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Innovation in sedation and analgesia training

Teng, Wei-Nunga; Su, Bai-Chuanb,c; Cheng, Hung-Weia,b

Current Opinion in Anesthesiology: August 2019 - Volume 32 - Issue 4 - p 472–479
doi: 10.1097/ACO.0000000000000757
DRUGS IN ANESTHESIA: Edited by Ken B. Johnson
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Purpose of review We reviewed evidence of recent innovations in sedation education and discuss experiences with sedation training in Taiwan.

Recent findings Current Status of Sedation Training: Didactic training and supervised clinical mentoring are common methods of sedation training. Although training course designed by professional societies to meet individual hospital credentialing requirements, the course content and training expectations vary and are likely inadequate to non-anesthesiologist sedation practitioners. Less Common Forms of Sedation Training: These include screen-based simulation, high-fidelity manikin-based simulation. Screen-based simulation sedation training is popular, convenient, and relatively inexpensive. Although there are numerous courses available, course content has not been standardized. High-fidelity simulation has been accepted to improve knowledge, self-confidence, awareness of emergency, crisis resource management, and teamwork, but it is costly, time intensive, and requires expertise in using simulation equipment. Although screen-based training is attractive and convenient, there is no evidence to suggest that it can replace high-fidelity simulation. Another recently developed education modality is virtual reality simulation. It has gained recent popularity as an immersive approach to medical training, but minimal content has been developed for sedation training. Beyond training, several other potential innovations may improve sedation effectiveness and patient safety. These include adherence to practice guidelines established by professional organizations, utilization of a pre-procedure sedation checklist, interpreting capnography, and implementation of real-time bedside drug displays that provide predictions of concentrations and their associated effects.

Summary Effective sedation education and training, especially for nonanesthesiologists, is essential to improve patient safety for procedural sedation. Several innovative approaches have been proposed and are relatively early in their development and implementation. Further studies designed to assess the impact of these new training modalities on patient safety and outcomes are warranted.

aDepartment of Anesthesiology, Taipei Veterans General Hospital

bSedation and Anesthesia Committee, Taiwan Society of Anesthesiologists

cStardust Sedation and Analgesia Group, Taipei, Taiwan ROC

Correspondence to Hung-Wei Cheng, MD, Department of Anesthesiology, Taipei Veterans General Hospital, No. 201, Sec. 2, Shipai Rd., Taipei, Taiwan ROC. Tel: +886 2 28757549; fax: +886 2 28751597; e-mail: hwc1127@gmail.com

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INTRODUCTION

There is a significant increase in the volume and type of procedures performed outside of the operation room. The demand for sedation has outgrown the workforce of anesthesia providers, necessitating administration of sedation by various nonanesthesia providers [1]. Compared with practice in the operating room, sedation administered by nonanesthesiologists outside the operating room may increase the risk of adverse events. Some of these include less standardized work environments, more healthcare staff unfamiliar with sedation and resuscitation, and a preponderance of higher risk patients (e.g., children) [2]. As such, education and training of sedation is an essential part of clinical practice and patient safety for both anesthesiologists and nonanesthesiologists. Several professional societies have issued guidelines, curriculums, and practice advisories on this topic (Table 1). Although these guidelines differ in specific content, they emphasize that the training process should include sedative and analgesic pharmacology, levels of sedation, recognition of deeper than intended levels of sedation, basic airway management skills, implementation of a quality improvement process, and mentored practice in a patient care setting.

Table 1

Table 1

A wide variety of course types have been developed for sedation training. These include conventional didactic training, screen-based simulation training, and high-fidelity manikin-based training. Although courses vary in duration and scope, it is not well established what type of training is superior to others and what minimal clinical skills should be demonstrated before a clinician is deemed qualified to administer sedatives. Preliminary work suggests that simulation-based sedation training leads to improved outcomes such as increasing utility of capnography monitoring, better nontechnical behavior skill, and an improved perception of knowledge and confidence [6–8].

