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AIDS TO TRACHEAL INTUBATION
Dr. Sasanka S. Dhara,
Staff Anaesthetist,
Royal Hobart Hospital,
Tasmania,
Australia
Introduction
Using an endotracheal tube to secure a patient's airway is still the
gold standard. Most routine orotracheal or nasotracheal intubations are
performed with the help of a laryngoscope that has a curved or straight
blade. Other adjuncts such as external laryngeal pressure, a bougie, a
stylet or a pair of Magill's forceps may also be used.
Difficulties encountered during intubation can be due to a number of
factors and may be difficult to predict. It is important to have a strategy
prepared and to be familiar with the equipment. This will help to avoid
potential morbidity or mortality from the sequelae of hypoxia and/or cardiovascular
incident that may result from a failed intubation.
The anaesthetist must be familiar with the major decision making components
of the difficult airway algorithm. These are as follows:
- recognition of a difficult airway
- positioning a patient for airway manipulation
- awake intubation techniques
- techniques for anaesthetised patient with a difficult airway
- techniques for the patient who cannot be ventilated or intubated
- confirming the position of the endotracheal tube
- extubation or tube change for a patient with a known difficult airway
Over the years many attempts have been made to address various factors
responsible for difficult intubations and this has resulted in a number
of different techniques. It is best to use affordable, safe and useful
adjuncts that are best suited to your particular anaesthetic set up.
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Direct laryngoscopic orotracheal
intubation
Secure intravenous access, pre-oxygenate and then induce
the patient. A source of oxygen and facilities for mask ventilation
should be present. Unconscious patients may obstruct their airways and
the mechanism for this may be:
- the relaxed soft palate falling onto the posterior pharyngeal wall
- relaxed muscles on the floor of the mouth letting the tongue fall
back against the posterior pharyngeal wall
- the epiglottis getting stuck in the glottic inlet
Various devices may be used to overcome mechanical airway obstruction:
- An oropharyngeal airway is useful although care should always
be taken when inserting it to avoid damaging the patient's teeth and
oral soft tissues.
- A nasopharyngeal airway may be better tolerated than an oropharyngeal
airway in a patient recovering from general anaesthesia because it causes
less salivation and coughing. It may cause nasopharyngeal bleeding on
insertion.
- The Laryngeal Mask Airway (LMA) can be used as a primary airway
in an unconscious patient and it has also been used for emergency airway
management although it does not protect the airway from regurgitated
stomach contents.
- The Cuffed Oropharyngeal Airway (COPA) is a modified oral
airway with an inflatable cuff mounted at its distal end.
- Laryngeal Tube (LT) is a short S-shaped tube with two cuffs:
a small oesophageal cuff at the distal end that blocks entry into the
oesophagus and reduces the likelihood of gastric inflation, and a large
pharyngeal cuff to stabilise the tube and to block the naso- and oropharynx.
There is a ventilation hole between the two cuffs that aligns with the
larynx. The laryngeal tube is blindly inserted and positioned by the
'teeth marks' on the stem of the tube. It has been used as an alternative
to ventilation with a facemask or LMA.
When ready to intubate, have the following ready:
- A pillow or a padded ring to elevate the head by 8-10 cm. This manoeuvre
helps to align the laryngeal and pharyngeal axes. For obese and pregnant
patients, a pillow under the shoulder blades to elevate the upper thoracic
spine may help with better visualisation of the larynx during direct
laryngoscopy.
- A working laryngoscope handle with a choice of two blades.
- Reliable suction.
- Endotracheal tube with another that is half a size smaller. A syringe
to inflate the cuff.
- Intubating stylet and Eschmann gum elastic bougie
- A pair of Magills forceps.
- Local anaesthetic spray and lubricant gel.
- Tape or tie to fix the endotracheal tube.
- Stethoscope to confirm the correct positioning of the endotracheal
tube.
- Throat pack when the surgical operation involves areas such as the
nasal passage, mouth, tongue and pharynx.
- Routine patient monitors.
- An assistant to help with intubation. In addition to passing the
laryngoscope, the endotracheal tube or the suction, the assistant may
have to help with the application of external laryngeal pressure or
retraction of right angle of mouth for better visualisation of the laryngeal
inlet. External laryngeal pressure is applied on to thyroid cartilage
in a backward, upward direction and can help the operator to visualise
the glottis. It is not the same as cricoid pressure.
