Approach to Pulse Generator Changes

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24 Approach to Pulse Generator Changes

Replacement of the pulse generator of a pacemaker or a defibrillator may occur at any time in the life of a patient with an implanted device. Although this need is most often the result of the finite life span of the battery, replacement of the device may also be precipitated by such diverse causes as infection,112 erosion,1316 trauma,1723 component failure,2429 and migration of the device.3034 In recent years, the need for system upgrade has become an increasingly important indication for pulse generator replacement and associated lead revision.3543 This is the result of the increasing number of devices being implanted for newer indications in a broader patient population, the generally younger age at which patients receive implants, and patients living longer after device implantation because of advances in medical treatment as well as the device’s life sustaining effects. Indications for device replacement have evolved with the development of new technologies and greater understanding of cardiac physiology. These more recent requirements for replacement may involve upgrade of a pacemaker to a defibrillator, but more importantly and with greater complexity, upgrade to a biventricular cardiac resynchronization device through the addition of new leads, including a coronary sinus electrode44,45 (Box 24-1). Generator change may also be required secondarily from the need for lead replacement or revision,4651 including lead advisories and recalls,5257 especially if the generator is already near end of service. Chronic lead malfunction, in particular low lead impedance, may also require premature battery replacement because of high current drain.

The success of the replacement procedure depends on accurate preoperative evaluation and planning as well as good surgical technique. This chapter addresses preoperative evaluation of the patient and the pacing/defibrillation system, as well as the indications for device replacement and revision and the surgical process.

Because of the variety of indications for replacement of pacemaker or defibrillator generators, the approach to generator change or lead revision begins at the initial implantation of the system. Meticulous technique in the positioning of endocardial leads allows optimal programming of the pulse generator to reduce long-term battery drain, thereby prolonging the life of the generator.58 Careful lead positioning also reduces the likelihood of lead dislodgment that would require reoperation.49,50,59,60 Care with venous entry, lead fixation, lead-generator connection, pocket location, appropriate surgical plane, and handling of components enhances long-term pacing and sensing function. Ensuring that leads in the generator pocket are placed posterior to the pulse generator improves the likelihood of expeditious pulse generator replacement without lead damage. Bulkier defibrillator leads or lead headers may be placed in the same surgical plane next to the device instead of behind it. Ensuring that the pocket is of adequate size to accommodate easily the pulse generator and lead coils reduces the risk of damage to the leads in the pocket caused by excessive bending, which itself may result in lead fractures in a location separate from the anchoring sleeve, usually the most vulnerable area for lead breakage. Thus, the primary implanting physician prepares the stage for successful reoperation (Box 24-2).

image Special Considerations for Implantable Cardioverter-Defibrillators

Since the first surgical placement of an implantable cardioverter-defibrillator (ICD) in 1980,61 the role of ICDs in the management of patients with life-threatening ventricular tachyarrhythmias has become well established. Advanced indications have enabled widespread use of ICDs in clinical practice. Many patients outlive the life span of their first ICD generator. As with pacemakers, ICDs are prone to complications such as infection and malfunction, necessitating replacement or revision of the generator or leads. Although the approach to ICD generator change, lead evaluation, and reoperation can be extrapolated from the approach to pacemaker revision, certain aspects of ICD generator change and revision deserve special consideration. These include the need to upgrade to more complex lead systems or pacing modes (including cardiac resynchronization), lead malfunction in more complex lead systems that involve defibrillation as well as pacing, inadequate defibrillation thresholds, change of implantation site, and interchangeability of older devices and leads to newer models, or the interchangeability of components from various manufacturers. Each of these issues is addressed in this chapter in relation to special considerations for ICD devices.

image Patient Evaluation

Noninvasive Evaluation

Before performing a surgical procedure for pacemaker or defibrillator revision or generator replacement, the physician must document the need for intervention. Specific indications are approached with a well-defined plan of evaluation.

Documentation of Pacemaker Pulse Generator Battery Depletion

Most bradycardia pacemaker pulse generators provide direct or indirect indicators of battery depletion, documenting the need for enhanced follow-up, elective generator replacement, or incipient battery failure (end of service). Additionally, certain nonspecific indicators may alert the physician to early signs of battery wear (Box 24-3). Because most pacemaker patients are followed by remote monitoring systems more frequently than by full evaluation in the physician’s office, it is not surprising that battery depletion for permanent pacemaker patients is most often detected through remote recordings.6265 Remote evaluation of defibrillator systems also allows interrogation of device function and arrhythmic events, as well as battery capacity.6673

A change in magnet-activated paced rate remains the most common indicator of reduced battery output voltage for pacemakers (Box 24-4). Some pacemaker pulse generator models respond to declining voltages through a gradual reduction in magnet-activated pacing rate; reduced rates indicate the need for enhanced follow-up, with even slower rates indicating elective or obligatory replacement. Other models demonstrate an abrupt shift in the magnet-activated paced rate at the enhanced follow-up period or at the time of elective replacement. A demand mode switch from DDD to VVI (or a magnet mode switch from DOO to VOO) may occur at the elective replacement time or as an obligate replacement indicator for dual-chamber systems before complete battery failure. Inability to reprogram the device, inaccurate measurement of lead impedances, and an automatically reprogrammed reduction in data storage capabilities to preserve battery life may also occur as the generator approaches end of service.

Other, secondary parameters suggest gradual battery depletion and can be interrogated remotely. The usual battery impedance in a new pulse generator is less than 1000 ohms (Ω). As pulse generator batteries deplete, internal battery impedance increases, providing a secondary indicator of the impending need for replacement (Fig. 24-1). Replacement is not required, however, until more definitive indicators appear, such as a change in magnet-activated pacing rate, a specific elective replacement indicator voltage, or mode switch. The patient’s dependence on the pacing functions of the device needs to be considered when timing the generator replacement. For example, a patient with complete heart block may not tolerate a mode switch to an asynchronous VVI pacing mode at the elective replacement time.

Telemetered battery depletion curves or battery status screens (Fig. 24-2), internal calculations of anticipated device longevity at current programmed settings, and a general knowledge of the expected performance of various generators all assist in anticipating a pacemaker generator’s end of service. Ultimately, loss of sensing and pacing capabilities occurs with battery exhaustion. The rate of battery depletion may accelerate as the device reaches end of service, making timely replacement in dependent patients very important.

Indicators for Replacement of ICD Generators

Precise longevity of ICD battery systems is more difficult to predict because the rate of defibrillator generator depletion depends on the (1) frequency of bradycardia pacing, (2) delivery of high-energy shocks to terminate tachyarrhythmias, and (3) data storage. Nevertheless, documentation of ICD battery drain remains crucial to evaluation of the safe function of the defibrillator system.

Manufacturers have developed relatively straightforward methods to document impending ICD battery depletion, which fall into three major categories: (1) a measurable reduction in battery voltage (V) or remaining charge (mAh, milliamphours) that can be acquired through telemetry, (2) an increase in measured charge time to a level that indicates the need for elective replacement, and (3) various device-specific markers that indicate a particular degree of pulse generator depletion. Measurement of charge time to a maximal voltage on the device capacitors is the earliest method used for estimating the remaining longevity of an ICD. Most early systems included such markers. However, this method of determining elective replacement time requires fully charging the capacitors, which may necessitate an office visit, or determining the charge time from a capacitor recharge that may have occurred weeks earlier because of programmed automatic capacitor maintenance. Charge times can also be obtained if the device spontaneously charges and delivers therapy at maximum output, but this process does not always occur opportunely between office visits.

Reduced battery voltage provides a readily useful method of determining generator depletion; the value can be obtained telemetrically. This method is now the most common for marking elective replacement time and end of service for ICDs. Specifically, telemetered voltage can be obtained on initial interrogation of the device and is remotely retrievable in most ICD devices.

Some specific ICD models use battery voltage to produce labels that indicate the beginning, middle, or end of service for pulse generators. These labels can be obtained directly through interrogation of the device in the office. End of service may also be clearly indicated graphically (see Fig. 24-2).

Regardless of the method used by the device to document end of service, the clinician has the responsibility to increase the frequency of follow-up visits as the unit nears elective replacement time, to ensure continued safe function of the system, protection of the patient from tachyarrhythmias, and bradycardia support if required. In the event that the patient receives frequent shocks just before the anticipated need for device replacement, elective replacement may occur earlier than originally planned.

Documentation of Lead Malfunction

A variety of causes of lead malfunction require reoperation,515774 from primary lead dysfunction to premature battery depletion as a result of excessive current drain (see Box 24-1). Primary lead malfunction may result from outer insulation break,7581 inner insulation break in a bipolar coaxial lead,82,83 lead conductor fracture,17,19,8486 or lead dislodgment.49,50,59,60,87 Current drain may be increased by (1) high pacing thresholds46,8890 through a need to increase output voltage, (2) failure to optimize generator output for long-term pacing after lead maturation, or (3) inner insulation break with a resultant low pacing impedance. All these scenarios can result in premature battery depletion. Before reoperation for lead malfunction is performed in these patients with primary lead malfunction, the physician should consider upgrading or replacing the pulse generator, especially if the battery is old.

