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20 July 2011 No. 24 HYBRID OPERATING THEATRES: Are they necessary? YLTN Mzoneli Commentator: P. Gokal Moderator: Dr M Soni Department of Anaesthetics CONTENTS INTRODUCTION ................................................................................................... 3 WHAT IS A HYBRID OPERATING SUITE? ......................................................... 3 CLINICAL APPLICATIONS OF HYBRID THEATRES ......................................... 3 Paediatric and congenital cardiac disease ..................................................... 3 Coronary revascularisation ............................................................................. 5 Transcatheter heart valve replacement .......................................................... 6 Major vascular surgery .................................................................................... 8 Neuroradiology ................................................................................................. 9 SURGICAL INTERVENTIONS DONE AT INKOSI ALBERT LUTHULI HOSPITAL ..... 10 PLANNING A HYBRID OPERATING SUITE ...................................................... 10 BASICS OF HYBRID OPERATING THEATRE .................................................. 11 Location and design....................................................................................... 11 Imaging Equipment ........................................................................................ 12 Intravascular ultrasound (IVUS) ............................................................................. 13 Monitor screens ....................................................................................................... 13 SPECIAL CONSIDERATIONS OF WORKING IN A HYBRID THEATRE ........... 13 CONCLUSION .................................................................................................... 15 REFERENCES.................................................................................................... 16 Page 2 of 17 HYBRID OPERATING THEATRE: Are they necessary? INTRODUCTION The rapid advances over the past decade in technology and computerised systems have greatly facilitated the development of minimal invasive techniques in surgery. These complex minimally invasive image-guided procedures require highly specialized radiology equipment to visualize thin wires, make measurements of small calibre vessels, evaluate delicate anastomoses and deploy implants but the facilities to convert to an open procedure are mandatory.[1] The increasing number of these challenging endovascular and percutaneous cases imply that the total number of open conversions may rise either due to the technical impossibility of doing a closed procedure or due to complications. Given the speed and extent of changes seen in surgery it is essential that planning for surgical services must keep pace and adapt, capitalizing on the emerging technological advances to produce the best possible outcomes for patients. This was the reason for the conception of hybrid operating theatres in the late 1990’s. [2; 8] The role of the anaesthesiologist is not only to provide appropriate anaesthesia to allow surgery but also to ensure patient safety by being in the appropriate environment which will facilitate prompt and effective management of any complication that may arise. This talk will introduce the concept; the need; design; function and procedures done in these new hybrid suites. WHAT IS A HYBRID OPERATING SUITE? A hybrid suite is an operating theatre with imaging equipment equivalent to the one used in an angiography suite or cardiac catheterisation laboratory. They serve as multifunctional rooms designed to support a variety of catheter-based endovascular interventions and open surgery to be performed in the same location. These are high-technological facilities with special design, size, and equipment usually managed by multidisciplinary teams. [2; 26; 27] CLINICAL APPLICATIONS OF HYBRID THEATRES Paediatric and congenital cardiac disease Hybrid theatres were probably first inspired by paediatric congenital heart disease management, although presently the strongest driver for this facility is transcatheter cardiac valve replacement. [1] The management of neonates with complex cardiac malformations like hypoplastic left heart syndrome (HLHS) and Page 3 of 17 critical left ventricular outlet obstruction associated with borderline left ventricle continues to be a great challenge with high morbidity and mortality.