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General Medicine
General Medicine for MBBS, written in exam-answer format.
Definition
COPD is a common, preventable and treatable condition characterised by persistent respiratory symptoms and PERSISTENT, PROGRESSIVE AIRFLOW OBSTRUCTION due to airway and/or alveolar abnormalities. Diagnosis requires spirometry: a post-bronchodilator FEV1/FVC < 0.70. Unlike asthma, the obstruction is largely irreversible.
- Chronic bronchitis — a clinical definition: productive cough for ≥ 3 months in ≥ 2 consecutive years
- Emphysema — a pathological definition: permanent enlargement of airspaces distal to the terminal bronchiole with alveolar wall destruction
Aetiology
- CIGARETTE SMOKING — the single most important cause (85–90% in developed settings)
- BIOMASS FUEL SMOKE — of enormous importance in India: wood, dung and crop residue burnt indoors is the leading cause of COPD in rural non-smoking Indian women
- Occupational dusts — coal, silica, cadmium, grain dust; outdoor air pollution (PM2.5)
- Post-tuberculous obstructive airway disease — a major and distinctly Indian contributor
- ALPHA-1 ANTITRYPSIN DEFICIENCY — suspect with emphysema before 45, in a non-smoker, basal (panlobular) distribution, or associated liver disease
- Childhood respiratory infection; abnormal lung development; low birth weight
Pathogenesis
Noxious particles activate macrophages and epithelial cells, releasing IL-8, LTB4 and TNF-alpha, recruiting neutrophils and CD8+ lymphocytes. Two mechanisms follow:
1. PROTEASE–ANTIPROTEASE IMBALANCE — neutrophil elastase destroys elastin, normally opposed by alpha-1 antitrypsin → emphysema
2. OXIDATIVE STRESS — inactivates antiproteases and amplifies inflammation
Structural results: mucus gland hypertrophy (chronic bronchitis); alveolar destruction with loss of elastic recoil and expiratory airway collapse (emphysema, reduced DLCO); and small airway fibrosis producing fixed obstruction.
Clinical Features
- Chronic cough, often the first symptom; sputum (mucoid when stable, purulent in exacerbation)
- PROGRESSIVE EXERTIONAL DYSPNOEA — the main determinant of disability
- Wheeze, chest tightness, fatigue, weight loss in advanced disease
Signs: barrel chest, hyperresonance with loss of cardiac and liver dullness, reduced breath sounds, prolonged expiration, accessory muscle use, pursed-lip breathing, Hoover's sign, and in advanced disease cyanosis, raised JVP and oedema (cor pulmonale).
| Feature | "Blue bloater" (bronchitic) | "Pink puffer" (emphysematous) |
|---|---|---|
| Build | Obese, oedematous | Thin, cachectic |
| Cyanosis | Present | Usually absent |
| PaCO2 | RAISED — CO2 retainer | Normal or low |
| Cor pulmonale | Common, early | Late |
| Sputum | Copious, purulent | Scanty |
| DLCO | Normal | Reduced |
Investigations
- SPIROMETRY — post-bronchodilator FEV1/FVC < 0.70 is diagnostic; severity graded by FEV1 % predicted (GOLD 1 ≥ 80%, 2 = 50–79%, 3 = 30–49%, 4 < 30%)
- Chest X-ray — hyperinflation (> 6 anterior ribs), flattened diaphragms, increased retrosternal air space, narrow heart, bullae; also excludes alternatives
- HRCT — quantifies emphysema, identifies bullae and bronchiectasis
- Arterial blood gas — type I or II respiratory failure, especially when SpO2 < 92%
- CBC — secondary polycythaemia; blood EOSINOPHIL COUNT, which now guides inhaled corticosteroid use
- ECG and echocardiography — P pulmonale, right ventricular hypertrophy, pulmonary hypertension
- Alpha-1 antitrypsin level in the young, non-smokers, or basal emphysema
- Sputum for AFB and CBNAAT where TB is a consideration — essential in India
Assessment combines symptoms (mMRC or CAT score) with exacerbation history, giving groups A, B and E; exacerbation history is the strongest predictor of future exacerbations.
Management
1. Non-pharmacological — where the greatest gains lie
- SMOKING CESSATION — the ONLY intervention proven to slow the accelerated decline in FEV1; beneficial at any age and stage
- Reduce biomass and indoor air pollution exposure — as important as smoking cessation for many Indian patients
- PULMONARY REHABILITATION — improves exercise capacity, dyspnoea and quality of life more than any drug; markedly under-used
- Vaccination — influenza, pneumococcal, COVID-19, RSV
- Nutritional support; treat comorbidity — cardiovascular disease, osteoporosis, depression
2. Pharmacological
- Group A: a bronchodilator. Group B: LABA + LAMA — dual bronchodilation is superior to either alone
- Group E: LABA + LAMA, adding inhaled corticosteroid if the blood eosinophil count is raised (≥ 300 cells/µL) or there is asthma overlap; triple therapy for continued exacerbations
- Inhaled corticosteroids are NOT for everyone — they increase pneumonia and, importantly in India, tuberculosis reactivation
- Roflumilast for chronic bronchitis with FEV1 < 50% and frequent exacerbations; azithromycin prophylaxis in selected frequent exacerbators
- CHECK INHALER TECHNIQUE AND ADHERENCE AT EVERY VISIT — poor technique is very common and the commonest reason for apparent treatment failure
3. LONG-TERM OXYGEN THERAPY — for PaO2 ≤ 55 mmHg (SpO2 ≤ 88%) at rest, or PaO2 56–60 with cor pulmonale, oedema or polycythaemia. Must be used ≥ 15 hours/day. With smoking cessation, one of only two interventions proven to improve SURVIVAL.
4. Surgical — lung volume reduction surgery or endobronchial valves for selected upper-lobe emphysema; bullectomy; transplantation.
Acute Exacerbation
Precipitants: viral and bacterial infection, pollution, non-adherence, pulmonary embolism (actively consider).
- CONTROLLED OXYGEN — target SpO2 88–92% via Venturi mask
- Nebulised salbutamol with ipratropium
- Systemic corticosteroids — short course; prolonged courses add toxicity without benefit
- Antibiotics for purulent or increased-volume sputum, or if ventilation is needed
- NON-INVASIVE VENTILATION (BiPAP) for respiratory acidosis (pH < 7.35 with PaCO2 > 45) — reduces intubation, complications and mortality
- Assess for LTOT and rehabilitation after recovery
In COPD with CO2 retention, target SpO2 88–92% — NOT 94–98%. Uncontrolled high-flow oxygen worsens hypercapnia (mainly through increased V/Q mismatch and the Haldane effect), causing narcosis, acidosis and death. But never withhold oxygen from a hypoxic patient for fear of retention — give controlled oxygen, check a gas, and be ready with non-invasive ventilation.
GOLD group definitions, eosinophil thresholds for ICS, and exacerbation drug doses are revised annually — confirm against the current GOLD report (the book previously cited GOLD 2023; the current edition differs substantially).
Aetiology
TB is caused by *Mycobacterium tuberculosis*, an aerobic, non-motile, acid-fast bacillus with a waxy mycolic acid cell wall and a slow generation time of 12–24 hours — the reason treatment must be prolonged. India carries the world's largest TB burden; it is a notifiable disease, treated free under the National Tuberculosis Elimination Programme (NTEP).
Transmission: airborne droplet nuclei (1–5 µm) from a person with sputum smear-positive pulmonary disease. Risk depends on infectiousness of the source, proximity, duration of contact and ventilation — which is why crowded, poorly ventilated housing drives transmission.
Risk factors: HIV (the strongest — raising lifetime risk from 10% to 10% per YEAR), diabetes mellitus (triples the risk; highly prevalent in India), malnutrition, smoking, alcohol, silicosis, chronic kidney disease, anti-TNF therapy and corticosteroids, malignancy, transplantation, overcrowding and poverty.
Pathogenesis
Primary infection:
1. Inhaled bacilli reach alveoli, usually mid or lower zones (best ventilated), and are ingested by alveolar macrophages
2. The bacillus blocks phagosome–lysosome fusion, allowing intracellular survival — the central immune evasion mechanism
3. Spread to hilar nodes: the subpleural GHON FOCUS plus draining nodes = the GHON (PRIMARY) COMPLEX
4. At 2–8 weeks, cell-mediated immunity develops: CD4+ Th1 cells release IFN-gamma, activating macrophages to form epithelioid and Langhans giant cells — the CASEATING GRANULOMA
5. Outcomes: ~90% contained, healing with fibrosis and calcification (Ranke complex) leaving LATENT TB INFECTION; ~10% progress — immediately (progressive primary TB, in children and the immunosuppressed) or later
Post-primary (reactivation) TB occurs as immunity wanes, and characteristically affects the APICAL AND POSTERIOR SEGMENTS OF THE UPPER LOBES, where oxygen tension is highest for this obligate aerobe. Liquefaction of caseum discharging into a bronchus produces a CAVITY — the hallmark of post-primary disease, containing enormous bacillary loads and making the patient highly infectious.
Clinical Features
Constitutional: low-grade fever with EVENING RISE and night sweats, weight loss and anorexia, fatigue.
Respiratory:
- COUGH FOR MORE THAN 2 WEEKS — the cardinal symptom and the basis of case-finding
- HAEMOPTYSIS — from ulcerated vessels or a Rasmussen aneurysm; TB remains the commonest cause of haemoptysis in India
- Pleuritic chest pain; breathlessness in extensive disease
- Signs may be minimal despite extensive radiological disease — a classic feature; look for post-tussive apical crackles, bronchial breathing, and signs of effusion or fibrosis
In HIV coinfection the presentation is atypical: less cavitation, more lower zone and miliary disease, more lymphadenopathy and extrapulmonary involvement, and frequently smear-negative — a normal-looking film never excludes TB in an HIV-positive patient.
Complications: massive haemoptysis, pneumothorax, pleural effusion and empyema, bronchiectasis and destroyed lung, aspergilloma in a healed cavity, cor pulmonale, laryngeal TB (highly infectious), amyloidosis, and post-TB obstructive airway disease.
Diagnosis
1. Bacteriological confirmation — the priority
- CBNAAT (Xpert MTB/RIF Ultra) — the recommended FIRST test for all presumptive TB in India: detects *M. tuberculosis* and rifampicin resistance within about 2 hours, far more sensitive than smear
- Sputum smear microscopy (ZN or fluorescence) — requires 5,000–10,000 bacilli/mL; sensitivity only 50–60%
- Culture — the gold standard: liquid (MGIT) 10–14 days, solid LJ 4–8 weeks; provides drug susceptibility testing
- Line probe assay for rapid resistance detection
- UNIVERSAL DRUG SUSCEPTIBILITY TESTING is programme policy — every patient should have rifampicin resistance status determined
- Where sputum is unobtainable: induced sputum, gastric aspirate (children), bronchoalveolar lavage
2. Radiology: chest X-ray — upper lobe infiltrates with CAVITATION, fibrosis, volume loss, calcified nodes; MILIARY TB — uniform 1–2 mm "millet seed" nodules; effusion. CT for early disease, "tree-in-bud" nodularity and complications.
3. Tests of INFECTION, not of disease: Mantoux and IGRA detect immune sensitisation — they indicate latent infection and cannot distinguish latent from active disease. Both may be falsely negative in miliary TB, HIV, severe malnutrition and immunosuppression.
4. Supporting: CBC, raised ESR, HIV testing in every patient, blood glucose (bidirectional TB–diabetes screening is national policy), baseline liver and renal function, and pleural fluid ADA where there is an effusion.
Management
- Multiple drugs, adequate dose, adequate duration, taken regularly — fixed-dose combinations by weight band, free under NTEP
- Intensive phase with four drugs (isoniazid, rifampicin, pyrazinamide, ethambutol), then a continuation phase, with adherence support and follow-up sputum examination
- Pyridoxine with isoniazid; nutritional support (India's programme provides direct benefit transfer)
- Monitor for drug-induced hepatitis — the most important adverse effect
- Drug-resistant TB — managed with all-oral regimens built around bedaquiline, linezolid and fluoroquinolones (see the antitubercular therapy answer in Infectious Diseases)
Public health: NOTIFY every case (mandatory for public and private practitioners); contact screening and TB preventive therapy for eligible contacts and people with HIV; airborne infection control; BCG at birth (protects against disseminated and meningeal TB in children); and action on diabetes, undernutrition, smoking and indoor air pollution.
Never treat tuberculosis on a chest X-ray alone, and never add a single drug to a failing regimen. Obtain bacteriological confirmation with CBNAAT and always establish rifampicin resistance status. A patient not improving needs assessment for adherence, malabsorption, an alternative diagnosis, or resistance — with drug susceptibility testing — not the empirical addition of one more drug, which is precisely how MDR-TB is manufactured.
Definition
Asthma is a heterogeneous disease characterised by CHRONIC AIRWAY INFLAMMATION, defined by variable respiratory symptoms — wheeze, breathlessness, chest tightness and cough — that vary over time and in intensity, with VARIABLE EXPIRATORY AIRFLOW LIMITATION. VARIABILITY and REVERSIBILITY are what distinguish it from COPD.
Triggers
CAVES — common triggers of asthma
C = Cold air, exercise, Chemical fumes
A = Allergens — house dust mite, pollen, animal dander, moulds, cockroach
V = Viral infections — the commonest trigger of exacerbations
E = Emotion and stress
S = Smoke — active, passive and biomass
Also DRUGS — aspirin and NSAIDs (Samter's triad: asthma, nasal polyps, aspirin sensitivity), and BETA-BLOCKERS including ophthalmic timolol drops; reflux; occupational sensitisers; obesity.
Pathogenesis — Three Phases
1. Sensitisation: allergen → dendritic cells → Th2 differentiation → IL-4 and IL-13 → IgE binding mast cells
2. Early phase (minutes): allergen cross-links IgE → mast cell degranulation releasing histamine, leukotrienes, prostaglandin D2, PAF → bronchoconstriction, oedema and mucus
3. Late phase (3–12 hours): IL-5-driven EOSINOPHIL recruitment → major basic protein → epithelial damage and airway hyperresponsiveness
4. Remodelling (chronic uncontrolled disease): basement membrane thickening, smooth muscle hypertrophy, goblet cell hyperplasia → partially FIXED obstruction — which is why early control matters
Pathological findings: Curschmann's spirals, Charcot–Leyden crystals, Creola bodies.
Clinical Features
- Episodic wheeze, breathlessness, chest tightness and cough, characteristically worse at night and early morning, and after trigger exposure
- Diurnal variation — a hallmark ("morning dipping")
- Cough-variant asthma — chronic dry cough as the sole symptom; commonly missed
- Between attacks the examination may be entirely normal — a normal examination never excludes asthma
- During an attack: tachypnoea, prolonged expiration with widespread polyphonic wheeze, hyperinflation, accessory muscle use, pulsus paradoxus in severe attacks
Investigations
- SPIROMETRY WITH REVERSIBILITY — the key test: obstructive pattern with FEV1 increase of ≥ 12% AND ≥ 200 mL after bronchodilator
- PEAK FLOW monitoring — diurnal variability > 10% supports the diagnosis; valuable for self-management
- Bronchial provocation testing (methacholine, exercise, mannitol) where spirometry is normal
- FeNO — marker of type 2 airway inflammation; predicts corticosteroid response
- Allergy assessment — skin prick tests, specific IgE, blood eosinophil count
- Chest X-ray — usually normal; excludes alternatives and complications
- Consider ABPA in poorly controlled asthma with fleeting infiltrates and high total IgE
Management — Chronic Asthma
The fundamental principle, and a major change from older teaching: NO ADULT OR ADOLESCENT SHOULD BE TREATED WITH A SHORT-ACTING BETA-AGONIST ALONE. SABA-only treatment relieves symptoms while leaving inflammation untreated, and is associated with increased exacerbations and asthma death. Every patient should receive inhaled corticosteroid-containing therapy.
- Preferred reliever throughout: low-dose ICS–formoterol
- Steps 1–2: as-needed low-dose ICS–formoterol, or daily low-dose ICS
- Step 3: low-dose ICS–LABA maintenance
- Step 4: medium-dose ICS–LABA; add LAMA (tiotropium) or a leukotriene antagonist
- Step 5: high-dose ICS–LABA plus phenotype-specific BIOLOGIC — anti-IgE (omalizumab), anti-IL-5 (mepolizumab, benralizumab), anti-IL-4R (dupilumab), anti-TSLP (tezepelumab); oral steroids as a last resort
Before stepping up, always check: (1) INHALER TECHNIQUE — wrong in a large majority and the commonest cause of apparent failure; (2) ADHERENCE; (3) triggers and comorbidity — rhinitis, reflux, obesity, smoking; (4) whether the diagnosis is right.
Non-pharmacological: trigger avoidance, smoking cessation, weight reduction, treatment of rhinitis, a written personalised action plan with peak flow monitoring, vaccination, and education.
Acute Severe Asthma
| Category | Features |
|---|---|
| Moderate | PEF 50–75%; no features of severe asthma |
| ACUTE SEVERE | PEF 33–50%; RR ≥ 25; HR ≥ 110; cannot complete sentences in one breath |
| LIFE-THREATENING | PEF < 33%; SpO2 < 92%; SILENT CHEST; cyanosis; poor respiratory effort; bradycardia, arrhythmia, hypotension; exhaustion, confusion, coma |
| NEAR-FATAL | RAISED PaCO2 and/or requiring mechanical ventilation |
Management — immediate and simultaneous:
1. High-flow OXYGEN, target SpO2 94–98%
2. Nebulised SALBUTAMOL driven by OXYGEN (not air), back-to-back or continuous in severe attacks
3. Nebulised IPRATROPIUM in severe and life-threatening attacks
4. SYSTEMIC CORTICOSTEROIDS in ALL patients — give early; the effect takes 4–6 hours
5. INTRAVENOUS MAGNESIUM SULPHATE — single dose in severe or life-threatening attacks not responding
6. Intravenous aminophylline — limited benefit, significant toxicity; specialist use only
7. ITU referral for exhaustion, deteriorating gases, altered consciousness or arrest
Blood gas interpretation is critical:
- Early attack: respiratory ALKALOSIS with low PaCO2 — expected
- A "NORMAL" PaCO2 in an acutely breathless asthmatic is an OMINOUS sign of exhaustion
- A RAISED PaCO2 indicates NEAR-FATAL asthma requiring immediate intensive care
Discharge planning — the phase most often neglected: do not discharge until PEF > 75% of best; give oral steroids to complete the course, a written action plan, an inhaler technique check, and follow-up within 48 hours.
A SILENT CHEST in an acute asthmatic is a PRE-TERMINAL sign, not an improvement. Wheeze requires airflow to generate it; when obstruction becomes critical, airflow is insufficient to produce sound. A quiet chest with exhaustion, cyanosis, bradycardia or a rising PaCO2 means imminent respiratory arrest. Never be reassured by the disappearance of wheeze in a deteriorating patient.
Definition and Classification
Pneumonia is acute inflammation of the lung parenchyma distal to the terminal bronchioles, with consolidation of alveolar spaces by inflammatory exudate.
| Type | Definition | Organisms |
|---|---|---|
| Community-acquired (CAP) | Outside hospital, or within 48 h of admission | *S. pneumoniae* (commonest), *H. influenzae*, *Mycoplasma*, *Chlamydophila*, *Legionella*, viruses, *Klebsiella* (alcoholics, diabetics) |
| Hospital-acquired (HAP) | ≥ 48 h after admission | *Pseudomonas*, *Klebsiella*, *Acinetobacter*, *E. coli*, MRSA — high multidrug resistance in Indian hospitals |
| Ventilator-associated (VAP) | ≥ 48 h after intubation | As HAP |
| Aspiration | Aspiration of oropharyngeal/gastric contents | Anaerobes and mixed oral flora |
| Immunocompromised | HIV, transplant, chemotherapy | *Pneumocystis*, CMV, fungi, MYCOBACTERIA — always consider TB in India |
Anatomical patterns: lobar (uniform lobar consolidation — classically pneumococcal), bronchopneumonia (patchy, bilateral, basal), and interstitial (viral, *Pneumocystis*).
Clinical Features
Typical (bacterial): abrupt high fever with RIGORS, productive cough with "RUSTY" SPUTUM in pneumococcal disease, PLEURITIC CHEST PAIN, breathlessness, and HERPES LABIALIS. Signs of CONSOLIDATION: reduced expansion, dull percussion, BRONCHIAL BREATHING, increased vocal resonance and whispering pectoriloquy, coarse crackles, pleural rub.
Atypical: insidious onset with prominent extrapulmonary features, few chest signs, and radiographic changes out of proportion to examination:
| Organism | Distinctive features |
|---|---|
| *Mycoplasma* | Young adults, epidemics every 3–4 years; COLD AGGLUTININS with haemolysis; erythema multiforme and SJS; GUILLAIN–BARRÉ SYNDROME; bullous myringitis |
| *Legionella* | Contaminated water, air conditioning; HYPONATRAEMIA, deranged LFTs, diarrhoea, confusion; urinary antigen |
| *Chlamydophila psittaci* | Bird contact; splenomegaly, Horder's spots |
| *Coxiella burnetii* | Farm animal contact; hepatitis, endocarditis |
In the elderly, presentation is frequently atypical — confusion, falls, decompensation or "off legs", often WITHOUT fever or cough.
Severity — Curb-65
CURB-65 — 1 point each
C = Confusion (new disorientation)
U = Urea > 7 mmol/L (~19 mg/dL)
R = Respiratory rate ≥ 30/min
B = Blood pressure — systolic < 90 or diastolic ≤ 60
65 = Age ≥ 65 years
| Score | Mortality | Management |
|---|---|---|
| 0–1 | < 3% | Outpatient |
| 2 | ~9% | Consider admission |
| 3–5 | 15–40% | Admit; assess for ICU (4–5) |
CRB-65 omits urea for primary care. Scores support but do not replace clinical judgement.
Investigations
- CHEST X-RAY — consolidation with air bronchograms, effusion, cavitation, multilobar involvement. May be normal in early disease and dehydration; radiographic clearing lags clinical recovery by weeks
- CBC (neutrophil leucocytosis; leucopenia indicates severe disease), urea and electrolytes (hyponatraemia in Legionella), LFT, CRP, glucose
- Blood gas or oximetry; lactate in severe disease
- BLOOD CULTURES and SPUTUM culture — before antibiotics in moderate and severe disease
- Urinary antigens — pneumococcal and *Legionella*; respiratory viral PCR
- HIV testing; sputum for AFB and CBNAAT where TB is possible — essential in India
- Pleural aspiration for any significant effusion, to exclude empyema
- CT and bronchoscopy for non-resolving pneumonia or suspected obstruction
Management
1. Antibiotics — the earlier the better. Give the first dose promptly (within 4 hours, and within 1 hour in septic shock) — delay is directly associated with increased mortality. Choice by severity, setting and local resistance:
- Mild CAP: oral amoxicillin (or macrolide/doxycycline if atypical suspected)
- Moderate: amoxicillin with a macrolide, or a respiratory fluoroquinolone
- Severe: intravenous beta-lactam with a macrolide; add MRSA or *Pseudomonas* cover where risk factors exist
- HAP/VAP: broad-spectrum cover strictly guided by local antibiograms — critical in Indian hospitals with carbapenem resistance
- De-escalate on cultures; switch intravenous to oral on improvement; keep courses short (typically 5 days for CAP)
2. Supportive: oxygen (94–98%, or 88–92% in COPD), fluids, analgesia for pleuritic pain, early mobilisation, nutrition, thromboprophylaxis. Non-invasive or invasive ventilation for respiratory failure. Corticosteroids are now recommended in severe CAP on recent trial evidence.
3. Follow-up: repeat chest X-ray at about 6 weeks in smokers, those over 50 and those with persistent symptoms — to confirm resolution and exclude an underlying carcinoma. Frequently omitted, and a recognised cause of delayed cancer diagnosis.
Complications
Parapneumonic effusion and EMPYEMA, lung abscess, respiratory failure, sepsis and shock, ARDS, metastatic infection, atrial fibrillation and myocardial infarction, and non-resolving pneumonia — which must prompt consideration of TB, malignancy with obstruction, resistant organisms, empyema and non-infective mimics.
Prevention
Pneumococcal, influenza and COVID-19 vaccination; smoking cessation; oral and dental hygiene; management of dysphagia and reflux; and for HAP/VAP, head-up positioning, sedation minimisation, subglottic suction and hand hygiene.
A "pneumonia" that fails to resolve is tuberculosis or cancer until proved otherwise — particularly in India. Consolidation persisting beyond 4–6 weeks despite appropriate antibiotics requires sputum for AFB and CBNAAT, CT chest and bronchoscopy. Repeatedly changing antibiotics for a non-resolving infiltrate without pursuing these two diagnoses is a common and costly error.
Definition — Berlin Criteria
All four must be met:
1. TIMING — within 1 week of a known insult or new/worsening symptoms
2. IMAGING — BILATERAL OPACITIES not fully explained by effusion, collapse or nodules
3. ORIGIN OF OEDEMA — NOT fully explained by cardiac failure or fluid overload
4. OXYGENATION — impaired, graded by PaO2/FiO2 with PEEP ≥ 5 cmH2O
| Severity | PaO2/FiO2 | Mortality |
|---|---|---|
| Mild | 200–300 | ~27% |
| Moderate | 100–200 | ~32% |
| Severe | ≤ 100 | ~45% |
Causes
| DIRECT (pulmonary) | INDIRECT (extrapulmonary) |
|---|---|
| Pneumonia (commonest direct) | SEPSIS — the commonest cause overall |
| Aspiration of gastric contents | Severe trauma with shock |
| Pulmonary contusion | Acute pancreatitis |
| Inhalational injury | Massive transfusion / TRALI |
| Near-drowning; fat embolism | Burns; drug overdose; eclampsia |
Pathophysiology — Three Phases
1. EXUDATIVE (days 1–7): injury to the alveolar-capillary membrane → protein-rich non-cardiogenic oedema; neutrophil infiltration; loss of type I pneumocytes with SURFACTANT depletion → atelectasis; HYALINE MEMBRANES (the pathological hallmark)
2. PROLIFERATIVE (7–21 days): type II pneumocyte proliferation and early organisation
3. FIBROTIC (> 3 weeks): collagen deposition, cyst formation, pulmonary hypertension
Physiological consequences: intrapulmonary SHUNT (perfused but unventilated alveoli → hypoxaemia refractory to oxygen — the defining feature), reduced compliance, increased dead space, pulmonary hypertension.
The "BABY LUNG" concept: injury is heterogeneous, with only a small volume of aerated lung remaining. Delivering normal tidal volumes to this small compartment causes overdistension and ventilator-induced lung injury — the entire rationale for lung-protective ventilation.
Clinical Features
- Rapidly progressive dyspnoea and tachypnoea, typically 12–48 hours after the insult
- Refractory hypoxaemia — desaturation that does not correct with high-flow oxygen
- Diffuse bilateral crackles; accessory muscle use; agitation from hypoxia
- No features of cardiac failure — no raised JVP, no gallop, no cardiomegaly
- Features of the underlying cause; most deaths are from the underlying condition and multi-organ failure rather than refractory hypoxaemia
Investigations
- Arterial blood gas — low PaO2/FiO2 ratio
- Chest X-ray — bilateral diffuse alveolar infiltrates ("white-out") without cardiomegaly or upper lobe diversion
- CT chest — heterogeneous gravity-dependent consolidation with anterior sparing
- Echocardiography — to exclude cardiogenic oedema, the key differential
- BNP — helps distinguish cardiogenic oedema (raised) from ARDS
- Identify the cause — cultures, amylase/lipase, toxicology
| Feature | ARDS | Cardiogenic pulmonary oedema |
|---|---|---|
| JVP | Normal or low | Raised |
| Heart | Normal size, no gallop | Cardiomegaly, S3 |
| Chest X-ray | Peripheral patchy bilateral infiltrates; NO Kerley B lines; normal heart | Perihilar "bat-wing", Kerley B lines, upper lobe diversion, cardiomegaly |
| BNP | Lower | Markedly raised |
| Response to diuresis | Limited | Marked improvement |
Management
There is NO specific drug treatment. Management is treating the cause and ventilating without adding injury.
1. TREAT THE UNDERLYING CAUSE — source control and antibiotics for sepsis; this determines survival.
2. LUNG-PROTECTIVE VENTILATION — the only ventilatory strategy proven to reduce mortality
- LOW TIDAL VOLUME — 4–6 mL/kg of PREDICTED body weight (the ARDSNet finding)
- Plateau pressure ≤ 30 cmH2O; driving pressure ≤ 15
- PEEP titrated to recruit alveoli and prevent atelectrauma
- PERMISSIVE HYPERCAPNIA — accept a raised PaCO2 to keep volumes and pressures low
- Target SpO2 88–95% — avoid both hypoxia and hyperoxia
3. Adjuncts with evidence of benefit
- PRONE POSITIONING ≥ 12–16 hours/day — reduces mortality in severe ARDS (P/F < 150); one of the most effective and least expensive interventions available
- Neuromuscular blockade in early severe ARDS in selected patients
- CONSERVATIVE FLUID STRATEGY after resuscitation — shortens ventilation and ICU stay
- Corticosteroids in selected patients, particularly COVID-19 ARDS
- Venovenous ECMO in specialist centres for refractory hypoxaemia
- Inhaled nitric oxide improves oxygenation transiently but does NOT improve survival
4. General ICU care: sedation minimisation, DVT and stress ulcer prophylaxis, early enteral nutrition, VAP prevention, and early mobilisation.
5. Long-term: survivors frequently have persistent exercise limitation, weakness, cognitive impairment, anxiety, depression and PTSD — structured follow-up is needed and rarely provided.
Do NOT ventilate ARDS with "normal" tidal volumes. The aerated lung is a fraction of its normal size — the "baby lung" — and 10 mL/kg delivered to it causes volutrauma, barotrauma and death. Low tidal volume at 4–6 mL/kg of PREDICTED body weight, plateau pressure below 30, and prone positioning in severe disease are what save lives — not any drug. Calculate predicted weight from height; using actual weight in an obese patient systematically over-ventilates them.
Definition
Pulmonary embolism (PE) is obstruction of the pulmonary arterial tree by thrombus, usually from deep vein thrombosis of the lower limbs or pelvis. PE and DVT are manifestations of one disease — venous thromboembolism. It is the most commonly missed life-threatening diagnosis in hospital medicine, because the clinician must think of it to find it.
Risk Factors — Virchow's Triad
| Component | Risk factors |
|---|---|
| STASIS | Immobility, long-haul travel, bed rest, hospitalisation, plaster casts, stroke, obesity, heart failure |
| ENDOTHELIAL INJURY | Surgery (especially orthopaedic), trauma, fracture, central venous catheters, previous DVT |
| HYPERCOAGULABILITY | Malignancy, pregnancy and puerperium, oestrogen (OCP, HRT), inherited thrombophilia (factor V Leiden, prothrombin G20210A, protein C/S and antithrombin deficiency), ANTIPHOSPHOLIPID SYNDROME, nephrotic syndrome, sepsis, COVID-19 |
Pathophysiology
- Respiratory: obstruction creates alveolar dead space; surfactant loss causes atelectasis; V/Q mismatch and shunting → hypoxaemia; hyperventilation → hypocapnia and respiratory alkalosis
- Haemodynamic: raised pulmonary vascular resistance → acute RV pressure overload → RV dilatation → septal shift impairing LV filling → reduced output, hypotension and shock
- Pulmonary infarction occurs in only ~10% because of the dual bronchial blood supply — typically with small peripheral emboli
Clinical Features
- Sudden breathlessness (commonest symptom) and tachypnoea (commonest sign)
- Pleuritic chest pain and haemoptysis — suggest peripheral infarction
- Tachycardia; SYNCOPE or shock indicates MASSIVE PE
- Signs of DVT in only a minority; a normal examination does not exclude PE
- Massive PE: raised JVP, parasternal heave, loud P2, RV gallop
Risk classification: HIGH-RISK (massive) — hypotension or shock; INTERMEDIATE — normotensive with RV dysfunction and/or raised troponin; LOW-RISK — neither.
Diagnostic Approach — Pre-test Probability First
WELLS SCORE: clinical signs of DVT (3.0); PE most likely diagnosis (3.0); HR > 100 (1.5); immobilisation ≥ 3 days or surgery within 4 weeks (1.5); previous VTE (1.5); haemoptysis (1.0); malignancy (1.0). Score ≤ 4 = "PE unlikely"; > 4 = "PE likely".
- PE UNLIKELY → D-DIMER. Negative excludes PE; positive → imaging
- PE LIKELY → PROCEED DIRECTLY TO IMAGING. Do not order a D-dimer
- Age-adjusted D-dimer (age × 10 µg/L over 50) improves specificity in the elderly
Investigations
- D-DIMER — sensitive, not specific; raised in infection, malignancy, pregnancy, trauma, surgery and old age. Useful only to RULE OUT PE in low-probability patients
- CT PULMONARY ANGIOGRAPHY — the investigation of choice; also identifies alternative diagnoses
- V/Q scan — preferred in pregnancy, renal impairment and contrast allergy
- ECG — sinus tachycardia is the commonest finding; also T inversion V1–V4, RBBB, right axis deviation, P pulmonale, and the classic but uncommon "S1 Q3 T3"
- Chest X-ray — usually normal; Hampton's hump and Westermark's sign are rare
- Blood gas — hypoxaemia with hypocapnia and a raised A–a gradient; a normal gas does not exclude PE
- ECHOCARDIOGRAPHY — RV dilatation, septal flattening, McConnell's sign; invaluable at the bedside in the unstable patient who cannot go to CT, and excludes tamponade and dissection
- Compression ultrasound of the legs; troponin and BNP for risk stratification
Management
1. Immediate: oxygen, cautious fluids (excess worsens RV failure), noradrenaline for hypotension.
2. ANTICOAGULATION — the cornerstone
- Start immediately on clinical suspicion in high or intermediate probability, before confirmatory imaging, unless bleeding risk is high
- DOACs (apixaban, rivaroxaban, edoxaban, dabigatran) are first-line for most patients
- LMWH in cancer-associated thrombosis and in pregnancy (throughout — warfarin and DOACs are contraindicated)
- Warfarin where DOACs are unsuitable — severe renal failure, antiphospholipid syndrome with triple positivity, mechanical valves
- Duration: at least 3 months; extended or indefinite for unprovoked PE, recurrence, active cancer or persistent risk factors
3. REPERFUSION — for high-risk (massive) PE
- SYSTEMIC THROMBOLYSIS for haemodynamic instability; contraindications mirror those for stroke thrombolysis
- Catheter-directed thrombolysis or thrombectomy; surgical embolectomy in specialist centres
- In intermediate-risk PE, routine thrombolysis is NOT recommended — monitor closely, with rescue thrombolysis for deterioration
4. IVC filter — only for absolute contraindications to anticoagulation, or recurrence despite adequate anticoagulation.
5. Follow-up: assess for chronic thromboembolic pulmonary hypertension at 3–6 months if dyspnoea persists; thrombophilia testing only in selected patients, and never during the acute event or on anticoagulation; age-appropriate cancer screening in unprovoked VTE.
6. PREVENTION — the most effective strategy: risk-assess every hospitalised patient and provide mechanical and pharmacological thromboprophylaxis; early mobilisation; extended prophylaxis after major orthopaedic surgery.
Do not order a D-dimer in a patient with a HIGH clinical probability of PE. A negative result will not exclude the diagnosis and a positive one adds nothing — you were going to image them anyway. Its only useful role is to rule out PE in LOW-probability patients. Reflexive ordering generates unnecessary CT scans and contrast nephropathy, and — worse — a negative D-dimer in a high-risk patient has been used to falsely reassure and discharge patients who then died.
Definition and Classification
Pneumothorax is air in the pleural space causing lung collapse.
| Type | Definition | Typical patient |
|---|---|---|
| PRIMARY SPONTANEOUS | No underlying lung disease — rupture of apical subpleural blebs | Tall, thin young men, SMOKERS, 20–40 years |
| SECONDARY SPONTANEOUS | With underlying lung disease | COPD (commonest), TB, asthma, cystic fibrosis, lung abscess, *Pneumocystis* pneumonia, ILD, cancer |
| TRAUMATIC | Penetrating or blunt trauma | — |
| IATROGENIC | Central line insertion, pleural aspiration, lung biopsy, barotrauma | — |
| TENSION | One-way valve — air enters but cannot escape | A MEDICAL EMERGENCY |
| CATAMENIAL | Menstruation-related (thoracic endometriosis) | Women of reproductive age |
Clinical Features
- SUDDEN pleuritic chest pain and breathlessness, disproportionately severe in secondary pneumothorax
- Affected side: reduced expansion, HYPERRESONANCE, DIMINISHED OR ABSENT BREATH SOUNDS, reduced vocal fremitus and resonance
- Small pneumothoraces may have no signs
TENSION PNEUMOTHORAX — recognise clinically, treat immediately:
- Severe distress, hypoxia, agitation; TACHYCARDIA AND HYPOTENSION progressing to arrest
- TRACHEAL DEVIATION AWAY from the affected side; distended neck veins
- Rapid deterioration, particularly in a ventilated patient or after a procedure
Hydropneumothorax
Both air and fluid in the pleural space. Causes: ruptured tuberculous cavity (the commonest in India), ruptured lung abscess or empyema (pyopneumothorax), trauma, iatrogenic, bronchopleural fistula, oesophageal rupture, malignancy.
Classic signs:
- SHIFTING DULLNESS — the level of dullness changes with position
- A HORIZONTAL FLUID LEVEL on an ERECT chest X-ray (unlike the meniscus of a simple effusion) — the radiological hallmark
- SUCCUSSION SPLASH; "coin test"; bell tympany
- Dullness at the base with hyperresonance above; amphoric breathing above the fluid
Investigations
- CHEST X-RAY (erect, inspiratory) — a visible visceral pleural line with absent lung markings beyond it; an expiratory film is no longer routinely recommended
- BEWARE: in a supine patient air collects anteriorly and basally — the "deep sulcus sign"; pneumothorax is easily missed on a supine film
- Ultrasound — absent lung sliding, absent comet-tails, and the "lung point" sign; more sensitive than supine radiography
- CT chest — the gold standard; distinguishes bullae from pneumothorax (critical in COPD, where draining a giant bulla is disastrous)
- Investigate the cause — sputum for AFB and CBNAAT, HIV testing
Management
Tension Pneumothorax — Do Not Wait for a Chest X-ray.
IMMEDIATE NEEDLE DECOMPRESSION with a large-bore cannula — traditionally the second intercostal space mid-clavicular line, though the fourth or fifth space in the anterior axillary line is now often preferred as the chest wall is thinner there. Follow immediately with an intercostal drain.
Primary spontaneous: small and asymptomatic → conservative management with observation and high-flow oxygen (which accelerates reabsorption); large or symptomatic → needle aspiration, then chest drain if unsuccessful. Conservative management is increasingly favoured even for larger primary pneumothoraces in stable patients.
Secondary spontaneous: lower threshold — most require a chest drain and admission because of poor reserve.
Chest drain — inserted in the "safe triangle", above the rib, connected to an underwater seal; remove only after full expansion with no air leak for 24 hours.
Definitive management: VATS with bullectomy and PLEURODESIS for a second ipsilateral episode, a first contralateral episode, bilateral pneumothorax, persistent air leak beyond 3–5 days, or high-risk occupations (pilots, divers).
Advice: STOP SMOKING (markedly reduces recurrence), avoid air travel until resolution is confirmed, and NEVER SCUBA DIVE AGAIN after a spontaneous pneumothorax unless definitive surgery has been performed.
Hydropneumothorax: intercostal drainage with pleural fluid analysis (AFB, CBNAAT, ADA, cytology, culture) and treatment of the cause — antitubercular therapy for tuberculous hydropneumothorax, antibiotics and drainage for pyopneumothorax.
Tension pneumothorax is a CLINICAL diagnosis — treat it with a needle before any imaging. Sending a hypotensive, hypoxic patient with a deviated trachea to radiology has killed people. Suspect it particularly in a ventilated patient who suddenly deteriorates with rising airway pressures, and after central line insertion or pleural procedures.
Definition
Dyspnoea is the subjective experience of breathing discomfort. Acute dyspnoea develops over minutes to hours. The immediate task is not diagnosis but identifying the few causes that will kill the patient within minutes.
Causes BY System
| System | Causes |
|---|---|
| RESPIRATORY | Acute asthma; COPD exacerbation; PNEUMOTHORAX (especially TENSION); PULMONARY EMBOLISM; pneumonia; ARDS; upper airway obstruction (foreign body, anaphylaxis, epiglottitis); pleural effusion |
| CARDIAC | ACUTE PULMONARY OEDEMA; acute coronary syndrome; arrhythmia; CARDIAC TAMPONADE; acute valvular emergencies |
| METABOLIC | Metabolic acidosis — DIABETIC KETOACIDOSIS (Kussmaul breathing), renal failure, salicylate poisoning |
| HAEMATOLOGICAL | Severe anaemia; methaemoglobinaemia; carbon monoxide poisoning |
| NEUROMUSCULAR | Guillain–Barré syndrome, myasthenic crisis, organophosphate poisoning, snake envenoming, high cervical cord lesion |
| PSYCHOGENIC | Panic with hyperventilation — a diagnosis of exclusion |
The "killers" to Exclude in the First Minutes
1. Upper airway obstruction / anaphylaxis — stridor, angio-oedema, urticaria
2. Tension pneumothorax — unilateral absent breath sounds, tracheal deviation, hypotension
3. Massive pulmonary embolism — sudden dyspnoea, hypoxia, hypotension, raised JVP with a clear chest
4. Acute pulmonary oedema — orthopnoea, crackles, raised JVP, frothy sputum
5. Cardiac tamponade — raised JVP, muffled sounds, hypotension, pulsus paradoxus
6. Acute severe asthma — silent chest, exhaustion
7. Myocardial infarction — particularly the silent presentation in diabetics and the elderly
Rapid Assessment
Simultaneous assessment and resuscitation — ABCDE, with oxygen, monitoring, access, ECG and oximetry from the outset.
History:
- speed of onset — seconds (pneumothorax, PE, foreign body, arrhythmia)
- minutes to hours (asthma, pulmonary oedema, anaphylaxis)
- days (pneumonia, effusion, anaemia). Associated chest pain, fever, wheeze, orthopnoea and PND, haemoptysis, urticaria. Precipitants — trigger exposure, drugs, sting, trauma, immobility or travel (PE), non-adherence. Past history.
Examination:
- conscious level, ability to speak in sentences, accessory muscle use, cyanosis, stridor (upper airway) versus wheeze (lower airway), urticaria.
- Respiratory rate — the most sensitive and most neglected vital sign
- SpO2, pulse, blood pressure, peak flow if asthma is suspected. Chest: tracheal position, expansion, percussion, breath sounds, added sounds. Cardiovascular: JVP, gallop, murmurs, oedema, calf swelling.
Three bedside findings separate most of the killers in under a minute. (1) The trachea — deviated means tension pneumothorax. (2) The JVP — raised with a clear chest suggests PE, tamponade or RV infarction; raised with crackles suggests left ventricular failure; normal or low suggests asthma, pneumonia, pneumothorax or a metabolic cause. (3) Auscultation — unilateral absent sounds (pneumothorax, effusion, collapse), bilateral wheeze (asthma, COPD, cardiac asthma), bilateral crackles (oedema, pneumonia, ARDS), or a silent chest (life-threatening asthma).
Investigations
Immediate: oximetry, ECG, capillary glucose, arterial blood gas (distinguishing type I from type II failure and identifying metabolic acidosis), and peak flow.
Urgent: chest X-ray, CBC, urea and electrolytes, D-dimer only if the pre-test probability of PE is low, troponin and BNP, cultures where sepsis is suspected.
Directed: bedside ultrasound and echocardiography — increasingly the single most useful investigation in the undifferentiated breathless patient (lung sliding, B-lines, pleural fluid, LV and RV function, IVC, pericardial fluid); CTPA; CT chest.
Management Principles
1. Airway, breathing, circulation — resuscitate before you diagnose
2. Oxygen — target 94–98%, or 88–92% in those at risk of CO2 retention
3. Immediate life-saving interventions:
- intramuscular adrenaline for anaphylaxis
- needle decompression for tension pneumothorax
- nebulised bronchodilators with steroids for asthma and COPD
- nitrates, diuretics and non-invasive ventilation for pulmonary oedema
- anticoagulation for PE
- pericardiocentesis for tamponade
- insulin and fluids for ketoacidosis
4. Non-invasive ventilation for cardiogenic pulmonary oedema and hypercapnic COPD — highly effective and often avoids intubation
5. Intubation for exhaustion, deteriorating gases, or failure of non-invasive support
6. Treat the cause and reassess after every intervention
Never diagnose "hyperventilation" or "anxiety" as the cause of acute dyspnoea until organic causes have been excluded — especially in the young. A young, anxious, tachypnoeic patient may have a pulmonary embolism, pneumothorax, diabetic ketoacidosis, myocarditis or salicylate poisoning. Check the saturation, blood gas and glucose before reaching for a paper bag. Deaths from PE and DKA misattributed to panic attacks are well documented.
Purpose
PFTs objectively measure lung volumes, airflow and gas exchange — to diagnose and classify disease (obstructive versus restrictive), assess severity and progression, evaluate treatment response, and provide pre-operative and disability assessment.
Lung Volumes
| Term | Definition |
|---|---|
| Tidal volume | Volume of a normal quiet breath (~500 mL) |
| RESIDUAL VOLUME (RV) | Volume remaining after maximal expiration — CANNOT be measured by spirometry |
| Vital capacity (VC) | Maximal volume expired after maximal inspiration |
| Functional residual capacity (FRC) | Volume at the end of a normal expiration |
| Total lung capacity (TLC) | VC + RV — requires body plethysmography, helium dilution or nitrogen washout |
Key point: RV, FRC and TLC cannot be measured by spirometry, which measures only what can be exhaled.
Spirometry
Measures FVC, FEV1, the FEV1/FVC ratio, PEF and FEF 25–75% (small airway function, which falls early).
| Pattern | FEV1 | FVC | FEV1/FVC | TLC |
|---|---|---|---|---|
| OBSTRUCTIVE | ↓↓ | Normal or ↓ | ↓ (< 0.70) | Normal or ↑ (air trapping) |
| RESTRICTIVE | ↓ | ↓↓ | Normal or ↑ | ↓↓ |
| Mixed | ↓↓ | ↓↓ | ↓ | ↓ |
OBSTRUCTIVE causes: COPD, asthma, bronchiectasis, cystic fibrosis, bronchiolitis obliterans, upper airway obstruction.
RESTRICTIVE causes:
- Intrapulmonary: ILD and pulmonary fibrosis, sarcoidosis, pneumoconiosis, post-tuberculous fibrosis (important in India), ARDS, pneumonectomy
- Extrapulmonary: pleural — effusion, thickening; chest wall — kyphoscoliosis, ankylosing spondylitis, obesity; neuromuscular — Guillain–Barré syndrome, myasthenia, muscular dystrophy, motor neurone disease, phrenic palsy; ascites, pregnancy
Reversibility
Repeat 15–20 minutes after a bronchodilator. An increase in FEV1 of ≥ 12% AND ≥ 200 mL supports ASTHMA. COPD shows little reversibility and the ratio remains below 0.70 after bronchodilation — the diagnostic criterion.
Flow-volume Loops
| Pattern | Appearance | Causes |
|---|---|---|
| Obstructive | "Scooped out" concave expiratory limb | COPD, asthma |
| Restrictive | Narrow tall loop with preserved shape | ILD, chest wall, neuromuscular |
| FIXED upper airway obstruction | Flattening of BOTH limbs | Tracheal stenosis, goitre, tracheal tumour |
| VARIABLE EXTRAthoracic | Flattening of the INSPIRATORY limb | Vocal cord palsy, laryngeal tumour |
| VARIABLE INTRAthoracic | Flattening of the EXPIRATORY limb | Tracheomalacia, lower tracheal tumour |
Diffusing Capacity (dlco)
Reflects the surface area and thickness of the alveolar-capillary membrane and capillary blood volume.
| DLCO REDUCED | DLCO INCREASED |
|---|---|
| EMPHYSEMA | Alveolar HAEMORRHAGE (Goodpasture's, vasculitis) — the classic cause |
| ILD / pulmonary fibrosis | Polycythaemia |
| Pulmonary vascular disease — PE, pulmonary hypertension | Left-to-right shunt |
| Anaemia (corrected for haemoglobin) | Asthma (mildly); exercise |
Clinically valuable: DLCO distinguishes EMPHYSEMA (reduced) from ASTHMA (normal or raised), and ILD (reduced) from chest wall or neuromuscular restriction (normal). An isolated fall in DLCO with normal spirometry suggests pulmonary vascular disease.
Other Tests
Arterial blood gas; six-minute walk test (functional capacity and exertional desaturation); bronchial provocation for suspected asthma with normal spirometry; MIP/MEP and supine FVC for neuromuscular weakness (a supine fall > 20% indicates diaphragmatic weakness); cardiopulmonary exercise testing.
Practical Points
Results are effort-dependent — proper coaching and three acceptable reproducible manoeuvres are required. Interpret against Indian reference equations — Caucasian-derived predicted values overestimate Indian lung volumes by 10–15% and produce spurious "restriction". Contraindications: recent myocardial infarction, unstable angina, recent pneumothorax, recent eye or abdominal surgery, and haemoptysis of unknown cause.
The FEV1/FVC ratio tells you the PATTERN; the FVC and TLC tell you the SEVERITY; the DLCO tells you WHERE the problem is. Restriction with a low DLCO means parenchymal disease (ILD); restriction with a normal DLCO means extrapulmonary restriction (obesity, pleural, chest wall or neuromuscular). That single measurement redirects the whole investigation.
Definition
Failure of the respiratory system to maintain adequate gas exchange: PaO2 < 60 mmHg and/or PaCO2 > 50 mmHg at sea level on room air.
| Feature | TYPE I (hypoxaemic) | TYPE II (hypercapnic/ventilatory) |
|---|---|---|
| PaO2 | LOW | LOW |
| PaCO2 | Normal or LOW | HIGH |
| Problem | Failure of OXYGENATION — V/Q mismatch, shunt, diffusion defect | Failure of VENTILATION — the "bellows" fail |
| A–a gradient | RAISED | NORMAL in pure hypoventilation |
By time course: ACUTE (low pH, no renal compensation); CHRONIC (near-normal pH with raised bicarbonate); ACUTE-ON-CHRONIC (raised bicarbonate with an acutely low pH). The distinction is made from the pH and bicarbonate and determines management.
Causes
TYPE I — problems within the lung: V/Q mismatch (commonest) — pneumonia, pulmonary oedema, PE, asthma, COPD; shunt — ARDS, consolidation, right-to-left cardiac shunt; diffusion impairment — ILD; reduced inspired oxygen — altitude.
