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From Aldrete to PADSS:

Reviewing Discharge Criteria After


Ambulatory Surgery
Heather Ead, BScN, RN

Nurses working in perianesthesia care areas use discharge scoring


criteria to complete patient assessments and ensure patient readiness
for discharge or transfer to the next phase of recovery. However, all
discharge criteria have both advantages and disadvantages. Com-
parative studies on the reliability of the different discharge criteria in
use are extremely limited. As the acuity of our aging population
increases, as well as the number of annual surgeries performed on an
outpatient basis, it is most timely to ensure that we are following
evidence-based discharge criteria.
© 2006 by American Society of PeriAnesthesia Nurses.

ALMOST A CENTURY has passed since the vomiting (PONV)—as well as preemptive, mul-
surgeon Dr James Nicoll endorsed the benefits timodal analgesia—patients recover faster.6
of sending patients home to recuperate on the These patients can return home to continue
same day of the operative procedure.1 Dr Ralph with late, phase-three recovery in the comfort
Waters, an anesthesiologist during this same of their own homes.3,7,8
time period, also supported this practice.2 Dr
Waters indicated that, by following certain am- Also facilitating efficient and safe discharge are
bulatory procedures, the patient could return clear and concise discharge criteria. The Aldrete
home a few hours postoperatively to recover.1,2 scoring system and the Post Anesthetic Dis-
Today, patients continue to benefit from having charge Scoring System (PADSS) have received
procedures done on an ambulatory basis. The widespread acceptance in assessing postanes-
annual number of ambulatory surgeries per- thetic recovery.1,9 The Aldrete scoring system
formed continues to grow, and growth in am- originated in 1970 by Dr J. A. Aldrete; the
bulatory surgery is projected to continue. Fifty PADSS originated in 1991 by Dr Frances Chung
to 70% of all surgeries are performed on an (Table 1).
outpatient basis,3 and it is anticipated that in a
few years as much as 85% of surgeries will be As the popularity of ambulatory surgery grows,
performed on an outpatient basis.4 appropriate discharge criteria must be followed
to ensure patient-centered care. With the acuity
Many advantages are associated with ambula-
tory surgery. Reduced health care–acquired in-
Heather Ead, BScN, RN, is a Clinical Educator, PACU and
fections, hospital costs, and waits for bed avail- Day Surgery, Trillium Health Centre, Mississauga, Ontario.
ability, as well as improved patient comfort are Address correspondence to Heather Ead, BScN, RN, 3735
a few of the reported advantages of ambulatory Densbury Drive, Mississauga ON L5N 6Z2, Canada; e-mail
surgery.5 Due to faster-acting anesthetic agents address: head@thc.on.ca.
© 2006 by American Society of PeriAnesthesia Nurses.
such as remifentanil and sevoflurane, improved 1089-9472/06/2104-0005$35.00/0
options in treating postoperative nausea and doi:10.1016/j.jopan.2006.05.006

Journal of PeriAnesthesia Nursing, Vol 21, No 4 (August), 2006: pp 259-267 259


260 HEATHER EAD

Table 1. Discharge Scoring Systems

The Aldrete Scoring Systemⴱ The Post Anesthetic Discharge Scoring System (PADSS)†

