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A Longitudinal Analysis of Functional Disability, Recovery, and Nursing Home Utilization After Hospitalization for Ambulatory Care Sensitive Conditions Among Community-Living Older Persons

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A Longitudinal Analysis of Functional Disability, Recovery, and Nursing Home Utilization After Hospitalization for Ambulatory Care Sensitive Conditions Among Community-Living Older Persons

Acute illnesses requiring hospitalization serve as a sentinel event, with many older adults requiring assistance with activities of daily living (ADLs) upon discharge.1-3 Older adults who are frail experience even higher rates of hospital-associated disability, and rates of recovery to baseline functional status have varied.4,5 Loss of independence in ADLs has been associated with nursing home (NH) utilization, caregiver burden, and mortality.6

To date, studies have characterized functional trajectories before and after hospitalization in older persons for broad medical conditions, noting persistence of disability and incomplete recovery to baseline functional status.7 Prior evaluations have also noted the long-term disabling impact of critical conditions such as acute myocardial infarction, stroke, and sepsis,8,9 but a knowledge gap exists regarding the subsequent functional disability, recovery, and incident NH admission among older persons who are hospitalized for ambulatory care sensitive conditions (ACSCs). Often considered potentially preventable with optimal ambulatory care,10,11 ACSCs represent acute, chronic, and vaccine-preventable conditions, including urinary tract infection, congestive heart failure, diabetes mellitus, and pneumonia. Investigating the aforementioned patient-centered measures post hospitalization could provide valuable supporting evidence for the continued recognition of ACSC-related hospitalizations in national quality payment programs set forth by the Centers for Medicare & Medicaid Services (CMS).12 Demonstrating adverse outcomes after ACSC-related hospitalizations may help support interventions that target potentially preventable ACSC-related hospitalizations, such as home-based care or telehealth, with the goal of improving functional outcomes and reducing NH admission in older persons.

To address these gaps, we evaluated ACSC-related hospitalizations among participants of the Precipitating Events Project (PEP), a 19-year longitudinal study of community-living persons who were initially nondisabled in their basic functional activities. In the 6 months following an ACSC-related hospitalization, our objectives were to describe: (1) the 6-month course of postdischarge functional disability, (2) the cumulative monthly probability of functional recovery, and (3) the cumulative monthly probability of incident NH admission.

METHODS

Study Population

Participants were drawn from the PEP study, an ongoing, prospective, longitudinal study of 754 community-dwelling persons aged 70 years or older.13 Potential participants were members of a large health plan in greater New Haven, Connecticut, and were enrolled from March 1998 through October 1999. As previously described,14 persons were oversampled if they were physically frail, as denoted by a timed score >10 seconds on the rapid gait test. Exclusion criteria included significant cognitive impairment with no available proxy, life expectancy less than 12 months, plans to leave the area, and inability to speak English. Participants were initially required to be nondisabled in four basic activities of daily living (bathing, dressing, walking across a room, and transferring from a chair). Eligibility was determined during a screening telephone interview and was confirmed during an in-home assessment. Of the eligible members, 75.2% agreed to participate in the project, and persons who declined to participate did not significantly differ in age or sex from those who were enrolled. The Yale Human Investigation Committee approved the study protocol, and all participants provided verbal informed consent.

Data Collection

From 1998 to 2017, comprehensive home-based assessments were completed by trained research nurses at baseline and at 18-month intervals over 234 months (except at 126 months), and telephone interviews were completed monthly through June 2018, to obtain information on disability over time. For participants who had significant cognitive impairment or who were unavailable, we interviewed a proxy informant using a rigorous protocol with demonstrated reliability and validity.14 All incident NH admissions, including both short- and long-term stays, were identified using the CMS Skilled Nursing Facility claims file and Long Term Care Minimum Data Set. Deaths were ascertained by review of obituaries and/or from a proxy informant, with a completion rate of 100%. A total of 688 participants (91.2%) had died after a median follow-up of 108 months, while 43 participants (5.7%) dropped out of the study after a median follow-up of 27 months. Among all participants, data were otherwise available for 99.2% of 85,531 monthly telephone interviews.

Assembly of Analytic Sample

PEP participants were considered for inclusion in the analytic sample if they had a hospitalization with an ACSC as the primary diagnosis on linked Medicare claims data. The complete list of ACSCs was defined using specifications from the Agency for Healthcare Research and Quality,15 and was assembled using the International Classification of Disease, Ninth Revision, Clinical Modification (ICD-9-CM) classification prior to October 1, 2015, and ICD Tenth Revision, Clinical Modification (ICD-10-CM) classification after October 1, 2015 (Appendix Table 1). Examples of ACSCs include congestive heart failure, dehydration, urinary tract infection, and angina without procedure. As performed previously,16,17 two ACSCs (low birthweight; asthma in younger adults 18-39 years) were not included in this analysis because they were not based on full adult populations.

ACSC-related hospitalizations were included through December 2017. Participants could contribute more than one ACSC-related hospitalization over the course of the study based on the following criteria: (1) participant did not have a prior non-ACSC-related hospitalization within an 18-month interval; (2) participant did not have a prior ACSC-related hospitalization or treat-and-release emergency department (ED) visit within an 18-month interval (to ensure independence of observations if the participant was still recovering from the prior event and because some of the characteristics within Table 1 are susceptible to change in the setting of an intervening event and, hence, would not accurately reflect the status of the participant prior to ACSC-related hospitalization); (3) participant was not admitted from a NH; (4) participant did not have an in-hospital intensive care unit (ICU) stay (because persons with critical illness are a distinct population with frequent disability and prolonged recovery, as previously described18), in-hospital death, or death before first follow-up interview (because our aim was to evaluate disability and recovery after the hospitalization7).

Characteristics From the Comprehensive Assessment Immediately Prior to ACSC-Related Hospitalization

Assembly of the primary analytic sample is depicted in the Appendix Figure. Of the 814 patients who were identified with ACSC-related hospitalizations, 107 had a prior non-ACSC-related hospitalization and 275 had a prior ACSC-related hospitalization or a treat-and-release ED visit within an 18-month interval. Of the remaining 432 ACSC-related hospitalizations, 181 were excluded: 114 patients were admitted from a NH, 38 had an in-hospital ICU stay, 3 died in the hospital, 11 died before their first follow-up interview, and 15 had withdrawn from the study. The primary analytic sample included the remaining 251 ACSC-related hospitalizations, contributed by 196 participants. Specifically, nine participants contributed three ACSC-related hospitalizations each, 37 participants contributed two hospitalizations each, and the remaining 150 participants contributed one hospitalization each. During the 6-month follow-up period, 40 participants contributing ACSC-related hospitalizations died after a median (interquartile range [IQR]) of 4 (2-5) months, and 1 person refused continued participation.

Comprehensive Assessments

During the comprehensive in-home assessments, data were obtained on demographic characteristics. Age was measured in years at the time of the ACSC-related hospitalization. In addition, we describe factors from the comprehensive assessment immediately prior to the ACSC-related hospitalization, grouped into two additional domains related to disability19: health-related and cognitive-psychosocial. The health-related factors included nine self-reported, physician-diagnosed chronic conditions and frailty. The cognitive-psychosocial factors included social support, cognitive impairment, and depressive symptoms.

Assessment of Disability

Complete details about the assessment of disability have been previously described.13,14,19,20 Briefly, disability was assessed during the monthly telephone interviews, and included four basic activities (bathing, dressing, walking across a room, and transferring from a chair), five instrumental activities (shopping, housework, meal preparation, taking medications, and managing finances), and three mobility activities (walking a quarter mile, climbing a flight of stairs, and lifting or carrying 10 lb). Participants were asked, “At the present time, do you need help from another person to [complete the task]?” Disability was operationalized as the need for personal assistance or an inability to perform the task. Participants were also asked about a fourth mobility activity, “Have you driven a car during the past month?” Those who responded no were classified as being disabled in driving.19

The number of disabilities overall and for each functional domain (basic, instrumental, and mobility) was summed. Possible disability scores ranged from 0 to 13, with a score of 0 indicating complete independence in all of the items, and a score of 13 indicating complete dependence. Worse postdischarge disability was defined as a total disability score (0-13) at the first telephone interview after an ACSC-related hospitalization that was greater than the total disability score from the telephone interview immediately preceding hospitalization.

Outcome Measures

The primary outcome was the number of disabilities in all 13 basic, instrumental, and mobility activities in each of the 6 months following discharge from an ACSC-related hospitalization. To determine whether our findings were consistent across the three functional domains, we also evaluated the number of disabilities in the four basic, five instrumental, and four mobility activities separately. As secondary outcomes, we evaluated: (1) the cumulative probability of recovery within the 6-month follow-up time frame after an ACSC-related hospitalization, with “recovery” defined as return to the participant’s pre-ACSC-related hospitalization total disability score, and (2) the cumulative probability of incident NH admission within the 6 months after an ACSC-related hospitalization. Aligned with CMS and prior literature,21,22 we defined a short-term NH stay as ≤100 days and a long-term NH stay as >100 days.

Statistical Analysis

Pre-ACSC-related hospitalization characteristics were summarized by means (SDs) and frequencies with proportions. We determined the mean number of disabilities in each of the 6 months following hospital discharge, with the prehospitalization value included as a reference point. We also determined the mean (SD) number of disabilities for the three subscales of disability (basic activities of daily living [BADLs], instrumental activities of daily living [IADLs], and mobility activities). We calculated the cumulative probability of recovery within 6 months of hospital discharge. Finally, we determined the cumulative probability of incident NH admission during the 6 months after hospital discharge.

To test the robustness of our main results, we conducted a sensitivity analysis assessing disability scores of the 150 participants that contributed only one ACSC-related hospitalization. All analyses were performed using Stata, version 16.0, statistical software (StataCorp).

RESULTS

Table 1 shows the characteristics of the 251 ACSC-related hospitalizations immediately prior to hospitalization. Participants’ mean (SD) age was 85.1 (6.0) years, and the mean total disability score was 5.4. The majority were female, non-Hispanic White, frail, and lived alone. As shown in Appendix Table 2, the three most common reasons for ACSC-related hospitalizations were congestive heart failure (n = 69), bacterial pneumonia (n = 53), and dehydration (n = 44).

The Figure shows the disability scores during the 6-month follow-up period for total, basic, instrumental, and mobility activities, in panels A, B, C, and D, respectively. The exact values are provided in Appendix Table 3. After hospitalization, disability scores for total, basic, instrumental, and mobility activities peaked at month 1 and tended to improve modestly over the next 5 months, but remained greater, on average, than pre-hospitalization scores. Of the 40 participants who died within the 6-month follow-up period, 36 (90%) had worse disability scores in their last month of life than in the month prior to their ACSC-related hospitalization.

Table 2 shows the cumulative probability of functional recovery after ACSC-related hospitalizations. Recovery was incomplete, with only 70% (95% CI, 64%-76%) of hospitalizations achieving a return to the pre-hospitalization total disability score within 6 months of hospitalization.

Cumulative Monthly Probability of Recovery to Pre-ACSC-Related Hospitalization Functional Status

Table 3 shows the cumulative probability of incident NH admission after an ACSC-related hospitalization. Of the 251 ACSC-related hospitalizations, incident NH admission was experienced by 38% (95% CI, 32%-44%) within 1 month and 50% (95% CI, 43%-56%) within 6 months of discharge. Short-term NH stays accounted for 90 (75.6%) of the 119 incident NH admissions within the 6 months after ACSC-related hospitalizations. Sensitivity analyses yielded comparable disability scores, shown in Appendix Table 4.

DISCUSSION

In this longitudinal study of community-living older persons, we evaluated functional disability, recovery, and incident NH admission within 6 months of hospitalization for an ACSC. Our study has three major findings. First, disability scores for total, basic, instrumental, and mobility activities at months 1 to 6 of follow-up were greater on average than pre-hospitalization scores. Second, functional recovery was not achieved by 3 of 10 participants after an ACSC-related hospitalization. Third, half of them experienced an incident NH admission within 6 months of discharge from an ACSC-related hospitalization, although about three-quarters of these were short-term stays. Our findings provide evidence that older persons experience clinically meaningful adverse patient-reported outcomes after ACSC-related hospitalizations.

Prior research involving ACSCs has focused largely on rates of hospitalization as a measure of access to primary care and the associated factors predictive of ACSC-related hospitalizations,23-26 and has not addressed subsequent patient-reported outcomes. The findings in this analysis highlight that older persons experience worsening disability immediately after an ACSC-related hospitalization, which persists for prolonged periods and often results in incomplete recovery. Prior research has assessed pre-hospitalization functional status through retrospective recall approaches,2 included only older adults discharged with incident disability,3 and examined functional status after all-cause medical illness hospitalizations.5 Our prospective analysis extends the literature by reliably capturing pre-hospital disability scores and uniquely assessing the cohort of older persons hospitalized with ACSCs.

Our work is relevant to the continued evaluation of ACSC-related hospitalizations in national quality measurement and payment initiatives among Medicare beneficiaries. In prior evaluations of ACSC-related quality measures, stakeholders have criticized the measures for limited validity due to a lack of evidence linking each utilization outcome to other patient-centered outcomes.10,27 Our work addresses this gap by demonstrating that ACSC-related hospitalizations are linked to persistent disability, incomplete functional recovery, and incident NH admissions. Given the large body of evidence demonstrating the priority older persons place on these patient-reported outcomes,28,29 our work should reassure policymakers seeking to transform quality measurement programs into a more patient-oriented enterprise.

Our findings have several clinical practice, research, and policy implications. First, more-effective clinical strategies to minimize the level of care required for acute exacerbations of ACSC-related illnesses may include: (1) substituting home-based care30 and telehealth interventions31 for traditional inpatient hospitalization, (2) making in-ED resources (ie, case management services, geriatric-focused advanced practice providers) more accessible for older persons with ACSC-related illnesses, thereby enhancing care transitions and follow-up to avoid potential current and subsequent hospitalizations, and (3) ensuring adequate ambulatory care access to all older persons, as prior work has shown variation in ACSC hospital admission rates dependent on population factors such as high-poverty neighborhoods,16 insurance status,16,32 and race/ethnicity.33

Clinical strategies have been narrow and not holistic for ACSCs; for example, many institutions have focused on pneumonia vaccinations to reduce hospitalizations, but our work supports the need to further evaluate the impact of preventing ACSC-related hospitalizations and their associated disabling consequences. For patients admitted to the hospital, clinical strategies, such as in-hospital or post-hospital mobility and activity programs, have been shown to be protective against hospital-associated disability.34,35 Furthermore, hospital discharge planning could include preparing older persons for anticipated functional disabilities, associated recoveries, and NH admission after ACSC-related hospitalizations. Risk factors contributing to post-hospitalization functional disability and recovery have been identified,19,20,36 but future work is needed to: (1) identify target populations (including those most likely to worsen) so that interventions can be offered earlier in the course of care to those who would benefit most, and (2) identify and learn from those who are resilient and have recovered, to better understand factors contributing to their success.

Our study has several strengths. First, the study is unique due to its longitudinal design, with monthly assessments of functional status. Since functional status was assessed prospectively before the ACSC-related hospitalization, we also have avoided any potential concern for recall bias that may be present if assessed after the hospitalization. Additionally, through the use of Medicare claims and the Minimum Data Set, the ascertainment of hospitalizations and NH admissions was likely complete for the studied population.

However, the study has limitations. First, functional measures were based on self-reports rather than objective measurements. Nevertheless, the self-report function is often used to guide coverage determinations in the Medicare program, as it has been shown to be associated with poor health outcomes.37 Second, we are unable to comment on the rate of functional decline or NH admission when an older person was not hospitalized in relation to an ACSC. Future analyses may benefit from using a control group (eg, older adults without an ACSC hospitalization or older adults with a non-ACSC hospitalization). Third, we used strict exclusion criteria to identify a population of older adults without recent hospitalizations to determine the isolated impact of ACSC hospitalization on disability, incident NH admission, and functional recovery. Considering this potential selection bias, our findings are likely conservative estimates of the patient-centered outcomes evaluated. Fourth, participants were not asked about feeding and toileting. However, the incidence of disability in these ADLs is low among nondisabled, community-living older persons, and it is highly uncommon for disability to develop in these ADLs without concurrent disability in the ADLs within this analysis.14,38

Finally, because our study participants were members of a single health plan in a small urban area and included nondisabled older persons living in the community, our findings may not be generalizable to geriatric patients in other settings. Nonetheless, the demographics of our cohort reflect those of older persons in New Haven County, Connecticut, which are similar to the demographics of the US population, with the exception of race and ethnicity. In addition, the generalizability of our results are strengthened by the study’s high participation rate and minimal attrition.

CONCLUSION

Within 6 months of ACSC-related hospitalizations, community-living older persons exhibited greater total disability scores than those immediately preceding hospitalization. In the same time frame, 3 of 10 older persons did not achieve functional recovery, and half experienced incident NH admission. These results provide evidence regarding the continued recognition of ACSC-related hospitalizations in federal quality measurement and payment programs and suggests the need for preventive and comprehensive interventions to meaningfully improve longitudinal outcomes.

Acknowledgments

We thank Denise Shepard, BSN, MBA, Andrea Benjamin, BSN, Barbara Foster, and Amy Shelton, MPH, for assistance with data collection; Geraldine Hawthorne, BS, for assistance with data entry and management; Peter Charpentier, MPH, for design and development of the study database and participant tracking system; and Joanne McGloin, MDiv, MBA, for leadership and advice as the Project Director. Each of these persons were paid employees of Yale School of Medicine during the conduct of this study.

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References

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1Department of Emergency Medicine, Yale School of Medicine, New Haven, Connecticut; 2National Clinician Scholars Program, Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 3Center for Outcomes Research and Evaluation, Yale School of Medicine, New Haven, Connecticut; 4Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 5Geriatrics Research, Education, and Clinical Center, James J Peters VAMC, Bronx, New York.

Disclosures
Dr Gettel is supported by the Yale National Clinician Scholars Program and by Clinical and Translational Science Award (CTSA) Grant Number TL1TR00864 from the National Center for Advancing Translational Science (NCATS). Dr Venkatesh reports career development support of grant KL2TR001862 from the NCATS and Yale Center for Clinical Investigation and the American Board of Emergency Medicine–National Academy of Medicine Anniversary Fellowship. Dr Murphy and Dr Gill are supported by the Yale Claude D Pepper Older Americans Independence Center (P30AG021342), and Dr Gill is additionally supported by a grant from the National Institute on Aging (NIA) (R01AG017560). Dr Hwang is also supported by the NIA (R33AG058926, R61AG069822), the John A Hartford Foundation, and the Gary and Mary West Health Institute. The funders had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; and preparation or approval of the manuscript.

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Journal of Hospital Medicine 16(8)
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469-475. Published Online Only July 21, 2021
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1Department of Emergency Medicine, Yale School of Medicine, New Haven, Connecticut; 2National Clinician Scholars Program, Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 3Center for Outcomes Research and Evaluation, Yale School of Medicine, New Haven, Connecticut; 4Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 5Geriatrics Research, Education, and Clinical Center, James J Peters VAMC, Bronx, New York.

Disclosures
Dr Gettel is supported by the Yale National Clinician Scholars Program and by Clinical and Translational Science Award (CTSA) Grant Number TL1TR00864 from the National Center for Advancing Translational Science (NCATS). Dr Venkatesh reports career development support of grant KL2TR001862 from the NCATS and Yale Center for Clinical Investigation and the American Board of Emergency Medicine–National Academy of Medicine Anniversary Fellowship. Dr Murphy and Dr Gill are supported by the Yale Claude D Pepper Older Americans Independence Center (P30AG021342), and Dr Gill is additionally supported by a grant from the National Institute on Aging (NIA) (R01AG017560). Dr Hwang is also supported by the NIA (R33AG058926, R61AG069822), the John A Hartford Foundation, and the Gary and Mary West Health Institute. The funders had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; and preparation or approval of the manuscript.

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1Department of Emergency Medicine, Yale School of Medicine, New Haven, Connecticut; 2National Clinician Scholars Program, Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 3Center for Outcomes Research and Evaluation, Yale School of Medicine, New Haven, Connecticut; 4Department of Internal Medicine, Yale School of Medicine, New Haven, Connecticut; 5Geriatrics Research, Education, and Clinical Center, James J Peters VAMC, Bronx, New York.

Disclosures
Dr Gettel is supported by the Yale National Clinician Scholars Program and by Clinical and Translational Science Award (CTSA) Grant Number TL1TR00864 from the National Center for Advancing Translational Science (NCATS). Dr Venkatesh reports career development support of grant KL2TR001862 from the NCATS and Yale Center for Clinical Investigation and the American Board of Emergency Medicine–National Academy of Medicine Anniversary Fellowship. Dr Murphy and Dr Gill are supported by the Yale Claude D Pepper Older Americans Independence Center (P30AG021342), and Dr Gill is additionally supported by a grant from the National Institute on Aging (NIA) (R01AG017560). Dr Hwang is also supported by the NIA (R33AG058926, R61AG069822), the John A Hartford Foundation, and the Gary and Mary West Health Institute. The funders had no role in the design and conduct of the study; collection, management, analysis, and interpretation of the data; and preparation or approval of the manuscript.

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Acute illnesses requiring hospitalization serve as a sentinel event, with many older adults requiring assistance with activities of daily living (ADLs) upon discharge.1-3 Older adults who are frail experience even higher rates of hospital-associated disability, and rates of recovery to baseline functional status have varied.4,5 Loss of independence in ADLs has been associated with nursing home (NH) utilization, caregiver burden, and mortality.6

To date, studies have characterized functional trajectories before and after hospitalization in older persons for broad medical conditions, noting persistence of disability and incomplete recovery to baseline functional status.7 Prior evaluations have also noted the long-term disabling impact of critical conditions such as acute myocardial infarction, stroke, and sepsis,8,9 but a knowledge gap exists regarding the subsequent functional disability, recovery, and incident NH admission among older persons who are hospitalized for ambulatory care sensitive conditions (ACSCs). Often considered potentially preventable with optimal ambulatory care,10,11 ACSCs represent acute, chronic, and vaccine-preventable conditions, including urinary tract infection, congestive heart failure, diabetes mellitus, and pneumonia. Investigating the aforementioned patient-centered measures post hospitalization could provide valuable supporting evidence for the continued recognition of ACSC-related hospitalizations in national quality payment programs set forth by the Centers for Medicare & Medicaid Services (CMS).12 Demonstrating adverse outcomes after ACSC-related hospitalizations may help support interventions that target potentially preventable ACSC-related hospitalizations, such as home-based care or telehealth, with the goal of improving functional outcomes and reducing NH admission in older persons.

To address these gaps, we evaluated ACSC-related hospitalizations among participants of the Precipitating Events Project (PEP), a 19-year longitudinal study of community-living persons who were initially nondisabled in their basic functional activities. In the 6 months following an ACSC-related hospitalization, our objectives were to describe: (1) the 6-month course of postdischarge functional disability, (2) the cumulative monthly probability of functional recovery, and (3) the cumulative monthly probability of incident NH admission.

METHODS

Study Population

Participants were drawn from the PEP study, an ongoing, prospective, longitudinal study of 754 community-dwelling persons aged 70 years or older.13 Potential participants were members of a large health plan in greater New Haven, Connecticut, and were enrolled from March 1998 through October 1999. As previously described,14 persons were oversampled if they were physically frail, as denoted by a timed score >10 seconds on the rapid gait test. Exclusion criteria included significant cognitive impairment with no available proxy, life expectancy less than 12 months, plans to leave the area, and inability to speak English. Participants were initially required to be nondisabled in four basic activities of daily living (bathing, dressing, walking across a room, and transferring from a chair). Eligibility was determined during a screening telephone interview and was confirmed during an in-home assessment. Of the eligible members, 75.2% agreed to participate in the project, and persons who declined to participate did not significantly differ in age or sex from those who were enrolled. The Yale Human Investigation Committee approved the study protocol, and all participants provided verbal informed consent.

Data Collection

From 1998 to 2017, comprehensive home-based assessments were completed by trained research nurses at baseline and at 18-month intervals over 234 months (except at 126 months), and telephone interviews were completed monthly through June 2018, to obtain information on disability over time. For participants who had significant cognitive impairment or who were unavailable, we interviewed a proxy informant using a rigorous protocol with demonstrated reliability and validity.14 All incident NH admissions, including both short- and long-term stays, were identified using the CMS Skilled Nursing Facility claims file and Long Term Care Minimum Data Set. Deaths were ascertained by review of obituaries and/or from a proxy informant, with a completion rate of 100%. A total of 688 participants (91.2%) had died after a median follow-up of 108 months, while 43 participants (5.7%) dropped out of the study after a median follow-up of 27 months. Among all participants, data were otherwise available for 99.2% of 85,531 monthly telephone interviews.

Assembly of Analytic Sample

PEP participants were considered for inclusion in the analytic sample if they had a hospitalization with an ACSC as the primary diagnosis on linked Medicare claims data. The complete list of ACSCs was defined using specifications from the Agency for Healthcare Research and Quality,15 and was assembled using the International Classification of Disease, Ninth Revision, Clinical Modification (ICD-9-CM) classification prior to October 1, 2015, and ICD Tenth Revision, Clinical Modification (ICD-10-CM) classification after October 1, 2015 (Appendix Table 1). Examples of ACSCs include congestive heart failure, dehydration, urinary tract infection, and angina without procedure. As performed previously,16,17 two ACSCs (low birthweight; asthma in younger adults 18-39 years) were not included in this analysis because they were not based on full adult populations.

ACSC-related hospitalizations were included through December 2017. Participants could contribute more than one ACSC-related hospitalization over the course of the study based on the following criteria: (1) participant did not have a prior non-ACSC-related hospitalization within an 18-month interval; (2) participant did not have a prior ACSC-related hospitalization or treat-and-release emergency department (ED) visit within an 18-month interval (to ensure independence of observations if the participant was still recovering from the prior event and because some of the characteristics within Table 1 are susceptible to change in the setting of an intervening event and, hence, would not accurately reflect the status of the participant prior to ACSC-related hospitalization); (3) participant was not admitted from a NH; (4) participant did not have an in-hospital intensive care unit (ICU) stay (because persons with critical illness are a distinct population with frequent disability and prolonged recovery, as previously described18), in-hospital death, or death before first follow-up interview (because our aim was to evaluate disability and recovery after the hospitalization7).

Characteristics From the Comprehensive Assessment Immediately Prior to ACSC-Related Hospitalization

Assembly of the primary analytic sample is depicted in the Appendix Figure. Of the 814 patients who were identified with ACSC-related hospitalizations, 107 had a prior non-ACSC-related hospitalization and 275 had a prior ACSC-related hospitalization or a treat-and-release ED visit within an 18-month interval. Of the remaining 432 ACSC-related hospitalizations, 181 were excluded: 114 patients were admitted from a NH, 38 had an in-hospital ICU stay, 3 died in the hospital, 11 died before their first follow-up interview, and 15 had withdrawn from the study. The primary analytic sample included the remaining 251 ACSC-related hospitalizations, contributed by 196 participants. Specifically, nine participants contributed three ACSC-related hospitalizations each, 37 participants contributed two hospitalizations each, and the remaining 150 participants contributed one hospitalization each. During the 6-month follow-up period, 40 participants contributing ACSC-related hospitalizations died after a median (interquartile range [IQR]) of 4 (2-5) months, and 1 person refused continued participation.

Comprehensive Assessments

During the comprehensive in-home assessments, data were obtained on demographic characteristics. Age was measured in years at the time of the ACSC-related hospitalization. In addition, we describe factors from the comprehensive assessment immediately prior to the ACSC-related hospitalization, grouped into two additional domains related to disability19: health-related and cognitive-psychosocial. The health-related factors included nine self-reported, physician-diagnosed chronic conditions and frailty. The cognitive-psychosocial factors included social support, cognitive impairment, and depressive symptoms.

Assessment of Disability

Complete details about the assessment of disability have been previously described.13,14,19,20 Briefly, disability was assessed during the monthly telephone interviews, and included four basic activities (bathing, dressing, walking across a room, and transferring from a chair), five instrumental activities (shopping, housework, meal preparation, taking medications, and managing finances), and three mobility activities (walking a quarter mile, climbing a flight of stairs, and lifting or carrying 10 lb). Participants were asked, “At the present time, do you need help from another person to [complete the task]?” Disability was operationalized as the need for personal assistance or an inability to perform the task. Participants were also asked about a fourth mobility activity, “Have you driven a car during the past month?” Those who responded no were classified as being disabled in driving.19

The number of disabilities overall and for each functional domain (basic, instrumental, and mobility) was summed. Possible disability scores ranged from 0 to 13, with a score of 0 indicating complete independence in all of the items, and a score of 13 indicating complete dependence. Worse postdischarge disability was defined as a total disability score (0-13) at the first telephone interview after an ACSC-related hospitalization that was greater than the total disability score from the telephone interview immediately preceding hospitalization.

Outcome Measures

The primary outcome was the number of disabilities in all 13 basic, instrumental, and mobility activities in each of the 6 months following discharge from an ACSC-related hospitalization. To determine whether our findings were consistent across the three functional domains, we also evaluated the number of disabilities in the four basic, five instrumental, and four mobility activities separately. As secondary outcomes, we evaluated: (1) the cumulative probability of recovery within the 6-month follow-up time frame after an ACSC-related hospitalization, with “recovery” defined as return to the participant’s pre-ACSC-related hospitalization total disability score, and (2) the cumulative probability of incident NH admission within the 6 months after an ACSC-related hospitalization. Aligned with CMS and prior literature,21,22 we defined a short-term NH stay as ≤100 days and a long-term NH stay as >100 days.

Statistical Analysis

Pre-ACSC-related hospitalization characteristics were summarized by means (SDs) and frequencies with proportions. We determined the mean number of disabilities in each of the 6 months following hospital discharge, with the prehospitalization value included as a reference point. We also determined the mean (SD) number of disabilities for the three subscales of disability (basic activities of daily living [BADLs], instrumental activities of daily living [IADLs], and mobility activities). We calculated the cumulative probability of recovery within 6 months of hospital discharge. Finally, we determined the cumulative probability of incident NH admission during the 6 months after hospital discharge.

To test the robustness of our main results, we conducted a sensitivity analysis assessing disability scores of the 150 participants that contributed only one ACSC-related hospitalization. All analyses were performed using Stata, version 16.0, statistical software (StataCorp).

RESULTS

Table 1 shows the characteristics of the 251 ACSC-related hospitalizations immediately prior to hospitalization. Participants’ mean (SD) age was 85.1 (6.0) years, and the mean total disability score was 5.4. The majority were female, non-Hispanic White, frail, and lived alone. As shown in Appendix Table 2, the three most common reasons for ACSC-related hospitalizations were congestive heart failure (n = 69), bacterial pneumonia (n = 53), and dehydration (n = 44).

The Figure shows the disability scores during the 6-month follow-up period for total, basic, instrumental, and mobility activities, in panels A, B, C, and D, respectively. The exact values are provided in Appendix Table 3. After hospitalization, disability scores for total, basic, instrumental, and mobility activities peaked at month 1 and tended to improve modestly over the next 5 months, but remained greater, on average, than pre-hospitalization scores. Of the 40 participants who died within the 6-month follow-up period, 36 (90%) had worse disability scores in their last month of life than in the month prior to their ACSC-related hospitalization.

Table 2 shows the cumulative probability of functional recovery after ACSC-related hospitalizations. Recovery was incomplete, with only 70% (95% CI, 64%-76%) of hospitalizations achieving a return to the pre-hospitalization total disability score within 6 months of hospitalization.

Cumulative Monthly Probability of Recovery to Pre-ACSC-Related Hospitalization Functional Status

Table 3 shows the cumulative probability of incident NH admission after an ACSC-related hospitalization. Of the 251 ACSC-related hospitalizations, incident NH admission was experienced by 38% (95% CI, 32%-44%) within 1 month and 50% (95% CI, 43%-56%) within 6 months of discharge. Short-term NH stays accounted for 90 (75.6%) of the 119 incident NH admissions within the 6 months after ACSC-related hospitalizations. Sensitivity analyses yielded comparable disability scores, shown in Appendix Table 4.

DISCUSSION

In this longitudinal study of community-living older persons, we evaluated functional disability, recovery, and incident NH admission within 6 months of hospitalization for an ACSC. Our study has three major findings. First, disability scores for total, basic, instrumental, and mobility activities at months 1 to 6 of follow-up were greater on average than pre-hospitalization scores. Second, functional recovery was not achieved by 3 of 10 participants after an ACSC-related hospitalization. Third, half of them experienced an incident NH admission within 6 months of discharge from an ACSC-related hospitalization, although about three-quarters of these were short-term stays. Our findings provide evidence that older persons experience clinically meaningful adverse patient-reported outcomes after ACSC-related hospitalizations.

Prior research involving ACSCs has focused largely on rates of hospitalization as a measure of access to primary care and the associated factors predictive of ACSC-related hospitalizations,23-26 and has not addressed subsequent patient-reported outcomes. The findings in this analysis highlight that older persons experience worsening disability immediately after an ACSC-related hospitalization, which persists for prolonged periods and often results in incomplete recovery. Prior research has assessed pre-hospitalization functional status through retrospective recall approaches,2 included only older adults discharged with incident disability,3 and examined functional status after all-cause medical illness hospitalizations.5 Our prospective analysis extends the literature by reliably capturing pre-hospital disability scores and uniquely assessing the cohort of older persons hospitalized with ACSCs.

Our work is relevant to the continued evaluation of ACSC-related hospitalizations in national quality measurement and payment initiatives among Medicare beneficiaries. In prior evaluations of ACSC-related quality measures, stakeholders have criticized the measures for limited validity due to a lack of evidence linking each utilization outcome to other patient-centered outcomes.10,27 Our work addresses this gap by demonstrating that ACSC-related hospitalizations are linked to persistent disability, incomplete functional recovery, and incident NH admissions. Given the large body of evidence demonstrating the priority older persons place on these patient-reported outcomes,28,29 our work should reassure policymakers seeking to transform quality measurement programs into a more patient-oriented enterprise.

Our findings have several clinical practice, research, and policy implications. First, more-effective clinical strategies to minimize the level of care required for acute exacerbations of ACSC-related illnesses may include: (1) substituting home-based care30 and telehealth interventions31 for traditional inpatient hospitalization, (2) making in-ED resources (ie, case management services, geriatric-focused advanced practice providers) more accessible for older persons with ACSC-related illnesses, thereby enhancing care transitions and follow-up to avoid potential current and subsequent hospitalizations, and (3) ensuring adequate ambulatory care access to all older persons, as prior work has shown variation in ACSC hospital admission rates dependent on population factors such as high-poverty neighborhoods,16 insurance status,16,32 and race/ethnicity.33

Clinical strategies have been narrow and not holistic for ACSCs; for example, many institutions have focused on pneumonia vaccinations to reduce hospitalizations, but our work supports the need to further evaluate the impact of preventing ACSC-related hospitalizations and their associated disabling consequences. For patients admitted to the hospital, clinical strategies, such as in-hospital or post-hospital mobility and activity programs, have been shown to be protective against hospital-associated disability.34,35 Furthermore, hospital discharge planning could include preparing older persons for anticipated functional disabilities, associated recoveries, and NH admission after ACSC-related hospitalizations. Risk factors contributing to post-hospitalization functional disability and recovery have been identified,19,20,36 but future work is needed to: (1) identify target populations (including those most likely to worsen) so that interventions can be offered earlier in the course of care to those who would benefit most, and (2) identify and learn from those who are resilient and have recovered, to better understand factors contributing to their success.

Our study has several strengths. First, the study is unique due to its longitudinal design, with monthly assessments of functional status. Since functional status was assessed prospectively before the ACSC-related hospitalization, we also have avoided any potential concern for recall bias that may be present if assessed after the hospitalization. Additionally, through the use of Medicare claims and the Minimum Data Set, the ascertainment of hospitalizations and NH admissions was likely complete for the studied population.

However, the study has limitations. First, functional measures were based on self-reports rather than objective measurements. Nevertheless, the self-report function is often used to guide coverage determinations in the Medicare program, as it has been shown to be associated with poor health outcomes.37 Second, we are unable to comment on the rate of functional decline or NH admission when an older person was not hospitalized in relation to an ACSC. Future analyses may benefit from using a control group (eg, older adults without an ACSC hospitalization or older adults with a non-ACSC hospitalization). Third, we used strict exclusion criteria to identify a population of older adults without recent hospitalizations to determine the isolated impact of ACSC hospitalization on disability, incident NH admission, and functional recovery. Considering this potential selection bias, our findings are likely conservative estimates of the patient-centered outcomes evaluated. Fourth, participants were not asked about feeding and toileting. However, the incidence of disability in these ADLs is low among nondisabled, community-living older persons, and it is highly uncommon for disability to develop in these ADLs without concurrent disability in the ADLs within this analysis.14,38

Finally, because our study participants were members of a single health plan in a small urban area and included nondisabled older persons living in the community, our findings may not be generalizable to geriatric patients in other settings. Nonetheless, the demographics of our cohort reflect those of older persons in New Haven County, Connecticut, which are similar to the demographics of the US population, with the exception of race and ethnicity. In addition, the generalizability of our results are strengthened by the study’s high participation rate and minimal attrition.

CONCLUSION

Within 6 months of ACSC-related hospitalizations, community-living older persons exhibited greater total disability scores than those immediately preceding hospitalization. In the same time frame, 3 of 10 older persons did not achieve functional recovery, and half experienced incident NH admission. These results provide evidence regarding the continued recognition of ACSC-related hospitalizations in federal quality measurement and payment programs and suggests the need for preventive and comprehensive interventions to meaningfully improve longitudinal outcomes.

Acknowledgments

We thank Denise Shepard, BSN, MBA, Andrea Benjamin, BSN, Barbara Foster, and Amy Shelton, MPH, for assistance with data collection; Geraldine Hawthorne, BS, for assistance with data entry and management; Peter Charpentier, MPH, for design and development of the study database and participant tracking system; and Joanne McGloin, MDiv, MBA, for leadership and advice as the Project Director. Each of these persons were paid employees of Yale School of Medicine during the conduct of this study.

Acute illnesses requiring hospitalization serve as a sentinel event, with many older adults requiring assistance with activities of daily living (ADLs) upon discharge.1-3 Older adults who are frail experience even higher rates of hospital-associated disability, and rates of recovery to baseline functional status have varied.4,5 Loss of independence in ADLs has been associated with nursing home (NH) utilization, caregiver burden, and mortality.6

To date, studies have characterized functional trajectories before and after hospitalization in older persons for broad medical conditions, noting persistence of disability and incomplete recovery to baseline functional status.7 Prior evaluations have also noted the long-term disabling impact of critical conditions such as acute myocardial infarction, stroke, and sepsis,8,9 but a knowledge gap exists regarding the subsequent functional disability, recovery, and incident NH admission among older persons who are hospitalized for ambulatory care sensitive conditions (ACSCs). Often considered potentially preventable with optimal ambulatory care,10,11 ACSCs represent acute, chronic, and vaccine-preventable conditions, including urinary tract infection, congestive heart failure, diabetes mellitus, and pneumonia. Investigating the aforementioned patient-centered measures post hospitalization could provide valuable supporting evidence for the continued recognition of ACSC-related hospitalizations in national quality payment programs set forth by the Centers for Medicare & Medicaid Services (CMS).12 Demonstrating adverse outcomes after ACSC-related hospitalizations may help support interventions that target potentially preventable ACSC-related hospitalizations, such as home-based care or telehealth, with the goal of improving functional outcomes and reducing NH admission in older persons.

To address these gaps, we evaluated ACSC-related hospitalizations among participants of the Precipitating Events Project (PEP), a 19-year longitudinal study of community-living persons who were initially nondisabled in their basic functional activities. In the 6 months following an ACSC-related hospitalization, our objectives were to describe: (1) the 6-month course of postdischarge functional disability, (2) the cumulative monthly probability of functional recovery, and (3) the cumulative monthly probability of incident NH admission.

METHODS

Study Population

Participants were drawn from the PEP study, an ongoing, prospective, longitudinal study of 754 community-dwelling persons aged 70 years or older.13 Potential participants were members of a large health plan in greater New Haven, Connecticut, and were enrolled from March 1998 through October 1999. As previously described,14 persons were oversampled if they were physically frail, as denoted by a timed score >10 seconds on the rapid gait test. Exclusion criteria included significant cognitive impairment with no available proxy, life expectancy less than 12 months, plans to leave the area, and inability to speak English. Participants were initially required to be nondisabled in four basic activities of daily living (bathing, dressing, walking across a room, and transferring from a chair). Eligibility was determined during a screening telephone interview and was confirmed during an in-home assessment. Of the eligible members, 75.2% agreed to participate in the project, and persons who declined to participate did not significantly differ in age or sex from those who were enrolled. The Yale Human Investigation Committee approved the study protocol, and all participants provided verbal informed consent.

Data Collection

From 1998 to 2017, comprehensive home-based assessments were completed by trained research nurses at baseline and at 18-month intervals over 234 months (except at 126 months), and telephone interviews were completed monthly through June 2018, to obtain information on disability over time. For participants who had significant cognitive impairment or who were unavailable, we interviewed a proxy informant using a rigorous protocol with demonstrated reliability and validity.14 All incident NH admissions, including both short- and long-term stays, were identified using the CMS Skilled Nursing Facility claims file and Long Term Care Minimum Data Set. Deaths were ascertained by review of obituaries and/or from a proxy informant, with a completion rate of 100%. A total of 688 participants (91.2%) had died after a median follow-up of 108 months, while 43 participants (5.7%) dropped out of the study after a median follow-up of 27 months. Among all participants, data were otherwise available for 99.2% of 85,531 monthly telephone interviews.

Assembly of Analytic Sample

PEP participants were considered for inclusion in the analytic sample if they had a hospitalization with an ACSC as the primary diagnosis on linked Medicare claims data. The complete list of ACSCs was defined using specifications from the Agency for Healthcare Research and Quality,15 and was assembled using the International Classification of Disease, Ninth Revision, Clinical Modification (ICD-9-CM) classification prior to October 1, 2015, and ICD Tenth Revision, Clinical Modification (ICD-10-CM) classification after October 1, 2015 (Appendix Table 1). Examples of ACSCs include congestive heart failure, dehydration, urinary tract infection, and angina without procedure. As performed previously,16,17 two ACSCs (low birthweight; asthma in younger adults 18-39 years) were not included in this analysis because they were not based on full adult populations.

ACSC-related hospitalizations were included through December 2017. Participants could contribute more than one ACSC-related hospitalization over the course of the study based on the following criteria: (1) participant did not have a prior non-ACSC-related hospitalization within an 18-month interval; (2) participant did not have a prior ACSC-related hospitalization or treat-and-release emergency department (ED) visit within an 18-month interval (to ensure independence of observations if the participant was still recovering from the prior event and because some of the characteristics within Table 1 are susceptible to change in the setting of an intervening event and, hence, would not accurately reflect the status of the participant prior to ACSC-related hospitalization); (3) participant was not admitted from a NH; (4) participant did not have an in-hospital intensive care unit (ICU) stay (because persons with critical illness are a distinct population with frequent disability and prolonged recovery, as previously described18), in-hospital death, or death before first follow-up interview (because our aim was to evaluate disability and recovery after the hospitalization7).

Characteristics From the Comprehensive Assessment Immediately Prior to ACSC-Related Hospitalization

Assembly of the primary analytic sample is depicted in the Appendix Figure. Of the 814 patients who were identified with ACSC-related hospitalizations, 107 had a prior non-ACSC-related hospitalization and 275 had a prior ACSC-related hospitalization or a treat-and-release ED visit within an 18-month interval. Of the remaining 432 ACSC-related hospitalizations, 181 were excluded: 114 patients were admitted from a NH, 38 had an in-hospital ICU stay, 3 died in the hospital, 11 died before their first follow-up interview, and 15 had withdrawn from the study. The primary analytic sample included the remaining 251 ACSC-related hospitalizations, contributed by 196 participants. Specifically, nine participants contributed three ACSC-related hospitalizations each, 37 participants contributed two hospitalizations each, and the remaining 150 participants contributed one hospitalization each. During the 6-month follow-up period, 40 participants contributing ACSC-related hospitalizations died after a median (interquartile range [IQR]) of 4 (2-5) months, and 1 person refused continued participation.

Comprehensive Assessments

During the comprehensive in-home assessments, data were obtained on demographic characteristics. Age was measured in years at the time of the ACSC-related hospitalization. In addition, we describe factors from the comprehensive assessment immediately prior to the ACSC-related hospitalization, grouped into two additional domains related to disability19: health-related and cognitive-psychosocial. The health-related factors included nine self-reported, physician-diagnosed chronic conditions and frailty. The cognitive-psychosocial factors included social support, cognitive impairment, and depressive symptoms.

Assessment of Disability

Complete details about the assessment of disability have been previously described.13,14,19,20 Briefly, disability was assessed during the monthly telephone interviews, and included four basic activities (bathing, dressing, walking across a room, and transferring from a chair), five instrumental activities (shopping, housework, meal preparation, taking medications, and managing finances), and three mobility activities (walking a quarter mile, climbing a flight of stairs, and lifting or carrying 10 lb). Participants were asked, “At the present time, do you need help from another person to [complete the task]?” Disability was operationalized as the need for personal assistance or an inability to perform the task. Participants were also asked about a fourth mobility activity, “Have you driven a car during the past month?” Those who responded no were classified as being disabled in driving.19

The number of disabilities overall and for each functional domain (basic, instrumental, and mobility) was summed. Possible disability scores ranged from 0 to 13, with a score of 0 indicating complete independence in all of the items, and a score of 13 indicating complete dependence. Worse postdischarge disability was defined as a total disability score (0-13) at the first telephone interview after an ACSC-related hospitalization that was greater than the total disability score from the telephone interview immediately preceding hospitalization.

Outcome Measures

The primary outcome was the number of disabilities in all 13 basic, instrumental, and mobility activities in each of the 6 months following discharge from an ACSC-related hospitalization. To determine whether our findings were consistent across the three functional domains, we also evaluated the number of disabilities in the four basic, five instrumental, and four mobility activities separately. As secondary outcomes, we evaluated: (1) the cumulative probability of recovery within the 6-month follow-up time frame after an ACSC-related hospitalization, with “recovery” defined as return to the participant’s pre-ACSC-related hospitalization total disability score, and (2) the cumulative probability of incident NH admission within the 6 months after an ACSC-related hospitalization. Aligned with CMS and prior literature,21,22 we defined a short-term NH stay as ≤100 days and a long-term NH stay as >100 days.

Statistical Analysis

Pre-ACSC-related hospitalization characteristics were summarized by means (SDs) and frequencies with proportions. We determined the mean number of disabilities in each of the 6 months following hospital discharge, with the prehospitalization value included as a reference point. We also determined the mean (SD) number of disabilities for the three subscales of disability (basic activities of daily living [BADLs], instrumental activities of daily living [IADLs], and mobility activities). We calculated the cumulative probability of recovery within 6 months of hospital discharge. Finally, we determined the cumulative probability of incident NH admission during the 6 months after hospital discharge.

To test the robustness of our main results, we conducted a sensitivity analysis assessing disability scores of the 150 participants that contributed only one ACSC-related hospitalization. All analyses were performed using Stata, version 16.0, statistical software (StataCorp).

RESULTS

Table 1 shows the characteristics of the 251 ACSC-related hospitalizations immediately prior to hospitalization. Participants’ mean (SD) age was 85.1 (6.0) years, and the mean total disability score was 5.4. The majority were female, non-Hispanic White, frail, and lived alone. As shown in Appendix Table 2, the three most common reasons for ACSC-related hospitalizations were congestive heart failure (n = 69), bacterial pneumonia (n = 53), and dehydration (n = 44).

The Figure shows the disability scores during the 6-month follow-up period for total, basic, instrumental, and mobility activities, in panels A, B, C, and D, respectively. The exact values are provided in Appendix Table 3. After hospitalization, disability scores for total, basic, instrumental, and mobility activities peaked at month 1 and tended to improve modestly over the next 5 months, but remained greater, on average, than pre-hospitalization scores. Of the 40 participants who died within the 6-month follow-up period, 36 (90%) had worse disability scores in their last month of life than in the month prior to their ACSC-related hospitalization.

Table 2 shows the cumulative probability of functional recovery after ACSC-related hospitalizations. Recovery was incomplete, with only 70% (95% CI, 64%-76%) of hospitalizations achieving a return to the pre-hospitalization total disability score within 6 months of hospitalization.

Cumulative Monthly Probability of Recovery to Pre-ACSC-Related Hospitalization Functional Status

Table 3 shows the cumulative probability of incident NH admission after an ACSC-related hospitalization. Of the 251 ACSC-related hospitalizations, incident NH admission was experienced by 38% (95% CI, 32%-44%) within 1 month and 50% (95% CI, 43%-56%) within 6 months of discharge. Short-term NH stays accounted for 90 (75.6%) of the 119 incident NH admissions within the 6 months after ACSC-related hospitalizations. Sensitivity analyses yielded comparable disability scores, shown in Appendix Table 4.

DISCUSSION

In this longitudinal study of community-living older persons, we evaluated functional disability, recovery, and incident NH admission within 6 months of hospitalization for an ACSC. Our study has three major findings. First, disability scores for total, basic, instrumental, and mobility activities at months 1 to 6 of follow-up were greater on average than pre-hospitalization scores. Second, functional recovery was not achieved by 3 of 10 participants after an ACSC-related hospitalization. Third, half of them experienced an incident NH admission within 6 months of discharge from an ACSC-related hospitalization, although about three-quarters of these were short-term stays. Our findings provide evidence that older persons experience clinically meaningful adverse patient-reported outcomes after ACSC-related hospitalizations.

Prior research involving ACSCs has focused largely on rates of hospitalization as a measure of access to primary care and the associated factors predictive of ACSC-related hospitalizations,23-26 and has not addressed subsequent patient-reported outcomes. The findings in this analysis highlight that older persons experience worsening disability immediately after an ACSC-related hospitalization, which persists for prolonged periods and often results in incomplete recovery. Prior research has assessed pre-hospitalization functional status through retrospective recall approaches,2 included only older adults discharged with incident disability,3 and examined functional status after all-cause medical illness hospitalizations.5 Our prospective analysis extends the literature by reliably capturing pre-hospital disability scores and uniquely assessing the cohort of older persons hospitalized with ACSCs.

Our work is relevant to the continued evaluation of ACSC-related hospitalizations in national quality measurement and payment initiatives among Medicare beneficiaries. In prior evaluations of ACSC-related quality measures, stakeholders have criticized the measures for limited validity due to a lack of evidence linking each utilization outcome to other patient-centered outcomes.10,27 Our work addresses this gap by demonstrating that ACSC-related hospitalizations are linked to persistent disability, incomplete functional recovery, and incident NH admissions. Given the large body of evidence demonstrating the priority older persons place on these patient-reported outcomes,28,29 our work should reassure policymakers seeking to transform quality measurement programs into a more patient-oriented enterprise.

Our findings have several clinical practice, research, and policy implications. First, more-effective clinical strategies to minimize the level of care required for acute exacerbations of ACSC-related illnesses may include: (1) substituting home-based care30 and telehealth interventions31 for traditional inpatient hospitalization, (2) making in-ED resources (ie, case management services, geriatric-focused advanced practice providers) more accessible for older persons with ACSC-related illnesses, thereby enhancing care transitions and follow-up to avoid potential current and subsequent hospitalizations, and (3) ensuring adequate ambulatory care access to all older persons, as prior work has shown variation in ACSC hospital admission rates dependent on population factors such as high-poverty neighborhoods,16 insurance status,16,32 and race/ethnicity.33

Clinical strategies have been narrow and not holistic for ACSCs; for example, many institutions have focused on pneumonia vaccinations to reduce hospitalizations, but our work supports the need to further evaluate the impact of preventing ACSC-related hospitalizations and their associated disabling consequences. For patients admitted to the hospital, clinical strategies, such as in-hospital or post-hospital mobility and activity programs, have been shown to be protective against hospital-associated disability.34,35 Furthermore, hospital discharge planning could include preparing older persons for anticipated functional disabilities, associated recoveries, and NH admission after ACSC-related hospitalizations. Risk factors contributing to post-hospitalization functional disability and recovery have been identified,19,20,36 but future work is needed to: (1) identify target populations (including those most likely to worsen) so that interventions can be offered earlier in the course of care to those who would benefit most, and (2) identify and learn from those who are resilient and have recovered, to better understand factors contributing to their success.

Our study has several strengths. First, the study is unique due to its longitudinal design, with monthly assessments of functional status. Since functional status was assessed prospectively before the ACSC-related hospitalization, we also have avoided any potential concern for recall bias that may be present if assessed after the hospitalization. Additionally, through the use of Medicare claims and the Minimum Data Set, the ascertainment of hospitalizations and NH admissions was likely complete for the studied population.

However, the study has limitations. First, functional measures were based on self-reports rather than objective measurements. Nevertheless, the self-report function is often used to guide coverage determinations in the Medicare program, as it has been shown to be associated with poor health outcomes.37 Second, we are unable to comment on the rate of functional decline or NH admission when an older person was not hospitalized in relation to an ACSC. Future analyses may benefit from using a control group (eg, older adults without an ACSC hospitalization or older adults with a non-ACSC hospitalization). Third, we used strict exclusion criteria to identify a population of older adults without recent hospitalizations to determine the isolated impact of ACSC hospitalization on disability, incident NH admission, and functional recovery. Considering this potential selection bias, our findings are likely conservative estimates of the patient-centered outcomes evaluated. Fourth, participants were not asked about feeding and toileting. However, the incidence of disability in these ADLs is low among nondisabled, community-living older persons, and it is highly uncommon for disability to develop in these ADLs without concurrent disability in the ADLs within this analysis.14,38

Finally, because our study participants were members of a single health plan in a small urban area and included nondisabled older persons living in the community, our findings may not be generalizable to geriatric patients in other settings. Nonetheless, the demographics of our cohort reflect those of older persons in New Haven County, Connecticut, which are similar to the demographics of the US population, with the exception of race and ethnicity. In addition, the generalizability of our results are strengthened by the study’s high participation rate and minimal attrition.

CONCLUSION

Within 6 months of ACSC-related hospitalizations, community-living older persons exhibited greater total disability scores than those immediately preceding hospitalization. In the same time frame, 3 of 10 older persons did not achieve functional recovery, and half experienced incident NH admission. These results provide evidence regarding the continued recognition of ACSC-related hospitalizations in federal quality measurement and payment programs and suggests the need for preventive and comprehensive interventions to meaningfully improve longitudinal outcomes.

Acknowledgments

We thank Denise Shepard, BSN, MBA, Andrea Benjamin, BSN, Barbara Foster, and Amy Shelton, MPH, for assistance with data collection; Geraldine Hawthorne, BS, for assistance with data entry and management; Peter Charpentier, MPH, for design and development of the study database and participant tracking system; and Joanne McGloin, MDiv, MBA, for leadership and advice as the Project Director. Each of these persons were paid employees of Yale School of Medicine during the conduct of this study.

