1 s2.0 S1878124125000383 Main
1 s2.0 S1878124125000383 Main
Review article
A R T I C L E I N F O A B S T R A C T
Keywords: This paper explores a theoretical framework for integrating Inspiratory Muscle Training (IMT) into enhanced
Respiratory muscle training recovery pathways, emphasising its potential role in mitigating respiratory decline, reducing hospital stays, and
Pulmonary rehabilitation improving functional mobility for selected patients. IMT has shown benefits in high-risk surgical populations,
Prehabilitation
including those with chronic respiratory conditions, obesity, obstructive sleep apnea, and frailty. Standardised
Rehabilitation
Orthopaedic
screening protocols involving respiratory muscle function tests are recommended to identify suitable candidates,
with structured IMT programs ideally commencing 6–8 weeks before surgery. Implementing IMT within an
enhanced recovery pathway may enhance the ability for early mobilisation, improve oxygenation, and support
the functional recovery of patients. While IMT has demonstrated efficacy in various surgical populations, its
specific benefits to orthopaedic patients require further consideration and investigation. Indeed, future research
should focus on optimising IMT protocols and assessing patient outcomes in the short-term (e.g. length of stay
and complications), and the medium-term (e.g. return to activities of daily living). By incorporating IMT into
prehabilitation and rehabilitation protocols, we propose that healthcare systems may be able to improve surgical
outcomes and patients’ well-being while reducing postoperative complications and healthcare burden for at-risk
patients.
* Corresponding author. Orthopaedic Research Institute, Bournemouth University, Bournemouth, United Kingdom.
E-mail address: [email protected] (T.W. Wainwright).
https://doi.org/10.1016/j.ijotn.2025.101193
Received 11 March 2025; Received in revised form 6 May 2025; Accepted 19 May 2025
Available online 22 May 2025
1878-1241/© 2025 The Authors. Published by Elsevier Ltd. This is an open access article under the CC BY license (http://creativecommons.org/licenses/by/4.0/).
F.V. Ferraro et al. International Journal of Orthopaedic and Trauma Nursing 58 (2025) 101193
role of IMT in orthopaedic patients remains largely unexplored. While an evident gap in research concerning IMT application in obese popu
most patients undergoing orthopaedic surgery may not require targeted lation undergoing orthopaedic surgery but based on other applications
respiratory training, certain at-risk populations, such as those with of IMT in other clinical areas, it is possible to conceive that IMT might
pre-existing respiratory impairments, obesity, frailty, or prolonged diminish the length of stay and reduce mortality in the obese population
immobilisation, may benefit from structured IMT interventions before undergoing arthroplasty.
and after surgery. As enhanced recovery pathways continue to evolve
towards more personalised recovery pathways, it is worth consid 2.1.3. Obstructive sleep apnea (OSA)
ering whether IMT could serve as an additional optimisation tool for Another common condition in elective orthopaedic surgery is
selected at-risk patients. Obstructive Sleep Apnea (OSA). A study by Finkel et al. screened 2877
This article explores the theoretical framework for IMT in ortho elective surgery patients and found that 23.7 % were at high risk for
paedic enhanced recovery pathways, examining its potential benefits, OSA, with 81 % of these cases previously undiagnosed (Porhomayon
relevant patient populations, optimal timing (preoperative vs. post et al., 2011). Additionally, it has been shown that OSA is frequently
operative), and proposed implementation strategies. Additionally, we undiagnosed in surgical populations, and its presence is associated with
discuss existing research gaps and highlight future directions for inte increased perioperative complications (Adesanya et al., 2010). For this
grating IMT into clinical practice. condition, several reviews reported the effects of IMT. In particular, de
Sousa et al. discussed how IMT in association with cardiac rehabilitation
2. Discussion exercises reduces apnea-hypopnea index and improves inspiratory
muscle strength, sleepiness and sleep quality compared with cardiac
2.1. Patients potentially at-risk of impaired respiratory function and rehabilitation alone (Silva de Sousa et al., 2024). Similarly, Dar et al. and
complications Torres Castro et al. reported that IMT alone significantly improves
inspiratory muscle strength, sleep quality, daytime sleepiness and lung
2.1.1. Chronic Obstructive Pulmonary Disease function in OSA. However, there is still debate on the effects of IMT on
Patients with Chronic Obstructive Pulmonary Disease (COPD) lung function (i.e., Forced Vital Capacity and Forced Expiratory Volume
experience breathing difficulties and obstruction due to airflow in in 1 s) (Torres-Castro et al., 2022; Dar et al., 2022). Although there is no
flammatory responses, increased mucus production and emphysematous research on the uses of IMT in OSA orthopaedic patients, it is possible
destruction of the gas-exchanging surface of the lung (Hogg and Timens, that incorporating IMT into the preoperative regimen may be advanta
2009). This condition is more common in males and smokers, with a geous. Indeed, strengthening respiratory muscles could potentially
reported incidence rate of September 8, 1000 person-year (Terzikhan reduce perioperative respiratory complications and enhance post
et al., 2016). In orthopaedic surgery, it has been reported that patients operative recovery.