Lead malfunction can usually be documented by noninvasive telemetric evaluation or remote monitoring.63,6673,91 A measured bipolar pacing lead impedance less than 200 Ω suggests an inner insulation break between the two coaxial pacing coils. An outer insulation break may be the result of lead wear or may have been inadvertently caused during surgery, especially with generator replacement; an inner insulation break between the two coils of a bipolar system occurs most often at the subclavian insertion site as the result of crush injury to the lead, especially with leads inserted into the subclavian vein and tied securely in a medial position in patients with a tight clavicular–first rib space. Telemetry for lead diagnostics may demonstrate markedly low bipolar pacing impedance in patients with an inner lead insulation break. The impedance may vary with manipulation of the pacemaker, which causes intermittent short-circuiting of the two lead conductors (Fig. 24-3).

High pacing lead impedance (generally >1200 Ω) may be the result of lead conductor fracture or an incomplete circuit caused by a loose lead pin–pulse generator connection. Rarely, this may occur with fractures of conductors inside the pulse generator header. The introduction of high-impedance leads makes it essential to compare the impedance at implantation with follow-up impedance measurements and with established acceptable impedance ranges for each lead. Depending on the point of discontinuity, lead impedance may vary with manipulation of the pulse generator or with respiration. Lead conductor fractures may be evident on chest radiographs or fluoroscopy; however, absence of visual evidence does not exclude conductor fracture. A break in the connection of the lead to the generator, or within the lead itself, can produce intermittent loss of energy delivery to the heart, which in turn results in absence of pacemaker spikes. Undersensing, or oversensing caused by lead “chatter,” may also occur with lead conductor fracture (Fig. 24-4). Most recently, this scenario has occurred with a recalled high-energy ICD lead system.92

image

Figure 24-4 Oversensing in antitachycardia device.

Sensing of diaphragmatic myopotentials during periods of deep inspiration can lead to inappropriate triggering of the antitachycardia functions of an implantable cardioverter-defibrillator (ICD). These tracings are recorded from an ICD placed with a passive-fixation Endotak endocardial lead that incorporates integrated bipolar sensing and pacing between the right ventricular apical (RVA) high-energy shocking coil and the lead tip (Boston Scientific). Surface electrocardiogram (ECG), rate-sensing electrograms (EGMs), and marker channels all record spurious signals that represent inappropriate sensing of extracardiac electrical potentials. The frequency of these signals is high, and they occur after paced events as well as after sensed events. Pacing increases the gain of the device to avoid undersensing of low-amplitude signals of ventricular fibrillation, but it also increases the possibility of sensing extraneous noise. An underlying paced rhythm exists at a cycle length of 857 msec, but even this is altered by oversensing. The first paced complex (VP 857) is followed by two inappropriately sensed events (VS 650 and VS 648) that inhibit ventricular pacing output. Because the next native QRS complex occurs close to an inappropriately sensed signal, it is interpreted by the device to represent sensing in the ventricular fibrillation zone (VF 176). After that, another myopotential is inappropriately sensed (VS 729), and the native QRS is again sensed in the VF zone (VF 146). Finally, three sequential paced events occur at intervals of 857 msec, despite the presence of spurious electrical signals, which are not of sufficient amplitude to trigger sensing. Repetitive events such as these could lead to inappropriate antitachycardia therapies or prolonged periods of inhibition of pacing. This lead was extracted and replaced with an active-fixation endocardial Defibrillation (DF) lead positioned distally on the lower interventricular septum.

Lead dislodgment produces intermittent noncapture or failure to sense that may be related to respiration. Pacing thresholds needed to achieve consistent capture may rise significantly. Lead impedance increases or remains unchanged. Fluoroscopy may demonstrate a loose or displaced lead tip but is not always diagnostic.

Special Issues for ICD Leads

The ICD lead remains the weak link in the ICD system. Oversensing caused by diaphragmatic impulses or extraneous signals may inhibit pacing therapy or lead to inappropriate delivery of “treatment” for presumed ventricular tachyarrhythmias that actually represent noise sensing.93,94 Further, although fracture and degradation of leads have become less common with transvenous (vs. epicardial) ICD lead systems, these problems nevertheless occur with some frequency, necessitating reprogramming or reoperation.95 Conductor fractures resulting from specific lead design issues have led to recalls and the need for reoperation in patients who experience a lead fracture92 (Fig. 24-5).

Depleted battery status is readily evident on routine ICD follow-up both in the office and remotely (as described previously), and integrity of the ICD high energy coils can be evaluated easily in most current devices. High shocking-electrode impedance measurements may indicate lead conductor fracture or a lead-generator interface problem.

Measuring high-energy electrode impedance in early devices required delivery of a shock, either to treat a clinical tachyarrhythmia or as part of a noninvasive testing protocol. As a result, about 10% of patients undergoing ICD generator replacement because of battery depletion were found to have a previously undetected sensing or defibrillation system failure.96,97

Noninvasive indicators of lead malfunction almost always occur before surgery; nevertheless, the operator should always test the lead system carefully during a battery replacement procedure and must be prepared to deal with malfunctioning leads at the time of generator change. Manipulation of a lead in a pocket may uncover a previously undetected conductor fracture. Newer systems automatically measure high-energy lead impedance at office or remote device interrogation, similar to standard pacing and sensing electrodes. The lower-energy impulses delivered by these devices may be more sensitive to the detection of microfractures than higher-energy shocks.

Determination of Pulse Generator-Lead Interface Malfunction

Pulse generator–lead interface problems may be grouped into three categories: (1) loose, incomplete, or uninsulated connections; (2) reversal of atrial and ventricular leads in the pulse generator connector block (for ICDs, reversal of shocking electrode polarity may also occur); and (3) pulse generator–lead mismatch.98,99

A loose pace/sense lead connection is apparent with noninvasive testing. The device may fail to deliver pacing spikes when appropriate, may intermittently fail to sense, or may oversense as a result of chatter caused by intermittent contact with the set screw. Oversensing can result in inappropriately high tracking rates or inhibition of ventricular output. Capture or sensing problems may be exacerbated by manipulation of the device. An uninsulated connection most often produces current leakage (an electrical short circuit in the system) that inhibits pacing or sensing. Leakage can occur if a set screw is not properly insulated or tightened, or if sealing rings on the lead header do not prevent body fluid from oozing into the pulse generator connector block around a loosely fitting lead. Leakage around lead header sealing rings may result from a loose lead connection or lead–pulse generator mismatch.

Lead impedance in pulse generator–lead interface problems varies, depending on the specific situation. A loose, unconnected lead that remains in the pulse generator connector block, so that lead header sealing rings prevent fluid from entering, causes a break in the electric circuit and a very high impedance. If fluid enters the pulse generator connector block around a loose lead or at the level of a set screw and maintains contact with body fluids, the short circuit can produce very low measured impedance. As with lead fractures, impedance can vary with manipulation of the device.

Reversed lead connections (atrial lead in ventricular port, or vice versa) should be evident before the patient leaves the implantation laboratory, allowing immediate correction. Some atrial and ventricular leads are marked to enable easy identification, especially preformed, passive atrial J leads and straight, passive ventricular leads; however, “generic” leads may be placed into both chambers, especially straight screw-in leads, which may not be so labeled. Likewise, most atrial, left ventricular (LV), and right ventricular (RV) lead pace/sense headers for insertion into ICD ports are all of the International Standard IS-1, so the implanter must exercise care in placing these leads properly into the appropriate locations in the ICD generator connector block. It is also possible, in patients whose pacemaker or ICD remains inhibited because of native electrical activity, to see no pacing spikes initially after implantation. To be certain that the pulse generator–lead system functions appropriately immediately after implantation, the device should be programmed to an atrioventricular (AV) delay shorter than the intrinsic P-R interval, and the device should be checked with a programmer after the leads are attached to document appropriate function. Caution exercised at implantation should avoid reversed leads; for example, we always connect the ventricular lead first to ensure pacing in the proper chamber.

Beyond ensuring the presence of adequate and appropriate lead connections to the pulse generator, the battery connector block and leads must be compatible (see later).98102 This issue is less important with the standardization of new lead models used for device upgrades or generator replacements. However, incompatibility can result in fluid leakage or loose connections, with resultant loss of pace/sense or shocking capabilities, requiring reoperation.

