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In view of the overall experience regarding regional anesthetic techniques to control postoperative pain in infants and children, it is feasible that a similar efficacy and safety profile can be obtained when using such techniques after major orthopedic procedures such as anterior or posterior spinal fusion. I reviewed previous reports regarding the use of neuraxial techniques to provide analgesia after spine surgery in the pediatric population. Variations in both the surgical procedure and the analgesic technique may make the comparison among studies somewhat impractical. Variations of the analgesic technique include 1) the dose of the medications used; 2) the route of delivery (intrathecal or epidural); 3) the mode of delivery (single dose, intermittent bolus dosing, and continuous infusion); 4) the number of epidural catheters used (one versus two); 5) the medications infused (opioids, local anesthetics, or both); 6) the opioid used (morphine, fentanyl, hydromorphone); and 7) the analgesic regimen of the control group (intermittent "as needed" morphine or patient-controlled analgesia). Although limited data are available to document the analgesic superiority of these techniques over parenteral opioids, clinical data offer evidence of other benefits, including decreased intraoperative blood loss and quicker return of gastrointestinal function.
Several postoperative analgesic options are available after major pediatric orthopedic procedures. Given the potential advantages of neuraxial techniques, some investigators have advocated their use in other high-risk surgeries, including repair of congenital cardiac defects (1,2). In view of the overall experience regarding neuraxial analgesic techniques in infants and children, it is feasible that a similar efficacy and safety profile can be obtained with such techniques after major orthopedic procedures such as anterior or posterior spinal fusion (ASF, PSF). The potential for neuraxial techniques in pediatric spine surgery is demonstrated by reports of using regional anesthesia as the sole intraoperative anesthetic for major surgical procedures on the spine in both adults and children. Although most experience with regional anesthesia (lumbar epidural or spinal anesthesia) for surgical anesthesia during spine surgery has involved short segment lumbar spine surgery in adults (35), two groups have reported their experience with neuraxial anesthesia to provide intraoperative anesthesia during spine surgery in infants and children (6,7). Dalens et al. (6) describe their experience with "staged segmental scoliosis surgery" (SSSS), a technique that used spinal or epidural anesthesia. Because of associated comorbid features, including respiratory insufficiency in their cohort of 6 patients, the authors deemed the risks of general anesthesia to be prohibitive. All patients had progressive scoliosis requiring PSF that was performed in a staged approach of 35 segments per procedure. A total of 311 operations were performed under epidural or spinal anesthesia for each patient enrolled in this investigation. Despite their success with SSSS, the authors caution against the use of the technique in inexperienced hands. Aronsson et al. (7) provide additional information regarding the use of regional anesthesia to provide surgical anesthesia during orthopedic/spine surgery in infants and children. In their cohort of 22 patients, 8 underwent successful closure of a lumbar myelomeningocele defect under spinal anesthesia. In addition to the use of neuraxial techniques for intraoperative anesthesia, the literature has provided evidence for the potential efficacy of these techniques to provide postoperative analgesia after spine surgery in adults (810). Joshi et al. (8) compared a lumbar epidural infusion of fentanyl with patient-controlled analgesia (PCA) in a prospective, randomized trial in 20 adults after lumbar laminectomy. Epidural analgesia consisted of a continuous infusion of fentanyl (2 µg/mL) at 