[6; 8] Although open surgery remains the treatment of choice for most congenital cardiac lesions, interventional techniques are increasingly being used as a bridge to definitive repair or even at times for definitive procedure. The use of catheter-based procedures which are less invasive in the neonatal period allow the managing team to buy time for the infant to grow to an age and weight appropriate for the “big” complex definitive surgery. The neonate is safely managed for the stage I palliative procedure in a hybrid room where an off pump small open procedure combined with a transcatheter technique is performed with much less morbidity by the multidisciplinary team comprising of the cardiologist, cardiothoracic surgeon and anaesthetist.[3; 5] Before the recent development of the new transcatheter-surgical strategies the neonate with HLHS the only option was the Norwood operation alternatively now the neonate initially undergoes a Stage I palliative procedure which will later be followed by a staged procedure to create a Fontan circulation. [5; 8] The Stage I procedure entails the following: see the illustration in fig 1 a. Percutanous PDA stent to provide a reliable systemic cardiac output b. Bilateral pulmonary artery banding to control and protect pulmonary blood flow c. Balloon atrial septoplasty to create an unobstructed flow from LA PA banding PDA stent septoplasty Fig 1 Stage I palliative procedure [8] A number of ASD and VSD lesions are amenable to transvenous closures with specifically designed septal occluders where a child is back at home in a day or two post intervention. Page 4 of 17 Another important benefit of hybrid suites in congenital heart defects management is the availability of on table angiography and catheterization for intraoperative assessment of the newly created anatomy. Holzer et al 2009 reported a 56% incidence rate of unexpected anomalies of the pulmonary and coronary arteries which required surgical revision in their case series of infants who underwent corrective cardiac surgery with this imaging modality.[7] This together with intraoperative transoesophageal echo prevents unnecessary re-do procedures. The figure below shows an intra-operative angiography post Fontan to evaluate the superior and inferior vena cava, the stented pulmonary arteries and pulmonary circulation in a child born with HLHS. Fig 2 Ohio Nationwide childrens hospital Coronary revascularisation An increasing burden of coronary artery disease in South Africa means there will be a great demand for coronary revascularization in the near future. Zhao et al 2009 advocates routine on-table completion angiography for bypass grafts and anastomosis evaluation following CABG. In their study they found angiographic defects in 12% of patients who underwent CABG. These defects included conduit poor lie, kinking, dissection, stenosis at the anastomosis, wrong anastomosis site and even wrong vessel anastomosis. [9; 28] “In virtually every reconstructive procedure in medicine and surgery the team will take a before and after picture e.g. CVP line, orthopaedics but for CABG we do not take an after picture which is perhaps one of the most important reconstruction any human will ever have in their entire life” said John Byrne. [9] The new surgical environment has fostered development of a number of cardiovascular surgical procedures like minimally invasive techniques for CABG off-pump, hybrid CABG and PCI and totally endoscopic coronary artery bypass (TECAB). The dilemma of whether to do CABG or carotid endarterectomy (CEA) Page 5 of 17 in a staged manner or same setting is partially answered by performing CABG and carotid artery stenting in these ‘one stop shops’ for some patients.[10] Transcatheter heart valve replacement The concept of transcatheter replacement of cardiac valves is rapidly growing since the first human percutaneous aortic valve replacement by Cribier in 2002. [15] The transcatheter valve therapies are being developed for all the heart valves including aortic, mitral, tricuspid and the pulmonary which is already established in the paediatric population.[1] Tricuspid valve catheter-facilitated implantations are described for degenerative bioprosthetic valves, by doing valve-in-valve implantation. The mortality rate with redo open tricuspid valve replacement is reported to be as high as 27% hence the percutaneous approach is preferred. Stellenbosch University (2011) published a case report of percutaneous tricuspid valve replacement in a patient with tricuspid bioprosthesis stenosis, NYHA III, and a logistic EuroSCORE II of 8% which was successfully performed in a catheterisation theatre with bypass back-up. [12] Transcatheter aortic valve implantation (TAVI) for stenosis has been the one throughout the world to revolutionalise cardiovascular care in the past decade. There has been more than 15 000 TAVI’s done at present globally with more being performed each day. South Africa also has 3 TAVI teams based in Johannesburg, Durban and Cape Town at Netcare hospitals. The Cape Town team has recently published their initial experience with TAVI. They reported a procedural success rate of 97% with only 2 peri-procedural deaths and a 30 day mortality of 7.1% compared to 26% as predicted by the EuroSCORE in their cohort of 70 patients between Oct 2009 and July 2011.