Professional Documents
Culture Documents
tory care areas, ambulatory surgery centers (ASCs), endoscopy, dental offices, and plastic surgeons’
offices. Reviewing the history of post- anesthesia scoring systems identifies the im- provements that have
been made over the years, as well as reinforces the value of abiding by discharge criteria to maintain high
standards of care.
The Aldrete scoring system, a modification of the Apgar scoring system used to assess new- borns, has
been used in many PACUs since its introduction 35 years ago.13 This system is de- signed to assess the
patient’s transition from Phase I recovery to Phase II recovery, from discontinuation of anesthesia until a
return of protective reflexes and motor function.14 At most institutions, Phase I recovery occurs in the
PACU. Once Phase I recovery is completed,
homeostasis has been regained. To assess the patient’s transition from Phase II to Phase III recovery, the
PADSS is used.10 Phase II recovery is judged to be complete when the patient is ready for discharge
home. Phase III recovery continues at home under the supervision of a responsible adult and continues
until the pa- tient returns to preoperative psychologic and physical function.14
Both the Aldrete system and PADSS evaluate five key parameters to ensure safe transfer or discharge of
the patient postoperatively. Pa- tients achieving a total score of 9 or 10 are considered fit for transfer or
discharge to the next phase of recovery. The individual institu- tion indicates if such scores are necessary
for transfer or discharge, or if a score of 8 is accept- able (Table 1).
The original Aldrete scoring system of 1970 used color as an indicator of oxygenation by assessing the
color of the patient’s mucous membranes and nail beds. With the advent of oximetry, the Aldrete scoring
system was up- dated in 1995 to include this technological im- provement.15 Although monitoring the
patient’s mucous membranes and nail beds is still in- cluded in the nurse’s assessment, oximetry is a more
reliable indicator of oxygenation.1
Before the clear objective, numerical scoring of the Aldrete and PADSS, a number of psychomo- tor tests
were used to assess discharge readiness postanesthesia.9 In the late 1960s, a modified Gestalt test (the
Trieger dot test) was proposed to measure recovery. Patients demonstrated re- covery by connecting a
series of dots on paper to form a pattern. The more dots the patient missed, the lower their recovery
score.9 Not only was this test tedious in nature; it did not account for the presence of dizziness, hypoten-
sion, pain, bleeding, nausea, vomiting, and other parameters included in current discharge scoring
systems.
Other psychomotor tests that have been used are reaction time tests, driving simulator tests,
DISCHARGE CRITERIA: ALDRETE TO PADSS
261
peg board tests, and a Maddox wing test, which involves a device to test extraocular balance.9 These
psychomotor tests have limited value in assessing discharge readiness, but can be useful tools in
conducting research.6,17
The R.E.A.C.T. assessment tool is another scor- ing system that was developed in Chicago in the early
1980s. This acronym includes the param- eters of:
Respiration, Energy, Alertness, Circulation, and Temperature18
Several limitations have been observed with the R.E.A.C.T. assessment tool. Its creators ac- knowledge
that it is not appropriate for moni- toring acute changes such as the onset of oxy- gen desaturation,
dysrhythmias, or bleeding.18 This tool is recommended for use after such problems have been resolved.
This is a se- rious limitation because cardiac and respi- ratory complications occur more frequently in the
PACU than in ambulatory care ar- eas.12,19 The R.E.A.C.T. scoring tool also lacks a parameter to score
oxygenation, a parameter included in the Aldrete scoring system.
Before numerical scoring criteria, clinical crite- ria checklists were used to assess patient dis- charge
readiness. Although these checklists are used today in conjunction with the Aldrete and PADSS scoring
systems, their use alone does not permit quantification of discharge readi- ness. The checklists also do not
facilitate follow-up quality assurance audits.4 Stan- dard discharge criteria are listed in Table 2.
