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Perioperative Management of the Rheumatic Disease Patient

Joe T. Kelley III, MD
Doyt L. Conn, MD

Emory University School of Medicine
Atlanta, GA


Summary Points

  • The appropriate use of antirheumatic drugs for patients in the perioperative period is critical to maintaining control of disease and minimizing side effects of surgery.

  • Aspirin should be stopped 10 days before surgery, and nonselective NSAIDs should be stopped 1 to 4 days before surgery, depending on the half-life of the drug.

  • The selective COX-2 inhibitors do not affect platelets and may not need to be discontinued, depending on the surgical procedure.

  • The usual dose of glucocorticoids should be continued throughout the pre- and postsurgical period. Depending on the type of surgery, a boost in the steroid dose on the day of the surgery may be necessary to cover stress.  

Introduction

The perioperative evaluation of the patient with rheumatic disease should include the usual medical evaluation with special attention to medications and assessing disease activity (Table 1). Three important classes of medications are nonsteroidal anti-inflammatory drugs (NSAIDs), glucocorticoids, and disease-modifying antirheumatic drugs (DMARDs). Patients should be carefully questioned regarding their use of over-the-counter NSAIDs as many patients fail to mention these to their physicians.  

It is vital to continue glucocorticoid therapy during the entire perioperative period. Discontinuing even low doses of glucocorticoids may cause a significant flare of disease activity with profound consequences. As will be discussed, recommendations for glucocorticoid supplementation in the perioperative period have changed during the past few years. We will also discuss another important issue, fractures in potentially osteoporotic patients.

Medications

Nonsteroidal Anti-Inflammatory Drugs (NSAIDs). Patients with rheumatic diseases commonly use aspirin and nonaspirin NSAIDs. Nonselective NSAIDs inhibit platelet cyclooxygenase-1 (COX-1) thus blocking the formation of thromboxane A2. The result is impairment of thromboxane-dependent platelet aggregation and prolongation of the bleeding time. Aspirin irreversibly blocks COX; therefore, its actions persist for the circulating lifetime of the platelet, which is about 10 days. Nonaspirin NSAIDs inhibit COX reversibly so the duration of their action depends on the specific drug dose, serum level, and half-life (1). The selective COX-2 inhibitors – celecoxib, rofecoxib, and valdecoxib – do not inhibit COX; 1 therefore, platelet aggregation is not inhibited.  

Because nonselective NSAIDs can prolong the bleeding time, physicians are often asked about the potential for clinically significant bleeding in the perioperative period. Perioperative bleeding time however has not been shown to correlate strongly with surgical bleeding (2,3). Although preoperative bleeding time does not seem to predict surgical bleeding, several studies have suggested that the use of NSAIDs in the preoperative period does lead to significantly increased perioperative blood loss (4,5).  

Given the available data, we suggest discontinuing aspirin at least 10 days prior to surgery since the life span of platelets is 10 days. Nonaspirin, nonselective NSAIDs should be discontinued in time for complete elimination of the drug to occur which is about 5 half-lives. Ibuprofen has a half-life of about 2.5 hours so it should be stopped one day prior to surgery. The half-life of naproxen is about 15 hours so discontinuation should occur 4 days prior to surgery.  

For pain relief in the preoperative period, acetaminophen or a narcotic such as codeine could be used. 

Glucocorticoids. Glucocorticoids are produced in the adrenal cortex under the feedback control of both the hypothalamus and pituitary gland (hypothalamic-pituitary-adrenal [HPA] axis). The rate of cortisol secretion is equivalent to 20 to 30 mg/day of hydrocortisone or 5 to 7 mg/day of prednisone (6). This basal rate increases under conditions of severe stress, and the increase is essential for the maintenance of homeostasis. 

Patients on chronic glucocorticoids are frequently given “stress dose” steroids despite little evidence to support this practice. Three recent reviews have addressed the topic of glucocorticoid supplementation, and these expert recommendations call for lower doses and shorter duration of therapy than textbooks traditionally suggest (6-8). One supplemental glucocorticoid dose does not accommodate all patients or procedures. Excessive doses may lead to hyperglycemia, immunosuppression, accelerated protein catabolism leading to altered wound healing, hypertension, volume overload, and acute psychosis (6-8).  

All patients on chronic glucocorticoids who undergo any type of procedure or have a medical illness require their normal daily glucocorticoid therapy (Table 2). It is especially important to continue glucocorticoid therapy in patients with rheumatic diseases, as discontinuing even low doses of glucocorticoids may cause a significant flare of disease activity. Patients who receive 5 mg/day or less of prednisone do not require additional supplementation, regardless of the procedure or illness (6,9). Patients who undergo a superficial procedure of less than one hour under local anesthesia, such as routine dental work, skin biopsy, or minor orthopedic surgery, require their normal daily dose without additional supplementation (6-8). 