Detection of Need for Reoperation for Other Reasons

Other indications for pacemaker or ICD generator replacement or lead revision generally become apparent through careful patient evaluation (see Box 24-1). Abrupt pulse generator failure with no antecedent sign of battery depletion is rare but can occur, producing symptoms in pacemaker-dependent patients. In others, abnormal pacing output or rate, lack of pacing output, or inappropriate sensing from generator malfunction may be detected by remote interrogation or in the office.27 Of particular importance to patients with ICDs are the risks of no output when required to terminate tachyarrhythmias, inappropriate shocks from oversensing of diaphragmatic or lead chatter artifact (see Fig. 24-5), and oversensing of extraneous electromagnetic signals, such as surveillance systems or high-voltage generators, which can be sensed as ventricular fibrillation or can inhibit ventricular pacing output. Cellular telephones rarely present substantial interference because of variations in signal frequency.103106

Development of pacemaker syndrome in patients with implanted ventricular demand (VVI), ventricular rate-responsive (VVIR), or atrial rate-responsive (AAIR) pacemakers presents another indication for device revision. This need should be apparent from history and physical examination, although confirmatory blood pressure or cardiac output measurements may be required. Pacemaker syndrome occurring with an implanted functioning dual-chamber pacemaker with normal lead function must be managed by reprogramming.107110

Interchangeability of Products from Different Manufacturers

Early ICD leads from different manufacturers were compatible only with ICD pulse generators from the same manufacturer. This is especially evident when replacing generators that used LV-1 leads (Fig. 24-6). For later models, manufacturers have adhered to standard header designs for ICDs, including IS-1 ports for both atrial and ventricular pace/sense leads. Defibrillation ports now also follow a standard for defibrillation lead headers, DF-1, a 3.2-mm unipolar lead head with sealing rings (Fig. 24-7). The newest agreed-on IS-4 standard, which provides four electrical connections combining the functions of a bipolar pace/sense connection with up to two high-voltage connections, should reduce some of the confusion. However, there are two approved IS-4 connections with limited distribution at this time, one for devices with and one for devices without high-voltage (defibrillation) capacity. Eventually, this situation should simplify connections, except when extra leads for defibrillation are required in individual patients, which would require an adapter to connect to the IS-4 lead111 (Fig. 24-8).

For procedures involving early, nonstandard ICD connector blocks, however, the operator must be familiar with the existing system of leads and generator in the patient before surgery, and technical support from the manufacturer may be required at operation. A full range of adapters, or various pulse generator header designs, to mate a replacement generator to the existing leads, must be available. Ensuring tight and proper connections between the generator and the lead, and with any adapters and lead extenders, avoids malfunction and current leak. Although early adapters used an uncured medical adhesive to seal set screws in the connector block of the device, some newer adapters use set-screw seals similar to those found in pacemaker pulse generators.

Special Indications for Replacement of ICD Generators

As outlined in Box 24-1, the ICD generator may need to be replaced for other reasons, as discussed here.

Malfunction of Generator with or without Lead Malfunction

Hardware or software errors in the ICD generator, or more often malfunctioning ICD leads, may result in the need to revise the ICD system. The overall reported incidence of lead-related complications has ranged from 2% to 28%.112,113 These complications typically manifest as inappropriate shocks resulting from oversensing of noise; noise sensing from chatter caused by a fractured conductor has led to inappropriate shocks and pacing inhibition in some patients implanted with specific Medtronic high-energy electrodes (see Fig. 24-5). Alternatively, ineffective shocks caused by shunting of defibrillation energy from an inner insulator breach may lead to a low impedance route for high energy to be delivered directly back to the pulse generator and can cause pulse generator failure. Replacement of the ICD pulse generator may be indicated in each of these scenarios, in conjunction with lead revision or extraction, because of premature battery depletion, pulse generator failure, or to avoid another operation in the near future if the battery is already partially depleted.

Upgrading to Higher-Energy Device or Addition of Hardware for Inadequate Defibrillation Threshold

An elevated defibrillation threshold (DFT) detected through noninvasive testing or at elective generator replacement may require a change in hardware configuration. Options include placing a generator capable of delivering higher defibrillation energy to respond to an elevated DFT (although most current devices can do this), waveform adjustments,114 repositioning the right ventricular apical (RVA) shocking electrode, or the addition of various other lead systems, including superior vena cava or azygos vein coils, or subcutaneous coils, arrays, or patches to better distribute current around the heart to reduce the DFT,115122 lowering shock electrode impedance for higher current delivery.

Reoperation may be required for antiarrhythmic drug changes that lead to substantial alterations in the DFT, although elimination of the offending medication provides a more straightforward solution.123,124 Also, the drug may be changed to an agent that lowers DFT, or a class III medication may be added to reduce DFT.125

Upgrading to Incorporate Dual-Chamber Pacing Capability

Although the DAVID trial and substudies indicated that there was detriment to RV pacing in ICD patients, the DAVID-II trial indicated that atrial pacing to maintain chronotropic competence does not increase heart failure or mortality. This is especially important in patients with congestive heart failure or coronary artery disease who require beta blockers. Upgrading to a dual-chamber device along with generator change can require considerable deliberation when substantial hardware is already in place. Several scenarios may be encountered, each with unique potential solutions.

The patient may have a previously implanted abdominal single-chamber ICD with an epicardial or endocardial lead system. In this situation the operator has two options: (1) place an endocardial atrial pacing lead through the subclavian system and tunnel the lead subcutaneously to the abdominal pocket, while upgrading the device to a dual-chamber ICD, or (2) abandon the abdominal ICD, and place an entirely new AV sequential ICD system in the pectoral area.

The advantage of long-term stability of thresholds for endocardial pace/sense leads favors the approach of adding an endocardial atrial lead and tunneling it to the abdomen. However, this also requires that the lead be long enough to tunnel to the abdominal site, making manipulation and positioning of the lead in the atrium more challenging. Alternately, a lead extender may be attached to a shorter lead, but the adapter adds another weak link. Further, this approach requires opening both the abdominal pocket and the subclavian site simultaneously, which could raise the risk for cross-infection of the abdominal site, eventually requiring extraction of a very old endocardial or epicardial ICD lead system. We clearly prefer not to have two pockets open at the same time, especially when one involves an epicardial lead system, where infection could be disastrous.

Abandoning the abdominal site altogether is preferable. The new pulse generator and lead system are placed in the pectoral area, preferably on the opposite side to avoid any chance of infecting a preexisting chronic endocardial lead, and DFT testing is performed at implantation. The previous abdominal pocket remains closed during this operation, eliminating the possibility of cross-infection between sites. The abdominal generator may be turned off and left in place, or it can be removed some time after implantation of the new system, preferably during a separate procedure.

Upgrade to Biventricular, Cardiac Resynchronization System

Upgrade to a biventricular (BiV) cardiac resynchronization system has become one of the most common indications for ICD reoperation, either as a de novo device upgrade or at the time of generator replacement.3543126 Upgrade requires generator replacement and insertion of a new coronary sinus (CS)/LV electrode. We perform venography to ensure patency of the vasculature for the new lead if any difficulty is encountered in accessing the axillary vein. Understanding the venous anatomy is critical to making the correct surgical decision. If the subclavian/axillary venous system is occluded, options include lead extraction to produce a conduit or placing the CS lead on the opposite side and tunneling it across the chest to the pulse generator. Implantation of the new lead and device often requires a pocket revision to accommodate the larger generator. Surgical aspects for upgrade to a BiV system are addressed later.127131

Complications of Pacemaker or ICD Implantation That Require Reoperation

Reoperation may be required for complications resulting from the initial implantation procedure.13,132139 Indications include large pocket hematomas or effusions, cardiac chamber perforation by a lead, or a need to reposition the pulse generator. Most small to moderate hematomas resolve; the risk of secondarily introducing infection through reoperation or aspiration should be avoided as much as possible. Large hematomas or effusions that do not resolve and that compromise the blood supply through pressure on the overlying skin require evacuation followed by primary closure, because the pocket cannot be left open with a device in place.

Bolus dosing of heparin, use of enoxaparin, and large loading doses of warfarin should be avoided to reduce hematoma risk. We continue warfarin at full anticoagulant levels for all generator replacements and for lead revisions on patients in whom there is an increased risk of discontinuing anticoagulation.140

Pocket twitch (due to lead insulation break, loose lead-generator connection, or exposed set-screw), diaphragmatic pacing, or skeletal muscle stimulation or myopotential inhibition141 may require surgical intervention if such problems cannot be solved by reprogramming.

Identification of Pulse Generator Make and Model

The most straightforward means of identifying a pulse generator is to obtain information directly from the patient (Box 24-5). An identification card specifies the type of device, model and serial number, implantation date, name of implanting or monitoring physician, and lead model and serial numbers. This information may also be obtained from records from the manufacturer, implanting or monitoring physician, transtelephonic or remote service that monitors the patient, or institution where device was placed. If none of these is helpful, alternative methods must be used to identify the pulse generator. Identification of the make and model of the existing pulse generator is crucial to determining its true functional status and, with earlier leads, to have the necessary information to select a compatible replacement or upgraded device. In the rare case of a pulse generator that cannot be identified before surgery, the implanting physician must have a full array of leads, generators, and adapters available at reoperation.