Although standard discharge criteria are useful to assess discharge readiness, the criteria is broad without
specifications as to vital sign ranges or expected pain levels. Therefore, such guidelines should be used
along with the PADSS to ensure the patient is safe for discharge to Phase III recovery.14
Drinking and Voiding Before Home Discharge
Requiring all patients to void and tolerate oral fluids is no longer supported and has been shown to lead to
unnecessary patient delays.1,4,9,14,20,22 A patient who has not voided postoperatively, has no urge to
do, has no bladder distention, or is not at high risk of urinary retention may be discharged home if given
clear guidelines on when to seek medical assistance. Patients who are at high risk of urinary retention are
those who have undergone a procedure involving the pelvic or genitourinary system, rectal or urological
procedures, hernia repairs, had urinary catheterization perioperatively, have a history of urinary retention,
or re- ceived neuroaxial anesthesia.1,9,14,20,21 This group of patients has a higher risk of urinary
retention and are generally required to void before discharge.22
Current literature remains inconsistent regard- ing the requirement to void after postneuroaxial
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Table 2. Clinical Discharge Criteria
● Stable vital signs for at least one hour
● Alert and oriented to time, place, and person
● No excessive pain, bleeding, or nausea
● Ability to dress and walk with assistance
● Discharged home with a vested adult who will remain with the patient overnight
● Written and verbal instructions outlining diet, activity, medications, and follow-up appointments provided
● A contact person and circumstances that warrant seeking the assistance of a health care professional clearly outlined
● Voiding before discharge not mandatory, unless specifically noted by physician (ie, urological procedure, rectal surgery,
history of urinary retention)
● Tolerating oral fluids not mandatory, unless specified by physician (ie, patient is diabetic, frail, and/or elderly; not able to
tolerate an extended period of NPO status)
Abbreviation: NPO, nothing by mouth.
Data from references 1,2,10,14.
anesthesia. Both neuroaxial and general anes- thesia can interfere with the detrusor muscle function and
predispose the patient to urinary retention.21 If the bladder becomes distended while anesthesia is
blocking the contraction ability of the detrusor muscles, voiding function can be impaired.22 The
mechanism of urinary complications is related to anesthetic agents blocking parasympathetic fibers in the
sacral region of the spine, which control the muscles of micturition.23 Gupta and others found that as
many as 17.5% of patients had postspinal uri- nary retention.21 Kang and others found that urinary
complications occur in less than 1% of spinal anesthetics.23 Urinary retention may occur with elderly
men, whereas urinary incontinence can occur with female pa- tients. Even with the low occurrence of
urinary complications, these problems usu- ally subside in the PACU, and intermittent urinary
catheterization is rarely needed.23 The choice of opioid used with spinal anes- thesia is a factor in
postoperative urinary re- tention. Hydrophilic opioids, such as mor- phine, may cause urinary retention,
whereas lipophilic opioids, such as fentanyl are less likely to cause this side effect.20
A suggested practice is for the patient to remain in the ambulatory care area for another hour if the patient
is at risk of urinary retention and has more than 400 mL of urine in the bladder (determined by an
ultrasonic bladder scanner), or if bladder distention is present. If after one hour the patient still has not
voided, an inter- mittent catheterization can be done.22 If the patient is not at increased risk of urinary
reten- tion, discharge should not be delayed if postop- erative voiding does not occur in the hospital. Such
patients are given clear discharge instruc- tions on when to seek medical assistance, eg, if they are not
able to void at home eight hours after discharge.14
Patients are no longer required to drink fluids before discharge home. Current recommenda- tions are that
postoperative hydration status is
assessed and managed in the PACU.6 Current practice guidelines set out by the American Society of
Anesthesiologists Task Force on Post- Anesthetic Care recommend that drinking clear fluids should not
be a part of a discharge pro- tocol, but may only be necessary for selected patients, such as diabetics.6 Not
abiding by such recommendations will unnecessarily delay dis- charges, reduce patient satisfaction, and
in- crease the incidence of nausea and vomiting when patients are encouraged to drink to be
discharged.1,4,9,14,16 Although the initial PADSS of 1991 did include voiding and drinking in the
discharge criteria, the revised PADSS of 1993 removed these criteria to avoid unnecessary delays and
support patient-focused care.24
Clinical practice and some clinical studies sup- port using the Aldrete scoring criteria to ensure discharge
readiness from Phase I recovery, and PADSS to ensure discharge readiness from Phase II
recovery.4,9,14,15,19,24 Institutions should also have clear guidelines on dis- charge criteria, and
requirement for all pa- tients to void or tolerate oral fluids should not be part of such a
protocol.1,4,6,9,14,22,24
Fast-Tracking/Bypassing the PACU
The practice of fast-tracking patients to the am- bulatory care area—bypassing the PACU—has been
practiced in some institutions since the late 1990s.25 With fast-tracking, patients must meet discharge
criteria to illustrate comple- tion of Phase I recovery before transfer from the operating room to the
ambulatory care area.26,27 The fast-tracking criteria sug- gested by White26 appear to be a union of the
Aldrete scoring system and the PADSS. To meet fast-tracking criteria, the patient must score a minimum
of 12 (maximum score is 14), with no score 1 in any parameter.26 As mentioned previously, this scoring
criterion may vary slightly according to the facilities’ individual protocols (Table 3).