The article reviews recent innovations in sedation training and also describes examples of sedation training in Taiwan that utilize a multimodal education program composed of didactic, simulation training, and hands-on practice.

Box 1

Box 1

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INNOVATIONS IN SEDATION TRAINING

Practice guidelines

Several innovations in sedation training have emerged as the scope of sedation practice has expanded across many specialties. Perhaps the most significant innovation is that several professional societies have issued guidelines, curriculums, and practice advisories on this topic. Some of these include a sedation curriculum developed in the United States in 2012 by gastroenterologists for endsocopy procedures (Multisociety Sedation Curriculum for Gastrointestinal Endoscopy) and a similar curriculum in Europe in 2013 [3,4]. The American Society of Anesthesiologists (ASA) released updated practical guideline for moderate procedural sedation and analgesia in 2018 [5▪▪]. These practice guidelines are an important step in establishing training expectations for hospital credentialing bodies.

Didactic training and supervised on the job training have been the traditional methods of training for nonanesthesiologist. To a lesser extent, where available, screen-based and high-fidelity simulation training have been used. A consistent theme among these and other professional medical organizations is the recommendation that simulation be used in sedation training for nonanesthesiologists. A limitation to traditional clinical training is that it does not reliably offer an opportunity for training in crisis management, to address deficiencies in human performance under stress, or addressing deficiencies in effective teamwork.

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Screen-based simulation

Screen-based simulation has been a widely used technique for sedation training. It provides several advantages over traditional didactic training (lectures), such as, it has no limitation on time and space requirements for educational venues. It offers self-directed learning, the opportunity for participants to go at their own pace, the ability to repeat the presentation of course material, step-by-step computer-guided presentation of course material, and a low stress learning environment. Compared with high-fidelity simulation, screen-based simulation has a lower cost of equipment acquisition and maintenance and requires fewer personnel to conduct courses. It does periodically require software and content updates. A systemic review compared screen-based simulation with no noncomputer-based instruction. This analysis revealed that screen-based training was more effective than didactic approaches in terms of user satisfaction, development of knowledge, reasoning, and skill [13].

By way of innovation, an example of screen-based simulation is the ASA's moderate sedation training course directed at nonanesthesiologists who provide procedural sedation. This training address the sedation continuum, preprocedure evaluation and preparation, rescue, how rescue differs from resuscitation, respiratory complications, patient safety monitoring, airway assessment and management, sedation pharmacology, and recovery. It includes instruction and formative assessments of learning.

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High-fidelity simulation training

Another innovation is the use of high-fidelity simulation to provide educational offerings for these items in the context of procedural sedation. Simulation-based training also has positive impacts on teamwork. Sauter et al. demonstrated a study that 26 nurses and 24 physicians in the emergency room were enrolled and completed 1-day simulation-based interprofessional and interdisciplinary training. The results showed better performance in confidence, awareness of an emergency, medical knowledge, and crisis resource management. Meanwhile, the time to give sedation for the procedure (luxated shoulder) was significantly decreased after simulation training (111 versus 187 min, P = 0.002) [11]. Therefore, the simulation training enhanced the emergency room team cooperation and workflow.

Another advantage to high-fidelity simulation provides an environment for trainees to experience the impact of appropriate selection of sedative drugs, proper monitoring techniques, including the level of consciousness, pulse oximetry, the frequency of observations, awareness of hypoventilation, and management of complications of intravenous sedation, including basic to advanced life support and recovery care [9,10].

A nuanced improvement to high-fidelity training for sedation is in-situ training. In-situ sedation simulation training is simulation conducted in the actual clinical environment and may improve performance under the real scenario. Ben-Ari et al. presented a study evaluating the performance of sedation training before and after the in-situ simulation. Sixteen pediatricians were enrolled and completed the in-situ simulation. Participants then were re-evaluated using a validated score during subsequent sedation administrations in the emergency room. The results showed improved scores from a median of 4–6 (P < 0.0009), especially in the task of presedation preparation and equipment checks [12▪]. In summary, high-fidelity simulation (in-situ or in simulation center) provides a realistic environment to learn how to perform safe procedural sedation.