Some of the common causes of difficult direct laryngoscopy are:
- Improper positioning. Too much neck extension will result in difficulty
in finding the laryngeal inlet while too much flexion will make it difficult
to introduce the laryngoscope into the mouth.
- Insufficient muscle relaxation.
- Positioning of the laryngoscope blade. No tongue should be visible
on the right side of the blade.
- Identification of structures. Finding the epiglottis is the key to
the laryngeal inlet.
- The position of the tip of the blade. If the tip is not placed far
enough into the vallecula, the view of the larynx will be closer to
a grade 3 view and if it is too far into the oesophagus, the whole larynx
will be missed (a common problem in neonatal intubation).
- Excessive force applied during cricoid pressure will make laryngoscopy
difficult.
- The best person to find the optimal external laryngeal pressure for
best view of the larynx is the person performing the intubation. Ask
the assistant to put their fingers in place on the larynx and then move
the assistant's hand. When the best view has been obtained the assistant
can then the pressure in the right place.
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Adjuncts to facilitate intubation
- Laryngoscope handles: A short handle may help to insert the
laryngoscope blade into a patient's mouth when a normal blade is awkward
to use due to the presence of large breasts in an obese or pregnant
patient.
- Blades: The most commonly used blade in adults is the Macintosh
blade. Straight Miller blades are commonly used when intubating children.
The polio blade was designed for intubation of patients in an "iron
lung" and may still be useful today if large breasts pose a problem.
- Adaptors: These adjuncts have been developed to fit between
the handle and the blade of a laryngoscope to change the angle between
them. They may help to visualise an anterior larynx.
- Special laryngoscopes: A McCoy laryngoscope has a manoeuvrable
tip that is controlled by the operator (Figure 1).
The tip moves anteriorly and lifts up the epiglottis. It is reputed
to convert the Cormack and Lehane laryngoscopic view from 3 to 2 and
from 2 to 1. A rigid bronchoscope can also be used to visualise the
larynx and to place an introducer that can then be used as a guide for
the endotracheal tube.
- Stylet: A malleable metal wire covered with plastic is used
to give a tracheal tube curved shape and rigidity (Figure
2). It should be used with care as it may cause airway trauma.
- Introducer: This is a firm guide to lead a tracheal tube into
the larynx. An example of an introducer is a gum elastic bougie that
has a slightly angulated tip (coude tip) (Figure 2)
and a plastic exchange catheter that has a hollow lumen to deliver oxygen
through it. An introducer is especially useful when only part of the
larynx is visualised or when only the epiglottis can be seen.The anaesthetist
slides the angled tip of the introducer under the edge of the epiglottis
and into the larynx where the tracheal rings can be felt. If they cannot
be felt, the introducer may have entered the oesophagus. The endotracheal
tube is then guided over the introducer and into the trachea whereupon
the introducer is withdrawn.

Figure 1. McCoy laryngoscope

Figure 2a. Intubation using stylet. 2b Intubation using
a bougie
Difficulties may be encountered when attempting to guide the endotracheal
tube over the introducer in which case the following scenarios should
be considered:
- Is the introducer in the airway to an adequate depth?
- Is the difference between the external diameter of the introducer
and the internal diameter of the tube too great? A softened and well
lubricated tube of a smaller size (typically 6, 6.5 or 7mm) will follow
the guide (typically a gum elastic bougie) better as it does not "hang
up" or drag the introducer out of the airway. This may happen with
a larger and stiffer tracheal tube. A reinforced tube is easier to guide
than a standard endotracheal tube because it is softer.
- Is the larynx too anterior? In this case, pulling the tongue forward
is a useful manoeuvre to guide the tube in the right direction.
- Is the muscle relaxation sufficient?
- Is the larynx too small for the tube? In which case use a tube half
a size smaller.
- Is the tube stuck at the anterior commissure? Twisting the tube on
its axis anticlockwise to 90 degrees so the bevel faces posteriorly
may help the tube to pass through the larynx.
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Predicting a difficult intubation
Methods of predicting a potentially difficult intubation have been developed.
Mallampati described an assessment with the patient sitting opposite the
anaesthetist. The patient is asked to open his mouth and extend his tongue.
The view obtained gives the anaesthetist an indication of the difficulty
that is likely to be encountered. This system is not foolproof.
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Changing an endotracheal tube
If it is necessary to change an endotracheal tube that is in place:
- Secure intravenous access and have anaesthetic and resuscitation
drugs present as well as the airway adjuncts previously discussed.
