Electrical Safety and Iatrogenic Complications of Electrodiagnostic Studies

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40 Electrical Safety and Iatrogenic Complications of Electrodiagnostic Studies

Electrodiagnostic (EDX) studies are generally well tolerated and rarely associated with any significant side effects. Most nerve conduction studies (NCSs) use surface stimulation and recording electrodes, which are not invasive. However, electrical current is applied to the patient when stimulating peripheral nerves. In patients with pacemakers, cardioverter-defibrillators, and other similar cardiac devices, this current may pose a risk under certain situations. In contrast, needle EMG is an invasive test and, rarely, may be associated with iatrogenic complications, most important of which are pneumothorax, bleeding, infection, and local injury. In addition, the patient is connected to the electromyography (EMG) machine via the recording electrodes during NCSs and the needle EMG study. Thus, during both portions of the examination, a patient is at risk from stray leakage currents. This risk is much higher in the so-called electrically sensitive patient, a situation often encountered in the intensive care unit (see later).

Electrical Issues

All electrical devices, including EMG machines, require current to operate. Current is delivered from an electrical cord plugged into a wall receptacle (Figure 40–1). A typical electrical receptacle in the United States contains three inputs: a black “hot” lead that carries 120 volts (V) of 60 Hz alternating current, a white “neutral” lead near 0 V, and a green ground lead that is used to dissipate leakage currents. When a circuit is created, current flows from the hot lead to the EMG machine and then returns via the neutral lead, based on the amount of resistance between the two leads as determined by Ohm’s law (see Chapter 39). Every wire, including power cords, has some small resistance; thus, a small voltage develops on the neutral lead, which equals the current flowing multiplied by the resistance in the power cord (Figure 40–2). The voltage increases with the length of the power cord and increases further if extension cords are added to the power cord. In addition, small voltage leaks often are present on the machine chassis, caused by stray capacitance and inductance from internal electronics (Figure 40–3). Thus, leakage currents may be transmitted onto the patient either from stray voltages on the machine chassis or on the neutral (reference) lead. As the ground electrode is close to true electrical neutral, the ground lead allows a pathway for stray current leaks to harmlessly dissipate.

The risk of electrical injury depends on the amount of leakage current and whether the circuit passes through the heart. A very small current [e.g., 200 microamperes (µA)] applied directly to the heart can result in ventricular fibrillation and death. However, the normal, healthy individual typically is well protected by two important mechanisms. First, dry and intact skin provides a high resistance. Second, the large volume of soft tissue that surrounds the heart dilutes any current applied to the body (e.g., a current applied from arm to arm degrades to 1/1000 of the original signal when it reaches the heart, due to the dissipation from surrounding tissues).

The risk of electrical injury from leakage current increases in the following situations

The latter two (multiple electrical devices attached to the patient and loss of the body’s normal protective mechanisms) result in the “electrically sensitive” patient, a common situation in the intensive care unit.

To prevent the possibility of an electrical injury during EDX studies, it is essential for equipment to be regularly maintained, to always use a ground electrode, and to follow simple guidelines when using electrical devices attached to the patient (Box 40–1). A wooden examining table is preferable to a metal table, as it does not conduct electricity. Machines should be turned on before attaching electrodes to the patient and turned off after disconnecting the patient, to minimize the risk of power surges. Equipment should be periodically inspected by a biomedical engineer to measure leakage current and verify proper grounding. In general, the maximum amount of acceptable leakage current is 100 µA or less, measured from chassis to ground, and 50 µA or less from any input lead to ground. Extension cords should be avoided to reduce the risk of voltages developing on the reference electrodes. Ground electrodes should always be used to avoid current flows from reaching the patient. The ground needs to be placed on the same limb as the active electrodes so that leakage currents cannot flow in a path through the heart (Figure 40–5A).

The issue of an intact ground electrode and proper ground placement is most important when a patient is connected to other electrical devices. If the ground from the EMG machine is not functioning (i.e., ground fault), stray current from the EMG machine could flow to a ground electrode from a different electrical device. If the pathway included the heart and the amount of current was large enough, a cardiac arrhythmia could theoretically occur (Figure 40–5B).