Respiration Vital signs


Able to take deep breath and cough ⫽ 2 BP & pulse within 20% preop ⫽ 2
Dyspnea/shallow breathing ⫽ 1 BP & pulse within 20–40% preop ⫽ 1
Apnea ⫽ 0 BP & pulse within ⬎40% preop ⫽ 0
O2 saturation Activity
Maintains ⬎92% on room air ⫽ 2 Steady gait, no dizziness or meets preop level ⫽ 2
Needs O2 inhalation to maintain O2 Requires assistance ⫽ 1
saturation ⬎90% ⫽ 1 Unable to ambulate ⫽ 0
O2 saturation ⬎90% even with supplemental Nausea & vomiting
oxygen ⫽ 0 Minimal/treated with p.o. medication ⫽ 2
Consciousness Moderate/treated with parenteral medication ⫽ 1
Fully awake ⫽ 2 Severe/continues despite treatment ⫽ 0
Arousable on calling ⫽ 1 Pain
Not responding ⫽ 0 Controlled with oral analgesics and acceptable to patient:
Circulation Yes ⫽ 2
BP ⫾ 20 mm Hg preop ⫽ 2 No ⫽ 1
BP ⫾ 20–50 mm Hg preop ⫽ 1 Surgical bleeding
BP ⫾ 50 mm Hg preop ⫽ 0 Minimal/no dressing changes ⫽ 2
Activity Moderate/up to two dressing changes required ⫽ 1
Able to move 4 extremities ⫽ 2 Severe/more than three dressing changes required ⫽ 0
Able to move 2 extremities ⫽ 1
Able to move 0 extremities ⫽ 0

ⴱInformation obtained from references 1,9,10,13-16,22-24,29


.
1,9,10,13,14,16,19,22-24,29
†Information obtained from references .

of outpatient surgery increasing, the aging pop- tory care areas, ambulatory surgery centers
ulation, and expansion of inclusion criteria for (ASCs), endoscopy, dental offices, and plastic
day surgery, it becomes even more significant surgeons’ offices. Reviewing the history of post-
to have clear, evidence-based discharge criteria anesthesia scoring systems identifies the im-
in clinical use.10-12 The following article dis- provements that have been made over the
cusses the history leading up to current dis- years, as well as reinforces the value of abiding
charge criteria, the modifications made to en- by discharge criteria to maintain high standards
sure continued practicality and accuracy, the of care.
benefits and limitations with discharge criteria,
and the resulting implications to the perianes- The Aldrete scoring system, a modification of
thesia nurse. the Apgar scoring system used to assess new-
borns, has been used in many PACUs since its
The History of Aldrete Scoring
introduction 35 years ago.13 This system is de-
and PADSS
signed to assess the patient’s transition from
How was today’s current discharge criteria de- Phase I recovery to Phase II recovery, from
termined? Reviewing the history of discharge discontinuation of anesthesia until a return of
criteria, postambulatory surgery is of interest to protective reflexes and motor function.14 At
nurses involved in perianesthesia care. This in- most institutions, Phase I recovery occurs in the
cludes nurses in PACUs, day surgery/ambula- PACU. Once Phase I recovery is completed,
DISCHARGE CRITERIA: ALDRETE TO PADSS 261

homeostasis has been regained. To assess the peg board tests, and a Maddox wing test, which
patient’s transition from Phase II to Phase III involves a device to test extraocular balance.9
recovery, the PADSS is used.10 Phase II recovery These psychomotor tests have limited value in
is judged to be complete when the patient is assessing discharge readiness, but can be useful
ready for discharge home. Phase III recovery tools in conducting research.6,17
continues at home under the supervision of a
responsible adult and continues until the pa- The R.E.A.C.T. assessment tool is another scor-
tient returns to preoperative psychologic and ing system that was developed in Chicago in the
physical function.14 early 1980s. This acronym includes the param-
eters of:
Both the Aldrete system and PADSS evaluate
Respiration,
five key parameters to ensure safe transfer or
Energy,
discharge of the patient postoperatively. Pa-
Alertness,
tients achieving a total score of 9 or 10 are
Circulation, and
considered fit for transfer or discharge to the
Temperature18
next phase of recovery. The individual institu-
tion indicates if such scores are necessary for Several limitations have been observed with the
transfer or discharge, or if a score of 8 is accept- R.E.A.C.T. assessment tool. Its creators ac-
able (Table 1). knowledge that it is not appropriate for moni-
toring acute changes such as the onset of oxy-
The original Aldrete scoring system of 1970 gen desaturation, dysrhythmias, or bleeding.18
used color as an indicator of oxygenation by This tool is recommended for use after such
assessing the color of the patient’s mucous problems have been resolved. This is a se-
membranes and nail beds. With the advent of rious limitation because cardiac and respi-
oximetry, the Aldrete scoring system was up- ratory complications occur more frequently
dated in 1995 to include this technological im- in the PACU than in ambulatory care ar-
provement.15 Although monitoring the patient’s eas.12,19 The R.E.A.C.T. scoring tool also
mucous membranes and nail beds is still in- lacks a parameter to score oxygenation, a
cluded in the nurse’s assessment, oximetry is parameter included in the Aldrete scoring
a more reliable indicator of oxygenation.1 system.