with COPD undergoing revision of total knee arthroplasty (TKA) have a
higher incidence of postoperative complications compared to non-COPD 2.1.4. Older patients
patients (Gu et al., 2018). Other authors have highlighted that COPD Apart from the existing complications mentioned above, it is possible
patients undergoing TKA have a higher in-hospital mortality rate (0.1 %) to highlight orthopaedic patients who, without existing complications,
compared to non-COPD patients (0.03 %) and that they also tend to can be considered at high risk of respiratory complications, and IMT
experience longer hospital stays and increased treatment costs (Albagly might be used to mitigate the risks. According to the WHO, in 2020, the
et al., 2024; Shin et al., 2023). Several studies have shown that IMT has a number of people aged 60 years and older outnumber children younger
benefit in COPD populations. Gosselink demonstrated that IMT signifi than 5 years, and the proportion of the world’s population over 60 will
cantly improved respiratory muscle strength and endurance, resulting in nearly double in the next 20 years (WorldHealthOrganization, 2024).
reductions of dyspnoea and improvement in functional exercise capacity According to NHS England, between April 2018 and March 2019, 93.8 %
and quality of life (Gosselink et al., 2011). Similar results were reported of 81,130 hip replacements were in patients 50+ years old, with 51.9 %
by Figueiredo and Beaumont, who demonstrated improvements in over 70. The highest incidence was in ages 75–79 (323.1 per 100,000
inspiratory muscle strength, functional capacity, and pulmonary func females, 551.9 per 100,000 males). For 93,911 knee replacements, 97.4
tion but with no agreement on significant changes in dyspnea and % were in patients 50+ years old, with 51.8 % over 70. The peak
quality of life (Figueiredo et al., 2020; Beaumont et al., 2018). occurrence was in ages 75–79 (883.4 per 100,000 females, 760.4 per
100,000 males) (Digital, 2019). A condition that might affect the out
2.1.2. Obesity comes of the operation and that is associated with physiological age
Obesity is a condition known to be associated with osteoarthritis and changes is senile emphysema.
poor metabolic health status (Horan, 2006). In 2021, the Health Survey This condition is characterised by the enlargement of airspaces
for England (HSE) reported that 25 % of men and 26 % of women were without significant destruction of alveolar walls and decreased elastic
classified as obese (Digital, 2021). This condition is common in knee recoil (Dyer, 2012). Although not directly pathological, the condition
arthroplasty, where a recent figure showed 63 % of patients were clas can affect people’s physical capacity and even lead to COPD (Janssens
sified as obese, with a mean Body Mass Index (BMI) of 37.5 kg/m2, with et al., 1999). In the past decade, many studies have highlighted the
potentially higher length of stay and mortality risks (Hennrikus et al., benefit of IMT in older adults, particularly in people over 75, where the
2021; Carender et al., 2022). Obesity can affect the respiratory system improvements in respiratory muscle strength, mobility and balance
and may lead to decreased lung volumes and compliance, causing a seem to be highly significant than in adults between 65 and 75 years old
higher risk of pulmonary complications, such as hypoventilation and (Ferraro et al., 2021). Recently, a systematic review showed how IMT
atelectasis (Carron et al., 2020). A recent systematic review and significantly positively affects balance and overall mobility in healthy
meta-analysis showed that IMT improved physical capacity measured and frailer older adults (Sheraz et al., 2023), indicating that the inter
with 6 min walk test and inspiratory muscle strength obtained with vention is feasible also for frailer populations. Similarly, patients with
maximal inspiratory pressure but had no effects on lung function, BMI poor baseline will benefit from IMT intervention, particularly in
and metabolic parameters in obese populations (Caicedo-Trujillo et al., mobility and respiratory muscle strength. This is likely due to the
2023). Similar results were also reported in other metabolic conditions adaptive training principle, as it has been shown in healthy athletes as
where IMT has excellent results in improving physical capacity and well as ill conditions (HajGhanbari et al., 2013; Vorona et al., 2018).
