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Critères touchant
l'utilisation d'un cadre de décision clinique pour les patients malades : hypertension et
diabète sucré
H.J. Lapointe, DDS, PhD, FRCD(C)
J.E. Armstrong, DDS, M.Sc., MRCD(C)
B. Larocque, MD, FRCP(C)
SOMMAIRE
Dans cet article, on présente les critères cliniques en vue de déterminer le
degré de gravité de la maladie chez les patients atteints d'hypertension ou de diabète
sucré. Cet article sert de complément à un autre que les auteurs ont déjà publié et
qui s'intitule : Un cadre de décision clinique pour les patients malades : la
cardiopathie ischémique et les maladies pulmonaires obstructives chroniques.1
L'hypertension et le diabète sucré sont expliqués en fonction de la pathophysiologie,
des facteurs de risque, des manifestations cliniques et du progrès de la maladie. Cet
article permet aux praticiens, d'une part, de classifier les patients suivant le stade de
leur hypertension et de leur diabète sucré et, d'autre part, d'appliquer cette
classification au cadre de décision clinique déjà établi pour les patients malades
Mots clés MeSH: decision making; dental care for chronically ill;
diabetes mellitus; hypertension; severity of illness index.
© J Can Dent Assoc 1998; 64:704-9
Cet article a fait l'objet d'une révision par des pairs.
[ Strategic Reserve, Systemic Illness and Loss Of Strategic Reserve | Hypertension | Diabetes Mellitus | Summary]
Strategic Reserve, Systemic Illness and Loss Of Strategic Reserve
Systemic disease may be thought of as an erosion of an organ system's reserve or
ability to respond to internal or external stresses. This diminished adaptive capability
results in an increased potential for system failure and medical emergencies as the
individual is stressed by apprehension or by the physical demands of dental procedures.
From this perspective, it is important to know not only what disease the patient has, but
also what reserve he or she has left. In a previous article discussing ischemic heart
disease and chronic obstructive pulmonary disease, the authors proposed a scale of 1 to 4
to classify the severity of systemic disease. Stages 1 through 4 represent progressively
worsening disease and loss of adaptive capability.1 Hypertension and diabetes mellitus are
two other common conditions that lead to tissue damage and reduced strategic reserve and
lend themselves to similar analysis.
[ Top ]
Hypertension
Definition: Hypertension is an elevation in the blood pressure to a level of
140/90 or greater. A diagnosis is not made on the basis of a single measurement but
requires confirmation on at least two further measurements at separate times. Further, the
reading should be taken after five minutes of rest and using an appropriate cuff and
appropriate technique. The importance of the routine measurement of blood pressure cannot
be overemphasized. Blood pressure measurement in the dental office is an effective
screening tool that alerts patient, dentist and physician to an unsuspected potential
problem.2
Incidence and Risk Factors: Hypertension is an extremely common disorder. In a
relatively recent article describing the 20 most commonly prescribed drugs, 8 of the 20
were drugs that are given for hypertension or its effects on end organ systems.3 Overall,
hypertension affects 20% of white North Americans and 30% of black North Americans 18
years of age or older. As patients age, the prevalence increases, going up to 64% of
people between the ages of 64 and 74.4 In addition to race and increasing age, obesity and
increased salt intake put patients at increased risk of hypertension.5
Pathology: Fewer than 5% of hypertensive patients have hypertension secondary
to an identifiable cause such as renal disease, adrenocortical hyperfunction,
pheochromocytoma or thyrotoxicosis. The remainder have essential hypertension, which has
no identifiable etiology; however, there is recognized to be a failure in the regulation
of vascular resistance. In the long term, hypertension results in arterial damage, which
leads to end organ damage in areas such as the heart, retina, kidneys and brain.2
Clinical Manifestations: In many patients there is no clinical manifestation
of hypertension other than an increase in the measured blood pressure. This increase may
persist for many years before other clinical signs or symptoms occur. Usually, clinical
signs and symptoms of hypertension are an indication of vascular damage in end organs such
as the retina or the heart. Early symptoms include occipital headache, vision changes,
ringing in the ears, dizziness, weakness and tingling of the hands and feet. Progression
of the disease can result in congestive heart failure, stroke, ischemic heart disease
(angina or MI), renal failure or blindness.2 Hypertension is the key risk factor for
atherosclerotic coronary artery disease, accounting for 35% to 45% of annual
cardiovascular morbidity and mortality. The greatest risk of hypertension-associated
coronary complications is concentrated in patients with hypercholesterolemia, impaired
glucose tolerance or left ventricular hypertrophy and in patients who smoke.4
It is the manifestations of end organ damage that are of concern in the dental
management of patients with hypertension. Stroke and myocardial infarction brought on by
the stress of a procedure are two of the potential acute manifestations of hypertension
that we may see in the dental setting.
