Conscious Sedation:
A Primer for Outpatient Procedures
Stuart Spitalnic, MD
Christopher Blazes, MD
Angela C. Anderson, MD
any painful or anxiety-provoking procedures the hospital. Familiarity with these standards for anes-
medications and equipment necessary for endotracheal Table 1. Joint Commission on Accreditation of
intubation should also be immediately available. Healthcare Organizations’ Standards for Anesthesia
Care
Patient Monitoring
Adequate monitoring by experienced personnel Standards
who can interpret and react to changes helps to avoid A preanesthesia assessment must be performed for each
catastrophes resulting from oversedation. According to patient before anesthesia induction.
JCAHO, the medical personnel who monitor patients Each patient’s anesthesia care is planned.
under conscious sedation must be familiar with drug
Anesthesia options and risks are discussed with the patient
dosages, methods of administration, adverse reactions,
and family prior to administration.
and interventions for adverse reactions. They must also
be able to recognize airway obstruction and assess a Each patient’s physiologic status is monitored during anesthe-
sia administration.
patient’s respiratory rate, oxygen saturation, blood
pressure, pulse, and level of consciousness. Because the The patient’s postprocedure status is assessed on admission to
physicians performing the procedure must concen- and before discharge from the postanesthesia recovery area.
trate primarily on the job at hand, they may not be
Minimum protocol requirements
able to monitor the patient’s respiratory effort or
respond to trends in pulse oximetry and heart rate. Sufficient qualified personnel present to perform the proce-
Therefore, personnel not immediately involved in the dure and to monitor the patient
performance of the procedure should be present to Appropriate equipment for care and resuscitation
continuously monitor and record the patient’s condi- Appropriate monitoring of vital signs (ie, heart and respirato-
tion (eg, level of consciousness, blood pressure) for the ry rates, oxygenation using pulse oximetry equipment)
duration of the sedation. Documentation of care
Although the importance of monitoring patients who
Monitoring of outcomes
receive anesthesia is well accepted, the literature offers
many examples of poor outcomes in under-monitored Adapted with permission from Joint Commission on Accreditation of
patients.2 The amount of monitoring that is appropriate Healthcare Organizations: Comprehensive Accreditation Manual for
varies with each procedure and anesthesia plan; how- Hospitals. Chicago: JCAHO, 1997.
ever, physicians should be prepared for possible com-
plications (eg, hypotension, dysrhythmias, hypoxia).
Thorough documentation of the patient’s condition
during the receipt of sedatives and analgesics is expect- Patient Response
ed. Because the duration of the effects of anesthesia The precise prediction of a patient’s response to vary-
medications can persist after the completion of a proce- ing doses of medications is difficult; however, prediction
dure, monitoring should continue until patients meet of a patient’s response to combinations of different class-
criteria for discharge. es of medications is even more of a challenge.3 Additive
and synergistic effects can be minimized by using lower
THE SEDATION SPECTRUM doses or fewer agents in the sedation plan. Some
Procedural sedation can range from simple analge- patients are still wide awake after what might be consid-
sia, which decreases the perception of painful stimuli, to ered “heroic” doses of narcotic, whereas other patients
general anesthesia, which produces a loss of protective become obtunded after smaller doses. The medications
reflexes (ie, inability to independently maintain a patent used for conscious sedation usually have maximal effect
airway or protect against aspiration) in addition to the within a few minutes of administration; however,
loss of response to painful stimuli. The various levels of patients may traverse levels of sedation well after the
sedation are defined in Table 2. Be-tween full conscious- final dose. Patients must be monitored for changes in
ness and general anesthesia is a state of awareness called the level of sedation both during and after a procedure.
conscious sedation that allows a patient to tolerate the dis- Stimulation factors influence the effect of sedation on
comfort of a procedure while minimizing the risk of patients as well. For example, an elderly patient with a
aspiration or cardiac or respiratory depression. This hip dislocation may moan in pain until receiving high
level of sedation, which maintains the patient’s ability to doses of narcotic, only to slip into unconsciousness and
spontaneously breathe and protect his or her own air- hypoventilate after joint reduction and removal of the
way, is the target for most outpatient procedures. painful stimulus.
