Procedures in the Hybrid Operating Room

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26 Procedures in the Hybrid Operating Room

Transcatheter techniques are being used increasingly as an adjunct to, rather than a replacement for, cardiac surgery; the primary aim is to improve clinical outcomes by reducing the size and number of incisions and cardiopulmonary bypass (CPB) time, without compromising the long-term results offered by conventional cardiac surgery.1 Increasingly, it is only possible to perform these hybrid procedures in suites combining conventional cardiac operating room capability with standard cardiovascular imaging equipment, particularly because most existing cardiac operating rooms and catheterization laboratories do not meet the requirements for performing both surgery and interventional imaging.2 Hybrid operating rooms first emerged in vascular surgery, driven by lack of access to interventional radiology facilities at a time of expansion in endovascular techniques; more recently, an increase in the number of hybrid procedures has emphasized the need for suites specifically designed for this purpose. This chapter provides an overview of the rationale for building a hybrid cardiovascular suite and the planning, logistics, and design challenges that must be met to create and run it successfully. There is relatively little available on the design and logistics of hybrid operating rooms in the medical literature; the reference articles,35 including an excellent case study by Hirsch4 and detailed review by Nollert and Wich,5 were the primary source materials for this chapter and cover most of the aspects outlined here in more depth.

Rationale

Key aspects of building design depend on the intended use of the room. Given total costs of between $2 and $4 million, there may be a desire to ensure that the room is suitable for the full gamut of cardiovascular hybrid procedures (Table 26-1) to maximize use; and key stakeholders from adult and pediatric cardiac surgery, interventional cardiology, electrophysiology, vascular surgery, and anesthesiology should, therefore, be involved in planning at the earliest stages. It is vital to decide early in the process whether the aim is to build a cardiac catheterization laboratory that can be used for surgical procedures, a cardiac operating room that may be used for cardiovascular imaging, or a true hybrid suite meeting the specifications for cardiac surgery and catheterization and designed to allow state-of-the-art imaging, intervention, and surgery to take place at the same time.

TABLE 26-1 Procedures That Can Be Included in the Business Plan for a Hybrid Cardiovascular Suite

Interventional Cardiology
Diagnostic and therapeutic cardiac catheterization, including percutaneous coronary intervention
Diagnostic and therapeutic electrophysiology procedures, including endocardial ablation, pacemaker and defibrillator device insertion and changes
Conventional Cardiac Surgery
All adult and pediatric cardiac surgery
Transplant, ventricular assist device, and extracorporeal membrane oxygenation
Trauma surgery
Fetal interventions
Endovascular Surgery
Abdominal aortic aneurysm stenting
Thoracic aortic aneurysm stenting
Carotid stenting
Hybrid Procedures
Pediatric
Hybrid stage I procedure for hypoplastic left-heart syndrome (modified Norwood)
Patent ductus arteriosus stenting with surgical Blalock-Taussig shunt
Pulmonary artery stenting
Percutaneous atrial septal defect with option to convert to on-bypass open procedure
Preventricular ventricular septal defect closure for muscular apical septal defects
Pulmonary valve replacement
Adult
Coronary artery bypass grafting in multivessel disease with either endoscopic, minithoracotomy or robotic mammary harvest, with direct or robotic left anterior descending coronary artery anastomosis, percutaneous intervention on other lesions, and operative angiography of bypass grafts
Transcatheter aortic valve implantation
Thoracoabdominal aneurysm stenting with surgical debranching or bypass

Hybrid cardiovascular procedures

imageCoronary Revascularization

Coronary artery surgery, which represents more than 90% of adult cardiac procedures nationally, offers some scope for a hybrid approach. The impact of graft failure after coronary artery bypass grafting (CABG) is well documented. In a recent prospective, multicenter study, the 1-year failure rate of saphenous vein grafts was reported to be more than 30%, that of the left internal mammary artery 8%, and the common end point of death or new myocardial infarction was 14% in these patients compared with 1% in patients with patent grafts.6 More recent data suggested saphenous vein failure rates of more than 40% at 12 to 18 months.7 Early graft failure, present in 5% to 20% of patients at discharge from the hospital, commonly is attributed to technical error and is the rationale for completion angiography with the option for percutaneous coronary intervention before leaving the operating room. In a recent series of 366 consecutive patients undergoing CABG surgery with completion angiography, 6% of all grafts required percutaneous coronary intervention to address technical problems compromising patency (including vein valves impeding flow [n = 9], left internal mammary artery dissection [n = 6], vein graft kinks [n = 7], and incorrect location or vessel [n = 8]). In an additional 49 cases (6.2% of grafts), angiography revealed problems that could be corrected either by minor adjustments such as removing a clip or adjustment of conduit lie or by traditional surgical revision8 (see Chapter 18).

