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World J Surg (2009) 33:1802–1808

DOI 10.1007/s00268-009-0131-2

A Change in Practice from Epidural to Intrathecal Morphine


Analgesia for Hepato-Pancreato-Biliary Surgery
Magdalena Sakowska Æ Elizabeth Docherty Æ
David Linscott Æ Saxon Connor

Published online: 23 June 2009


Ó Société Internationale de Chirurgie 2009

Abstract (P \ 0.05). The median (range) hospital stay was longer in


Background This study was designed to audit the change the TEA group compared with the ITM group (9 (3–36)
of anesthetic practice from thoracic epidural analgesia days vs. 7 (3–55) days, P \ 0.01).
(TEA) to intrathecal morphine (ITM) combined with Conclusions In a resource-limited setting, ITM, com-
patient-controlled analgesia (PCA) for hepato-pancreato- pared with TEA, is associated with a reduced incidence of
biliary (HPB) surgery. postoperative hypotension, reduced IVF requirements,
Methods All patients who underwent major HPB surgery shorter hospital stay, and lowers the incidence of respira-
and received TEA or ITM from March 2005 to March 2008 tory complication.
were identified. Patients who received PCA alone were
used for comparison. Data were retrospectively collected
and analyzed for success of TEA, perioperative intravenous Introduction
fluid (IVF) volume administered, hypotension, complica-
tions, and hospital stay. Evidence from meta-analyses has suggested that TEA pro-
Results During the study period, 51 (32%) patients vides superior pain relief to intravenous opioid analgesia for
received TEA, 79 (49%) received ITM plus PCA opiate, major abdominal surgery as well as reducing perioperative
and 31 (19%) received PCA alone. The incidence of mortality and morbidity [1–4]. The MASTER trial [5]
postoperative hypotension was significantly higher in those investigated these claims with a randomized, controlled,
who received TEA compared with those who received ITM design study, which showed no mortality advantage for TEA
(21/51 (41%) vs. 7/79 (9%), P \ 0.001). The median compared with patient-controlled analgesia (PCA) in high-
(range) perioperative IVF administration was higher in the risk patients after major abdominal surgery. However, it did
TEA group compared with the ITM group for both the first show a small benefit in the reduction of postoperative
24 h (6 (3–11) liters vs. 5 (3–11) liters, P \ 0.05) and in respiratory failure (23% vs. 30%, P = 0.02) and a reduction
total (15.5 (5–48.5) liters vs. 9 (3–70) liters, P \ 0.001). in visual analogue scores (VAS) in the TEA group. Thus,
Respiratory complications occurred in five (10%) of the uncertainty remains about the exact role of epidural anal-
TEA group compared with one (1%) in the ITM group gesia for patients who undergo major abdominal surgery.
As clinicians it is important to look for improvements in
perioperative outcomes that could accelerate recovery,
reduce morbidity, and shorten hospital stay [6]. Analgesia
and fluid management are key components of this post-
M. Sakowska (&)  S. Connor
Department of Surgery, Christchurch Hospital, operative care. TEA has been used widely for major
Private Bag 4710, Christchurch, New Zealand abdominal surgery; however, its use has been limited by
e-mail: magda.sakowska@cdhb.govt.nz the need for intensive monitoring with high rates of
medical and nursing intervention, the incidence of hypo-
E. Docherty  D. Linscott
Department of Anaesthesia, Christchurch Hospital, tension, incomplete analgesia, and high failure rates [7].
Christchurch, New Zealand Locally, additional factors discouraging TEA use included