Magnet Response

The response of a bradycardia pacemaker pulse generator to placement of a magnet can assist in the identification of its manufacturer (see Box 24-5). Pacemaker pulse generators respond to magnet application by entering a fixed-rate, single-chamber or dual-chamber pacing mode corresponding to the type of generator and the programmed mode. Magnet rates vary among manufacturers and may provide a clue to the origin of the device. To undergo a magnet-activated test, the patient must be connected to an electrocardiographic recorder before the magnet is applied and must remain connected until after the magnet is removed. The first few paced complexes after magnet application may occur at a rate or output other than that seen later in the recording, providing identification data as well as information regarding the integrity of the pulse generator and lead system; for example, the delivered pulse width may be reduced during the first few paced complexes to ensure that capture still occurs with an adequate safety margin, the “threshold margin test.” Furthermore, with constant magnet application over the pacemaker, some devices continue to pace at a fixed rate, whereas others cease pacing after a programmed number of intervals. Devices temporarily reprogrammed to a backup mode by electrical interference (e.g., electrocautery during surgery) may exhibit unusual magnet responses.

Radiographic or Fluoroscopic Identification of Pulse Generator

Pacemaker and ICD pulse generators can be identified from their appearance under radiography, the most helpful method for identifying unknown devices. The shape and size of the generator may characterize a particular manufacturer (e.g., square, oval, elongated ellipsoid, round), although pulse generator shape can vary significantly from one model to another, even in those by the same manufacturer. Considering that the life span of some pacemaker devices may exceed 10 or 12 years, various shapes and sizes will be encountered. More specific to identification of the pulse generator are radiopaque markings placed near the connector block that code for manufacturer and device model. These markings appear most clearly under magnified fluoroscopic or radiographic examination when the device is positioned perpendicular to the x-ray beam (Fig. 24-9). The shape and orientation of internal components, which can often be identified radiographically, provide further clues to the device type, manufacturer, and model. Comparison of these radiographic features (size/shape, identification markings, internal components) with compiled x-ray photographs available from manufacturers facilitates identification of the pulse generator. Finally, an attempt to interrogate a pulse generator with a cadre of different programmers may identify the pulse generator, unless the battery is so depleted that telemetry communication is not possible.

Radiographic or Fluoroscopic Identification of Leads

Radiographic examination of leads serves two purposes.142 First, it allows the physician to ascertain the presence of unipolar versus bipolar distal electrodes and the fixation mechanism. Distal active-fixation screws may often be seen directly on radiography, whereas passive-fixation leads have a bulbous tip. Second, radiographic examination may identify lead conductor fractures in which the conductor has clearly separated, leaving a gap, especially with magnified views (Fig. 24-10). Lead information of this sort is important for programming, for selecting an appropriately compatible generator, and for identifying leads for extraction. Fluoroscopy also gives some indication of the degree of fibrosis evident through the real-time motion of the lead and surrounding calcification, information that could be useful if extraction is required.

Radiography of leads involves an examination of the insertion site (e.g., subclavian, axillary, cephalic, jugular, or epicardial), acute bends or fractures in the lead, the location of lead coils beneath the pulse generator (in the event they need to be freed for lead repositioning or extraction), the position of the pulse generator connector block, and a general preview of the character of the connector block–lead interface (Fig. 24-11; see also Fig. 24-9). The lead should be examined fluoroscopically throughout its course for kinking, fracture, or excessive tension as well as for fixation at the distal tip. A thorough radiographic examination of lead integrity and pulse generator–lead interface before reoperation in pacemaker and ICD patients can save much distress when the pocket is opened.

Invasive Evaluation

After as much information as possible has been gathered noninvasively about the hardware of the pacing system and the functional status of all its components, further invasive evaluation occurs at the time of reoperation. Invasive evaluation does not supplant noninvasive analysis but adds to it. Invasive evaluation involves (1) measuring the functional capacity of implanted leads, (2) examining the structural integrity of leads and the lead-generator interface, and (3) venography.

Measuring Functional Capacity of Implanted Leads

One of the most crucial parts of invasive analysis during reoperation involves measurement of pacing and sensing capabilities in existing leads. Vigorous noninvasive evaluation should provide the operator with valuable information on lead viability and functional status,51,58,64,79,91 although verification of lead integrity and precise DFT determination must be performed at the surgical procedure. If surgery is undertaken for pulse generator replacement, demonstrating viability of existing leads is vital to the appropriate long-term performance of the new battery. Surgery for lead repair or revision itself involves extensive testing of chronic leads to confirm the lead as the source of malfunction, ensure normal operation of other leads, and evaluate new leads for optimal positioning inside the heart.

After the pacemaker or ICD pocket is opened, the pulse generator is disconnected from the leads to enable testing of lead sensing and pacing functional capacity.143 The lead must be disconnected from the pulse generator cautiously in pacemaker-dependent patients. To avoid prolonged ventricular asystole, the operator must be prepared to connect the lead immediately to a cable attached to a functioning external pacing system (Fig. 24-12). The external device should be activated and should be delivering pacing impulses before the ventricular lead is disconnected from the pulse generator in a pacemaker-dependent patient. Alternatively, although usually unnecessary, a temporary pacing wire may be placed before disconnecting a lead in a pacemaker-dependent patient; however, such additional instrumentation may increase the risk of infection. As always, the operator must exercise care not to cut the lead.

image

Figure 24-12 Reattaching pulse generator in pacemaker-dependent patient.

A, Unipolar pacing. Connection of the ventricular lead to temporary pacing cables at generator replacement. This is the unipolar configuration to allow pacing off the distal tip electrode with a ground to the subcutaneous tissues, particularly useful in pacemaker dependent patients. The positive pacing cable (red) can be already connected to a stable grounding location at the time the ventricular lead is removed from the generator; the distal tip of the lead is then quickly connected to the negative pacing cable (black) to prevent prolonged asystole. Following this connection, the red cable can then be repositioned on the proximal electrode of the lead to check bipolar pacing parameters. B, Reconnecting ventricular lead. After the bipolar lead is tested, the red cable is again attached to the grounding location. The torque wrench is inserted into the distal port of the ventricular channel of the new pulse generator to be ready to tighten. After disconnecting the black cable, an assistant quickly inserts the lead electrode into the header of the pulse generator, and the torque wrench is tightened. Even if there are two set screws, there is enough contact with the proximal electrode in the header of the pulse generator to enable bipolar pacing. C, Tightening torque wrench on distal electrode. After tightening the distal set screw, the proximal set screw is tightened, and the red cable is no longer required. Placing the atrial lead in the atrial port and tightening those set screws completes the connections to the pulse generator.

Testing the Sensing and Pacing Capabilities of Long-Term Leads

Another crucial aspect of invasive testing involves measurement of pacing and sensing thresholds in long-term implanted pacemaker and ICD leads. Most leads show some deterioration in pacing and sensing thresholds during the first 4 to 8 weeks after implantation, then reach a relatively stable level for the long term.46,88 However, thresholds may continue to increase over time, a change that may now be recognized by remote monitoring. The change in threshold from baseline was greatest with active-fixation, non-steroid-eluting leads; threshold increases are reduced with passive fixation and steroid elution on all lead types. Noninvasive testing should alert the operator to the usefulness of long-term leads, but invasive testing and inspection confirm their functional utility.

Both atrial and ventricular leads must be tested. If bipolar, leads should be evaluated in both unipolar and bipolar configurations. After connecting the external pacing analyzer to the lead, the clinician determines pacing and sensing thresholds and lead impedance. The voltage pacing threshold at a fixed pulse width is recorded as the threshold that produces reliable capture. Pacing lead impedance is best determined at an increased output voltage (e.g., 5 V) to ensure accuracy.

Low-voltage pacing thresholds are desirable for long-term leads. This allows programming of the pulse generator output to a reduced level, enhancing battery longevity. For chronic leads that have been in place for several years, the operator may decide to accept a pacing threshold (at 0.5-msec pulse width) of up to 2.5 V because this still allows two times the pacing safety margin for most pulse generators. However, a pacing threshold of 2.5 V that occurs early after implantation (e.g., within 6 months) may not be acceptable. This suggests excessive early fibrosis around the lead tip and possible exit block and noncapture in the future if the pacing threshold continues to increase. Care at initial implantation helps ensure lower long-term pacing thresholds and improved sensing capabilities. Higher chronic thresholds may be more acceptable in patients with implanted autothreshold devices.

