PERI-OPERATIVE APPLICATIONS OF REGIONAL ANESTHESIA FOR CHEST AND ABDOMINAL SURGERY

 

Introduction

Postoperative epidural analgesia has been provided in the cervical, thoracic, lumbar, and caudal regions.  Intrathecal postoperative analgesia has been provided by single injection of lumbar narcotics or by repeated injections of narcotics and/or local anesthetics through small bore catheters. 

 

Renewed interest has occurred in attempting to decrease pain medication requirements postoperatively by a technique termed preemptive analgesia.1  Through the administration of epidural opiates preoperatively, MSO4 was required postoperatively and visual analogue pain scores were significantly improved.  This may be explained by blocking the input obnoxious peripheral afferents to the spinal cord and subsequently preventing spinal cord wide-up.

 

Many different opiate compounds have been administered and include morphine sulfate (MSO4), meperidine, hydromorphone, methadone, fentanyl, and sufentanil.  While other compounds such as the α2-agonists are currently undergoing investigation, opiates remain the gold standard for intraspinal injection.  In the following discussion the term intraspinal will be used generically to refer to both epidural and intrathecal administration.

 

Efficacy

Epidurally administered opiates must initially cross the dura mater before exerting their effect in the substantia gelatinosa (Rexed's laminas II-III).  These agents are also subject to uptake into the rich epidural plexus of veins.  Uptake and distribution into plasma after epidural administration resembles that seen after intramuscular injection.  The portion of drug that is not taken into the vascular compartment is available to cross the dura.  Hydrophilicity determines how much drug will cross the dura.  Lipophilic agents such as fentanyl and sufentanil will cross the dura rapidly but also tend to retrace into the epidural space.  Hydrophilic MSO4 crosses the dura poorly but tends to stay subarachnoid once there.

 

The clinical effects of this characteristic is manifested in the intraspinal:systemic dose ratio, and the ability of an opiate to truly provide analgesia via a spinally mediated mechanism versus redistribution into plasma with subsequent action supraspinally.

 

In comparison, MSO4 has been shown in many studies to provide prolonged (12-16 hrs), excellent analgesia using a reduced dose.2,3  If the dura mater is circumvented by placing the MSO4 directly into the subarachnoid space a minute dose (0.2-0.5 mg) can be utilized with similarly impressive duration.  The lipophilic agents do not enjoy these advantages.  Doses similar to systemic doses must be administered to achieve analgesia.4  This does not necessarily mean there is no spinal cord effect with these agents.  It can be theorized that the quality of analgesia may be enhanced by the intraspinal administration of these agents, a result of the opiate being present spinally in much higher concentrations and subsequently binding to the subarachnoid opiate receptor.

 

Agents

The ideal intraspinal opiate would be hydrophilic in nature, have a high affinity for the opiate receptor, require occupation of a small percentage of receptors to provide analgesia, demonstrate a prolonged duration of analgesia, be free of side effects, and have no propensity to redistribute cephalad through cerebrospinal fluid (CSF) and cause delayed respiratory depression.  An agent to match these characteristics does not presently exist.  Table 1 shows the intraspinal doses of commonly administered opiates.

 

                                                          TABLE 1. Postoperative Intraspinal Opiate Doses

 

        Systemic       Dose

Epidural     Dose

Subarachnoid     Dose

     Epidural Infusion

                Rate

MSO4

        5 - 10 mg

         2 - 5 mg

           0.2 - 0.5 mg

            0.5 mg/hr

Meperidine

      50 - 100 mg

       30 - 50 mg

            10 - 20 mg

         10 - 15 mg/hr

Methadone

        5 - 10 mg

         3 - 6 mg

                  N/A

             .5 mg/hr

Fentanyl

     100 - 150 μg

     100 - 200 μg

           75 - 150 μg

        70 - 100  μg/hr

Sufentanil

         25-50 μg

        25 - 50 μg

            25 - 50 μg

         25 - 50 μg/hr

 

MSO4 was the initial intraspinal opiate injected and remains the prototypical, available opiate.  Its biggest advantage is its hydrophilicity which provides long analgesia, and, if injected intrathecally, requires minute doses.  Large series have all demonstrated the safety of intraspinal MSO4.2,3  In its preservative-free form, MSO4 remains the only opiate which has FDA approval for epidural or intrathecal injection.  Epidurally administered MSO4 penetrates the dura poorly with an onset of action being 30 minutes and a peak effect not usually seen prior to 60 minutes.  Thus, the injection of MSO4 must be anticipated if adequate analgesia is to be achieved at the onset.  With this understanding MSO4 has been administered routinely in the postoperative setting by intermittent injection and continuous infusion.  While MSO4 has been utilized intraspinally by patient-controlled technology (PCA), its characteristically delayed onset may make it less than optimal by this route.