TYPE II — problems with the ventilatory pump:
| Level | Causes |
|---|---|
| Central drive | Opioids, sedatives, brainstem stroke, encephalitis, raised ICP, obesity hypoventilation |
| Cord and nerves | High cervical injury, GUILLAIN–BARRÉ SYNDROME, poliomyelitis, motor neurone disease, phrenic palsy |
| Neuromuscular junction | MYASTHENIA GRAVIS, botulism, ORGANOPHOSPHATE POISONING, snake envenoming |
| Muscle | Muscular dystrophy, severe hypokalaemia and hypophosphataemia, diaphragmatic fatigue |
| Chest wall/pleura | Kyphoscoliosis, flail chest, massive obesity, large effusion, tension pneumothorax |
| Airways | SEVERE COPD (commonest chronic cause), acute severe asthma (a LATE, ominous development), upper airway obstruction |
Clinical Features
Hypoxaemia: dyspnoea, tachypnoea, tachycardia, CENTRAL CYANOSIS (absent in severe anaemia), restlessness, agitation and confusion — often the earliest signs and frequently misread as anxiety; later bradycardia, hypotension, seizures, coma. Chronic: polycythaemia, pulmonary hypertension, cor pulmonale.
Hypercapnia (CO2 narcosis): WARM peripheries with a BOUNDING PULSE, FLAPPING TREMOR (asterixis), morning headache and papilloedema, drowsiness progressing to coma, conjunctival suffusion.
Also: accessory muscle use, intercostal recession, paradoxical abdominal movement (diaphragmatic fatigue — ominous), inability to speak in sentences, exhaustion.
Investigations
- ARTERIAL BLOOD GAS — the definitive test. Interpret systematically: pH → PaCO2 → PaO2 → bicarbonate → A–a gradient
- A–a gradient — normal ≈ (age/4) + 4 on air. A NORMAL gradient with hypoxaemia and hypercapnia indicates pure HYPOVENTILATION (drug overdose, neuromuscular disease); a RAISED gradient indicates intrinsic lung disease. This single calculation localises the problem
- Pulse oximetry — for monitoring; unreliable in poor perfusion and falsely reassuring in carbon monoxide poisoning and methaemoglobinaemia, and gives no information about CO2
- Chest X-ray, CBC, electrolytes, glucose, ECG, and cause-directed tests
- Serial FVC and single-breath count in neuromuscular causes
Management
1. Treat the cause — bronchodilators and steroids, antibiotics, diuretics, naloxone, immunotherapy, drainage.
2. Oxygen
- TYPE I: high-concentration oxygen, target SpO2 94–98%
- TYPE II or at risk of retention: CONTROLLED oxygen via Venturi mask, target 88–92%, with a repeat gas at 30–60 minutes
- Devices: nasal cannulae, simple mask, Venturi (fixed predictable FiO2 — the device of choice where control matters), non-rebreathing reservoir mask, and high-flow nasal oxygen
3. Ventilatory support
- NON-INVASIVE VENTILATION (BiPAP) — the treatment of choice for hypercapnic failure with acidosis (pH < 7.35) in COPD, and CPAP for cardiogenic pulmonary oedema. Reduces intubation, complications and mortality
- INVASIVE VENTILATION — for failure of or contraindication to NIV, coma, inability to protect the airway, haemodynamic instability, exhaustion, or refractory hypoxaemia
- Contraindications to NIV: arrest, unprotected airway, facial trauma, vomiting, severe agitation, undrained pneumothorax, instability
4. Supportive: treat bronchospasm and secretions, correct potassium, magnesium and phosphate (deficiency weakens respiratory muscles), nutrition, thromboprophylaxis, avoid sedatives.
5. Long-term: long-term oxygen therapy; domiciliary NIV for chronic hypercapnia in COPD, obesity hypoventilation and neuromuscular disease; rehabilitation; vaccination.
In neuromuscular respiratory failure — Guillain–Barré syndrome, myasthenic crisis, organophosphate poisoning, snake bite — DO NOT wait for the blood gas or saturation to deteriorate before intubating. These patients maintain normal oxygenation until immediately before they arrest, because the problem is bellows failure, not gas exchange. Monitor the FORCED VITAL CAPACITY serially and intubate electively on a falling trend, weak cough or bulbar weakness.
Definition
Abnormal accumulation of fluid in the pleural space. Normally 5–15 mL lubricates the pleural surfaces. About 500 mL is needed to blunt the costophrenic angle on an erect film, while ultrasound detects as little as 50 mL — which is why ultrasound is now standard.
Clinical Features
- Breathlessness, pleuritic pain (often preceding the effusion and easing as fluid separates the layers), dry cough
- Affected side: reduced expansion, STONY DULL percussion, DIMINISHED OR ABSENT BREATH SOUNDS, reduced vocal fremitus and resonance, and trachea and mediastinum shifted AWAY if large
- Bronchial breathing and egophony at the UPPER LEVEL from compressed lung
- Features of the cause — fever, weight loss and clubbing, orthopnoea and raised JVP, stigmata of liver disease
Light's Criteria
The fluid is an EXUDATE if ANY ONE is met:
1. Pleural : serum PROTEIN ratio > 0.5
2. Pleural : serum LDH ratio > 0.6
3. Pleural LDH > two-thirds of the upper limit of normal serum LDH
Sensitivity for exudates is ~98%, but about 25% of TRANSUDATES are misclassified as exudates — most often heart failure patients on DIURETICS, which concentrate the protein. Then use the serum–pleural ALBUMIN GRADIENT > 1.2 g/dL to identify a transudate.
| TRANSUDATE | EXUDATE |
|---|---|
| Cardiac failure (commonest transudate) | Parapneumonic effusion and EMPYEMA |
| Cirrhosis (hepatic hydrothorax) | TUBERCULOSIS — the commonest exudative effusion in India |
| Nephrotic syndrome; hypoalbuminaemia | MALIGNANCY — lung, breast, lymphoma, mesothelioma |
| Peritoneal dialysis; constrictive pericarditis | Pulmonary embolism |
| Myxoedema; SVC obstruction | Rheumatoid arthritis, SLE; pancreatitis; drugs; Dressler's |
Investigations
- Chest X-ray — blunting of the costophrenic angle, homogeneous opacity with a MENISCUS; massive effusion opacifies the hemithorax with mediastinal shift AWAY (shift towards indicates collapse, not effusion)
- ULTRASOUND — the investigation of choice: detects small effusions, identifies septations and loculation, and should guide every aspiration
- CT with contrast — parenchymal disease, malignancy, pleural thickening and nodularity, "split pleura" sign of empyema
DIAGNOSTIC PLEURAL ASPIRATION — mandatory for any undiagnosed effusion. Send for:
| Test | Interpretation |
|---|---|
| Protein and LDH with paired serum | Light's criteria |
| Appearance | Straw; purulent (empyema); blood-stained (malignancy, PE, TB, trauma); milky (CHYLOTHORAX) |
| Cell count and differential | Neutrophils — parapneumonic, PE; LYMPHOCYTES — TB, malignancy; EOSINOPHILS — air or blood in the pleural space, drugs, parasites |
| Glucose | LOW — EMPYEMA, TB, RHEUMATOID (classically lowest), malignancy |
| pH | < 7.2 in a parapneumonic effusion = COMPLICATED, requiring DRAINAGE |
| Gram stain, culture, AFB, CBNAAT, mycobacterial culture | Infection; TB |
| ADENOSINE DEAMINASE | > 40 U/L strongly suggests TUBERCULOSIS — cheap, high-yield in India |
| CYTOLOGY | Malignancy — ~60% sensitivity on one sample |
| Triglycerides | Chylothorax if > 110 mg/dL; amylase — pancreatitis, oesophageal rupture |
Pleural biopsy — Abrams' or image-guided for suspected TB (culture the biopsy, which raises yield); THORACOSCOPY with direct biopsy is the gold standard for undiagnosed exudates (yield > 90%).
Specific Entities
Tuberculous effusion — the commonest exudative effusion in young Indian adults: unilateral, lymphocytic, high protein, low glucose, raised ADA, and smear-negative with low culture yield. Treat with antitubercular therapy; drain only if large and symptomatic.
Parapneumonic effusion and empyema — simple (sterile, pH > 7.2 — antibiotics alone); complicated (pH < 7.2, glucose < 60 — requires drainage); empyema (frank pus — drainage plus antibiotics, with intrapleural tPA and DNase for loculation and surgical decortication for failure).
CHYLOTHORAX — milky fluid with triglycerides > 110 mg/dL and chylomicrons, from thoracic duct disruption:
- malignancy (lymphoma — commonest), trauma or surgery, tuberculosis and filariasis (relevant in India). Causes loss of protein, fat, fat-soluble vitamins and lymphocytes with malnutrition and immunosuppression.
- Management: treat the cause
- medium-chain triglyceride diet or TPN
- drainage
- octreotide
- thoracic duct ligation or embolisation. Distinguish from pseudochylothorax (chronic tuberculous or rheumatoid effusion — high cholesterol with crystals, low triglycerides).
Management
1. Treat the cause — diuretics, antitubercular therapy, antibiotics, management of malignancy
2. Therapeutic aspiration — remove no more than 1–1.5 litres at a sitting to avoid re-expansion pulmonary oedema
3. Intercostal drain for empyema, complicated parapneumonic effusion, haemothorax and large symptomatic malignant effusions
4. Recurrent malignant effusion: talc pleurodesis or an indwelling pleural catheter (often preferable with limited life expectancy)
5. Surgery — decortication for trapped lung or failed drainage
Send pleural fluid for ADA, CBNAAT and mycobacterial culture in EVERY undiagnosed lymphocytic exudative effusion in India — and do not be reassured by a negative AFB smear. Tuberculous effusion is paucibacillary: the smear is positive in under 5% and culture in only 20–40%. ADA above 40 U/L in a lymphocytic exudate in a young patient is sufficient to start treatment in a high-prevalence setting. Waiting for microbiological proof means weeks of untreated tuberculosis.
Allergic Bronchopulmonary Aspergillosis (abpa)
Definition: a hypersensitivity reaction to airway colonisation by *Aspergillus fumigatus*, occurring almost exclusively in asthma (1–2% of asthmatics) or cystic fibrosis. India has one of the highest reported burdens in the world, and it is a major under-diagnosed cause of "difficult" asthma.
Pathogenesis: *Aspergillus* colonises bronchial mucus without invading tissue, provoking combined type I (IgE) and type III (immune complex) hypersensitivity → eosinophilic inflammation, mucoid impaction, bronchial wall damage and CENTRAL BRONCHIECTASIS, progressing to fibrosis.
Clinical features:
- poorly controlled asthma despite adequate therapy
- recurrent wheeze, fever and weight loss
- expectoration of thick brown or blackish MUCUS PLUGS — highly characteristic
- haemoptysis
- recurrent "pneumonia" with fleeting infiltrates.
Diagnostic criteria (ISHAM): predisposing condition (asthma or CF) plus both obligatory criteria — positive *Aspergillus*-specific IgE and raised TOTAL SERUM IgE (typically > 1000 IU/mL) — plus at least two of: *Aspergillus* precipitins/IgG, compatible radiographic opacities, and eosinophils > 500/µL.
Radiology: fleeting infiltrates; CENTRAL (proximal) BRONCHIECTASIS with normal distal airways — highly characteristic; mucoid impaction with "FINGER-IN-GLOVE" opacities; HIGH-ATTENUATION MUCUS on CT (pathognomonic).
Management:
- ORAL CORTICOSTEROIDS — the mainstay, tapered over months, to control the immunological response and prevent bronchiectasis
- itraconazole or voriconazole to reduce fungal burden and spare steroids
- optimise asthma therapy
- omalizumab in refractory disease.
- Monitor total serum IgE — a fall of 25–50% indicates response and a rise heralds relapse.
Hypersensitivity Pneumonitis
Definition: immune-mediated inflammation of the lung PARENCHYMA and small airways from repeated inhalation of an organic antigen. Despite being allergic, peripheral eosinophilia is characteristically ABSENT — it is a type III and IV reaction with non-caseating granulomas and a lymphocytic alveolitis.
| Disease | Antigen | Source |
|---|---|---|
| Farmer's lung | Thermophilic actinomycetes | Mouldy hay |
| Bird fancier's lung (commonest) | Avian proteins | Pigeon and budgerigar droppings and feathers |
| Bagassosis | Thermophilic actinomycetes | Mouldy sugarcane bagasse — relevant in Indian sugar regions |
| Humidifier/air-conditioner lung | Bacteria, amoebae, fungi | Contaminated water systems |
Clinical forms: ACUTE — 4–8 hours after heavy exposure, with fever, chills, dry cough and dyspnoea, mistaken for pneumonia or influenza, resolving in 24–72 hours if exposure ceases and recurring on re-exposure (the temporal relation to work or hobby is the key). CHRONIC — insidious dyspnoea, cough and weight loss from continuous low-level exposure, progressing to irreversible FIBROSIS.
Investigations:
- HRCT — ground-glass, centrilobular nodules and MOSAIC ATTENUATION with AIR TRAPPING
- chronic disease shows upper and mid-zone fibrosis (a useful contrast with the basal predominance of IPF).
- RESTRICTIVE spirometry with reduced DLCO.
- Serum precipitins indicate exposure, not disease.
- BAL: marked LYMPHOCYTOSIS (often > 50%).
Management:
- ANTIGEN AVOIDANCE IS THE DEFINITIVE TREATMENT — which may mean changing occupation or giving up birds.
- Corticosteroids hasten recovery in acute disease and are used in progressive chronic disease
- immunosuppressants and antifibrotics (nintedanib) for progressive fibrosis.
Tropical Pulmonary Eosinophilia (tpe)
Definition: a hypersensitivity response to microfilariae of *Wuchereria bancrofti* or *Brugia malayi* trapped and destroyed in the lungs — a distinctly Indian and South Asian diagnosis, repeatedly misdiagnosed and treated as asthma or tuberculosis for months or years.
Features: paroxysmal NOCTURNAL cough and wheeze (mirroring microfilarial periodicity), breathlessness, low-grade fever, weight loss.
Diagnostic combination — highly characteristic:
- MARKED EOSINOPHILIA — absolute count > 3000/µL
- VERY HIGH TOTAL IgE (> 1000 IU/mL)
- High antifilarial antibody titres
- ABSENCE of microfilariae in peripheral blood — they are sequestered and destroyed in the lung
- Diffuse bilateral reticulonodular shadowing on chest X-ray
- DRAMATIC RESPONSE TO DIETHYLCARBAMAZINE — both therapeutic and diagnostic
Management: diethylcarbamazine for 3 weeks; relapse in up to 20% may need repeat courses. Untreated, it progresses to interstitial fibrosis.
Other Pulmonary Eosinophilias
- LÖFFLER'S SYNDROME — transient migratory infiltrates with eosinophilia during pulmonary migration of *Ascaris*, hookworm, *Strongyloides*; self-limiting, treated with an anthelmintic
- Drug-induced — nitrofurantoin, sulphonamides, NSAIDs, phenytoin; resolves on withdrawal
- Eosinophilic granulomatosis with polyangiitis (Churg–Strauss) — asthma, eosinophilia and vasculitis; p-ANCA/MPO positive
- Chronic eosinophilic pneumonia — the "photographic negative of pulmonary oedema", responding dramatically to steroids
In an Indian patient with asthma-like symptoms and a very high eosinophil count, think first of ABPA and tropical pulmonary eosinophilia — and they are easily separated. ABPA occurs IN an asthmatic, with *Aspergillus*-specific IgE, central bronchiectasis and brown mucus plugs, and needs STEROIDS. TPE occurs WITHOUT prior asthma, with nocturnal symptoms, antifilarial antibodies, absent microfilariae, and needs DEC. Both are repeatedly treated for years as "difficult asthma" or "sputum-negative tuberculosis".
Definition
Permanent, abnormal, irreversible DILATATION AND DESTRUCTION of the bronchi, from chronic inflammation destroying the elastic and muscular wall components.
The engine is the "VICIOUS CYCLE" (Cole's hypothesis): an insult impairs mucociliary clearance → bacterial colonisation → chronic neutrophilic inflammation with proteases and elastase → further wall damage and dilatation → worse clearance. Breaking this cycle is the aim of all treatment.
Aetiology
Causes of bronchiectasis
POST-INFECTIVE (commonest, especially in India) — PULMONARY TUBERCULOSIS, severe childhood pneumonia, measles and whooping cough, ABPA, non-tuberculous mycobacteria
Bronchial obstruction — foreign body, tumour, node compression ("middle lobe syndrome")
Immunodeficiency — hypogammaglobulinaemia, IgA deficiency, HIV
Congenital — CYSTIC FIBROSIS; PRIMARY CILIARY DYSKINESIA (Kartagener's — BRONCHIECTASIS, SITUS INVERSUS and SINUSITIS, with infertility); alpha-1 antitrypsin deficiency
Aspiration — reflux, recurrent aspiration, toxic gas inhalation
Systemic — RHEUMATOID ARTHRITIS (a strong, often forgotten association), Sjögren's, inflammatory bowel disease, yellow nail syndrome
Idiopathic — up to 40%
Types: cylindrical (commonest, mildest), varicose, and cystic (saccular) — the most severe, classically post-tuberculous.
Clinical Features
- CHRONIC PRODUCTIVE COUGH with COPIOUS PURULENT SPUTUM — often foul-smelling, characteristically worse on waking and on changing posture
- Sputum separates into three layers on standing
- HAEMOPTYSIS in up to 50%; occasionally massive from hypertrophied bronchial arteries
- Recurrent infections, breathlessness, fatigue and weight loss
- Signs: CLUBBING, COARSE LOW-PITCHED INSPIRATORY CRACKLES that do NOT clear with coughing, wheeze, and in advanced disease cor pulmonale
- Colonising organisms: *H. influenzae* (commonest), *S. pneumoniae*, *Moraxella*, and *PSEUDOMONAS AERUGINOSA*, whose isolation marks more severe disease and worse prognosis
Investigations
- HIGH-RESOLUTION CT — the DIAGNOSTIC investigation (gold standard):
- "SIGNET RING SIGN" — internal bronchial diameter exceeds the accompanying artery
- Lack of normal tapering; visible bronchi within 1 cm of the pleura
- "TRAM-TRACK" thickened parallel walls; mucus plugging and "tree-in-bud" nodularity
- DISTRIBUTION is a clue: upper lobe — post-tuberculous, cystic fibrosis, ABPA; lower lobe — post-infective, aspiration, immunodeficiency; central — ABPA; right middle lobe and lingula — non-tuberculous mycobacteria
- Chest X-ray — insensitive; "tram-lines" and ring shadows; often normal in mild disease
- SPUTUM culture (bacterial, mycobacterial with AFB and CBNAAT, fungal) — repeatedly
- Spirometry — usually obstructive
- Investigate the CAUSE: immunoglobulins and IgG subclasses, *Aspergillus* IgE and total IgE, sweat chloride and CFTR testing, nasal nitric oxide and ciliary studies, alpha-1 antitrypsin, rheumatoid serology, HIV, and bronchoscopy where disease is localised
Management
- 1. AIRWAY CLEARANCE — the cornerstone, and the most under-prescribed treatment.
- Daily physiotherapy with postural drainage, active cycle of breathing, positive expiratory pressure and oscillating devices
- nebulised hypertonic saline. This is what breaks the vicious cycle and must be taught properly and done lifelong.
2. Antibiotics
- Exacerbations: a prolonged course (typically 14 days) guided by previous cultures; cover *Pseudomonas* where isolated
- Long-term macrolide (azithromycin) prophylaxis for ≥ 3 exacerbations per year — exclude non-tuberculous mycobacterial infection first, and monitor QT and hearing
- Nebulised antibiotics for chronic *Pseudomonas*; eradication therapy on first isolation
3. Treat the cause — immunoglobulin replacement, steroids and antifungals in ABPA, antitubercular therapy, removal of a foreign body, treatment of reflux.
4. General: smoking cessation, vaccination, pulmonary rehabilitation, bronchodilators where there is obstruction, nutrition. Inhaled corticosteroids are not routinely indicated unless asthma or COPD coexists.
5. Complications
- MASSIVE HAEMOPTYSIS — resuscitate, position the BLEEDING SIDE DOWN, correct coagulopathy, tranexamic acid, and BRONCHIAL ARTERY EMBOLISATION — the treatment of choice
- Surgical resection for localised disease with severe symptoms or recurrent haemoptysis
- Transplantation in advanced disease
In India, bronchiectasis is post-tuberculous until proved otherwise — and any change in symptoms needs sputum for AFB and CBNAAT. Two errors are common: attributing a chronic productive cough to "chronic bronchitis" without ever obtaining an HRCT (the only way to make the diagnosis), and assuming a bronchiectatic patient's deterioration is a bacterial exacerbation when it is reactivated tuberculosis, non-tuberculous mycobacterial infection or ABPA.
Definition
A localised area of suppuration and necrosis within the lung parenchyma producing a cavity containing pus, usually with an air-fluid level. PRIMARY (normal lung, usually aspiration or immunosuppression) or SECONDARY (bronchial obstruction, septic embolism, adjacent spread); acute (< 6 weeks) or chronic.
Aetiology
1. ASPIRATION — by far the commonest mechanism. Risk factors are those causing impaired consciousness or swallowing: alcohol, general anaesthesia, seizures, stroke, head injury, drug overdose, dysphagia, reflux, nasogastric tubes, and POOR DENTAL HYGIENE AND PERIODONTAL DISEASE, which supplies the inoculum. Edentulous patients rarely develop anaerobic lung abscess — a useful pointer.
The SITE follows GRAVITY: supine — POSTERIOR SEGMENT OF THE RIGHT UPPER LOBE and SUPERIOR SEGMENT OF THE RIGHT LOWER LOBE; upright — basal segments. The RIGHT lung is affected more often because the right main bronchus is wider, shorter and more vertical.
2. Other mechanisms:
- bronchial obstruction by carcinoma (always consider malignancy in an older smoker), foreign body or nodes
- haematogenous — septic emboli in right-sided endocarditis and intravenous drug use (multiple bilateral peripheral cavities), Lemierre's syndrome
- direct extension — amoebic liver abscess rupturing into the chest is an important cause in India
- infection of a pre-existing cavity or bulla.
Organisms: ANAEROBES (commonest in aspiration) — usually polymicrobial oral flora; aerobes — *S. aureus* (including MRSA), *Klebsiella* (classically alcoholics and diabetics, with upper lobe cavitation and a "bulging fissure"), *Pseudomonas*, *Nocardia*. In India always consider *M. TUBERCULOSIS*, melioidosis, amoebic abscess and fungi.
Clinical Features
- INSIDIOUS onset over weeks in anaerobic abscess (acute in *Staphylococcus* and *Klebsiella*)
- High swinging fever with rigors, night sweats and marked weight loss
- Cough with COPIOUS FOUL-SMELLING (PUTRID) PURULENT SPUTUM — the foul odour is virtually diagnostic of ANAEROBIC infection
- A sudden large expectoration ("vomica") as the abscess ruptures into a bronchus
- HAEMOPTYSIS; pleuritic pain
- Signs: CLUBBING (may develop within weeks — unusually rapidly), anaemia, poor dentition; localised dullness, bronchial or amphoric breathing, coarse crackles
Investigations
- CHEST X-RAY — a cavity with a thick irregular wall and an AIR-FLUID LEVEL (visible only on an erect film), in the characteristic aspiration segments
- CT CHEST — superior; distinguishes abscess from empyema (abscess: thick irregular wall, acute angle with the pleura, no lung compression; empyema: smooth thin walls, obtuse angle, "split pleura", compressed lung), and identifies underlying obstruction or malignancy
- Sputum — Gram stain and culture, AFB, CBNAAT and mycobacterial culture (essential in India), fungal studies
- Blood cultures; CBC (neutrophil leucocytosis and anaemia), inflammatory markers, blood glucose, HIV testing
- BRONCHOSCOPY — indicated where there is suspected obstruction, atypical location, no response, or in any older smoker — to exclude carcinoma and foreign body
- Echocardiography for suspected septic embolism; amoebic serology and ultrasound where the right lower zone is involved
Differential of a Cavitating Lesion
Infective: lung abscess, TUBERCULOSIS (the commonest cause of a cavity in India), necrotising pneumonia, fungal (aspergilloma), melioidosis, hydatid. Malignant: cavitating squamous cell carcinoma, metastases. Vasculitic: granulomatosis with polyangiitis, rheumatoid nodules. Vascular: infarcted embolus.
Management
1. Prolonged antibiotics — the mainstay; most abscesses resolve medically
- Cover ANAEROBES and streptococci — a beta-lactam with beta-lactamase inhibitor, or clindamycin. Metronidazole must NOT be used alone, as it misses microaerophilic streptococci
- Duration is PROLONGED — typically 4–6 weeks or until radiological resolution; premature discontinuation is the commonest cause of relapse
- Antitubercular therapy if TB is confirmed or strongly suspected
2. Drainage — postural drainage and physiotherapy; percutaneous CT-guided catheter drainage for large abscesses (> 6–8 cm) or failure to respond after 5–7 days; bronchoscopic drainage in selected cases.
3. Surgery — rarely required; for failure of medical therapy, massive haemoptysis, suspected carcinoma, bronchopleural fistula or empyema requiring decortication.
4. Supportive and preventive — nutrition, glycaemic control, treatment of dental and periodontal disease (essential to prevent recurrence), management of dysphagia and reflux, alcohol cessation.
A lung abscess in an older smoker is bronchogenic carcinoma with post-obstructive infection until proved otherwise — bronchoscopy is mandatory. And in India, a cavitating lesion is tuberculosis until proved otherwise; sputum must go for AFB and CBNAAT in every case. Treating a cavity as a simple abscess without excluding these two is a recognised route to a delayed cancer diagnosis or a missed transmissible infection.
Definition
- Expectoration of blood from the respiratory tract below the larynx.
- MASSIVE (life-threatening) haemoptysis — variously > 200–600 mL in 24 hours, or any volume causing haemodynamic instability, airway obstruction or gas exchange impairment.
- The volume matters less than the effect: patients with massive haemoptysis DROWN — they do not exsanguinate, and this determines the entire approach.
HAEMOPTYSIS versus HAEMATEMESIS
| Feature | HAEMOPTYSIS | HAEMATEMESIS |
|---|---|---|
| Preceded by | Coughing | Nausea and vomiting |
| Colour | BRIGHT RED | Dark, "coffee-ground" |
| Consistency | FROTHY, MIXED WITH SPUTUM | With food particles |
| pH | ALKALINE | ACIDIC |
| Past history | Lung disease | Peptic ulcer, liver disease, alcohol |
| Afterwards | Blood-streaked sputum for days | MELAENA |
Also exclude "pseudohaemoptysis" from the nasopharynx, gums or oropharynx — always examine the nose, mouth and throat.
Causes
| Category | Causes |
|---|---|
| INFECTIVE | PULMONARY TUBERCULOSIS — the commonest cause in India (active disease, healed cavity, bronchiectasis, Rasmussen aneurysm); bronchiectasis; lung abscess; necrotising pneumonia; aspergilloma in an old cavity |
| NEOPLASTIC | BRONCHOGENIC CARCINOMA (especially central squamous cell); carcinoid; metastases |
| VASCULAR | PULMONARY EMBOLISM with infarction; MITRAL STENOSIS; acute LV failure (pink frothy sputum); arteriovenous malformation (hereditary haemorrhagic telangiectasia) |
| VASCULITIC | GRANULOMATOSIS WITH POLYANGIITIS; anti-GBM (GOODPASTURE'S) disease; microscopic polyangiitis; SLE — causing DIFFUSE ALVEOLAR HAEMORRHAGE |
| HAEMATOLOGICAL/IATROGENIC | Anticoagulants and thrombolytics, thrombocytopenia, DIC |
| OTHER | Trauma, foreign body, post-bronchoscopy, catamenial, cocaine, idiopathic (up to 20%) |
In India the three commonest causes are TUBERCULOSIS, BRONCHIECTASIS and BRONCHOGENIC CARCINOMA — all three must be actively excluded.
Assessment
History:
- quantify the volume
- duration
- fever, night sweats and weight loss (TB, malignancy)
- chronic purulent sputum (bronchiectasis)
- pleuritic pain and dyspnoea (PE)
- orthopnoea (cardiac)
- smoking
- anticoagulants
- past TB.
Examination:
- haemodynamic status and oxygenation FIRST
- then clubbing, supraclavicular nodes, cachexia
- chest signs (a fixed monophonic wheeze suggests obstruction)
- cardiac signs of mitral stenosis
- nasal and oral examination
- signs of vasculitis (rash, sinusitis, haematuria).
Investigations
- CBC, coagulation profile, grouping and cross-match, renal function and urinalysis (haematuria and casts — pulmonary-renal syndrome)
- Chest X-ray — normal in 20–30%
- CT CHEST / CT ANGIOGRAPHY — the key investigation: identifies bronchiectasis, cavities, masses and aspergilloma, and maps the bronchial arterial supply for embolisation
- SPUTUM for AFB and CBNAAT (mandatory in India), bacterial and fungal culture, and cytology
- BRONCHOSCOPY — localises the bleeding side and allows therapeutic intervention; RIGID bronchoscopy is preferred in massive haemoptysis for suction, airway control and tamponade
- Echocardiography; CTPA for PE; ANCA, anti-GBM and ANA where alveolar haemorrhage is suspected (DLCO is characteristically RAISED in alveolar haemorrhage)
Management
MILD: treat the cause — antitubercular therapy, antibiotics, management of bronchiectasis or malignancy, review of anticoagulation; correct coagulopathy.
MASSIVE HAEMOPTYSIS — an emergency, in this order:
1. AIRWAY, BREATHING, CIRCULATION — high-flow oxygen, two large-bore cannulae, cross-match, correct coagulopathy, stop anticoagulants
2. POSITION THE PATIENT WITH THE BLEEDING SIDE DOWN (lateral decubitus) — the single most important immediate manoeuvre, protecting the healthy lung by gravity
3. PROTECT THE AIRWAY — early intubation with a large-bore tube; selective intubation of the non-bleeding lung or a double-lumen tube if expertise allows
4. TRANEXAMIC ACID — intravenous or nebulised
5. BRONCHOSCOPY — localise and apply local measures: iced saline lavage, topical adrenaline or tranexamic acid, balloon tamponade with a Fogarty catheter, endobronchial blockers
6. BRONCHIAL ARTERY EMBOLISATION — THE DEFINITIVE TREATMENT, controlling bleeding in 80–90%. Over 90% of massive haemoptysis arises from the high-pressure BRONCHIAL (systemic) circulation. Main risk: spinal cord infarction
7. SURGERY — for failure of embolisation or specific lesions (aspergilloma, AVM, trauma); high mortality as an emergency
In massive haemoptysis the patient dies of ASPHYXIATION, not blood loss — the priority is the AIRWAY, and the first action is to position the bleeding side DOWN. Sitting the patient upright, or laying them bleeding-side-up, floods the healthy lung and can kill within minutes. Never send an actively bleeding patient unaccompanied to radiology, and secure the airway before transfer.
Definition
ILD (diffuse parenchymal lung disease) comprises over 200 disorders characterised by inflammation and/or fibrosis of the lung INTERSTITIUM. The functional consequences are consistent: a RESTRICTIVE defect with REDUCED DLCO and exertional hypoxaemia.
Classification
| Category | Examples |
|---|---|
| KNOWN CAUSE | Pneumoconioses — SILICOSIS (stone crushing, quarrying — a major problem in India), ASBESTOSIS, COAL WORKER'S, BERYLLIOSIS; HYPERSENSITIVITY PNEUMONITIS; DRUGS — AMIODARONE, METHOTREXATE, BLEOMYCIN, NITROFURANTOIN; RADIATION |
| CONNECTIVE TISSUE DISEASE | SYSTEMIC SCLEROSIS (commonest), RHEUMATOID ARTHRITIS, myositis (antisynthetase syndrome), SLE, Sjögren's |
| GRANULOMATOUS | SARCOIDOSIS; TUBERCULOSIS |
| IDIOPATHIC INTERSTITIAL PNEUMONIAS | IDIOPATHIC PULMONARY FIBROSIS — the commonest and most severe; NSIP; cryptogenic organising pneumonia; desquamative interstitial pneumonia (smoking-related) |
| OTHERS | Lymphangioleiomyomatosis, Langerhans cell histiocytosis, alveolar proteinosis, lymphangitis carcinomatosa |
Clinical Features
- PROGRESSIVE EXERTIONAL DYSPNOEA — the cardinal symptom, insidious over months to years, often attributed to age and so presenting late
- CHRONIC DRY COUGH — often distressing and refractory
- Signs: FINE END-INSPIRATORY "VELCRO" CRACKLES at the BASES — the classic sign and often the earliest abnormality; CLUBBING in ~50% of IPF and asbestosis, notably ABSENT in sarcoidosis and hypersensitivity pneumonitis; reduced expansion; cyanosis and cor pulmonale in advanced disease
- Extrapulmonary clues: skin thickening and Raynaud's (systemic sclerosis), joint deformity and nodules (rheumatoid), Gottron's papules and heliotrope rash (dermatomyositis), erythema nodosum and lupus pernio (sarcoidosis), sicca symptoms (Sjögren's), mechanic's hands
Investigations
1. HRCT — the central investigation, often diagnostic without biopsy. Pattern and distribution are the key:
| Pattern | Features | Suggests |
|---|---|---|
| UIP | Basal and SUBPLEURAL reticulation with HONEYCOMBING and traction bronchiectasis; minimal ground-glass | IPF (also rheumatoid, asbestosis) |
| NSIP | Ground-glass with fine reticulation, subpleural SPARING | Connective tissue disease, drug-induced |
| Upper zone predominance | Nodules, fibrosis | SARCOIDOSIS, SILICOSIS, TB, chronic HP, ankylosing spondylitis |
| Mosaic attenuation with air trapping, centrilobular nodules | — | HYPERSENSITIVITY PNEUMONITIS |
| Perilymphatic nodules with bilateral hilar lymphadenopathy | — | SARCOIDOSIS |
2. Pulmonary function: RESTRICTIVE — reduced FVC and TLC with normal or raised FEV1/FVC, and REDUCED DLCO (often the earliest change and the best monitor of progression). Six-minute walk with oximetry demonstrates desaturation and is prognostic.
3. Bloods: autoimmune screen — ANA, ENA, rheumatoid factor, anti-CCP, myositis panel, ANCA; serum ACE and calcium; precipitins; eosinophil count; HIV and TB screening.
4. Bronchoscopy with BAL — lymphocytosis (sarcoidosis, HP, drug-induced), neutrophilia (IPF), eosinophilia; excludes infection and malignancy. Transbronchial, cryobiopsy or surgical (VATS) biopsy where uncertain.
5. MULTIDISCIPLINARY DISCUSSION — the current standard of care and the reference standard for diagnosis, bringing together physician, radiologist and pathologist.
6. Echocardiography for pulmonary hypertension.
Idiopathic Pulmonary Fibrosis
A chronic progressive fibrosing interstitial pneumonia of unknown cause, in older adults (> 60), commoner in men and smokers, with a UIP pattern. It carries the worst prognosis of the ILDs — median survival 3–5 years, comparable to many cancers. Acute exacerbations carry very high mortality.
Management
1. Treat the specific cause where one exists
- REMOVE THE ANTIGEN — occupational dusts, birds, mouldy hay; stop the causative drug; STOP SMOKING
- Immunosuppression for inflammatory and connective tissue disease-associated ILD — corticosteroids with mycophenolate, azathioprine, cyclophosphamide or rituximab
- Corticosteroids for sarcoidosis and for organising pneumonia (which responds dramatically)
- Antitubercular therapy for tuberculosis
2. ANTIFIBROTIC THERAPY — for IPF and progressive fibrosing ILD of any cause
PIRFENIDONE and NINTEDANIB slow the rate of FVC decline and are the standard of care in IPF; nintedanib is also approved for progressive fibrosing ILD and systemic sclerosis-associated ILD. They do not reverse fibrosis.
IMPORTANT: corticosteroids and immunosuppression are NOT indicated in IPF — the PANTHER-IPF trial showed prednisolone with azathioprine and N-acetylcysteine increased death and hospitalisation. Distinguishing IPF from inflammatory ILD therefore matters enormously, because the treatments are opposite.
3. Supportive care — central, not optional: long-term oxygen therapy, pulmonary rehabilitation, vaccination, treatment of reflux, management of cough, palliative care and advance care planning (consistently introduced too late), and LUNG TRANSPLANTATION — the only intervention that improves survival in IPF; refer EARLY, at diagnosis in suitable candidates.
The zone affected narrows the differential immediately. UPPER zone fibrosis — "CHARTS": Coal worker's pneumoconiosis, Histiocytosis/Hypersensitivity pneumonitis, Ankylosing spondylitis, Radiation, TB, Sarcoidosis/Silicosis. LOWER zone — "RASIO": Rheumatoid arthritis, Asbestosis, Scleroderma, Idiopathic pulmonary fibrosis, Other drugs. Combine the zone with the presence or absence of clubbing and the extrapulmonary signs, and most cases are classified before any specialist test.
Added Sounds
| Sign | Mechanism | Causes |
|---|---|---|
| WHEEZE (rhonchi) | Musical continuous sound from turbulent flow through NARROWED intrathoracic airways; typically EXPIRATORY | POLYPHONIC and widespread: ASTHMA, COPD, "cardiac asthma". MONOPHONIC and FIXED: LOCALISED OBSTRUCTION — tumour, foreign body, mucus plug — always warrants investigation |
| STRIDOR | Harsh, high-pitched, predominantly INSPIRATORY sound from EXTRATHORACIC UPPER AIRWAY obstruction | Foreign body, epiglottitis, croup, ANAPHYLAXIS, vocal cord palsy, laryngeal tumour, tracheal stenosis, retrosternal goitre. ALWAYS AN EMERGENCY |
| CRACKLES | Discontinuous popping from sudden opening of collapsed airways or air through secretions | FINE, END-INSPIRATORY, "VELCRO", BASAL: FIBROSIS/ILD, pulmonary OEDEMA. COARSE, EARLY-INSPIRATORY, altering with coughing: BRONCHIECTASIS, secretions, pneumonia |
| PLEURAL RUB | Creaking; INSPIRATORY AND EXPIRATORY; disappears on breath-holding | Pleurisy — pneumonia, pulmonary infarction, TB, connective tissue disease, uraemia |
| BRONCHIAL BREATHING | Harsh, with a GAP between inspiration and expiration, expiration ≥ inspiration | CONSOLIDATION (classic); above a pleural effusion; over collapse with a patent bronchus; over a large cavity (amphoric) |
Voice-conducted Signs
All depend on one principle: solid consolidated lung conducts sound BETTER than air-filled lung; fluid and air in the pleural space conduct WORSE.
| Sign | Test | Increased in | Decreased in |
|---|---|---|---|
| VOCAL FREMITUS | Palpate while the patient says "ninety-nine" | Consolidation | Effusion, pneumothorax, collapse with obstructed bronchus, pleural thickening |
| VOCAL RESONANCE | Auscultate while saying "ninety-nine" | Consolidation | As above |
| WHISPERING PECTORILOQUY | Auscultate while the patient WHISPERS — whispered sounds become clearly audible | CONSOLIDATION (most sensitive voice sign); above an effusion | — |
| EGOPHONY ("goat voice") | Patient says "eeee" — heard as a nasal "aaaay" (E-to-A change) | Consolidation, and classically at the UPPER LEVEL of an EFFUSION | — |
Other Signs
- BARREL CHEST — increased anteroposterior diameter, horizontal ribs, increased subcostal angle, from chronic HYPERINFLATION — COPD/emphysema, chronic severe asthma, cystic fibrosis; with hyperresonance and loss of cardiac and hepatic dullness
- TRACHEAL DEVIATION — TOWARDS the lesion: collapse, fibrosis, pneumonectomy (volume loss). AWAY: large effusion, TENSION pneumothorax, large mass. A displaced trachea in a breathless hypotensive patient means tension pneumothorax until proved otherwise
- CLUBBING — respiratory causes: bronchogenic carcinoma, mesothelioma, bronchiectasis, lung abscess, empyema, cystic fibrosis, ILD, asbestosis. NOT caused by uncomplicated COPD or asthma — its presence in a COPD patient demands a search for cancer, bronchiectasis or abscess
- HOOVER'S SIGN — paradoxical inward movement of the lower ribs on inspiration, from a flattened diaphragm
- PULSUS PARADOXUS — inspiratory fall in systolic pressure > 10 mmHg; in respiratory practice indicates acute severe asthma or COPD
- ASTERIXIS — CO2 retention (type II respiratory failure)
- SUCCUSSION SPLASH — HYDROPNEUMOTHORAX
Putting the Signs Together
| Condition | Expansion | Percussion | Breath sounds | Fremitus/resonance | Trachea |
|---|---|---|---|---|---|
| CONSOLIDATION | Reduced | DULL | BRONCHIAL | INCREASED | Central |
| PLEURAL EFFUSION | Reduced | STONY DULL | ABSENT | DECREASED | AWAY (if large) |
| PNEUMOTHORAX | Reduced | HYPERRESONANT | ABSENT | DECREASED | AWAY (tension) |
| COLLAPSE | Reduced | Dull | ABSENT | DECREASED | TOWARDS |
| FIBROSIS | Reduced | Dull or normal | Fine crackles | Increased or normal | TOWARDS (if localised) |
| COPD | Reduced, symmetrical | HYPERRESONANT | Reduced, prolonged expiration, wheeze | Reduced | Central |
Percussion and the trachea together separate the four classic unilateral pathologies in seconds. Dull + trachea AWAY = effusion. Dull + trachea TOWARDS = collapse or fibrosis. Hyperresonant + trachea AWAY = tension pneumothorax. Dull with BRONCHIAL breathing and INCREASED fremitus = consolidation. These four combinations account for the great majority of examination cases and of real emergencies, and they require no equipment at all.
Epidemiology and Aetiology
Lung cancer is the leading cause of cancer death worldwide and rising in India. Survival remains poor because most patients present with advanced disease.
Risk factors:
- SMOKING — responsible for 85–90%, proportional to pack-years; bidi and hookah carry comparable or greater risk; passive smoking is an established cause
- Occupational/environmental: ASBESTOS (MULTIPLICATIVE interaction with smoking), RADON, arsenic, chromium, nickel, silica, diesel exhaust, and INDOOR BIOMASS SMOKE — thought to underlie the substantial proportion of Indian lung cancer in non-smoking women
- Pre-existing lung disease — COPD, pulmonary fibrosis, and healed tuberculous scarring ("scar carcinoma")
- Family history; previous thoracic radiotherapy
Classification
| Type | Proportion | Features |
|---|---|---|
| Adenocarcinoma | ~40% — now commonest, and the commonest type in NON-SMOKERS and women | PERIPHERAL; associated with hypertrophic pulmonary osteoarthropathy; EGFR, ALK, ROS1 targetable driver mutations |
| Squamous cell | ~25–30% | CENTRAL; strongly smoking-related; CAVITATES; HYPERCALCAEMIA via PTHrP; obstruction, haemoptysis, post-obstructive pneumonia |
| Large cell | ~10% | Peripheral, poorly differentiated, aggressive |
| SMALL CELL (15%) | CENTRAL, neuroendocrine origin; almost exclusively in smokers; very rapid doubling with EARLY widespread METASTASIS — usually disseminated at diagnosis; the classic cause of PARANEOPLASTIC SYNDROMES (SIADH, ectopic ACTH, Lambert–Eaton); not treated surgically — chemotherapy and radiotherapy are the mainstay |
Clinical Features
Local: cough — or a CHANGE in the character of a chronic smoker's cough, the finding that should trigger investigation; HAEMOPTYSIS; breathlessness; fixed monophonic wheeze or stridor; chest pain; recurrent or non-resolving pneumonia in the same lobe.
Regional (intrathoracic spread):
- SUPERIOR VENA CAVA OBSTRUCTION — facial and arm swelling, plethora, distended non-pulsatile neck veins, chest wall collaterals, positive Pemberton's sign
- HOARSENESS — left recurrent laryngeal nerve palsy
- Diaphragmatic paralysis — phrenic nerve involvement
- PANCOAST (superior sulcus) TUMOUR — invading the brachial plexus (C8/T1 — shoulder and arm pain with small hand muscle wasting), the sympathetic chain (HORNER'S SYNDROME), and ribs and vertebrae
- Dysphagia; pericardial effusion; pleural effusion
Metastatic: bone (pain, fracture, hypercalcaemia), brain (headache, seizures, focal deficit), liver, adrenals, and supraclavicular nodes — always palpate for them.
Constitutional: weight loss, anorexia, fatigue, cachexia.
PARANEOPLASTIC SYNDROMES: SIADH and ectopic ACTH (small cell); hypercalcaemia via PTHrP (squamous); Lambert–Eaton myasthenic syndrome, cerebellar degeneration and limbic encephalitis (small cell); hypertrophic pulmonary osteoarthropathy and clubbing (adenocarcinoma); dermatomyositis, acanthosis nigricans, migratory thrombophlebitis (Trousseau's). (See the paraneoplastic syndromes answer in Haematology & Oncology.)
Investigations
- Chest X-ray — mass, hilar enlargement, collapse, effusion, cavitation, raised hemidiaphragm. A normal film does NOT exclude lung cancer, particularly for central lesions
- CECT CHEST AND UPPER ABDOMEN (including adrenals), with brain imaging where indicated
- PET-CT — for staging and mediastinal nodal assessment; essential before radical treatment
- TISSUE DIAGNOSIS IS MANDATORY:
- BRONCHOSCOPY with biopsy, brushings and washings — central lesions
- CT-guided percutaneous biopsy — peripheral lesions
- EBUS-TBNA — mediastinal and hilar nodes, giving diagnosis and staging together
- Pleural fluid cytology and pleural biopsy; lymph node biopsy
- MOLECULAR AND IMMUNOHISTOCHEMICAL TESTING IS NOW ESSENTIAL in non-small cell disease: EGFR, ALK, ROS1, BRAF, KRAS G12C, RET, MET and PD-L1 expression — these determine eligibility for targeted and immune therapy, so obtaining adequate tissue is now a primary aim of the biopsy
- Staging: TNM for NSCLC; limited or extensive stage for SCLC
- Fitness assessment: pulmonary function with DLCO, performance status, comorbidity
Management
Non-small Cell:
- Early stage (I–II): SURGICAL RESECTION (lobectomy with nodal dissection) — the only reliably curative treatment, with adjuvant chemotherapy for higher-risk disease; stereotactic radiotherapy (SABR) if unfit for surgery
- Locally advanced (III): concurrent chemoradiotherapy followed by consolidation immunotherapy (durvalumab)
- Advanced (IV): treatment is directed by molecular profile — targetable driver mutation → TYROSINE KINASE INHIBITOR (osimertinib, alectinib), with survival far exceeding chemotherapy; no driver mutation → IMMUNOTHERAPY (pembrolizumab) alone or with chemotherapy, guided by PD-L1
SMALL CELL: chemotherapy (platinum with etoposide) plus immunotherapy; thoracic radiotherapy in limited stage; prophylactic cranial irradiation in selected responders. Surgery has almost no role. Highly chemosensitive initially but relapses, with poor prognosis.
Supportive and palliative care — integral, not an afterthought. Early palliative care improves both quality of life AND survival in advanced lung cancer. Includes analgesia, radiotherapy for bone pain, haemoptysis and SVC obstruction, endobronchial stenting for airway obstruction, pleurodesis or indwelling catheter for malignant effusion, dexamethasone for brain metastases and SVC obstruction, and management of breathlessness with opioids.
PREVENTION: smoking cessation is the single most effective measure; tobacco control policy; reduction of indoor biomass exposure; occupational protection. Low-dose CT screening reduces mortality in high-risk smokers but is not yet a national programme in India.
A change in a chronic smoker's cough, a new monophonic wheeze, or pneumonia recurring in the same lobe is lung cancer until proved otherwise. In India there is a second specific trap: a cavitating lesion or non-resolving infiltrate is frequently treated empirically as tuberculosis for months before malignancy is considered. Pursue both diagnoses in parallel — send sputum for AFB and CBNAAT, and obtain a CT and tissue diagnosis. Empirical antitubercular therapy without bacteriological confirmation in a patient who does not improve is a well-documented cause of fatal delay.
Definition
Infective endocarditis (IE) is microbial infection of the endocardial surface of the heart, most often involving the valves, characterised by the vegetation — a mass of platelets, fibrin, micro-organisms and inflammatory cells. Despite modern therapy it carries a mortality of 15–30%.
Pathogenesis
1. Endothelial injury — from turbulent flow across an abnormal valve, a jet lesion, a catheter or intravenous drug use — exposes subendothelial collagen.
2. Sterile platelet-fibrin thrombus forms (non-bacterial thrombotic endocarditis).
3. Transient bacteraemia — from dental procedures, chewing, tooth-brushing, skin or gut sources — seeds the thrombus.
4. Adherent organisms proliferate within the vegetation, protected from phagocytes and from antibiotic penetration by the fibrin matrix — which is why prolonged, high-dose, bactericidal, parenteral therapy is required.
Predisposing Cardiac Conditions
- Rheumatic heart disease — still the commonest predisposing lesion in India, particularly mitral regurgitation and aortic valve disease
- Congenital heart disease — bicuspid aortic valve, VSD, patent ductus arteriosus, tetralogy of Fallot
- Prosthetic valves — early (< 1 year, usually staphylococcal, acquired perioperatively) and late
- Mitral valve prolapse with regurgitation; degenerative calcific valve disease in the elderly
- Previous endocarditis — the strongest single risk factor
- Intravenous drug use — characteristically causing right-sided (tricuspid) endocarditis
- Intracardiac devices; haemodialysis; immunosuppression
Microbiology
| Organism | Setting |
|---|---|
| *Staphylococcus aureus* | The commonest overall in most modern series; acute, aggressive, destructive; intravenous drug use, healthcare-associated, prosthetic valves |
| Viridans streptococci (*S. sanguinis*, *S. mitis*) | Subacute disease on abnormal native valves; oral/dental source; still very important in India |
| *Enterococcus faecalis* | Elderly, genitourinary or gastrointestinal procedures |
| *Streptococcus gallolyticus* (bovis) | Strongly associated with COLONIC CARCINOMA — colonoscopy is mandatory |
| Coagulase-negative staphylococci | Prosthetic valve endocarditis, especially early |
| HACEK group (*Haemophilus*, *Aggregatibacter*, *Cardiobacterium*, *Eikenella*, *Kingella*) | Fastidious Gram-negatives; culture-negative endocarditis; require prolonged incubation |
| Culture-negative (up to 10%) | PRIOR ANTIBIOTICS (the commonest cause), *Coxiella burnetii* (Q fever), *Bartonella*, *Brucella*, *Chlamydia*, fungi |
Clinical Features
Constitutional: fever with chills and sweats (present in over 90%), malaise, anorexia, weight loss, arthralgia — an illness that may be indolent over weeks (subacute) or fulminant over days (acute).