Before the clear objective, numerical scoring of Before numerical scoring criteria, clinical crite-
the Aldrete and PADSS, a number of psychomo- ria checklists were used to assess patient dis-
tor tests were used to assess discharge readiness charge readiness. Although these checklists are
postanesthesia.9 In the late 1960s, a modified used today in conjunction with the Aldrete and
Gestalt test (the Trieger dot test) was proposed PADSS scoring systems, their use alone does
to measure recovery. Patients demonstrated re- not permit quantification of discharge readi-
covery by connecting a series of dots on paper ness. The checklists also do not facilitate
to form a pattern. The more dots the patient follow-up quality assurance audits.4 Stan-
missed, the lower their recovery score.9 Not dard discharge criteria are listed in Table 2.
only was this test tedious in nature; it did not
account for the presence of dizziness, hypoten- Although standard discharge criteria are useful
sion, pain, bleeding, nausea, vomiting, and to assess discharge readiness, the criteria is
other parameters included in current discharge broad without specifications as to vital sign
scoring systems. ranges or expected pain levels. Therefore, such
guidelines should be used along with the PADSS
Other psychomotor tests that have been used to ensure the patient is safe for discharge to
are reaction time tests, driving simulator tests, Phase III recovery.14
262 HEATHER EAD

Table 2. Clinical Discharge Criteriaⴱ anesthesia. Both neuroaxial and general anes-
thesia can interfere with the detrusor muscle
● Stable vital signs for at least one hour
function and predispose the patient to urinary
● Alert and oriented to time, place, and person
retention.21 If the bladder becomes distended
● No excessive pain, bleeding, or nausea
● Ability to dress and walk with assistance
while anesthesia is blocking the contraction
● Discharged home with a vested adult who will remain ability of the detrusor muscles, voiding function
with the patient overnight can be impaired.22 The mechanism of urinary
● Written and verbal instructions outlining diet, complications is related to anesthetic agents
activity, medications, and follow-up appointments blocking parasympathetic fibers in the sacral
provided region of the spine, which control the muscles
● A contact person and circumstances that warrant of micturition.23 Gupta and others found that as
seeking the assistance of a health care professional many as 17.5% of patients had postspinal uri-
clearly outlined nary retention.21 Kang and others found that
● Voiding before discharge not mandatory, unless urinary complications occur in less than 1% of
specifically noted by physician (ie, urological
spinal anesthetics.23 Urinary retention may
procedure, rectal surgery, history of urinary
occur with elderly men, whereas urinary
retention)
● Tolerating oral fluids not mandatory, unless
incontinence can occur with female pa-
specified by physician (ie, patient is diabetic, frail, tients. Even with the low occurrence of
and/or elderly; not able to tolerate an extended urinary complications, these problems usu-
period of NPO status) ally subside in the PACU, and intermittent
urinary catheterization is rarely needed.23
Abbreviation: NPO, nothing by mouth.
The choice of opioid used with spinal anes-
ⴱData from references 1,2,10,14.
thesia is a factor in postoperative urinary re-
Drinking and Voiding Before tention. Hydrophilic opioids, such as mor-
Home Discharge phine, may cause urinary retention, whereas
lipophilic opioids, such as fentanyl are less
Requiring all patients to void and tolerate likely to cause this side effect.20
oral fluids is no longer supported and has
been shown to lead to unnecessary patient
A suggested practice is for the patient to remain
delays.1,4,9,14,20,22 A patient who has not
in the ambulatory care area for another hour if
voided postoperatively, has no urge to do,
the patient is at risk of urinary retention and has
has no bladder distention, or is not at high
more than 400 mL of urine in the bladder
risk of urinary retention may be discharged
(determined by an ultrasonic bladder scanner),
home if given clear guidelines on when to
or if bladder distention is present. If after one
seek medical assistance. Patients who are at
hour the patient still has not voided, an inter-
high risk of urinary retention are those who
mittent catheterization can be done.22 If the
have undergone a procedure involving the
patient is not at increased risk of urinary reten-
pelvic or genitourinary system, rectal or
tion, discharge should not be delayed if postop-
urological procedures, hernia repairs, had
erative voiding does not occur in the hospital.
urinary catheterization perioperatively,
Such patients are given clear discharge instruc-
have a history of urinary retention, or re-
tions on when to seek medical assistance, eg, if
ceived neuroaxial anesthesia.1,9,14,20,21 This
they are not able to void at home eight hours
group of patients has a higher risk of urinary
after discharge.14
retention and are generally required to void
before discharge.22
Patients are no longer required to drink fluids
Current literature remains inconsistent regard- before discharge home. Current recommenda-
ing the requirement to void after postneuroaxial tions are that postoperative hydration status is
DISCHARGE CRITERIA: ALDRETE TO PADSS 263