 

Meperidine has also been injected extensively and possesses the unique characteristic of having local anesthetic properties.  Its local anesthetic potency is sufficient when administered intrathecally to provide sensory anesthesia in some patients and surgical analgesia in most.  The significance of its local anesthetic properties when injected epidurally is less clear.  It does not produce sensory anesthesia in normal epidural doses.  However, very low doses of local anesthetics such as bupivacaine are synergistic with opiates.  The dual properties which meperidine possesses may provide synergism within the single compound.

 

Fentanyl has achieved widespread popularity over the past 7-10 years.  Its initial use stemmed from the hope that fentanyl might not suffer the same risk of respiratory depression that MSO4 had been shown to have.  This question currently remains unanswered.  The bulk of information presented would support that fentanyl does redistribute rostrally through the cerebrospinal fluid (CSF) less than the hydrophilic agent MSO4, and, as a result, may have fewer side effects associated with it.  Nonetheless, fentanyl does alter the CO2 response curve, shifting it to the right in a manner similar to MSO4.  Like MSO4 this property has rarely been a problem in the clinical setting.

 

The biggest unanswered question regarding fentanyl surrounds whether the analgesia obtained is a true spinal cord effect or a result of the drug being redistributed through plasma to supraspinal levels.  Multiple conflicting studies have appeared over the past several years.  The dose required to produce analgesia intraspinally is similar to that necessary by intravenous administration.  Recently, in a comparison of lumbar epidural vs., intravenous Fentanyl infusions for post thorocotomy pain patients acheive similar pain relief but required more drug when administered epidurally.  Whether the quality of analgesia obtained in the early postoperative period is different has been more difficult to ascertain.  An explanation may be that with initial injection there is a spinal cord effect but with time either habituation or redistribution through plasma occurs to such an extent that the spinal cord effect is negligible.

 

If one accepts that fentanyl does not extensively travel cephalad through CSF then one must place the spinal or epidural catheter at the dermatomal level appropriate for the surgical procedure.  A lumbar epidural catheter will not provide analgesia by a spinal cord mechanism for thoracically mediated pain.5,6  This is in contradistinction to MSO4, which has been shown to travel cephalad in sufficient quantity to provide analgesia at dermatomally distant sites from the catheter placement.

 

Whether the effect after intraspinal injection is spinally mediated or systemic, the rapidity of analgesic onset after fentanyl administration is so pronounced that there is utility for the agent when patients are found to be acutely experiencing unacceptable pain.  Patients in this setting are often not well served if they have to wait 30-60 minutes for the effects of an injection of intraspinal MSO4.  100-200 μg of fentanyl in these patients can provide quick analgesia while the longer lasting MSO4 begins to set up.

 

Sufentanil has also been used in the intraspinal canal.  The characteristics of the lipid soluble fentanyl are magnified with sufentanil.  Systemic doses are necessary and may be exceeded when used intraspinally.  Its theoretical advantage results from the strong affinity that sufentanil has for the spinal μ-receptor.  Whereas MSO4 requires 80-90% occupancy of the receptor to provide analgesia, sufentanil has to occupy less than 30%.  This characteristic has relevance in the cancer population where tolerance and down regulation of the receptor is important, but is probably unimportant in the acute postoperative setting.