inspiratory muscle strength (Sheraz et al., 2024) with significant in
creases in inspiratory muscle strength with obese women undergoing 2.1.5. Smoking and vaping
open bariatric surgery (Barbalho-Moulim et al., 2011). However, there is Smoking is known to reduce lung function and can lead to
2
F.V. Ferraro et al. International Journal of Orthopaedic and Trauma Nursing 58 (2025) 101193
comorbidities during major operations (Alsanad et al., 2025). Similar delayed respiratory recovery or complication may be present. In each
vaping has been associated with increased airway resistance, breathing condition, IMT has been proposed to enhance respiratory function,
difficulties, and transient inflammation (Honeycutt et al., 2022) and it mobility, balance, and length of stay outcomes. However, it is yet to be
can potentially lead to healing complications affecting the physiological confirmed whether at-risk patients should be identified and treated
cardiovascular responses (Warner et al., 2020). The WHO reported that before, after, or at both time points in their intra-operative pathway.
smokers are more likely to experience postoperative issues such as This will vary on whether the operation is elective or following trauma,
impaired heart and lung function, infections, and delayed or impaired but for elective patients, it is important to calculate the patient’s risks for
wound healing (Organization, 2020). Smokers undergoing knee complications or delayed recovery at multiple timepoints and then
arthroplasty had a higher incidence of lower respiratory tract infections implement the best treatments (such as IMT for respiratory recovery and
(4.2 %) compared to non-smokers (2.7 %). Additionally, smokers complications) for resolving that risk (Briguglio and Wainwright, 2022).
exhibited increased usage of pain medications post-surgery and higher Pre-rehabilitation is becoming extremely common in non-traumatic
mortality rates within one year (Pandit et al., 2018). Similarly, research surgery as a multidisciplinary approach aimed at enhancing a pa
on total hip arthroplasty patients revealed that smokers had an elevated tient’s functional capacity and reducing postoperative complications
risk of complications such as lower respiratory tract infections, before medical interventions (Fleurent-Grégoire et al., 2024). Two pilot
myocardial infarction, and cerebrovascular events compared to studies, one with major abdominal surgery patients and the other with
non-smokers and ex-smokers. Notably, ex-smokers demonstrated patients undergoing esophagectomy, showed that preoperative IMT
reduced risks, highlighting the benefits of smoking cessation prior to improved postoperative respiratory muscle function (Kulkarni et al.,
surgery (Matharu et al., 2019). While these studies provide valuable 2010; Dettling et al., 2013). Similar results were also reported by other
insights, specific research focusing on the effects of IMT in smokers or authors with potential benefits in diminishing pneumonia and atelec
ex-smokers with reduced lung function is limited. Given the established tasis and increasing mobility post-operatively (Karanfil and Møller,
benefits of IMT in improving respiratory muscle strength and lung 2018; Guinan et al., 2019). Regarding postoperative IMT application,
function in other populations, it is plausible that smokers or ex-smokers Azambuja et al., in a recent systematic review, reported that rehabili
with compromised pulmonary function may also benefit from such tative IMT increases maximal inspiratory pressure, 6 min walk test,
training (McConnell, 2013). However, further targeted research is maximum oxygen consumption and quality of life in patients with heart
necessary to confirm the efficacy and optimal protocols of IMT in this failure (Azambuja et al., 2020). Similar results were noticed in a more
specific group. recent review where rehabilitative IMT with adult patients undergoing
cardiac surgeries improved PeakVO2, 6 min walking test, maximal
2.1.6. Patients undergoing major orthopaedic surgeries inspiratory pressure, quality of life, postoperative pulmonary compli
Although the application of IMT has not been explored in elective cations and spirometry outcomes (Starko et al., 2024). It is possible to
and trauma orthopaedic surgeries, it is possible to speculate on its deduce that IMT can be used as a pre- and post-operative intervention in
benefits for at-risk patients undergoing major orthopaedic surgery based orthopaedic surgery, Fig. 1; however, future research should investigate
on data from other surgical specialties. Katsura et al. completed a the impact of the intervention on rehabilitative outcomes.
