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ENST06-0905: Positioning: Patient Safety Initiative

Author: Terri Goodman, RN, PhD
1.2 contact hours


OBJECTIVES
1. Discuss the adverse outcomes of positioning
2. Identify risk factors that place patients in jeopardy of developing tissue damage during positioning
3. Compare the three most common materials used in positioning devices
4. Identify the essential components of a patient safety initiative.


Since the Institute of Medicine's 1999 publication, "To Err Is Human," focused the public's attention on medical errors, patient safety has become a major focus in all healthcare environments. In surgery, positioning is one of the major safety challenges. Every patient is positioned for surgery, and each one is at risk for complications related to positioning.

Research in long-term care, critical care and rehab during the last five to 10 years has identified a surgical experience as a common factor among patients with pressure ulcers. For many reasons, surgical personnel have been unaware of the number of adverse outcomes of positioning, and that tissue damage related to surgical positioning is more prevalent than previously realized. Tissue damage often goes unrecognized for hours to days following the surgical procedure, and the connection to positioning during surgery may not be explored or communicated. Lesions discovered postoperatively are frequently unexplained as to cause. Usually, a serious effort to find the cause does not begin until a suit is initiated ... and the real evidence and witnesses are no longer available. Until recently, adverse outcomes of positioning have been documented much more frequently in the legal literature than in medical journals.
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With the awareness that positioning is a key safety issue comes the need to identify a method to facilitate positive outcomes. Recent studies of safety issues (e.g., medication errors) have underscored the need to focus on processes, not individuals. With a process in place that minimizes the opportunity for errors to be made, there is less chance that individuals will err. Emphasis today is on the development of a safety culture in which identification of safety needs leads to improvement in practice, not punishment.

Adverse outcomes of positioning include nerve damage and trauma to skin and underlying tissue. Nerves can be damaged through compression or stretching. Nerve damage can be prevented with good anatomical alignment, avoiding hyperextension of extremities, and by padding to avoid compression. It is more difficult to protect patients from damage to skin and underlying tissues caused by pressure and shear forces. Tissue damage most frequently occurs over a bony prominence that is supporting the patient's weight. Pressure on the tissues over the bony area compresses blood vessels, diminishing the flow of oxygen and nutrients to the area, ultimately resulting in cell death.

Normal capillary pressure is 32mmHG 2. In Landis' studies, capillaries remained patent under pressures up to 32 mmHg; pressures greater than 32 mmHg collapsed the vessels. Although capillary pressure differs among individuals, and among vessels in the same individual, our goal is to maintain pressures less than 32 mmHg on tissue over bony prominences during surgery.

In addition to pressure, shear forces cause significant tissue damage. Shear occurs when tissue is pulled or pushed in two directions at once. When the patient lies on the OR table, the bone pushes against the tissue in one direction, and the patient's weight forces the tissue around the bone in the other direction. (See Figure 1)

Figure 1. Tissue fibers are stretched, torn and compressed. Friction, the rubbing of two surfaces against one another, also promotes tissue damage.

Pressure ulcers vary from superficial (or Stage I), a defined reddened area of intact skin that does not blanch when pressure is applied, to full-thickness skill loss with extensive underlying tissue necrosis including muscle and bone (Stage IV or Deep Tissue Injury). The first sign of increasing pressure is hyperemia, or redness and warmth of the skin due to relaxing of arterioles or obstruction of the outflow of blood (much like the reddened area you see when you uncross your legs). When pressure is relieved quickly, the hyperemia resolves. It is not unusual to see reddened areas on the patient's skin in areas of pressure. However, redness that does not disappear in a few minutes may signify that tissue has been severely damaged. Tissue damage that occurs during surgical positioning frequently occurs in the deep tissues at the bone interface and can remain undetected for hours to days following surgery.

