Preoperative Evaluation - Setting the Stage
- Primary Goal: Enhance patient safety; ↓ perioperative morbidity & mortality.
- Key Objectives:
- Identify patient-specific & procedure-related risks.
- Implement strategies for risk mitigation.
- Core Components:
- Detailed history (medical, surgical, medications, allergies, social).
- Targeted physical examination.
- Judicious investigations; avoid routine panels.
- Modern Approach: Collaborative risk assessment & optimization, not just "clearing" for surgery.
⭐ Preoperative evaluation is a process of risk stratification and optimization, aiming to reduce complications, rather than a simple "clearance" for surgery.
Preoperative Evaluation - Heart Matters Most
Goal: Min. perioperative MACE.
- Risk Stratification:
- RCRI: 6 factors (1pt each)
- High-risk surgery (vasc, intra-cavity)
- Hx IHD
- Hx CHF
- Hx CVA/TIA
- Insulin for DM
- Creatinine >2 mg/dL
- RCRI Score & MACE: 0 pts (0.4%), 1 pt (0.9%), 2 pts (6.6%), ≥3 pts (11%).
- METs: <4 (poor, ↑ risk).
- RCRI: 6 factors (1pt each)
- Algorithm Basics:
- Emergency? → OR, peri-op optimization.
- Active Cardiac (ACS, sev. valve dz)? → Postpone, treat first.

- Perioperative Meds:
- β-blockers: Cont. if on. Consider if ≥3 RCRI (HR 55-70).
- Statins: Cont. Consider vascular surg.
- Aspirin: Cont. if MACE risk > bleed.
⭐ <4 METs (poor capacity) sig. ↑ MACE risk, even w/ low RCRI.
Preoperative Evaluation - Beyond the Heart
- Pulmonary:
- Risks: Age >50, COPD, smoking, OSA, albumin <3.5. ARISCAT.
- Mgmt: Quit smoking (4-8 wks), PFTs if dyspnea. Post-op: IS.
-
Renal:
- Risks: CKD (eGFR <60), DM, HTN, nephrotoxins.
- Mgmt: Hydration, avoid NSAIDs, adjust drug doses.
-
Hepatic:
- Assess: Child-Pugh, MELD (>10-15 = high risk).
- Mgmt: Correct coagulopathy, manage ascites.
-
Endocrine:
- DM: Target glucose 140-180 mg/dL. Adjust meds (↓ basal insulin 20-50%).
- Thyroid: Aim euthyroid. Postpone if severe dysfunction.
- Adrenal Insufficiency: Stress dose steroids if chronic use (>5mg prednisone/day >3wks).
- Mod. stress: Hydrocortisone 50-75mg IV.
- Major stress: Hydrocortisone 100-150mg IV.
⭐ Chronic steroid users (prednisone ≥5mg/day for >3wks) need perioperative stress-dose steroids to prevent adrenal crisis.
Preoperative Evaluation - Pills & Plans
- General: Continue most. Hold: anticoagulants, some antidiabetics.
- Cardio:
- BBs: Continue.
- ACEi/ARBs, Diuretics: Hold AM of surgery.
- Aspirin: Continue if high cardiac/low bleed risk; else stop 5-7d.
- Clopidogrel: Stop 5-7d.
- Warfarin: Stop 5d (INR < 1.5); bridge if high risk.
- DOACs: Stop 24-72h (drug/renal).
- Endo:
- OHAs: Hold AM. Metformin hold 24-48h if contrast/renal.
- Insulin: ↓ dose (1/2 long-acting); hold short/rapid.
- Steroids: Stress dose if >5mg pred for >3wks/yr.
- OCPs/HRT: Stop 4-6wks if high VTE risk.
- Psych:
- SSRIs/TCAs: Continue.
- MAOIs: Stop 2wks (consult).
- Herbal: Stop 1-2wks (Ginkgo, Ginseng, Garlic). 📌 "Stop Gs".

⭐ Continue beta-blockers in chronic users perioperatively to prevent cardiac events.
High‑Yield Points - ⚡ Biggest Takeaways
- ASA classification is fundamental for overall surgical risk.
- RCRI identifies 6 predictors for Major Adverse Cardiac Events (MACE).
- Functional capacity <4 METs signifies increased perioperative risk.
- Continue chronic β-blockers; manage diabetes with insulin, hold most oral agents.
- Stop aspirin 5-7 days pre-op (unless high cardiac risk); manage anticoagulants based on risk.
- Advise smoking cessation >4 weeks preoperatively to reduce complications.
- Avoid routine labs in asymptomatic, low-risk patients for minor surgery.
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