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Crit Care Nurse 2004 Apr; 24(2): 33-41

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Clinical Article
CE Online

Consensus Conference on Sedation Assessment

A Collaborative Venture by Abbott Laboratories, American Association of Critical-Care Nurses, and Saint Thomas Health System

Abbott/American Association of Critical-Care Nurses/Saint Thomas Health System Sedation Expert Panel Members


This article was authored by the members of the expert panel listed in the "Acknowledgments."

To purchase reprints, contact The InnoVision Group, 101 Columbia, Aliso Viejo, CA 92656. Phone, (800) 809-2273 or (949) 362-2050 (ext 532); fax, (949) 362-2049; e-mail, reprints{at}aacn.org.

To receive CE credit for this article, visit the American Association of Critical-Care Nurses’ (AACN) Web site at http://www.aacn.org, click on "Education" and select "Continuing Education," or call AACN’s Fax On Demand at (800) 222-6329 and request item No. 1176.


In August 2002, a group of critical care experts (Figure 1Go) met in Nashville, Tenn, for a consensus conference on sedation assessment. The conference was made possible though a collaboration between the American Association of Critical-Care Nurses (AACN); Abbott Laboratories, Abbott Park, Ill; and Saint Thomas Health System, Nashville, Tenn, and was designed to address the critical need for a valid and reliable scale for sedation assessment in critically ill patients. The collaboration was envisioned to be a 3-phase process:



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Figure 1 Members (M) and invited guests (G) of the expert panel at the consensus conference on sedation assessment held in Nashville, Tenn, on August 26, 2002. From left to right, standing: Lorie Wild (M), Brenda Truman (G), Mary Kay Bader (M), Kathleen Vollman (M), Dorrie Fontaine (M), Christine Shamloo (G), Janis Smith (G), Meg Campbell (M), Gladys Campbell (G), Jill Luer (M), Marla De Jong (M); seated: Suzanne Burns (M), Marianne Chulay (M).

 
Phase 1: Convene a group of experts in sedation assessment to validate the state of the science on sedation assessment and to recommend characteristics of an "ideal" sedation assessment scale.

Phase 2: Develop a new sedation assessment scale for critically ill adult patients. Phase 3: Conduct a multisite clinical research project to test the validity and reliability of the new scale.

The members of this expert panel were selected on the basis of their expertise in a variety of critical care areas and aspects of sedation to get a broad perspective on the sedation needs in critical care practice. Members had practice expertise in medical, surgical, cardiovascular, neurosurgical, pediatric, and adult critical care nursing and represented hospital practice from across the United States. In addition, members were selected for participation in the panel on the basis of their expertise specifically relevant to sedation assessment, including pain management, anxiety/ fear, sleep, patient-ventilator synchrony, delirium, clinical pharmacology, and the development of sedation scales.

This article is a summary of a 1-day conference exploring the expert panel’s perspectives on the current status of sedation assessment in critically ill patients and the panel’s recommendations for development of a new sedation assessment scale. During this conference, a series of questions were posed to panel members; the responses during the 1-day conference are summarized here.


   Are the Available Sedation Assessment Scales Adequate for Use in Critically Ill Patients? Is There a Need for a New Sedation Assessment Scale?
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 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
 Future Direction
 References
 
In response to this question, the panel members unanimously agreed that the scales currently available are not adequate for use in most critical care situations. Identified weaknesses of the current scales include a lack of validity and reliability testing in populations of critically ill patients; a primary focus on agitation and consciousness; a failure to address other reasons for sedation such as anxiety, comfort, ventilator synchrony, or sleep and rest; lack of discrimination between different levels of sedation observed with new sedative agents; and poorly developed levels that often include more than a single aspect of sedation (eg, agitation, anxiety, consciousness).

In their recent review of published sedation assessment scales, De Jonghe et al1 observed that of 25 scales published from 1966 to 1999, only 3 had undergone more than a cursory effort at validity and reliability testing in adults: the Ramsay Scale,2 the Motor Activity Assessment Scale (MAAS),3 and the Sedation-Agitation Scale (SAS).4 Although some testing of these scales was performed, the expert panel agreed with the conclusion of De Jonghe and colleagues that all of the scales have problems that limit the usefulness of the scales for sedation assessment in a variety of critically ill patients.1 Areas of concern related to the narrow focus of the scales on agitation and/or consciousness, failure to separate assessment domains into separate subscales, and the need for additional validity and reliability testing in different types of critical care situations.