Cochrane review to assess the effectiveness of preoperative IMT on
postoperative pulmonary complications in adults undergoing cardiac or 3. Theoretical framework
major surgery, and they reported that preoperative IMT reduces post
operative atelectasis, pneumonia and length of hospital stay (Katsura Given the applications of IMT and clinical results across different
et al., 2015). The benefit of these abdominal and thoracic procedures is contexts discussed, we may summarise that IMT can be associated with
interesting, given the previously shown effect of IMT on spinal condi four main clinical benefits: i) improvement in respiratory muscle
tions several studies have reported how IMT can diminish low back pain strength and function – due to the conditioning effect of the intervention
and improve mobility in healthy and abdominal pathological conditions itself, which focuses on inspiratory muscle strength exercises; ii)
(Borujeni and Yalfani, 2019; Ahmadnezhad et al., 2020). These results improvement in quality of life, due to patients feeling better (measured
suggest that IMT may be a useful adjunct for patients at-risk undergoing via QoL dedicated questionnaires (Yekta et al., 2019)) and more active
procedures such as major spine surgery, where multi-level fusion pro post-intervention; iii) improvement in functional mobility (e.g., 6 min
cedures are completed for degenerative spine conditions. walking tests); iv) improvement in dynamic balance (e.g., mini-BEST).
Another aspect that has been well explored is the positive association Refer to Fig. 2.
between improvement in inspiratory muscle strength and improvement It is possible to highlight three main theories to explain these results.
in dynamic balance (e.g., walking). This is important, given the known First, the diaphragm plays a dual role in respiration and core stabilisa
increased fall risk in the early recovery stages after TJA or surgery for tion by modulating intra-abdominal pressure (IAP), which is essential
fractured neck of femur. Recent studies have shown how older pop for postural control and balance. Hence, stronger inspiratory muscles
ulations (65+) and care-home dwellers reported significant improve contribute to better IAP control, resulting in high core management and
ment in dynamic balance measured with the mini-BEST test following 8 better mobility (Hodges and Gandevia, 2000; Papalia et al., 2020). A
consecutive weeks of IMT (Ferraro et al., 2019, 2020). Similar im second theory is that IMT provides patients with less perceived exertion,
provements have been noticed in older diabetes population (SHERAZ and as a consequence, it enhances gait endurance and walking perfor
et al., 2024a, SHERAZ et al., 2024b), where an IMT intervention has mance (e.g., 6 min walking test) (Fabero-Garrido et al., 2022; Shoe
improved an initial lack of balance. More recently, IMT has been asso maker et al., 2009). A third and final theory is that IMT produces a
ciated with other forms of balance training, such as Tai Chi, where im positive effect on the metaboreflex, which results in increased
provements in balance were also associated with higher improvements endurance-based activities (McConnell and Romer, 2004; Illi et al.,
in overall mobility (Ferraro et al., 2025). Hence, it is possible to conceive 2012). An agreement has not been reached regarding the mechanisms
that integrating IMT in major orthopaedic surgery and TJA as a pre and that link improvement in inspiratory muscle strength with mobility and
post rehabilitation intervention may help to increase balance and balance outcomes hence, it is possible to conclude that a combination of
mobility for certain groups of patients, leading to better post-operative all these elements plays a role as mobility and balance are considered
outcomes. multimodal tasks that require holistic approaches (Pollock et al., 2000).