assessed and managed in the PACU.6 Current Table 3. Criteria for Fast-Tracking After
practice guidelines set out by the American Ambulatory Anesthesiaⴱ
Society of Anesthesiologists Task Force on Post-
Level of Consciousness:
Anesthetic Care recommend that drinking clear
Awake and oriented 2
fluids should not be a part of a discharge pro- Arousable with minimal stimulation 1
tocol, but may only be necessary for selected Responsive only to tactile stimulation 0
patients, such as diabetics.6 Not abiding by such Physical Activity:
recommendations will unnecessarily delay dis- Able to move all extremities on command 2
charges, reduce patient satisfaction, and in- Some weakness in movement of extremities 1
crease the incidence of nausea and vomiting Unable to voluntarily move extremities 0
when patients are encouraged to drink to be Hemodynamic Stability:
discharged.1,4,9,14,16 Although the initial PADSS BP ⫾ 15% of baseline 2
of 1991 did include voiding and drinking in the BP ⫾ 30% of baseline 1
discharge criteria, the revised PADSS of 1993 BP ⫾ 50% of baseline 0
Oxygen Saturation:
removed these criteria to avoid unnecessary
Maintains value ⬎90% on room air 2
delays and support patient-focused care.24
Requires supplemental oxygen to maintain
oxygen saturation ⬎90% 1
Clinical practice and some clinical studies sup- Saturation ⬍90% with supplemental oxygen 0
port using the Aldrete scoring criteria to ensure Pain:
discharge readiness from Phase I recovery, and None/mild discomfort 2
PADSS to ensure discharge readiness from Moderate to severe, controlled with IV analgesics 1
Phase II recovery.4,9,14,15,19,24 Institutions Persistent to severe 0
should also have clear guidelines on dis- Emetic Symptoms:
charge criteria, and requirement for all pa- None/mild nausea with no active vomiting 2
tients to void or tolerate oral fluids should Transient vomiting controlled with IV
not be part of such a protocol.1,4,6,9,14,22,24 antiemetics 1
Persistent moderate to severe nausea & vomiting 0
Fast-Tracking/Bypassing the PACU Abbreviation: IV, intravenous.
ⴱData from references 2,3,7,14,25,26.
The practice of fast-tracking patients to the am-
bulatory care area— bypassing the PACU— has
been practiced in some institutions since the niques and short-duration anesthetics, there
late 1990s.25 With fast-tracking, patients must is inconsistent support in the literature sup-
meet discharge criteria to illustrate comple- porting its use.14,28 Not all patients are ap-
tion of Phase I recovery before transfer propriate for fast-tracking. In one study,
from the operating room to the ambulatory only 31% of patients were eligible for fast-
care area.26,27 The fast-tracking criteria sug- tracking.14 Thus, a large number of patients
gested by White26 appear to be a union of the still required traditional postanesthesia care
Aldrete scoring system and the PADSS. To in the PACU. The PACU needs to be staffed
meet fast-tracking criteria, the patient must appropriately to receive patients who are
score a minimum of 12 (maximum score is not eligible for fast-tracking; therefore cost
14), with no score ⬍1 in any parameter.26 As savings by reducing staffing in the PACU
mentioned previously, this scoring criterion could not be guaranteed.27 The Ontario
may vary slightly according to the facilities’ Perianesthesia Nurses Association (OPANA)
individual protocols (Table 3). Practice Standards indicate there is cur-
rently very little data addressing patient out-
Although fast-tracking is possible due to comes related to fast-tracking.28 Another
factors such as minimally invasive tech- concern regarding fast-tracking is that there
264 HEATHER EAD