Risk of Electrical Injury

Central Lines and Electrical Wires

One of the more common ways a patient can become electrically sensitive is when the normal protective function of the skin is breached by intravenous lines and wires. This danger increases if the lines are actually in contact with or in close proximity to the heart, as occurs in central intravenous catheters (Figure 40–6). Most dangerous is the presence of an external wire near or in the heart, such as occurs with placement of a temporary external pacemaker and during the use of a guidewire while placing or changing a central line. Skin resistance typically is several million Ohms (MΩ). A central catheter traversing the skin reduces this resistance to 300,000 Ohms (kΩ). Any fluid spill where a catheter enters the body decreases the resistance even further. If a catheter has an internal guidewire, the resistance drops to 70 Ohms (Ω). An external pacemaker wire essentially has no resistance. In situations where the resistance is so low, small leakage voltages may result in small leakage currents, known as microcurrents. Whereas microcurrents are completely harmless in a patient with intact skin, they are potentially very dangerous in an electrically sensitive patient (i.e., a patient with a central line, external pacemaker wires, etc.).

Thus, EDX studies should never be performed on patients with external wires in place (i.e., external pacing wire, guidewires, etc.) because the conductive pathway to the heart is so vulnerable. However, studies can be performed on patients with central lines provided certain precautions are followed. Equipment must be maintained. Ground electrodes must always be used. If an upper extremity must be studied, in general it is preferable and safer to study the upper extremity contralateral to the one with the central line. If that is not possible, one should refrain from proximal stimulation sites (i.e., axilla, Erb’s point, and root). Likewise, one should never proceed if there is a fluid spill where the central catheter enters the skin. It is important to note, however, that there is NO contraindication to performing routine nerve conduction studies on patients with peripheral IVs. Studies have been reported that specifically address this question and find that NCSs are completely safe in patients with peripheral IVs, regardless of whether they are infusing saline or any other solution.

Implanted Pacemakers and Cardioverter-Defibrillators

Patients with implantable cardiac pacemakers and cardioverter-defibrillators are at much lower risk from stray current leaks than patients with central lines or external wires in place, because these devices are implanted under the skin, which leaves the normal protective mechanism of the skin intact. Implantable pacemakers and cardioverter-defibrillators both have an electronic sensing as well as an electronic delivery function. Pacemakers are designed to treat bradycardia, as opposed to cardioverter-defibrillators which are primarily for tachyarrhythmias, especially ventricular fibrillation. In theory, stimulation delivered during NCSs might be mistaken as an abnormal cardiac rhythm. If the stimulator has a pulse duration greater than 0.5 ms and a stimulus rate greater than 1 Hz, a demand pacemaker might theoretically confuse such a stimulus with the ECG signal. There is only a single case report of an implantable pacemaker failure thought to be related to peripheral nerve stimulation. Other studies have shown no pacemaker inhibition or dysfunction with NCSs. Less is known about implantable automatic cardioverter-defibrillators (IACDs), which are now common. In theory, IACDs could be triggered by stimulation during NCSs, resulting in subsequent cardiac arrhythmias; however, there is no such reported case. One study directly addressed the safety of nerve conduction studies, including stimulating Erb’s point, in patients with IACDs. Schoeck et al. studied ten patients with pacemakers and five with IACDs. No electrical impulse was detected by either the atrial or ventricular amplifiers of the pacemakers or of the IACDs during median and peroneal nerve conduction studies. These studies included Erb’s point stimulation on the left. The authors emphasized that all modern pacemakers and IACDs use bipolar leads wherein both leads (active and reference for sensing, and cathode and anode for stimulating) are imbedded in the cardiac wall. This is in contradistinction to the pacemakers used 25 years ago wherein a single wire lead was placed in the heart, and the metal body of the pacemaker in the chest served as the reference. In modern pacemakers and IACDs, the bipolar leads are very close together in the heart, and very far away from the surface, making any electrical contamination from NCSs extremely unlikely. Although the number of patients in this study was small, the results are reassuring that NCSs can be safely performed in patients with pacemakers and IACDs.