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anecdotally higher epidural failure rates than that seen perioperative analgesia. For patients in whom there was
elsewhere [5, 7], the routine treatment of hypotension failure of TEA or contraindications to epidural catheter
predominantly with intravenous fluid challenges, and placement, standard intravenous opiate PCA was used
restriction on the use of vasopressors outside the intensive alone. After June 2006, ITM was introduced as first-choice
care unit, restricted levels of staffing of the acute pain perioperative analgesia. Patients who declined or had
service after hours, and occasionally delay in removal of contraindications to ITM received standard PCA alone.
the epidural catheter because of reduced staffing levels on The standard TEA prescription contained Ropivacaine
weekends. Intense and frequent monitoring also contributes 0.2% with Fentanyl 2 lg/ml; further changes to the rate of
to substantial sleep deprivation for some patients. The the infusion or bolus doses were given as clinically
potential for development of a coagulopathy after liver required by the acute pain team and were tailored to
resection increased concern about the risk of an epidural patient’s age and medical conditions. For the purpose of
hematoma at the time of epidural catheter removal [8]. the audit, the epidural was deemed to have failed if the
For these reasons, and consistent with a recent Aus- patient required intravenous opiates or the epidural catheter
tralasian trend [9], a decision to change to a single dose of was removed before the third postoperative day.
ITM with postoperative PCA was made for patients ITM was administered immediately preoperatively by
undergoing HPB surgery. lumbar puncture with a 26-g pencil point needle. Doses
ITM has been used for postoperative analgesia since (morphine ± fentanyl ± bupivacaine) were left to the
1979 [10]. Initially doses as high as 0.2 mg/kg were used. discretion of the individual anesthetist.
Side effects, including respiratory depression, were com- PCA prescriptions were made at the preference of
mon and resulted in cautionary reports [11, 12]. More individual anesthetists to optimize individual pain control
recently smaller doses have been used, commonly postoperatively. Because of concerns regarding respiratory
0.1–0.3 mg. These lower doses have been safely used and depression from the combination of ITM and PCA mor-
reported in multiple trials [13–17]. Locally, favorable phine, patients who received ITM had a limit of 5 mg of
experience with ITM for obstetric and orthopedic surgery morphine per hour, with a 10-min lockout for the first
preceded its use for general surgical patients. 18–24 h after surgery.
The quality of analgesia produced with ITM has been Because of the variability in type of drug administered
shown to be superior to PCA morphine alone whilst via PCA, a surrogate marker to total amount of analgesic
simultaneously reducing PCA morphine consumption received on PCA is the duration of the PCA. Doses of
[17–21]. ITM produces less sedation and a greater ability to intraoperative and postoperative intravenous opiates were
mobilize than equianalgesic systemic morphine [22]. The recorded. All patients received regular oral Paracetamol
quality of analgesia from ITM is no less than from con- (1 g 6 hourly), and other postoperative analgesic drugs
tinuous epidural analgesia [23]. Favorable comments have used also were recorded. Wound catheters were introduced
been made regarding the cost of ITM where it replaces in May 2007 as a local anesthetic adjunct.
epidural analgesia, but no formal cost analysis studies have All patients were given a similar general anesthetic
been completed [13, 16]. (endotracheal tube, intermittent positive pressure ventila-
This study was designed to audit the change in practice tion, volatile and relaxant) and no significant changes to the
from TEA to ITM, with a particular focus on the incidence preoperative or postoperative nursing and surgical tech-
of hypotension, postoperative intravenous fluid use, respi- niques were noted during the study period. For comparison,
ratory depression/complication, and length of inpatient patients who received PCA alone during the two study
hospitalization for patients who underwent HPB surgery. periods were compared to identify if any external factors
may have been responsible for any change in outcomes.
Surgical times were taken from induction of general
Methods anesthesia to arrival in the recovery room or the intensive
care unit (ICU).
From a prospective HPB database, all patients who Perioperative intravenous fluid use was recorded. The
underwent surgery from March 2005 to March 2008 were first 24-h intravenous fluid use was taken from the start of
identified. Data were then retrieved retrospectively. The the anesthetic, and total intravenous fluid use was calcu-
current study met the definition of an audit and quality lated for the remainder of the admission. Fluid volumes,
assurance-related activity as per New Zealand national including blood products, were rounded to the nearest
ethics committee guidelines, therefore, it did not require 500 ml. Total parenteral nutrition volumes, where used,
specific ethical committee review [24]. were excluded.
Before June 2006, patients who underwent HPB surgery Specific complications were defined as shown in
had an epidural catheter placed preoperatively to provide Table 1. The incidence of some complications, such as