[14] Transcatheter aortic valve implantation seems a viable alternative for patients considered high risk as per EuroSCORE > 20 for conventional open surgery. There are two aortic valve prosthetic systems which have CE-mark approval for this procedure, both undergoing investigation: 1. The Edwards-Sapien valve balloon expandable from Edwards Lifesciences 2. The CoreValve Revalving system self-expandable from Medtronic Fig 3a Edwards valve [32] Fig 3b Medtronic valve Page 6 of 17 The different approaches used for aortic valve replacement are: retrograde transarterially or antegrade via the apex: [11] Transfemoral (fig 4) Transapical (fig 5) Transaxillary / transbrachial Transaortic Fig 4 Fig 5 The anaesthetic issues are that these patients are much sicker and elderly with much increased peri-operative risk compared to patients suitable for open surgery. [22] The other concerns are: minimal access to the patient during the procedure, an immobile patient and periods of apnoea required for optimal imaging. The anaesthetist has to manipulate the cardiac output to facilitate correct deployment of the valve usually by employing rapid ventricular pacing. Renal protection against contrast nephropathy is important. [13; 19; 22] This minimally invasive technique offers a number of potential benefits No need for a sternotomy. No need for cardiac arrest and cardiopulmonary bypass and its deleterious effects. Reduced ICU stay. Reduced peri-operative morbidity and mortality.[14; 15 ; 23] It is inherently associated with a number of complications listed below Vascular access damage (rupture, dissection, perforation) Embolisation of aortic atheromas resulting in neurological deficit. Cardiac perforation and dysrrythmias. Poor recovery of cardiac function after rapid ventricular pacing. Device malposition and embolisation. Hemorrhage and ventricular tear from transapical approach.[30] Performing transcatheter valve therapies in a conventional theatre with a C-arm or in a cath-lab is essentially a compromise because they were designed long before these new procedures even existed. The hybrid operating suite is the ideal place to perform these cases. Page 7 of 17 Major vascular surgery There has been a paradigm shift in the management of vascular diseases from open surgical repair to new percutaneous endovascular interventions with good early outcomes. The degenerative abdominal aortic aneurysms for the aged with multiple co-morbidities are routinely treated endovascularly. Stanford type B aortic dissection is also managed with endovascular stenting. The figure below illustrates an aortic stent with bypass reconstruction for upper circulation without the need of cardiopulmonary bypass machine. [15; 19] Fig 6 The endoluminal aortic arch grafting debranching of the great vessels [15] The method of choice for the repair of blunt traumatic aortic injuries (BTAI) has changed from exclusively open techniques to predominantly endovascular repair. Comparing the clinical practices in two prospective observational multicenter studies by American Association for Surgery of Trauma completed in 1997 (AAST1) and another completed in 2007(AAST2) it is evident that image guided techniques are surpassing open surgery. In the AAST2, 65% were managed by stenting and they had significant reduction in early mortality rate, paraplegia rate, transfusion requirements and multiorgan dysfunction. [16; 17] See table below: OPEN REPAIR Clamp & sew On bypass ENDOVASCULAR AAST1 N=207 (%) 207 (100%) 73 (35.3%) 134 (64.7%) 0 Comparing methods of thoracic aortic repair (table 1) [16] Page 8 of 17 AAST2 N=193 (%) 68 (35.2%) 11 (16.2%) 57 (83.8%) 125 (64.8%) Patients in extremis and those treated non-operatively were excluded Thoracic endovascular aortic repair (TEVAR) is minimally invasive, does not require aortic cross clamping or one lung ventilation. It only requires special skills, expertise and high resolution imaging for correct placement of the stent. Another vital consideration is that BTAI’s are highly morbid injuries and are almost always associated with multisystem injuries: thoracic & extrathoracic hence these patients will require theatre to treat concomitant injuries and then transfer to angio suite for stenting which exposes a polytrauma patient to unnecessary risks. [15; 19] More and above, what happens if a guide-wire accidentally perforates a thoracic aorta in the angiography suite? The best location would be an adaptable hybrid theatre for comprehensive and safe management. Neuroradiology Many neurosurgical pathologies are now being managed by interventional catheter based techniques. Our neurosurgical department at IALCH is following in the steps of this worldwide growing practice. The technological