The relatively high rate of early saphenous graft failure and the lack of clear prognostic benefit conferred by surgical revascularization of non–left anterior descending coronary artery territories has led some groups to explore the option of hybrid revascularization. In the earlier series, 60% (n = 67) of patients underwent planned percutaneous coronary intervention either immediately before or after CABG surgery. The majority of patients were selected for hybrid revascularization in an attempt to decrease the perceived risk for conventional surgical revascularization or because lesion anatomy favored stenting over surgery. There was one death in this group because of stent thrombosis in a patient who underwent left internal mammary artery grafting to the left anterior descending artery, and a hybrid stent to the left main stem coronary artery. There are no robust data on long-term outcomes in what are typically small, single-center studies.

The authors emphasized the importance of a collaborative working environment. Although they concluded that routine completion graft imaging should become the standard of care in coronary artery surgery, the authors identified several key considerations. Performing percutaneous revascularization immediately before chest closure, as opposed to 1 or 2 days after surgery, means that the patient is submitted to one, rather than two, procedures, and graft patency may be evaluated and addressed as described earlier. The disadvantages of this approach include the requirement for nephrotoxic contrast at the time of surgery, the additional procedural time and cost, the risk for acute stent thrombosis on reversing heparin with protamine, cardiac catheterization-related complications such as stroke or arterial injury, infection risk, and the need to give patients clopidogrel before surgery, with potential impact on bleeding complications.

imageTranscatheter Valve Replacement

An emerging modality that will likely become a mainstay of hybrid operating rooms is transcatheter valve replacements.9 Aortic valve replacement is the treatment of choice for symptomatic severe aortic stenosis; medical management is associated with high mortality, and balloon valvuloplasty offers temporary symptomatic relief without any associated survival benefit. Despite the low operative mortality of isolated primary aortic valve replacement, up to 40% of patients with American Heart Association/American College of Cardiology Class I indications for aortic valve replacement are denied surgery. Reasons most commonly cited by clinicians include advanced patient age and morbidity, and this is a driving force behind the development of transcatheter aortic valve implantation. Transcatheter aortic valve replacement has been performed via either the transfemoral or transapical approach in several thousand patients in Europe, and as of 2010, the U.S. Food and Drug Administration approved the procedure in the United States (see Chapter 19).

These techniques allow aortic valves to be replaced without CPB, large incisions, and in some cases, under sedation rather than general anesthesia. The device consists of a delivery catheter system (now as small as 18F in some devices), a disposable compression and loading system for the prosthesis, and the valve prosthesis. Several such prostheses are available and consist of pericardial valves mounted on compressible metal stents, which can be re-expanded once in position, allowing the valve to be delivered in a retrograde fashion without recourse to CPB, via a catheter placed in the femoral or axillary artery, or antegradely via the apex of the left ventricle, once the native aortic valve has been fractured and displaced by balloon inflation into the coronary sinuses. One key difference between the devices is how the valve is re-expanded once in position. The Cribier–Edwards valve (Edwards Labs, Irvine, CA) is expanded by inflating a balloon inside the valve once in position; cardiac output is zero for the few seconds required to expand the stent. In comparison, the CoreValve prosthesis (Core Valve, Inc., Irvine, CA) is mounted on a large, self-expanding nitinol stent, which allows left ventricular ejection to continue during stent expansion.

The device is guided into position with a combination of real-time transesophageal echocardiography (TEE) and fluoroscopy. Transcatheter valve replacement requires state-of-the-art imaging capability, as well as the ability to secure surgical access, potentially institute CPB, and convert emergently to general anesthesia and conventional aortic valve replacement. If the risk for conversion to open chest surgery declines as experience with the technique increases, the main obstacle preventing standard cardiac catheterization laboratories from being the optimal place to perform transcatheter valve replacement may become one of sterility because current building specifications between catheter laboratories and operating rooms in many countries differ in this regard.