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Table 1 Definitions used for specific complications Table 3 Summary doses of drugs used in patients receiving intra-
thecal morphine (ITM)
Complications Definition
ITM doses (n = 79) Median Range
Major surgical Anastomotic leak
complication Intra-abdominal fluid collection on Bupivacaine (mg) 1.5 0–15
computerized tomography Fentanyl (lg) 20 0–25
Bleeding requiring a return to theatre Morphine (lg) 200 20–200
Pancreatic fistula
Wound infection requiring antibiotics
had epidural analgesia, giving 51 (32%) patients in the
Respiratory Consolidation on chest X-ray
complication TEA group and 31 (19%) patients in the PCA alone group.
Clinically diagnosed lower respiratory tract
infection treated with antibiotics
Seventy-nine (49%) patients were treated with ITM. Ten
Respiratory Apneic episode
(6%) patients were excluded from the analysis: two
depression patients had undergone laparoscopy only, four had not
Reduced respiratory rate treated with Naloxone
received TEA, ITM, or PCA, and in four patients the notes
Hypotension Two recorded systolic blood pressures below
90 mmHg (not necessarily consecutive) could not be retrieved for review. Demographic and
intraoperative factors were comparable between the TEA
and ITM groups (Table 2). ITM drug doses are summa-
pruritus, postoperative nausea and vomiting, and paralytic rized in Table 3.
ileus, were not consistently recorded or difficult to measure In the TEA group, epidural duration was 3 (range, 0–6)
retrospectively and, therefore, were not included in the days with 19 (38%) patients experiencing epidural failure.
comparison. All patients were catheterized preoperatively Thirty patients (59%) required additional analgesia in the
so the incidence of urinary retention could not be form of postoperative PCA, including two patients whose
measured. epidural had failed. An additional two patients experienced
Patient data were analyzed on an intention-to-treat basis. failed placement of the epidural catheter preoperatively.
All values recorded are median (range) unless otherwise Five patients had inadequate epidural analgesia in recovery,
stated. Percentages are shown if the denominator is [50. requiring supplemental intravenous opiates. Five of the
Nominal variables were compared using v2 test or Fisher’s failed epidurals were not taken out until the third postop-
exact test as appropriate. Continuous variables were ana- erative day but needed to be supplemented with intravenous
lyzed by Mann-Whitney U test or Kruskal-Wallis. P value opiates. Failed epidural analgesia did not alter the length of
is considered significant if \0.05. stay (failed epidural: median hospital stay 10 (range, 5–28)
days compared with successful epidural: 9 (range, 4–36)
days; P = 0.69).
Results Postoperative PCA was used in all patients in the ITM
group for a median duration of 58 (range, 10–142) hours.
A total of 171 patients were identified from the HPB This was not different than the median PCA duration of
database. Before the introduction of ITM in June 2006, 16 57 (range, 16–204) hours in the TEA group or the 72.5
patients had contraindications to TEA and received PCA (range, 23–254) hours during which PCA was used alone
alone. After June 2006, 15 had PCA alone and 7 patients (P = 0.14).

Table 2 Summary of the


Variable TEA ITM PCA
demographic and intraoperative
parameters in the thoracic n (%) 51 (32) 79 (49) 31 (19)
epidural analgesia (TEA),
intrathecal morphine (ITM), and Age (yr) 63 (34–83) 61 (20–81) 60 (25–86)
patient-controlled analgesia Gender: male 26 (51) 45 (57) 16
(PCA) alone groups Weight (kg) 74 (45–122) 76 (48–124) 83 (36–145)
Procedure
Pancreaticoduodenectomy 19 (37) 18 (23) 5
Hepatectomy 15 (29) 29 (37) 9
Data are shown as median Other 17 (33) 29 (37) 17
(range) or number (%) ASA score 1–2 33 (65) 62 (78) 15*
P = not significant for all Operation time (min) 275 (95–680) 240 (70–540) 195 (55–495)
variables except where
Blood loss (ml) 350 (15–4000) 300 (50–2000) 125 (50–300)*
indicated by * where P \ 0.05

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Table 4 Summary of additional analgesia used for patients receiving thoracic epidural analgesia (TEA), intrathecal morphine (ITM), or patient-
controlled analgesia (PCA) alone
Additional analgesia TEA (n = 51) ITM (n = 79) PCA (n = 31) P value