Cardiac:
- New or changing murmur — a regurgitant murmur; the change matters more than the murmur itself
- Heart failure — from acute valve destruction, and the commonest indication for surgery
- Conduction abnormalities from a root abscess (a lengthening PR interval is a warning sign)
Peripheral stigmata (immune complex and embolic — classical, though now less often seen):
| Sign | Nature | Description |
|---|---|---|
| Osler's nodes | Immune complex | Painful, tender nodules on finger and toe pulps ("Osler = Ouch") |
| Janeway lesions | Embolic (septic) | Painless, non-tender erythematous macules on palms and soles |
| Roth spots | Immune | Retinal haemorrhages with pale centres |
| Splinter haemorrhages | Embolic/immune | Linear subungual haemorrhages |
| Clubbing | Chronic | Subacute disease of long duration |
| Splenomegaly | Immune | Common in subacute disease |
| Petechiae | Vasculitic | Conjunctivae, palate, skin |
Embolic and immune complications:
- Systemic emboli — stroke (the commonest and most feared), splenic and renal infarcts, mesenteric and limb ischaemia; mycotic aneurysm with risk of rupture
- Right-sided endocarditis — septic pulmonary emboli with multiple cavitating lung lesions; murmurs are often absent, so a normal cardiac examination in an intravenous drug user must not reassure
- Renal — immune complex glomerulonephritis (with low complement), renal infarction, drug-induced interstitial nephritis
Investigations
1. BLOOD CULTURES — the single most important investigation
- At least THREE SETS from separate venepuncture sites, at intervals, BEFORE antibiotics, with adequate volume in each bottle.
- Do not wait for a fever spike — the bacteraemia in endocarditis is continuous.
- If the patient has already received antibiotics and is stable, stopping them and reculturing after a few days may be justified.
- For culture-negative cases: serology for *Coxiella*, *Bartonella* and *Brucella*, and PCR on valve tissue.
Echocardiography
- Transthoracic (TTE) first — sensitivity around 60–70% for native valves.
- Transoesophageal (TOE) — far more sensitive (> 90%), and mandatory for prosthetic valves, suspected abscess, and when TTE is negative but suspicion remains high.
- Findings: vegetation, abscess, new dehiscence of a prosthetic valve, new valvular regurgitation.
3. Supporting: CBC (normocytic anaemia, leucocytosis), raised ESR and CRP, urinalysis (microscopic haematuria and proteinuria — an important and easily obtained clue), renal function, rheumatoid factor (positive in subacute disease), complement, ECG (a new conduction defect suggests root abscess), chest X-ray, and CT/MRI brain and abdomen for emboli and mycotic aneurysms. PET-CT is increasingly used for prosthetic valve and device infection.
Diagnosis — Modified Duke Criteria
Definite endocarditis: 2 major, or 1 major + 3 minor, or 5 minor criteria.
| MAJOR criteria | MINOR criteria |
|---|---|
| 1. Positive blood cultures — typical organism from 2 separate cultures, or persistently positive cultures, or a single positive culture for *Coxiella burnetii* | 1. Predisposition — heart condition or intravenous drug use |
| 2. Evidence of endocardial involvement — echocardiographic evidence (vegetation, abscess, new prosthetic dehiscence) or new valvular regurgitation | 2. Fever > 38 °C |
| 3. Vascular phenomena — arterial emboli, septic pulmonary infarcts, mycotic aneurysm, intracranial or conjunctival haemorrhage, Janeway lesions | |
| 4. Immunological phenomena — glomerulonephritis, Osler's nodes, Roth spots, rheumatoid factor | |
| 5. Microbiological evidence not meeting a major criterion |
Management
1. Antimicrobial therapy
- Prolonged high-dose intravenous BACTERICIDAL antibiotics, typically for 4–6 weeks (longer for prosthetic valves), guided by the organism and its minimum inhibitory concentration.
- Empirical therapy while awaiting cultures is directed by the clinical setting — native versus prosthetic valve, community versus healthcare-associated, and local resistance patterns; it must cover staphylococci, streptococci and enterococci.
- Combination therapy with an aminoglycoside is used in defined situations (enterococcal disease, some prosthetic valve infections), with monitoring of levels and renal function.
- Involve microbiology and cardiology early — endocarditis is best managed by a multidisciplinary "endocarditis team".
2. Surgery — indications (and roughly half of patients require it)
- HEART FAILURE from valve destruction — the commonest and most urgent indication
- Uncontrolled infection — persistent fever and positive cultures despite appropriate antibiotics; perivalvular abscess, fistula or new conduction block
- Prevention of embolism — large vegetation (> 10 mm) with a previous embolic event, or very large vegetation (> 15 mm)
- Prosthetic valve endocarditis, especially early; fungal endocarditis (which almost always requires surgery)
- Do not delay surgery for a fixed duration of antibiotics where an indication exists — early surgery improves outcome.
3. Supportive and complication management
Heart failure treatment, anticoagulation decisions (generally continue in prosthetic valves but withhold with cerebral haemorrhage or large infarct), management of embolic complications, treatment of the source (dental review and treatment is essential), and colonoscopy for *S. gallolyticus*.
4. Prophylaxis — much narrower than it once was
Antibiotic prophylaxis is now recommended only for the HIGHEST-RISK patients (previous infective endocarditis, prosthetic valve or prosthetic material used in valve repair, and specified congenital heart disease), and only for dental procedures involving manipulation of gingival tissue or the periapical region or perforation of the oral mucosa. Excellent oral and dental hygiene for all at-risk patients matters more than procedural prophylaxis, since cumulative day-to-day bacteraemia from chewing and brushing far exceeds that from occasional dental visits.
Take three sets of blood cultures BEFORE starting antibiotics in any patient with fever and a murmur, or fever of unknown origin with a predisposing cardiac lesion. A single dose of antibiotic given "to cover" the patient can render cultures negative for days and leaves you treating blind for six weeks. Culture-negative endocarditis is most often antibiotic-negative endocarditis — and it is entirely iatrogenic.
Definition and Classification
Acute coronary syndrome (ACS) is the spectrum of conditions caused by acute myocardial ischaemia, usually from rupture or erosion of an atherosclerotic plaque with superimposed thrombosis.
| Type | ECG | Troponin | Pathology |
|---|---|---|---|
| Unstable angina | ST depression, T inversion, or normal | NORMAL | Partial occlusion without myocardial necrosis |
| NSTEMI | ST depression, T inversion, or normal | RAISED | Partial or intermittent occlusion with subendocardial necrosis |
| STEMI | ST ELEVATION or new LBBB | RAISED | Complete occlusion with transmural necrosis |
Unstable angina and NSTEMI together are termed NSTE-ACS, and are managed along a common pathway; STEMI is a separate emergency pathway centred on immediate reperfusion.
Pathogenesis
Atherosclerotic plaques with a large lipid core and a thin fibrous cap are vulnerable to rupture. Plaque rupture or erosion exposes thrombogenic material, triggering platelet adhesion, activation and aggregation, and activation of the coagulation cascade, producing thrombus. Vasoconstriction from released mediators worsens the obstruction.
Importantly, the culprit lesion is often NOT the most severe stenosis — a moderate but unstable plaque is more dangerous than a tight but stable one, which is why angiographic severity alone does not predict infarction.
Risk factors: non-modifiable — age, male sex, family history, South Asian ethnicity (which confers earlier and more severe disease); modifiable — smoking, hypertension, diabetes, dyslipidaemia, obesity, physical inactivity, stress, and diet.
Clinical Features
- Chest pain — retrosternal, crushing, heavy or constricting, radiating to the left arm, both arms, jaw, neck or interscapular region; lasting more than 20 minutes, unrelieved by rest or nitrates.
- Autonomic features — sweating (diaphoresis), nausea and vomiting; anxiety and a sense of impending doom.
- Breathlessness, palpitations, syncope.
- Examination is often unremarkable, which surprises students: look for pallor, sweating, tachycardia or bradycardia, hypotension, a fourth heart sound, a new murmur (mitral regurgitation from papillary muscle dysfunction — a serious sign), and signs of heart failure (Killip classification).
ATYPICAL AND SILENT PRESENTATIONS — critically important:
- Diabetics (autonomic neuropathy), the elderly, and women frequently present without chest pain — instead with breathlessness, fatigue, confusion, syncope, epigastric pain, vomiting or simply "not feeling well".
- Up to a third of infarcts are clinically silent and detected later on ECG.
- In India, inferior wall infarction presenting as epigastric pain and vomiting is commonly misdiagnosed as gastritis or food poisoning — an error that kills.
Investigations
1. ECG — within 10 minutes of first medical contact, and repeated
| Territory | Leads | Artery |
|---|---|---|
| Anterior / anteroseptal | V1–V4 | Left anterior descending |
| Lateral | I, aVL, V5, V6 | Circumflex |
| Inferior | II, III, aVF | Right coronary (80%) or circumflex |
| Posterior | Tall R and ST DEPRESSION in V1–V3 (reciprocal); confirm with posterior leads V7–V9 | Circumflex / RCA |
| Right ventricular | ST elevation in V4R — must be sought in every inferior STEMI | Proximal RCA |
Evolution in STEMI: hyperacute T waves → ST elevation → pathological Q waves → T wave inversion → ST normalisation with persistent Q waves.
A serial ECG is essential — a single normal ECG never excludes ACS.
2. Cardiac biomarkers
- High-sensitivity cardiac troponin I or T — the biomarker of choice. Rises within 3–4 hours (detectable earlier with high-sensitivity assays), peaks at 24–48 hours, and remains elevated for up to 10–14 days.
- A rising and/or falling pattern on serial testing establishes acute myocardial injury — a single raised value does not.
- Troponin is raised in many non-ACS conditions — pulmonary embolism, sepsis, heart failure, myocarditis, renal failure, tachyarrhythmia, stroke — so it must be interpreted with the clinical picture and ECG.
- CK-MB — less specific; useful for detecting re-infarction because it normalises sooner.
3. Others: CBC, renal function and electrolytes, glucose and HbA1c, lipid profile (within 24 hours), coagulation profile, chest X-ray (heart failure, and to exclude aortic dissection and other causes of chest pain), and echocardiography for regional wall motion abnormality, ejection fraction and mechanical complications.
Management
IMMEDIATE MEASURES FOR ALL — "MONA" is a memory aid, but the order is wrong: antiplatelets come first
- Aspirin (chewed, loading dose) immediately — the single most cost-effective intervention.
- Second antiplatelet (P2Y12 inhibitor — ticagrelor, prasugrel or clopidogrel) as loading dose.
- Anticoagulation — low-molecular-weight heparin, unfractionated heparin or fondaparinux.
- Nitrates — sublingual then intravenous for ongoing pain. Contraindicated in right ventricular infarction, hypotension, and after phosphodiesterase-5 inhibitors (sildenafil).
- Oxygen ONLY if SpO2 < 90% — routine oxygen in the non-hypoxic patient is harmful, increasing infarct size through coronary vasoconstriction. This is a change from older teaching and is frequently examined.
- Morphine for pain not relieved by nitrates (with an antiemetic); note it delays antiplatelet absorption.
- Beta-blocker early unless contraindicated (heart failure, hypotension, bradycardia, heart block, asthma, cocaine use).
- High-intensity statin for all, started immediately regardless of cholesterol level.
- Continuous cardiac monitoring and defibrillator availability — ventricular fibrillation is commonest in the first hour.
Stemi — Reperfusion Is the Priority: "time Is Myocardium"
- PRIMARY PERCUTANEOUS CORONARY INTERVENTION (PCI) is the preferred strategy if it can be delivered within the recommended time from first medical contact.
- FIBRINOLYSIS (thrombolysis) where timely PCI is unavailable — a critical consideration across much of India. Agents: streptokinase, alteplase, tenecteplase. Give as early as possible; benefit is greatest within the first 2–3 hours and declines sharply thereafter.
- Absolute contraindications to thrombolysis: previous intracranial haemorrhage, ischaemic stroke within 6 months, known cerebral vascular malformation or malignancy, active bleeding, suspected aortic dissection, recent major trauma, surgery or head injury (within 3 weeks), and known bleeding disorder.
- Assess reperfusion at 60–90 minutes — resolution of ST elevation by more than 50%, relief of pain, and reperfusion arrhythmias. Failed thrombolysis requires rescue PCI.
- Pharmaco-invasive strategy — routine angiography 3–24 hours after successful thrombolysis — is the standard where primary PCI is not available, and is well suited to Indian hub-and-spoke networks.
Nste-acs — Risk Stratify, Then Revascularise
- Use the GRACE or TIMI score to determine risk and the timing of invasive management.
- Very high risk (haemodynamic instability, refractory angina, life-threatening arrhythmia, mechanical complication) — immediate angiography.
- High risk (rising troponin, dynamic ST/T changes, GRACE > 140) — early invasive strategy within 24 hours.
- Low risk — non-invasive testing and a selective invasive approach.
- FIBRINOLYSIS IS CONTRAINDICATED IN NSTE-ACS — it increases mortality. This is a classic examination point and a real clinical error.
Secondary prevention — begun before discharge, and lifelong
Secondary prevention after ACS — "ABCDE"
A = Antiplatelets (aspirin lifelong + P2Y12 inhibitor for 12 months) and ACE inhibitor
B = Beta-blocker and Blood pressure control
C = Cholesterol — high-intensity statin, with ezetimibe or a PCSK9 inhibitor if targets are not met; Cigarette cessation
D = Diet and Diabetes control (with SGLT2 inhibitors and GLP-1 agonists where indicated)
E = Exercise — supervised cardiac rehabilitation, which reduces mortality and is markedly under-used in India
Add a mineralocorticoid antagonist for LV dysfunction with heart failure or diabetes, and assess for ICD if the ejection fraction remains low after optimal therapy.
Complications
- Arrhythmias — ventricular fibrillation (the commonest cause of pre-hospital death), VT, AF, heart block (especially with inferior infarction)
- Heart failure and cardiogenic shock
- Mechanical (typically days 3–7): papillary muscle rupture with acute mitral regurgitation, ventricular septal rupture, free wall rupture with tamponade — all present with sudden deterioration and a new murmur or shock, and require urgent echocardiography and surgery
- Pericarditis — early, and Dressler's syndrome (autoimmune, at 2–6 weeks)
- Left ventricular aneurysm (persistent ST elevation, heart failure, arrhythmia, mural thrombus) and systemic embolism
- Depression and anxiety — common, under-recognised, and affecting adherence
In inferior STEMI, always record right-sided leads (V4R) to detect right ventricular infarction. These patients are preload-dependent, and nitrates, morphine and diuretics can precipitate catastrophic hypotension. The treatment is the opposite of what instinct suggests — fluid loading, not diuresis. Suspect it with the triad of hypotension, raised JVP and clear lung fields in a patient with inferior infarction.
Definition
Heart failure is a clinical syndrome in which structural or functional cardiac abnormality causes reduced cardiac output and/or elevated intracardiac pressures at rest or during stress, producing the characteristic symptoms (breathlessness, fatigue, ankle swelling) and signs (raised JVP, pulmonary crackles, peripheral oedema).
Classification BY Ejection Fraction
| Type | LV ejection fraction | Comment |
|---|---|---|
| HFrEF — reduced | ≤ 40% | Systolic failure; the best-studied, with the strongest evidence base |
| HFmrEF — mildly reduced | 41–49% | Intermediate; treated broadly as HFrEF |
| HFpEF — preserved | ≥ 50% with structural or functional abnormality and raised natriuretic peptides | Diastolic failure — impaired relaxation and filling; commoner in elderly women, hypertensives, diabetics and the obese; treatment options are far more limited |
Other classifications: acute versus chronic; left versus right sided; high output (anaemia, thyrotoxicosis, beriberi, arteriovenous fistula, Paget's disease, pregnancy) versus low output.
Aetiology
- Coronary artery disease — the commonest cause worldwide
- Hypertension — the commonest cause of HFpEF
- Valvular heart disease — RHEUMATIC HEART DISEASE remains a major cause in India
- Cardiomyopathies — dilated, hypertrophic, restrictive; peripartum cardiomyopathy
- Myocarditis — viral, diphtheritic, Chagas disease
- Arrhythmias — persistent tachycardia causing tachycardia-mediated cardiomyopathy; atrial fibrillation
- Toxins — alcohol, anthracyclines, trastuzumab, cocaine
- Nutritional — thiamine deficiency (wet beriberi), selenium deficiency
- Endocrine — thyrotoxicosis, hypothyroidism, acromegaly, phaeochromocytoma, diabetes
- Infiltrative — amyloidosis, sarcoidosis, haemochromatosis
- Congenital heart disease; pericardial disease; cor pulmonale
Precipitants of decompensation — the "FAILURE" list: Forgotten medication (non-adherence — the commonest), Arrhythmia and Anaemia, Ischaemia and Infection, Lifestyle (salt and fluid excess, alcohol), Upregulation (thyrotoxicosis, pregnancy), Renal failure, Embolism (pulmonary) and Endocarditis. Also drugs — NSAIDs, calcium channel blockers (verapamil, diltiazem), pioglitazone, steroids.
Clinical Features
| LEFT heart failure (pulmonary congestion) | RIGHT heart failure (systemic congestion) |
|---|---|
| Exertional dyspnoea; ORTHOPNOEA; PAROXYSMAL NOCTURNAL DYSPNOEA | Peripheral pitting oedema (ankles, sacrum) |
| Fatigue, reduced exercise tolerance | RAISED JVP |
| Cough with frothy pink sputum (pulmonary oedema) | Tender hepatomegaly, hepatojugular reflux, pulsatile liver in tricuspid regurgitation |
| Nocturia; cardiac cachexia in advanced disease | Ascites, pleural effusion |
| Bibasal crepitations, wheeze ("cardiac asthma") | Anorexia, nausea, right hypochondrial discomfort (hepatic congestion) |
| Displaced apex, S3 GALLOP (the most specific sign), functional mitral regurgitation | Right ventricular heave, tricuspid regurgitation murmur |
| Tachycardia, pulsus alternans, low pulse pressure | Facial oedema, jaundice in severe congestion |
Congestive cardiac failure denotes both together — most commonly right failure secondary to left.
NYHA functional classification (used for prognosis and treatment decisions): I — no limitation; II — slight limitation with ordinary activity; III — marked limitation with less than ordinary activity; IV — symptoms at rest.
Investigations
- Natriuretic peptides (BNP or NT-proBNP) — the key initial test. A normal level makes heart failure very unlikely (high negative predictive value), making it valuable for ruling out. Levels rise with age, renal impairment and atrial fibrillation, and are lower in obesity.
- ECHOCARDIOGRAPHY — the central diagnostic investigation: ejection fraction, chamber sizes, wall motion abnormalities, valve function, diastolic parameters, pulmonary pressures and pericardium.
- ECG — rarely normal in heart failure; shows previous infarction, LVH, arrhythmia, conduction disease (a broad QRS raises the question of cardiac resynchronisation therapy).
- Chest X-ray: cardiomegaly (cardiothoracic ratio > 50%), upper lobe blood diversion, Kerley B lines, perihilar "bat's wing" alveolar oedema, pleural effusions.
- Bloods: CBC (anaemia — both a cause and a consequence), renal function and electrolytes, liver function, thyroid function, glucose and HbA1c, lipids, iron studies (ferritin and transferrin saturation — iron deficiency is common and treatable).
- Further: coronary angiography or CT coronary angiography for ischaemic aetiology; cardiac MRI for cardiomyopathy, infiltration and viability; endomyocardial biopsy in selected cases.
Management
ACUTE HEART FAILURE / PULMONARY OEDEMA — an emergency
- Sit the patient upright; high-flow oxygen if hypoxic.
- Intravenous loop diuretic (furosemide) — the mainstay for congestion.
- Nitrates (intravenous or sublingual) if the blood pressure permits — they reduce preload and afterload and are particularly valuable in hypertensive pulmonary oedema.
- Non-invasive ventilation (CPAP or BiPAP) — reduces work of breathing and the need for intubation.
- Morphine — used sparingly; evidence of benefit is weak and it may worsen outcomes.
- Identify and treat the precipitant — ischaemia, arrhythmia, infection, non-adherence.
- Inotropes and vasopressors only for cardiogenic shock with hypoperfusion; mechanical support in specialist centres.
- Monitor urine output, weight, renal function and electrolytes.
CHRONIC HFrEF — the "four pillars" of disease-modifying therapy
All four should be started early, at low doses, and titrated up — the evidence supports rapid sequential or simultaneous initiation rather than the older stepwise approach over months:
1. ACE inhibitor or ARB — or preferably ARNI (sacubitril/valsartan), which is superior to an ACE inhibitor in reducing mortality and hospitalisation
2. Beta-blocker — bisoprolol, carvedilol or metoprolol succinate. Start low, go slow, and never start during acute decompensation
3. Mineralocorticoid receptor antagonist — spironolactone or eplerenone; monitor potassium and renal function
4. SGLT2 inhibitor — dapagliflozin or empagliflozin; benefit is independent of diabetes, and this is the most important recent addition to heart failure therapy
Additional therapy: loop diuretics for symptom control (they improve symptoms but not survival); ivabradine for persistent tachycardia in sinus rhythm; hydralazine with nitrate (particularly in those intolerant of ACE inhibitors); digoxin for symptom control and rate control in atrial fibrillation; intravenous iron for iron deficiency; vericiguat in selected patients.
Device therapy: implantable cardioverter-defibrillator (ICD) for primary prevention of sudden death in persistent severe LV dysfunction; cardiac resynchronisation therapy (CRT) for LV dysfunction with a broad QRS (especially LBBB).
Advanced heart failure: left ventricular assist device and cardiac transplantation; and, where these are not options, palliative care with symptom control and advance care planning — an area consistently neglected.
HFpEF: treat hypertension, atrial fibrillation, obesity, diabetes and ischaemia; diuretics for congestion; SGLT2 inhibitors are the first class shown to improve outcomes in this group.
Non-pharmacological for all: salt restriction, fluid restriction in advanced disease, daily weight monitoring with a written action plan, alcohol and smoking cessation, vaccination (influenza and pneumococcal), supervised exercise and cardiac rehabilitation, and structured education with self-management support.
Never start or increase a beta-blocker in a patient who is acutely decompensated and congested — it will worsen the failure. Beta-blockers are started when the patient is euvolaemic and stable, at low dose, and titrated slowly. Conversely, do not stop a beta-blocker abruptly in a stable patient admitted for another reason. Also avoid verapamil, diltiazem, NSAIDs, pioglitazone and most antiarrhythmics in HFrEF — all worsen outcomes.
Definition and Classification
Hypertension is persistently elevated arterial blood pressure sufficient to increase cardiovascular risk. Diagnosis requires repeated measurements on separate occasions, using correct technique, and is confirmed where possible with out-of-office measurement (ambulatory or home monitoring).
| Category | Systolic (mmHg) | Diastolic (mmHg) | |
|---|---|---|---|
| Normal | < 120 | and | < 80 |
| Elevated / high-normal | 120–139 | and/or | 80–89 |
| Stage 1 hypertension | 140–159 | and/or | 90–99 |
| Stage 2 hypertension | ≥ 160 | and/or | ≥ 100 |
| Isolated systolic hypertension | ≥ 140 | and | < 90 (elderly, from arterial stiffening) |
| Hypertensive crisis | ≥ 180 | and/or | ≥ 120 |
(Thresholds differ between guidelines — ACC/AHA uses ≥ 130/80 to define hypertension, while ESC/ISH and Indian guidelines retain ≥ 140/90. State which definition you are using.)
White coat hypertension — raised in the clinic, normal outside; masked hypertension — normal in the clinic, raised outside (the more dangerous of the two, as it goes untreated).
Aetiology
PRIMARY (essential) — 90–95%: multifactorial, with genetic susceptibility interacting with age, obesity, high dietary salt, low potassium intake, physical inactivity, excess alcohol, stress and insulin resistance.
SECONDARY — 5–10%. Screen for it in specific situations:
| Cause | Clues |
|---|---|
| Renal parenchymal disease (commonest secondary cause) | Abnormal creatinine, proteinuria, haematuria, small kidneys |
| Renal artery stenosis | Resistant hypertension, flash pulmonary oedema, creatinine rise on ACE inhibitor, abdominal bruit, asymmetric kidneys |
| Primary hyperaldosteronism (Conn's) | Hypokalaemia (though half are normokalaemic), resistant hypertension; raised aldosterone:renin ratio |
| Phaeochromocytoma | Episodic headache, palpitations and sweating with labile hypertension |
| Cushing's syndrome | Central obesity, striae, proximal myopathy, hyperglycaemia |
| Thyroid disease, hyperparathyroidism, acromegaly | Respective endocrine features |
| Coarctation of the aorta | Radio-femoral delay, upper limb hypertension with weak leg pulses, rib notching — think of it in young hypertensives |
| Obstructive sleep apnoea | Obesity, snoring, daytime somnolence; a very common and under-diagnosed cause |
| Drugs | NSAIDs, oral contraceptives, corticosteroids, ciclosporin, erythropoietin, decongestants, cocaine, liquorice, and many traditional preparations |
| Pregnancy | Pre-eclampsia |
When to screen for secondary causes: onset before 30 or after 55, resistant hypertension (uncontrolled on three drugs including a diuretic), hypokalaemia, abrupt onset or worsening, target organ damage disproportionate to the blood pressure, or suggestive clinical features.
Clinical Features
Hypertension is overwhelmingly ASYMPTOMATIC — "the silent killer" — and is usually detected on screening or after a complication. When symptoms occur they are non-specific (headache, dizziness) or reflect complications. Early morning occipital headache is the classical, though unreliable, description.
Assess for TARGET ORGAN DAMAGE, which determines urgency and treatment:
| Organ | Damage |
|---|---|
| Heart | Left ventricular hypertrophy, heart failure (HFpEF), coronary disease, atrial fibrillation |
| Brain | Stroke — ischaemic and haemorrhagic (hypertension is the single most important risk factor), transient ischaemic attack, vascular dementia, hypertensive encephalopathy |
| Kidney | Hypertensive nephrosclerosis, albuminuria, chronic kidney disease |
| Eye | Hypertensive retinopathy — Keith–Wagener grades: I arteriolar narrowing, II AV nipping, III haemorrhages and exudates (flame haemorrhages, cotton-wool spots, hard exudates in a macular star), IV papilloedema |
| Vessels | Aortic aneurysm and DISSECTION, peripheral arterial disease |
Investigations
Every hypertensive patient (baseline): urinalysis with albumin:creatinine ratio, renal function and electrolytes (potassium — low suggests hyperaldosteronism), fasting glucose and HbA1c, lipid profile, ECG (for LVH — Sokolow–Lyon criteria), fundoscopy, and calculation of total cardiovascular risk.
Additional as indicated: echocardiography (LVH, diastolic function), ambulatory blood pressure monitoring, ultrasound kidneys with Doppler, aldosterone:renin ratio, plasma or urinary metanephrines, cortisol testing, thyroid function, and sleep study.
Management
Goal: reduce cardiovascular events, not merely the number. Target generally < 140/90 mmHg, and < 130/80 in most patients if tolerated — particularly with diabetes, CKD, coronary disease or high cardiovascular risk. Be less aggressive in the frail elderly, in whom postural hypotension and falls cause more harm than the modest additional benefit.
1. Lifestyle modification — for everyone, at every stage
| Measure | Approximate systolic reduction |
|---|---|
| Weight reduction | 5–20 mmHg per 10 kg lost |
| DASH-type diet — fruit, vegetables, low-fat dairy, reduced saturated fat | 8–14 mmHg |
| DIETARY SALT RESTRICTION (< 5 g salt/day) | 2–8 mmHg — of particular importance in India, where pickles, papad, processed and restaurant food carry a very high salt load |
| Regular aerobic exercise (30 minutes most days) | 4–9 mmHg |
| Limiting alcohol | 2–4 mmHg |
Also: stop smoking (essential for cardiovascular risk though it does not lower blood pressure), increase dietary potassium, manage stress, and treat sleep apnoea.
2. Pharmacological therapy
Five first-line classes: ACE inhibitors, ARBs, calcium channel blockers, thiazide-like diuretics, and beta-blockers (now reserved for specific indications — angina, post-infarction, heart failure, arrhythmia — rather than as routine first-line).
Practical principles:
- Start with a single-pill COMBINATION of two drugs in most patients (except the frail elderly or those with grade 1 hypertension at low risk) — this improves control and adherence compared with sequential monotherapy.
- Preferred combinations: ACE inhibitor/ARB plus calcium channel blocker, or ACE inhibitor/ARB plus thiazide-like diuretic.
- Never combine an ACE inhibitor with an ARB — no added benefit and more harm.
- Step 3: all three (RAS blocker + CCB + diuretic).
- Step 4 (resistant hypertension): add spironolactone (the best-evidenced fourth agent), then beta-blocker, alpha-blocker or centrally acting agent.
Compelling indications:
| Condition | Preferred agent |
|---|---|
| Diabetes or CKD with albuminuria | ACE inhibitor or ARB |
| Heart failure (HFrEF) | ACE inhibitor/ARNI, beta-blocker, MRA, SGLT2 inhibitor |
| Post-myocardial infarction / angina | Beta-blocker + ACE inhibitor |
| Atrial fibrillation (rate control) | Beta-blocker or non-dihydropyridine CCB |
| Elderly / isolated systolic hypertension | Calcium channel blocker or thiazide-like diuretic |
| Pregnancy | Labetalol, methyldopa, nifedipine — ACE inhibitors, ARBs and atenolol are CONTRAINDICATED |
| Benign prostatic hyperplasia | Alpha-blocker (as add-on) |
| Gout | Avoid thiazides; losartan is uricosuric |
3. Follow-up and adherence
Monitor blood pressure, renal function and potassium; assess adherence at every visit (non-adherence is the commonest cause of "resistant" hypertension); encourage home blood pressure monitoring; use single-pill combinations and once-daily dosing; and address cost, which is a major driver of non-adherence in India.
Hypertensive Crises
| Type | Definition | Management |
|---|---|---|
| Hypertensive URGENCY | Severe hypertension (≥ 180/120) WITHOUT acute target organ damage | Oral agents, gradual reduction over 24–48 hours, outpatient or short observation. Do NOT lower rapidly |
| Hypertensive EMERGENCY | Severe hypertension WITH acute target organ damage — encephalopathy, intracranial haemorrhage, acute LV failure with pulmonary oedema, aortic dissection, acute coronary syndrome, acute kidney injury, eclampsia, papilloedema | Admit; intravenous therapy with continuous monitoring — labetalol, nitroglycerine, nicardipine, sodium nitroprusside, esmolol |
Rate of reduction in an emergency: lower mean arterial pressure by no more than 20–25% in the first hour, then to about 160/100 over the next 2–6 hours, and normalise over 24–48 hours. Exceptions requiring rapid control: aortic dissection (target systolic < 120 within minutes, with a beta-blocker first) and eclampsia. In acute ischaemic stroke, blood pressure is generally NOT lowered acutely unless thrombolysis is planned or it is extremely high.
Do not lower blood pressure rapidly in hypertensive urgency, and never with sublingual nifedipine. Chronic hypertension shifts cerebral autoregulation rightwards; an abrupt fall causes cerebral, myocardial and renal hypoperfusion — precipitating stroke, infarction and acute kidney injury. The practice of giving sublingual short-acting nifedipine for a high reading remains widespread and is unpredictable and dangerous. Asymptomatic severe hypertension needs oral therapy and follow-up, not an emergency intervention.
Introduction
Valvular heart disease remains disproportionately important in India because of the continuing burden of rheumatic heart disease, which produces valve lesions in young adults — in contrast to the degenerative disease of the elderly seen in Western populations.
Mitral Stenosis
Aetiology: RHEUMATIC in over 95% of cases — the classic rheumatic valve lesion. Others: congenital, severe mitral annular calcification, carcinoid, SLE (Libman–Sacks).
Pathophysiology: the normal mitral valve area is 4–6 cm². Narrowing raises left atrial pressure, which transmits back to the pulmonary circulation → pulmonary hypertension → right ventricular hypertrophy and failure. The left ventricle is protected and remains normal, which is why symptoms are those of pulmonary congestion and low output rather than LV failure.
Clinical features:
- Exertional dyspnoea, orthopnoea, PND; fatigue and low output symptoms
- HAEMOPTYSIS — from rupture of bronchial veins; a classical feature
- Atrial fibrillation — from left atrial dilatation; often precipitates decompensation
- Systemic embolism, particularly stroke — the risk is high, especially with AF
- Hoarseness (Ortner's syndrome) — left recurrent laryngeal nerve compression by the dilated left atrium
- Malar flush ("mitral facies"); tapping apex (palpable first heart sound); right ventricular heave
- Auscultation: LOUD FIRST HEART SOUND, OPENING SNAP, and a LOW-PITCHED RUMBLING MID-DIASTOLIC MURMUR with PRESYSTOLIC ACCENTUATION (the accentuation disappears in atrial fibrillation), best heard at the apex, in the left lateral position, with the bell, on expiration
- A SHORTER interval between S2 and the opening snap indicates MORE SEVERE stenosis (higher left atrial pressure opens the valve earlier) — an elegant and frequently examined point
Investigations:
- ECG — P mitrale (broad bifid P wave), atrial fibrillation, right ventricular hypertrophy
- chest X-ray — straightening of the left heart border, double right heart border, splayed carina, pulmonary venous congestion, valve calcification
- echocardiography with valve area and gradient is definitive.
Management:
- diuretics for congestion
- rate control (beta-blockers) — which improves filling by prolonging diastole
- anticoagulation for atrial fibrillation, previous embolism or left atrial thrombus — WARFARIN, not a DOAC, in rheumatic mitral stenosis
- penicillin prophylaxis against recurrent rheumatic fever. Intervention: percutaneous balloon mitral valvotomy — the procedure of choice for pliable, non-calcified valves without significant regurgitation or left atrial thrombus (and highly successful in the young Indian rheumatic population)
- otherwise surgical commissurotomy or valve replacement.
Mitral Regurgitation
Aetiology:
- rheumatic
- mitral valve prolapse (the commonest cause in the West)
- ischaemic (papillary muscle dysfunction or rupture)
- infective endocarditis
- dilated cardiomyopathy with annular dilatation (functional)
- connective tissue disease.
Clinical features:
- exertional dyspnoea, fatigue, palpitations
- displaced hyperdynamic apex
- soft S1, third heart sound
- PANSYSTOLIC MURMUR at the apex RADIATING TO THE AXILLA, blowing and high-pitched, unchanged by respiration.
Acute severe MR (papillary muscle rupture after infarction, endocarditis) causes sudden pulmonary oedema and cardiogenic shock, often with only a short, soft murmur because pressures equalise rapidly — a dangerous trap.
Management:
- treat heart failure (ACE inhibitors, diuretics)
- surgery (repair is preferred to replacement) for severe MR with symptoms, or asymptomatic with LV dysfunction (EF < 60%) or LV dilatation
- transcatheter edge-to-edge repair in selected high-risk patients.
Aortic Stenosis
Aetiology:
- degenerative calcific disease (the commonest in the elderly)
- bicuspid aortic valve (presenting earlier, in the 50s–60s)
- rheumatic (usually with mitral involvement).
Clinical features — the classic triad ("SAD"), each with prognostic weight:
- Syncope (exertional) — average survival about 3 years
- Angina — about 5 years
- Dyspnoea (heart failure) — about 2 years
The onset of symptoms marks a sharp fall in survival and is the trigger for intervention.
Signs:
- slow-rising, low-volume pulse (pulsus parvus et tardus), narrow pulse pressure, heaving (pressure-loaded) undisplaced apex, thrill in the aortic area
- EJECTION SYSTOLIC MURMUR at the right second intercostal space RADIATING TO THE CAROTIDS
- soft or absent A2 and reversed splitting of S2 in severe disease
- fourth heart sound.
Investigations:
- ECG — LVH with strain
- chest X-ray — post-stenotic aortic dilatation, calcification
- echocardiography — valve area, peak velocity and mean gradient define severity.
Management:
- no medical therapy alters the natural history — treat comorbid hypertension cautiously.
- Aortic valve replacement (surgical) or TAVI (transcatheter aortic valve implantation) for symptomatic severe stenosis, or asymptomatic severe stenosis with LV dysfunction.
- TAVI has transformed treatment for elderly and high-risk patients.
Avoid vasodilators — nitrates, ACE inhibitors and diuretics in excess — in severe aortic stenosis. The obstructed ventricle cannot increase output to compensate for a fall in systemic vascular resistance, so vasodilatation causes abrupt hypotension, syncope and cardiac arrest. This is a particular hazard when a patient with an undiagnosed ejection systolic murmur is given sublingual nitrate for chest pain. Auscultate before you vasodilate.
Aortic Regurgitation
Aetiology: valve disease — rheumatic, bicuspid valve, infective endocarditis; or aortic root dilatation — Marfan syndrome, hypertension, syphilitic aortitis (historically important in India), ankylosing spondylitis, aortic dissection.
Clinical features: long asymptomatic period, then exertional dyspnoea, palpitations and angina. The signs arise from the wide pulse pressure:
- COLLAPSING ("water-hammer") PULSE; wide pulse pressure
- Corrigan's sign (visible carotid pulsation), de Musset's sign (head nodding), Quincke's sign (nail bed capillary pulsation), Traube's sign ("pistol shot" femoral sounds), Duroziez's sign (to-and-fro femoral murmur), Müller's sign (uvular pulsation)
- Displaced, hyperdynamic, volume-loaded apex
- EARLY DIASTOLIC MURMUR at the left sternal edge, best heard leaning forward in expiration; Austin Flint murmur (a mid-diastolic rumble at the apex from the regurgitant jet striking the anterior mitral leaflet)
Acute severe AR (endocarditis, dissection) causes sudden pulmonary oedema with a short murmur, tachycardia and NO peripheral signs — because there is no time for the ventricle to dilate. It is a surgical emergency.
Management:
- vasodilators (ACE inhibitors, nifedipine) for symptomatic patients unfit for surgery
- surgery for symptoms, or asymptomatic with LV dysfunction (EF < 50%) or progressive LV dilatation
- aortic root replacement where the root is dilated (as in Marfan syndrome).
| Murmur | Timing | Site | Radiation | Manoeuvre |
|---|---|---|---|---|
| Mitral stenosis | Mid-diastolic with presystolic accentuation | Apex | None | Left lateral, bell, expiration |
| Mitral regurgitation | Pansystolic | Apex | Axilla | Expiration |
| Aortic stenosis | Ejection systolic | Right 2nd space | Carotids | Sitting forward, expiration |
| Aortic regurgitation | Early diastolic | Left sternal edge | — | Sitting forward, expiration |
Right-sided murmurs (tricuspid and pulmonary) increase on INSPIRATION — Carvallo's sign.
Definition
Chronic rheumatic heart disease (RHD) is permanent valvular damage resulting from one or more episodes of acute rheumatic fever, caused by the immune response to group A streptococcal pharyngitis. It remains the commonest form of acquired heart disease in children and young adults in India, and a leading cause of cardiac morbidity and premature death.
(The acute illness — acute rheumatic fever, the Jones criteria and secondary prophylaxis regimens — is covered in the Immunology & Rheumatology chapter. This answer deals with the chronic valve disease that follows.)
Pathogenesis of Chronic Valve Damage
Acute valvulitis causes oedema and verrucous vegetations along the line of closure. Over years, repeated inflammation and healing produce fibrosis, commissural fusion, chordal shortening and thickening, and calcification — converting a pliable valve into a rigid, stenotic and often regurgitant structure. Recurrent attacks of rheumatic fever accelerate this process, which is precisely why secondary prophylaxis matters more than any other intervention.
Valve involvement, in order of frequency:
- MITRAL VALVE — 70–80% (the most commonly affected)
- Aortic valve — 20–30%, usually with mitral involvement
- Tricuspid — uncommon and usually functional (secondary to right ventricular dilatation) rather than organic
- Pulmonary — very rare
Mitral stenosis is the classic and commonest chronic lesion, and the interval from acute rheumatic fever to symptomatic stenosis is typically 10–20 years — though it can be shorter in India, with severe disease appearing in adolescence ("juvenile mitral stenosis").
Clinical Features
- Often a silent latent period of years, with the patient presenting only when the valve lesion becomes haemodynamically significant.
- Symptoms of the specific valve lesion — exertional dyspnoea, orthopnoea, PND, fatigue, palpitations, haemoptysis (see the valvular heart disease answer).
- Atrial fibrillation — very common with mitral disease; often the presenting event, and a major cause of decompensation and stroke.
- Systemic embolism and stroke — a leading cause of disability, particularly in young women.
- Right heart failure — raised JVP, hepatomegaly, ascites, peripheral oedema — from pulmonary hypertension.
- Infective endocarditis superimposed on the damaged valve.
- Pregnancy — the increased blood volume and heart rate frequently unmask previously silent mitral stenosis, and RHD is a leading cause of maternal cardiac death in India.
- Growth retardation in children with severe long-standing disease.
Investigations
- ECHOCARDIOGRAPHY — the key investigation: identifies the valves involved, quantifies stenosis and regurgitation, assesses chamber size, ventricular function, pulmonary artery pressure and left atrial thrombus. It also detects subclinical rheumatic valve disease, which is the basis of echo-based screening programmes in endemic areas.
- ECG: P mitrale, atrial fibrillation, right or left ventricular hypertrophy.
- Chest X-ray: left atrial enlargement (double right heart border, splayed carina), pulmonary venous congestion, valve calcification, cardiomegaly.
- Bloods: CBC, ESR/CRP (to detect ongoing rheumatic activity), ASO titre, blood cultures if endocarditis is suspected, renal and liver function.
- Cardiac catheterisation — where echocardiography is inconclusive or before surgery in older patients (to assess the coronaries).
Management
1. SECONDARY PROPHYLAXIS — the single most important intervention
- Continuous antibiotic prophylaxis (intramuscular benzathine penicillin every 3–4 weeks, or oral penicillin) prevents recurrent attacks of rheumatic fever, each of which worsens valve damage.
- Duration depends on the presence of carditis and residual valve disease, and is often continued to the age of 40 or lifelong in established RHD (see the acute rheumatic fever answer for the schedule).
- Adherence over decades is the central practical challenge, and defaulting is the commonest reason for progressive valve destruction in Indian patients.
2. Medical management of the valve lesion and its complications
- Heart failure: diuretics, ACE inhibitors (caution in severe mitral or aortic stenosis), and salt restriction.
- Atrial fibrillation: rate control (beta-blocker, digoxin) and ANTICOAGULATION WITH WARFARIN — direct oral anticoagulants are NOT recommended in rheumatic mitral stenosis or with mechanical valves, a distinction of major practical importance.
- Infective endocarditis prophylaxis for the highest-risk patients, and meticulous dental hygiene for all.
- Treat anaemia, correct nutrition, and manage arrhythmias.
3. Intervention
- Percutaneous balloon mitral valvotomy — the treatment of choice for suitable mitral stenosis: pliable non-calcified valve, minimal regurgitation, no left atrial thrombus. It is relatively low-cost, avoids sternotomy, and is well suited to the young Indian patient population.
- Surgical valve repair or replacement — for unsuitable anatomy, mixed lesions, or predominant regurgitation. Mechanical valves last longer but require lifelong warfarin; bioprosthetic valves avoid anticoagulation but degenerate, which is a critical consideration in young women planning pregnancy, where warfarin is teratogenic — a decision requiring careful counselling.
4. Pregnancy and RHD
Pre-pregnancy counselling and risk assessment; balloon valvotomy before conception where indicated; joint cardiology-obstetric care; and careful anticoagulation planning, since warfarin is teratogenic in the first trimester but heparin gives poorer valve protection — a genuinely difficult balance requiring specialist management.
5. PREVENTION — the answer at population level
- Primary prevention: prompt diagnosis and antibiotic treatment of streptococcal sore throat, improved housing and reduced overcrowding, better nutrition and access to care.
- Secondary prevention: registers of RHD patients with organised delivery of penicillin prophylaxis — the model that has succeeded in other countries.
- Echo-based screening to detect subclinical disease in high-prevalence school populations.
Anticoagulate rheumatic mitral stenosis with atrial fibrillation using WARFARIN, not a DOAC. The trials establishing DOACs excluded rheumatic mitral stenosis and mechanical valves, and the INVICTUS trial specifically showed that rivaroxaban was INFERIOR to warfarin in rheumatic heart disease with atrial fibrillation, with higher rates of death and embolic events. Given how common this combination is in India, prescribing a DOAC out of convenience is a real and consequential error.
Definition
Chronic coronary syndrome (formerly stable ischaemic heart disease) is the stable phase of coronary artery disease, characterised by reversible myocardial ischaemia occurring when oxygen demand exceeds supply, without acute plaque rupture.
Stable angina is chest discomfort that is:
1. Retrosternal, of characteristic quality and duration
2. Provoked by exertion or emotional stress
3. Relieved by rest or nitrates within minutes
Typical angina has all three features; atypical angina has two; non-anginal chest pain has one or none — a simple classification that determines pre-test probability and hence which test to order.
Pathophysiology
Fixed atherosclerotic stenosis limits coronary flow reserve. Symptoms typically appear when the lumen is narrowed by more than 70%. Ischaemia begins in the subendocardium, which is most vulnerable because it is perfused last and compressed during systole — producing ST depression on the ECG.
Determinants of myocardial oxygen demand: heart rate, contractility and wall stress (preload and afterload) — which is exactly why beta-blockers, which reduce heart rate and contractility, are so effective.
Other mechanisms of angina: microvascular angina (angina with normal coronaries), vasospastic (Prinzmetal) angina (rest pain with transient ST elevation, responsive to calcium channel blockers, precipitated by smoking and cocaine), and secondary angina from anaemia, thyrotoxicosis, aortic stenosis or arrhythmia.
Clinical Assessment
History — the most important tool: site, character (heaviness, tightness, constriction — patients often clench a fist over the sternum, "Levine's sign"), radiation, provoking and relieving factors, duration (minutes, not seconds or hours), and stability over time.
Canadian Cardiovascular Society (CCS) grading:
| Class | Description |
|---|---|
| I | Angina only with strenuous or prolonged exertion |
| II | Slight limitation — angina on walking more than two blocks or climbing more than one flight |
| III | Marked limitation — angina on walking one to two blocks or one flight |
| IV | Angina at rest or with any activity |
Examination is often normal but should assess: risk factors, anaemia, thyroid status, blood pressure, murmurs (aortic stenosis is a critical differential), signs of heart failure, and peripheral vascular disease and carotid bruits as markers of generalised atherosclerosis.
Differential diagnosis: acute coronary syndrome, aortic dissection, pericarditis, pulmonary embolism, gastro-oesophageal reflux and oesophageal spasm, musculoskeletal chest wall pain, and anxiety.
Non-invasive Testing for Myocardial Ischaemia
The choice of test depends on pre-test probability, the ability to exercise, the baseline ECG, and local availability.
| Test | Principle | Positive finding | Limitations |
|---|---|---|---|
| Exercise ECG (treadmill test) | Exercise increases demand; ischaemia produces ST change | Horizontal or downsloping ST depression ≥ 1 mm | Uninterpretable with LBBB, paced rhythm, LVH with strain, digoxin, or resting ST changes; poor sensitivity in women; requires the patient to exercise adequately |
| Stress echocardiography (exercise or dobutamine) | Ischaemia causes regional wall motion abnormality | New or worsening wall motion abnormality | Operator-dependent; poor acoustic windows in some patients |
| Myocardial perfusion scintigraphy (SPECT/MPI) | Radiotracer uptake reflects perfusion | Reversible perfusion defect (present on stress, absent at rest) = ischaemia; fixed defect = infarction/scar | Radiation; cost; attenuation artefact |
| Stress cardiac MRI | Perfusion and wall motion with high resolution | Perfusion defect, wall motion abnormality; late gadolinium enhancement shows scar and viability | Availability, cost; contraindicated with some devices |
| CT coronary angiography | Anatomical imaging of the coronary lumen and plaque | Stenosis; also detects non-obstructive plaque; excellent negative predictive value | Radiation and contrast; calcium blooming; less useful with heavy calcification |
Choosing the test:
- Low to intermediate probability, able to exercise, interpretable ECG → exercise ECG or CT coronary angiography
- Unable to exercise → pharmacological stress (dobutamine echo or vasodilator perfusion imaging)
- Abnormal baseline ECG → an imaging-based test
- High probability with limiting symptoms → proceed to invasive coronary angiography
Invasive coronary angiography remains the gold standard for anatomy, and fractional flow reserve (FFR) assesses the functional significance of intermediate lesions — an important refinement, since anatomical severity does not always equate to ischaemia.
Management
1. Anti-anginal therapy — to relieve symptoms
- Beta-blockers — first-line; reduce heart rate, contractility and demand.
- Calcium channel blockers — alternative or add-on; non-dihydropyridines (verapamil, diltiazem) reduce rate but must not be combined with beta-blockers (risk of bradycardia and heart block) or used in heart failure; dihydropyridines (amlodipine) are safe with beta-blockers.
- Nitrates — sublingual for acute relief and prophylaxis before exertion; long-acting for prevention, with a nitrate-free interval to prevent tolerance.
- Second-line: ivabradine (rate reduction in sinus rhythm), ranolazine, nicorandil, trimetazidine.
2. Disease-modifying therapy — to prevent events (the more important half)
- Antiplatelet — aspirin (clopidogrel if intolerant).
- High-intensity statin for all, irrespective of baseline cholesterol; add ezetimibe or a PCSK9 inhibitor to reach targets.
- ACE inhibitor — particularly with diabetes, hypertension, LV dysfunction or CKD.
- Optimal control of blood pressure, diabetes and weight.
- SMOKING CESSATION — the single most effective intervention.
- Cardiac rehabilitation and structured exercise; Mediterranean-type diet; stress management.
3. Revascularisation
- PCI with stenting — relieves symptoms effectively; in stable disease it improves symptoms but has not been shown to reduce mortality or infarction compared with optimal medical therapy in most patients (the COURAGE and ISCHEMIA trials) — an important point that examiners like and that patients deserve to be told.
- CABG (coronary artery bypass grafting) — improves survival in left main stem disease, three-vessel disease (especially with LV dysfunction or diabetes), and complex anatomy (high SYNTAX score).
- Decisions are made by a heart team, weighing anatomy, comorbidity and patient preference.
Optimal medical therapy is not "the option before the real treatment" — in stable angina it IS the treatment, and revascularisation is added for symptoms that persist despite it, or for the specific anatomical patterns where surgery improves survival. Patients (and doctors) frequently assume a stent "fixes" coronary disease; it treats one lesion in a diffuse systemic process, and the statin, aspirin, blood pressure control and smoking cessation are what prevent the next infarction.