Disease Classification By Blood Pressure Measurement: Elevation in blood
pressure is categorized from high-normal to severe based on measurement. Both the systolic
and the diastolic readings must be taken into account by the physician making the
diagnosis (Table I).2,6
Table I |
Classification of Severity - Disease
Classification By Blood Pressure Measurement |
|
Disease Classification By Complexity Of Pharmacology: In the
management of hypertension, a staged or stepped approach to pharmacological management is
recommended. As hypertension worsens or proves resistant to therapy, the drugs used to
treat it may be increased in dose, changed or increased in number. Careful analysis of the
patient's list of drugs usually indicates the medical diagnosis, and analysis of changes
in therapy helps to determine the level of severity (Table II).6
Table II |
Disease Classification By Complexity Of
Pharmacology - Hypertension
Class 1 |
non-pharmacologic treatment (weight reduction, salt restriction, moderation
of alcohol consumption, cessation of smoking, exercise) |
Class 2 |
non-pharmacologic treatment plus
single
standard drug therapy (thiazide diuretic, beta blocker, ACE inhibitor or calcium channel
blocker) |
Class 3 |
non-pharmacologic treatment plus
combination
standard drugs or higher doses of initial drugs or both |
Class 4 |
non-pharmacologic treatment plus
combination
standard drugs or higher doses of initial drugs or both plus other antihypertensives (such
as alpha blockers [terazosin], hydralazine, minoxidil, aldomet) |
Examples:
Thiazide
diuretic (potassium losing): hydrochlorothiazide
Potassium-sparing
diuretics: spironolactone, triamterene
Combination
diuretic: diazide (hydrochlorothiazide and triamterene)
Beta
blockers: atenolol, metoprolol, propranolol, timolol
Angiotensin
converting enzyme inhibitors (ACE inhibitors): captopril, enalapril
Calcium
channel blockers (CCBs): nifedipine, verapamil |
Note: Patients whose hypertension is refractory to
treatment at a given level should be classified at the next highest level. |
|
|
When therapy is successful, it is recommended that effort be made to
decrease the number and dose of medications to a minimal maintenance level. Reduction is
most effective in patients who continue to follow non-pharmacologic therapeutic
recommendations, such as regular exercise, weight loss, salt restriction, moderation of
alcohol intake and cessation of smoking.6 In reality, most patients stay on lifelong
therapy to maintain control.4
Level Of Risk and Procedural Complexity: In any clinical situation, the
systemic disease state of the patient must be assessed along with the procedural
complexity and the relative risk of complications. In the case of hypertension, previously
undiagnosed or poorly controlled hypertension should trigger a referral back to the
physician for further assessment and possible initiation or modification of
antihypertensive therapy.