The ASA has a high-fidelity simulation offering that is part of a comprehensive sedation training program. This entire program includes a moderate and a deep sedation screen-based training program described above, a high-fidelity simulation course that reviews important elements of patient evaluation, periprocedural monitoring, and sedation pharmacology, and a mentored practice program.

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Virtual reality simulation

An emerging innovation in simulation is virtual reality. It is an artificial three-dimensional immersive simulated environment that uses visual and auditory stimuli. Although only a few virtual reality sedation training programs have been developed, this technology may serve as an innovative platform for training and assessing skills relevant to sedation practice as has been reported for skills training in surgical fields [14,15▪]. Recent work by Zaveri et al. explored the utility of virtual reality sedation training for pediatric sedation. Their study was a randomized controlled trial comparing virtual reality pediatric sedation training with traditional screen-based training [16▪]. Educational outcome measures included high-fidelity simulation assessment of core skills needed for pediatric sedation practice. The result showed high participant satisfaction with the virtual reality module but no difference between groups. Future work is warranted to establish if this technology applied in sedation training merits further investment to improve patient outcomes. This may require specialized design of virtual reality modules that provide training and assessment tools of how well clinicians can manage rare but harmful adverse events associated with sedation practice.

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Sedation safety checklists

Another innovation is the use of checklists. By way of background, the WHO Surgical Safety Checklist was developed to decrease errors and adverse events and increase teamwork and communication in surgery [17]. Investigators have explored using a checklist approach to improving patient safety in pediatric sedation practice. For example, Kahlenberg et al.[18▪▪] studied the impact of a modified WHO pediatric procedural sedation safety checklist on risk reduction. They found that the adverse event rate in the 5 months immediately before implementing the checklist was 5.2% (54/1033). This rate changed to 3.6% (28/773) at 5 months after implementation but the difference was NS (P = 0.10). This finding may be misleading given that the incidence of severe adverse events in sedation is very rare and a large sample size is needed to properly detect a significant difference. Another limitation was that the data collection period after the checklist had been implemented was short. A longer period of checklist use (e.g., 12–18 months) may have demonstrated a further reduction in adverse events as more staff became facile and rigorous at using the checklist. Future work is warranted exploring the use of checklists in sedation for pre procedure patient assessment and verification of critical equipment and medications in the procedure suite, and equipment.

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Sedative drug effect-site concentration

Another possible innovation for use in sedation practice is the use of drug displays that provide predicted drug effect site concentrations of sedatives and analgesics and their associated drug effects. Practitioners titrate sedatives and analgesics to maintain a patient in the desired level of sedation. This is an intuitive process that includes making frequent and accurate assessments of physiologic parameters (e.g., vital signs), responsiveness (e.g., response to a verbal and tactile stimuli), airway patency, and ventilation, often with the aid of capnography. Providing real time point of care predictions of drug effect-site concentrations and drug effects of interest (e.g., probability of loss of responsiveness, probability of ventilatory depression, probability of analgesia, etc.) may be a useful adjunct to the assessments described above. Several investigators have created models that estimate drug concentrations and effects in sedated volunteers and patients. Others have explored the use of predicted drug effect site concentrations and drug effects in sedation practice using propofol, midazolam, and selected opioids [19–21].

Several nuances to this line of investigation merit discussion. First, sedation practitioners may choose to use more than one drug when providing care to patients undergoing painful but brief procedures. The combination of drugs is typically an opioid and a sedative. Given that their interactions are synergistic for nearly all drug effects, the models must account for this interaction. Second, the time course of most drugs is difficult to predict without a computer. Model predictions require complex math that is difficult for a clinician to use real time without the aid of a computer. The ability to visualize the time course of a sedative bolus or infusion may be useful in guiding titration to minimize unwanted deeper than intended sedation or clinically worrisome ventilatory depression.

The recent rise in utilization of artificial intelligence may prove useful in building more accurate models that better predict drug concentrations and effects.