 

Technique of Delivery

If opiates are to be injected by intermittent technique, the drugs can be administered either on a pre-timed schedule or when the patient complains of pain (prn).  If medications are to be injected on a pre-timed schedule, one must anticipate the large interpatient variation in the analgesic t?.  For example, scheduling re-injection of MSO4 every 12 hours would render a small percentage of patients with inadequate pain relief prior to the scheduled re-injection while others would not have required the subsequent injection for 6-12 hours past the scheduled time.  Unnecessary pain or possible drug accumulation and side effects could result.  The flexibility which is necessary to allow for interpatient variability has been most successfully done when trained nurses are allowed to inject epidural catheters during routine postoperative care.  Unfortunately, most state nursing boards preclude registered nurses from re-injecting spinal catheters.  If intraspinal opiates are injected only on demand, the qualitatively superior analgesia seen with intraspinal narcotics often regresses before a qualified person can respond to reinject.  Patients suffer unacceptable pain before adequate analgesia is re-established.  This roller-coaster effect is less than optimal in postoperative management. 

 

Continuous infusion of intraspinal narcotics prevents the regression of analgesia seen with intermittent injections by keeping patients in a steady state condition of continuous analgesia.  If inadequate analgesia occurs, a change in the infusion rate can be ordered by the physician and performed by the nursing staff.  Continuous infusions are particularly well-suited for the lipophilic agents such as fentanyl and meperidine and/or local anesthetics.  We have also had much experience in using continuous infusion with epidural morphine, with excellent analgesia.  Additional set-up is required using this technique, particularly volumetric pumps and tubing.  The largest risk inherent to the technique is inadvertent injection into the tubing by personnel mistaking the epidural line for an IV line.  Drugs safe for the intravascular space could easily be catastrophic in the intraspinal canal.  Our institution uses nitroglycerine tubing, which has no injection ports and makes this risk less likely to occur.  Also, most volumetric pumps do not prevent patients from changing the rate of infusion themselves, behavior that would be expected to occur most frequently in patients with drug-seeking personalities.  PCA pumps with locked drug chambers may provide a better alternative. 

 

With the advances in PCA technology, studies have reported the efficacy of epidural opiates by this route of administration.  Fentanyl appears to be the logical agent since its rapid onset meshes better with the principles of PCA dosing and would avoid the need for long lockout intervals.  However, Sj–strom et. al. examined epidural morphine and pethidine by PCA.7  Pain relief was excellent in both groups although large interpatient variation existed in both groups.  The plasma levels drawn for both drugs were significantly decreased compared to minimum analgesic concentrations after IM administration.  Further work will need to be performed in this area before specific recommendations can be made for routine clinical use.

 

Outcome Studies

Several studies have examined the effect of epidural opiates on outcome in post-surgical patients.  One of the initial studies to measure outcome criteria was performed by Rawal et. al. in which a group of morbidly obese patients receiving epidural narcotics post-operatively had shorter hospital stays, improved analgesia, and decreased morbidity.8

 

The most frequently cited article concerning outcome measures in epidural patients has been the work of Yeager and Glass, published in 1987.9  Twenty-eight patients received epidural analgesia and 25 received IV narcotics.  Morbidity, complication intensity, and mortality rates were all significantly less in the epidural group.  Physician and hospital costs were significantly lower than in the group receiving epidural narcotics.  One explanation for the beneficial effects of epidural anaesthesia in high-risk surgical patients may relate to the effect of high thoracic epidural anesthesia on the diameter of normal and diseased epicardial arteries.  Blomberg et. al. found thoracic epidural analgesia anesthesia to increase luminal diameter in stenotic segments from 1.35 +/- 0.11 to 1.56 +/- 0.13 ml but had no effect on non-stenotic segments.10  This effect could be quite significant in patients undergoing surgery who had poor cardiac reserve secondary to ischemic heart disease.

 

A recent study (n=173) tried to compare the effects of thoracic epidural anesthesia in combination with light general anesthesia to "balanced" general anesthesia in high-risk surgical patients undergoing abdominal aortic reconstructive surgery.11  No difference in morbidity factors or mortality between groups was noticed.  Postoperatively, patients in each group received either subcutaneous morphine sulfate, epidural fentanyl, or epidural bupivacaine.  The effect of postoperative management on outcome was not addressed.

 

Risks of Epidural Analgesia

Risks initially identified with epidural narcotic analgesia included respiratory depression, urinary retention, pruritus, and nausea and vomiting. 