410 mL/h administered through an epidural catheter, placed by the surgeon at the completion of the procedure. The catheter tip was placed at the middle of the surgical incision. PCA consisted of morphine, 1 mg every 6 min, as needed. For both groups, IV morphine was available as needed to treat breakthrough pain. Compared with PCA, the epidural group exhibited lower postoperative pain scores and a reduced parenteral morphine requirement during the first 48 h postoperatively. Morphine consumption was 182.4 ± 26.2 mg in the PCA group versus 58.4 ± 16.1 mg in the epidural group. No difference was noted in the adverse effect profile. We found similar efficacy when using epidural catheters to control postoperative pain in a cohort of 7 adults undergoing short segment lumbar fusion with instrumentation (9). The open label, prospective trial used postoperative epidural infusions. The epidural dosing included an initial intraoperative bolus dose of fentanyl (1 µg/kg) and hydromorphone (5 µg/kg). This was followed postoperatively by a bolus dose of a local anesthetic (0.2 mL/kg of 0.125% ropivacaine) after a normal neurologic examination of the lower extremities was documented. Bolus dosing was followed by a continuous infusion of 0.1% ropivacaine with hydromorphone (10 µg/mL) at 0.2 mL · kg-1 · h-1. A standardized pain scale demonstrated that static preoperative pain exceeded dynamic postoperative pain during the 72-h investigational period. Given the above-mentioned studies demonstrating the use of regional anesthetic techniques to provide surgical anesthesia in adults and children for spine surgery as well as the evidence regarding the efficacy and safety of regional anesthesia techniques in providing postoperative analgesia in adults after lumbar spine surgery, neuraxial techniques may be warranted for children after major spine surgery. The remainder of this manuscript will review previous reports regarding the use of neuraxial techniques to provide analgesia after spine surgery in the pediatric population. As the available information regarding these techniques is reviewed, several problematic variables are evident. There are variations in 1) the dose of the medications used; 2) the route of delivery (intrathecal [IT] or epidural); 3) the mode of delivery (single dose, intermittent bolus dosing, or continuous infusion); 4) the number of catheters used (one versus two); 5) the medications infused (opioids, local anesthetics, or both); 6) the opioid used (morphine, fentanyl, hydromorphone); 7) analgesic regimen of the control group (intermittent "as needed" morphine or PCA); 8) the type of surgery (short segment lumbar fusion, short segment laminectomy for dorsal rhizotomy [DR], PSF, and ASF); and 9) the surgical approach (open versus thoracoscopic). With advances in surgical technique, the anterior approach has become much more commonplace (11). The Kaneda system allows an anterior approach for thoracic scoliosis with fusion and instrumentation at 46 levels thereby avoiding the need for a long segment posterior fusion. In our practice, this technique has replaced procedures formerly performed posteriorly or through an anterior-posterior approach. The spinal surgery population also represents a very diverse group of patients with various disease processes including idiopathic scoliosis, neuromuscular conditions, and cerebral palsy. The latter group may have associated developmental delays that affect the assessment of pain. All of these factors need to be considered as the various reports regarding regional anesthetic techniques for postoperative analgesia are reviewed.
ASF and PSF Dalens and Tanguy (12) evaluated the effects of IT morphine (0.025 mg/kg) administered at the lumbar level before the start of the surgical procedure in 20 pediatric patients undergoing either ASF (n = 5) or PSF (n = 15) (Table 1). All of the patients were tracheally extubated within 30 min of completion of the procedure. No patient required postoperative analgesics until the 36th postoperative hour.