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Capnography

Another possible innovation for use in sedation practice is capnography. Continuous capnography monitoring has been encouraged during sedation for procedures such as bronchoscopy [22], esophagogastroduodenoscopy (EGD) [23,24], and pediatric procedures. Capnography is displayed in both graphical (waveform) and numerical form and is currently the most widely recommended method for monitoring carbon dioxide. Of note, it is important to recognize that when using capnography in sedation practice, it does not measure end tidal carbon dioxide as is frequently presented on physiologic monitors. Most monitors that have the capability of monitoring carbon dioxide assume that gas measurements are taken from patients with an instrumented airway.

Capnography when the sample line is attached to a nasal cannula or a face mask used for delivery of supplemental oxygen can provide a substantially different waveform from what is typically encountered when sampled from an intubated mechanically ventilated patient. Fresh gas flow, whether the patient is a nasal or oral breather, and partial or complete airway obstruction can substantially influence the waveform presented to a sedation practitioner. For the trained anesthesiologist, interpretation of the capnography waveform may be straightforward, but for the nonanesthesiologists, the addition of capnography may not prevent hypoxemia [25]. Capnography training is needed to ensure that sedation practitioners are familiar with possible artifacts and how to interpret the waveform signal.

The primary advantage of capnography is that it can quickly detect apnea from either central ventilatory depression or partial or complete airway obstruction. Monitors typically alarm when no carbon dioxide is detected within 20–30 s. This is much faster than the development of hypoxia following apena which may take several minutes, especially in the presence of supplemental oxygen.

As capnography monitoring is implemented in sedation suites, there are a few nuances that merit discussion. For example, oral capnography may better represent breathing pattern during EGD procedures [26▪]. Novel bite blocks which monitor both nasal and oral capnography may help better interpret breathing [27]. With the increasing popularity of high-flow nasal cannulas, detection of capnography may be more difficult to use. Novel noninvasive devices such as transcutaneous capnography monitoring may be useful for detection of hypercapnia but does not show respiratory pattern [28].

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IN-OFFICE DENTAL SEDATION EDUCATION PROGRAM: TAIWAN EXPERIENCE

The prevalence of dental carries in preschool children is very high in Taiwan. Children that require complex dental restorations often need sedation to complete these procedures. For safety concerns, these children are often transferred to the hospital for sedation. To improve consistency in the administration of sedation for this patient population, a group of anesthesiologists in Taiwan formed Stardust Sedation and Anesthesia. This group focuses on improving practice in ambulatory anesthesia and providing safe pediatric in-office sedation services. To that end, Stardust Sedation and Anesthesia group held a 3-day educational program for Taiwanese anesthesiologists that reviewed the American Academy of Pediatrics Guidelines for monitoring and management of pediatric patients before, during, and after sedation for diagnostic and therapeutic procedures [29].

The first day focused on understanding the nature of pediatric dental treatment, drug choice, and basic concepts of pediatric dental sedation. The second day focused on different experiences among hospitals and clinics, and the use of capnography and pretracheal stethoscope in dental sedation. The third day focused on organizing an effective dental sedation team and crisis management. There were also hands-on and simulation classes throughout the 3-day course. Therefore 2012, More than 6000 children had been treated under sedation in these dental clinics. The age of the kids receiving pediatric treatment is on average 3 years old. The treatment time ranges from 1 to 5.5 h, with the average time of 2.5 h. The incidence of intubation is 0.17%.

Three major modifications greatly improved the quality of dental sedation. First, a sedation dosing strategy was implemented that maintained a low basal rate of propofol with the use of an intermittent bolus regimen after local anesthetics was given. Second, proper placement of oral gauze and the choice of different suction devices among dental procedures that ensured airway patency. Third, a multimodal sedation regimen was used to minimize adverse side effects of each sedative and analgesic. Several innovation techniques were also applied. To minimize stress when establishing intravenous access, premedication with oral benzodiazepine–antihistamine–ketamine cocktail was used. In our experience, when targeting deep sedation, maintaining airway patency is often needed (e.g., chin-lift). However, it is impractical to perform a persistent chin-lift throughout an entire dental procedure as it would likely interfere with the dental treatment. To that end, we modified a paint roller handle and added a cushion pad over the head to provide an easy and convenient method of maintaining airway patency during pediatric dental procedures that require moderate to deep sedation (Fig. 1). Capnography and pretracheal stethoscope were also used to consistently monitoring airway patency.

