PREOPERATIVE PREPARATION: Value, Perspective, and Practice in Patient Care

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First among Standards of the American Society of Anesthesiologists is Basic Standards of Preanesthesia Care.2 Approved by the American Society of Anesthesiologists (ASA) House of Delegates on October 14, 1987, these standards are considered “minimum requirements for sound practice” based on “generally accepted principles for patient management.”

As stated in the guidelines, “An anesthesiologist shall be responsible for determining the medical status of the patient, developing a plan of anesthesia, and acquainting the patient or the responsible adult with the proposed plan.” The standards call for a review of medical records; an interview and examination of the patient; a discussion of the patient's medical history, previous anesthetic experiences, and current drug therapy, and provisions for obtaining and reviewing laboratory and diagnostic tests indicated for the conduct of anesthesia. They also require that the responsible anesthesiologist verify that the above requirements have been “properly performed and documented in the patient's record.” They provide for modification and documentation of the reasons for modification in the patient's record under unusual circumstances, such as extreme emergencies.

Can the official statement of the ASA on the subject of preoperative preparation be summarized? How these standards can be best implemented is a subject of debate. Some authors believe that a preinduction assessment satisfies these requirements; others advocate a preparation process that begins days before a planned anesthetic.35 Common sense and experience suggest that these published standards do not address the full range of possible issues surrounding preoperative preparation.

Changes in health care delivery, health assessment standards, information management, and perioperative care patterns have resulted in the reconceptualization of virtually every aspect of preoperative preparation. The vocabulary used to discuss issues has changed to reflect the shifting emphases of perioperative care better. In a report due in 2000 from the Task Force on Preanesthesia Evaluation, the ASA is expected to make an expanded statement on what constitutes acceptable preanesthetic care.

In this article, preoperative preparation is presented as having distinct but overlapping preanesthetic and preprocedural components. Value is discussed, and the roles of various perspectives are considered as determinants of the practices that shape the structure and function of preparation processes. Preanesthesia preparation then is discussed as a practical activity. A discussion of future issues concludes this article.

Section snippets

DEFINITIONS OF TERMS

Before a discussion of value, perspective, and practice in preoperative preparation, terms used in this article must be defined that appear interchangeable in use— preoperative, preanesthetic, and preprocedural—but, in fact, are different in meaning. The need to define these terms precisely arises from four truths that shape contemporary anesthesia service delivery.

First, anesthesia is safer than it has ever been. Hospital and ambulatory surgical center anesthesia mortality rates are now

VALUE

Whether one receives, delivers, or pays for a service, the question always exists: what is the value of the service? As in common usage, value, used here, implies satisfaction of needs linked to but beyond those accessible to straight economic measure. Subjective assessments of value do not translate neatly into objective measures, yet the exercise of developing semi- or quantitative representations of value is useful.

Orkin31 first advanced the notion, in the anesthesia literature, that value

PERSPECTIVE

Viewed as a service, preanesthesia preparation means different things to different people. Lagasse et al,19 using quality indicators for anesthesia providers derived from the 1992 Joint Commission on Accreditation of Healthcare Organizations recommendations, found that the major determinant of patient care quality was the system through which services are delivered and not the individual anesthesia care provider. (They do not address the question of what happens when system failures are the

PRACTICE

The practice of preanesthesia preparation is being pulled in many directions. The earliest published call for development of an anesthesia-run outpatient clinic came in 1949.20 With the advent of extensive outpatient services, the usefulness of this approach became evident—which was certainly the case at the author's institution, the University of North Carolina (UNC) Health System. There, the concept of an ambulatory surgical center has been operational since 1982, some form of preanesthesia

FUTURE TRENDS

Preanesthesia preparation clinics, of which PreCare is only one organizational model, are not limited to academic or governmental medical centers. Lerner21 reported the result of a survey sent to 183 Pennsylvania facilities in which 78% of 79 completed surveys indicated the use of formal clinic mechanisms, 50% of which were run by the anesthesia service, to conduct preanesthesia preparation. Nonetheless, Roizen reports that fewer than 15% of patients currently are evaluated in such centers in

SUMMARY

Preanesthesia preparation will continue to stimulate creativity and debate. Strategies for process improvement will take various shapes and require tools previously unfamiliar to many medical managers. At UNC Health System, anesthesiologists currently are committed to the centralized preanesthesia clinic approach used in PreCare. To date, their strategies have been validated by their institutional measures of success: a 0.7% first-case am work-up rate, a 5% no PreCare visit rate, a 5% consent

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    Address reprint requests to Vincent J. Kopp, MD, Department of Anesthesiology, Campus Box 7010, 223 Burnett-Womack Building, University of North Carolina at Chapel Hill, School of Medicine, Chapel Hill, NC 27599–7010, e-mail: [email protected]

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    Departments of Anesthesiology and Pediatrics, and Social Medicine, School of Medicine, University of North Carolina at Chapel Hill; and PreCare, UNC Hospitals, University of North Carolina Health System, Chapel Hill, North Carolina

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