The likelihood is that transfemoral aortic valve replacement will become the dominant treatment modality in high-risk patients requiring aortic valve replacement, greatly expanding the growing pool of eligible patients. Results have improved as both experience with the procedures and technology have developed, and currently mortality, associated stroke, major morbidity, and echocardiographic outcomes appear to offer very-high-risk and nonoperable patients a safe alternative to conventional surgery. Indications for transcatheter aortic valve implantation eventually may be expanded to lower-risk groups, based on outcomes of the large prospective clinical trials currently under way. Interventions for mitral and tricuspid valve repair are at a much earlier stage of development and are less likely to contribute significantly to the volume of hybrid procedures in the next decade.10

Planning

The process of building a hybrid operating room, from initial proposal to official opening, takes around 21 months (Table 26-2). All involved parties should establish a clear, early understanding of the primary role of the hybrid room, the statutory requirements, and site limitations that must be met.

TABLE 26-2 Design and Construction Timeline

Time Required Activity
Months 1–6 Agree on planning group
  Initial architectural plans and quotes produced
  Obtain vendor quotes and costs
  Produce business plan
  Administration approve business plan
Month 7 Formal presentation to institutional planning committee
Month 8 Architectural plans finalized
  Engineering plans finalized
  Information technology (IT) and audiovisual plans finalized
  Vendors selected
Month 8 Budget completed
Month 10 Presentation to institutional capital expenditure committee
Month 11–18 Construction of hybrid room
Month 18–20 Hybrid room outfitted
Month 20 Testing hybrid room equipment and setup
Month 21 Hybrid room official opening

imageConstruction

An operating room and an interventional catheterization laboratory are basically the same. In design and construction, many states enforce the 2006 Guidelines for Design and Construction of Health Care Facilities. This document has been revised and was published in 2010 (Box 26-1). In the guidelines, both rooms have virtually the same requirements for ventilation, cleanliness, and room finishes. These are 15 room-air changes per hour, relative humidity should be maintained between 30% and 60%, and temperature should be maintained at 68° C to 73° C in operating rooms and 70° C to 75° C in interventional catheterization laboratories. The major differences are in the suite support infrastructure; a surgical suite has requirements for support services that are not required in an interventional catheterization suite. These include:

BOX 26-1. EXCERPTS FROM 2010 GUIDELINES FOR DESIGN AND CONSTRUCTION OF HEALTH CARE FACILITIES

Excerpted from 2010 Guidelines for Design and Construction of Health Care Facilities. Dallas, TX: The Facility Guidelines Institute, 2010.

Operating and Procedure Rooms

Historically, catheterization suites have been located within or adjacent to the facility’s imaging department. Occasionally, the catheterization suite is standalone within the cardiology service area. Like surgical suites, interventional cardiology suites are required to have support areas including adjacent scrub facilities; patient preparation, holding and recover areas; control room, viewing suite, and electrical equipment rooms; clean and soiled workrooms; housekeeping closet; and staff clothing change areas. A key consideration to determine early in the planning process is who holds primary responsibility for the hybrid suite—radiology, interventional radiology, interventional cardiology, or cardiac surgery. Once this is established, the physical construction is easier to develop.

imagePersonnel

To address the key needs of the interdisciplinary teams that will be using the hybrid suite, clinicians and technicians from adult and congenital cardiac surgery, interventional cardiology, anesthesiology, perfusion, vascular surgery, and interventional radiology should be involved from the earliest planning stages (Table 26-3). A multidisciplinary planning team should produce a list of requirements, as well as identify key constraints, such as the existing location of services. These include intensive care, cardiac operating room, and cardiac catheterization laboratories. Initial plans then are produced and refined in conjunction with specialist architects, working closely with equipment vendors. Visiting established hybrid rooms, reviewing plans with teams already familiar with the process and outcomes, and three-dimensional reconstructions are all essential parts of the design process because few hybrid rooms are identical, and it is usually difficult to visualize how a setup will function based purely on architectural drawings.