Definition and Classification
Cardiomyopathies are diseases of the myocardium associated with mechanical and/or electrical dysfunction, in the absence of coronary artery disease, hypertension, valvular disease or congenital heart disease sufficient to explain the abnormality.
| Feature | Dilated (DCM) | Hypertrophic (HCM) | Restrictive (RCM) |
|---|---|---|---|
| Primary abnormality | Systolic failure — impaired contraction | Diastolic failure — impaired relaxation, with outflow obstruction in HOCM | Diastolic failure — impaired filling due to stiff ventricle |
| Ventricular cavity | Dilated | Small, thick-walled | Normal or small |
| Wall thickness | Normal or thin | Markedly increased (asymmetric septal) | Normal or increased (infiltration) |
| Ejection fraction | Reduced | Normal or increased | Normal or near-normal |
| Atria | Dilated | Dilated | Markedly dilated (biatrial) |
| Genetics | 30–50% familial | Autosomal dominant — sarcomere gene mutations | Variable |
Dilated Cardiomyopathy
The commonest cardiomyopathy. Characterised by dilatation and impaired contraction of one or both ventricles.
Causes:
- Idiopathic — a substantial proportion, many now recognised as genetic
- Genetic/familial — 30–50%; titin, lamin A/C and other mutations
- Toxic — ALCOHOL (a major and reversible cause), anthracyclines (doxorubicin — dose-dependent), trastuzumab, cocaine, amphetamines
- Infective — viral myocarditis (coxsackie, adenovirus, parvovirus B19), HIV, Chagas disease, diphtheritic myocarditis
- Metabolic and nutritional — thiamine deficiency (wet beriberi), selenium deficiency, hypocalcaemia, hypophosphataemia, thyroid disease
- PERIPARTUM CARDIOMYOPATHY — in the last month of pregnancy or the first 5 months postpartum; an important cause in India, with a risk of recurrence in subsequent pregnancies
- Tachycardia-mediated — from persistent uncontrolled tachyarrhythmia; reversible with rate control
- Autoimmune, sarcoidosis, haemochromatosis, muscular dystrophies
Clinical features: progressive heart failure (dyspnoea, orthopnoea, PND, oedema), fatigue, arrhythmias including atrial fibrillation and ventricular arrhythmias, thromboembolism from mural thrombus, and sudden cardiac death. Examination: displaced diffuse apex, S3 gallop, functional mitral and tricuspid regurgitation, raised JVP.
Investigations:
- ECG (non-specific — LBBB, arrhythmia, poor R wave progression), chest X-ray (cardiomegaly, pulmonary congestion), echocardiography (dilated ventricle with globally reduced EF), cardiac MRI for aetiology and scar, natriuretic peptides, and screening bloods (thyroid, iron studies, HIV, autoimmune).
- Coronary angiography to exclude ischaemic cardiomyopathy — an essential distinction.
- Genetic testing and family screening where familial disease is suspected.
Management:
- standard heart failure therapy — the four pillars (ARNI/ACE inhibitor, beta-blocker, MRA, SGLT2 inhibitor) with diuretics
- anticoagulation for AF or mural thrombus
- treat the cause — abstinence from alcohol (which can produce dramatic recovery), thiamine, rate control, stopping the offending drug
- ICD for primary prevention of sudden death
- CRT for broad QRS
- transplantation or mechanical support in end-stage disease.
Hypertrophic Cardiomyopathy
Definition: left ventricular hypertrophy (usually asymmetric, involving the interventricular septum) in the absence of a haemodynamic cause. It is the commonest inherited cardiac disorder (about 1 in 500) and the leading cause of sudden cardiac death in young people and athletes.
Genetics: AUTOSOMAL DOMINANT with variable penetrance, caused by mutations in sarcomeric proteins — beta-myosin heavy chain and myosin-binding protein C most commonly.
Pathophysiology: hypertrophy with myocyte disarray and interstitial fibrosis (the substrate for arrhythmia) causes:
- Diastolic dysfunction — a stiff, poorly relaxing ventricle
- LV OUTFLOW TRACT OBSTRUCTION in about a third (HOCM), caused by septal hypertrophy plus systolic anterior motion (SAM) of the mitral valve, which also produces mitral regurgitation
- Myocardial ischaemia — from increased demand, reduced capillary density and small vessel disease
- Arrhythmias — atrial fibrillation and ventricular arrhythmias
Clinical features: frequently asymptomatic and detected on screening or a murmur; exertional dyspnoea (the commonest symptom), angina, exertional syncope or presyncope — an ominous symptom, palpitations, and sudden cardiac death, characteristically during or just after exertion.
Signs:
- jerky, bisferiens carotid pulse
- double or triple apical impulse
- fourth heart sound
- EJECTION SYSTOLIC MURMUR at the left sternal edge, NOT radiating to the carotids
- pansystolic murmur of mitral regurgitation at the apex.
The dynamic murmur — a defining feature and a favourite examination question:
| Manoeuvre | Effect on preload/afterload | Effect on murmur |
|---|---|---|
| Valsalva (strain), standing up | Decreases preload | INCREASES (more obstruction) |
| Squatting, leg raise, handgrip | Increases preload/afterload | DECREASES |
This is the opposite of aortic stenosis, where the murmur decreases with Valsalva — the key bedside discriminator.
Investigations:
- ECG is abnormal in over 90% — LVH, deep narrow Q waves in the inferolateral leads, T inversion (giant negative T waves in apical HCM)
- echocardiography — asymmetric septal hypertrophy, SAM, outflow gradient
- cardiac MRI for apical variants and fibrosis
- Holter monitoring for arrhythmia
- exercise testing for blood pressure response
- genetic testing and cascade screening of first-degree relatives.
Management:
- Avoid dehydration, and avoid drugs that reduce preload or afterload — nitrates, diuretics in excess, ACE inhibitors and digoxin — all of which worsen outflow obstruction.
- Beta-blockers first-line; verapamil as an alternative; disopyramide for refractory obstruction.
- Mavacamten — a cardiac myosin inhibitor and the first disease-specific therapy for obstructive HCM.
- Septal reduction therapy for drug-refractory obstruction — surgical myectomy or alcohol septal ablation.
- ICD for primary prevention in those at high risk (family history of sudden death, unexplained syncope, massive hypertrophy, non-sustained VT, abnormal blood pressure response to exercise, extensive fibrosis on MRI).
- AVOID COMPETITIVE SPORTS AND INTENSE EXERTION; treat atrial fibrillation with anticoagulation and rate or rhythm control.
- Screen all first-degree relatives — clinically, by ECG and echocardiography, and by genetic testing where the mutation is known.
Restrictive Cardiomyopathy
Definition: restrictive ventricular filling with normal or reduced diastolic volume, normal or near-normal systolic function and wall thickness — the ventricle is stiff and cannot fill.
Causes:
- Infiltrative — AMYLOIDOSIS (the commonest), sarcoidosis
- Storage — haemochromatosis, Fabry disease, glycogen storage disease
- Endomyocardial — ENDOMYOCARDIAL FIBROSIS (of major importance in tropical regions including parts of India and Africa), Löffler's endocarditis (hypereosinophilic), carcinoid, radiation, anthracyclines
- Idiopathic and familial
Clinical features:
- predominantly RIGHT heart failure — markedly raised JVP with prominent x and y descents, KUSSMAUL'S SIGN (a paradoxical rise in JVP on inspiration), hepatomegaly, ascites (often out of proportion to peripheral oedema), and oedema
- exercise intolerance and dyspnoea
- atrial fibrillation from biatrial enlargement
- thromboembolism.
RESTRICTIVE CARDIOMYOPATHY versus CONSTRICTIVE PERICARDITIS — a critical distinction, because constriction is surgically curable:
| Feature | Restrictive cardiomyopathy | Constrictive pericarditis |
|---|---|---|
| Pericardium | Normal | THICKENED, often CALCIFIED (visible on chest X-ray/CT) |
| Cause | Amyloid, fibrosis, infiltration | TUBERCULOSIS (the leading cause in India), post-cardiac surgery, radiation, viral |
| Ventricular wall | Thickened (infiltration) | Normal |
| Pericardial knock | Absent | Present |
| Respiratory variation in ventricular filling | Minimal | Marked ventricular interdependence on echo |
| BNP | Markedly raised | Normal or mildly raised |
| Cardiac MRI/CT | Myocardial infiltration | Pericardial thickening |
| Treatment | Treat the cause; often poor prognosis | PERICARDIECTOMY — potentially CURATIVE |
Investigations:
- ECG (low voltage complexes — classic in amyloidosis, conduction disease, arrhythmia)
- echocardiography (thickened ventricles with a "granular sparkling" myocardium in amyloid; biatrial enlargement; restrictive filling pattern)
- cardiac MRI
- endomyocardial biopsy where the diagnosis is uncertain
- investigation for the underlying systemic disease (serum free light chains and immunofixation for AL amyloidosis; bone scintigraphy for transthyretin amyloidosis; ferritin and transferrin saturation for haemochromatosis; serum ACE for sarcoidosis).
Management:
- treat the underlying cause (chemotherapy or transthyretin stabilisers such as tafamidis for amyloidosis, venesection for haemochromatosis, steroids for sarcoidosis and Löffler's)
- diuretics cautiously — these patients are preload-dependent and over-diuresis causes hypotension
- rate control and anticoagulation for atrial fibrillation
- avoid digoxin in amyloidosis (increased toxicity)
- surgical resection for endomyocardial fibrosis
- transplantation in selected cases.
- Prognosis is generally poor.
Exertional syncope in a young person with a systolic murmur is hypertrophic cardiomyopathy until proved otherwise — and it is the leading cause of sudden death in young athletes. Do not attribute it to a "flow murmur" or dehydration. Perform an ECG and echocardiogram, take a family history of sudden death, advise against competitive sport pending assessment, and screen first-degree relatives. Every family member identified is a death potentially prevented.
Acute Pericarditis
Definition: inflammation of the pericardium. Diagnosis requires at least 2 of 4 criteria:
1. Characteristic chest pain — sharp, pleuritic, worse on inspiration and lying flat, RELIEVED BY SITTING FORWARD
2. Pericardial friction rub — a superficial scratchy sound, best heard at the left sternal edge with the patient leaning forward, and characteristically evanescent (may come and go within hours)
3. Characteristic ECG changes — WIDESPREAD (concave, "saddle-shaped") ST ELEVATION with PR DEPRESSION, not confined to a coronary territory
4. New or worsening pericardial effusion
Causes:
- Idiopathic / viral (the commonest in developed settings) — coxsackie, echovirus, adenovirus, influenza, HIV
- TUBERCULOSIS — the commonest identifiable cause in India and the leading cause of constriction
- Bacterial (purulent) — staphylococcal, pneumococcal; often from adjacent infection or septicaemia
- Post-myocardial infarction — early (epistenocardiac) and late (Dressler's syndrome, autoimmune, at 2–6 weeks)
- Uraemia — an indication for dialysis
- Malignancy — lung, breast, lymphoma, mesothelioma
- Autoimmune — SLE, rheumatoid arthritis, scleroderma
- Post-cardiac surgery or radiation; trauma; drugs (hydralazine, procainamide, isoniazid)
- Hypothyroidism (usually with effusion)
Distinguishing pericarditis from STEMI on ECG — a common and important problem:
| Feature | Pericarditis | STEMI |
|---|---|---|
| ST elevation | Widespread, concave ("saddle-shaped") | Localised to a territory, convex ("tombstone") |
| PR segment | DEPRESSED (and elevated in aVR) — highly specific | Normal |
| Reciprocal changes | Absent (except aVR and V1) | Present |
| Q waves | Absent | Develop |
| Evolution | Diffuse T inversion after ST normalises | T inversion while ST still elevated |
Management:
- NSAIDs or high-dose aspirin (preferred after myocardial infarction) as first-line, PLUS COLCHICINE — which significantly reduces recurrence and should be given routinely for several months
- restrict strenuous exercise until symptoms resolve and inflammatory markers normalise
- corticosteroids only for specific indications (autoimmune disease, uraemic pericarditis, or failure of first-line therapy), since steroids increase the risk of recurrence
- treat the underlying cause — antitubercular therapy with steroids for tuberculous pericarditis, drainage and antibiotics for purulent disease, dialysis for uraemia.
Pericardial Effusion
Accumulation of fluid in the pericardial space. The haemodynamic consequence depends on the RATE of accumulation, not the volume — a rapidly accumulating 200 mL can cause tamponade, while a slowly accumulating 1–2 litres may be tolerated because the pericardium stretches.
Features:
- may be asymptomatic
- dyspnoea, chest discomfort, muffled heart sounds, Ewart's sign (dullness with bronchial breathing below the left scapula from compression of the left lower lobe). Chest X-ray shows a globular, "water-bottle" cardiac silhouette (with a clear lung field, distinguishing it from heart failure)
- ECG shows low voltage complexes and, in large effusions, ELECTRICAL ALTERNANS (beat-to-beat variation in QRS amplitude as the heart swings within the fluid).
- Echocardiography is the definitive investigation.
Cardiac Tamponade
Definition: a life-threatening condition in which pericardial fluid raises intrapericardial pressure sufficiently to impair diastolic filling of the heart, reducing stroke volume and cardiac output.
Clinical features:
- BECK'S TRIAD: hypotension, raised JVP, and muffled heart sounds
- Tachycardia with a thready pulse; cool peripheries; oliguria
- PULSUS PARADOXUS — an inspiratory fall in systolic blood pressure of more than 10 mmHg (an exaggeration of the normal fall). It results from ventricular interdependence within a fixed pericardial space: inspiratory increase in right ventricular filling pushes the septum leftwards and reduces left ventricular filling.
- Raised JVP with a PROMINENT X DESCENT and an ABSENT Y DESCENT — because filling is restricted throughout diastole
- KUSSMAUL'S SIGN IS CHARACTERISTICALLY ABSENT in tamponade but PRESENT in constrictive pericarditis — a valuable discriminator
- Dyspnoea, agitation, and progression to shock and pulseless electrical activity
Investigations:
- ECHOCARDIOGRAPHY — urgent and diagnostic: pericardial effusion with diastolic collapse of the right atrium and right ventricle, a dilated non-collapsing inferior vena cava, and marked respiratory variation in mitral and tricuspid inflow. ECG — low voltage, electrical alternans.
- Do not delay treatment for imaging in a peri-arrest patient.
Management:
- URGENT PERICARDIOCENTESIS — the definitive, life-saving treatment, performed under echocardiographic guidance where possible; surgical drainage (subxiphoid window) for loculated, recurrent or malignant effusions and for purulent pericarditis.
- Intravenous fluids to maintain preload as a temporising measure.
- AVOID diuretics, vasodilators and positive-pressure ventilation, all of which reduce preload and can precipitate cardiovascular collapse.
- Send the fluid for cell count, protein, glucose, cytology, Gram stain, AFB with CBCNAAT, ADA and culture — the diagnostic yield is high and, in India, tuberculosis must always be sought.
- Treat the underlying cause and arrange follow-up; recurrence is common with malignancy.
Constrictive Pericarditis
Definition: a rigid, thickened, often calcified pericardium encases the heart and restricts diastolic filling. Unlike tamponade, filling in early diastole is unimpeded (the ventricle fills rapidly until it reaches the limit of the shell), then abruptly halts.
Causes:
- TUBERCULOSIS — the commonest cause in India and other endemic regions
- post-cardiac surgery
- mediastinal radiation
- recurrent viral or idiopathic pericarditis
- connective tissue disease
- uraemia
- purulent pericarditis.
Clinical features — predominantly RIGHT heart failure with a "normal-sized" heart:
- Marked raised JVP with PROMINENT X AND Y DESCENTS (the rapid y descent reflecting rapid early filling)
- KUSSMAUL'S SIGN — a paradoxical RISE in JVP on inspiration (the rigid pericardium prevents the right heart from accommodating increased venous return)
- PERICARDIAL KNOCK — an early diastolic sound as filling stops abruptly
- Hepatomegaly, ASCITES (often disproportionate to peripheral oedema), and peripheral oedema; cachexia in chronic cases
- Pulsus paradoxus is usually ABSENT or mild (in contrast to tamponade)
- Fatigue and exertional dyspnoea; atrial fibrillation
Investigations:
- chest X-ray — PERICARDIAL CALCIFICATION (best seen on the lateral film; virtually diagnostic when present, and classically tuberculous)
- ECG — low voltage, atrial fibrillation, non-specific T changes
- echocardiography — septal bounce, respiratory variation in ventricular filling, dilated IVC
- CT or cardiac MRI — the best demonstration of pericardial thickening and calcification
- cardiac catheterisation — equalisation of diastolic pressures with the "square root" or "dip and plateau" sign.
Management:
- PERICARDIECTOMY — the definitive and potentially CURATIVE treatment, and it should not be delayed until the patient is cachectic and has hepatic dysfunction, since operative mortality rises steeply with advanced disease.
- Antitubercular therapy with corticosteroids where tuberculosis is the cause — and in early tuberculous constriction, medical therapy alone may prevent progression. Diuretics provide symptomatic relief while awaiting surgery.
In cardiac tamponade, never give diuretics or vasodilators, and be extremely cautious with positive-pressure ventilation. The obstructed heart depends entirely on preload to maintain any output; reducing it precipitates immediate cardiovascular collapse. A hypotensive patient with a raised JVP and clear lungs needs fluid and a needle, not furosemide. Intubating such a patient before drainage has caused arrest on induction.
Definition
Atrial fibrillation (AF) is a supraventricular tachyarrhythmia characterised by uncoordinated atrial activation with consequent deterioration of atrial mechanical function. It is the commonest sustained arrhythmia, and its prevalence rises steeply with age.
ECG features: absent P waves, replaced by fibrillatory (f) waves; an irregularly irregular ventricular response; and a narrow QRS complex unless there is aberrancy or pre-existing bundle branch block.
Classification: paroxysmal (self-terminating within 7 days), persistent (> 7 days or requiring cardioversion), long-standing persistent (> 1 year), and permanent (accepted, with no further attempts at rhythm control).
Aetiology
Causes of atrial fibrillation — "PIRATES"
P = Pulmonary — pulmonary embolism, COPD, pneumonia
I = Ischaemia — coronary disease, myocardial infarction
R = RHEUMATIC HEART DISEASE — especially MITRAL STENOSIS; the leading cause in young Indian patients
A = Anaemia, Alcohol ("holiday heart"), Age
T = THYROTOXICOSIS — always check thyroid function in new AF
E = Elevated blood pressure (hypertension — the commonest cause overall), Electrolyte disturbance
S = Sepsis, Sleep apnoea, Surgery (especially cardiac)
Also: heart failure, cardiomyopathy, pericarditis, congenital heart disease, obesity, and "lone AF" with no identifiable cause.
Clinical Features
- Palpitations, breathlessness, fatigue, reduced exercise tolerance, chest discomfort, dizziness and syncope.
- May be entirely asymptomatic and detected incidentally — or present for the first time with a stroke.
- Irregularly irregular pulse with a pulse deficit (apical rate exceeding radial rate, because weak beats do not transmit to the periphery).
- Loss of the atrial contribution to ventricular filling (about 20–30% of cardiac output) causes marked deterioration in patients with stiff ventricles — which is why AF so often precipitates decompensation in mitral stenosis, HFpEF and hypertrophic cardiomyopathy.
- Complications: STROKE and systemic embolism (a fivefold increased risk), heart failure, and tachycardia-mediated cardiomyopathy.
Investigations
- ECG (and Holter or event monitoring for paroxysmal AF)
- thyroid function
- CBC, electrolytes, magnesium, renal and liver function
- echocardiography (valve disease — especially mitral stenosis, chamber size, LV function, left atrial thrombus on transoesophageal imaging)
- chest X-ray
- investigation for precipitants (sepsis, pulmonary embolism, alcohol, sleep apnoea).
Management — Three Decisions
1. ANTICOAGULATION — the decision that saves lives
Assess stroke risk with CHA₂DS₂-VASc:
CHA2DS2-VASc — stroke risk in non-valvular AF
C = Congestive heart failure / LV dysfunction — 1
H = Hypertension — 1
A = Age ≥ 75 — 2
D = Diabetes mellitus — 1
S = Stroke / TIA / thromboembolism — 2
V = Vascular disease — 1
A = Age 65–74 — 1
Sc = Sex category (female) — 1
Anticoagulate men scoring ≥ 2 and women scoring ≥ 3 (consider at 1 and 2 respectively). Assess bleeding risk with HAS-BLED — to identify and correct modifiable risk factors, NOT to withhold anticoagulation.
Choice of agent:
- DOACs (apixaban, rivaroxaban, dabigatran, edoxaban) are preferred in NON-VALVULAR AF — comparable or better efficacy, less intracranial haemorrhage, no monitoring, fewer interactions.
- WARFARIN (target INR 2–3) IS MANDATORY in "VALVULAR" AF — that is, MODERATE-TO-SEVERE RHEUMATIC MITRAL STENOSIS and MECHANICAL PROSTHETIC VALVES. DOACs are contraindicated in these settings. This distinction is of major importance in India, where rheumatic AF is common.
- Left atrial appendage occlusion for patients with a genuine contraindication to long-term anticoagulation.
- Aspirin is NOT an acceptable alternative for stroke prevention in AF — an outdated practice that persists and leaves patients unprotected.
2. RATE versus RHYTHM CONTROL
- Rate control is appropriate for most older, minimally symptomatic patients: beta-blockers or non-dihydropyridine calcium channel blockers (diltiazem, verapamil — avoid in heart failure) first-line; digoxin as an adjunct or in sedentary patients and those with heart failure. Target a resting rate under about 110 (lenient) or under 80 (strict) depending on symptoms.
- Rhythm control — preferred in younger patients, those with symptoms despite rate control, new-onset AF, heart failure, or where AF is precipitated by a reversible cause. Recent evidence (EAST-AFNET 4) supports early rhythm control within a year of diagnosis to improve outcomes.
- Cardioversion: electrical (synchronised DC) or pharmacological (flecainide or propafenone in structurally normal hearts; amiodarone where there is structural disease). If AF has lasted more than 48 hours or is of unknown duration, anticoagulate for at least 3 weeks beforehand and 4 weeks afterwards, OR exclude left atrial thrombus with transoesophageal echocardiography — otherwise cardioversion can dislodge thrombus and cause a stroke.
- Catheter ablation (pulmonary vein isolation) — highly effective for symptomatic paroxysmal AF, and superior to drugs in selected patients including those with heart failure.
Treat the Underlying Cause and Risk Factors
Thyrotoxicosis, hypertension, heart failure, valve disease, sleep apnoea, obesity, alcohol excess — aggressive risk factor management substantially reduces AF burden and recurrence after ablation.
Digoxin — Uses, Toxicity and Management
Mechanism: inhibits the Na⁺/K⁺-ATPase pump, raising intracellular sodium and thereby intracellular calcium (via the sodium-calcium exchanger) — producing a positive inotropic effect. It also increases vagal tone, slowing conduction through the AV node — which is the basis of its rate-controlling action.
Uses: rate control in atrial fibrillation (particularly with heart failure or in sedentary patients — note it controls resting but not exertional rate) and symptom control in HFrEF (it reduces hospitalisation but does not improve survival).
Digoxin has a NARROW THERAPEUTIC INDEX, and toxicity is common and frequently missed.
Factors precipitating toxicity:
- HYPOKALAEMIA — the most important (potassium competes with digoxin for the pump; hypokalaemia increases binding). Also hypomagnesaemia and hypercalcaemia.
- Renal impairment — digoxin is renally excreted; doses must be reduced. Elderly patients with unrecognised renal impairment are the classic victims.
- Drug interactions — amiodarone, verapamil, quinidine, spironolactone, macrolides and itraconazole all raise digoxin levels.
- Hypothyroidism; low body weight; hypoxia.
Clinical features of toxicity:
| System | Features |
|---|---|
| Gastrointestinal (earliest) | Anorexia, nausea, vomiting, abdominal pain, diarrhoea |
| Visual | XANTHOPSIA — yellow-green colour vision, halos around lights, blurred vision — classical and highly suggestive |
| Neurological | Confusion, delirium, fatigue, headache, dizziness; rarely seizures |
| CARDIAC — the dangerous manifestation | ANY arrhythmia can occur. Characteristic: atrial tachycardia WITH BLOCK, bidirectional ventricular tachycardia (almost pathognomonic), ventricular ectopics and bigeminy, all degrees of AV block, and bradyarrhythmias |
Note the "reverse tick" or "Salvador Dali" sagging ST depression is a sign of digoxin EFFECT, not toxicity — it occurs at therapeutic levels and does not require action.
Management of digoxin toxicity:
1. STOP digoxin.
2. Correct electrolytes — particularly potassium and magnesium. (Note: in acute massive overdose, hyperkalaemia occurs and is a marker of severity; calcium must be avoided in that setting because of the risk of precipitating fatal arrhythmia.)
3. Continuous cardiac monitoring; treat bradyarrhythmias with atropine and temporary pacing if needed.
4. DIGOXIN-SPECIFIC ANTIBODY FRAGMENTS (Fab, "Digibind") — the specific antidote, indicated for life-threatening arrhythmia, haemodynamic instability, severe hyperkalaemia, or massive ingestion. Response is rapid and dramatic.
5. Avoid class Ia antiarrhythmics and cardioversion where possible (which may precipitate ventricular fibrillation in the digoxin-toxic heart); use lidocaine or phenytoin for ventricular arrhythmias if required.
6. Dialysis is ineffective — digoxin has a large volume of distribution.
Suspect digoxin toxicity in any patient on digoxin who develops nausea, confusion or a new arrhythmia — especially if they are elderly, have renal impairment, or have recently been started on a diuretic, amiodarone or verapamil. The combination of digoxin plus a potassium-losing diuretic is one of the most common preventable causes of drug toxicity in medicine. Check potassium, magnesium, renal function and the digoxin level, and remember that toxicity can occur at "therapeutic" levels when the potassium is low.
Definition
Supraventricular tachycardias (SVTs) are tachyarrhythmias arising at or above the bundle of His, producing a narrow QRS complex (< 120 ms) unless there is aberrant conduction or pre-existing bundle branch block.
Classification
| Arrhythmia | Mechanism | ECG features |
|---|---|---|
| Sinus tachycardia | Physiological or secondary response | Rate 100–180, normal P waves preceding every QRS; gradual onset and offset. Always look for the CAUSE — fever, pain, anaemia, hypovolaemia, sepsis, thyrotoxicosis, anxiety, drugs |
| Atrial fibrillation | Multiple re-entrant wavelets | Absent P waves, irregularly irregular (see separate answer) |
| Atrial flutter | Macro-re-entrant circuit in the right atrium | "SAWTOOTH" FLUTTER WAVES, best seen in II, III, aVF; atrial rate ~300, commonly with 2:1 block giving a ventricular rate of ~150 — a regular rate of exactly 150 should always raise the suspicion of flutter |
| AVNRT (AV nodal re-entrant tachycardia) | Re-entry within the AV node — the commonest paroxysmal SVT | Regular, narrow complex, 140–250; P waves buried in or just after the QRS (pseudo-R' in V1); typically in young women, abrupt onset and offset |
| AVRT (AV re-entrant tachycardia) | Re-entry using an accessory pathway | Regular narrow complex (orthodromic) or broad complex (antidromic); in Wolff–Parkinson–White syndrome the resting ECG shows a short PR interval and a DELTA WAVE |
| Atrial tachycardia | Automatic or re-entrant atrial focus | Abnormal P wave morphology; "atrial tachycardia with block" suggests DIGOXIN TOXICITY |
| Multifocal atrial tachycardia | Multiple atrial foci | ≥ 3 different P wave morphologies; strongly associated with severe COPD |
Clinical Features
Palpitations of abrupt onset and offset ("like a switch"), chest discomfort, breathlessness, dizziness, anxiety, polyuria after termination (from atrial natriuretic peptide release), and syncope if the rate is very fast or there is structural disease. Patients frequently describe neck pulsation ("frog sign") in AVNRT, from atrial contraction against a closed tricuspid valve.
Haemodynamic instability — hypotension, altered consciousness, ischaemic chest pain, acute heart failure — defines the emergency and dictates immediate cardioversion.
Management of Acute SVT
Step 1 — Assess for haemodynamic instability
If unstable: IMMEDIATE SYNCHRONISED DC CARDIOVERSION (with sedation). Do not delay for drugs.
Step 2 — If stable: VAGAL MANOEUVRES first
- Valsalva manoeuvre — and specifically the MODIFIED Valsalva (strain while semi-recumbent, then immediately lie flat with passive leg raise), which is substantially more effective than the standard technique and should be the default.
- Carotid sinus massage — one side at a time, for 5–10 seconds. Contraindicated with a carotid bruit, recent stroke or TIA, or known carotid disease.
- These terminate AVNRT and AVRT by transiently blocking the AV node, breaking the re-entrant circuit.
Step 3 — Drug therapy
- ADENOSINE — the drug of choice. Given as a rapid intravenous bolus into a large proximal vein followed by an immediate saline flush, with continuous ECG recording. Its half-life is under 10 seconds.
- Warn the patient beforehand — it causes brief but very unpleasant flushing, chest tightness, dyspnoea and a sense of impending doom, which resolves within seconds.
- Contraindications: asthma (bronchospasm), second- or third-degree heart block, and sick sinus syndrome without a pacemaker. Its effect is potentiated by dipyridamole and antagonised by theophylline and caffeine.
- Adenosine is diagnostic as well as therapeutic: it terminates AVNRT and AVRT, and by transiently blocking AV conduction it unmasks the underlying atrial activity in atrial flutter and atrial tachycardia.
- If adenosine fails: verapamil or diltiazem, or a beta-blocker (never combine intravenous verapamil with a beta-blocker).
Step 4 — Long-term management
- Avoid precipitants — caffeine, alcohol, stimulants, sleep deprivation.
- Beta-blockers or calcium channel blockers for prophylaxis.
- CATHETER ABLATION — highly effective and potentially CURATIVE for AVNRT, AVRT and atrial flutter, with high success rates and low complication rates; it is now first-line for symptomatic recurrent SVT and is preferred to lifelong drug therapy in young patients.
In pre-excited atrial fibrillation (AF in Wolff–Parkinson–White syndrome — an irregular, broad, bizarre, very rapid tachycardia), AV NODAL BLOCKING DRUGS ARE CONTRAINDICATED. Adenosine, verapamil, diltiazem, beta-blockers and digoxin block the AV node and preferentially divert conduction down the accessory pathway, which has a shorter refractory period — accelerating the ventricular rate and precipitating ventricular fibrillation and death. The correct treatment is synchronised DC cardioversion, or procainamide or ibutilide if stable. Recognising the irregular broad-complex tachycardia is what saves the patient.
Antiarrhythmic Drugs — Vaughan Williams Classification
| Class | Mechanism | Examples | Key points |
|---|---|---|---|
| Ia | Sodium channel block, intermediate; prolongs action potential | Quinidine, procainamide, disopyramide | QT prolongation and torsades; drug-induced lupus (procainamide); rarely used now |
| Ib | Sodium channel block, fast; shortens action potential | Lidocaine, mexiletine, phenytoin | Acts preferentially on ischaemic/depolarised ventricular tissue; used in ventricular arrhythmias |
| Ic | Sodium channel block, slow; marked conduction slowing | Flecainide, propafenone | Effective for AF in structurally normal hearts; CONTRAINDICATED in structural or ischaemic heart disease (CAST trial showed increased mortality) |
| II | Beta-blockers | Metoprolol, bisoprolol, esmolol | Rate control, post-infarction, heart failure; the only class shown to reduce mortality broadly |
| III | Potassium channel block — prolong repolarisation | Amiodarone, sotalol, dofetilide, ibutilide | QT prolongation and torsades (except amiodarone, which rarely causes it) |
| IV | Calcium channel block (non-dihydropyridine) | Verapamil, diltiazem | Rate control; avoid in heart failure and with beta-blockers intravenously |
| Unclassified | Various | Adenosine, digoxin, magnesium, ivabradine | Adenosine for SVT; magnesium for torsades |
AMIODARONE — effective but toxic, and worth knowing in detail because it is so widely used:
- Effective for both atrial and ventricular arrhythmias, and safe in structural heart disease and heart failure — its major advantage.
- Very long half-life (weeks to months); extensive tissue distribution.
- Adverse effects: thyroid dysfunction (both hypo- and hyperthyroidism — it is iodine-rich), pulmonary fibrosis (the most feared), hepatotoxicity, corneal microdeposits (almost universal, usually harmless), slate-grey skin discoloration and photosensitivity, peripheral neuropathy, and bradycardia.
- Monitoring: thyroid and liver function every 6 months, chest X-ray, and ophthalmic review; warn about photosensitivity.
- Interactions: raises digoxin and warfarin levels substantially — reduce their doses when starting amiodarone.
Definition
Bradycardia is a heart rate below 60 beats per minute. It is pathological only when it causes symptoms or reflects underlying conduction disease — resting bradycardia is normal in athletes and during sleep.
Classification
1. Sinus node dysfunction (sick sinus syndrome)
- Sinus bradycardia, sinus pause or arrest, sinoatrial exit block
- TACHY-BRADY SYNDROME — alternating atrial tachyarrhythmia (usually AF) and bradycardia; treating the tachycardia unmasks or worsens the bradycardia, which is why these patients often need both a pacemaker and rate-controlling drugs
- Chronotropic incompetence — failure of the rate to rise appropriately with exercise
2. Atrioventricular block
| Degree | ECG | Clinical significance |
|---|---|---|
| First degree | PR interval > 200 ms, every P conducted | Benign; usually needs no treatment |
| Second degree, MOBITZ TYPE I (Wenckebach) | Progressive PR lengthening then a DROPPED beat; grouped beating | Block within the AV node; often vagal or drug-induced; usually benign, rarely progresses |
| Second degree, MOBITZ TYPE II | Constant PR interval with intermittent dropped beats; often with a broad QRS | Block BELOW the AV node (His-Purkinje); UNSTABLE — high risk of progression to complete block; requires PACING |
| 2:1 block | Alternate P waves conducted | Cannot classify as I or II from the ECG alone; treat as high risk if the QRS is broad |
| THIRD DEGREE (COMPLETE) | COMPLETE AV DISSOCIATION — P waves and QRS complexes entirely independent, with the atrial rate faster than the ventricular rate | Requires pacing |
Complete (third-degree) Heart Block
Definition: complete failure of conduction from atria to ventricles, so the ventricles are driven by an independent escape rhythm.
The escape rhythm determines the clinical picture:
| Escape site | QRS | Rate | Reliability |
|---|---|---|---|
| Junctional (AV nodal) | Narrow | 40–60 | More stable; responds to atropine |
| Ventricular (infranodal) | BROAD | 20–40 | Unstable, unreliable; does NOT respond to atropine; high risk of asystole |
Causes:
- Idiopathic fibrosis of the conduction system — Lev's disease (fibrosis of the fibrous skeleton, in the elderly) and Lenègre's disease (sclerodegenerative disease of the conduction system) — the commonest cause in older patients
- ISCHAEMIC — acute myocardial infarction: INFERIOR infarction causes block at the AV node (vagally mediated, narrow escape, often transient and atropine-responsive); ANTERIOR infarction causes block below the node from extensive septal necrosis (broad escape, unstable, poor prognosis, requires pacing)
- Drugs — beta-blockers, non-dihydropyridine calcium channel blockers, digoxin, amiodarone, ivabradine; and drug toxicity, especially digoxin
- Infective — rheumatic fever, DIPHTHERIA (an important and preventable cause in India), infective endocarditis with aortic root abscess, Lyme disease, Chagas disease, viral myocarditis
- Infiltrative — sarcoidosis, amyloidosis, haemochromatosis
- Congenital complete heart block — associated with maternal anti-Ro/La antibodies (neonatal lupus)
- Iatrogenic — cardiac surgery, catheter ablation, TAVI
- Metabolic — hyperkalaemia, hypothyroidism, hypothermia
- Increased vagal tone — athletes, sleep, vasovagal episodes
Clinical features:
- Fatigue, dizziness, exertional breathlessness, reduced exercise tolerance, confusion in the elderly
- STOKES–ADAMS ATTACKS — sudden transient loss of consciousness without warning, with pallor during the episode and flushing on recovery as circulation is restored; there is no aura and no post-ictal confusion, which distinguishes it from a seizure (though a prolonged pause may cause convulsive movements)
- Sudden cardiac death from asystole or ventricular arrhythmia
- Signs: slow, regular pulse (typically 30–40); CANNON 'a' WAVES in the JVP (right atrial contraction against a closed tricuspid valve) — a classic and highly specific sign of AV dissociation; VARIABLE INTENSITY OF THE FIRST HEART SOUND; wide pulse pressure; and sometimes a systolic murmur from increased stroke volume
Investigations
- 12-lead ECG — the diagnosis; assess the escape rhythm and QRS width.
- Ambulatory monitoring (Holter, event recorder, implantable loop recorder) for intermittent symptoms.
- Electrolytes — especially POTASSIUM, calcium and magnesium; renal function; thyroid function; digoxin level; cardiac troponin.
- Echocardiography — structural disease, infiltration, LV function.
- Investigate the cause — ischaemia, sarcoidosis (with cardiac MRI or PET), infective endocarditis (a new conduction defect in endocarditis indicates root abscess and mandates urgent surgical consideration), Lyme serology where relevant.
Management
1. Acute — for symptomatic or haemodynamically compromising bradycardia
- Airway, breathing, circulation; oxygen; intravenous access; continuous ECG monitoring.
- ATROPINE — first-line; effective for nodal block (narrow QRS escape) but often ineffective in infranodal block, and it may paradoxically worsen the situation by increasing atrial rate without improving conduction.
- If atropine fails: transcutaneous pacing (with analgesia and sedation — it is painful), and/or isoprenaline, adrenaline or dopamine infusion as a bridge.
- TEMPORARY TRANSVENOUS PACING for persistent haemodynamically significant block.
- STOP the offending drugs — beta-blockers, calcium channel blockers, digoxin; give specific antidotes (glucagon for beta-blocker overdose, calcium for calcium channel blocker overdose, digoxin Fab fragments for digoxin toxicity).
- Correct hyperkalaemia and other metabolic causes — a critical and easily reversible cause.
- Reperfusion for acute myocardial infarction.
2. Definitive — PERMANENT PACEMAKER
Indications:
- Third-degree (complete) AV block — symptomatic, or with a broad-complex or slow escape, or with asystolic pauses
- Mobitz type II second-degree block (regardless of symptoms)
- Symptomatic sinus node dysfunction, including tachy-brady syndrome requiring rate-controlling drugs
- Symptomatic bradycardia from an essential drug that cannot be withdrawn
- Alternating bundle branch block; block after anterior myocardial infarction
- Carotid sinus hypersensitivity with recurrent syncope
Do NOT pace reversible causes — drug-induced block, hyperkalaemia, hypothyroidism, Lyme carditis, or block complicating inferior infarction (which usually resolves) — until the cause has been treated and the block persists.
Pacemaker considerations: single-chamber (VVI) versus dual-chamber (DDD, which preserves AV synchrony and reduces "pacemaker syndrome"); conduction system pacing (His bundle or left bundle branch area pacing) is increasingly preferred to avoid the LV dysfunction that can follow chronic right ventricular apical pacing.
Distinguish Mobitz type I from Mobitz type II — the management is completely different. Wenckebach (type I) is usually a benign, often vagal, nodal phenomenon requiring nothing more than observation and drug review. Mobitz type II signals disease below the AV node in the His-Purkinje system, and can progress without warning to complete heart block and asystole — it requires admission, monitoring and pacing, even in an asymptomatic patient. Mistaking one for the other, or dismissing "just a dropped beat", is a well-recognised route to a preventable death.
Definition
Cardiac arrest is the abrupt cessation of effective cardiac mechanical activity, confirmed by unresponsiveness, absent normal breathing (or only agonal gasps), and absent central pulse. Without immediate intervention, irreversible brain injury begins within 4–6 minutes.
RHYTHMS of Cardiac Arrest
| Category | Rhythms | Treatment |
|---|---|---|
| SHOCKABLE | Ventricular fibrillation (VF); pulseless ventricular tachycardia (pVT) | IMMEDIATE DEFIBRILLATION — the only intervention that reliably terminates these rhythms |
| NON-SHOCKABLE | Pulseless electrical activity (PEA); asystole | CPR and treatment of the reversible cause — defibrillation is useless |
VF is the commonest initial rhythm in out-of-hospital arrest from ischaemic heart disease, and carries the best prognosis — but it degenerates to asystole with time, which is why early defibrillation is the single most important determinant of survival.
REVERSIBLE CAUSES — THE 4 Hs AND 4 Ts
The 4 Hs and 4 Ts — reversible causes of cardiac arrest
Hypoxia — secure the airway, ventilate with high-flow oxygen
Hypovolaemia — haemorrhage, dehydration, sepsis, anaphylaxis: fluids and blood; control bleeding
Hypo/HYPERkalaemia and other metabolic — hyperkalaemia is a major cause in renal failure; give calcium, insulin-dextrose; also hypoglycaemia, hypocalcaemia, acidosis
Hypothermia — rewarm; prolonged resuscitation is justified ("not dead until warm and dead")
Thrombosis — coronary (myocardial infarction) or pulmonary (massive PE); consider thrombolysis and prolonged CPR
Tension pneumothorax — immediate needle decompression and chest drain
Tamponade (cardiac) — pericardiocentesis or thoracotomy
Toxins — drug overdose; specific antidotes (naloxone, digoxin Fab, glucagon, lipid emulsion, bicarbonate for tricyclics)
The Chain of Survival
1. Early recognition and call for help
2. Early high-quality CPR
3. Early defibrillation
4. Post-resuscitation care
Basic Life Support
1. Ensure safety of rescuer and victim.
2. Check responsiveness — shake and shout.
3. Open the airway (head tilt–chin lift; jaw thrust if cervical spine injury is suspected) and check breathing for no more than 10 seconds. Agonal gasping is NOT normal breathing and must not delay CPR — this is a common and fatal error.
4. Call for help and get a defibrillator.
Start Chest Compressions Immediately:
- Centre of the chest, lower half of the sternum
- Depth 5–6 cm; rate 100–120 per minute
- Allow FULL chest recoil between compressions
- MINIMISE INTERRUPTIONS — aim for a chest compression fraction above 60–80%
- Change the compressor every 2 minutes to prevent fatigue-related deterioration in quality
6. Compression:ventilation ratio 30:2 for untrained or single rescuers without an advanced airway; continuous compressions with asynchronous ventilation once an advanced airway is placed.
7. Compression-only CPR is acceptable and encouraged for untrained bystanders and where there is reluctance to give mouth-to-mouth — it is far better than no CPR.
Advanced Life Support
Shockable rhythm (VF/pVT):
- Defibrillate immediately — biphasic energy per device recommendation — and resume compressions immediately without a pulse check.
- 2 minutes of CPR, then rhythm check and further shock if indicated.
- Adrenaline after the third shock, then every 3–5 minutes.
- Amiodarone after the third shock (lidocaine as an alternative).
- Continue the 2-minute cycles; treat reversible causes throughout.
Non-shockable rhythm (PEA/asystole):
- Adrenaline as soon as possible, then every 3–5 minutes.
- CPR in 2-minute cycles with rhythm checks.
- Aggressively identify and treat the 4 Hs and 4 Ts — this is where survival lies, since there is no shock to give.
Airway and adjuncts: bag-mask ventilation initially; supraglottic airway or tracheal intubation by a skilled operator without interrupting compressions; waveform capnography — which confirms tube placement, monitors CPR quality (a rising ETCO₂ indicates better perfusion), and provides the earliest sign of return of spontaneous circulation (a sudden rise in ETCO₂).
Access: intravenous, or intraosseous if intravenous access is delayed or impossible.
POST-RESUSCITATION CARE (after return of spontaneous circulation)
- Airway and ventilation: aim for normoxia (SpO2 94–98% — AVOID hyperoxia, which worsens reperfusion injury) and normocapnia.
- Circulation: treat hypotension with fluids, inotropes and vasopressors; 12-lead ECG and urgent coronary angiography with PCI if a coronary cause is suspected.
- Targeted temperature management and strict avoidance of fever — hyperthermia after arrest worsens neurological outcome.
- Control seizures; maintain normoglycaemia; correct electrolytes.
- Neurological prognostication is deferred for at least 72 hours (and longer if sedation or hypothermia has been used) — early pessimism is unreliable and self-fulfilling.
- Identify and treat the underlying cause; consider ICD for survivors of VF/VT arrest not due to a reversible cause.
When to Stop
Decisions consider the duration of arrest, downtime before CPR, the initial rhythm, the response to resuscitation, end-tidal CO₂, comorbidity and the underlying cause. Prolonged resuscitation is justified in hypothermia, drowning, drug overdose, pregnancy and in children — and in thrombolysis for suspected pulmonary embolism, where CPR may be continued for 60–90 minutes.
The two things that save lives in cardiac arrest are HIGH-QUALITY CHEST COMPRESSIONS and EARLY DEFIBRILLATION — not drugs. Adrenaline improves return of spontaneous circulation but has never been shown to improve neurologically intact survival. Every second spent on intubation attempts, drug preparation or pulse checks is a second without perfusion. Push hard, push fast, allow full recoil, minimise interruptions, and shock as soon as the defibrillator arrives.
Definition and Significance
The jugular venous pressure (JVP) is the vertical height of the column of blood in the internal jugular vein above the sternal angle, and reflects right atrial pressure — and therefore the filling pressure of the right heart. It is one of the most informative signs in clinical medicine, and one of the most poorly performed.
Why the INTERNAL jugular vein is used: it has no valves and lies in direct continuity with the right atrium, so it acts as a manometer. The external jugular vein is valved, tortuous and easily kinked, making it unreliable — though its distension may be used as a crude screen.
Technique
1. Patient reclined at 45 degrees, head turned slightly away from the side being examined, with the neck muscles relaxed.
2. Observe the right internal jugular vein, which lies deep to the sternocleidomastoid between its two heads — you observe the pulsation transmitted to the skin, not the vein itself.
3. Use tangential lighting, and measure the vertical height above the sternal angle.
4. Normal: 3–4 cm above the sternal angle (equivalent to a right atrial pressure of about 8–9 cm of blood, since the sternal angle lies roughly 5 cm above the right atrium).
Distinguishing Venous from Arterial Pulsation
| Feature | JVP (venous) | Carotid (arterial) |
|---|---|---|
| Waveform | Double (biphasic) per cardiac cycle | Single |
| Palpability | NOT palpable | Palpable |
| Effect of pressure at the base of the neck | Obliterated | Not obliterated |
| Effect of respiration | Falls on inspiration (normally) | No change |
| Effect of position | Varies with posture | No change |
| Hepatojugular reflux | Rises | No change |
| Character | Diffuse, undulating, inward movement dominant | Sharp, outward thrust |
The Waveform
| Wave | Cause | Abnormalities |
|---|---|---|
| a wave | Right ATRIAL CONTRACTION (presystolic) | Absent in ATRIAL FIBRILLATION; large ("giant") a waves in tricuspid stenosis, pulmonary stenosis, pulmonary hypertension, right ventricular hypertrophy; CANNON a waves when the atrium contracts against a closed tricuspid valve — complete heart block (irregular cannon waves), ventricular tachycardia, junctional rhythm |
| x descent | Atrial relaxation and downward movement of the tricuspid ring in systole | Prominent in CARDIAC TAMPONADE and constrictive pericarditis; absent in tricuspid regurgitation |
| c wave | Bulging of the closed tricuspid valve into the atrium at the onset of ventricular systole | Rarely visible clinically |
| v wave | Atrial FILLING against a closed tricuspid valve | LARGE ("giant") v waves in TRICUSPID REGURGITATION — the systolic wave replaces the x descent, producing a prominent systolic pulsation ("cv" or "ventricularised" wave) |
| y descent | Tricuspid valve opens; rapid ventricular filling | SHARP/PROMINENT in CONSTRICTIVE PERICARDITIS and tricuspid regurgitation; SLOW or ABSENT in CARDIAC TAMPONADE and tricuspid stenosis |
The single most useful discriminator between tamponade and constriction: in tamponade the y descent is absent (filling is restricted throughout diastole), while in constriction the y descent is sharp and prominent (early filling is rapid until the rigid shell is reached).
Causes of a Raised JVP
- Right heart failure — from left heart failure, cor pulmonale, right ventricular infarction
- Fluid overload — excessive infusion, renal failure
- Tricuspid valve disease — regurgitation (giant v waves) and stenosis (giant a waves, slow y descent)
- CARDIAC TAMPONADE — with pulsus paradoxus and absent y descent
- CONSTRICTIVE PERICARDITIS — with Kussmaul's sign, prominent x and y descents, and pericardial knock
- Pulmonary hypertension and pulmonary embolism
- Superior vena cava obstruction — but here the JVP is RAISED AND NON-PULSATILE, with fixed distended neck veins, facial plethora and dilated chest wall collaterals — a key distinction
- Restrictive cardiomyopathy; complete heart block (cannon waves)
Causes of a LOW JVP: hypovolaemia — haemorrhage, dehydration, over-diuresis, third-space loss.
Special Signs
- KUSSMAUL'S SIGN — a PARADOXICAL RISE in JVP on inspiration (normally it falls, as negative intrathoracic pressure draws blood into the chest). Occurs when the right heart cannot accommodate increased venous return: CONSTRICTIVE PERICARDITIS (classical), restrictive cardiomyopathy, right ventricular infarction, severe right heart failure, and tricuspid stenosis. It is characteristically ABSENT in cardiac tamponade.
- Hepatojugular (abdominojugular) reflux — firm pressure over the right upper quadrant for 10–15 seconds produces a sustained rise in JVP of more than 3 cm, indicating that the right ventricle cannot accommodate the increased venous return; a sensitive sign of right heart failure and raised filling pressures.
- Pulsus paradoxus is measured with the sphygmomanometer, not seen in the JVP, but is closely associated — an inspiratory fall in systolic pressure of more than 10 mmHg in tamponade, severe asthma, COPD and massive pulmonary embolism.
The JVP is the cheapest and most informative haemodynamic monitor available at the bedside. In a breathless patient it distinguishes cardiac from respiratory causes; in a hypotensive patient it distinguishes hypovolaemia (low JVP) from cardiogenic or obstructive shock (raised JVP) — a distinction that determines whether the patient receives fluid or a needle. And a raised JVP with clear lung fields in a hypotensive patient with inferior infarction means right ventricular infarction, in which fluids help and nitrates kill. Learn to see it properly; no scan replaces it.
Definition
Cyanosis is the bluish discoloration of the skin and mucous membranes resulting from an increased absolute concentration of deoxygenated (reduced) haemoglobin — conventionally more than 5 g/dL — in the capillary blood, or from the presence of abnormal haemoglobin pigments.