Blackman et al. (13) administered IT morphine to 33 pediatric patients undergoing PSF. IT morphine (mean dose, 0.01 mg/kg; range, 0.0070.019 mg/kg) was administered in a volume of 10 mL at the lumbar level approximately 1 h before the completion of the surgical procedure. The average duration of pain relief was 18.8 h (range, 040 h), with 2 patients not demonstrating any pain relief. Although 30 of the 33 patients had spontaneous respirations within 15 min of completion of the procedure, respiratory depression was noted in 3 patients. Late respiratory depression, occurring 6 h postoperatively, was noted in 5 patients and was successfully treated with naloxone (dose not reported). The authors suggest that the higher incidence of respiratory depression in their study population may have been the result of the larger volume used for the IT injection. This large volume (10 mL) was used to minimize the consequences of extrathecal leakage of morphine from the injection site. Goodarzi (14) evaluated the efficacy of lumbar IT morphine (0.02 mg/kg) plus IT sufentanil (50 µg) placed before the start of the surgical procedure during PSF. The study cohort included 80 pediatric patients, 40 of whom received IT morphine/sufentanil and 40 of whom received IV sufentanil (13 µg/kg). The intraoperative blood loss expressed as the percentage of the blood volume was less in the IT morphine/sufentanil group when compared with the control group (27.4% ± 42.8% versus 53.5% ± 33.5% of the blood volume, P < 0.02). The IT patients required postoperative analgesia at 14.5 h postoperatively (range, 036 h) compared with the immediate need in the control group. Additionally, postoperative mobilization was better tolerated in the IT morphine patients. Although the PaCO2 levels were higher in the IT group, no respiratory depression was noted. Gall et al. (15) evaluated the efficacy of 2 doses of IT morphine (2 or 5 µg/kg) versus saline in 30 children ranging in age from 9 to 19 yr undergoing PSF. Intraoperative blood loss was significantly less in the 5 µg/kg group (14 ± 10 mL/kg) than in the 2 µg/kg group (34 ± 19 mL/kg) and the control group (41 ± 23 mL/kg). The first 24 h of morphine consumption by PCA was 49 ± 17, 19 ± 10, and 12 ± 12 mg in the saline, 2 µg/kg, and 5 µg/kg IT morphine groups respectively, P < 0.0001. The time to first analgesic use was 0.2 ± 0.1, 4.0 ± 1.3, and 9.0 ± 4.6 h in the 3 groups respectively (P = 0.0009). Median pain scores at rest were in the 020 mm range during the first 24 h postoperatively in the 2 and 5 µg/kg IT morphine groups and the values were statistically significant from the saline control group at 2, 4, and 14 h postoperatively. Although there was a trend toward lower pain scores in the 5 µg/kg IT morphine group, pain scores during coughing were not different among the 3 groups. Adverse events including end-tidal carbon dioxide more than 55 mm Hg, respiratory rate <12 breaths/minute, sedation score more than 2, nausea, vomiting, and pruritus were not different among the 3 groups.
Dovsal Rhizotomy Similar findings were reported by Harris et al. (17) when comparing the analgesic efficacy of IT morphine after DR in 50 patients. The authors noticed no difference in the quality of analgesia when comparing small dose (715 µg/kg), moderate dose 1625 µg/kg), and large dose (2635 µg/kg) IT morphine therapy. When considering all patients, the duration of analgesia ranged from 3 to 48 h (mean, 12.2 ± 9.5 h). Although the incidence of adverse effects was not different among the 3 groups, nausea and vomiting occurred in 42% of the patients. Naloxone was required in 2 patients, one for apnea in the operating room and another for somnolence.
The variations of the techniques reported in the literature increase when using epidural catheters for analgesia after spine surgery. The techniques differ according to the following criteria: single or double catheter, intermittent versus continuous infusions, opioid used, and the surgical procedure. The latter includes PSF, ASF, and laminectomy with DR.
Single-Catheter, Intermittent Dosing of Epidural Morphine after PSF or DR
Adu-Gyamfi (19) reported the successful use of epidural morphine and bupivacaine to control pain after PSF for idiopathic scoliosis in 22 adolescents ranging in age from 13 to 18 yr. The epidural catheter was inserted at the T8-9 level by the surgeon before closure of the wound. When patients complained of pain, the catheter was dosed with 2 mg of morphine and 4 mL of 0.25% bupivacaine. Pain was assessed using a visual analog score from 0 to 5. Eighteen of 22 patients had complete pain relief with dosing of the catheter whereas the other 4 had a mean pain score of 0.6 ± 0.1. The catheters were left in place for an average of 4.1 ± 0.7 days (range, 35 days) and were dosed an average of 5.5 ± 1.9 times a day (range, 39 days).