Since that review, results of validity and reliability testing of the Richmond Agitation Sedation Scale (RASS) have been published.5,6 Although the validity and reliability testing of the RASS was done in a variety of critically ill patients, many of the criticisms of De Jonghe et al of the Ramsay Scale, SAS, and MAAS also pertain to the RASS. Moreover, several recent publications7–11 have emphasized the need for developing better sedation assessment scales that can be used to evaluate more than a single domain of sedation in a variety of populations of critically ill patients.

Kathleen Vollman, RN, MSN, Clinical Nurse Specialist/ Educator/Consultant

We currently use the MAAS, but prior to that we used the Ramsay Scale, which is inefficient because it lacks enough information on behaviors to guide medication administration. While the MAAS is much better, it is primarily a motor assessment score, so it has nothing to do with other reasons for sedation therapy, such as comfort, anxiety, or ventilator synchrony. The current sedation assessment scales do not get at all of the subcomponents that need to be evaluated when determining sedation therapy needs.

Meg Campbell, RN, MSN, Nurse Practitioner, Palliative Care and Clinical Ethics at Detroit Receiving Hospital

Current scales do not address individual patients’ goals for sedation—for example, facilitating mechanical ventilation, patient safety, comfort, or anxiety.

Panel members focused a great deal on the perception that the structure of the current sedation assessment scales is too simplistic for adequate evaluation of a complex array of signs and symptoms in critically ill patients. The scales have only a single domain or subscale, with 6 to 10 different levels within that domain, depending on the particular scale (Table 1Go). For the most part, the single domain of each of these scales is for evaluation of only consciousness and/or agitation. Yet sedatives are used to manage a variety of physiological and psychological symptoms or problems experienced during a critical illness, not just consciousness or agitation.12–14 The most common reasons for administration of a sedative include relief of anxiety and/or agitation, promotion of rest and sleep, creation of an amnesic state, promotion of hemodynamic stability, and prevention of self-harm. Other less common reasons for sedation include reduction of intracranial pressure, promotion of patient-ventilator synchrony, provision of an adjunct to neuromuscular blockade, and prevention of discomfort associated with invasive instrumentation (eg, endotracheal tubes, chest tubes) and critical care management.


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Table 1 Four different sedation assessment scales with validity and reliability in adult patients

 
So, although the simplistic assessment scales that are available today may be easy to use, they are woefully inadequate for assessing sedation needs in most critically ill patients. The nature of critical illness is such that sedation therapy in critically ill patients is rarely used for just a single reason. A recent survey13 of sedation practices in critically ill patients indicated that having more than a single goal for sedation therapy is not unusual; critical care nurses identified comfort, amnesia, and patients’ safety as the most common goals.

Why then are sedation assessment scales so limited in the domains of sedation that they are used to assess? One reason might be attempts to keep sedation assessment quick and easy for busy clinicians. Another might be that sedation assessment scales were originally developed for use during anesthesia, in which level of consciousness is the primary focus. Certainly the latter reason is true for the Ramsay Scale, which was designed to measure consciousness in a study of patients receiving an experimental anesthetic drug during surgery. Whatever the reason, the members of the expert panel agreed that currently used scales do not include the necessary parameters for adequately evaluating sedation therapy in critically ill patients.

Dorrie Fontaine, RN, DNSc, Associate Dean, University of California, San Francisco, School of Nursing

It’s probably time to stop using the Ramsay Scale—it’s just too simple for our needs. Sedation assessment in the critically ill patient is complex—and we may need to incorporate some type of technology for sedation assessment to make it easy and quick to use at the bedside, but the solution is not to make the assessment scale simple by having only 1 or 2 domains evaluated.

Lorie Wild, RN, PhD, Director, Patient Care Services, University of Washington Medical Center

Complex care can be managed by today’s critical care nurse. Think about hemodynamic monitoring and ICP management by nurses—they are able to assess a variety of physiologic variables and then determine which of many pharmacologic interventions to use.


   What Is Needed to Improve Sedation Assessment in Critically Ill Patients?
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 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
 Future Direction
 References
 
When asked what is needed to improve sedation assessment in critically ill patients, panel members described various ideal characteristics of a sedation assessment scale (Table 2Go). The primary recommendation was that an assessment tool be developed that parallels the goals for sedation therapy in critically ill patients. Group discussion centered on having a separate domain or subscale for each of the most common goals for sedation therapy. Ideally, the sedation scale would encourage a multidisciplinary approach to identifying sedation goals.


