The Obese Patient

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Chapter 129 The Obese Patient

Obesity is a global issue. An estimated 300 million people throughout the world are obese, defined as having a body mass index (BMI) of 30 kg/m2 or more and 1.5 billion are overweight (BMI ≥25 kg/m2).1 From 2007 to 2008, the prevalence of obesity in the United States was 32.2% among men and 35.5% among women.2 Healthy People 2010 set a goal, in 2001, of lowering the percentage of people in the United States with obesity to 15%. In 2010, Colorado was the only state with an obesity rate below 22%. Thirty-six states had obesity rates of 25% or higher, with the rate in 12 of those 36 states being 30% or above.3 The implications of obesity are far reaching. Medical costs related to obesity accounted for 9.1% of total U.S. medical expenditures in 1998, with total direct and indirect costs estimated to be $147 billion in 2000.4 If the prevalence of obesity currently were the same as it was in 1987, health care spending in the United States would be 10% lower per person, or about $200 billion less each year.5

Obesity is a major risk factor for many diseases and conditions, including type 2 diabetes, hypertension, cardiovascular disease, pulmonary dysfunction, kidney disease, metabolic syndrome, and certain types of cancer. The prevalence of 11 chronic conditions, including those previously mentioned, associated with obesity grew 180% from 1997 to 2005, an increase equal to approximately 29 million additional cases of chronic conditions.5 The implications for spine surgery are multifaceted, including poor wound healing, infection risk, caregiver safety, anesthesia considerations, intraoperative challenges, equipment needs, and biomechanical considerations.

Obesity and Overweight

BMI is defined as the weight in kilograms divided by the square of the height in meters (kg/m2). A BMI over 25 kg/m2 is defined as overweight, and a BMI greater than 30 kg/m2 is defined as obese. Obesity rates, rising threefold or more since 1980 in some areas of North America, the United Kingdom, Eastern Europe, the Middle East, the Pacific Islands, Australasia, and China, is attributed to societal changes that have led to increased consumption of nutrient-poor and energy-dense foods combined with reduced physical activity.1 These changes have dramatically affected children—worldwide it is estimated that 22 million children under age 5 and 18 million children between the ages of 6 to 13 years are overweight or obese. Approximately 30% of Australian, 25.5% of American, and 28.7% of Greek children are overweight or obese.6 The ability to be outdoors is the strongest correlate with physical activity in children. Decreased physical activity and, consequently, decreased energy expenditure, coupled with increased caloric intake, is a major factor in childhood obesity throughout the world.6

Lumbar Spine Disease

Increasing weight causes increased axial loading on the spine. People with increased abdominal girth experience a ventral shift of the center of gravity, leading to loss of neutral position and sagittal alignment. As a result, the thorax is ventral to the pelvis, dramatically increasing the forces experienced by the spine. The repetitive, usual movements associated with activities of daily living are cumulative, subjecting the spine to excessive loads (Fig. 129-1).

The cumulative effect was demonstrated in a radiographic comparison of range of motion in obese and nonobese patients with chronic back pain. Reduced range of motion in obese participants was found to be due to reduced mobility at the pelvic and thoracic levels as well as an increased ventral pelvic tilt. Obesity in this study also was associated with increased lumbar lordosis.7

Repetitive axial loading and loss of sagittal balance in the obese population is known to lead to degenerative changes in the spine. Degenerative characteristics in the lumbar spine were evaluated in a sample of 187 individuals randomly selected from an ancillary project to the Framingham Study. There was a significantly higher prevalence of facet joint disease in obese subjects.8

Hangai et al. investigated factors associated with lumber intervertebral disc degeneration in the elderly. Aging, high BMI, high levels of low-density lipoprotein cholesterol, occupational lifting, and sport activities were all associated with degenerative disc disease in this group of 51- to 86-year-old subjects.9 High BMI was associated with level 4 degenerative disc disease. Aortic calcification/atherosclerosis and lumbar artery stenosis/occlusion also have been associated with lumbar disc degeneration and low back pain.10

A recent meta-analysis of 33 studies evaluated the association between obesity and low back pain. A statistically significant association between BMI and low back pain was noted by Shiri et al., including seeking care for low back pain and chronic low back pain in persons who are overweight or obese.11 The association between excess weight and a higher prevalence of low back pain was stronger in women than men. Increased BMI was a risk factor for low back pain and low back pain–related disability in women.12 A relationship has been reported between low back pain and obesity in women but not men. Waist circumference has been found to be a more significant factor than BMI.13

Thirty-eight patients (30 women, 8 men) were prospectively assessed for their axial low back pain before and after bariatric surgery. Study participants decreased their BMI from 52.25 ± 12.61 kg/m2 to 38.32 ± 9.66 kg/m2 (P < .0001). Twelve months after surgery, participants’ VAS scale scores had decreased from 5.2 ± 3.35 to 2.9 ± 3.1 postoperatively (P = .006). Patients experienced increases in mean physical health and mental health components on the 36-Item Short Form Health Survey (SF-36). Low back pain disability demonstrated significant improvement postoperatively as noted on participants’ Oswestry Disability Index scores.14