References

1. Covinsky KE, Pierluissi E, Johnston CB. Hospitalization-associated disability: “She was probably able to ambulate, but I’m not sure” JAMA. 2011;306(16):1782-1793. https://doi.org/10.1001/jama.2011.1556
2. Covinsky KE, Palmer RM, Fortinsky RH, et al. Loss of independence in activities of daily living in older adults hospitalized with medical illnesses: increased vulnerability with age. J Am Geriatr Soc. 2003;51(4):451-458. https://doi.org/10.1046/j.1532-5415.2003.51152.x
3. Barnes DE, Mehta KM, Boscardin WJ, et al. Prediction of recovery, dependence or death in elders who become disabled during hospitalization. J Gen Intern Med. 2013;28(2):261-268. https://doi.org/10.1007/s11606-012-2226-y
4. Gill TM, Allore HG, Gahbauer EA, Murphy TE. Change in disability after hospitalization or restricted activity in older persons. JAMA. 2010;304(17):1919-1928. https://doi.org/10.1001/jama.2010.1568
5. Boyd CM, Landefeld CS, Counsell SR, et al. Recovery of activities of daily living in older adults after hospitalization for acute medical illness. J Am Geriatr Soc. 2008;56(12):2171-2179. https://doi.org/10.1111/j.1532-5415.2008.02023.x
6. Loyd C, Markland AD, Zhang Y, et al. Prevalence of hospital-associated disability in older adults: a meta-analysis. J Am Med Dir Assoc. 2020;21(4):455-461. https://doi.org/10.1016/j.jamda.2019.09.015
7. Dharmarajan K, Han L, Gahbauer EA, Leo-Summers LS, Gill TM. Disability and recovery after hospitalization for medical illness among community-living older persons: a prospective cohort study. J Am Geriatr Soc. 2020;68(3):486-495. https://doi.org/10.1111/jgs.16350
8. Levine DA, Davydow DS, Hough CL, Langa KM, Rogers MAM, Iwashyna TJ. Functional disability and cognitive impairment after hospitalization for myocardial infarction and stroke. Circ Cardiovasc Qual Outcomes. 2014;7(6):863-871. https://doi.org/10.1161/HCQ.0000000000000008
9. Iwashyna TJ, Ely EW, Smith DM, Langa KM. Long-term cognitive impairment and functional disability among survivors of severe sepsis. JAMA. 2010;304(16):1787-1794. https://doi.org/10.1001/jama.2010.1553
10. Hodgson K, Deeny SR, Steventon A. Ambulatory care-sensitive conditions: their potential uses and limitations. BMJ Qual Saf. 2019;28(6):429-433. https://doi.org/10.1136/bmjqs-2018-008820
11. Agency for Healthcare Research and Quality (AHRQ). Quality Indicator User Guide: Prevention Quality Indicators (PQI) Composite Measures. Version 2020. Accessed November 10, 2020. https://www.qualityindicators.ahrq.gov/modules/pqi_resources.aspx.
12. Centers for Medicare & Medicaid Services. 2016 Measure information about the hospital admissions for acute and chronic ambulatory care-sensitive condition (ACSC) composite measures, calculated for the 2018 value-based payment modified program. Accessed November 24, 2020. https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/PhysicianFeedbackProgram/Downloads/2016-ACSC-MIF.pdf.
13. Gill TM, Desai MM, Gahbauer EA, Holford TR, Williams CS. Restricted activity among community-living older persons: incidence, precipitants, and health care utilization. Ann Intern Med. 2001;135(5):313-321. https://doi.org/10.7326/0003-4819-135-5-200109040-00007
14. Gill TM, Hardy SE, Williams CS. Underestimation of disability in community-living older persons. J Am Geriatr Soc. 2002;50(9):1492-1497. https://doi.org/10.1046/j.1532-5415.2002.50403.x
15. Agency for Healthcare Research and Quality. Prevention Quality Indicators Technical Specifications Updates—Version v2018 and 2018.0.1 (ICD 10-CM/PCS), June 2018. Accessed February 4, 2020. https://www.qualityindicators.ahrq.gov/Modules/PQI_TechSpec_ICD10_v2018.aspx.
16. Johnson PJ, Ghildayal N, Ward AC, Westgard BC, Boland LL, Hokanson JS. Disparities in potentially avoidable emergency department (ED) care: ED visits for ambulatory care sensitive conditions. Med Care. 2012;50(12):1020-1028. https://doi.org/10.1097/MLR.0b013e318270bad4
17. Galarraga JE, Mutter R, Pines JM. Costs associated with ambulatory care sensitive conditions across hospital-based settings. Acad Emerg Med. 2015;22(2):172-181. https://doi.org/10.1111/acem.12579
18. Ferrante LE, Pisani MA, Murphy TE, Gahbauer EA, Leo-Summers LS, Gill TM. Functional trajectories among older persons before and after critical illness. JAMA Intern Med. 2015;175(4):523-529. https://doi.org/10.1001/jamainternmed.2014.7889
19. Gill TM, Gahbauer EA, Murphy TE, Han L, Allore HG. Risk factors and precipitants of long-term disability in community mobility: a cohort study of older persons. Ann Intern Med. 2012;156(2):131-140. https://doi.org/10.7326/0003-4819-156-2-201201170-00009
20. Hardy SE, Gill TM. Factors associated with recovery of independence among newly disabled older persons. Arch Intern Med. 2005;165(1):106-112. https://doi.org/10.1001/archinte.165.1.106
21. Centers for Medicare & Medicaid Services. Nursing Home Quality Initiative—Quality Measures. Accessed June 13, 2021. https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/NursingHomeQualityInits/NHQIQualityMeasures
22. Goodwin JS, Li S, Zhou J, Graham JE, Karmarkar A, Ottenbacher K. Comparison of methods to identify long term care nursing home residence with administrative data. BMC Health Serv Res. 2017;17(1):376. https://doi.org/10.1186/s12913-017-2318-9
23. Laditka, JN, Laditka SB, Probst JC. More may be better: evidence of a negative relationship between physician supply and hospitalization for ambulatory care sensitive conditions. Health Serv Res. 2005;40(4):1148-1166. https://doi.org/10.1111/j.1475-6773.2005.00403.x
24. Ansar Z, Laditka JN, Laditka SB. Access to health care and hospitalization for ambulatory care sensitive conditions. Med Care Res Rev. 2006;63(6):719-741. https://doi.org/10.1177/1077558706293637
25. Mackinko J, de Oliveira VB, Turci MA, Guanais FC, Bonolo PF, Lima-Costa MF. The influence of primary care and hospital supply on ambulatory care-sensitive hospitalizations among adults in Brazil, 1999-2007. Am J Public Health. 2011;101(10):1963-1970. https://doi.org/10.2105/AJPH.2010.198887
26. Gibson OR, Segal L, McDermott RA. A systematic review of evidence on the association between hospitalisation for chronic disease related ambulatory care sensitive conditions and primary health care resourcing. BMC Health Serv Res. 2013;13:336. https://doi.org/10.1186/1472-6963-13-336
27. Vuik SI, Fontana G, Mayer E, Darzi A. Do hospitalisations for ambulatory care sensitive conditions reflect low access to primary care? An observational cohort study of primary care usage prior to hospitalisation. BMJ Open. 2017;7(8):e015704. https://doi.org/10.1136/bmjopen-2016-015704
28. Fried TR, Tinetti M, Agostini J, Iannone L, Towle V. Health outcome prioritization to elicit preferences of older persons with multiple health conditions. Patient Educ Couns. 2011;83(2):278-282. https://doi.org/10.1016/j.pec.2010.04.032
29. Reuben DB, Tinetti ME. Goal-oriented patient care—an alternative health outcomes paradigm. N Engl J Med. 2012;366(9):777-779. https://doi.org/10.1056/NEJMp1113631
30. Federman AD, Soones T, DeCherrie LV, Leff B, Siu AL. Association of a bundled hospital-at-home and 30-day postacute transitional care program with clinical outcomes and patient experiences. JAMA Intern Med. 2018;178(8):1033-1040. https://doi.org/10.1001/jamainternmed.2018.2562
31. Shah MN, Wasserman EB, Gillespie SM, et al. High-intensity telemedicine decreases emergency department use for ambulatory care sensitive conditions by older adult senior living community residents. J Am Med Dir Assoc. 2015;16(12):1077-1081. https://doi.org/10.1016/j.jamda.2015.07.009
32. Oster A, Bindman AB. Emergency department visits for ambulatory care sensitive conditions: insights into preventable hospitalizations. Med Care. 2003;41(2):198-207. https://doi.org/10.1097/01.MLR.0000045021.70297.9F
33. O’Neil SS, Lake T, Merrill A, Wilson A, Mann DA, Bartnyska LM. Racial disparities in hospitalizations for ambulatory care-sensitive conditions. Am J Prev Med. 2010;38(4):381-388. https://doi.org/10.1016/j.amepre.2009.12.026
34. Pavon JM, Sloane RJ, Pieper RF, et al. Accelerometer-measured hospital physical activity and hospital-acquired disability in older adults. J Am Geriatr Soc. 2020;68:261-265. https://doi.org/10.1111/jgs.16231
35. Sunde S, Hesseberg K, Skelton DA, et al. Effects of a multicomponent high intensity exercise program on physical function and health-related quality of life in older adults with or at risk of mobility disability after discharge from hospital: a randomised controlled trial. BMC Geriatr. 2020;20(1):464. https://doi.org/10.1186/s12877-020-01829-9
36. Hardy SE, Gill TM. Recovery from disability among community-dwelling older persons. JAMA. 2004;291(13):1596-1602. https://doi.org/10.1001/jama.291.13.1596
37. Rotenberg J, Kinosian B, Boling P, Taler G, Independence at Home Learning Collaborative Writing Group. Home-based primary care: beyond extension of the independence at home demonstration. J Am Geriatr Soc. 2018;66(4):812-817. https://doi.org/10.1111/jgs.15314
38. Rodgers W, Miller B. A comparative analysis of ADL questions in surveys of older people. J Gerontol B Psychol Sci Soc Sci. 1997;52:21-36. https://doi.org/10.1093/geronb/52b.special_issue.21

References

1. Covinsky KE, Pierluissi E, Johnston CB. Hospitalization-associated disability: “She was probably able to ambulate, but I’m not sure” JAMA. 2011;306(16):1782-1793. https://doi.org/10.1001/jama.2011.1556
2. Covinsky KE, Palmer RM, Fortinsky RH, et al. Loss of independence in activities of daily living in older adults hospitalized with medical illnesses: increased vulnerability with age. J Am Geriatr Soc. 2003;51(4):451-458. https://doi.org/10.1046/j.1532-5415.2003.51152.x
3. Barnes DE, Mehta KM, Boscardin WJ, et al. Prediction of recovery, dependence or death in elders who become disabled during hospitalization. J Gen Intern Med. 2013;28(2):261-268. https://doi.org/10.1007/s11606-012-2226-y
4. Gill TM, Allore HG, Gahbauer EA, Murphy TE. Change in disability after hospitalization or restricted activity in older persons. JAMA. 2010;304(17):1919-1928. https://doi.org/10.1001/jama.2010.1568
5. Boyd CM, Landefeld CS, Counsell SR, et al. Recovery of activities of daily living in older adults after hospitalization for acute medical illness. J Am Geriatr Soc. 2008;56(12):2171-2179. https://doi.org/10.1111/j.1532-5415.2008.02023.x
6. Loyd C, Markland AD, Zhang Y, et al. Prevalence of hospital-associated disability in older adults: a meta-analysis. J Am Med Dir Assoc. 2020;21(4):455-461. https://doi.org/10.1016/j.jamda.2019.09.015
7. Dharmarajan K, Han L, Gahbauer EA, Leo-Summers LS, Gill TM. Disability and recovery after hospitalization for medical illness among community-living older persons: a prospective cohort study. J Am Geriatr Soc. 2020;68(3):486-495. https://doi.org/10.1111/jgs.16350
8. Levine DA, Davydow DS, Hough CL, Langa KM, Rogers MAM, Iwashyna TJ. Functional disability and cognitive impairment after hospitalization for myocardial infarction and stroke. Circ Cardiovasc Qual Outcomes. 2014;7(6):863-871. https://doi.org/10.1161/HCQ.0000000000000008
9. Iwashyna TJ, Ely EW, Smith DM, Langa KM. Long-term cognitive impairment and functional disability among survivors of severe sepsis. JAMA. 2010;304(16):1787-1794. https://doi.org/10.1001/jama.2010.1553
10. Hodgson K, Deeny SR, Steventon A. Ambulatory care-sensitive conditions: their potential uses and limitations. BMJ Qual Saf. 2019;28(6):429-433. https://doi.org/10.1136/bmjqs-2018-008820
11. Agency for Healthcare Research and Quality (AHRQ). Quality Indicator User Guide: Prevention Quality Indicators (PQI) Composite Measures. Version 2020. Accessed November 10, 2020. https://www.qualityindicators.ahrq.gov/modules/pqi_resources.aspx.
12. Centers for Medicare & Medicaid Services. 2016 Measure information about the hospital admissions for acute and chronic ambulatory care-sensitive condition (ACSC) composite measures, calculated for the 2018 value-based payment modified program. Accessed November 24, 2020. https://www.cms.gov/Medicare/Medicare-Fee-for-Service-Payment/PhysicianFeedbackProgram/Downloads/2016-ACSC-MIF.pdf.
13. Gill TM, Desai MM, Gahbauer EA, Holford TR, Williams CS. Restricted activity among community-living older persons: incidence, precipitants, and health care utilization. Ann Intern Med. 2001;135(5):313-321. https://doi.org/10.7326/0003-4819-135-5-200109040-00007
14. Gill TM, Hardy SE, Williams CS. Underestimation of disability in community-living older persons. J Am Geriatr Soc. 2002;50(9):1492-1497. https://doi.org/10.1046/j.1532-5415.2002.50403.x
15. Agency for Healthcare Research and Quality. Prevention Quality Indicators Technical Specifications Updates—Version v2018 and 2018.0.1 (ICD 10-CM/PCS), June 2018. Accessed February 4, 2020. https://www.qualityindicators.ahrq.gov/Modules/PQI_TechSpec_ICD10_v2018.aspx.
16. Johnson PJ, Ghildayal N, Ward AC, Westgard BC, Boland LL, Hokanson JS. Disparities in potentially avoidable emergency department (ED) care: ED visits for ambulatory care sensitive conditions. Med Care. 2012;50(12):1020-1028. https://doi.org/10.1097/MLR.0b013e318270bad4
17. Galarraga JE, Mutter R, Pines JM. Costs associated with ambulatory care sensitive conditions across hospital-based settings. Acad Emerg Med. 2015;22(2):172-181. https://doi.org/10.1111/acem.12579
18. Ferrante LE, Pisani MA, Murphy TE, Gahbauer EA, Leo-Summers LS, Gill TM. Functional trajectories among older persons before and after critical illness. JAMA Intern Med. 2015;175(4):523-529. https://doi.org/10.1001/jamainternmed.2014.7889
19. Gill TM, Gahbauer EA, Murphy TE, Han L, Allore HG. Risk factors and precipitants of long-term disability in community mobility: a cohort study of older persons. Ann Intern Med. 2012;156(2):131-140. https://doi.org/10.7326/0003-4819-156-2-201201170-00009
20. Hardy SE, Gill TM. Factors associated with recovery of independence among newly disabled older persons. Arch Intern Med. 2005;165(1):106-112. https://doi.org/10.1001/archinte.165.1.106
21. Centers for Medicare & Medicaid Services. Nursing Home Quality Initiative—Quality Measures. Accessed June 13, 2021. https://www.cms.gov/Medicare/Quality-Initiatives-Patient-Assessment-Instruments/NursingHomeQualityInits/NHQIQualityMeasures
22. Goodwin JS, Li S, Zhou J, Graham JE, Karmarkar A, Ottenbacher K. Comparison of methods to identify long term care nursing home residence with administrative data. BMC Health Serv Res. 2017;17(1):376. https://doi.org/10.1186/s12913-017-2318-9
23. Laditka, JN, Laditka SB, Probst JC. More may be better: evidence of a negative relationship between physician supply and hospitalization for ambulatory care sensitive conditions. Health Serv Res. 2005;40(4):1148-1166. https://doi.org/10.1111/j.1475-6773.2005.00403.x
24. Ansar Z, Laditka JN, Laditka SB. Access to health care and hospitalization for ambulatory care sensitive conditions. Med Care Res Rev. 2006;63(6):719-741. https://doi.org/10.1177/1077558706293637
25. Mackinko J, de Oliveira VB, Turci MA, Guanais FC, Bonolo PF, Lima-Costa MF. The influence of primary care and hospital supply on ambulatory care-sensitive hospitalizations among adults in Brazil, 1999-2007. Am J Public Health. 2011;101(10):1963-1970. https://doi.org/10.2105/AJPH.2010.198887
26. Gibson OR, Segal L, McDermott RA. A systematic review of evidence on the association between hospitalisation for chronic disease related ambulatory care sensitive conditions and primary health care resourcing. BMC Health Serv Res. 2013;13:336. https://doi.org/10.1186/1472-6963-13-336
27. Vuik SI, Fontana G, Mayer E, Darzi A. Do hospitalisations for ambulatory care sensitive conditions reflect low access to primary care? An observational cohort study of primary care usage prior to hospitalisation. BMJ Open. 2017;7(8):e015704. https://doi.org/10.1136/bmjopen-2016-015704
28. Fried TR, Tinetti M, Agostini J, Iannone L, Towle V. Health outcome prioritization to elicit preferences of older persons with multiple health conditions. Patient Educ Couns. 2011;83(2):278-282. https://doi.org/10.1016/j.pec.2010.04.032
29. Reuben DB, Tinetti ME. Goal-oriented patient care—an alternative health outcomes paradigm. N Engl J Med. 2012;366(9):777-779. https://doi.org/10.1056/NEJMp1113631
30. Federman AD, Soones T, DeCherrie LV, Leff B, Siu AL. Association of a bundled hospital-at-home and 30-day postacute transitional care program with clinical outcomes and patient experiences. JAMA Intern Med. 2018;178(8):1033-1040. https://doi.org/10.1001/jamainternmed.2018.2562
31. Shah MN, Wasserman EB, Gillespie SM, et al. High-intensity telemedicine decreases emergency department use for ambulatory care sensitive conditions by older adult senior living community residents. J Am Med Dir Assoc. 2015;16(12):1077-1081. https://doi.org/10.1016/j.jamda.2015.07.009
32. Oster A, Bindman AB. Emergency department visits for ambulatory care sensitive conditions: insights into preventable hospitalizations. Med Care. 2003;41(2):198-207. https://doi.org/10.1097/01.MLR.0000045021.70297.9F
33. O’Neil SS, Lake T, Merrill A, Wilson A, Mann DA, Bartnyska LM. Racial disparities in hospitalizations for ambulatory care-sensitive conditions. Am J Prev Med. 2010;38(4):381-388. https://doi.org/10.1016/j.amepre.2009.12.026
34. Pavon JM, Sloane RJ, Pieper RF, et al. Accelerometer-measured hospital physical activity and hospital-acquired disability in older adults. J Am Geriatr Soc. 2020;68:261-265. https://doi.org/10.1111/jgs.16231
35. Sunde S, Hesseberg K, Skelton DA, et al. Effects of a multicomponent high intensity exercise program on physical function and health-related quality of life in older adults with or at risk of mobility disability after discharge from hospital: a randomised controlled trial. BMC Geriatr. 2020;20(1):464. https://doi.org/10.1186/s12877-020-01829-9
36. Hardy SE, Gill TM. Recovery from disability among community-dwelling older persons. JAMA. 2004;291(13):1596-1602. https://doi.org/10.1001/jama.291.13.1596
37. Rotenberg J, Kinosian B, Boling P, Taler G, Independence at Home Learning Collaborative Writing Group. Home-based primary care: beyond extension of the independence at home demonstration. J Am Geriatr Soc. 2018;66(4):812-817. https://doi.org/10.1111/jgs.15314
38. Rodgers W, Miller B. A comparative analysis of ADL questions in surveys of older people. J Gerontol B Psychol Sci Soc Sci. 1997;52:21-36. https://doi.org/10.1093/geronb/52b.special_issue.21

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Morning Discharges Are Also Not Associated With Emergency Department Boarding Times

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Morning Discharges Are Also Not Associated With Emergency Department Boarding Times

We thank Dr Zorian and colleagues for their editorial1 addressing our retrospective multicenter cohort study, “Morning Discharges and Patient Length-of-Stay in Inpatient General Internal Medicine.”2 Dr Zorian and colleagues raised a question about whether morning discharges were associated with emergency department (ED) boarding times (ie, the time between the decision to admit a patient and their departure from the ED). We also received correspondence from other readers expressing interest in this metric.

We measured the association between morning discharges from general internal medicine (GIM) and ED boarding time using the same methodology and cohort as previously described in our article.2 A total of 37 admissions out of 189,781 admissions (<0.1%) did not have an ED boarding time available and were excluded. The mean (SD) boarding time for the remaining cohort (n = 189,744) was 9.63 (11.67) hours. After categorizing days in the study period into quartiles based on the number of morning discharges from GIM, we did not find a strong unadjusted association with ED boarding times (Table). After multivariable adjustment with negative binomial regression models, as previously described,2 there was a weak, statistically significant association between the number of morning discharges and ED boarding time (adjusted rate ratio, 0.995; 95% CI, 0.991-1.000), corresponding to 2.4 minutes less in ED boarding time for every additional morning discharge. Ultimately, we agree with Dr Zorian and colleagues that instead of focusing on discharge-before-noon, hospitals should consider patient flow and discharge quality more holistically.

Association Between Morning Discharges and Emergency Department Boarding Time in General Internal Medicine

References

1. Zorian A, Shine D, Mourad M. Discharge by noon: toward a better understanding of benefits and costs. J Hosp Med. 2021;16(6):384. https://doi.org/10.12788/jhm.3613
2. Kirubarajan A, Shin S, Fralick M, et al. Morning discharges and patient length of stay in inpatient general internal medicine. J Hosp Med. 2021;16(6):333-338. https://10.12788/jhm.3605

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Drs Razak and Verma report personal fees from Ontario Health, outside the submitted work.

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1Faculty of Medicine, University of Toronto, Toronto, Ontario, Canada; 2Institute of Health Policy Management and Evaluation, University of Toronto, Toronto, Ontario, Canada; 3Li Ka Shing Knowledge Institute, St. Michael’s Hospital, Toronto, Ontario, Canada; 4Department of Medicine, University of Toronto, Toronto, Ontario, Canada .

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Drs Razak and Verma report personal fees from Ontario Health, outside the submitted work.

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1Faculty of Medicine, University of Toronto, Toronto, Ontario, Canada; 2Institute of Health Policy Management and Evaluation, University of Toronto, Toronto, Ontario, Canada; 3Li Ka Shing Knowledge Institute, St. Michael’s Hospital, Toronto, Ontario, Canada; 4Department of Medicine, University of Toronto, Toronto, Ontario, Canada .

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Drs Razak and Verma report personal fees from Ontario Health, outside the submitted work.

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We thank Dr Zorian and colleagues for their editorial1 addressing our retrospective multicenter cohort study, “Morning Discharges and Patient Length-of-Stay in Inpatient General Internal Medicine.”2 Dr Zorian and colleagues raised a question about whether morning discharges were associated with emergency department (ED) boarding times (ie, the time between the decision to admit a patient and their departure from the ED). We also received correspondence from other readers expressing interest in this metric.

We measured the association between morning discharges from general internal medicine (GIM) and ED boarding time using the same methodology and cohort as previously described in our article.2 A total of 37 admissions out of 189,781 admissions (<0.1%) did not have an ED boarding time available and were excluded. The mean (SD) boarding time for the remaining cohort (n = 189,744) was 9.63 (11.67) hours. After categorizing days in the study period into quartiles based on the number of morning discharges from GIM, we did not find a strong unadjusted association with ED boarding times (Table). After multivariable adjustment with negative binomial regression models, as previously described,2 there was a weak, statistically significant association between the number of morning discharges and ED boarding time (adjusted rate ratio, 0.995; 95% CI, 0.991-1.000), corresponding to 2.4 minutes less in ED boarding time for every additional morning discharge. Ultimately, we agree with Dr Zorian and colleagues that instead of focusing on discharge-before-noon, hospitals should consider patient flow and discharge quality more holistically.

Association Between Morning Discharges and Emergency Department Boarding Time in General Internal Medicine

We thank Dr Zorian and colleagues for their editorial1 addressing our retrospective multicenter cohort study, “Morning Discharges and Patient Length-of-Stay in Inpatient General Internal Medicine.”2 Dr Zorian and colleagues raised a question about whether morning discharges were associated with emergency department (ED) boarding times (ie, the time between the decision to admit a patient and their departure from the ED). We also received correspondence from other readers expressing interest in this metric.

We measured the association between morning discharges from general internal medicine (GIM) and ED boarding time using the same methodology and cohort as previously described in our article.2 A total of 37 admissions out of 189,781 admissions (<0.1%) did not have an ED boarding time available and were excluded. The mean (SD) boarding time for the remaining cohort (n = 189,744) was 9.63 (11.67) hours. After categorizing days in the study period into quartiles based on the number of morning discharges from GIM, we did not find a strong unadjusted association with ED boarding times (Table). After multivariable adjustment with negative binomial regression models, as previously described,2 there was a weak, statistically significant association between the number of morning discharges and ED boarding time (adjusted rate ratio, 0.995; 95% CI, 0.991-1.000), corresponding to 2.4 minutes less in ED boarding time for every additional morning discharge. Ultimately, we agree with Dr Zorian and colleagues that instead of focusing on discharge-before-noon, hospitals should consider patient flow and discharge quality more holistically.

Association Between Morning Discharges and Emergency Department Boarding Time in General Internal Medicine

References

1. Zorian A, Shine D, Mourad M. Discharge by noon: toward a better understanding of benefits and costs. J Hosp Med. 2021;16(6):384. https://doi.org/10.12788/jhm.3613
2. Kirubarajan A, Shin S, Fralick M, et al. Morning discharges and patient length of stay in inpatient general internal medicine. J Hosp Med. 2021;16(6):333-338. https://10.12788/jhm.3605

References

1. Zorian A, Shine D, Mourad M. Discharge by noon: toward a better understanding of benefits and costs. J Hosp Med. 2021;16(6):384. https://doi.org/10.12788/jhm.3613
2. Kirubarajan A, Shin S, Fralick M, et al. Morning discharges and patient length of stay in inpatient general internal medicine. J Hosp Med. 2021;16(6):333-338. https://10.12788/jhm.3605

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Moment vs Movement: Mission-Based Tweeting for Physician Advocacy

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Moment vs Movement: Mission-Based Tweeting for Physician Advocacy

“We, the members of the world community of physicians, solemnly commit ourselves to . . . advocate for social, economic, educational and political changes that ameliorate suffering and contribute to human well-being.”

— American Medical Association Oath of Professional Responsibility. 1

As individuals and groups spread misinformation on social media platforms, there is a greater need for physician health advocacy.2 We have learned through the COVID-19 pandemic that rapidly evolving information requires public-facing health experts to address misinformation and explain why healthcare providers and experts make certain recommendations.2 Physicians recognize the potential for benefit from crowdsourcing education, positive publicity, and increasing their reach to a larger platform.3

However, despite social media’s need for such expertise and these recognized benefits, many physicians are hesitant to engage on social media, citing lack of time, interest, or the proper skill set to use it effectively.3 Additional barriers may include uncertainty about employer policies, fear of saying something inaccurate or unprofessional, or inadvertently breaching patient privacy.3 While these are valid concerns, a strategic approach to curating a social media presence focuses less on the moments created by provocative tweets and more on the movement the author wishes to amplify. Here, we propose a framework for effective physician advocacy using a strategy we term Mission-Based Tweeting (MBT).

MISSION-BASED TWEETING

Physicians can use Twitter to engage large audiences.4 MBT focuses an individual’s central message by providing a framework upon which to build such engagement.5 The conceptual framework for a meaningful social media strategy through MBT is anchored on the principle that the impact of our Twitter content is more valuable than the number of followers.6 Using this framework, users begin by creating and defining their identity while engaging in meaningful online interactions. Over time, these interactions will lead to generating influence related to their established identity, which can ultimately impact the social micro-society.6 While an individual’s social media impact can be determined and reinforced through MBT, it remains important to know that MBT is not exemplified in one specific tweet, but rather in the body of work shared by an individual that continuously reinforces the mission.

TWEETING FOR THE MOMENT VS FOR THE MOVEMENT: USING MBT FOR ADVOCACY

Advocacy typically involves using one’s voice to publicly support a specific interest. With that in mind, health advocacy can be divided into two categories: (1) agency, which involves advancing the health of individual patients within a system, and (2) activism, which acts to advance the health of communities or populations or change the structure of the healthcare system.7 While many physicians accept agency as part of their day-to-day job, activism is often more difficult. For example, physicians hoping to engage in health advocacy may be unable to travel to their state or federal legislature buildings, or their employers may restrict their ability to interact with elected officials. The emergence of social media and digital technology has lowered these barriers and created more accessible opportunities for physicians to engage in advocacy efforts. 

Social media can provide an opportunity for clinicians to engage with other healthcare professionals, creating movements that have far-reaching effects across the healthcare spectrum. These movements, often driven by common hashtags, have expanded greatly beyond their originators’ intent, thus demonstrating the power of social media for healthcare activism (Table).4 Physician advocacy can provide accurate information about medical conditions and treatments, dispel myths that may affect patient care, and draw attention to conditions that impact their ability to provide that care. For instance, physicians and medical students recently used Twitter during the COVID-19 pandemic to focus on the real consequences of lack of access to personal protective equipment during the pandemic (Table).8,9 In the past year, physicians have used Twitter to highlight how structural racism perpetuates racial disparities in COVID-19 and to call for action against police brutality and the killing of unarmed Black citizens. Such activism has led to media appearances and even congressional testimony—which has, in turn, provided even larger audiences for clinicians’ advocacy efforts.10 Physicians can also use MBT to advocate for the medical profession. Strategic, mission-based, social media campaigns have focused on including women; Black, Indigenous, and People of Color (BIPOC); doctors with disabilities; and LGBTQ+ physicians in the narrative of what a doctor looks like (Table).11,12

Selected Advocacy Topics and Hashtags Related to Healthcare Advocacy on Social Media

When physicians consider their personal mission statement as it applies to their social media presence, it allows them to connect to something bigger than themselves, while helping guide them away from engagements that do not align with their personal or professional values. In this manner, MBT harnesses an individual’s authenticity and helps build their personal branding, which may ultimately result in more opportunities to advance their mission. In our experience, the constant delivery of mission-based content can even accelerate one’s professional work, help amplify others’ successes and voices, and ultimately lead to more meaningful engagement and activism. 

However, it is important to note that there are potential downsides to engaging on social media, particularly for women and BIPOC users. For example, in a recent online survey, almost a quarter of physicians who responded reported personal attacks on social media, with one in six female physicians reporting sexual harassment.13 This risk may increase as an individual’s visibility and reach increase.

DEVELOP YOUR MISSION STATEMENT

To aid in MBT, we have found it useful to define your personal mission statement, which should succinctly describe your core values, the specific population or cause you serve, and your overarching goals or ideals. For example, someone interested in advocating for health justice might have the following mission statement: “To create and support a healthcare workforce and graduate medical education environment that strives for excellence and values Inclusion, Diversity, Access, and Equity as not only important, but necessary, for excellence.”14 Developing a personal mission statement permits more focus in all activities, including clinical, educational, administrative, or scholarship, and allows one to succinctly communicate important values with others.15 Communicating your personal mission statement concisely can improve the quality of your interactions with others and allows you to more precisely define the qualitative and quantitative impact of your social media engagement.

ENGAGING TO AMPLIFY YOUR MISSION

There are several options for creating and delivering effective mission-driven content on Twitter.16 We propose the Five A’s of MBT (Authenticity is key, Amplify other voices, Accelerate your work, Avoid arguments, Always be professional) to provide a general guide to ensuring that your tweets honor your mission (Figure). While each factor is important, we consider authenticity the most important as it guides consistency of the message, addresses your mission, and invites discussion. In this manner, even when physicians tweet about lived experiences or scientific data that may make some individuals uncomfortable, authenticity can still lead to meaningful engagement.17

The Five A’s of Mission-Based Tweeting

There is synergy between amplifying other voices and accelerating your own work, as both provide an opportunity to highlight your specific advocacy interest. In the earlier example, the physician advocating for health justice may create a thread highlighting inequities in COVID-19 vaccination, including their own data and that of other health justice scholars, and in doing so, provide an invaluable repository of references or speakers for a future project.

We caution that not everyone will agree with your mission, so avoiding arguments and remaining professional in these interactions is paramount. Furthermore, it is also possible that a physician’s mission and opinions may not align with those of their employer, so it is important for social media users to review and clarify their employer’s social media policies to avoid violations and related repercussions. Physicians should tweet as if they were speaking into a microphone on the record, and authenticity should ground them into projecting the same personality online as they would offline.

CONCLUSION

We believe that, by the very nature of their chosen careers, physicians should step into the tension of advocacy. We acknowledge that physicians who are otherwise vocal advocates in other areas of life may be reluctant to engage on social media. However, if the measure of “success” on Twitter is meaningful interaction, sharing knowledge, and amplifying other voices according to a specific personal mission, MBT can be a useful framework. This is a call to action for hesitant physicians to take a leap and explore this platform, and for those already using social media to reevaluate their use and reflect on their mission. Physicians have been gifted a megaphone that can be used to combat misinformation, advocate for patients and the healthcare community, and advance needed discussions to benefit those in society who cannot speak for themselves. We advocate for physicians to look beyond the moment of a tweet and consider how your voice can contribute to a movement.

Acknowledgments

The authors thank Dr Vineet Arora for her contribution to early concept development for this manuscript and the JHM editorial staff for their productive feedback and editorial comments.

References

1. Riddick FA Jr. The code of medical ethics of the American Medical Association. Ochsner J. 2003;5(2):6-10. https://doi.org/10.3201/eid2702.203139
2. Vraga EK, Bode L. Addressing COVID-19 misinformation on social media preemptively and responsively. Emerg Infect Dis. 2021;27(2):396-403. https://doi.org/10.3201/eid2702.203139
3. Campbell L, Evans Y, Pumper M, Moreno MA. Social media use by physicians: a qualitative study of the new frontier of medicine. BMC Med Inform Decis Mak. 2016;16:91. https://doi.org/10.1186/s12911-016-0327-y
4. Wetsman N. How Twitter is changing medical research. Nat Med. 2020;26(1):11-13. https://doi.org/10.1038/s41591-019-0697-7
5. Shapiro M. Episode 107: Vinny Arora & Charlie Wray on Social Media & CVs. Explore The Space Podcast. https://www.explorethespaceshow.com/podcasting/vinny-arora-charlie-wray-on-cvs-social-media/
6. Varghese T. i4 (i to the 4th) is a strategy for #SoMe. Accessed April 22, 2021. https://twitter.com/TomVargheseJr/status/1027181443712081920?s=20
7. Dobson S, Voyer S, Regehr G. Perspective: agency and activism: rethinking health advocacy in the medical profession. Acad Med. 2012;87(9):1161-1164. https://doi.org/10.1097/ACM.0b013e3182621c25
8. #GetMePPE. Accessed April 22, 2021. https://twitter.com/hashtag/getmeppe?f=live
9. Ouyang H. At the front lines of coronavirus, turning to social media. The New York Times. March 18, 2020. Accessed April 22, 2021. https://www.nytimes.com/2020/03/18/well/live/coronavirus-doctors-facebook-twitter-social-media-covid.html
10. Blackstock U. Combining social media advocacy with health policy advocacy. Accessed April 22, 2021. https://twitter.com/uche_blackstock/status/1270413367761666048?s=20
11. Meeks LM, Liao P, Kim N. Using Twitter to promote awareness of disabilities in medicine. Med Educ. 2019;53(5):525-526. https://doi.org/10.1111/medu.13836
12. Nolen L. To all the little brown girls out there “you can’t be what you can’t see but I hope you see me now and that you see yourself in me.” Accessed April 22, 2021. https://twitter.com/LashNolen/status/1160901502266777600?s=20.
13. Pendergrast TR, Jain S, Trueger NS, Gottlieb M, Woitowich NC, Arora VM. Prevalence of personal attacks and sexual harassment of physicians on social media. JAMA Intern Med. 2021;181(4):550-552. https://doi.org/10.1001/jamainternmed.2020.7235
14. Marcelin JR. Personal mission statement. Accessed July 6, 2021. https://www.unmc.edu/intmed/residencies-fellowships/residency/diverse-taskforce/index.html.
15. Li S-TT, Frohna JG, Bostwick SB. Using your personal mission statement to INSPIRE and achieve success. Acad Pediatr. 2017;17(2):107-109. https://doi.org/10.1016/j.acap.2016.11.010
16. Alton L. 7 tips for creating engaging content every day. Accessed April 22, 2021. https://business.twitter.com/en/blog/7-tips-creating-engaging-content-every-day.html
17. Boyd R. Is everyone reading this??! Accessed April 22, 2021. https://twitter.com/RheaBoydMD/status/1273006362679578625?s=20

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1Division of Infectious Diseases, University of Nebraska Medical Center, Omaha, Nebraska; 2Divisions of Infectious Diseases and Critical Care, University of Nebraska Medical Center, Omaha, Nebraska; 3Providence Medical Group-Sonoma County, Santa Rosa California; 4University of Utah, Salt Lake City, Utah; 5Oregon Health & Science University, Portland, Oregon.

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The authors have no conflicts of interest to disclose.

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1Division of Infectious Diseases, University of Nebraska Medical Center, Omaha, Nebraska; 2Divisions of Infectious Diseases and Critical Care, University of Nebraska Medical Center, Omaha, Nebraska; 3Providence Medical Group-Sonoma County, Santa Rosa California; 4University of Utah, Salt Lake City, Utah; 5Oregon Health & Science University, Portland, Oregon.

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Related Articles

“We, the members of the world community of physicians, solemnly commit ourselves to . . . advocate for social, economic, educational and political changes that ameliorate suffering and contribute to human well-being.”

— American Medical Association Oath of Professional Responsibility. 1

As individuals and groups spread misinformation on social media platforms, there is a greater need for physician health advocacy.2 We have learned through the COVID-19 pandemic that rapidly evolving information requires public-facing health experts to address misinformation and explain why healthcare providers and experts make certain recommendations.2 Physicians recognize the potential for benefit from crowdsourcing education, positive publicity, and increasing their reach to a larger platform.3

However, despite social media’s need for such expertise and these recognized benefits, many physicians are hesitant to engage on social media, citing lack of time, interest, or the proper skill set to use it effectively.3 Additional barriers may include uncertainty about employer policies, fear of saying something inaccurate or unprofessional, or inadvertently breaching patient privacy.3 While these are valid concerns, a strategic approach to curating a social media presence focuses less on the moments created by provocative tweets and more on the movement the author wishes to amplify. Here, we propose a framework for effective physician advocacy using a strategy we term Mission-Based Tweeting (MBT).

MISSION-BASED TWEETING

Physicians can use Twitter to engage large audiences.4 MBT focuses an individual’s central message by providing a framework upon which to build such engagement.5 The conceptual framework for a meaningful social media strategy through MBT is anchored on the principle that the impact of our Twitter content is more valuable than the number of followers.6 Using this framework, users begin by creating and defining their identity while engaging in meaningful online interactions. Over time, these interactions will lead to generating influence related to their established identity, which can ultimately impact the social micro-society.6 While an individual’s social media impact can be determined and reinforced through MBT, it remains important to know that MBT is not exemplified in one specific tweet, but rather in the body of work shared by an individual that continuously reinforces the mission.

TWEETING FOR THE MOMENT VS FOR THE MOVEMENT: USING MBT FOR ADVOCACY

Advocacy typically involves using one’s voice to publicly support a specific interest. With that in mind, health advocacy can be divided into two categories: (1) agency, which involves advancing the health of individual patients within a system, and (2) activism, which acts to advance the health of communities or populations or change the structure of the healthcare system.7 While many physicians accept agency as part of their day-to-day job, activism is often more difficult. For example, physicians hoping to engage in health advocacy may be unable to travel to their state or federal legislature buildings, or their employers may restrict their ability to interact with elected officials. The emergence of social media and digital technology has lowered these barriers and created more accessible opportunities for physicians to engage in advocacy efforts. 

Social media can provide an opportunity for clinicians to engage with other healthcare professionals, creating movements that have far-reaching effects across the healthcare spectrum. These movements, often driven by common hashtags, have expanded greatly beyond their originators’ intent, thus demonstrating the power of social media for healthcare activism (Table).4 Physician advocacy can provide accurate information about medical conditions and treatments, dispel myths that may affect patient care, and draw attention to conditions that impact their ability to provide that care. For instance, physicians and medical students recently used Twitter during the COVID-19 pandemic to focus on the real consequences of lack of access to personal protective equipment during the pandemic (Table).8,9 In the past year, physicians have used Twitter to highlight how structural racism perpetuates racial disparities in COVID-19 and to call for action against police brutality and the killing of unarmed Black citizens. Such activism has led to media appearances and even congressional testimony—which has, in turn, provided even larger audiences for clinicians’ advocacy efforts.10 Physicians can also use MBT to advocate for the medical profession. Strategic, mission-based, social media campaigns have focused on including women; Black, Indigenous, and People of Color (BIPOC); doctors with disabilities; and LGBTQ+ physicians in the narrative of what a doctor looks like (Table).11,12

Selected Advocacy Topics and Hashtags Related to Healthcare Advocacy on Social Media

When physicians consider their personal mission statement as it applies to their social media presence, it allows them to connect to something bigger than themselves, while helping guide them away from engagements that do not align with their personal or professional values. In this manner, MBT harnesses an individual’s authenticity and helps build their personal branding, which may ultimately result in more opportunities to advance their mission. In our experience, the constant delivery of mission-based content can even accelerate one’s professional work, help amplify others’ successes and voices, and ultimately lead to more meaningful engagement and activism. 

However, it is important to note that there are potential downsides to engaging on social media, particularly for women and BIPOC users. For example, in a recent online survey, almost a quarter of physicians who responded reported personal attacks on social media, with one in six female physicians reporting sexual harassment.13 This risk may increase as an individual’s visibility and reach increase.

DEVELOP YOUR MISSION STATEMENT

To aid in MBT, we have found it useful to define your personal mission statement, which should succinctly describe your core values, the specific population or cause you serve, and your overarching goals or ideals. For example, someone interested in advocating for health justice might have the following mission statement: “To create and support a healthcare workforce and graduate medical education environment that strives for excellence and values Inclusion, Diversity, Access, and Equity as not only important, but necessary, for excellence.”14 Developing a personal mission statement permits more focus in all activities, including clinical, educational, administrative, or scholarship, and allows one to succinctly communicate important values with others.15 Communicating your personal mission statement concisely can improve the quality of your interactions with others and allows you to more precisely define the qualitative and quantitative impact of your social media engagement.

ENGAGING TO AMPLIFY YOUR MISSION

There are several options for creating and delivering effective mission-driven content on Twitter.16 We propose the Five A’s of MBT (Authenticity is key, Amplify other voices, Accelerate your work, Avoid arguments, Always be professional) to provide a general guide to ensuring that your tweets honor your mission (Figure). While each factor is important, we consider authenticity the most important as it guides consistency of the message, addresses your mission, and invites discussion. In this manner, even when physicians tweet about lived experiences or scientific data that may make some individuals uncomfortable, authenticity can still lead to meaningful engagement.17

The Five A’s of Mission-Based Tweeting

There is synergy between amplifying other voices and accelerating your own work, as both provide an opportunity to highlight your specific advocacy interest. In the earlier example, the physician advocating for health justice may create a thread highlighting inequities in COVID-19 vaccination, including their own data and that of other health justice scholars, and in doing so, provide an invaluable repository of references or speakers for a future project.

We caution that not everyone will agree with your mission, so avoiding arguments and remaining professional in these interactions is paramount. Furthermore, it is also possible that a physician’s mission and opinions may not align with those of their employer, so it is important for social media users to review and clarify their employer’s social media policies to avoid violations and related repercussions. Physicians should tweet as if they were speaking into a microphone on the record, and authenticity should ground them into projecting the same personality online as they would offline.

CONCLUSION

We believe that, by the very nature of their chosen careers, physicians should step into the tension of advocacy. We acknowledge that physicians who are otherwise vocal advocates in other areas of life may be reluctant to engage on social media. However, if the measure of “success” on Twitter is meaningful interaction, sharing knowledge, and amplifying other voices according to a specific personal mission, MBT can be a useful framework. This is a call to action for hesitant physicians to take a leap and explore this platform, and for those already using social media to reevaluate their use and reflect on their mission. Physicians have been gifted a megaphone that can be used to combat misinformation, advocate for patients and the healthcare community, and advance needed discussions to benefit those in society who cannot speak for themselves. We advocate for physicians to look beyond the moment of a tweet and consider how your voice can contribute to a movement.

Acknowledgments

The authors thank Dr Vineet Arora for her contribution to early concept development for this manuscript and the JHM editorial staff for their productive feedback and editorial comments.

“We, the members of the world community of physicians, solemnly commit ourselves to . . . advocate for social, economic, educational and political changes that ameliorate suffering and contribute to human well-being.”

— American Medical Association Oath of Professional Responsibility. 1

As individuals and groups spread misinformation on social media platforms, there is a greater need for physician health advocacy.2 We have learned through the COVID-19 pandemic that rapidly evolving information requires public-facing health experts to address misinformation and explain why healthcare providers and experts make certain recommendations.2 Physicians recognize the potential for benefit from crowdsourcing education, positive publicity, and increasing their reach to a larger platform.3

However, despite social media’s need for such expertise and these recognized benefits, many physicians are hesitant to engage on social media, citing lack of time, interest, or the proper skill set to use it effectively.3 Additional barriers may include uncertainty about employer policies, fear of saying something inaccurate or unprofessional, or inadvertently breaching patient privacy.3 While these are valid concerns, a strategic approach to curating a social media presence focuses less on the moments created by provocative tweets and more on the movement the author wishes to amplify. Here, we propose a framework for effective physician advocacy using a strategy we term Mission-Based Tweeting (MBT).

MISSION-BASED TWEETING

Physicians can use Twitter to engage large audiences.4 MBT focuses an individual’s central message by providing a framework upon which to build such engagement.5 The conceptual framework for a meaningful social media strategy through MBT is anchored on the principle that the impact of our Twitter content is more valuable than the number of followers.6 Using this framework, users begin by creating and defining their identity while engaging in meaningful online interactions. Over time, these interactions will lead to generating influence related to their established identity, which can ultimately impact the social micro-society.6 While an individual’s social media impact can be determined and reinforced through MBT, it remains important to know that MBT is not exemplified in one specific tweet, but rather in the body of work shared by an individual that continuously reinforces the mission.

TWEETING FOR THE MOMENT VS FOR THE MOVEMENT: USING MBT FOR ADVOCACY

Advocacy typically involves using one’s voice to publicly support a specific interest. With that in mind, health advocacy can be divided into two categories: (1) agency, which involves advancing the health of individual patients within a system, and (2) activism, which acts to advance the health of communities or populations or change the structure of the healthcare system.7 While many physicians accept agency as part of their day-to-day job, activism is often more difficult. For example, physicians hoping to engage in health advocacy may be unable to travel to their state or federal legislature buildings, or their employers may restrict their ability to interact with elected officials. The emergence of social media and digital technology has lowered these barriers and created more accessible opportunities for physicians to engage in advocacy efforts. 

Social media can provide an opportunity for clinicians to engage with other healthcare professionals, creating movements that have far-reaching effects across the healthcare spectrum. These movements, often driven by common hashtags, have expanded greatly beyond their originators’ intent, thus demonstrating the power of social media for healthcare activism (Table).4 Physician advocacy can provide accurate information about medical conditions and treatments, dispel myths that may affect patient care, and draw attention to conditions that impact their ability to provide that care. For instance, physicians and medical students recently used Twitter during the COVID-19 pandemic to focus on the real consequences of lack of access to personal protective equipment during the pandemic (Table).8,9 In the past year, physicians have used Twitter to highlight how structural racism perpetuates racial disparities in COVID-19 and to call for action against police brutality and the killing of unarmed Black citizens. Such activism has led to media appearances and even congressional testimony—which has, in turn, provided even larger audiences for clinicians’ advocacy efforts.10 Physicians can also use MBT to advocate for the medical profession. Strategic, mission-based, social media campaigns have focused on including women; Black, Indigenous, and People of Color (BIPOC); doctors with disabilities; and LGBTQ+ physicians in the narrative of what a doctor looks like (Table).11,12

Selected Advocacy Topics and Hashtags Related to Healthcare Advocacy on Social Media

When physicians consider their personal mission statement as it applies to their social media presence, it allows them to connect to something bigger than themselves, while helping guide them away from engagements that do not align with their personal or professional values. In this manner, MBT harnesses an individual’s authenticity and helps build their personal branding, which may ultimately result in more opportunities to advance their mission. In our experience, the constant delivery of mission-based content can even accelerate one’s professional work, help amplify others’ successes and voices, and ultimately lead to more meaningful engagement and activism. 

However, it is important to note that there are potential downsides to engaging on social media, particularly for women and BIPOC users. For example, in a recent online survey, almost a quarter of physicians who responded reported personal attacks on social media, with one in six female physicians reporting sexual harassment.13 This risk may increase as an individual’s visibility and reach increase.

DEVELOP YOUR MISSION STATEMENT

To aid in MBT, we have found it useful to define your personal mission statement, which should succinctly describe your core values, the specific population or cause you serve, and your overarching goals or ideals. For example, someone interested in advocating for health justice might have the following mission statement: “To create and support a healthcare workforce and graduate medical education environment that strives for excellence and values Inclusion, Diversity, Access, and Equity as not only important, but necessary, for excellence.”14 Developing a personal mission statement permits more focus in all activities, including clinical, educational, administrative, or scholarship, and allows one to succinctly communicate important values with others.15 Communicating your personal mission statement concisely can improve the quality of your interactions with others and allows you to more precisely define the qualitative and quantitative impact of your social media engagement.

ENGAGING TO AMPLIFY YOUR MISSION

There are several options for creating and delivering effective mission-driven content on Twitter.16 We propose the Five A’s of MBT (Authenticity is key, Amplify other voices, Accelerate your work, Avoid arguments, Always be professional) to provide a general guide to ensuring that your tweets honor your mission (Figure). While each factor is important, we consider authenticity the most important as it guides consistency of the message, addresses your mission, and invites discussion. In this manner, even when physicians tweet about lived experiences or scientific data that may make some individuals uncomfortable, authenticity can still lead to meaningful engagement.17

The Five A’s of Mission-Based Tweeting

There is synergy between amplifying other voices and accelerating your own work, as both provide an opportunity to highlight your specific advocacy interest. In the earlier example, the physician advocating for health justice may create a thread highlighting inequities in COVID-19 vaccination, including their own data and that of other health justice scholars, and in doing so, provide an invaluable repository of references or speakers for a future project.

We caution that not everyone will agree with your mission, so avoiding arguments and remaining professional in these interactions is paramount. Furthermore, it is also possible that a physician’s mission and opinions may not align with those of their employer, so it is important for social media users to review and clarify their employer’s social media policies to avoid violations and related repercussions. Physicians should tweet as if they were speaking into a microphone on the record, and authenticity should ground them into projecting the same personality online as they would offline.

CONCLUSION

We believe that, by the very nature of their chosen careers, physicians should step into the tension of advocacy. We acknowledge that physicians who are otherwise vocal advocates in other areas of life may be reluctant to engage on social media. However, if the measure of “success” on Twitter is meaningful interaction, sharing knowledge, and amplifying other voices according to a specific personal mission, MBT can be a useful framework. This is a call to action for hesitant physicians to take a leap and explore this platform, and for those already using social media to reevaluate their use and reflect on their mission. Physicians have been gifted a megaphone that can be used to combat misinformation, advocate for patients and the healthcare community, and advance needed discussions to benefit those in society who cannot speak for themselves. We advocate for physicians to look beyond the moment of a tweet and consider how your voice can contribute to a movement.

Acknowledgments

The authors thank Dr Vineet Arora for her contribution to early concept development for this manuscript and the JHM editorial staff for their productive feedback and editorial comments.

References

1. Riddick FA Jr. The code of medical ethics of the American Medical Association. Ochsner J. 2003;5(2):6-10. https://doi.org/10.3201/eid2702.203139
2. Vraga EK, Bode L. Addressing COVID-19 misinformation on social media preemptively and responsively. Emerg Infect Dis. 2021;27(2):396-403. https://doi.org/10.3201/eid2702.203139
3. Campbell L, Evans Y, Pumper M, Moreno MA. Social media use by physicians: a qualitative study of the new frontier of medicine. BMC Med Inform Decis Mak. 2016;16:91. https://doi.org/10.1186/s12911-016-0327-y
4. Wetsman N. How Twitter is changing medical research. Nat Med. 2020;26(1):11-13. https://doi.org/10.1038/s41591-019-0697-7
5. Shapiro M. Episode 107: Vinny Arora & Charlie Wray on Social Media & CVs. Explore The Space Podcast. https://www.explorethespaceshow.com/podcasting/vinny-arora-charlie-wray-on-cvs-social-media/
6. Varghese T. i4 (i to the 4th) is a strategy for #SoMe. Accessed April 22, 2021. https://twitter.com/TomVargheseJr/status/1027181443712081920?s=20
7. Dobson S, Voyer S, Regehr G. Perspective: agency and activism: rethinking health advocacy in the medical profession. Acad Med. 2012;87(9):1161-1164. https://doi.org/10.1097/ACM.0b013e3182621c25
8. #GetMePPE. Accessed April 22, 2021. https://twitter.com/hashtag/getmeppe?f=live
9. Ouyang H. At the front lines of coronavirus, turning to social media. The New York Times. March 18, 2020. Accessed April 22, 2021. https://www.nytimes.com/2020/03/18/well/live/coronavirus-doctors-facebook-twitter-social-media-covid.html
10. Blackstock U. Combining social media advocacy with health policy advocacy. Accessed April 22, 2021. https://twitter.com/uche_blackstock/status/1270413367761666048?s=20
11. Meeks LM, Liao P, Kim N. Using Twitter to promote awareness of disabilities in medicine. Med Educ. 2019;53(5):525-526. https://doi.org/10.1111/medu.13836
12. Nolen L. To all the little brown girls out there “you can’t be what you can’t see but I hope you see me now and that you see yourself in me.” Accessed April 22, 2021. https://twitter.com/LashNolen/status/1160901502266777600?s=20.
13. Pendergrast TR, Jain S, Trueger NS, Gottlieb M, Woitowich NC, Arora VM. Prevalence of personal attacks and sexual harassment of physicians on social media. JAMA Intern Med. 2021;181(4):550-552. https://doi.org/10.1001/jamainternmed.2020.7235
14. Marcelin JR. Personal mission statement. Accessed July 6, 2021. https://www.unmc.edu/intmed/residencies-fellowships/residency/diverse-taskforce/index.html.
15. Li S-TT, Frohna JG, Bostwick SB. Using your personal mission statement to INSPIRE and achieve success. Acad Pediatr. 2017;17(2):107-109. https://doi.org/10.1016/j.acap.2016.11.010
16. Alton L. 7 tips for creating engaging content every day. Accessed April 22, 2021. https://business.twitter.com/en/blog/7-tips-creating-engaging-content-every-day.html
17. Boyd R. Is everyone reading this??! Accessed April 22, 2021. https://twitter.com/RheaBoydMD/status/1273006362679578625?s=20

References

1. Riddick FA Jr. The code of medical ethics of the American Medical Association. Ochsner J. 2003;5(2):6-10. https://doi.org/10.3201/eid2702.203139
2. Vraga EK, Bode L. Addressing COVID-19 misinformation on social media preemptively and responsively. Emerg Infect Dis. 2021;27(2):396-403. https://doi.org/10.3201/eid2702.203139
3. Campbell L, Evans Y, Pumper M, Moreno MA. Social media use by physicians: a qualitative study of the new frontier of medicine. BMC Med Inform Decis Mak. 2016;16:91. https://doi.org/10.1186/s12911-016-0327-y
4. Wetsman N. How Twitter is changing medical research. Nat Med. 2020;26(1):11-13. https://doi.org/10.1038/s41591-019-0697-7
5. Shapiro M. Episode 107: Vinny Arora & Charlie Wray on Social Media & CVs. Explore The Space Podcast. https://www.explorethespaceshow.com/podcasting/vinny-arora-charlie-wray-on-cvs-social-media/
6. Varghese T. i4 (i to the 4th) is a strategy for #SoMe. Accessed April 22, 2021. https://twitter.com/TomVargheseJr/status/1027181443712081920?s=20
7. Dobson S, Voyer S, Regehr G. Perspective: agency and activism: rethinking health advocacy in the medical profession. Acad Med. 2012;87(9):1161-1164. https://doi.org/10.1097/ACM.0b013e3182621c25
8. #GetMePPE. Accessed April 22, 2021. https://twitter.com/hashtag/getmeppe?f=live
9. Ouyang H. At the front lines of coronavirus, turning to social media. The New York Times. March 18, 2020. Accessed April 22, 2021. https://www.nytimes.com/2020/03/18/well/live/coronavirus-doctors-facebook-twitter-social-media-covid.html
10. Blackstock U. Combining social media advocacy with health policy advocacy. Accessed April 22, 2021. https://twitter.com/uche_blackstock/status/1270413367761666048?s=20
11. Meeks LM, Liao P, Kim N. Using Twitter to promote awareness of disabilities in medicine. Med Educ. 2019;53(5):525-526. https://doi.org/10.1111/medu.13836
12. Nolen L. To all the little brown girls out there “you can’t be what you can’t see but I hope you see me now and that you see yourself in me.” Accessed April 22, 2021. https://twitter.com/LashNolen/status/1160901502266777600?s=20.
13. Pendergrast TR, Jain S, Trueger NS, Gottlieb M, Woitowich NC, Arora VM. Prevalence of personal attacks and sexual harassment of physicians on social media. JAMA Intern Med. 2021;181(4):550-552. https://doi.org/10.1001/jamainternmed.2020.7235
14. Marcelin JR. Personal mission statement. Accessed July 6, 2021. https://www.unmc.edu/intmed/residencies-fellowships/residency/diverse-taskforce/index.html.
15. Li S-TT, Frohna JG, Bostwick SB. Using your personal mission statement to INSPIRE and achieve success. Acad Pediatr. 2017;17(2):107-109. https://doi.org/10.1016/j.acap.2016.11.010
16. Alton L. 7 tips for creating engaging content every day. Accessed April 22, 2021. https://business.twitter.com/en/blog/7-tips-creating-engaging-content-every-day.html
17. Boyd R. Is everyone reading this??! Accessed April 22, 2021. https://twitter.com/RheaBoydMD/status/1273006362679578625?s=20

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A Short-Lived Crisis

A 79-year-old woman presented to the emergency department with 1 day of nausea and vomiting. On the morning of presentation, she felt mild cramping in her legs and vomited twice. She denied chest or back pain, dyspnea, diaphoresis, cough, fever, dysuria, headache, and abdominal pain. Her medical history included hypertension, osteoporosis, and a right-sided acoustic neuroma treated with radiation 12 years prior. One month before this presentation, type 2 diabetes mellitus was diagnosed (hemoglobin A1c level, 7.3%) on routine testing by her primary care physician. Her medications were losartan and alendronate. She was born in China and immigrated to the United States 50 years prior. Her husband was chronically ill with several recent hospitalizations.

Nausea and vomiting are nonspecific symptoms that can arise from systemic illness, including hyperglycemia, a drug/toxin effect, or injury/inflammation of the gastrointestinal, central nervous system, or cardiovascular systems. An acoustic neuroma recurrence or malignancy in the radiation field could trigger nausea. Muscle cramping could arise from myositis or from hypokalemia secondary to vomiting. Her husband’s recent hospitalizations add an important psychosocial dimension to her care and should prompt consideration of a shared illness depending on the nature of his illness.

The patient’s temperature was 36.7 °C; heart rate, 99 beats per minute; blood pressure, 94/58 mm Hg;respiratory rate, 16 breaths per minute; and oxygen saturation, 98% while breathing room air. Her body mass index (BMI) was 18.7 kg/m2. She appeared comfortable. The heart, lung, jugular venous, and abdominal examinations were normal. She had no lower extremity edema or muscle tenderness.

The white blood cell (WBC) count was 14,500/µL (81% neutrophils, 9% lymphocytes, 8% monocytes), hemoglobin level was 17.5 g/dL (elevated from 14.2 g/dL 8 weeks prior), and platelet count was 238,000/µL. The metabolic panel revealed the following values: sodium, 139 mmol/L; potassium, 5.1 mmol/L; chloride, 96 mmol/L; bicarbonate, 17 mmol/L; blood urea nitrogen, 40 mg/dL; creatinine, 2.2 mg/dL (elevated from 0.7 mg/dL 8 weeks prior); glucose, 564 mg/dL; aspartate transaminase, 108 U/L; alanine transaminase, 130 U/L; total bilirubin, 0.6 mg/dL; and alkaline phosphatase, 105 U/L. Creatine kinase, amylase, and lipase levels were not measured. The urinalysis showed trace ketones, protein 100 mg/dL, glucose >500 mg/dL, and <5 WBCs per high-power field. The venous blood gas demonstrated a pH of 7.20 and lactate level of 13.2 mmol/L. Serum beta-hydroxybutyrate level was 0.27 mmol/L (reference range, 0.02-0.27), serum troponin I level was 8.5 µg/L (reference range, <0.05), and B-type natriuretic peptide level was 1850 pg/mL (reference range, <181).

Chest x-ray showed bilateral perihilar opacities with normal heart size. Electrocardiogram (ECG) revealed new ST-segment depressions in the anterior precordial leads (Figure 1).

Electrocardiogram

Her hypotension may signal septic, cardiogenic, or hypovolemic shock. The leukocytosis, anion gap acidosis, acute kidney injury, and elevated lactate are compatible with sepsis, although there is no identified source of infection. Although diabetic ketoacidosis (DKA) can explain many of these findings, the serum beta-hydroxybutyrate and urine ketones are lower than expected for that condition. Her low-normal BMI makes significant insulin resistance less likely and raises concern about pancreatic adenocarcinoma as a secondary cause of diabetes.

The nausea, ST depressions, elevated troponin and B-type natriuretic peptide levels, and bilateral infiltrates suggest acute coronary syndrome (ACS), complicated by acute heart failure leading to systemic hypoperfusion and associated lactic acidosis and kidney injury. Nonischemic causes of myocardial injury, such as sepsis, myocarditis, and stress cardiomyopathy, should also be considered. Alternatively, she could be experiencing multiorgan injury from widespread embolism (eg, endocarditis), thrombosis (eg, antiphospholipid syndrome), or inflammation (eg, vasculitis). Acute pancreatitis can cause acute hyperglycemia and multisystem disease, but she did not have abdominal pain or tenderness (and her lipase level was not measured). Treatment should include intravenous insulin, intravenous fluids (trying to balance possible sepsis or DKA with heart failure), medical management for non-ST elevation myocardial infarction (NSTEMI), and empiric antibiotics.

ACS was diagnosed, and aspirin, atorvastatin, clopidogrel, and heparin were prescribed. Insulin infusion and intravenous fluids (approximately 3 L overnight) were administered for hyperglycemia (and possible early DKA). On the night of admission, the patient became profoundly diaphoretic without fevers; the WBC count rose to 24,200/µL. Vancomycin and ertapenem were initiated for possible sepsis. Serum troponin I level increased to 11.9 µg/L; the patient did not have chest pain, and the ECG was unchanged.

The next morning, the patient reported new mild diffuse abdominal pain and had mild epigastric tenderness. The WBC count was 28,900/µL; hemoglobin, 13.2 g/dL; venous pH, 7.39; lactate, 2.9 mmol/L; lipase, 48 U/L; aspartate transaminase, 84 U/L; alanine transaminase, 72 U/L; total bilirubin, 0.7 mg/dL; alkaline phosphatase, 64 U/L; and creatinine, 1.2 mg/dL.

Her rising troponin without dynamic ECG changes makes the diagnosis of ACS less likely, although myocardial ischemia can present as abdominal pain. Other causes of myocardial injury to consider (in addition to the previously mentioned sepsis, myocarditis, and stress cardiomyopathy) are pulmonary embolism and proximal aortic dissection. The latter can lead to ischemia in multiple systems (cardiac, mesenteric, renal, and lower extremity, recalling her leg cramps on admission).

The leukocytosis and lactic acidosis in the setting of new abdominal pain raises the question of mesenteric ischemia or intra-abdominal sepsis. Her hemoglobin has decreased by 4 g, and while some of the change may be dilutional, it will be important to consider hemolysis (less likely with a normal bilirubin) or gastrointestinal bleeding (given current anticoagulant and antiplatelet therapy). An echocardiogram and computed tomography (CT) angiogram of the chest, abdomen, and pelvis are indicated to evaluate the vasculature and assess for intra-abdominal pathology.

Coronary angiography revealed a 40% stenosis in the proximal right coronary artery and no other angiographically significant disease; the left ventricular end-diastolic pressure (LVEDP) was 30 mm Hg. Transthoracic echocardiography demonstrated normal left ventricular size, left ventricular ejection fraction of 65% to 70%, impaired left ventricular relaxation, and an inferior vena cava <2 cm in diameter that collapsed with inspiration.

The angiogram shows modest coronary artery disease and points away from plaque rupture as the cause of myocardial injury. Another important consideration given her husband’s recurrent illness is stress cardiomyopathy, but she does not have the typical apical ballooning or left ventricular dysfunction. The increased LVEDP with normal left ventricular size and function with elevated filling pressures is consistent with left-sided heart failure with preserved ejection fraction. Cardiac magnetic resonance imaging could exclude an infiltrative disorder leading to diastolic dysfunction or a myocarditis that explains the troponin elevation, but both diagnoses seem unlikely.

CT of the abdomen and pelvis demonstrated a heterogeneous 3-cm mass in the left adrenal gland (Figure 2).

Computed Tomography Image

An adrenal mass could be a functional or nonfunctional adenoma, primary adrenal carcinoma, a metastatic malignancy, or granulomatous infection such as tuberculosis. Secretion of excess glucocorticoid, mineralocorticoid, or catecholamine should be evaluated.

Cushing syndrome could explain her hyperglycemia, leukocytosis, and heart failure (mediated by the increased risk of atherosclerosis and hypertension with hypercortisolism), although her low BMI is atypical. Primary hyperaldosteronism causes hypertension but does not cause an acute multisystem disease. Pheochromocytoma could account for the diaphoresis, hypertension, hyperglycemia, leukocytosis, and cardiac injury. A more severe form—pheochromocytoma crisis—is characterized by widespread end-organ damage, including cardiomyopathy, bowel ischemia, hepatitis, hyperglycemia with ketoacidosis, and lactic acidosis. Measurement of serum cortisol and plasma and urine fractionated metanephrines, and a dexamethasone suppression test can determine whether the adrenal mass is functional.

The intravenous insulin infusion was changed to subcutaneous dosing on hospital day 2. She had no further nausea, diaphoresis, or abdominal pain, was walking around the hospital unit unassisted, and was consuming a regular diet. By hospital day 3, insulin was discontinued. The patient remained euglycemic for the remainder of her hospitalization; hemoglobin A1c value was 7.0%. Blood cultures were sterile, and the WBC count was 12,000/µL. Thyroid-stimulating hormone level was 0.31 mIU/L (reference range, 0.45-4.12), and the free thyroxine level was 12 pmol/L (reference range, 10-18). Antibiotics were discontinued. She remained euvolemic and never required diuretic therapy. The acute myocardial injury and diastolic dysfunction were attributed to an acute stress cardiomyopathy arising from the strain of her husband’s declining health. She was discharged on hospital day 5 with aspirin, atorvastatin, metoprolol, lisinopril, and outpatient follow-up.

