Protocols for Epidural Insertion

Epidural anesthesia is an important technique that is widely used in a variety of medical procedures, particularly in obstetrics for labor pain management and during surgery of the lower extremities, pelvis, and abdomen. The procedure involves the injection of a local anesthetic into the epidural space surrounding the spinal cord, providing significant pain relief while allowing the patient to remain conscious. Protocols for epidural insertion must be followed carefully to ensure both efficacy and safety.

The first step in the protocol is to obtain informed consent from the patient. This includes a detailed explanation of the procedure, potential risks, benefits, and alternatives. Once consent is obtained, the patient is positioned either sitting or lying on their side with their back arched to maximize the space between the vertebrae. Protocols emphasize this positioning to facilitate access to the epidural space, as clinicians must navigate complex spinal anatomy during needle insertion (1). Sterility is paramount throughout the procedure. The practitioner must don sterile gloves and prepare a sterile field. The patient’s back is then disinfected with an antiseptic solution, and sterile drapes are placed to isolate the area. Protocols also include the application of local anesthetic to the epidural insertion site to minimize discomfort. The epidural needle, typically a Tuohy needle, is inserted through the skin and advanced through the ligamentum flavum into the epidural space. The correct placement of the needle is confirmed using the loss-of-resistance technique or the saline injection method. In the loss-of-resistance technique, the provider attaches a syringe filled with air or saline to the needle and advances the needle while applying gentle pressure to the plunger. As the needle enters the epidural space, there is a sudden loss of resistance, indicating correct placement (2). Once the needle is properly positioned, medication can be injected or a catheter can be threaded through the needle and into the epidural space. When using a catheter, the needle is then removed and the catheter is secured to the patient’s back with tape to prevent movement. A test dose of the anesthetic is administered through the catheter to check for any adverse reactions and to ensure that it is not intravascular or intrathecal (2).

Continuous monitoring of the patient’s vital signs is essential during and after the administration of epidural anesthesia. This includes monitoring blood pressure, heart rate, and respiratory rate to detect signs of complications such as hypotension, bradycardia, or respiratory depression. The anesthetic dose may be adjusted based on the patient’s pain level and physiologic response (3). Although rare, complications associated with epidural anesthesia can occur. These include dural puncture resulting in CSF leak and post-dural puncture headache, infection at the insertion site, epidural hematoma, and nerve damage. Early recognition and management of these complications are critical to reducing adverse outcomes (4).

In summary, protocols for epidural insertion provide best practices in proper patient positioning, confirmation of needle placement, careful catheter insertion, and vigilant monitoring. Although generally safe, awareness and management of potential complications are necessary to ensure patient safety and anesthesia efficacy.

References

  1. Howell CJ. Epidural versus non-epidural analgesia for pain relief in labour. Cochrane Database Syst Rev. 2000;(2):CD000331. doi:10.1002/14651858.CD000331
  2. Checketts MR. AAGBI recommendations for standards of monitoring during anaesthesia and recovery 2015. Anaesthesia. 2016;71(4):470-471. doi:10.1111/anae.13421
  3. Arendt K, Segal S. Why epidurals do not always work. Rev Obstet Gynecol. 2008;1(2):49-55.
  4. Apfel CC, Saxena A, Cakmakkaya OS, Gaiser R, George E, Radke O. Prevention of postdural puncture headache after accidental dural puncture: a quantitative systematic review. Br J Anaesth. 2010;105(3):255-263. doi:10.1093/bja/aeq191