Because of gravity, there is always some degree of pressure on our bodies. Under normal circumstances, our bodies signal us when our tissues can no longer safely sustain the pressure upon them. Pain and discomfort cause us to shift our position, relieving the pressure, even during sleep. During surgery, the body's normal defenses are inhibited by anesthesia. The longer a patient remains immobile, even healthy tissues become vulnerable to pressure damage. Pressure studies generally agree that surgical procedures lasting more than two to two-and-a-half hours put even the healthiest of patients at risk.
Surgery encompasses the three prime contributors to tissue damage: pressure, immobility and time. Any surgical experience subjects every patient to all three of these factors. As the influence of each factor increases, so does the likelihood of tissue damage.

Risk factors are those factors that increase or prolong pressure, increase immobility, and reduce a patient's ability to maintain tissue health. Risk factors can be extrinsic (inherent in the surgical environment) or intrinsic (characteristics of the patients themselves). Extrinsic factures include anesthesia, the type and length of the surgical procedure, heat, moisture, and massage. Intrinsic factors include age, weight, nutritional status, fluid volume and comorbid conditions.

Anesthesia and vasodilation reduce perfusion to bony prominences and to elevated or dependent body parts. The normal vasomotor and muscular mechanisms that maintain circulation and tissue perfusion are also inhibited. The anesthetized patient cannot respond to the body's signals of increasing pressure. Further, the affects of anesthesia can last for hours following the surgical procedure. Heat raises the body's metabolic rate, increasing the need for oxygen and cellular nutrients; cold cells produce less energy. Both heat and cold interfere with cellular efficiency and predispose them to damage. Even a one-degree Centigrade rise in temperature can increase oxygen demand by 10 percent.3 Moisture macerates tissue and reduces its resilience to external forces. Although further research is required, studies have suggested that extracorporeal circulation may be a risk factor.4-5
Massaging reddened areas to increase circulation and prevent the development of a pressure ulcer used to be common practice. Research 6-7 demonstrates that massage may be harmful. In one study, there was a 38 percent reduction in the incidence of pressure ulcers in non-massaged vs. massaged skin.8

Studies have identified age as an important predictive factor in pressure ulcer development because of the vascular and neurological changes that occur with aging. Thinning of the skin, loss of elasticity, reduced capillary perfusion and decreased collagen regeneration all contribute to a diminished capacity to withstand the effects of pressure and reduced healing potential. Neonatal and low birth weight pediatric patients with immature skin, fragile immune systems and poor nutrition are also at high risk. A patient's weight affects both the amount of pressure placed on bony prominences and the amount of subcutaneous tissue to cushion bony prominences.

Low albumin levels (>3.0 mg/dl) are an indicator of low levels of protein in the blood and is considered a risk factor.4,9 Nutritional deficiency has been identified more as a predictor of healing potential than a risk factor for developing pressure ulcers. Malnourished patients sustain more severe ulcers and have greater difficulty healing.10-11 Comorbid conditions that interfere with vascular perfusion and tissue oxygenation or limit mobility and sensation are directly associated with pressure ulcer development. 12,6

Assessing surgical patients to identify risk factors for pressure ulcer development is essential to planning for adequate protection. Although there is no assessment tool specifically designed for surgical patients, scores on a Braden 13 or Norton Scale 14 used on the nursing unit would be helpful. Remember, too, that healthy patients who have experienced a period of immobility due to illness or accident are at higher than normal risk.

Each surgical position places the bony prominences bearing the bulk of the patient's weight at highest risk. In the supine position (including sitting and lithotomy), the areas of highest incidence of ulcer formation are the occiput, the sacrum, and the heels. Alopecia (hair loss) over the occiput is common during long procedures. 8 Although it usually resolved spontaneously, it can be permanent if tissue damage is extensive. It is best to avoid using donut-shaped devices under areas of high pressure; use a pillow or a positioner designed for that body part. 15

In the prone position, the forehead or cheek bears the weight of the patient's head. The female breasts and male genitalia must be protected. Other weight-bearing bony prominences include the ischial tuberosities, knees, ankles and toes. In the lateral position, the trochanter is susceptible to damage as is the lateral knee and maleolus.

Nerves most often damaged during positioning are the brachial plexus due to hyperextension of the arms; the ulnar, median and radial nerves due to compression from inadequate padding; and the peroneal nerve when the knees are not well-positioned and padded.

