The Importance of Preoperative Assessments
Open heart surgery is a complex and high-risk intervention requiring meticulous preparation to ensure optimal outcomes. Preoperative investigations form a critical component of this preparation, enabling clinicians to assess the patient’s health, identify potential risks, and tailor intraoperative strategies.
This article provides an in-depth review of essential preoperative investigations, focusing on their clinical importance for healthcare professionals, including perfusionists, as well as offering clarity for patients and their families.
Objectives of Preoperative Investigations
- Evaluate Baseline Health: Detect comorbidities or conditions that may influence surgical outcomes.
- Minimize Risks: Identify and mitigate factors contributing to complications such as bleeding, infection, or organ dysfunction.
- Optimize Surgical Strategies: Guide cardiopulmonary bypass (CPB) management, perfusion techniques, and postoperative care.

Essential Preoperative Investigations
1. Blood and Laboratory Tests
Blood tests provide crucial biochemical and hematological data. Key assessments include:
- Complete Blood Count (CBC):
Evaluates hemoglobin, hematocrit, white blood cells, and platelets.
Clinical Significance: Identifies anemia, infection, or bleeding tendencies crucial for perioperative blood management. - Electrolyte Panel:
Measures sodium, potassium, chloride, and bicarbonate.
Clinical Significance: Imbalances may impact myocardial function and necessitate correction before surgery. - Renal Function Tests (RFTs):
Assess serum creatinine, blood urea nitrogen (BUN), and estimated glomerular filtration rate (eGFR).
Clinical Significance: Determines renal reserve and guides fluid management and perfusion flow during CPB. - Liver Function Tests (LFTs):
Evaluate enzymes (ALT, AST), bilirubin, and albumin levels.
Clinical Significance: Assists in assessing hepatic function and clotting potential. - Coagulation Studies (PT, aPTT, INR):
Measure clotting pathways to detect bleeding or thrombotic disorders.
Clinical Significance: Guides anticoagulation protocols, especially during CPB. - Blood Grouping and Cross-Match:
Determines blood type and prepares compatible blood products. - Arterial Blood Gas (ABG) Analysis:
Provides real-time data on oxygenation, ventilation, and acid-base status.
Clinical Significance: Essential for managing metabolic states during CPB.

2. Imaging and Radiological Studies
Imaging plays a pivotal role in preoperative planning by providing detailed anatomical and functional insights:
- Chest X-Ray:
Evaluates lung fields, cardiac silhouette, and mediastinal structures.
Clinical Significance: Identifies conditions such as pulmonary congestion or effusion that may impact intraoperative ventilation. - Echocardiography:
Assesses cardiac anatomy, valve function, and left ventricular ejection fraction (LVEF).
Clinical Significance: Crucial for tailoring myocardial protection strategies and determining pump flow requirements. - Cardiac Catheterization:
Provides information on coronary anatomy, chamber pressures, and cardiac output.
Clinical Significance: Detects coronary artery disease requiring revascularization during surgery. - Advanced Imaging (CT/MRI):
Offers high-resolution views of the heart and vascular structures.
Clinical Significance: Detects complex pathologies, including aneurysms and calcifications, that may affect surgical approach.

3. Cardiovascular and Pulmonary Assessments
- Electrocardiogram (ECG):
Identifies arrhythmias, ischemia, or conduction abnormalities.
Clinical Significance: Ensures readiness to manage intraoperative electrical disturbances. - Pulmonary Function Tests (PFTs):
Assess lung capacity and gas exchange efficiency.
Clinical Significance: Guides ventilatory strategies during and after surgery.
4. Infectious Disease Screening
Preoperative infectious disease testing reduces the risk of complications:
- Hepatitis B and C, HIV:
Screening ensures appropriate infection control measures.
Clinical Significance: Mitigates transfusion-related risks and postoperative infections. - Dental Evaluation:
Identifies potential sources of infection, such as dental abscesses, which could lead to infective endocarditis.
5. Additional Assessments
- Carotid Ultrasound:
Detects stenosis or atherosclerosis in carotid arteries.
Clinical Significance: Reduces the risk of perioperative stroke. - Abdominal Ultrasound:
Evaluates for abdominal aortic aneurysm or other abdominal pathology.
Clinical Significance: Alerts the surgical team to anatomical variations or risks.
Frequently Asked Questions
Q: Why are these tests critical before open heart surgery?
A: Preoperative investigations allow the surgical team to identify risks, plan tailored interventions, and enhance patient safety.
Q: How should I prepare for these tests?
A: Some tests may require fasting (e.g., blood tests), while others, like imaging, might involve minimal preparation. Specific instructions will be provided by your healthcare provider.
Q: What happens if abnormal results are found?
A: If abnormalities are detected, they will be addressed before surgery to optimize your condition and reduce complications.
Q: Are all these tests mandatory?
A: The necessity of specific tests depends on individual patient factors, such as age, medical history, and surgical complexity.
Conclusion
Preoperative investigations are indispensable for the successful execution of open heart surgery. By providing critical data, these tests empower the multidisciplinary team—including surgeons, anesthesiologists, and perfusionists—to deliver personalized care while ensuring patient safety.
For further insights and resources related to cardiac surgery and perfusion science, visit cardiperf.com. Our platform is dedicated to supporting healthcare professionals, students, and patients in navigating the complexities of cardiac care.