Table 2. Levels of Procedural Sedation are recommended. Doses may be repeated to achieve
the desired effect. Midazolam is reversible. Additional
Level Patient Response dosage information and routes of administration for
Analgesia Decreased perception of painful midazolam are listed in Table 3.
stimuli Side effects of midazolam may include dose-related
Anxiolysis Decreased anxiety respiratory depression (which is more pronounced in
Sedation Decreased awareness of environ- elderly patients and patients with chronic obstructive
ment pulmonary disease, or in the presence of alcohol, barbi-
Conscious sedation Decreased level of awareness that turates, opioids, or other central nervous system [CNS]
allows toleration of an unpleasant depressants) and hypotension (usually insignificant but
procedure while maintaining the more common and severe in hypovolemic patients and
ability to spontaneously breathe elderly patients). Headache, nausea, vomiting, and
and protect the airway coughing are rarely encountered. Cardiovascular effects
Deep sedation Unconscious state during which are minimal at sedative doses.
patients do not respond to voice Diazepam and lorazepam. Diazepam and loraz-
or light touch; minimal sponta- epam are also used for conscious sedation. However,
neous movement; may be accom- because diazepam and lorazepam have longer half-
panied by partial or complete loss lives compared with midazolam, these agents may be
of protective reflexes* more difficult to titrate and may provide a longer than
General anesthesia Loss of response to painful stimuli desired duration of action.
and loss of protective reflexes*
Opioids
*Inability to maintain a patent airway independently or protect against
aspiration. Opioids are typically thought of as analgesics that
also possess sedative properties. Opioids act predomi-
Adapted with permission from Joint Commission on Accreditation of
nantly at the µ and κ receptors in the brain and spinal
Healthcare Organizations: Comprehensive Accreditation Manual for
Hospitals. Chicago: JCAHO, 1997. cord. Respiratory depression resulting from a blunted
response to hypercapnia and hypoxia is the most com-
mon side effect of conscious sedation with opioids. In
addition, hypotension may result from a decreased cat-
MEDICATIONS echolamine release as well as a histamine release.
Many agents are available to provide analgesia, seda- Morphine. A powerful analgesic with sedative prop-
tion, or both. Agents commonly used for outpatient erties, morphine7 is the most active narcotic alkaloid of
procedural sedation are listed in Table 3 and reviewed opium. An IV dose of 0.1 to 0.2 mg/kg becomes clini-
here. Familiarity with the routes of administration, cally effective within 5 minutes of administration and
indications, dosages, and possible side effects of each lasts between 3 to 4 hours.
agent is essential. In addition, it is important to know As with all narcotics, morphine decreases the
the appropriate approach to problems that may devel- medullary response to hypercapnia and hypoxia.
op during the administration of an agent (eg, over- Morphine also causes significant histamine release,
sedation, hypotension). which may lead to local irritation and occasional
hypotension. Additional adverse reactions associated
Benzodiazepines with morphine include hypotension secondary to
Benzodiazepines act at the γ-aminobutyric acid decreased circulating catecholamines or histamine
(GABA) receptor complex. In addition to their seda- release; respiratory depression, which is dose depen-
tive activity, benzodiazepines possess anxiolytic, amnes- dent and becomes more pronounced in the presence
tic, anticonvulsant, and muscle relaxing effects. of other CNS depressants; pruritus; rash; and nausea
Midazolam. Midazolam4 – 6 is a short-acting benzodi- and vomiting. While morphine has traditionally been
azepine with a short recovery period. An intravenous the drug of choice for painful procedures, fentanyl
(IV) dose of 0.02 to 0.1 mg/kg typically produces seda- has been increasingly used as a replacement for mor-
tion in 2 to 3 minutes with the clinical effects lasting phine.