Single-Catheter, Intermittent Dosing of Epidural Morphine, DR Lawhorn et al. (21) randomized 14 children to receive either epidural morphine (80 µg/kg) or epidural morphine (80 µg/kg) with epidural butorphanol 40 µg/kg administered via an indwelling epidural catheter after DR. The catheter was placed at the completion of the surgical procedure and dosed every 1824 h during the postoperative period. As-needed supplemental analgesia was provided by PCA morphine. There were statistically significant decreases (morphine group versus morphine-butorphanol group) in the incidence of pruritus (57% versus 0%; P < 0.03), nausea and vomiting (85.7% versus 14.2%; P < 0.03), mean time to sustain oxygen saturation more than 90% without supplemental oxygen (10.79 h versus 0.79 h; P < 0.03), and time to first use of supplemental opioids (40.86 versus 224.86 min; P < 0.045). Both groups experienced adequate analgesia with average pain scores of 2.64 ± 0.43 and 1.67 ± 0.34.
Single Catheter, Continuous Infusion, Epidural Morphine, DR
Single Catheter, Continuous Infusion, PSF
The largest epidural study is that of Shaw et al. (24), which describes experience with epidural analgesia after spinal surgery in 71 pediatric patients. The authors reported retrospective data for 30 patients and prospective data for 41 patients. The surgical procedure was PSF in 50 patients, ASF/PSF in 16 patients, and ASF in 5 patients. For the 5 anterior approaches, the epidural catheter was placed percutaneously by the anesthesiologist, whereas all other catheters were placed intraoperatively by the surgeon at the T9 level. Postoperative infusions consisted of hydromorphone (1050 µg/mL) in 61 patients. The remaining 10 patients received either epidural fentanyl or morphine. In all cases, the infusion also included 0.0625%0.125% bupivacaine with a final infusion rate of 210 mL/h. Early in the course of their experience, 23 patients also received intermittent IV doses of ketorolac; however, this was later determined to be unnecessary. Analgesia was successful in 64 patients, with the patient being arousable yet denying pain. Of the remaining 7 patients, 5 were considered failures and 2 could not be assessed. Cassady et al. (25) compared the efficacy of thoracic epidural analgesia (continuous infusion of bupivacaine and fentanyl) with IV PCA in 33 patients ranging in age from 11 to 18 yr. They noted no difference in the analgesia between the two groups as assessed using a visual analog scale. The epidural group had a faster return of bowel sounds. Twenty percent of patients receiving epidural analgesia had return of bowel sounds on the day of surgery, compared with 0% in the IV PCA group. On the first morning after surgery, bowel sounds were present in 80% of the epidural patients compared with 43.75% of the IV PCA patients. Additional data are presented by Turner et al. (26) using an epidural infusion of fentanyl/bupivacaine after PSF in 14 patients ranging in age from 12 to 22 yr. After catheter placement, location was evaluated with dye injection. In 5 patients, no dye was noted in the epidural space and no analgesia was obtained. In 7 patients, dye was seen in the epidural space, and in 2 patients, dye was seen in the paravertebral gutters. These 9 patients had adequate analgesia. The authors concluded that correctly placed catheters provided effective analgesia.
Single Catheter, Continuous Infusion, ASF
Double Catheter, Continuous Infusion, PSF Similar efficacy using a double-catheter technique was subsequently demonstrated by Ekatodramis et al. (31) in 23 adolescents. At the completion of the surgical procedure, the cephalad catheter was positioned at T4-6 and the lower catheter was positioned at T10-L1. Once a normal postoperative neurologic examination was documented, the epidural infusion was started. This included an initial bolus of 0.0625% bupivacaine (8 mL for patients weighing more than 50 kg and 5 mL for those weighing <50 kg). This was followed by a continuous infusion of 0.0625% bupivacaine with fentanyl 2 µg/mL and clonidine 3 µg/mL at 10 mL/h. The efficacy of analgesia was assessed using a visual analog scale (0 to 100). Complete analgesia at rest was obtained in all of the patients. During mobilization and respiratory physiotherapy, analgesia remained adequate in 19 of the 23 patients. Four of the patients required IV morphine for pain scores more than 30.