If NCSs are performed in patients with implantable pacemakers or IACDs, several simple procedures are recommended to be followed in order to preserve safety (Box 40–2). Stimulation should not be performed near the actual implanted device. There should always be a minimum of 6 inches between the implanted device and the stimulator. Just as with NCSs performed in a patient with a central line, it is preferable to use the contralateral arm if possible. High stimulus intensities should be avoided and stimulus pulse duration should be 0.2 ms or less so that the stimulation is not misinterpreted as a QRS complex. Stimulation rates should be no greater than 1 Hz so as to prevent the theoretical risk that the stimulation is misinterpreted as a cardiac rhythm. Thus, the typical repetitive stimulation done during neuromuscular junction testing is best avoided.

Pneumothorax

Pneumothorax is the most potentially serious iatrogenic complication of needle EMG. At any time during or just after the EMG examination, unexpected chest pain, shortness of breath, or cyanosis in a patient should alert the electromyographer to the possibility of a pneumothorax. If such symptoms develop, a prompt chest X-ray film is indicated to confirm the diagnosis, followed by urgent consultation with a thoracic surgeon as to whether a chest tube or observation is required. Although rare, this complication has been reported when sampling the following muscles (Figure 40–7):

Diaphragm. Needle EMG of the diaphragm is sometimes used to help determine whether respiratory insufficiency has a neuromuscular basis. However, because the pleural fold is in close proximity to the diaphragm, a relatively small error in needle position may increase the risk of inadvertent pleural puncture and possible pneumothorax. The decision to sample the diaphragm must depend on the experience of the electromyographer and the potential benefit to the patient versus the risk of pneumothorax in that particular patient. Because patients for whom this study is ordered often have respiratory problems that prompt the study to be ordered, they may be the least able to handle an additional respiratory complication. In this text, we have purposely not included needle EMG of the diaphragm in Chapter 13. In our opinion, the risk-to-benefit ratio of sampling this muscle is too high to justify its use as a routine muscle to be sampled.

Serratus anterior. The serratus anterior muscle lies between the scapula and the chest wall and inserts laterally on the ribs. An inadvertent puncture through the muscle between the ribs may allow the needle to enter the pleural space. To reduce the possibility of pneumothorax, the muscle can be sampled with the electromyographer’s fingers placed in two adjacent inter-rib spaces while the needle is inserted into the muscle directly over the rib.

Supraspinatus. The supraspinatus muscle lies within the supraspinous fossa of the scapula. The middle of the fossa may be very shallow in some individuals. Thus, if the muscle is sampled too deeply at this point, the needle may puncture the pleura (Figure 40–8). Complications can be prevented by either avoiding the muscle altogether or sampling it more medially in the supraspinous fossa. This is performed by first palpating the acromion, the spine of the scapula, and the vertebral border of the scapula. The needle is then inserted just above the spine of the scapula at a point three quarters of the distance from the acromion to the vertebral border of the scapula. Often the supraspinatus can be avoided by sampling the infraspinatus instead. The infraspinatus muscle and infraspinous fossa are much larger than the supraspinatus and supraspinous fossa above. When screening for a suprascapular neuropathy, the infraspinatus muscle is the preferred muscle to study. Only if the infraspinatus muscle is abnormal is it then necessary to sample the supraspinatus to differentiate a lesion at the spinoglenoid notch from one at the suprascapular notch or above (see Chapter 31).

Rhomboids. The rhomboids are infrequently sampled. However, they are useful to study in two situations: (1) to differentiate a C5 from a C6 radiculopathy (the rhomboids are derived from the C4–C5 roots), and (2) to differentiate an upper trunk brachial plexopathy from a more proximal radiculopathy (the rhomboids are innervated by the dorsal scapular nerve, which arises directly off the nerve roots proximal to the brachial plexus). Because the rhomboids originate on the dorsal spine and insert onto the medial border of the scapula, a needle placed too deeply may pass through the rhomboids and thoracic paraspinal muscles resulting in a pleural puncture.

