PATIENT POSITIONING BEST PRACTICE

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A SELF STUDY GUIDEPATIENT POSITIONINGBEST PRACTICERegistered Nurses

OVERVIEWProper positioning of the surgical patient provides optimal exposure and access to the operative site whilemaintaining body system function and structural integrity; for these reasons, it is an important component ofa safe patient care. While most body systems are impacted by positioning, two common positioning-relatedinjuries are nerve damage and pressure ulcers. Preventing injuries related to positioning requires a thoroughpre-operative assessment to determine patient-specific needs in regards to positioning and the requiredequipment and devices, pre-planning to meet the patient’s needs, and application of the principles of safepatient positioning. In order to ensure physiologically safe positioning for all surgical patients, perioperativenurses should understand their overall responsibilities, including the various types of equipment and materialsavailable today to prevent injury and enhance overall patient safety. This continuing education activity willreview best practices and the perioperative nurse’s responsibilities for safe patient positioning. The principlesof safe positioning will be described, followed by a discussion of two potential injuries, nerve damage andpressure ulcers, that may result from improper or prolonged positioning.OBJECTIVESPATIENTPOSITIONINGBEST PRACTICEUpon completion of this educational activity, the learner should be able to:1. Discuss the responsibility of the perioperative nurse in patient positioning.2. Describe the principles of safe positioning.3. Identify injuries (nerve damage and pressure ulcers) related to improper and prolonged positioning.4. Describe the equipment and materials available for safely placing the patient in various surgical positions.5. Discuss documentation associated with positioning.INTENDED AUDIENCEThe information contained in this self-study guidebook is intended for use by healthcare professionals whoare responsible for or involved in the following activities related to this topic: Educating healthcare personnel Establishing institutional or departmental policies and procedures Decision-making responsibilities for safety and infection prevention products Maintaining regulatory complianceINSTRUCTIONSAnsell Healthcare is a provider approved by the California Board of Registered Nursing, Provider # CEP15538 for 2 (two) contact hour(s). Obtaining full credit for this offering depends on completion of the selfstudy materials on-line as directed below.Approval refers to recognition of educational activities only and does not imply endorsement of any productor company displayed in any form during the educational activity.To receive contact hours for this program, please go to the “Program Tests” area and complete the post-test.You will receive your certificate via email.AN 85% PASSING SCORE IS REQUIRED FOR SUCCESSFUL COMPLETIONAny learner who does not successfully complete the post-test will be notified and given an opportunity toresubmit for certification.For more information about our educational programs or hand-barrier-related topics, please contact AnsellHealthcare Educational Services at 1-732-345-2162 or e-mail us at edu@ansellhealthcare.comPlanning Committee Members:Luce Ouellet, BSN, RNLatisha Richardson, MSN, BSN, RNPatty Taylor BA, RNPamela Werner, MBA, BSN, RN CNORAs employees of Ansell Mrs. Ouellet, Mrs. Richardson, Mrs. Taylor and Ms. Werner have declared an affiliation that could beperceived as posing a potential conflict of interest with development of this self-study module. This module will include discussion ofcommercial products referenced in generic terms only.2

CONTENTSOVERVIEW 2INTRODUCTION 4RESPONSIBILITY OF THE PERIOPERATIVENURSE IN PATIENT POSITIONING 5PRINCIPLES OF SAFEPOSITIONING 7INJURIES RELATED TO IMPROPERAND PROLONGED POSITIONING 9EQUIPMENT AND MATERIALS AVAILABLEFOR SAFELY PLACING THE PATIENT INVARIOUS SURGICAL POSITIONS 11DOCUMENTATION ASSOCIATED WITHPOSITIONING 14SUMMARY 14GLOSSARY 15REFERENCES 153

INTRODUCTIONPATIENTPOSITIONINGBEST PRACTICE4Proper patient positioning is a critical factor for a safe and successfulsurgical outcome; the various positions needed for optimal exposure(ie, multiple and unnatural configurations), combined with the relatedeffects of anesthesia, can result in adverse changes if the principles ofpatient positioning and safety factors are not taken into considerationand implemented.1 Two potential injuries associated with surgicalpatient positioning are nerve damage and the development of pressureulcers. Perioperative nurses are responsible for protecting patientsfrom these and other injuries due to positioning; this responsibilityincludes interventions such as an accurate pre-operative assessment,pre-planning and collaboration with other members of the surgicalteam, as well as knowledge of the equipment and materials availabletoday to safely protect, support and maintain a patient’s position.Accurate documentation of the care provided and the use ofpositioning devices on the patient’s intraoperative record is anotherimportant aspect of perioperative nursing care.2