- The patient should be appropriately sedated and paralysed.
- Pre-oxygenate for 3 minutes prior to changing the tube because this
will give you a bit more time if the tube change proves to be difficult.
- Suction the oropharynx so that you have a clear view.
- Insert an introducer down the tube and remove the tube, leaving the
introducer in situ. Then pass another tube over the introducer and remove
the introducer. A smaller tube may be required if the patient has been
intubated for some time as the airway may be oedematous.
- Confirm that the tube is correctly positioned by observing chest
movement, auscultating the chest with a stethoscope and using capnography
if available.
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"Can't ventilate, can't intubate"
- If the patient is difficult to intubate, stop trying and return to
bag and mask ventilation. If you are able to ventilate the patient then
consider any adjuncts or procedures that may help you.
- If you are unable to ventilate the patient in spite of the adjuncts
mentioned previously, call for help. Wake the patient up if appropriate
or prepare for an emergency cricothyroidotomy.
- A 14G intravenous cannula or a cricothyroidotomy cannula is inserted
through the cricothyroid membrane and oxygen under pressure is administered
into the patients lungs. This is called transtracheal jet ventilation
(TTJV).
- The oxygen supply is from the wall or a cylinder. It is connected
to a pressure regulator and a jet actuator that is then connected to
the cricothyrotomy cannula via a luer lock system (Figure
3). Remember that the oxygen is under high pressure and that the
patient is at risk of barotrauma when using this method of ventilation.
Adjust the driving pressure carefully and make sure that there is no
obstruction to airflow on exhalation.
- Jet ventilation works mainly by bulk flow of oxygen, but a considerable
volume of air is entrained from the open glottis (venturi effect).
- Oxygenation is the main concern and this is achieved by using smaller
tidal volumes, a higher respiratory rate (20-40/minute) and a longer
I:E ratio (1:4).
- The emergency oxygen flush from the anaesthetic machine may be used
as a source of pressurised oxygen by connecting a non-compliant tubing
system to the common gas outlet with a 15 mm endotracheal tube connector.
However, it should be noted that most modern machines are fitted with
a safety valve to prevent overpressure of the backbar and therefore
may not be suitable for this purpose.
- A 7.5 mm tracheal tube connector fitted tightly into the barrel of
a 3ml luer lock syringe can accommodate a self-inflating bag on one
end and the cricothyroid cannula on the other. Some oxygen can be transferred
by squeezing the bag hard, but this is not ' jet ventilation'.
- These are only temporary measures.
| Mallampati's classification |
| Class 1 |
The soft palate, faucial pillars and uvula are all visible |
| Class 2 |
The soft palate and faucial pillars are visible, but the uvula is
obscured by the base of the tongue |
| Class 3 |
Only the soft palate is visible |
| Cormack and Lehane's classification |
| Grade 1 |
Most of the glottis is seen. No difficulty. |
| Grade 2 |
Only the posterior part of the glottis is visible. Pressure on the
larynx may improve the view. Slight difficulty. |
| Grade 3 |
The epiglottis is visible, but none of the glottis can be seen.
A bougie may be used. There may be severe difficulty. |
| Grade 4 |
Not even the epiglottis is visible. This situation usually arises
with obvious pathology. Intubation may be impossible without special
techniques. |

Figure 3. Assembled apparatus for jet ventilation

Figure 4. Suction catheter through nasotracheal tube
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For nasotracheal intubation using
direct laryngoscopy
- Local anaesthetics can be sprayed into the nasal passage eg.cocaine
4-10% (maximum 1.5mg/kg) which has the advantage of having vasoconstrictor
properties or lignocaine 2-10% (maximum 3mg/kg).
- Vasoconstrictor drugs eg.phenylephrine or pseudoephedrine nasal spray
are helpful in reducing nose bleeds.
- Soften the endotracheal tube by immersing it in warm clean water.
- Insert the endotracheal into a nostril at an angle perpendicular
to the face and exert gentle pressure until the tube is visualised at
the back of the oropharynx. Guide the tube into the larynx using a pair
of Magill's forceps if necessary. Rotating the bevel of the endotracheal
tube so that it faces posteriorly allows smoother passage of the tip
across the laryngeal inlet.
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For emergency intubation
- A rapid sequence induction (RSI) is always performed in emergency
situations, when a patient is not starved or when reflux is present.