10 to 30 minutes. In patients in whom a more pro- Fentanyl. Fentanyl8,9 is the most potent of the com-
nounced sedative effect and a longer recovery period monly used opioids and is the preferred agent for outpa-
may be anticipated (eg, the elderly), lower initial doses tient sedation because of its quick onset, short duration
Benzodiazepines
Midazolam Respiratory depression IV 0.02– 0.1 mg/kg 2–3 min 30 min
IM 0.05 – 0.15 mg/kg 2–5 min 30 – 40 min
PO 0.5 – 0.75 mg/kg 15 –20 min 45 – 60 min
PR 0.7–1 mg/kg 10 –15 min 45 min
Nasal 0.2– 0.4 mg/kg 10 –15 min 45 min
Opioids
Fentanyl Respiratory depression IV 2 µg/kg 1–2 min 20 –30 min
Morphine Respiratory depression, IV 0.1– 0.2 mg/kg 1–5 min 3 – 4 hr
hypotension, nausea IM/SQ 0.1– 0.2 mg/kg 30 min 4 –5 hr
and vomiting
Reversal agents
Flumazenil Withdrawal symptoms IV 0.2 mg 1–3 min 30 – 45 min
(agitation) 0.01 mg/kg (pediatrics)
Naloxone Withdrawal symptoms IV/IM/SQ 0.1–2 mg 1–2 min (IV) 15 – 45 min
(agitation)
*Doses should be administered in fractional boluses (eg, one quarter to one half) and titrated to effect.
of action, and favorable side effect profile. Fentanyl Fentanyl, which causes the least amount of histamine
offers a stable cardiovascular profile and is reversible. release when compared with the other opioids, is less
The typical dose of fentanyl is 2 to 3 µg/kg given intra- likely to cause hypotension or irritation after injection.
venously and titrated to effect. Duration of action is 20 Side effects associated with fentanyl include respiratory
to 30 minutes. depression (related to dose and route of administration,
more pronounced in the presence of other CNS depres- when deep sedation is desired (eg, immobilizing
sants) and “board chest,” a phenomenon of chest wall patients for diagnostic interventions such as computed
rigidity associated with high doses of rapidly adminis- tomography [CT]or magnetic resonance imaging
tered fentanyl that limits the patient’s ability to ventilate. [MRI]). In general, barbiturates can cause hypoten-
Board chest phenomenon, which has not been reported sion and dose-related respiratory depression. At lower
during conscious sedation, can be treated with benzodi- doses, these medications can also cause paradoxical
azepines or paralytic agents. excitation. Barbiturates have no analgesic properties
and are not reversible.
Ketamine Methohexital. Methohexital12,13 is an ultra–short-
Ketamine10,11 is a phencyclidine derivative that acting barbiturate with rapid onset. Although IV dosing
results in a dissociation between the cortical and limbic is ideal, methohexital’s high lipid solubility allows intra-
systems of the brain called dissociative anesthesia. muscular (IM), oral, or rectal administration. An IV
Ketamine prevents the higher cortical centers from per- dose of 0.75 to 1 mg/kg typically produces a sleeplike
ceiving visual, auditory, and painful stimuli. Ketamine, state without spontaneous movements within 1 minute;
which produces sedation, amnesia, and analgesia, is patients usually wake up within 10 minutes.
unique among conscious sedation medications. An IV Alternatively, 20 to 30 mg/kg of a 10% solution given
dose of 1 mg/kg induces sedation in 2 minutes, and rectally can produce deep sedation in 8 to 10 minutes,
effects last 15 to 30 minutes. Patients demonstrate nys- and lasts 45 to 60 minutes. Airway reflexes are main-
tagmus and display a blank stare that is characteristic of tained at sedative doses. Methohexital is not reversible.
dissociative anesthesia. Ketamine maintains cardiovas- Because methohexital is not an analgesic, adminis-
cular stability as well as muscle tone and airway reflexes. tration may potentiate pain perception. Additional side
Respiratory rate, tidal volume, end tidal carbon dioxide, effects may include heightened airway reflexes (eg, hic-
and minute ventilation are minimally affected by keta- cups, coughing). Respiratory depression and laryn-
mine. gospasm are rarely encountered. Myocardial depres-
Disadvantages of ketamine may include increased sion and venodilation that result from barbiturate
intracranial and intraocular pressures, hypertension, administration can cause a transient drop in blood
and tachycardia. Ketamine also stimulates airway secre- pressure with an increase in heart rate. This effect may
tions. However, atropine or glycopyrrolate is often used be most notable in patients who are hypovolemic.