Thresholds for sensing likewise tend to increase after lead implantation but less so for newer steroid-eluting leads. Acceptable measurable intracardiac electrogram (EGM) amplitudes and slew rates depend on the maximum programmable sensitivity of the new pulse generator. For most systems, P-wave amplitude of 1 mV or more and R-wave amplitude of 3 mV or more constitute minimally acceptable long-term values. Such low amplitudes, however, leave little room for further deterioration in lead function. P waves of 1.5 mV or more and R waves of 5 mV or more provide an additional safety margin. If atrial or ventricular ectopy is present, the operator should determine EGM amplitude of ectopic complexes to ensure appropriate sensing by the pacemaker. In patients with paroxysmal atrial fibrillation, excellent atrial sensing may be required to detect atrial fibrillation reliably without signal dropout. Higher-amplitude EGMs are required for chronic unipolar leads to allow programming of lower sensitivities to avoid myopotential sensing.

Inadequate sensing or pacing thresholds at generator replacement are indications for placement of a new lead in the affected chamber. This may entail either capping an old lead and leaving it in place or removing it. The new lead can usually be placed through the same subclavian or axillary vein; although it is preferable to avoid having too many leads, especially more than four, pass through the same vessel, to reduce the chance of venous occlusion and thrombosis.144 A single new lead may also be placed through the internal jugular vein, external jugular vein, the contralateral subclavian or axillary vein, or deep into the innominate vein.145 The proximal tip can be tunneled to the original pocket to meet a second, functional long-term lead for a dual-chamber pacemaker system if required. Alternatively, an entirely new generator or lead system may be placed on the contralateral side.146 Lead extraction allows placement of new leads through a conduit produced by lead removal.

Examining Structural Integrity of Leads and Lead-Generator Interface

Visual inspection at surgery provides clues to lead integrity. Fluid inside the lead body suggests an outer insulation break but, especially in coradial pacing leads, does not necessarily mandate lead replacement. Fluid can be identified routinely in CS leads with an open lumen. Undue tension on the lead near the fixation site may cause kinking, conductor uncoiling, conductor fracture, or thinning of the electric insulator. A hazy appearance of the insulator surrounding an area of tension or repeated stress is common in earlier leads. This appearance represents surface erosion of the lead insulator and does not itself imply lead malfunction. However, the finding should alert the operator to potential lead damage in areas of stress to the insulation. An examination of the suture location ensures that the ligature remains around the suture sleeve, and gentle tension on the lead body ensures its fixation at the venous entry site. Visual inspection of the specific course of a coiled lead in the pocket may be hampered by a significant thickness of overlying capsule scar; fluoroscopy can assist in this regard.7578 Be ready for any surprise, such as a “twiddled” lead (Fig. 24-13).

Direct examination of the lead connector can assist in the identification of the lead model if not previously known.100102 This is particularly important for lead models that have excessive premature failure rates; such leads in the ventricular position should routinely be replaced in pacemaker-dependent patients.

Venography

Venography is usually required as part of the device replacement procedure. It plays an important role when insertion of replacement leads into the subclavian vein is difficult. Venography can ensure patency of the subclavian and superior vena cava (SVC) systems, demonstrate points of venous occlusion, and show the course of the axillary venous system for direct access.

Venography is indicated when the subclavian, axillary, or cephalic veins cannot be accessed (to demonstrate their locations), when the veins are accessed but a guidewire cannot be passed into the SVC, and when lead upgrade is required in the presence of long-standing prior lead implant durations. Inability to access the subclavian vein that carries a previously implanted lead suggests either an incorrect needle insertion angle or an occluded subclavian or brachiocephalic venous system.127131,147151 Finding an appropriate location to insert the access needle can be facilitated by advancing the needle fluoroscopically in the direction of the chronic electrode under the clavicle, with care not to damage the implanted lead. The vein should be approached with the bevel of the needle facing the implanted lead. If access is not possible, venography may provide better delineation of the course of the axillary or subclavian vein. In this situation, radiopaque dye must be injected distal to the veins to be visualized, that is, into the basilic or median cubital vein.

Occasionally, access to the axillary or subclavian vein is possible, but the guidewire will not pass freely to the SVC. If needle placement in the vessel is adequate, failure to pass a wire suggests proximal venous occlusion.128,147,152156 Venography demonstrates whether occlusion is indeed present and, if so, its site. Chronic venous occlusion may occur asymptomatically in conjunction with the development of collateral venous circulation around the shoulder. Delineation of the location and length of occlusion indicates to the operator an appropriate needle insertion site for placement of a new lead. It also ensures patency of the SVC. Dye is injected directly into the subclavian vein through the insertion needle; this local venogram gives the best opacification. Occlusion of the brachiocephalic system proximal to the junction of the internal jugular vein excludes the ipsilateral jugular system as an alternative site for a new lead. Alternatively, if the subclavian vein is occluded and the internal jugular vein remains patent, a new lead may still be placed using the jugular approach. Occlusion of the SVC precludes the use of any new endocardial lead placed from a superior site unless leads are extracted to produce a conduit.157 Although venoplasty is acceptable, stents should never be placed into veins without removal of preexisting leads, so as to avoid trapping the leads between a stent and the vein wall (Fig. 24-14).

A persistent SVC (which usually drains into the coronary sinus) makes placement of RV endocardial leads difficult or impossible.158,159 In some cases of venous occlusion, it may facilitate placement of a lead system.130 Venography defines the anatomy of the venous system in such a situation, which may be suggested by an unusual intravascular guidewire course. Finally, leakage of venography dye into perivascular tissues or into the pericardial space suggests vessel or cardiac chamber perforation, respectively.

The technique is performed by injection of 10 to 20 mL of radiopaque dye (a 50% dilution generally suffices) into a vein peripheral to the occlusion site. Fluoroscopy with permanent storage of cine images is necessary to evaluate flow.

image Surgical Considerations

Device replacement or revision in a tertiary care institution, with an active electrophysiology service following the patient for the long term, accounts for 30% to 40% of all pacemaker and ICD procedures. The timing of intervention depends on the specific indication. Most patients require reoperation for elective battery replacement or battery or lead revision, whereas 1% to 6% of patients return to the laboratory for other problems, such as pocket hematoma, pocket twitch, diaphragmatic pacing, and pocket relocation (see Box 24-1).

Elective Device Replacement or Revision

Most reimplantation procedures are either elective or performed for repair or replacement of prior devices. Preoperative blood analysis is performed. Aspirin and clopidogrel are not stopped before the procedure unless a compelling medical reason exists; stopping these medications can lead to myocardial infarction. Warfarin may be discontinued for 3 to 5 days for procedures in which the major vessels will be instrumented, although more frequently, patients receiving warfarin undergo implantation and revision, because the risk of hematoma development is much higher with heparin and enoxaparin than with warfarin.140

The patient fasts from midnight and receives preoperative antibiotics, usually being admitted on the day of the procedure. Elevated coagulation times may be corrected with fresh-frozen plasma if necessary. Procedures are routinely performed with local or regional anesthesia, supplemented by intravenous (IV) conscious sedation. For ICDs, the patient is given general anesthesia for ventricular fibrillation induction and DFT testing. Most institutions use a combination of a short-acting, amnestic benzodiazepine such as midazolam together with an IV narcotic for analgesia. Continuous electrocardiographic monitoring, pulse oximetry, and sterile preparation and draping are standard procedures. Preoperative antibiotics are administered intravenously. Midazolam provides excellent amnesia for the procedure.160

General Guidelines and Techniques

There is no substitute for careful surgical planning in approaching the established pacemaker pocket and gentle handling of the tissues. Perfect hemostasis, avoidance of a tight-fitting pacemaker or ICD pocket, and multilayered incision closure are the basic principles that help prevent future difficulties. These principles are similar to those required at initial implantation (see Box 24-2). To avoid induction of ventricular fibrillation, development of fibrosis at the lead tip, and damage to the generator itself, electrocautery must not be used directly over an implanted pulse generator with unipolar leads. This issue has become much less of a problem with the current exclusive implantation of bipolar leads. Electrocautery can be used safely during battery changes as long as the leads are not grounded to the patient, to avoid current shunting directly to the heart. Hemostasis at reoperation can usually be secured with electrocautery or direct ligature. Use of surgical absorbable cellulose or topical thrombin assists in treating persistently oozy pockets. Clinical judgment should be used in the application of various technical approaches (Fig. 24-15).

Specific Techniques

Local anesthesia is administered most frequently as 1% lidocaine infiltrated into the scar line from the previous procedure. Additional lidocaine may be given under direct vision once the capsule of the pocket has been defined.

The surgical incision is placed directly over the previous incision. The skin and subcutaneous tissues are opened with sharp dissection, which is required to penetrate the tough scar tissue and dermal layer. Deeper dissection with Metzenbaum scissors or electrocautery is carried out to delineate the pacemaker capsule. Once the pocket is reached, the fibrous capsule is sharply incised and then extended under direct visualization of the implanted pulse generator and leads. The capsule must be opened far enough to allow extraction of the pulse generator and lead connector assembly without undue force. The posterior capsule should be carefully dissected away from the leads to allow mobility. Access to leads and generator may be facilitated through the use of self-retaining retractors. Extreme care is required throughout the procedure to preserve the integrity of the leads and lead connectors; they must not be punctured with anesthetic needles or cut with blades or scissors. If electrocautery is used to remove tissue from the leads in dissecting them from scar tissue in the posterior capsule, the probe must keep moving over the lead so as to not overheat the lead insulation and thereby damage it. Leads with very thin insulation, including coradial leads and most coronary sinus electrodes used with BiV systems, are more prone to heat damage from electrocautery because of their thin outer insulators (Fig. 24-16).

