airway evaluation could pose disadvantages such as un-
the algorithm. Whilst there is no standardised, acceptable
preparedness. However, a recent Cochrane review
‘miss rate’, our goal is to minimise misclassifications. In
advises caution when interpreting clinical airway exami-
this context, phone consultations act as a safety net,
nation tests such as the Mallampati score or upper lip bite
helping to identify patients who may still require an
test, owing to poor sensitivity.28 Shiga et al.29 reported an
in-PC. Secondly, data from registered nurse work logs
overall incidence of 5.8% unexpected difficult airways in
showed that the triage phone call required approximately
apparently normal patients. Some common features iden-
10 additional minutes per call. However, by shortening
tified as predictors of a difficult airway are: head and neck
the nursing preadmission assessment, the registered
disorder, obstructive sleep apnoea and morbid obesity.30
nurses were able to complete both the triage question-
Considering that extensive history taking is conducted in
naire and the assessment within the same timeframe,
both the PhC and in-PC group, a preliminary selection is
although this increased their overall workload. To ensure
already made. In this way, the attending anaesthesiologist
accuracy of the algorithm and reduce registered nurses
is aware of comorbidities with a higher risk for difficult
workload, we embedded the triage questionnaire and
intubation like obstructive sleep apnoea. Given the poor
algorithm into our EMR software. Thirdly, as this is a
sensitivity of predictive tests, we are uncertain whether
single-centre study, these findings cannot be generalised
the higher incidence of unanticipated difficult intuba-
to all centres. For example cultural differences and
tions in the PhC group can be attributed solely to the
variations in feasibility and availability of technology
fact that physical examination was performed on the day
may pose challenges for implementation elsewhere. Last-
of surgery. As the incidence of anaesthesia-related ad-
ly, no partner patient was included in the development
verse peri-operative events and unanticipated difficult
and implementation process and patient satisfaction was
intubations in our sample was low, a larger cohort would
not officially assessed. Given that only 2.2% of patients
be required. As mentioned earlier, it would be preferable
refused a PhC, one can safely assume, as already con-
for these two groups to be comparable in terms of
cluded by Kamdar et al. 31, that patients recognise the
comorbidities.
many benefits of a remote pre-operative evaluation.
Introduction of PACMAN allowed our POS nurses to The periodic evaluation of patient satisfaction at our
screen an additional 18 patients per day, leading to a 20% department revealed that out of 37 interviewed patients
efficiency increase. Before implementation, hiring an scheduled for a PhC, four (10.8%) would have favoured
an in-PC. The main reason was a preference to speak to a 7 Milne-Ives M, Leyden J, Maramba I, et al. The potential impacts of a digital
preoperative assessment service on appointments, travel-related carbon
care provider in person rather than by phone. Incorporat- dioxide emissions, and user experience: case study. JMIR Perioper Med
ing a patient-related outcome measure (PROM) or con- 2022; 5:e28612.
8 van den Blink A, Janssen LMJ, Hermanides J, et al. Evaluation of electronic
ducting a pilot test of the questionnaire, could have screening in the preoperative process. J Clin Anesth 2022; 82:110941.
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provided interesting extra insights. However, the retro- 9 Dalby Kristensen S, Knuuti J, Saraste A, et al. ESC/ESA GUIDELINES
spective character of this study precluded such possibili- 2014 ESC/ESA Guidelines on noncardiac surgery: cardiovascular
assessment and management The Joint Task Force on noncardiac surgery:
ties. Finally, we conducted this study during the COVID-
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