Opiates/opiate derivatives
Morphine/fentanyl 4 (2) 13 (16) 5 0.34
Codeine 1 (0.5) 6 (5) 1 0.31
Tramadol 1 (0.5) 4 (3) 1 0.65
NSAIDs 1 (0.5) 33 (42) 4 \0.001
Clonidine 1 (0.5) 8 (10) 8 0.003
Ketamine 0 1 (1) 2 0.10
Other 1 (0.5) 2 (3) 4 0.03
Nonsteroidal anti-inflammatories (NSAIDs) included Diclofenac or Ibuprofen. Note that for some patients, more than one type of additional
analgesic agents may have been used
Data are shown as number (%)

Additional analgesia in the form of oral nonsteroidal Table 5 Summary of major complications for the thoracic epidural
anti-inflammatories, oral opiates or opiate derivatives, analgesia (ITM) and intrathecal morphine (ITM) groups
intravenous opiates, or sedatives in ICU were used on a
Variable TEA ITM P value
regular or as-required basis in 8 of 51 (16%) patients in the (n = 51) (n = 79)
TEA group and 54 of 79 (68%) in the ITM group
(P \ 0.001; Table 4). A continuous morphine infusion was Surgical 15 (29) 24 (30) 0.90
used in two patients (1 in the ITM and 1 in the PCA group); Post-operative bleeding 0 4 (5) 0.10
both of these patients had undergone a palliative double Anastomotic leak 4/30 5/42 0.74
bypass. Wound catheters were used in 1 (2%) patient in the Abdominal collection 5 (10) 2 (3) 0.07
TEA group and 43 (54%) patients in the ITM group Pancreatic fistula 3/26 1/27 0.31
(P \ 0.001). Comparing those patients who received PCA Wound infection 3 (6) 3 (4) 0.58
alone before and after the introduction of ITM, more Other 6 (12) 11 (14) 0.58
patients had wound catheters after June 2006 (before Nonsurgical
change 4/16 vs. after change 12/15, P \ 0.01); however, Respiratory depression 0 3 (4) 0.16
oral analgesic administration postoperatively was unchan- Respiratory complication 5 (10) 1 (1) 0.02
ged (before change 7/16 vs. after change 11/15, P = 0.09). Postoperative 21 (41) 7 (9) \0.001
The incidence of postoperative hypotension was signif- hypotension
icantly higher in the TEA group (21/51 (41%) vs. 7/79 Death 2 (4) 2 (3) 0.65
(9%); P \ 0.001). A median of 6 (range, 3–11) liters of Note that some patients may have had more than one complication
intravenous fluid was given during the first 24 h to those Data are shown as number (%) or n/number of procedures where the
patients who received TEA compared with 5 (range, 3–11) complication is a recognized risk
liters for those who received ITM (P \ 0.05). The median
total intravenous fluid used in the TEA group was 15.5 There were five inpatient deaths: two in the TEA, one in
(range, 5–48.5) liters compared with 9 (range, 3–70) liters the PCA, and two in the ITM group (Table 5). In the TEA
for those who received ITM (P \ 0.001). Comparing group, the first was due to multiorgan failure after pul-
patients who received PCA alone before and after the monary aspiration after pancreaticoduodenectomy with
introduction of ITM, there was no significant difference in vascular reconstruction and the second due to postoperative
median total intravenous fluid administration (before pneumonia (respiratory complication). The death in the
change 11 (range, 5.5–50) liters vs. after change 11 (range, PCA group was the result of advanced malignancy. In the
4–65) liters; P = 0.74). ITM group, one death was due to hepatic failure after
Three patients in the ITM group had an episode of hepatectomy and the second patient died on the day or
opioid-induced respiratory depression, requiring treatment surgery after an intraoperative myocardial infarction and
with Naloxone and intensive monitoring (Table 5). These subsequent multiorgan failure. Table 5 shows a summary
events occurred on the surgical ward, less than 24 h after of all complications.
surgery. The patients had received large doses of intrave- There were no respiratory complications in the PCA
nous opiates in recovery (10–15 mg of morphine), in group. Comparing those patients who received PCA alone
addition to intraoperative systemic opiate. before and after the introduction of ITM, there was no

