Patient safety

Chapter 4 Patient safety






Patient positioning


To ensure the safety of the patient and surgical team members during patient transfer, a planned approach is needed, and one which takes into consideration patient assessment, the surgical position required and the transfer method to be used.



Patient transfer


Before patient transfer from a trolley or bed to the operating table (and vice versa) the following must be considered:










These factors will influence the team’s preparation and the equipment required to carry out the transfer. The patient’s age and mobility have a bearing on the resources required; for example, a well, mobile patient may be able to move to the operating table unaided. In contrast, an elderly, frail or less mobile patient will require greater assistance from the surgical team and equipment. Particular care, planning and/or equipment is required to manage frail, elderly patients (those over 80 years of age) or obese patients, especially the morbidly obese (Phillips, 2007). The latter require specialised lifting equipment (e.g. ‘hover mats’) and purpose-designed operating tables and fittings to accommodate them safely intraoperatively, and to protect staff.


Care must be taken when transferring patients with intravenous (IV) cannula(s), IV infusions, drains, catheters or other items already in place. Their dislodgement can create discomfort (or worse) and replacing them is time-consuming. The planned procedure, patient condition, and staff and equipment availability will determine whether the initial transfer occurs while the patient is conscious or following induction of anaesthesia. Additionally, consideration must be given for patients who need repositioning intraoperatively (e.g. during bilateral hip replacement), as disorganised or unplanned movements during repositioning increase the risk of damage to the initial operative site, or can result in airway compromise.


Surgeon, anaesthetist and other staff requirements for patient access need to be considered. At all times, the anaesthetist must be able to ensure ventilatory adequacy, have IV access and address requirements for haemodynamic monitoring. The surgeon needs access to the surgical site and the instrument nurse needs to be able to maintain a sterile field throughout the procedure (Fell & Kirkbride, 2007). Consequently, the patient’s position is often a compromise between competing demands for surgical access balanced against the patient’s need for safety and protection (Hamlin, 2005a).



Transfer methods and rationales


All surgical team members have equal responsibility for maintaining patient safety during transfer. The anaesthetist, who has responsibility for the patient’s airway, generally coordinates the lift (Heizenroth, 2007). The duty of the registered nurse (RN) is to assess the surgical environment and patient, and ensure that the most appropriate transfer equipment, positional aids and staff are available. During the transfer a team leader, usually (but not always) the anaesthetist, directs the team, including the patient if he or she is conscious. When the patient is anaesthetised and/or unconscious, this role will normally revert to the anaesthetist, as maintenance of a patent airway and ventilation are the main priorities (Fell & Kirkbride, 2007).


When conscious patients participate in the move, interventions needed to secure a safe transfer include:






Prior to and at each stage of the transfer of a fully conscious patient who is participating in the move, clear directions and explanations are necessary. The staff member instructing patients should direct patients to feel for the sides of the operating table as they move across, so they can be confident they are centrally located. The trolley or bed should not be moved away until the patient is securely positioned and confirms this. If the patient has reduced mobility and cannot move independently, then equipment such as patient slide boards, patient slide sheets or mechanical devices (e.g. hover mat) is needed. These devices enable patient transfer while reducing the risk of injury to staff members. A minimum of four staff members are generally required for the safe transfer of these patients, using the safety precautions described above.


When transferring unconscious or anaesthetised patients, the anaesthetist manages the patient’s airway and supports the head. As the patient has no muscle control, limbs need safeguarding so they do not overhang the operating table, predisposing them to injury.


Arms are secured across patients’ chest or by their side and legs are supported and moved in alignment with the body. These patients will have IV access and monitoring devices established and care must be taken not to obstruct or dislodge these.





Anatomical and physiological considerations for patient positioning


A patient’s tolerance of the stresses imposed by the surgical intervention depends significantly on the normal functioning of the vital systems, and each body system must be considered when planning the patient’s position for surgery. The goals of positioning include the prevention of injury from pressure, crushing, stretching, pinching or obstruction (Phillips, 2007). The development of such injuries is influenced by the:














Nervous system


The action of anaesthetic agents, which cause a loss of sensation and protective reflexes, increases the likelihood of nerve injury occurring. In most cases these injuries occur due to the formation of lesions, secondary to damage incurred by undue pressure, stretching, twisting and pinching of nerves. The ulnar nerve is the nerve most frequently injured during the perioperative period (Rank, 2008). Table 4-1 outlines nerves that are commonly injured and the causes (Heizenroth, 2007).


Table 4-1 Peripheral nerves at risk of injury





















Nerve involved Cause of damage
Brachial plexus





Median, radial and ulnar nerves

Femoral nerve

Sciatic nerve
Common peroneal nerve




Heizenroth (2007)







Cardiovascular system


Anaesthetic agents can affect the cardiovascular system by causing peripheral vasodilation and subsequent pooling of blood in the extremities, resulting in hypotension (Heizenroth, 2007). Patient positioning can further affect this phenomenon; for example, a head-up, supine (reverse Trendelenburg) position will cause blood to pool in the lower extremities. Consequently, the movement of patients into and out of these positions must be measured and unhurried. Pregnant patients and those with large abdominal masses are particularly at risk of supine hypotensive syndrome (Fell & Kirkbride, 2007).