Once the generator is delivered out of the pocket, the leads are disconnected and analyzed. Leads from pacemaker-dependent patients need to be expeditiously reconnected to an external pacemaker (see Fig. 24-12). Unipolar pacemaker leads require direct grounding to subcutaneous tissue; the active part of the unipolar generator must remain in contact with the patient before the lead is disconnected. Grounding can best be accomplished through a large-surface-area ground electrode placed directly into the open pocket. Making contact with this electrode onto the active surface of a unipolar pulse generator allows the generator to be removed safely from the pocket before the lead is disconnected, even in a pacemaker-dependent patient.

After being secured to temporary pacing cables, leads can be completely freed of adhesions up to their entry point into the subclavian vein, if necessary, to examine lead integrity or for extraction. We use low-energy electrocautery sparingly to dissect the leads free of adhesions, because the scar tissue could be especially tough and adherent to lead structures. If lead replacement or repair is not necessary, and if the function of previously implanted leads is adequate, dissection of the complete course of each lead may not be necessary, as long as lead connector mobility is sufficient to attach it to a new pulse generator without tension (Fig. 24-17).

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Figure 24-17 Debridement of ICD pocket.

A, Debriding the scar. Debridement of scar tissue from the posterior aspect of an ICD capsule. The scar tissue is thick, dense, and relatively avascular. Cautery is a safer method to remove scar from the leads than is sharp dissection or the use of surgical scissors. Removing dense scar tissue increases the vascularity of the pocket, enabling white blood cells to enter if required and allowing absorption of serous fluid to prevent the development of a seroma, which would make an excellent culture medium. B, Posterior capsule scar. Leads from the same patient as in A, embedded in scar tissue of the posterior capsule of the ICD pocket. Debriding this area improves pocket vascularization and reduces pocket bulk. It also allows for a connection of the leads to the new pulse generator with reduced tension. Finally, it is not possible to place an identical-size pulse generator in a preexisting pocket without expanding it; otherwise, excess tension can occur on the borders of the pocket and lead to erosion. C, Posterior capsule. Debriding scar tissue from over the leads seen in B. Gentle electrocautery directly over the lead insulators can be performed safely. D, Caution: crossing leads. Caution must be maintained to watch for crossing leads. Thus, the cautery pen needs to keep moving, with any resistance to motion being recognized as a possible crossing lead. E, Total capsule scar removed. The total amount of scar tissue is removed from the debrided pocket. It is avascular and dense and does not contribute to healing.

Lead malfunction or upgrade from a single-chamber to a DDD pacemaker system or to a BiV system may require placement of an additional lead. If a previously implanted lead is extracted through an occluded vessel using a dilating sheath, a guidewire can usually be inserted into the vascular system through the extraction sheath to maintain a conduit for replacement. In other cases, repeat axillary or subclavian venipuncture, brachiocephalic cutdown, or an internal jugular approach provides an alternative means of inserting a new lead. If new leads are placed through the same subclavian system by direct puncture, the operator must be careful to avoid lead damage.

After the old pulse generator has been detached from leads and lead integrity and functional status have been ascertained, a new pulse generator can be attached. The principles of generator-lead compatibility must be maintained. Redundant lead coils are placed posterior to the pulse generator, and the pocket is closed with at least three layers of absorbable suture—two subcutaneous and one subcuticular. ICD leads may be tested for defibrillation threshold before, or concomitant with, final pocket closure.

At generator replacement or revision, the old capsule should be incised or removed. We open the capsule in a medial and inferior direction because (1) a new device, even if an identical model to the one removed, will never fit perfectly in the original pocket without tension, and (2) doing so allows for absorption of fluid and fresh blood flow, which are not possible if the relatively avascular capsule is left intact. This reduces the risk of infection, which is higher at generator replacement than at initial device implantation161 (Fig. 24-18).

In very thin patients, subpectoral or axillary locations may be required. The physician can access the subpectoral plane by locating the junction between the sternal and clavicular heads of the pectoralis major muscle and making entry at that point, taking care to avoid damage to penetrating neurovascular bundles. As a secondary approach, the deltopectoral groove can be similarly approached. Alternatively, the muscle fibers of the pectoralis major can be teased apart longitudinally to allow entry to the subpectoral plane. Axillary subcutaneous placement of a pacing device is generally avoided because of the possibility of lateral migration of the device, which can be uncomfortable for the patient and, especially with larger ICDs, can lead to erosion. When required, however, the axillary location can be entered through direct extension from a subclavian pocket or through a separate axillary incision.162 The device may be secured in placed in a subpectoral location at that site for more stability (Fig. 24-19). The abdominal wall, subcostal, intrathoracic, and transiliac positions represent other alternatives for a replacement pulse generator.163 Nevertheless, a subcutaneous prepectoral approach is appropriate in most patients for both pacemaker and ICD reimplantation.

Upgrade to Biventricular System

Upgrading to a BiV pacemaker or ICD involves the addition of at least one lead to a system that already contains one or two leads, sometimes more if there are abandoned leads. Venous access and patency are the first issues.

Venous Access

The need for adding a CS lead to a preexisting pacing or ICD system requires venography to document venous patency. Discovering that the ipsilateral vessel of choice is occluded after the pocket is opened, and not being prepared to extract a lead to form a conduit for implantation or have the other shoulder prepped for access and tunneling, may compromise sterility when these course adjustments need to be made during the procedure. Despite advances in lead technology, a substantial proportion of implant vessels occlude chronically, often unrecognized before revision. A prominent subcutaneous venous pattern may be a marker for reduced flow, but venography is required to document the degree, length, and location of stenosis or occlusion and local options for venous access, if any.

Current lead extraction guidelines recommend that no more than four leads pass through either subclavian vein, and that no more than five leads pass through the SVC.144 Lead extraction is indicated to prevent vascular overload and occlusion. After extraction, with fewer leads in place, standard axillary or brachiocephalic access techniques can be used to place an additional CS lead. In the event of upgrade from a pacemaker to a BiV ICD, an additional high-energy lead is also needed, so extraction of the preexisting ventricular pacemaker electrode may be indicated. The simple addition of a CS lead in a patient with a patent ipsilateral vessel is straightforward. Rarely are the other leads affected or dislodged; placing straight stylets down each of the existing leads while the CS lead is added gives the preexisting leads additional security, especially if relatively new.

image Generator Lead Adaptability

Lead Connectors

Replacing a pulse generator onto one or more chronic leads requires that the pulse generator connector block be compatible with the proximal lead tip.100102 Through years of development by multiple manufacturers, pacemaker leads have evolved to an International Standard (IS-1) proximal lead connector configuration, which consists of (1) a 3.2-mm lead connector with a short pin that is electrically connected to the distal electrode tip, (2) a lead connector ring wired to the proximal pacing pole, and (3) sealing rings. The proximal lead connector configuration is the same for unipolar and bipolar leads, except that the ring is inactive in unipolar leads. Modern pulse generators have connector block specifications that conform to IS-1 leads; some also fit the prior Voluntary Standard (VS-1) lead type. Thus, generator replacement onto implanted leads of either of these two types poses no difficulty because of the wide array of compatible pulse generators from multiple manufacturers.

Before the availability of IS-1 and VS-1 lead connector configurations,100,101 the most common pacemaker leads were 3.2-mm low-profile leads (unipolar or linear bipolar), 5-mm or 6-mm unipolar and linear bipolar leads, and bifurcated bipolar systems. Pacemaker pulse generators available from some manufacturers remain compatible with each of these lead models, especially 3.2-mm and 5- or 6-mm linear bipolar and unipolar leads. Precise compatibility, however, is essential to ensure that no fluid leaks into the pulse generator connector block and that electrical continuity to proximal and distal poles remains intact. The implanting physician must be particularly cautious to ensure that sealing rings are located either on the lead connector or in the pulse generator connector block, because not all early lead models had sealing rings placed on the lead connector itself.

Similarly, ICD leads have evolved to incorporate IS-1 pace/sense connectors with concomitant IS-1 atrial and ventricular ports in the generator connector block to attach these leads. Early-generation ICDs, however, used a wide variety of lead port sizes and configurations, requiring the operator to have available generators with various header port sizes, adapters, and upsizing sleeves for reoperation of early ICD generators implanted before the adoption of a uniform standard. Even CS lead ports have evolved from an LV-1 configuration without sealing rings to the IS-1 configuration (Fig. 24-20).

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Figure 24-20 Older-model leads and adapters.