The critical point is that it depends on the ABSOLUTE amount of deoxygenated haemoglobin, not on the percentage saturation. Two consequences follow, and they are the most examined aspect of the topic:
- In POLYCYTHAEMIA, cyanosis appears EARLY and at a higher oxygen saturation, because 5 g/dL of deoxyhaemoglobin is reached more readily when total haemoglobin is high.
- In SEVERE ANAEMIA, cyanosis may NEVER appear, even with profound hypoxaemia — a patient with a haemoglobin of 5 g/dL cannot generate 5 g/dL of deoxyhaemoglobin. Absence of cyanosis therefore never excludes hypoxia.
Classification
| Feature | CENTRAL cyanosis | PERIPHERAL cyanosis |
|---|---|---|
| Mechanism | Reduced arterial oxygen saturation or abnormal haemoglobin | Normal arterial saturation with increased peripheral oxygen extraction due to reduced blood flow |
| Sites affected | TONGUE, buccal mucosa, lips, conjunctivae — and also the extremities | Extremities only — fingers, toes, nose, ears; TONGUE AND MUCOSAE ARE SPARED |
| Temperature of extremities | WARM | COLD |
| Effect of warming the part | No change | IMPROVES |
| Arterial PaO2 / SpO2 | REDUCED | NORMAL |
| Effect of oxygen | Improves (except in shunts and methaemoglobinaemia) | No change |
| Clubbing | May be present (cyanotic heart disease, lung disease) | Absent |
Examine the tongue and buccal mucosa — this is the single most reliable way to distinguish central from peripheral cyanosis, since these are warm, highly vascular and unaffected by peripheral vasoconstriction.
Causes
Central Cyanosis:
1. Reduced inspired oxygen — high altitude
2. Respiratory disease with hypoxaemia:
- Ventilation-perfusion mismatch — COPD, pneumonia, asthma, pulmonary embolism (the commonest mechanism)
- Hypoventilation — respiratory depression, neuromuscular disease, obesity hypoventilation
- Diffusion impairment — interstitial lung disease, pulmonary oedema
- Shunt — ARDS, lobar collapse, pulmonary arteriovenous malformation
3. Cardiac — RIGHT-TO-LEFT SHUNT (characteristically does not improve with 100% oxygen):
- Tetralogy of Fallot (the commonest cyanotic congenital heart disease beyond infancy)
- Transposition of the great arteries, tricuspid atresia, truncus arteriosus, total anomalous pulmonary venous connection
- EISENMENGER SYNDROME — reversal of a left-to-right shunt (VSD, ASD, PDA) once pulmonary hypertension exceeds systemic pressure. In patent ductus arteriosus with Eisenmenger physiology, the cyanosis and clubbing are DIFFERENTIAL — affecting the toes but not the fingers, because desaturated blood enters the aorta distal to the origin of the head and arm vessels
4. Abnormal haemoglobins:
- METHAEMOGLOBINAEMIA — slate-grey cyanosis, unresponsive to oxygen, with a NORMAL PaO2 and a "saturation gap"; chocolate-brown blood. Causes: dapsone, local anaesthetics (prilocaine, benzocaine), nitrates and nitrites, aniline dyes, naphthalene, and contaminated well water in infants
- Sulfhaemoglobinaemia
5. Massive pulmonary embolism; severe pulmonary hypertension
Peripheral Cyanosis:
- Reduced cardiac output — heart failure, shock of any cause
- Cold exposure — physiological vasoconstriction (the commonest cause overall)
- Arterial occlusion — peripheral arterial disease, embolism, Raynaud's phenomenon
- Venous obstruction — deep vein thrombosis, superior vena cava obstruction
- Increased blood viscosity — polycythaemia
- All causes of central cyanosis also produce peripheral cyanosis
Clinical Assessment
History: duration (lifelong suggests congenital heart disease; acute suggests embolism, pneumothorax or methaemoglobinaemia), exertional symptoms, squatting in children (characteristic of tetralogy of Fallot), smoking and occupational exposure, drug and chemical exposure (methaemoglobinaemia), and family history.
Examination:
- distinguish central from peripheral by examining the tongue
- assess clubbing (present in cyanotic congenital heart disease, bronchiectasis, lung abscess, ILD and lung cancer — but NOT in uncomplicated COPD)
- examine for differential cyanosis
- assess respiratory and cardiovascular systems
- look for polycythaemia (plethoric facies, conjunctival suffusion) as a consequence of chronic hypoxia.
Investigations
- Pulse oximetry — a rapid screen. Note that it is falsely NORMAL in methaemoglobinaemia (plateauing around 85%) and falsely HIGH in carbon monoxide poisoning, because it cannot distinguish these pigments from oxyhaemoglobin.
- ARTERIAL BLOOD GAS — essential: measures PaO2 directly. A normal PaO2 with clinical cyanosis and a low measured saturation ("saturation gap") indicates an abnormal haemoglobin — methaemoglobinaemia.
- CO-OXIMETRY — measures methaemoglobin and carboxyhaemoglobin directly; the definitive test.
- CBC — polycythaemia (chronic hypoxia) or anaemia.
- Chest X-ray, ECG and echocardiography — for cardiac and respiratory causes; bubble contrast echocardiography to demonstrate a right-to-left shunt.
- THE HYPEROXIA TEST — administer 100% oxygen: PaO2 rises substantially in respiratory disease, but fails to rise significantly with a fixed right-to-left cardiac shunt. A simple bedside test that separates cardiac from pulmonary cyanosis.
- Pulmonary function tests, CT pulmonary angiography, and cardiac catheterisation as indicated.
Management
Treat the underlying cause — this is the whole of management:
- Oxygen therapy for hypoxaemic respiratory disease (with caution in COPD with CO2 retention — target 88–92%)
- Bronchodilators, antibiotics, ventilatory support as appropriate
- Anticoagulation or thrombolysis for pulmonary embolism
- Surgical or transcatheter correction of congenital heart disease; management of Eisenmenger syndrome with pulmonary vasodilators (and avoidance of pregnancy, which carries very high mortality)
- METHAEMOGLOBINAEMIA: remove the offending agent and give METHYLENE BLUE (contraindicated in G6PD deficiency, where ascorbic acid or exchange transfusion is used instead)
- Peripheral cyanosis: warm the part, improve cardiac output, treat arterial or venous obstruction
Cyanosis that does not improve with oxygen has three main explanations, and all are dangerous: a fixed right-to-left cardiac shunt, methaemoglobinaemia, and severe pulmonary shunting. In a patient who is cyanosed with a normal PaO2 on blood gas but a low pulse oximeter reading, think methaemoglobinaemia immediately — ask about dapsone, local anaesthetics and nitrites, look for chocolate-brown blood, and send a co-oximetry sample. It is rapidly reversible with methylene blue, and rapidly fatal if missed.
Peripheral Arterial Disease — Definition
Peripheral arterial disease (PAD) is obstruction of arterial blood supply to the limbs, most often from atherosclerosis of the lower limb arteries. It is both a cause of limb morbidity and, more importantly, a marker of generalised atherosclerosis — patients with PAD have a markedly increased risk of myocardial infarction and stroke, and most die of cardiovascular causes rather than of limb disease.
Causes of Obstructive Peripheral Vascular Disease
| Category | Causes |
|---|---|
| Atherosclerotic (commonest) | Smoking (the strongest risk factor), diabetes mellitus, hypertension, dyslipidaemia, age, male sex, chronic kidney disease, hyperhomocysteinaemia |
| Inflammatory (vasculitis) | THROMBOANGIITIS OBLITERANS (BUERGER'S DISEASE) — see below; Takayasu arteritis (young women, upper limb and aortic involvement — important in India); giant cell arteritis; polyarteritis nodosa; connective tissue disease |
| Embolic | Cardiac source — atrial fibrillation, mural thrombus after infarction, endocarditis, atrial myxoma, prosthetic valve; atheroembolism from proximal plaque or aneurysm ("blue toe syndrome") |
| Thrombotic | Thrombosis on an existing plaque; hypercoagulable states — antiphospholipid syndrome, malignancy, polycythaemia, thrombophilia |
| Traumatic and iatrogenic | Arterial injury, catheterisation, intra-arterial injection |
| Structural | Popliteal entrapment syndrome, cystic adventitial disease, fibromuscular dysplasia, coarctation of the aorta |
| Vasospastic | Raynaud's phenomenon; ergotism; cocaine |
Clinical Features of Chronic Pad
- INTERMITTENT CLAUDICATION — cramping muscular pain precipitated by walking a reproducible distance and relieved within minutes by rest. The site indicates the level of disease: calf claudication → superficial femoral artery; thigh → common femoral or external iliac; buttock → aorto-iliac.
- LERICHE SYNDROME — aorto-iliac occlusion causing the triad of buttock and thigh claudication, absent femoral pulses, and erectile dysfunction.
- CRITICAL LIMB ISCHAEMIA — rest pain (typically nocturnal, in the forefoot, relieved by hanging the leg over the edge of the bed), ulceration and gangrene; indicates a threatened limb.
- Signs: absent or diminished pulses, cool pale limb, hair loss, shiny atrophic skin, thickened nails, prolonged capillary refill, arterial ulcers (painful, punched-out, on the toes, heel and lateral malleolus), Buerger's test (elevation pallor with dependent rubor), and reduced venous filling.
Fontaine classification: I — asymptomatic; II — intermittent claudication; III — rest pain; IV — ulceration or gangrene.
Arterial versus venous ulcers — a standard comparison:
| Feature | Arterial ulcer | Venous ulcer |
|---|---|---|
| Site | Toes, heel, lateral malleolus, pressure points | Medial malleolus ("gaiter" area) |
| Edge | Punched-out, regular | Sloping, irregular |
| Base | Pale, necrotic, poor granulation | Granulating, sloughy |
| Pain | Severe, worse on elevation and at night | Less painful, relieved by elevation |
| Surrounding skin | Cold, shiny, hairless, atrophic | Warm, oedema, haemosiderin pigmentation, lipodermatosclerosis, varicose eczema |
| Pulses | Absent | Present |
| Treatment | Revascularisation | COMPRESSION bandaging (after excluding arterial disease) |
Thromboangiitis Obliterans (buerger's Disease)
A non-atherosclerotic, segmental, inflammatory occlusive disease of small and medium arteries and veins of the limbs, with a strong and essentially obligatory association with TOBACCO USE. It typically affects young men (under 45), and is notably common in India, the Middle East and South-East Asia — where heavy smoking and bidi use begin early.
Features:
- distal ischaemia of the hands and feet with claudication of the foot arch and calf, rest pain, digital ulceration and gangrene
- migratory superficial thrombophlebitis (a highly characteristic feature)
- Raynaud's phenomenon
- normal proximal pulses with absent distal pulses. Angiography shows segmental occlusions with "corkscrew" collaterals and normal proximal vessels.
Management: ABSOLUTE AND COMPLETE CESSATION OF ALL TOBACCO — this is the only effective treatment, and continued smoking (even a few cigarettes, or smokeless tobacco) leads inexorably to amputation. Supportive care with wound management, analgesia, iloprost for critical ischaemia, and sympathectomy or bypass in selected patients — but no intervention substitutes for stopping tobacco.
Raynaud's Phenomenon
Definition: episodic, reversible vasospasm of the digital arteries and arterioles, provoked by cold or emotional stress, producing the classic TRIPHASIC COLOUR CHANGE:
1. WHITE (pallor) — vasospasm and ischaemia
2. BLUE (cyanosis) — deoxygenation of static blood
3. RED (rubor) — reactive hyperaemia on rewarming, often with burning pain and tingling
| Feature | PRIMARY (Raynaud's disease) | SECONDARY (Raynaud's phenomenon) |
|---|---|---|
| Frequency | ~80–90% of cases | 10–20% |
| Age at onset | Young (15–30), female | Older (> 30) |
| Symmetry | Symmetrical, bilateral | Often asymmetrical |
| Tissue damage | NONE — no ulcers, no gangrene | Digital ulceration, pitting scars, GANGRENE |
| Nailfold capillaroscopy | NORMAL | ABNORMAL — dilated and dropped-out capillaries |
| Autoantibodies (ANA) | Negative | Positive |
| Underlying disease | None | Present |
Causes of secondary Raynaud's:
- Connective tissue disease — SYSTEMIC SCLEROSIS (the commonest and most important; Raynaud's is often the first symptom, preceding other features by years), SLE, mixed connective tissue disease, dermatomyositis, rheumatoid arthritis, Sjögren's syndrome
- Occupational — VIBRATION WHITE FINGER from prolonged use of vibrating tools; cold exposure
- Obstructive arterial disease — atherosclerosis, Buerger's disease, thoracic outlet syndrome, cervical rib
- Drugs — beta-blockers, ergotamine, methysergide, cisplatin, bleomycin, ciclosporin, sympathomimetics
- Haematological — cryoglobulinaemia, cold agglutinin disease, polycythaemia, paraproteinaemia
- Others — hypothyroidism, hepatitis B and C, malignancy
Investigations
- Ankle-brachial pressure index (ABPI) — the key bedside test for PAD: normal 0.9–1.3; claudication 0.4–0.9; critical ischaemia < 0.4. Beware falsely HIGH or normal values (> 1.3) in DIABETICS and CKD from medial arterial calcification, which makes the vessels incompressible — use toe-brachial index or Doppler waveform analysis instead.
- Duplex ultrasound — first-line imaging; CT or MR angiography for planning intervention; catheter angiography where intervention is intended.
- Exercise treadmill testing with post-exercise ABPI where the diagnosis is uncertain.
- For Raynaud's: nailfold capillaroscopy (the key discriminator), ANA and extractable nuclear antigens, ESR, CBC, thyroid function, cryoglobulins, and hepatitis serology.
- Cardiovascular risk assessment for all — lipids, glucose and HbA1c, renal function, ECG.
Management
Peripheral arterial disease:
1. RISK FACTOR MODIFICATION — the priority, because these patients die of heart attacks and strokes, not of their legs: smoking cessation (the single most important intervention), statin therapy for all, antiplatelet therapy, blood pressure and diabetes control.
2. SUPERVISED EXERCISE PROGRAMME — the most effective treatment for claudication, improving walking distance as much as revascularisation in many patients by promoting collateral development. Consistently under-prescribed.
3. Cilostazol for symptomatic claudication (contraindicated in heart failure).
4. Foot care — daily inspection, appropriate footwear, prompt treatment of injury and infection; podiatry, particularly in diabetics.
5. REVASCULARISATION — angioplasty with or without stenting, or surgical bypass — for critical limb ischaemia, disabling claudication refractory to conservative treatment, and tissue loss.
6. Amputation — for irreversible gangrene, uncontrolled infection or intractable pain.
Raynaud's phenomenon:
- Keep the whole body warm, not just the hands — gloves, layers, hand warmers; avoid sudden cold exposure.
- STOP SMOKING — absolutely essential; avoid beta-blockers and other precipitating drugs.
- Calcium channel blockers (nifedipine, amlodipine) — first-line drug treatment.
- Phosphodiesterase-5 inhibitors (sildenafil); topical nitrates; ARBs and SSRIs as alternatives.
- Severe or ulcerating disease: intravenous iloprost, bosentan (which prevents new digital ulcers in systemic sclerosis), digital sympathectomy, botulinum toxin injection.
- Treat the underlying disease in secondary Raynaud's, and monitor for evolving connective tissue disease.
Acute limb ischaemia is a surgical emergency — the "6 Ps": Pain, Pallor, Pulselessness, Paraesthesia, Paralysis and Perishing cold. The onset of paraesthesia and paralysis signals a threatened limb with only hours of viability, and demands immediate heparinisation and urgent vascular surgical referral for embolectomy, thrombolysis or bypass. Do not wait for imaging to give heparin, and do not elevate the limb. Delay of a few hours is the difference between a salvaged limb and an amputation.
Definition
Chronic kidney disease (CKD) is defined as abnormalities of kidney structure or function present for more than 3 months, with implications for health. It requires either:
- GFR < 60 mL/min/1.73 m², or
- Markers of kidney damage — albuminuria (ACR ≥ 30 mg/g), urinary sediment abnormalities, electrolyte abnormalities from tubular disorders, histological or structural abnormality, or history of transplantation
Staging (KDIGO) is by BOTH GFR and albuminuria, because albuminuria independently predicts progression and cardiovascular risk:
| GFR stage | GFR (mL/min/1.73 m²) | Albuminuria stage | ACR (mg/g) |
|---|---|---|---|
| G1 | ≥ 90 (with damage) | A1 | < 30 (normal to mildly increased) |
| G2 | 60–89 (with damage) | A2 | 30–300 (moderately increased) |
| G3a | 45–59 | A3 | > 300 (severely increased) |
| G3b | 30–44 | ||
| G4 | 15–29 | ||
| G5 | < 15 (kidney failure) |
Aetiology
- Diabetic nephropathy — the leading cause worldwide and in India, reflecting the diabetes epidemic
- Hypertensive nephrosclerosis — the second commonest
- Chronic glomerulonephritis — IgA nephropathy, focal segmental glomerulosclerosis, membranous nephropathy
- Chronic interstitial nephritis — analgesic nephropathy, NSAIDs, and traditional and herbal remedies containing heavy metals or aristolochic acid, which is a significant and under-recognised cause in India
- Obstructive uropathy — benign prostatic hyperplasia, stones, malignancy
- Polycystic kidney disease and other hereditary disorders (Alport syndrome)
- Reflux nephropathy and recurrent pyelonephritis
- Systemic disease — SLE, vasculitis, myeloma, amyloidosis
- CKD of unknown aetiology (CKDu) — an important cluster in agricultural communities of Andhra Pradesh, Odisha and elsewhere, attributed to heat stress, dehydration and possibly agrochemical exposure
Clinical Features
CKD is silent until advanced — most patients are asymptomatic until stage 4–5, which is why screening of at-risk groups matters more than symptom-based detection.
| System | Features |
|---|---|
| General | Fatigue, anorexia, nausea, weight loss, sleep disturbance; uraemic fetor |
| Fluid and electrolyte | Oedema, hypertension, pulmonary oedema, hyperkalaemia, metabolic acidosis |
| Haematological | Anaemia (erythropoietin deficiency, iron deficiency, shortened red cell survival); bleeding tendency from platelet dysfunction |
| Bone and mineral (CKD-MBD) | Hyperphosphataemia, hypocalcaemia, low calcitriol, secondary hyperparathyroidism; renal osteodystrophy — osteitis fibrosa cystica, osteomalacia, adynamic bone disease; vascular calcification |
| Cardiovascular | Accelerated atherosclerosis — cardiovascular disease is the LEADING CAUSE OF DEATH in CKD, left ventricular hypertrophy, heart failure, uraemic pericarditis |
| Neurological | Peripheral neuropathy, restless legs, uraemic encephalopathy (confusion, asterixis, seizures), autonomic dysfunction |
| Gastrointestinal | Nausea, vomiting, hiccups, gastritis, increased bleeding risk |
| Skin | Intractable pruritus, sallow "uraemic" pigmentation, calciphylaxis, uraemic frost (very late) |
| Endocrine | Insulin resistance, but also reduced insulin clearance causing hypoglycaemia in diabetics; infertility, amenorrhoea, erectile dysfunction; growth failure in children |
| Immune | Impaired immunity with increased infection risk and poor vaccine responses |
Investigations
- Serum creatinine with estimated GFR — note that creatinine is insensitive early, since it rises only after substantial GFR loss, and is influenced by muscle mass, age, sex and diet. Cystatin C is a useful adjunct where muscle mass is atypical.
- Urine albumin:creatinine ratio (ACR) — for detection and staging; more sensitive than dipstick.
- Urinalysis and microscopy — active sediment (dysmorphic red cells, red cell casts) indicates glomerular disease; broad waxy casts suggest chronicity.
- Ultrasound kidneys — small, echogenic kidneys with loss of corticomedullary differentiation indicate CHRONICITY and largely exclude a reversible acute process. Normal or large kidneys in CKD suggest diabetic nephropathy, amyloidosis, polycystic disease, myeloma or HIV nephropathy — a useful exception to know.
- Bloods: CBC (anaemia), electrolytes, calcium, phosphate, alkaline phosphatase, PTH, vitamin D, bicarbonate, uric acid, lipids, HbA1c, albumin.
- Aetiological workup: ANA and anti-dsDNA, ANCA, complement, hepatitis B and C, HIV, serum and urine protein electrophoresis with free light chains (myeloma).
- Renal biopsy — where the cause is unclear, particularly with active urinary sediment, heavy proteinuria or rapid decline; avoid in small shrunken kidneys.
Management
1. Treat the underlying cause — glycaemic control, immunosuppression for glomerulonephritis, relief of obstruction, withdrawal of nephrotoxins.
2. Slow progression — the central goal
- Blood pressure control — target below 130/80 mmHg (lower with proteinuria); ACE inhibitors or ARBs are the agents of choice with albuminuria, because they reduce intraglomerular pressure and proteinuria beyond their antihypertensive effect. Expect and accept a creatinine rise of up to 30% after starting them; stop only if the rise exceeds this or hyperkalaemia develops. Do not combine an ACE inhibitor with an ARB.
- SGLT2 inhibitors — now established to slow progression of CKD in both diabetic and non-diabetic disease, and to reduce cardiovascular events; a major recent advance.
- Non-steroidal mineralocorticoid antagonists (finerenone) in diabetic CKD.
- Glycaemic control; reduce proteinuria; dietary sodium restriction; smoking cessation; weight control.
- Avoid nephrotoxins — NSAIDs, aminoglycosides, contrast (with hydration where unavoidable), and unregulated herbal and traditional preparations.
3. Manage complications
- Anaemia: correct iron deficiency first (many patients respond to iron alone), then erythropoiesis-stimulating agents, targeting a partial rather than full correction of haemoglobin — full normalisation increases cardiovascular events.
- CKD–mineral bone disorder: dietary phosphate restriction and phosphate binders (calcium-based or non-calcium-based), active vitamin D analogues, and calcimimetics (cinacalcet) for secondary hyperparathyroidism; parathyroidectomy for refractory disease.
- Metabolic acidosis: oral sodium bicarbonate — correcting acidosis slows CKD progression and preserves muscle mass.
- Hyperkalaemia: dietary restriction, review of drugs, and potassium binders.
- Fluid overload: salt and fluid restriction with loop diuretics (higher doses are needed as GFR falls).
- Cardiovascular risk: statins, blood pressure control, antiplatelet therapy where indicated.
- Pruritus, restless legs, sexual dysfunction and nutrition — often neglected but major determinants of quality of life. Involve a renal dietitian; avoid indiscriminate protein restriction, which worsens malnutrition.
- Vaccination — hepatitis B (with higher doses and titre checks), pneumococcal, influenza, COVID-19.
4. Prepare for renal replacement therapy — early, not late
Refer to nephrology when GFR falls below 30 (or earlier for rapid decline, heavy proteinuria or diagnostic uncertainty). Plan vascular access (arteriovenous fistula) months before dialysis is needed, discuss modality options, and assess for pre-emptive transplantation, which gives the best outcomes.
Preserve the veins of the non-dominant arm in every patient with progressive CKD. Repeated cannulation, blood sampling and — above all — PICC lines and subclavian catheters destroy the vessels needed for a future arteriovenous fistula, and central venous stenosis can render an entire limb unusable for access. Mark the arm, tell the patient, and tell the ward. This single measure has a greater long-term impact on a dialysis patient's life than most drugs.
Definition
Acute kidney injury (AKI) is an abrupt (within hours to days) decline in glomerular filtration, causing retention of nitrogenous waste and dysregulation of fluid, electrolyte and acid-base balance.
KDIGO criteria — any one of:
- Rise in serum creatinine ≥ 0.3 mg/dL within 48 hours, or
- Rise in creatinine ≥ 1.5 times baseline within the prior 7 days, or
- Urine output < 0.5 mL/kg/hour for 6 hours
Staging 1 to 3 by the magnitude of creatinine rise and the duration of oliguria; stage 3 includes any patient requiring renal replacement therapy.
Classification and Causes
| Type | Mechanism | Causes |
|---|---|---|
| PRE-RENAL (~55% — the commonest) | Renal hypoperfusion with structurally intact kidneys; fully reversible if corrected promptly | Hypovolaemia — haemorrhage, vomiting, diarrhoea, burns, diuretics; Hypotension — sepsis, cardiogenic shock, anaphylaxis; Reduced effective volume — cardiac failure, cirrhosis, nephrotic syndrome; Renal vasoconstriction — NSAIDs, ACE inhibitors/ARBs, contrast, hepatorenal syndrome |
| INTRINSIC (RENAL) (~40%) | Structural damage to tubules, glomeruli, interstitium or vessels | ACUTE TUBULAR NECROSIS (the commonest intrinsic cause); acute interstitial nephritis; glomerulonephritis; vascular — vasculitis, malignant hypertension, HUS/TTP, atheroembolism |
| POST-RENAL (~5%) | Obstruction to urine flow | Benign prostatic hyperplasia (the commonest in older men), stones, tumour, retroperitoneal fibrosis, blocked catheter, neurogenic bladder. Obstruction of BOTH kidneys (or a single functioning kidney) is required to cause AKI |
Note that pre-renal AKI progresses to ATN if hypoperfusion is prolonged — they are a continuum, not separate diseases.
Acute Tubular Necrosis
The commonest intrinsic cause of AKI, resulting from ischaemic or toxic injury to tubular epithelial cells.
Causes:
- Ischaemic — prolonged pre-renal states: sepsis (the commonest overall), major surgery, haemorrhage, burns, cardiac arrest, prolonged hypotension.
- Nephrotoxic:
- Exogenous — aminoglycosides, amphotericin B, cisplatin, contrast media, NSAIDs, vancomycin, tenofovir, and heavy metals
- Endogenous — myoglobin (RHABDOMYOLYSIS — crush injury, prolonged immobility, seizures, statins, snake bite), haemoglobin (intravascular haemolysis, blackwater fever, mismatched transfusion), uric acid and light chains (tumour lysis syndrome and myeloma), bilirubin
Pathophysiology: tubular cell injury and death → sloughing of cells forming casts that obstruct the tubular lumen, back-leak of filtrate across the damaged epithelium, and intrarenal vasoconstriction with medullary hypoxia — the outer medulla and the S3 segment of the proximal tubule are most vulnerable because of their high metabolic demand and marginal oxygen supply.
Three clinical phases:
1. Initiation — the insult occurs; injury is potentially reversible
2. Maintenance (1–2 weeks) — established oliguria with uraemia, fluid overload, hyperkalaemia and acidosis; this is when complications and death occur
3. Recovery (diuretic) phase — tubular regeneration with a massive polyuria as the concentrating mechanism recovers last, causing dehydration, hypokalaemia and hyponatraemia if fluids and electrolytes are not carefully replaced
Distinguishing Pre-renal Azotaemia from Atn
This distinction is the practical core of AKI assessment, because pre-renal disease reverses with fluid while ATN does not.
| Index | Pre-renal | ATN |
|---|---|---|
| Urine sodium | < 20 mEq/L | > 40 mEq/L |
| Fractional excretion of sodium (FENa) | < 1% | > 2% |
| Urine osmolality | > 500 mOsm/kg (concentrated) | < 350 (isosthenuric) |
| Urine:plasma creatinine | > 40 | < 20 |
| Urea:creatinine ratio | Raised (> 20:1) | Normal (~10:1) |
| Urine sediment | Bland; hyaline casts | MUDDY BROWN GRANULAR CASTS, renal tubular epithelial cells |
| Response to fluid challenge | IMPROVES | No improvement |
Important caveat: FENa is unreliable if the patient has received diuretics — use the fractional excretion of urea (FEUrea < 35% suggests pre-renal) instead.
Clinical Features
- Oliguria or anuria — though AKI may be non-oliguric, particularly with nephrotoxins, and non-oliguric AKI has a better prognosis.
- Fluid overload — oedema, raised JVP, pulmonary oedema, hypertension.
- Uraemic symptoms — nausea, vomiting, anorexia, confusion, asterixis, seizures, pericardial rub.
- Complications of electrolyte disturbance — hyperkalaemia with arrhythmia (the commonest immediate cause of death), metabolic acidosis with Kussmaul breathing, hyponatraemia, hyperphosphataemia, hypocalcaemia.
- Bleeding from uraemic platelet dysfunction.
- Features of the CAUSE — sepsis, hypovolaemia, rash and eosinophilia (interstitial nephritis), haematuria and hypertension (glomerulonephritis), palpable bladder and prostatic enlargement (obstruction), muscle tenderness and dark urine (rhabdomyolysis).
Investigations
- Serum creatinine, urea and electrolytes — with previous values, which are essential to establish whether the disease is acute or chronic.
- Urinalysis and microscopy — the "renal biopsy of the poor": muddy brown casts (ATN), red cell casts and dysmorphic red cells (glomerulonephritis), white cell casts and eosinophiluria (interstitial nephritis), crystals, and heavy proteinuria.
- Urine sodium, osmolality and FENa as above.
- CBC, blood gas, calcium, phosphate, uric acid, creatine kinase (rhabdomyolysis), LDH, coagulation profile, and blood cultures.
- ULTRASOUND OF THE KIDNEYS AND BLADDER IN EVERY PATIENT — to exclude obstruction (which is easily treatable and easily missed) and to assess kidney size, which distinguishes acute from chronic.
- Immunological screen where intrinsic disease is suspected: ANA, anti-dsDNA, ANCA, anti-GBM, complement, hepatitis serology, serum and urine electrophoresis with free light chains.
- Renal biopsy — where the cause is unexplained, particularly with suspected glomerulonephritis, vasculitis or interstitial nephritis.
- ECG — for hyperkalaemic changes; this should be immediate in any patient with significant AKI.
Management
1. Immediate — assess and treat life-threatening complications
- Hyperkalaemia — ECG, calcium gluconate, insulin-dextrose, salbutamol, binders, dialysis (see the hyperkalaemia answer).
- Pulmonary oedema — oxygen, sit up, nitrates, high-dose loop diuretic, non-invasive ventilation; dialysis if refractory.
- Severe metabolic acidosis — bicarbonate in selected cases, dialysis if severe.
2. Optimise perfusion and remove the insult
- Assess volume status carefully and correct hypovolaemia with balanced crystalloid, guided by clinical assessment, urine output and response — but avoid fluid overload, which independently worsens outcome in established AKI.
- Treat sepsis promptly with cultures and appropriate antibiotics (dose-adjusted for renal function).
- STOP nephrotoxic drugs — NSAIDs, ACE inhibitors and ARBs (temporarily), aminoglycosides, contrast; review and adjust all renally excreted drugs, including metformin.
- Relieve obstruction — catheterisation, nephrostomy or ureteric stenting; expect a post-obstructive diuresis and replace fluids and electrolytes accordingly.
3. Supportive management
- Strict fluid balance with daily weight and urine output charting — the single most useful monitoring tool.
- Dietary sodium, potassium and phosphate restriction with adequate calorie and protein intake — protein restriction to avoid dialysis is not appropriate and causes malnutrition.
- Treat hyperphosphataemia, hypocalcaemia and anaemia; stress ulcer prophylaxis; prevent infection.
- Note that "renal-dose dopamine", mannitol and routine loop diuretics do NOT prevent or treat AKI — diuretics are used only to manage fluid overload, not to convert oliguric to non-oliguric AKI.
4. Renal replacement therapy — indications ("AEIOU")
AEIOU — indications for urgent dialysis in AKI
A = Acidosis — severe metabolic acidosis refractory to medical therapy
E = Electrolytes — refractory hyperkalaemia
I = Intoxication — dialysable poisons (salicylates, lithium, methanol, ethylene glycol, metformin)
O = Overload — fluid overload with pulmonary oedema unresponsive to diuretics
U = Uraemia — uraemic encephalopathy, pericarditis or bleeding
5. Recovery and follow-up
Anticipate and manage the polyuric recovery phase; monitor renal function after discharge — AKI is a strong risk factor for subsequent CKD, and survivors need long-term follow-up and avoidance of further insults.
Ultrasound every patient with AKI, and check for a palpable bladder. Obstruction accounts for only about 5% of cases, but it is the one cause that is completely and rapidly reversible — and it is repeatedly missed in elderly men with prostatic disease, in whom simply passing a urinary catheter can restore renal function within hours. Missing it converts a curable problem into permanent renal damage.
Definition
Nephrotic syndrome is a clinical tetrad resulting from increased glomerular permeability to protein:
1. Heavy proteinuria — > 3.5 g/24 hours (or urine protein:creatinine ratio > 3.5 g/g)
2. Hypoalbuminaemia — serum albumin < 3 g/dL
3. Oedema
4. Hyperlipidaemia (with lipiduria)
The primary abnormality is damage to the glomerular filtration barrier — specifically to the podocytes and their slit diaphragms, which normally prevent the passage of albumin.
Aetiology
| Category | Causes |
|---|---|
| Primary (idiopathic) glomerular disease | Minimal change disease — the commonest cause in CHILDREN (~90%); Focal segmental glomerulosclerosis (FSGS) — the commonest primary cause in ADULTS, especially in those of African descent; Membranous nephropathy — commonest in older adults, with anti-PLA2R antibodies in the primary form; Membranoproliferative glomerulonephritis |
| Secondary — systemic disease | DIABETIC NEPHROPATHY — the commonest cause of nephrotic syndrome overall in adults; SLE (lupus nephritis, especially class V); amyloidosis (AA in chronic infection and inflammation — relevant in India with tuberculosis, bronchiectasis and rheumatoid arthritis; AL in myeloma) |
| Infections | Hepatitis B (membranous), hepatitis C (membranoproliferative with cryoglobulinaemia), HIV (collapsing FSGS), malaria (quartan nephropathy), syphilis, leprosy, schistosomiasis |
| Drugs | NSAIDs (minimal change with interstitial nephritis), gold, penicillamine, captopril, heroin, lithium, bisphosphonates |
| Malignancy | Membranous nephropathy with solid tumours (lung, colon, breast — always screen older adults); minimal change with Hodgkin lymphoma |
| Others | Pre-eclampsia, congenital nephrotic syndrome, sickle cell disease, obesity-related glomerulopathy |
Pathophysiology of the Features
- Proteinuria → loss of albumin exceeding hepatic synthetic capacity → hypoalbuminaemia
- Oedema — two mechanisms operate: the "underfill" theory (reduced oncotic pressure drives fluid into the interstitium, causing secondary hyperaldosteronism and sodium retention) and the "overfill" theory (primary renal sodium retention at the collecting duct). Both contribute, and the oedema is characteristically soft, pitting, periorbital on waking and dependent later in the day.
- Hyperlipidaemia — hypoalbuminaemia stimulates hepatic lipoprotein synthesis and reduces lipid catabolism, raising LDL and triglycerides; lipiduria produces oval fat bodies and "Maltese cross" appearance under polarised light.
- Hypercoagulability — urinary loss of antithrombin III, protein C and protein S, with increased hepatic synthesis of fibrinogen and factors V and VIII, and increased platelet aggregation.
- Infection susceptibility — urinary loss of immunoglobulins and complement factor B, plus immunosuppressive treatment.
Clinical Features
- Oedema — the presenting feature in most: periorbital puffiness worst on waking, progressing to pedal oedema, ascites, pleural effusion and anasarca; genital oedema.
- Frothy urine — from proteinuria; a useful and easily elicited historical point.
- Weight gain; fatigue and anorexia; breathlessness from effusions.
- Xanthelasma and lipid deposits in prolonged disease; Muehrcke's lines (paired white transverse nail bands from hypoalbuminaemia).
- Blood pressure — usually normal in minimal change disease, and raised in FSGS, membranous and secondary causes.
- Features of the underlying disease — diabetic retinopathy, malar rash, hepatosplenomegaly.
Complications
1. INFECTION — a leading cause of death, especially in children: spontaneous bacterial peritonitis (classically pneumococcal), cellulitis, pneumonia and sepsis. Encapsulated organisms predominate.
2. THROMBOEMBOLISM: deep vein thrombosis, pulmonary embolism, and characteristically RENAL VEIN THROMBOSIS — which should be suspected with sudden loin pain, haematuria, a fall in renal function or worsening proteinuria, and is particularly associated with membranous nephropathy.
3. Acute kidney injury — from intravascular depletion, aggressive diuresis, interstitial oedema, or superimposed renal vein thrombosis.
4. Accelerated atherosclerosis from chronic dyslipidaemia.
5. Malnutrition, muscle wasting and growth failure in children.
6. Vitamin D deficiency and bone disease (loss of vitamin D-binding protein); anaemia (loss of transferrin and erythropoietin); hypothyroidism (loss of thyroid-binding globulin).
7. Progression to chronic kidney disease in non-minimal-change disease.
Investigations
- Confirm and quantify proteinuria: 24-hour urine protein or urine protein:creatinine ratio (which is more practical and correlates well); urine dipstick as screening.
- Urine microscopy: oval fat bodies, fatty casts, "Maltese crosses" under polarised light. Red cell casts and dysmorphic red cells suggest a NEPHRITIC component and change the differential.
- Serum albumin, total protein, lipid profile, renal function, electrolytes, calcium.
- Aetiological workup: fasting glucose and HbA1c, ANA, anti-dsDNA, complement C3/C4, hepatitis B and C serology, HIV, serum and urine protein electrophoresis with free light chains (myeloma and amyloidosis), anti-PLA2R antibody (membranous nephropathy), ASO titre, and age-appropriate malignancy screening in adults with membranous nephropathy.
- Ultrasound kidneys — usually normal or enlarged; assesses size and excludes obstruction; Doppler for renal vein thrombosis.
- RENAL BIOPSY — indicated in ALL adults with nephrotic syndrome, to establish the histological diagnosis and guide immunosuppression. In children it is NOT routinely performed, because minimal change disease is so likely that empirical steroids are given first; biopsy is reserved for steroid resistance, atypical features (age under 1 or over 12 years, haematuria, hypertension, renal impairment, low complement).
Management
1. General measures — applicable to all patients
- Dietary sodium restriction (about 2 g/day) — the foundation of oedema management.
- Loop diuretics (furosemide), often in high doses because of reduced tubular delivery and albumin binding; combine with a thiazide or spironolactone for resistant oedema; intravenous route when gut oedema impairs absorption. Diurese cautiously — aim for gradual weight loss, since over-diuresis precipitates hypovolaemia, AKI and thrombosis.
- Intravenous albumin with furosemide — reserved for severe refractory oedema with hypovolaemia; benefit is transient.
- ACE inhibitor or ARB in all patients — reduces proteinuria by lowering intraglomerular pressure, independently of blood pressure. Monitor creatinine and potassium.
- Statin for hyperlipidaemia; adequate protein and calorie intake (protein restriction is not recommended).
- Anticoagulation — treat established thrombosis; prophylactic anticoagulation is considered in high-risk patients (severe hypoalbuminaemia, especially with membranous nephropathy).
- Infection prevention — pneumococcal and influenza vaccination; prompt treatment of infection; consider prophylactic penicillin in children; live vaccines are contraindicated during immunosuppression.
2. Disease-specific immunosuppression
- Minimal change disease: corticosteroids — highly effective, with remission in over 90% of children, though relapses are common. Steroid-sparing agents (levamisole, cyclophosphamide, calcineurin inhibitors, mycophenolate, rituximab) for frequent relapsers and steroid dependence.
- FSGS: prolonged corticosteroids; calcineurin inhibitors for steroid-resistant disease; poorer prognosis with progression to CKD in a substantial proportion.
- Membranous nephropathy: many remit spontaneously, so conservative management with maximal supportive therapy for 6 months is appropriate in low-risk patients; immunosuppression (rituximab, calcineurin inhibitors, or cyclophosphamide with steroids) for high-risk or deteriorating disease; treat any identified underlying cause — infection, drug, malignancy.
- Lupus nephritis: corticosteroids with mycophenolate mofetil or cyclophosphamide, guided by ISN/RPS class.
- Diabetic nephropathy: glycaemic and blood pressure control, ACE inhibitor/ARB, SGLT2 inhibitor and finerenone — immunosuppression has no role.
- Amyloidosis: treat the underlying plasma cell dyscrasia or chronic inflammatory disease.
3. Monitoring — proteinuria, albumin, renal function, blood pressure, weight, lipids, and drug toxicity. Definitions of response: complete remission (proteinuria < 300 mg/day), partial remission (> 50% reduction to below 3.5 g/day), and relapse.
Suspect renal vein thrombosis in any nephrotic patient with sudden loin pain, macroscopic haematuria, a rise in creatinine, or a sudden increase in proteinuria — particularly with membranous nephropathy and a serum albumin below 2 g/dL. It is easily missed because the symptoms are attributed to the underlying disease. Doppler ultrasound or CT venography confirms it, and anticoagulation is required. Nephrotic syndrome is one of the most prothrombotic states in medicine, and thromboembolism is a leading preventable cause of death.
Definition
Nephritic syndrome is a clinical syndrome resulting from glomerular inflammation, characterised by:
1. Haematuria — classically with dysmorphic red cells and RED CELL CASTS (the hallmark of glomerular bleeding)
2. Proteinuria — usually sub-nephrotic (< 3.5 g/day)
3. Hypertension
4. Oedema — typically periorbital and facial
5. Oliguria with azotaemia (rising urea and creatinine)
The underlying process is inflammatory damage to the glomerular capillary wall with proliferation of glomerular cells, in contrast to the non-inflammatory podocyte injury of nephrotic syndrome.
NEPHRITIC versus NEPHROTIC — the fundamental contrast
| Feature | Nephritic | Nephrotic |
|---|---|---|
| Underlying process | INFLAMMATION and proliferation | Increased permeability without inflammation |
| Proteinuria | < 3.5 g/day | > 3.5 g/day |
| Haematuria | PROMINENT — red cell casts, dysmorphic RBCs | Minimal or absent |
| Oedema | Moderate, periorbital/facial | Marked, generalised (anasarca) |
| Blood pressure | RAISED | Usually normal (except in secondary causes) |
| Serum albumin | Normal or mildly low | Markedly low (< 3 g/dL) |
| Lipids | Normal | Raised |
| Urine output | Oliguria | Usually preserved |
| Renal function | Often impaired | Usually preserved initially |
Causes of Nephritic Syndrome
| Complement | Causes |
|---|---|
| LOW complement (C3 ± C4) | Post-streptococcal GN (low C3, normalises by 8 weeks); membranoproliferative GN; lupus nephritis (low C3 AND C4); infective endocarditis-associated GN; cryoglobulinaemia; shunt nephritis |
| NORMAL complement | IgA nephropathy; anti-GBM (Goodpasture's) disease; ANCA-associated vasculitis; Henoch–Schönlein purpura (IgA vasculitis); Alport syndrome |
Serum complement divides the differential of acute glomerulonephritis in half, and is a cheap, rapidly available test. Low complement points to post-streptococcal GN, lupus, membranoproliferative GN, endocarditis and cryoglobulinaemia; normal complement points to IgA nephropathy, anti-GBM disease and ANCA vasculitis. Adding the time course (see below) usually narrows it to one or two diagnoses before biopsy.
Post-streptococcal Glomerulonephritis (PSGN)
The classic cause of acute nephritic syndrome, and still common in India, where streptococcal skin and throat infection remain prevalent.
Aetiology: follows infection with nephritogenic strains of group A beta-haemolytic *Streptococcus pyogenes*:
- After PHARYNGITIS: latent period of 1–3 weeks
- After SKIN infection (pyoderma, impetigo, scabies with secondary infection): latent period of 3–6 weeks
Pathogenesis: immune complex-mediated (type III hypersensitivity) — circulating and in-situ immune complexes deposit in the glomerulus, activating complement and recruiting inflammatory cells. Histology shows diffuse endocapillary proliferative glomerulonephritis with "lumpy-bumpy" granular subepithelial deposits of IgG and C3 on immunofluorescence, and subepithelial "humps" on electron microscopy — a classic examination triad.
Clinical features:
- Affects predominantly children aged 2–12 years; more severe in adults.
- Abrupt onset of facial and periorbital oedema, worst on waking.
- "Smoky", "cola-coloured" or tea-coloured urine — macroscopic haematuria.
- Hypertension — from salt and water retention; may cause hypertensive encephalopathy with headache, seizures and visual disturbance, which is a major early danger in children.
- Oliguria; malaise, headache, loin pain.
- Pulmonary oedema and circulatory congestion from volume overload.
Investigations:
- Urinalysis: dysmorphic red cells and RED CELL CASTS, proteinuria, granular casts.
- Raised urea and creatinine; mild normocytic anaemia (dilutional).
- Evidence of streptococcal infection: raised or rising ASO titre (better after pharyngitis) and anti-DNase B (better after skin infection — important, since ASO is often normal in post-pyoderma cases); throat or skin swab culture.
- LOW C3 with normal or mildly low C4 — and crucially, C3 returns to NORMAL within 6–8 WEEKS. Persistent hypocomplementaemia beyond 8–12 weeks suggests membranoproliferative GN or lupus instead, and mandates biopsy.
- Renal biopsy is NOT usually required in a typical case; it is indicated for atypical features — persistent low C3, nephrotic-range proteinuria, progressive renal failure, no evidence of streptococcal infection, or failure to improve.
Management — supportive, as the disease is self-limiting in the great majority:
- Salt and water restriction; fluid balance and daily weight.
- Loop diuretics for oedema and volume overload — these also control the hypertension, which is volume-dependent.
- Antihypertensives as needed (calcium channel blockers; ACE inhibitors used cautiously given the risk of hyperkalaemia and AKI).
- Penicillin to eradicate residual streptococcal infection — it does NOT alter the course of the nephritis but reduces transmission; treat close contacts.
- Dialysis for severe AKI, refractory overload or hyperkalaemia.
- Immunosuppression has no role in typical PSGN.
Prognosis: excellent in children — over 95% recover completely. Adults do less well, with a higher rate of persistent proteinuria, hypertension and progression to CKD.
OTHER IMPORTANT CAUSES — key distinguishing features
- IgA nephropathy (Berger's disease) — the commonest primary glomerulonephritis worldwide. Presents with macroscopic haematuria occurring DURING or 1–2 DAYS AFTER an upper respiratory infection ("synpharyngitic") — in sharp contrast to the 1–3 week latent period of PSGN. Complement is NORMAL. Biopsy shows mesangial IgA deposition. Management: ACE inhibitor/ARB for proteinuria, blood pressure control, and immunosuppression for progressive disease.
- Henoch–Schönlein purpura (IgA vasculitis) — the systemic form of IgA nephropathy: palpable purpura on the buttocks and legs, arthralgia, abdominal pain and nephritis, typically in children after an upper respiratory infection.
- Lupus nephritis — low C3 AND C4, positive ANA and anti-dsDNA; biopsy classifies into ISN/RPS classes I–VI, which determines treatment.
- Infective endocarditis-associated GN — low complement, positive blood cultures; treat the infection.
- Rapidly progressive glomerulonephritis — see the separate answer.
If the C3 has not returned to normal by 8–12 weeks after an apparent post-streptococcal glomerulonephritis, the diagnosis is wrong. Persistent hypocomplementaemia indicates membranoproliferative glomerulonephritis, lupus nephritis or C3 glomerulopathy — all of which progress and require biopsy and specific treatment. Following the C3 back to normal is the simplest and cheapest way to confirm that a self-limiting illness really was self-limiting.
Definition
Rapidly progressive glomerulonephritis (RPGN) is a clinical syndrome of glomerulonephritis with rapid loss of renal function — typically a 50% or greater fall in GFR over days to weeks — accompanied on biopsy by CRESCENT formation in more than 50% of glomeruli.
It is a nephrological emergency. Without prompt diagnosis and treatment it progresses to irreversible end-stage renal failure within weeks, and much of the mortality and morbidity arises from delay in recognition rather than from lack of effective therapy.
Pathology — WHY Crescents Form
Severe glomerular capillary wall injury causes rupture of the capillary basement membrane, allowing fibrin and inflammatory cells (macrophages) to leak into Bowman's space. These, together with proliferating parietal epithelial cells, form the crescent — a cellular mass that compresses the glomerular tuft and destroys filtration. Cellular crescents are potentially reversible with prompt immunosuppression; fibrous crescents are not — which is precisely why time matters.
CLASSIFICATION — the three immunofluorescence patterns
This classification determines investigation and treatment, and is the core of any answer.
| Type | Immunofluorescence | Cause | Serology |
|---|---|---|---|
| Type I — Anti-GBM disease | LINEAR IgG along the GBM | Goodpasture's disease (with lung involvement) or isolated anti-GBM nephritis | Anti-GBM antibody positive |
| Type II — Immune complex | GRANULAR ("lumpy-bumpy") | Post-infectious GN, lupus nephritis, IgA nephropathy, Henoch–Schönlein purpura, membranoproliferative GN, cryoglobulinaemia, endocarditis | Low complement (in many); ANA, anti-dsDNA, ASO |
| Type III — Pauci-immune | LITTLE OR NO immune deposit | ANCA-associated vasculitis — granulomatosis with polyangiitis, microscopic polyangiitis, eosinophilic granulomatosis with polyangiitis | ANCA positive — c-ANCA/PR3 or p-ANCA/MPO |
Type III (pauci-immune, ANCA-associated) is the commonest, particularly in older adults.
Clinical Features
- Nephritic syndrome with rapid deterioration: haematuria (often macroscopic), red cell casts, proteinuria, hypertension, oedema and OLIGURIA with rapidly rising creatinine.
- Constitutional symptoms — fever, malaise, weight loss, arthralgia — reflecting the systemic nature of many causes.
- PULMONARY–RENAL SYNDROME — the combination of haemoptysis or pulmonary haemorrhage with glomerulonephritis, which is the presentation that must never be missed. Causes: anti-GBM (Goodpasture's) disease, granulomatosis with polyangiitis, microscopic polyangiitis, and severe lupus.
- Features of the underlying systemic disease: sinusitis, epistaxis and nasal crusting with saddle-nose deformity (GPA); asthma and eosinophilia (EGPA); malar rash, arthritis and serositis (SLE); palpable purpura (vasculitis, HSP); mononeuritis multiplex.
Investigations
These must be sent urgently and in parallel — not sequentially.
- Urinalysis and microscopy — dysmorphic red cells and RED CELL CASTS confirm glomerular bleeding; proteinuria.
- Renal function — serial creatinine to document the rate of decline.
- THE URGENT SEROLOGICAL TRIAD: ANCA (with PR3 and MPO), anti-GBM antibody, and ANA with anti-dsDNA and complement (C3, C4). These three tests, sent together, classify most cases.
- CBC (anaemia, eosinophilia in EGPA), CRP and ESR, blood cultures (to exclude endocarditis), hepatitis B and C, HIV, cryoglobulins, and serum and urine electrophoresis.
- Chest X-ray and CT chest — pulmonary infiltrates, haemorrhage, cavitating nodules; transfer factor (KCO) is characteristically RAISED in alveolar haemorrhage — a useful and counterintuitive finding.
- RENAL BIOPSY — URGENT AND ESSENTIAL. It confirms crescents, quantifies the proportion of glomeruli involved and the ratio of cellular to fibrous crescents (which determines reversibility), and defines the immunofluorescence pattern. The biopsy should be arranged within hours to a day, not electively.