Adequate arterial circulation is necessary to perfuse tissue, and occlusion or pressure on peripheral vessels, such as might be caused by positioning devices or safety belts/ straps, must be avoided (Phillips, 2007). For example, patients who are placed in the lithotomy position are at risk of compartment syndrome in their lower limb(s), which occurs when perfusion pressure falls below tissue pressure in a closed anatomical space or compartment (Wilde, 2004). This can occur when patients are in this position for extended periods of time. Compartment syndrome develops via a combination of prolonged tissue ischaemia and subsequent reperfusion of muscle within a tight osseofascial compartment and, untreated, leads to necrosis and functional impairment (Dua et al., 2002).


Additionally, there is increased potential for thromboembolic episodes. Different positions, such as lithotomy, the time spent in these positions and the devices used to maintain them (e.g. safety belts, stirrups or other leg-holding devices) contribute to venostasis and the formation of thrombi.




Surgical positions


There are several standard surgical positions, with a range of variations, and standard operating tables are designed to accommodate this range. Positions commonly used include:











Prone position


In the prone position, patients lie face down. This position is used when surgical access to the spine, rectum or dorsal areas of the extremities is required. It can be achieved on a standard operating table or it may require a specially designed table or table fittings (e.g. a laminectomy frame); the choice is determined by the particular surgical intervention.


The patient is anaesthetised in the supine position prior to transfer, and the airway is secured using a reinforced, flexible endotracheal tube (ETT), which will not kink. The ETT is secured with tape by the anaesthetist. The patient is then lifted and placed with the abdomen down on the operating table, and the face turned to one side. This transfer requires a minimum of four people to be executed safely, with one member of the team, usually the anaesthetist, supporting the patient’s head and neck and safeguarding the airway at all times. The position requires additional padding (often in the form of multiple pillows or rolls on the operating table) to protect vulnerable areas, such as patient’s ear and cheek on the dependent side, the breasts (females), genitalia (males), patellae and toes (see Fig 4-6). Table 4-3 shows nursing interventions and rationales for the prone position.



Table 4-3 Prone position—nursing interventions and rationales















Nursing intervention Rationale
1. Padded operating table mattress—gel mattress or pillows/rolls (or gel pad over laminectomy frame, if used). 1. Extra padding needed to protect vulnerable areas, such as the dependent cheek, ear, breasts (female), genitalia (males), patellae and toes.
2. Padding placed on extensions as required (arm boards, J boards). Arms should be secured loosely, palm down on padded arm boards and kept in natural alignment. They should not be allowed to hang over the edge of the operating table. 2. Arms are moved down and forward and placed on the arm board slowly and carefully to minimise the risk of damage to the brachial plexus. Arms hanging over the table edge can sustain damage to the radial nerve.
3. Eye ointment placed in both eyes, eyelids are then securely taped closed. 3. The eyes are vulnerable to corneal abrasion.

Heizenroth (2007); Phillips (2007); Rank (2008)



Lateral position


In the lateral position, which is used for procedures involving the chest, kidney or hip joint, the patient lies on the non-operative (dependent) side, with the operative side uppermost. It requires a selection of positional aids to secure the patient because there is a risk of the patient rolling forward or backwards intraoperatively or even falling off the table. The patient is anaesthetised in the supine position and then transferred or turned onto the dependent (non-operative) side. Positional aids include specially designed, padded arm rests (e.g. Carter Brain arm rest) to support the upper arm and keep it away from the operative area; table/safety straps and pliable bean bags are used to hold the patient securely to the operating table and maintain the position throughout surgery (Fig 4-7). Alternatively, padded table attachments (lateral supports or kidney braces), one at the patient’s back and a larger one supporting the abdomen, can be used. Table 4-4 shows nursing interventions and rationales for the lateral position.



Table 4-4 Lateral position—nursing interventions and rationales
























Nursing intervention Rationale
1. Padded operating table mattress and padding placed on extensions as required (arm boards and arm supports) and pillow for head. 1. Protection of pressure points on the dependent side—the ear, shoulder, hip, ankle.
2. Pillow is placed between the patient’s knees. 2. Knees will rub against each other, damaging the skin; additionally, undue pressure can damage the peroneal nerve.
3. Spine is kept in alignment by placing a pillow under the patient’s head. 3. The spine is vulnerable to misalignment and twisting; this misalignment can place pressure on the dependent brachial plexus.
4. Patient needs securing by the use of either lateral supports (kidney braces) (padded) at the abdomen and back, or the use of devices such as bean bags or a Vac-Pac and a safety belt/ table strap over the patient’s upper thigh. 4. Prevents the patient from falling off the operating table. The use of these devices also ensures the patient does not move intraoperatively.
5. Ensure the patient’s shoulder on the non-operative (dependent) side is not over-extended and the lower arm is protected, usually by securing it to an arm board. The upper arm is placed on a lateral arm support. 5. Prevents damage to the brachial plexus and ulnar nerve.
6. Kidney surgery requires access to the retroperitoneal area of the flank. In this case, the patient is positioned so that the lower iliac crestis below the lumbar break where the kidney bridge is located on operating table. The latter is subsequently elevated (slowly) and the operating table flexed to lower the patient’s upper torsoand legs. 6. Prevents the dependent flank area from compression and subsequent pooling of blood in the lower extremities.

Heizenroth (2007); Phillips (2007)


Feb 9, 2017 | Posted by in NURSING | Comments Off on Patient safety

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