[ Top ]
Diabetes Mellitus
Definition: Diabetes mellitus is a diverse group of disorders that produce
hyperglycemia as a prominent manifestation, ultimately as a function of the inability to
secrete enough insulin to meet metabolic needs. The two most common forms of this disease
are Type I diabetes and Type II diabetes.7
Type I accounts for approximately 25% of patients with
diabetes; its onset is most commonly seen in childhood or young adulthood. It is caused by
immune-mediated destruction of the insulin-producing beta islet cells of the pancreas. The
destruction of these cells leads to almost total loss of production of endogenous insulin.
For patients with Type I diabetes, insulin injection is required to regulate glucose
levels and prevent diabetic ketoacidosis.
Type II accounts for approximately 75% of patients with
diabetes; its onset is usually after age 40. Patients with Type II diabetes produce
insulin; however, there may be inadequate production or resistance to its action. These
patients are not ketosis prone. Type II diabetes may be managed by diet and weight
control, oral hypoglycemics or insulin to regulate glucose levels.7,8
Incidence and Risk Factors: It is estimated that 2% to 4% of North Americans
have diabetes mellitus. Auto-immune reactions, possibly triggered by viral illness (such
as rubella or cytomegalovirus), are causative in the development of Type I diabetes.
Although both Type I and Type II diabetes have genetic components, genetics are a greater
factor in Type II. In addition to genetics, obesity has a poorly understood but important
role in the development of Type II diabetes.9
Pathology: The primary defect in Type I diabetes is immune-mediated
destruction of the insulin-producing pancreatic islet cells. The destruction of these
cells leads to an absolute deficiency of insulin. In contrast, the patient with Type II
diabetes continues to produce insulin in variable amounts. In addition to reduced insulin
(in some cases), the defect in Type II diabetes appears to lie in a reduction in insulin
receptors and reduced post-receptor activity.9 In a patient with either type of untreated
diabetes, the relative lack of insulin results in hyperglycemia combined with an inability
to use glucose. In the patient with Type I diabetes, this combination can lead to
potentially life-threatening diabetic ketoacidosis.
The long-term implication of diabetes is the development of vascular complications
secondary to microangiopathy and accelerated atherosclerosis. These complications usually
start to occur 15 to 20 years after the initial diagnosis.8 The vascular complications
lead to complications in various organ systems, most notably the kidneys, the heart, the
peripheral vascular system and the eyes.7
Clinical Manifestations: The classic triad of polydipsia, polyphagia and
polyuria seen in acute Type I diabetes is secondary to hyperglycemia combined with an
inability to metabolize glucose. This combination leads to the metabolizing of fat stores
and the development of ketoacidosis. It is very uncommon for a diabetic patient to present
in a dentist's office in this condition. The patient at that stage is usually quite ill
and is far more likely to be seen by the family physician or in the emergency room. In
contrast, the dental practitioner frequently has the opportunity to manage the dental
problems of the patient with diagnosed diabetes.9
Disease Classification By Clinical Symptomatology: Even when diabetes is well
controlled, patients present with long-term manifestations of the underlying disease. The
clinical signs and symptoms of the patient with diagnosed diabetes are either due to
problems with control of the underlying diabetes or are associated with other systemic
disease secondary to the microangiopathy and atherosclerosis associated with long-standing
diabetes (Tables III and IV).7
Table III |
Diabetes Disease Classification by
Clinical Symptomatology Associated with Control of Diagnosed Diabetes |
Class
1 |
asymptomatic |
Class
2 |
occasional
mild hypoglycemia* |
Class
3 |
occasional
moderate or severe hypoglycemia* or hyperglycemia |
Class
4 |
frequent