to reduce secretions, especially in children. Purposeless Pentobarbital. Pentobarbital14 is a short-acting barbi-
movements also occur. The movements rarely prevent turate that is often used for nonpainful diagnostic stud-
the completion of a procedure; however, they may ies. A dose of 2.5 mg/kg should produce deep sedation
limit the usefulness of ketamine for procedures requir- within 5 minutes, and effects should last between 30 to
ing a still patient. Patients with respiratory infections 60 minutes. A repeat dose of 1.25 mg/kg may be neces-
and infants younger than age 3 months who undergo sary, but repeated dosing may lead to prolonged seda-
ketamine administration are at increased risk of laryn- tion. Pentobarbital is also titratable but not reversible.
gospasm, although the occurrence is extremely rare. Hypoxia occurs in 3% to 7% of patients and is usu-
Postemergence delirium (ie, vivid nightmares) is pres- ally resolved with administration of supplemental oxy-
ent in up to 10% of children and 30% of adult patients gen or a change in the patient’s head position.14
after ketamine administration.11,12 This phenomenon is Hypotension is also a potential side effect of pentobar-
much more prevalent in patients with a psychiatric his- bital.
tory and, thus, ketamine should be avoided in this
patient population. Postemergence delirium can be Nitrous Oxide
markedly reduced with the combined use of ketamine Nitrous oxide (NO)15,16 is a colorless, sweet- smelling
and a benzodiazepine (eg, midazolam). Midazolam is gas that has been used reliably and safely in the outpa-
typically given prior to the administration of ketamine tient setting for decades. In a 50/50 mixture with oxy-
to reduce or eliminate the dysphoria sometimes associ- gen, NO has sedative, analgesic, and anxiolytic proper-
ated with ketamine and to counter postemergence ties with a favorable side effect profile. NO can also be
delirium. administered in combination with opioids or benzodi-
azepines. NO diffuses rapidly, which provides a seda-
Barbiturates tion that is rapid in onset and short in duration. This
Barbiturates result in a general CNS depression by diffusion also causes accumulation and increased gas
acting at the GABA receptor and are primarily used pressure in closed, air-filled body cavities. Therefore,
(continued on page 29)
flumazenil wears off. Observation for up to 2 hours tory observation are mandatory when these agents are
after flumazenil administration is warranted. used. In addition, a physician skilled in airway manage-
Flumazenil administration occasionally results in ment and airway equipment must constantly be avail-
seizure activity. Seizures are most prevalent in patients able.
who have an underlying seizure disorder or in patients Chloral hydrate. Chloral hydrate has a long history
with benzodiazepine dependence; flumazenil adminis- of safe use for diagnostic studies in young patients. The
tration should be avoided in these groups. agent has traditionally been used in the outpatient set-
ting, and the initial dose can be administered at home
PROCEDURE-SPECIFIC CONSIDERATIONS by the patient’s parents. The agent cannot be used for
As previously mentioned, sedation plans must be emergent procedures because of its delayed onset of
individualized. Outpatient procedures that require activity. Chloral hydrate may also require repeat dos-
sedation can be brief or prolonged, intensely painful ing, which prolongs the onset of effects as well as the
or painless. Patients may be openly anxious or stoic. recovery period. Minimal respiratory depression and
Some patients may be too anxious or agitated to per- the convenience of not requiring an IV line are advan-
mit the completion of a simple procedure that does tages to chloral hydrate. Although experiences with
not typically require sedation. Definition of the goals of chloral hydrate have generally been favorable, deaths
sedation and refinement of the medication plan are have occasionally been reported.2,25 Chloral hydrate
essential steps in the care of each patient. does result in deep sedation, and monitoring by med-
Prior to administering medications, physicians must ical personnel is appropriate.
consider whether a sedative agent is necessary. Some
procedures (eg, lumbar puncture, wound repair) can Minimally Painful Procedures
be performed in cooperative adult patients with only Procedures such as simple laceration repair or lumbar
the aid of local anesthesia. In an anxious child, howev- puncture can typically be accomplished with local anes-
er, stitching a wound without the additional adminis- thesia alone. However, in anxious or frightened patients,
tration of a sedative agent may be impossible. Physical sedation may be necessary or preferred. IV midazolam
restraint (eg, a papoose board), although never a sub- may be used in addition to local anesthesia to make the
stitute for adequate analgesia, may be an appropriate procedure more tolerable.