Cervical and thoracic paraspinal muscles. The cervical paraspinal muscles are commonly sampled in the evaluation of cervical radiculopathy. Thoracic paraspinal muscles are one of the key sites to study in the evaluation of suspected motor neuron disease. These muscles can be safely studied, provided the needle placement is neither too lateral nor too deep. Considering the proximity of the thoracic paraspinal muscles to the lungs in the thorax, it is not unexpected that pneumothorax is a potential complication of thoracic paraspinal muscle sampling (Figure 40–9). However, pneumothorax can also occur during EMG examination of the lower cervical paraspinal muscles or when an EMG needle is used for cervical nerve root stimulation. Some patients, especially those who are thin with longer necks, may have lung tissue that reaches above the clavicle (Figure 40–10). In one study of 23 patients, 22% had lung tissue above the level of the clavicle. The average distance between skin and lung in these individuals was 3.3 cm, a distance clearly within the reach of a conventional 37 or 50 mm EMG needle. This complication is easily prevented by ensuring that the needle remains close to the midline, within the bulk of the paraspinal muscles.

Bleeding

Needle EMG is generally well tolerated, with minimal or no bleeding. Some patients develop minor bruising that resolves within a few days. However, the possibility of bleeding and subsequent hematoma formation is a theoretic risk any time a needle punctures the skin, whether it occurs during phlebotomy, vaccination, aspiration, or needle EMG examination of a muscle. Clearly, the chance of bleeding increases if a patient has certain risk factors (discussed in the following section). However, bleeding can occur in the absence of any known risk factors or deviation from the usual performance of the examination.

In one report from Caress et al., a patient with a large asymptomatic paraspinal hematoma was discovered incidentally on magnetic resonance imaging (MRI) just after needle examination of the lumbar paraspinal muscles, which had been performed for evaluation of lumbar radiculopathy. By happenstance, the patient had an MRI of the lumbar spine scheduled immediately after the EMG. The patient was not anticoagulated and had no risk factors for increased bleeding. Following this case, a retrospective review of patients referred to the EMG laboratory followed by MRI the same day revealed four other patients with radiologically proven paraspinal muscle hematomas, presumably as a result of the needle EMG examination. All patients were asymptomatic and had no history of anticoagulation or other known risk factors for bleeding.

However, in a recent large study from Gertken et al., 370 patients who underwent EMG studies that included the paraspinal muscles and who then had MRI scans at the concordant spinal level (168 MRIs were completed the same day as the EMG, and the remaining were completed within 7 days) were examined. A combined total of 431 spine segments were studied. No paraspinal hematoma was observed in any patient, including 139 patients taking aspirin, ten on warfarin (INRs between 1.2 and 2.9), eight on clopidogrel, and four patients who were on heparin, enoxaparin, or dalteparin.

In a prospective study by Lynch et al., EMG examination of the tibialis anterior muscle was followed by ultrasound to evaluate for the presence of a hematoma. Two of 101 patients on warfarin (INR values of 1.5 or above) had small, subclinical hematomas. Of 57 patients taking clopidogrel and/or aspirin, one patient was found to have a small, subclinical hematoma on ultrasound. None of the 51 control patients, who were not taking warfarin, aspirin, or clopidogrel, were found to have a hematoma by ultrasound. A recent prospective study by Boon et al. examined the incidence of hematoma, using ultrasound examination, after needle EMG of potentially “high risk” muscles (cervical, thoracic, and lumbar paraspinals; tibialis posterior; flexor digitorum longus; flexor pollicis longus; iliopsoas). A total of 205 patients were studied: 58 on warfarin, 78 on aspirin/clopidogrel; and 70 control patients taking none of these medications, with a minimum of 100 muscles per patient group. One patient in the aspririn/clopidogrel group had a subclinical hematoma in the tibialis posterior muscle, and one patient in the warfarin group had a subclinical hematoma in the flexor pollicis longus (INR 2.3). No patient in the control group had a hematoma.