Knowing what nerves need protecting and how to protect them, and what bony prominences to pad adequately, are essential components of a positioning safety initiative. However, the quality of positioning devices is also a factor in protecting the patient. Not all of the devices we use achieve the outcomes we expect.

Positioners are most frequently composed of one of three materials: linen, foam or gel. Linen is the least patient-friendly of these materials. Rolls and bolsters fashioned from towels, sheets or blankets keep the patient stable during the procedure, but produce high and inconsistent pressures. Linen promotes friction injuries and is not fluid-proof. Fashioning positioning devices from linen is time-consuming and expensive. Also, linens used to cover positioning devices (e.g., pillowcases, towels and sheets) reduce the effectiveness of the positioner.

Gel products are viscous polymers that exhibit qualities of both liquids and solids. They provide a degree of buoyancy depending upon the chemical makeup of the gel, but are proportionally quite heavy. In surgery, gel is more appropriate for small positioning devices. There has been little testing of the effectiveness of gel positioning devices in the surgical setting, but in long-term care and rehab, gel support materials have not proven to provide controlled relief for immobile patients.

Foam is lightweight, fashions easily into a variety of shapes and contours, and the density can be adjusted to produce different levels of support. Although foam is the most versatile material, effective foam positioners must achieve a balance between softness to relieve pressure and density to prevent bottoming out. Cover materials can alter the pressure-reducing properties of foam.

The material covering a positioning device affects its pressure-reducing capability. Stitching versus heat-sealing affects the ability to prevent the transfer of fluid and microorganisms. AORN -- in Recommend Practices for Positioning the Patient in the Perioperative Practice Setting16 -- lists 11 criteria for an ideal positioning device.
The AORN Criteria for Positioning Devices (from Recommended Practices for Positioning the Patient in the Perioperative Practice Setting) are as follows:
  • Availability in a variety of appropriate sizes and shapes
  • Durable material and design
  • Ability to maintain normal capillary interface pressure
  • Resistance to moisture and microorganisms
  • Radiolucency
  • Fire resistance
  • Nonallergenic to the patient
  • Ease of use
  • Easily cleaned/disinfected if not disposable
  • Easily stored, handled and retrieved
  • Cost effectiveness
The key to evaluating the effectiveness of positioning products is to study product testing. A positioning device should demonstrate its ability to achieve peak pressures (pressures under the bony prominences) of well below 32mg Hg. Select positioning devices that demonstrate adequate pressure reduction and meet all of the AORN criteria.

The Patient Safety Initiative

Effective safety programs are systems designed to reduce the potential for human error. A positioning safety initiative includes best practices, education and best products. Best practice includes policies that identify the requirements for each surgical position -- identifying the anatomy at highest risk for damage, identifying patient risk factors that predispose them to adverse outcomes, and providing clear instructions for protecting the patient adequately. Education insures that all practitioners have the knowledge and skill to apply the policies effectively. Best products insure that the items we use to protect our patients, in fact, provide the protection we expect.

Practitioners in a safety culture assume the responsibility for insuring that the outcomes of their practice achieve their expectations. They are sensitive to information that suggests the need for improvement. They strive for excellence, responding to opportunities to improve positively and productively, not punitively.

Note: The research for this article was funded with an educational grant from ConMed, Inc.

For 15 years, Terri Goodman, RN, PhD has practiced in the operating room and as an educator in acute-care facilities in several states. She left the acute-care environment to become director of education for Johnson & Johnson Medical, where she developed and implemented professional education programs in the United States, Asia Pacific and Latin America. Now, as a consultant, she continues to develop continuing education programs, publish, and speak at professional seminars and conferences. Goodman is active in several nursing organizations, serving on the board, on committees, and as webmaster.


Figure 1. Tissue at the bone/tissue interface sustains downward pressure from the bone and upward pressure from the surface, resulting in both pressure and shear injury. Copyright (c) 2002 Nucleus Communication, Inc. All rights reserved. www.nucleusinc.com

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