 

Much has been published concerning the risk of respiratory depression from the administration of intraspinal opiates, reflecting the serious morbidity and mortality which can occur if respiratory depression goes unnoticed.  Early respiratory depression results from the redistribution of narcotics from the epidural space into the vascular bed and subsequently to the respiratory center of the fourth ventricle.  This occurs 20-45 minutes after an injection, and mimics the effects which can be seen after an opiate is administered intramuscularly or subcutaneously.  Early respiratory depression occurs much more frequently than delayed, late respiratory depression,  but its consequences can be equally catastrophic if patients are not observed closely.  Undetected early respiratory depression is uncommon since most clinicians and nursing personnel know to monitor patients closely for 30-45 minutes after an opiate has been administered, regardless of the route utilized.

 

Delayed respiratory depression most commonly occurs 3-6 hours after administration but has been reported 18 hours after a single intraspinal injection.  Delayed respiratory depression results from passive rostral flow within the CSF to the fourth ventricle.  The risk of delayed respiratory depression increases many fold if a concomitant dose of systemic narcotic is delivered.  The clinician can easily forget that an intraspinal opiate injected 5 hours earlier will have peak ventricle levels at the same time that a systemic injection is made.  This combination of epidural and intravenous administration was shown in Gustafsson's survey to be the single greatest predictor of respiratory depression.12  Systemic opiates should never be administered while an intraspinal technique is being used.

 

Increasing age decreases the dose requirement of epidural narcotics.  If a routine intraspinal opiate dose or infusion is administered to an elderly, frail individual, the risk of respiratory depression will be increased.  Likewise, if during placement of an epidural catheter, a dural puncture has occurred, the transfer kinetics of the agent passing from the epidural space to the subarachnoid space can be significantly altered.  If a dural puncture occurs and a subsequent epidural catheter is successfully positioned, the initial dosage used should be extremely conservative, possibly reduced by a factor of 10 and the patient initially watched for any signs of respiratory depression.  Doses can subsequently be cautiously increased if analgesia is incomplete. 

 

The risks of respiratory depression from intraspinal narcotics have affected the management of patients receiving this technique, yet their risks may be no different than after systemic administration.  A study by Miller et. al.13  reported 860 patients who received MSO4 orally or systemically and found the instance of severe respiratory depression to be 0.9%, a number that compares favorably to the studies by Gustafsson, Ready, and Rawal.12,14,15

 

No consensus of opinion exists on what degree of respiratory monitoring is necessary with the use of intraspinal narcotics.  Unfortunately, a respiratory monitor that can be used on a regular nursing floor and is both reliable and predictive of a respiratory event has not been developed.  In a 1986 survey of 73 centers by Mott and Eisele, they found that 67% of the centers kept intraspinally medicated patients in specialized care units.  They found no difference in the incidence of respiratory depression:  0.4% overall, but 0.6% in centers where patients were managed only in specialized units.16 

 

We rely on hourly respiratory checks by our floor nurses and provide continuous inservicing.  Standing orders provide guidelines for all potential emergencies.  A patient is monitored in a specialized unit only if his surgical risk status and postoperative analgesic risk factors deem it appropriate. 

 

Treatment of respiratory depression is simple and effective:  naloxone will reverse the respiratory depression of all pure mu-opiate agonists.  Routine cases will require naloxone in doses of 2-5 μg/kg/hr to reverse the respiratory depression, but this must be titrated to effect and much higher doses may be necessary if an inadvertent overdose has occurred.  Naloxone can be initially administered by a bolus injection but, should always be followed by infusion when treating respiratory depression from intraspinal narcotics since its t1/2 is much shorter than any of the narcotics.

 

Nausea and vomiting is associated with epidural narcotics, the extent of which may never be appreciated since many surgical patients experience nausea or vomiting from their surgical procedure.  Estimates have ranged from 17-34% for MSO4, while the lipid-soluble agents have been reported to have a decreased incidence of nausea and vomiting.  The emetic effect of epidural narcotics has been attributed to their effects on the chemoreceptors in the brain. 