adjunct and avoids the risk of sedative administration For the very anxious child, a cocktail of ketamine,
for a minimally painful or nonpainful procedure in a atropine, and midazolam with local anesthesia can be
young patient. Pain relief is not an issue for most imag- administered. This combination provides effective
ing studies, but sometimes deep sedation is required to sedation with quick recovery and few side effects.
prevent motion from interfering with the imaging. If Ketamine provides the sedation, creating a very coop-
sedation is deemed necessary, the best agent, route of erative child. The atropine decreases the secretions
administration, required duration, and target level of induced by ketamine. The midazolam reduces the like-
sedation must all be carefully considered. lihood of emergence delirium and provides improved
amnesia and anxiolysis. Children can be pretreated
Painless Procedures with 0.01 mg/kg of IV atropine, followed by 0.1 mg/kg
Diagnostic studies (eg, CT, MRI) are sometimes of IV midazolam. Ketamine is then administered at an
complicated by the movement of patients, especially IV dose of 0.5 to 1 mg/kg. Constant monitoring is
pediatric patients. Ideally, patients should not display required.
unwanted movements, but airway reflexes and sponta-
neous breathing must be maintained. Analgesia is not Painful Procedures
required. To initiate conscious sedation in an adult patient
Barbiturates. Methohexital or pentobarbital can be undergoing a painful procedure where the efficacy of
used to achieve the state of unconsciousness necessary local anesthesia may be limited (eg, hemorrhoid
for such procedures. The quick onset and short dura- thrombectomy, large abscess incision and drainage,
tion of these agents are appropriate for most imaging joint reduction), these authors suggest a combination
studies. At sedative doses, airway reflexes are usually of fentanyl and midazolam given intravenously. These
maintained and respiratory depression is minimal. agents are short acting and titratable; they also have
Deeper sedation is possible with methohexital and reversal agents. The rapid onset of fentanyl and mida-
pentobarbital; monitoring (ie, electrocardiography, zolam allows for observation of sedative effect before
blood pressure, pulse oxymetry) and constant respira- the administration of additional doses. As previously
discussed, ketamine, midazolam, and atropine are the Infant patients. Special consideration must be given
preferred sedative agents in children; significant expe- when administering sedation to infants younger then
rience with this combination has been reported.10,26 age 3 months. These patients have an increased inci-
Painful but very brief procedures (eg, joint or frac- dence of complications, especially respiratory depres-
ture reduction, cardioversion) can be accomplished by sion,2 which may be secondary to factors such as
administering short-acting barbiturates or propofol. If decreased respiratory reserve, an incompetent blood-
hypotension is a concern, midazolam with or without brain barrier, and altered pharmacokinetics. Most non-
fentanyl may be preferred. For brief procedures, con- painful procedures in infants can be preformed with-
tinuous monitoring until the sedatives wear off is essen- out sedation. Many of these patients simply fall asleep
tial. with a pacifier and a dry diaper. If sedation is required,
the titrated administration of reversible agents is pre-
AGE-RELATED CONSIDERATIONS ferred. Administration of any sedative agent in infants
Pediatric Patients requires continuous cardiorespiratory monitoring by a
Fear and anxiety are often more pronounced in skilled physician and the immediate availability of intu-
pediatric patients. A child may not be able to tolerate a bation equipment. Specific experience with the man-
procedure without pharmacologic intervention, even if agement of sedation and its complications in this age-
topical anesthetics are used in lieu of an injection. group is recommended.