RESPONSIBILITY OF THEPERIOPERATIVE NURSE INPATIENT POSITIONINGIn addition to providing optimal exposure and access to theoperative site; the goals of patient positioning include:3,4 Maintaining body alignment; Supporting both respiratory and circulatory function; Safeguarding skin and neuromuscular integrity; Permitting optimum ventilation by maintaining a patentairway and avoiding constriction or pressure on the chest; Avoiding poor perfusion due to elevation of extremities(eg, in lithotomy position); Protecting the patient’s fingers, toes, and genitals; Maintaining adequate circulation; Protecting muscles, nerves and bony prominences frompressure injury; Permitting access to intravenous (IV) sites and otheranesthesia support devices and monitoring equipment;and Maintaining patient dignity, comfort, and safety byavoiding unnecessary exposure.In regard to safe patient positioning, the perioperative nurse’sresponsibilities also include:5 Understanding the goals of patient positioning; Performing an assessment in order to determine how thegoals can be met; Planning for the needs of both the patient and membersof the surgical team to promote an efficient and effectivetransfer and positioning; Collaborating with team members to plan positioning; Completing safety checks to verify proper equipmentfunctioning; Documenting positions and patient-specific care thatis provided; and Evaluating the outcomes of patient positioning.Perioperative nurses are also responsible for having a thoroughunderstanding of the anatomic and physiologic changes thatoccur as the result of positioning; most often, these changesimpact:6 The skin and underlying tissue; The musculoskeletal system; The cardiovascular, nervous, and respiratory systems; and Other susceptible areas, such as the eyes, fingers, breast,and perineum.5

There are several factors related to positioning that affect thesechanges, including the:7 Type of surgical position; Length of time that the patient remains in the surgical position; Operating room (OR) bed, padding, and positioning equipmentand devices used; Type of anesthesia the patient receives; and Surgical/operative procedure performed.Perioperative nurses should also recognize that other factors, suchas improper positioning, poor pressure distribution, improper use ofpositioning devices, twisting or compression of a limb, can result in anunexpected injury to the patient and also expose the entire surgicalteam to potential litigation.8PATIENTPOSITIONINGBEST PRACTICEAdvance planning is a key strategy for achieving the goals of surgicalpositioning; the goals cannot be met without a clear understandingof anatomy and physiology, knowledge of the patient’s historyand specific surgical needs.9 The first step in advance planning isperforming a pre-operative assessment. Perioperative nurses routinelycomplete pre-operative assessments in order to identify patients whoare at high risk of developing a positioning injury and also identifyspecific patient considerations that necessitate additional precautionsto be taken for procedure-specific positioning.10,11 This assessmentis particularly important since many patients are not seen until themorning of the surgical procedure.Patient pre-operative assessment parameters should include, but arenot limited to:12 The patient’s age; The patient’s height, weight, and body mass index (BMI); The patient’s nutritional status; Any allergies (eg, latex); Any preexisting conditions (eg, vascular, respiratory, circulatory,neurological, immune system suppression); Any physical or mobility limitation (eg, range of motion); and The presence of prosthetics, corrective devices, implanteddevices (eg, pacemakers, orthopedic implants), or externaldevices (eg, catheters, drains, orthopedic immobilizers).All findings of the pre-operative assessment must be clearlydocumented according to facility policy.13Another perioperative nursing responsibility is the identification of patientneeds for safe positioning.14 Through advance planning, the surgical teammembers will know what patient-specific positioning requirements areneeded and have them available in the room prior to the patient’s arrival(eg, positioning devices, equipment, the appropriate number of people inthe room); this can result in saving time as well as protecting the patientfrom a potential positioning injury. Equipment needs should be checked foravailability before the patient is transferred to the OR and also for properfunction in order to prevent delays in the surgical procedure and minimizethe risk for patient injuries. Safety checks of all equipment to be usedshould be completed well before the patient is transferred to the OR.6

