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The office or outpatient setting as a site for procedures is, metaphorically, a small lifeboat (not a pirate ship!) on the high seas away from port and the mothership, far from immediate aid. Whether the site is a detached procedural area on the campus of a large medical center, or a procedure room in a physician’s office, the metaphor is appropriate. The lifeboat and her crew must be capable and equipped to handle emergencies without immediate help from the outside. At a medical center, even a detached outpatient procedural area may have access to a rapid response team with rescue capabilities. However, such advanced emergency support teams will not be as close as they would be if the procedure were taking place in the main hospital. Help may be even more distant when working at a freestanding outpatient surgical suite or a physician’s office, when the municipal emergency response system (911) must be activated. Therefore, the crew of the lifeboat must be prepared to perform the primary resuscitation as they are the first responders.
Patient evaluation for a sedation procedure may begin with the first telephone contact. When the patient first calls to schedule an appointment, an administrative assistant or scheduler may ask screening questions about age, height and weight, the presence of common comorbid diseases such as diabetes, heart and lung disease, snoring/obstructive sleep apnea, and routine use of narcotics or sedatives. Although clerical staff may not have the clinical education to question in detail or follow up on positive findings, initial screening may help determine which patients are good candidates for sedation and those who are not. Categories of sedation include (1) local with minimal to no sedation, (2) moderate sedation, (3) deep sedation, and (4) sedation administered by an anesthesia provider.
The number of minimally invasive procedures and diagnostic imaging examinations requiring moderate sedation has increased greatly in the radiology department. Many procedures in radiology are performed with the use of iodinated contrast media, and safe use of contrast media is important to everyday radiology practice. Providing moderate sedation in the magnetic resonance imaging (MRI) suite presents both patient and environmental challenges. The most common need for moderate sedation in MRI arises from severe anxiety from claustrophobia while in the scanner. It is important to limit patient movement to acquire clear diagnostic images, and in some instances patients require deep sedation or general anesthesia administered by an anesthesiologist. The American College of Radiology and the Joint Commission have published safety guidelines and alerts, and all personnel working in the MRI environment must review these guidelines and receive facility-specific safety training and screening prior to caring for patients in the environment.
This chapter covers pre-screening, history and physical for evaluation of patients who are potential candidates for procedures under sedation, as well as instructions for patients. Patients for elective procedures may be referred by their primary care physician or may be self-referred. Screening, evaluation, and instruction of patients requires clinical experience, and clerical staff members should not be performing any more than simple initial screening or instructing patients as to time, location, and routine standard instructions. The scope of practice of the surgeon/practitioner/physician(s) involved and the individual facility determine the range of procedures possible. The setting may be quite flexible and general (an operating room) or very specifically designed and equipped. Procedures should be scheduled in locations equipped both for the procedure and for sedation and any contingencies that can be routinely expected as a result of either the procedure or the patient.