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of ITM compared with epidural. The reduction of hospital


stay in the ITM group is unlikely to be solely related to
continually changing hospital practice given that those
patients who received PCA alone showed no difference in
median hospital stay before and after the introduction of
ITM. It is likely that the reduction in hospital stay for the
ITM group is multifactorial and includes factors, such as
quality of analgesia, reduced postoperative intravenous
fluid, and absence of epidural motor block allowing for
early mobilization. It is interesting to note that although the
reduced hospital stay was seen with both hepatectomies
and other types of HPB surgery, it was not seen with
pancreaticoduodenectomy. This is not surprising given the
rate limiting step for patients after pancreaticoduodenec-
tomy is the presence or absence of complications as
Fig. 1 Hospital stay as subgrouped by surgical procedure; roof-top opposed to analgesic requirements.
incisions only were included comparing thoracic epidural analgesia Postoperative hypotension was significantly more com-
(TEA) with intrathecal morphine (ITM). Box plots are median (values mon in the TEA group as was the use of intravenous fluids
are indicated in black), interquartile range, and 90% confidence during both the first 24 h postoperatively and in total.
interval
Postoperative hypotension after epidural has been previ-
significant difference in surgical complications (before ously well documented [5, 7]. Respiratory complications
change 3/15 vs. after change 5/16, P = 0.47). were more common in the TEA group compared with the
Patients who received TEA had a median hospital stay ITM group. Meta-analysis has shown that opioid TEA
of 9 (range, 3–36) days, which was longer than for patients compared with systemic opioid can decrease the incidence
receiving ITM who had a median stay of 7 (range, 3–55) of pulmonary morbidity [2]. Thus ITM proves a favorable
days (P \ 0.01). Subgroup analysis by operation type choice in minimizing respiratory complications as well as
(pancreaticoduodenectomy, hepatectomy, other) versus postoperative hypotension and intravenous fluid use.
hospital stay showed a shorter admission for all patients Conversely, respiratory depression continues to remain a
except those who underwent a pancreaticoduodenectomy risk with ITM use. ITM has been associated with respira-
(Fig. 1). tory depression and sedation particularly when combined
Comparing patients who received PCA alone before and with high doses of intravenous opiates [23]. Although
after the introduction of ITM, there was no significant respiratory depression was more common in the ITM
difference in the length of hospital stay between these two group, this result did not attain statistical significance. This
PCA alone groups (before change 7 (range, 4–27) days vs. may be due to the additional administration of regular
after change 8 (range, 3–56) days (P = 0.65). nonopiate systemic analgesia in combination with the use
of wound catheters (their use increased after the introduc-
tion of ITM as shown for the PCA alone group). Others
Discussion have found that wound perfusion with local anesthetic had
no beneficial effect on the postoperative respiratory func-
The current retrospective study has shown that ITM for tion [30]. However, wound catheters have recently been
major HPB surgery is associated with a lower incidence of shown to be a safe and efficient method for reducing VAS
postoperative hypotension, reduced perioperative intrave- for pain and opioid requirements during the early postop-
nous fluid requirement, and shorter hospital stay compared erative period as well as reducing the duration of ileus and
with TEA. These findings have important resource impli- length of hospital stay, resulting in earlier ambulation for
cations for surgical services. patients undergoing colorectal surgery [30–32]. Adminis-
Increasingly, the trend to reduce the length of hospital tration of regular nonopiate systemic analgesia, such as oral
stay with fast-track or enhanced recovery surgery is being NSAIDs, Clonidine, and others, was more common in the
introduced for major abdominal surgery [6]. Several trials ITM group compared with the TEA group (Table 4). It is
that compare fast-track protocols have shown a median possible that the addition of these adjunct analgesics to the
hospital stay for patients across a wide range of operation TEA group might have resulted in improved analgesia and
types to be in the region of 3–4 days [25–29]. The current less epidural-related side effects.
study demonstrated a reduction in median hospital stay of Because of the retrospective nature of this study, the
3.5 days for patients after major hepatic resection with use quality of pain relief could not be objectively assessed,

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