 

Treatment of intraspinally related nausea and vomiting can involve several regimens.  An anti-emetic such as chlorpromazine can be included on standard order forms.  Naloxone has also been reported effective in the treatment of nausea and vomiting, although recent studies support the ineffectiveness of naloxone to reliably reverse nausea and vomiting.  Recently, two studies have demonstrated marked effectiveness with scopolamine when applied as a patch the night before surgery.  Odanterisin may prove effective in refractory cases of nausea and vomiting. 

 

The risk of urinary retention has often been understated and its significance unappreciated when compared to the life-threatening complications associated with respiratory depression.  The incidence of urinary retention ranged from 22-50% in several studies and may be less with the more lipid-soluble agents.  The morbidity associated with urinary retention and prolonged catheterization is far from insignificant and can preclude intraspinal analgesia as the optimal technique in otherwise healthy patients undergoing surgical procedures with only minimal postoperative pain. 

 

The mechanisms of urinary retention have not been clearly elucidated in patients receiving epidural narcotics.  Several studies have implicated a relaxation of the detrusor muscle and an increase in bladder capacity. 

 

Treatment of urinary retention is often unsuccessful.  Reports of naloxone to 0.8 mg have been described or infusions of 2-5 μg/kg/hr prior to the administration of epidural narcotics.  Our own clinical experience has often been less than encouraging. 

 

Pruritus represents a commonly reported side effect of epidural narcotics.  This can vary from a benign localized reaction to a diffuse, relentless problem that demands treatment.  Ready's study of 1106 patients and Stenseth's report on 1085 patients revealed an incidence of 24% and 11%, respectively.14,17  This wide variation most likely reflects a difference in extent of questioning by investigators and a somewhat subjective determination of whether the pruritus was epidurally related or not. 

 

Pruritus resulting from intraspinal narcotics can be managed successfully in most patients.  Diphenhydramine reduces many localized reactions, whether of epidural origin or not and can be listed on the standard orders.  Naloxone can be administered in refractory cases and is almost universally effective in doses of 2-4 μg/kg/hr.  

 

Epidural narcotics, particularly MSO4, have been reported to cause an increased incidence of recurrent herpes simplex infections in the obstetric population.  With the exception of a single case report, this has not been reported in other postoperative cases. Why this association exists remains unclear. 

 

Intrathecal Opiates

The use of intrathecal opiates in postoperative patients has been somewhat limited until recently because of unacceptable catheter technology.  Single-dose injections have been administered at the time the subarachnoid block was placed, or, in the case of some back operations, surgeons would elect to administer a dose during the surgical procedure.  This technique could provide long-lasting analgesia (18-24 hours in some patients) when MSO4 was employed.  The lipid-soluble agents do not have equally long analgesic profiles when administered intrathecally by single shot.

 

For operative procedures, where the duration of postoperative pain would not be expectedly prolonged and a subarachnoid technique is chosen for surgical anesthesia, single dose subarachnoid opiates are an excellent choice and probably underutilized.  Risks, potential complications, and monitoring should be no different than after epidural administration if equipotent doses are used (Table 1). 

 

The practitioner must be acutely aware of which opiates and preparations are suitable for intrathecal administration.  Spinal cord toxicity issues vary greatly between epidural and intrathecal administration.  A drug that is safe for epidural injection may be catastrophic is injected subarachnoid. The epidural space can be quite forgiving of some preservatives, while the subarachnoid space is characteristically not.  MSO4 in its preservative-free preparation has been demonstrated safe for intrathecal administration.  Fentanyl has been approved in Canada for subarachnoid use and its extensive chemical use in the United States would support its safety.  While appropriate spinal cord toxicity studies have not been performed with meperidine, the clinical evidence supports its use in preservative-free forms. Interestingly, one recent report in sheep suggests that sufentanil may exhibit some toxicity when given subarachnoid.  This would conflict with earlier cat and dog studies which showed sufentanil free of any spinal cord toxicity.  Until further spinal cord studies have been performed, one should inject intrathecal sufentanil with caution.

 

With newer spinal catheter technology, prolonged analgesia may become possibly either by repeated injections through the catheter or continuous infusion.  To date, we have not been able to find a pump that will reliably infuse opiate through the small spinal catheters. Another concern will be the risk of infection with catheters placed in the subarachnoid space.  Future work in this area is surely forthcoming.