The rapid resolution of her multisystem process suggests a self-limited process or successful treatment of the underlying cause. Although she received antibiotics, a bacterial infection never manifested. Cardiomyopathy with a high troponin level, ECG changes, and early heart failure often requires aggressive supportive measures, which were not required here. The rapid cessation of hyperglycemia and an insulin requirement within 1 day is atypical for DKA.

Pheochromocytoma is a rare secondary cause of diabetes in which excess catecholamines cause insulin resistance and suppress insulin release. It can explain both the adrenal mass and, in the form of pheochromocytoma crisis, the severe multisystem injury. However, the patient’s hypotension (which could be explained by concomitant cardiomyopathy) and older age are not typical for pheochromocytoma.

Results of testing for adrenal biomarkers, which were sent during her hospitalization, returned several days after hospital discharge. The plasma free metanephrine level was 687 pg/mL (reference range, <57) and the plasma free normetanephrine level was 508 pg/mL (reference range, <148). Metoprolol was discontinued by her primary care physician.

Elevated plasma free metanephrine and normetanephrine levels were confirmed in the endocrinology clinic 3 weeks later. The 24-hour urine metanephrine level was 1497 µg/24 hours (reference range, 90-315), and the 24-hour urine normetanephrine level was 379 µg/24 hours (reference range, 122-676). Serum aldosterone level was 8 ng/dL (reference range, 3-16), and morning cortisol level was 8 µg/dL (reference range, 4-19). Lisinopril was discontinued, and phenoxybenzamine was prescribed.

Adrenal-protocol CT of the abdomen demonstrated that the left adrenal mass was enhanced by contrast without definite washout, which could be consistent with a pheochromocytoma.

The diagnosis of pheochromocytoma has been confirmed by biochemistry and imaging. It was appropriate to stop metoprolol, as β-blockade can lead to unopposed α-receptor agonism and hypertension. Implementation of α-blockade with phenoxybenzamine and endocrine surgery referral are indicated.

On the day she intended to fill a phenoxybenzamine prescription, the patient experienced acute generalized weakness and presented to the emergency department with hyperglycemia (glucose, 661 mg/dL), acute kidney injury (creatinine, 1.6 mg/dL), troponin I elevation (0.14 µg/L), and lactic acidosis (4.7 mmol/L). She was admitted to the hospital and rapidly improved with intravenous fluids and insulin. Phenoxybenzamine 10 mg daily was administered, and she was discharged on hospital day 2. The dosage of phenoxybenzamine was gradually increased over 2 months.

Laparoscopic left adrenalectomy was performed, with removal of a 3-cm mass. The pathologic findings confirmed the diagnosis of pheochromocytoma. Two months later she felt well. Her hypertension was controlled with lisinopril 10 mg daily. Transthoracic echocardiography 3 months after adrenalectomy demonstrated a left ventricular ejection fraction of 60% to 65%. Six months later, her hemoglobin A1c was 6.6%.

DISCUSSION

Pheochromocytoma is an abnormal growth of cells of chromaffin origin that arises in the adrenal medulla.1,2 The incidence of these often benign tumors is estimated to be 2 to 8 cases per million in the general population, and 2 to 6 per 1000 in adult patients with hypertension.1,3,4 Although clinicians commonly associate these catecholamine-secreting tumors with intermittent hypertension or diaphoresis, they have a wide spectrum of manifestations, which range from asymptomatic adrenal mass to acute multiorgan illness that mimics other life-threatening conditions. Common signs and symptoms of pheochromocytoma include hypertension (60%-70% incidence), headache (50%), diaphoresis (50%), and palpitations (50%-60%).4 The textbook triad of headache, sweating, and palpitations is seen in fewer than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is often explained by a more common condition.1,4 Approximately 5% of adrenal “incidentalomas” are pheochromocytomas that are minimally symptomatic or asymptomatic.1,3 In a study of 102 patients who underwent pheochromocytoma resection, 33% were diagnosed during evaluation of an adrenal incidentaloma.5 At the other end of the spectrum is a pheochromocytoma crisis with its mimicry of ACS and sepsis, and manifestations including severe hyperglycemia, abdominal pain, acute heart failure, and syncope.2,5-9 Aside from chronic mild hypertension and a single episode of diaphoresis during admission, our patient had none of the classic signs or symptoms of pheochromocytoma. Rather, she presented with the abrupt onset of multiorgan injury.

Diagnostic evaluation for pheochromocytoma typically includes demonstration of elevated catecholamine byproducts (metanephrines) in plasma or urine and an adrenal mass on imaging.2,10 Biopsy is contraindicated because this can lead to release of catecholamines, which can trigger a pheochromocytoma crisis.5 The Endocrine Society guidelines recommend evaluating patients for pheochromocytoma who have: (1) a known or suspected genetic syndrome linked to pheochromocytoma (eg, multiple endocrine neoplasia type 2 or Von Hippel-Lindau syndrome), (2) an adrenal mass incidentally found on imaging, regardless of a history of hypertension, or (3) signs and symptoms of pheochromocytoma.3

Patients in pheochromocytoma crisis are typically very ill, requiring intensive care unit admission for hemodynamic stabilization.1,11 Initial management is typically directed at assessing and treating for common causes of systemic illness and hemodynamic instability, such as ACS and sepsis. Although some patients with pheochromocytoma crisis may have hemodynamic collapse requiring invasive circulatory support, others improve while receiving empiric treatment for mimicking conditions. Our patient had multiorgan injury and hemodynamic instability but returned to her preadmission state within 48 to 72 hours and remained stable after the withdrawal of all therapies, including insulin and antibiotics. This rapid improvement suggested a paroxysmal condition with an “on/off” capacity mediated by endogenous mediators. Once pheochromocytoma crisis is diagnosed, hemodynamic stabilization with α-adrenergic receptor blockade and intravascular volume repletion is essential. Confirmation of the diagnosis with repeat testing after hospital discharge is important because biochemical test results are less specific in the setting of acute illness. Surgery on an elective basis is the definitive treatment. Ongoing α-adrenergic receptor blockade is essential to minimize the risk of an intraoperative pheochromocytoma crisis (because of anesthesia or tumor manipulation) and prevent cardiovascular collapse after resection of tumor.11

Although the biochemical profile of a pheochromocytoma (eg, epinephrine predominant) is not tightly linked to the phenotype, the pattern of organ injury can reflect the pleotropic effects of specific catecholamines.12 While both norepinephrine and epinephrine bind the β1-adrenergic receptor with equal affinity, epinephrine has a higher affinity for the β2-adrenergic receptor. Our patient’s initial relative hypotension was likely caused by hypovolemia from decreased oral intake, vomiting, and hyperglycemia-mediated polyuria. However, β2-adrenergic receptor agonism could have caused vasodilation, and nocardiogenic hypotension has been observed with epinephrine-predominant pheochromocytomas.13 Several of the other clinical findings in this case can be explained by widespread β-adrenergic receptor agonism. Epinephrine (whether endogenously produced or exogenously administered) can lead to cardiac injury with elevated cardiac biomarkers.1,6,14 Epinephrine administration can cause leukocytosis, which is attributed to demargination of leukocyte subsets that express β2-adrenergic receptors.15,16 Lactic acidosis in the absence of tissue hypoxia (type B lactic acidosis) occurs during epinephrine infusions in healthy volunteers.17,18 Hyperglycemia from epinephrine infusions is attributed to β-adrenergic receptor stimulation causing increased gluconeogenesis and glycogenolysis and decreased insulin secretion and tissue glucose uptake.8 Resolution of hyperglycemia and diabetes is observed in the majority of patients after resection of pheochromocytoma, and hypoglycemia immediately after surgery is common, occasionally requiring glucose infusion.19,20

Pheochromocytomas are rare tumors with a wide range of manifestations that extend well beyond the classic triad. Pheochromocytomas can present as an asymptomatic adrenal mass with normal blood pressure, as new onset diabetes, or as multiorgan injury with cardiovascular collapse. Our patient suffered from two episodes of catecholamine excess that required hospitalization, but fortunately each proved to be a short-lived crisis.

TEACHING POINTS

  • The classic triad of headache, sweating, and palpitations occurs in less than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is usually explained by a common medical condition.
  • The presentation of pheochromocytoma varies widely, from asymptomatic adrenal incidentaloma to pheochromocytoma crisis causing multiorgan dysfunction with hemodynamic instability and mimicry of common critical illnesses like ACS, DKA, and sepsis.
  • Biochemical screening for pheochromocytoma is recommended when a patient has a known or suspected genetic syndrome linked to pheochromocytoma, an adrenal mass incidentally found on imaging regardless of blood pressure, or signs and symptoms of a pheochromocytoma.
References

1. Riester A, Weismann D, Quinkler M, et al. Life-threatening events in patients with pheochromocytoma. Eur J Endocrinol. 2015;173(6):757-764. https://doi.org/10.1530/eje-15-0483
2. Whitelaw BC, Prague JK, Mustafa OG, et al. Phaeochromocytoma [corrected] crisis. Clin Endocrinol (Oxf). 2014;80(1):13-22. https://doi.org/10.1111/cen.12324
3. Lenders JW, Duh QY, Eisenhofer G, et al; Endocrine Society. Pheochromocytoma and paraganglioma: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2014;99(6):1915-1942. https://doi.org/10.1210/jc.2014-1498
4. Reisch N, Peczkowska M, Januszewicz A, Neumann HP. Pheochromocytoma: presentation, diagnosis and treatment. J Hypertens. 2006;24(12):2331-2339. https://doi.org/10.1097/01.hjh.0000251887.01885.54
5. Shen WT, Grogan R, Vriens M, Clark OH, Duh QY. One hundred two patients with pheochromocytoma treated at a single institution since the introduction of laparoscopic adrenalectomy. Arch Surg. 2010;145(9):893-897. https://doi.org/10.1001/archsurg.2010.159
6. Giavarini A, Chedid A, Bobrie G, Plouin PF, Hagège A, Amar L. Acute catecholamine cardiomyopathy in patients with phaeochromocytoma or functional paraganglioma. Heart. 2013;99(14):1438-1444. https://doi.org/10.1136/heartjnl-2013-304073
7. Lee TW, Lin KH, Chang CJ, Lew WH, Lee TI. Pheochromocytoma mimicking both acute coronary syndrome and sepsis: a case report. Med Princ Pract. 2013;22(4):405-407. https://doi.org/10.1159/000343578
8. Mesmar B, Poola-Kella S, Malek R. The physiology behind diabetes mellitus in patients with pheochromocytoma: a review of the literature. Endocr Pract. 2017;23(8):999-1005. https://doi.org/10.4158/ep171914.ra
9. Ueda T, Oka N, Matsumoto A, et al. Pheochromocytoma presenting as recurrent hypotension and syncope. Intern Med. 2005;44(3):222-227. https://doi.org/10.2169/internalmedicine.44.222
10. Neumann HPH, Young WF Jr, Eng C. Pheochromocytoma and paraganglioma. N Engl J Med. 2019;381(6):552-565. https://doi.org/10.1056/nejmra1806651
11. Scholten A, Cisco RM, Vriens MR, et al. Pheochromocytoma crisis is not a surgical emergency. J Clin Endocrinol Metab. 2013;98(2):581-591. https://doi.org/10.1210/jc.2012-3020
12. Pacak K. Phaeochromocytoma: a catecholamine and oxidative stress disorder. Endocr Regul. 2011;45:65-90.
13. Baxter MA, Hunter P, Thompson GR, London DR. Phaeochromocytomas as a cause of hypotension. Clin Endocrinol (Oxf). 1992;37(3):304-306. https://doi.org/10.1111/j.1365-2265.1992.tb02326.x
14. Campbell RL, Bellolio MF, Knutson BD, et al. Epinephrine in anaphylaxis: higher risk of cardiovascular complications and overdose after administration of intravenous bolus epinephrine compared with intramuscular epinephrine. J Allergy Clin Immunol Pract. 2015;3(1):76-80. https://doi.org/10.1016/j.jaip.2014.06.007
15. Benschop RJ, Rodriguez-Feuerhahn M, Schedlowski M. Catecholamine-induced leukocytosis: early observations, current research, and future directions. Brain Behav Immun. 1996;10(2):77-91. https://doi.org/10.1006/brbi.1996.0009
16. Dimitrov S, Lange T, Born J. Selective mobilization of cytotoxic leukocytes by epinephrine. J Immunol. 2010;184(1):503-511. https://doi.org/10.4049/jimmunol.0902189
17. Andersen LW, Mackenhauer J, Roberts JC, Berg KM, Cocchi MN, Donnino MW. Etiology and therapeutic approach to elevated lactate levels. Mayo Clin Proc. 2013;88(10):1127-1140. https://doi.org/10.1016/j.mayocp.2013.06.012
18. Levy B. Bench-to-bedside review: is there a place for epinephrine in septic shock? Crit Care. 2005;9(6):561-565. https://doi.org/10.1186/cc3901
19. Chen Y, Hodin RA, Pandolfi C, Ruan DT, McKenzie TJ. Hypoglycemia after resection of pheochromocytoma. Surgery. 2014;156:1404-1408; discussion 1408-1409. https://doi.org/10.1016/j.surg.2014.08.020
20. Pogorzelski R, Toutounchi S, Krajewska E, et al. The effect of surgical treatment of phaeochromocytoma on concomitant arterial hypertension and diabetes mellitus in a single-centre retrospective study. Cent European J Urol. 2014;67(4):361-365. https://doi.org/10.5173/ceju.2014.04.art9

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Dr. Dhaliwal reports receiving speaking honoraria from ISMIE Mutual Insurance Company and GE Healthcare. The other authors have nothing to disclose.

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A 79-year-old woman presented to the emergency department with 1 day of nausea and vomiting. On the morning of presentation, she felt mild cramping in her legs and vomited twice. She denied chest or back pain, dyspnea, diaphoresis, cough, fever, dysuria, headache, and abdominal pain. Her medical history included hypertension, osteoporosis, and a right-sided acoustic neuroma treated with radiation 12 years prior. One month before this presentation, type 2 diabetes mellitus was diagnosed (hemoglobin A1c level, 7.3%) on routine testing by her primary care physician. Her medications were losartan and alendronate. She was born in China and immigrated to the United States 50 years prior. Her husband was chronically ill with several recent hospitalizations.

Nausea and vomiting are nonspecific symptoms that can arise from systemic illness, including hyperglycemia, a drug/toxin effect, or injury/inflammation of the gastrointestinal, central nervous system, or cardiovascular systems. An acoustic neuroma recurrence or malignancy in the radiation field could trigger nausea. Muscle cramping could arise from myositis or from hypokalemia secondary to vomiting. Her husband’s recent hospitalizations add an important psychosocial dimension to her care and should prompt consideration of a shared illness depending on the nature of his illness.

The patient’s temperature was 36.7 °C; heart rate, 99 beats per minute; blood pressure, 94/58 mm Hg;respiratory rate, 16 breaths per minute; and oxygen saturation, 98% while breathing room air. Her body mass index (BMI) was 18.7 kg/m2. She appeared comfortable. The heart, lung, jugular venous, and abdominal examinations were normal. She had no lower extremity edema or muscle tenderness.

The white blood cell (WBC) count was 14,500/µL (81% neutrophils, 9% lymphocytes, 8% monocytes), hemoglobin level was 17.5 g/dL (elevated from 14.2 g/dL 8 weeks prior), and platelet count was 238,000/µL. The metabolic panel revealed the following values: sodium, 139 mmol/L; potassium, 5.1 mmol/L; chloride, 96 mmol/L; bicarbonate, 17 mmol/L; blood urea nitrogen, 40 mg/dL; creatinine, 2.2 mg/dL (elevated from 0.7 mg/dL 8 weeks prior); glucose, 564 mg/dL; aspartate transaminase, 108 U/L; alanine transaminase, 130 U/L; total bilirubin, 0.6 mg/dL; and alkaline phosphatase, 105 U/L. Creatine kinase, amylase, and lipase levels were not measured. The urinalysis showed trace ketones, protein 100 mg/dL, glucose >500 mg/dL, and <5 WBCs per high-power field. The venous blood gas demonstrated a pH of 7.20 and lactate level of 13.2 mmol/L. Serum beta-hydroxybutyrate level was 0.27 mmol/L (reference range, 0.02-0.27), serum troponin I level was 8.5 µg/L (reference range, <0.05), and B-type natriuretic peptide level was 1850 pg/mL (reference range, <181).

Chest x-ray showed bilateral perihilar opacities with normal heart size. Electrocardiogram (ECG) revealed new ST-segment depressions in the anterior precordial leads (Figure 1).

Electrocardiogram

Her hypotension may signal septic, cardiogenic, or hypovolemic shock. The leukocytosis, anion gap acidosis, acute kidney injury, and elevated lactate are compatible with sepsis, although there is no identified source of infection. Although diabetic ketoacidosis (DKA) can explain many of these findings, the serum beta-hydroxybutyrate and urine ketones are lower than expected for that condition. Her low-normal BMI makes significant insulin resistance less likely and raises concern about pancreatic adenocarcinoma as a secondary cause of diabetes.

The nausea, ST depressions, elevated troponin and B-type natriuretic peptide levels, and bilateral infiltrates suggest acute coronary syndrome (ACS), complicated by acute heart failure leading to systemic hypoperfusion and associated lactic acidosis and kidney injury. Nonischemic causes of myocardial injury, such as sepsis, myocarditis, and stress cardiomyopathy, should also be considered. Alternatively, she could be experiencing multiorgan injury from widespread embolism (eg, endocarditis), thrombosis (eg, antiphospholipid syndrome), or inflammation (eg, vasculitis). Acute pancreatitis can cause acute hyperglycemia and multisystem disease, but she did not have abdominal pain or tenderness (and her lipase level was not measured). Treatment should include intravenous insulin, intravenous fluids (trying to balance possible sepsis or DKA with heart failure), medical management for non-ST elevation myocardial infarction (NSTEMI), and empiric antibiotics.

ACS was diagnosed, and aspirin, atorvastatin, clopidogrel, and heparin were prescribed. Insulin infusion and intravenous fluids (approximately 3 L overnight) were administered for hyperglycemia (and possible early DKA). On the night of admission, the patient became profoundly diaphoretic without fevers; the WBC count rose to 24,200/µL. Vancomycin and ertapenem were initiated for possible sepsis. Serum troponin I level increased to 11.9 µg/L; the patient did not have chest pain, and the ECG was unchanged.

The next morning, the patient reported new mild diffuse abdominal pain and had mild epigastric tenderness. The WBC count was 28,900/µL; hemoglobin, 13.2 g/dL; venous pH, 7.39; lactate, 2.9 mmol/L; lipase, 48 U/L; aspartate transaminase, 84 U/L; alanine transaminase, 72 U/L; total bilirubin, 0.7 mg/dL; alkaline phosphatase, 64 U/L; and creatinine, 1.2 mg/dL.

Her rising troponin without dynamic ECG changes makes the diagnosis of ACS less likely, although myocardial ischemia can present as abdominal pain. Other causes of myocardial injury to consider (in addition to the previously mentioned sepsis, myocarditis, and stress cardiomyopathy) are pulmonary embolism and proximal aortic dissection. The latter can lead to ischemia in multiple systems (cardiac, mesenteric, renal, and lower extremity, recalling her leg cramps on admission).

The leukocytosis and lactic acidosis in the setting of new abdominal pain raises the question of mesenteric ischemia or intra-abdominal sepsis. Her hemoglobin has decreased by 4 g, and while some of the change may be dilutional, it will be important to consider hemolysis (less likely with a normal bilirubin) or gastrointestinal bleeding (given current anticoagulant and antiplatelet therapy). An echocardiogram and computed tomography (CT) angiogram of the chest, abdomen, and pelvis are indicated to evaluate the vasculature and assess for intra-abdominal pathology.

Coronary angiography revealed a 40% stenosis in the proximal right coronary artery and no other angiographically significant disease; the left ventricular end-diastolic pressure (LVEDP) was 30 mm Hg. Transthoracic echocardiography demonstrated normal left ventricular size, left ventricular ejection fraction of 65% to 70%, impaired left ventricular relaxation, and an inferior vena cava <2 cm in diameter that collapsed with inspiration.

The angiogram shows modest coronary artery disease and points away from plaque rupture as the cause of myocardial injury. Another important consideration given her husband’s recurrent illness is stress cardiomyopathy, but she does not have the typical apical ballooning or left ventricular dysfunction. The increased LVEDP with normal left ventricular size and function with elevated filling pressures is consistent with left-sided heart failure with preserved ejection fraction. Cardiac magnetic resonance imaging could exclude an infiltrative disorder leading to diastolic dysfunction or a myocarditis that explains the troponin elevation, but both diagnoses seem unlikely.

CT of the abdomen and pelvis demonstrated a heterogeneous 3-cm mass in the left adrenal gland (Figure 2).

Computed Tomography Image

An adrenal mass could be a functional or nonfunctional adenoma, primary adrenal carcinoma, a metastatic malignancy, or granulomatous infection such as tuberculosis. Secretion of excess glucocorticoid, mineralocorticoid, or catecholamine should be evaluated.

Cushing syndrome could explain her hyperglycemia, leukocytosis, and heart failure (mediated by the increased risk of atherosclerosis and hypertension with hypercortisolism), although her low BMI is atypical. Primary hyperaldosteronism causes hypertension but does not cause an acute multisystem disease. Pheochromocytoma could account for the diaphoresis, hypertension, hyperglycemia, leukocytosis, and cardiac injury. A more severe form—pheochromocytoma crisis—is characterized by widespread end-organ damage, including cardiomyopathy, bowel ischemia, hepatitis, hyperglycemia with ketoacidosis, and lactic acidosis. Measurement of serum cortisol and plasma and urine fractionated metanephrines, and a dexamethasone suppression test can determine whether the adrenal mass is functional.

The intravenous insulin infusion was changed to subcutaneous dosing on hospital day 2. She had no further nausea, diaphoresis, or abdominal pain, was walking around the hospital unit unassisted, and was consuming a regular diet. By hospital day 3, insulin was discontinued. The patient remained euglycemic for the remainder of her hospitalization; hemoglobin A1c value was 7.0%. Blood cultures were sterile, and the WBC count was 12,000/µL. Thyroid-stimulating hormone level was 0.31 mIU/L (reference range, 0.45-4.12), and the free thyroxine level was 12 pmol/L (reference range, 10-18). Antibiotics were discontinued. She remained euvolemic and never required diuretic therapy. The acute myocardial injury and diastolic dysfunction were attributed to an acute stress cardiomyopathy arising from the strain of her husband’s declining health. She was discharged on hospital day 5 with aspirin, atorvastatin, metoprolol, lisinopril, and outpatient follow-up.

The rapid resolution of her multisystem process suggests a self-limited process or successful treatment of the underlying cause. Although she received antibiotics, a bacterial infection never manifested. Cardiomyopathy with a high troponin level, ECG changes, and early heart failure often requires aggressive supportive measures, which were not required here. The rapid cessation of hyperglycemia and an insulin requirement within 1 day is atypical for DKA.

Pheochromocytoma is a rare secondary cause of diabetes in which excess catecholamines cause insulin resistance and suppress insulin release. It can explain both the adrenal mass and, in the form of pheochromocytoma crisis, the severe multisystem injury. However, the patient’s hypotension (which could be explained by concomitant cardiomyopathy) and older age are not typical for pheochromocytoma.

Results of testing for adrenal biomarkers, which were sent during her hospitalization, returned several days after hospital discharge. The plasma free metanephrine level was 687 pg/mL (reference range, <57) and the plasma free normetanephrine level was 508 pg/mL (reference range, <148). Metoprolol was discontinued by her primary care physician.

Elevated plasma free metanephrine and normetanephrine levels were confirmed in the endocrinology clinic 3 weeks later. The 24-hour urine metanephrine level was 1497 µg/24 hours (reference range, 90-315), and the 24-hour urine normetanephrine level was 379 µg/24 hours (reference range, 122-676). Serum aldosterone level was 8 ng/dL (reference range, 3-16), and morning cortisol level was 8 µg/dL (reference range, 4-19). Lisinopril was discontinued, and phenoxybenzamine was prescribed.

Adrenal-protocol CT of the abdomen demonstrated that the left adrenal mass was enhanced by contrast without definite washout, which could be consistent with a pheochromocytoma.

The diagnosis of pheochromocytoma has been confirmed by biochemistry and imaging. It was appropriate to stop metoprolol, as β-blockade can lead to unopposed α-receptor agonism and hypertension. Implementation of α-blockade with phenoxybenzamine and endocrine surgery referral are indicated.

On the day she intended to fill a phenoxybenzamine prescription, the patient experienced acute generalized weakness and presented to the emergency department with hyperglycemia (glucose, 661 mg/dL), acute kidney injury (creatinine, 1.6 mg/dL), troponin I elevation (0.14 µg/L), and lactic acidosis (4.7 mmol/L). She was admitted to the hospital and rapidly improved with intravenous fluids and insulin. Phenoxybenzamine 10 mg daily was administered, and she was discharged on hospital day 2. The dosage of phenoxybenzamine was gradually increased over 2 months.

Laparoscopic left adrenalectomy was performed, with removal of a 3-cm mass. The pathologic findings confirmed the diagnosis of pheochromocytoma. Two months later she felt well. Her hypertension was controlled with lisinopril 10 mg daily. Transthoracic echocardiography 3 months after adrenalectomy demonstrated a left ventricular ejection fraction of 60% to 65%. Six months later, her hemoglobin A1c was 6.6%.

DISCUSSION

Pheochromocytoma is an abnormal growth of cells of chromaffin origin that arises in the adrenal medulla.1,2 The incidence of these often benign tumors is estimated to be 2 to 8 cases per million in the general population, and 2 to 6 per 1000 in adult patients with hypertension.1,3,4 Although clinicians commonly associate these catecholamine-secreting tumors with intermittent hypertension or diaphoresis, they have a wide spectrum of manifestations, which range from asymptomatic adrenal mass to acute multiorgan illness that mimics other life-threatening conditions. Common signs and symptoms of pheochromocytoma include hypertension (60%-70% incidence), headache (50%), diaphoresis (50%), and palpitations (50%-60%).4 The textbook triad of headache, sweating, and palpitations is seen in fewer than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is often explained by a more common condition.1,4 Approximately 5% of adrenal “incidentalomas” are pheochromocytomas that are minimally symptomatic or asymptomatic.1,3 In a study of 102 patients who underwent pheochromocytoma resection, 33% were diagnosed during evaluation of an adrenal incidentaloma.5 At the other end of the spectrum is a pheochromocytoma crisis with its mimicry of ACS and sepsis, and manifestations including severe hyperglycemia, abdominal pain, acute heart failure, and syncope.2,5-9 Aside from chronic mild hypertension and a single episode of diaphoresis during admission, our patient had none of the classic signs or symptoms of pheochromocytoma. Rather, she presented with the abrupt onset of multiorgan injury.

Diagnostic evaluation for pheochromocytoma typically includes demonstration of elevated catecholamine byproducts (metanephrines) in plasma or urine and an adrenal mass on imaging.2,10 Biopsy is contraindicated because this can lead to release of catecholamines, which can trigger a pheochromocytoma crisis.5 The Endocrine Society guidelines recommend evaluating patients for pheochromocytoma who have: (1) a known or suspected genetic syndrome linked to pheochromocytoma (eg, multiple endocrine neoplasia type 2 or Von Hippel-Lindau syndrome), (2) an adrenal mass incidentally found on imaging, regardless of a history of hypertension, or (3) signs and symptoms of pheochromocytoma.3

Patients in pheochromocytoma crisis are typically very ill, requiring intensive care unit admission for hemodynamic stabilization.1,11 Initial management is typically directed at assessing and treating for common causes of systemic illness and hemodynamic instability, such as ACS and sepsis. Although some patients with pheochromocytoma crisis may have hemodynamic collapse requiring invasive circulatory support, others improve while receiving empiric treatment for mimicking conditions. Our patient had multiorgan injury and hemodynamic instability but returned to her preadmission state within 48 to 72 hours and remained stable after the withdrawal of all therapies, including insulin and antibiotics. This rapid improvement suggested a paroxysmal condition with an “on/off” capacity mediated by endogenous mediators. Once pheochromocytoma crisis is diagnosed, hemodynamic stabilization with α-adrenergic receptor blockade and intravascular volume repletion is essential. Confirmation of the diagnosis with repeat testing after hospital discharge is important because biochemical test results are less specific in the setting of acute illness. Surgery on an elective basis is the definitive treatment. Ongoing α-adrenergic receptor blockade is essential to minimize the risk of an intraoperative pheochromocytoma crisis (because of anesthesia or tumor manipulation) and prevent cardiovascular collapse after resection of tumor.11

Although the biochemical profile of a pheochromocytoma (eg, epinephrine predominant) is not tightly linked to the phenotype, the pattern of organ injury can reflect the pleotropic effects of specific catecholamines.12 While both norepinephrine and epinephrine bind the β1-adrenergic receptor with equal affinity, epinephrine has a higher affinity for the β2-adrenergic receptor. Our patient’s initial relative hypotension was likely caused by hypovolemia from decreased oral intake, vomiting, and hyperglycemia-mediated polyuria. However, β2-adrenergic receptor agonism could have caused vasodilation, and nocardiogenic hypotension has been observed with epinephrine-predominant pheochromocytomas.13 Several of the other clinical findings in this case can be explained by widespread β-adrenergic receptor agonism. Epinephrine (whether endogenously produced or exogenously administered) can lead to cardiac injury with elevated cardiac biomarkers.1,6,14 Epinephrine administration can cause leukocytosis, which is attributed to demargination of leukocyte subsets that express β2-adrenergic receptors.15,16 Lactic acidosis in the absence of tissue hypoxia (type B lactic acidosis) occurs during epinephrine infusions in healthy volunteers.17,18 Hyperglycemia from epinephrine infusions is attributed to β-adrenergic receptor stimulation causing increased gluconeogenesis and glycogenolysis and decreased insulin secretion and tissue glucose uptake.8 Resolution of hyperglycemia and diabetes is observed in the majority of patients after resection of pheochromocytoma, and hypoglycemia immediately after surgery is common, occasionally requiring glucose infusion.19,20

Pheochromocytomas are rare tumors with a wide range of manifestations that extend well beyond the classic triad. Pheochromocytomas can present as an asymptomatic adrenal mass with normal blood pressure, as new onset diabetes, or as multiorgan injury with cardiovascular collapse. Our patient suffered from two episodes of catecholamine excess that required hospitalization, but fortunately each proved to be a short-lived crisis.

TEACHING POINTS

  • The classic triad of headache, sweating, and palpitations occurs in less than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is usually explained by a common medical condition.
  • The presentation of pheochromocytoma varies widely, from asymptomatic adrenal incidentaloma to pheochromocytoma crisis causing multiorgan dysfunction with hemodynamic instability and mimicry of common critical illnesses like ACS, DKA, and sepsis.
  • Biochemical screening for pheochromocytoma is recommended when a patient has a known or suspected genetic syndrome linked to pheochromocytoma, an adrenal mass incidentally found on imaging regardless of blood pressure, or signs and symptoms of a pheochromocytoma.

A 79-year-old woman presented to the emergency department with 1 day of nausea and vomiting. On the morning of presentation, she felt mild cramping in her legs and vomited twice. She denied chest or back pain, dyspnea, diaphoresis, cough, fever, dysuria, headache, and abdominal pain. Her medical history included hypertension, osteoporosis, and a right-sided acoustic neuroma treated with radiation 12 years prior. One month before this presentation, type 2 diabetes mellitus was diagnosed (hemoglobin A1c level, 7.3%) on routine testing by her primary care physician. Her medications were losartan and alendronate. She was born in China and immigrated to the United States 50 years prior. Her husband was chronically ill with several recent hospitalizations.

Nausea and vomiting are nonspecific symptoms that can arise from systemic illness, including hyperglycemia, a drug/toxin effect, or injury/inflammation of the gastrointestinal, central nervous system, or cardiovascular systems. An acoustic neuroma recurrence or malignancy in the radiation field could trigger nausea. Muscle cramping could arise from myositis or from hypokalemia secondary to vomiting. Her husband’s recent hospitalizations add an important psychosocial dimension to her care and should prompt consideration of a shared illness depending on the nature of his illness.

The patient’s temperature was 36.7 °C; heart rate, 99 beats per minute; blood pressure, 94/58 mm Hg;respiratory rate, 16 breaths per minute; and oxygen saturation, 98% while breathing room air. Her body mass index (BMI) was 18.7 kg/m2. She appeared comfortable. The heart, lung, jugular venous, and abdominal examinations were normal. She had no lower extremity edema or muscle tenderness.

The white blood cell (WBC) count was 14,500/µL (81% neutrophils, 9% lymphocytes, 8% monocytes), hemoglobin level was 17.5 g/dL (elevated from 14.2 g/dL 8 weeks prior), and platelet count was 238,000/µL. The metabolic panel revealed the following values: sodium, 139 mmol/L; potassium, 5.1 mmol/L; chloride, 96 mmol/L; bicarbonate, 17 mmol/L; blood urea nitrogen, 40 mg/dL; creatinine, 2.2 mg/dL (elevated from 0.7 mg/dL 8 weeks prior); glucose, 564 mg/dL; aspartate transaminase, 108 U/L; alanine transaminase, 130 U/L; total bilirubin, 0.6 mg/dL; and alkaline phosphatase, 105 U/L. Creatine kinase, amylase, and lipase levels were not measured. The urinalysis showed trace ketones, protein 100 mg/dL, glucose >500 mg/dL, and <5 WBCs per high-power field. The venous blood gas demonstrated a pH of 7.20 and lactate level of 13.2 mmol/L. Serum beta-hydroxybutyrate level was 0.27 mmol/L (reference range, 0.02-0.27), serum troponin I level was 8.5 µg/L (reference range, <0.05), and B-type natriuretic peptide level was 1850 pg/mL (reference range, <181).

Chest x-ray showed bilateral perihilar opacities with normal heart size. Electrocardiogram (ECG) revealed new ST-segment depressions in the anterior precordial leads (Figure 1).

Electrocardiogram

Her hypotension may signal septic, cardiogenic, or hypovolemic shock. The leukocytosis, anion gap acidosis, acute kidney injury, and elevated lactate are compatible with sepsis, although there is no identified source of infection. Although diabetic ketoacidosis (DKA) can explain many of these findings, the serum beta-hydroxybutyrate and urine ketones are lower than expected for that condition. Her low-normal BMI makes significant insulin resistance less likely and raises concern about pancreatic adenocarcinoma as a secondary cause of diabetes.

The nausea, ST depressions, elevated troponin and B-type natriuretic peptide levels, and bilateral infiltrates suggest acute coronary syndrome (ACS), complicated by acute heart failure leading to systemic hypoperfusion and associated lactic acidosis and kidney injury. Nonischemic causes of myocardial injury, such as sepsis, myocarditis, and stress cardiomyopathy, should also be considered. Alternatively, she could be experiencing multiorgan injury from widespread embolism (eg, endocarditis), thrombosis (eg, antiphospholipid syndrome), or inflammation (eg, vasculitis). Acute pancreatitis can cause acute hyperglycemia and multisystem disease, but she did not have abdominal pain or tenderness (and her lipase level was not measured). Treatment should include intravenous insulin, intravenous fluids (trying to balance possible sepsis or DKA with heart failure), medical management for non-ST elevation myocardial infarction (NSTEMI), and empiric antibiotics.

ACS was diagnosed, and aspirin, atorvastatin, clopidogrel, and heparin were prescribed. Insulin infusion and intravenous fluids (approximately 3 L overnight) were administered for hyperglycemia (and possible early DKA). On the night of admission, the patient became profoundly diaphoretic without fevers; the WBC count rose to 24,200/µL. Vancomycin and ertapenem were initiated for possible sepsis. Serum troponin I level increased to 11.9 µg/L; the patient did not have chest pain, and the ECG was unchanged.

The next morning, the patient reported new mild diffuse abdominal pain and had mild epigastric tenderness. The WBC count was 28,900/µL; hemoglobin, 13.2 g/dL; venous pH, 7.39; lactate, 2.9 mmol/L; lipase, 48 U/L; aspartate transaminase, 84 U/L; alanine transaminase, 72 U/L; total bilirubin, 0.7 mg/dL; alkaline phosphatase, 64 U/L; and creatinine, 1.2 mg/dL.

Her rising troponin without dynamic ECG changes makes the diagnosis of ACS less likely, although myocardial ischemia can present as abdominal pain. Other causes of myocardial injury to consider (in addition to the previously mentioned sepsis, myocarditis, and stress cardiomyopathy) are pulmonary embolism and proximal aortic dissection. The latter can lead to ischemia in multiple systems (cardiac, mesenteric, renal, and lower extremity, recalling her leg cramps on admission).

The leukocytosis and lactic acidosis in the setting of new abdominal pain raises the question of mesenteric ischemia or intra-abdominal sepsis. Her hemoglobin has decreased by 4 g, and while some of the change may be dilutional, it will be important to consider hemolysis (less likely with a normal bilirubin) or gastrointestinal bleeding (given current anticoagulant and antiplatelet therapy). An echocardiogram and computed tomography (CT) angiogram of the chest, abdomen, and pelvis are indicated to evaluate the vasculature and assess for intra-abdominal pathology.

Coronary angiography revealed a 40% stenosis in the proximal right coronary artery and no other angiographically significant disease; the left ventricular end-diastolic pressure (LVEDP) was 30 mm Hg. Transthoracic echocardiography demonstrated normal left ventricular size, left ventricular ejection fraction of 65% to 70%, impaired left ventricular relaxation, and an inferior vena cava <2 cm in diameter that collapsed with inspiration.

The angiogram shows modest coronary artery disease and points away from plaque rupture as the cause of myocardial injury. Another important consideration given her husband’s recurrent illness is stress cardiomyopathy, but she does not have the typical apical ballooning or left ventricular dysfunction. The increased LVEDP with normal left ventricular size and function with elevated filling pressures is consistent with left-sided heart failure with preserved ejection fraction. Cardiac magnetic resonance imaging could exclude an infiltrative disorder leading to diastolic dysfunction or a myocarditis that explains the troponin elevation, but both diagnoses seem unlikely.

CT of the abdomen and pelvis demonstrated a heterogeneous 3-cm mass in the left adrenal gland (Figure 2).

Computed Tomography Image

An adrenal mass could be a functional or nonfunctional adenoma, primary adrenal carcinoma, a metastatic malignancy, or granulomatous infection such as tuberculosis. Secretion of excess glucocorticoid, mineralocorticoid, or catecholamine should be evaluated.

Cushing syndrome could explain her hyperglycemia, leukocytosis, and heart failure (mediated by the increased risk of atherosclerosis and hypertension with hypercortisolism), although her low BMI is atypical. Primary hyperaldosteronism causes hypertension but does not cause an acute multisystem disease. Pheochromocytoma could account for the diaphoresis, hypertension, hyperglycemia, leukocytosis, and cardiac injury. A more severe form—pheochromocytoma crisis—is characterized by widespread end-organ damage, including cardiomyopathy, bowel ischemia, hepatitis, hyperglycemia with ketoacidosis, and lactic acidosis. Measurement of serum cortisol and plasma and urine fractionated metanephrines, and a dexamethasone suppression test can determine whether the adrenal mass is functional.

The intravenous insulin infusion was changed to subcutaneous dosing on hospital day 2. She had no further nausea, diaphoresis, or abdominal pain, was walking around the hospital unit unassisted, and was consuming a regular diet. By hospital day 3, insulin was discontinued. The patient remained euglycemic for the remainder of her hospitalization; hemoglobin A1c value was 7.0%. Blood cultures were sterile, and the WBC count was 12,000/µL. Thyroid-stimulating hormone level was 0.31 mIU/L (reference range, 0.45-4.12), and the free thyroxine level was 12 pmol/L (reference range, 10-18). Antibiotics were discontinued. She remained euvolemic and never required diuretic therapy. The acute myocardial injury and diastolic dysfunction were attributed to an acute stress cardiomyopathy arising from the strain of her husband’s declining health. She was discharged on hospital day 5 with aspirin, atorvastatin, metoprolol, lisinopril, and outpatient follow-up.

The rapid resolution of her multisystem process suggests a self-limited process or successful treatment of the underlying cause. Although she received antibiotics, a bacterial infection never manifested. Cardiomyopathy with a high troponin level, ECG changes, and early heart failure often requires aggressive supportive measures, which were not required here. The rapid cessation of hyperglycemia and an insulin requirement within 1 day is atypical for DKA.

Pheochromocytoma is a rare secondary cause of diabetes in which excess catecholamines cause insulin resistance and suppress insulin release. It can explain both the adrenal mass and, in the form of pheochromocytoma crisis, the severe multisystem injury. However, the patient’s hypotension (which could be explained by concomitant cardiomyopathy) and older age are not typical for pheochromocytoma.

Results of testing for adrenal biomarkers, which were sent during her hospitalization, returned several days after hospital discharge. The plasma free metanephrine level was 687 pg/mL (reference range, <57) and the plasma free normetanephrine level was 508 pg/mL (reference range, <148). Metoprolol was discontinued by her primary care physician.

Elevated plasma free metanephrine and normetanephrine levels were confirmed in the endocrinology clinic 3 weeks later. The 24-hour urine metanephrine level was 1497 µg/24 hours (reference range, 90-315), and the 24-hour urine normetanephrine level was 379 µg/24 hours (reference range, 122-676). Serum aldosterone level was 8 ng/dL (reference range, 3-16), and morning cortisol level was 8 µg/dL (reference range, 4-19). Lisinopril was discontinued, and phenoxybenzamine was prescribed.

Adrenal-protocol CT of the abdomen demonstrated that the left adrenal mass was enhanced by contrast without definite washout, which could be consistent with a pheochromocytoma.

The diagnosis of pheochromocytoma has been confirmed by biochemistry and imaging. It was appropriate to stop metoprolol, as β-blockade can lead to unopposed α-receptor agonism and hypertension. Implementation of α-blockade with phenoxybenzamine and endocrine surgery referral are indicated.

On the day she intended to fill a phenoxybenzamine prescription, the patient experienced acute generalized weakness and presented to the emergency department with hyperglycemia (glucose, 661 mg/dL), acute kidney injury (creatinine, 1.6 mg/dL), troponin I elevation (0.14 µg/L), and lactic acidosis (4.7 mmol/L). She was admitted to the hospital and rapidly improved with intravenous fluids and insulin. Phenoxybenzamine 10 mg daily was administered, and she was discharged on hospital day 2. The dosage of phenoxybenzamine was gradually increased over 2 months.

Laparoscopic left adrenalectomy was performed, with removal of a 3-cm mass. The pathologic findings confirmed the diagnosis of pheochromocytoma. Two months later she felt well. Her hypertension was controlled with lisinopril 10 mg daily. Transthoracic echocardiography 3 months after adrenalectomy demonstrated a left ventricular ejection fraction of 60% to 65%. Six months later, her hemoglobin A1c was 6.6%.

DISCUSSION

Pheochromocytoma is an abnormal growth of cells of chromaffin origin that arises in the adrenal medulla.1,2 The incidence of these often benign tumors is estimated to be 2 to 8 cases per million in the general population, and 2 to 6 per 1000 in adult patients with hypertension.1,3,4 Although clinicians commonly associate these catecholamine-secreting tumors with intermittent hypertension or diaphoresis, they have a wide spectrum of manifestations, which range from asymptomatic adrenal mass to acute multiorgan illness that mimics other life-threatening conditions. Common signs and symptoms of pheochromocytoma include hypertension (60%-70% incidence), headache (50%), diaphoresis (50%), and palpitations (50%-60%).4 The textbook triad of headache, sweating, and palpitations is seen in fewer than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is often explained by a more common condition.1,4 Approximately 5% of adrenal “incidentalomas” are pheochromocytomas that are minimally symptomatic or asymptomatic.1,3 In a study of 102 patients who underwent pheochromocytoma resection, 33% were diagnosed during evaluation of an adrenal incidentaloma.5 At the other end of the spectrum is a pheochromocytoma crisis with its mimicry of ACS and sepsis, and manifestations including severe hyperglycemia, abdominal pain, acute heart failure, and syncope.2,5-9 Aside from chronic mild hypertension and a single episode of diaphoresis during admission, our patient had none of the classic signs or symptoms of pheochromocytoma. Rather, she presented with the abrupt onset of multiorgan injury.

Diagnostic evaluation for pheochromocytoma typically includes demonstration of elevated catecholamine byproducts (metanephrines) in plasma or urine and an adrenal mass on imaging.2,10 Biopsy is contraindicated because this can lead to release of catecholamines, which can trigger a pheochromocytoma crisis.5 The Endocrine Society guidelines recommend evaluating patients for pheochromocytoma who have: (1) a known or suspected genetic syndrome linked to pheochromocytoma (eg, multiple endocrine neoplasia type 2 or Von Hippel-Lindau syndrome), (2) an adrenal mass incidentally found on imaging, regardless of a history of hypertension, or (3) signs and symptoms of pheochromocytoma.3

Patients in pheochromocytoma crisis are typically very ill, requiring intensive care unit admission for hemodynamic stabilization.1,11 Initial management is typically directed at assessing and treating for common causes of systemic illness and hemodynamic instability, such as ACS and sepsis. Although some patients with pheochromocytoma crisis may have hemodynamic collapse requiring invasive circulatory support, others improve while receiving empiric treatment for mimicking conditions. Our patient had multiorgan injury and hemodynamic instability but returned to her preadmission state within 48 to 72 hours and remained stable after the withdrawal of all therapies, including insulin and antibiotics. This rapid improvement suggested a paroxysmal condition with an “on/off” capacity mediated by endogenous mediators. Once pheochromocytoma crisis is diagnosed, hemodynamic stabilization with α-adrenergic receptor blockade and intravascular volume repletion is essential. Confirmation of the diagnosis with repeat testing after hospital discharge is important because biochemical test results are less specific in the setting of acute illness. Surgery on an elective basis is the definitive treatment. Ongoing α-adrenergic receptor blockade is essential to minimize the risk of an intraoperative pheochromocytoma crisis (because of anesthesia or tumor manipulation) and prevent cardiovascular collapse after resection of tumor.11

Although the biochemical profile of a pheochromocytoma (eg, epinephrine predominant) is not tightly linked to the phenotype, the pattern of organ injury can reflect the pleotropic effects of specific catecholamines.12 While both norepinephrine and epinephrine bind the β1-adrenergic receptor with equal affinity, epinephrine has a higher affinity for the β2-adrenergic receptor. Our patient’s initial relative hypotension was likely caused by hypovolemia from decreased oral intake, vomiting, and hyperglycemia-mediated polyuria. However, β2-adrenergic receptor agonism could have caused vasodilation, and nocardiogenic hypotension has been observed with epinephrine-predominant pheochromocytomas.13 Several of the other clinical findings in this case can be explained by widespread β-adrenergic receptor agonism. Epinephrine (whether endogenously produced or exogenously administered) can lead to cardiac injury with elevated cardiac biomarkers.1,6,14 Epinephrine administration can cause leukocytosis, which is attributed to demargination of leukocyte subsets that express β2-adrenergic receptors.15,16 Lactic acidosis in the absence of tissue hypoxia (type B lactic acidosis) occurs during epinephrine infusions in healthy volunteers.17,18 Hyperglycemia from epinephrine infusions is attributed to β-adrenergic receptor stimulation causing increased gluconeogenesis and glycogenolysis and decreased insulin secretion and tissue glucose uptake.8 Resolution of hyperglycemia and diabetes is observed in the majority of patients after resection of pheochromocytoma, and hypoglycemia immediately after surgery is common, occasionally requiring glucose infusion.19,20

Pheochromocytomas are rare tumors with a wide range of manifestations that extend well beyond the classic triad. Pheochromocytomas can present as an asymptomatic adrenal mass with normal blood pressure, as new onset diabetes, or as multiorgan injury with cardiovascular collapse. Our patient suffered from two episodes of catecholamine excess that required hospitalization, but fortunately each proved to be a short-lived crisis.

TEACHING POINTS

  • The classic triad of headache, sweating, and palpitations occurs in less than 25% of patients with pheochromocytoma; among unselected general medicine patients who have this triad, each symptom is usually explained by a common medical condition.
  • The presentation of pheochromocytoma varies widely, from asymptomatic adrenal incidentaloma to pheochromocytoma crisis causing multiorgan dysfunction with hemodynamic instability and mimicry of common critical illnesses like ACS, DKA, and sepsis.
  • Biochemical screening for pheochromocytoma is recommended when a patient has a known or suspected genetic syndrome linked to pheochromocytoma, an adrenal mass incidentally found on imaging regardless of blood pressure, or signs and symptoms of a pheochromocytoma.
References

1. Riester A, Weismann D, Quinkler M, et al. Life-threatening events in patients with pheochromocytoma. Eur J Endocrinol. 2015;173(6):757-764. https://doi.org/10.1530/eje-15-0483
2. Whitelaw BC, Prague JK, Mustafa OG, et al. Phaeochromocytoma [corrected] crisis. Clin Endocrinol (Oxf). 2014;80(1):13-22. https://doi.org/10.1111/cen.12324
3. Lenders JW, Duh QY, Eisenhofer G, et al; Endocrine Society. Pheochromocytoma and paraganglioma: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2014;99(6):1915-1942. https://doi.org/10.1210/jc.2014-1498
4. Reisch N, Peczkowska M, Januszewicz A, Neumann HP. Pheochromocytoma: presentation, diagnosis and treatment. J Hypertens. 2006;24(12):2331-2339. https://doi.org/10.1097/01.hjh.0000251887.01885.54
5. Shen WT, Grogan R, Vriens M, Clark OH, Duh QY. One hundred two patients with pheochromocytoma treated at a single institution since the introduction of laparoscopic adrenalectomy. Arch Surg. 2010;145(9):893-897. https://doi.org/10.1001/archsurg.2010.159
6. Giavarini A, Chedid A, Bobrie G, Plouin PF, Hagège A, Amar L. Acute catecholamine cardiomyopathy in patients with phaeochromocytoma or functional paraganglioma. Heart. 2013;99(14):1438-1444. https://doi.org/10.1136/heartjnl-2013-304073
7. Lee TW, Lin KH, Chang CJ, Lew WH, Lee TI. Pheochromocytoma mimicking both acute coronary syndrome and sepsis: a case report. Med Princ Pract. 2013;22(4):405-407. https://doi.org/10.1159/000343578
8. Mesmar B, Poola-Kella S, Malek R. The physiology behind diabetes mellitus in patients with pheochromocytoma: a review of the literature. Endocr Pract. 2017;23(8):999-1005. https://doi.org/10.4158/ep171914.ra
9. Ueda T, Oka N, Matsumoto A, et al. Pheochromocytoma presenting as recurrent hypotension and syncope. Intern Med. 2005;44(3):222-227. https://doi.org/10.2169/internalmedicine.44.222
10. Neumann HPH, Young WF Jr, Eng C. Pheochromocytoma and paraganglioma. N Engl J Med. 2019;381(6):552-565. https://doi.org/10.1056/nejmra1806651
11. Scholten A, Cisco RM, Vriens MR, et al. Pheochromocytoma crisis is not a surgical emergency. J Clin Endocrinol Metab. 2013;98(2):581-591. https://doi.org/10.1210/jc.2012-3020
12. Pacak K. Phaeochromocytoma: a catecholamine and oxidative stress disorder. Endocr Regul. 2011;45:65-90.
13. Baxter MA, Hunter P, Thompson GR, London DR. Phaeochromocytomas as a cause of hypotension. Clin Endocrinol (Oxf). 1992;37(3):304-306. https://doi.org/10.1111/j.1365-2265.1992.tb02326.x
14. Campbell RL, Bellolio MF, Knutson BD, et al. Epinephrine in anaphylaxis: higher risk of cardiovascular complications and overdose after administration of intravenous bolus epinephrine compared with intramuscular epinephrine. J Allergy Clin Immunol Pract. 2015;3(1):76-80. https://doi.org/10.1016/j.jaip.2014.06.007
15. Benschop RJ, Rodriguez-Feuerhahn M, Schedlowski M. Catecholamine-induced leukocytosis: early observations, current research, and future directions. Brain Behav Immun. 1996;10(2):77-91. https://doi.org/10.1006/brbi.1996.0009
16. Dimitrov S, Lange T, Born J. Selective mobilization of cytotoxic leukocytes by epinephrine. J Immunol. 2010;184(1):503-511. https://doi.org/10.4049/jimmunol.0902189
17. Andersen LW, Mackenhauer J, Roberts JC, Berg KM, Cocchi MN, Donnino MW. Etiology and therapeutic approach to elevated lactate levels. Mayo Clin Proc. 2013;88(10):1127-1140. https://doi.org/10.1016/j.mayocp.2013.06.012
18. Levy B. Bench-to-bedside review: is there a place for epinephrine in septic shock? Crit Care. 2005;9(6):561-565. https://doi.org/10.1186/cc3901
19. Chen Y, Hodin RA, Pandolfi C, Ruan DT, McKenzie TJ. Hypoglycemia after resection of pheochromocytoma. Surgery. 2014;156:1404-1408; discussion 1408-1409. https://doi.org/10.1016/j.surg.2014.08.020
20. Pogorzelski R, Toutounchi S, Krajewska E, et al. The effect of surgical treatment of phaeochromocytoma on concomitant arterial hypertension and diabetes mellitus in a single-centre retrospective study. Cent European J Urol. 2014;67(4):361-365. https://doi.org/10.5173/ceju.2014.04.art9

References

1. Riester A, Weismann D, Quinkler M, et al. Life-threatening events in patients with pheochromocytoma. Eur J Endocrinol. 2015;173(6):757-764. https://doi.org/10.1530/eje-15-0483
2. Whitelaw BC, Prague JK, Mustafa OG, et al. Phaeochromocytoma [corrected] crisis. Clin Endocrinol (Oxf). 2014;80(1):13-22. https://doi.org/10.1111/cen.12324
3. Lenders JW, Duh QY, Eisenhofer G, et al; Endocrine Society. Pheochromocytoma and paraganglioma: an Endocrine Society clinical practice guideline. J Clin Endocrinol Metab. 2014;99(6):1915-1942. https://doi.org/10.1210/jc.2014-1498
4. Reisch N, Peczkowska M, Januszewicz A, Neumann HP. Pheochromocytoma: presentation, diagnosis and treatment. J Hypertens. 2006;24(12):2331-2339. https://doi.org/10.1097/01.hjh.0000251887.01885.54
5. Shen WT, Grogan R, Vriens M, Clark OH, Duh QY. One hundred two patients with pheochromocytoma treated at a single institution since the introduction of laparoscopic adrenalectomy. Arch Surg. 2010;145(9):893-897. https://doi.org/10.1001/archsurg.2010.159
6. Giavarini A, Chedid A, Bobrie G, Plouin PF, Hagège A, Amar L. Acute catecholamine cardiomyopathy in patients with phaeochromocytoma or functional paraganglioma. Heart. 2013;99(14):1438-1444. https://doi.org/10.1136/heartjnl-2013-304073
7. Lee TW, Lin KH, Chang CJ, Lew WH, Lee TI. Pheochromocytoma mimicking both acute coronary syndrome and sepsis: a case report. Med Princ Pract. 2013;22(4):405-407. https://doi.org/10.1159/000343578
8. Mesmar B, Poola-Kella S, Malek R. The physiology behind diabetes mellitus in patients with pheochromocytoma: a review of the literature. Endocr Pract. 2017;23(8):999-1005. https://doi.org/10.4158/ep171914.ra
9. Ueda T, Oka N, Matsumoto A, et al. Pheochromocytoma presenting as recurrent hypotension and syncope. Intern Med. 2005;44(3):222-227. https://doi.org/10.2169/internalmedicine.44.222
10. Neumann HPH, Young WF Jr, Eng C. Pheochromocytoma and paraganglioma. N Engl J Med. 2019;381(6):552-565. https://doi.org/10.1056/nejmra1806651
11. Scholten A, Cisco RM, Vriens MR, et al. Pheochromocytoma crisis is not a surgical emergency. J Clin Endocrinol Metab. 2013;98(2):581-591. https://doi.org/10.1210/jc.2012-3020
12. Pacak K. Phaeochromocytoma: a catecholamine and oxidative stress disorder. Endocr Regul. 2011;45:65-90.
13. Baxter MA, Hunter P, Thompson GR, London DR. Phaeochromocytomas as a cause of hypotension. Clin Endocrinol (Oxf). 1992;37(3):304-306. https://doi.org/10.1111/j.1365-2265.1992.tb02326.x
14. Campbell RL, Bellolio MF, Knutson BD, et al. Epinephrine in anaphylaxis: higher risk of cardiovascular complications and overdose after administration of intravenous bolus epinephrine compared with intramuscular epinephrine. J Allergy Clin Immunol Pract. 2015;3(1):76-80. https://doi.org/10.1016/j.jaip.2014.06.007
15. Benschop RJ, Rodriguez-Feuerhahn M, Schedlowski M. Catecholamine-induced leukocytosis: early observations, current research, and future directions. Brain Behav Immun. 1996;10(2):77-91. https://doi.org/10.1006/brbi.1996.0009
16. Dimitrov S, Lange T, Born J. Selective mobilization of cytotoxic leukocytes by epinephrine. J Immunol. 2010;184(1):503-511. https://doi.org/10.4049/jimmunol.0902189
17. Andersen LW, Mackenhauer J, Roberts JC, Berg KM, Cocchi MN, Donnino MW. Etiology and therapeutic approach to elevated lactate levels. Mayo Clin Proc. 2013;88(10):1127-1140. https://doi.org/10.1016/j.mayocp.2013.06.012
18. Levy B. Bench-to-bedside review: is there a place for epinephrine in septic shock? Crit Care. 2005;9(6):561-565. https://doi.org/10.1186/cc3901
19. Chen Y, Hodin RA, Pandolfi C, Ruan DT, McKenzie TJ. Hypoglycemia after resection of pheochromocytoma. Surgery. 2014;156:1404-1408; discussion 1408-1409. https://doi.org/10.1016/j.surg.2014.08.020
20. Pogorzelski R, Toutounchi S, Krajewska E, et al. The effect of surgical treatment of phaeochromocytoma on concomitant arterial hypertension and diabetes mellitus in a single-centre retrospective study. Cent European J Urol. 2014;67(4):361-365. https://doi.org/10.5173/ceju.2014.04.art9

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An A-Peeling Diagnosis

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An A-Peeling Diagnosis

This icon represents the patient’s case. Each paragraph that follows represents the discussant’s thoughts.

A 39-year-old previously healthy man presented to the emergency department (ED) with abrupt-onset fever, headache, back pain, myalgias, chills, and photophobia. His past medical history included seasonal allergies and an episode of aseptic meningitis 8 years prior. He denied cough, dysuria, weakness, numbness, or visual changes. He denied using tobacco or injection drugs and rarely drank alcohol. His only medication was acetaminophen for fever.

The patient’s sudden fever indicates the rapid onset of an inflammatory state. While the headache and photophobia might be a result of an underlying systemic infection or an irritant like blood in the cerebral spinal fluid (CSF), one must consider meningitis. Potential sources for sudden meningitis include infectious, autoimmune (rheumatoid arthritis, systemic lupus erythematosus [SLE]), or drug-induced aseptic meningitis, and structural etiologies (ruptured cyst). Recrudescence of prior disease may also present acutely (Mollaret meningitis). Malignant etiologies, being more indolent, seem less likely. Back pain may indicate an epidural inflammatory process like epidural abscess; however, the patient denies risk factors such as injection drug use or recent procedures.

The patient’s temperature was 101.2 °F; blood pressure, 120/72 mm Hg; and heart rate, 112 bpm. He appeared comfortable, without meningismus or spinal tenderness. Pupils were reactive; eyes were without icterus, injection, or suffusion. Cardiac exam was normal. Lungs were clear to auscultation. He had no abdominal tenderness, hepatosplenomegaly, or lymphadenopathy. Cranial nerves II through XII, balance, coordination, strength, and sensation were intact. No rash was noted. Complete blood count (CBC), basic and hepatic chemistry panels, urinalysis, and serum lactate tests were within normal limits. Erythrocyte sedimentation rate (ESR) was elevated to 15 mm/h (normal range, 3-10 mm/h), C-reactive protein (CRP) to 2.4 mg/dL (normal range, <0.5 mg/dL), and procalcitonin to 0.07 ng/mL (normal range, <0.05 ng/mL). The patient was treated with intravenous (IV) fluids, ketorolac, dexamethasone, and acetaminophen, with resolution of symptoms. Given his rapid improvement, absence of meningismus, and lack of immunocompromise, lumbar puncture was deferred. A diagnosis of nonspecific viral syndrome was made. He was discharged home.

Certainly, a systemic infection (eg, influenza, adenovirus, arbovirus-related infection, HIV) could be a cause of this patient’s presentation. Notably, less than two-thirds of patients with meningitis present with the classic triad of fever, neck stiffness, and altered mental status. In this patient with fever, headache, and photophobia, aseptic meningitis should still be considered. While the negative procalcitonin and rapid clinical improvement without antibiotics make acute bacterial meningitis unlikely, nonbacterial causes of meningeal irritation can be severe and life-threatening. An assessment for jolt accentuation of the headache might have been helpful. Information about time of year, geographic exposures (vector-borne infections), and sick contacts (viral illness) can inform the clinical decision to pursue lumbar puncture. Additional history regarding his previous aseptic meningitis would be helpful, as it could suggest a recurrent inflammatory process. Causes of recurrent aseptic meningitis include infectious (herpes simplex virus [HSV], Epstein-Barr virus [EBV], syphilis), drug-related (nonsteroidal anti-inflammatory drugs [NSAIDs]), structural (epidermoid cyst with rupture), and autoimmune (lupus, Sjögren syndrome, Behçet disease) etiologies.