TABLE 26-3 Key Members of Planning Group for Hybrid Cardiovascular Suite

Clinical Staff
Adult and pediatric cardiothoracic surgeons
Interventional cardiologist
Cardiac anesthesiologist
Vascular surgeon
Perfusionist
Microbiologist
Operating room nurse manager
Cardiac catheterization nurse manager
Business Administrators
Financial officer
Construction and Design
Specialist architect
Specialist interior designer
Hospital estates and facilities manager
Specialist construction manager
Electronic engineer
Information technology manager
Audiovisual specialist
Internal applications specialist

imageLocation

Frequently, the greatest challenge in establishing a hybrid room is identifying a suitable space. If the existing cardiac operating rooms are located separately from the cardiac catheterization laboratories, the hybrid operating room should probably be constructed in proximity to the cardiac operating rooms so that access to cardiac instruments and equipment, CPB machines, perfusionists, cardiac anesthesiologists, extracorporeal membrane oxygenators, and the intensive care unit is optimized. It usually is not possible to convert a single existing cardiac operating room to a hybrid room; a maximally efficient hybrid room requires 900 to 1200 square feet, compared with most operating rooms and catheterization laboratories, which are no more than 400 to 700 square foot. Biplane imaging has a rigid vertical room height requirement of 9′6″ to 9′9,″ and this may be difficult to achieve within an existing operating room complex. The existing space between the ceiling and the floor above is usually full of heating, ventilation, and air conditioning (HVAC) ducts, power and data conduits and cabling, and medical gas pipes. The presence of an interstitial floor above or below the site is a great advantage but is the exception rather than the rule in medical center construction. In the absence of constructing additional space, which often is not feasible in urban locations, potential solutions include combining two existing operating rooms or an operating room and a support area for renovation/expansion into an adjacent space. These also cause a domino effect because of the loss of a functioning space.

imageErgonomics

Several problems commonly are seen in hybrid rooms adapted from catheterization laboratories or operating rooms. The anesthesia area around the head of the bed is typically crowded; positioning of imaging and hemodynamic recording devices may significantly impede flow or movement in the room; sight lines to vital monitoring and imaging may be poor; and moving overhead operating lights and monitors results in collisions with other equipment. One successful solution, described in an excellent case study on setting up a hybrid pediatric cardiac surgery operating room, was to convert the future hybrid suite from a rectangle into a T shape, with the top of the “T” extending from the head of the bed on either side. This provided ample space for the anesthesia boom, anesthetic machine, echocardiography machine, defibrillators, storage cart, and personnel while facilitating access to the patient. Moving bulky hemodynamic and imaging recorders out of the main operating room to a glass-paneled control room linked by a voice-activated microphone system further enhances flow in the main operating room. Creating mobile storage carts dedicated to specific procedures that can be removed from the room when not required frees up additional floor space and further improves flow, particularly if they are located in the horizontal bar of a T-shaped room, so nursing staff no longer have to move around the patient to access equipment. Touch-panel automated doors wide enough to accommodate a bed together with a CPB or extracorporeal membrane oxygenator circuit should be included in the design.

Equipment

imageInfection Control

The two main focuses of infection control are preventing contamination of the hybrid site and adjacent operating rooms during construction and maintaining hygiene once the room is in use. It frequently is necessary to change or limit access to existing facilities and utilities during building work, and eliminating low-level contamination of nearby rooms is challenging. Rigorous infection control risk assessments are mandatory before and during construction. Requirements for infection control once construction is completed differ between surgical disciplines and between countries. Standard provision by many centers now includes laminar air flow with specified volume changes. Ceiling skirts, which are often used in conjunction with laminar flow systems, preclude ceiling-mounted imaging gantries. Furthermore, ceiling-mounted systems are more difficult to clean than floor-mounted systems, interfere with air flow, and may increase the risk for dust contaminating the surgical field if running parts cross the ceiling above the operating table. Their main advantage is that they can move up and down the entire operating field without putting tension onto lines and catheters. Touch panel–operated doors and daily terminal cleaning contribute to optimal infection control once the hybrid room is running.