In addition, there are two case reports of EMG needle-induced laceration or injury to nearby blood vessels that resulted in bleeding and a subsequent compartment syndrome requiring urgent fasciotomy and surgical evacuation of the hematoma. In one case, the compartment syndrome occurred in the superficial posterior compartment of the lower leg, presumably as a result of puncturing a small vessel. In the other case, needle EMG of the flexor carpi radialis inadvertently injured the ulnar artery, resulting in a compartment syndrome of the forearm. In neither of these cases was the patient anticoagulated or regularly taking any anti-platelet agents.

There are also some reports of bleeding following needle EMG in anticoagulated patients. In one anticoagulated patient (INR 2.5), a hematoma developed in the posterior calf along with a pseudoaneurysm of the posterior tibial artery. She improved with supportive care and holding the anticoagulation. In another case, a patient taking warfarin developed a large subcutaneous hemorrhage near an EMG needle insertion point.

Risk of Bleeding

Recommendations

Needle Electromyography and Patients at Risk of Bleeding

There is a paucity of evidence-based medicine to help guide the electromyographer in dealing with a patient referred for EDX studies who has an increased risk of bleeding. However, keep in mind that it is not common practice to report bleeding complications from invasive procedures in such patients, and the lack of reports by no means indicates that such complications cannot and do not occur. In patients with hemophilia, thrombocytopenia, and similar coagulopathies, use of replenishing clotting factors or platelets is indicated prior to the procedure. Regarding patients taking antiplatelet agents, it is the general consensus that needle EMG can be performed safely on these patients and that these agents do not need to be held before the procedure. However, in a survey of 47 academic EMG laboratories with an ACGME approved fellowship, 19% of laboratories reported curtailing some portion of the needle EMG examination in patients taking antiplatelet agents.

Due to the lack of guidelines and the theoretic risks of bleeding in anticoagulated patients, the patient who is anticoagulated with heparin or warfarin is the most problematic. In addition to the anecdotal case reports noted earlier, some information is available from anticoagulated patients who developed complications following other procedures that use needles. Compartment syndromes have been reported following venipuncture in the antecubital fossa. There is a single case report of a radial palsy following antecubital fossa venipuncture, presumably from a dissecting hematoma. However, in these cases, the risk of bleeding is expected to be higher than with needle EMG, where the goal is to avoid vascular structures rather than to enter them intentionally. In the lower extremity, gluteal compartment syndromes and compression of the sciatic nerve have been reported following intramuscular injections in anticoagulated patients. On the other hand, intramuscular vaccinations in the deltoid (e.g., flu vaccine) are commonly given in anticoagulated patients without complication.

Due to the theoretic risk of complications and concern about litigation if such a complication occurs, many electromyographers will not perform needle EMG on an anticoagulated patient. For many diagnoses, including carpal tunnel syndrome, ulnar neuropathy at the elbow, and peripheral neuropathy, useful information can be obtained from the NCSs alone. Nevertheless, without the needle EMG portion of the examination, some information will not be available to complete the picture (e.g., active vs. chronic denervation, the amount of denervation, etc.). On the other hand, some diagnoses rely principally on the findings obtained from the needle EMG examination, among them motor neuron disease, myopathy, and radiculopathy. If needle EMG is not performed on such patients, this may deny them the benefit of a procedure that might be the key to their diagnosis. It should be kept in mind that in the case of motor neuron disease and myopathy, needle EMG is a less invasive diagnostic procedure than muscle biopsy. In the survey of academic EMG laboratories mentioned above, only 21% reported a willingness to examine all muscles in anticoagulated patients. In others, some muscle groups were not examined in anticoagulated patients: 45% would not perform EMG on the cranial or facial muscles; 66% not on the paraspinal muscles; and 34% not in some limb muscles.