The mildly elevated inflammatory markers are nonspecific and reflect the patient’s known inflammatory state. The dexamethasone given for symptomatic management may have had some therapeutic effect in the setting of an autoimmune process, with additional contribution from ketorolac and acetaminophen.

He returned to the ED 3 days later with a pruritic, disseminated rash involving his palms and soles, accompanied by hand swelling and tingling. Although his headache and photophobia resolved, he reported a productive cough, nasal congestion, and sore throat. He also reported orange-pink urine without dysuria or urinary frequency. Additional questioning revealed a recent motorcycle trip to the Great Lakes region. During this trip, he did not camp, interact with animals or ticks, or swim in streams or lakes. He did not eat any raw, undercooked, or locally hunted meats. He denied new medications, soaps or detergents, or sexual contacts. He had started taking acetaminophen and ibuprofen around the clock since prior discharge.

The orange-pink urine and acute-onset palmoplantar rash with recent fever help narrow the differential. Orange-pink urine might suggest bilirubinuria from liver injury, hemolysis with hemoglobinuria, or myoglobinuria. Most concerning would be hematuria associated with glomerular injury and a systemic vasculopathy.

The rash on the palms and soles should be further characterized as blanching or nonblanching. Blanching, indicating vasodilation of intact blood vessels, is seen with many drug eruptions and viral exanthems. Nonblanching, suggesting broken capillaries (petechiae or purpura), would suggest vasculitis or vasculopathy from emboli, infection, or inflammation. A palmoplantar rash in febrile illness should first prompt evaluation for life-threatening conditions, followed by consideration of both infectious and noninfectious etiologies. Acutely fatal infections include Rocky Mountain spotted fever (RMSF), meningococcemia, toxic shock syndrome, infective endocarditis, and rat-bite fever. The rash, fever, headache, and outdoor exposure raise the possibility of a rickettsial infection, including RMSF, which can be contracted rarely around the Great Lakes. Other life-threatening infections seem unlikely, as the patient would have significantly deteriorated without proper medical care by now. Palmoplantar rash with fever can also be seen in other bacterial infections (eg, secondary syphilis, arbovirus infections, typhus) and in viral infections (eg, cytomegalovirus [CMV], EBV, human herpesvirus-6 [HHV-6], HIV, coxsackievirus, and papular-purpuric gloves and socks syndrome caused by parvovirus B19). Noninfectious considerations include drug hypersensitivity rashes, neoplasm (eg, cutaneous T-cell lymphoma), or inflammatory conditions (eg, SLE, vasculitis). Drug reaction with eosinophilia and systemic symptoms (may also present with severe illness.

The acetaminophen and ibuprofen may be masking ongoing fevers. The cough, nasal congestion, and sore throat might be part of a viral prodrome or, in tandem with fever, associated with a vasculitis such as granulomatosis with polyangiitis.

Morbilliform rash on the left arm

Vital signs were normal, and the patient appeared nontoxic. Physical examination demonstrated mildly cracked lips, oropharyngeal erythema with small petechiae on the soft palate, a morbilliform rash throughout his extremities and trunk (Figure 1), and confluent, brightly erythematous patches on his palms and soles with associated edema (Figure 2 and Appendix Figure). No lymphadenopathy, hepatosplenomegaly, or joint swelling was noted. CBC and basic chemistry panel remained normal; however, hepatic chemistries were notable for alanine aminotransferase (ALT) of 128 U/L, aspartate aminotransferase (AST) of 49 U/L, total bilirubin of 3.7 mg/dL, direct bilirubin of 2.4 mg/dL, total protein of 7.1 g/dL, albumin of 4.1 g/dL, and alkaline phosphatase of 197 U/L. Urinalysis detected bilirubin without blood, protein, bacteria, cells, or casts. The patient was admitted to the hospital.

Rash on the palms

The patient now has acute-onset upper respiratory symptoms with oral mucosal erythema, edema and erythema of the hands and feet with morbilliform rash of the extremities, and liver injury causing bilirubinuria. The patient’s initial symptoms may have had some response to therapy, but the current presentation suggests ongoing evolution of disease. Reactive infectious mucocutaneous eruptions include chlamydia, influenza, parainfluenza, and enteroviruses. Measles is possible given its recent resurgence; however, absence of coryza or Koplik spots and the peripheral distribution of the rash without initial truncal involvement make this less likely. Mycoplasma pneumonia–induced rash and mucositis might present with respiratory symptoms and this rash distribution, but typically involves two or more mucosal sites.

Iatrogenic causes are important to consider given the recent exposure to NSAIDs, specifically Stevens-Johnson syndrome/toxic epidermal necrolysis (SJS/TEN). In this patient, however, SJS/TEN is unlikely as it typically presents 1 to 3 weeks after exposure, with a truncal-predominant rash rarely involving the palms and soles.

Despite the absence of conjunctivitis and cervical lymphadenopathy, one additional consideration is Kawasaki disease (KD). Though more common in children, it may rarely present in adulthood. The time course of manifesting symptoms with potential steroid responsiveness raises suspicion for this diagnosis.

During a 4-day hospitalization, he developed mild bilateral conjunctivitis, peeling lips, and scleral icterus. CBC remained within normal limits. A peripheral smear demonstrated toxic neutrophilic granulation with normal erythrocytes and platelets. HIV and hepatitis A, B, and C serologies were negative. Blood cultures were negative. CRP and ESR increased to 4.3 mg/dL and 56 mm/h, respectively. Hepatic chemistries increased to ALT 155 U/L, AST 101 U/L, total bilirubin 5.1 mg/dL, direct bilirubin 3.3 mg/dL, and alkaline phosphatase 211 U/L. Right upper-quadrant ultrasound demonstrated gallbladder distention (11.3 cm × 5.0 cm; normal, 10.0 cm × 4.0 cm) without stones, wall thickening, or pericholecystic fluid; sonographic Murphy sign was negative. The liver was unremarkable with normal flow in the portal vein.

The patient’s persistent reactive neutrophilic granulation and rising CRP and ESR indicate ongoing inflammation. The largely direct hyperbilirubinemia with hepatitis, minimal findings on ultrasound imaging, and lack of Murphy sign suggest either direct infection of the liver or cholestasis. Viral serologies for EBV, HSV, and CMV should be sent, although these viruses are less commonly associated with oral rash and conjunctivitis. The marked degree of cholestasis makes adenovirus and mycoplasma less likely. Leptospirosis should be considered given the degree of liver injury with potential conjunctival suffusion. However, oral involvement would be atypical; renal injury is absent; and the patient denied pertinent exposures, vomiting, diarrhea, or persistent myalgias.

It is important to know whether the patient continued to receive antipyretics, masking fever. Diagnosis of KD requires fevers for 5 or more days, combined with at least four of five physical findings. Though lacking lymphadenopathy, the patient meets criteria for KD with fever, conjunctivitis, oral rash, exanthem, and extremity involvement. Clinical suspicion for this rare diagnosis should remain high given the urgency with which treatment is required to avoid cardiac complications. An echocardiogram to evaluate left ventricular function and to screen for coronary artery aneurysm is needed.

Low-grade fevers resolved without intervention. Tests were sent for tick-borne (ehrlichiosis, babesiosis, RMSF, anaplasmosis), viral (EBV, West Nile virus, parvovirus, CMV, coxsackievirus, adenovirus), other bacterial and protozoal (syphilis, Coxiella, leptospirosis, Lyme, Giardia), and autoimmune (antinuclear antibody, perinuclear antineutrophil cytoplasmic antibody, double-stranded DNA) diseases. Topical steroids and antihistamines were prescribed for a suspected viral exanthem. Empiric doxycycline was prescribed to treat possible tick-borne disease, and the patient was discharged home. At home, progressive darkening of the urine was noted. Outpatient testing demonstrated rising ALT to 377 U/L, AST to 183 U/L, total bilirubin to 5.9 mg/dL, direct bilirubin to 3.5 mg/dL, and alkaline phosphatase to 301 U/L. The patient was readmitted for further evaluation.

Despite concerns of the treating physicians, features of this case make tick-borne infections less likely. Lyme disease does not typically cause significant laboratory abnormalities and is classically associated with erythema migrans rather than a mucocutaneous rash. Relapsing fever, ehrlichioses, and rickettsial infections are associated with leukopenia and thrombocytopenia in addition to hepatocellular, rather than cholestatic, liver injury. The lack of response to doxycycline is helpful diagnostically: most tick-borne infections, in addition to leptospirosis, respond well to treatment. While babesiosis, tularemia, and Powassan or Heartland viruses transmitted by ticks are not treated with doxycycline, babesiosis often involves a hemolytic anemia (not seen in this case), and this patient’s laboratory abnormalities and rash are not characteristic of tularemia or viral tick-borne infections.

Either a new or reactivated viral infection with liver inflammation or an autoimmune etiology, specifically KD, remain the most likely etiology of the patient’s symptoms.

He remained asymptomatic during a 6-day hospitalization. His oral lesions resolved. The morbilliform rash coalesced into confluent macules with fine desquamation on the extremities and trunk. There was prominent periungual and palmar/plantar desquamation (Figure 3 and Figure 4). CBC demonstrated hemoglobin of 12.6 g/dL and platelets of 399,000/μL. CRP was undetectable at <0.5 mg/dL; however, ESR increased to 110 mm/h. Transaminases increased to ALT 551 U/L and AST 219 U/L. Serum alkaline phosphatase and bilirubin decreased without intervention. Albumin and total protein remained unchanged. All infectious and autoimmune testing sent from the prior admission returned negative.

Palmar desquamation

An acute-onset viral-like prodrome with fevers potentially responsive to steroids, followed by conjunctivitis, oral erythema and cracked lips, morbilliform rash with hand and foot erythema and edema, cholestatic hepatitis, and subsequent periungual desquamation is highly suggestive of KD. It would be interesting to revisit the patient’s prior episode of aseptic meningitis to see whether any other symptoms were suggestive of KD. While intravenous immunoglobulin (IVIg) and aspirin are standard therapies for the acute febrile phase of KD, the patient is now nearly 2 weeks into his clinical course, rendering their utility uncertain. Nonetheless, screening for coronary aneurysms should be pursued, which may help confirm the diagnosis.

Periungual desquamation

Upon reviewing the evolution of the findings, a diagnosis of adult-onset KD was made. IVIg 2g/kg and aspirin 325 mg were administered. Echocardiogram did not show any evidence of coronary artery aneurysm, myocarditis, pericarditis, wall motion abnormalities, or pericardial effusion. Computed tomography (CT) coronary angiogram confirmed normal coronary arteries without aneurysm. The patient was discharged home without fever on daily aspirin, and all hepatic chemistries and inflammatory markers normalized. Follow-up cardiac magnetic resonance imaging at 3 months and CT angiogram at 6 months remained normal. The patient remains well now 2 years after the original diagnosis and treatment.

DISCUSSION

KD, also known as mucocutaneous lymph node syndrome, is a vasculitis that typically affects children younger than 5 years.1 Having a sibling with KD confers a 10- to 15-fold higher risk, suggesting a genetic component to the disease.2 The highest incidence of KD is in persons of East Asian descent, but KD can affect patients of all races and ethnicities. In the United States, the majority of patients with KD are non-Hispanic White, followed by Black, Hispanic, and Asian.3 The etiology is still unknown, but it is posited that an unidentified, ubiquitous infectious agent may trigger KD in genetically susceptible individuals.4

KD can cause aneurysms and thromboses in medium-sized blood vessels throughout the body.5,6 The classic presentation involves 5 days of high fever plus four or more of the symptoms in the mnemonic CRASH: conjunctival injection, rash (polymorphous), adenopathy (cervical), strawberry tongue (or red, cracked lips and oropharyngeal edema), hand (erythema and induration of hands or feet, followed by periungual desquamation).7 Multiple organ systems may be affected, manifesting as abdominal pain, arthritis, pneumonitis, aseptic meningitis, and acalculous distention of the gallbladder (hydrops).7 The most feared consequence is coronary artery involvement, which leads to aneurysm, thrombosis, and sudden death.

Though no definitive diagnostic test exists, certain laboratory findings support the diagnosis, such as sterile pyuria, thrombocytosis, elevated CRP and ESR, transaminitis, and hypoalbuminemia.7 Diagnosis requires exclusion of illnesses with similar presentations, such as bacterial, viral, and tick-borne infections; drug hypersensitivity reactions; toxic shock syndrome; scarlet fever; juvenile rheumatoid arthritis; and other rheumatologic conditions. Some cases of KD present with fewer than four of the principal (CRASH) symptoms—these are termed “incomplete” KD. The combination of supportive laboratory findings and echocardiogram can facilitate diagnosis of incomplete KD, which carries a similar risk of coronary artery aneurysm.7

Though primarily a disease of childhood, KD can present in adults.8 Adults, compared with children, are less likely to have thrombocytosis and more likely to have cervical adenopathy, arthralgias, and hepatic test abnormalities.8 Although coronary artery aneurysms occur less frequently in adults compared with children, timely diagnosis and treatment is key to preventing this life-threatening complication.8

In children, treatment is IVIg 2 g/kg and aspirin 80 to 100 mg/kg daily until afebrile for several days.9 Some require a second dose of IVIg.9 Children are then maintained on 3 to 5 mg/kg of aspirin daily for 6 to 8 weeks.9 IVIg, given within 10 days of the onset of fever, is highly effective at preventing coronary artery aneurysms.10,11 When coronary aneurysms do occur, treatment is with aspirin or clopidogrel. Very large aneurysms require systemic anticoagulation. After the acute illness, children are monitored with serial cardiac imaging at 2 weeks and 6 to 8 weeks after diagnosis.7 In adults, the optimal imaging timing is unknown. Echocardiography often cannot visualize the coronary arteries, necessitating coronary CT angiography or cardiac MRI.

Despite the presence of classic features, this patient’s diagnosis was delayed because of the rarity of KD in adults and the need to exclude more common diseases. Furthermore, the administration of dexamethasone likely shortened his febrile period and ameliorated some symptoms,12 affecting the natural history of his illness. The diagnosis relied on three components: ruling out common diagnoses, noting two unusual findings (gallbladder hydrops, desquamating periungual rash), and broadening the differential to include adult presentations of childhood disease. Review of the literature suggests very few causes for gallbladder hydrops: impacted stones, cystic fibrosis, cystic duct narrowing due to tumor or lymph nodes, KD, and bacterial and parasitic disease (eg, salmonella, ascariasis). Gallbladder hydrops and periungual desquamation are seen together only in KD.13 Given the complexity of diagnosis in adults, the time to diagnosis is often delayed compared with that for children. While IVIg treatment is preferred within 10 days of the onset of fever, this patient received IVIg on day 14, given the relatively benign nature of IVIg and the considerable morbidity associated with coronary artery aneurysms. Dosing for aspirin is unclear in adults.8 This patient was started on 325 mg aspirin daily. He recovered fully and remains free of coronary changes at two years after initial diagnosis. This case is an excellent reminder that, after exclusion of common diagnoses, reflection on the most unusual aspects of the case and consideration of childhood diseases is particularly important in our younger patients.

TEACHING POINTS

  • Extended fever should broaden the differential to include rheumatologic diagnoses.
  • KD is rare in adults but can present with classic findings from childhood.
  • Early treatment with IVIg and aspirin can be lifesaving in patients with KD, including adults.
Files
References

1. Kawasaki T. Acute febrile mucocutaneous syndrome with lymphoid involvement with specific desquamation of the fingers and toes in children. Article in Japanese. Arerugi. 1967;16(3):178-222.
2. Burgner D, Harnden A. Kawasaki disease: what is the epidemiology telling us about the etiology? Int J Infect Dis. 2005;9(4):185-194. https://doi.org/10.1016/j.ijid.2005.03.002
3. Holman RC, Belay ED, Christensen KY, Folkema AM, Steiner CA, Schonberger LB. Hospitalizations for Kawasaki syndrome among children in the United States, 1997-2007. Pediatr Infect Dis J. 2010;29(6):483-488. https://doi.org/10.1097/INF.0b013e3181cf8705
4. Rowley A, Baker S, Arollo D, et al. A hepacivirus-like protein is targeted by the antibody response to Kawasaki disease (KD) [abstract]. Open Forum Infect Dis. 2019;6(suppl 2):S48.
5. Friedman KG, Gauvreau K, Hamaoka-Okamoto A, et al. Coronary artery aneurysms in Kawasaki disease: risk factors for progressive disease and adverse cardiac events in the US population. J Am Heart Assoc. 2016;5(9):e003289. https://doi.org/10.1161/JAHA.116.003289
6. Zhao QM, Chu C, Wu L, et al. Systemic artery aneurysms and Kawasaki disease. Pediatrics. 2019;144(6):e20192254. https://doi.org/10.1542/peds.2019-2254
7. Newburger JW, Takahashi M, Gerber MA, et al. Diagnosis, treatment, and long-term management of Kawasaki disease: a statement for health professionals from the Committee on Rheumatic Fever, Endocarditis, and Kawasaki Disease, Council on Cardiovascular Disease in the Young, American Heart Association. Pediatrics. 2004;114(6):1708-1733. https://doi.org/10.1542/peds.2004-2182
8. Sève P, Stankovic K, Smail A, Durand DV, Marchand G, Broussolle C. Adult Kawasaki disease: report of two cases and literature review. Semin Arthritis Rheum. 2005;34(6):785-792. https://doi.org/10.1016/j.semarthrit.2005.01.012
9. Shulman ST. Intravenous immunoglobulin for the treatment of Kawasaki disease. Pediatr Ann. 2017;46(1):e25-e28. https://doi.org/10.3928/19382359-20161212-01
10. Newburger JW, Takahashi M, Burns JC, et al. The treatment of Kawasaki syndrome with intravenous gamma globulin. N Engl J Med. 1986;315(6):341-347. https://doi.org/10.1056/NEJM198608073150601
11. Rowley AH, Duffy CE, Shulman ST. Prevention of giant coronary artery aneurysms in Kawasaki disease by intravenous gamma globulin therapy. J Pediatr. 1988;113(2):290-294. https://doi/org/10.1016/s0022-3476(88)80267-1
12. Lim YJ, Jung JW. Clinical outcomes of initial dexamethasone treatment combined with a single high dose of intravenous immunoglobulin for primary treatment of Kawasaki disease. Yonsei Med J. 2014;55(5):1260-1266. https://doi.org/10.3349/ymj.2014.55.5.1260
13. Sun Q, Zhang J, Yang Y. Gallbladder hydrops associated with Kawasaki disease: a case report and literature review. Clin Pediatr (Phila). 2018;57(3):341-343. https://doi.org/10.1177/0009922817696468

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1Department of Medicine, Division of Hospital Medicine, Northwestern Memorial Hospital, Feinberg School of Medicine, Chicago, Illinois; 2Department of Pediatrics, Division of Hospital-Based Medicine, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Division of Infectious Diseases, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 4Department of Medicine, Division of General Internal Medicine, University of Washington School of Medicine, Seattle, Washington.

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The authors have no conflicts of interest to disclose.

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1Department of Medicine, Division of Hospital Medicine, Northwestern Memorial Hospital, Feinberg School of Medicine, Chicago, Illinois; 2Department of Pediatrics, Division of Hospital-Based Medicine, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Division of Infectious Diseases, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 4Department of Medicine, Division of General Internal Medicine, University of Washington School of Medicine, Seattle, Washington.

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1Department of Medicine, Division of Hospital Medicine, Northwestern Memorial Hospital, Feinberg School of Medicine, Chicago, Illinois; 2Department of Pediatrics, Division of Hospital-Based Medicine, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Division of Infectious Diseases, Ann & Robert H Lurie Children’s Hospital of Chicago, Feinberg School of Medicine, Chicago, Illinois; 4Department of Medicine, Division of General Internal Medicine, University of Washington School of Medicine, Seattle, Washington.

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This icon represents the patient’s case. Each paragraph that follows represents the discussant’s thoughts.

A 39-year-old previously healthy man presented to the emergency department (ED) with abrupt-onset fever, headache, back pain, myalgias, chills, and photophobia. His past medical history included seasonal allergies and an episode of aseptic meningitis 8 years prior. He denied cough, dysuria, weakness, numbness, or visual changes. He denied using tobacco or injection drugs and rarely drank alcohol. His only medication was acetaminophen for fever.

The patient’s sudden fever indicates the rapid onset of an inflammatory state. While the headache and photophobia might be a result of an underlying systemic infection or an irritant like blood in the cerebral spinal fluid (CSF), one must consider meningitis. Potential sources for sudden meningitis include infectious, autoimmune (rheumatoid arthritis, systemic lupus erythematosus [SLE]), or drug-induced aseptic meningitis, and structural etiologies (ruptured cyst). Recrudescence of prior disease may also present acutely (Mollaret meningitis). Malignant etiologies, being more indolent, seem less likely. Back pain may indicate an epidural inflammatory process like epidural abscess; however, the patient denies risk factors such as injection drug use or recent procedures.

The patient’s temperature was 101.2 °F; blood pressure, 120/72 mm Hg; and heart rate, 112 bpm. He appeared comfortable, without meningismus or spinal tenderness. Pupils were reactive; eyes were without icterus, injection, or suffusion. Cardiac exam was normal. Lungs were clear to auscultation. He had no abdominal tenderness, hepatosplenomegaly, or lymphadenopathy. Cranial nerves II through XII, balance, coordination, strength, and sensation were intact. No rash was noted. Complete blood count (CBC), basic and hepatic chemistry panels, urinalysis, and serum lactate tests were within normal limits. Erythrocyte sedimentation rate (ESR) was elevated to 15 mm/h (normal range, 3-10 mm/h), C-reactive protein (CRP) to 2.4 mg/dL (normal range, <0.5 mg/dL), and procalcitonin to 0.07 ng/mL (normal range, <0.05 ng/mL). The patient was treated with intravenous (IV) fluids, ketorolac, dexamethasone, and acetaminophen, with resolution of symptoms. Given his rapid improvement, absence of meningismus, and lack of immunocompromise, lumbar puncture was deferred. A diagnosis of nonspecific viral syndrome was made. He was discharged home.

Certainly, a systemic infection (eg, influenza, adenovirus, arbovirus-related infection, HIV) could be a cause of this patient’s presentation. Notably, less than two-thirds of patients with meningitis present with the classic triad of fever, neck stiffness, and altered mental status. In this patient with fever, headache, and photophobia, aseptic meningitis should still be considered. While the negative procalcitonin and rapid clinical improvement without antibiotics make acute bacterial meningitis unlikely, nonbacterial causes of meningeal irritation can be severe and life-threatening. An assessment for jolt accentuation of the headache might have been helpful. Information about time of year, geographic exposures (vector-borne infections), and sick contacts (viral illness) can inform the clinical decision to pursue lumbar puncture. Additional history regarding his previous aseptic meningitis would be helpful, as it could suggest a recurrent inflammatory process. Causes of recurrent aseptic meningitis include infectious (herpes simplex virus [HSV], Epstein-Barr virus [EBV], syphilis), drug-related (nonsteroidal anti-inflammatory drugs [NSAIDs]), structural (epidermoid cyst with rupture), and autoimmune (lupus, Sjögren syndrome, Behçet disease) etiologies.

The mildly elevated inflammatory markers are nonspecific and reflect the patient’s known inflammatory state. The dexamethasone given for symptomatic management may have had some therapeutic effect in the setting of an autoimmune process, with additional contribution from ketorolac and acetaminophen.

He returned to the ED 3 days later with a pruritic, disseminated rash involving his palms and soles, accompanied by hand swelling and tingling. Although his headache and photophobia resolved, he reported a productive cough, nasal congestion, and sore throat. He also reported orange-pink urine without dysuria or urinary frequency. Additional questioning revealed a recent motorcycle trip to the Great Lakes region. During this trip, he did not camp, interact with animals or ticks, or swim in streams or lakes. He did not eat any raw, undercooked, or locally hunted meats. He denied new medications, soaps or detergents, or sexual contacts. He had started taking acetaminophen and ibuprofen around the clock since prior discharge.

The orange-pink urine and acute-onset palmoplantar rash with recent fever help narrow the differential. Orange-pink urine might suggest bilirubinuria from liver injury, hemolysis with hemoglobinuria, or myoglobinuria. Most concerning would be hematuria associated with glomerular injury and a systemic vasculopathy.

The rash on the palms and soles should be further characterized as blanching or nonblanching. Blanching, indicating vasodilation of intact blood vessels, is seen with many drug eruptions and viral exanthems. Nonblanching, suggesting broken capillaries (petechiae or purpura), would suggest vasculitis or vasculopathy from emboli, infection, or inflammation. A palmoplantar rash in febrile illness should first prompt evaluation for life-threatening conditions, followed by consideration of both infectious and noninfectious etiologies. Acutely fatal infections include Rocky Mountain spotted fever (RMSF), meningococcemia, toxic shock syndrome, infective endocarditis, and rat-bite fever. The rash, fever, headache, and outdoor exposure raise the possibility of a rickettsial infection, including RMSF, which can be contracted rarely around the Great Lakes. Other life-threatening infections seem unlikely, as the patient would have significantly deteriorated without proper medical care by now. Palmoplantar rash with fever can also be seen in other bacterial infections (eg, secondary syphilis, arbovirus infections, typhus) and in viral infections (eg, cytomegalovirus [CMV], EBV, human herpesvirus-6 [HHV-6], HIV, coxsackievirus, and papular-purpuric gloves and socks syndrome caused by parvovirus B19). Noninfectious considerations include drug hypersensitivity rashes, neoplasm (eg, cutaneous T-cell lymphoma), or inflammatory conditions (eg, SLE, vasculitis). Drug reaction with eosinophilia and systemic symptoms (may also present with severe illness.

The acetaminophen and ibuprofen may be masking ongoing fevers. The cough, nasal congestion, and sore throat might be part of a viral prodrome or, in tandem with fever, associated with a vasculitis such as granulomatosis with polyangiitis.

Morbilliform rash on the left arm

Vital signs were normal, and the patient appeared nontoxic. Physical examination demonstrated mildly cracked lips, oropharyngeal erythema with small petechiae on the soft palate, a morbilliform rash throughout his extremities and trunk (Figure 1), and confluent, brightly erythematous patches on his palms and soles with associated edema (Figure 2 and Appendix Figure). No lymphadenopathy, hepatosplenomegaly, or joint swelling was noted. CBC and basic chemistry panel remained normal; however, hepatic chemistries were notable for alanine aminotransferase (ALT) of 128 U/L, aspartate aminotransferase (AST) of 49 U/L, total bilirubin of 3.7 mg/dL, direct bilirubin of 2.4 mg/dL, total protein of 7.1 g/dL, albumin of 4.1 g/dL, and alkaline phosphatase of 197 U/L. Urinalysis detected bilirubin without blood, protein, bacteria, cells, or casts. The patient was admitted to the hospital.

Rash on the palms

The patient now has acute-onset upper respiratory symptoms with oral mucosal erythema, edema and erythema of the hands and feet with morbilliform rash of the extremities, and liver injury causing bilirubinuria. The patient’s initial symptoms may have had some response to therapy, but the current presentation suggests ongoing evolution of disease. Reactive infectious mucocutaneous eruptions include chlamydia, influenza, parainfluenza, and enteroviruses. Measles is possible given its recent resurgence; however, absence of coryza or Koplik spots and the peripheral distribution of the rash without initial truncal involvement make this less likely. Mycoplasma pneumonia–induced rash and mucositis might present with respiratory symptoms and this rash distribution, but typically involves two or more mucosal sites.

Iatrogenic causes are important to consider given the recent exposure to NSAIDs, specifically Stevens-Johnson syndrome/toxic epidermal necrolysis (SJS/TEN). In this patient, however, SJS/TEN is unlikely as it typically presents 1 to 3 weeks after exposure, with a truncal-predominant rash rarely involving the palms and soles.

Despite the absence of conjunctivitis and cervical lymphadenopathy, one additional consideration is Kawasaki disease (KD). Though more common in children, it may rarely present in adulthood. The time course of manifesting symptoms with potential steroid responsiveness raises suspicion for this diagnosis.

During a 4-day hospitalization, he developed mild bilateral conjunctivitis, peeling lips, and scleral icterus. CBC remained within normal limits. A peripheral smear demonstrated toxic neutrophilic granulation with normal erythrocytes and platelets. HIV and hepatitis A, B, and C serologies were negative. Blood cultures were negative. CRP and ESR increased to 4.3 mg/dL and 56 mm/h, respectively. Hepatic chemistries increased to ALT 155 U/L, AST 101 U/L, total bilirubin 5.1 mg/dL, direct bilirubin 3.3 mg/dL, and alkaline phosphatase 211 U/L. Right upper-quadrant ultrasound demonstrated gallbladder distention (11.3 cm × 5.0 cm; normal, 10.0 cm × 4.0 cm) without stones, wall thickening, or pericholecystic fluid; sonographic Murphy sign was negative. The liver was unremarkable with normal flow in the portal vein.

The patient’s persistent reactive neutrophilic granulation and rising CRP and ESR indicate ongoing inflammation. The largely direct hyperbilirubinemia with hepatitis, minimal findings on ultrasound imaging, and lack of Murphy sign suggest either direct infection of the liver or cholestasis. Viral serologies for EBV, HSV, and CMV should be sent, although these viruses are less commonly associated with oral rash and conjunctivitis. The marked degree of cholestasis makes adenovirus and mycoplasma less likely. Leptospirosis should be considered given the degree of liver injury with potential conjunctival suffusion. However, oral involvement would be atypical; renal injury is absent; and the patient denied pertinent exposures, vomiting, diarrhea, or persistent myalgias.

It is important to know whether the patient continued to receive antipyretics, masking fever. Diagnosis of KD requires fevers for 5 or more days, combined with at least four of five physical findings. Though lacking lymphadenopathy, the patient meets criteria for KD with fever, conjunctivitis, oral rash, exanthem, and extremity involvement. Clinical suspicion for this rare diagnosis should remain high given the urgency with which treatment is required to avoid cardiac complications. An echocardiogram to evaluate left ventricular function and to screen for coronary artery aneurysm is needed.

Low-grade fevers resolved without intervention. Tests were sent for tick-borne (ehrlichiosis, babesiosis, RMSF, anaplasmosis), viral (EBV, West Nile virus, parvovirus, CMV, coxsackievirus, adenovirus), other bacterial and protozoal (syphilis, Coxiella, leptospirosis, Lyme, Giardia), and autoimmune (antinuclear antibody, perinuclear antineutrophil cytoplasmic antibody, double-stranded DNA) diseases. Topical steroids and antihistamines were prescribed for a suspected viral exanthem. Empiric doxycycline was prescribed to treat possible tick-borne disease, and the patient was discharged home. At home, progressive darkening of the urine was noted. Outpatient testing demonstrated rising ALT to 377 U/L, AST to 183 U/L, total bilirubin to 5.9 mg/dL, direct bilirubin to 3.5 mg/dL, and alkaline phosphatase to 301 U/L. The patient was readmitted for further evaluation.

Despite concerns of the treating physicians, features of this case make tick-borne infections less likely. Lyme disease does not typically cause significant laboratory abnormalities and is classically associated with erythema migrans rather than a mucocutaneous rash. Relapsing fever, ehrlichioses, and rickettsial infections are associated with leukopenia and thrombocytopenia in addition to hepatocellular, rather than cholestatic, liver injury. The lack of response to doxycycline is helpful diagnostically: most tick-borne infections, in addition to leptospirosis, respond well to treatment. While babesiosis, tularemia, and Powassan or Heartland viruses transmitted by ticks are not treated with doxycycline, babesiosis often involves a hemolytic anemia (not seen in this case), and this patient’s laboratory abnormalities and rash are not characteristic of tularemia or viral tick-borne infections.

Either a new or reactivated viral infection with liver inflammation or an autoimmune etiology, specifically KD, remain the most likely etiology of the patient’s symptoms.

He remained asymptomatic during a 6-day hospitalization. His oral lesions resolved. The morbilliform rash coalesced into confluent macules with fine desquamation on the extremities and trunk. There was prominent periungual and palmar/plantar desquamation (Figure 3 and Figure 4). CBC demonstrated hemoglobin of 12.6 g/dL and platelets of 399,000/μL. CRP was undetectable at <0.5 mg/dL; however, ESR increased to 110 mm/h. Transaminases increased to ALT 551 U/L and AST 219 U/L. Serum alkaline phosphatase and bilirubin decreased without intervention. Albumin and total protein remained unchanged. All infectious and autoimmune testing sent from the prior admission returned negative.

Palmar desquamation

An acute-onset viral-like prodrome with fevers potentially responsive to steroids, followed by conjunctivitis, oral erythema and cracked lips, morbilliform rash with hand and foot erythema and edema, cholestatic hepatitis, and subsequent periungual desquamation is highly suggestive of KD. It would be interesting to revisit the patient’s prior episode of aseptic meningitis to see whether any other symptoms were suggestive of KD. While intravenous immunoglobulin (IVIg) and aspirin are standard therapies for the acute febrile phase of KD, the patient is now nearly 2 weeks into his clinical course, rendering their utility uncertain. Nonetheless, screening for coronary aneurysms should be pursued, which may help confirm the diagnosis.

Periungual desquamation

Upon reviewing the evolution of the findings, a diagnosis of adult-onset KD was made. IVIg 2g/kg and aspirin 325 mg were administered. Echocardiogram did not show any evidence of coronary artery aneurysm, myocarditis, pericarditis, wall motion abnormalities, or pericardial effusion. Computed tomography (CT) coronary angiogram confirmed normal coronary arteries without aneurysm. The patient was discharged home without fever on daily aspirin, and all hepatic chemistries and inflammatory markers normalized. Follow-up cardiac magnetic resonance imaging at 3 months and CT angiogram at 6 months remained normal. The patient remains well now 2 years after the original diagnosis and treatment.

DISCUSSION

KD, also known as mucocutaneous lymph node syndrome, is a vasculitis that typically affects children younger than 5 years.1 Having a sibling with KD confers a 10- to 15-fold higher risk, suggesting a genetic component to the disease.2 The highest incidence of KD is in persons of East Asian descent, but KD can affect patients of all races and ethnicities. In the United States, the majority of patients with KD are non-Hispanic White, followed by Black, Hispanic, and Asian.3 The etiology is still unknown, but it is posited that an unidentified, ubiquitous infectious agent may trigger KD in genetically susceptible individuals.4

KD can cause aneurysms and thromboses in medium-sized blood vessels throughout the body.5,6 The classic presentation involves 5 days of high fever plus four or more of the symptoms in the mnemonic CRASH: conjunctival injection, rash (polymorphous), adenopathy (cervical), strawberry tongue (or red, cracked lips and oropharyngeal edema), hand (erythema and induration of hands or feet, followed by periungual desquamation).7 Multiple organ systems may be affected, manifesting as abdominal pain, arthritis, pneumonitis, aseptic meningitis, and acalculous distention of the gallbladder (hydrops).7 The most feared consequence is coronary artery involvement, which leads to aneurysm, thrombosis, and sudden death.

Though no definitive diagnostic test exists, certain laboratory findings support the diagnosis, such as sterile pyuria, thrombocytosis, elevated CRP and ESR, transaminitis, and hypoalbuminemia.7 Diagnosis requires exclusion of illnesses with similar presentations, such as bacterial, viral, and tick-borne infections; drug hypersensitivity reactions; toxic shock syndrome; scarlet fever; juvenile rheumatoid arthritis; and other rheumatologic conditions. Some cases of KD present with fewer than four of the principal (CRASH) symptoms—these are termed “incomplete” KD. The combination of supportive laboratory findings and echocardiogram can facilitate diagnosis of incomplete KD, which carries a similar risk of coronary artery aneurysm.7

Though primarily a disease of childhood, KD can present in adults.8 Adults, compared with children, are less likely to have thrombocytosis and more likely to have cervical adenopathy, arthralgias, and hepatic test abnormalities.8 Although coronary artery aneurysms occur less frequently in adults compared with children, timely diagnosis and treatment is key to preventing this life-threatening complication.8

In children, treatment is IVIg 2 g/kg and aspirin 80 to 100 mg/kg daily until afebrile for several days.9 Some require a second dose of IVIg.9 Children are then maintained on 3 to 5 mg/kg of aspirin daily for 6 to 8 weeks.9 IVIg, given within 10 days of the onset of fever, is highly effective at preventing coronary artery aneurysms.10,11 When coronary aneurysms do occur, treatment is with aspirin or clopidogrel. Very large aneurysms require systemic anticoagulation. After the acute illness, children are monitored with serial cardiac imaging at 2 weeks and 6 to 8 weeks after diagnosis.7 In adults, the optimal imaging timing is unknown. Echocardiography often cannot visualize the coronary arteries, necessitating coronary CT angiography or cardiac MRI.

Despite the presence of classic features, this patient’s diagnosis was delayed because of the rarity of KD in adults and the need to exclude more common diseases. Furthermore, the administration of dexamethasone likely shortened his febrile period and ameliorated some symptoms,12 affecting the natural history of his illness. The diagnosis relied on three components: ruling out common diagnoses, noting two unusual findings (gallbladder hydrops, desquamating periungual rash), and broadening the differential to include adult presentations of childhood disease. Review of the literature suggests very few causes for gallbladder hydrops: impacted stones, cystic fibrosis, cystic duct narrowing due to tumor or lymph nodes, KD, and bacterial and parasitic disease (eg, salmonella, ascariasis). Gallbladder hydrops and periungual desquamation are seen together only in KD.13 Given the complexity of diagnosis in adults, the time to diagnosis is often delayed compared with that for children. While IVIg treatment is preferred within 10 days of the onset of fever, this patient received IVIg on day 14, given the relatively benign nature of IVIg and the considerable morbidity associated with coronary artery aneurysms. Dosing for aspirin is unclear in adults.8 This patient was started on 325 mg aspirin daily. He recovered fully and remains free of coronary changes at two years after initial diagnosis. This case is an excellent reminder that, after exclusion of common diagnoses, reflection on the most unusual aspects of the case and consideration of childhood diseases is particularly important in our younger patients.

TEACHING POINTS

  • Extended fever should broaden the differential to include rheumatologic diagnoses.
  • KD is rare in adults but can present with classic findings from childhood.
  • Early treatment with IVIg and aspirin can be lifesaving in patients with KD, including adults.

This icon represents the patient’s case. Each paragraph that follows represents the discussant’s thoughts.

A 39-year-old previously healthy man presented to the emergency department (ED) with abrupt-onset fever, headache, back pain, myalgias, chills, and photophobia. His past medical history included seasonal allergies and an episode of aseptic meningitis 8 years prior. He denied cough, dysuria, weakness, numbness, or visual changes. He denied using tobacco or injection drugs and rarely drank alcohol. His only medication was acetaminophen for fever.

The patient’s sudden fever indicates the rapid onset of an inflammatory state. While the headache and photophobia might be a result of an underlying systemic infection or an irritant like blood in the cerebral spinal fluid (CSF), one must consider meningitis. Potential sources for sudden meningitis include infectious, autoimmune (rheumatoid arthritis, systemic lupus erythematosus [SLE]), or drug-induced aseptic meningitis, and structural etiologies (ruptured cyst). Recrudescence of prior disease may also present acutely (Mollaret meningitis). Malignant etiologies, being more indolent, seem less likely. Back pain may indicate an epidural inflammatory process like epidural abscess; however, the patient denies risk factors such as injection drug use or recent procedures.

The patient’s temperature was 101.2 °F; blood pressure, 120/72 mm Hg; and heart rate, 112 bpm. He appeared comfortable, without meningismus or spinal tenderness. Pupils were reactive; eyes were without icterus, injection, or suffusion. Cardiac exam was normal. Lungs were clear to auscultation. He had no abdominal tenderness, hepatosplenomegaly, or lymphadenopathy. Cranial nerves II through XII, balance, coordination, strength, and sensation were intact. No rash was noted. Complete blood count (CBC), basic and hepatic chemistry panels, urinalysis, and serum lactate tests were within normal limits. Erythrocyte sedimentation rate (ESR) was elevated to 15 mm/h (normal range, 3-10 mm/h), C-reactive protein (CRP) to 2.4 mg/dL (normal range, <0.5 mg/dL), and procalcitonin to 0.07 ng/mL (normal range, <0.05 ng/mL). The patient was treated with intravenous (IV) fluids, ketorolac, dexamethasone, and acetaminophen, with resolution of symptoms. Given his rapid improvement, absence of meningismus, and lack of immunocompromise, lumbar puncture was deferred. A diagnosis of nonspecific viral syndrome was made. He was discharged home.

Certainly, a systemic infection (eg, influenza, adenovirus, arbovirus-related infection, HIV) could be a cause of this patient’s presentation. Notably, less than two-thirds of patients with meningitis present with the classic triad of fever, neck stiffness, and altered mental status. In this patient with fever, headache, and photophobia, aseptic meningitis should still be considered. While the negative procalcitonin and rapid clinical improvement without antibiotics make acute bacterial meningitis unlikely, nonbacterial causes of meningeal irritation can be severe and life-threatening. An assessment for jolt accentuation of the headache might have been helpful. Information about time of year, geographic exposures (vector-borne infections), and sick contacts (viral illness) can inform the clinical decision to pursue lumbar puncture. Additional history regarding his previous aseptic meningitis would be helpful, as it could suggest a recurrent inflammatory process. Causes of recurrent aseptic meningitis include infectious (herpes simplex virus [HSV], Epstein-Barr virus [EBV], syphilis), drug-related (nonsteroidal anti-inflammatory drugs [NSAIDs]), structural (epidermoid cyst with rupture), and autoimmune (lupus, Sjögren syndrome, Behçet disease) etiologies.

The mildly elevated inflammatory markers are nonspecific and reflect the patient’s known inflammatory state. The dexamethasone given for symptomatic management may have had some therapeutic effect in the setting of an autoimmune process, with additional contribution from ketorolac and acetaminophen.

He returned to the ED 3 days later with a pruritic, disseminated rash involving his palms and soles, accompanied by hand swelling and tingling. Although his headache and photophobia resolved, he reported a productive cough, nasal congestion, and sore throat. He also reported orange-pink urine without dysuria or urinary frequency. Additional questioning revealed a recent motorcycle trip to the Great Lakes region. During this trip, he did not camp, interact with animals or ticks, or swim in streams or lakes. He did not eat any raw, undercooked, or locally hunted meats. He denied new medications, soaps or detergents, or sexual contacts. He had started taking acetaminophen and ibuprofen around the clock since prior discharge.

The orange-pink urine and acute-onset palmoplantar rash with recent fever help narrow the differential. Orange-pink urine might suggest bilirubinuria from liver injury, hemolysis with hemoglobinuria, or myoglobinuria. Most concerning would be hematuria associated with glomerular injury and a systemic vasculopathy.

The rash on the palms and soles should be further characterized as blanching or nonblanching. Blanching, indicating vasodilation of intact blood vessels, is seen with many drug eruptions and viral exanthems. Nonblanching, suggesting broken capillaries (petechiae or purpura), would suggest vasculitis or vasculopathy from emboli, infection, or inflammation. A palmoplantar rash in febrile illness should first prompt evaluation for life-threatening conditions, followed by consideration of both infectious and noninfectious etiologies. Acutely fatal infections include Rocky Mountain spotted fever (RMSF), meningococcemia, toxic shock syndrome, infective endocarditis, and rat-bite fever. The rash, fever, headache, and outdoor exposure raise the possibility of a rickettsial infection, including RMSF, which can be contracted rarely around the Great Lakes. Other life-threatening infections seem unlikely, as the patient would have significantly deteriorated without proper medical care by now. Palmoplantar rash with fever can also be seen in other bacterial infections (eg, secondary syphilis, arbovirus infections, typhus) and in viral infections (eg, cytomegalovirus [CMV], EBV, human herpesvirus-6 [HHV-6], HIV, coxsackievirus, and papular-purpuric gloves and socks syndrome caused by parvovirus B19). Noninfectious considerations include drug hypersensitivity rashes, neoplasm (eg, cutaneous T-cell lymphoma), or inflammatory conditions (eg, SLE, vasculitis). Drug reaction with eosinophilia and systemic symptoms (may also present with severe illness.

The acetaminophen and ibuprofen may be masking ongoing fevers. The cough, nasal congestion, and sore throat might be part of a viral prodrome or, in tandem with fever, associated with a vasculitis such as granulomatosis with polyangiitis.

Morbilliform rash on the left arm

Vital signs were normal, and the patient appeared nontoxic. Physical examination demonstrated mildly cracked lips, oropharyngeal erythema with small petechiae on the soft palate, a morbilliform rash throughout his extremities and trunk (Figure 1), and confluent, brightly erythematous patches on his palms and soles with associated edema (Figure 2 and Appendix Figure). No lymphadenopathy, hepatosplenomegaly, or joint swelling was noted. CBC and basic chemistry panel remained normal; however, hepatic chemistries were notable for alanine aminotransferase (ALT) of 128 U/L, aspartate aminotransferase (AST) of 49 U/L, total bilirubin of 3.7 mg/dL, direct bilirubin of 2.4 mg/dL, total protein of 7.1 g/dL, albumin of 4.1 g/dL, and alkaline phosphatase of 197 U/L. Urinalysis detected bilirubin without blood, protein, bacteria, cells, or casts. The patient was admitted to the hospital.

Rash on the palms

The patient now has acute-onset upper respiratory symptoms with oral mucosal erythema, edema and erythema of the hands and feet with morbilliform rash of the extremities, and liver injury causing bilirubinuria. The patient’s initial symptoms may have had some response to therapy, but the current presentation suggests ongoing evolution of disease. Reactive infectious mucocutaneous eruptions include chlamydia, influenza, parainfluenza, and enteroviruses. Measles is possible given its recent resurgence; however, absence of coryza or Koplik spots and the peripheral distribution of the rash without initial truncal involvement make this less likely. Mycoplasma pneumonia–induced rash and mucositis might present with respiratory symptoms and this rash distribution, but typically involves two or more mucosal sites.

Iatrogenic causes are important to consider given the recent exposure to NSAIDs, specifically Stevens-Johnson syndrome/toxic epidermal necrolysis (SJS/TEN). In this patient, however, SJS/TEN is unlikely as it typically presents 1 to 3 weeks after exposure, with a truncal-predominant rash rarely involving the palms and soles.

Despite the absence of conjunctivitis and cervical lymphadenopathy, one additional consideration is Kawasaki disease (KD). Though more common in children, it may rarely present in adulthood. The time course of manifesting symptoms with potential steroid responsiveness raises suspicion for this diagnosis.

During a 4-day hospitalization, he developed mild bilateral conjunctivitis, peeling lips, and scleral icterus. CBC remained within normal limits. A peripheral smear demonstrated toxic neutrophilic granulation with normal erythrocytes and platelets. HIV and hepatitis A, B, and C serologies were negative. Blood cultures were negative. CRP and ESR increased to 4.3 mg/dL and 56 mm/h, respectively. Hepatic chemistries increased to ALT 155 U/L, AST 101 U/L, total bilirubin 5.1 mg/dL, direct bilirubin 3.3 mg/dL, and alkaline phosphatase 211 U/L. Right upper-quadrant ultrasound demonstrated gallbladder distention (11.3 cm × 5.0 cm; normal, 10.0 cm × 4.0 cm) without stones, wall thickening, or pericholecystic fluid; sonographic Murphy sign was negative. The liver was unremarkable with normal flow in the portal vein.

The patient’s persistent reactive neutrophilic granulation and rising CRP and ESR indicate ongoing inflammation. The largely direct hyperbilirubinemia with hepatitis, minimal findings on ultrasound imaging, and lack of Murphy sign suggest either direct infection of the liver or cholestasis. Viral serologies for EBV, HSV, and CMV should be sent, although these viruses are less commonly associated with oral rash and conjunctivitis. The marked degree of cholestasis makes adenovirus and mycoplasma less likely. Leptospirosis should be considered given the degree of liver injury with potential conjunctival suffusion. However, oral involvement would be atypical; renal injury is absent; and the patient denied pertinent exposures, vomiting, diarrhea, or persistent myalgias.

It is important to know whether the patient continued to receive antipyretics, masking fever. Diagnosis of KD requires fevers for 5 or more days, combined with at least four of five physical findings. Though lacking lymphadenopathy, the patient meets criteria for KD with fever, conjunctivitis, oral rash, exanthem, and extremity involvement. Clinical suspicion for this rare diagnosis should remain high given the urgency with which treatment is required to avoid cardiac complications. An echocardiogram to evaluate left ventricular function and to screen for coronary artery aneurysm is needed.

Low-grade fevers resolved without intervention. Tests were sent for tick-borne (ehrlichiosis, babesiosis, RMSF, anaplasmosis), viral (EBV, West Nile virus, parvovirus, CMV, coxsackievirus, adenovirus), other bacterial and protozoal (syphilis, Coxiella, leptospirosis, Lyme, Giardia), and autoimmune (antinuclear antibody, perinuclear antineutrophil cytoplasmic antibody, double-stranded DNA) diseases. Topical steroids and antihistamines were prescribed for a suspected viral exanthem. Empiric doxycycline was prescribed to treat possible tick-borne disease, and the patient was discharged home. At home, progressive darkening of the urine was noted. Outpatient testing demonstrated rising ALT to 377 U/L, AST to 183 U/L, total bilirubin to 5.9 mg/dL, direct bilirubin to 3.5 mg/dL, and alkaline phosphatase to 301 U/L. The patient was readmitted for further evaluation.

Despite concerns of the treating physicians, features of this case make tick-borne infections less likely. Lyme disease does not typically cause significant laboratory abnormalities and is classically associated with erythema migrans rather than a mucocutaneous rash. Relapsing fever, ehrlichioses, and rickettsial infections are associated with leukopenia and thrombocytopenia in addition to hepatocellular, rather than cholestatic, liver injury. The lack of response to doxycycline is helpful diagnostically: most tick-borne infections, in addition to leptospirosis, respond well to treatment. While babesiosis, tularemia, and Powassan or Heartland viruses transmitted by ticks are not treated with doxycycline, babesiosis often involves a hemolytic anemia (not seen in this case), and this patient’s laboratory abnormalities and rash are not characteristic of tularemia or viral tick-borne infections.

Either a new or reactivated viral infection with liver inflammation or an autoimmune etiology, specifically KD, remain the most likely etiology of the patient’s symptoms.

He remained asymptomatic during a 6-day hospitalization. His oral lesions resolved. The morbilliform rash coalesced into confluent macules with fine desquamation on the extremities and trunk. There was prominent periungual and palmar/plantar desquamation (Figure 3 and Figure 4). CBC demonstrated hemoglobin of 12.6 g/dL and platelets of 399,000/μL. CRP was undetectable at <0.5 mg/dL; however, ESR increased to 110 mm/h. Transaminases increased to ALT 551 U/L and AST 219 U/L. Serum alkaline phosphatase and bilirubin decreased without intervention. Albumin and total protein remained unchanged. All infectious and autoimmune testing sent from the prior admission returned negative.

Palmar desquamation

An acute-onset viral-like prodrome with fevers potentially responsive to steroids, followed by conjunctivitis, oral erythema and cracked lips, morbilliform rash with hand and foot erythema and edema, cholestatic hepatitis, and subsequent periungual desquamation is highly suggestive of KD. It would be interesting to revisit the patient’s prior episode of aseptic meningitis to see whether any other symptoms were suggestive of KD. While intravenous immunoglobulin (IVIg) and aspirin are standard therapies for the acute febrile phase of KD, the patient is now nearly 2 weeks into his clinical course, rendering their utility uncertain. Nonetheless, screening for coronary aneurysms should be pursued, which may help confirm the diagnosis.

Periungual desquamation

Upon reviewing the evolution of the findings, a diagnosis of adult-onset KD was made. IVIg 2g/kg and aspirin 325 mg were administered. Echocardiogram did not show any evidence of coronary artery aneurysm, myocarditis, pericarditis, wall motion abnormalities, or pericardial effusion. Computed tomography (CT) coronary angiogram confirmed normal coronary arteries without aneurysm. The patient was discharged home without fever on daily aspirin, and all hepatic chemistries and inflammatory markers normalized. Follow-up cardiac magnetic resonance imaging at 3 months and CT angiogram at 6 months remained normal. The patient remains well now 2 years after the original diagnosis and treatment.

DISCUSSION

KD, also known as mucocutaneous lymph node syndrome, is a vasculitis that typically affects children younger than 5 years.1 Having a sibling with KD confers a 10- to 15-fold higher risk, suggesting a genetic component to the disease.2 The highest incidence of KD is in persons of East Asian descent, but KD can affect patients of all races and ethnicities. In the United States, the majority of patients with KD are non-Hispanic White, followed by Black, Hispanic, and Asian.3 The etiology is still unknown, but it is posited that an unidentified, ubiquitous infectious agent may trigger KD in genetically susceptible individuals.4

KD can cause aneurysms and thromboses in medium-sized blood vessels throughout the body.5,6 The classic presentation involves 5 days of high fever plus four or more of the symptoms in the mnemonic CRASH: conjunctival injection, rash (polymorphous), adenopathy (cervical), strawberry tongue (or red, cracked lips and oropharyngeal edema), hand (erythema and induration of hands or feet, followed by periungual desquamation).7 Multiple organ systems may be affected, manifesting as abdominal pain, arthritis, pneumonitis, aseptic meningitis, and acalculous distention of the gallbladder (hydrops).7 The most feared consequence is coronary artery involvement, which leads to aneurysm, thrombosis, and sudden death.

Though no definitive diagnostic test exists, certain laboratory findings support the diagnosis, such as sterile pyuria, thrombocytosis, elevated CRP and ESR, transaminitis, and hypoalbuminemia.7 Diagnosis requires exclusion of illnesses with similar presentations, such as bacterial, viral, and tick-borne infections; drug hypersensitivity reactions; toxic shock syndrome; scarlet fever; juvenile rheumatoid arthritis; and other rheumatologic conditions. Some cases of KD present with fewer than four of the principal (CRASH) symptoms—these are termed “incomplete” KD. The combination of supportive laboratory findings and echocardiogram can facilitate diagnosis of incomplete KD, which carries a similar risk of coronary artery aneurysm.7

Though primarily a disease of childhood, KD can present in adults.8 Adults, compared with children, are less likely to have thrombocytosis and more likely to have cervical adenopathy, arthralgias, and hepatic test abnormalities.8 Although coronary artery aneurysms occur less frequently in adults compared with children, timely diagnosis and treatment is key to preventing this life-threatening complication.8

In children, treatment is IVIg 2 g/kg and aspirin 80 to 100 mg/kg daily until afebrile for several days.9 Some require a second dose of IVIg.9 Children are then maintained on 3 to 5 mg/kg of aspirin daily for 6 to 8 weeks.9 IVIg, given within 10 days of the onset of fever, is highly effective at preventing coronary artery aneurysms.10,11 When coronary aneurysms do occur, treatment is with aspirin or clopidogrel. Very large aneurysms require systemic anticoagulation. After the acute illness, children are monitored with serial cardiac imaging at 2 weeks and 6 to 8 weeks after diagnosis.7 In adults, the optimal imaging timing is unknown. Echocardiography often cannot visualize the coronary arteries, necessitating coronary CT angiography or cardiac MRI.

Despite the presence of classic features, this patient’s diagnosis was delayed because of the rarity of KD in adults and the need to exclude more common diseases. Furthermore, the administration of dexamethasone likely shortened his febrile period and ameliorated some symptoms,12 affecting the natural history of his illness. The diagnosis relied on three components: ruling out common diagnoses, noting two unusual findings (gallbladder hydrops, desquamating periungual rash), and broadening the differential to include adult presentations of childhood disease. Review of the literature suggests very few causes for gallbladder hydrops: impacted stones, cystic fibrosis, cystic duct narrowing due to tumor or lymph nodes, KD, and bacterial and parasitic disease (eg, salmonella, ascariasis). Gallbladder hydrops and periungual desquamation are seen together only in KD.13 Given the complexity of diagnosis in adults, the time to diagnosis is often delayed compared with that for children. While IVIg treatment is preferred within 10 days of the onset of fever, this patient received IVIg on day 14, given the relatively benign nature of IVIg and the considerable morbidity associated with coronary artery aneurysms. Dosing for aspirin is unclear in adults.8 This patient was started on 325 mg aspirin daily. He recovered fully and remains free of coronary changes at two years after initial diagnosis. This case is an excellent reminder that, after exclusion of common diagnoses, reflection on the most unusual aspects of the case and consideration of childhood diseases is particularly important in our younger patients.

TEACHING POINTS

  • Extended fever should broaden the differential to include rheumatologic diagnoses.
  • KD is rare in adults but can present with classic findings from childhood.
  • Early treatment with IVIg and aspirin can be lifesaving in patients with KD, including adults.
References

1. Kawasaki T. Acute febrile mucocutaneous syndrome with lymphoid involvement with specific desquamation of the fingers and toes in children. Article in Japanese. Arerugi. 1967;16(3):178-222.
2. Burgner D, Harnden A. Kawasaki disease: what is the epidemiology telling us about the etiology? Int J Infect Dis. 2005;9(4):185-194. https://doi.org/10.1016/j.ijid.2005.03.002
3. Holman RC, Belay ED, Christensen KY, Folkema AM, Steiner CA, Schonberger LB. Hospitalizations for Kawasaki syndrome among children in the United States, 1997-2007. Pediatr Infect Dis J. 2010;29(6):483-488. https://doi.org/10.1097/INF.0b013e3181cf8705
4. Rowley A, Baker S, Arollo D, et al. A hepacivirus-like protein is targeted by the antibody response to Kawasaki disease (KD) [abstract]. Open Forum Infect Dis. 2019;6(suppl 2):S48.
5. Friedman KG, Gauvreau K, Hamaoka-Okamoto A, et al. Coronary artery aneurysms in Kawasaki disease: risk factors for progressive disease and adverse cardiac events in the US population. J Am Heart Assoc. 2016;5(9):e003289. https://doi.org/10.1161/JAHA.116.003289
6. Zhao QM, Chu C, Wu L, et al. Systemic artery aneurysms and Kawasaki disease. Pediatrics. 2019;144(6):e20192254. https://doi.org/10.1542/peds.2019-2254
7. Newburger JW, Takahashi M, Gerber MA, et al. Diagnosis, treatment, and long-term management of Kawasaki disease: a statement for health professionals from the Committee on Rheumatic Fever, Endocarditis, and Kawasaki Disease, Council on Cardiovascular Disease in the Young, American Heart Association. Pediatrics. 2004;114(6):1708-1733. https://doi.org/10.1542/peds.2004-2182
8. Sève P, Stankovic K, Smail A, Durand DV, Marchand G, Broussolle C. Adult Kawasaki disease: report of two cases and literature review. Semin Arthritis Rheum. 2005;34(6):785-792. https://doi.org/10.1016/j.semarthrit.2005.01.012
9. Shulman ST. Intravenous immunoglobulin for the treatment of Kawasaki disease. Pediatr Ann. 2017;46(1):e25-e28. https://doi.org/10.3928/19382359-20161212-01
10. Newburger JW, Takahashi M, Burns JC, et al. The treatment of Kawasaki syndrome with intravenous gamma globulin. N Engl J Med. 1986;315(6):341-347. https://doi.org/10.1056/NEJM198608073150601
11. Rowley AH, Duffy CE, Shulman ST. Prevention of giant coronary artery aneurysms in Kawasaki disease by intravenous gamma globulin therapy. J Pediatr. 1988;113(2):290-294. https://doi/org/10.1016/s0022-3476(88)80267-1
12. Lim YJ, Jung JW. Clinical outcomes of initial dexamethasone treatment combined with a single high dose of intravenous immunoglobulin for primary treatment of Kawasaki disease. Yonsei Med J. 2014;55(5):1260-1266. https://doi.org/10.3349/ymj.2014.55.5.1260
13. Sun Q, Zhang J, Yang Y. Gallbladder hydrops associated with Kawasaki disease: a case report and literature review. Clin Pediatr (Phila). 2018;57(3):341-343. https://doi.org/10.1177/0009922817696468

References

1. Kawasaki T. Acute febrile mucocutaneous syndrome with lymphoid involvement with specific desquamation of the fingers and toes in children. Article in Japanese. Arerugi. 1967;16(3):178-222.
2. Burgner D, Harnden A. Kawasaki disease: what is the epidemiology telling us about the etiology? Int J Infect Dis. 2005;9(4):185-194. https://doi.org/10.1016/j.ijid.2005.03.002
3. Holman RC, Belay ED, Christensen KY, Folkema AM, Steiner CA, Schonberger LB. Hospitalizations for Kawasaki syndrome among children in the United States, 1997-2007. Pediatr Infect Dis J. 2010;29(6):483-488. https://doi.org/10.1097/INF.0b013e3181cf8705
4. Rowley A, Baker S, Arollo D, et al. A hepacivirus-like protein is targeted by the antibody response to Kawasaki disease (KD) [abstract]. Open Forum Infect Dis. 2019;6(suppl 2):S48.
5. Friedman KG, Gauvreau K, Hamaoka-Okamoto A, et al. Coronary artery aneurysms in Kawasaki disease: risk factors for progressive disease and adverse cardiac events in the US population. J Am Heart Assoc. 2016;5(9):e003289. https://doi.org/10.1161/JAHA.116.003289
6. Zhao QM, Chu C, Wu L, et al. Systemic artery aneurysms and Kawasaki disease. Pediatrics. 2019;144(6):e20192254. https://doi.org/10.1542/peds.2019-2254
7. Newburger JW, Takahashi M, Gerber MA, et al. Diagnosis, treatment, and long-term management of Kawasaki disease: a statement for health professionals from the Committee on Rheumatic Fever, Endocarditis, and Kawasaki Disease, Council on Cardiovascular Disease in the Young, American Heart Association. Pediatrics. 2004;114(6):1708-1733. https://doi.org/10.1542/peds.2004-2182
8. Sève P, Stankovic K, Smail A, Durand DV, Marchand G, Broussolle C. Adult Kawasaki disease: report of two cases and literature review. Semin Arthritis Rheum. 2005;34(6):785-792. https://doi.org/10.1016/j.semarthrit.2005.01.012
9. Shulman ST. Intravenous immunoglobulin for the treatment of Kawasaki disease. Pediatr Ann. 2017;46(1):e25-e28. https://doi.org/10.3928/19382359-20161212-01
10. Newburger JW, Takahashi M, Burns JC, et al. The treatment of Kawasaki syndrome with intravenous gamma globulin. N Engl J Med. 1986;315(6):341-347. https://doi.org/10.1056/NEJM198608073150601
11. Rowley AH, Duffy CE, Shulman ST. Prevention of giant coronary artery aneurysms in Kawasaki disease by intravenous gamma globulin therapy. J Pediatr. 1988;113(2):290-294. https://doi/org/10.1016/s0022-3476(88)80267-1
12. Lim YJ, Jung JW. Clinical outcomes of initial dexamethasone treatment combined with a single high dose of intravenous immunoglobulin for primary treatment of Kawasaki disease. Yonsei Med J. 2014;55(5):1260-1266. https://doi.org/10.3349/ymj.2014.55.5.1260
13. Sun Q, Zhang J, Yang Y. Gallbladder hydrops associated with Kawasaki disease: a case report and literature review. Clin Pediatr (Phila). 2018;57(3):341-343. https://doi.org/10.1177/0009922817696468

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A 73-year-old man presented to clinic with 6 weeks of headache. He occasionally experienced generalized headaches throughout his life that resolved with naproxen. His new headache was characterized by a progressively worsening sensation of left-eye pressure with radiation to the left temple. Over the previous week, he had intermittent diplopia, left ptosis, and left lacrimation. He denied head trauma, fever, vision loss, photophobia, dysphagia, dysarthria, nausea, vomiting, or jaw claudication.