The development of an intraoperative pressure ulcer canPRINCIPLES OF SAFEPOSITIONINGIn order to meet the responsibilities for patient positioning, it iscritical that perioperative nurses understand and demonstratecompetency in the principles of safe patient positioningregarding the anatomic and physiologic considerations fornormal functioning of the vital systems, as well as patientspecific needs identified during the pre-operative assessment.Considerations for safe positioning related to preventingnerve injuries and pressure ulcers, as well as those for obesepatients, are discussed below. Nerve injuries. Iatrogenic nerve injury due to impropersurgical positioning and external compression ortwisting is a potential surgical complication.15 Inthe United States, 15% to 16% of post-operativelitigation cases arise from nerve injury claims.16,17,18The most frequent sites of nerve injury reportedare ulnar nerve, brachial plexus, lumbosacral nerveroot, spinal cord, peroneal, and facial nerves.19,20Although the exact etiological cause of post-operativeanesthesia nerve injury remains unknown, it has beenassumed that external pressure/compression exertedagainst the nerve during a surgical procedure is theprimary cause; the stretching, twisting, and compressionof peripheral nerves, and the resulting ischemia, are theprimary factors in all nerve injuries.21 Pressure injuries/ulcers.22 Millions of surgical proceduresare performed annually cross the United States. Duringa surgical procedure, patients are anesthetized andoften put into positions that may cause pressure orcompression to the tissue for long periods of time.Because anesthetized patients are unconscious andimmobile, they cannot complain of pain or discomfort,nor can they reposition themselves to a level of comfort,which is a natural reaction to discomfort.The Brachial PlexusThe Facial Nerveresult in pain, increased length and or number of hospitalstays, possible disfigurement,23 and increased costs ofcare for the healthcare facility. The costs for treating apressure ulcer can total as high as 100,000 to heal onefull thickness pressure ulcer.24 Nationally, the estimatedcost of treatment of pressure ulcers is closer to 1.34billion.25 In addition to the costs of treatment and nursingcare, a pressure ulcer acquired in the OR also exposes afacility to potential litigation. More than 17,000 pressureulcer related lawsuits are filed every year; typically, thesettlement involving healthcare acquired pressure ulcersis approximately 250,000.26In the OR, pressure ulcers develop from improper positioning,inadequate padding and protection, incorrect use of positioningdevices, and extended periods of pressure.27 Shearing andfriction can lead to tissue damage as well, thereby increasingthe potential for development of a pressure injury.Another key consideration regarding pressure ulcers acquiredin the OR is that they are often incorrectly identified as burnsor an area of reddened skin because pressure ulcers in theOR appear differently than pressure ulcers acquired in thegeneral hospital.28 While there are many definitions of anOR-acquired pressure ulcer, the result is the same: deep tissuedamage resulting from pressure and ischemia. It has beenestimated that one in four patients is at risk for developingan intraoperatively-acquired pressure ulcer.29 Pressure ulcersthat originate during surgery may not appear until one to fourdays post-operatively;30 therefore, they are not recognized asbeginning in the OR.31The Lumbar PlexusUlnar Nerve ImpingementHumerusRadiusUlnarnerveUlnaFrequent Nerve Injury Sites7

Pressure UlcerPATIENTPOSITIONINGBEST PRACTICE External skin pressure.32 External skin pressure over thenormal capillary interface pressure (ie, 23 to 32 mm Hg) canlead to capillary occlusion that will impede or block blood flow;the resulting tissue ischemia leads to tissue breakdown. Bothhigh pressure for a short duration as well as low pres sure forprolonged duration are risk factors for a pressure injury. Obese patients. As more obese patients present for medicaland surgical care, perioperative nurses face additional issuesand challenges related to the special positioning needs andequipment for this patient population in order to provide thesafest possible environment of care.33Obesity is a risk factor for positioning injury for several reasons:a heavier patient may not fit adequately on the surface of the ORbed; this places additional strain on the safety strap that holdshim/her in place, thereby increasing the risk for strap-relatedskin injuries.34 In addition, surgeons might request tilting ofthe OR bed surface to the side in order to facilitate access to asurgical site in the abdomen; this shifts a significant amount ofbody weight onto the pelvic bones, which can cause ulcerationsin unexpected areas.35During the pre-operative assessment, the perioperative nurse shouldalso be aware of comorbidities in obese patients that increase theirrisk for complications, such as:36 Diabetes; Hypertension; Hyperlipidemia; Cardiac disease; Sleep apnea; Osteoarthritis; Gastroesophageal reflux disease; Depression; and Stress incontinence.Adequate padding on the OR bed is essential for the obese patient.The extra weight of the patient places additional pressure on the areasthat come in contact with the OR bed or the positioning devices used.378