With regional anesthesia in children, adverse effects can be related to the solution infused (local anesthetic or opioid) or the catheter itself (infectious risks, potential for neurologic damage). Issues with the local anesthetic include cardiovascular changes related to sympathetic blockade and the potential for vascular uptake and systemic toxicity. Local anesthetic-induced sympathectomy can result in hypotension and, with the use of a high thoracic catheter, potentially bradycardia. These cardiovascular changes may be more problematic in patients with perioperative hypovolemia. Systemic toxicity from local anesthetics may result from the initial bolus dose or continued uptake during the infusion. Current recommendations to decrease the potential for systemic toxicity include limitation of the initial bolus dose to 2.53 mg/kg of bupivacaine and then, in older patients and adolescents, to limit the infusion to 0.30.4 mg · kg-1 · h-1. The literature contains isolated reports of neurologic deficits that may have been contributed to by the epidural analgesic techniques. Hered et al. (32) reported a 12-yr-old girl who developed a persistent Horners syndrome after PSF, whereas Prunell (33) described lower extremity paralysis after PSF in an 11-yr-old patient. In the first patient, the Horners syndrome was still present 6 mo after the surgical procedure. The authors offered several plausible explanations for its etiology, including direct surgical trauma to the thoracic sympathetic fibers of the spinal cord during the procedure, compression of the sympathetic fibers from an isolated hemorrhage, direct trauma to the paravertebral sympathetic chain, or a toxic effect from the epidural. Although previous reports have documented transient Horners syndrome with epidural anesthesia, none resulted in a permanent deficit. In the report of Purnell (33), the epidural catheter was dosed intraoperatively with 20 mL of 0.25% bupivacaine, and when the patient awoke she was unable to move her lower extremities. There was no change over the ensuing 2 h, and the child was returned to the operating room and the spinal instrumentation was removed. Motor and sensory function gradually returned and was back to baseline 9.5 h after dosing of the epidural catheter. As in the other case, no definitive cause of the problem was identified, but the authors offered the possibilities of spinal cord compression, ischemia, or problems related to the epidural anesthesia. The majority of the studies reviewed in this manuscript suggest that normal neurologic function should be demonstrated before the use of local anesthetics. Postoperative weakness or neurologic changes should not be attributed to the epidural catheter but should immediately be evaluated because of the potential for epidural bleeding with spinal cord compromise after these surgical procedures. Should the neurologic findings be erroneously attributed to the use of local anesthetic in the epidural solution, there may be a delay in the diagnosis of potentially reversible surgical conditions. The use of dilute solutions of local anesthetics should eliminate the potential for sensory or motor changes from the local anesthetic. An additional issue with neuraxial techniques of analgesia relates to their potential effect on intraoperative monitoring techniques such as somatosensory evoked potentials. Schubert et al. (34) and Goodarzi et al. (35) have demonstrated no effect on the amplitude or latency of somatosensory evoked potentials after the administration of IT morphine. Loughman et al. (36) demonstrated that the administration of epidural bupivacaine in concentrations of 0.5% and 0.75%, but not 0.25%, interfered with somatosensory evoked potential monitoring. Neuraxial opioids, particularly morphine, can result in rostral spread resulting in delayed respiratory depression. The study of Blackman et al. (13), which included 33 patients who received IT morphine, noted early respiratory depression in 3 patients and late respiratory depression in 5 patients. However, these investigators diluted the IT morphine in 10 mL of fluid, which may have encouraged cephalad spread. In the other reports, no other problems were noted except for occasionally high PaCO2 values when compared with control groups. Additional adverse effects with neuraxial opioids include pruritus, nausea, and vomiting. These problems may be more common with neuraxial morphine (37), with an incidence as high as 30%60% in some studies. These problems led to our use of hydromorphone and fentanyl with a dual epidural catheter technique to limit the need for hydrophilic opioids to achieve greater dermatomal spread. Other investigators have shown that a combination of epidural morphine and butorphanol may effectively eliminate the problems of pruritus, nausea, and vomiting and improve the analgesic efficacy of the epidural technique (21). Perhaps the greatest concern of neuraxial techniques after spine surgery is the potential risk of infection related to the epidural catheter. Despite the increasing experience in the literature with neuraxial techniques after spine surgery, there are no reports of infectious complications related to the regional anesthetic technique. Clinical experience has demonstrated the efficacy of prolonged use of tunnelled catheters (38).