Management
Treatment must begin on clinical and serological suspicion, without waiting for the biopsy result if the delay would be significant.
1. Remission induction
- High-dose corticosteroids — intravenous methylprednisolone pulses followed by oral prednisolone.
- Cyclophosphamide or rituximab — both effective for ANCA-associated disease; rituximab is preferred in younger patients (preserving fertility) and in relapsing disease; cyclophosphamide requires mesna and hydration to prevent haemorrhagic cystitis, with monitoring for marrow suppression and later malignancy.
- PLASMA EXCHANGE (plasmapheresis) — essential and urgent in anti-GBM disease, where it removes the pathogenic antibody and is the difference between recovery and dialysis dependence. Its role in ANCA-associated vasculitis has been narrowed by recent trial evidence, and is now largely reserved for severe renal failure or diffuse alveolar haemorrhage.
2. Disease-specific therapy
- Anti-GBM disease: plasma exchange PLUS cyclophosphamide and steroids, started immediately — outcome depends almost entirely on the creatinine at presentation. Patients presenting dialysis-dependent with a high proportion of fibrous crescents rarely recover renal function, though treatment is still given to protect the lungs.
- Lupus nephritis: corticosteroids with mycophenolate mofetil or cyclophosphamide, guided by class.
- Post-infectious: treat the infection; usually supportive.
3. Maintenance and supportive care
- Maintenance immunosuppression for at least 2 years — azathioprine, rituximab or mycophenolate — since relapse is common.
- *Pneumocystis* prophylaxis with co-trimoxazole during intensive immunosuppression; bone protection; vaccination; and screening for latent tuberculosis and hepatitis B, which is essential in India.
- Blood pressure control and ACE inhibitor/ARB once stable.
- Dialysis for established renal failure; transplantation after the disease has been in remission (with anti-GBM antibodies undetectable for at least 6 months before transplantation, to prevent recurrence).
A patient with haemoptysis and haematuria has a pulmonary–renal syndrome until proved otherwise, and this is a medical emergency. Send ANCA, anti-GBM and ANA/complement together, on the same day, involve nephrology immediately, and arrange an urgent biopsy. Renal recovery correlates directly with how quickly treatment begins — a patient treated while the crescents are still cellular may recover normal function, while the same patient treated three weeks later will be dialysis-dependent for life. Nothing about this presentation can wait for an outpatient appointment.
Normal Physiology
Healthy adults excrete less than 150 mg of protein per 24 hours, of which albumin accounts for under 30 mg; the remainder is largely Tamm–Horsfall (uromodulin) protein secreted by the tubules, with small quantities of low-molecular-weight proteins.
The glomerular filtration barrier restricts protein passage by size (the basement membrane) and by charge (the negatively charged glycocalyx and podocyte slit diaphragm, which repel anionic albumin). Filtered protein is largely reabsorbed by the proximal tubule. Proteinuria therefore indicates either glomerular barrier damage, tubular reabsorptive failure, or an overwhelming filtered load.
Classification
| Type | Mechanism | Protein excreted | Examples |
|---|---|---|---|
| Glomerular | Damage to the filtration barrier | Albumin predominates; may be heavy (> 3.5 g/day) | Diabetic nephropathy, glomerulonephritis, nephrotic syndrome, hypertension, amyloidosis |
| Tubular | Failure of proximal tubular reabsorption | Low-molecular-weight proteins (beta-2 microglobulin, retinol-binding protein); usually < 2 g/day | Interstitial nephritis, Fanconi syndrome, heavy metals, myeloma cast nephropathy, drugs (tenofovir, aminoglycosides) |
| Overflow | Excess production of a filterable protein overwhelming reabsorption | Bence Jones (light chains), myoglobin, haemoglobin | Multiple myeloma, rhabdomyolysis, intravascular haemolysis |
| Post-renal | Protein added distal to the glomerulus | Variable | Urinary tract infection, stones, tumour, inflammation |
BENIGN (NON-PATHOLOGICAL) PROTEINURIA — important to recognise
- Orthostatic (postural) proteinuria — protein present when upright but absent in an early-morning recumbent sample. Common in adolescents, entirely benign, and diagnosed by comparing a first-void morning sample with a daytime sample. It requires reassurance, not investigation.
- Transient (functional) proteinuria — with fever, vigorous exercise, seizures, heart failure, cold exposure and emotional stress; resolves on repeat testing.
Always repeat an isolated abnormal dipstick before embarking on investigation.
Microalbuminuria (moderately Increased Albuminuria)
Definition: urinary albumin excretion of 30–300 mg/day, or an albumin:creatinine ratio (ACR) of 30–300 mg/g — a level below the detection threshold of a standard urine dipstick, which is precisely why it must be specifically sought.
| Category | 24-hour albumin | ACR (mg/g) |
|---|---|---|
| Normal (A1) | < 30 mg | < 30 |
| Microalbuminuria (A2) | 30–300 mg | 30–300 |
| Macroalbuminuria / overt proteinuria (A3) | > 300 mg | > 300 |
Why it matters — two reasons:
1. It is the EARLIEST clinical marker of diabetic nephropathy, appearing years before the creatinine rises, and identifying the point at which intervention can still alter the natural history.
2. It is an independent marker of generalised ENDOTHELIAL DYSFUNCTION, and therefore predicts cardiovascular events and mortality in diabetics, hypertensives and the general population — it is a cardiovascular risk marker as much as a renal one.
Screening: annually in all patients with type 2 diabetes from diagnosis, and in type 1 diabetes from 5 years after diagnosis; also in hypertension and CKD.
Confirmation: because albumin excretion is variable, at least 2 of 3 samples over 3–6 months must be abnormal before the diagnosis is made. Exclude confounders that cause transient elevation — urinary tract infection, fever, vigorous exercise in the preceding 24 hours, menstruation, heart failure, marked hyperglycaemia and severe hypertension.
Measurement: the early-morning spot urine ACR is the preferred method — convenient, well correlated with 24-hour collection, and avoiding the errors of incomplete collection.
Clinical Assessment of Proteinuria
History: diabetes and its duration, hypertension, oedema, frothy urine, haematuria, recent infection (pharyngitis or skin sepsis), drugs (NSAIDs, gold, penicillamine, lithium), family history (Alport syndrome, polycystic disease), systemic symptoms (rash, arthralgia, haemoptysis), and features of myeloma (bone pain, anaemia, hypercalcaemia).
Examination: blood pressure, oedema, features of systemic disease, fundoscopy (diabetic and hypertensive retinopathy — retinopathy strongly supports diabetic nephropathy as the cause).
Investigations
- Confirm and quantify: repeat dipstick; urine protein:creatinine ratio or albumin:creatinine ratio (which have largely replaced 24-hour collection).
- Urine microscopy — red cell casts and dysmorphic red cells indicate glomerular inflammation; oval fat bodies indicate nephrotic-range disease.
- Renal function, electrolytes, albumin, glucose and HbA1c, lipids.
- Serological workup where indicated: ANA, anti-dsDNA, complement, ANCA, anti-GBM, hepatitis B and C, HIV, ASO.
- Serum and urine protein electrophoresis with immunofixation and free light chains — essential in older patients, since Bence Jones protein is NOT detected by urine dipstick, which reacts only to albumin.
- Ultrasound kidneys; renal biopsy for unexplained significant proteinuria, nephrotic syndrome in adults, or associated haematuria and renal impairment.
Management
1. Treat the underlying cause.
2. ACE inhibitor or ARB — the cornerstone of antiproteinuric therapy. They reduce intraglomerular pressure by dilating the efferent arteriole, reducing protein leak independently of systemic blood pressure. Indicated even in normotensive diabetics with microalbuminuria. Monitor creatinine and potassium after initiation.
3. SGLT2 inhibitors — reduce albuminuria and slow progression in both diabetic and non-diabetic CKD.
4. Blood pressure control to below 130/80 mmHg; strict glycaemic control; dietary sodium restriction, which enhances the antiproteinuric effect of RAS blockade.
5. Statin therapy and comprehensive cardiovascular risk reduction; smoking cessation; weight control.
6. Avoid nephrotoxins, and monitor ACR, eGFR and blood pressure regularly.
A negative urine dipstick does not exclude significant renal disease. The dipstick detects albumin only, and only above about 300 mg/day — so it misses microalbuminuria entirely (the stage at which diabetic nephropathy is still modifiable) and misses Bence Jones proteinuria completely (the presenting abnormality in myeloma). If you suspect early diabetic kidney disease, ask for an ACR; if you suspect myeloma, ask for urine electrophoresis with free light chains.
Definition and Classification
Urinary tract infection (UTI) is the presence of micro-organisms in the urinary tract causing clinical illness, conventionally with significant bacteriuria (≥ 10⁵ colony-forming units/mL) — although lower counts are significant in symptomatic young women and in catheter or suprapubic specimens.
| Classification | Definition |
|---|---|
| Lower UTI (cystitis) | Infection confined to bladder and urethra |
| Upper UTI (pyelonephritis) | Infection of the renal pelvis and parenchyma — a systemic illness |
| Uncomplicated | Non-pregnant, premenopausal woman with a structurally and functionally normal tract |
| COMPLICATED | Any UTI in a MAN, in pregnancy, in children, or with obstruction, stones, catheter, diabetes, immunosuppression, renal impairment, anatomical abnormality or recent instrumentation |
| Recurrent | ≥ 2 infections in 6 months, or ≥ 3 in 12 months |
| Asymptomatic bacteriuria | Significant bacteriuria without symptoms |
Aetiology
- *Escherichia coli* — 75–85% of uncomplicated infections, with uropathogenic strains possessing P fimbriae that adhere to uroepithelium.
- *Klebsiella*, *Proteus* (which produces urease, alkalinises the urine and forms STRUVITE STAGHORN CALCULI), *Enterococcus*, *Pseudomonas* (in complicated and catheter-associated infection), *Staphylococcus saprophyticus* (young sexually active women).
- *Candida* in diabetics, catheterised and immunosuppressed patients.
- Tuberculosis — consider in sterile pyuria (see below), which is of particular importance in India.
Predisposing factors: female sex (a short urethra and its proximity to the anus), sexual activity, pregnancy, diabetes mellitus, urinary stasis and obstruction (stones, prostatic enlargement, stricture, neurogenic bladder), catheterisation and instrumentation, vesicoureteric reflux, postmenopausal oestrogen deficiency, and immunosuppression.
Clinical Features
Cystitis (lower UTI): dysuria, frequency, urgency, suprapubic pain, strangury, haematuria, and cloudy offensive urine. Fever is absent or low grade, and the patient is not systemically unwell.
Acute pyelonephritis (upper UTI):
- High fever with rigors and systemic toxicity
- Loin (flank) pain with renal angle tenderness — the cardinal sign
- Nausea, vomiting, malaise
- Lower urinary tract symptoms may or may not be present
- Complications: septic shock, acute kidney injury, renal or perinephric abscess, emphysematous pyelonephritis (a necrotising gas-forming infection, occurring almost exclusively in diabetics and carrying high mortality), and papillary necrosis (in diabetes, sickle cell disease and analgesic nephropathy).
In the elderly, presentation is frequently atypical — confusion, falls, incontinence or simply "off legs", often without fever or urinary symptoms.
In children, features are non-specific — fever, vomiting, poor feeding, irritability and failure to thrive; UTI in a child requires investigation for vesicoureteric reflux and structural abnormality, since recurrent infection causes reflux nephropathy and renal scarring.
Investigations
- Urine dipstick — nitrites (specific, produced by Gram-negative organisms) and leucocyte esterase (sensitive). A negative dipstick in a low-probability patient makes UTI unlikely; a positive dipstick alone is insufficient in complicated cases.
- Urine microscopy — pyuria (> 10 white cells/µL), bacteriuria, red cells; WHITE CELL CASTS indicate PYELONEPHRITIS (renal parenchymal involvement) rather than cystitis.
- Urine culture and sensitivity — a clean-catch midstream sample before antibiotics. Essential in complicated UTI, pyelonephritis, pregnancy, men, children, recurrent infection and treatment failure; not required in a straightforward uncomplicated cystitis in a young woman.
- Blood tests in pyelonephritis: CBC, CRP, renal function, electrolytes, blood glucose, and blood cultures.
- Imaging — indicated in men, children, recurrent infection, suspected obstruction, failure to respond within 72 hours, and suspected abscess: ultrasound first, then CT (the investigation of choice for abscess, emphysematous pyelonephritis and obstruction); DMSA scan for scarring and MCUG for reflux in children.
STERILE PYURIA — an important differential: pyuria with a negative routine culture. Causes include partially treated UTI (the commonest), GENITOURINARY TUBERCULOSIS, fastidious organisms (*Chlamydia*, *Ureaplasma*, gonococcus), interstitial nephritis, analgesic nephropathy, papillary necrosis, stones, tumour, and adjacent inflammation (appendicitis). In India, sterile pyuria must always prompt consideration of renal tuberculosis, investigated with three early-morning urine samples for AFB, culture and CBNAAT.
Management
Uncomplicated cystitis in women: a short course (3 days) of an appropriate oral antibiotic — nitrofurantoin, fosfomycin or co-trimoxazole, guided by local resistance. Avoid fluoroquinolones as first-line for simple cystitis, given resistance and adverse effects. Advise fluids and analgesia.
Complicated UTI and UTI in men: 7–14 days of therapy, guided by culture; investigate for an underlying abnormality; consider prostatic involvement in men (requiring an agent with good prostatic penetration and a longer course).
Acute pyelonephritis:
- Mild, able to take orally: outpatient oral therapy with close follow-up.
- Systemically unwell, vomiting, pregnant, or complicated: admit; intravenous antibiotics (third-generation cephalosporin or aminoglycoside, adjusted to culture) with fluids and analgesia, switching to oral therapy on improvement, for a total of 10–14 days.
- Failure to improve within 48–72 hours demands imaging to exclude obstruction, abscess or emphysematous change — obstruction with infection is a urological emergency requiring urgent drainage (nephrostomy or stent), since antibiotics alone will not sterilise an obstructed system.
- Emphysematous pyelonephritis: aggressive resuscitation, glycaemic control, antibiotics, and percutaneous drainage, with nephrectomy in severe cases.
Special situations:
- PREGNANCY: asymptomatic bacteriuria MUST be screened for and TREATED, because it progresses to pyelonephritis in up to 30%, with risks of preterm labour and low birth weight. Use pregnancy-safe agents (nitrofurantoin — avoided at term; cephalosporins); avoid trimethoprim in the first trimester and fluoroquinolones throughout.
- Catheter-associated UTI: treat only if symptomatic; change or remove the catheter; do not treat asymptomatic bacteriuria.
- Recurrent UTI: behavioural measures (adequate fluids, voiding after intercourse, avoiding spermicides), topical vaginal oestrogen in postmenopausal women, and antibiotic prophylaxis (continuous low-dose or post-coital) in selected patients; investigate for structural causes. Cranberry products and methenamine have modest evidence.
Do NOT treat asymptomatic bacteriuria — except in pregnancy and before urological procedures. Treating it in the elderly, in catheterised patients and in diabetics provides no benefit, promotes resistance, causes *C. difficile* infection and adverse drug reactions, and is one of the most widespread antibiotic misuses in hospital practice. A positive urine culture in an afebrile patient with no urinary symptoms is not an indication to prescribe — look elsewhere for the cause of their illness.
Definition and Modalities
Renal replacement therapy (RRT) substitutes for the excretory function of the failed kidney. Three modalities exist: haemodialysis, peritoneal dialysis and renal transplantation — the last being the only one that also restores endocrine and metabolic function.
Principles of Dialysis
Dialysis works by three physical processes across a semipermeable membrane:
- DIFFUSION — movement of solute down a concentration gradient (removes urea, creatinine, potassium); the dominant mechanism in haemodialysis
- ULTRAFILTRATION — movement of water down a pressure gradient (hydrostatic in haemodialysis, osmotic in peritoneal dialysis); removes fluid
- CONVECTION — solute dragged along with the water ("solvent drag"); removes middle molecules; the dominant mechanism in haemofiltration
Indications
Acute (AKI) — "AEIOU": Acidosis (refractory), Electrolytes (refractory hyperkalaemia), Intoxication (dialysable poisons — salicylates, lithium, methanol, ethylene glycol, metformin), Overload (pulmonary oedema unresponsive to diuretics), Uraemia (encephalopathy, pericarditis, bleeding).
Chronic (CKD stage 5): uraemic symptoms, refractory fluid overload or hyperkalaemia, malnutrition, and declining function — conventionally when GFR falls below about 10 mL/min (or 15 in diabetics), though the decision is increasingly symptom-led rather than number-led.
Haemodialysis
Blood is pumped through an extracorporeal dialyser ("artificial kidney") containing hollow fibres bathed in dialysate flowing counter-current to maximise the concentration gradient. Typically 3 sessions per week, 4 hours each.
Vascular access — the "Achilles heel" of haemodialysis:
| Access | Comment |
|---|---|
| Arteriovenous fistula (AVF) | The GOLD STANDARD — a surgically created native artery-to-vein anastomosis (radiocephalic or brachiocephalic). Best long-term patency, lowest infection rate. Requires 6–12 weeks to mature, so it must be created well in advance |
| Arteriovenous graft | Synthetic conduit where veins are inadequate; earlier use but higher thrombosis and infection rates |
| Central venous catheter (tunnelled or temporary) | For urgent dialysis; highest risk of infection, thrombosis and central venous stenosis; should be temporary wherever possible |
Complications:
- During dialysis: HYPOTENSION (the commonest), cramps, nausea, headache, arrhythmia, disequilibrium syndrome (cerebral oedema from over-rapid urea removal in the first sessions — prevented by short, gentle initial treatments), and dialyser reactions.
- Access-related: infection, thrombosis, stenosis, aneurysm, steal syndrome with distal ischaemia, and high-output cardiac failure.
- Long-term: accelerated cardiovascular disease (the leading cause of death), anaemia, beta-2 microglobulin amyloidosis with carpal tunnel syndrome, bone disease, malnutrition, and transmission of hepatitis B and C where infection control is inadequate — a significant issue in some Indian dialysis units, making hepatitis B vaccination and strict segregation essential.
Peritoneal Dialysis (including Capd)
The peritoneum acts as the semipermeable membrane. Dialysate containing glucose (or icodextrin) as the osmotic agent is instilled into the peritoneal cavity through a permanent Tenckhoff catheter, left to dwell while solutes diffuse and water is drawn across by osmosis, and then drained.
Modalities: CAPD (continuous ambulatory peritoneal dialysis) — 3–5 manual exchanges daily, performed by the patient; and APD (automated peritoneal dialysis) — machine-driven exchanges overnight.
| Feature | Haemodialysis | Peritoneal dialysis (CAPD) |
|---|---|---|
| Location | Hospital or centre-based (usually) | HOME-based — independence |
| Schedule | 3 sessions/week, fixed | Daily, flexible |
| Clearance | Intermittent, rapid | Continuous, gentle |
| Haemodynamic stability | Fluctuations; hypotension common | More stable — better for cardiac disease |
| Residual renal function | Declines faster | Better preserved |
| Diet and fluid restriction | Stricter | More liberal |
| Access | Vascular (fistula) | Peritoneal catheter |
| Main complication | Access failure and infection | PERITONITIS |
| Suitability | Most patients | Not suitable after extensive abdominal surgery or with adhesions, hernias or obesity |
| Indian context | Centre availability limits access; travel and cost are major barriers | Well suited to rural patients distant from dialysis centres, but requires clean home conditions and training |
Complications of peritoneal dialysis:
- PERITONITIS — the major complication and commonest cause of technique failure. Presents with cloudy effluent (the earliest and most reliable sign), abdominal pain and fever. Diagnosed by effluent white cell count > 100/µL with > 50% neutrophils, plus culture. Treated with intraperitoneal antibiotics; catheter removal for refractory, relapsing or fungal peritonitis.
- Exit-site and tunnel infection; catheter malfunction and outflow failure.
- Metabolic: hyperglycaemia and weight gain from glucose absorption, dyslipidaemia, protein loss in the effluent.
- Mechanical: hernias, hydrothorax, back pain, abdominal distension.
- Encapsulating peritoneal sclerosis — rare but serious, after prolonged treatment.
Renal Transplantation
The treatment of choice for end-stage renal disease — it offers better survival, better quality of life and lower long-term cost than dialysis, and restores endocrine function (erythropoietin, vitamin D activation).
- Donor sources: living related and unrelated donors (which dominate in India, given the shortage of deceased donation) and deceased (brain-dead) donors. Pre-emptive transplantation before dialysis begins gives the best outcomes.
- Matching: ABO compatibility, HLA matching, and a negative crossmatch; desensitisation protocols allow ABO-incompatible transplantation in selected cases.
- Contraindications: active malignancy, active infection, severe irreversible comorbidity, active substance misuse, and inability to comply with immunosuppression.
- Immunosuppression: induction (basiliximab or anti-thymocyte globulin) followed by maintenance triple therapy — a calcineurin inhibitor (tacrolimus), an antiproliferative (mycophenolate) and corticosteroids.
- Complications:
- Rejection — hyperacute (preformed antibodies, immediate), acute (cellular or antibody-mediated, within months), and chronic.
- INFECTION — opportunistic organisms: CMV, BK virus, *Pneumocystis*, fungi, and TUBERCULOSIS (a major issue in India, requiring screening and often prophylaxis).
- Malignancy — skin cancers and post-transplant lymphoproliferative disorder (EBV-driven).
- Drug toxicity — calcineurin inhibitor nephrotoxicity, diabetes, hypertension, tremor, gum hypertrophy.
- Cardiovascular disease — the commonest cause of death with a functioning graft.
- Recurrence of the original disease in the graft (FSGS, IgA nephropathy, anti-GBM).
- In India, transplantation is governed by the Transplantation of Human Organs and Tissues Act, which regulates living donation, prohibits commercial dealing in organs, and requires authorisation committee approval for unrelated donors — an important medico-legal point.
Plan dialysis access early — "fistula first". An arteriovenous fistula takes 6–12 weeks to mature, so it must be created when the GFR is still around 15–20 mL/min, not when the patient is uraemic and needs dialysis this week. Patients who start haemodialysis on a temporary central catheter have higher infection rates, higher mortality and worse long-term access than those who start with a mature fistula. Late referral to nephrology is the commonest reason this is not achieved.
The Four Questions
A structured approach to any patient with suspected renal disease answers four questions in order:
1. Is the disease ACUTE or CHRONIC?
2. Where is the lesion — pre-renal, glomerular, tubulointerstitial, vascular or post-renal?
3. How severe is it — and are there immediate threats to life?
4. What is the underlying cause?
Acute or Chronic?
| Favouring CHRONIC | Favouring ACUTE |
|---|---|
| Previous abnormal creatinine (the most reliable evidence) | Documented normal recent creatinine |
| Small, echogenic kidneys with loss of corticomedullary differentiation | Normal-sized kidneys |
| Anaemia (erythropoietin deficiency) | Normal haemoglobin |
| Hypocalcaemia with hyperphosphataemia and raised PTH (established bone disease) | Normal calcium/phosphate metabolism |
| Broad waxy casts | Muddy brown or red cell casts |
| Long-standing symptoms; nocturia; pruritus; peripheral neuropathy | Abrupt onset |
Remember two exceptions: kidneys are normal or enlarged in chronic disease due to diabetic nephropathy, amyloidosis, polycystic disease, myeloma or HIV nephropathy; and acute-on-chronic disease is common — a patient may have both.
History
- Urinary symptoms: oliguria, anuria, polyuria, nocturia (an early sign of impaired concentrating ability), frequency, dysuria, hesitancy and poor stream (obstruction), frothy urine (proteinuria), haematuria and its timing and colour.
- Systemic symptoms: oedema, breathlessness, fatigue, anorexia, nausea, pruritus, weight loss, fever, rash, arthralgia, haemoptysis.
- Past history: diabetes and its duration, hypertension, recurrent UTI or childhood enuresis, stones, prostatic symptoms, gout, recent infection (sore throat, skin sepsis, diarrhoea), pregnancy complications, autoimmune disease.
- DRUG HISTORY — critical: NSAIDs and analgesics (including long-term over-the-counter use), ACE inhibitors and ARBs, aminoglycosides, contrast exposure, chemotherapy, proton pump inhibitors, lithium, and traditional, ayurvedic and herbal preparations, which may contain heavy metals or aristolochic acid and are a genuine and under-recognised cause of interstitial nephritis in India.
- Family history: polycystic kidney disease, Alport syndrome (with deafness), hereditary nephritis, and consanguinity.
- Occupational and environmental: heavy metal exposure, agrochemicals, heat stress (relevant to CKD of unknown aetiology in agricultural communities).
Examination
- General: anaemia, uraemic sallow pigmentation, scratch marks, bruising, uraemic fetor, oedema (periorbital and dependent), nutritional status.
- BLOOD PRESSURE — in every patient, both a cause and a consequence of renal disease; postural measurement to assess volume status.
- Volume status — JVP, skin turgor, mucous membranes, capillary refill, lung bases, sacral and pedal oedema, daily weight.
- Abdomen: ballotable kidneys (polycystic disease, hydronephrosis, tumour), palpable bladder (obstruction — never omit this), renal bruit (renal artery stenosis), hepatomegaly.
- Rectal examination for prostatic enlargement in men with obstructive symptoms.
- Fundoscopy — diabetic or hypertensive retinopathy; retinopathy strongly supports diabetic nephropathy as the cause of proteinuria.
- Systemic clues: rash (vasculitis, SLE), joints, nasal crusting and saddle nose (GPA), hearing (Alport), neuropathy, pericardial rub (uraemic pericarditis — an indication for dialysis), asterixis.
Investigations
Urine — the most informative and most neglected investigation:
- Dipstick: protein, blood, leucocytes, nitrites, glucose, pH.
- MICROSCOPY OF FRESH URINE — "the renal biopsy of the poor":
| Finding | Significance |
|---|---|
| RED CELL CASTS, dysmorphic red cells | GLOMERULONEPHRITIS — diagnostic of glomerular bleeding |
| Muddy brown granular casts | Acute tubular necrosis |
| White cell casts | Pyelonephritis, interstitial nephritis |
| Oval fat bodies, "Maltese crosses" | Nephrotic syndrome |
| Broad waxy casts | Chronic kidney disease |
| Eosinophiluria | Acute interstitial nephritis (insensitive) |
| Crystals | Stones, drug crystals, oxalate (ethylene glycol) |
- Quantify protein: urine protein:creatinine or albumin:creatinine ratio.
- Culture where infection is suspected; three early-morning samples for AFB and CBNAAT in sterile pyuria.
Blood:
- Creatinine with eGFR, urea, electrolytes, bicarbonate; cystatin C where muscle mass is atypical.
- CBC (anaemia), calcium, phosphate, PTH, alkaline phosphatase, vitamin D, uric acid, albumin, glucose and HbA1c, lipids.
- Immunological panel where indicated: ANA, anti-dsDNA, complement C3/C4, ANCA, anti-GBM, immunoglobulins, cryoglobulins, hepatitis B and C, HIV, ASO.
- Serum and urine protein electrophoresis with immunofixation and serum free light chains — essential in anyone over 50 with unexplained renal impairment, since myeloma is a classic missed diagnosis.
Imaging:
- ULTRASOUND KIDNEYS AND BLADDER — the essential first imaging test in every patient: kidney size, echogenicity, corticomedullary differentiation, hydronephrosis (obstruction), cysts, stones, and post-void residual volume.
- Doppler for renal artery stenosis and renal vein thrombosis.
- CT (non-contrast for stones); avoid contrast where possible, and hydrate if unavoidable. Avoid gadolinium in advanced CKD because of nephrogenic systemic fibrosis.
- Radionuclide scans for differential function and obstruction; MCUG and DMSA in children.
Renal Biopsy:
- Indications: unexplained AKI, nephrotic syndrome in adults, glomerulonephritis, systemic disease with renal involvement, unexplained proteinuria or haematuria with impaired function, and transplant dysfunction.
- Contraindications: bleeding diathesis or uncorrected coagulopathy, uncontrolled hypertension, single kidney (relative), small shrunken kidneys, active infection, and an uncooperative patient.
- Complications: haematuria, perinephric haematoma, arteriovenous fistula, and rarely nephrectomy or death — so it must be justified by a clear question that will change management.
Look at the urine yourself. A fresh, spun urine sample examined under the microscope will distinguish glomerulonephritis from acute tubular necrosis from interstitial nephritis in minutes, at almost no cost — and it is the one investigation most often outsourced, delayed or skipped. Red cell casts mean glomerulonephritis and demand urgent serology and biopsy; muddy brown casts mean ATN and demand attention to perfusion and nephrotoxins. Those two findings, obtained at the bedside, redirect the whole management.
Definition
Renal artery stenosis (RAS) is narrowing of one or both main renal arteries or their branches, sufficient to reduce renal perfusion. It is important as a potentially correctable cause of secondary hypertension and of progressive renal impairment — "ischaemic nephropathy".
Aetiology
| Cause | Proportion | Typical patient |
|---|---|---|
| ATHEROSCLEROTIC | ~90% | Older patient (> 50), with generalised atherosclerosis — coronary, cerebral and peripheral disease; smoker, diabetic, dyslipidaemic. Involves the ostium and proximal third of the artery |
| FIBROMUSCULAR DYSPLASIA | ~10% | YOUNG WOMEN (15–50 years), non-atherosclerotic. Affects the mid and distal artery, producing the classic "STRING OF BEADS" appearance on angiography. May involve carotid and other arteries |
| Others | Rare | Takayasu arteritis (an important cause in young Indian patients), neurofibromatosis, radiation, dissection, thromboembolism, extrinsic compression |
Pathophysiology
Reduced renal perfusion is sensed by the juxtaglomerular apparatus, activating the renin–angiotensin–aldosterone system:
- Renin → angiotensin II → vasoconstriction and aldosterone release → sodium and water retention → HYPERTENSION
- Angiotensin II maintains the efferent arteriolar tone necessary to preserve glomerular filtration in the hypoperfused kidney — which is precisely why ACE inhibitors and ARBs precipitate acute kidney injury in bilateral disease (see the danger box)
- Chronic ischaemia causes tubulointerstitial fibrosis and atrophy — ischaemic nephropathy — with progressive irreversible loss of function
Clinical Features — When to Suspect It
- Severe or resistant hypertension — uncontrolled despite three drugs including a diuretic.
- Hypertension of abrupt onset, or onset before 30 (fibromuscular dysplasia) or after 55 (atherosclerotic).
- Sudden worsening of previously controlled hypertension; malignant or accelerated hypertension.
- Deterioration in renal function after starting an ACE inhibitor or ARB — the classic clue.
- "FLASH" PULMONARY OEDEMA — recurrent, sudden pulmonary oedema with preserved left ventricular function (Pickering syndrome), characteristic of bilateral disease.
- Unexplained progressive renal impairment, particularly with a discrepancy in kidney size on ultrasound (a difference of more than 1.5 cm).
- Abdominal or flank BRUIT — systolic-diastolic, specific though insensitive.
- Widespread atherosclerotic disease elsewhere.
- Hypokalaemia with metabolic alkalosis (secondary hyperaldosteronism), and absence of proteinuria or an active sediment — which distinguishes it from intrinsic renal disease.
Investigations
| Test | Comment |
|---|---|
| Duplex ultrasound with Doppler | First-line, non-invasive, no contrast; measures peak systolic velocity and the resistive index. Operator-dependent and limited by obesity and bowel gas |
| CT angiography | Excellent anatomical detail; limited by contrast nephrotoxicity in impaired renal function |
| MR angiography | Good detail without iodinated contrast; gadolinium avoided in advanced CKD (nephrogenic systemic fibrosis) |
| Catheter (digital subtraction) angiography | The GOLD STANDARD — and allows simultaneous intervention; reserved for when treatment is contemplated |
| Captopril renography | Demonstrates functional significance; less used now |
| Plasma renin activity | Raised; non-specific and rarely useful in practice |
Also assess: renal function, electrolytes (hypokalaemia), urinalysis (typically bland with little proteinuria), lipids, glucose, and evidence of atherosclerosis elsewhere.
Management
1. Medical therapy is the mainstay for atherosclerotic disease
This reflects a genuine change in practice: large randomised trials (ASTRAL and CORAL) showed that revascularisation added no benefit over optimal medical therapy for most patients with atherosclerotic renal artery stenosis, in terms of blood pressure, renal function or cardiovascular events.
- Blood pressure control — ACE inhibitors or ARBs are effective and appropriate in UNILATERAL disease, with careful monitoring of creatinine and potassium; combine with other agents as needed.
- Statin therapy and antiplatelet therapy.
- Smoking cessation, glycaemic control, weight and dietary sodium management.
- Monitor renal function and kidney size.
2. Revascularisation — for selected patients only
- Percutaneous angioplasty (with stenting for atherosclerotic ostial lesions; angioplasty alone is usually sufficient and highly effective for fibromuscular dysplasia).
- Indications: fibromuscular dysplasia (where results are excellent and often curative), recurrent flash pulmonary oedema, rapidly deteriorating renal function, truly refractory hypertension despite maximal medical therapy, and critical stenosis in a solitary functioning kidney.
- Surgical revascularisation — reserved for complex anatomy or failed endovascular treatment.
3. Treat the underlying condition — immunosuppression for Takayasu arteritis before considering intervention.
A significant rise in creatinine after starting an ACE inhibitor or ARB should raise the suspicion of bilateral renal artery stenosis (or stenosis in a solitary functioning kidney). In these patients, glomerular filtration depends on angiotensin II-mediated efferent arteriolar constriction, and blocking it causes an abrupt fall in filtration pressure and acute kidney injury. A creatinine rise of up to 30% is acceptable and expected when starting these drugs in CKD; a rise beyond that demands that the drug be stopped and the renal arteries imaged. Conversely, do not withhold these drugs from all patients with renal disease out of fear — they are among the most renoprotective agents available.
Definition and Genetics
Autosomal dominant polycystic kidney disease (ADPKD) is the commonest inherited kidney disease, affecting about 1 in 400 to 1 in 1000 individuals, and accounts for 5–10% of patients on renal replacement therapy.
- PKD1 gene (chromosome 16) — ~85% of cases, encoding polycystin-1. Associated with earlier onset and progression to end-stage renal disease around the age of 55.
- PKD2 gene (chromosome 4) — ~15%, encoding polycystin-2; milder disease with end-stage failure around 75.
Autosomal dominant inheritance means each child of an affected parent has a 50% risk — which makes family screening and counselling central to management. About 10% of cases arise from new mutations.
Pathogenesis:
- polycystins are located in the primary cilium of tubular epithelial cells and regulate calcium signalling and cell proliferation. Their dysfunction causes progressive formation and enlargement of fluid-filled cysts from tubular segments, which detach from the parent tubule and continue to secrete fluid.
- Cyst growth compresses adjacent normal parenchyma, causing progressive interstitial fibrosis and loss of function. Kidneys may reach enormous size, weighing several kilograms.
Note the contrast with autosomal RECESSIVE PKD, which presents in infancy with massively enlarged kidneys, oligohydramnios (Potter sequence) and congenital hepatic fibrosis.
Clinical Features
Renal:
- Often asymptomatic until the third or fourth decade.
- Hypertension — very common and OFTEN THE EARLIEST manifestation, preceding any fall in GFR; caused by cyst-mediated compression with activation of the renin–angiotensin system.
- Loin or abdominal pain — chronic dull ache from cyst enlargement, or acute severe pain from cyst haemorrhage, infection or stone.
- Haematuria — macroscopic, from cyst rupture into the collecting system; usually self-limiting.
- Palpable, ballotable, knobbly kidneys; abdominal distension and early satiety with massive enlargement.
- Renal stones (in ~20%) — uric acid and calcium oxalate, promoted by urinary stasis and low urine pH.
- Cyst infection — fever and localised loin tenderness; difficult to treat, requiring lipid-soluble antibiotics (fluoroquinolones, co-trimoxazole) that penetrate cysts.
- Progressive chronic kidney disease leading to end-stage renal failure; urine concentrating defect with nocturia and polyuria appears early.
Extra-renal — the "systemic" nature of the disease is a favourite examination point:
| Site | Manifestation |
|---|---|
| Liver | HEPATIC CYSTS — the commonest extrarenal feature (up to 80%); usually asymptomatic with preserved liver function; more numerous and larger in women and with pregnancy and oestrogen use |
| Brain | INTRACRANIAL BERRY ANEURYSMS (~8%) — with risk of subarachnoid haemorrhage; the most feared complication |
| Heart | Mitral valve prolapse (~25%), aortic regurgitation, aortic root dilatation and dissection |
| Gastrointestinal | Colonic diverticulosis with increased risk of perforation; pancreatic and splenic cysts |
| Abdominal wall | Inguinal and umbilical hernias |
| Others | Seminal vesicle cysts, arachnoid cysts, bronchiectasis |
Investigations
- ULTRASOUND — the investigation of choice for diagnosis and screening: cheap, non-invasive and radiation-free. Age-dependent Ravine criteria are used in those with a family history — broadly, at least 3 cysts (unilateral or bilateral) between 15 and 39 years, at least 2 in each kidney between 40 and 59, and 4 or more in each kidney at 60 and above.
- CT or MRI — more sensitive for small cysts, and MRI measurement of total kidney volume is the best predictor of subsequent decline in function and is used to select patients for treatment.
- Genetic testing — for equivocal imaging, potential living related donors, young at-risk individuals, and pre-implantation or prenatal diagnosis.
- Monitoring: blood pressure, renal function and eGFR, urinalysis, and total kidney volume.
- Screening for intracranial aneurysm by MR angiography — NOT routine, but indicated for: a family history of subarachnoid haemorrhage or intracranial aneurysm, previous aneurysm, high-risk occupations (pilots), before major elective surgery, and where the patient requests it after counselling about the implications.
Management
There is no cure; the goals are to slow progression, manage complications and screen the family.
1. Slow progression
- Rigorous blood pressure control — the single most important intervention, with a target of about ≤ 130/80 mmHg (lower in young patients with preserved function). ACE inhibitors or ARBs are first-line, as the renin–angiotensin system is activated.
- TOLVAPTAN — a vasopressin V2 receptor antagonist, the first disease-modifying therapy, which slows cyst growth and the decline in eGFR in patients with rapidly progressive disease. It causes marked aquaresis with polyuria and thirst, and requires monitoring of liver function because of hepatotoxicity; cost limits access in India.
- High fluid intake (2.5–3 litres daily) to suppress vasopressin; dietary sodium restriction; avoidance of caffeine; weight control.
2. Manage complications
- Pain: analgesia (avoid NSAIDs), cyst aspiration or sclerotherapy, laparoscopic cyst decompression in selected cases.
- Haematuria: rest, hydration and analgesia; it is usually self-limiting. Investigate persistent or atypical bleeding to exclude malignancy.
- Cyst infection: lipid-soluble antibiotics with good cyst penetration, for a prolonged course; drainage for abscess.
- Stones: hydration, alkalinisation for uric acid stones, and urological management.
- Hepatic cysts: usually need no treatment; drainage or resection for symptomatic disease.
- Intracranial aneurysm: neurosurgical or endovascular treatment based on size and site; strict blood pressure control and smoking cessation for all.
3. Renal replacement therapy
Dialysis or transplantation — outcomes after transplantation are good. Native nephrectomy may be needed before or at the time of transplantation if the kidneys are massively enlarged and there is no room for the graft, or for recurrent infection or bleeding.
Genetic Counselling and Family Screening
- Explain the 50% risk to each child and the implications for insurance, employment and reproductive planning.
- Screen at-risk first-degree relatives, ideally after counselling about the consequences of a positive result. Screening of asymptomatic children is generally deferred until adulthood, but blood pressure should be checked in at-risk children.
- Screen potential living related donors rigorously — genetic testing is required, since imaging alone cannot exclude the disease in a young donor.
A patient with polycystic kidney disease and a sudden severe headache has a subarachnoid haemorrhage until proved otherwise. Berry aneurysms cluster in families, and rupture occurs at a younger age and with higher mortality than in the general population. Ask every ADPKD patient about a family history of sudden death, stroke or "brain haemorrhage" — a positive answer is the main indication for MR angiographic screening, and controlling blood pressure and stopping smoking are the interventions that reduce the risk.
Aetiology and Comparison
| Feature | Hepatitis A | Hepatitis B | Hepatitis C | Hepatitis D | Hepatitis E |
|---|---|---|---|---|---|
| Virus | RNA (picorna) | DNA (hepadna) | RNA (flavi) | Defective RNA — requires HBV | RNA (hepe) |
| Transmission | Faeco-oral | Parenteral, sexual, vertical | Parenteral (blood, IVDU) | As for HBV | Faeco-oral (water-borne) |
| Incubation | 2–6 weeks | 1–6 months | 2 weeks–6 months | Variable | 2–9 weeks |
| Chronicity | NEVER | 5–10% adults; > 90% neonates | ~80% — the highest | Co-infection ~5%; SUPERinfection > 80% | Never (except immunosuppressed) |
| Carrier state | No | Yes | Yes | Yes | No |
| Cirrhosis / HCC | No | Yes | Yes | Yes (accelerated) | No |
| Vaccine | Yes | Yes | No | Prevented by HBV vaccine | Yes (limited availability) |
| Special note | Children mostly asymptomatic | Vertical transmission is the main route in India | Often silent for decades | Worst prognosis of the hepatitides | HIGH MORTALITY (~20%) IN PREGNANCY |
Clinical Features — Acute Viral Hepatitis
Four phases, common to all types:
1. Incubation — asymptomatic, but infectious in A and E.
2. Prodromal (pre-icteric), 3–10 days — anorexia (often with a distaste for cigarettes and fatty food), nausea, vomiting, malaise, low-grade fever, right hypochondrial discomfort, urticaria and arthralgia (particularly in hepatitis B, from immune complexes).
3. Icteric, 1–3 weeks — jaundice with dark urine and pale stools; the prodromal symptoms often improve as jaundice appears; tender hepatomegaly, splenomegaly in some.
4. Convalescent — gradual resolution over weeks; fatigue may persist for months.
Anicteric infection is far commoner than icteric disease, particularly in children — which is why most hepatitis A infection in India is silent and produces lifelong immunity.
Hepatitis B Serology — the Core Examination Topic
| Marker | Meaning |
|---|---|
| HBsAg | Surface antigen — indicates ACTIVE infection (acute or chronic). Persistence beyond 6 months defines chronic infection |
| Anti-HBs | Immunity — from vaccination (anti-HBs alone) or past resolved infection (with anti-HBc) |
| HBeAg | Marker of HIGH VIRAL REPLICATION AND INFECTIVITY |
| Anti-HBe | Seroconversion — reduced replication and infectivity |
| Anti-HBc IgM | ACUTE infection — also the only marker positive in the "window period" |
| Anti-HBc IgG | Past or ongoing exposure; never produced by vaccination — this is what distinguishes natural infection from immunisation |
| HBV DNA | Quantifies viral load; guides treatment and monitors response |
Interpreting the common patterns:
| Pattern | Interpretation |
|---|---|
| HBsAg +, IgM anti-HBc + | Acute hepatitis B |
| HBsAg +, IgG anti-HBc +, HBeAg + | Chronic hepatitis B, high replication |
| HBsAg +, IgG anti-HBc +, anti-HBe + | Chronic hepatitis B, low replication (or precore mutant) |
| HBsAg −, anti-HBs +, anti-HBc + | Past infection, now immune |
| HBsAg −, anti-HBs +, anti-HBc − | Vaccinated |
| HBsAg −, IgM anti-HBc + only | Window period |
Investigations
- Liver function tests: markedly raised ALT and AST (often > 1000 IU/L, with ALT > AST) — the hallmark of acute viral hepatitis; raised bilirubin (conjugated and unconjugated); alkaline phosphatase mildly raised.
- Prothrombin time / INR — the most important prognostic test, reflecting synthetic function. A rising INR signals impending acute liver failure.
- Viral serology as above; anti-HAV IgM, anti-HEV IgM, anti-HCV with HCV RNA (antibody alone does not distinguish current from cleared infection).
- Ultrasound abdomen to exclude biliary obstruction and assess the liver and spleen.
- CBC, renal function, glucose, albumin.
Complications
- Acute liver failure (fulminant hepatitis) — under 1% overall, but markedly higher with hepatitis E in pregnancy and with hepatitis B–D superinfection.
- Chronic hepatitis → cirrhosis → hepatocellular carcinoma (B, C, D).
- Cholestatic hepatitis (prolonged jaundice and pruritus, particularly hepatitis A); relapsing hepatitis.
- Extrahepatic: polyarteritis nodosa and membranous nephropathy (hepatitis B); cryoglobulinaemia, membranoproliferative glomerulonephritis, porphyria cutanea tarda and lichen planus (hepatitis C); aplastic anaemia.
Management
Acute viral hepatitis — supportive:
- Rest as tolerated, adequate nutrition and hydration; no evidence supports strict bed rest or a fat-free diet.
- Avoid alcohol and all hepatotoxic drugs; use paracetamol cautiously and avoid sedatives.
- Monitor INR and sensorium for signs of acute liver failure — the key clinical task.
- No antiviral treatment is required for acute hepatitis A or E, or for most acute hepatitis B in immunocompetent adults (over 90% clear spontaneously). Acute hepatitis C, by contrast, should be treated, as it prevents chronicity.
- Isolation and hygiene measures for A and E; notify as required.
Chronic hepatitis B: tenofovir or entecavir are first-line, given long-term (often indefinitely); pegylated interferon in selected patients. Treatment is indicated based on HBV DNA level, ALT and the degree of fibrosis. Monitor with HBV DNA, ALT, and 6-monthly ultrasound with alpha-fetoprotein for hepatocellular carcinoma surveillance in cirrhotics and other high-risk groups.
Chronic hepatitis C: direct-acting antivirals (sofosbuvir-based combinations) achieve cure (sustained virological response) in over 95% with 8–12 weeks of oral therapy and minimal toxicity — one of the great therapeutic advances of modern medicine, and available in India at relatively low cost through generic manufacture and the national programme.
Hepatitis D: treat the underlying hepatitis B; pegylated interferon has limited efficacy; bulevirtide is a newer option.
Prevention
- Hepatitis A and E: safe water and sanitation, hand hygiene, food safety; hepatitis A vaccine for travellers, chronic liver disease and outbreak control. Hepatitis E vaccine exists but is not widely deployed.
- Hepatitis B: universal infant vaccination (part of India's immunisation programme), birth-dose vaccine, catch-up vaccination of healthcare workers and high-risk groups, screening of blood products, safe injection practices, and prevention of mother-to-child transmission — maternal screening, birth-dose vaccine with hepatitis B immunoglobulin, and maternal antiviral therapy in high viral load.
- Hepatitis C: no vaccine — prevention rests on blood safety, safe injection practices, needle exchange, and screening and treating those infected.
Hepatitis E in pregnancy carries a mortality of around 20%, with a high rate of fulminant hepatic failure, obstetric haemorrhage and fetal loss, particularly in the third trimester. Any pregnant woman with jaundice in India must be tested for hepatitis E and monitored closely for encephalopathy and coagulopathy. This is one of the most important region-specific facts in hepatology and is examined repeatedly.
Definition
Cirrhosis is the end stage of chronic liver injury, characterised histologically by diffuse hepatic fibrosis with conversion of normal architecture into structurally abnormal regenerative nodules. The two consequences that produce all its clinical features are hepatocellular failure and portal hypertension.
It is described as compensated (asymptomatic, often detected incidentally) or decompensated (with ascites, variceal bleeding, encephalopathy or jaundice) — a distinction that dominates prognosis, since decompensation marks a sharp fall in survival.
Aetiology
- Alcohol — a leading cause worldwide and in India.
- Chronic viral hepatitis B and C.
- Non-alcoholic fatty liver disease (NAFLD/NASH) — now the fastest-growing cause, tracking the epidemic of obesity and type 2 diabetes in India.
- Autoimmune — autoimmune hepatitis, primary biliary cholangitis, primary sclerosing cholangitis.
- Metabolic and genetic — Wilson's disease, haemochromatosis, alpha-1 antitrypsin deficiency, galactosaemia, glycogen storage disease.
- Biliary — secondary biliary cirrhosis from prolonged obstruction.
- Vascular — Budd–Chiari syndrome, right heart failure and constrictive pericarditis (cardiac cirrhosis), veno-occlusive disease.
- Drugs and toxins — methotrexate, amiodarone, isoniazid.
- Cryptogenic — many now recognised to be burnt-out NASH.
Clinical Features
Symptoms: fatigue, anorexia, weight loss, muscle wasting, abdominal distension, ankle swelling, easy bruising, pruritus, and reduced libido.
Signs of chronic liver disease:
| Region | Signs |
|---|---|
| Hands | Clubbing, leuconychia (from hypoalbuminaemia), palmar erythema, Dupuytren's contracture, flapping tremor (asterixis) in encephalopathy |
| Face and eyes | Jaundice (sclera), parotid enlargement, fetor hepaticus, xanthelasma (in PBC) |
| Chest and skin | Spider naevi (> 5 is abnormal; fill from the centre), gynaecomastia, loss of axillary and chest hair, bruising, scratch marks |
| Abdomen | Ascites, caput medusae, splenomegaly; liver may be enlarged, normal or shrunken and hard |
| Genital | Testicular atrophy, loss of libido |
| Nutrition | Muscle wasting, particularly of the temporalis and shoulder girdle |
Note: many signs reflect hyperoestrogenism from impaired hepatic metabolism — spider naevi, palmar erythema, gynaecomastia, testicular atrophy and body hair loss.
COMPLICATIONS — the substance of clinical hepatology
1. Portal hypertension → oesophageal and gastric varices with bleeding, splenomegaly with hypersplenism, caput medusae.
2. Ascites → spontaneous bacterial peritonitis, hepatic hydrothorax, umbilical hernia.
3. Hepatic encephalopathy.
4. Hepatorenal syndrome.
5. Hepatopulmonary syndrome (hypoxia with intrapulmonary shunting, platypnoea and orthodeoxia) and portopulmonary hypertension.
6. Coagulopathy — reduced synthesis of clotting factors and thrombocytopenia; note that cirrhosis is a state of rebalanced haemostasis, not simple anticoagulation, and thrombosis also occurs.
7. Hepatocellular carcinoma.
8. Malnutrition and sarcopenia; osteoporosis; cirrhotic cardiomyopathy; increased susceptibility to infection.
Investigations
- Liver function tests: AST and ALT may be normal or only mildly raised in established cirrhosis — normal transaminases do not exclude it. Low albumin, raised bilirubin and prolonged INR reflect synthetic failure. An AST:ALT ratio > 2 suggests alcoholic liver disease.
- CBC — thrombocytopenia is the earliest and most useful haematological clue (hypersplenism and reduced thrombopoietin); anaemia, leucopenia.