hypoglycemia* or hyperglycemia as a function of brittle diabetes, non- compliance or
concomitant acute illness (e.g., infection) |
*Stages
of hypoglycemia9 |
mild |
hunger, weakness, tachycardia, pallor, sweating, paresthesias |
moderate |
incoherence, uncooperativeness, belligerence, lack of judgement, loss of
orientation |
severe |
unconsciousness, tonic or clonic movements, hypotension, hypothermia,
rapid thready pulse |
|
Table IV |
Diabetes Disease Classification by
Clinical Symptomatology of Systemic Disease Secondary to Diabetes |
Class
1 |
asymptomatic |
Class
2 |
early
vision changes
mild angina
early renal disease,
proteinuria
decreased peripheral
circulation and early neuropathy (sensory, motor or autonomic) |
Class
3 |
established
diabetic retinopathy
moderate angina, history of
remote MI (> 6 months)
established renal disease,
hypertension
established neuropathy and
peripheral vascular disease, pressure ulcers, non-healing wounds |
Class
4 |
blindness
severe angina, history of
recent MI (< 6 months) or stroke, renal failure, dialysis
amputations |
|
Disease Classification By Complexity Of Pharmacology: The
control of hyperglycemia associated with diabetes and the avoidance of hypoglycemia as a
result of medication overdose, inadequate caloric intake or excess exercise require
careful monitoring and balance of therapy. In the patient with Type I diabetes, management
absolutely requires exogenous insulin. In the patient with Type II diabetes, therapy may
range from weight and diet control to individual or combination oral hypoglycemics, with
or without insulin. All of these therapies require careful monitoring of blood glucose
levels to avoid extremes in serum glucose as well as to minimize the long-term systemic
complications of diabetes (Tables V and VI).7,8
Table V |
Type I Diabetes Disease Classification by
Complexity of Pharmacology |
Class 1 |
excellent glycemic control with minimal changes in dosage regimen |
Class 2 |
good
glycemic control with occasional changes in regimen |
Class 3 |
poor
glycemic control with frequent changes in regimen |
Class 4 |
poorly
controlled as a function of brittle diabetes, non-compliance or concomitant illness (e.g.,
infection) |
|
Table VI |
Type II Diabetes Disease Classification by
Complexity of Pharmacology |
Class 1 |
disease control by diet, exercise and weight loss |
Class 2 |
disease
control with single oral hypoglycemic agent* |
Class 3 |
disease
control with oral hypoglycemic agents or insulin or both |
Class 4 |
poorly
controlled as a function of brittle diabetes, non-compliance or concomitant illness (e.g.,
infection) |
*Examples: chlorpropamide, tolbutamide, glyburide,
metformin, phenformin |
|
The dental practitioner must be aware of the potential for acute
problems associated with the underlying disease (hyperglycemia and hypoglycemia) or its
systemic manifestations (ischemic heart disease, peripheral vascular disease, etc.) or
both. In addition, the practitioner must be alert to the fact that dental treatment may
cause disruptions in the patient's balance between caloric intake and insulin or oral
hypoglycemic therapy. This disruption has the potential to lead to an acute hypoglycemic
episode, which can be a life-threatening medical emergency. Precautions such as early
morning appointments and advising the patient to take her or his normal medications and
meals help prevent such complications in the ambulatory setting.9
Procedural Stress: The prevention of systemic complications requires the
maintenance of a careful balance between the stress of the procedure and the patient's
ability to cope with that stress. The ability to maintain this balance is predicated on
careful analysis of the patient's systemic reserve (as suggested on a scale of 1 to 4) as
well as an understanding of the stresses involved in various procedures. As in the
authors' previous publication, a simple classification of procedures is presented for the
purposes of assessing the balance between systemic disease and procedural stress (Table
VII).1 Please note that patient anxiety may increase the stress to the
patient and must be considered as part of the analysis.