INJURIES RELATED TO IMPROPERAND PROLONGED POSITIONINGAs noted above, the potential for nerve damage and thedevelopment of pressure ulcers is a key safety considerationrelated to patient positioning; these are discussed in greaterdetail below.NERVE INJURIESPeripheral nerve injury can occur during positioning due tocompression (ie pressure), stretching, direct trauma, laceration,ischemia, or metabolic derangement; of these, stretching andcompression are being the primary causes of positioningrelated nerve injuries.38 Prolonged pressure on or stretching ofperipheral nerves can lead to a range of injuries, from sensoryand motor loss to muscle wasting and paralysis.39 Prolongedstretching associated with hyper-abduction of an extremityor compression due to pressure leads to ischemia, which canresult in necrosis; additionally, collateral damage to surroundingtissue and capillaries can impair circulation and thusnourishment to the nerves.40 The result of the combination ofthese forces is structural or functional nerve damage.41All patients undergoing surgery are at risk for nerve injury ifconstant pressure is placed on nerves; both patient-relatedand procedure-related factors may increase the risk forintraoperative neuropathies.42 Perioperative risk factors for thedevelopment of pressure ulcers risk include:43Pre-operative Procedures planned for 3 hours or more; Patients older than 62 years of age; Albumin less than 3.5 g/dl; American Society of Anesthesiologists (ASA) physicalclassification score of 3 or higher; Use of cardiopulmonary bypass; Procedures performed in the prone position; Diabetic patients; Patients with a BMI below 19 or above 40; Trauma, orthopedic, vascular, transplant or bariatricprocedures; and Frail, elderly patients with fragile skin and without naturallayers of fat to help pad their bonesIntra-operative Increase in hypotensive episodes; Hypothermia; and Use of vasopressors.Generally, nerve damage will go unrecognized until the patientis transferred to the post-anesthesia care unit or possible daysor weeks after surgery; this delay can cause confusion as towhether the injury occurred during surgery or the patient’scourse of recovery.44PRESSURE ULCERSA pressure ulcer is defined as any area of the skin or underlyingtissue which is damaged due to unrelieved pressure orpressure combined with friction and shear.45 Pressure ulcersdevelop when the soft tissue is compressed between a boneyprominence and an external surface for a prolonged time; thecompression leads to a diminished blood supply, which in turnresults in reduced oxygen and nutrient delivery to the affectedtissues.46Unfortunately, the incidence of perioperative pressure ulcersis rising;47 a nearly 80% increase in hospital stays of patientswith pressure ulcers has been reported from 1992 to 2006.48The incidence of pressure ulcers that occur as the result ofsurgical intervention may be as high as 66%.49 In the past, bothhealthcare providers and regulatory agencies have focusedon hospital-acquired pressure injury (HAPI), but not on thoseacquired in the OR.50 While numerous articles in the literaturerelate to HAPIs generally, very little research has focused onpressure injuries among surgical patients until the past decade.Recently, research findings indicated that the majority ofpressure ulcers begin in the OR.51In the current U.S. healthcare environment, hospitals areseeing reduced reimbursement for HAPIs.52 According to the2008 ruling on the Inpatient Prospective Payment Systemby the Centers for Medicare and Medicaid Services (CMS),hospitals are no longer reimbursed for the additional costs ofhospitalization and care related to hospital-acquired conditions(HACs) that were determined to be reasonably preventable,including stage III and stage IV pressure ulcers that developduring a hospital admission; in addition, the patient is notresponsible for the additional costs.53 This ruling incentivizeshospitals and healthcare facilities to better understandpatient risk factors and process of care that may increasethe risk for pressure ulcer, and to also implement preventivemeasures, regardless of where the pressure injuries begin.54,55Additionally, there is the recently implemented HospitalAcquired Condition Reduction Program (HACRP). Under thisprogram, hospitals that rank in the worst performing percentileregarding hospital acquired condition (HAC) quality measureswill be subjected to a reimbursement payment reduction of 1%below what they would hav

PATIENT POSITIONING BEST PRACTICE 2 OVERVIEW Proper positioning of the surgical patient provides optimal exposure and access to the operative site while maintaining body system function and structural integrity; for these reasons, it is an important component of a safe patient care. While most body systems are impacted by positioning, two .

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