Minor medical illnesses and surgical procedures, such as inguinal hernia repair and colonoscopy, require hydrocortisone (25 mg) or methylprednisolone (5 mg intravenous) on the day of procedure only (6). 

Moderately stressful illnesses or procedures, such as a significant febrile illness, pneumonia, severe gastroenteritis, open cholecystectomy, and hemicolectomy, require hydrocortisone (50 to 75 mg) or methylprednisolone (10 to15 mg intravenous) on the day of procedure with a rapid taper over 1 to 2 days to the patient’s usual dose (6). 

Severe medical or surgical stress, such as experience with pancreatitis, major cardiothoracic surgery, Whipple procedure, and liver resection, require hydrocortisone (100 to 150 mg) or methylprednisolone (20 to 30 mg intravenous) on the day of the procedure with a taper over 1 to 2 days to the patient’s usual dose (6). 

Critically ill patients, such as those with shock or sepsis-induced hypotension, require hydrocortisone 50 to 100 mg intravenous every 6 to 8 hours or 0.18 mg/kg/hour as continuous infusion plus 50 mg/day of fludrocortisone until shock resolves. The taper may take several days to a week and should be gradual with attention paid to vital signs and serum sodium (6). 

Methotrexate. Weekly methotrexate therapy became popular among rheumatologists in the 1980s and continues to be one of the most commonly used disease-modifying antirheumatic drugs (DMARDs). The relationship between methotrexate and postoperative complications, such as local infections and poor wound healing, has been a controversial topic over the past decade due to the lack of definitive studies (10). Most of the studies have involved rheumatoid arthritis patients undergoing elective orthopedic surgery. 

A small retrospective study published in 1991 suggested that methotrexate increases the risk of postoperative complications (11). The authors were unable to draw any definite conclusions, however, due to the small number of patients and the nonrandomized selection of therapy. Other small studies around the same time failed to show a significant increase in complications in patients taking methotrexate perioperatively (12-14). 

In 2001, a prospective randomized study of postoperative infection or surgical complications in patients with rheumatoid arthritis who underwent elective orthopedic surgery was published (15). Three hundred eighty-eight patients with rheumatoid arthritis who were to undergo elective orthopedic surgery were divided into two groups. One group continued methotrexate and the other group discontinued methotrexate from 2 weeks before surgery until 2 weeks after surgery. Their complication rates were compared with complications occurring in 228 rheumatoid arthritis patients not receiving methotrexate who also underwent elective orthopedic surgery. Methotrexate use was not associated with an increased incidence of complications and, in fact, those patients that continued methotrexate had significantly less complications or infections than either of the other two groups (p < 0.003). Additionally, discontinuation of methotrexate led more commonly to disease flares within 6 weeks following surgery (15). 

With the information available, it would be reasonable to continue the methotrexate weekly administration schedule pre- and postoperatively in most situations. Situations in which methotrexate could be withheld the week before and after surgery might be in the elderly, frail patient on many other drugs and with some renal insufficiency. If methotrexate therapy is interrupted, it is imperative to reinitiate therapy as soon as possible given the risk of having a disease flare (15).  

Other Medications. Other medications frequently used in patients with rheumatic conditions include hydroxychloroquine, sulfasalazine, azathioprine, leflunomide, and cyclophosphamide. Although little data exist on the use of these agents in the perioperative period, it is reasonable to withhold medications that are excreted renally, such as cyclophosphamide. To avoid hematologic concerns, we suggest discontinuing sulfasalazine and azathioprine several days before surgery and resuming a few days postoperatively. Hydroxychloroquine can probably be continued without interruption. 

There is no information about the potential risk of leflunomide in the perioperative period. Because of its long half-life, if side effects occur, it would have to be washed out with cholestyramine. A reasonable approach would be to stop it 2 weeks before elective surgery and resume it after surgery. 

The tumor necrosis factor (TNF) inhibitors – etanercept and infliximab – and the interleukin-1 antagonist anakinra are being used, but no data exist regarding their safety in the perioperative period. We suggest discontinuation of these agents 1 week prior to surgery and resume therapy 1 week after surgery, but a study addressing these issues would be valuable.            

Disease-Specific Issues 

Osteoporosis. Patients with osteoporosis are usually asymptomatic and are likely to come to the attention of the medical profession with fractures as a result of minimal trauma (16). These patients are at increased risk of sustaining another fracture as compared with patients who have not sustained an osteoporotic fracture (17). This is true for both men and women, as wrist fractures in men have been shown to be powerful predictors of subsequent hip fracture risk (18,19).  

Recent studies have shown that physicians frequently overlook osteoporosis in these patients and do not offer information, diagnostic testing, or treatment (16,20-22).  