Although the patient’s apprehension is sometimes out
of proportion to the complexity of the procedure, Geriatric Patients
pediatric patients deserve the same considerations of The prevalence of comorbid illnesses and the use of
pain management and sedation as adults. daily medications both increase with age. Because
Once the decision to administer sedation has been elderly patients are more likely to be taking multiple
made and the risks and benefits have been discussed medications, the risk for drug interactions with sedative
with the patient’s family, the route of administration agents is greater.27 For example, hypotension may be
must be determined. Although the IV route is the easi- exaggerated or sedation increased if synergy with the
est to titrate and offers an avenue for the administra- patient’s regular medication occurs. In turn, a complete
tion of fluids and reversal agents if required, obtaining medication history should be obtained for all patients
IV access in a pediatric patient can be as stressful as the before administering any sedative agents.
procedure itself. The pain of IV insertion can be avoid- Conscious sedation agents can safely and effectively
ed with the prior application of a eutectic mixture of be used in the elderly patient population. These
local anesthetics, and for many medications, alternative authors recommend initiating common medication
routes (eg, oral, IM, rectal, nasal) provide viable solu- regimens (eg, fentanyl, midazolam) at lower doses; the
tions. At these authors’ institution, midazolam is often medications can be titrated to the desired effect with
administered by the nasal route for short, minimally smaller aliquots. This technique provides adequate
painful procedures. Familiarity with the differences in sedation and minimizes the chance of oversedation,
dosing and duration of onset and effect is essential which can be less predictable in the elderly patient
before attempting administration via alternative routes. population.
Regardless of the route of administration, the same Health factors can sometimes alter the effects of
safety issues apply. IV access equipment must be readily sedatives in elderly patients. Renal and liver dysfunc-
available and physicians must be confident that access tion can alter many drug clearances, which necessitates
is easily obtainable if necessary. All patients must be dosage modification (midazolam dosage should be
fully monitored. reduced, typically by one half; propofol dosing need
Many sedative drugs, although not specifically indicat- not be changed). Respiratory depression may be more
ed for pediatric patients, are widely and safely used in pronounced in patients with respiratory disease. Blood
young patients. For example, propofol is not approved pressure in elderly patients may be more sensitive to
by the Food and Drug Administration for administration sedative agents because of decreased blood vessel com-
in children younger than 12 years. Similarly, midazolam pliance and increased sensitivity to decreases in circu-
is not approved in patients younger than 18 years, and lating catecholamines.
fentanyl is not approved in patients younger than 2 years; Additionally, the demented patient may require deep
however, these drugs have been routinely, safely, and sedation to allow the completion of diagnostic imaging
effectively used in both patient populations at the institu- studies. IV access, appropriate personnel, and monitor-
tion of these authors. ing are required. Sedative agents not specifically
discussed in this review (eg, haloperidol, droperidol) department: safety profile in 1022 cases. Ann Emerg Med
may be particularly useful in demented patients, with or 1998;31:688–697.
12. Lerman B, Yoshida D, Levitt MA: A prospective evalua-
without administration of a benzodiazepine. These
tion of the safety and efficacy of methohexital in the
agents induce a sleep- state without respiratory depres-
emergency department. Am J Emerg Med 1996;14:
sion or loss of reflexes. 351–354.
13. Manuli MA, Davies L: Rectal methohexital for sedation
SUMMARY
of children during imaging procedures. AJR Am J
Safe and adequate administration of sedative and Roentgenol 1993;160:577–580.
analgesic medications can make painful and anxiety- 14. Sacchetti A, Schafermeyer R, Geradi M, et al: Pediatric
provoking situations tolerable. Specifically, conscious analgesia and sedation. Ann Emerg Med 1994;23:237–250.
sedation is a tool available to physicians in the outpa- 15. Gamis AS, Knapp JF, Glenski JA: Nitrous oxide analgesia
tient setting that can improve patient tolerance and in a pediatric emergency department. Ann Emerg Med
acceptability of unpleasant procedures. In all patients 1989;18:177–181.
16. Burton JH, Auble TE, Fuchs SM: Effectiveness of 50%
who require sedation, the importance of a preanesthet-
nitrous oxide/50% oxygen during laceration repair in
ic assessment and proper monitoring cannot be over-
children. Acad Emerg Med 1998;5:112–117.
emphasized. Knowledge of medications and the ability 17. Rumm PD, Takao RT, Fox DJ, Atkinson SW: Efficacy of
to address oversedation and side effects is essential for sedation of children with chloral hydrate. South Med J
safe and effective outpatient procedural sedation. HP 1990;83:1040 –1043.
18. Campbell RL, Ross GA, Campbell JR, Mourino AP:
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