advancements are fostering treatment of even more complex, previously inoperable lesions on high risk patients. Evidence from International Subarachnoid Aneurysm Trial (ISAT) is suggesting that there is better outcome with coiling of cerebral aneurysms compared to craniotomy and clipping. There are numerous examples of neuroradiological procedures broadly grouped into occluding and opening procedures. [20] a) Occluding procedures Embolisation of arterio-venous malformations Aneurysm stenting or coiling Pre-resection embolisation of vascular tumours Embolisation of zone III traumatic carotid lesions b) Opening procedures Stenting and angioplasty for cerebral atherosclerosis Thrombolysis of acute thromboembolic stroke Neuroanaesthetists are faced with challenges of keeping a patient immobile, appropriately anticoagulated, manipulation of hemodynamics like rendering short periods of hypotension to produce “flow arrest” through the AVM and enable the embolising material (solid or glue) to set rather than be carried straight through the draining venous system with undesirable results. The anaesthetist also has to be vigilant to detect procedural complications, for timeous management especially haemorrhage from aneurysmal spontaneous rupture or perforation, and intracranial vessel injury and dissection which may need an emergency craniotomy and clipping to prevent patient from exsanguinating to death. [21] Page 9 of 17 SURGICAL INTERVENTIONS DONE AT INKOSI ALBERT LUTHULI HOSPITAL The list below shows a summary of procedures done and case load at IALCH that would ideally be performed in a hybrid theatre. If our cardiothoracic unit were to adopt the Vanderbilt practice of doing on table ‘check angiography’ at the end of CABG [9], it is clear that a hybrid facility at our institution will function at full capacity. PROCEDURE EVAR TEVAR Carotid artery stenting Neurovascular intervention Brain tumour embolisation ASD with septal occluder VSD with septal occluder NUMBER OF CASES 61 14 35 29 18 9 10 PERIOD 2008 – June 2012 2008 – June 2012 2008 – June 2012 2010 – June 2012 2012 – June 2012 2011 2010 Surgical activities at Inkosi Albert Luthuli (table 2) EVAR:abdominal endovascular repair, TEVAR:thoracic endovascular repair, ASD:atrial septal defect, VSD:ventricular septal defect PLANNING A HYBRID OPERATING SUITE Every hybrid operating room project planning requires a multidisciplinary approach by identifying and bringing all stakeholders together. The team planning this complex suite should have representatives from hospital administration, engineering, architects, nursing, radiology, anaesthesia, perfusionists, interventional cardiology, various surgical disciplines namely vascular, neurosurgery and cardiothoracic. [2; 27] A projected plan of all currently performed and anticipated procedures for the hybrid room should be outlined so as to cater for needs of different surgical specialities. These high technology rooms will cost almost double what a conventional theatre costs therefore they must be considered only for major specialist teaching and referral centres [4], especially in South Africa where health resources are limited. Currently there are 3 international companies that design hybrid OR’s: Siemens, Phillips and Toshiba. Page 10 of 17 BASICS OF HYBRID OPERATING THEATRE Location and design A hybrid room should be ideally located in a theatre complex in order to keep the logistics simple. The hybrid theatre needs to be larger than a standard theatre, experts opinion suggest 70-80m2, excluding the scrubroom, control room, prep room and technical room it should add up to 110-150m2 . The large space is needed to accommodate for imaging equipment, a large number of ancillary equipment and staff which could range from 8-15 people. [3] The walls must be lined with 2-3mm of lead for radiation safety. Careful deliberations in designing the ceiling is crucial with all the ceiling mounted components, lights, laminar flow, ensuring that it is reinforced and there won’t be collisions of flat display screens, operating lights and C-arm. [3; 28] The planning of the floor layout is one of the most complicated endeavours with the objectives of utilising the space optimally, ensuring safety by having good access and clear walkways as well as improving the theatre workflow in the presence of a large number of equipment pieces and personnel. The design must enable a clear floor, optimised cable handling for cleaning and avoiding tripping hazards. Equipment and devices need to be compact, easy to position and park for flexible ergonomics for various procedures and disciplines. [3; 28; 31] The schematic diagram below shows a floor layout for a vascular procedure and note that different cases will have different set-up. Fig 7 [19] Page 11 of 17 A: anaesthetist 1: primary surgeon 2: assistant surgeon T: theatre sister N: radiographer