Physicians should always consider osteoporosis in patients presenting with a fracture, especially after minor trauma. In those patients with risk factors for osteoporosis, appropriate diagnostic testing should be performed and patient education and treatment should be initiated while patient is hospitalized or very shortly thereafter. Certain medications to treat osteoporosis (eg, bisphosphonates), however, have significant risk of esophageal toxicity and probably should be discontinued while the patient is supine in the hospital. 

In patients with osteoporosis who are hospitalized for surgery, it must be remembered that these patients may be at risk for fractures with minor trauma. This risk might be increased with prolonged bed rest and resultant weakening of muscles. For example, coughing may result in rib fractures. Physical therapists should be involved with these patients with admission to the hospital. 

Rheumatoid Arthritis (RA). The importance of continuing glucocorticoid therapy cannot be stressed enough in patients with RA. As stated previously, all patients on chronic glucocorticoids who undergo any type of procedure or have a medical illness require at least their normal daily glucocorticoid therapy. Discontinuing glucocorticoids preoperatively can lead to postoperative flares of disease and these patients have difficulty with postoperative rehabilitation and therefore may be at higher risk for complications. 

Active RA can manifest with both articular and systemic symptoms. Systemic symptoms include low-grade fever, fatigue, weight loss, and significant morning stiffness. Joint examination may reveal tender, swollen joints and the temperature over the involved joints may be elevated. Laboratory evaluation may reveal evidence of systemic inflammation with mild leukocytosis, thrombocytosis, normochromic anemia, elevated erythrocyte sedimentation rate, and elevated C-reactive protein. In the perioperative period, active disease can be treated by a short-term increase in the glucocorticoid dose with prednisone 10 mg/day or 5 mg bid being sufficient (23). If DMARDs, such as methotrexate, or TNF inhibitors, such as etanercept or infliximab, are discontinued in the perioperative period, glucocorticoids can be adjusted to control disease. Restarting DMARDs and TNF inhibitors and tapering glucocorticoids to the previous dose is important because the side effects of glucocorticoids are dependent on cumulative dose.

Although RA rarely involves the thoracic, lumbar, or sacral spine, cervical spine involvement is common. Radiographic cervical spine subluxation in one form or another is estimated to affect 43% to 80% of RA patients and atlantoaxial (C1-2) subluxation is the most common type (24,25). Anterior subluxation is the most prevalent form and is best demonstrated on lateral cervical spine x-ray with the neck in the flexed position. The most common symptom of cervical subluxation is neck pain radiating into the occiput, and patients may report a clicking in the neck on flexion and sometimes perceive an anterior movement of the head on the neck (26).  

Less commonly, patients develop slowly progressive spastic quadriparesis, frequently with painless sensory loss in the hands or transient episodes of medullary dysfunction sometimes with paresthesias in the shoulders or arms during movement of the head (26). Rheumatoid arthritis patients at high risk for cervical spine involvement are those with neck symptoms, longstanding disease, erosive disease, subcutaneous nodules, and the elderly. 

Importantly, in routine clinical practice it is unnecessary to image the cervical spine unless suggestive symptoms are present. Rheumatoid arthritis patients undergoing surgery with the potential for endotracheal intubation should have preoperative routine anteroposterior, lateral, and open-mouth cervical spine radiographs since the presence of even subtle degrees of atlantoaxial instability may be an indication for fiberoptic intubation (24). 

In the postoperative period it is important to get physicical therapy involved, to continue ROM exercises, and encourage early ambulation to prevent joint contractures.

Systemic Lupus Erythematosus (SLE). Preoperative assessment of the patient with SLE is directed at determining disease activity and making decisions regarding medications. Medications were discussed earlier in the chapter but it should be stressed that patients should receive at least their normal daily glucocorticoid therapy. If necessary, glucocorticoids can be increased to control disease activity prior to surgery. Many patients with lupus are on hydroxychoquine, which should be continued during the perioperative period.

History, physical examination, and selective laboratory evaluation can assess disease activity. Suggestive historical features include fever, oral ulcers, rash, especially in a malar distribution, joint pain with or without swelling, pleuritic chest pain, and seizure or psychosis in the absence of offending drugs or metabolic derangements. Clotting problems, such as clotting of venous lines, DVTs, and digital tip infarcts, might suggest a circulating anticoagulant and should be investigated. A physical examination is essential to careful detect abnormalities of skin, joints, and circulation.

Laboratory evaluation should include complete blood count to evaluate for cytopenias (especially hemolytic anemia, leukopenia, lymphopenia, and thrombocytopenia) and urinalysis and chemistry profile to assess renal function. Elevated serum anti-DS DNA antibodies and decreased complement levels (C3 and C4) also suggest active disease.

Appropriate management of lupus disease activity should be accomplished, which might include some increase in the prednisone dose. A rheumatologist should be consulted regarding assessment of disease activity and treatment.