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Table 2 Recommendations of the sedation expert panel for an ideal sedation assessment scale

 
Meg Campbell, RN, MSN, Nurse Practitioner, Palliative Care and Clinical Ethics at Detroit Receiving Hospital

It is critical that a sedation assessment scale be guided by the goals of sedation. For example, if the goal of sedation is ventilator synchrony, then the nurse should be cued into a dimension of the scale that assesses ventilator synchrony and not other dimensions of the sedation scale. Individual patient goals should drive which dimensions of the scale should be used.

Mary Kay Bader, RN, MSN, Neuroscience Clinical Nurse Specialist at Mission Hospital

Most scales used in critical care today are subjective in nature and are limited to certain domains or subcategories. It is imperative we look for an objective means that could be added to a group of validated parameters providing the practitioner at the bedside with a more comprehensive assessment tool.

The expert panel also recommended that each domain or sub-scale evaluate only 1 goal of sedation and avoid combining 2 or 3 different goals into the same domain. For example, the current scales often combine agitation, anxiety, and/or level of consciousness into a single domain. This practice creates an assessment problem when for example, agitation increases but anxiety and level of consciousness remain unchanged. Should the rating on this domain be changed, because agitation increased, or stay the same, because anxiety and level of consciousness stayed the same?

The members of the expert panel also thought that it would be important to include both subjective and objective measures/observations of each domain, because many critically ill patients are unable to communicate their status, desires, or perceptions. Patients who could communicate their anxiety level would be evaluated by using a subjective method such as a visual analog or numeric scale for anxiety. Clinicians would evaluate those patients who were unable to communicate by observing behaviors indicative of anxiety (eg, facial characteristics, behaviors).

Another recommendation was that the sedation assessment scale should direct clinicians to first evaluate and treat pain, and potentially delirium, before sedation is assessed. Discussion was lively about the problem of inadequate pain management in critically ill patients. Panel members noted that clinicians commonly use sedation therapy to control disruptive behavior when, in fact, the underlying problem is actually one of inadequate analgesia. Sedative drugs do not have analgesic properties, so pain should be treated before sedatives are administered. Adequate pain management may preempt the need for sedation therapy.

Meg Campbell, RN, MSN, Nurse Practitioner, Palliative Care and Clinical Ethics at Detroit Receiving Hospital

If we did a better job of pain management, our need to use benzodiazepines or neuroleptics would dramatically decrease. Sedative therapies should be used as an adjunct to analgesia. Almost all critically ill patients have pain—whether it’s sequelae of surgery or iatrogenic pain from procedures or positioning. If pain is addressed adequately, the need for sedation is very, very, small.

An ideal sedation assessment scale should also provide direction to caregivers for clinical management. When clinicians have assessed the appropriate sedation domains, the next step is to determine what, if any, additional treatment is necessary. Panel members were unanimous in their belief that a valuable addition to the sedation assessment process would be a protocol that could guide the approach of bedside clinicians to sedation management.

Marla De Jong, RN, MSN, Doctoral Student, School of Nursing, University of Kentucky

Protocols and algorithms are useful as teaching tools and as a basis for standing medical orders.

Mary Kay Bader, RN, MSN, Neuroscience Clinical Nurse Specialist at Mission Hospital

The use of evidence-based protocols allows team members to apply proven appropriate assessment tools to guide interventions found to impact patient outcomes. A standardization of care based on solid scientific evidence not only places the entire team on the same page, it allows for the transfer of science to practice.

And last, but not least, the panel recommended that the ideal sedation assessment tool must be easy for bedside clinicians to use. Clinicians will not use a tool that is too cumbersome or time-consuming to complete. In light of earlier discussions about the simplicity and narrow focus of current scales, most likely some type of technological application (eg, personal digital assistants) would keep the assessment process easy, when several domains are assessed. Even if 8 domains are included in the sedation assessment scale, clinicians may need to evaluate only 3 domains when the other 5 domains do not relate to a patient’s goals of therapy.


   What Subscales or Domains Should Be Included in a Sedation Assessment Scale?
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 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
 Future Direction
 References
 
Panel members had little hesitation when asked to identify the domains, or subscales, that should be included in a new sedation assessment scale. Consensus was rapidly achieved that the scale needed to include the following domains:

Other items that were suggested but had less than unanimous support included delirium, pain, fear, patient-ventilator synchrony, and physiological signs.

Marla De Jong, RN, MSN, Doctoral Student, School of Nursing, University of Kentucky

Changes in physiologic signs (for example, heart rate, blood pressure, respiratory rate) are inherently difficult to put into a separate domain. And, changes in physiologic variables may be related to other phenomena that are unrelated to the domains of sedation.