Table 4. Advantages and Limitations of Discharge Scoring Criteria

Advantages of Discharge Scoring Criteriaⴱ Limitations of Discharge Scoring Criteria†

1. A well designed clinical scoring system provides a 1. A definitive tool that is sensitive to the patient,
reliable guide for nursing assessment. surgical procedure, and anesthetic technique has
2. Using scoring criteria follows standards set out by the yet to be finalized.
JCAHO and OPANA. 2. Scoring systems do not include criteria for specific
3. The reliability of scoring criteria is superior to clinical requirements, eg, a required increased length of
discharge criteria. stay if M.H. susceptible, patient at high risk of
4. Scoring systems are efficient and user friendly for urinary retention has not voided. In these cases,
varying age groups. additional guidelines need to be established and
5. Individualized scoring promotes patient-focused care. followed.
6. Scoring criteria (Aldrete and PADSS) are widespread 3. The postoperative vital sign parameter may be
in acceptance, providing consistency among health care inaccurate if preoperative values were abnormally
providers. high for the patient. (eg, elevated blood pressure
7. Unnecessary delays related to lack of voiding or fluid preoperatively, related to anxiety).
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.

Abbreviations: JCAHO, Joint Commission on Accreditation of Health Care Organizations; OPANA, Ontario Perian-
esthesia Nurses Association; CAS, Canadian Anesthetists Society; MH, malignant hyperthermia.
ⴱInformation obtained from references 1,4,5,9-11,13-16,19,22-24,28.
†Information obtained from references 1,2,14,29.

is no one agreed-upon practice guideline or There are many benefits for both the patient
definition of the factors involved in fast- and nurse in consistently using evidenced-based
tracking.28 Further clinical studies are re- discharge scoring criteria. However, with all
quired for its validation and benefits.9 It is discharge criteria, there are limitations. Table 4
clear that there is a need for caution in illustrates how the benefits of using numer-
implementing fast-tracking, and that a learn- ical discharge criteria are more numerous
ing curve exists with this practice. than the limitations. Using criteria such as
the Aldrete scoring system and the PADSS is
Advantages and Limitations supported by the Joint Commission for Ac-
of Discharge Scoring Criteria creditation of Healthcare Organizations
Although working in the perianesthesia area is (JCAHO), the Canadian Anesthetists Society
often demanding and hectic, it is important to (CAS), and OPANA.1,14,28 Using numerical
regularly review current processes to ensure scoring is also user-friendly and easily re-
that up-to-date standards of care are in place. peated during the patient’s stay to monitor
DISCHARGE CRITERIA: ALDRETE TO PADSS 265

improvement. Tracking improvements in clin- PADSS can be an area of uncertainty. Although