3
F.V. Ferraro et al. International Journal of Orthopaedic and Trauma Nursing 58 (2025) 101193
restriction (Karcz and Papadakos, 2013) have reduced since the intro
duction of enhanced recovery pathways but remain a preventable
complication of surgery. When they occur, PPCs, such as atelectasis and
pneumonia, significantly impact patient outcomes, leading to increased
hospital stays, healthcare costs, and higher postoperative morbidity
(Fernandez-Bustamante et al., 2017). Specific patient populations,
including older adults and individuals with pre-existing respiratory
conditions such as COPD, obesity, and OSA, are particularly vulnerable
to these complications, and as such, they could potentially benefit from
targeted interventions to optimise respiratory function and accelerate
recovery (Caicedo-Trujillo et al., 2023; Torres-Castro et al., 2022;
Krause-Sorio et al., 2021).
IMT can be a promising intervention to enhance recovery in ortho
paedic surgery through its ability to strengthen respiratory muscles,
improve lung function pre- and postoperatively, and enhance functional
mobility. Evidence suggests that IMT can reduce the length of hospital
stay, lower the incidence of PPCs, and contribute to improved post-
surgical outcomes (Kendall et al., 2018; Ge et al., 2018). Additionally,
preoperative IMT has demonstrated effectiveness in enhancing respira
tory endurance and strength, thus reducing postoperative respiratory
decline (Katsura et al., 2015). Furthermore, IMT has been shown to be
particularly beneficial in reducing PPCs in surgical populations, with
notable improvements in inspiratory strength, oxygenation, and func
tional exercise capacity (Silva de Sousa et al., 2024). In order to realise
these benefits, a structured IMT program should ideally commence four
to six-eight weeks before surgery (Fig. 2), employing threshold-loading
devices to optimise inspiratory muscle strength and reduce post
operative complications (Paiva et al., 2015). Whilst postoperatively,
IMT should be integrated into rehabilitation protocols to support res
piratory recovery, facilitate early mobilisation, balance and counteract
respiratory muscle weakness.
4
F.V. Ferraro et al. International Journal of Orthopaedic and Trauma Nursing 58 (2025) 101193
Fig. 2. Infographic summarising the definition of Inspiratory Muscle Training, the recommended training protocol and the conditions discussed in the manuscript.
+
COPD = Chronic Obstructive Pulmonary Disease, *Including multi-level spinal and prolonged procedures.
Table 1
– Examples of Inspiratory Muscle Training protocol to be used in orthopaedic surgery.
Phase Setting Frequency Intensity Progression Supervision
Pre-operative Phase Home 1–2x/day, 50 % of the Increasing resistance when patients can achieve Weekly physio check-in
2–4 weeks before 15 min measured MIP more than 30 breaths
surgery
Days 1–5 post-op Hospital/ 1- 2x/day, 30 % of pre-op MIP Increasing resistance when patients can achieve Physiotherapist supervised whilst in
Home 15 min more than 30 breaths hospital.
Days 6–14 post- Home 2x/day, 40–50 % of updated Increasing resistance when patients can achieve Patient logs, effort and symptoms; weekly
discharge 15 min MIP more than 30 breaths remote check-ins
Weeks 3–ongoing Home 2x/day, 60–70 % of MIP Aim to reach maximum resistance within eight None needed
15 min consecutive weeks of training
A protocol of Inspiratory Muscle Training for orthopaedic surgery has not been developed yet; however, it is possible to create a protocol based on previous findings.
Modified from Ferraro et al. (2025); McConnell (2013). MIP = Maximal Inspiratory Pressure; min = minutes.
As an example - The above Inspiratory Muscle Training protocol could be applied to the surgical pathway for the below patient.
Patient profile:Mrs X is a 74-year-old female scheduled for an elective total hip replacement (THR) due to severe osteoarthritis. Her medical history includes
well-controlled COPD (GOLD Stage II), obesity (BMI 36), and reduced mobility due to her hip joint pain. Pulmonary function tests reveal a XX (low-normal for age and
sex). She is an ex-smoker and lives independently but reports struggling with prolonged exertion and stair-climbing.