A rapid sequence induction consists of preoxygenation for 3 minutes,
intravenous administration of a predetermined dose of an induction agent
eg.3 - 4mg/kg of thiopentone and a rapidly acting muscle relaxant such
as suxamethonium 1-1.5mg/kg.
- Cricoid pressure is applied by an anaesthetic assistant as soon as
the patient loses consciousness. The pressure applied on the cricoid
ring occludes the oesophagus against the body of the 6th cervical vertebra
and thus prevents regurgitation of stomach contents up into the oropharynx.
- The assistant's hand applying cricoid pressure may obstruct the introduction
of the laryngoscope into the mouth. It requires a careful sideways insertion
of the blade into the mouth. A laryngoscope with short handle is useful
in this situation.
- The cricoid pressure is taken off only after confirmation of correct
placement of endotracheal tube with the cuff inflated.
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Awake intubation
Indications for awake intubation include:
- Upper airway obstruction
- A known or suspected difficult intubation
- Patient with an unstable cervical spine fracture where any traction
on the neck should be avoided
- Full stomach. This technique is used in the United States of America.
- Respiratory failure in extremis where anaesthetic induction may bring
about the patient's immediate demise
- The procedure for anaesthetising the airway is as follows:
- Give oxygen to the patient throughout the procedure eg.nasal prongs
and ensure that all routine monitoring is in place with intravenous
access secured.
- Administer a drying agent intravenously, for example atropine 400-600mcg
or glycopyrrolate 200-400 mcg.
- Administer sedation to make the patient comfortable without compromising
patient safety. For example, a benzodiazepine eg.midazolam 0.5-2mg along
with a short acting opioid eg.fentanyl 50mcg. Although both drugs have
specific antagonists available, care should be taken not to depress
respiration too much.
- Local anaesthesia of the upper airway is achieved as follows: Surface
analgesia is achieved with 2-4% lignocaine (maximum 3mg/kg) applied
to the mouth, tongue, pharynx and nasal passages by spraying, gargling
or inhaling a nebulised form. Cotton tipped pledgets soaked in the same
solution may be used for analgesia of the nasal passage. A translaryngeal
injection through the cricothyroid membrane provides analgesia to the
area below the vocal cords. To perform this injection, identify the
cricothyroid membrane and confirm that the tip of the needle is in right
place by free aspiration of air in a saline-filled syringe before the
injection is made (Figure 5). 2-4ml of lignocaine
4% is used because the higher concentration penetrates the mucosa more
efficiently. As soon as the injection is performed the patient will
cough and the needle should be withdrawn swiftly to prevent any damage.
- Have the equipment ready for the chosen technique eg.fibreoptic bronchoscope
or retrograde intubation set.
- Plan for the procedure and have a rescue plan in case it fails.

Figure 5. Transtracheal injection
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Indirect laryngoscopy
- Flexible fibreoptic scope: This instrument has changed the
whole management of a difficult airway by allowing indirect visualisation
of the larynx. It is made up of coated glass fibres that transmit light
and images. These fibres are delicate structures and are easily damaged
so the fibreoptic scope should always be handled with care. It may contain
aspiration channels that can be used for suctioning secretions, insufflating
oxygen or instilling local anaesthetic. One does require training in
its use. Disadvantages include: poor images in the presence of bleeding
or excessive secretions, initial and subsequent maintenance costs and
the need for adult and paediatric sizes.
- Rigid indirect laryngoscope: This instrument uses fibreoptics
to visualise the glottis and contains a channel for the endotracheal
tube. It is expensive, learning to use it takes considerable time and
success rates vary.
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Guided blind techniques
These techniques require the use of a physical guide to lead the endotracheal
tube into the glottic inlet.
Laryngeal mask and Intubating LMA:
The laryngeal mask is probably the most important invention in anaesthesia
in recent times. The LMA has been used as a conduit to reach the larynx
by passing a bougie, a fibreoptic bronchoscope or sometimes a smaller
tracheal tube through it. In these situations the LMA is usually left
in situ until the end of the anaesthetic.
The Intubating LMA (ILMA) is a preformed, anatomically- shaped metal
tube that is fitted with the usual LMA cuff (Figure 6).
A specially designed tube is passed through the ILMA and into the larynx.
Tube position is checked before removing the ILMA and leaving the tube
in situ.