Both a surgical suite, in which the operating room is located, and a cardiac catheterization suite are required to have staff locker facilities that encourage one-way changing from street clothes to scrubs. A catheterization suite should maintain the same semirestricted and restricted areas that are required in a surgical suite. In terms of dress codes, the standard two-step policy for surgical attire is applied to the hybrid operating room. Education of nonsurgical personnel, who are less familiar with the strict antisepsis requirements required in a cardiac operating room, is mandatory.

imageImaging Equipment

Fluoroscopy is the basic imaging mode provided by all angiography systems, and is the predominantly used modality during surgery because it exposes the patient to less radiation and provides high-resolution, real-time images. Biplanar rather than monoplanar imaging is essential for interventional cardiology-based procedures. Two kinds of C-arms are available: mobile and fixed. Mobile C-arms, which surgeons currently use routinely for screening for missing instruments and catheter placement, are not adequate for visualizing thin guidewires or fine stents or quantifying stenosis of small vessels. The technical specifications for power, frame rate, and heat storage capacity of mobile C-arms are well below those set by the regulatory bodies, and for a room to work as a true hybrid cardiovascular suite, a fixed C-arm should be installed (Figure 26-2). Where available space is lacking, a semimobile system with a fixed generator may be a reasonable compromise. Flat-panel detectors are preferable to image intensifiers because contrast resolution is higher; there is no edge distortion effect, and flat-panel detectors offer three-dimensional (3D) imaging capabilities (see Chapter 3).

Postprocessing of fluoroscopic images allows 3D images to be generated, as well as fusion of fluoroscopic images with any previously acquired 3D images including computerized tomography, magnetic resonance imaging, positron emission tomography, and single-photon emission tomography. The C-arm must be integrated with the operating table if 3D imaging is planned. Fixed C-arms may be ceiling or floor mounted. Although floor-mounted systems are preferred for hygiene reasons outlined earlier, ceiling-mounted systems can image the whole patient without the need to move the operating table, associated lines, catheters, and monitoring and easily can be moved in and out of the operative field as required. Careful attention needs to be paid to idle and working positions. It often is difficult to mobilize a ceiling-mounted C-arm left at the head of the patient during a procedure without interfering with anesthesia and monitoring equipment. Designing a hybrid suite where large imaging equipment must routinely be stored outside defeats the purpose of a true hybrid operating room.

imageAnesthetic Equipment

Anesthesia for hybrid procedures presents particular challenges, and careful attention must be paid to the design and ergonomics of the anesthesia area. Patients undergoing hybrid procedures may be selected because of substantial frailty or morbidity, contraindicating conventional surgery. Procedures starting out without endotracheal intubation may need urgent conversion. In addition to providing anesthesia for procedures that, in the case of transcatheter aortic valve replacement, for example, may require rapid pacing with periods of complete loss of cardiac output, the anesthetic team is simultaneously required to provide accurate transesophageal echocardiographic guidance to interventionalists. Providing real-time image guidance during time-critical parts of the procedure when the patient is often maximally unstable is a different dynamic from providing routine prebypass and postbypass imaging. Primary consideration, therefore, in designing the anesthesia area is ensuring adequate space to accommodate the anesthetic adjuncts to hybrid procedures such as transesophageal echocardiographic machines, somatosensory-evoked potential and cerebral perfusion monitoring, pacing and defibrillator devices, standard invasive monitoring, and drugs and equipment required for cardiac surgery, while ensuring the anesthesia team has optimal access to the patient at all times. The T-shaped design described earlier offers a particularly effective layout, facilitating flow to patient and equipment. Additional improvements in work flow can be obtained by creating an anesthetic room for induction; these are widely used in conventional cardiac operating rooms in Europe because they increase the efficiency with which the rooms can be used by almost eliminating anesthetic turnaround time.