Primary headaches include tension type, migraine, and trigeminal autonomic cephalalgias (eg, cluster headache). A new headache in an older patient, particularly if protracted and progressive, prioritizes consideration of a secondary headache, which may reflect pathology within the brain parenchyma (eg, intracranial mass), blood vessels (eg, giant cell arteritis), meninges (eg, meningitis), or ventricles (eg, intraventricular cyst). Eye pain may arise from ocular and extraocular disease. Corneal abrasions, infectious keratitis, scleritis, uveitis, or acute angle-closure glaucoma are painful, although the latter is less likely given the prolonged duration of symptoms. Thyroid eye disease or other infiltrative disorders of the orbit can also cause eye discomfort.

Ptosis commonly results from degeneration of the levator aponeurosis. Other causes include third cranial nerve palsy and myasthenia gravis. Interruption of sympathetic innervation of the eyelid by lesions in the brain stem, spinal cord, lung (eg, Pancoast tumor), or cavernous sinus also can result in ptosis.

Whether the patient has monocular or binocular diplopia is uncertain. Monocular diplopia persists with only one eye open and can arise from uncorrected refractive error, corneal irregularities, lenticular opacities, or unilateral macular disease. Binocular diplopia develops from ocular misalignment due to neuromuscular weakness, extraocular muscle entrapment, or an orbital mass displacing the globe. An orbital mass would also explain the unilateral headache and unilateral ptosis.

His medical history included coronary artery disease, seronegative rheumatoid arthritis, osteoporosis, benign prostatic hypertrophy, and ureteral strictures from chronic nephrolithiasis. Following a cholecystectomy for gallstone pancreatitis 13 years earlier, he was hospitalized five more times for pancreatitis. The last episode was 6 years prior to this presentation. At that time, magnetic resonance cholangiopancreatography (MRCP) did not reveal pancreatic divisum, annular pancreas, biliary strictures, or a pancreatic mass. Esophagogastroduodenoscopy peformed during the same hospitalization showed mild gastritis. His recurrent pancreatitis was deemed idiopathic.

His medications were folic acid, cholecalciferol, lisinopril, metoprolol, omeprazole, simvastatin, aspirin, and weekly methotrexate. His sister had breast and ovarian cancer, and his brother had gastric cancer. He had two subcentimeter tubular adenomas removed during a screening colonoscopy 3 years prior. He had a 30 pack-year smoking history and quit 28 years earlier. He did not use alcohol or drugs. He was a retired chemical plant worker.

Choledocholithiasis (as discrete stones or biliary sludge) can trigger pancreatitis despite a cholecystectomy, but the recurrent episodes and negative MRCP should prompt consideration of other causes, such as alcohol. Hypercalcemia, hypertriglyceridemia, and medications are infrequent causes of pancreatic inflammation. IgG4-related disease (IgG4-RD) causes autoimmune pancreatitis and can infiltrate the eyelids, lacrimal glands, extraocular muscles, or orbital connective tissue. Malignancy of the pancreas or ampulla can trigger pancreatitis by causing pancreatic duct obstruction but would not go undetected for 13 years.

The patient was evaluated by an ophthalmologist and a neurologist. His heart rate was 52 beats per minute and blood pressure, 174/70 mm Hg; other vital signs were normal. He had conjunctival chemosis, ptosis, and nonpulsatile proptosis of the left eye with tenderness and increased resistance to retropulsion compared to the right eye (Figure 1). Visual acuity was 20/25 for the right eye and hand motions only in the left eye. The pupils were reactive and symmetric without afferent pupillary defect. There was no optic nerve swelling or pallor. Abduction, adduction, and elevation of the left eye were restricted and associated with diplopia. Movement of the right eye was unrestricted. There was no other facial asymmetry. Facial sensation was normal. Corneal reflexes were intact. Shoulder shrug strength was equal and symmetric. Tongue protrusion was midline. Olfaction and hearing were not assessed. Strength, sensation, and deep tendon reflexes were normal in all extremities. The plantar response was flexor bilaterally.

The left eye exhibited conjunctival chemosis, ptosis, and proptosis with increased resistance to retropulsion

Unilateral ptosis, chemosis, proptosis, ophthalmoplegia, eye tenderness, and visual loss collectively point to a space-occupying orbital disease. Orbital masses are caused by cancers, infections such as mucormycosis (usually in an immunocompromised host), and inflammatory disorders such as thyroid orbitopathy, sarcoidosis, IgG4-related orbitopathy, granulomatosis with polyangiitis, and orbital pseudotumor (idiopathic inflammation of the orbit). Chemosis reflects edema of the conjunctiva, which can arise from direct conjunctival injury (eg, allergy, infection, or trauma), interruption of the venous drainage of the conjunctiva by vascular disorders (eg, cavernous sinus thrombosis or carotid-cavernous fistula), or space-occupying diseases of the orbit. Monocular visual loss arises from a prechiasmal lesion, and acute monocular visual loss is more commonly caused by posterior ocular pathology (eg, retina or optic nerve) than anterior disease (eg, keratitis). Visual loss in the presence of an orbital process suggests a compressive or infiltrative disease of the optic nerve.

Complete blood count, comprehensive metabolic panel, erythrocyte sedimentation rate, C-reactive protein, and thyroid function tests were normal. Interferon-gamma release assay, HIV antibody, rapid plasma reagin, Lyme antibody, antinuclear antibody, and antineutrophil cytoplasmic antibody (ANCA) tests were negative. A noncontrast computed tomography (CT) scan of the head revealed thickening of the left inferior rectus muscle. Orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging demonstrated a T2 hyperintense, heterogeneous 1.4-cm mass in the left inferior rectus muscle (Figure 2). There was no carotid-cavernous fistula, brain mass, or meningeal enhancement.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

An isolated mass in one ocular muscle raises the probability of a cancer. The most common malignant orbital tumor is B-cell lymphoma. Metastatic cancer to the eye is rare; breast, prostate, and lung cancer account for the majority of cases. The family history of breast and ovarian cancer raises the possibility of a BRCA mutation, which is also associated with gastric, pancreatic, and prostate malignancies. Granulomatosis with polyangiitis may be ANCA negative in localized sino-orbital disease. Biopsy of the orbital mass is the next step.

The patient underwent transconjunctival orbitotomy with excision of the left inferior rectus mass. Two days later, he presented to the emergency department with acute onset epigastric pain, nausea, and vomiting. A comprehensive review of systems, which had not been performed until this visit, revealed an unintentional 20-lb weight loss over the previous 3 months. He had a progressive ache in the left anterior groin that was dull, tender, nonradiating, and worse with weight bearing. He denied melena or hematochezia.

His temperature was 37 °C; heart rate, 98 beats per minute; and blood pressure, 128/63 mm Hg. He had midepigastric tenderness and point tenderness over the anterior iliac spine. White blood cell count was 12,600/μL; hemo globin, 14.5 g/dL; and platelet count, 158,000/μL. Serum lipase was 7,108 U/L. Serum creatinine, calcium, and triglyceride levels were normal. Alkaline phosphatase was 117 U/L (normal, 34-104 U/L); total bilirubin, 1.1 mg/dL; alanine aminotransferase (ALT), 119 U/L (normal, 7-52 U/L); and aspartate aminotransferase (AST), 236 U/L (normal, 13-39 U/L). Troponin I was undetectable, and an electrocardiogram demonstrated sinus tachycardia. Urinalysis was normal.

Concomitant pancreatitis and hepatitis with an elevated AST-to-ALT ratio should prompt evaluation of recurrent choledocholithiasis and a repeat inquiry about alcohol use. His medications should be reviewed for an association with pancreatitis. Anterior groin discomfort usually reflects osteoarthritis of the hip joint, inguinal hernia, or inguinal lymphadenopathy. Groin pain may be referred from spinal nerve root compression, aortoiliac occlusion, or nephrolithiasis. Weight loss in the presence of an inferior rectus mass suggests one of the aforementioned systemic diseases with orbital manifestations. Pancreatitis and groin discomfort may be important clues, but the chronicity of the recurrent pancreatitis and the high prevalence of hip osteoarthritis make it equally likely that they are unrelated to the eye disease.

CT scan of the abdomen and pelvis with contrast showed peripancreatic edema with fat stranding but no pancreatic or hepatobiliary mass. The common bile duct was normal. A 2.2×1.3-cm mass in the right posterior subphrenic space, a lytic lesion in the left anterior inferior iliac spine, and right nonobstructive nephrolithiasis were identified. CT scan of the chest with contrast showed multiple subpleural nodules and innumerable parenchymal nodules. Subcentimeter hilar, mediastinal, and prevascular lymphadenopathy were present, as well as multiple sclerotic lesions in the right fourth and sixth ribs. Prostate-specific antigen was 0.7 ng/mL (normal, ≤ 4.0 ng/mL). Cancer antigen 19-9 level was 5.5 U/mL (normal, < 37.0 U/mL), and carcinoembryonic antigen (CEA) was 100.1 ng/mL (normal, 0-3 U/mL).

Widespread pulmonary nodules, diffuse lymphadenopathy, and bony lesions raise concern for a metastatic malignancy. There is no evidence of a primary carcinoma. The lack of hepatic involvement reduces the likelihood of a gastrointestinal tumor, although a rectal cancer, which may drain directly into the inferior vena cava and bypass the portal circulation, could present as lung metastases on CT imaging. Lymphoma is plausible given the diffuse lymphadenopathy and orbital mass. Sarcoidosis and histiocytic disorders (eg, Langerhans cell histiocytosis) also cause orbital disease, pulmonary nodules, lymphadenopathy, and bone lesions, although a subphrenic mass would be atypical for both disorders; furthermore, the majority of patients with adult Langerhans cell histiocytosis smoke cigarettes. The elevated CEA makes a metastatic solid tumor more likely than lymphoma but does not specify the location of the primary tumor.

Pathology of the inferior rectus muscle mass showed well-differentiated adenocarcinoma (Figure 3A and 3B). A CT-guided biopsy of the left anterior inferior iliac spine revealed well-differentiated adenocarcinoma (Figure 3C). Adenocarcinoma of unknown primary wasdiagnosed.

Subsequent immunohistochemical (IHC) staining was positive for cytokeratin 7 (CK7) and mucicarmine (Figure 3D and 3E) and negative for cytokeratin 20 (CK20) and thyroid transcription factor 1 (TTF1). This IHC profile suggested pancreatic or upper gastrointestinal tract lineage. Positron emission tomography–CT (PET-CT) scan was aborted because of dyspnea and chest pressure following contrast administration. He declined further imaging or endoscopy. He received palliative radiation and three cycles of paclitaxel and gemcitabine for cancer of unknown primary (CUP). Two months later, he developed bilateral upper-arm weakness due to C7 and T2 cord compression from vertebral and epidural metastases; his symptoms progressed despite salvage chemotherapy. He was transitioned to comfort care and died at home 9 months after diagnosis.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

DISCUSSION

This patient’s new headache and ocular abnormalities led to the discovery of an inferior rectus muscle mass. Initially unrecognized unintentional weight loss and hip pain recast a localized orbital syndrome as a systemic disease with pancreatic, ocular, pulmonary, lymph node, and skeletal pathology. Biopsies of the orbital rectus muscle and iliac bone demonstrated metastatic adenocarcinoma. Imaging studies did not identify a primary cancer, but IHC analysis suggested carcinoma of upper gastrointestinal or pancreatic origin.

Acute and chronic pancreatitis are both associated with pancreatic cancer.1 Chronic pancreatitis is associated with an increasing cumulative risk of pancreatic cancer; a potential mechanism is chronic inflammation with malignant transformation.2,3 There is also a 20-fold increased risk of pancreatic cancer in the first 2 years following an episode of acute pancreatitis,4 which may develop from malignant pancreatic duct obstruction. Although the post–acute pancreatitis risk of pancreatic cancer attenuates over time, a two-fold increased risk of pancreatic cancer remains after 10 years,4 which suggests that acute pancreatitis (particularly when idiopathic) either contributes to or shares pathogenesis with pancreatic adenocarcinoma. In elderly patients without gallstones or alcohol use, an abdominal CT scan or MRI shortly after resolution of the acute pancreatitis may be considered to assess for an underlying pancreatic tumor.5

CUP is a histologically defined malignancy without a known primary anatomic site despite an extensive evaluation. CUP accounts for up to 10% of all cancer diagnoses.6 CUP is ascribed to a primary cancer that remains too small to be detected or spontaneous regression of the primary cancer.7 Approximately 70% of autopsies of patients with CUP identify the primary tumor, which most commonly originates in the lung, gastrointestinal tract, breast, or pancreas.8

When a metastatic focus of cancer is found but the initial diagnostic evaluation (including CT scan of the chest, abdomen, and pelvis) fails to locate a primary cancer, the next step in searching for the tissue of origin is an IHC analysis of the tumor specimen. IHC analysis is a multistep staining process that can identify major categories of cancer, including carcinoma (adenocarcinoma, squamous cell carcinoma, and neuroendocrine carcinoma) and poorly or undifferentiated neoplasms (including carcinoma, lymphoma, sarcoma, or melanoma). Eighty-five percent of CUP cases are adenocarcinoma, 10% are squamous cell carcinoma, and the remaining 5% are undifferentiated neoplasms.9

There are no consensus guidelines for imaging in patients with CUP who have already undergone a CT scan of the chest, abdomen, and pelvis. Mammography is indicated in women with metastatic adenocarcinoma or axillary lymphadenopathy.7 MRI of the breast is obtained when mammography is nondiagnostic and the suspicion for breast cancer is high. Small clinical studies and meta-analyses support the use of PET-CT scans,7 although one study found that a PET-CT scan was not superior to CT imaging in identifying the primary tumor site in CUP.10 Endoscopy of the upper airway or gastrointestinal tract is rarely diagnostic in the absence of referable symptoms or a suggestive IHC profile (eg, CK7−, CK20+ suggestive of colon cancer).6

Molecular cancer classification has emerged as a useful diagnostic technique in CUP. Cancer cells retain gene expression patterns based on cellular origin, and a tumor’s profile can be compared with a reference database of known cancers, aiding in the identification of the primary tumor type. Molecular cancer classifier assays that use gene expression profiling can accurately determine a primary site11 and have been shown to be concordant with IHC testing.12 Molecular cancer classification is distinct from genetic assays that identify mutations for which there are approved therapies. Serum tumor markers are generally not useful in establishing the primary tumor and should be considered based on the clinical presentation (eg, prostate-specific antigen testing in a man with adenocarcinoma of unknown primary and osteoblastic metastases).

CUP is classified as favorable or unfavorable based on the IHC, pattern of spread, and serum markers in certain cases.6 Approximately 20% of CUP patients can be categorized into favorable subsets, such as adenocarcinoma in a single axillary lymph node in a female patient suggestive of a breast primary cancer, or squamous cell carcinoma in a cervical lymph node suggestive of a head or neck primary cancer.7 The remaining 80% of cases are categorized as unfavorable CUP and often have multiple metastases. Our patient’s pattern of spread and limited response to chemotherapy is characteristic of the unfavorable subset of CUP. The median survival of this group is 9 months, and only 25% of patients survive longer than 1 year.13

Biomarker-driven treatment of specific molecular targets independent of the tissue of origin (tissue-agnostic therapy) has shown promising results in the treatment of skin, lung, thyroid, colorectal, and gastric cancers.14 Pembrolizumab was the first drug approved by the US Food and Drug Administration based on a tumor’s biomarker without regard to its primary location. Data to support this approach for treating CUP are evolving and offer hope for patients with specific molecular targets.

Following the focused neuro-ophthalmologic evaluations, with focused examination and imaging, the hospitalist’s review of systems at the time of the final admission for pancreatitis set in motion an evaluation that led to a diagnosis of metastatic cancer. The risk factor of recurrent pancreatitis and IHC results suggested that pancreatic adenocarcinoma was the most likely primary tumor. As the focus of cancer treatment shifts away from the tissue of origin and toward molecular and genetic profiles, the search for the primary site may decrease in importance. In the future, even when we do not know the cancer’s origin, we may still know precisely what to do. But for now, as in this patient, our treatments continue to be based on a tumor that is out of sight, but not out of mind.

KEY TEACHING POINTS

  • Acute and chronic pancreatitis are associated with an increased risk of pancreatic adenocarcinoma.
  • CUP is a cancer in which diagnostic testing does not identify a primary tumor site. Immunohistochemistry and molecular analysis, imaging, and endoscopy are utilized selectively to identify a primary tumor type.
  • Treatment of CUP currently depends on the suspected tissue of origin and pattern of spread.
  • Tissue-agnostic therapy could allow for treatment for CUP patients independent of the tissue of origin.

Acknowledgments

We thank Andrew Mick, OD, for his review of an earlier version of this manuscript and Peter Phillips, MD, for his interpretation of the pathologic images.

References

1. Sadr-Azodi O, Oskarsson V, Discacciati A, Videhult P, Askling J, Ekbom A. Pancreatic cancer following acute pancreatitis: a population-based matched cohort study. Am J Gastroenterol. 2018;113(111):1711-1719. https://doi.org/10.1038/s41395-018-0255-9
2. Duell EJ, Lucenteforte E, Olson SH, et al. Pancreatitis and pancreatic cancer risk: a pooled analysis in the International Pancreatic Cancer Case-Control Consortium (PanC4). Ann Oncol. 2012;23(11):2964-2970. https://doi.org/10.1093/annonc/mds140
3. Ekbom A, McLaughlin JK, Nyren O. Pancreatitis and the risk of pancreatic cancer. N Engl J Med. 1993;329(20):1502-1503. https://doi.org/10.1056/NEJM199311113292016
4. Kirkegard J, Cronin-Fenton D, Heide-Jorgensen U, Mortensen FV. Acute pancreatitis and pancreatic cancer risk: a nationwide matched-cohort study in Denmark. Gastroenterology. 2018;154(156):1729-1736. https://doi.org/10.1053/j.gastro.2018.02.011
5. Frampas E, Morla O, Regenet N, Eugene T, Dupas B, Meurette G. A solid pancreatic mass: tumour or inflammation? Diagn Interv Imaging. 2013;94(7-8):741-755. https://doi.org/10.1016/j.diii.2013.03.013
6. Varadhachary GR, Raber MN. Cancer of unknown primary site. N Engl J Med. 2014;371(8):757-765. https://doi.org/10.1056/NEJMra1303917
7. Bochtler T, Löffler H, Krämer A. Diagnosis and management of metastatic neoplasms with unknown primary. Semin Diagn Pathol. 2017. 2018;35(3):199-206. https://doi.org//10.1053/j.semdp.2017.11.013
8. Pentheroudakis G, Golfinopoulos V, Pavlidis N. Switching benchmarks in cancer of unknown primary: from autopsy to microarray. Eur J Cancer. 2007;43(14):2026-2036. https://doi.org/10.1016/j.ejca.2007.06.023
9. Pavlidis N, Fizazi K. Carcinoma of unknown primary (CUP). Crit Rev Oncol Hematol. 2009;69(3):271-278. https://doi.org/10.1016/j.critrevonc.2008.09.005
10. Moller AK, Loft A, Berthelsen AK, et al. A prospective comparison of 18F-FDG PET/CT and CT as diagnostic tools to identify the primary tumor site in patients with extracervical carcinoma of unknown primary site. Oncologist. 2012;17(9):1146-1154. https://doi.org/10.1634/theoncologist.2011-0449
11. Economopoulou P, Mountzios G, Pavlidis N, Pentheroudakis G. Cancer of unknown primary origin in the genomic era: elucidating the dark box of cancer. Cancer Treat Rev. 2015;41(7):598-604. https://doi.org/10.1016/j.ctrv.2015.05.010
12. Greco FA. Molecular diagnosis of the tissue of origin in cancer of unknown primary site: useful in patient management. Curr Treat Options Oncol. 2013;14(4):634-642. https://doi.org/10.1007/s11864-013-0257-1
13. Massard C, Loriot Y, Fizazi K. Carcinomas of an unknown primary origin—diagnosis and treatment. Nat Rev Clin Oncol. 2011;8(12):701-710. https://doi.org/10.1038/nrclinonc.2011.158
14. Luoh SW, Flaherty KT. When tissue is no longer the issue: tissue-agnostic cancer therapy comes of age. Ann Intern Med. 2018;169(4):233-239. https://doi.org/10.7326/M17-2832

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1Department of Medicine, Warren Alpert Medical School of Brown University and The Miriam Hospital, Providence, Rhode Island; 2Department of Medicine, Northwestern University School of Medicine, Chicago, Illinois; 3Department of Medicine, University of California, San Francisco, San Francisco, California; 4Medical Service, San Francisco VA Medical Center, San Francisco, California; 5Division of Hematology and Oncology, University of California, San Francisco, San Francisco, California.

Disclosures
Drs Santos, Manesh, Hsu, and Geha have no disclosures. Dr. Dhaliwal reports receiving honoraria from ISMIE Mutual Insurance Company and GE Healthcare.

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Dr Dhaliwal is a US federal government employee and prepared the paper as part of his official duties.

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1Department of Medicine, Warren Alpert Medical School of Brown University and The Miriam Hospital, Providence, Rhode Island; 2Department of Medicine, Northwestern University School of Medicine, Chicago, Illinois; 3Department of Medicine, University of California, San Francisco, San Francisco, California; 4Medical Service, San Francisco VA Medical Center, San Francisco, California; 5Division of Hematology and Oncology, University of California, San Francisco, San Francisco, California.

Disclosures
Drs Santos, Manesh, Hsu, and Geha have no disclosures. Dr. Dhaliwal reports receiving honoraria from ISMIE Mutual Insurance Company and GE Healthcare.

Funding
Dr Dhaliwal is a US federal government employee and prepared the paper as part of his official duties.

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1Department of Medicine, Warren Alpert Medical School of Brown University and The Miriam Hospital, Providence, Rhode Island; 2Department of Medicine, Northwestern University School of Medicine, Chicago, Illinois; 3Department of Medicine, University of California, San Francisco, San Francisco, California; 4Medical Service, San Francisco VA Medical Center, San Francisco, California; 5Division of Hematology and Oncology, University of California, San Francisco, San Francisco, California.

Disclosures
Drs Santos, Manesh, Hsu, and Geha have no disclosures. Dr. Dhaliwal reports receiving honoraria from ISMIE Mutual Insurance Company and GE Healthcare.

Funding
Dr Dhaliwal is a US federal government employee and prepared the paper as part of his official duties.

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Related Articles

A 73-year-old man presented to clinic with 6 weeks of headache. He occasionally experienced generalized headaches throughout his life that resolved with naproxen. His new headache was characterized by a progressively worsening sensation of left-eye pressure with radiation to the left temple. Over the previous week, he had intermittent diplopia, left ptosis, and left lacrimation. He denied head trauma, fever, vision loss, photophobia, dysphagia, dysarthria, nausea, vomiting, or jaw claudication.

Primary headaches include tension type, migraine, and trigeminal autonomic cephalalgias (eg, cluster headache). A new headache in an older patient, particularly if protracted and progressive, prioritizes consideration of a secondary headache, which may reflect pathology within the brain parenchyma (eg, intracranial mass), blood vessels (eg, giant cell arteritis), meninges (eg, meningitis), or ventricles (eg, intraventricular cyst). Eye pain may arise from ocular and extraocular disease. Corneal abrasions, infectious keratitis, scleritis, uveitis, or acute angle-closure glaucoma are painful, although the latter is less likely given the prolonged duration of symptoms. Thyroid eye disease or other infiltrative disorders of the orbit can also cause eye discomfort.

Ptosis commonly results from degeneration of the levator aponeurosis. Other causes include third cranial nerve palsy and myasthenia gravis. Interruption of sympathetic innervation of the eyelid by lesions in the brain stem, spinal cord, lung (eg, Pancoast tumor), or cavernous sinus also can result in ptosis.

Whether the patient has monocular or binocular diplopia is uncertain. Monocular diplopia persists with only one eye open and can arise from uncorrected refractive error, corneal irregularities, lenticular opacities, or unilateral macular disease. Binocular diplopia develops from ocular misalignment due to neuromuscular weakness, extraocular muscle entrapment, or an orbital mass displacing the globe. An orbital mass would also explain the unilateral headache and unilateral ptosis.

His medical history included coronary artery disease, seronegative rheumatoid arthritis, osteoporosis, benign prostatic hypertrophy, and ureteral strictures from chronic nephrolithiasis. Following a cholecystectomy for gallstone pancreatitis 13 years earlier, he was hospitalized five more times for pancreatitis. The last episode was 6 years prior to this presentation. At that time, magnetic resonance cholangiopancreatography (MRCP) did not reveal pancreatic divisum, annular pancreas, biliary strictures, or a pancreatic mass. Esophagogastroduodenoscopy peformed during the same hospitalization showed mild gastritis. His recurrent pancreatitis was deemed idiopathic.

His medications were folic acid, cholecalciferol, lisinopril, metoprolol, omeprazole, simvastatin, aspirin, and weekly methotrexate. His sister had breast and ovarian cancer, and his brother had gastric cancer. He had two subcentimeter tubular adenomas removed during a screening colonoscopy 3 years prior. He had a 30 pack-year smoking history and quit 28 years earlier. He did not use alcohol or drugs. He was a retired chemical plant worker.

Choledocholithiasis (as discrete stones or biliary sludge) can trigger pancreatitis despite a cholecystectomy, but the recurrent episodes and negative MRCP should prompt consideration of other causes, such as alcohol. Hypercalcemia, hypertriglyceridemia, and medications are infrequent causes of pancreatic inflammation. IgG4-related disease (IgG4-RD) causes autoimmune pancreatitis and can infiltrate the eyelids, lacrimal glands, extraocular muscles, or orbital connective tissue. Malignancy of the pancreas or ampulla can trigger pancreatitis by causing pancreatic duct obstruction but would not go undetected for 13 years.

The patient was evaluated by an ophthalmologist and a neurologist. His heart rate was 52 beats per minute and blood pressure, 174/70 mm Hg; other vital signs were normal. He had conjunctival chemosis, ptosis, and nonpulsatile proptosis of the left eye with tenderness and increased resistance to retropulsion compared to the right eye (Figure 1). Visual acuity was 20/25 for the right eye and hand motions only in the left eye. The pupils were reactive and symmetric without afferent pupillary defect. There was no optic nerve swelling or pallor. Abduction, adduction, and elevation of the left eye were restricted and associated with diplopia. Movement of the right eye was unrestricted. There was no other facial asymmetry. Facial sensation was normal. Corneal reflexes were intact. Shoulder shrug strength was equal and symmetric. Tongue protrusion was midline. Olfaction and hearing were not assessed. Strength, sensation, and deep tendon reflexes were normal in all extremities. The plantar response was flexor bilaterally.

The left eye exhibited conjunctival chemosis, ptosis, and proptosis with increased resistance to retropulsion

Unilateral ptosis, chemosis, proptosis, ophthalmoplegia, eye tenderness, and visual loss collectively point to a space-occupying orbital disease. Orbital masses are caused by cancers, infections such as mucormycosis (usually in an immunocompromised host), and inflammatory disorders such as thyroid orbitopathy, sarcoidosis, IgG4-related orbitopathy, granulomatosis with polyangiitis, and orbital pseudotumor (idiopathic inflammation of the orbit). Chemosis reflects edema of the conjunctiva, which can arise from direct conjunctival injury (eg, allergy, infection, or trauma), interruption of the venous drainage of the conjunctiva by vascular disorders (eg, cavernous sinus thrombosis or carotid-cavernous fistula), or space-occupying diseases of the orbit. Monocular visual loss arises from a prechiasmal lesion, and acute monocular visual loss is more commonly caused by posterior ocular pathology (eg, retina or optic nerve) than anterior disease (eg, keratitis). Visual loss in the presence of an orbital process suggests a compressive or infiltrative disease of the optic nerve.

Complete blood count, comprehensive metabolic panel, erythrocyte sedimentation rate, C-reactive protein, and thyroid function tests were normal. Interferon-gamma release assay, HIV antibody, rapid plasma reagin, Lyme antibody, antinuclear antibody, and antineutrophil cytoplasmic antibody (ANCA) tests were negative. A noncontrast computed tomography (CT) scan of the head revealed thickening of the left inferior rectus muscle. Orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging demonstrated a T2 hyperintense, heterogeneous 1.4-cm mass in the left inferior rectus muscle (Figure 2). There was no carotid-cavernous fistula, brain mass, or meningeal enhancement.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

An isolated mass in one ocular muscle raises the probability of a cancer. The most common malignant orbital tumor is B-cell lymphoma. Metastatic cancer to the eye is rare; breast, prostate, and lung cancer account for the majority of cases. The family history of breast and ovarian cancer raises the possibility of a BRCA mutation, which is also associated with gastric, pancreatic, and prostate malignancies. Granulomatosis with polyangiitis may be ANCA negative in localized sino-orbital disease. Biopsy of the orbital mass is the next step.

The patient underwent transconjunctival orbitotomy with excision of the left inferior rectus mass. Two days later, he presented to the emergency department with acute onset epigastric pain, nausea, and vomiting. A comprehensive review of systems, which had not been performed until this visit, revealed an unintentional 20-lb weight loss over the previous 3 months. He had a progressive ache in the left anterior groin that was dull, tender, nonradiating, and worse with weight bearing. He denied melena or hematochezia.

His temperature was 37 °C; heart rate, 98 beats per minute; and blood pressure, 128/63 mm Hg. He had midepigastric tenderness and point tenderness over the anterior iliac spine. White blood cell count was 12,600/μL; hemo globin, 14.5 g/dL; and platelet count, 158,000/μL. Serum lipase was 7,108 U/L. Serum creatinine, calcium, and triglyceride levels were normal. Alkaline phosphatase was 117 U/L (normal, 34-104 U/L); total bilirubin, 1.1 mg/dL; alanine aminotransferase (ALT), 119 U/L (normal, 7-52 U/L); and aspartate aminotransferase (AST), 236 U/L (normal, 13-39 U/L). Troponin I was undetectable, and an electrocardiogram demonstrated sinus tachycardia. Urinalysis was normal.

Concomitant pancreatitis and hepatitis with an elevated AST-to-ALT ratio should prompt evaluation of recurrent choledocholithiasis and a repeat inquiry about alcohol use. His medications should be reviewed for an association with pancreatitis. Anterior groin discomfort usually reflects osteoarthritis of the hip joint, inguinal hernia, or inguinal lymphadenopathy. Groin pain may be referred from spinal nerve root compression, aortoiliac occlusion, or nephrolithiasis. Weight loss in the presence of an inferior rectus mass suggests one of the aforementioned systemic diseases with orbital manifestations. Pancreatitis and groin discomfort may be important clues, but the chronicity of the recurrent pancreatitis and the high prevalence of hip osteoarthritis make it equally likely that they are unrelated to the eye disease.

CT scan of the abdomen and pelvis with contrast showed peripancreatic edema with fat stranding but no pancreatic or hepatobiliary mass. The common bile duct was normal. A 2.2×1.3-cm mass in the right posterior subphrenic space, a lytic lesion in the left anterior inferior iliac spine, and right nonobstructive nephrolithiasis were identified. CT scan of the chest with contrast showed multiple subpleural nodules and innumerable parenchymal nodules. Subcentimeter hilar, mediastinal, and prevascular lymphadenopathy were present, as well as multiple sclerotic lesions in the right fourth and sixth ribs. Prostate-specific antigen was 0.7 ng/mL (normal, ≤ 4.0 ng/mL). Cancer antigen 19-9 level was 5.5 U/mL (normal, < 37.0 U/mL), and carcinoembryonic antigen (CEA) was 100.1 ng/mL (normal, 0-3 U/mL).

Widespread pulmonary nodules, diffuse lymphadenopathy, and bony lesions raise concern for a metastatic malignancy. There is no evidence of a primary carcinoma. The lack of hepatic involvement reduces the likelihood of a gastrointestinal tumor, although a rectal cancer, which may drain directly into the inferior vena cava and bypass the portal circulation, could present as lung metastases on CT imaging. Lymphoma is plausible given the diffuse lymphadenopathy and orbital mass. Sarcoidosis and histiocytic disorders (eg, Langerhans cell histiocytosis) also cause orbital disease, pulmonary nodules, lymphadenopathy, and bone lesions, although a subphrenic mass would be atypical for both disorders; furthermore, the majority of patients with adult Langerhans cell histiocytosis smoke cigarettes. The elevated CEA makes a metastatic solid tumor more likely than lymphoma but does not specify the location of the primary tumor.

Pathology of the inferior rectus muscle mass showed well-differentiated adenocarcinoma (Figure 3A and 3B). A CT-guided biopsy of the left anterior inferior iliac spine revealed well-differentiated adenocarcinoma (Figure 3C). Adenocarcinoma of unknown primary wasdiagnosed.

Subsequent immunohistochemical (IHC) staining was positive for cytokeratin 7 (CK7) and mucicarmine (Figure 3D and 3E) and negative for cytokeratin 20 (CK20) and thyroid transcription factor 1 (TTF1). This IHC profile suggested pancreatic or upper gastrointestinal tract lineage. Positron emission tomography–CT (PET-CT) scan was aborted because of dyspnea and chest pressure following contrast administration. He declined further imaging or endoscopy. He received palliative radiation and three cycles of paclitaxel and gemcitabine for cancer of unknown primary (CUP). Two months later, he developed bilateral upper-arm weakness due to C7 and T2 cord compression from vertebral and epidural metastases; his symptoms progressed despite salvage chemotherapy. He was transitioned to comfort care and died at home 9 months after diagnosis.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

DISCUSSION

This patient’s new headache and ocular abnormalities led to the discovery of an inferior rectus muscle mass. Initially unrecognized unintentional weight loss and hip pain recast a localized orbital syndrome as a systemic disease with pancreatic, ocular, pulmonary, lymph node, and skeletal pathology. Biopsies of the orbital rectus muscle and iliac bone demonstrated metastatic adenocarcinoma. Imaging studies did not identify a primary cancer, but IHC analysis suggested carcinoma of upper gastrointestinal or pancreatic origin.

Acute and chronic pancreatitis are both associated with pancreatic cancer.1 Chronic pancreatitis is associated with an increasing cumulative risk of pancreatic cancer; a potential mechanism is chronic inflammation with malignant transformation.2,3 There is also a 20-fold increased risk of pancreatic cancer in the first 2 years following an episode of acute pancreatitis,4 which may develop from malignant pancreatic duct obstruction. Although the post–acute pancreatitis risk of pancreatic cancer attenuates over time, a two-fold increased risk of pancreatic cancer remains after 10 years,4 which suggests that acute pancreatitis (particularly when idiopathic) either contributes to or shares pathogenesis with pancreatic adenocarcinoma. In elderly patients without gallstones or alcohol use, an abdominal CT scan or MRI shortly after resolution of the acute pancreatitis may be considered to assess for an underlying pancreatic tumor.5

CUP is a histologically defined malignancy without a known primary anatomic site despite an extensive evaluation. CUP accounts for up to 10% of all cancer diagnoses.6 CUP is ascribed to a primary cancer that remains too small to be detected or spontaneous regression of the primary cancer.7 Approximately 70% of autopsies of patients with CUP identify the primary tumor, which most commonly originates in the lung, gastrointestinal tract, breast, or pancreas.8

When a metastatic focus of cancer is found but the initial diagnostic evaluation (including CT scan of the chest, abdomen, and pelvis) fails to locate a primary cancer, the next step in searching for the tissue of origin is an IHC analysis of the tumor specimen. IHC analysis is a multistep staining process that can identify major categories of cancer, including carcinoma (adenocarcinoma, squamous cell carcinoma, and neuroendocrine carcinoma) and poorly or undifferentiated neoplasms (including carcinoma, lymphoma, sarcoma, or melanoma). Eighty-five percent of CUP cases are adenocarcinoma, 10% are squamous cell carcinoma, and the remaining 5% are undifferentiated neoplasms.9

There are no consensus guidelines for imaging in patients with CUP who have already undergone a CT scan of the chest, abdomen, and pelvis. Mammography is indicated in women with metastatic adenocarcinoma or axillary lymphadenopathy.7 MRI of the breast is obtained when mammography is nondiagnostic and the suspicion for breast cancer is high. Small clinical studies and meta-analyses support the use of PET-CT scans,7 although one study found that a PET-CT scan was not superior to CT imaging in identifying the primary tumor site in CUP.10 Endoscopy of the upper airway or gastrointestinal tract is rarely diagnostic in the absence of referable symptoms or a suggestive IHC profile (eg, CK7−, CK20+ suggestive of colon cancer).6

Molecular cancer classification has emerged as a useful diagnostic technique in CUP. Cancer cells retain gene expression patterns based on cellular origin, and a tumor’s profile can be compared with a reference database of known cancers, aiding in the identification of the primary tumor type. Molecular cancer classifier assays that use gene expression profiling can accurately determine a primary site11 and have been shown to be concordant with IHC testing.12 Molecular cancer classification is distinct from genetic assays that identify mutations for which there are approved therapies. Serum tumor markers are generally not useful in establishing the primary tumor and should be considered based on the clinical presentation (eg, prostate-specific antigen testing in a man with adenocarcinoma of unknown primary and osteoblastic metastases).

CUP is classified as favorable or unfavorable based on the IHC, pattern of spread, and serum markers in certain cases.6 Approximately 20% of CUP patients can be categorized into favorable subsets, such as adenocarcinoma in a single axillary lymph node in a female patient suggestive of a breast primary cancer, or squamous cell carcinoma in a cervical lymph node suggestive of a head or neck primary cancer.7 The remaining 80% of cases are categorized as unfavorable CUP and often have multiple metastases. Our patient’s pattern of spread and limited response to chemotherapy is characteristic of the unfavorable subset of CUP. The median survival of this group is 9 months, and only 25% of patients survive longer than 1 year.13

Biomarker-driven treatment of specific molecular targets independent of the tissue of origin (tissue-agnostic therapy) has shown promising results in the treatment of skin, lung, thyroid, colorectal, and gastric cancers.14 Pembrolizumab was the first drug approved by the US Food and Drug Administration based on a tumor’s biomarker without regard to its primary location. Data to support this approach for treating CUP are evolving and offer hope for patients with specific molecular targets.

Following the focused neuro-ophthalmologic evaluations, with focused examination and imaging, the hospitalist’s review of systems at the time of the final admission for pancreatitis set in motion an evaluation that led to a diagnosis of metastatic cancer. The risk factor of recurrent pancreatitis and IHC results suggested that pancreatic adenocarcinoma was the most likely primary tumor. As the focus of cancer treatment shifts away from the tissue of origin and toward molecular and genetic profiles, the search for the primary site may decrease in importance. In the future, even when we do not know the cancer’s origin, we may still know precisely what to do. But for now, as in this patient, our treatments continue to be based on a tumor that is out of sight, but not out of mind.

KEY TEACHING POINTS

  • Acute and chronic pancreatitis are associated with an increased risk of pancreatic adenocarcinoma.
  • CUP is a cancer in which diagnostic testing does not identify a primary tumor site. Immunohistochemistry and molecular analysis, imaging, and endoscopy are utilized selectively to identify a primary tumor type.
  • Treatment of CUP currently depends on the suspected tissue of origin and pattern of spread.
  • Tissue-agnostic therapy could allow for treatment for CUP patients independent of the tissue of origin.

Acknowledgments

We thank Andrew Mick, OD, for his review of an earlier version of this manuscript and Peter Phillips, MD, for his interpretation of the pathologic images.

A 73-year-old man presented to clinic with 6 weeks of headache. He occasionally experienced generalized headaches throughout his life that resolved with naproxen. His new headache was characterized by a progressively worsening sensation of left-eye pressure with radiation to the left temple. Over the previous week, he had intermittent diplopia, left ptosis, and left lacrimation. He denied head trauma, fever, vision loss, photophobia, dysphagia, dysarthria, nausea, vomiting, or jaw claudication.

Primary headaches include tension type, migraine, and trigeminal autonomic cephalalgias (eg, cluster headache). A new headache in an older patient, particularly if protracted and progressive, prioritizes consideration of a secondary headache, which may reflect pathology within the brain parenchyma (eg, intracranial mass), blood vessels (eg, giant cell arteritis), meninges (eg, meningitis), or ventricles (eg, intraventricular cyst). Eye pain may arise from ocular and extraocular disease. Corneal abrasions, infectious keratitis, scleritis, uveitis, or acute angle-closure glaucoma are painful, although the latter is less likely given the prolonged duration of symptoms. Thyroid eye disease or other infiltrative disorders of the orbit can also cause eye discomfort.

Ptosis commonly results from degeneration of the levator aponeurosis. Other causes include third cranial nerve palsy and myasthenia gravis. Interruption of sympathetic innervation of the eyelid by lesions in the brain stem, spinal cord, lung (eg, Pancoast tumor), or cavernous sinus also can result in ptosis.

Whether the patient has monocular or binocular diplopia is uncertain. Monocular diplopia persists with only one eye open and can arise from uncorrected refractive error, corneal irregularities, lenticular opacities, or unilateral macular disease. Binocular diplopia develops from ocular misalignment due to neuromuscular weakness, extraocular muscle entrapment, or an orbital mass displacing the globe. An orbital mass would also explain the unilateral headache and unilateral ptosis.

His medical history included coronary artery disease, seronegative rheumatoid arthritis, osteoporosis, benign prostatic hypertrophy, and ureteral strictures from chronic nephrolithiasis. Following a cholecystectomy for gallstone pancreatitis 13 years earlier, he was hospitalized five more times for pancreatitis. The last episode was 6 years prior to this presentation. At that time, magnetic resonance cholangiopancreatography (MRCP) did not reveal pancreatic divisum, annular pancreas, biliary strictures, or a pancreatic mass. Esophagogastroduodenoscopy peformed during the same hospitalization showed mild gastritis. His recurrent pancreatitis was deemed idiopathic.

His medications were folic acid, cholecalciferol, lisinopril, metoprolol, omeprazole, simvastatin, aspirin, and weekly methotrexate. His sister had breast and ovarian cancer, and his brother had gastric cancer. He had two subcentimeter tubular adenomas removed during a screening colonoscopy 3 years prior. He had a 30 pack-year smoking history and quit 28 years earlier. He did not use alcohol or drugs. He was a retired chemical plant worker.

Choledocholithiasis (as discrete stones or biliary sludge) can trigger pancreatitis despite a cholecystectomy, but the recurrent episodes and negative MRCP should prompt consideration of other causes, such as alcohol. Hypercalcemia, hypertriglyceridemia, and medications are infrequent causes of pancreatic inflammation. IgG4-related disease (IgG4-RD) causes autoimmune pancreatitis and can infiltrate the eyelids, lacrimal glands, extraocular muscles, or orbital connective tissue. Malignancy of the pancreas or ampulla can trigger pancreatitis by causing pancreatic duct obstruction but would not go undetected for 13 years.

The patient was evaluated by an ophthalmologist and a neurologist. His heart rate was 52 beats per minute and blood pressure, 174/70 mm Hg; other vital signs were normal. He had conjunctival chemosis, ptosis, and nonpulsatile proptosis of the left eye with tenderness and increased resistance to retropulsion compared to the right eye (Figure 1). Visual acuity was 20/25 for the right eye and hand motions only in the left eye. The pupils were reactive and symmetric without afferent pupillary defect. There was no optic nerve swelling or pallor. Abduction, adduction, and elevation of the left eye were restricted and associated with diplopia. Movement of the right eye was unrestricted. There was no other facial asymmetry. Facial sensation was normal. Corneal reflexes were intact. Shoulder shrug strength was equal and symmetric. Tongue protrusion was midline. Olfaction and hearing were not assessed. Strength, sensation, and deep tendon reflexes were normal in all extremities. The plantar response was flexor bilaterally.

The left eye exhibited conjunctival chemosis, ptosis, and proptosis with increased resistance to retropulsion

Unilateral ptosis, chemosis, proptosis, ophthalmoplegia, eye tenderness, and visual loss collectively point to a space-occupying orbital disease. Orbital masses are caused by cancers, infections such as mucormycosis (usually in an immunocompromised host), and inflammatory disorders such as thyroid orbitopathy, sarcoidosis, IgG4-related orbitopathy, granulomatosis with polyangiitis, and orbital pseudotumor (idiopathic inflammation of the orbit). Chemosis reflects edema of the conjunctiva, which can arise from direct conjunctival injury (eg, allergy, infection, or trauma), interruption of the venous drainage of the conjunctiva by vascular disorders (eg, cavernous sinus thrombosis or carotid-cavernous fistula), or space-occupying diseases of the orbit. Monocular visual loss arises from a prechiasmal lesion, and acute monocular visual loss is more commonly caused by posterior ocular pathology (eg, retina or optic nerve) than anterior disease (eg, keratitis). Visual loss in the presence of an orbital process suggests a compressive or infiltrative disease of the optic nerve.

Complete blood count, comprehensive metabolic panel, erythrocyte sedimentation rate, C-reactive protein, and thyroid function tests were normal. Interferon-gamma release assay, HIV antibody, rapid plasma reagin, Lyme antibody, antinuclear antibody, and antineutrophil cytoplasmic antibody (ANCA) tests were negative. A noncontrast computed tomography (CT) scan of the head revealed thickening of the left inferior rectus muscle. Orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging demonstrated a T2 hyperintense, heterogeneous 1.4-cm mass in the left inferior rectus muscle (Figure 2). There was no carotid-cavernous fistula, brain mass, or meningeal enhancement.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

An isolated mass in one ocular muscle raises the probability of a cancer. The most common malignant orbital tumor is B-cell lymphoma. Metastatic cancer to the eye is rare; breast, prostate, and lung cancer account for the majority of cases. The family history of breast and ovarian cancer raises the possibility of a BRCA mutation, which is also associated with gastric, pancreatic, and prostate malignancies. Granulomatosis with polyangiitis may be ANCA negative in localized sino-orbital disease. Biopsy of the orbital mass is the next step.

The patient underwent transconjunctival orbitotomy with excision of the left inferior rectus mass. Two days later, he presented to the emergency department with acute onset epigastric pain, nausea, and vomiting. A comprehensive review of systems, which had not been performed until this visit, revealed an unintentional 20-lb weight loss over the previous 3 months. He had a progressive ache in the left anterior groin that was dull, tender, nonradiating, and worse with weight bearing. He denied melena or hematochezia.

His temperature was 37 °C; heart rate, 98 beats per minute; and blood pressure, 128/63 mm Hg. He had midepigastric tenderness and point tenderness over the anterior iliac spine. White blood cell count was 12,600/μL; hemo globin, 14.5 g/dL; and platelet count, 158,000/μL. Serum lipase was 7,108 U/L. Serum creatinine, calcium, and triglyceride levels were normal. Alkaline phosphatase was 117 U/L (normal, 34-104 U/L); total bilirubin, 1.1 mg/dL; alanine aminotransferase (ALT), 119 U/L (normal, 7-52 U/L); and aspartate aminotransferase (AST), 236 U/L (normal, 13-39 U/L). Troponin I was undetectable, and an electrocardiogram demonstrated sinus tachycardia. Urinalysis was normal.

Concomitant pancreatitis and hepatitis with an elevated AST-to-ALT ratio should prompt evaluation of recurrent choledocholithiasis and a repeat inquiry about alcohol use. His medications should be reviewed for an association with pancreatitis. Anterior groin discomfort usually reflects osteoarthritis of the hip joint, inguinal hernia, or inguinal lymphadenopathy. Groin pain may be referred from spinal nerve root compression, aortoiliac occlusion, or nephrolithiasis. Weight loss in the presence of an inferior rectus mass suggests one of the aforementioned systemic diseases with orbital manifestations. Pancreatitis and groin discomfort may be important clues, but the chronicity of the recurrent pancreatitis and the high prevalence of hip osteoarthritis make it equally likely that they are unrelated to the eye disease.

CT scan of the abdomen and pelvis with contrast showed peripancreatic edema with fat stranding but no pancreatic or hepatobiliary mass. The common bile duct was normal. A 2.2×1.3-cm mass in the right posterior subphrenic space, a lytic lesion in the left anterior inferior iliac spine, and right nonobstructive nephrolithiasis were identified. CT scan of the chest with contrast showed multiple subpleural nodules and innumerable parenchymal nodules. Subcentimeter hilar, mediastinal, and prevascular lymphadenopathy were present, as well as multiple sclerotic lesions in the right fourth and sixth ribs. Prostate-specific antigen was 0.7 ng/mL (normal, ≤ 4.0 ng/mL). Cancer antigen 19-9 level was 5.5 U/mL (normal, < 37.0 U/mL), and carcinoembryonic antigen (CEA) was 100.1 ng/mL (normal, 0-3 U/mL).

Widespread pulmonary nodules, diffuse lymphadenopathy, and bony lesions raise concern for a metastatic malignancy. There is no evidence of a primary carcinoma. The lack of hepatic involvement reduces the likelihood of a gastrointestinal tumor, although a rectal cancer, which may drain directly into the inferior vena cava and bypass the portal circulation, could present as lung metastases on CT imaging. Lymphoma is plausible given the diffuse lymphadenopathy and orbital mass. Sarcoidosis and histiocytic disorders (eg, Langerhans cell histiocytosis) also cause orbital disease, pulmonary nodules, lymphadenopathy, and bone lesions, although a subphrenic mass would be atypical for both disorders; furthermore, the majority of patients with adult Langerhans cell histiocytosis smoke cigarettes. The elevated CEA makes a metastatic solid tumor more likely than lymphoma but does not specify the location of the primary tumor.

Pathology of the inferior rectus muscle mass showed well-differentiated adenocarcinoma (Figure 3A and 3B). A CT-guided biopsy of the left anterior inferior iliac spine revealed well-differentiated adenocarcinoma (Figure 3C). Adenocarcinoma of unknown primary wasdiagnosed.

Subsequent immunohistochemical (IHC) staining was positive for cytokeratin 7 (CK7) and mucicarmine (Figure 3D and 3E) and negative for cytokeratin 20 (CK20) and thyroid transcription factor 1 (TTF1). This IHC profile suggested pancreatic or upper gastrointestinal tract lineage. Positron emission tomography–CT (PET-CT) scan was aborted because of dyspnea and chest pressure following contrast administration. He declined further imaging or endoscopy. He received palliative radiation and three cycles of paclitaxel and gemcitabine for cancer of unknown primary (CUP). Two months later, he developed bilateral upper-arm weakness due to C7 and T2 cord compression from vertebral and epidural metastases; his symptoms progressed despite salvage chemotherapy. He was transitioned to comfort care and died at home 9 months after diagnosis.

T2-weighted coronal orbital magnetic resonance imaging (MRI) with gadolinium and fluid-attenuated inversion recovery imaging showed a hyperintense, heterogeneous 1.4×1.2×1.2-cm mass in the left inferior rectus muscle

DISCUSSION

This patient’s new headache and ocular abnormalities led to the discovery of an inferior rectus muscle mass. Initially unrecognized unintentional weight loss and hip pain recast a localized orbital syndrome as a systemic disease with pancreatic, ocular, pulmonary, lymph node, and skeletal pathology. Biopsies of the orbital rectus muscle and iliac bone demonstrated metastatic adenocarcinoma. Imaging studies did not identify a primary cancer, but IHC analysis suggested carcinoma of upper gastrointestinal or pancreatic origin.

Acute and chronic pancreatitis are both associated with pancreatic cancer.1 Chronic pancreatitis is associated with an increasing cumulative risk of pancreatic cancer; a potential mechanism is chronic inflammation with malignant transformation.2,3 There is also a 20-fold increased risk of pancreatic cancer in the first 2 years following an episode of acute pancreatitis,4 which may develop from malignant pancreatic duct obstruction. Although the post–acute pancreatitis risk of pancreatic cancer attenuates over time, a two-fold increased risk of pancreatic cancer remains after 10 years,4 which suggests that acute pancreatitis (particularly when idiopathic) either contributes to or shares pathogenesis with pancreatic adenocarcinoma. In elderly patients without gallstones or alcohol use, an abdominal CT scan or MRI shortly after resolution of the acute pancreatitis may be considered to assess for an underlying pancreatic tumor.5

CUP is a histologically defined malignancy without a known primary anatomic site despite an extensive evaluation. CUP accounts for up to 10% of all cancer diagnoses.6 CUP is ascribed to a primary cancer that remains too small to be detected or spontaneous regression of the primary cancer.7 Approximately 70% of autopsies of patients with CUP identify the primary tumor, which most commonly originates in the lung, gastrointestinal tract, breast, or pancreas.8

When a metastatic focus of cancer is found but the initial diagnostic evaluation (including CT scan of the chest, abdomen, and pelvis) fails to locate a primary cancer, the next step in searching for the tissue of origin is an IHC analysis of the tumor specimen. IHC analysis is a multistep staining process that can identify major categories of cancer, including carcinoma (adenocarcinoma, squamous cell carcinoma, and neuroendocrine carcinoma) and poorly or undifferentiated neoplasms (including carcinoma, lymphoma, sarcoma, or melanoma). Eighty-five percent of CUP cases are adenocarcinoma, 10% are squamous cell carcinoma, and the remaining 5% are undifferentiated neoplasms.9

There are no consensus guidelines for imaging in patients with CUP who have already undergone a CT scan of the chest, abdomen, and pelvis. Mammography is indicated in women with metastatic adenocarcinoma or axillary lymphadenopathy.7 MRI of the breast is obtained when mammography is nondiagnostic and the suspicion for breast cancer is high. Small clinical studies and meta-analyses support the use of PET-CT scans,7 although one study found that a PET-CT scan was not superior to CT imaging in identifying the primary tumor site in CUP.10 Endoscopy of the upper airway or gastrointestinal tract is rarely diagnostic in the absence of referable symptoms or a suggestive IHC profile (eg, CK7−, CK20+ suggestive of colon cancer).6

Molecular cancer classification has emerged as a useful diagnostic technique in CUP. Cancer cells retain gene expression patterns based on cellular origin, and a tumor’s profile can be compared with a reference database of known cancers, aiding in the identification of the primary tumor type. Molecular cancer classifier assays that use gene expression profiling can accurately determine a primary site11 and have been shown to be concordant with IHC testing.12 Molecular cancer classification is distinct from genetic assays that identify mutations for which there are approved therapies. Serum tumor markers are generally not useful in establishing the primary tumor and should be considered based on the clinical presentation (eg, prostate-specific antigen testing in a man with adenocarcinoma of unknown primary and osteoblastic metastases).

CUP is classified as favorable or unfavorable based on the IHC, pattern of spread, and serum markers in certain cases.6 Approximately 20% of CUP patients can be categorized into favorable subsets, such as adenocarcinoma in a single axillary lymph node in a female patient suggestive of a breast primary cancer, or squamous cell carcinoma in a cervical lymph node suggestive of a head or neck primary cancer.7 The remaining 80% of cases are categorized as unfavorable CUP and often have multiple metastases. Our patient’s pattern of spread and limited response to chemotherapy is characteristic of the unfavorable subset of CUP. The median survival of this group is 9 months, and only 25% of patients survive longer than 1 year.13

Biomarker-driven treatment of specific molecular targets independent of the tissue of origin (tissue-agnostic therapy) has shown promising results in the treatment of skin, lung, thyroid, colorectal, and gastric cancers.14 Pembrolizumab was the first drug approved by the US Food and Drug Administration based on a tumor’s biomarker without regard to its primary location. Data to support this approach for treating CUP are evolving and offer hope for patients with specific molecular targets.

Following the focused neuro-ophthalmologic evaluations, with focused examination and imaging, the hospitalist’s review of systems at the time of the final admission for pancreatitis set in motion an evaluation that led to a diagnosis of metastatic cancer. The risk factor of recurrent pancreatitis and IHC results suggested that pancreatic adenocarcinoma was the most likely primary tumor. As the focus of cancer treatment shifts away from the tissue of origin and toward molecular and genetic profiles, the search for the primary site may decrease in importance. In the future, even when we do not know the cancer’s origin, we may still know precisely what to do. But for now, as in this patient, our treatments continue to be based on a tumor that is out of sight, but not out of mind.

KEY TEACHING POINTS

  • Acute and chronic pancreatitis are associated with an increased risk of pancreatic adenocarcinoma.
  • CUP is a cancer in which diagnostic testing does not identify a primary tumor site. Immunohistochemistry and molecular analysis, imaging, and endoscopy are utilized selectively to identify a primary tumor type.
  • Treatment of CUP currently depends on the suspected tissue of origin and pattern of spread.
  • Tissue-agnostic therapy could allow for treatment for CUP patients independent of the tissue of origin.

Acknowledgments

We thank Andrew Mick, OD, for his review of an earlier version of this manuscript and Peter Phillips, MD, for his interpretation of the pathologic images.