Figure 6. Intubating LMA
Augustine guide:
This device consists of an anatomically-shaped, disposable, plastic channelled
guide with a special stylet. It combines features of pharyngeal airway,
stylet, bougie and oesophageal detector device. The tube is loaded over
the guide and the holllow stylet is used to find the trachea. The stylet
position is confirmed by injecting air with a syringe and auscultating
the stomach (oesophageal detector device). The tube is then guided over
it.
In order to use it, mouth opening must be normal. It is more traumatic
than normal laryngoscopy though cervical spine mobility during the procedure
is minimal.
Retrograde intubation:
This technique was first reported by D.J.Waters in 1963. The basic technique
consists of passing a retrograde guide through the cricothyroid membrane.
This is then taken out from mouth or nose and an endotracheal tube is
guided over it. There are many reports of retrograde intubation using
various techniques and equipment:
- The retrograde guide may be an epidural catheter or a vascular guidewire
(such as those used for insertion of a central venous catheter) that
is firmer and also the 'J' tip is less traumatic when moved inside the
airway.
- A cricothyroid puncture is performed using a 16G intravenous cannula.
It is important to make sure that the guide wire passes through the
cannula easily. Once positioned, the cannula should be left in place,
even after the retrograde guide wire has been passed through and positioned.
The cricotracheal space rather than cricothyroid space has been advocated
by some because it is less vascular and the depth of insertion is longer
thus preventing the endotracheal tube from becoming dislodged when the
retrograde guidewire is withdrawn and tracheal intubation is attempted.
- An anterograde guide such as a 14-16 FG suction catheter may be used
and passed over the retrograde wire so that the endotracheal tube, when
railroaded, has a better guide to follow rather than the thin and easily
flexible retrograde guidewire. It is important that the anterograde
guide is inserted to an adequate depth to prevent it from becoming dislodged
when the patient coughs or when the retrograde guide is removed. The
cough reflex is usually well suppressed from the transtracheal instillation
of local anaesthetic solution. The retrograde wire is then removed and
an endotracheal tube guided over the anterograde guide which is removed
once correct placement has been confirmed.
- The procedure can be performed awake with appropriate application
of local anaesthesia to the airway. Sedation or a small dose of induction
agent will make the procedure more comfortable for the patient.
- The technique is very useful when all else has failed but it can also
be used as a planned procedure. It does not require expensive equipment
and with basic knowledge of anatomy, the technique can be performed
easily. Contraindications are few, but include infection or tumour in
the area and clotting disorders. Unlike fibreoptic bronchoscopy, the
presence of blood in the airway does not hinder the procedure.
Lighted stylets or lightwands:
This method involves using a malleable stylet with a light at its tip
that is placed inside the endotracheal tube. The stylet is bent to a L-shape
and the patient is positioned with his head fully extended. The lightwand
is passed in the midline over the tongue.
Abrupt transillumination occurs when the lighted tip passes the epiglottis
enters the larynx. The stylet is then removed.
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Blind techniques
The intubation is performed without a direct or indirect view of the
glottis and techniques are blind nasal and tactile oral.
Blind Nasal:
This procedure may be performed in an awake patient with conscious sedation
and local anaesthesia to the airway or in an anaesthetised patient breathing
spontaneously. The head is positioned as for direct laryngoscopic intubation
and a softened, well lubricated endotracheal tube (typically 6.5-7.5 mm
in adults) is gently passed through the nostril of choice until it reaches
the pharynx. Then the chin is lifted forwards and the other nostril is
occluded. If the patient is awake he is asked to close his mouth and breathe
deeply. Alternatively, in an anaesthetised patient, the tube is advanced
slowly while listening for breath sounds at the end of the tube. Capnography
is extremely useful in this situation. Breath sounds or a capnography
trace indicate that the tube has passed into the trachea. Blind nasal
intubation is a very useful technique because it does not need expensive
equipment and can be performed anywhere.
Tactile oral (Blind oral intubation):
This technique was first reported in 1880 by William MacEwen. It is performed
by palpating the larynx while guiding the tube into it.
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Conclusion
In real life scenarios, these techniques may be used in combination.
It will depend on the problem, the resources available and the expertise
of the anaesthetist. These factors should be considered carefully so that
the best technique is chosen.
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Further reading
- Fibreoptic Endoscopy and the Difficult Airway. A. Ovassapian. Second
Edition, 1996. Lippincott-Raven.
- Airway Management. Hanowell and Waldron, 1996. Lippincott-Raven.
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