Obesity and Associated Comorbidities

Cardiovascular

The cardiovascular implications of obesity include altered metabolism as well as changes in cardiac structure and function. Risk factors associated with obesity include dyslipidemia, hypertension, glucose intolerance, elevated inflammatory markers, and sleep apnea. Adipose tissue is surrounded by an extensive capillary network and functions as an endocrine organ, synthesizing and releasing a variety of compounds. Approximately 30% of the total circulating concentrations of interleukin-6 (IL-6), which modulates C-reactive protein production, originates from adipose tissue.15

Hypervolemia from increased extracellular volume and increased cardiac output are evident in the hypertensive obese patient. Hypertension leads to left ventricular hypertrophy. As hypertension continues, the left ventricle becomes progressively noncompliant, increasing the risk of heart failure.16

Hemodynamically, obese individuals have an increased total blood volume and cardiac output caused by the metabolic demand of increased BMI. Left ventricular hypertrophy and diastolic dysfunction as well as cardiomyopathy are correlated with obesity, and may be predisposing factors to heart failure.15 However, most of the extra volume is distributed to the adipose tissue, whereas renal and cerebral blood flow are normal.16

Diagnostic electrocardiogram interpretation also is influenced by obesity. Changes that may occur include increased heart rate, increased P-R interval, increased QRS interval, increased or decreased QRS voltage, increased Q-T interval, ST-T abnormalities, left axis deviation, flattening of the T wave in inferolateral leads, left atrial abnormalities, and false-positive criteria for inferior myocardial infarction.15

Hypertension is about six times more common in obese individuals. Cardiovascular dysmetabolic syndrome, also known as metabolic syndrome, associates hypertension with an increase in visceral fat. Additionally, a chronic inflammatory state, as evidenced by elevated C-reactive protein and IL-6 levels, may play a role in elevated blood pressure.15

Obese patients may be quite sedentary, with limited mobility, and may not have subjective complaints of cardiac impairment. Early symptoms usually are exertional dyspnea and orthopnea; however, severely obese individuals often do not sleep in bed, and sleep in a nonrecumbent position, such as in a reclining chair. Electrocardiograms may be low voltage and may underestimate right and left ventricular hypertrophy.16 Careful preoperative assessment is necessary.

Diabetes

A recent meta-analysis found type II diabetes associated with overweight and obese individuals.17 Diabetic patients who underwent cervical fusion secondary to myelopathy were found to be male, older, and have more levels fused. They also were more likely to have respiratory, cardiac, and peripheral vascular complications; hematoma or bleeding; transfusion; and dysphagia, with longer lengths of stay and more nonroutine discharges.18

Olsen et al. found diabetes to be the highest independent risk of spinal surgical site infection, and an elevated preoperative or postoperative serum glucose level was independently associated with increased risk of surgical site infection.19

Pulmonary

The respiratory consequences of obesity include alterations in lung volumes, lung mechanics, gas exchange, and respiratory control. In short, reduced expiratory reserve volume, reduced functional residual capacity, reduced total lung capacity, and increased residual volume have significant implications for the anesthetized patient. Careful attention is needed during induction, because obese patients rapidly desaturate despite preoxygenation as a result of a smaller functional residual capacity and an increase in oxygen consumption.16

Mechanically, there is reduced lung and chest wall compliance, increased airway resistance and work of breathing, as well as respiratory muscle inefficiency. Total compliance can fall to 30% of predicted normal.16

Obstructive sleep apnea, difficult intubation, risk of aspiration, and positioning during induction can present unique anesthetic challenges.26 Anatomic alterations associated with obesity include increased adipose tissue around the upper airway, and upper airway collapsibility is higher. Central obesity has been associated with reduced lung volumes. Structural alterations are further compounded by neuromuscular control disturbances, which also appear to play a role in sleep apnea.27

Obstructive sleep apnea occurs because the pharyngeal muscles relax, leading to upper airway collapse during inspiration during sleep. It is characterized by frequent episodes of apnea during sleep and recurrent episodes of hypoxemia and hypercapnea. Obstructive sleep apnea is more likely to lead to total obstruction if the pharyngeal muscle tone is reduced by drugs, as with surgery.

Because of the risks involved with intubation of the obese patient, awake fiberoptic intubation should be considered. Care must be taken to ensure that sufficient ventilation is being provided. During the postoperative period, effects of anesthetics, sedatives, and opioids can diminish ventilatory drive and upper airway control. Nursing staff must be educated on the potential of carbon dioxide retention.

Caregiver Safety

Nurses’ aides, orderlies, and attendants have the highest rates of work-acquired musculoskeletal disorders.31 In one institution, the rate of work injuries attributed to obese patient handling was found to be 29.8%, and 27.9% of all lost work days and 37.2% of all restricted work days were attributed to bariatric patient handling.32 Caregiver safety as well as patient safety is of the utmost importance in the context of obese spine patient handling. Ergonomically safe work environments that utilize state-of-the-art patient handling equipment must be a top priority for all health care organizations.3240

Surgical Issues in Obesity

The surgical management of obese patients should follow the same individualized approach as that for nonobese persons, with special considerations taken when considering the operative approach, table and positioning, and equipment requirements.