- Ultrasound — coarse echotexture, nodular surface, shrunken right lobe with caudate lobe hypertrophy, splenomegaly, ascites, portal vein diameter and flow on Doppler, and screening for focal lesions.
- Transient elastography (FibroScan) and serum fibrosis scores (FIB-4, APRI) — non-invasive assessment of fibrosis, now largely replacing biopsy for staging.
- Upper GI endoscopy — to screen for and grade varices.
- Ascitic fluid analysis with SAAG (see the ascites answer).
- Aetiological workup: viral serology, autoantibodies (ANA, ASMA, AMA) with immunoglobulins, serum caeruloplasmin and 24-hour urinary copper (Wilson's — mandatory under 40), ferritin and transferrin saturation (haemochromatosis), alpha-1 antitrypsin.
- Liver biopsy — for uncertain aetiology; less often needed now.
- Hepatocellular carcinoma surveillance: 6-monthly ultrasound with or without alpha-fetoprotein in all cirrhotics.
Prognostic scores: Child–Turcotte–Pugh (bilirubin, albumin, INR, ascites, encephalopathy — classes A, B, C) and MELD (bilirubin, INR, creatinine, sodium), which determines transplant priority.
Management
1. Treat the cause — the only intervention that can halt or reverse progression
- Absolute alcohol abstinence with structured support
- antiviral therapy for hepatitis B and C (cure of hepatitis C can produce regression of fibrosis)
- weight loss and metabolic control in NAFLD
- immunosuppression in autoimmune hepatitis
- chelation in Wilson's disease
- venesection in haemochromatosis.
2. General measures
- Nutrition — adequate calories and protein (protein restriction is obsolete and harmful), with late-evening snacks to reduce catabolism; salt restriction for ascites; supplement fat-soluble vitamins, thiamine and zinc.
- Avoid hepatotoxins — alcohol, NSAIDs (which precipitate renal failure and bleeding), aminoglycosides, and unregulated herbal and traditional preparations, which are a significant and under-recognised cause of liver injury in India.
- Vaccinate against hepatitis A and B, influenza and pneumococcus.
- Screen for and treat osteoporosis; treat pruritus (cholestyramine).
3. Manage complications
- Varices: non-selective beta-blockers (propranolol, carvedilol) or endoscopic band ligation for primary prophylaxis; band ligation, vasoactive drugs, antibiotics and TIPS for bleeding (see the upper GI bleed answer).
- Ascites: salt restriction, spironolactone with furosemide, therapeutic paracentesis with albumin cover.
- Spontaneous bacterial peritonitis: diagnostic tap, antibiotics, albumin, secondary prophylaxis.
- Encephalopathy: lactulose and rifaximin; identify precipitants.
- Hepatorenal syndrome: terlipressin with albumin.
- Hepatocellular carcinoma: surveillance, and treatment by stage.
4. Liver transplantation — the definitive treatment for decompensated cirrhosis and for selected hepatocellular carcinoma; referral should be made before the patient becomes too ill, and requires demonstrated abstinence in alcohol-related disease.
A low platelet count is often the first laboratory sign of cirrhosis. In a patient with risk factors, thrombocytopenia with a normal-looking liver on routine tests should prompt assessment for portal hypertension — ultrasound with Doppler, elastography and endoscopy — long before ascites or jaundice appear. Waiting for the classical signs means waiting for decompensation, at which point the opportunity to modify the disease has largely passed.
Definition
Upper gastrointestinal (GI) bleeding is bleeding from a source proximal to the ligament of Treitz. It presents as haematemesis (vomiting fresh or "coffee-ground" blood), melaena (black, tarry, offensive stool — requiring as little as 50–100 mL of blood), or, with brisk bleeding, haematochezia with haemodynamic compromise. It is a medical emergency with significant mortality, particularly in the elderly and in those with comorbidity.
Causes
| Cause | Proportion | Notes |
|---|---|---|
| Peptic ulcer disease (gastric and duodenal) | ~40–50% — the commonest | *H. pylori*, NSAIDs and aspirin, stress ulceration |
| Oesophageal and gastric varices | 10–20% (higher in India) | Portal hypertension; highest mortality |
| Mallory–Weiss tear | 5–10% | Mucosal tear at the gastro-oesophageal junction after retching or vomiting; typically self-limiting |
| Erosive gastritis / oesophagitis | 10–15% | NSAIDs, alcohol, reflux, stress |
| Malignancy | ~5% | Gastric and oesophageal carcinoma |
| Others | Dieulafoy's lesion (an aberrant submucosal artery causing torrential bleeding from a tiny defect), angiodysplasia, aorto-enteric fistula (after aortic graft), haemobilia, Osler–Weber–Rendu |
Clinical Assessment
History:
- volume and nature of the bleed
- previous dyspepsia or ulcer
- NSAID, aspirin, anticoagulant and steroid use
- alcohol and known liver disease
- retching before haematemesis (Mallory–Weiss)
- weight loss and dysphagia (malignancy)
- previous aortic surgery
- comorbidity.
Examination — the first priority is haemodynamic status, not the source:
- Pulse, blood pressure, postural drop, capillary refill, mental state and urine output.
- Tachycardia precedes hypotension — a resting tachycardia in a bleeding patient means significant loss.
- Look for stigmata of chronic liver disease — this changes management entirely.
- Per rectal examination to confirm melaena.
- Nasogastric aspiration is no longer routinely recommended.
Risk scores: the Glasgow–Blatchford score (using urea, haemoglobin, systolic pressure, pulse, melaena, syncope, hepatic disease and cardiac failure) identifies very low-risk patients suitable for outpatient management; the Rockall score predicts rebleeding and mortality after endoscopy.
Investigations
- CBC — note that haemoglobin may be normal initially in acute bleeding before haemodilution occurs; it is not a measure of the volume lost in the first hours.
- Urea and creatinine — a disproportionately raised urea with normal creatinine reflects absorbed blood protein and supports an upper GI source.
- Liver function, coagulation profile, blood grouping and cross-match (at least 2–4 units).
- ECG and troponin in the elderly or those with cardiac disease — bleeding precipitates myocardial ischaemia.
- Upper GI endoscopy — both diagnostic and therapeutic; performed within 24 hours in most patients, and urgently (within 12 hours) in variceal bleeding or haemodynamic instability after resuscitation.
- CT angiography or catheter angiography if bleeding continues and endoscopy is non-diagnostic.
Management
1. Resuscitation FIRST — before any diagnostic effort
- Two large-bore intravenous cannulae; crystalloid while awaiting blood.
- Blood transfusion with a RESTRICTIVE strategy — transfusing at a lower haemoglobin threshold improves survival compared with liberal transfusion, particularly in variceal bleeding, where over-transfusion raises portal pressure and precipitates rebleeding.
- Correct coagulopathy — vitamin K, prothrombin complex concentrate or fresh frozen plasma; platelets for significant thrombocytopenia; reverse anticoagulants where the bleeding is life-threatening.
- Protect the airway — intubate for massive haematemesis or altered consciousness, since aspiration is a major cause of death.
- Keep nil by mouth, monitor closely with urine output, and involve gastroenterology and surgery early.
2. Pharmacological therapy
- High-dose proton pump inhibitor — intravenous, started before endoscopy in suspected ulcer bleeding; it stabilises clot by raising gastric pH, reduces the need for endoscopic therapy, and is continued as an infusion after treatment of high-risk lesions.
- Vasoactive drugs for suspected variceal bleeding — terlipressin or octreotide/somatostatin — started IMMEDIATELY on suspicion, before endoscopy, as they reduce portal pressure and improve control of bleeding.
- Prophylactic antibiotics (ceftriaxone) in ALL cirrhotic patients with GI bleeding — this reduces infection, rebleeding and mortality, and is one of the most robust interventions in the field, yet is frequently omitted.
3. Endoscopic therapy
- Ulcers: treatment is guided by the Forrest classification of stigmata (active spurting, oozing, visible vessel, adherent clot, flat pigmented spot, clean base). High-risk lesions receive combination therapy — adrenaline injection PLUS a second modality (thermal coagulation, haemoclips); adrenaline alone is inadequate.
- Oesophageal varices: endoscopic band ligation (superior to sclerotherapy).
- Gastric varices: cyanoacrylate glue injection.
4. Failure to control bleeding
- Balloon tamponade (Sengstaken–Blakemore or Minnesota tube) — a temporary bridge for no more than 24 hours in exsanguinating variceal bleeding, with the airway protected; risks oesophageal necrosis and rupture.
- TIPS (transjugular intrahepatic portosystemic shunt) — for refractory or early rebleeding variceal haemorrhage; early "pre-emptive" TIPS improves survival in high-risk patients. Risk of precipitating encephalopathy.
- Interventional radiology — angiographic embolisation for non-variceal bleeding.
- Surgery — now rarely required, for uncontrolled bleeding despite the above.
5. After the bleed — preventing recurrence
- Test and eradicate *H. pylori* in ulcer disease, and confirm eradication.
- Stop NSAIDs and aspirin where possible; if antiplatelet therapy is essential (for example after coronary stenting), restart early with proton pump inhibitor cover — the risk of stopping it may exceed the risk of rebleeding.
- Repeat endoscopy to confirm healing of gastric ulcers and exclude malignancy — a gastric ulcer must always be biopsied.
- Variceal bleeding: secondary prophylaxis with a non-selective beta-blocker PLUS repeated band ligation until varices are eradicated, and referral for transplant assessment.
In any patient with GI bleeding and signs of chronic liver disease, assume variceal bleeding and act accordingly — before endoscopy. That means terlipressin or octreotide, prophylactic ceftriaxone, restrictive transfusion, airway protection and urgent endoscopy. Variceal bleeding carries the highest mortality of any upper GI bleed, and the three interventions most often missed are the vasoactive drug, the antibiotic, and restraint in transfusion.
Definition and Diagnosis
Acute pancreatitis is an acute inflammatory process of the pancreas with variable involvement of peripancreatic tissue and remote organ systems. Diagnosis requires two of the following three (revised Atlanta criteria):
1. Characteristic abdominal pain — acute, severe, epigastric, radiating to the back
2. Serum amylase or lipase ≥ 3 times the upper limit of normal
3. Characteristic findings on cross-sectional imaging (CECT, MRI or ultrasound)
Aetiology — "i Get Smashed"
I GET SMASHED — causes of acute pancreatitis
I = Idiopathic (up to 20%; many are occult microlithiasis)
G = GALLSTONES — the commonest cause overall (~40%)
E = Ethanol (alcohol) — the second commonest (~30%)
T = Trauma; post-ERCP
S = Steroids
M = Mumps and other infections (coxsackie, HIV, ascariasis)
A = Autoimmune pancreatitis (IgG4-related)
S = Scorpion sting (Trinidadian scorpion — classic examination trivia)
H = Hypercalcaemia, Hypertriglyceridaemia (> 1000 mg/dL), Hypothermia
E = ERCP
D = Drugs — azathioprine, valproate, thiazides, furosemide, oestrogens, tetracyclines, didanosine
Pathophysiology
Whatever the trigger, the common pathway is premature intracellular activation of trypsinogen to trypsin, which activates the entire cascade of pancreatic enzymes within the gland — causing autodigestion, acinar necrosis, and a local inflammatory response. In severe disease this becomes a systemic inflammatory response syndrome (SIRS) with capillary leak, third-space fluid sequestration, distributive shock and multi-organ failure — which is why fluid resuscitation is central to management.
Clinical Features
- Severe, constant epigastric pain radiating to the back, relieved by sitting forward and worsened by lying flat.
- Nausea and persistent vomiting that does not relieve the pain.
- Fever, tachycardia, hypotension; shock in severe disease.
- Abdominal tenderness with guarding; reduced or absent bowel sounds (ileus); abdominal distension.
- Jaundice — suggests a gallstone aetiology with biliary obstruction.
- Retroperitoneal haemorrhage signs (uncommon but classic): Cullen's sign (periumbilical ecchymosis) and Grey Turner's sign (flank ecchymosis) — both indicate severe necrotising disease.
- Fox's sign (inguinal ecchymosis); tetany from hypocalcaemia; subcutaneous fat necrosis (panniculitis).
- Pleural effusion (usually left-sided) and basal atelectasis.
Investigations
- Serum lipase — more sensitive and specific than amylase, and remains raised longer; amylase falls within 3–5 days and may be normal in late presentation, in alcoholic pancreatitis and in hypertriglyceridaemia.
- Note that the DEGREE of enzyme elevation does NOT correlate with severity — a common misconception.
- Assess severity and organ function: CBC (haematocrit — haemoconcentration indicates third-space loss), urea and creatinine, calcium (low), glucose (high), LDH, AST, albumin, arterial blood gas, CRP at 48 hours (a useful severity marker), and coagulation profile.
- Triglycerides and calcium — to identify a metabolic cause; liver function tests (a raised ALT strongly suggests gallstones).
- Ultrasound abdomen in every patient — to identify gallstones and biliary dilatation; this determines definitive management.
- CECT abdomen — best performed after 72 hours, when necrosis has declared itself; earlier scans underestimate necrosis. Reserve for diagnostic uncertainty, suspected complications, or failure to improve.
- MRCP or endoscopic ultrasound for suspected choledocholithiasis; IgG4 for autoimmune pancreatitis.
Severity Assessment
Revised Atlanta classification:
- Mild — no organ failure, no local or systemic complications
- Moderately severe — transient organ failure (< 48 hours) and/or local complications
- Severe — persistent organ failure (> 48 hours), with mortality of 30% or more
Scoring systems: Ranson's criteria (assessed at admission and 48 hours), APACHE II, BISAP, modified Glasgow (Imrie) score, and the CT severity index (Balthazar). Persistent organ failure is the single strongest predictor of death.
Complications
Local:
- Acute peripancreatic fluid collection and pseudocyst (a collection with a defined wall, after 4 weeks; may become infected, bleed or obstruct).
- Pancreatic necrosis — sterile or INFECTED; infected necrosis is the leading cause of late death.
- Walled-off necrosis; pancreatic abscess.
- Splenic and portal vein thrombosis; pseudoaneurysm (splenic artery) with haemorrhage.
- Gastric outlet obstruction; pancreatic ascites and fistula.
Systemic: ARDS, acute kidney injury, shock, DIC, sepsis and multi-organ failure, hyperglycaemia, hypocalcaemia, and pancreatic encephalopathy.
Late: chronic pancreatitis, exocrine insufficiency with steatorrhoea, and endocrine insufficiency (diabetes).
Management
1. Aggressive but controlled fluid resuscitation — the single most important early intervention
Give balanced crystalloid (Ringer's lactate is preferred over normal saline), guided by heart rate, blood pressure, urine output (target 0.5 mL/kg/hour), haematocrit and blood urea. The first 24 hours matter most. Note that recent evidence has moved away from very aggressive fluid loading, which increases fluid overload and respiratory complications — the aim is goal-directed moderate resuscitation, not maximal volume.
2. Analgesia — give adequate opioid analgesia; the old teaching that morphine is contraindicated because of sphincter of Oddi spasm is not supported by evidence and should not lead to under-treatment of pain.
3. Nutrition — early enteral feeding
- Start oral or enteral feeding EARLY (within 24–72 hours) as tolerated — this maintains gut mucosal integrity, reduces bacterial translocation and infective complications, and improves outcome.
- "Pancreatic rest" with prolonged nil-by-mouth is obsolete. Use a nasogastric or nasojejunal tube if oral intake is not tolerated
- parenteral nutrition only if enteral feeding fails.
4. Antibiotics — NOT routinely
Prophylactic antibiotics are not recommended, even in necrotising pancreatitis. They are given only for proven or strongly suspected infection — infected necrosis (suggested by clinical deterioration, gas in the necrosis on CT, or positive FNA culture), cholangitis, or extrapancreatic infection.
5. Treat the cause
- Gallstone pancreatitis: urgent ERCP with sphincterotomy within 24 hours ONLY if there is concurrent cholangitis or persistent biliary obstruction — not for all gallstone pancreatitis. Cholecystectomy during the same admission for mild disease, and after resolution of collections in severe disease — delaying it results in a high rate of recurrence.
- Alcohol: abstinence with structured support.
- Hypertriglyceridaemia: insulin infusion, fibrates, and plasmapheresis in severe cases.
- Hypercalcaemia: treat the underlying cause.
- Stop implicated drugs.
6. Management of complications
- Infected necrosis: the modern approach is a "step-up" strategy — percutaneous or endoscopic drainage first, escalating to minimally invasive necrosectomy if needed, with open surgery as a last resort; and delaying intervention beyond 4 weeks where possible, which markedly improves survival compared with early open necrosectomy.
- Pseudocyst: most resolve spontaneously; drain (endoscopically) if symptomatic, infected, bleeding or enlarging.
- Organ support in intensive care for respiratory and renal failure.
The severity of pancreatitis is judged by organ failure, not by the amylase level. A patient with an amylase of 4000 and no organ dysfunction has mild disease; a patient with an amylase of 300 and persistent hypoxia, oliguria and hypotension has severe disease with a high mortality. Assess and re-assess organ function, and recognise that the two greatest management errors are under-resuscitation in the first 24 hours and early open surgery for necrosis — the latter having been replaced by delayed, step-up, minimally invasive intervention.
Definition
Jaundice is yellow discoloration of the skin, sclerae and mucous membranes due to raised serum bilirubin. It becomes clinically detectable at a bilirubin of about 2.5–3 mg/dL, and is best appreciated in the sclerae in natural daylight. Scleral icterus is the earliest sign because of the high elastin content of the sclera, which binds bilirubin.
BILIRUBIN METABOLISM — the basis of classification
1. Production: breakdown of haem from senescent red cells → unconjugated (indirect) bilirubin, which is water-insoluble and albumin-bound, and therefore does NOT appear in urine.
2. Hepatic uptake and conjugation by UDP-glucuronyl transferase → conjugated (direct) bilirubin, which is water-soluble.
3. Excretion into bile → intestine → converted by bacteria to urobilinogen and stercobilinogen (the latter colouring the stool).
Classification
| Type | Mechanism | Bilirubin | Urine | Stool | Examples |
|---|---|---|---|---|---|
| Pre-hepatic (haemolytic) | Excess production | Unconjugated | Normal colour; urobilinogen ↑; NO bilirubin | Normal or dark | Haemolysis, ineffective erythropoiesis, large haematoma |
| Hepatic (hepatocellular) | Impaired uptake, conjugation or excretion | Mixed | Dark; bilirubin present | Normal or pale | Viral hepatitis, alcohol, drugs, cirrhosis, Wilson's, autoimmune hepatitis; Gilbert's (unconjugated) |
| Post-hepatic (obstructive/cholestatic) | Obstruction to bile flow | Conjugated | DARK (bilirubin present) | PALE, clay-coloured | Gallstones, carcinoma head of pancreas, cholangiocarcinoma, stricture, PBC, drugs |
Congenital hyperbilirubinaemias: Gilbert's syndrome (common and benign — mild unconjugated hyperbilirubinaemia, worse with fasting, stress and intercurrent illness, with otherwise normal liver tests; requires reassurance only), Crigler–Najjar (severe unconjugated), and Dubin–Johnson and Rotor syndromes (conjugated).
Liver Function Tests — What Each Actually Measures
| Test | Reflects | Comment |
|---|---|---|
| ALT and AST | Hepatocellular injury | ALT is more liver-specific; AST is also in muscle, heart and red cells. AST:ALT > 2 suggests ALCOHOLIC liver disease; ALT > AST suggests viral or NAFLD |
| Alkaline phosphatase (ALP) | Cholestasis / biliary obstruction | Also from bone, placenta and intestine — confirm hepatic origin with GGT |
| GGT | Biliary epithelium; enzyme induction | Raised with ALP confirms a hepatic source; isolated rise suggests alcohol or enzyme-inducing drugs |
| Bilirubin (total and direct) | Excretory function | Fractionation classifies the jaundice |
| ALBUMIN | SYNTHETIC function — long half-life (~20 days) | Reflects chronic liver disease; also low in sepsis, malnutrition and nephrotic syndrome |
| PROTHROMBIN TIME / INR | SYNTHETIC function — SHORT half-life | The best marker of ACUTE hepatic synthetic failure and the most important prognostic test. Correct with vitamin K to distinguish cholestasis (corrects) from hepatocellular failure (does not) |
Note the misnomer: transaminases and ALP measure damage, not function. Albumin, INR and bilirubin are the true tests of function.
Pattern Recognition
| Pattern | ALT/AST | ALP | Suggests |
|---|---|---|---|
| Hepatocellular | Markedly raised (often > 10× normal) | Mildly raised | Viral hepatitis, drug injury, ischaemic hepatitis, autoimmune hepatitis |
| Cholestatic | Mildly raised | Markedly raised | Biliary obstruction, PBC, drug cholestasis, infiltration |
| Mixed | Both raised | Both raised | Drugs, sepsis, alcohol |
| Isolated hyperbilirubinaemia | Normal | Normal | Gilbert's syndrome, haemolysis |
Very high transaminases (> 1000 IU/L) narrow the differential sharply to: acute viral hepatitis, drug or toxin injury (paracetamol), ischaemic hepatitis ("shock liver"), and autoimmune hepatitis.
Clinical Approach
History:
- onset and duration
- pruritus, pale stools and dark urine (cholestasis)
- fever with rigors and right upper quadrant pain (cholangitis)
- painless progressive jaundice with weight loss (malignancy — carcinoma head of pancreas)
- alcohol intake
- drugs, including herbal, ayurvedic and over-the-counter preparations
- risk factors for viral hepatitis (transfusion, injections, tattoos, sexual history, travel)
- family history (Wilson's, Gilbert's, haemolysis)
- previous biliary surgery.
Examination:
- depth and type of jaundice
- stigmata of chronic liver disease
- hepatomegaly and its character
- palpable gall bladder (Courvoisier's law — a palpable, non-tender gall bladder with jaundice suggests malignant obstruction rather than stones)
- splenomegaly
- ascites
- lymph nodes (Virchow's)
- scratch marks
- xanthelasma
- Kayser–Fleischer rings in any young patient.
Investigations
- Liver function tests with fractionated bilirubin, INR and albumin; CBC with reticulocyte count and peripheral smear if haemolysis is suspected; direct Coombs test, LDH and haptoglobin.
- Urinalysis — bilirubin and urobilinogen.
- Viral serology — hepatitis A, B, C and E.
- Ultrasound abdomen — the first imaging test, distinguishing dilated ducts (obstructive) from non-dilated (hepatocellular) and identifying stones, masses and liver texture.
- MRCP for biliary anatomy; endoscopic ultrasound for distal lesions; ERCP when intervention is anticipated; CECT for masses and staging.
- Autoantibodies (ANA, ASMA, AMA), immunoglobulins, caeruloplasmin, ferritin, alpha-1 antitrypsin for chronic disease.
- Liver biopsy where the diagnosis remains uncertain after non-invasive assessment.
The single most useful early discriminator is the ultrasound answer to one question — are the bile ducts dilated? Dilated ducts mean obstruction, and the patient needs biliary imaging and intervention. Non-dilated ducts mean hepatocellular or intrahepatic cholestatic disease, and the patient needs serology and a hepatological workup. This one question restructures the entire investigation pathway, and it is available cheaply at the bedside.
Definition
Acute liver failure (ALF, fulminant hepatic failure) is the development of severe acute liver injury with coagulopathy (INR ≥ 1.5) and hepatic encephalopathy in a patient without pre-existing liver disease, evolving within 26 weeks of the onset of illness.
Subclassification by the interval between jaundice and encephalopathy carries prognostic weight:
- Hyperacute (< 7 days) — typically paracetamol and viral hepatitis; highest rate of cerebral oedema but the BEST spontaneous survival
- Acute (8–28 days)
- Subacute (29 days–12 weeks) — less cerebral oedema but worst prognosis, often from drug injury and seronegative hepatitis
Aetiology
| Category | Causes |
|---|---|
| Viral (the commonest cause in India) | Hepatitis E (especially in pregnancy), hepatitis A, hepatitis B; hepatitis D superinfection; rarely herpes simplex, CMV, EBV |
| Drugs and toxins | PARACETAMOL (the commonest cause in the West); antitubercular drugs (isoniazid, rifampicin, pyrazinamide) — a major cause in India; halothane, valproate, phenytoin, NSAIDs; herbal and ayurvedic preparations; *Amanita phalloides* mushroom poisoning; carbon tetrachloride |
| Vascular | Budd–Chiari syndrome, ischaemic hepatitis (shock liver), veno-occlusive disease |
| Metabolic | Wilson's disease (with haemolysis and low ALP), acute fatty liver of pregnancy, Reye's syndrome |
| Others | Autoimmune hepatitis, malignant infiltration, heat stroke, sepsis, HELLP syndrome |
Clinical Features
- Jaundice, often deepening rapidly.
- HEPATIC ENCEPHALOPATHY — the defining feature, graded I to IV, with asterixis in early grades and coma in grade IV.
- Coagulopathy with bleeding — the INR is the key marker and must not be corrected prophylactically, as it is the main index of progression.
- CEREBRAL OEDEMA AND RAISED INTRACRANIAL PRESSURE — the leading cause of death in hyperacute failure: hypertension with bradycardia, abnormal pupillary responses, decerebrate posturing, and papilloedema (late).
- Hypoglycaemia — from failure of gluconeogenesis and glycogen depletion; profound and recurrent, and a frequent avoidable cause of death.
- Metabolic acidosis with hyperlactataemia; hyponatraemia, hypokalaemia, hypophosphataemia.
- Circulatory failure — vasodilated, hyperdynamic circulation resembling sepsis.
- Acute kidney injury — hepatorenal, acute tubular necrosis, or direct paracetamol nephrotoxicity.
- Sepsis — bacterial and fungal infection is very common, and fever and leucocytosis are often absent.
- Respiratory failure and ARDS; pancreatitis; adrenal insufficiency.
Investigations
- INR/prothrombin time and sensorium — the two measurements that must be repeated frequently; both determine prognosis and transplant listing.
- Liver function tests, glucose (hourly initially), arterial blood gas with lactate, ammonia, electrolytes, renal function, phosphate.
- Aetiological workup: paracetamol level, viral serology (anti-HAV IgM, HBsAg with anti-HBc IgM, anti-HEV IgM), autoantibodies and immunoglobulins, caeruloplasmin, serum and urinary copper, pregnancy test, toxicology, and Doppler ultrasound of hepatic veins for Budd–Chiari.
- CT head to exclude other causes of encephalopathy and assess cerebral oedema.
- Blood, urine and sputum cultures — surveillance cultures, given the frequency of occult sepsis.
Management
Acute liver failure is managed in an intensive care unit, ideally in a transplant centre — early transfer is essential and often left too late.
1. Specific therapy where available
- N-acetylcysteine — for paracetamol poisoning, and it also improves outcome in NON-paracetamol acute liver failure; give it early in all cases.
- Antivirals for hepatitis B; aciclovir for herpes; penicillin and silibinin for *Amanita*; chelation and consideration of transplant in Wilson's disease; urgent delivery in acute fatty liver of pregnancy and HELLP.
- Withdraw all hepatotoxic drugs.
2. Supportive care — the substance of management
- Neurological: nurse head-up at 30°, avoid stimulation, maintain normocapnia and normothermia (or mild hypothermia), hypertonic saline or mannitol for raised intracranial pressure; lactulose has limited evidence in ALF; sedation for grade III–IV; intubate and ventilate for grade III–IV encephalopathy.
- Metabolic: infuse dextrose continuously and check glucose hourly — hypoglycaemia is easily missed in a sedated patient; correct electrolytes and phosphate.
- Coagulopathy: do NOT correct the INR prophylactically — it is the principal prognostic marker and correcting it blinds you to the trend. Give vitamin K, and use plasma or factor concentrates only for active bleeding or before an invasive procedure.
- Infection: low threshold for empirical broad-spectrum antibiotics and antifungals, since sepsis precipitates deterioration and can preclude transplantation; surveillance cultures.
- Renal: avoid nephrotoxins; continuous renal replacement therapy (preferred over intermittent, for haemodynamic and intracranial stability).
- Circulatory: fluids and vasopressors; hydrocortisone for vasopressor-resistant hypotension.
- Nutrition: early enteral feeding with adequate protein — protein restriction is not indicated.
- Stress ulcer prophylaxis.
3. Liver transplantation — the definitive treatment
Refer EARLY to a transplant centre — before the patient becomes too unstable to transfer. Listing is guided by the King's College Criteria:
- Paracetamol-induced: arterial pH < 7.3 after resuscitation, OR the triad of INR > 6.5, creatinine > 3.4 mg/dL and grade III–IV encephalopathy; a raised arterial lactate is an additional early indicator.
- Non-paracetamol: INR > 6.5 alone, OR any three of: age < 10 or > 40 years, unfavourable aetiology (drug reaction, seronegative hepatitis), jaundice-to-encephalopathy interval > 7 days, INR > 3.5, bilirubin > 17.5 mg/dL.
Do not give fresh frozen plasma to "correct" the INR in acute liver failure unless the patient is bleeding or requires a procedure. The INR is the single most important prognostic variable and the basis of transplant listing; correcting it removes your ability to track the disease and can delay a life-saving referral. Equally, check the blood glucose hourly — recurrent hypoglycaemia in a sedated, encephalopathic patient is silent, common and lethal.
Non-alcoholic Fatty Liver Disease (nafld)
Definition: hepatic steatosis affecting more than 5% of hepatocytes in the absence of significant alcohol consumption or other secondary cause. It is now the commonest liver disease worldwide and in urban India, affecting up to 30% of the general population and a far higher proportion of those with diabetes and obesity. The terminology is moving towards metabolic dysfunction-associated steatotic liver disease (MASLD), emphasising that it is a hepatic manifestation of the metabolic syndrome.
Spectrum:
1. Simple steatosis (fatty liver) — generally benign, slow progression
2. Steatohepatitis (NASH) — steatosis with inflammation and hepatocyte ballooning; progresses to fibrosis
3. Fibrosis → Cirrhosis → Hepatocellular carcinoma (which can arise even without cirrhosis in NAFLD)
Pathogenesis — the "multiple hit" model: insulin resistance promotes lipolysis and hepatic free fatty acid influx, causing steatosis (first hit); then oxidative stress, mitochondrial dysfunction, lipotoxicity, gut dysbiosis with endotoxin translocation, adipokine imbalance and genetic susceptibility (PNPLA3) drive inflammation and fibrosis.
Risk factors: obesity (especially central), type 2 diabetes, dyslipidaemia, metabolic syndrome, hypothyroidism, PCOS, obstructive sleep apnoea. Note the "lean NAFLD" phenotype, which is disproportionately common in Indians — significant disease at a normal BMI, reflecting the same visceral adiposity and insulin resistance that characterises Asian Indian metabolic risk.
Clinical features: usually asymptomatic and detected through incidentally raised transaminases or a "fatty liver" reported on ultrasound performed for another reason. Some report fatigue and right upper quadrant discomfort. Hepatomegaly may be present; signs of chronic liver disease appear only at the cirrhotic stage.
Investigations:
- LFTs: mildly raised ALT > AST (the reverse of alcohol); may be entirely normal — normal transaminases do not exclude NASH or fibrosis.
- Ultrasound — increased echogenicity ("bright liver"); insensitive below 20–30% steatosis.
- Exclude other causes — alcohol history (corroborated), viral serology, autoantibodies, caeruloplasmin, ferritin, thyroid function, and drug history (steroids, tamoxifen, amiodarone, methotrexate).
- Assess FIBROSIS — this is what determines prognosis, not the degree of steatosis: FIB-4 and NAFLD fibrosis score as first-line non-invasive tests, then transient elastography (FibroScan); liver biopsy only where the diagnosis or stage remains uncertain.
- Screen for and manage the associated cardiovascular risk — cardiovascular disease, not liver disease, is the commonest cause of death in NAFLD.
Management:
- Weight loss is the cornerstone: 5% weight loss improves steatosis, 7–10% improves steatohepatitis, and > 10% can regress fibrosis. Achieved through diet, calorie restriction and at least 150 minutes of exercise weekly — exercise benefits the liver even without weight loss.
- Control diabetes, dyslipidaemia and hypertension; statins are safe and indicated in NAFLD despite the raised transaminases, and reduce cardiovascular mortality.
- Avoid alcohol entirely; treat obstructive sleep apnoea.
- Pharmacotherapy: pioglitazone and vitamin E in selected biopsy-proven NASH; GLP-1 receptor agonists (semaglutide) and resmetirom are the emerging agents.
- Bariatric surgery for eligible patients — the most effective intervention for NASH with obesity.
- Hepatocellular carcinoma surveillance in those with cirrhosis.
Alcoholic Liver Disease (ald)
Spectrum, in the same three stages but with different behaviour:
1. Alcoholic fatty liver — present in most heavy drinkers; reversible with abstinence
2. Alcoholic hepatitis — an acute inflammatory illness that may be severe and life-threatening
3. Alcoholic cirrhosis — in 10–20% of chronic heavy drinkers
Risk is determined by the quantity and duration of intake, female sex (greater susceptibility at lower intake), genetic factors, obesity, malnutrition, and co-existing hepatitis B or C, which act synergistically.
Alcoholic hepatitis — the clinically critical presentation:
- Rapid onset of jaundice in a patient with a history of heavy drinking, typically after a recent binge, with fever, tender hepatomegaly, anorexia and weight loss.
- May progress to ascites, encephalopathy, coagulopathy and hepatorenal syndrome.
- Leucocytosis is characteristic and may mimic infection — but infection is also very common and must be excluded.
- Biochemistry: AST:ALT ratio > 2 (and often > 3), with AST rarely exceeding 300 IU/L — a distinctive pattern; raised GGT; raised MCV; raised bilirubin and INR.
- Severity assessment: the Maddrey discriminant function (using prothrombin time and bilirubin), MELD, and the Glasgow alcoholic hepatitis score.
Management of alcoholic liver disease:
- ABSOLUTE ABSTINENCE — the single most important intervention at every stage, with structured support, treatment of withdrawal, and relapse prevention (acamprosate, baclofen; disulfiram is avoided in liver disease).
- Nutrition — these patients are profoundly malnourished; give adequate calories and protein with thiamine, folate, and other B vitamins, and treat with early enteral feeding.
- Corticosteroids (prednisolone) for severe alcoholic hepatitis (Maddrey discriminant function ≥ 32 or encephalopathy), after excluding active infection and gastrointestinal bleeding; response is assessed at day 7 with the Lille score, and steroids are stopped if there is no response.
- N-acetylcysteine in combination with steroids in some protocols.
- Manage complications of cirrhosis and portal hypertension as usual.
- Liver transplantation — for decompensated cirrhosis, with demonstrated abstinence; early transplantation in selected severe alcoholic hepatitis is increasingly practised in specialist centres.
| Feature | NAFLD/NASH | Alcoholic liver disease |
|---|---|---|
| AST:ALT ratio | ALT > AST (< 1) | AST > ALT (> 2) |
| GGT | Mildly raised | Markedly raised |
| MCV | Normal | Raised |
| Associated features | Obesity, diabetes, metabolic syndrome | Alcohol history, withdrawal, pancreatitis, neuropathy |
| Acute severe presentation | Uncommon | Alcoholic hepatitis |
| Mainstay of treatment | Weight loss and metabolic control | Abstinence and nutrition |
The AST:ALT ratio is a useful bedside discriminator but must never replace the history. An AST:ALT > 2 with a raised GGT and MCV points to alcohol, while ALT > AST with obesity and diabetes points to NAFLD. But there is a trap: once cirrhosis develops from ANY cause, the AST:ALT ratio rises above 1 — so the ratio loses its discriminating value in advanced disease, and a "NAFLD pattern" that flips to an "alcohol pattern" may simply mean the patient has progressed to cirrhosis.
Portal Hypertension — Definition
Portal hypertension is a sustained increase in portal venous pressure, defined by a hepatic venous pressure gradient (HVPG) above 5 mmHg. Clinically significant thresholds:
- HVPG ≥ 10 mmHg — "clinically significant portal hypertension": varices and ascites begin to develop
- HVPG ≥ 12 mmHg — threshold for variceal bleeding
Classification BY Site of Obstruction
| Site | Causes | Liver function |
|---|---|---|
| Pre-hepatic | Portal vein thrombosis (the commonest cause in Indian children — often following umbilical sepsis), splenic vein thrombosis, congenital atresia | Preserved |
| Intrahepatic — presinusoidal | Schistosomiasis, congenital hepatic fibrosis, sarcoidosis, non-cirrhotic portal fibrosis (idiopathic portal hypertension — an important entity in India) | Preserved |
| Intrahepatic — sinusoidal | CIRRHOSIS — the commonest cause overall | Impaired |
| Intrahepatic — postsinusoidal | Veno-occlusive disease (sinusoidal obstruction syndrome) | Impaired |
| Post-hepatic | Budd–Chiari syndrome (hepatic vein thrombosis), IVC obstruction, constrictive pericarditis, severe right heart failure | Variable |
Pathophysiology: increased resistance to portal flow (from fibrosis, nodules and intrahepatic vasoconstriction) combines with increased portal inflow (splanchnic arteriolar vasodilatation, driven by nitric oxide). Splanchnic vasodilatation reduces the effective arterial blood volume, activating the renin–angiotensin–aldosterone system and ADH, causing sodium and water retention — which is the mechanism of ascites and of hepatorenal syndrome.
Clinical Consequences
1. Portosystemic collaterals (varices): oesophageal and gastric varices (bleeding — the most dangerous), caput medusae (periumbilical), haemorrhoids, and retroperitoneal collaterals.
2. Splenomegaly with hypersplenism — thrombocytopenia, leucopenia and anaemia.
3. Ascites.
4. Hepatic encephalopathy — from portosystemic shunting of gut-derived toxins.
5. Portal hypertensive gastropathy — a "mosaic" or "snakeskin" mucosal pattern causing chronic blood loss.
Ascites — Definition and Causes
Ascites is the accumulation of free fluid in the peritoneal cavity. Cirrhosis with portal hypertension accounts for about 80% of cases.
Grading: grade 1 (detectable only on ultrasound), grade 2 (moderate, symmetrical distension), grade 3 (tense, marked distension).
Clinical detection: shifting dullness requires about 1500 mL; fluid thrill requires a large volume; ultrasound detects as little as 100 mL and is far more sensitive than examination.
Ascitic Fluid Analysis — the Key Investigation
Diagnostic paracentesis should be performed in every patient with new-onset ascites and in every cirrhotic with ascites admitted to hospital.
Serum–ascites albumin gradient (SAAG) = serum albumin − ascitic albumin. This has replaced the old exudate/transudate classification because it is far more accurate:
| SAAG | Interpretation | Causes |
|---|---|---|
| ≥ 1.1 g/dL | PORTAL HYPERTENSION | Cirrhosis, alcoholic hepatitis, cardiac failure and constrictive pericarditis, Budd–Chiari, massive hepatic metastases, myxoedema |
| < 1.1 g/dL | NOT portal hypertension | Peritoneal tuberculosis, peritoneal carcinomatosis, pancreatic ascites, nephrotic syndrome, serositis |
Also send: cell count with differential (a neutrophil count ≥ 250/µL diagnoses spontaneous bacterial peritonitis), total protein (an ascitic protein < 1.5 g/dL identifies patients at high risk of SBP who need prophylaxis), culture in blood culture bottles at the bedside (which greatly increases yield), ADA and mycobacterial studies where tuberculosis is suspected (an important consideration in India), cytology for malignancy, amylase for pancreatic ascites, and triglycerides for chylous ascites.
Management of Ascites
1. Dietary sodium restriction — to about 2 g sodium (5 g salt) per day. This is the foundation, and non-adherence is the commonest reason for "diuretic-resistant" ascites. Fluid restriction is only needed for significant hyponatraemia.
2. Diuretics
- Spironolactone is the diuretic of choice in cirrhotic ascites, because the underlying mechanism is secondary hyperaldosteronism.
- Furosemide is added in a fixed ratio to spironolactone, maintaining the ratio as doses increase to preserve potassium balance.
- Monitor weight, renal function, sodium and potassium. Target weight loss of no more than 0.5 kg/day in patients without peripheral oedema (up to 1 kg/day if oedema is present) — faster diuresis causes intravascular depletion and renal failure.
- Stop diuretics for progressive renal impairment, severe hyponatraemia, encephalopathy or disabling cramps.
3. Large-volume paracentesis — for tense or refractory ascites; provides immediate relief. Give intravenous albumin replacement for taps of more than about 5 litres to prevent post-paracentesis circulatory dysfunction, which otherwise causes renal failure and hyponatraemia.
4. Refractory ascites (unresponsive to maximal diuretics, or where diuretics cannot be tolerated): repeated large-volume paracentesis with albumin, TIPS (effective but risks encephalopathy), and referral for liver transplantation — refractory ascites signals a poor prognosis and should trigger transplant assessment.
5. Avoid — NSAIDs (blunt diuretic response and precipitate renal failure), ACE inhibitors and ARBs (cause hypotension and renal impairment in advanced cirrhosis), and aminoglycosides.
6. Treat the underlying liver disease and manage related complications — SBP prophylaxis in high-risk patients, and management of varices and encephalopathy.
Always perform a diagnostic tap in a cirrhotic with ascites who deteriorates, however subtly — with fever, abdominal pain, worsening encephalopathy, renal impairment or simply "not doing well". Spontaneous bacterial peritonitis is frequently silent, and the only way to find it is to look. The SAAG classifies the ascites, but the neutrophil count is what saves the patient.
Definition
Hepatic encephalopathy (HE) is a potentially reversible neuropsychiatric syndrome occurring in patients with liver dysfunction or portosystemic shunting, after exclusion of other causes of brain dysfunction. It ranges from subtle cognitive changes detectable only on testing to deep coma.
Classification (by underlying condition): Type A — with Acute liver failure; Type B — with portosystemic Bypass without intrinsic liver disease; Type C — with Cirrhosis (the commonest).
Pathogenesis
- Ammonia is the central mediator. Gut bacteria and enterocytes produce ammonia from nitrogenous substrates; the failing liver cannot convert it to urea, and portosystemic shunting allows it to bypass the liver and reach the systemic circulation.
- Ammonia crosses the blood–brain barrier and is metabolised by astrocytes, converting glutamate to glutamine. Accumulated glutamine acts as an osmolyte, causing astrocyte swelling — producing cerebral oedema in acute liver failure and low-grade oedema with Alzheimer type II astrocytosis in cirrhosis.
- Contributing factors: inflammation and cytokines, increased GABAergic tone with endogenous benzodiazepine-like substances, oxidative stress, manganese deposition in the basal ganglia, and altered gut microbiota.
Important caveat: serum ammonia correlates poorly with the grade of encephalopathy, and a normal ammonia does not exclude HE. It is a clinical diagnosis — measuring ammonia repeatedly to "monitor" HE is a common error.
PRECIPITATING FACTORS — the practical core of management
Precipitants of hepatic encephalopathy
Infection — spontaneous bacterial peritonitis, urinary tract infection, pneumonia (a precipitant in up to half of episodes)
Gastrointestinal bleeding — blood is a large protein load in the gut
Constipation — increases nitrogen absorption
Electrolyte disturbance — hypokalaemia (promotes renal ammoniagenesis) and hyponatraemia; alkalosis
Dehydration and over-diuresis; large-volume paracentesis without albumin
Drugs — sedatives, benzodiazepines, opioids, alcohol
Renal failure; dietary protein excess (rarely the sole cause)
Portosystemic shunt — surgical or TIPS
Hepatocellular carcinoma or progression of liver disease; portal vein thrombosis
Clinical Features and Grading — West Haven Criteria
| Grade | Features |
|---|---|
| Covert (minimal) | Normal on examination; abnormalities only on psychometric or number-connection testing. Impairs driving and work performance |
| Grade I | Mild confusion, reversal of sleep-wake cycle, euphoria or anxiety, shortened attention span, impaired arithmetic |
| Grade II | Lethargy, disorientation to time, obvious personality change, inappropriate behaviour; ASTERIXIS present |
| Grade III | Somnolence but rousable; gross disorientation to time and place; confusion |
| Grade IV | COMA, unresponsive to painful stimuli |
Signs:
- asterixis (flapping tremor) — a coarse, irregular, negative myoclonus best elicited with the arms outstretched and wrists dorsiflexed (absent in coma, and not specific — it also occurs in uraemia, CO2 retention and drug toxicity)
- fetor hepaticus (a sweet, musty breath odour)
- hyperreflexia and extensor plantars
- constructional apraxia (inability to draw a five-pointed star).
Investigations are directed at finding the precipitant and excluding alternatives: CBC, ascitic tap for SBP, cultures, electrolytes, renal function, glucose, arterial ammonia (of limited value), and CT head to exclude subdural haematoma — an important consideration in a coagulopathic patient who may have fallen.
Management
1. Identify and treat the precipitant — this is the most important step and resolves most episodes
Treat infection (always tap the ascites), control gastrointestinal bleeding, correct electrolytes and dehydration, relieve constipation, and stop sedatives and diuretics.
2. Reduce ammonia production and absorption
- Lactulose — first-line. A non-absorbable disaccharide fermented by colonic bacteria to short-chain fatty acids, which acidify the colon, converting absorbable ammonia (NH3) to non-absorbable ammonium (NH4+), and which act as a cathartic. Titrate the dose to 2–3 soft stools per day — under-dosing and over-dosing (causing dehydration and hypokalaemia, which worsen HE) are both common errors. Give by nasogastric tube or enema in the comatose patient.
- Rifaximin — a poorly absorbed antibiotic that reduces ammonia-producing gut flora; added to lactulose it reduces recurrence and hospitalisation, and is the standard for secondary prophylaxis.
- L-ornithine L-aspartate (LOLA) — enhances ammonia detoxification; used as an adjunct.
- Older agents: neomycin and metronidazole (limited by toxicity).
3. Nutrition — an area of frequent, harmful error
Do NOT restrict protein. Patients with cirrhosis are catabolic and sarcopenic, and protein restriction worsens muscle loss — and since muscle is an important site of ammonia disposal, restriction ultimately worsens encephalopathy. Give adequate protein (1.2–1.5 g/kg/day), preferring vegetable and dairy protein, in small frequent meals with a late-evening snack.
4. Supportive care
Airway protection and intubation in grade III–IV; nursing care; avoid sedation (if unavoidable, use short-acting agents); treat coagulopathy only if bleeding; and manage cerebral oedema in acute liver failure.
5. Long-term
- Secondary prophylaxis with lactulose plus rifaximin after an episode
- treat the underlying liver disease
- avoid sedatives and alcohol
- counsel about driving, since even covert encephalopathy impairs driving ability
- refer for liver transplant assessment — an episode of overt encephalopathy is a marker of decompensation and poor prognosis.
Never sedate a confused cirrhotic patient without first excluding and treating the causes of encephalopathy — benzodiazepines are the classic precipitant and can convert a rousable patient into a comatose one. Equally, do not put an encephalopathic patient on a low-protein diet. Both practices persist widely, and both are harmful. The correct actions are: find the precipitant, tap the ascites, give lactulose titrated to stool frequency, and feed the patient.
Definition
Hepatorenal syndrome (HRS) is a form of functional, potentially reversible acute kidney injury occurring in advanced liver disease with portal hypertension and ascites, in which the kidneys are structurally normal — a fact demonstrated by the observation that a kidney from a patient with HRS functions normally when transplanted into a recipient with normal liver function.
It is a diagnosis of exclusion, made only after other causes of renal failure have been ruled out.
PATHOPHYSIOLOGY — a logical chain worth reproducing in an answer
1. Portal hypertension → release of nitric oxide and other vasodilators → splanchnic arterial vasodilatation
2. → fall in effective arterial blood volume despite total body fluid overload
3. → activation of the renin–angiotensin–aldosterone system, sympathetic nervous system and ADH
4. → intense renal vasoconstriction with reduced renal blood flow and glomerular filtration
5. → sodium and water retention, worsening ascites, and progressive renal failure
Additionally, systemic inflammation and bacterial translocation (particularly with SBP) and cirrhotic cardiomyopathy (an inadequate cardiac output response) contribute — which is why infection is the commonest precipitant.
Classification
| Type | Course | Precipitant | Prognosis |
|---|---|---|---|
| HRS–AKI (formerly type 1) | Rapidly progressive — doubling of creatinine within 2 weeks | Often SBP, gastrointestinal bleeding, large-volume paracentesis without albumin, aggressive diuresis | Poor — median survival of weeks without treatment |
| HRS–NAKI (formerly type 2) | Slowly progressive | Usually spontaneous | Associated with refractory ascites; median survival months |
Diagnostic Criteria
1. Cirrhosis with ascites (or acute liver failure)
2. Acute kidney injury by standard criteria
3. No improvement after 2 days of diuretic withdrawal AND volume expansion with intravenous ALBUMIN — this step is both diagnostic and therapeutic, and is what distinguishes HRS from pre-renal azotaemia
4. Absence of shock
5. No current or recent nephrotoxic drugs (NSAIDs, aminoglycosides, contrast)
6. No structural kidney disease — proteinuria < 500 mg/day, no microhaematuria, normal renal ultrasound
Characteristic urinary findings — reflecting intense sodium avidity with intact tubules:
- Urine sodium very low (< 10 mEq/L)
- Fractional excretion of sodium < 1%
- Urine osmolality > plasma osmolality
- Bland urinary sediment — no casts, no significant proteinuria (in contrast to acute tubular necrosis, which shows muddy brown granular casts and a high urine sodium)
Differential Diagnosis of Renal Failure in Cirrhosis
| Cause | Distinguishing features |
|---|---|
| Pre-renal azotaemia | RESPONDS to volume expansion; low urine sodium; history of diuresis, diarrhoea, bleeding |
| Hepatorenal syndrome | Does not respond to volume expansion; very low urine sodium; bland sediment |
| Acute tubular necrosis | High urine sodium (> 40), FENa > 2%, muddy brown granular casts; history of shock, sepsis or nephrotoxins |
| Glomerulonephritis | Proteinuria, haematuria, red cell casts; associated with hepatitis B and C |
| Post-renal obstruction | Dilated system on ultrasound |
Management
1. Prevention — far more effective than treatment
- Albumin infusion with large-volume paracentesis (for taps over about 5 litres).
- Albumin with antibiotics in spontaneous bacterial peritonitis — this specifically reduces the incidence of HRS and improves survival, and is one of the best-evidenced interventions in hepatology.
- Avoid nephrotoxins — NSAIDs, aminoglycosides, contrast; avoid ACE inhibitors and ARBs in advanced cirrhosis.
- Careful diuretic use with monitoring; avoid over-diuresis.
- Antibiotic prophylaxis in high-risk patients (low ascitic protein, previous SBP, gastrointestinal bleeding).
2. General measures on presentation
- Withdraw all diuretics and nephrotoxic drugs.
- Volume expansion with intravenous albumin — both diagnostic and therapeutic.
- Identify and treat precipitants — especially infection; perform a diagnostic ascitic tap and take cultures; treat gastrointestinal bleeding.