imageCommunication and Audiovisual Equipment

Imaging routing is helpful, so that all prior patient imaging can be brought up on monitoring screens, which also can display any combination of the real-time imaging or monitoring as required. Integration of multiple video inputs, such as echocardiography, angiography, film of the operative field, physiologic monitoring, electrophysiologic mapping, and live processing to produce 3D imaging, can greatly facilitate hybrid procedures but requires careful planning. Cameras may be usefully mounted high on the wall of the hybrid suite and within the central light handle, and if high-definition equipment is used with sufficient zooming and remote control capability, it can provide high-quality video footage for monitoring and education purposes. Fixed cameras can be combined with handheld thoracoscopic cameras for minimally invasive procedures. Voice-activated microphones (both fixed to the wall and mounted on headsets) are most useful for communicating with a separate control room during cardiac catheterization but also can allow the surgical team to communicate outside the operating room without breaking sterility if telephone routers are integrated. Well-planned audiovisual systems also facilitate live teaching, case discussions, and conferencing if video footage is linked to remote monitoring screens and projection centers. Dedicated Ethernet and data ports for each imaging modality, as well as standard Internet access, are necessary for uploading large image files onto hospital mainframes. Hybrid rooms should have DVD recording capability.

Hybrid training

The growth in hybrid procedures may require a cadre of clinicians trained in both cardiovascular interventional and surgical skills, rather than relying on teams composed of traditionally trained interventionalists and surgeons. The training requirements of the American Board of Thoracic Surgeons have evolved to reflect this perception, already prevalent in vascular surgery, and several residency and fellowship training programs have been developed to provide training in catheter-based skills, diagnostic cardiology, and cardiac surgery, with a view to producing cardiovascular specialists rather than cardiothoracic surgeons. Barriers preventing wholesale adoption of this hybrid approach to training include established conventional referral and working practices; the difficulties inherent in acquiring and maintaining skills in highly technical procedures that are not performed routinely in most centers; the challenge of designing a robust curriculum providing high-quality education and training in a new field that is evolving rapidly; and problems associated with workforce planning. Simulation and wet-labs address some of the training and educational challenges, as well as provide a useful platform for building professional working relationships within hybrid cardiovascular teams. Changing established working practice may prove more challenging; in the hybrid procedures described earlier, the roles of the surgeon and interventionalist still fit traditional patterns even if they are working together in the same room. The likelihood is that, as technology continues to favor percutaneous rather than surgical approaches, hybrid procedures will fall predominantly within the realm of traditionally trained interventionalists who not only already possess the necessary technical and clinical skill set but also are the gatekeepers to the patients.

References

1 King S.B.3rd. Who are interventionalists? What about surgeons? JACC Cardiovasc Interv. 2008;1:109-110.

2 Byrne J.G., Leacche M., Vaughan D.E., et al. Hybrid cardiovascular procedures. JACC Cardiovasc Interv. 2008;1:459-468.

3 Kpodonu J., Raney A. The cardiovascular hybrid room a key component for hybrid interventions and image guided surgery in the emerging specialty of cardiovascular hybrid surgery. Interact Cardiovasc Thorac Surg. 2009;9:688-692.

4 Hirsch R. The hybrid cardiac catheterization laboratory for congenital heart disease: From conception to completion. Catheter Cardiovasc Interv. 2008;71:418-428.

5 Nollert G., Wich S. Planning a cardiovascular hybrid operating room: The technical point of view. Heart Surg Forum. 2009;12:E125-E130.

6 Alexander J.H., Hafley G., Harrington R.A., et al. Efficacy and safety of edifoligide, an E2F transcription factor decoy, for prevention of vein graft failure following coronary artery bypass graft surgery: PREVENT IV: A randomized controlled trial. JAMA. 2005;294:2446-2454.

7 Lopes R.D., Hafley G.E., Allen K.B., et al. Endoscopic versus open vein-graft harvesting in coronary-artery bypass surgery. N Engl J Med. 2009;361:235-244.

8 Zhao D.X., Leacche M., Balaguer J.M., et al. Routine intraoperative completion angiography after coronary artery bypass grafting and 1-stop hybrid revascularization results from a fully integrated hybrid catheterization laboratory/operating room. J Am Coll Cardiol. 2009;53:232-241.

9 Chiam P.T., Ruiz C.E. Percutaneous transcatheter aortic valve implantation: Assessing results, judging outcomes, and planning trials: The interventionalist perspective. JACC Cardiovasc Interv. 2008;1:341-350.

10 Feldman T., Kar S., Rinaldi M., et al. Percutaneous mitral repair with the MitraClip system: Safety and midterm durability in the initial EVEREST (Endovascular Valve Edge-to-Edge REpair Study) cohort. J Am Coll Cardiol. 2009;54:686-694.