This abbreviated list of equipment needed in this dual-capability theatre environment to illustrate how congested it may be: Anaesthetic machine and all patient monitors Fluoro-capable table: to accommodate both percutanous and open surgery 3-D transoesophageal echocardiography machine Intravascular ultrasound (IVUS) Cardiopulmonary bypass machine Defibrillator with pacing capabilities Intraaortic balloon pump Cellsaver Electrocautery Contrast injector Surgical and catheter trolleys [25; 28; 29] Imaging Equipment Technical specifications as per ACC 2012 standards for imaging equipment recommend fixed systems with high power output of ≥ 100kW to visualise thin guidewires (0.2mm) and stents even in obese patients and to quantify small vessel stenosis. The C-arm can be either floor or ceiling mounted with each option having its own advantages and disadvantages.[31] The decision whether to have a monoplane or biplane system will depend on the main type of surgery done and projected to be performed in this dual suite. The biplane system is recommended for paediatric cardiology, electrophysiology and neuroradiology procedures whereas vascular and cardiac procedures a monoplane system suffices. [28] Monoplane vs Biplane System Fig 8 from www.Siemens.com/healthcare Page 12 of 17 Modern fixed C-arms are capable of sophisticated imaging techniques: Simple 2-D fluoroscopy 3-D rotational angiography CT-like 3D images Digital subtraction angiography(DSA) Functional imaging like flow analysis [29] Fluoroscopy devices have now replaced the image intensifiers with digital flat panel detectors which enable fluoroscopy to give higher image quality and transition into 3D producing CT like images. This 3D C-arm computed tomography is a new and innovative imaging technique. It uses 2D x-ray projections acquired with a flat panel detector system to generate CT like images as the C-arm sweeps around the patient and then performs 3D reconstruction. The surgeon is allowed to navigate in 3-D anatomy with even better precision. [28; 31] Digital subtraction angiography combined with road mapping is a non-dispensable modality used in neuroradiology for complex and small vasculature for better visualization. Intravascular ultrasound (IVUS) The explosion of the endovascular revolution has placed new demands on accurate intra-operative imaging to obtain precise aortic measurements for EVAR’s. IVUS also provides important qualitative information on luminal morphology including the presence of atheromatous plaques, calcifications and thrombus. It uses a miniature ultrasound transducer mounted on the tip of catheters available in different sizes to suite various vessel diameters. [18] Monitor screens The display flat screens are divided into those that project the screened images and those that show vital signs and hemodynamic parameters of the patient. These monitor screens have to be strategically positioned such that there is no interference with adequate view and to avoid collision with operating lights and moving C-arm. [28] SPECIAL CONSIDERATIONS OF WORKING IN A HYBRID THEATRE A hybrid theatre is an unfamiliar environment to most anaesthetist. It is usually cluttered with equipment and there is limited access to the patient, especially because of the C-arm. Working in this setting where there is constant exposure to radiation requires a fair knowledge of radiation protective measures. Therefore an experienced anaesthetist with good understanding of the environment and procedures is crucial. [13] Page 13 of 17 Fig 9 The TAVI team at Panorama Mediclinic in Cape Town [14] The patient population is different, they are usually older, sicker many with significant co-morbidities hence the choice of a minimally invasive procedure. The limited patient access demands special considerations with respect to airway management, breathing circuits, monitoring leads and intravenous line connections which need to be longer to ensure that they do not disconnect during C-arm manipulation. The suite is generally cold to prevent overheating of the C-arm, therefore temperature monitoring and use of warming devices to avoid patient hypothermia is important. Most procedures require anticoagulation aiming for ACT>240sec using heparin and in the event of hemorrhagic complication reversal with protamine may be needed. The anaesthetist has to facilitate optimal imaging by rendering a patient immobile and may even have to suspend ventilation. [20; 21] Various hemodynamic manipulations are needed to make the correct positioning of the stents possible. To allow slowing of blood flow through brain AVM nidus and enough time for the embolic material to set without the embolising agent penetrating the draining veins, passing into the systemic circulation and embolise to the normal brain tissue. [20] Thoracic aortic stenting and transcatheter aortic valve replacement