References

1. Sadr-Azodi O, Oskarsson V, Discacciati A, Videhult P, Askling J, Ekbom A. Pancreatic cancer following acute pancreatitis: a population-based matched cohort study. Am J Gastroenterol. 2018;113(111):1711-1719. https://doi.org/10.1038/s41395-018-0255-9
2. Duell EJ, Lucenteforte E, Olson SH, et al. Pancreatitis and pancreatic cancer risk: a pooled analysis in the International Pancreatic Cancer Case-Control Consortium (PanC4). Ann Oncol. 2012;23(11):2964-2970. https://doi.org/10.1093/annonc/mds140
3. Ekbom A, McLaughlin JK, Nyren O. Pancreatitis and the risk of pancreatic cancer. N Engl J Med. 1993;329(20):1502-1503. https://doi.org/10.1056/NEJM199311113292016
4. Kirkegard J, Cronin-Fenton D, Heide-Jorgensen U, Mortensen FV. Acute pancreatitis and pancreatic cancer risk: a nationwide matched-cohort study in Denmark. Gastroenterology. 2018;154(156):1729-1736. https://doi.org/10.1053/j.gastro.2018.02.011
5. Frampas E, Morla O, Regenet N, Eugene T, Dupas B, Meurette G. A solid pancreatic mass: tumour or inflammation? Diagn Interv Imaging. 2013;94(7-8):741-755. https://doi.org/10.1016/j.diii.2013.03.013
6. Varadhachary GR, Raber MN. Cancer of unknown primary site. N Engl J Med. 2014;371(8):757-765. https://doi.org/10.1056/NEJMra1303917
7. Bochtler T, Löffler H, Krämer A. Diagnosis and management of metastatic neoplasms with unknown primary. Semin Diagn Pathol. 2017. 2018;35(3):199-206. https://doi.org//10.1053/j.semdp.2017.11.013
8. Pentheroudakis G, Golfinopoulos V, Pavlidis N. Switching benchmarks in cancer of unknown primary: from autopsy to microarray. Eur J Cancer. 2007;43(14):2026-2036. https://doi.org/10.1016/j.ejca.2007.06.023
9. Pavlidis N, Fizazi K. Carcinoma of unknown primary (CUP). Crit Rev Oncol Hematol. 2009;69(3):271-278. https://doi.org/10.1016/j.critrevonc.2008.09.005
10. Moller AK, Loft A, Berthelsen AK, et al. A prospective comparison of 18F-FDG PET/CT and CT as diagnostic tools to identify the primary tumor site in patients with extracervical carcinoma of unknown primary site. Oncologist. 2012;17(9):1146-1154. https://doi.org/10.1634/theoncologist.2011-0449
11. Economopoulou P, Mountzios G, Pavlidis N, Pentheroudakis G. Cancer of unknown primary origin in the genomic era: elucidating the dark box of cancer. Cancer Treat Rev. 2015;41(7):598-604. https://doi.org/10.1016/j.ctrv.2015.05.010
12. Greco FA. Molecular diagnosis of the tissue of origin in cancer of unknown primary site: useful in patient management. Curr Treat Options Oncol. 2013;14(4):634-642. https://doi.org/10.1007/s11864-013-0257-1
13. Massard C, Loriot Y, Fizazi K. Carcinomas of an unknown primary origin—diagnosis and treatment. Nat Rev Clin Oncol. 2011;8(12):701-710. https://doi.org/10.1038/nrclinonc.2011.158
14. Luoh SW, Flaherty KT. When tissue is no longer the issue: tissue-agnostic cancer therapy comes of age. Ann Intern Med. 2018;169(4):233-239. https://doi.org/10.7326/M17-2832

References

1. Sadr-Azodi O, Oskarsson V, Discacciati A, Videhult P, Askling J, Ekbom A. Pancreatic cancer following acute pancreatitis: a population-based matched cohort study. Am J Gastroenterol. 2018;113(111):1711-1719. https://doi.org/10.1038/s41395-018-0255-9
2. Duell EJ, Lucenteforte E, Olson SH, et al. Pancreatitis and pancreatic cancer risk: a pooled analysis in the International Pancreatic Cancer Case-Control Consortium (PanC4). Ann Oncol. 2012;23(11):2964-2970. https://doi.org/10.1093/annonc/mds140
3. Ekbom A, McLaughlin JK, Nyren O. Pancreatitis and the risk of pancreatic cancer. N Engl J Med. 1993;329(20):1502-1503. https://doi.org/10.1056/NEJM199311113292016
4. Kirkegard J, Cronin-Fenton D, Heide-Jorgensen U, Mortensen FV. Acute pancreatitis and pancreatic cancer risk: a nationwide matched-cohort study in Denmark. Gastroenterology. 2018;154(156):1729-1736. https://doi.org/10.1053/j.gastro.2018.02.011
5. Frampas E, Morla O, Regenet N, Eugene T, Dupas B, Meurette G. A solid pancreatic mass: tumour or inflammation? Diagn Interv Imaging. 2013;94(7-8):741-755. https://doi.org/10.1016/j.diii.2013.03.013
6. Varadhachary GR, Raber MN. Cancer of unknown primary site. N Engl J Med. 2014;371(8):757-765. https://doi.org/10.1056/NEJMra1303917
7. Bochtler T, Löffler H, Krämer A. Diagnosis and management of metastatic neoplasms with unknown primary. Semin Diagn Pathol. 2017. 2018;35(3):199-206. https://doi.org//10.1053/j.semdp.2017.11.013
8. Pentheroudakis G, Golfinopoulos V, Pavlidis N. Switching benchmarks in cancer of unknown primary: from autopsy to microarray. Eur J Cancer. 2007;43(14):2026-2036. https://doi.org/10.1016/j.ejca.2007.06.023
9. Pavlidis N, Fizazi K. Carcinoma of unknown primary (CUP). Crit Rev Oncol Hematol. 2009;69(3):271-278. https://doi.org/10.1016/j.critrevonc.2008.09.005
10. Moller AK, Loft A, Berthelsen AK, et al. A prospective comparison of 18F-FDG PET/CT and CT as diagnostic tools to identify the primary tumor site in patients with extracervical carcinoma of unknown primary site. Oncologist. 2012;17(9):1146-1154. https://doi.org/10.1634/theoncologist.2011-0449
11. Economopoulou P, Mountzios G, Pavlidis N, Pentheroudakis G. Cancer of unknown primary origin in the genomic era: elucidating the dark box of cancer. Cancer Treat Rev. 2015;41(7):598-604. https://doi.org/10.1016/j.ctrv.2015.05.010
12. Greco FA. Molecular diagnosis of the tissue of origin in cancer of unknown primary site: useful in patient management. Curr Treat Options Oncol. 2013;14(4):634-642. https://doi.org/10.1007/s11864-013-0257-1
13. Massard C, Loriot Y, Fizazi K. Carcinomas of an unknown primary origin—diagnosis and treatment. Nat Rev Clin Oncol. 2011;8(12):701-710. https://doi.org/10.1038/nrclinonc.2011.158
14. Luoh SW, Flaherty KT. When tissue is no longer the issue: tissue-agnostic cancer therapy comes of age. Ann Intern Med. 2018;169(4):233-239. https://doi.org/10.7326/M17-2832

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Things We Do For No Reason™: Serum Serologic Helicobacter pylori Testing

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Things We Do For No Reason™: Serum Serologic Helicobacter pylori Testing

Inspired by the ABIM Foundation’s Choosing Wisely® campaign, the “Things We Do for No Reason” (TWDFNR) series reviews practices that have become common parts of hospital care but may provide little value to our patients. Practices reviewed in the TWDFNR series do not represent clear-cut conclusions or clinical practice standards but are meant as a starting place for research and active discussions among hospitalists and patients. We invite you to be part of that discussion.

CLINICAL SCENARIO

A hospitalist admits a 25-year-old woman for evaluation of a 2-day history of intractable vomiting. The patient reports a 6-month history of intermittent dyspepsia. Vital signs include a normal temperature, tachycardia with a heart rate of 115 beats per minute, and a blood pressure of 100/60 mm Hg. Laboratory studies, including a complete blood count, electrolyte panel, and serum lipase, are normal; a pregnancy test is negative. Computed tomography (CT) of the patient’s abdomen and pelvis shows no abnormalities. The patient rapidly improves after 2 days with fluid resuscitation and supportive care. A serologic Helicobacter pylori test ordered on admission returns positive, prompting the hospitalist to discharge the patient on a course of bismuth quadruple anti-H pylori therapy.

BACKGROUND

H pylori infection causes upper gastrointestinal symptoms and progressive gastric damage, which can lead to peptic ulcer disease and gastric cancer. When H pylori infection is diagnosed, the current American College of Gastroenterology guidelines recommend eradication of the infection.1 Even with a waning prevalence in the United States, H pylori infects approximately 17% of persons aged 20 to 29 years and 57% of persons >70 years.2 Widely available noninvasive testing options for detecting H pylori include the enzyme-linked immunosorbent assay test for immunoglobulin G antibodies (ie, serology), the stool antigen test, and the urea breath test. Invasive options include upper endoscopy with biopsy. An analysis of diagnostic testing in the United States between 2010 and 2012 showed that approximately 70% of first-time testing was serologic.3

WHY YOU MIGHT THINK SEROLOGIC 
H PYLORI TESTING IS HELPFUL

Providers often select serologic testing for H pylori because of the relative ease of obtaining a blood sample compared to obtaining samples for a stool antigen or urea breath test. Stool antigen and the urea breath tests identify active infections and require a large population of H pylori in the stomach. Concurrent treatment with therapies that suppress H pylori, such as antimicrobials, bismuth, or proton pump inhibitors (PPIs), reduces the sensitivity of those tests.4 One study showed that treatment with bismuth reduced the sensitivity of urea breath and stool antigen tests to 50% and 85%, respectively, and that PPIs reduced the sensitivity of the urea breath test and stool antigen test to 60% and 75%, respectively.4 The use of antibiotics, PPIs, or bismuth, however, does not affect the test characteristics of serology.

Invasive testing with endoscopy and biopsy may also yield false-negative results. For example, providers often appropriately start PPI therapy in hospitalized patients with suspected bleeding peptic ulcers. Without concurrent treatment with a PPI, the gastric histology should show the histologic hallmarks of H pylori (ie, acute-on-chronic inflammation), as well as the organisms. However, PPI suppression of the infection and active bleeding may reduce the sensitivity of endoscopic biopsy.5,6 In one study, PPI use decreased sensitivity of histology to approximately 67% compared to polymerase chain reaction testing of the biopsy.6 Bleeding peptic ulcers do not affect the accuracy of serologic testing.

WHY SEROLOGIC TESTING FOR
H PYLORI IS NOT HELPFUL

There are three main issues with H pylori serology testing: (1) decreased sensitivity of these tests compared to other noninvasive tests, (2) inability of serology tests to distinguish between past and active infection (ie, the test is not specific for active infection), and (3) wide availability and use by commercial laboratories of serologic tests that are not approved by the US Food and Drug Administration (FDA).

A multicenter trial in the United States comparing three different serologic tests for H pylori demonstrated sensitivities ranging from 76% to 84%.7 By comparison, the main stool antigen test for H pylori available in the United States has a sensitivity of 93%.8 A recent meta-analysis showed a pooled sensitivity of 96% for urea breath tests.9 These studies demonstrate that the stool antigen and urea breath tests generally eclipse the sensitivity of the available serologic tests.

To further illustrate the issues associated with serologic testing, one may consider a population of 1,000 people with an H pylori prevalence of 35%, the estimated overall prevalence of H pylori in the United States.10 In this population, a serologic test with an 80% sensitivity would result in 70 false-negative results, whereas a urea breath or stool antigen test with a 95% sensitivity would yield only 18 false-negative results. These numbers change drastically with changing prevalence or pretest probability. In some low-prevalence or low-pretest probability scenarios, serologic tests offer little more than a “coin-flip” chance of detecting active H pylori infection (Figure).

Serologic and Urea Breath/Stool Antigen Testing

Serologic testing offers the benefit of an immediate result but at the cost of reduced sensitivity and specificity. The superior accuracy of biopsy and urea breath and stool antigen tests is dependent upon on cessation of antimicrobials, bismuth, and PPI therapy—something that may be difficult to achieve in hospitalized patients. In the majority of cases, however, there is little evidence equating immediate diagnosis of H pylori with improved patient outcomes. The preferred strategy to reduce false-negative results is to defer stool antigen or urea breath testing until patients have been off antimicrobials, bismuth, and PPIs for 4 weeks.

Serologic tests for H pylori may remain positive for years, which decreases the specificity of these tests in confirming active or eradicated infection.11 One study evaluated three different serology tests on 82 patients 6 months after confirmed eradication by urea breath test. In this study, only seven or eight patients tested negative by serology (depending on the serology test)—a specificity of 8% to 10% for active infection.12 Another study showed that even after 1 year of confirmed eradication, 65% of patients remained seropositive, which equates to a specificity of 35%.11 These studies illustrate that serologic testing for H pylori has a very poor ability to distinguish between active and past infection.

An additional common misconception is that a positive serologic test in the absence of prior treatment for, or diagnosis of, H pylori indicates an active infection. Children and adults can spontaneously clear and become reinfected with H pylori.13,14 Therefore, serologic testing for ascertaining active H pylori infection is unreliable.

As noted, the wide availability of non-FDA-approved serologic tests offered by commercial laboratories in the United States creates another problem for serologic testing. Most immunoglobulin A (IgA) and all immunoglobulin M (IgM) tests lack FDA approval and typically have low sensitivity and specificity. One study showed that compared to stool antigen, IgA and IgM serologic tests had a sensitivity of 63% and 7%, respectively.15

WHEN MIGHT SEROLOGIC   H PYLORI TESTING BE HELPFUL?

Despite its limitations, serologic testing for H pylori may have a role in some situations. Clinical scenarios associated with a high pretest probability of H pylori infection (eg, chronic peptic ulcer disease without other risk factors) increase the positive predictive value of H pylori infection. In such a situation, a positive serologic test should prompt initiation of treatment, whereas a negative serologic test does not rule out H pylori infection (Figure). In contrast, in the presence of lower pretest probability symptoms (eg, dyspepsia), positive serologic testing has such a high false-positive rate that providers must first confirm the result with a stool antigen or urea breath test before initiating treatment.

WHAT YOU SHOULD DO INSTEAD

For patients with alarm signs and symptoms and an indication for endoscopy (eg, bleeding peptic ulcer, iron deficiency anemia), providers should use endoscopy with biopsy to diagnose H pylori infection.16 For patients with dyspepsia or nonspecific gastrointestinal symptoms (ie, a low pretest probability of H pylori) and no indication for endoscopy, providers should diagnose active infection with stool antigen or urea breath test. If possible, serologic testing should be avoided. Except in very high pretest probability clinical scenarios, positive serologic tests should be confirmed via stool antigen or urea breath test before initiating treatment. The stool antigen or urea breath test should only be ordered after patients have stopped antibiotics, bismuth, and PPIs for 4 weeks.16 For patients requiring antisecretory therapy, providers can substitute histamine-2 receptor antagonists (H2RA) for the PPIs, as H2RAs do not interfere with either the stool antigen or urea breath test.4 Eradication of H pylori infection should be confirmed through biopsy, urea breath test, or stool antigen test 4 weeks after patients have completed treatment.

RECOMMENDATIONS

  • Use stool antigen or urea breath tests to diagnose H pylori infection noninvasively in patients without an indication for endoscopy.
  • Use endoscopic biopsy with histology to diagnose H pylori infection in patients with an indication for endoscopy.
  • Delay stool antigen and urea breath testing until 4 weeks after patients have ceased using medications that interfere with test results (eg, antibiotics, bismuth, PPIs); H2RAs do not interfere with testing.
  • In cases of a bleeding peptic ulcer with a negative biopsy for H pylori, retest with biopsy after the bleeding resolves or retest using stool antigen or urea breath test.
  • Confirm a positive serologic test via stool antigen or urea breath test before initiating treatment except in very high pretest probability clinical scenarios.
  • Test to confirm eradication with biopsy, urea breath, or stool antigen test in all cases of confirmed H pylori infection.
  • Do not order or try to interpret H pylori IgA and IgM tests as they have no role in the diagnosis or management of H pylori infections.

CONCLUSION

In the clinical scenario, the patient clinically improved with fluid resuscitation and supportive care. The history of unexplained dyspepsia is an indication to assess for H pylori infection with either urea breath test or stool antigen test. Given the positive serologic test, the provider should have retested for active infection with a stool antigen or urea breath test prior to initiating treatment.

Do you think this is a low-value practice? Is this truly a “Thing We Do for No Reason”? Share what you do in your practice and join in the conversation online by retweeting it on Twitter (#TWDFNR) and liking it on Facebook. We invite you to propose ideas for other “Things We Do for No Reason” topics by emailing TWDFNR@hospitalmedicine.org

References

1. Chey WD, Wong BC; Practice Parameters Committee of the American College of Gastroenterology. American College of Gastroenterology guideline on the management of Helicobacter pylori infection. Am J Gastroenterol. 2007;102(8):1808-1825. https://doi.org/10.1111/j.1572-0241.2007.01393.x
2. Everhart JE, Kruszon-Moran D, Perez-Perez GI, Tralka TS, McQuillan G. Seroprevalence and ethnic differences in Helicobacter pylori infection among adults in the United States. J Infect Dis. 2000;181(4):1359-1363. https://doi.org/10.1086/315384
3. Theel ES, Johnson RD, Plumhoff E, Hanson CA. Use of the Optum Labs Data Warehouse to assess test ordering patterns for diagnosis of Helicobacter pylori infection in the United States. J Clin Microbiol. 2015;53(4):1358-1360. https://doi.org/10.1128/jcm.03464-14
4. Bravo LE, Realpe JL, Campo C, Correa P. Effects of acid suppression and bismuth medications on the performance of diagnostic tests for Helicobacter pylori infection. Am J Gastroentrol. 1999;94(9):2380-2383. https://doi.org/10.1111/j.1572-0241.1999.01361.x
5. Logan RP, Walker MM, Misiewicz JJ, Gummett PA, Karim QN, Baron JH. Changes in the intragastric distribution of Helicobacter pylori during treatment with omeprazole. Gut. 1995;36(1):12-16. https://doi.org/10.1136/gut.36.1.12
6. Yakoob J, Jafri W, Abbas Z, Abid S, Islam M, Ahmed Z. The diagnostic yield of various tests for Helicobacter pylori infection in patients on acid-reducing drugs. Dig Dis Sci. 2008;53(1):95-100. https://doi.org/10.1007/s10620-007-9828-y
7. Chey WD, Murthy U, Shaw S, et al. A comparison of three fingerstick, whole blood antibody tests for Helicobacter pylori infection: a United States, multicenter trial. Am J Gastroentrol. 1999;94(6):1512-1516. https://doi.org/10.1111/j.1572-0241.1999.1135_x.x
8. Li YH, Guo H, Zhang PB, Zhao XY, Da SP. Clinical value of Helicobacter pylori stool antigen test, ImmunoCard STAT HpSA, for detecting H pylori infection. World J Gastroenterol. 2004;10(6):913-914. https://doi.org/10.3748/wjg.v10.i6.913
9. Ferwana M, Abdulmajeed I, Alhajiahmed A, et al. Accuracy of urea breath test in Helicobacter pylori infection: meta-analysis. World J Gastroenterol. 2015;21(4):1305-1314. https://doi.org/10.3748/wjg.v21.i4.1305
10. Hooi JK, Lai WY, Ng WK, et al. Global prevalence of Helicobacter pylori infection: systematic review and meta-analysis. Gastroenterology. 2017;153(2):420-429. https://doi.org/10.1053/j.gastro.2017.04.022
11. Cutler AF, Prasad VM. Long-term follow-up of Helicobacter pylori serology after successful eradication. Am J Gastroenterol. 1996;91(1):85-88.
12. Bergey B, Marchildon P, Peacock J, Mégraud PF. What is the role of serology in assessing Helicobacter pylori eradication? Aliment Pharmacol Ther. 2003;18(6):635-639. https://doi.org/10.1046/j.1365-2036.2003.01716.x
13. Duque X, Vilchis J, Mera R, et al. Natural history of Helicobacter pylori infection in Mexican schoolchildren: incidence and spontaneous clearance. J Pediatr Gastroenterol Nutr. 2012;55(2):209. https://doi.org/10.1097/mpg.0b013e318248877f
14. Luzza F, Suraci E, Larussa T, Leone I, Imeneo M. High exposure, spontaneous clearance, and low incidence of active Helicobacter pylori infection: the Sorbo San Basile study. Helicobacter. 2014;19(4):296-305. https://doi.org/10.1111/hel.12133
15. She RC, Wilson AR, Litwin CM. Evaluation of Helicobacter pylori immunoglobulin G (IgG), IgA, and IgM serologic testing compared to stool antigen testing. Clin Vaccine Immunol. 2009;16(8):1253-1255. https://doi.org/10.1128/cvi.00149-09
16. El-Serag HB, Kao JY, Kanwal F, et al. Houston consensus conference on testing for Helicobacter pylori infection in the United States. Clin Gastroenterol Hepatol. 2018;16(7):992-1002. Published correction appears in Clin Gastroenterol Hepatol. 2019;17(4):801. https://doi.org/10.1016/j.cgh.2019.01.006

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Disclosures
Dr Graham reports receipt of grants from the National Institute of Diabetes and Digestive and Kidney Diseases and RedHill Biopharma; nonfinancial support from Phathom Pharmaceuticals; and personal fees from Otsuka Pharmaceutical Co, Ltd, Otsuka, Japan, outside the submitted work.

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1Department of Medicine, Baylor College of Medicine, Houston, Texas; 2Section of Gastroenterology, Michael E. Debakey Veteran Affairs Medical Center, Houston, Texas.

Disclosures
Dr Graham reports receipt of grants from the National Institute of Diabetes and Digestive and Kidney Diseases and RedHill Biopharma; nonfinancial support from Phathom Pharmaceuticals; and personal fees from Otsuka Pharmaceutical Co, Ltd, Otsuka, Japan, outside the submitted work.

Author and Disclosure Information

1Department of Medicine, Baylor College of Medicine, Houston, Texas; 2Section of Gastroenterology, Michael E. Debakey Veteran Affairs Medical Center, Houston, Texas.

Disclosures
Dr Graham reports receipt of grants from the National Institute of Diabetes and Digestive and Kidney Diseases and RedHill Biopharma; nonfinancial support from Phathom Pharmaceuticals; and personal fees from Otsuka Pharmaceutical Co, Ltd, Otsuka, Japan, outside the submitted work.

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Related Articles

Inspired by the ABIM Foundation’s Choosing Wisely® campaign, the “Things We Do for No Reason” (TWDFNR) series reviews practices that have become common parts of hospital care but may provide little value to our patients. Practices reviewed in the TWDFNR series do not represent clear-cut conclusions or clinical practice standards but are meant as a starting place for research and active discussions among hospitalists and patients. We invite you to be part of that discussion.

CLINICAL SCENARIO

A hospitalist admits a 25-year-old woman for evaluation of a 2-day history of intractable vomiting. The patient reports a 6-month history of intermittent dyspepsia. Vital signs include a normal temperature, tachycardia with a heart rate of 115 beats per minute, and a blood pressure of 100/60 mm Hg. Laboratory studies, including a complete blood count, electrolyte panel, and serum lipase, are normal; a pregnancy test is negative. Computed tomography (CT) of the patient’s abdomen and pelvis shows no abnormalities. The patient rapidly improves after 2 days with fluid resuscitation and supportive care. A serologic Helicobacter pylori test ordered on admission returns positive, prompting the hospitalist to discharge the patient on a course of bismuth quadruple anti-H pylori therapy.

BACKGROUND

H pylori infection causes upper gastrointestinal symptoms and progressive gastric damage, which can lead to peptic ulcer disease and gastric cancer. When H pylori infection is diagnosed, the current American College of Gastroenterology guidelines recommend eradication of the infection.1 Even with a waning prevalence in the United States, H pylori infects approximately 17% of persons aged 20 to 29 years and 57% of persons >70 years.2 Widely available noninvasive testing options for detecting H pylori include the enzyme-linked immunosorbent assay test for immunoglobulin G antibodies (ie, serology), the stool antigen test, and the urea breath test. Invasive options include upper endoscopy with biopsy. An analysis of diagnostic testing in the United States between 2010 and 2012 showed that approximately 70% of first-time testing was serologic.3

WHY YOU MIGHT THINK SEROLOGIC 
H PYLORI TESTING IS HELPFUL

Providers often select serologic testing for H pylori because of the relative ease of obtaining a blood sample compared to obtaining samples for a stool antigen or urea breath test. Stool antigen and the urea breath tests identify active infections and require a large population of H pylori in the stomach. Concurrent treatment with therapies that suppress H pylori, such as antimicrobials, bismuth, or proton pump inhibitors (PPIs), reduces the sensitivity of those tests.4 One study showed that treatment with bismuth reduced the sensitivity of urea breath and stool antigen tests to 50% and 85%, respectively, and that PPIs reduced the sensitivity of the urea breath test and stool antigen test to 60% and 75%, respectively.4 The use of antibiotics, PPIs, or bismuth, however, does not affect the test characteristics of serology.

Invasive testing with endoscopy and biopsy may also yield false-negative results. For example, providers often appropriately start PPI therapy in hospitalized patients with suspected bleeding peptic ulcers. Without concurrent treatment with a PPI, the gastric histology should show the histologic hallmarks of H pylori (ie, acute-on-chronic inflammation), as well as the organisms. However, PPI suppression of the infection and active bleeding may reduce the sensitivity of endoscopic biopsy.5,6 In one study, PPI use decreased sensitivity of histology to approximately 67% compared to polymerase chain reaction testing of the biopsy.6 Bleeding peptic ulcers do not affect the accuracy of serologic testing.

WHY SEROLOGIC TESTING FOR
H PYLORI IS NOT HELPFUL

There are three main issues with H pylori serology testing: (1) decreased sensitivity of these tests compared to other noninvasive tests, (2) inability of serology tests to distinguish between past and active infection (ie, the test is not specific for active infection), and (3) wide availability and use by commercial laboratories of serologic tests that are not approved by the US Food and Drug Administration (FDA).

A multicenter trial in the United States comparing three different serologic tests for H pylori demonstrated sensitivities ranging from 76% to 84%.7 By comparison, the main stool antigen test for H pylori available in the United States has a sensitivity of 93%.8 A recent meta-analysis showed a pooled sensitivity of 96% for urea breath tests.9 These studies demonstrate that the stool antigen and urea breath tests generally eclipse the sensitivity of the available serologic tests.

To further illustrate the issues associated with serologic testing, one may consider a population of 1,000 people with an H pylori prevalence of 35%, the estimated overall prevalence of H pylori in the United States.10 In this population, a serologic test with an 80% sensitivity would result in 70 false-negative results, whereas a urea breath or stool antigen test with a 95% sensitivity would yield only 18 false-negative results. These numbers change drastically with changing prevalence or pretest probability. In some low-prevalence or low-pretest probability scenarios, serologic tests offer little more than a “coin-flip” chance of detecting active H pylori infection (Figure).

Serologic and Urea Breath/Stool Antigen Testing

Serologic testing offers the benefit of an immediate result but at the cost of reduced sensitivity and specificity. The superior accuracy of biopsy and urea breath and stool antigen tests is dependent upon on cessation of antimicrobials, bismuth, and PPI therapy—something that may be difficult to achieve in hospitalized patients. In the majority of cases, however, there is little evidence equating immediate diagnosis of H pylori with improved patient outcomes. The preferred strategy to reduce false-negative results is to defer stool antigen or urea breath testing until patients have been off antimicrobials, bismuth, and PPIs for 4 weeks.

Serologic tests for H pylori may remain positive for years, which decreases the specificity of these tests in confirming active or eradicated infection.11 One study evaluated three different serology tests on 82 patients 6 months after confirmed eradication by urea breath test. In this study, only seven or eight patients tested negative by serology (depending on the serology test)—a specificity of 8% to 10% for active infection.12 Another study showed that even after 1 year of confirmed eradication, 65% of patients remained seropositive, which equates to a specificity of 35%.11 These studies illustrate that serologic testing for H pylori has a very poor ability to distinguish between active and past infection.

An additional common misconception is that a positive serologic test in the absence of prior treatment for, or diagnosis of, H pylori indicates an active infection. Children and adults can spontaneously clear and become reinfected with H pylori.13,14 Therefore, serologic testing for ascertaining active H pylori infection is unreliable.

As noted, the wide availability of non-FDA-approved serologic tests offered by commercial laboratories in the United States creates another problem for serologic testing. Most immunoglobulin A (IgA) and all immunoglobulin M (IgM) tests lack FDA approval and typically have low sensitivity and specificity. One study showed that compared to stool antigen, IgA and IgM serologic tests had a sensitivity of 63% and 7%, respectively.15

WHEN MIGHT SEROLOGIC   H PYLORI TESTING BE HELPFUL?

Despite its limitations, serologic testing for H pylori may have a role in some situations. Clinical scenarios associated with a high pretest probability of H pylori infection (eg, chronic peptic ulcer disease without other risk factors) increase the positive predictive value of H pylori infection. In such a situation, a positive serologic test should prompt initiation of treatment, whereas a negative serologic test does not rule out H pylori infection (Figure). In contrast, in the presence of lower pretest probability symptoms (eg, dyspepsia), positive serologic testing has such a high false-positive rate that providers must first confirm the result with a stool antigen or urea breath test before initiating treatment.

WHAT YOU SHOULD DO INSTEAD

For patients with alarm signs and symptoms and an indication for endoscopy (eg, bleeding peptic ulcer, iron deficiency anemia), providers should use endoscopy with biopsy to diagnose H pylori infection.16 For patients with dyspepsia or nonspecific gastrointestinal symptoms (ie, a low pretest probability of H pylori) and no indication for endoscopy, providers should diagnose active infection with stool antigen or urea breath test. If possible, serologic testing should be avoided. Except in very high pretest probability clinical scenarios, positive serologic tests should be confirmed via stool antigen or urea breath test before initiating treatment. The stool antigen or urea breath test should only be ordered after patients have stopped antibiotics, bismuth, and PPIs for 4 weeks.16 For patients requiring antisecretory therapy, providers can substitute histamine-2 receptor antagonists (H2RA) for the PPIs, as H2RAs do not interfere with either the stool antigen or urea breath test.4 Eradication of H pylori infection should be confirmed through biopsy, urea breath test, or stool antigen test 4 weeks after patients have completed treatment.

RECOMMENDATIONS

  • Use stool antigen or urea breath tests to diagnose H pylori infection noninvasively in patients without an indication for endoscopy.
  • Use endoscopic biopsy with histology to diagnose H pylori infection in patients with an indication for endoscopy.
  • Delay stool antigen and urea breath testing until 4 weeks after patients have ceased using medications that interfere with test results (eg, antibiotics, bismuth, PPIs); H2RAs do not interfere with testing.
  • In cases of a bleeding peptic ulcer with a negative biopsy for H pylori, retest with biopsy after the bleeding resolves or retest using stool antigen or urea breath test.
  • Confirm a positive serologic test via stool antigen or urea breath test before initiating treatment except in very high pretest probability clinical scenarios.
  • Test to confirm eradication with biopsy, urea breath, or stool antigen test in all cases of confirmed H pylori infection.
  • Do not order or try to interpret H pylori IgA and IgM tests as they have no role in the diagnosis or management of H pylori infections.

CONCLUSION

In the clinical scenario, the patient clinically improved with fluid resuscitation and supportive care. The history of unexplained dyspepsia is an indication to assess for H pylori infection with either urea breath test or stool antigen test. Given the positive serologic test, the provider should have retested for active infection with a stool antigen or urea breath test prior to initiating treatment.

Do you think this is a low-value practice? Is this truly a “Thing We Do for No Reason”? Share what you do in your practice and join in the conversation online by retweeting it on Twitter (#TWDFNR) and liking it on Facebook. We invite you to propose ideas for other “Things We Do for No Reason” topics by emailing TWDFNR@hospitalmedicine.org

Inspired by the ABIM Foundation’s Choosing Wisely® campaign, the “Things We Do for No Reason” (TWDFNR) series reviews practices that have become common parts of hospital care but may provide little value to our patients. Practices reviewed in the TWDFNR series do not represent clear-cut conclusions or clinical practice standards but are meant as a starting place for research and active discussions among hospitalists and patients. We invite you to be part of that discussion.

CLINICAL SCENARIO

A hospitalist admits a 25-year-old woman for evaluation of a 2-day history of intractable vomiting. The patient reports a 6-month history of intermittent dyspepsia. Vital signs include a normal temperature, tachycardia with a heart rate of 115 beats per minute, and a blood pressure of 100/60 mm Hg. Laboratory studies, including a complete blood count, electrolyte panel, and serum lipase, are normal; a pregnancy test is negative. Computed tomography (CT) of the patient’s abdomen and pelvis shows no abnormalities. The patient rapidly improves after 2 days with fluid resuscitation and supportive care. A serologic Helicobacter pylori test ordered on admission returns positive, prompting the hospitalist to discharge the patient on a course of bismuth quadruple anti-H pylori therapy.

BACKGROUND

H pylori infection causes upper gastrointestinal symptoms and progressive gastric damage, which can lead to peptic ulcer disease and gastric cancer. When H pylori infection is diagnosed, the current American College of Gastroenterology guidelines recommend eradication of the infection.1 Even with a waning prevalence in the United States, H pylori infects approximately 17% of persons aged 20 to 29 years and 57% of persons >70 years.2 Widely available noninvasive testing options for detecting H pylori include the enzyme-linked immunosorbent assay test for immunoglobulin G antibodies (ie, serology), the stool antigen test, and the urea breath test. Invasive options include upper endoscopy with biopsy. An analysis of diagnostic testing in the United States between 2010 and 2012 showed that approximately 70% of first-time testing was serologic.3

WHY YOU MIGHT THINK SEROLOGIC 
H PYLORI TESTING IS HELPFUL

Providers often select serologic testing for H pylori because of the relative ease of obtaining a blood sample compared to obtaining samples for a stool antigen or urea breath test. Stool antigen and the urea breath tests identify active infections and require a large population of H pylori in the stomach. Concurrent treatment with therapies that suppress H pylori, such as antimicrobials, bismuth, or proton pump inhibitors (PPIs), reduces the sensitivity of those tests.4 One study showed that treatment with bismuth reduced the sensitivity of urea breath and stool antigen tests to 50% and 85%, respectively, and that PPIs reduced the sensitivity of the urea breath test and stool antigen test to 60% and 75%, respectively.4 The use of antibiotics, PPIs, or bismuth, however, does not affect the test characteristics of serology.

Invasive testing with endoscopy and biopsy may also yield false-negative results. For example, providers often appropriately start PPI therapy in hospitalized patients with suspected bleeding peptic ulcers. Without concurrent treatment with a PPI, the gastric histology should show the histologic hallmarks of H pylori (ie, acute-on-chronic inflammation), as well as the organisms. However, PPI suppression of the infection and active bleeding may reduce the sensitivity of endoscopic biopsy.5,6 In one study, PPI use decreased sensitivity of histology to approximately 67% compared to polymerase chain reaction testing of the biopsy.6 Bleeding peptic ulcers do not affect the accuracy of serologic testing.

WHY SEROLOGIC TESTING FOR
H PYLORI IS NOT HELPFUL

There are three main issues with H pylori serology testing: (1) decreased sensitivity of these tests compared to other noninvasive tests, (2) inability of serology tests to distinguish between past and active infection (ie, the test is not specific for active infection), and (3) wide availability and use by commercial laboratories of serologic tests that are not approved by the US Food and Drug Administration (FDA).

A multicenter trial in the United States comparing three different serologic tests for H pylori demonstrated sensitivities ranging from 76% to 84%.7 By comparison, the main stool antigen test for H pylori available in the United States has a sensitivity of 93%.8 A recent meta-analysis showed a pooled sensitivity of 96% for urea breath tests.9 These studies demonstrate that the stool antigen and urea breath tests generally eclipse the sensitivity of the available serologic tests.

To further illustrate the issues associated with serologic testing, one may consider a population of 1,000 people with an H pylori prevalence of 35%, the estimated overall prevalence of H pylori in the United States.10 In this population, a serologic test with an 80% sensitivity would result in 70 false-negative results, whereas a urea breath or stool antigen test with a 95% sensitivity would yield only 18 false-negative results. These numbers change drastically with changing prevalence or pretest probability. In some low-prevalence or low-pretest probability scenarios, serologic tests offer little more than a “coin-flip” chance of detecting active H pylori infection (Figure).

Serologic and Urea Breath/Stool Antigen Testing

Serologic testing offers the benefit of an immediate result but at the cost of reduced sensitivity and specificity. The superior accuracy of biopsy and urea breath and stool antigen tests is dependent upon on cessation of antimicrobials, bismuth, and PPI therapy—something that may be difficult to achieve in hospitalized patients. In the majority of cases, however, there is little evidence equating immediate diagnosis of H pylori with improved patient outcomes. The preferred strategy to reduce false-negative results is to defer stool antigen or urea breath testing until patients have been off antimicrobials, bismuth, and PPIs for 4 weeks.

Serologic tests for H pylori may remain positive for years, which decreases the specificity of these tests in confirming active or eradicated infection.11 One study evaluated three different serology tests on 82 patients 6 months after confirmed eradication by urea breath test. In this study, only seven or eight patients tested negative by serology (depending on the serology test)—a specificity of 8% to 10% for active infection.12 Another study showed that even after 1 year of confirmed eradication, 65% of patients remained seropositive, which equates to a specificity of 35%.11 These studies illustrate that serologic testing for H pylori has a very poor ability to distinguish between active and past infection.

An additional common misconception is that a positive serologic test in the absence of prior treatment for, or diagnosis of, H pylori indicates an active infection. Children and adults can spontaneously clear and become reinfected with H pylori.13,14 Therefore, serologic testing for ascertaining active H pylori infection is unreliable.

As noted, the wide availability of non-FDA-approved serologic tests offered by commercial laboratories in the United States creates another problem for serologic testing. Most immunoglobulin A (IgA) and all immunoglobulin M (IgM) tests lack FDA approval and typically have low sensitivity and specificity. One study showed that compared to stool antigen, IgA and IgM serologic tests had a sensitivity of 63% and 7%, respectively.15

WHEN MIGHT SEROLOGIC   H PYLORI TESTING BE HELPFUL?

Despite its limitations, serologic testing for H pylori may have a role in some situations. Clinical scenarios associated with a high pretest probability of H pylori infection (eg, chronic peptic ulcer disease without other risk factors) increase the positive predictive value of H pylori infection. In such a situation, a positive serologic test should prompt initiation of treatment, whereas a negative serologic test does not rule out H pylori infection (Figure). In contrast, in the presence of lower pretest probability symptoms (eg, dyspepsia), positive serologic testing has such a high false-positive rate that providers must first confirm the result with a stool antigen or urea breath test before initiating treatment.

WHAT YOU SHOULD DO INSTEAD

For patients with alarm signs and symptoms and an indication for endoscopy (eg, bleeding peptic ulcer, iron deficiency anemia), providers should use endoscopy with biopsy to diagnose H pylori infection.16 For patients with dyspepsia or nonspecific gastrointestinal symptoms (ie, a low pretest probability of H pylori) and no indication for endoscopy, providers should diagnose active infection with stool antigen or urea breath test. If possible, serologic testing should be avoided. Except in very high pretest probability clinical scenarios, positive serologic tests should be confirmed via stool antigen or urea breath test before initiating treatment. The stool antigen or urea breath test should only be ordered after patients have stopped antibiotics, bismuth, and PPIs for 4 weeks.16 For patients requiring antisecretory therapy, providers can substitute histamine-2 receptor antagonists (H2RA) for the PPIs, as H2RAs do not interfere with either the stool antigen or urea breath test.4 Eradication of H pylori infection should be confirmed through biopsy, urea breath test, or stool antigen test 4 weeks after patients have completed treatment.

RECOMMENDATIONS

  • Use stool antigen or urea breath tests to diagnose H pylori infection noninvasively in patients without an indication for endoscopy.
  • Use endoscopic biopsy with histology to diagnose H pylori infection in patients with an indication for endoscopy.
  • Delay stool antigen and urea breath testing until 4 weeks after patients have ceased using medications that interfere with test results (eg, antibiotics, bismuth, PPIs); H2RAs do not interfere with testing.
  • In cases of a bleeding peptic ulcer with a negative biopsy for H pylori, retest with biopsy after the bleeding resolves or retest using stool antigen or urea breath test.
  • Confirm a positive serologic test via stool antigen or urea breath test before initiating treatment except in very high pretest probability clinical scenarios.
  • Test to confirm eradication with biopsy, urea breath, or stool antigen test in all cases of confirmed H pylori infection.
  • Do not order or try to interpret H pylori IgA and IgM tests as they have no role in the diagnosis or management of H pylori infections.

CONCLUSION

In the clinical scenario, the patient clinically improved with fluid resuscitation and supportive care. The history of unexplained dyspepsia is an indication to assess for H pylori infection with either urea breath test or stool antigen test. Given the positive serologic test, the provider should have retested for active infection with a stool antigen or urea breath test prior to initiating treatment.

Do you think this is a low-value practice? Is this truly a “Thing We Do for No Reason”? Share what you do in your practice and join in the conversation online by retweeting it on Twitter (#TWDFNR) and liking it on Facebook. We invite you to propose ideas for other “Things We Do for No Reason” topics by emailing TWDFNR@hospitalmedicine.org

References

1. Chey WD, Wong BC; Practice Parameters Committee of the American College of Gastroenterology. American College of Gastroenterology guideline on the management of Helicobacter pylori infection. Am J Gastroenterol. 2007;102(8):1808-1825. https://doi.org/10.1111/j.1572-0241.2007.01393.x
2. Everhart JE, Kruszon-Moran D, Perez-Perez GI, Tralka TS, McQuillan G. Seroprevalence and ethnic differences in Helicobacter pylori infection among adults in the United States. J Infect Dis. 2000;181(4):1359-1363. https://doi.org/10.1086/315384
3. Theel ES, Johnson RD, Plumhoff E, Hanson CA. Use of the Optum Labs Data Warehouse to assess test ordering patterns for diagnosis of Helicobacter pylori infection in the United States. J Clin Microbiol. 2015;53(4):1358-1360. https://doi.org/10.1128/jcm.03464-14
4. Bravo LE, Realpe JL, Campo C, Correa P. Effects of acid suppression and bismuth medications on the performance of diagnostic tests for Helicobacter pylori infection. Am J Gastroentrol. 1999;94(9):2380-2383. https://doi.org/10.1111/j.1572-0241.1999.01361.x
5. Logan RP, Walker MM, Misiewicz JJ, Gummett PA, Karim QN, Baron JH. Changes in the intragastric distribution of Helicobacter pylori during treatment with omeprazole. Gut. 1995;36(1):12-16. https://doi.org/10.1136/gut.36.1.12
6. Yakoob J, Jafri W, Abbas Z, Abid S, Islam M, Ahmed Z. The diagnostic yield of various tests for Helicobacter pylori infection in patients on acid-reducing drugs. Dig Dis Sci. 2008;53(1):95-100. https://doi.org/10.1007/s10620-007-9828-y
7. Chey WD, Murthy U, Shaw S, et al. A comparison of three fingerstick, whole blood antibody tests for Helicobacter pylori infection: a United States, multicenter trial. Am J Gastroentrol. 1999;94(6):1512-1516. https://doi.org/10.1111/j.1572-0241.1999.1135_x.x
8. Li YH, Guo H, Zhang PB, Zhao XY, Da SP. Clinical value of Helicobacter pylori stool antigen test, ImmunoCard STAT HpSA, for detecting H pylori infection. World J Gastroenterol. 2004;10(6):913-914. https://doi.org/10.3748/wjg.v10.i6.913
9. Ferwana M, Abdulmajeed I, Alhajiahmed A, et al. Accuracy of urea breath test in Helicobacter pylori infection: meta-analysis. World J Gastroenterol. 2015;21(4):1305-1314. https://doi.org/10.3748/wjg.v21.i4.1305
10. Hooi JK, Lai WY, Ng WK, et al. Global prevalence of Helicobacter pylori infection: systematic review and meta-analysis. Gastroenterology. 2017;153(2):420-429. https://doi.org/10.1053/j.gastro.2017.04.022
11. Cutler AF, Prasad VM. Long-term follow-up of Helicobacter pylori serology after successful eradication. Am J Gastroenterol. 1996;91(1):85-88.
12. Bergey B, Marchildon P, Peacock J, Mégraud PF. What is the role of serology in assessing Helicobacter pylori eradication? Aliment Pharmacol Ther. 2003;18(6):635-639. https://doi.org/10.1046/j.1365-2036.2003.01716.x
13. Duque X, Vilchis J, Mera R, et al. Natural history of Helicobacter pylori infection in Mexican schoolchildren: incidence and spontaneous clearance. J Pediatr Gastroenterol Nutr. 2012;55(2):209. https://doi.org/10.1097/mpg.0b013e318248877f
14. Luzza F, Suraci E, Larussa T, Leone I, Imeneo M. High exposure, spontaneous clearance, and low incidence of active Helicobacter pylori infection: the Sorbo San Basile study. Helicobacter. 2014;19(4):296-305. https://doi.org/10.1111/hel.12133
15. She RC, Wilson AR, Litwin CM. Evaluation of Helicobacter pylori immunoglobulin G (IgG), IgA, and IgM serologic testing compared to stool antigen testing. Clin Vaccine Immunol. 2009;16(8):1253-1255. https://doi.org/10.1128/cvi.00149-09
16. El-Serag HB, Kao JY, Kanwal F, et al. Houston consensus conference on testing for Helicobacter pylori infection in the United States. Clin Gastroenterol Hepatol. 2018;16(7):992-1002. Published correction appears in Clin Gastroenterol Hepatol. 2019;17(4):801. https://doi.org/10.1016/j.cgh.2019.01.006

References

1. Chey WD, Wong BC; Practice Parameters Committee of the American College of Gastroenterology. American College of Gastroenterology guideline on the management of Helicobacter pylori infection. Am J Gastroenterol. 2007;102(8):1808-1825. https://doi.org/10.1111/j.1572-0241.2007.01393.x
2. Everhart JE, Kruszon-Moran D, Perez-Perez GI, Tralka TS, McQuillan G. Seroprevalence and ethnic differences in Helicobacter pylori infection among adults in the United States. J Infect Dis. 2000;181(4):1359-1363. https://doi.org/10.1086/315384
3. Theel ES, Johnson RD, Plumhoff E, Hanson CA. Use of the Optum Labs Data Warehouse to assess test ordering patterns for diagnosis of Helicobacter pylori infection in the United States. J Clin Microbiol. 2015;53(4):1358-1360. https://doi.org/10.1128/jcm.03464-14
4. Bravo LE, Realpe JL, Campo C, Correa P. Effects of acid suppression and bismuth medications on the performance of diagnostic tests for Helicobacter pylori infection. Am J Gastroentrol. 1999;94(9):2380-2383. https://doi.org/10.1111/j.1572-0241.1999.01361.x
5. Logan RP, Walker MM, Misiewicz JJ, Gummett PA, Karim QN, Baron JH. Changes in the intragastric distribution of Helicobacter pylori during treatment with omeprazole. Gut. 1995;36(1):12-16. https://doi.org/10.1136/gut.36.1.12
6. Yakoob J, Jafri W, Abbas Z, Abid S, Islam M, Ahmed Z. The diagnostic yield of various tests for Helicobacter pylori infection in patients on acid-reducing drugs. Dig Dis Sci. 2008;53(1):95-100. https://doi.org/10.1007/s10620-007-9828-y
7. Chey WD, Murthy U, Shaw S, et al. A comparison of three fingerstick, whole blood antibody tests for Helicobacter pylori infection: a United States, multicenter trial. Am J Gastroentrol. 1999;94(6):1512-1516. https://doi.org/10.1111/j.1572-0241.1999.1135_x.x
8. Li YH, Guo H, Zhang PB, Zhao XY, Da SP. Clinical value of Helicobacter pylori stool antigen test, ImmunoCard STAT HpSA, for detecting H pylori infection. World J Gastroenterol. 2004;10(6):913-914. https://doi.org/10.3748/wjg.v10.i6.913
9. Ferwana M, Abdulmajeed I, Alhajiahmed A, et al. Accuracy of urea breath test in Helicobacter pylori infection: meta-analysis. World J Gastroenterol. 2015;21(4):1305-1314. https://doi.org/10.3748/wjg.v21.i4.1305
10. Hooi JK, Lai WY, Ng WK, et al. Global prevalence of Helicobacter pylori infection: systematic review and meta-analysis. Gastroenterology. 2017;153(2):420-429. https://doi.org/10.1053/j.gastro.2017.04.022
11. Cutler AF, Prasad VM. Long-term follow-up of Helicobacter pylori serology after successful eradication. Am J Gastroenterol. 1996;91(1):85-88.
12. Bergey B, Marchildon P, Peacock J, Mégraud PF. What is the role of serology in assessing Helicobacter pylori eradication? Aliment Pharmacol Ther. 2003;18(6):635-639. https://doi.org/10.1046/j.1365-2036.2003.01716.x
13. Duque X, Vilchis J, Mera R, et al. Natural history of Helicobacter pylori infection in Mexican schoolchildren: incidence and spontaneous clearance. J Pediatr Gastroenterol Nutr. 2012;55(2):209. https://doi.org/10.1097/mpg.0b013e318248877f
14. Luzza F, Suraci E, Larussa T, Leone I, Imeneo M. High exposure, spontaneous clearance, and low incidence of active Helicobacter pylori infection: the Sorbo San Basile study. Helicobacter. 2014;19(4):296-305. https://doi.org/10.1111/hel.12133
15. She RC, Wilson AR, Litwin CM. Evaluation of Helicobacter pylori immunoglobulin G (IgG), IgA, and IgM serologic testing compared to stool antigen testing. Clin Vaccine Immunol. 2009;16(8):1253-1255. https://doi.org/10.1128/cvi.00149-09
16. El-Serag HB, Kao JY, Kanwal F, et al. Houston consensus conference on testing for Helicobacter pylori infection in the United States. Clin Gastroenterol Hepatol. 2018;16(7):992-1002. Published correction appears in Clin Gastroenterol Hepatol. 2019;17(4):801. https://doi.org/10.1016/j.cgh.2019.01.006

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Improving Healthcare Value: Effectiveness of a Program to Reduce Laboratory Testing for Non-Critically-Ill Patients With COVID-19

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Improving Healthcare Value: Effectiveness of a Program to Reduce Laboratory Testing for Non-Critically-Ill Patients With COVID-19

The COVID-19 pandemic posed an unprecedented challenge to our current healthcare system—how to efficiently develop and standardize care for a disease process yet to be fully characterized while continuing to deliver high-value care. In the United States, many local institutions developed their own practice patterns, resulting in wide variation.

The Society of Hospital Medicine’s Choosing Wisely® recommendations include avoiding repetitive routine laboratory testing.1In the setting of the early stages of the COVID-19 pandemic (particularly before vaccines were broadly available), the benefits of avoiding routine repetitive testing may have been more pronounced considering the need to limit unnecessary healthcare professional exposure to infected individuals and to conserve resources, including personal protective equipment (PPE) and laboratory resources.2

In April 2020, at Dell Seton Medical Center (DSMC) at the University of Texas at Austin, we created a Therapeutics and Informatics Committee to critically review evidence-based practices, reach consensus, and guide practice patterns, with the aim of delivering high-value care. This brief report aims to evaluate the effectiveness of standardized electronic health record (EHR) order sets in appropriately decreasing lab testing for non-critically-ill hospitalized COVID-19 patients.

METHODS

Study Design and Setting

We followed SQUIRE guidelines for reporting this quality improvement intervention.3 Using retrospective chart review, we analyzed laboratory ordering patterns for COVID-positive patients at a single safety net academic medical center in Austin, Texas. Data were abstracted using a custom SQL query of our EHR and de-identified for this analysis. Our internal review board determined that this project is a quality improvement project and did not meet the criteria of human subjects research.

Study Population

All adult (age ≥18 years), non-intensive care unit (ICU), COVID-positive patients with an observation or inpatient status discharged between March 30, 2020, and March 7, 2021, were included in the analysis. Patients were excluded if they were ever transferred to an ICU. COVID-positive status was confirmed via a positive polymerase chain reaction (PCR) test for SARS-CoV-2.

Intervention

In April 2020, we created a Therapeutics and Informatics Committee, an interprofessional group including hospitalists, infectious disease, pulmonary and critical care, pharmacy, hospital leadership, and other subspecialists, to iteratively evaluate evidence and standardize inpatient care. This committee was created in response to the COVID-19 pandemic and has been uniquely focused on COVID-19-related care.

On April 30, 2020, the committee met to evaluate routine laboratory tests in patients with COVID-19. Prior to this meeting, there was a clinical order set (Cerner “powerplan”) in the EHR that included daily laboratory tests, and individual provider ordering practices were heterogeneous, with a strong predilection for ordering an array of inflammatory markers with unclear clinical benefit and high cost. The committee’s consensus recommendation at that meeting was that patients admitted to the floor did not require routine daily laboratory tests. Complete blood count (CBC), complete metabolic panel (CMP), D-dimer, and troponin were among the labs recommended to be obtained no more frequently than every other day. The committee believed that reducing unnecessary labs would improve value without compromising patient care. These lab ordering practices were incorporated into a customized COVID-19 EHR order set that could be shared among providers, but are not discoverable using the search feature until they are formally built by the informatics team. Changes to the order sets were communicated through multiple platforms and widely adopted by frontline providers.

The committee revisited laboratory ordering practices on June 25, 2020, making the recommendation to further discontinue trending troponin levels and reduce the amount of baseline labs, as they were contributing little to the clinical gestalt or changing management decisions. The customized EHR order sets were updated to reflect the new recommendations, and providers were encouraged to adopt them.

Although direct feedback on ordering practices can be an effective component of a multipronged intervention for decreasing lab usage,4 in this particular case we did not provide feedback to physicians related to their lab usage for COVID-19 care. We provided education to all physicians following each local COVID management consensus guideline change through email, handbook-style updates, and occasional conferences.

Measures and Analysis

The main process measure for this study was the mean hospitalization-level proportion of calendar hospital days with at least one laboratory result for each of four separate lab types: white blood cell count (WBC, as a marker for CBC), creatinine (as a marker for chemistry panels), troponin-I, and D-dimer. First, individual hospitalization-level proportions were calculated for each patient and each lab type. For example, if a patient with a length of stay of 5 calendar days had a WBC measured 2 of those days, their WBC proportion was 0.4. Then we calculated the mean of these proportions for all patients discharged in a given week during the study period for each lab type. Using this measure allowed us to understand the cadence of lab ordering and whether labs were checked daily.

Mean daily lab proportions were plotted separately for CBC, chemistry panel, troponin I, and D-dimer on statistical process control (SPC) charts. The baseline period used for all SPC charts included the calendar weeks March 30, 2020, through June 1, 2020. The Montgomery rules were used for determining periods of special cause variation.

RESULTS

A total of 1,402 non-ICU COVID-positive patients were discharged between March 30, 2020, and March 7, 2021, from our hospital, with a median length of stay of 3.00 days (weekly discharge data are shown in the Figure). The majority of patients were Hispanic men, with a mean age of 54 years (Appendix Table).

Statistical Process Control Charts of Lab Usage Over Time for Non-Critically Ill COVID-19 Inpatients

To assess intervention fidelity of the order sets, we performed two random spot checks (on May 15, 2020, and June 2, 2020) and found that 16/18 (89%) and 21/25 (84%) of COVID admissions had used the customized order set, supporting robust uptake of the order set intervention.

Mean daily lab proportions for each of the four lab types—chemistry panels, CBCs, D-dimer, and troponin—all demonstrated special cause variation starting mid June to early July 2020 (Figure). All four charts demonstrated periods of four points below 1-sigma and eight points below the center line, with troponin and D-dimer also demonstrating periods of two points below 2-sigma and one point below the lower control limit. These periods of special cause variation were sustained through February 2021. This represents a significant increase in the number of days that these hospitalized patients did not have these labs drawn.

We evaluated the proportion of all COVID-19 patients who spent time in the ICU over the entire study period, which remained consistent at approximately 25% of our hospitalized COVID-19 population. On a SPC chart, there was no evidence of change in ICU patients following our intervention.

DISCUSSION

Non-critically-ill COVID-19 patients at our hospital had more inpatient days where they did not receive specific laboratory tests following the introduction of locally developed, standardized recommendations and an electronic order set. These data show sustainability and endurance of this intervention through both our summer and winter surges, and the association did not correlate directly with significant changes in the number of COVID-19 patient discharges, supporting that its impact is independent of case volume.

Whereas Choosing Wisely® recommendations have been traditionally based on well-established common areas of overuse, this example is unique in showing how these same underlying principles can be applied even in unclear situations, such as with the COVID-19 pandemic. Through multidisciplinary review of real-time evidence and accumulating local experience, the Therapeutics and Informatics Committee at our hospital was able to reach consensus and rapidly deploy an electronic order set that was widely adopted. Eventually, the order set was formally adopted into our EHR; however, the customized COVID-19 order set allowed rapid improvement and implementation of changes that could be shared among providers. As confirmed by our spot checks, this order set was widely used. The order set bolstered the effect of our Therapeutics and Informatics Committee, which served as our platform to disseminate consensus recommendations and build them into clinical workflows.

There are several limitations to this brief analysis. First, we were unable to assess patient outcomes in response to these changes, mostly due to multiple confounding variables throughout this time period with rapidly shifting census numbers, and the adoption of therapeutic interventions, such as the introduction of dexamethasone, which has shown a mortality benefit for patients with COVID-19. However, we have no reason to believe that this decrease in routine laboratory ordering was associated with adverse outcomes for our patients, and, in aggregate, the outcomes (eg, mortality, length of stay, readmissions) for COVID-19 patients at our hospital have been better than average across Vizient peer groups.6 Prior studies have shown that reduced inpatient labs do not have an adverse impact on patient outcomes.7 Furthermore, non-ICU COVID-19 is generally a single-organ disease (unlike patients with critical illness from COVID-19), making it more likely that daily labs are unnecessary in this specific patient population. There was no increase in the proportion of COVID-19 ICU patients following our intervention.

In conclusion, the principles of Choosing Wisely® can be applied even within novel and quickly evolving situations, relying on rapid and critical review of evidence, clinician consensus-building, and leveraging available interventions to drive behavior change, such as shared order sets.

Files
References

1. Bulger J, Nickel W, Messler J, et al. Choosing wisely in adult hospital medicine: five opportunities for improved healthcare value. J Hosp Med. 2013;8(9):486-492. https://doi.org/10.1002/jhm.2063
2. Emanuel EJ, Persad G, Upshur R, et al. Fair allocation of scarce medical resources in the time of Covid-19. N Engl J Med. 2020;382(21):2049-2055. https://doi.org/10.1056/NEJMsb2005114
3. Ogrinc G, Davies L, Goodman D, Batalden P, Davidoff F, Stevens D. SQUIRE 2.0 (Standards for QUality Improvement Reporting Excellence): revised publication guidelines from a detailed consensus process. BMJ Qual Saf. 2016;25(12):986-992. https://doi.org/10.1136/bmjqs-2015-004411
4. Wheeler D, Marcus P, Nguyen J, et al. Evaluation of a resident-led project to decrease phlebotomy rates in the hospital: think twice, stick once. JAMA Intern Med. 2016;176(5):708-710. https://doi.org/10.1001/jamainternmed.2016.0549
5. Montgomery DC. Introduction to Statistical Quality Control. 6th ed. Wiley; 2008.
6. Nieto K, Pierce RG, Moriates C, Schulwolf E. Lessons from the pandemic: building COVID-19 Centers of Excellence. The Hospital Leader - The Official Blog of the Society of Hospital Medicine. October 13, 2020. Accessed December 11, 2020. https://thehospitalleader.org/lessons-from-the-pandemic-building-covid-19-centers-of-excellence/
7. Corson AH, Fan VS, White T, et al. A multifaceted hospitalist quality improvement intervention: decreased frequency of common labs. J Hosp Med. 2015;10(6):390-395. https://doi.org/10.1002/jhm.2354

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1Department of Internal Medicine, Dell Medical School at The University of Texas at Austin; 2Costs of Care, Boston, Massachusetts.

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1Department of Internal Medicine, Dell Medical School at The University of Texas at Austin; 2Costs of Care, Boston, Massachusetts.

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Related Articles

The COVID-19 pandemic posed an unprecedented challenge to our current healthcare system—how to efficiently develop and standardize care for a disease process yet to be fully characterized while continuing to deliver high-value care. In the United States, many local institutions developed their own practice patterns, resulting in wide variation.

The Society of Hospital Medicine’s Choosing Wisely® recommendations include avoiding repetitive routine laboratory testing.1In the setting of the early stages of the COVID-19 pandemic (particularly before vaccines were broadly available), the benefits of avoiding routine repetitive testing may have been more pronounced considering the need to limit unnecessary healthcare professional exposure to infected individuals and to conserve resources, including personal protective equipment (PPE) and laboratory resources.2

In April 2020, at Dell Seton Medical Center (DSMC) at the University of Texas at Austin, we created a Therapeutics and Informatics Committee to critically review evidence-based practices, reach consensus, and guide practice patterns, with the aim of delivering high-value care. This brief report aims to evaluate the effectiveness of standardized electronic health record (EHR) order sets in appropriately decreasing lab testing for non-critically-ill hospitalized COVID-19 patients.

METHODS

Study Design and Setting

We followed SQUIRE guidelines for reporting this quality improvement intervention.3 Using retrospective chart review, we analyzed laboratory ordering patterns for COVID-positive patients at a single safety net academic medical center in Austin, Texas. Data were abstracted using a custom SQL query of our EHR and de-identified for this analysis. Our internal review board determined that this project is a quality improvement project and did not meet the criteria of human subjects research.

Study Population

All adult (age ≥18 years), non-intensive care unit (ICU), COVID-positive patients with an observation or inpatient status discharged between March 30, 2020, and March 7, 2021, were included in the analysis. Patients were excluded if they were ever transferred to an ICU. COVID-positive status was confirmed via a positive polymerase chain reaction (PCR) test for SARS-CoV-2.

Intervention

In April 2020, we created a Therapeutics and Informatics Committee, an interprofessional group including hospitalists, infectious disease, pulmonary and critical care, pharmacy, hospital leadership, and other subspecialists, to iteratively evaluate evidence and standardize inpatient care. This committee was created in response to the COVID-19 pandemic and has been uniquely focused on COVID-19-related care.

On April 30, 2020, the committee met to evaluate routine laboratory tests in patients with COVID-19. Prior to this meeting, there was a clinical order set (Cerner “powerplan”) in the EHR that included daily laboratory tests, and individual provider ordering practices were heterogeneous, with a strong predilection for ordering an array of inflammatory markers with unclear clinical benefit and high cost. The committee’s consensus recommendation at that meeting was that patients admitted to the floor did not require routine daily laboratory tests. Complete blood count (CBC), complete metabolic panel (CMP), D-dimer, and troponin were among the labs recommended to be obtained no more frequently than every other day. The committee believed that reducing unnecessary labs would improve value without compromising patient care. These lab ordering practices were incorporated into a customized COVID-19 EHR order set that could be shared among providers, but are not discoverable using the search feature until they are formally built by the informatics team. Changes to the order sets were communicated through multiple platforms and widely adopted by frontline providers.

The committee revisited laboratory ordering practices on June 25, 2020, making the recommendation to further discontinue trending troponin levels and reduce the amount of baseline labs, as they were contributing little to the clinical gestalt or changing management decisions. The customized EHR order sets were updated to reflect the new recommendations, and providers were encouraged to adopt them.

Although direct feedback on ordering practices can be an effective component of a multipronged intervention for decreasing lab usage,4 in this particular case we did not provide feedback to physicians related to their lab usage for COVID-19 care. We provided education to all physicians following each local COVID management consensus guideline change through email, handbook-style updates, and occasional conferences.

Measures and Analysis

The main process measure for this study was the mean hospitalization-level proportion of calendar hospital days with at least one laboratory result for each of four separate lab types: white blood cell count (WBC, as a marker for CBC), creatinine (as a marker for chemistry panels), troponin-I, and D-dimer. First, individual hospitalization-level proportions were calculated for each patient and each lab type. For example, if a patient with a length of stay of 5 calendar days had a WBC measured 2 of those days, their WBC proportion was 0.4. Then we calculated the mean of these proportions for all patients discharged in a given week during the study period for each lab type. Using this measure allowed us to understand the cadence of lab ordering and whether labs were checked daily.