A, Bifurcated bipolar 5-mm and 6-mm high-energy leads. An older-model ICD pulse generator attached to early-style leads. Posterior (white header) is a bifurcated bipolar rate/sense electrode with 5-mm lead head configurations. Anterior are two separate high-energy electrodes (red and black) with 6-mm lead head configurations. Generator replacement in this patient would require selection of a generator to fit this lead configuration or placement of multiple lead adapters, which add weak links in the system. Lead adapters would be required if an atrial or coronary sinus lead upgrade were also planned. B, Upsizing sleeves and corresponding leads. Some of these may still be seen on devices removed for replacement today. Top, Seven pacemaker lead connectors, clockwise from bottom left, Intermedics 6-mm linear bipolar, Intermedics 6-mm unipolar, Medtronic 5-mm unipolar, Cordis 3.2-mm linear bipolar, Pacesetter IS-1, Medtronic atrial 5-mm unipolar, and Medtronic IS-1. Bottom, Nonconducting adapters (bottom right five) and lead caps (bottom left two). Lead caps are 5-mm cap (bottom left) and 3.2-mm low-profile or IS-1/VS-1 (bottom left, center). Upsizing sleeves are 5-mm to 6-mm (top left, center), 3.2-mm to 5-mm (top right, center), and 3.2-mm to 6-mm (bottom right, center). Unipolarizing sleeves for 6-mm bipolar leads are shown on bottom right. C, Lead caps. A variety of lead caps must be available. Depicted are caps for 5-mm and 6-mm lead heads, common sizes for older-model, bifurcated, transvenous high-energy leads.

High-energy defibrillation lead headers have also evolved into a standard Defibrillation configuration (DF-1) which consists of (1) a lead pin that is electrically connected to the corresponding high-energy coil or patch, (2) sealing rings, and (3) a single lead head for each coil of an endocardial lead to allow various hardwire configurations. A single DF-1 connector attaches to all three coils of a subcutaneous array or to a single patch. As with pace/sense leads, defibrillator lead heads had a variety of different end configurations before the adoption of the DF-1 standard, resulting in greater complexity at the time of generator or lead replacement.

Because a variety of other lead connector configurations had previously been developed, and because early models of implanted leads may remain useful for many years and still exist, although in a gradually decreasing percentage of patients, a number of these older lead connector configurations remain in use (Table 24-1). If sensing and pacing thresholds are adequate, early leads with such configurations may be used, but a pacemaker or ICD pulse generator with a compatible connector block needs to be selected. As with pacemakers, ICD generator connector blocks from some manufacturers are available in a variety of configurations and port sizes to attach directly to existing implanted leads (Fig. 24-21). An alternative (but less desirable) approach involves using an adapter to fit odd-sized lead connectors into available ports on the ICD header block.

Review of manufacturers’ specifications of devices provides the necessary details regarding lead and pulse generator compatibility. Because the lead model may not always be known before reoperation, and because it may not be determined even with visual inspection, careful evaluation of the lead connector configuration may be required in the laboratory after the old pulse generator has been removed. Although the lead and pulse generator should have been compatible at the initial implantation, the implanter cannot assume this without visual inspection of the type of lead connector at reoperation. Lead-generator incompatibility may be the cause of presumed lead malfunction or premature generator depletion.

Defibrillator (high voltage) and pacemaker (low voltage) standards have continued to progress with the development of a quadripolar 3.2-mm standard. This has been introduced as DF-4 for combined pacing and shocking applications and is under development as IS-4 for dedicated low-voltage applications (see Fig. 24-8). The terminal pin and first ring carry low-voltage impulses in both applications and for all four poles in the low-voltage application. The most anticipated application, DF-4, replaces the trifurcated ICD lead combining the function of one IS-1 and up to two DF-1 connectors (Fig. 24-22). The new DF-4 lead header simplifies connection to the pulse generator. At reoperation, it eliminates the need to dissect out the trifurcation of the high-energy lead for mobility in the pocket. However, the introduction of this connector creates new problems, with the need for new adapters in the event that a separate rate-sensing lead or an additional high-energy lead is required. Extra care is appropriate during intraoperative evaluation to connect testing cables correctly.111

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Figure 24-22 Configurations for DF-4 and IS-4 leads.

Three high-voltage (DF-4) and two low-voltage (IS-4) lead configurations as proposed by the American Association of Medical Instrumentation. In all configurations, the connections flow from the distal end of the lead and connect at the pin, most distal to most proximal, and so forth. In all configurations, the pin and next electrode are reserved for low-voltage functions. Each pole is labeled either L or H, depending on its function.

(From Proposed IS-4 Standard; American Association of Medical Instrumentation presentation at Cardiostim, Nice, France, 2004; and ISO Standard: Active implantable medical devices: four-pole connector system for implantable cardiac rhythm management devices—dimensional and test requirements. Geneva, 2009, International Standards Organization—E:\ISO FDIS 27186 (E) 25June2009.doc STD Version 2.1c2.)

Adapters

The two general categories of adapters available are (1) electrically conducting units that change the size or configuration of lead connectors to fit specific pulse generators and (2) upsizing sleeves that allow IS-1 or 3.2-mm, low-profile leads to fit into 5- or 6-mm pulse generator connector blocks while maintaining a fluid seal, or a similar sleeve to upsize an LV-1 header to an IS-1 header for a CS lead (Table 24-2 and Fig. 24-23).

TABLE 24-2 Common Configurations for Pacemaker or Defibrillator Adapters

From (Lead) To (Generator)
Conducting Adapters
6-mm UNI 5-mm UNI
6-mm BIF 3.2-mm LP BI
6-mm BI 3.2-mm LP BI
5-mm BIF 3.2-mm LP BI
5-mm BIF IS-1 BI
5-mm UNI IS-1 UNI
3.2-mm LP BI 5-mm BIF
3.2-mm LP IS-1 BI
DF-1 + DF-1 DF-1*
Nonconducting Upsizing Sleeve Adapters
3.2-mm LP BI 5-mm or 6-mm UNI (+ pin extender)
IS-1 UNI or BI 5-mm or 6-mm UNI
5-mm UNI 6-mm UNI
LV-1 IS-1

BI, Linear bipolar; BIF, bifurcated bipolar; LP, low profile; UNI, unipolar.

* Used for the addition of a subcutaneous lead, patch, or array to an endocardial high-energy lead.

Electrically conducting adapters necessarily contain wires attached on one end to a lead pin to enter the new pulse generator and a socket on the other to accept the old lead as well as a mechanism to connect the old lead, generally a set screw. Produced by most manufacturers, adapters are available in an array of types (see Table 24-2). The most common pacemaker adapters downsize 5- or 6-mm leads to IS-1 unipolar or bipolar configurations or adapt 3.2-mm low-profile connectors to the IS-1 variety. Adapters are also available to convert bifurcated bipolar leads to the linear IS-1 bipolar configuration.

Adapters for ICD leads may be used either for the rate-sensing (pace/sense) leads or for the high-energy leads, patches, or arrays (Fig. 24-24). These small units are most helpful for adapting epicardial lead connectors found in an abdominal pocket to newer-generation ICD batteries, that is, attaching nonstandard lead connectors to IS-1 pacing and DF-1 shocking ports in an ICD header block. The adapters may also be used when older transvenous leads must be attached to newer, standard-connect ICD pulse generators.

One additional special use for ICD lead adapters involves connecting high-energy leads in parallel to enable them to function as a single unit with the same polarity. For example, a subcutaneous patch or array may have to be added to a system because of a high DFT. This additional hardware can be connected in parallel with a proximal high-energy coil located in the SVC. Lead connectors from both the subcutaneous lead and the proximal coil are inserted side by side into an adapter, which then attaches to a single port in the ICD header. This lead system thereby functions as a single, electrically connected unit with the same polarity.

Despite the available variety of electrically conducting adapters, these units prove bulky in the pacemaker or ICD pocket (Fig. 24-25) Furthermore, they provide another electrical weak link, that is, one additional set of connections in the pacing circuit for delivery of current to the patient and for sensing, increasing the chance of malfunction, compared with direct attachment of a lead into a pulse generator connector block. Some adapter set screws must be sealed with medical adhesive after being fastened to the lead; a poor seal can result in a short circuit in the system. Because of internal connections, not all adapters have the reliability inherent in most pacemaker or ICD leads directly connected to the generator.

image

Figure 24-25 Pocket bulk from adapters.