Severe pain is experienced after major spine surgery. There are currently several options available to treat this pain. Given the benefits of regional anesthesia that have been demonstrated in other types of surgical procedures in children, it may be feasible to achieve similar benefits in this population. Given the potential for adverse effects with parenteral opioids, including repression depression, ileus, and sedation, and the reluctance of some centers to use nonsteroidal antiinflammatory drugs because of their effects on platelet function, the gastrointestinal tract, and new bone formation, alternative techniques are needed. The reports in the literature regarding IT/epidural analgesia for spine surgery are limited in many instances by the lack of a control group; however, in most cases, prospective studies demonstrate a reproducible benefit of neuraxial techniques. When considering the use of IT morphine, the literature is reproducible with improvements in postoperative analgesia with a decreased need for IV opioids. Additionally, the studies of Goodarzi (14) as well as Gall et al. (15) demonstrate decreased intraoperative blood loss. Although the dose used by Goodarzi was as large as 20 µg/kg, Gall et al. (15) demonstrated improvements in the postoperative pain course as well as decreased intraoperative blood loss with a lumbar IT morphine dose of 5 µg/kg. This approach seems to be an effective technique with an acceptable adverse effect profile. The major disadvantage is the limited duration of action of 1824 h at best. When considering epidural analgesia, several studies using various combinations of local anesthetics and opioids demonstrate the efficacy of the technique, but there are limited studies to demonstrate its superiority over conventional PCA. Although Amaranth et al. (18) demonstrated decreased opioid requirements in patients who received epidural morphine; the only prospective, randomized trial that has been performed demonstrated no difference in analgesic efficacy between epidural analgesia and IV PCA (25). The study did demonstrate a more rapid return of gastrointestinal function in the epidural group. The lack of analgesic benefit noted in the study of Cassady et al. (25) may have resulted from the use of a lipophilic opioid, fentanyl, to cover several dermatomes (1012 for most procedures). We continue to use the regimen outlined in our previous study (30) for patients undergoing PSF. A dual epidural catheter technique is used to allow the use of lipophilic opioids and thereby avoiding the adverse effects of hydrophilic opioids. The evaluation of the efficacy of regional anesthetic techniques is clouded by the problems mentioned previously, including the dose of the medications used, the route of delivery (IT or epidural), the mode of delivery (single dose, intermittent bolus dosing, or continuous infusion), the number of catheters used (one versus two), the medications infused (opioids, local anesthetics, clonidine), the opioid used (morphine, fentanyl, hydromorphone), analgesic regimen of the control group (intermittent "as-needed" morphine or PCA), the type of surgery (short segment lumbar fusion, short segment laminectomy for DR, PSF, and ASF), and the surgical approach (open versus thoracoscopic). Future studies may help determine the optimal anesthetic technique for these procedures. Potential cost issues related to maintenance of the epidural infusion versus potential cost savings in hospital or ICU stay must be considered. These evaluations should use the current standard of analgesia (IV PCA) as the control group. Given the recent evidence regarding the benefits of acetaminophen in postoperative pain, it may be appropriate to include it in the analgesic regimen of the control group. The new cyclooxygenase 2 inhibitors, if they lack effects on new bone formation, may also be effective adjuncts for the parenteral group. Recent information regarding epidural clonidine and the spine surgery study of Ekatodramis et al. (31), demonstrate that it may offer additional advantages to epidural local anesthetics and opioids. When considering such studies, potential cost issues related to maintenance of the epidural infusion versus potential cost savings in hospital or ICU stay must be considered.
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