Mean daily lab proportions were plotted separately for CBC, chemistry panel, troponin I, and D-dimer on statistical process control (SPC) charts. The baseline period used for all SPC charts included the calendar weeks March 30, 2020, through June 1, 2020. The Montgomery rules were used for determining periods of special cause variation.

RESULTS

A total of 1,402 non-ICU COVID-positive patients were discharged between March 30, 2020, and March 7, 2021, from our hospital, with a median length of stay of 3.00 days (weekly discharge data are shown in the Figure). The majority of patients were Hispanic men, with a mean age of 54 years (Appendix Table).

Statistical Process Control Charts of Lab Usage Over Time for Non-Critically Ill COVID-19 Inpatients

To assess intervention fidelity of the order sets, we performed two random spot checks (on May 15, 2020, and June 2, 2020) and found that 16/18 (89%) and 21/25 (84%) of COVID admissions had used the customized order set, supporting robust uptake of the order set intervention.

Mean daily lab proportions for each of the four lab types—chemistry panels, CBCs, D-dimer, and troponin—all demonstrated special cause variation starting mid June to early July 2020 (Figure). All four charts demonstrated periods of four points below 1-sigma and eight points below the center line, with troponin and D-dimer also demonstrating periods of two points below 2-sigma and one point below the lower control limit. These periods of special cause variation were sustained through February 2021. This represents a significant increase in the number of days that these hospitalized patients did not have these labs drawn.

We evaluated the proportion of all COVID-19 patients who spent time in the ICU over the entire study period, which remained consistent at approximately 25% of our hospitalized COVID-19 population. On a SPC chart, there was no evidence of change in ICU patients following our intervention.

DISCUSSION

Non-critically-ill COVID-19 patients at our hospital had more inpatient days where they did not receive specific laboratory tests following the introduction of locally developed, standardized recommendations and an electronic order set. These data show sustainability and endurance of this intervention through both our summer and winter surges, and the association did not correlate directly with significant changes in the number of COVID-19 patient discharges, supporting that its impact is independent of case volume.

Whereas Choosing Wisely® recommendations have been traditionally based on well-established common areas of overuse, this example is unique in showing how these same underlying principles can be applied even in unclear situations, such as with the COVID-19 pandemic. Through multidisciplinary review of real-time evidence and accumulating local experience, the Therapeutics and Informatics Committee at our hospital was able to reach consensus and rapidly deploy an electronic order set that was widely adopted. Eventually, the order set was formally adopted into our EHR; however, the customized COVID-19 order set allowed rapid improvement and implementation of changes that could be shared among providers. As confirmed by our spot checks, this order set was widely used. The order set bolstered the effect of our Therapeutics and Informatics Committee, which served as our platform to disseminate consensus recommendations and build them into clinical workflows.

There are several limitations to this brief analysis. First, we were unable to assess patient outcomes in response to these changes, mostly due to multiple confounding variables throughout this time period with rapidly shifting census numbers, and the adoption of therapeutic interventions, such as the introduction of dexamethasone, which has shown a mortality benefit for patients with COVID-19. However, we have no reason to believe that this decrease in routine laboratory ordering was associated with adverse outcomes for our patients, and, in aggregate, the outcomes (eg, mortality, length of stay, readmissions) for COVID-19 patients at our hospital have been better than average across Vizient peer groups.6 Prior studies have shown that reduced inpatient labs do not have an adverse impact on patient outcomes.7 Furthermore, non-ICU COVID-19 is generally a single-organ disease (unlike patients with critical illness from COVID-19), making it more likely that daily labs are unnecessary in this specific patient population. There was no increase in the proportion of COVID-19 ICU patients following our intervention.

In conclusion, the principles of Choosing Wisely® can be applied even within novel and quickly evolving situations, relying on rapid and critical review of evidence, clinician consensus-building, and leveraging available interventions to drive behavior change, such as shared order sets.

The COVID-19 pandemic posed an unprecedented challenge to our current healthcare system—how to efficiently develop and standardize care for a disease process yet to be fully characterized while continuing to deliver high-value care. In the United States, many local institutions developed their own practice patterns, resulting in wide variation.

The Society of Hospital Medicine’s Choosing Wisely® recommendations include avoiding repetitive routine laboratory testing.1In the setting of the early stages of the COVID-19 pandemic (particularly before vaccines were broadly available), the benefits of avoiding routine repetitive testing may have been more pronounced considering the need to limit unnecessary healthcare professional exposure to infected individuals and to conserve resources, including personal protective equipment (PPE) and laboratory resources.2

In April 2020, at Dell Seton Medical Center (DSMC) at the University of Texas at Austin, we created a Therapeutics and Informatics Committee to critically review evidence-based practices, reach consensus, and guide practice patterns, with the aim of delivering high-value care. This brief report aims to evaluate the effectiveness of standardized electronic health record (EHR) order sets in appropriately decreasing lab testing for non-critically-ill hospitalized COVID-19 patients.

METHODS

Study Design and Setting

We followed SQUIRE guidelines for reporting this quality improvement intervention.3 Using retrospective chart review, we analyzed laboratory ordering patterns for COVID-positive patients at a single safety net academic medical center in Austin, Texas. Data were abstracted using a custom SQL query of our EHR and de-identified for this analysis. Our internal review board determined that this project is a quality improvement project and did not meet the criteria of human subjects research.

Study Population

All adult (age ≥18 years), non-intensive care unit (ICU), COVID-positive patients with an observation or inpatient status discharged between March 30, 2020, and March 7, 2021, were included in the analysis. Patients were excluded if they were ever transferred to an ICU. COVID-positive status was confirmed via a positive polymerase chain reaction (PCR) test for SARS-CoV-2.

Intervention

In April 2020, we created a Therapeutics and Informatics Committee, an interprofessional group including hospitalists, infectious disease, pulmonary and critical care, pharmacy, hospital leadership, and other subspecialists, to iteratively evaluate evidence and standardize inpatient care. This committee was created in response to the COVID-19 pandemic and has been uniquely focused on COVID-19-related care.

On April 30, 2020, the committee met to evaluate routine laboratory tests in patients with COVID-19. Prior to this meeting, there was a clinical order set (Cerner “powerplan”) in the EHR that included daily laboratory tests, and individual provider ordering practices were heterogeneous, with a strong predilection for ordering an array of inflammatory markers with unclear clinical benefit and high cost. The committee’s consensus recommendation at that meeting was that patients admitted to the floor did not require routine daily laboratory tests. Complete blood count (CBC), complete metabolic panel (CMP), D-dimer, and troponin were among the labs recommended to be obtained no more frequently than every other day. The committee believed that reducing unnecessary labs would improve value without compromising patient care. These lab ordering practices were incorporated into a customized COVID-19 EHR order set that could be shared among providers, but are not discoverable using the search feature until they are formally built by the informatics team. Changes to the order sets were communicated through multiple platforms and widely adopted by frontline providers.

The committee revisited laboratory ordering practices on June 25, 2020, making the recommendation to further discontinue trending troponin levels and reduce the amount of baseline labs, as they were contributing little to the clinical gestalt or changing management decisions. The customized EHR order sets were updated to reflect the new recommendations, and providers were encouraged to adopt them.

Although direct feedback on ordering practices can be an effective component of a multipronged intervention for decreasing lab usage,4 in this particular case we did not provide feedback to physicians related to their lab usage for COVID-19 care. We provided education to all physicians following each local COVID management consensus guideline change through email, handbook-style updates, and occasional conferences.

Measures and Analysis

The main process measure for this study was the mean hospitalization-level proportion of calendar hospital days with at least one laboratory result for each of four separate lab types: white blood cell count (WBC, as a marker for CBC), creatinine (as a marker for chemistry panels), troponin-I, and D-dimer. First, individual hospitalization-level proportions were calculated for each patient and each lab type. For example, if a patient with a length of stay of 5 calendar days had a WBC measured 2 of those days, their WBC proportion was 0.4. Then we calculated the mean of these proportions for all patients discharged in a given week during the study period for each lab type. Using this measure allowed us to understand the cadence of lab ordering and whether labs were checked daily.

Mean daily lab proportions were plotted separately for CBC, chemistry panel, troponin I, and D-dimer on statistical process control (SPC) charts. The baseline period used for all SPC charts included the calendar weeks March 30, 2020, through June 1, 2020. The Montgomery rules were used for determining periods of special cause variation.

RESULTS

A total of 1,402 non-ICU COVID-positive patients were discharged between March 30, 2020, and March 7, 2021, from our hospital, with a median length of stay of 3.00 days (weekly discharge data are shown in the Figure). The majority of patients were Hispanic men, with a mean age of 54 years (Appendix Table).

Statistical Process Control Charts of Lab Usage Over Time for Non-Critically Ill COVID-19 Inpatients

To assess intervention fidelity of the order sets, we performed two random spot checks (on May 15, 2020, and June 2, 2020) and found that 16/18 (89%) and 21/25 (84%) of COVID admissions had used the customized order set, supporting robust uptake of the order set intervention.

Mean daily lab proportions for each of the four lab types—chemistry panels, CBCs, D-dimer, and troponin—all demonstrated special cause variation starting mid June to early July 2020 (Figure). All four charts demonstrated periods of four points below 1-sigma and eight points below the center line, with troponin and D-dimer also demonstrating periods of two points below 2-sigma and one point below the lower control limit. These periods of special cause variation were sustained through February 2021. This represents a significant increase in the number of days that these hospitalized patients did not have these labs drawn.

We evaluated the proportion of all COVID-19 patients who spent time in the ICU over the entire study period, which remained consistent at approximately 25% of our hospitalized COVID-19 population. On a SPC chart, there was no evidence of change in ICU patients following our intervention.

DISCUSSION

Non-critically-ill COVID-19 patients at our hospital had more inpatient days where they did not receive specific laboratory tests following the introduction of locally developed, standardized recommendations and an electronic order set. These data show sustainability and endurance of this intervention through both our summer and winter surges, and the association did not correlate directly with significant changes in the number of COVID-19 patient discharges, supporting that its impact is independent of case volume.

Whereas Choosing Wisely® recommendations have been traditionally based on well-established common areas of overuse, this example is unique in showing how these same underlying principles can be applied even in unclear situations, such as with the COVID-19 pandemic. Through multidisciplinary review of real-time evidence and accumulating local experience, the Therapeutics and Informatics Committee at our hospital was able to reach consensus and rapidly deploy an electronic order set that was widely adopted. Eventually, the order set was formally adopted into our EHR; however, the customized COVID-19 order set allowed rapid improvement and implementation of changes that could be shared among providers. As confirmed by our spot checks, this order set was widely used. The order set bolstered the effect of our Therapeutics and Informatics Committee, which served as our platform to disseminate consensus recommendations and build them into clinical workflows.

There are several limitations to this brief analysis. First, we were unable to assess patient outcomes in response to these changes, mostly due to multiple confounding variables throughout this time period with rapidly shifting census numbers, and the adoption of therapeutic interventions, such as the introduction of dexamethasone, which has shown a mortality benefit for patients with COVID-19. However, we have no reason to believe that this decrease in routine laboratory ordering was associated with adverse outcomes for our patients, and, in aggregate, the outcomes (eg, mortality, length of stay, readmissions) for COVID-19 patients at our hospital have been better than average across Vizient peer groups.6 Prior studies have shown that reduced inpatient labs do not have an adverse impact on patient outcomes.7 Furthermore, non-ICU COVID-19 is generally a single-organ disease (unlike patients with critical illness from COVID-19), making it more likely that daily labs are unnecessary in this specific patient population. There was no increase in the proportion of COVID-19 ICU patients following our intervention.

In conclusion, the principles of Choosing Wisely® can be applied even within novel and quickly evolving situations, relying on rapid and critical review of evidence, clinician consensus-building, and leveraging available interventions to drive behavior change, such as shared order sets.

References

1. Bulger J, Nickel W, Messler J, et al. Choosing wisely in adult hospital medicine: five opportunities for improved healthcare value. J Hosp Med. 2013;8(9):486-492. https://doi.org/10.1002/jhm.2063
2. Emanuel EJ, Persad G, Upshur R, et al. Fair allocation of scarce medical resources in the time of Covid-19. N Engl J Med. 2020;382(21):2049-2055. https://doi.org/10.1056/NEJMsb2005114
3. Ogrinc G, Davies L, Goodman D, Batalden P, Davidoff F, Stevens D. SQUIRE 2.0 (Standards for QUality Improvement Reporting Excellence): revised publication guidelines from a detailed consensus process. BMJ Qual Saf. 2016;25(12):986-992. https://doi.org/10.1136/bmjqs-2015-004411
4. Wheeler D, Marcus P, Nguyen J, et al. Evaluation of a resident-led project to decrease phlebotomy rates in the hospital: think twice, stick once. JAMA Intern Med. 2016;176(5):708-710. https://doi.org/10.1001/jamainternmed.2016.0549
5. Montgomery DC. Introduction to Statistical Quality Control. 6th ed. Wiley; 2008.
6. Nieto K, Pierce RG, Moriates C, Schulwolf E. Lessons from the pandemic: building COVID-19 Centers of Excellence. The Hospital Leader - The Official Blog of the Society of Hospital Medicine. October 13, 2020. Accessed December 11, 2020. https://thehospitalleader.org/lessons-from-the-pandemic-building-covid-19-centers-of-excellence/
7. Corson AH, Fan VS, White T, et al. A multifaceted hospitalist quality improvement intervention: decreased frequency of common labs. J Hosp Med. 2015;10(6):390-395. https://doi.org/10.1002/jhm.2354

References

1. Bulger J, Nickel W, Messler J, et al. Choosing wisely in adult hospital medicine: five opportunities for improved healthcare value. J Hosp Med. 2013;8(9):486-492. https://doi.org/10.1002/jhm.2063
2. Emanuel EJ, Persad G, Upshur R, et al. Fair allocation of scarce medical resources in the time of Covid-19. N Engl J Med. 2020;382(21):2049-2055. https://doi.org/10.1056/NEJMsb2005114
3. Ogrinc G, Davies L, Goodman D, Batalden P, Davidoff F, Stevens D. SQUIRE 2.0 (Standards for QUality Improvement Reporting Excellence): revised publication guidelines from a detailed consensus process. BMJ Qual Saf. 2016;25(12):986-992. https://doi.org/10.1136/bmjqs-2015-004411
4. Wheeler D, Marcus P, Nguyen J, et al. Evaluation of a resident-led project to decrease phlebotomy rates in the hospital: think twice, stick once. JAMA Intern Med. 2016;176(5):708-710. https://doi.org/10.1001/jamainternmed.2016.0549
5. Montgomery DC. Introduction to Statistical Quality Control. 6th ed. Wiley; 2008.
6. Nieto K, Pierce RG, Moriates C, Schulwolf E. Lessons from the pandemic: building COVID-19 Centers of Excellence. The Hospital Leader - The Official Blog of the Society of Hospital Medicine. October 13, 2020. Accessed December 11, 2020. https://thehospitalleader.org/lessons-from-the-pandemic-building-covid-19-centers-of-excellence/
7. Corson AH, Fan VS, White T, et al. A multifaceted hospitalist quality improvement intervention: decreased frequency of common labs. J Hosp Med. 2015;10(6):390-395. https://doi.org/10.1002/jhm.2354

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Risk of Intestinal Necrosis With Sodium Polystyrene Sulfonate: A Systematic Review and Meta-analysis

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Risk of Intestinal Necrosis With Sodium Polystyrene Sulfonate: A Systematic Review and Meta-analysis

Sodium polystyrene sulfonate (SPS) was first approved in the United States in 1958 and is a commonly prescribed medication for hyperkalemia.1 SPS works by exchanging potassium for sodium in the colonic lumen, thereby promoting potassium loss in the stool. However, reports of severe gastrointestinal side effects, particularly intestinal necrosis, have been persistent since the 1970s,2 leading some authors to recommend against the use of SPS.3,4 In 2009, the US Food and Drug Administration (FDA) warned against concomitant sorbitol administration, which was implicated in some studies.4,5 The concern about gastrointestinal side effects has also led to the development and FDA approval of two new cation-exchange resins for treatment of hyperkalemia.6 A prior systematic review of the literature found 30 separate case reports or case series including a total of 58 patients who were treated with SPS and developed severe gastrointestinal side effects.7 Because the included studies were all case reports or case series and therefore did not include comparison groups, it could not be determined whether SPS had a causal role in gastrointestinal side effects, and the authors could only conclude that there was a “possible” association. In contrast to case reports, several large cohort studies have been published more recently and report the risk of severe gastrointestinal adverse events associated with SPS compared with controls.8-10 While some studies found an increased risk, others have not. Given this uncertainty, we undertook a systematic review of studies that report the incidence of severe gastrointestinal side effects with SPS compared with controls.

METHODS

Data Sources and Search Strategy

A systematic search of the literature was conducted by a medical librarian using the Cochrane Library, Embase, Medline, Google Scholar, PubMed, Scopus, and Web of Science Core Collection databases to find relevant articles published from database inception to October 4, 2020. The search was peer reviewed by a second medical librarian using Peer Review of Electronic Search Strategies (PRESS).11 Databases were searched using a combination of controlled vocabulary and free-text terms for “SPS” and “bowel necrosis.” Details of the full search strategy are listed in Appendix A. References from all databases were imported into an EndNote X9 library, duplicates removed, and then uploaded into Covidence, a screening and data-extraction tool. Two authors (JLH and EAM) independently screened all titles and abstracts for full-text review and ultimate inclusion. A third reviewer (CGG) resolved discrepancies. The Preferred Reporting Items for Systematic Reviews and Meta-analyses (PRISMA) guidelines were used for planning and reporting our review.12 The review protocol was registered in the PROSPERO database (registration CRD42020213119).

Data Extraction and Quality Assessment

We used a standardized form to extract data, which included author, year, country, study design, setting, number of patients, SPS formulation, dosing, exposure, sorbitol content, outcomes of intestinal necrosis and the composite severe gastrointestinal adverse events, and the duration of time from SPS exposure to outcome occurrence. Two reviewers (JLH and AER) independently assessed the methodological quality of included studies using the Risk of Bias in Non-randomized Studies of Interventions (ROBINS-I) tool for observational studies13 and the Revised Cochrane risk of bias (RoB 2) tool for randomized controlled trials (RCTs).14 Additionally, two reviewers (JLH and CGG) graded overall strength of evidence based on the Grading of Recommendations Assessment, Development and Evaluation (GRADE) system.15 Disagreement was resolved by consensus.

Data Synthesis and Analysis

The proportion of patients with intestinal necrosis was compared using random effects meta-analysis using the restricted maximum likelihood method.16 For the two studies that reported hazard ratios (HRs), meta-analysis was performed after log transformation of the HRs and CIs. One study that performed survival analysis presented data for both the duration of the study (up to 11 years) and up to 1 year after exposure.9 We used the data up to 1 year after exposure because we believed later events were more likely to be due to chance than exposure to SPS. For studies with zero events, we used the treat ment-arm continuity correction, which has been reported to be preferable to the standard fixed-correction factor.17 We also performed two sensitivity analyses, including omitting the studies with zero events and performing meta-analysis using risk difference. The prevalence of intestinal ischemia was pooled using the DerSimonian and Laird18 random effects model with Freeman-Tukey19 double arcsine transformation. Heterogeneity was estimated using the I² statistic. I² values of 25%, 50%, and 75% were considered low, moderate, and high heterogeneity, respectively.20 Meta-regression and tests for small-study effects were not performed because of the small number of included studies.21 In addition to random effects meta-analysis, we calculated the 90% predicted interval for future studies for the pooled effect of intestinal ischemia.22 Statistical analysis was performed using meta and metaprop commands in Stata/IC, version 16.1 (StataCorp).

RESULTS

Selected Studies

The electronic search yielded 806 unique articles, of which 791 were excluded based on title and abstract, leaving 15 articles for full-text review (Appendix B). Appendix C describes the nine studies that were excluded, including the reason for exclusion. Table 1 describes the characteristics of the six studies that met study inclusion criteria. Studies were published between 1992 and 2020. Three studies were from Canada,10,24,25 two from the United States,8,23 and one from Sweden.9 Three studies occurred in an outpatient setting,9,10,25 and three were described as inpatient studies.8,23,24 SPS preparations included sorbitol in three studies,8,23,24 were not specified in one study,10 and were not included in two studies.9,25 SPS dosing varied widely, with median doses of 15 to 30 g in three studies,9,24,25 45 to 50 g in two studies,8,23 and unspecified in one study.10 Duration of exposure typically ranged from 1 to 7 days but was not consistently described. For example, two of the studies did not report duration of exposure,8,10 and a third study reported a single dispensation of 450 g in 41% of patients, with the remaining 59% averaging three dispensations within the first year.9 Sample size ranged from 33 to 123,391 patients. Most patients were male, and mean ages ranged from 44 to 78 years. Two studies limited participation to those with chronic kidney disease (CKD) with glomerular filtration rate (GFR) <4024 or CKD stage 4 or 5 or dialysis.9 Two studies specifically limited participation to patients with potassium levels of 5.0 to 5.9 mmol/L.24,25 All six studies reported outcomes for intestinal necrosis, and four reported composite outcomes for major adverse gastrointestinal events.9,10,24,25

Characteristics of Included Studies

Table 2 describes the assessment of risk of bias using the ROBINS-I tool for the five retrospective observational studies and the RoB 2 tool for the one RCT.13,14 Three studies were rated as having serious risk of bias, with the remainder having a moderate risk of bias or some concerns. Two studies were judged as having a serious risk of bias because of potential confounding.8,23 To be judged low or moderate risk, studies needed to measure and control for potential risk factors for intestinal ischemia, such as age, diabetes, vascular disease, and heart failure.26,27 One study also had serious risk of bias for selective reporting because the published abstract of the study used a different analysis and had contradictory results from the published study.9,28 An additional area of risk of bias that did not fit into the ROBINS-I tool is that the two studies that used survival analysis chose durations for the outcome that were longer than would be expected for adverse events from SPS to be evident. One study chose 30 days and the other up to a maximum of 11 years from the time of exposure.9,10

Risk of Bias Assessment Using ROBINS-I for Observational Studies and RoB 2 for RCT

Quantitative Outcomes

Six studies including 26,716 patients treated with SPS and controls reported the proportion of patients who developed intestinal necrosis. The Figure shows the individual study and pooled results for intestinal necrosis. The prevalence of intestinal ischemia in patients treated with SPS was 0.1% (95% CI, 0.03%-0.17%). The pooled odds ratio (OR) of intestinal necrosis was 1.43 (95% CI, 0.39-5.20). The 90% predicted interval for future studies was 0.08 to 26.6. Two studies reported rates of intestinal necrosis using survival analysis. The pooled HR from these studies was 2.00 (95% CI, 0.45-8.78). Two studies performed survival analysis for a composite outcome of severe gastrointestinal adverse events. The pooled HR for these two studies was 1.46 (95% CI, 1.01-2.11).

For the meta-analysis of intestinal necrosis, we found moderate-high statistical significance (Q = 18.82; P < .01; I² = 67.8%). Sensitivity analysis removing each study did not affect heterogeneity, with the exception of removing the study by Laureati et al,9 which resolved the heterogeneity (Q = 1.7, P = .8, I² = 0%). The pooled effect for intestinal necrosis also became statistically significant after removing Laureati et al (OR, 2.87; 95% CI, 1.24-6.63).9 We also performed two subgroup analyses, including studies that involved the concomitant use of sorbitol8,23,24 compared with studies that did not9,25 and subgroup analysis removing studies with zero events. Studies that included sorbitol found higher rates of intestinal necrosis (OR, 2.26; 95% CI, 0.80-6.38; I² = 0%) compared with studies that did not include sorbitol (OR, 0.25; 95% CI, 0.11-0.57; I² = 0%; test of group difference, P < .01). Removing the three studies with zero events resulted in a similar overall effect (OR, 1.30; 95% CI, 0.21-8.19). Finally, a meta-analysis using risk difference instead of ORs found a non–statistically significant difference in rate of intestinal necrosis favoring the control group (risk difference, −0.00033; 95% CI, −0.0022 to 0.0015; I² = 84.6%).

Table 3 summarizes our review findings and presents overall strength of evidence. Overall strength of evidence was found to be very low. Per GRADE criteria,15,29 strength of evidence for observational studies starts at low and may then be modified by the presence of bias, inconsistency, indirectness, imprecision, effect size, and direction of confounding. In the case of the three meta-analyses in the present study, risk of bias was serious for more than half of the study weights. Strength of evidence was also downrated for imprecision because of the low number of events and resultant wide CIs.

Summary of Outcomes

DISCUSSION

In total, we found six studies that reported rates of intestinal necrosis or severe gastrointestinal adverse events with SPS use compared with controls. The pooled rate of intestinal necrosis was not significantly higher for patients exposed to SPS when analyzed either as the proportion of patients with events or as HRs. The pooled rate for a composite outcome of severe gastrointestinal side effects was significantly higher (HR, 1.46; 95% CI, 1.01-2.11). The overall strength of evidence for the association of SPS with either intestinal necrosis or the composite outcome was found to be very low because of risk of bias and imprecision.

In some ways, our results emphasize the difficulty of showing a causal link between a medication and a possible rare adverse event. The first included study to assess the risk of intestinal necrosis after exposure to SPS compared with controls found only two events in the SPS group and no events in the control arm.23 Two additional studies that we found were small and did not report any events in either arm.24,25 The first large study to assess the risk of intestinal ischemia included more than 2,000 patients treated with SPS and more than 100,000 controls but found no difference in risk.8 The next large study did find increased risk of both intestinal necrosis (incidence rate, 6.82 per 1,000 person-years compared with 1.22 per 1,000 person-years for controls) and a composite outcome (incidence rate, 22.97 per 1,000 person-years compared with 11.01 per 1000 person-years for controls), but in the time to event analysis included events up to 30 days after treatment with SPS.10 A prior review of case reports of SPS and intestinal necrosis found a median of 2 days between SPS treatment and symptom onset.7 It is unlikely the authors would have had sufficient events to meaningfully compare rates if they limited the analysis to events within 7 days of SPS treatment, but events after a week of exposure are unlikely to be due to SPS. The final study to assess the association of SPS with intestinal necrosis actually found higher rates of intestinal necrosis in the control group when analyzed as proportions with events but reported a higher rate of a composite outcome of severe gastrointestinal adverse events that included nine separate International Classification of Diseases codes occurring up to 11 years after SPS exposure.9 This study was limited by evidence of selective reporting and was funded by the manufacturers of an alternative cation-exchange medication.

Based on our review of the literature, it is unclear if SPS does cause intestinal ischemia. The pooled results for intestinal ischemia analyzed as a proportion with events or with survival analysis did not find a statistically significantly increased risk. Because most of the included studies had low event rates and serious risk of bias, it may be possible that larger, well-designed studies will find that there is in fact a higher risk of intestinal necrosis. Conversely, it is possible that any observed association between SPS use and intestinal necrosis is due to confounding and that patients who are at risk for developing hyperkalemia and being treated with SPS are also at risk for intestinal necrosis. Diabetes, vascular disease, and heart failure are independently associated with colonic necrosis and are frequently present in patients who develop hyperkalemia while on renin-angiotensin-aldosterone system inhibitors (RAAS-I), and this is the population commonly treated with potassium binders such as SPS.26, 27

A cost analysis of SPS vs potential alternatives such as patiromer for patients on chronic RAAS-I with a history of hyperkalemia or CKD published by Little et al26 concluded that SPS remained the cost-effective option when colonic necrosis incidence is 19.9% or less, and our systematic review reveals an incidence of 0.1% (95% CI, 0.03-0.17%). The incremental cost-effectiveness ratio was an astronomical $26,088,369 per quality-adjusted life-year gained, per Little’s analysis.

Limitations of our review are the heterogeneity of studies, which varied regarding inpatient or outpatient setting, formulations such as dosing, frequency, whether sorbitol was used, and interval from exposure to outcome measurement, which ranged from 7 days to 1 year. On sensitivity analysis, statistical heterogeneity was resolved by removing the study by Laureati et al.9 This study was notably different from the others because it included events occurring up to 1 year after exposure to SPS, which may have resulted in any true effect being diluted by later events unrelated to SPS. We did not exclude this study post hoc because this would result in bias; however, because the overall result becomes statistically significant without this study, our overall conclusion should be interpreted with caution.30 It is possible that future well-conducted studies may still find an effect of SPS on intestinal necrosis. Similarly, the finding that studies with SPS coformulated with sorbitol had statistically significantly increased risk of intestinal necrosis compared with studies without sorbitol should be interpreted with caution because the study by Laureati et al9 was included in the studies without sorbitol.

CONCLUSIONS

Based on our review of six studies, the risk of intestinal necrosis with SPS is not statistically significantly greater than controls, although there was a statistically significantly increased risk for the composite outcome of severe gastrointestinal side effects based on two studies. Owing to risk of bias from potential confounding and selective reporting, the overall strength of evidence to support an association between SPS and intestinal necrosis or other severe gastrointestinal side effects is very low.

This work was presented at the Society of General Internal Medicine and Society of Hospital Medicine 2021 annual conferences.

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References

1. Labriola L, Jadoul M. Sodium polystyrene sulfonate: still news after 60 years on the market. Nephrol Dial Transplant. 2020;35(9):1455-1458. https://doi.org/10.1093/ndt/gfaa004
2. Arvanitakis C, Malek G, Uehling D, Morrissey JF. Colonic complications after renal transplantation. Gastroenterology. 1973;64(4):533-538.
3. Parks M, Grady D. Sodium polystyrene sulfonate for hyperkalemia. JAMA Intern Med. 2019;179(8):1023-1024. https://doi.org/10.1001/jamainternmed.2019.1291
4. Sterns RH, Rojas M, Bernstein P, Chennupati S. Ion-exchange resins for the treatment of hyperkalemia: are they safe and effective? J Am Soc Nephrol. 2010;21(5):733-735. https://doi.org/10.1681/ASN.2010010079
5. Lillemoe KD, Romolo JL, Hamilton SR, Pennington LR, Burdick JF, Williams GM. Intestinal necrosis due to sodium polystyrene (Kayexalate) in sorbitol enemas: clinical and experimental support for the hypothesis. Surgery. 1987;101(3):267-272.
6. Sterns RH, Grieff M, Bernstein PL. Treatment of hyperkalemia: something old, something new. Kidney Int. 2016;89(3):546-554. https://doi.org/10.1016/j.kint.2015.11.018
7. Harel Z, Harel S, Shah PS, Wald R, Perl J, Bell CM. Gastrointestinal adverse events with sodium polystyrene sulfonate (Kayexalate) use: a systematic review. Am J Med. 2013;126(3):264.e269-24. https://doi.org/10.1016/j.amjmed.2012.08.016
8. Watson MA, Baker TP, Nguyen A, et al. Association of prescription of oral sodium polystyrene sulfonate with sorbitol in an inpatient setting with colonic necrosis: a retrospective cohort study. Am J Kidney Dis. 2012;60(3):409-416. https://doi.org/10.1053/j.ajkd.2012.04.023
9. Laureati P, Xu Y, Trevisan M, et al. Initiation of sodium polystyrene sulphonate and the risk of gastrointestinal adverse events in advanced chronic kidney disease: a nationwide study. Nephrol Dial Transplant. 2020;35(9):1518-1526. https://doi.org/10.1093/ndt/gfz150
10. Noel JA, Bota SE, Petrcich W, et al. Risk of hospitalization for serious adverse gastrointestinal events associated with sodium polystyrene sulfonate use in patients of advanced age. JAMA Intern Med. 2019;179(8):1025-1033. https://doi.org/10.1001/jamainternmed.2019.0631
11. McGowan J, Sampson M, Salzwedel DM, Cogo E, Foerster V, Lefebvre C. PRESS Peer Review of Electronic Search Strategies: 2015 guideline statement. J Clin Epidemiol. 2016;75:40-46. https://doi.org/10.1016/j.jclinepi.2016.01.021
12. Liberati A, Altman DG, Tetzlaff J, et al. The PRISMA statement for reporting systematic reviews and meta-analyses of studies that evaluate health care interventions: explanation and elaboration. Ann Intern Med. 2009;151(4):W65-94. https://doi.org/10.7326/0003-4819-151-4-200908180-00136
13. Sterne JA, Hernán MA, Reeves BC, et al. ROBINS-I: a tool for assessing risk of bias in non-randomised studies of interventions. BMJ. 2016;355:i4919. https://doi.org/10.1136/bmj.i4919
14. Sterne JAC, Savovic J, Page MJ, et al. RoB 2: a revised tool for assessing risk of bias in randomised trials. BMJ. 2019;366:l4898. https://doi.org/10.1136/bmj.l4898
15. Guyatt G, Oxman AD, Akl EA, et al. GRADE guidelines: 1. Introduction-GRADE evidence profiles and summary of findings tables. J Clin Epidemiol. 2011;64(4):383-394. https://doi.org/10.1016/j.jclinepi.2010.04.026
16. Raudenbush SW. Analyzing effect sizes: random-effects models. In: Cooper H, Hedges LV, Valentine JC, eds. The Handbook of Research Synthesis and Meta-Analysis. 2nd ed. Russel Sage Foundation; 2009:295-316.
17. Sweeting MJ, Sutton AJ, Lambert PC. What to add to nothing? Use and avoidance of continuity corrections in meta-analysis of sparse data. Stat Med. 2004;23(9):1351-1375. https://doi.org/10.1002/sim.1761
18. DerSimonian R, Laird N. Meta-analysis in clinical trials. Control Clin Trials. 1986;7(3):177-188. https://doi.org/10.1016/0197-2456(86)90046-2
19. Freeman MF, Tukey JW. Transformations related to the angular and the square root. Ann Math Statist. 1950;21(4):607-611. https://doi.org/10.1214/aoms/1177729756
20. Higgins JPT, Thompson SG, Deeks JJ, Altman DG. Measuring inconsistency in meta-analyses. BMJ. 2003;327(7414):557-560. https://doi.org/10.1136/bmj.327.7414.557
21. Higgins JPT, Chandler TJ, Cumptson M, Li T, Page MJ, Welch VA, eds. Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Cochrane, 2020. www.training.cochrane.org/handbook
22. Higgins JPT, Thompson SG, Spiegelhalter DJ. A re-evaluation of random-effects meta-analysis. J R Stat Soc Ser A Stat Soc. Jan 2009;172(1):137-159. https://doi.org/10.1111/j.1467-985X.2008.00552.x
23. Gerstman BB, Kirkman R, Platt R. Intestinal necrosis associated with postoperative orally administered sodium polystyrene sulfonate in sorbitol. Am J Kidney Dis. 1992;20(2):159-161. https://doi.org/10.1016/s0272-6386(12)80544-0
24. Batterink J, Lin J, Au-Yeung SHM, Cessford T. Effectiveness of sodium polystyrene sulfonate for short-term treatment of hyperkalemia. Can J Hosp Pharm. 2015;68(4):296-303. https://doi.org/10.4212/cjhp.v68i4.1469
25. Lepage L, Dufour AC, Doiron J, et al. Randomized clinical trial of sodium polystyrene sulfonate for the treatment of mild hyperkalemia in CKD. Clin J Am Soc Nephrol. 2015;10(12):2136-2142. https://doi.org/10.2215/CJN.03640415
26. Little DJ, Nee R, Abbott KC, Watson MA, Yuan CM. Cost-utility analysis of sodium polystyrene sulfonate vs. potential alternatives for chronic hyperkalemia. Clin Nephrol. 2014;81(4):259-268. https://doi.org/10.5414/cn108103
27. Cubiella Fernández J, Núñez Calvo L, González Vázquez E, et al. Risk factors associated with the development of ischemic colitis. World J Gastroenterol. 2010;16(36):4564-4569. https://doi.org/10.3748/wjg.v16.i36.4564
28. Laureati P, Evans M, Trevisan M, et al. Sodium polystyrene sulfonate, practice patterns and associated adverse event risk; a nationwide analysis from the Swedish Renal Register [abstract]. Nephroly Dial Transplant. 2019;34(suppl 1):i94. https://doi.org/10.1093/ndt/gfz106.FP151
29. Santesso N, Carrasco-Labra A, Langendam M, et al. Improving GRADE evidence tables part 3: detailed guidance for explanatory footnotes supports creating and understanding GRADE certainty in the evidence judgments. J Clin Epidemiol. 2016;74:28-39. https://doi.org/10.1016/j.jclinepi.2015.12.006
30. Deeks JJ HJ, Altman DG. Analysing data and undertaking meta-analyses. In: Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Higgins JPT, Thomas J, Chandler J, Cumpston M, Li T, Page MJ, Welch VA, eds. Cochrane, 2020. www.training.cochrane.org/handbook

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Sodium polystyrene sulfonate (SPS) was first approved in the United States in 1958 and is a commonly prescribed medication for hyperkalemia.1 SPS works by exchanging potassium for sodium in the colonic lumen, thereby promoting potassium loss in the stool. However, reports of severe gastrointestinal side effects, particularly intestinal necrosis, have been persistent since the 1970s,2 leading some authors to recommend against the use of SPS.3,4 In 2009, the US Food and Drug Administration (FDA) warned against concomitant sorbitol administration, which was implicated in some studies.4,5 The concern about gastrointestinal side effects has also led to the development and FDA approval of two new cation-exchange resins for treatment of hyperkalemia.6 A prior systematic review of the literature found 30 separate case reports or case series including a total of 58 patients who were treated with SPS and developed severe gastrointestinal side effects.7 Because the included studies were all case reports or case series and therefore did not include comparison groups, it could not be determined whether SPS had a causal role in gastrointestinal side effects, and the authors could only conclude that there was a “possible” association. In contrast to case reports, several large cohort studies have been published more recently and report the risk of severe gastrointestinal adverse events associated with SPS compared with controls.8-10 While some studies found an increased risk, others have not. Given this uncertainty, we undertook a systematic review of studies that report the incidence of severe gastrointestinal side effects with SPS compared with controls.

METHODS

Data Sources and Search Strategy

A systematic search of the literature was conducted by a medical librarian using the Cochrane Library, Embase, Medline, Google Scholar, PubMed, Scopus, and Web of Science Core Collection databases to find relevant articles published from database inception to October 4, 2020. The search was peer reviewed by a second medical librarian using Peer Review of Electronic Search Strategies (PRESS).11 Databases were searched using a combination of controlled vocabulary and free-text terms for “SPS” and “bowel necrosis.” Details of the full search strategy are listed in Appendix A. References from all databases were imported into an EndNote X9 library, duplicates removed, and then uploaded into Covidence, a screening and data-extraction tool. Two authors (JLH and EAM) independently screened all titles and abstracts for full-text review and ultimate inclusion. A third reviewer (CGG) resolved discrepancies. The Preferred Reporting Items for Systematic Reviews and Meta-analyses (PRISMA) guidelines were used for planning and reporting our review.12 The review protocol was registered in the PROSPERO database (registration CRD42020213119).

Data Extraction and Quality Assessment

We used a standardized form to extract data, which included author, year, country, study design, setting, number of patients, SPS formulation, dosing, exposure, sorbitol content, outcomes of intestinal necrosis and the composite severe gastrointestinal adverse events, and the duration of time from SPS exposure to outcome occurrence. Two reviewers (JLH and AER) independently assessed the methodological quality of included studies using the Risk of Bias in Non-randomized Studies of Interventions (ROBINS-I) tool for observational studies13 and the Revised Cochrane risk of bias (RoB 2) tool for randomized controlled trials (RCTs).14 Additionally, two reviewers (JLH and CGG) graded overall strength of evidence based on the Grading of Recommendations Assessment, Development and Evaluation (GRADE) system.15 Disagreement was resolved by consensus.

Data Synthesis and Analysis

The proportion of patients with intestinal necrosis was compared using random effects meta-analysis using the restricted maximum likelihood method.16 For the two studies that reported hazard ratios (HRs), meta-analysis was performed after log transformation of the HRs and CIs. One study that performed survival analysis presented data for both the duration of the study (up to 11 years) and up to 1 year after exposure.9 We used the data up to 1 year after exposure because we believed later events were more likely to be due to chance than exposure to SPS. For studies with zero events, we used the treat ment-arm continuity correction, which has been reported to be preferable to the standard fixed-correction factor.17 We also performed two sensitivity analyses, including omitting the studies with zero events and performing meta-analysis using risk difference. The prevalence of intestinal ischemia was pooled using the DerSimonian and Laird18 random effects model with Freeman-Tukey19 double arcsine transformation. Heterogeneity was estimated using the I² statistic. I² values of 25%, 50%, and 75% were considered low, moderate, and high heterogeneity, respectively.20 Meta-regression and tests for small-study effects were not performed because of the small number of included studies.21 In addition to random effects meta-analysis, we calculated the 90% predicted interval for future studies for the pooled effect of intestinal ischemia.22 Statistical analysis was performed using meta and metaprop commands in Stata/IC, version 16.1 (StataCorp).

RESULTS

Selected Studies

The electronic search yielded 806 unique articles, of which 791 were excluded based on title and abstract, leaving 15 articles for full-text review (Appendix B). Appendix C describes the nine studies that were excluded, including the reason for exclusion. Table 1 describes the characteristics of the six studies that met study inclusion criteria. Studies were published between 1992 and 2020. Three studies were from Canada,10,24,25 two from the United States,8,23 and one from Sweden.9 Three studies occurred in an outpatient setting,9,10,25 and three were described as inpatient studies.8,23,24 SPS preparations included sorbitol in three studies,8,23,24 were not specified in one study,10 and were not included in two studies.9,25 SPS dosing varied widely, with median doses of 15 to 30 g in three studies,9,24,25 45 to 50 g in two studies,8,23 and unspecified in one study.10 Duration of exposure typically ranged from 1 to 7 days but was not consistently described. For example, two of the studies did not report duration of exposure,8,10 and a third study reported a single dispensation of 450 g in 41% of patients, with the remaining 59% averaging three dispensations within the first year.9 Sample size ranged from 33 to 123,391 patients. Most patients were male, and mean ages ranged from 44 to 78 years. Two studies limited participation to those with chronic kidney disease (CKD) with glomerular filtration rate (GFR) <4024 or CKD stage 4 or 5 or dialysis.9 Two studies specifically limited participation to patients with potassium levels of 5.0 to 5.9 mmol/L.24,25 All six studies reported outcomes for intestinal necrosis, and four reported composite outcomes for major adverse gastrointestinal events.9,10,24,25

Characteristics of Included Studies

Table 2 describes the assessment of risk of bias using the ROBINS-I tool for the five retrospective observational studies and the RoB 2 tool for the one RCT.13,14 Three studies were rated as having serious risk of bias, with the remainder having a moderate risk of bias or some concerns. Two studies were judged as having a serious risk of bias because of potential confounding.8,23 To be judged low or moderate risk, studies needed to measure and control for potential risk factors for intestinal ischemia, such as age, diabetes, vascular disease, and heart failure.26,27 One study also had serious risk of bias for selective reporting because the published abstract of the study used a different analysis and had contradictory results from the published study.9,28 An additional area of risk of bias that did not fit into the ROBINS-I tool is that the two studies that used survival analysis chose durations for the outcome that were longer than would be expected for adverse events from SPS to be evident. One study chose 30 days and the other up to a maximum of 11 years from the time of exposure.9,10

Risk of Bias Assessment Using ROBINS-I for Observational Studies and RoB 2 for RCT

Quantitative Outcomes

Six studies including 26,716 patients treated with SPS and controls reported the proportion of patients who developed intestinal necrosis. The Figure shows the individual study and pooled results for intestinal necrosis. The prevalence of intestinal ischemia in patients treated with SPS was 0.1% (95% CI, 0.03%-0.17%). The pooled odds ratio (OR) of intestinal necrosis was 1.43 (95% CI, 0.39-5.20). The 90% predicted interval for future studies was 0.08 to 26.6. Two studies reported rates of intestinal necrosis using survival analysis. The pooled HR from these studies was 2.00 (95% CI, 0.45-8.78). Two studies performed survival analysis for a composite outcome of severe gastrointestinal adverse events. The pooled HR for these two studies was 1.46 (95% CI, 1.01-2.11).

For the meta-analysis of intestinal necrosis, we found moderate-high statistical significance (Q = 18.82; P < .01; I² = 67.8%). Sensitivity analysis removing each study did not affect heterogeneity, with the exception of removing the study by Laureati et al,9 which resolved the heterogeneity (Q = 1.7, P = .8, I² = 0%). The pooled effect for intestinal necrosis also became statistically significant after removing Laureati et al (OR, 2.87; 95% CI, 1.24-6.63).9 We also performed two subgroup analyses, including studies that involved the concomitant use of sorbitol8,23,24 compared with studies that did not9,25 and subgroup analysis removing studies with zero events. Studies that included sorbitol found higher rates of intestinal necrosis (OR, 2.26; 95% CI, 0.80-6.38; I² = 0%) compared with studies that did not include sorbitol (OR, 0.25; 95% CI, 0.11-0.57; I² = 0%; test of group difference, P < .01). Removing the three studies with zero events resulted in a similar overall effect (OR, 1.30; 95% CI, 0.21-8.19). Finally, a meta-analysis using risk difference instead of ORs found a non–statistically significant difference in rate of intestinal necrosis favoring the control group (risk difference, −0.00033; 95% CI, −0.0022 to 0.0015; I² = 84.6%).

Table 3 summarizes our review findings and presents overall strength of evidence. Overall strength of evidence was found to be very low. Per GRADE criteria,15,29 strength of evidence for observational studies starts at low and may then be modified by the presence of bias, inconsistency, indirectness, imprecision, effect size, and direction of confounding. In the case of the three meta-analyses in the present study, risk of bias was serious for more than half of the study weights. Strength of evidence was also downrated for imprecision because of the low number of events and resultant wide CIs.

Summary of Outcomes

DISCUSSION

In total, we found six studies that reported rates of intestinal necrosis or severe gastrointestinal adverse events with SPS use compared with controls. The pooled rate of intestinal necrosis was not significantly higher for patients exposed to SPS when analyzed either as the proportion of patients with events or as HRs. The pooled rate for a composite outcome of severe gastrointestinal side effects was significantly higher (HR, 1.46; 95% CI, 1.01-2.11). The overall strength of evidence for the association of SPS with either intestinal necrosis or the composite outcome was found to be very low because of risk of bias and imprecision.

In some ways, our results emphasize the difficulty of showing a causal link between a medication and a possible rare adverse event. The first included study to assess the risk of intestinal necrosis after exposure to SPS compared with controls found only two events in the SPS group and no events in the control arm.23 Two additional studies that we found were small and did not report any events in either arm.24,25 The first large study to assess the risk of intestinal ischemia included more than 2,000 patients treated with SPS and more than 100,000 controls but found no difference in risk.8 The next large study did find increased risk of both intestinal necrosis (incidence rate, 6.82 per 1,000 person-years compared with 1.22 per 1,000 person-years for controls) and a composite outcome (incidence rate, 22.97 per 1,000 person-years compared with 11.01 per 1000 person-years for controls), but in the time to event analysis included events up to 30 days after treatment with SPS.10 A prior review of case reports of SPS and intestinal necrosis found a median of 2 days between SPS treatment and symptom onset.7 It is unlikely the authors would have had sufficient events to meaningfully compare rates if they limited the analysis to events within 7 days of SPS treatment, but events after a week of exposure are unlikely to be due to SPS. The final study to assess the association of SPS with intestinal necrosis actually found higher rates of intestinal necrosis in the control group when analyzed as proportions with events but reported a higher rate of a composite outcome of severe gastrointestinal adverse events that included nine separate International Classification of Diseases codes occurring up to 11 years after SPS exposure.9 This study was limited by evidence of selective reporting and was funded by the manufacturers of an alternative cation-exchange medication.

Based on our review of the literature, it is unclear if SPS does cause intestinal ischemia. The pooled results for intestinal ischemia analyzed as a proportion with events or with survival analysis did not find a statistically significantly increased risk. Because most of the included studies had low event rates and serious risk of bias, it may be possible that larger, well-designed studies will find that there is in fact a higher risk of intestinal necrosis. Conversely, it is possible that any observed association between SPS use and intestinal necrosis is due to confounding and that patients who are at risk for developing hyperkalemia and being treated with SPS are also at risk for intestinal necrosis. Diabetes, vascular disease, and heart failure are independently associated with colonic necrosis and are frequently present in patients who develop hyperkalemia while on renin-angiotensin-aldosterone system inhibitors (RAAS-I), and this is the population commonly treated with potassium binders such as SPS.26, 27

A cost analysis of SPS vs potential alternatives such as patiromer for patients on chronic RAAS-I with a history of hyperkalemia or CKD published by Little et al26 concluded that SPS remained the cost-effective option when colonic necrosis incidence is 19.9% or less, and our systematic review reveals an incidence of 0.1% (95% CI, 0.03-0.17%). The incremental cost-effectiveness ratio was an astronomical $26,088,369 per quality-adjusted life-year gained, per Little’s analysis.

Limitations of our review are the heterogeneity of studies, which varied regarding inpatient or outpatient setting, formulations such as dosing, frequency, whether sorbitol was used, and interval from exposure to outcome measurement, which ranged from 7 days to 1 year. On sensitivity analysis, statistical heterogeneity was resolved by removing the study by Laureati et al.9 This study was notably different from the others because it included events occurring up to 1 year after exposure to SPS, which may have resulted in any true effect being diluted by later events unrelated to SPS. We did not exclude this study post hoc because this would result in bias; however, because the overall result becomes statistically significant without this study, our overall conclusion should be interpreted with caution.30 It is possible that future well-conducted studies may still find an effect of SPS on intestinal necrosis. Similarly, the finding that studies with SPS coformulated with sorbitol had statistically significantly increased risk of intestinal necrosis compared with studies without sorbitol should be interpreted with caution because the study by Laureati et al9 was included in the studies without sorbitol.

CONCLUSIONS

Based on our review of six studies, the risk of intestinal necrosis with SPS is not statistically significantly greater than controls, although there was a statistically significantly increased risk for the composite outcome of severe gastrointestinal side effects based on two studies. Owing to risk of bias from potential confounding and selective reporting, the overall strength of evidence to support an association between SPS and intestinal necrosis or other severe gastrointestinal side effects is very low.

This work was presented at the Society of General Internal Medicine and Society of Hospital Medicine 2021 annual conferences.

Sodium polystyrene sulfonate (SPS) was first approved in the United States in 1958 and is a commonly prescribed medication for hyperkalemia.1 SPS works by exchanging potassium for sodium in the colonic lumen, thereby promoting potassium loss in the stool. However, reports of severe gastrointestinal side effects, particularly intestinal necrosis, have been persistent since the 1970s,2 leading some authors to recommend against the use of SPS.3,4 In 2009, the US Food and Drug Administration (FDA) warned against concomitant sorbitol administration, which was implicated in some studies.4,5 The concern about gastrointestinal side effects has also led to the development and FDA approval of two new cation-exchange resins for treatment of hyperkalemia.6 A prior systematic review of the literature found 30 separate case reports or case series including a total of 58 patients who were treated with SPS and developed severe gastrointestinal side effects.7 Because the included studies were all case reports or case series and therefore did not include comparison groups, it could not be determined whether SPS had a causal role in gastrointestinal side effects, and the authors could only conclude that there was a “possible” association. In contrast to case reports, several large cohort studies have been published more recently and report the risk of severe gastrointestinal adverse events associated with SPS compared with controls.8-10 While some studies found an increased risk, others have not. Given this uncertainty, we undertook a systematic review of studies that report the incidence of severe gastrointestinal side effects with SPS compared with controls.

METHODS

Data Sources and Search Strategy

A systematic search of the literature was conducted by a medical librarian using the Cochrane Library, Embase, Medline, Google Scholar, PubMed, Scopus, and Web of Science Core Collection databases to find relevant articles published from database inception to October 4, 2020. The search was peer reviewed by a second medical librarian using Peer Review of Electronic Search Strategies (PRESS).11 Databases were searched using a combination of controlled vocabulary and free-text terms for “SPS” and “bowel necrosis.” Details of the full search strategy are listed in Appendix A. References from all databases were imported into an EndNote X9 library, duplicates removed, and then uploaded into Covidence, a screening and data-extraction tool. Two authors (JLH and EAM) independently screened all titles and abstracts for full-text review and ultimate inclusion. A third reviewer (CGG) resolved discrepancies. The Preferred Reporting Items for Systematic Reviews and Meta-analyses (PRISMA) guidelines were used for planning and reporting our review.12 The review protocol was registered in the PROSPERO database (registration CRD42020213119).

Data Extraction and Quality Assessment

We used a standardized form to extract data, which included author, year, country, study design, setting, number of patients, SPS formulation, dosing, exposure, sorbitol content, outcomes of intestinal necrosis and the composite severe gastrointestinal adverse events, and the duration of time from SPS exposure to outcome occurrence. Two reviewers (JLH and AER) independently assessed the methodological quality of included studies using the Risk of Bias in Non-randomized Studies of Interventions (ROBINS-I) tool for observational studies13 and the Revised Cochrane risk of bias (RoB 2) tool for randomized controlled trials (RCTs).14 Additionally, two reviewers (JLH and CGG) graded overall strength of evidence based on the Grading of Recommendations Assessment, Development and Evaluation (GRADE) system.15 Disagreement was resolved by consensus.

Data Synthesis and Analysis

The proportion of patients with intestinal necrosis was compared using random effects meta-analysis using the restricted maximum likelihood method.16 For the two studies that reported hazard ratios (HRs), meta-analysis was performed after log transformation of the HRs and CIs. One study that performed survival analysis presented data for both the duration of the study (up to 11 years) and up to 1 year after exposure.9 We used the data up to 1 year after exposure because we believed later events were more likely to be due to chance than exposure to SPS. For studies with zero events, we used the treat ment-arm continuity correction, which has been reported to be preferable to the standard fixed-correction factor.17 We also performed two sensitivity analyses, including omitting the studies with zero events and performing meta-analysis using risk difference. The prevalence of intestinal ischemia was pooled using the DerSimonian and Laird18 random effects model with Freeman-Tukey19 double arcsine transformation. Heterogeneity was estimated using the I² statistic. I² values of 25%, 50%, and 75% were considered low, moderate, and high heterogeneity, respectively.20 Meta-regression and tests for small-study effects were not performed because of the small number of included studies.21 In addition to random effects meta-analysis, we calculated the 90% predicted interval for future studies for the pooled effect of intestinal ischemia.22 Statistical analysis was performed using meta and metaprop commands in Stata/IC, version 16.1 (StataCorp).

RESULTS

Selected Studies

The electronic search yielded 806 unique articles, of which 791 were excluded based on title and abstract, leaving 15 articles for full-text review (Appendix B). Appendix C describes the nine studies that were excluded, including the reason for exclusion. Table 1 describes the characteristics of the six studies that met study inclusion criteria. Studies were published between 1992 and 2020. Three studies were from Canada,10,24,25 two from the United States,8,23 and one from Sweden.9 Three studies occurred in an outpatient setting,9,10,25 and three were described as inpatient studies.8,23,24 SPS preparations included sorbitol in three studies,8,23,24 were not specified in one study,10 and were not included in two studies.9,25 SPS dosing varied widely, with median doses of 15 to 30 g in three studies,9,24,25 45 to 50 g in two studies,8,23 and unspecified in one study.10 Duration of exposure typically ranged from 1 to 7 days but was not consistently described. For example, two of the studies did not report duration of exposure,8,10 and a third study reported a single dispensation of 450 g in 41% of patients, with the remaining 59% averaging three dispensations within the first year.9 Sample size ranged from 33 to 123,391 patients. Most patients were male, and mean ages ranged from 44 to 78 years. Two studies limited participation to those with chronic kidney disease (CKD) with glomerular filtration rate (GFR) <4024 or CKD stage 4 or 5 or dialysis.9 Two studies specifically limited participation to patients with potassium levels of 5.0 to 5.9 mmol/L.24,25 All six studies reported outcomes for intestinal necrosis, and four reported composite outcomes for major adverse gastrointestinal events.9,10,24,25

Characteristics of Included Studies

Table 2 describes the assessment of risk of bias using the ROBINS-I tool for the five retrospective observational studies and the RoB 2 tool for the one RCT.13,14 Three studies were rated as having serious risk of bias, with the remainder having a moderate risk of bias or some concerns. Two studies were judged as having a serious risk of bias because of potential confounding.8,23 To be judged low or moderate risk, studies needed to measure and control for potential risk factors for intestinal ischemia, such as age, diabetes, vascular disease, and heart failure.26,27 One study also had serious risk of bias for selective reporting because the published abstract of the study used a different analysis and had contradictory results from the published study.9,28 An additional area of risk of bias that did not fit into the ROBINS-I tool is that the two studies that used survival analysis chose durations for the outcome that were longer than would be expected for adverse events from SPS to be evident. One study chose 30 days and the other up to a maximum of 11 years from the time of exposure.9,10

Risk of Bias Assessment Using ROBINS-I for Observational Studies and RoB 2 for RCT

Quantitative Outcomes

Six studies including 26,716 patients treated with SPS and controls reported the proportion of patients who developed intestinal necrosis. The Figure shows the individual study and pooled results for intestinal necrosis. The prevalence of intestinal ischemia in patients treated with SPS was 0.1% (95% CI, 0.03%-0.17%). The pooled odds ratio (OR) of intestinal necrosis was 1.43 (95% CI, 0.39-5.20). The 90% predicted interval for future studies was 0.08 to 26.6. Two studies reported rates of intestinal necrosis using survival analysis. The pooled HR from these studies was 2.00 (95% CI, 0.45-8.78). Two studies performed survival analysis for a composite outcome of severe gastrointestinal adverse events. The pooled HR for these two studies was 1.46 (95% CI, 1.01-2.11).

For the meta-analysis of intestinal necrosis, we found moderate-high statistical significance (Q = 18.82; P < .01; I² = 67.8%). Sensitivity analysis removing each study did not affect heterogeneity, with the exception of removing the study by Laureati et al,9 which resolved the heterogeneity (Q = 1.7, P = .8, I² = 0%). The pooled effect for intestinal necrosis also became statistically significant after removing Laureati et al (OR, 2.87; 95% CI, 1.24-6.63).9 We also performed two subgroup analyses, including studies that involved the concomitant use of sorbitol8,23,24 compared with studies that did not9,25 and subgroup analysis removing studies with zero events. Studies that included sorbitol found higher rates of intestinal necrosis (OR, 2.26; 95% CI, 0.80-6.38; I² = 0%) compared with studies that did not include sorbitol (OR, 0.25; 95% CI, 0.11-0.57; I² = 0%; test of group difference, P < .01). Removing the three studies with zero events resulted in a similar overall effect (OR, 1.30; 95% CI, 0.21-8.19). Finally, a meta-analysis using risk difference instead of ORs found a non–statistically significant difference in rate of intestinal necrosis favoring the control group (risk difference, −0.00033; 95% CI, −0.0022 to 0.0015; I² = 84.6%).

Table 3 summarizes our review findings and presents overall strength of evidence. Overall strength of evidence was found to be very low. Per GRADE criteria,15,29 strength of evidence for observational studies starts at low and may then be modified by the presence of bias, inconsistency, indirectness, imprecision, effect size, and direction of confounding. In the case of the three meta-analyses in the present study, risk of bias was serious for more than half of the study weights. Strength of evidence was also downrated for imprecision because of the low number of events and resultant wide CIs.

Summary of Outcomes

DISCUSSION

In total, we found six studies that reported rates of intestinal necrosis or severe gastrointestinal adverse events with SPS use compared with controls. The pooled rate of intestinal necrosis was not significantly higher for patients exposed to SPS when analyzed either as the proportion of patients with events or as HRs. The pooled rate for a composite outcome of severe gastrointestinal side effects was significantly higher (HR, 1.46; 95% CI, 1.01-2.11). The overall strength of evidence for the association of SPS with either intestinal necrosis or the composite outcome was found to be very low because of risk of bias and imprecision.

In some ways, our results emphasize the difficulty of showing a causal link between a medication and a possible rare adverse event. The first included study to assess the risk of intestinal necrosis after exposure to SPS compared with controls found only two events in the SPS group and no events in the control arm.23 Two additional studies that we found were small and did not report any events in either arm.24,25 The first large study to assess the risk of intestinal ischemia included more than 2,000 patients treated with SPS and more than 100,000 controls but found no difference in risk.8 The next large study did find increased risk of both intestinal necrosis (incidence rate, 6.82 per 1,000 person-years compared with 1.22 per 1,000 person-years for controls) and a composite outcome (incidence rate, 22.97 per 1,000 person-years compared with 11.01 per 1000 person-years for controls), but in the time to event analysis included events up to 30 days after treatment with SPS.10 A prior review of case reports of SPS and intestinal necrosis found a median of 2 days between SPS treatment and symptom onset.7 It is unlikely the authors would have had sufficient events to meaningfully compare rates if they limited the analysis to events within 7 days of SPS treatment, but events after a week of exposure are unlikely to be due to SPS. The final study to assess the association of SPS with intestinal necrosis actually found higher rates of intestinal necrosis in the control group when analyzed as proportions with events but reported a higher rate of a composite outcome of severe gastrointestinal adverse events that included nine separate International Classification of Diseases codes occurring up to 11 years after SPS exposure.9 This study was limited by evidence of selective reporting and was funded by the manufacturers of an alternative cation-exchange medication.