 

Conclusion

Outcome measures can justify the use of epidural or intrathecal analgesia for subsets of postoperative pain patients.  Alternative techniques exist for other patients'.  For any given technique, different agents are available, many of which can be combined, when appropriate, in synergistic fashion.  In comparison with systemic routes of administration, these techniques provide excellent analgesia with small amounts of drugs.  The future will yield new techniques, new technology to aid in the performance of regional analgesia, and new agents for administration.  A final caveat remains that any reasonable technique has its own inherent risks and the postoperative pain practitioner must act as true consultant to the surgeon in recommending a regional technique or systemic route for postoperative analgesia.

 

BIBLIOGRAPHY

1.       Katz J, Kavanagh BP, et al:  Preemptive analgesia:  clinical evidence of neuroplasticity contributing to postoperative pain.  Anesthesiology 77:439-446, 1992

2.       Stenseth R, Sellevold O, Breivik H: Epidural morphine for postoperative pain:  Experience with 1085 patients. Acta Anaesthesiol Scand 29:148‑156, 1985

3.       Ready LB, Loper KA, Nessly M, Wild L: Postoperative epidural morphine is safe on surgical wards. Anesthesiology 1991(in press)

4.       Loper KA, Ready LB, Downey M, Sandler AN, Nessly M, Rapp S, Badner N: Epidural and intravenous fentanyl infusions are clinically equivalent after knee surgery. Anesth Analg 70:72‑75, 1990

5.       Sandler AN, Stringer D, et al:  A randomized, double-blind comparison of lumbar epidural and intravenous fentanyl infusions for postthoracotomy pain relief.  Anesthesiology 77:626-634, 1992

6.       Guinard JP, Mavrocordatos P, Chiolero R, Carpenter RL:  A randomized comparison of intravenous versus lumbar and thoracic epidural fentanyl for analgesia after thoracotomy.  Anesthesiology 77:1108-1115, 1992

7.       Sj–str–m S, Hartvig D, Tamsen A: Patient‑controlled analgesia with extradural morphine or pethidine. Br J Anaesth 60:358‑366, 1988

8.       Rawal N, Sjostrand U, Christoffersson E, Dahlstrom B, Arvill A, Rydman H: Comparison of intramuscular and epidural morphine for postoperative analgesia in the grossly obese:  influence on postoperative ambulation and pulmonary function. Anesth Analg 63:583‑592, 1984

9.       Yeager MP, Glass DD, Neff RK, Brinck‑Johnsen T: Epidural anesthesia and analgesia in high‑risk surgical patients. Anesthesiology 66:729‑736, 1987

10.    Blomberg S, Emanuelsson H, Kvist H, Lamm C, Pont=n J, Waagstein F, Ricksten S‑E: Effects of thoracic epidural anesthesia on coronary arteries and arterioles in patients with coronary artery disease. Anesthesiology 73:840‑847, 1990

11.    Baron J-F, Bertand M, BarrČ, Godet G, Mundler O, Coriat P, Viars P.  Combined epidural and general anesthesia versus general anesthesia for abdominal aortic surgery. Anesthesiology 75:6-11-618, 1991

12.    Gustafsson LL, Schildt B, Jacobsen KJ: Adverse effects of extradural and intrathecal opiates:  report of a nationwide survey in Sweden. Br J Anaesth 54:479‑486, 1982

13.    Miller RR, Greenblatt DJ: Drug Effects in Hospitalized Patients. New York, John Wiley and Sons, 1976, pp 151‑152

14.    Ready LB, Loper KA, Nessly M, Wild L: Postoperative epidural morphine is safe on surgical wards.  Anesthesiology 1991 (in press)

15.    Rawal N, ArnČr S, Gustafsson LL, Allvin R: Present state of extradural and intrathecal opioid analgesia in Sweden.  A nationwide follow‑up survey. Br J Anaesth 59:791‑799, 1987

16.    Mott JM, Eisele JH: A survey of monitoring practices following spinal opiate administration. Anesth Analg 65:S105, 1986(Abstract)

17.    Stenseth R, Selleveld O, Breivik H: Epidural morphine for postoperative pain:  Experience with 1085 patients.  Acta Anaesthesiol Scand 29:148-156, 1985