Lorie Wild, RN, PhD, Director, Patient Care Services, University of Washington Medical Center

Ventilator synchrony, while a goal sometimes of sedation management, may not really be a separate domain but should be included in the agitation domain as a level that includes "not tolerating medical treatments/devices."

Substantial discussion was devoted to the inclusion of pain and delirium as individual domains in a sedation assessment scale. Many members of the panel thought that although pain and delirium are important concepts, these abnormalities are not resolved by treatment with sedative agents and so are inappropriate to include in a sedation assessment scale. Although everyone agreed that critically ill patients often have pain and delirium, the panel thought that management of pain and delirium should be separate from sedation assessment and management. The panel’s strongest recommendation was that directions for the sedation assessment scale include a reminder to first assess and manage pain and delirium.

Kathleen Vollman, RN, MSN, Clinical Nurse Specialist/ Educator/Consultant

Assessment of delirium should occur after pain and other potential physiologic causes for agitation are ruled out. Then delirium should be assessed, followed by assessment of motor activity.

Meg Campbell, RN, MSN, FAAN, Nurse Practitioner, Palliative Care and Clinical Ethics at Detroit Receiving Hospital

I’m worried that if we assess for delirium first, by itself, we’ll end up labeling the patient as delirious and jump to treatment with a neuroleptic and not recognize that the real problem is anxiety or poor pain management. Betty Ferrel’s work with nursing home patients that were labeled delirious found that those patients were grossly under-medicated for pain. The label of delirium can lead to the wrong treatment.

Suzi Burns, RN, MSN, Associate Professor of Nursing, University of Virginia Health System

I agree with you Meg. It’s the part I’m struggling with—how can we come to a diagnosis up front before we have done a thorough, accurate assessment? You may decide it’s delirium, and treat with neuroleptic drugs without excluding pain, or anxiety, or other causes. If we don’t do that thorough assessment, we skip a step and then many patients will be labeled as delirious and treated with neuroleptics instead of what they may need.

Dorrie Fontaine, RN, DNSc, Associate Dean, University of California, San Francisco, School of Nursing

Is it that delirium is really the outcome of poor control of pain, or anxiety, or due to sleep deprivation? What comes first, the chicken or the egg?

The domains or subscales proposed by the members of the expert panel were initially a list of individual domains related to the goals of sedative therapy (Table 3Go). As the discussion of the items progressed, and after thoughtful reflection, a logical grouping of the individual domains emerged (Figure 2Go). The grouping of the domains into the 3 categories of physiological stability, comfort, and patients’ safety helped the panel members better conceptualize the sedation assessment and management process.


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Table 3 Initial list of domains for inclusion in a new sedation assessment scale

 


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Figure 2 Goals and domains proposed for a new sedation assessment scale.

 
Panel members recommended that for each domain, both subjective and objective methods for evaluating the domain be included, if appropriate. This type of approach would ensure applicability of the scale to both responsive and unresponsive patients. For example, subjective measures of a domain might include the patient’s self-report of his or her status vis-à-vis the domain, and objective measures might include observation of facial expressions, body movements, or physiological variables.

Although a 1-day meeting did not permit complete development of these domains, panel members identified the 2 anchors, or ends, for each domain or subscale (Table 4Go). Additional work will be required to complete the intermediate levels between the 2 anchoring points before the new scale can be tested. In defining the levels for each domain, it will be important to ensure that they are in alignment with the effects produced by current sedative agents. One example of this is the effect of a new sedative agent, dexmedetomidine, an {alpha}-agonist that creates a sedative state that is not reflected in the current scales. Patients sedated with dexmedetomidine are asleep but can be easily aroused by verbal or light touch stimuli,15,16 and, depending on the interpretation of the evaluator, might be classified as level 2, 3, or 4 on the Ramsey scale (see Table 1Go). Therefore, using current sedation tools to evaluate patients receiving dexmedetomidine might lead to erroneous rating and inappropriate administration of this sedative agent.


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Table 4 Proposed anchors for each domain of a new sedation assessment scale

 

   What Are the Challenges to Ensuring That Critically Ill Patients’ Sedation Needs Are Adequately Addressed?
 Top
 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
 Future Direction
 References
 
The panel discussed the challenges that exist relative to ensuring that critically ill patients’ sedation needs are addressed. First, and foremost, is the challenge to develop a sedation assessment tool that can be used to evaluate the range of domains applicable to the variety of clinical uses of sedation management in critical care. Everyone agreed that the approach being taken by the Abbott/AACN/ Saint Thomas Health System collaboration is an excellent beginning in addressing that challenge. Although much work remains to be done before a new scale is developed, the panel members clearly witnessed the partners’ commitment to the development of a new and clinically useful sedation scale.