FIGURE 1

FIGURE 1

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MODERATE SEDATION COURSE FOR COSMETIC SURGERY: TAIWAN EXPERIENCE

Sedation and analgesia for plastic surgery procedures is often performed by a surgeon or operating room nurse. Their skills and experience in sedation practice, airway management, patient selection, and detected deeper than intended sedation levels are uncertain and likely inadequate. In 2018, a federal law was passed in Taiwan that required an anesthesiologist be present for procedures that require more than moderate sedation. For moderate sedation, an independent nonanesthesiologist doctor other than the surgeon may provide sedation and analgesia after they have completed proper professional training provided by the Taiwan Society of Anesthesiologists (TSA).

To that end, the practice guidelines for moderate procedural sedation and analgesia developed by the ASA and adopted and modified by the TSA were used to develop a sedation training course for nonanesthesiologists interested in providing minimal or moderate sedation. The course is offered in an observed structure clinical examination (OSCE) center of a medical center. The 1-day course consists of a 2-h lecture covering topics germane to moderate procedural sedation to include the sedation continuum, rescue and monitoring equipment, sedation pharmacology, rescue techniques, postsedation care. This is followed by a set of OSCEs that are used to train participants in patient evaluation, airway evaluation, and sedation documentation. Participants then complete three screen-based simulation courses that address under and oversedation and patient rescue. Each participant then completes a written examination and OSCE-based assessments of course material. Upon successful completion, participants receive a certificate of completion and their exam scores. Clinicians desiring to provide moderate sedation are also required to have an active advanced cardiac life support certification.

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CONCLUSION

Procedural sedation training is essential to maintain patient safety, especially for nonanesthesiologists. Many educational offerings have been developed for sedation training and vary in their scope and breadth. Standards and performance expectations for this type of training have been established by several professional societies but are not consistently adhered to. With the expansion of sedation practices where anesthesia care providers are not available, several innovations have been introduced or considered to improve patient safety. Some of these include development of sedation practice guidelines by professional organizations, improvements in screen-based simulation and high-fidelity simulation, early development of virtual reality sedation training, implementation of checklists and capnography monitoring, and utilization of a drug display that presents the time course of predicted drug concentrations and effects.

Despite a wide range of course offerings and potential innovations to improve patient safety, there is a paucity of work exploring the effectiveness of sedation training for nonanesthesiologist sedation practitioners. Studies that characterize adverse outcomes (incidence and severity) and how sedation training may decrease the incidence of these outcomes is warranted. Available publications are primarily descriptive of course offerings in simulation laboratories and patient care practices, but lack sample sizes and experimental designs capable of exploring the potential impact of training on patient outcomes.

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Acknowledgements

None.

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Financial support and sponsorship

None.

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Conflicts of interest

B.-C.S., MD was the ex-CEO and currently anesthesiologists of Stardust Sedation and Anesthesia Group. For the remaining authors none were declared.

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REFERENCES AND RECOMMENDED READING

Papers of particular interest, published within the annual period of review, have been highlighted as:

  • ▪ of special interest
  • ▪▪ of outstanding interest
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REFERENCES

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The study demonstrated an implementation of sedation safety checklist with a completion rate of 75%. The use of the checklist improved capture of critical safety elements but did not reduce the adverse events rate.

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A novel-designed oral bite demonstrated more accurate end tidal carbon dioxide (EtCO2) detection than traditional nasal capnography during sedative esophagogastroduodenoscopy.

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Keywords:

patient safety; procedural sedation training; simulation

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