Based on our review of the literature, it is unclear if SPS does cause intestinal ischemia. The pooled results for intestinal ischemia analyzed as a proportion with events or with survival analysis did not find a statistically significantly increased risk. Because most of the included studies had low event rates and serious risk of bias, it may be possible that larger, well-designed studies will find that there is in fact a higher risk of intestinal necrosis. Conversely, it is possible that any observed association between SPS use and intestinal necrosis is due to confounding and that patients who are at risk for developing hyperkalemia and being treated with SPS are also at risk for intestinal necrosis. Diabetes, vascular disease, and heart failure are independently associated with colonic necrosis and are frequently present in patients who develop hyperkalemia while on renin-angiotensin-aldosterone system inhibitors (RAAS-I), and this is the population commonly treated with potassium binders such as SPS.26, 27

A cost analysis of SPS vs potential alternatives such as patiromer for patients on chronic RAAS-I with a history of hyperkalemia or CKD published by Little et al26 concluded that SPS remained the cost-effective option when colonic necrosis incidence is 19.9% or less, and our systematic review reveals an incidence of 0.1% (95% CI, 0.03-0.17%). The incremental cost-effectiveness ratio was an astronomical $26,088,369 per quality-adjusted life-year gained, per Little’s analysis.

Limitations of our review are the heterogeneity of studies, which varied regarding inpatient or outpatient setting, formulations such as dosing, frequency, whether sorbitol was used, and interval from exposure to outcome measurement, which ranged from 7 days to 1 year. On sensitivity analysis, statistical heterogeneity was resolved by removing the study by Laureati et al.9 This study was notably different from the others because it included events occurring up to 1 year after exposure to SPS, which may have resulted in any true effect being diluted by later events unrelated to SPS. We did not exclude this study post hoc because this would result in bias; however, because the overall result becomes statistically significant without this study, our overall conclusion should be interpreted with caution.30 It is possible that future well-conducted studies may still find an effect of SPS on intestinal necrosis. Similarly, the finding that studies with SPS coformulated with sorbitol had statistically significantly increased risk of intestinal necrosis compared with studies without sorbitol should be interpreted with caution because the study by Laureati et al9 was included in the studies without sorbitol.

CONCLUSIONS

Based on our review of six studies, the risk of intestinal necrosis with SPS is not statistically significantly greater than controls, although there was a statistically significantly increased risk for the composite outcome of severe gastrointestinal side effects based on two studies. Owing to risk of bias from potential confounding and selective reporting, the overall strength of evidence to support an association between SPS and intestinal necrosis or other severe gastrointestinal side effects is very low.

This work was presented at the Society of General Internal Medicine and Society of Hospital Medicine 2021 annual conferences.

References

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2. Arvanitakis C, Malek G, Uehling D, Morrissey JF. Colonic complications after renal transplantation. Gastroenterology. 1973;64(4):533-538.
3. Parks M, Grady D. Sodium polystyrene sulfonate for hyperkalemia. JAMA Intern Med. 2019;179(8):1023-1024. https://doi.org/10.1001/jamainternmed.2019.1291
4. Sterns RH, Rojas M, Bernstein P, Chennupati S. Ion-exchange resins for the treatment of hyperkalemia: are they safe and effective? J Am Soc Nephrol. 2010;21(5):733-735. https://doi.org/10.1681/ASN.2010010079
5. Lillemoe KD, Romolo JL, Hamilton SR, Pennington LR, Burdick JF, Williams GM. Intestinal necrosis due to sodium polystyrene (Kayexalate) in sorbitol enemas: clinical and experimental support for the hypothesis. Surgery. 1987;101(3):267-272.
6. Sterns RH, Grieff M, Bernstein PL. Treatment of hyperkalemia: something old, something new. Kidney Int. 2016;89(3):546-554. https://doi.org/10.1016/j.kint.2015.11.018
7. Harel Z, Harel S, Shah PS, Wald R, Perl J, Bell CM. Gastrointestinal adverse events with sodium polystyrene sulfonate (Kayexalate) use: a systematic review. Am J Med. 2013;126(3):264.e269-24. https://doi.org/10.1016/j.amjmed.2012.08.016
8. Watson MA, Baker TP, Nguyen A, et al. Association of prescription of oral sodium polystyrene sulfonate with sorbitol in an inpatient setting with colonic necrosis: a retrospective cohort study. Am J Kidney Dis. 2012;60(3):409-416. https://doi.org/10.1053/j.ajkd.2012.04.023
9. Laureati P, Xu Y, Trevisan M, et al. Initiation of sodium polystyrene sulphonate and the risk of gastrointestinal adverse events in advanced chronic kidney disease: a nationwide study. Nephrol Dial Transplant. 2020;35(9):1518-1526. https://doi.org/10.1093/ndt/gfz150
10. Noel JA, Bota SE, Petrcich W, et al. Risk of hospitalization for serious adverse gastrointestinal events associated with sodium polystyrene sulfonate use in patients of advanced age. JAMA Intern Med. 2019;179(8):1025-1033. https://doi.org/10.1001/jamainternmed.2019.0631
11. McGowan J, Sampson M, Salzwedel DM, Cogo E, Foerster V, Lefebvre C. PRESS Peer Review of Electronic Search Strategies: 2015 guideline statement. J Clin Epidemiol. 2016;75:40-46. https://doi.org/10.1016/j.jclinepi.2016.01.021
12. Liberati A, Altman DG, Tetzlaff J, et al. The PRISMA statement for reporting systematic reviews and meta-analyses of studies that evaluate health care interventions: explanation and elaboration. Ann Intern Med. 2009;151(4):W65-94. https://doi.org/10.7326/0003-4819-151-4-200908180-00136
13. Sterne JA, Hernán MA, Reeves BC, et al. ROBINS-I: a tool for assessing risk of bias in non-randomised studies of interventions. BMJ. 2016;355:i4919. https://doi.org/10.1136/bmj.i4919
14. Sterne JAC, Savovic J, Page MJ, et al. RoB 2: a revised tool for assessing risk of bias in randomised trials. BMJ. 2019;366:l4898. https://doi.org/10.1136/bmj.l4898
15. Guyatt G, Oxman AD, Akl EA, et al. GRADE guidelines: 1. Introduction-GRADE evidence profiles and summary of findings tables. J Clin Epidemiol. 2011;64(4):383-394. https://doi.org/10.1016/j.jclinepi.2010.04.026
16. Raudenbush SW. Analyzing effect sizes: random-effects models. In: Cooper H, Hedges LV, Valentine JC, eds. The Handbook of Research Synthesis and Meta-Analysis. 2nd ed. Russel Sage Foundation; 2009:295-316.
17. Sweeting MJ, Sutton AJ, Lambert PC. What to add to nothing? Use and avoidance of continuity corrections in meta-analysis of sparse data. Stat Med. 2004;23(9):1351-1375. https://doi.org/10.1002/sim.1761
18. DerSimonian R, Laird N. Meta-analysis in clinical trials. Control Clin Trials. 1986;7(3):177-188. https://doi.org/10.1016/0197-2456(86)90046-2
19. Freeman MF, Tukey JW. Transformations related to the angular and the square root. Ann Math Statist. 1950;21(4):607-611. https://doi.org/10.1214/aoms/1177729756
20. Higgins JPT, Thompson SG, Deeks JJ, Altman DG. Measuring inconsistency in meta-analyses. BMJ. 2003;327(7414):557-560. https://doi.org/10.1136/bmj.327.7414.557
21. Higgins JPT, Chandler TJ, Cumptson M, Li T, Page MJ, Welch VA, eds. Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Cochrane, 2020. www.training.cochrane.org/handbook
22. Higgins JPT, Thompson SG, Spiegelhalter DJ. A re-evaluation of random-effects meta-analysis. J R Stat Soc Ser A Stat Soc. Jan 2009;172(1):137-159. https://doi.org/10.1111/j.1467-985X.2008.00552.x
23. Gerstman BB, Kirkman R, Platt R. Intestinal necrosis associated with postoperative orally administered sodium polystyrene sulfonate in sorbitol. Am J Kidney Dis. 1992;20(2):159-161. https://doi.org/10.1016/s0272-6386(12)80544-0
24. Batterink J, Lin J, Au-Yeung SHM, Cessford T. Effectiveness of sodium polystyrene sulfonate for short-term treatment of hyperkalemia. Can J Hosp Pharm. 2015;68(4):296-303. https://doi.org/10.4212/cjhp.v68i4.1469
25. Lepage L, Dufour AC, Doiron J, et al. Randomized clinical trial of sodium polystyrene sulfonate for the treatment of mild hyperkalemia in CKD. Clin J Am Soc Nephrol. 2015;10(12):2136-2142. https://doi.org/10.2215/CJN.03640415
26. Little DJ, Nee R, Abbott KC, Watson MA, Yuan CM. Cost-utility analysis of sodium polystyrene sulfonate vs. potential alternatives for chronic hyperkalemia. Clin Nephrol. 2014;81(4):259-268. https://doi.org/10.5414/cn108103
27. Cubiella Fernández J, Núñez Calvo L, González Vázquez E, et al. Risk factors associated with the development of ischemic colitis. World J Gastroenterol. 2010;16(36):4564-4569. https://doi.org/10.3748/wjg.v16.i36.4564
28. Laureati P, Evans M, Trevisan M, et al. Sodium polystyrene sulfonate, practice patterns and associated adverse event risk; a nationwide analysis from the Swedish Renal Register [abstract]. Nephroly Dial Transplant. 2019;34(suppl 1):i94. https://doi.org/10.1093/ndt/gfz106.FP151
29. Santesso N, Carrasco-Labra A, Langendam M, et al. Improving GRADE evidence tables part 3: detailed guidance for explanatory footnotes supports creating and understanding GRADE certainty in the evidence judgments. J Clin Epidemiol. 2016;74:28-39. https://doi.org/10.1016/j.jclinepi.2015.12.006
30. Deeks JJ HJ, Altman DG. Analysing data and undertaking meta-analyses. In: Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Higgins JPT, Thomas J, Chandler J, Cumpston M, Li T, Page MJ, Welch VA, eds. Cochrane, 2020. www.training.cochrane.org/handbook

References

1. Labriola L, Jadoul M. Sodium polystyrene sulfonate: still news after 60 years on the market. Nephrol Dial Transplant. 2020;35(9):1455-1458. https://doi.org/10.1093/ndt/gfaa004
2. Arvanitakis C, Malek G, Uehling D, Morrissey JF. Colonic complications after renal transplantation. Gastroenterology. 1973;64(4):533-538.
3. Parks M, Grady D. Sodium polystyrene sulfonate for hyperkalemia. JAMA Intern Med. 2019;179(8):1023-1024. https://doi.org/10.1001/jamainternmed.2019.1291
4. Sterns RH, Rojas M, Bernstein P, Chennupati S. Ion-exchange resins for the treatment of hyperkalemia: are they safe and effective? J Am Soc Nephrol. 2010;21(5):733-735. https://doi.org/10.1681/ASN.2010010079
5. Lillemoe KD, Romolo JL, Hamilton SR, Pennington LR, Burdick JF, Williams GM. Intestinal necrosis due to sodium polystyrene (Kayexalate) in sorbitol enemas: clinical and experimental support for the hypothesis. Surgery. 1987;101(3):267-272.
6. Sterns RH, Grieff M, Bernstein PL. Treatment of hyperkalemia: something old, something new. Kidney Int. 2016;89(3):546-554. https://doi.org/10.1016/j.kint.2015.11.018
7. Harel Z, Harel S, Shah PS, Wald R, Perl J, Bell CM. Gastrointestinal adverse events with sodium polystyrene sulfonate (Kayexalate) use: a systematic review. Am J Med. 2013;126(3):264.e269-24. https://doi.org/10.1016/j.amjmed.2012.08.016
8. Watson MA, Baker TP, Nguyen A, et al. Association of prescription of oral sodium polystyrene sulfonate with sorbitol in an inpatient setting with colonic necrosis: a retrospective cohort study. Am J Kidney Dis. 2012;60(3):409-416. https://doi.org/10.1053/j.ajkd.2012.04.023
9. Laureati P, Xu Y, Trevisan M, et al. Initiation of sodium polystyrene sulphonate and the risk of gastrointestinal adverse events in advanced chronic kidney disease: a nationwide study. Nephrol Dial Transplant. 2020;35(9):1518-1526. https://doi.org/10.1093/ndt/gfz150
10. Noel JA, Bota SE, Petrcich W, et al. Risk of hospitalization for serious adverse gastrointestinal events associated with sodium polystyrene sulfonate use in patients of advanced age. JAMA Intern Med. 2019;179(8):1025-1033. https://doi.org/10.1001/jamainternmed.2019.0631
11. McGowan J, Sampson M, Salzwedel DM, Cogo E, Foerster V, Lefebvre C. PRESS Peer Review of Electronic Search Strategies: 2015 guideline statement. J Clin Epidemiol. 2016;75:40-46. https://doi.org/10.1016/j.jclinepi.2016.01.021
12. Liberati A, Altman DG, Tetzlaff J, et al. The PRISMA statement for reporting systematic reviews and meta-analyses of studies that evaluate health care interventions: explanation and elaboration. Ann Intern Med. 2009;151(4):W65-94. https://doi.org/10.7326/0003-4819-151-4-200908180-00136
13. Sterne JA, Hernán MA, Reeves BC, et al. ROBINS-I: a tool for assessing risk of bias in non-randomised studies of interventions. BMJ. 2016;355:i4919. https://doi.org/10.1136/bmj.i4919
14. Sterne JAC, Savovic J, Page MJ, et al. RoB 2: a revised tool for assessing risk of bias in randomised trials. BMJ. 2019;366:l4898. https://doi.org/10.1136/bmj.l4898
15. Guyatt G, Oxman AD, Akl EA, et al. GRADE guidelines: 1. Introduction-GRADE evidence profiles and summary of findings tables. J Clin Epidemiol. 2011;64(4):383-394. https://doi.org/10.1016/j.jclinepi.2010.04.026
16. Raudenbush SW. Analyzing effect sizes: random-effects models. In: Cooper H, Hedges LV, Valentine JC, eds. The Handbook of Research Synthesis and Meta-Analysis. 2nd ed. Russel Sage Foundation; 2009:295-316.
17. Sweeting MJ, Sutton AJ, Lambert PC. What to add to nothing? Use and avoidance of continuity corrections in meta-analysis of sparse data. Stat Med. 2004;23(9):1351-1375. https://doi.org/10.1002/sim.1761
18. DerSimonian R, Laird N. Meta-analysis in clinical trials. Control Clin Trials. 1986;7(3):177-188. https://doi.org/10.1016/0197-2456(86)90046-2
19. Freeman MF, Tukey JW. Transformations related to the angular and the square root. Ann Math Statist. 1950;21(4):607-611. https://doi.org/10.1214/aoms/1177729756
20. Higgins JPT, Thompson SG, Deeks JJ, Altman DG. Measuring inconsistency in meta-analyses. BMJ. 2003;327(7414):557-560. https://doi.org/10.1136/bmj.327.7414.557
21. Higgins JPT, Chandler TJ, Cumptson M, Li T, Page MJ, Welch VA, eds. Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Cochrane, 2020. www.training.cochrane.org/handbook
22. Higgins JPT, Thompson SG, Spiegelhalter DJ. A re-evaluation of random-effects meta-analysis. J R Stat Soc Ser A Stat Soc. Jan 2009;172(1):137-159. https://doi.org/10.1111/j.1467-985X.2008.00552.x
23. Gerstman BB, Kirkman R, Platt R. Intestinal necrosis associated with postoperative orally administered sodium polystyrene sulfonate in sorbitol. Am J Kidney Dis. 1992;20(2):159-161. https://doi.org/10.1016/s0272-6386(12)80544-0
24. Batterink J, Lin J, Au-Yeung SHM, Cessford T. Effectiveness of sodium polystyrene sulfonate for short-term treatment of hyperkalemia. Can J Hosp Pharm. 2015;68(4):296-303. https://doi.org/10.4212/cjhp.v68i4.1469
25. Lepage L, Dufour AC, Doiron J, et al. Randomized clinical trial of sodium polystyrene sulfonate for the treatment of mild hyperkalemia in CKD. Clin J Am Soc Nephrol. 2015;10(12):2136-2142. https://doi.org/10.2215/CJN.03640415
26. Little DJ, Nee R, Abbott KC, Watson MA, Yuan CM. Cost-utility analysis of sodium polystyrene sulfonate vs. potential alternatives for chronic hyperkalemia. Clin Nephrol. 2014;81(4):259-268. https://doi.org/10.5414/cn108103
27. Cubiella Fernández J, Núñez Calvo L, González Vázquez E, et al. Risk factors associated with the development of ischemic colitis. World J Gastroenterol. 2010;16(36):4564-4569. https://doi.org/10.3748/wjg.v16.i36.4564
28. Laureati P, Evans M, Trevisan M, et al. Sodium polystyrene sulfonate, practice patterns and associated adverse event risk; a nationwide analysis from the Swedish Renal Register [abstract]. Nephroly Dial Transplant. 2019;34(suppl 1):i94. https://doi.org/10.1093/ndt/gfz106.FP151
29. Santesso N, Carrasco-Labra A, Langendam M, et al. Improving GRADE evidence tables part 3: detailed guidance for explanatory footnotes supports creating and understanding GRADE certainty in the evidence judgments. J Clin Epidemiol. 2016;74:28-39. https://doi.org/10.1016/j.jclinepi.2015.12.006
30. Deeks JJ HJ, Altman DG. Analysing data and undertaking meta-analyses. In: Cochrane Handbook for Systematic Reviews of Interventions version 6.1 (updated September 2020). Higgins JPT, Thomas J, Chandler J, Cumpston M, Li T, Page MJ, Welch VA, eds. Cochrane, 2020. www.training.cochrane.org/handbook

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Clinical Progress Note: E-cigarette, or Vaping, Product Use-Associated Lung Injury

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Clinical Progress Note: E-cigarette, or Vaping, Product Use-Associated Lung Injury

E-cigarettes are handheld devices that are used to aerosolize a liquid that commonly contains nicotine, flavorings, and polyethylene glycol and/or vegetable glycerin. These products vary widely in design and style (Figure 1); from the disposable “cigalikes” to vape pens, mods, tanks, and pod systems such as JUUL, there has been a dramatic increase in the recognition, use, sale, and variety of products.1 In addition to the known risks of e-cigarette use, with youth nicotine addiction and progression to cigarette smoking, there is evidence of a wide range of health concerns, including pulmonary and cardiovascular effects, immune dysfunction, and carcinogenesis.1 The emergence of patients with severe lung injury in the summer of 2019 highlighted the harmful health effects specific to these tobacco products.2 Ultimately named EVALI (e-cigarette, or vaping, product use-associated lung injury), there have been 2,807 hospitalized patients with 68 deaths reported to the Centers for Disease Control and Prevention (CDC).2,3 This clinical progress note reviews the epidemiology and clinical course of EVALI and strategies to distinguish the disease from other illnesses. This is particularly timely with the emergence of and surges in COVID-19 cases.4

E-cigarette Devices and E-cigarette Solutions

SEARCH STRATEGY

As the first reports of patients with e-cigarette–associated lung injury were made in the summer of 2019, and the CDC defined EVALI in the fall of 2019, a PubMed search was performed for studies published from June 2019 to June 2020, using the search terms “EVALI” or “e-cigarette–associated lung injury.” In addition, the authors reviewed the CDC and US Food and Drug Administration (FDA) website and presentations on EVALI available in the public domain. Articles discussing COVID-19 and EVALI that the authors became aware of were also included. This update is intended for hospitalists as well as researchers and public health advocates. 

DEFINING EVALI

Standard diagnostic criteria do not yet exist, and EVALI remains a diagnosis of exclusion. For epidemiologic (and not diagnostic) purposes, however, the CDC developed the following definitions.3 A confirmed EVALI case must include all of the following criteria:

  • Vaping or dabbing within 90 days prior to symptoms. Vaping refers to using e-cigarettes, while dabbing denotes inhaling concentrated tetrahydrocannabinol (THC) products, also known as wax, shatter, or oil
  • Pulmonary infiltrates on chest X-ray (CXR) or ground-glass opacities on computed tomography (CT) scan
  • Absence of pulmonary infection (including negative respiratory viral panel and influenza testing)
  • Negative respiratory infectious disease testing, as clinically indicated
  • No evidence in the medical record to suggest an alternative diagnosis

The criteria for a probable EVALI case are similar, except that an infection may be identified but thought not to be the sole cause of lung injury, or the minimum criteria to rule out infection may not be met.

EPIDEMIOLOGY AND DEMOGRAPHICS

Although cases have been reported in all 50 states, the District of Columbia, and two US territories, geographic heterogeneity has been observed.3 Hospital admissions for EVALI reported to the CDC peaked in mid-September 2019 and declined through February 2020.3,8 Although the CDC is no longer reporting weekly numbers, cases continue to be reported in the literature, and current numbers are unclear.4,9,10 The decrease in cases since the peak is thought to be due to increased public awareness of the dangers associated with vaping (particularly with THC-containing products), law enforcement actions, and removal of vitamin E acetate from products.3,8

Risk factors associated with EVALI include younger age, male sex, and use of THC products.5,6 The median age of hospitalized patients diagnosed with EVALI is 24 years, with patients ranging from 13 to 85 years old.3 Overall, 66% of all EVALI patients were male, 82% reported use of a THC-containing product, and 57% reported use of a nicotine-containing product. Approximately 14% of patients reported exclusive nicotine use.3

Nearly half (44%) of hospitalized EVALI patients reported to the CDC required intensive care.7 Of the 68 fatal cases reported to the CDC, the patients were older, with a median age of 51 years (range, 15-75 years), and had increased rates of preexisting conditions, including obesity, asthma, cardiac disease, chronic obstructive pulmonary disease, and mental health disorders.7

HISTORICAL FEATURES

Patients with EVALI may initially present with a variety of respiratory, gastrointestinal, and constitutional symptoms (including fever, muscle aches, and fatigue).11 For this reason, clinicians should universally ask about vaping or dabbing as part of an exposure history, taking care to ensure confidentiality, especially in the adolescent or youth population.12 If the patient reports use, details, including the types of devices, how they were obtained and used, the ingredients in the e-cigarette solution (e-liquid), and the presence of additives or flavorings, should all be noted.3,5,9,12 This history may not be volunteered by the patient, which could result in a delay in diagnosing EVALI.9,12 Although the CDC uses vaping within 90 days in the criteria for diagnosis,3 the likelihood of EVALI decreases with increased time from last use; longer than 1 month is unlikely to be related.11

PHYSICAL EXAM AND LABORATORY STUDIES

Physical assessment of a patient with EVALI may be notable for fever, tachypnea, hypoxemia, or tachycardia; rales may be present, but the exam is often otherwise unrevealing.5,11,12Lab studies may show a mild leukocytosis with neutrophilic predominance and elevated inflammatory markers, including erythrocyte sedimentation rate and C-reactive protein. Procalcitonin may be normal or mildly increased, and, rarely, impaired renal function, hyponatremia, and mild transaminitis may also be present.5,7 As EVALI remains a diagnosis of exclusion, an infectious workup must be completed, which should include evaluation of respiratory viruses and influenza, as well as SARS-CoV-2 testing.11,12

IMAGING AND ADVANCED DIAGNOSTICS

CXR may show bilateral consolidative opacities.11 If the CXR is normal but EVALI is suspected, a CT scan can be considered for diagnostic purposes. Ground-glass opacities are often present on CT imaging (Figure 2), occasionally with subpleural sparing, although this finding is also nonspecific. Less frequently, pneumomediastinum, pleural effusion, or pneumothorax may occur.6,11

Computed Tomography Angiography With Contrast

Finally, bronchoscopy may be used to exclude other diagnoses if less invasive measures are not conclusive; pulmonary lipid-laden macrophages are associated with EVALI but are nonspecific.5 Cytology and/or biopsy can be used to eliminate other diagnoses but cannot confirm a diagnosis of EVALI.5

DIFFERENTIAL DIAGNOSIS

Hospitalists care for many patients with respiratory symptoms, particularly in the midst of the COVID-19 pandemic and influenza season. Common infectious etiologies that may present similarly include COVID-19, community-acquired pneumonia, influenza, and other viral respiratory illnesses. Hospitalists may rely on microbiologic testing to rule out these causes. If there is a history of vaping and dabbing and this testing is negative, EVALI must be considered more strongly. Recent case studies report that patients with EVALI have been presumed to have COVID-19, despite negative SARS-CoV-2 testing, resulting in delayed diagnosis.4,9 Two small case series suggest that leukocytosis, subpleural sparing on CT scan, vitamin E acetate or macrophages in bronchoalveolar lavage (BAL) fluid, and quick improvement with steroids may suggest a diagnosis of EVALI, as opposed to COVID-19.4,10

Consultation with pulmonary, infectious disease, and toxicology specialists may be of benefit when the diagnosis remains unclear, and specific patient characteristics should guide additional evaluation. Less common diagnoses may need to be considered depending on specific patient factors. For example, patients in certain geographical areas may need testing for endemic fungi, adolescents with recurrent respiratory illnesses may benefit from evaluation for structural lung disease or immunodeficiencies, and patients with impaired immune function need evaluation for Pneumocystis jiroveci infection.5 Diagnostic and treatment algorithms have been developed by the CDC; Kalininskiy et al11 have also proposed a clinical algorithm.12,13

TREATMENT AND CLINICAL COURSE

Empiric treatment for typical infectious pathogens is often provided until evaluation is complete.11,12 Although no randomized clinical trials exist, the CDC and other treatment algorithms recommend supportive care and abstinence from vaping.11-13 Although there are limited data regarding dose and duration, case reports have noted clinical improvement with corticosteroids.6,11-13 Use of steroids can be considered in consultation with a pulmonologist based on the clinical picture, including severity of illness, coexisting infections, and comorbidities.6,11-13 Overall, the clinical course for hospitalized patients with EVALI is variable, but the majority improve with supportive therapy.11,12

Substance use and mental health screening should be performed during hospitalization, as appropriate social support and tobacco use treatment are essential components of care.13 The FDA and CDC recommend universal abstention from all THC-containing products, particularly from informal sources. These agencies also recommend that all nonsmoking adults, including youth and women who are pregnant, abstain from the use of any e-cigarette products.3 Resources for patients who are tobacco users include the nationally available quit line, 1-800-QUIT-NOW, and Smokefree.gov. Similarly, follow-up with a primary care provider within 48 hours of discharge, as well as a visit with a pulmonologist within 4 weeks, is recommended by the CDC per the discharge readiness checklist, with the goal of improving management through earlier follow-up.13 Hospitalists should report confirmed or presumed cases to their local or state health department. Correct medical coding should also be used with diagnosis to better track and care for patients with EVALI; as of April 1, 2020, the World Health Organization established a new International Classification of Diseases, 10th Revision (ICD-10) code, U07.0, for vaping-related injury.14

FUTURE RESEARCH

As EVALI has only recently been described, further research on prevention, etiology, pathophysiology, treatment, and outcomes is needed Although the precise pathophysiology of EVALI remains unknown, vitamin E acetate, a diluent used in some THC-containing e-cigarette solutions, was detected in the BAL of 48 of 51 patients with EVALI (94%) in one study.15 However, available evidence is not sufficient to rule out other toxins found in e-cigarette solution.3 Longitudinal studies should be done to follow patients with EVALI with an emphasis on sustained tobacco use treatment, as the long-term effects of e-cigarette use remain unknown. Furthermore, although corticosteroids are often used, there have been no clinical trials on their efficacy, dose, or duration. Finally, since the CDC is no longer reporting cases, continued epidemiologic studies are necessary.

CONCLUSIONS AND IMPLICATIONS FOR CLINICAL CARE

EVALI, first reported in August 2019, is associated with vaping and e-cigarette use and may present with respiratory, gastrointestinal, and constitutional symptoms similar to COVID-19. Healthcare teams should universally screen patients for tobacco, vaping, and e-cigarette use. The majority of patients with EVALI improve with supportive care and abstinence from vaping and e-cigarettes. Tobacco cessation treatment, which includes access to pharmacotherapy and counseling, is critical for patients with EVALI. Additional treatment may include steroids in consultation with subspecialists. The pathophysiology and long-term effects of EVALI remain unclear. Hospitalists should continue to report cases to their local or state health department and use the ICD-10 code for EVALI.

References

1. Walley SC, Wilson KM, Winickoff JP, Groner J. A public health crisis: electronic cigarettes, vape, and JUUL. Pediatrics. 2019;143(6):e20182741. https://doi.org/10.1542/peds.2018-2741
2. Davidson K, Brancato A, Heetderks P, et al. Outbreak of electronic-cigarette-associated acute lipoid pneumonia—North Carolina, July-August 2019. MMWR Morb Mortal Wkly Rep. 2019;68(36):784-786. https://doi.org/10.15585/mmwr.mm6836e1
3. Centers for Disease Control and Prevention. Outbreak of lung injury associated with the use of e-cigarette, or vaping, products. Updated February 25, 2020. Accessed June 5, 2020.https://www.cdc.gov/tobacco/basic_information/e-cigarettes/severe-lung-disease.html
4. Callahan SJ, Harris D, Collingridge DS, et al. Diagnosing EVALI in the time of COVID-19. Chest. 2020;158(5):2034-2037. https://doi.org/10.1016/j.chest.2020.06.029
5. Aberegg SK, Maddock SD, Blagev DP, Callahan SJ. Diagnosis of EVALI: general approach and the role of bronchoscopy. Chest. 2020;158(2):820-827. https://doi.org/10.1016/j.chest.2020.02.018
6. Layden JE, Ghinai I, Pray I, et al. Pulmonary illness related to e-cigarette use in Illinois and Wisconsin —final report. N Engl J Med. 2020;382(10):903-916. https://doi.org/10.1056/NEJMoa1911614
7. Werner AK, Koumans EH, Chatham-Stephens K, et al. Hospitalizations and deaths associated with EVALI. N Engl J Med. 2020;382(17):1589-1598. https://doi.org/10.1056/NEJMoa1915314
8. Krishnasamy VP, Hallowell BD, Ko JY, et al. Update: characteristics of a nationwide outbreak of e-cigarette, or vaping, product use-associated lung injury—United States, August 2019-January 2020. MMWR Morb Mortal Wkly Rep. 2020;69(3):90-94. https://doi.org/10.15585/mmwr.mm6903e2
9. Armatas C, Heinzerling A, Wilken JA. Notes from the field: e-cigarette, or vaping, product use-associated lung injury cases during the COVID-19 response—California, 2020. MMWR Morb Mortal Wkly Rep. 2020;69(25):801-802. https://doi.org/10.15585/mmwr.mm6925a5
10. Kazachkov M, Pirzada M. Diagnosis of EVALI in the COVID-19 era. Lancet Respir Med. 2020;8(12):1169-1170. https://doi.org/10.1016/S2213-2600(20)30450-1
11. Kalininskiy A, Bach CT, Nacca NE, et al. E-cigarette, or vaping, product use associated lung injury (EVALI): case series and diagnostic approach. Lancet Respir Med. 2019;7(12):1017-1026. https://doi.org/10.1016/S2213-2600(19)30415-1
12. Jatlaoui TC, Wiltz JL, Kabbani S, et al. Update: interim guidance for health care providers for managing patients with suspected e-cigarette, or vaping, product use-associated lung injury—United States, November 2019. MMWR Morb Mortal Wkly Rep. 2019;68(46):1081-1086. https://doi.org/10.15585/mmwr.mm6846e2
13. Evans ME, Twentyman E, Click ES, et al. Update: interim guidance for health care professionals evaluating and caring for patients with suspected e-cigarette, or vaping, product use-associated lung injury and for reducing the risk for rehospitalization and death following hospital discharge—United States, December 2019. MMWR Morb Mortal Wkly Rep. 2020;68(5152):1189-1194. https://doi.org/10.15585/mmwr.mm685152e2
14. AAP Division of Health Care Finance. Start using new diagnosis code for vaping-related disorder on April 1. American Academy of Pediatrics website. Accessed June 17, 2020. https://www.aappublications.org/news/aapnewsmag/2020/03/03/coding030320.full.pdf
15. Blount BC, Karwowski MP, Shields PG, et al. Vitamin E acetate in bronchoalveolar-lavage fluid associated with EVALI. N Engl J Med. 2020;382(8):697-705. https://doi.org/10.1056/NEJMoa1916433

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1Division of Internal Medicine, University of Cincinnati Medical Center, Cincinnati, Ohio; 2Division of Hospital Medicine, Department of Pediatrics, University of Alabama at Birmingham, Birmingham, Alabama.

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E-cigarettes are handheld devices that are used to aerosolize a liquid that commonly contains nicotine, flavorings, and polyethylene glycol and/or vegetable glycerin. These products vary widely in design and style (Figure 1); from the disposable “cigalikes” to vape pens, mods, tanks, and pod systems such as JUUL, there has been a dramatic increase in the recognition, use, sale, and variety of products.1 In addition to the known risks of e-cigarette use, with youth nicotine addiction and progression to cigarette smoking, there is evidence of a wide range of health concerns, including pulmonary and cardiovascular effects, immune dysfunction, and carcinogenesis.1 The emergence of patients with severe lung injury in the summer of 2019 highlighted the harmful health effects specific to these tobacco products.2 Ultimately named EVALI (e-cigarette, or vaping, product use-associated lung injury), there have been 2,807 hospitalized patients with 68 deaths reported to the Centers for Disease Control and Prevention (CDC).2,3 This clinical progress note reviews the epidemiology and clinical course of EVALI and strategies to distinguish the disease from other illnesses. This is particularly timely with the emergence of and surges in COVID-19 cases.4

E-cigarette Devices and E-cigarette Solutions

SEARCH STRATEGY

As the first reports of patients with e-cigarette–associated lung injury were made in the summer of 2019, and the CDC defined EVALI in the fall of 2019, a PubMed search was performed for studies published from June 2019 to June 2020, using the search terms “EVALI” or “e-cigarette–associated lung injury.” In addition, the authors reviewed the CDC and US Food and Drug Administration (FDA) website and presentations on EVALI available in the public domain. Articles discussing COVID-19 and EVALI that the authors became aware of were also included. This update is intended for hospitalists as well as researchers and public health advocates. 

DEFINING EVALI

Standard diagnostic criteria do not yet exist, and EVALI remains a diagnosis of exclusion. For epidemiologic (and not diagnostic) purposes, however, the CDC developed the following definitions.3 A confirmed EVALI case must include all of the following criteria:

  • Vaping or dabbing within 90 days prior to symptoms. Vaping refers to using e-cigarettes, while dabbing denotes inhaling concentrated tetrahydrocannabinol (THC) products, also known as wax, shatter, or oil
  • Pulmonary infiltrates on chest X-ray (CXR) or ground-glass opacities on computed tomography (CT) scan
  • Absence of pulmonary infection (including negative respiratory viral panel and influenza testing)
  • Negative respiratory infectious disease testing, as clinically indicated
  • No evidence in the medical record to suggest an alternative diagnosis

The criteria for a probable EVALI case are similar, except that an infection may be identified but thought not to be the sole cause of lung injury, or the minimum criteria to rule out infection may not be met.

EPIDEMIOLOGY AND DEMOGRAPHICS

Although cases have been reported in all 50 states, the District of Columbia, and two US territories, geographic heterogeneity has been observed.3 Hospital admissions for EVALI reported to the CDC peaked in mid-September 2019 and declined through February 2020.3,8 Although the CDC is no longer reporting weekly numbers, cases continue to be reported in the literature, and current numbers are unclear.4,9,10 The decrease in cases since the peak is thought to be due to increased public awareness of the dangers associated with vaping (particularly with THC-containing products), law enforcement actions, and removal of vitamin E acetate from products.3,8

Risk factors associated with EVALI include younger age, male sex, and use of THC products.5,6 The median age of hospitalized patients diagnosed with EVALI is 24 years, with patients ranging from 13 to 85 years old.3 Overall, 66% of all EVALI patients were male, 82% reported use of a THC-containing product, and 57% reported use of a nicotine-containing product. Approximately 14% of patients reported exclusive nicotine use.3

Nearly half (44%) of hospitalized EVALI patients reported to the CDC required intensive care.7 Of the 68 fatal cases reported to the CDC, the patients were older, with a median age of 51 years (range, 15-75 years), and had increased rates of preexisting conditions, including obesity, asthma, cardiac disease, chronic obstructive pulmonary disease, and mental health disorders.7

HISTORICAL FEATURES

Patients with EVALI may initially present with a variety of respiratory, gastrointestinal, and constitutional symptoms (including fever, muscle aches, and fatigue).11 For this reason, clinicians should universally ask about vaping or dabbing as part of an exposure history, taking care to ensure confidentiality, especially in the adolescent or youth population.12 If the patient reports use, details, including the types of devices, how they were obtained and used, the ingredients in the e-cigarette solution (e-liquid), and the presence of additives or flavorings, should all be noted.3,5,9,12 This history may not be volunteered by the patient, which could result in a delay in diagnosing EVALI.9,12 Although the CDC uses vaping within 90 days in the criteria for diagnosis,3 the likelihood of EVALI decreases with increased time from last use; longer than 1 month is unlikely to be related.11

PHYSICAL EXAM AND LABORATORY STUDIES

Physical assessment of a patient with EVALI may be notable for fever, tachypnea, hypoxemia, or tachycardia; rales may be present, but the exam is often otherwise unrevealing.5,11,12Lab studies may show a mild leukocytosis with neutrophilic predominance and elevated inflammatory markers, including erythrocyte sedimentation rate and C-reactive protein. Procalcitonin may be normal or mildly increased, and, rarely, impaired renal function, hyponatremia, and mild transaminitis may also be present.5,7 As EVALI remains a diagnosis of exclusion, an infectious workup must be completed, which should include evaluation of respiratory viruses and influenza, as well as SARS-CoV-2 testing.11,12

IMAGING AND ADVANCED DIAGNOSTICS

CXR may show bilateral consolidative opacities.11 If the CXR is normal but EVALI is suspected, a CT scan can be considered for diagnostic purposes. Ground-glass opacities are often present on CT imaging (Figure 2), occasionally with subpleural sparing, although this finding is also nonspecific. Less frequently, pneumomediastinum, pleural effusion, or pneumothorax may occur.6,11

Computed Tomography Angiography With Contrast

Finally, bronchoscopy may be used to exclude other diagnoses if less invasive measures are not conclusive; pulmonary lipid-laden macrophages are associated with EVALI but are nonspecific.5 Cytology and/or biopsy can be used to eliminate other diagnoses but cannot confirm a diagnosis of EVALI.5

DIFFERENTIAL DIAGNOSIS

Hospitalists care for many patients with respiratory symptoms, particularly in the midst of the COVID-19 pandemic and influenza season. Common infectious etiologies that may present similarly include COVID-19, community-acquired pneumonia, influenza, and other viral respiratory illnesses. Hospitalists may rely on microbiologic testing to rule out these causes. If there is a history of vaping and dabbing and this testing is negative, EVALI must be considered more strongly. Recent case studies report that patients with EVALI have been presumed to have COVID-19, despite negative SARS-CoV-2 testing, resulting in delayed diagnosis.4,9 Two small case series suggest that leukocytosis, subpleural sparing on CT scan, vitamin E acetate or macrophages in bronchoalveolar lavage (BAL) fluid, and quick improvement with steroids may suggest a diagnosis of EVALI, as opposed to COVID-19.4,10

Consultation with pulmonary, infectious disease, and toxicology specialists may be of benefit when the diagnosis remains unclear, and specific patient characteristics should guide additional evaluation. Less common diagnoses may need to be considered depending on specific patient factors. For example, patients in certain geographical areas may need testing for endemic fungi, adolescents with recurrent respiratory illnesses may benefit from evaluation for structural lung disease or immunodeficiencies, and patients with impaired immune function need evaluation for Pneumocystis jiroveci infection.5 Diagnostic and treatment algorithms have been developed by the CDC; Kalininskiy et al11 have also proposed a clinical algorithm.12,13

TREATMENT AND CLINICAL COURSE

Empiric treatment for typical infectious pathogens is often provided until evaluation is complete.11,12 Although no randomized clinical trials exist, the CDC and other treatment algorithms recommend supportive care and abstinence from vaping.11-13 Although there are limited data regarding dose and duration, case reports have noted clinical improvement with corticosteroids.6,11-13 Use of steroids can be considered in consultation with a pulmonologist based on the clinical picture, including severity of illness, coexisting infections, and comorbidities.6,11-13 Overall, the clinical course for hospitalized patients with EVALI is variable, but the majority improve with supportive therapy.11,12

Substance use and mental health screening should be performed during hospitalization, as appropriate social support and tobacco use treatment are essential components of care.13 The FDA and CDC recommend universal abstention from all THC-containing products, particularly from informal sources. These agencies also recommend that all nonsmoking adults, including youth and women who are pregnant, abstain from the use of any e-cigarette products.3 Resources for patients who are tobacco users include the nationally available quit line, 1-800-QUIT-NOW, and Smokefree.gov. Similarly, follow-up with a primary care provider within 48 hours of discharge, as well as a visit with a pulmonologist within 4 weeks, is recommended by the CDC per the discharge readiness checklist, with the goal of improving management through earlier follow-up.13 Hospitalists should report confirmed or presumed cases to their local or state health department. Correct medical coding should also be used with diagnosis to better track and care for patients with EVALI; as of April 1, 2020, the World Health Organization established a new International Classification of Diseases, 10th Revision (ICD-10) code, U07.0, for vaping-related injury.14

FUTURE RESEARCH

As EVALI has only recently been described, further research on prevention, etiology, pathophysiology, treatment, and outcomes is needed Although the precise pathophysiology of EVALI remains unknown, vitamin E acetate, a diluent used in some THC-containing e-cigarette solutions, was detected in the BAL of 48 of 51 patients with EVALI (94%) in one study.15 However, available evidence is not sufficient to rule out other toxins found in e-cigarette solution.3 Longitudinal studies should be done to follow patients with EVALI with an emphasis on sustained tobacco use treatment, as the long-term effects of e-cigarette use remain unknown. Furthermore, although corticosteroids are often used, there have been no clinical trials on their efficacy, dose, or duration. Finally, since the CDC is no longer reporting cases, continued epidemiologic studies are necessary.

CONCLUSIONS AND IMPLICATIONS FOR CLINICAL CARE

EVALI, first reported in August 2019, is associated with vaping and e-cigarette use and may present with respiratory, gastrointestinal, and constitutional symptoms similar to COVID-19. Healthcare teams should universally screen patients for tobacco, vaping, and e-cigarette use. The majority of patients with EVALI improve with supportive care and abstinence from vaping and e-cigarettes. Tobacco cessation treatment, which includes access to pharmacotherapy and counseling, is critical for patients with EVALI. Additional treatment may include steroids in consultation with subspecialists. The pathophysiology and long-term effects of EVALI remain unclear. Hospitalists should continue to report cases to their local or state health department and use the ICD-10 code for EVALI.

E-cigarettes are handheld devices that are used to aerosolize a liquid that commonly contains nicotine, flavorings, and polyethylene glycol and/or vegetable glycerin. These products vary widely in design and style (Figure 1); from the disposable “cigalikes” to vape pens, mods, tanks, and pod systems such as JUUL, there has been a dramatic increase in the recognition, use, sale, and variety of products.1 In addition to the known risks of e-cigarette use, with youth nicotine addiction and progression to cigarette smoking, there is evidence of a wide range of health concerns, including pulmonary and cardiovascular effects, immune dysfunction, and carcinogenesis.1 The emergence of patients with severe lung injury in the summer of 2019 highlighted the harmful health effects specific to these tobacco products.2 Ultimately named EVALI (e-cigarette, or vaping, product use-associated lung injury), there have been 2,807 hospitalized patients with 68 deaths reported to the Centers for Disease Control and Prevention (CDC).2,3 This clinical progress note reviews the epidemiology and clinical course of EVALI and strategies to distinguish the disease from other illnesses. This is particularly timely with the emergence of and surges in COVID-19 cases.4

E-cigarette Devices and E-cigarette Solutions

SEARCH STRATEGY

As the first reports of patients with e-cigarette–associated lung injury were made in the summer of 2019, and the CDC defined EVALI in the fall of 2019, a PubMed search was performed for studies published from June 2019 to June 2020, using the search terms “EVALI” or “e-cigarette–associated lung injury.” In addition, the authors reviewed the CDC and US Food and Drug Administration (FDA) website and presentations on EVALI available in the public domain. Articles discussing COVID-19 and EVALI that the authors became aware of were also included. This update is intended for hospitalists as well as researchers and public health advocates. 

DEFINING EVALI

Standard diagnostic criteria do not yet exist, and EVALI remains a diagnosis of exclusion. For epidemiologic (and not diagnostic) purposes, however, the CDC developed the following definitions.3 A confirmed EVALI case must include all of the following criteria:

  • Vaping or dabbing within 90 days prior to symptoms. Vaping refers to using e-cigarettes, while dabbing denotes inhaling concentrated tetrahydrocannabinol (THC) products, also known as wax, shatter, or oil
  • Pulmonary infiltrates on chest X-ray (CXR) or ground-glass opacities on computed tomography (CT) scan
  • Absence of pulmonary infection (including negative respiratory viral panel and influenza testing)
  • Negative respiratory infectious disease testing, as clinically indicated
  • No evidence in the medical record to suggest an alternative diagnosis

The criteria for a probable EVALI case are similar, except that an infection may be identified but thought not to be the sole cause of lung injury, or the minimum criteria to rule out infection may not be met.

EPIDEMIOLOGY AND DEMOGRAPHICS

Although cases have been reported in all 50 states, the District of Columbia, and two US territories, geographic heterogeneity has been observed.3 Hospital admissions for EVALI reported to the CDC peaked in mid-September 2019 and declined through February 2020.3,8 Although the CDC is no longer reporting weekly numbers, cases continue to be reported in the literature, and current numbers are unclear.4,9,10 The decrease in cases since the peak is thought to be due to increased public awareness of the dangers associated with vaping (particularly with THC-containing products), law enforcement actions, and removal of vitamin E acetate from products.3,8

Risk factors associated with EVALI include younger age, male sex, and use of THC products.5,6 The median age of hospitalized patients diagnosed with EVALI is 24 years, with patients ranging from 13 to 85 years old.3 Overall, 66% of all EVALI patients were male, 82% reported use of a THC-containing product, and 57% reported use of a nicotine-containing product. Approximately 14% of patients reported exclusive nicotine use.3

Nearly half (44%) of hospitalized EVALI patients reported to the CDC required intensive care.7 Of the 68 fatal cases reported to the CDC, the patients were older, with a median age of 51 years (range, 15-75 years), and had increased rates of preexisting conditions, including obesity, asthma, cardiac disease, chronic obstructive pulmonary disease, and mental health disorders.7

HISTORICAL FEATURES

Patients with EVALI may initially present with a variety of respiratory, gastrointestinal, and constitutional symptoms (including fever, muscle aches, and fatigue).11 For this reason, clinicians should universally ask about vaping or dabbing as part of an exposure history, taking care to ensure confidentiality, especially in the adolescent or youth population.12 If the patient reports use, details, including the types of devices, how they were obtained and used, the ingredients in the e-cigarette solution (e-liquid), and the presence of additives or flavorings, should all be noted.3,5,9,12 This history may not be volunteered by the patient, which could result in a delay in diagnosing EVALI.9,12 Although the CDC uses vaping within 90 days in the criteria for diagnosis,3 the likelihood of EVALI decreases with increased time from last use; longer than 1 month is unlikely to be related.11

PHYSICAL EXAM AND LABORATORY STUDIES

Physical assessment of a patient with EVALI may be notable for fever, tachypnea, hypoxemia, or tachycardia; rales may be present, but the exam is often otherwise unrevealing.5,11,12Lab studies may show a mild leukocytosis with neutrophilic predominance and elevated inflammatory markers, including erythrocyte sedimentation rate and C-reactive protein. Procalcitonin may be normal or mildly increased, and, rarely, impaired renal function, hyponatremia, and mild transaminitis may also be present.5,7 As EVALI remains a diagnosis of exclusion, an infectious workup must be completed, which should include evaluation of respiratory viruses and influenza, as well as SARS-CoV-2 testing.11,12

IMAGING AND ADVANCED DIAGNOSTICS

CXR may show bilateral consolidative opacities.11 If the CXR is normal but EVALI is suspected, a CT scan can be considered for diagnostic purposes. Ground-glass opacities are often present on CT imaging (Figure 2), occasionally with subpleural sparing, although this finding is also nonspecific. Less frequently, pneumomediastinum, pleural effusion, or pneumothorax may occur.6,11

Computed Tomography Angiography With Contrast

Finally, bronchoscopy may be used to exclude other diagnoses if less invasive measures are not conclusive; pulmonary lipid-laden macrophages are associated with EVALI but are nonspecific.5 Cytology and/or biopsy can be used to eliminate other diagnoses but cannot confirm a diagnosis of EVALI.5

DIFFERENTIAL DIAGNOSIS

Hospitalists care for many patients with respiratory symptoms, particularly in the midst of the COVID-19 pandemic and influenza season. Common infectious etiologies that may present similarly include COVID-19, community-acquired pneumonia, influenza, and other viral respiratory illnesses. Hospitalists may rely on microbiologic testing to rule out these causes. If there is a history of vaping and dabbing and this testing is negative, EVALI must be considered more strongly. Recent case studies report that patients with EVALI have been presumed to have COVID-19, despite negative SARS-CoV-2 testing, resulting in delayed diagnosis.4,9 Two small case series suggest that leukocytosis, subpleural sparing on CT scan, vitamin E acetate or macrophages in bronchoalveolar lavage (BAL) fluid, and quick improvement with steroids may suggest a diagnosis of EVALI, as opposed to COVID-19.4,10

Consultation with pulmonary, infectious disease, and toxicology specialists may be of benefit when the diagnosis remains unclear, and specific patient characteristics should guide additional evaluation. Less common diagnoses may need to be considered depending on specific patient factors. For example, patients in certain geographical areas may need testing for endemic fungi, adolescents with recurrent respiratory illnesses may benefit from evaluation for structural lung disease or immunodeficiencies, and patients with impaired immune function need evaluation for Pneumocystis jiroveci infection.5 Diagnostic and treatment algorithms have been developed by the CDC; Kalininskiy et al11 have also proposed a clinical algorithm.12,13

TREATMENT AND CLINICAL COURSE

Empiric treatment for typical infectious pathogens is often provided until evaluation is complete.11,12 Although no randomized clinical trials exist, the CDC and other treatment algorithms recommend supportive care and abstinence from vaping.11-13 Although there are limited data regarding dose and duration, case reports have noted clinical improvement with corticosteroids.6,11-13 Use of steroids can be considered in consultation with a pulmonologist based on the clinical picture, including severity of illness, coexisting infections, and comorbidities.6,11-13 Overall, the clinical course for hospitalized patients with EVALI is variable, but the majority improve with supportive therapy.11,12

Substance use and mental health screening should be performed during hospitalization, as appropriate social support and tobacco use treatment are essential components of care.13 The FDA and CDC recommend universal abstention from all THC-containing products, particularly from informal sources. These agencies also recommend that all nonsmoking adults, including youth and women who are pregnant, abstain from the use of any e-cigarette products.3 Resources for patients who are tobacco users include the nationally available quit line, 1-800-QUIT-NOW, and Smokefree.gov. Similarly, follow-up with a primary care provider within 48 hours of discharge, as well as a visit with a pulmonologist within 4 weeks, is recommended by the CDC per the discharge readiness checklist, with the goal of improving management through earlier follow-up.13 Hospitalists should report confirmed or presumed cases to their local or state health department. Correct medical coding should also be used with diagnosis to better track and care for patients with EVALI; as of April 1, 2020, the World Health Organization established a new International Classification of Diseases, 10th Revision (ICD-10) code, U07.0, for vaping-related injury.14

FUTURE RESEARCH

As EVALI has only recently been described, further research on prevention, etiology, pathophysiology, treatment, and outcomes is needed Although the precise pathophysiology of EVALI remains unknown, vitamin E acetate, a diluent used in some THC-containing e-cigarette solutions, was detected in the BAL of 48 of 51 patients with EVALI (94%) in one study.15 However, available evidence is not sufficient to rule out other toxins found in e-cigarette solution.3 Longitudinal studies should be done to follow patients with EVALI with an emphasis on sustained tobacco use treatment, as the long-term effects of e-cigarette use remain unknown. Furthermore, although corticosteroids are often used, there have been no clinical trials on their efficacy, dose, or duration. Finally, since the CDC is no longer reporting cases, continued epidemiologic studies are necessary.

CONCLUSIONS AND IMPLICATIONS FOR CLINICAL CARE

EVALI, first reported in August 2019, is associated with vaping and e-cigarette use and may present with respiratory, gastrointestinal, and constitutional symptoms similar to COVID-19. Healthcare teams should universally screen patients for tobacco, vaping, and e-cigarette use. The majority of patients with EVALI improve with supportive care and abstinence from vaping and e-cigarettes. Tobacco cessation treatment, which includes access to pharmacotherapy and counseling, is critical for patients with EVALI. Additional treatment may include steroids in consultation with subspecialists. The pathophysiology and long-term effects of EVALI remain unclear. Hospitalists should continue to report cases to their local or state health department and use the ICD-10 code for EVALI.

References

1. Walley SC, Wilson KM, Winickoff JP, Groner J. A public health crisis: electronic cigarettes, vape, and JUUL. Pediatrics. 2019;143(6):e20182741. https://doi.org/10.1542/peds.2018-2741
2. Davidson K, Brancato A, Heetderks P, et al. Outbreak of electronic-cigarette-associated acute lipoid pneumonia—North Carolina, July-August 2019. MMWR Morb Mortal Wkly Rep. 2019;68(36):784-786. https://doi.org/10.15585/mmwr.mm6836e1
3. Centers for Disease Control and Prevention. Outbreak of lung injury associated with the use of e-cigarette, or vaping, products. Updated February 25, 2020. Accessed June 5, 2020.https://www.cdc.gov/tobacco/basic_information/e-cigarettes/severe-lung-disease.html
4. Callahan SJ, Harris D, Collingridge DS, et al. Diagnosing EVALI in the time of COVID-19. Chest. 2020;158(5):2034-2037. https://doi.org/10.1016/j.chest.2020.06.029
5. Aberegg SK, Maddock SD, Blagev DP, Callahan SJ. Diagnosis of EVALI: general approach and the role of bronchoscopy. Chest. 2020;158(2):820-827. https://doi.org/10.1016/j.chest.2020.02.018
6. Layden JE, Ghinai I, Pray I, et al. Pulmonary illness related to e-cigarette use in Illinois and Wisconsin —final report. N Engl J Med. 2020;382(10):903-916. https://doi.org/10.1056/NEJMoa1911614
7. Werner AK, Koumans EH, Chatham-Stephens K, et al. Hospitalizations and deaths associated with EVALI. N Engl J Med. 2020;382(17):1589-1598. https://doi.org/10.1056/NEJMoa1915314
8. Krishnasamy VP, Hallowell BD, Ko JY, et al. Update: characteristics of a nationwide outbreak of e-cigarette, or vaping, product use-associated lung injury—United States, August 2019-January 2020. MMWR Morb Mortal Wkly Rep. 2020;69(3):90-94. https://doi.org/10.15585/mmwr.mm6903e2
9. Armatas C, Heinzerling A, Wilken JA. Notes from the field: e-cigarette, or vaping, product use-associated lung injury cases during the COVID-19 response—California, 2020. MMWR Morb Mortal Wkly Rep. 2020;69(25):801-802. https://doi.org/10.15585/mmwr.mm6925a5
10. Kazachkov M, Pirzada M. Diagnosis of EVALI in the COVID-19 era. Lancet Respir Med. 2020;8(12):1169-1170. https://doi.org/10.1016/S2213-2600(20)30450-1
11. Kalininskiy A, Bach CT, Nacca NE, et al. E-cigarette, or vaping, product use associated lung injury (EVALI): case series and diagnostic approach. Lancet Respir Med. 2019;7(12):1017-1026. https://doi.org/10.1016/S2213-2600(19)30415-1
12. Jatlaoui TC, Wiltz JL, Kabbani S, et al. Update: interim guidance for health care providers for managing patients with suspected e-cigarette, or vaping, product use-associated lung injury—United States, November 2019. MMWR Morb Mortal Wkly Rep. 2019;68(46):1081-1086. https://doi.org/10.15585/mmwr.mm6846e2
13. Evans ME, Twentyman E, Click ES, et al. Update: interim guidance for health care professionals evaluating and caring for patients with suspected e-cigarette, or vaping, product use-associated lung injury and for reducing the risk for rehospitalization and death following hospital discharge—United States, December 2019. MMWR Morb Mortal Wkly Rep. 2020;68(5152):1189-1194. https://doi.org/10.15585/mmwr.mm685152e2
14. AAP Division of Health Care Finance. Start using new diagnosis code for vaping-related disorder on April 1. American Academy of Pediatrics website. Accessed June 17, 2020. https://www.aappublications.org/news/aapnewsmag/2020/03/03/coding030320.full.pdf
15. Blount BC, Karwowski MP, Shields PG, et al. Vitamin E acetate in bronchoalveolar-lavage fluid associated with EVALI. N Engl J Med. 2020;382(8):697-705. https://doi.org/10.1056/NEJMoa1916433

References

1. Walley SC, Wilson KM, Winickoff JP, Groner J. A public health crisis: electronic cigarettes, vape, and JUUL. Pediatrics. 2019;143(6):e20182741. https://doi.org/10.1542/peds.2018-2741
2. Davidson K, Brancato A, Heetderks P, et al. Outbreak of electronic-cigarette-associated acute lipoid pneumonia—North Carolina, July-August 2019. MMWR Morb Mortal Wkly Rep. 2019;68(36):784-786. https://doi.org/10.15585/mmwr.mm6836e1
3. Centers for Disease Control and Prevention. Outbreak of lung injury associated with the use of e-cigarette, or vaping, products. Updated February 25, 2020. Accessed June 5, 2020.https://www.cdc.gov/tobacco/basic_information/e-cigarettes/severe-lung-disease.html
4. Callahan SJ, Harris D, Collingridge DS, et al. Diagnosing EVALI in the time of COVID-19. Chest. 2020;158(5):2034-2037. https://doi.org/10.1016/j.chest.2020.06.029
5. Aberegg SK, Maddock SD, Blagev DP, Callahan SJ. Diagnosis of EVALI: general approach and the role of bronchoscopy. Chest. 2020;158(2):820-827. https://doi.org/10.1016/j.chest.2020.02.018
6. Layden JE, Ghinai I, Pray I, et al. Pulmonary illness related to e-cigarette use in Illinois and Wisconsin —final report. N Engl J Med. 2020;382(10):903-916. https://doi.org/10.1056/NEJMoa1911614
7. Werner AK, Koumans EH, Chatham-Stephens K, et al. Hospitalizations and deaths associated with EVALI. N Engl J Med. 2020;382(17):1589-1598. https://doi.org/10.1056/NEJMoa1915314
8. Krishnasamy VP, Hallowell BD, Ko JY, et al. Update: characteristics of a nationwide outbreak of e-cigarette, or vaping, product use-associated lung injury—United States, August 2019-January 2020. MMWR Morb Mortal Wkly Rep. 2020;69(3):90-94. https://doi.org/10.15585/mmwr.mm6903e2
9. Armatas C, Heinzerling A, Wilken JA. Notes from the field: e-cigarette, or vaping, product use-associated lung injury cases during the COVID-19 response—California, 2020. MMWR Morb Mortal Wkly Rep. 2020;69(25):801-802. https://doi.org/10.15585/mmwr.mm6925a5
10. Kazachkov M, Pirzada M. Diagnosis of EVALI in the COVID-19 era. Lancet Respir Med. 2020;8(12):1169-1170. https://doi.org/10.1016/S2213-2600(20)30450-1
11. Kalininskiy A, Bach CT, Nacca NE, et al. E-cigarette, or vaping, product use associated lung injury (EVALI): case series and diagnostic approach. Lancet Respir Med. 2019;7(12):1017-1026. https://doi.org/10.1016/S2213-2600(19)30415-1
12. Jatlaoui TC, Wiltz JL, Kabbani S, et al. Update: interim guidance for health care providers for managing patients with suspected e-cigarette, or vaping, product use-associated lung injury—United States, November 2019. MMWR Morb Mortal Wkly Rep. 2019;68(46):1081-1086. https://doi.org/10.15585/mmwr.mm6846e2
13. Evans ME, Twentyman E, Click ES, et al. Update: interim guidance for health care professionals evaluating and caring for patients with suspected e-cigarette, or vaping, product use-associated lung injury and for reducing the risk for rehospitalization and death following hospital discharge—United States, December 2019. MMWR Morb Mortal Wkly Rep. 2020;68(5152):1189-1194. https://doi.org/10.15585/mmwr.mm685152e2
14. AAP Division of Health Care Finance. Start using new diagnosis code for vaping-related disorder on April 1. American Academy of Pediatrics website. Accessed June 17, 2020. https://www.aappublications.org/news/aapnewsmag/2020/03/03/coding030320.full.pdf
15. Blount BC, Karwowski MP, Shields PG, et al. Vitamin E acetate in bronchoalveolar-lavage fluid associated with EVALI. N Engl J Med. 2020;382(8):697-705. https://doi.org/10.1056/NEJMoa1916433

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Journal of Hospital Medicine 16(8)
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Journal of Hospital Medicine 16(8)
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485-488. Published Online Only July 21, 2021
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Danielle L Clark, MD; E-mail: Danielle.Clark@uc.edu; Telephone: 513-558-3185; Twitter: DCIMSTAR.
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