Although fast-tracking is possible due to factors such as minimally invasive tech-
DISCHARGE CRITERIA: ALDRETE TO PADSS
263
Table 3. Criteria for Fast-Tracking After
Ambulatory Anesthesia
Level of Consciousness:
Awake and oriented 2 Arousable with minimal stimulation 1 Responsive only to tactile stimulation 0 Physical Activity:
Able to move all extremities on command 2 Some weakness in movement of extremities 1 Unable to voluntarily move
extremities 0 Hemodynamic Stability:
BP 15% of baseline 2 BP 30% of baseline 1 BP 50% of baseline 0 Oxygen Saturation:
Maintains value 90% on room air 2 Requires supplemental oxygen to maintain
oxygen saturation 90% 1 Saturation 90% with supplemental oxygen 0 Pain:
None/mild discomfort 2 Moderate to severe, controlled with IV analgesics 1 Persistent to severe 0 Emetic Symptoms:
None/mild nausea with no active vomiting 2 Transient vomiting controlled with IV
antiemetics 1 Persistent moderate to severe nausea & vomiting 0
Abbreviation: IV, intravenous.
Data from references 2,3,7,14,25,26.
niques and short-duration anesthetics, there is inconsistent support in the literature sup- porting its
use.14,28 Not all patients are ap- propriate for fast-tracking. In one study, only 31% of patients were
eligible for fast- tracking.14 Thus, a large number of patients still required traditional postanesthesia care
in the PACU. The PACU needs to be staffed appropriately to receive patients who are not eligible for
fast-tracking; therefore cost savings by reducing staffing in the PACU could not be guaranteed.27 The
Ontario Perianesthesia Nurses Association (OPANA) Practice Standards indicate there is cur- rently very
little data addressing patient out- comes related to fast-tracking.28 Another concern regarding
fast-tracking is that there
is no one agreed-upon practice guideline or definition of the factors involved in fast- tracking.28 Further
clinical studies are re- quired for its validation and benefits.9 It is clear that there is a need for caution in
implementing fast-tracking, and that a learn- ing curve exists with this practice.
Advantages and Limitations of Discharge Scoring Criteria
Although working in the perianesthesia area is often demanding and hectic, it is important to regularly
review current processes to ensure that up-to-date standards of care are in place.
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Table 4. Advantages and Limitations of Discharge Scoring Criteria
Advantages of Discharge Scoring Criteria Limitations of Discharge Scoring Criteria†
1. A well designed clinical scoring system provides a
reliable guide for nursing assessment. 2. Using scoring criteria follows standards set out by the
JCAHO and OPANA. 3. The reliability of scoring criteria is superior to clinical
discharge criteria. 4. Scoring systems are efficient and user friendly for
varying age groups. 5. Individualized scoring promotes patient-focused care. 6. Scoring criteria (Aldrete and PADSS) are
widespread
in acceptance, providing consistency among health care providers. 7. Unnecessary delays related to lack of voiding or fluid
intake can be avoided. 8. Using scoring criteria follows the recommendations
of the CAS. 9. Scoring systems are practical, easy to retain and repeat
throughout the patient’s stay. 10. Progress is quantified, and the scores can be tracked
or used in patient’s stay. 11. Progress is quantified, and the scores can be tracked
or used in follow-up chart audits/studies. 12. The scoring criteria assess all parameters of recovery
to ensure patient safety and readiness to be transferred to the next phase of recovery.
1. A definitive tool that is sensitive to the patient,
surgical procedure, and anesthetic technique has yet to be finalized. 2. Scoring systems do not include criteria for specific
requirements, eg, a required increased length of stay if M.H. susceptible, patient at high risk of urinary retention has not voided.
In these cases, additional guidelines need to be established and followed. 3. The postoperative vital sign parameter may be
inaccurate if preoperative values were abnormally high for the patient. (eg, elevated blood pressure preoperatively, related to
anxiety).
Abbreviations: JCAHO, Joint Commission on Accreditation of Health Care Organizations; OPANA, Ontario Perian- esthesia
Nurses Association; CAS, Canadian Anesthetists Society; MH, malignant hyperthermia.
Information obtained from references 1,4,5,9-11,13-16,19,22-24,28. †Information obtained from references 1,2,14,29.
There are many benefits for both the patient and nurse in consistently using evidenced-based discharge
scoring criteria. However, with all discharge criteria, there are limitations. Table 4 illustrates how the
benefits of using numer- ical discharge criteria are more numerous than the limitations. Using criteria
such as the Aldrete scoring system and the PADSS is supported by the Joint Commission for Ac-
creditation of Healthcare Organizations (JCAHO), the Canadian Anesthetists Society (CAS), and
OPANA.1,14,28 Using numerical scoring is also user-friendly and easily re- peated during the patient’s
stay to monitor
improvement. Tracking improvements in clin- ical status allows a patient-focused approach, and confirms
when the patient is ready to be transferred to the next phase of recovery.