ical status allows a patient-focused approach, the patient’s vital signs may be within normal
and confirms when the patient is ready to be range for age, the blood pressure should be
transferred to the next phase of recovery. compared with that of preoperative value to
ensure the patient’s return to homeostasis.
Limitations exist that have important implica- However, if the preoperative value was abnor-
tions for nursing with any discharge criteria. mally elevated because of anxiety or pain, ex-
Although scoring criteria are reliable tools, they pecting the postoperative blood pressure to be
do not replace the critical thinking or profes- within 20% of an elevated blood pressure may
sional judgment of the nurse. For example, the not be appropriate. Again, an individualized pa-
patient may fit all discharge criteria, yet the tient assessment by the nurse and consultation
surgeon indicates that the patient must stay a with the surgeon or anesthesiologist, as needed,
minimum of four hours postoperatively be- will confirm that the patient is suitable for dis-
cause of susceptibility to malignant hyperther- charge in such situations. Discharge readiness
mia.12 Another example of a limitation is the does not assume street fitness.14 If the patient
elderly postoperative patient who is frail, dia- does not understand the activity restrictions
betic, has some renal insufficiency, and resides required as they continue Phase III recovery at
a long distance from a medical facility. In this home, there is risk for overexertion and adverse
case it is better to err on the side of caution, and reactions occurring. Again, it is recognized that
ensure the patient can tolerate oral fluids before scoring criteria are an important part of assess-
discharge because the preoperative health sta- ing discharge readiness, but they must be used
tus indicates that this patient may not tolerate with approved discharge criteria, health teach-
an extended period of “nothing-by-mouth” sta- ing, and follow-up telephone calls. Using dis-
tus if unable to tolerate fluids at home. Long charge criteria as well as appropriate patient
distances to accessing medical assistance and selection for ambulatory surgery are key factors
age are relative factors that the critical-thinking to ensure the patient’s ability to meet discharge
nurse keeps in mind when using scoring sys- criteria.28,29
tems to assess discharge readiness. Scoring sys-
tems focus on discharge goals; however, such Common Complications After
systems can still fail patients if we blindly look at Ambulatory Surgery
the scoring criteria.1 Ambulatory surgery is safe, with adverse events
occurring at low rates, less than 2%.31 Cardio-
Other limitations to keep in mind are the occur- vascular events (such as hypotension, hyperten-
rence of postoperative complications requiring sion, and dysrhythmias) occur most frequently,
re-admission to the hospital. The complication followed by respiratory events (such as laryngo-
rate after ambulatory procedures remains low. spasm, bronchospasm, and oxygen desatura-
Most complications are transient, such as pain, tion).31 Cardiac or respiratory comorbidities are
sore throat, and nausea. Some complications strongly associated with such postoperative
can be managed before discharge. The rates of complications.5,28 Pain, PONV, and minor se-
unanticipated admissions after day surgical pro- quela such as sore throat and shivering, are
cedures range between 0.3 to 1.4%.29,30 Dis- other concerns that arise after surgery.5
charge teaching is key to the patient and family
understanding which situations will warrant re- Follow-up telephone calls to the patient’s home
turn to the hospital or further medical assistance. have an large role in ensuring safety throughout
late recovery5,28; concerns such as continued
Calculating scores on the vital sign parameters PONV, pain, and bleeding can be addressed.
of both the Aldrete scoring system and the These phone calls can also confirm the patient’s
266 HEATHER EAD

understanding and compliance to the verbal However, 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
postoperative concerns continue at home. Fol-
The pillars of efficient, safe ambulatory surgery low-up phone calls are of particular importance
include appropriate patient selection and timely for high-risk patients to ensure patient-focused
discharge.12,14 Assessment of the patient care.
with the aid of scoring criteria such as the
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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or increase the phase one postanesthesia care unit bypass rate tients. Can J Anesth. 1999;99:309-321.

ASPAN 2008 National Conference

CALL FOR PROPOSALS


Proposals are now being accepted for presentations at the
ASPAN National Conference
May 4 – 8, 2008 Dallas, Texas
Lecture topics will be selected for the following categories:
Clinical Research Education
Geriatrics Pediatrics Preoperative Assessment
Leadership/Management Legal/Ethical Alternative/Integrative Therapies

To obtain a proposal packet,


please contact Carol Hyman at the ASPAN National Office:
877-737-9696 ext. 19 or chyman@aspan.org

Proposals must be postmarked by May 15, 2007.

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