Table VII |
Classification of Procedural Stress |
Class 1 |
examinations, radiographs, denture adjustments, etc. |
Class 2 |
scaling/root
planing, simple restorations, uncomplicated extractions or impressions, etc. |
Class 3 |
lengthy
crown and bridge procedures, complex extractions, dental implant placement, etc. |
Class 4 |
difficult
impactions, trauma surgery, etc. |
|
|
Fig. 1: Correlation of medical compromise with
procedural stress: A grid system is used to plot the severity of the patient's medical
problems (horizontal axis) against the anticipated stress of the proposed procedure
(vertical axis). The point at which these two intersect falls within the comfort, caution
or danger zone of the practitioner. |
Determination Of Relative Risk and Treatment Planning: Disease severity and
risk can be correlated using the proposed grid system. Disease severity from 0 to 4 is
plotted on the horizontal axis, and procedural stress from 0 to 4 is plotted on the
vertical axis (Fig. 1). The positions and slopes of the lines that divide
comfort, caution and danger zones vary from clinician to clinician and, for a given
clinician, from situation to situation. These variances depend on:
1. the clinician's training and experience with the proposed procedure;
2. the clinician's familiarity with the systemic disease and its implications;
3. the procedural complexity;
4. the severity of the disease;
5. the facilities and equipment available;
6. the urgency or emergency of the proposed treatment.
Should a given procedure in a given patient exceed the practitioner's comfort or
caution levels, then modification of treatment plan or referral to a physician or
specialist may be warranted.1
[ Top ]
Summary
This article has proposed clinical criteria for the classification, on a
scale of 1 to 4, of loss of systemic reserve for patients with hypertension or diabetes
mellitus. These criteria complement the clinical criteria for ischemic heart disease and
chronic obstructive pulmonary disease proposed in a previous article.1 The criteria allow
practitioners to use a clinical decision-making framework to correlate medical risk to
procedural complexity and express the relative risk in terms of the practitioner's comfort
and caution levels. The framework then enables the practitioner to make more objective
clinical decisions on treatment modification or referral. As with all guidelines of this
nature, individual patients must be assessed on their own individual presentations. The
risks of treatment must be reassessed at each future encounter.
[ Top ]
Dr. Lapointe is associate professor and chair, Division of Oral and
Maxillofacial Surgery and Hospital Dentistry, Faculty of Dentistry, University of Western
Ontario; and chief of dentistry, Department of Dentistry, St. Joseph's Health Centre.
Dr. Armstrong is clinical assistant professor, Division of Oral and
Maxillofacial Surgery and Hospital Dentistry, Faculty of Dentistry, University of Western
Ontario; and chief of dentistry, Department of Dentistry, London Health Sciences Centre.
Dr. Larocque is associate professor, Department of Medicine, St.
Joseph's Health Centre and Faculty of Medicine, University of Western Ontario.
Reprint requests to: Dr. H.J. Lapointe, Division of Oral and
Maxillofacial Surgery, Faculty of Dentistry, University of Western Ontario, London, ON N6A
5C1.
References
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medically compromised patient: ischemic heart disease and chronic obstructive pulmonary
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2. Little JW, Falace DA. Hypertension. In: Dental management of the medically
compromised patient. 4th ed. St Louis: Mosby; 1993. p. 161-74.
3. Desjardins PJ. The top 20 prescription drugs and how they affect your dental
practice. Compend Contin Educ Dent 1992; 13:740-54.
4. Rosamund TL, Fields LE. Hypertension. In: Manual of medical therapeutics. 26th ed.
Toronto: Little, Brown and Company; 1989. p. 72-89.
5. Williams GH. Hypertensive vascular diseases. In: Isselbacher KJ et al., editors.
Harrison's principles of internal medicine. 13th ed. (on CD-ROM) New York: McGraw-Hill;
1996 (Chapter 209, Section 2, Part 7).
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Evaluation and Treatment of High Blood Pressure. Bethesda, MD: U.S. Department of Health
and Human Services; NIH publication No. 98-4080; 1997.
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principles of internal medicine. 13th ed. (on CD-ROM) New York: McGraw-Hill; 1996 (Chapter
337, Section 1, Part 13).
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principles of internal medicine. 13th ed. (on CD-ROM) New York: McGraw-Hill; 1996 (Chapter
337, Section 1, Part 13).
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