A, Bulk in pocket with transvenous lead. Lead header connections from the same patient as in Figure 24-20, A. It is clear that adding adapters increases pocket bulk. In the center of the figure is a linear adapter that takes a long, IS-1 pace/sense electrode to adapt it to a bifurcated, bipolar, 5-mm side-by-side lead, to allow its connection to the pulse generator. The side-by-side pace/sense portion of the original trifurcating, high-energy lead has two 5-mm caps in place, likely because of pace/sense malfunction at the previous generator change. Two 6-mm high-energy lead heads attach from the high-energy lead directly into the pulse generator. Options for replacement here include obtaining a pulse generator that adapts directly to these leads, which is the best option. Alternatively, the pace/sense adapter could be removed (not always possible) and the high-energy lead heads adapted to DF-1. If upgrade is required, new adapters to DF-1 would be necessary. B, Adapter mass in pocket. Multiple lead adapters deigned to maintain use of existing leads and connect them to a new pulse generator. The degree of bulk in the pocket is extreme, which can lead to discomfort and an increased risk of erosion.

Tools

Several specially designed tools assist the operator in replacing pacemaker and ICD pulse generators and repairing leads (Box 24-6 and Fig. 24-26). Most important are wrenches to loosen set screws in the pulse generator connector block to allow the old lead to be withdrawn. Set-screw sizes are now standardized, but if the original generator manufacturer and model are known, a specific wrench may be required. Some early pulse generators had to be removed from the lead with a small, flat screwdriver. Some pulse generators were connected to the lead without set screws through pressing of an attachment unit into place; loosening this unit required that a small probe be inserted into the side of the connector block to push open the locking mechanism. It is unusual to lose set screws because they are generally held in place by a seal. It is advisable, however, to have additional set screws available in a busy pacing laboratory.

Occasionally, repair can salvage an old lead, as long as the conductor fracture or insulation break is accessible at least several centimeters from the point at which the lead enters the vascular system. Lead insulation breaks can be repaired by gluing on a polymeric silicone (Silastic) sleeve with medical adhesive. The sleeve should also be tied in place with nonabsorbable suture. Repair of polyurethane leads can prove functionally inadequate because adhesive may not bond properly with the lead insulator, as it does with silicone. A more viable approach in any of these situations may be to extract or cap the culprit lead and replace it entirely.

Approach to the Eroding Device

Although relatively uncommon, chronic erosion through the skin by the pulse generator or lead can occur.1,13,135 Incipient erosion manifests as localized erythema in an area of thinned skin that is adherent to the underlying device. The area gradually becomes necrotic and may drain serosanguineous fluid. Outright erosion and drainage necessarily imply that the pacemaker pocket is no longer sterile;1,164 the system (generator and leads) should be removed in such cases.5,8,9 Occasionally, the pocket heals with removal of the pulse generator alone, but only when skin integrity has not been breached. However, even a near-erosion is more often a manifestation of a chronic indolent infection and rarely is adequately treated without removal of the leads as well as the device (see Chapter 26). After removal of the pulse generator and leads, eroded pockets can be fully debrided and closed primarily, leaving a drain in place for 2 to 3 days; pockets rarely need to be packed for closure by secondary intention. IV antibiotics are administered for 1 week up to 6 weeks, if bacteremia is present.

A new device should be implanted on the contralateral side only after all signs of infection have resolved at the original pacemaker site, and if the patient has not experienced recurrent fever, the white blood cell count has not increased, and no tricuspid valve vegetation is seen. Two to five days of IV antibiotics appears sufficient before device replacement, as long as bacteremia has resolved and there are no large, intracardiac vegetations. Replacement of the pulse generator on the original side is not recommended; however, this may be possible if complete erosion did not occur, if the pocket could be closed after primary removal of the generator, and if there are no signs of active infection after discontinuation of antibiotics. Alternative approaches are discussed in Chapter 21.

image Intervention for Acute Problems

Indications for acute intervention include primary complications of pacemaker or ICD implantation (e.g., pocket hematoma, infection,13 or cardiac perforation126135) as well as other, less crucial indications, such as iatrogenic lead damage and lead dislodgment.

Pocket hematomas occur most often in patients receiving anticoagulants, especially heparin and enoxaparin, and in patients with platelet dysfunction, which is common in those undergoing long-term hemodialysis. The range in hematoma size varies from a contained, small amount of fluctuance and ecchymosis to a large hematoma that may drain through the skin. A minor hematoma requires only observation, whereas a breach of skin integrity after operation may require evacuation of the hematoma or, if it has become secondarily infected, complete removal of the generator and lead system. If the patient remains pacemaker dependent, a temporary wire must be placed when the original system is removed; after an appropriate course of IV antibiotic therapy, a new device can be placed on the contralateral side. Prolonged antibiotic therapy may be required in some cases. Antibiotic therapy alone and conservative surgical approaches other than complete removal of an eroded or infected generator and leads prove unsatisfactory.5810

Immediate reoperation may also be required for cardiac perforation.132137 Perforation is suggested by curvature of the lead beyond the confines of the right ventricular apex, an abrupt rise in pacing threshold or deterioration of sensing, precordial pain that increases with inspiration, hypotension, and hemodynamic collapse. Although most perforations close spontaneously, development of a large, pericardial bleed or tamponade requires immediate intervention.137 Pericardiocentesis usually suffices, but occasionally, a subxiphoid approach to pericardial drainage is necessary. Proper lead selection to match the patient’s anatomy and gentle technique are vital to avoiding acute perforation. Subcostal placement of epicardial screw-in leads has been associated with a higher-than-expected incidence of serious or fatal ventricular perforations; chronic perforation by endocardial leads is distinctly rare.

Early surgical exploration is indicated to confirm the diagnosis of iatrogenic lead insulation damage. This is an uncommon complication that manifests early in the form of “pocket twitch,”141 failure to capture, or failure to sense, often with associated low measured lead impedance.91 Chronic lead damage has been associated with excessively tight anchoring sutures, especially if they are placed around the lead and not the anchoring sleeve. The damaged lead, whether passive or active fixation, should be removed and replaced, if possible; alternatively, it may be repaired, although repair is difficult if damage has occurred near the venous insertion site.

Lead dislodgment occurs most frequently during the first 24 to 48 hours after system implantation.49,50 It can occur later, however, as a result of a loose anchoring sleeve, incomplete fixation of the distal lead tip, excessive diaphragmatic motion, or patient manipulation of the device (i.e., twiddler’s syndrome).87 Before the development of leads with active fixation or a finlike mechanism at the distal tip, the incidence of lead dislodgment ranged as high as 5% to 18%. With careful technique and selection among a variety of active-fixation and passive-fixation leads, the incidence should range no higher than 1% to 2%.59,60 Most spontaneous dislodgments occur with atrial passive-fixation leads. The diagnosis may be facilitated by chest radiography or fluoroscopy; pacing analysis reveals an increased pacing threshold, usually with normal lead impedance. The operator has the option of repositioning or replacing the lead. If a distinct cause cannot be identified, placement of an active-fixation lead may avoid a second dislodgment. To prevent recurrent lead dislodgment in twiddler’s syndrome, leads must be sutured to prepectoral fascia or firm, fibrous, pacemaker pocket tissue with nonabsorbable sutures around anchoring sleeves at more than two points; the pacemaker connector block may also need to be anchored to the pectoralis fascia. A polyester (Dacron) pouch has been used in the past to improve device stability in twiddler’s syndrome and in patients with very loose subcutaneous tissue,165 but it is rarely required at present. Removal of the pouch may be difficult at generator replacement (Fig. 24-27). Newer, antibiotic-impregnated, nonabsorbable pouches may be even more difficult to remove166,167 (Fig. 24-28).

image

Figure 24-28 Explanted antibiotic-impregnated pouch.

Although the degree of fibrosis is significant, this pouch (Tyrx, Monmouth Junction, NJ), unlike the Dacron pouch from Figure 24-27, has a glistening internal surface because it is less predisposed to embed itself around the lead coils in the pocket. Nevertheless, removal of the pouch is difficult because of extensive scarring to the capsule inside the device pocket.

Interval or Unscheduled Intervention

In the course of pacemaker or ICD follow-up and before the patient requires elective replacement, interval intervention may be needed to correct other complications. These include pulse generator migration,30 lead dislodgment,* high pacing thresholds,46,88 pocket twitch or diaphragmatic pacing,141 lead insulation break or lead fracture,17,19,22,23 premature generator failure (which could be caused by intrinsic component failure or externally induced failure, as caused by electrocautery, irradiation, or cardioversion),29 and the need for system upgrade.3543126 The device clinic or remote monitoring may prove particularly useful in recognizing early surgical or functional problems.6373 Evaluation and technique follow the principles described earlier.

image Conclusion

Successful pacemaker or ICD replacement is the result of accurate preoperative evaluation and careful surgical intervention. Complication rates of pulse generator replacement and lead revision exceed those of initial implantation.161 The preoperative status of the pulse generator battery and the lead pace/sense function, as well as the appropriateness of both to future pacing or defibrillating systems, needs to be determined to enable surgical planning. There should be no surgical surprises, and all the tools, adapters, leads, and generators should be ready for the intervention. The goal should be to avoid reoperation for as long as possible with careful initial implantation and programming. When properly planned, surgery is likely to proceed smoothly.

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