References 

1. Schafer AI. Effects of nonsteroidal anti-inflammatory drugs on platelet function and systemic hemostasis. J Clin Pharmacol 1995;35:209-19.
2.  Lind SE. The bleeding time does not predict surgical bleeding. Blood 1991;77:2547-51.
3.  Gewirtz AS, Miller ML, Keys TF. The clinical usefulness of the preoperative bleeding time. Arch Pathol Lab Med 1996;120:353-6.
4.  Connelly CS, Panush RS. Should nonsteroidal anti-inflammatory drugs be stopped before elective surgery? Arch Intern Med 1991;151:1963-6.
5.  Robinson CM, Christie J, Malcolm-Smith N. Nonsteroidal antiinflammatory drugs, perioperative blood loss, and transfusion requirements in elective hip arthroplasty. J Arthroplasty 1993;8:607-10.
6.  Coursin DB, Wood KE. Corticosteroid supplementation for adrenal insufficiency. JAMA 2002;287:236-40.
7.  Lamberts SWJ, Bruining HA, DeJong FH. Corticosteroid therapy in severe illness. N Engl J Med 1997;337:1285-92.
8.  Salem M, Tainsh RE, Bromberg J, et al. Perioperative glucocorticoid coverage: a reassessment 42 years after emergence of a problem. Ann Surg 1994;219:416-25.
9.  Streck WF, Lockwood DW. Pitiutary adrenal recovery following short-term suppression with corticosteroids. Am J Med 1979;66:910-4.
10.  Bridges SL Jr, Moreland LW. Perioperative use of methotrexate in patients with rheumatoid arthritis undergoing orthopedic surgery. Rheum Dis Clin North Am 1997;23:981-93.
11.  Bridges SL Jr, Lopez-Mendez A, Han KH, et al. Should methotrexate be discontinued before elective orthopedic surgery in patients with rheumatoid arthritis? J Rheumatol 1991;18:984.
12.  Perhala RS, Wilke WS, Clough JD, et al. Local infectious complications following knee joint replacement in rheumatoid arthritis patients treated with methotrexate versus those not treated with methotrexate. Arthritis Rheum 1991;34:146.
13.  Kasdan ML, June L. Postoperative results of rheumatoid arthritis patients on methotrexate at the time of reconstructive surgery of the hand. Orthopedics 1993;16:1233.
14.  Sany J, Anaya JM, Canovas F, et al. Influence of methotrexate on the frequency of postoperative infectious complications in patients with rheumatoid arthritis. J Rheumatol 1993;20:1129.
15.  Grennan DM, Gray J, Loudon J, et al. Methotrexate and early postoperative complications in patients with rheumatoid arthritis undergoing elective orthopedic surgery. Ann Rheum Dis 2001;60:214-7.
16.  Smith MD, Ross W, Ahern MJ. Missing a therapeutic window of opportunity: An audit of patients attending a tertiary teaching hospital with potentially osteoporotic hip and wrist fractures. J Rheumatol 2001;28:2504-8.
17.  Ross PD, Davis JW, Epstein RS, et al. Pre-existing fractures and bone mass predict fracture incidence in women. N Engl J Med 1995;332:767-73.
18.  Owen RA, Melton LJ III, Ilstrup DM, et al. Colles’ fracture and subsequent hip fracture risk. Clin Orthop Relat Res 1982;171:37-43.
19.  Mallmin H, Ljunghall S, Persson I, et al. Fracture of the distal forearm as a forecaster of subsequent hip fracture: a population-based cohort study with 24 years of follow-up. Calcif Tissue Int 1993;52:269-72.
20.  Khan SA, deGeus C, Holroyd B, et al. Osteoporosis follow-up after wrist fractures following minor trauma. Arch Intern Med 2001;161:1309-12.
21.  Freedman KB, Kaplan FS, Bilder WB, et al. Treatment of osteoporosis: Are physicians missing an opportunity? J Bone Joint Surg 2000;82-A:1063-70.
22.  Broy SB, Bohren A, Harrington T, et al. Are physicians treating osteoporosis after hip fracture? Arthritis Rheum 2000;43:S203.
23.  Conn DL. Resolved: Low-dose prednisone is indicated as standard treatment in patients with rheumatoid arthritis. Arthritis Rheum (Arthritis Care Res) 2001;45:462-7.
24.  Gurley JP, Bell GR. The surgical management of patients with rheumatoid cervical spine disease. Rheum Dis Clin North Am 1997;23:317-32.
25.  Rana NA. Natural history of atlantoaxial subluxation in rheumatoid arthritis. Spine 1989;14:1054-6.
26.  Harris ED Jr. Clinical features of rheumatoid arthritis. In Ruddy S, Harris ED Jr, Sledge CB (eds). Kelley’s Textbook of Rheumatology 6th ed. Philadelphi: WB Saunders, 2001, 967-1000.

 
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07/09/2008

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