Some electromyographers choose to stop the anticoagulation prior to the procedure. Before dental work and minor invasive procedures (e.g., colonoscopy), it is common practice to advise patients to stop their anticoagulation several days before the procedure and restart it immediately afterward. In patients who are anticoagulated to prevent thromboembolism, especially stroke, the decision to stop anticoagulation is complex. Because it takes a few days for warfarin to have an effect, using this strategy will leave the patient unprotected for several days. For two of the more common conditions for which anticoagulation is prescribed, i.e., nonvalvular atrial fibrillation and a mechanical heart valve, the estimated stroke risk without anticoagulation is appropriately 3% per year. Thus, a patient who is not protected by anticoagulation for 5 to 10 days incurs a risk of stroke between one in 1000 and one in 2000. Although this risk is low, it is not one in a million, and the risk-to-benefit ratio of stopping anticoagulation, even for such a brief period of time, must be taken into account.

In general, if needle EMG is performed on an anticoagulated patient, the best strategy is to perform a limited needle EMG study using the following guidelines:

This approach has been used successfully by us and several of our electromyography colleagues for many years without any complications. However, as in all invasive procedures, the potential benefits always need to be weighed against the potential risks in the individual patient before using any of these strategies in anticoagulated patients referred for an EDX procedure.

Infection

Electrodes and needles used for EDX studies carry the possible risk of transmitting infection between patients or between the electromyographer and the patient. Although this risk is higher during the needle EMG portion of the examination, skin preparation occasionally may abrade the skin, resulting in minor oozing or bleeding, potentially contaminating surface electrodes used for NCSs. As learned from the human immune deficiency virus (HIV) epidemic, one should always assume that infection is possible and follow universal precautions. Hand washing before and after a patient encounter is essential. Gloves should always be worn during potential exposure to blood, which occurs during every needle EMG examination. After every NCS, surface electrodes should be cleaned with a 1:10 dilution of bleach or 70% isopropyl alcohol. If reusable needle electrodes are used (i.e., single-fiber needle electrodes), they should be autoclaved after every use, similar to any other surgical instrument. Note that standard autoclaving does not neutralize Jacob–Creutzfeldt disease infection, and any reusable electrode used on such a suspected patient should be discarded.

Inadvertent needle sticks are a risk during needle EMG. Transmissible diseases include HIV as well as other infections, especially viral hepatitis, underscoring the importance of hepatitis B vaccinations for all electromyographers. Similar to precautions used with any needle, the EMG needle should not be recapped using the contralateral hand. The risk of a needle stick is markedly reduced if the needle is placed safely out of the way when it is not being used (e.g., in between sampling muscles or when explaining the next muscle movement to the patient). In our laboratory, we successfully use a foam rubber block attached to the preamp arm of the EMG machine (Figure 40–11). The block holds the needle cap so that the needle can be recapped safely with one hand.

Fortunately, there appears to be little risk of transmitting infection to the patient during NCSs and needle EMG. With the modern use of sterilized, single-use needle electrodes, this complication has not been reported. However, there are several conditions wherein the risk of infection with needle EMG is theoretically higher. An EMG needle should never be placed through an infected space (e.g., skin ulcer), to prevent the spread of infection into deeper tissues. Unresolved is whether needle EMG is contraindicated in the feet of patients with diabetic neuropathy or vascular insufficiency. Such patients are commonly advised by their physician to inspect their feet and to avoid minor infections that could potentially threaten the limb if the infection became severe. Although there are no such reported cases, it is reasonable to be very cautious when performing needle EMG on intrinsic foot muscles in patients with diabetes or significant peripheral vascular disease. Similarly, patients who have undergone axillary lymph node dissections (usually in the context of breast cancer surgery) are cautioned against blood drawing and similar procedures in the ipsilateral extremity because of the possibility that an infection could spread quickly in the setting of lymphedema and a reduced number of lymph nodes proximally. Although there are no reported cases of infection in such patients following needle EMG, reasonable caution should be exercised in such patients.

Finally, the issue of using prophylactic antibiotics in patients at high risk for endocarditis should be addressed. Antibiotic prophylaxis is not recommended by the American Heart Association in patients undergoing needle EMG, where the risk is considered similar to phlebotomy.

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