Shamji et al. completed an analysis of 244,170 thoracolumbar and lumbar spinal fusions done in obese patients. They found that these patients had an increased number of blood transfusions and an increased likelihood of discharge to assisted living. Morbidly obese patients undergoing dorsal fusion were more likely to experience wound complications and postoperative wound infections.41

Operative Table and Positioning

The Jackson table is radiolucent and has a load-bearing capacity of up to 500 pounds. The Jackson table allows the abdomen to hang freely in the prone position, reducing epidural venous bleeding. Appropriate and ample padding as well as immobilization are especially necessary for patient safety. Gel pads are used to protect from pressure and subsequent skin breakdown. Skin is protected before the use of tape for immobilization. Peripheral nerve palsies from positioning and the increased patient body mass can cause traction stresses on the axillary and/or peripheral neurovascular bundles.21 Operating table failure has been reported, so heightened attention to standard procedures should be followed.42

The goal of proper positioning is to obtain optimal exposure and visualization while optimizing cardiovascular and respiratory dynamics and avoiding blood loss, venous congestion, neurovascular compromise, and pressure point complications.43 Supine, lateral decubitus, kneeling, and sitting positions all require the same preplanned, individualized approach to ensure patient safety. Additionally, preprocedure general medical conditions and anesthetic considerations should be included in preoperative planning.44

The supine position allows exposure for ventral cervical, transthoracic, and transabdominal approaches, as well as ventral iliac crest bone graft harvest. Arm boards, sleds, and draw sheets may be used to support the upper extremities. With substantial girth, care must be taken not to lean into the patient. Visualization for ventral cervical approaches can be adversely affected by a large submandibular panniculus. If ventral cervical exposure will be suboptimal due to the patient’s body habitus, a dorsal approach should be contemplated.

The prone position poses a greater threat for respiratory compromise and abdominal compression, which may lead to increased venous congestion, more difficult hemostasis, and increased peak airway pressure. The Jackson table, previously described, aids in alleviating these issues. It is crucial to provide support to an excessive hanging abdominal panniculus.

The lateral decubitus position may used if the prone position is contraindicated or the operating table is insufficient, or for visualization of the ventral or lateral thoracolumbar spine. This position accommodates those patients with a large thoracoabdominal pannus that poses challenges in the supine position. However, dorsal midline dissections may be more difficult, especially in the cervical spine and in the case of spinal instability. Spinal alignment may be maintained with a pillow or other supports, but this position should be used with great caution in this setting.

Although the kneeling position may have the benefits of lowering intra-abdominal pressure and providing increased hemostasis, better visualization, and lower cardiac and respiratory pressures, it is more time consuming, increases susceptibility to pressure injuries, and may lead to potential difficulties by altering the lumbar curvature during surgery. These potential complications warrant careful consideration during preoperative planning.

The sitting position poses potential challenges due to the obese patient’s large ventral mass along with limited flexibility. Additionally, the obese patient has the tendency to slip downward during the procedure, and shoulder immobilization may interfere with the operative field. Generally, the prone position provides adequate positioning for dorsal cervical approaches with fewer potential concerns.43

Preplanning is key, regardless of the patient positioning strategy used. Preplanning requires keen attention to available equipment, staffing, and what strategy is safest for the patient and care providers while still being able to meet the operative goals (Fig. 129-3).

Wound Closure

Meticulous attention to tight wound closure will aid in the prevention of postoperative wound complications. The poor vascularity of adipose tissue and the overall thickness and lack of strength of the adipose layer for suture retention contribute to the morbidity associated with the wound in an obese patient. Dead space should be minimized with multilayered closure. Use of a closely spaced, interrupted dermal layer of suture, as well as approximation of the superficial fascia within the adipose layer, may add to the strength of the superficial approximation. Additionally, placement of a wound drain will prevent accumulation of blood and body fluid, which can be quite significant in the obese patient. Accumulation of blood and body fluid can lead to chronic wound leakage, a tense and painful wound area, hematoma formation, and potential for a large fluid-filled cavity in the surgical area and a nonhealing wound (Fig. 129-4).

Superficial drainage often is seen initially after surgery. Care providers must be taught to provide meticulous, frequent wound care. With persistent or recurrent drainage or dehiscence, general surgical techniques with superficial opening, debridement, and, if necessary, packing of the wound is warranted. Many wound-healing products are available, and consultation with a wound and skin care provider can be considered. Deeper subfascial infections usually require operative debridement and thorough irrigation followed by fascial reapproximation and layered drainage or suprafascial packing with healing by granulation. If debridement of the wound edges is required, large retention sutures or surgical undermining may be helpful for wound reapproximation.43

Aggressive surgical management is important when an infection has been identified. Antibiotic penetration into adipose tissue is poor. Only superficial infections should be treated by local debridement and antibiotic therapy. Deeper infections require intraoperative debridement and irrigation followed by a prolonged course of antibiotic therapy.

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