Preoperative Screening and MDT Planning:Following her pre-operative assessment, Mrs X is identified as potentially at risk of postoperative pulmonary compli
cations (PPCs) and impaired cardio-respiratory capacity. The preoperative team (which may include physiotherapist, nurse specialist, and respiratory therapist)
recommend an Inspiratory Muscle Training (IMT) program integrated into her enhanced recovery pathway.
device for an individual patient is relatively inexpensive, running a 6. Conclusive summary of clinical recommendations
program at scale entails costs for equipment procurement, staff training,
and potentially extending preoperative services. A qualitative study of a To optimise surgical outcomes and reduce postoperative complica
multimodal prehabilitation program noted that staff shortages and lack tions, we propose that IMT could be systematically integrated into
of organisational capacity were major barriers to prehabilitation enhanced recovery pathways for at-risk patients through a screening
implementation (Fuchs et al., 2024). Indeed, inconsistent availability of process (e.g. respiratory muscle function tests such as maximal inspi
IMT across institutions reflects these systemic issues, highlighting the ratory pressure) and tailored intervention protocols (such as four to six-
need for greater investment and structural support. eight weeks of training). We propose that by IMT may be a useful
adjunct to enhanced recovery pathways in order to help promote early
mobilisation, reduce pulmonary complications, and improve overall
balance, mobility and quality of life for patients with impaired
5
F.V. Ferraro et al. International Journal of Orthopaedic and Trauma Nursing 58 (2025) 101193
Table 2 undergoing open bariatric surgery: respiratory muscle strength, lung volumes, and
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CRediT authorship contribution statement land/2021/part-2-overweight-and-obesity.
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Francesco V. Ferraro: Writing – review & editing, Writing – original Dyer, C., 2012. The interaction of ageing and lung disease. Chron. Respir. Dis. 9, 63–67.
draft, Visualization, Conceptualization. Rania Edris: Writing – review & Edwards, R.R., Campbell, C., Schreiber, K.L., Meints, S., Lazaridou, A., Martel, M.O.,
editing, Writing – original draft. Thomas W. Wainwright: Writing – Cornelius, M., Xu, X., Jamison, R.N., Katz, J.N., 2022. Multimodal prediction of pain
and functional outcomes 6 months following total knee replacement: a prospective
review & editing, Writing – original draft, Conceptualization. cohort study. BMC Muscoskelet. Disord. 23, 302.
Fabero-Garrido, R., Del Corral, T., Angulo-Díaz-Parreño, S., Plaza-Manzano, G., Martín-
Declaration of competing interest Casas, P., Cleland, J.A., Fernandez-DE-Las-Penas, C., López-DE-Uralde-Villanueva, I.,
2022. Respiratory muscle training improves exercise tolerance and respiratory
muscle function/structure post-stroke at short term: a systematic review and meta-
The authors declare the following financial interests/personal re analysis. Annals of Physical and Rehabilitation Medicine 65, 101596.
lationships which may be considered as potential competing interests: Fernandez-Bustamante, A., Frendl, G., Sprung, J., Kor, D.J., Subramaniam, B., Ruiz, R.
M., Lee, J.-W., Henderson, W.G., Moss, A., Mehdiratta, N., 2017. Postoperative
Guest Editor for VSI - Enhanced Recovery Pathways in Orthopaedic and pulmonary complications, early mortality, and hospital stay following
Trauma Care (TWW) If there are other authors, they declare that they noncardiothoracic surgery: a multicenter study by the perioperative research
have no known competing financial interests or personal relationships network investigators. JAMA Surg. 152, 157–166.
Ferraro, F.V., Gavin, J.P., Wainwright, T., Mcconnell, A., 2019. The effects of 8 weeks of
that could have appeared to influence the work reported in this paper. inspiratory muscle training on the balance of healthy older adults: a randomized,
double-blind, placebo-controlled study. Physiological reports 7, e14076.
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