Limitations exist that have important implica- tions for nursing with any discharge criteria. Although
scoring criteria are reliable tools, they do not replace the critical thinking or profes- sional judgment of the
nurse. For example, the patient may fit all discharge criteria, yet the surgeon indicates that the patient
must stay a minimum of four hours postoperatively be- cause of susceptibility to malignant hyperther-
mia.12 Another example of a limitation is the elderly postoperative patient who is frail, dia- betic, has
some renal insufficiency, and resides a long distance from a medical facility. In this case it is better to err
on the side of caution, and ensure the patient can tolerate oral fluids before discharge because the
preoperative health sta- tus indicates that this patient may not tolerate an extended period of
“nothing-by-mouth” sta- tus if unable to tolerate fluids at home. Long distances to accessing medical
assistance and age are relative factors that the critical-thinking nurse keeps in mind when using scoring
sys- tems to assess discharge readiness. Scoring sys- tems focus on discharge goals; however, such
systems can still fail patients if we blindly look at the scoring criteria.1
Other limitations to keep in mind are the occur- rence of postoperative complications requiring
re-admission to the hospital. The complication rate after ambulatory procedures remains low. Most
complications are transient, such as pain, sore throat, and nausea. Some complications can be managed
before discharge. The rates of unanticipated admissions after day surgical pro- cedures range between 0.3
to 1.4%.29,30 Dis- charge teaching is key to the patient and family understanding which situations will
warrant re- turn to the hospital or further medical assistance.
Calculating scores on the vital sign parameters of both the Aldrete scoring system and the
DISCHARGE CRITERIA: ALDRETE TO PADSS
265
PADSS can be an area of uncertainty. Although the patient’s vital signs may be within normal range for
age, the blood pressure should be compared with that of preoperative value to ensure the patient’s return
to homeostasis. However, if the preoperative value was abnor- mally elevated because of anxiety or pain,
ex- pecting the postoperative blood pressure to be within 20% of an elevated blood pressure may not be
appropriate. Again, an individualized pa- tient assessment by the nurse and consultation with the surgeon
or anesthesiologist, as needed, will confirm that the patient is suitable for dis- charge in such situations.
Discharge readiness does not assume street fitness.14 If the patient does not understand the activity
restrictions required as they continue Phase III recovery at home, there is risk for overexertion and
adverse reactions occurring. Again, it is recognized that scoring criteria are an important part of assess-
ing discharge readiness, but they must be used with approved discharge criteria, health teach- ing, and
follow-up telephone calls. Using dis- charge criteria as well as appropriate patient selection for
ambulatory surgery are key factors to ensure the patient’s ability to meet discharge criteria.28,29
Common Complications After Ambulatory Surgery
Ambulatory surgery is safe, with adverse events occurring at low rates, less than 2%.31 Cardio- vascular
events (such as hypotension, hyperten- sion, and dysrhythmias) occur most frequently, followed by
respiratory events (such as laryngo- spasm, bronchospasm, and oxygen desatura- tion).31 Cardiac or
respiratory comorbidities are strongly associated with such postoperative complications.5,28 Pain, PONV,
and minor se- quela such as sore throat and shivering, are other concerns that arise after surgery.5
Follow-up telephone calls to the patient’s home have an large role in ensuring safety throughout late
recovery5,28; concerns such as continued PONV, pain, and bleeding can be addressed. These phone calls
can also confirm the patient’s
However, understanding and compliance to the verbal
because the scoring criteria is only and
written discharge instructions provided.1,28
part of the discharge assessment, patients at
Follow-up phone calls can also be used in qual-
higher risk of complications such as dehydra- ity
assurance studies.
tion and urinary retention can be assessed on a case-by-case basis.6,14,22 Patients with such risks
Conclusion
would be instructed to return to the hospital if
The pillars of efficient, safe ambulatory surgery include appropriate patient selection and timely
discharge.12,14 Assessment of the patient with the aid of scoring criteria such as the
postoperative concerns continue at home. Fol- low-up phone calls are of particular importance for
high-risk patients to ensure patient-focused care.
Aldrete scoring system and the PADSS can
Once discharge protocols are established facilitate
safe transition of care throughout
and approved, it is mandatory that they are the three
phases of recovery. Chung, Chan,
consistently followed. By including dis- and Ong
demonstrated increased reliability
charge scoring criteria, such as those out- using
PADSS versus a criteria checklist.10
lined in this article, patients can continue to The
requirement to void and tolerate fluids
benefit from ambulatory surgery and home is no
longer considered part of standard
recovery with the comfort of their family’s
discharge criteria.1,4,6,9,14,20,24
supervision.
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