pose a great challenge because this is a high pressure and high flow area. The methods of hemodynamic manoeuvres to facilitate accurate device deployment can be pharmacological or mechanical. Pharmacologic agents could be rapid, short-acting IV antihypertensives or adenosine. Mechanical manoeuvre usually entails establishing a transvenous pacer which will be used to induce Page 14 of 17 short-lived rapid pacing. [21; 22; 24] All these hemodynamic manipulations must be done without adverse neurologic, cardiac and systemic sequel. [19] Vigilant approach during the procedures to detect complications is vital. Due to the use of contrast, the anaesthetist has to consider renal protection from contrast induced nephropathy by ensuring adequate volume status and administration of N-acetylcysteine. The hybrid theatre has a number of challenges unique to it particularly if a procedure requiring expertise from different disciplines is performed eg TAVI. The team usually comprises of many members that don’t always work together thus it is crucial to have excellent communication and introduction with role clarification which will help in an emergency. A collaborative convergence patient-centric approach amongst team members is fundamental to achieve the best outcomes.[4;25] CONCLUSION Given the advances in cardiac, vascular, neurologic and general surgery that continue to drive for minimally invasive procedures which are image guided over the traditional open surgical techniques clearly demands for a new operative environment. The majority of these minimally invasive procedures are best performed in a location with dual capability to do both percutaneous and open surgery efficiently and safely. This specialised theatre that combines the best of the two worlds is a hybrid operating suite which offers great flexibility and clinical advantages. To appreciate the value of a hybrid theatre one has to ask themselves a question ‘what would happen if during a routine transcatheter procedure an important vessel perforates in the angiography suite’. However these facilities are very expensive hence it is imperative for an institution planning to build one, to analyze its existing interventional caseloads and anticipated future volumes to ascertain the need for a hybrid theatre. Another vital consideration is how do we balance offering high technology, best quality and state of the art health care as well as efficient primary health care services in a country with limited resources like South Africa? Page 15 of 17 REFERENCES 1. Nollert G, Wich S. Planning a cardiovascular hybrid operating room: The technical point of view. Heart Surg Forum. 2009;12(3):E125-130 2. Jacques Kpodonu. Hybrid Cardiovascular Suite: The Operating Room of the Future. J Card Surg 2010;25:704-709 3. Nollert, G.; Wich, S.; Figel, A. The Cardiovascular Hybrid OR-Clinical &Technical Considerations, : The Cardiothoracic Surgery Network, 14.06.2011 4. Urbanowicz J. A. The Hybrid Suite. Journal of Radiology Nursing 2011;30:62-66. 5. Galantowicz M, Cheatham JP, Philips A, Cua CL, Hoffman TM, et al. Hybrid approach for hypoplastic left heart syndrome: Intermediate results after the learning curve Annals of Thoracic Surgery 2008;85:2063-71 6. Brown SC, et al. Hybrid approach as bridge to biventricular repair in a neonate with critical aortic stenosis and borderline left ventricle. European Journal of Cardiothoracic Surgery (2009) 7. Holzer, R.J.; Sisk, M.; Chisolm, J.L.; Hill, S.L.; Philips A. et al. Completion angiography after cardiac surgery for congenital heart disease: Complementing the intraoperative imaging modalities. Pediatric Cardiology 2009, Vol.30, No.8, pp. 1075–1082 8. Galantowicz, M. & Cheatham, J.P. (2005). Lessons Learned from the Development of a New Hybrid Strategy for the Management of Hypoplastic Left Heart Syndrome. Pediatric Cardiology, April 2005 Vol.26, No.2, 190-199 9. Zhao, D.X.; Leacche, M.; Balaguer, J.M.; Boudoulas, K.D.et al. 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The design and implementation of hybrid operating room. www.veithsymposium.org/pdf/vei/2761 28. The hybrid operating room. Chapter 3 Special topics in cardiac surgery 2011. ISBN 978-953-51-0148-2 www.intechopen.com/books/special 29. Tommaso et al. Operator and Institutional Requirements for TAVR. Journal of American College of Cardiology May 29, 2012:2028–42 30. Masson Jean-Bernard, Kovac Jan, Jian Ye, Transcatheter Aortic Valve Implantation. Journal of American College Cardiology:Cardiovascular Interventions 2009;2:811–20 31. Bashore TM, Balter S, Barac A, et al 2012 American College of Cardiology Foundation/Society for Cardiovascular Angiography and Interventions expert consensus document on cardiac catheterization laboratory standards update. J Am Coll Cardiol 2012 May 32. AXIOM Innovations · October 2008 www.siemens.com/healthcare-magazine Page 17 of 17