The next challenge, then, will be to conduct validity and reliability testing of the new scale in a variety of critically ill patients. In addition to medical, surgical, and cardiovascular critically ill patients, it will be important to test the new scale in patients with neurological impairment or severe respiratory failure that initially requires ventilatory control and later weaning from mechanical ventilation. Testing should also be done in patients who receive sedation to facilitate short-term procedures or transport within the hospital.

Dorrie Fontaine, RN, DNSc, Associate Dean, University of California, San Francisco, School of Nursing

I would hope that this would be a widely used tool, so the broader testing of the tool in a range of acutely ill patients is what is needed.

The panel recommended an intensive focus on validity testing, which should not only compare the new scale with existing scales but also use technology and biological markers as reference standards for each domain, where appropriate. Suggested reference standards included electroencephalography for the consciousness domain, polysomnography for the sleep/rest domain, quantification of movement by actigraphy17 for the domains of agitation and patients’ safety, facial electromyo-graphic monitoring for fear, and measurement of catecholamine levels for the anxiety/fear domain. The panel also recommended enlisting a group of clinical experts to rate each domain in order to establish reference standards for the tool.

In addition to validity testing on the instrument, studies to determine the reliability of the tool will be needed. Both interrater reliability among nurses using the tool and reliability of assessments in which the tool is used with the same patients over time and across populations of patients will be important.

Once a valid and reliable, multidomain sedation assessment scale has been developed and tested, the next challenge will be to develop algorithms to guide clinicians through the maze of sedation management possibilities. This step, although potentially one of the most challenging, is crucial to ensure optimal sedation management in critically ill patients.


   Future Direction
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 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
 Future Direction
 References
 
The convening of the sedation expert panel was just the first step in the collaboration of Abbott Laboratories, AACN, and Saint Thomas Health System. Guided by the wisdom of the expert panel members, phase 2 of the project is currently in progress. Further refinement of the sedation assessment scale is under way, with plans for preliminary testing of the scale within the next year. It is hoped that wide-scale clinical testing, phase 3 of the project, will begin late in 2004. Although much work remains to achieve this goal, the journey has begun.


   Acknowledgments
 
Members of the Abbott/AACN/Saint Thomas Health System Sedation Expert Panel (alphabetical order): Mary Kay Bader, RN, MSN, CCRN, CNRN, Mission Hospital, Mission Viejo, Calif; Suzanne M. Burns, RN, MSN, RRT, ACNP, CCRN, School of Nursing, University of Virginia Health System, Charlottesville, Va; Meg Campbell, RN, MSN, Detroit Receiving Hospital, Detroit, Mich; Marianne Chulay, RN, DNSc, Consultant in Clinical Research and Critical Care Nursing, Chapel Hill, NC; MAJ Marla De Jong, University of Kentucky, School of Nursing, Lexington, Ky; Dorrie Fontaine, RN, DNSc, University of California, San Francisco, School of Nursing, San Francisco, Calif; Jill M. Luer, Pharm D, Helix Medical Communications, San Mateo, Calif; Kathleen Vollman, RN, MSN, CCNS, CCRN, Advancing Nursing, Dearborn, Mich; Lorie Wild, RN, PhD, University of Washington Medical Center, Seattle, Wash.

We thank Abbott Laboratories, AACN, and Saint Thomas Health System for their generous support of the expert panel. Special thanks to Yvonne Harter of Abbott Laboratories, Gladys M. Campbell of Saint Thomas Health System, and Ramon Lavandero of AACN for their ongoing commitment to this collaboration to improve sedation management in critically ill patients. We also thank those who were invited guests to the panel, Tina Kruskamp, Julie Klemme, Patricia McGaffigan, Christine Shamloo, and Brenda Truman, who shared additional perspectives with the expert panel members, and we thank Janis Smith for providing meeting facilitation. The consensus conference was funded in part by an education grant from Abbott Laboratories, Abbott Park, Ill, and by Saint Thomas Health System, Nashville, Tenn.

The opinions or assertions contained herein are the private views of the authors and are not to be construed as official or as reflecting the views of the Department of the Air Force or the Department of Defense.


   References
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 Are the Available Sedation...
 What Is Needed to...
 What Subscales or Domains...
 What Are the Challenges...
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 References
 

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