- Monitor fluid balance, weight, electrolytes and renal function closely.
3. Specific pharmacological therapy
- TERLIPRESSIN with intravenous ALBUMIN — the treatment of choice. Terlipressin is a splanchnic vasoconstrictor that reverses the splanchnic vasodilatation at the root of the syndrome, restoring effective arterial volume; albumin expands the volume and binds inflammatory mediators. Watch for ischaemic complications (digital, cardiac, mesenteric) and hyponatraemia.
- Alternatives where terlipressin is unavailable: noradrenaline with albumin (requiring intensive care), or midodrine with octreotide and albumin.
4. Renal replacement therapy — as a bridge to transplantation or where there is a reversible precipitant; it does not alter the natural history in the absence of transplantation.
5. TIPS — may improve renal function in selected patients with preserved liver function, but risks encephalopathy.
6. LIVER TRANSPLANTATION — the only definitive treatment. All patients with HRS should be assessed urgently for transplantation, since HRS reflects end-stage liver disease and carries a very poor prognosis without it. Combined liver–kidney transplantation is considered where renal failure has been prolonged.
Hepatorenal syndrome is a diagnosis of exclusion, and the commonest error is to make it too quickly. Before accepting it, you must stop the diuretics, give a proper albumin volume challenge, look actively for infection with a diagnostic ascitic tap, review every drug for nephrotoxicity, and examine the urinary sediment. Many patients labelled with HRS in fact have reversible pre-renal failure or acute tubular necrosis, which have entirely different treatments and much better outcomes — and the label itself risks a nihilistic approach to a treatable problem.
Spontaneous Bacterial Peritonitis (SBP)
Definition: infection of pre-existing ascitic fluid without any identifiable intra-abdominal, surgically treatable source. It is a common and serious complication of cirrhosis, occurring in 10–30% of hospitalised cirrhotic patients with ascites, with substantial mortality and a high rate of recurrence.
Pathogenesis: bacterial translocation from the gut lumen to mesenteric lymph nodes and then to ascitic fluid, facilitated by increased intestinal permeability, small bowel bacterial overgrowth, and impaired local and systemic immune defences in cirrhosis. Ascitic fluid with low protein (< 1.5 g/dL) has poor opsonic activity, which is why such patients are at highest risk.
Organisms: predominantly Gram-negative enteric organisms — *Escherichia coli* (commonest), *Klebsiella* — and streptococci; usually a monomicrobial infection, which is an important contrast with secondary peritonitis.
Clinical features: the crucial point is that presentation is frequently subtle or silent.
- Fever and abdominal pain with generalised tenderness — but these may be absent.
- Worsening or new-onset hepatic encephalopathy — often the only clue.
- Deterioration in renal function; refractory or newly worsening ascites.
- Hypotension, shock, ileus, diarrhoea.
- Any unexplained clinical deterioration in a cirrhotic with ascites should prompt a diagnostic tap.
Diagnosis — by ascitic fluid analysis:
- Ascitic fluid polymorphonuclear (neutrophil) count ≥ 250 cells/µL is diagnostic, regardless of culture result. Treatment is started on this count alone.
- Culture — inoculate at the bedside directly into blood culture bottles, which raises the yield from around 50% to 80%; nevertheless, culture-negative neutrocytic ascites is common and is treated as SBP.
- Bacterascites — positive culture with a neutrophil count below 250: repeat the tap; treat if the patient is symptomatic.
- Also send total protein, albumin (for SAAG), glucose and LDH.
Distinguishing SBP from SECONDARY bacterial peritonitis — essential, because secondary peritonitis needs surgery, and antibiotics alone will fail:
| Feature | Spontaneous (SBP) | Secondary |
|---|---|---|
| Source | None — translocation | Perforated viscus, abscess, appendicitis, cholecystitis |
| Organisms | Monomicrobial, usually Gram-negative | POLYMICROBIAL, including anaerobes and fungi |
| Ascitic protein | Low | High |
| Ascitic glucose | Normal (> 50 mg/dL) | LOW (< 50 mg/dL) |
| Ascitic LDH | Normal | Raised (> serum upper limit) |
| Response to antibiotics | Neutrophil count falls promptly | Fails to improve; count may rise |
| Treatment | Antibiotics | Antibiotics PLUS SURGERY / imaging for a source |
Management of SBP:
- Start empirical intravenous antibiotics immediately once the neutrophil count is ≥ 250 — do not wait for culture. Third-generation cephalosporins (cefotaxime, ceftriaxone) are standard; adjust for local resistance patterns, and consider broader cover for hospital-acquired or recent-antibiotic-exposed patients, where resistant organisms are an increasing problem in India.
- INTRAVENOUS ALBUMIN — given on day 1 and day 3, this reduces the incidence of hepatorenal syndrome and improves survival, particularly in those with renal impairment or a high bilirubin. It is one of the strongest evidence-based interventions in hepatology and is frequently omitted.
- Stop non-selective beta-blockers during an episode with hypotension or renal impairment.
- Avoid nephrotoxins; monitor renal function.
- Repeat the ascitic tap at 48 hours if there is doubt — a fall in the neutrophil count of more than 25% confirms response; failure to fall suggests resistance or secondary peritonitis.
- Secondary prophylaxis — long-term norfloxacin or ciprofloxacin after an episode, since recurrence approaches 70% at one year.
- Primary prophylaxis — for low ascitic protein (< 1.5 g/dL) with advanced disease, and short-course prophylaxis during gastrointestinal bleeding in all cirrhotics.
- Refer for liver transplant assessment — an episode of SBP marks a poor prognosis.
Secondary Peritonitis
Definition: peritoneal inflammation resulting from a defined intra-abdominal source — perforation, ischaemia or transmural inflammation of a viscus.
Causes:
- perforated peptic ulcer, perforated appendix, typhoid ileal perforation and tuberculous intestinal perforation (both important in India), diverticular perforation, perforated malignancy, gangrenous bowel from strangulation or mesenteric ischaemia, acute cholecystitis with perforation, pancreatitis with infected necrosis, and post-operative anastomotic leak.
- Tertiary peritonitis is persistent or recurrent infection after apparently adequate treatment, typically in critically ill patients.
Clinical features:
- severe, constant abdominal pain, worse on movement and coughing
- the patient lies still (in contrast to the restlessness of colic)
- generalised tenderness with guarding, rigidity ("board-like abdomen") and rebound tenderness
- absent bowel sounds (ileus)
- loss of liver dullness with free gas
- fever, tachycardia, dehydration and septic shock.
Investigations:
- erect chest or abdominal X-ray showing free gas under the diaphragm (absent in up to 30%)
- CECT abdomen — the investigation of choice for identifying the source
- CBC with leucocytosis, raised CRP and lactate, renal function, amylase, and blood cultures.
Management:
1. Resuscitation — fluids, correction of electrolytes, analgesia, nasogastric decompression, urinary catheter and monitoring.
2. Broad-spectrum intravenous antibiotics covering Gram-negatives and anaerobes.
3. SOURCE CONTROL — the definitive treatment: urgent surgery (or percutaneous drainage for a localised collection) to close the perforation, resect necrotic bowel, drain pus and lavage the peritoneum. Antibiotics alone will not cure secondary peritonitis.
4. Intensive care support for organ failure; nutritional support; management of complications (abscess, fistula, adhesions).
In any cirrhotic patient with ascites who deteriorates in ANY way — fever, pain, confusion, rising creatinine, or simply "not right" — perform a diagnostic ascitic tap. SBP is silent in a substantial proportion, delay increases mortality sharply, and the tap takes minutes. And when the ascitic fluid shows a low glucose, high LDH and polymicrobial growth, stop and think again: that is secondary peritonitis, and the patient needs a surgeon, not more antibiotics.
Aetiology
Amoebiasis is infection with *Entamoeba histolytica*, a protozoan parasite transmitted by the faeco-oral route through ingestion of cysts in contaminated water, food or by contaminated hands. It is endemic throughout India and is a major cause of morbidity where sanitation is poor.
Life cycle: ingested quadrinucleate cysts (the infective and resistant form) excyst in the small intestine, releasing trophozoites (the invasive form), which colonise the colon — particularly the caecum and ascending colon. Trophozoites either encyst and are passed in the stool (continuing transmission) or invade the colonic mucosa.
Crucially, *E. histolytica* must be distinguished from the morphologically identical but non-pathogenic *E. dispar* and *E. moshkovskii*, which are far more common and require no treatment — a distinction that can only be made by antigen detection or PCR, not by microscopy.
About 90% of infections are asymptomatic carriage; these individuals are nevertheless the reservoir for transmission.
Intestinal Amoebiasis
Pathology: trophozoites secrete proteinases and adhere via a galactose-binding lectin, invading the mucosa and producing the characteristic "flask-shaped" ulcers — a narrow neck through the mucosa opening into a broad base in the submucosa, with relatively normal intervening mucosa.
Clinical spectrum:
- Asymptomatic cyst passer — the majority.
- Amoebic dysentery — gradual onset (over 1–3 weeks) of abdominal cramps and loose stools containing blood and mucus, with tenesmus. Fever is present in under a third, and systemic toxicity is usually mild — an important contrast with bacillary dysentery.
- Non-dysenteric colitis — intermittent diarrhoea, abdominal pain and weight loss, often mistaken for irritable bowel syndrome or inflammatory bowel disease.
- Fulminant necrotising colitis — severe, with toxic megacolon and perforation; carries very high mortality; associated with malnutrition, pregnancy and corticosteroid use.
- Amoeboma — an inflammatory mass, usually in the caecum, mimicking carcinoma or tuberculosis; responds to medical treatment, so recognising it prevents unnecessary surgery.
- Complications: perforation and peritonitis, stricture, massive haemorrhage, rectovaginal fistula, and perianal ulceration.
| Feature | Amoebic dysentery | Bacillary dysentery (Shigella) |
|---|---|---|
| Onset | Gradual (1–3 weeks) | Abrupt |
| Fever and toxicity | Mild or absent | High fever, marked toxicity |
| Stool | Offensive, dark, blood and mucus mixed WITH faecal matter; few in number, copious | Scanty, bright red blood and mucus with LITTLE faecal matter; frequent, small volume |
| Tenesmus | Present | Marked |
| Stool microscopy | Trophozoites with INGESTED RED CELLS; few pus cells; Charcot–Leyden crystals | Numerous pus cells, red cells and macrophages |
| Sigmoidoscopy | Discrete flask-shaped ulcers with normal intervening mucosa | Diffusely inflamed, friable mucosa |
| Complications | Liver abscess, amoeboma | Haemolytic uraemic syndrome, seizures, arthritis |
| Treatment | Metronidazole + luminal agent | Fluoroquinolone or azithromycin |
Amoebic Liver Abscess
Pathogenesis: trophozoites invade colonic venules and travel via the portal vein to the liver, causing focal hepatocyte necrosis that coalesces into an abscess. It is the commonest extraintestinal manifestation.
Clinical features:
- Fever with rigors, and constant right upper quadrant or epigastric pain — often severe and sometimes referred to the right shoulder tip (diaphragmatic irritation).
- Tender hepatomegaly with point tenderness over an intercostal space — an important bedside sign.
- Anorexia, weight loss, sweating.
- Jaundice is uncommon and mild — marked jaundice suggests an alternative diagnosis or a large abscess compressing biliary structures.
- Only a minority (< 30%) have concurrent diarrhoea, and a history of dysentery is often absent altogether — its absence must not exclude the diagnosis.
- Typically a SINGLE abscess in the RIGHT lobe (which receives most of the superior mesenteric venous drainage), commonly in the posterosuperior segment.
- Male predominance is striking (about 10:1), and alcohol use is a recognised risk factor.
Complications:
- rupture — into the pleural space and lung (with an "anchovy sauce" empyema or hepatobronchial fistula and expectoration of the abscess contents), into the peritoneum (causing peritonitis with high mortality), or into the pericardium (from left lobe abscesses — the most dangerous, causing tamponade)
- secondary bacterial infection
- inferior vena cava or portal vein thrombosis.
Investigations:
- Ultrasound abdomen — the first-line test: a round or oval hypoechoic lesion with ill-defined walls and no significant wall echoes, usually in the right lobe. CT/MRI for equivocal or complex cases.
- Serology (amoebic antibody, IgG ELISA) — highly sensitive (> 90%) in liver abscess and the most useful confirmatory test; note that it remains positive for years after infection, limiting its value in endemic populations.
- Stool microscopy is negative in the majority of liver abscess patients — a negative stool does not exclude it.
- Antigen detection and PCR on stool, aspirate or serum — for species confirmation.
- CBC: leucocytosis with neutrophilia, and characteristically NO eosinophilia (a useful negative — this is a tissue-invasive protozoan, not a helminth); anaemia; raised ESR and CRP; raised alkaline phosphatase with mildly deranged transaminases.
- Chest X-ray — raised right hemidiaphragm, basal atelectasis, pleural effusion.
- Aspiration — the classic "anchovy sauce" or "chocolate-brown" odourless pus, which is sterile on bacterial culture and in which trophozoites are found only at the abscess wall, rarely in the aspirate.
| Feature | Amoebic liver abscess | Pyogenic liver abscess |
|---|---|---|
| Number | Usually SINGLE | Often multiple |
| Site | Right lobe | Either |
| Patient | Young adult male, endemic area, alcohol | Older, biliary disease, diabetes, sepsis |
| Pus | "Anchovy sauce", odourless, STERILE | Purulent, foul, organisms on culture |
| Jaundice | Uncommon | Common |
| Serology | Amoebic antibody positive | Negative |
| Treatment | Metronidazole; drainage rarely needed | Antibiotics PLUS drainage, and treat the biliary source |
Management
1. Tissue amoebicide — metronidazole (or tinidazole) is the drug of choice for both invasive intestinal disease and liver abscess. Response in liver abscess is usually dramatic, with defervescence within 72 hours — failure to respond should prompt reconsideration of the diagnosis or drainage.
2. Luminal amoebicide — ESSENTIAL and frequently omitted
Metronidazole does not reliably eradicate luminal cysts. A luminal agent — diloxanide furoate, paromomycin or iodoquinol — must be given after the tissue amoebicide in every patient, including those treated for liver abscess, to eliminate the intestinal reservoir and prevent relapse and continued transmission. Failure to give a luminal agent is the commonest cause of recurrence.
3. Asymptomatic cyst passers — treat with a luminal agent alone (in endemic areas, treatment is targeted where confirmed as *E. histolytica*).
4. Drainage of liver abscess — indications (most abscesses do NOT need drainage):
- No clinical response after 3–5 days of metronidazole
- Large abscess (particularly > 10 cm) or thin rim of liver tissue at risk of rupture
- LEFT LOBE abscess — because of the risk of rupture into the pericardium
- Suspected secondary bacterial infection or diagnostic uncertainty (to exclude pyogenic abscess)
- Impending or actual rupture
Percutaneous needle aspiration or catheter drainage under image guidance is preferred; surgery is rarely required.
5. Supportive care and prevention — hydration, nutrition, analgesia; safe water and sanitation, hand hygiene, washing of vegetables, avoidance of night soil as fertiliser, and treatment of carriers, particularly food handlers.
A young man from an endemic area with fever, tender hepatomegaly, right upper quadrant pain, neutrophil leucocytosis and NO eosinophilia has an amoebic liver abscess until proved otherwise — even without any history of dysentery, which is absent in most cases. Ultrasound and amoebic serology confirm it within hours, and metronidazole alone cures the great majority without any drainage. The two errors to avoid are draining every abscess unnecessarily, and forgetting the luminal amoebicide afterwards.
Definition
Wilson's disease (hepatolenticular degeneration) is an autosomal recessive disorder of copper metabolism caused by mutation of the ATP7B gene on chromosome 13, which encodes a copper-transporting ATPase in hepatocytes. The result is impaired biliary excretion of copper and impaired incorporation of copper into caeruloplasmin, leading to progressive copper accumulation — first in the liver, then, once hepatic capacity is exceeded, released into the circulation and deposited in the brain (especially basal ganglia), cornea, kidneys and other tissues.
Prevalence is about 1 in 30 000, higher where consanguinity is common — making it a significant consideration in Indian practice.
It is critically important because it is one of the few genetic metabolic diseases that is fully treatable — and untreated it is fatal.
Clinical Features
Presentation depends on age: hepatic disease predominates in children and adolescents (5–20 years), and neuropsychiatric disease in older adolescents and young adults (> 20 years).
Hepatic (40–50%):
- Asymptomatic transaminase elevation or hepatomegaly detected incidentally
- Acute hepatitis, often mistaken for viral hepatitis
- Chronic hepatitis and cirrhosis with portal hypertension
- ACUTE LIVER FAILURE — with a highly characteristic profile: Coombs-negative haemolytic anaemia (from sudden release of copper), markedly raised bilirubin with a LOW or normal alkaline phosphatase (an ALP:bilirubin ratio < 4 is highly suggestive), relatively modest transaminase rise with an AST:ALT ratio > 2.2, and renal failure. This picture in a young patient is Wilson's disease until proved otherwise, and carries near-100% mortality without transplantation.
Neurological (40–50%) — always with hepatic involvement, though it may be subclinical:
- Movement disorders: tremor (classically a coarse "wing-beating" tremor), dystonia, parkinsonism with rigidity and bradykinesia, chorea, athetosis.
- Dysarthria (often the earliest neurological sign) and dysphagia; drooling.
- "Risus sardonicus" — a fixed vacuous smile from facial dystonia.
- Ataxia and gait disturbance; micrographia.
- Cognition is relatively preserved until late, in contrast to the movement disorder.
Psychiatric (up to a third, and may be the presenting feature): personality and behavioural change, irritability, impulsivity, depression, anxiety, and psychosis. Adolescents presenting with deteriorating school performance and behavioural change plus abnormal liver tests must be screened.
Ophthalmic:
- KAYSER–FLEISCHER RINGS — golden-brown copper deposition in Descemet's membrane at the corneal limbus. Present in almost all patients with neurological disease but in only about half of those with purely hepatic disease. They require SLIT-LAMP examination — they are frequently invisible to the naked eye, especially in brown irides, and their absence never excludes the diagnosis.
- Sunflower cataract — a less common but characteristic finding.
Other: Coombs-negative haemolytic anaemia, renal tubular acidosis and Fanconi syndrome with nephrolithiasis, arthropathy, osteoporosis, cardiomyopathy and arrhythmia, hypoparathyroidism, and amenorrhoea or recurrent miscarriage.
Investigations
| Test | Finding in Wilson's disease | Caveats |
|---|---|---|
| Serum caeruloplasmin | LOW (< 20 mg/dL) | An acute phase reactant — may be falsely normal in inflammation, and low in malnutrition, nephrotic syndrome and heterozygous carriers |
| 24-hour urinary copper | RAISED (> 100 µg/24 h) | The most useful screening test; also raised in other causes of severe liver disease |
| Serum free (non-caeruloplasmin-bound) copper | Raised | Total serum copper is often low, which confuses the unwary |
| Slit-lamp examination | Kayser–Fleischer rings | Requires an ophthalmologist; may be absent in hepatic-only disease |
| Liver biopsy with hepatic copper quantification | > 250 µg/g dry weight — the gold standard | Invasive; sampling error possible |
| Penicillamine challenge test | Marked rise in urinary copper | Used mainly in children |
| Genetic testing (ATP7B) | Mutation confirmation | Many mutations; most useful for family screening |
| MRI brain | "Face of the giant panda" sign in the midbrain; hyperintensity of basal ganglia, thalamus and brainstem | Characteristic but not universal |
Diagnosis is made using the Leipzig score, combining Kayser–Fleischer rings, neurological features, caeruloplasmin, urinary and hepatic copper, haemolysis and genetic testing.
Management
Treatment is lifelong and must never be interrupted.
1. Chelation therapy — removes accumulated copper
- D-penicillamine — the classic agent; effective but with significant toxicity: hypersensitivity, nephrotic syndrome, marrow suppression, drug-induced lupus, myasthenia, and pyridoxine deficiency (so pyridoxine is co-prescribed). Importantly, it can cause paradoxical initial worsening of neurological symptoms, so it is introduced gradually.
- Trientine — better tolerated, increasingly preferred as first-line, particularly with neurological disease.
2. Zinc — induces intestinal metallothionein, which binds dietary copper and prevents its absorption, and is excreted in shed enterocytes. Used for maintenance therapy, in presymptomatic patients, and in pregnancy; well tolerated. It must be given separately from chelators, which would otherwise bind it.
3. Dietary measures — avoid copper-rich foods: liver, shellfish, nuts, chocolate, mushrooms and dried fruit, particularly in the first year of treatment. Check the copper content of drinking water where copper vessels are used — relevant in Indian households.
4. Liver transplantation — curative, as it replaces the defective hepatic transport protein. Indicated for acute liver failure due to Wilson's disease and for decompensated cirrhosis unresponsive to chelation.
5. Monitoring — clinical assessment, liver function, 24-hour urinary copper (to confirm adherence and adequacy of chelation), serum free copper, CBC and urinalysis for drug toxicity.
- 6. FAMILY SCREENING — mandatory and often neglected.
- All first-degree relatives, particularly siblings, must be screened with caeruloplasmin, urinary copper, liver tests, slit-lamp examination and, where available, genetic testing.
- Presymptomatic siblings identified and treated before organ damage occurs have an entirely normal life expectancy — which makes screening one of the highest-yield actions in the whole of clinical genetics.
Consider Wilson's disease in EVERY patient under 40 with unexplained liver disease, and in every young patient with a movement disorder or unexplained psychiatric illness. It is rare, but it is treatable and lethal if missed — and the tests are simple and inexpensive. A young patient with acute liver failure, Coombs-negative haemolysis and a low alkaline phosphatase relative to bilirubin needs urgent transplant referral, because medical therapy will not save them.
Definition and Clinical Assessment
The liver is normally palpable up to 1–2 cm below the right costal margin in thin individuals and in children, and normal liver span is 12–15 cm in the midclavicular line by percussion. A palpable liver edge is not synonymous with hepatomegaly — it may be displaced downwards by hyperinflated lungs in COPD or by a subdiaphragmatic collection, which is why percussion of the upper border is essential before declaring enlargement.
The normal spleen is NOT palpable — it must enlarge to about twice its size before becoming palpable. It is distinguished from a renal mass by: enlarging towards the right iliac fossa, having a notch on its medial border, being dull to percussion, having no palpable upper border (you cannot get above it), moving early and markedly with respiration, and not being ballotable.
Grading of splenomegaly: just palpable; moderate (up to the umbilicus); massive (crossing the midline or reaching the pelvis).
Causes of Hepatomegaly
| Category | Causes | Character of liver |
|---|---|---|
| Congestive | Right heart failure, constrictive pericarditis, Budd–Chiari, tricuspid regurgitation | Smooth, tender; PULSATILE in tricuspid regurgitation; hepatojugular reflux |
| Infective | Viral hepatitis, amoebic and pyogenic liver abscess, malaria, kala-azar, enteric fever, tuberculosis, hydatid cyst | Smooth and tender in acute infection |
| Infiltrative / storage | Fatty liver (NAFLD, alcohol), amyloidosis, Gaucher's and Niemann–Pick disease, glycogen storage disease, haemochromatosis | Smooth, non-tender, firm |
| Malignant | Secondary metastases (commonest malignant cause), hepatocellular carcinoma, lymphoma, leukaemia | Hard, irregular, nodular; may have a bruit (HCC) |
| Haematological | Chronic haemolytic anaemia, myeloproliferative neoplasms, thalassaemia | Firm |
| Biliary | Biliary obstruction, primary biliary cholangitis | Smooth, may be tender |
| Cirrhosis | Early cirrhosis (later the liver shrinks) | Firm, irregular, non-tender, with a hard edge |
Causes of Splenomegaly
| Degree | Causes |
|---|---|
| Massive (crossing the midline or reaching the pelvis) | Chronic myeloid leukaemia, myelofibrosis, kala-azar (visceral leishmaniasis), chronic malaria and tropical splenomegaly syndrome, Gaucher's disease |
| Moderate | Portal hypertension with congestive splenomegaly, lymphoma, chronic lymphocytic leukaemia, thalassaemia major, storage disorders |
| Mild | Acute infections — enteric fever, infective endocarditis, EBV, malaria, viral hepatitis, brucellosis; autoimmune — SLE, rheumatoid arthritis (Felty's syndrome), sarcoidosis, amyloidosis; haemolytic anaemias; acute leukaemia |
In India, the differential for MASSIVE splenomegaly is short and worth memorising: chronic myeloid leukaemia, myelofibrosis, kala-azar, chronic malaria (tropical splenomegaly syndrome), and Gaucher's disease. Two bedside tests will often settle it — a peripheral smear (leucocytosis with the full myeloid spectrum and basophilia in CML; tear-drop cells in myelofibrosis; parasites in malaria) and an rK39 rapid test for kala-azar in a patient from Bihar, Jharkhand, West Bengal or eastern UP.
CAUSES OF HEPATOSPLENOMEGALY (both together)
- Portal hypertension / cirrhosis — the commonest
- Haematological malignancy — leukaemia (acute and chronic), lymphoma, myeloproliferative neoplasms
- Infections — kala-azar, malaria, enteric fever, brucellosis, infective endocarditis, EBV, CMV, HIV, disseminated tuberculosis
- Haemolytic anaemias — thalassaemia major, sickle cell disease, hereditary spherocytosis
- Storage and infiltrative disorders — Gaucher's, Niemann–Pick, amyloidosis, sarcoidosis
- Congestive — right heart failure, constrictive pericarditis
- Autoimmune — SLE, adult-onset Still's disease
Clinical Approach
History:
- duration and rate of onset
- fever and its pattern
- travel to and residence in endemic areas (kala-azar belt, malaria)
- weight loss and night sweats (B symptoms)
- alcohol and drug history
- risk factors for viral hepatitis
- bleeding, bruising and recurrent infection (marrow disease)
- jaundice, dark urine and pallor (haemolysis)
- family history and consanguinity (storage disease, haemoglobinopathy)
- cardiac symptoms.
Examination:
- Characterise the organs — size, consistency, surface, edge, tenderness, and any bruit or rub.
- Look for the company they keep: lymphadenopathy (lymphoma, leukaemia, infection), stigmata of chronic liver disease and ascites, pallor, jaundice, purpura, raised JVP and cardiac signs, skin changes (hyperpigmentation in kala-azar and haemochromatosis), joint signs, and fundoscopy.
Investigations
- CBC with peripheral smear — the single highest-yield test: blasts, the myeloid spectrum with basophilia (CML), tear-drop cells (myelofibrosis), atypical lymphocytes (EBV), parasites (malaria), spherocytes, target cells, pancytopenia.
- Liver function tests, INR, albumin; renal function; LDH and uric acid.
- Infective screen — malaria smear and rapid test, rK39 for kala-azar, blood cultures, Widal, brucella serology, viral hepatitis serology, HIV, EBV and CMV serology, Mantoux/IGRA.
- Ultrasound abdomen with Doppler — organ size and texture, focal lesions, portal vein diameter and flow, splenic vein, ascites, lymph nodes.
- CECT abdomen for masses, lymphadenopathy and staging.
- Bone marrow aspiration and biopsy — for haematological malignancy, marrow infiltration, and to demonstrate LD bodies in kala-azar.
- Lymph node biopsy where there is lymphadenopathy; liver biopsy in selected cases.
- Specific tests as directed: haemoglobin electrophoresis, autoimmune profile, serum ACE, enzyme assays for storage disorders, and upper GI endoscopy for varices where portal hypertension is suspected.
Management
Treat the underlying cause — this is the whole of management. Additional considerations:
- Avoid contact sports and trauma with significant splenomegaly, because of the risk of splenic rupture — advice that is regularly forgotten.
- Manage hypersplenism (cytopenias) — treat the cause; splenectomy or splenic artery embolisation in selected cases.
- If splenectomy is performed: vaccinate against pneumococcus, meningococcus and *Haemophilus influenzae* type b at least 2 weeks beforehand, give lifelong penicillin prophylaxis, and provide a patient alert card — overwhelming post-splenectomy infection is rapidly fatal and entirely preventable.
Definition
Peptic ulcer disease (PUD) is a break in the mucosa of the stomach or duodenum extending through the muscularis mucosae, arising from an imbalance between aggressive factors (acid, pepsin, *H. pylori*, NSAIDs) and defensive factors (mucus and bicarbonate layer, mucosal blood flow, prostaglandins, epithelial regeneration).
Duodenal ulcers are commoner than gastric ulcers and occur in a younger age group.
Aetiology
| Cause | Notes |
|---|---|
| *Helicobacter pylori* | The dominant cause — present in 90–95% of duodenal and 70–80% of gastric ulcers; prevalence in India is very high (70–80% of adults) |
| NSAIDs and aspirin | The second major cause; inhibit COX-1, reducing protective prostaglandins. Risk increased by age, high dose, anticoagulants, steroids and previous ulcer |
| Zollinger–Ellison syndrome | Rare; consider with multiple, refractory or distal ulcers |
| Physiological stress | Curling's ulcer (burns), Cushing's ulcer (head injury — from vagal stimulation and gastrin release); critical illness |
| Others | Smoking (impairs healing), alcohol, corticosteroids (with NSAIDs), chronic kidney disease, cirrhosis, hyperparathyroidism, gastric malignancy |
*helicobacter Pylori*
A Gram-negative, spiral, microaerophilic, flagellated bacillus that colonises the gastric mucus layer. Its survival mechanism is urease production, which splits urea into ammonia and CO2, neutralising gastric acid locally — and this same property is exploited by every diagnostic test for it (urea breath test, rapid urease test).
It causes chronic gastritis; the pattern determines the outcome — antral-predominant gastritis increases gastrin and acid, causing duodenal ulcer, while corpus-predominant gastritis causes atrophy, hypochlorhydria, gastric ulcer and increased cancer risk.
*H. pylori* is a WHO class I carcinogen, associated with gastric adenocarcinoma and gastric MALT lymphoma — the latter frequently regressing completely with eradication alone.
Clinical Features
| Feature | Duodenal ulcer | Gastric ulcer |
|---|---|---|
| Age | Younger (25–50) | Older (> 50) |
| Pain and food | Relieved by food; "hunger pain" 2–3 hours after meals and at night | WORSENED by food — pain shortly after eating |
| Weight | Stable or increased (eating relieves pain) | Weight loss (patients avoid eating) |
| Vomiting | Less common | More common |
| Malignant potential | Essentially none | Requires biopsy — may be malignant |
| Relation to acid | High or normal acid | Normal or low acid |
Other features: epigastric tenderness, nausea, bloating and early satiety. Alarm ("red flag") features requiring urgent endoscopy: age over 45–50 with new-onset dyspepsia, weight loss, anaemia, dysphagia, persistent vomiting, gastrointestinal bleeding, epigastric mass, or a family history of gastric cancer.
Complications: haemorrhage (the commonest — haematemesis and melaena), perforation (sudden severe pain, board-like rigidity, free gas under the diaphragm), gastric outlet obstruction (from chronic scarring — vomiting of undigested food, succussion splash, hypochloraemic hypokalaemic metabolic alkalosis), and penetration into the pancreas causing back pain.
Investigations
For *H. pylori*:
| Test | Type | Comment |
|---|---|---|
| Urea breath test | Non-invasive, active infection | Test of choice for diagnosis and for confirming eradication. Must stop PPIs for 2 weeks and antibiotics for 4 weeks beforehand, or false negatives result |
| Stool antigen test | Non-invasive, active infection | Good alternative; same drug-holiday requirement |
| Rapid urease (CLO) test | Invasive — on biopsy | Quick and cheap at endoscopy |
| Histology | Invasive | Also assesses gastritis, atrophy and metaplasia |
| Serology (IgG) | Non-invasive | Cannot distinguish current from past infection — remains positive after eradication, so it is useless for confirming cure |
Endoscopy: indicated for alarm features, older patients with new dyspepsia, and treatment failure. All gastric ulcers MUST be biopsied (multiple biopsies from the edge) to exclude malignancy, and re-scoped after treatment to confirm healing. Duodenal ulcers do not require biopsy.
Management
- 1. *H.
- pylori* eradication — the definitive treatment for *H. pylori*-associated ulcers, curing the disease rather than suppressing it. Standard therapy combines a proton pump inhibitor with two or three antibiotics (clarithromycin-based triple therapy, or bismuth-based quadruple therapy) for 14 days.
- Clarithromycin resistance is high in India, which increasingly favours bismuth quadruple or concomitant regimens.
- Confirm eradication with a urea breath test or stool antigen at least 4 weeks after completing treatment, particularly after complicated ulcer disease.
2. Acid suppression — proton pump inhibitors for symptom relief and healing; continued after eradication in complicated ulcers, and long-term where NSAIDs cannot be stopped.
3. NSAID-related ulcers — stop the NSAID if possible; if not, use the lowest effective dose, prefer a COX-2 selective agent in high-risk patients (weighing cardiovascular risk), and co-prescribe a proton pump inhibitor for gastroprotection in those at risk (age > 65, previous ulcer, concurrent anticoagulant, antiplatelet or steroid).
4. Lifestyle — stop smoking (which delays healing and increases recurrence), reduce alcohol, and avoid foods that provoke symptoms; the old bland "ulcer diet" is unnecessary.
5. Surgery — now rare, reserved for complications: perforation (omental patch repair), uncontrolled bleeding, and gastric outlet obstruction (after endoscopic dilatation fails).
Zollinger–ellison Syndrome
Definition: a gastrin-secreting neuroendocrine tumour (gastrinoma) causing gastric acid hypersecretion with severe, refractory peptic ulceration.
Features:
- Multiple, refractory ulcers, or ulcers in unusual locations — distal duodenum and jejunum
- Ulcers that recur despite eradication and adequate acid suppression, or that recur after surgery
- DIARRHOEA and STEATORRHOEA — from the massive acid load inactivating pancreatic lipase and damaging the small bowel mucosa; diarrhoea may be the presenting complaint and characteristically improves with acid suppression
- Gastro-oesophageal reflux, often severe
- About 25% occur as part of MEN 1 (with parathyroid and pituitary tumours) — so check serum calcium and PTH in every patient
- Most gastrinomas arise in the "gastrinoma triangle" (the confluence of the cystic and common bile ducts, the second and third parts of the duodenum, and the neck and body of the pancreas); over half are malignant, with liver metastases determining prognosis
Investigations:
- markedly raised fasting serum gastrin (measured off proton pump inhibitors, which themselves raise gastrin — a critical pitfall), with gastric pH < 2 (a raised gastrin with achlorhydria indicates atrophic gastritis instead)
- secretin stimulation test (paradoxical rise in gastrin)
- localisation with CT, MRI, endoscopic ultrasound and somatostatin receptor imaging (Ga-68 DOTATATE PET)
- screening for MEN 1.
Management:
- high-dose proton pump inhibitors to control acid (often at several times the standard dose)
- surgical resection of the tumour where localised and non-metastatic
- for metastatic disease, somatostatin analogues, chemotherapy, targeted agents and liver-directed therapy.
Suspect Zollinger–Ellison syndrome when peptic ulcer disease behaves badly — multiple ulcers, ulcers beyond the duodenal bulb, recurrence despite documented *H. pylori* eradication and full-dose acid suppression, or ulcers accompanied by diarrhoea that improves with a proton pump inhibitor. And remember the practical trap: serum gastrin must be measured after stopping the proton pump inhibitor, or the result cannot be interpreted.
Definition
Gastro-oesophageal reflux disease (GERD) is a condition in which reflux of gastric contents into the oesophagus causes troublesome symptoms or complications. Physiological reflux occurs in everyone; it becomes disease when it is frequent enough or damaging enough to matter.
- Non-erosive reflux disease (NERD) — typical symptoms with a normal endoscopy (the majority of patients)
- Erosive oesophagitis — visible mucosal breaks
- Barrett's oesophagus — metaplastic change, a premalignant condition
Pathophysiology
The principal mechanism is transient lower oesophageal sphincter relaxations (TLOSRs) unrelated to swallowing, together with:
- Reduced lower oesophageal sphincter tone — impaired by fat, chocolate, caffeine, alcohol, smoking, and drugs (calcium channel blockers, nitrates, anticholinergics, theophylline, benzodiazepines)
- Hiatus hernia — displaces the sphincter and impairs the diaphragmatic pinch
- Delayed gastric emptying and increased intragastric pressure — obesity (central obesity in particular), pregnancy, ascites, large meals
- Impaired oesophageal clearance and reduced salivary bicarbonate
Clinical Features
Typical (oesophageal) symptoms:
- Heartburn (pyrosis) — retrosternal burning, worse after meals, on lying flat and on bending forward, relieved by antacids
- Regurgitation of acid or food into the mouth; water brash (reflex salivation)
- Dysphagia — suggests stricture, severe oesophagitis or malignancy; odynophagia suggests ulceration
- Chest pain that may closely mimic angina — and cardiac causes must be excluded first
Atypical (extra-oesophageal) manifestations — frequently the sole presentation:
- Chronic cough and nocturnal cough
- Asthma — reflux both triggers and is worsened by asthma
- Hoarseness, laryngitis, globus sensation, throat clearing
- Dental erosion; recurrent sinusitis and otitis media
- Sleep disturbance
Alarm features requiring endoscopy: dysphagia, odynophagia, weight loss, anaemia, gastrointestinal bleeding, persistent vomiting, a family history of upper GI malignancy, and new-onset symptoms over the age of 45–50.
Complications
- Erosive oesophagitis (graded by the Los Angeles classification, A to D)
- Peptic stricture — progressive dysphagia to solids
- BARRETT'S OESOPHAGUS — replacement of the normal squamous epithelium by specialised intestinal columnar metaplasia with goblet cells; a response to chronic acid injury. It is premalignant, carrying an increased risk of oesophageal ADENOCARCINOMA (though the absolute annual risk is low, at around 0.1–0.5%)
- Oesophageal adenocarcinoma
- Oesophageal ulceration and bleeding; aspiration pneumonia
Investigations
- In typical uncomplicated symptoms without alarm features, no investigation is needed — a trial of a proton pump inhibitor is both diagnostic and therapeutic, and is the correct first step.
- Upper GI endoscopy — for alarm features, age over 45–50 with new symptoms, treatment failure, or to screen for Barrett's in long-standing symptoms with risk factors. Endoscopy is normal in most GERD patients, so a normal endoscopy does not exclude the diagnosis.
- 24-hour ambulatory pH monitoring (with impedance) — the gold standard for confirming pathological acid exposure; used for refractory symptoms, atypical presentations, and before anti-reflux surgery.
- Oesophageal manometry — to exclude achalasia and other motility disorders (essential before surgery).
- Barium swallow — for stricture, hiatus hernia and to assess anatomy; not a test for reflux itself.
- Biopsy of Barrett's segments for intestinal metaplasia and dysplasia.
Management
1. Lifestyle and dietary modification — the foundation, and often under-emphasised
- Weight reduction — the measure with the best evidence.
- Elevate the head end of the bed by 15–20 cm (using blocks, not extra pillows, which increase abdominal pressure).
- Avoid lying down for 3 hours after meals; take the last meal well before bedtime.
- Smaller, more frequent meals; avoid large fatty meals.
- Avoid trigger foods — fatty and fried food, chocolate, caffeine, carbonated drinks, spicy food (relevant to Indian diets), citrus, tomato, mint, alcohol.
- Stop smoking; avoid tight clothing.
- Review drugs that reduce sphincter tone.
2. Pharmacological
- Proton pump inhibitors — the mainstay and most effective agents. Take 30–60 minutes BEFORE breakfast (they act on actively secreting proton pumps) — an instruction frequently omitted, and a common cause of apparent treatment failure. Use a standard course, then step down to the lowest effective dose or on-demand therapy.
- H2 receptor antagonists — less effective; useful for nocturnal breakthrough symptoms.
- Antacids and alginates — for rapid symptomatic relief.
- Prokinetics — limited role, for coexisting gastroparesis.
- Long-term PPI safety — discussed concerns include hypomagnesaemia, vitamin B12 deficiency, *C. difficile* and enteric infection, fracture risk, and acute interstitial nephritis; the evidence for most is observational, but PPIs should still be used at the lowest effective dose with periodic review rather than prescribed indefinitely without reassessment.
3. Surgical and endoscopic
- Laparoscopic Nissen (or partial) fundoplication — for patients with proven reflux who are intolerant of, or unwilling to take, lifelong medication, or who have volume regurgitation refractory to acid suppression. Manometry must exclude achalasia beforehand. Complications include dysphagia, gas-bloat syndrome and inability to belch or vomit.
- Endoscopic and magnetic sphincter augmentation techniques in selected centres.
- Bariatric surgery (Roux-en-Y gastric bypass) is preferred in the obese, treating both problems.
4. Barrett's oesophagus
- Endoscopic surveillance at intervals determined by segment length and dysplasia grade
- long-term proton pump inhibitor therapy
- endoscopic eradication therapy — radiofrequency ablation with endoscopic mucosal resection — for high-grade dysplasia or early adenocarcinoma, which has largely replaced oesophagectomy for these indications.
Retrosternal burning chest pain is angina until proved otherwise in anyone with cardiovascular risk factors. Reflux and cardiac pain are genuinely difficult to separate clinically — reflux pain can radiate to the arm and jaw and be exertional, and cardiac pain can be burning and relieved by antacids. Never diagnose GERD in a patient with new chest pain without first excluding a cardiac cause with an ECG and appropriate assessment. Deaths from myocardial infarction treated as "gastritis" are a recurring and avoidable tragedy in Indian emergency practice.
Definitions
Diarrhoea is the passage of loose or watery stools three or more times daily, or more frequently than is normal for the individual, and is more precisely defined by a stool weight exceeding 200 g/day. Chronic diarrhoea persists for more than 4 weeks.
Malabsorption is impaired absorption of nutrients, resulting from defects in digestion (maldigestion), mucosal absorption, or transport of absorbed nutrients.
Classification of Chronic Diarrhoea
| Type | Mechanism | Effect of fasting | Examples |
|---|---|---|---|
| Osmotic | Non-absorbed solute draws water into the lumen | STOPS with fasting | Lactose intolerance, magnesium-containing antacids and laxatives, sorbitol, coeliac disease |
| Secretory | Active secretion of electrolytes and water | CONTINUES during fasting; nocturnal | Cholera and enterotoxins, VIPoma, carcinoid, bile acid malabsorption, microscopic colitis, medullary thyroid carcinoma |
| Inflammatory / exudative | Mucosal inflammation, blood and pus | Continues | Inflammatory bowel disease, invasive infection, intestinal tuberculosis, ischaemic colitis, radiation enteritis |
| Fatty (steatorrhoea) | Maldigestion or malabsorption of fat | Reduced | Coeliac disease, chronic pancreatitis, bacterial overgrowth, tropical sprue, giardiasis |
| Motility-related | Rapid transit | Variable | Irritable bowel syndrome, diabetic autonomic neuropathy, hyperthyroidism, post-surgical (short bowel, post-vagotomy) |
Causes of Malabsorption
| Level | Causes |
|---|---|
| Luminal (maldigestion) | Chronic pancreatitis and pancreatic insufficiency, cystic fibrosis, bile salt deficiency (cholestasis, ileal resection, small intestinal bacterial overgrowth), Zollinger–Ellison syndrome (acid inactivation of lipase) |
| Mucosal | COELIAC DISEASE, TROPICAL SPRUE, giardiasis, intestinal tuberculosis, Crohn's disease, Whipple's disease, lymphoma, amyloidosis, radiation enteritis, HIV enteropathy, lactase deficiency |
| Post-mucosal (transport) | Intestinal lymphangiectasia, lymphoma, tuberculosis of mesenteric nodes, constrictive pericarditis |
| Anatomical | Short bowel syndrome, gastrectomy, blind loop with bacterial overgrowth, fistulae |
Clinical Features
- Diarrhoea with steatorrhoea — bulky, pale, offensive, greasy stools that float and are difficult to flush.
- Weight loss despite adequate intake; failure to thrive in children.
- Abdominal bloating, distension, flatulence and cramps.
- Consequences of specific deficiencies — worth reciting in an answer as they demonstrate understanding:
- Iron, folate, B12 → anaemia (microcytic, macrocytic or dimorphic)
- Vitamin D and calcium → osteomalacia, bone pain, proximal myopathy, tetany
- Vitamin K → bruising and prolonged prothrombin time
- Vitamin A → night blindness, xerophthalmia
- Protein → oedema and hypoalbuminaemia
- Zinc → dermatitis, poor wound healing; B-complex → glossitis, angular stomatitis, neuropathy
- Red flags requiring urgent investigation: nocturnal diarrhoea, rectal bleeding, weight loss, anaemia, fever, onset over the age of 50, and a family history of malignancy or inflammatory bowel disease. Their absence, with a long history and stable weight, points towards irritable bowel syndrome.
Investigations — a Stepwise Approach
Step 1 — basic:
CBC (anaemia and its type), ESR and CRP, renal function and electrolytes, liver function and albumin, calcium and phosphate, INR, thyroid function, iron studies, vitamin B12 and folate, and blood glucose.
Step 2 — stool:
Microscopy for ova, cysts and parasites (particularly *Giardia*, which requires multiple samples or duodenal aspirate), stool culture, *C. difficile* toxin, faecal fat estimation or a qualitative Sudan stain, faecal calprotectin (raised in inflammatory, normal in functional disease — a valuable discriminator), and faecal elastase (low in pancreatic insufficiency).
Step 3 — targeted:
- Coeliac serology — IgA anti-tissue transglutaminase (tTG) with total IgA (to exclude IgA deficiency, which causes false negatives). The patient must be eating gluten at the time of testing.
- Hydrogen breath tests — for lactose intolerance and small intestinal bacterial overgrowth.
- Upper GI endoscopy with duodenal biopsy — for coeliac disease, tropical sprue, giardiasis and Whipple's disease.
- Colonoscopy with ileoscopy and biopsies — for inflammatory bowel disease, intestinal tuberculosis, malignancy, and microscopic colitis (which requires biopsy of macroscopically normal mucosa).
- Imaging — CT or MR enterography, barium follow-through; CT abdomen for pancreatic disease and lymphadenopathy.
- Gut hormone profile (VIP, gastrin, chromogranin A, urinary 5-HIAA) for suspected neuroendocrine tumour.
COELIAC DISEASE AND TROPICAL SPRUE — the two key mucosal diseases
Coeliac disease is a T-cell-mediated immune reaction to gluten in genetically susceptible individuals (HLA-DQ2/DQ8), causing villous atrophy, crypt hyperplasia and intraepithelial lymphocytosis in the proximal small bowel. It is considerably more common in India than was once thought, particularly in the wheat-eating north.
- Features: diarrhoea, steatorrhoea, weight loss and anaemia; but also silent or atypical presentations — isolated iron deficiency anaemia, short stature, delayed puberty, infertility, osteoporosis, unexplained transaminitis, and neurological symptoms.
- Dermatitis herpetiformis — an intensely itchy, blistering rash on the extensor surfaces — is its cutaneous manifestation.
- Associations: type 1 diabetes, autoimmune thyroid disease, Down syndrome, IgA deficiency.
- Diagnosis: serology followed by duodenal biopsy (Marsh classification), both while on a gluten-containing diet.
- Treatment: a STRICT, LIFELONG GLUTEN-FREE DIET — excluding wheat, barley and rye (oats are usually tolerated). Involve a dietitian; correct nutritional deficiencies; monitor with serology and repeat biopsy where response is poor. Non-adherence is the commonest cause of persistent symptoms; refractory disease raises the possibility of enteropathy-associated T-cell lymphoma.
Tropical sprue — a malabsorption syndrome of unknown aetiology (probably post-infective with bacterial overgrowth), occurring in residents of and visitors to the tropics, including large parts of India. It causes diarrhoea, steatorrhoea, weight loss, and megaloblastic anaemia from B12 AND folate deficiency. Biopsy shows partial villous atrophy affecting the entire small bowel (unlike the proximal predominance of coeliac disease). It responds to prolonged tetracycline with folic acid and vitamin B12 — a distinction of considerable practical importance, since it is treatable with antibiotics rather than dietary exclusion.
Management Principles
1. Treat the specific cause — gluten-free diet, antibiotics for bacterial overgrowth and tropical sprue, pancreatic enzyme replacement for pancreatic insufficiency, antimicrobials for giardiasis and tuberculosis, immunosuppression for inflammatory bowel disease.
2. Correct nutritional deficiencies — iron, folate, B12, fat-soluble vitamins (A, D, E, K), calcium, magnesium and zinc.
3. Nutritional support and dietetic input; lactose avoidance where secondary lactase deficiency is present.
4. Symptomatic — antidiarrhoeals only when infection and inflammation have been excluded; bile acid sequestrants for bile acid diarrhoea.
5. Monitor weight, nutritional markers, and bone density.
In India, chronic diarrhoea with weight loss demands that you exclude intestinal tuberculosis — which classically involves the ileocaecal region and mimics Crohn's disease closely on imaging and endoscopy. The distinction matters enormously: giving steroids or anti-TNF therapy for presumed Crohn's disease to a patient with intestinal tuberculosis can be catastrophic, causing dissemination. Look for caseating granulomas, positive AFB and CBNAAT on biopsy, and a supportive chest X-ray and Mantoux, and where doubt persists, a therapeutic trial of antitubercular therapy with careful reassessment is often the safer course.
Definition
Inflammatory bowel disease (IBD) comprises two chronic relapsing-remitting inflammatory disorders of the gastrointestinal tract — ulcerative colitis (UC) and Crohn's disease (CD) — arising from a dysregulated mucosal immune response to gut microbiota in a genetically susceptible host. Incidence is rising rapidly in India with urbanisation and dietary change.
ULCERATIVE COLITIS versus CROHN'S DISEASE
| Feature | Ulcerative colitis | Crohn's disease |
|---|---|---|
| Site | COLON ONLY, always involving the rectum, extending proximally | ANY part of the gut, MOUTH TO ANUS; terminal ileum and caecum most often |
| Distribution | CONTINUOUS and circumferential | "SKIP LESIONS" — discontinuous |
| Depth | MUCOSA AND SUBMUCOSA only | TRANSMURAL |
| Endoscopy | Diffuse erythema, granularity, friability, loss of vascular pattern, pseudopolyps | "COBBLESTONE" appearance, deep linear and aphthous ulcers, strictures |
| Histology | Crypt abscesses, crypt distortion, goblet cell depletion; NO granulomas | NON-CASEATING GRANULOMAS (in ~30%), transmural lymphoid aggregates |
| Perianal disease | Absent | Common — fissures, fistulae, abscesses, skin tags |
| Fistulae and strictures | Rare | Characteristic (transmural disease) |
| Bleeding | Prominent — bloody diarrhoea is typical | Less prominent |
| Smoking | PROTECTIVE (paradoxically) | HARMFUL — worsens disease and increases relapse |
| Serology | p-ANCA positive | ASCA positive |
| Surgery | Colectomy is CURATIVE | Not curative — disease recurs |
| Malignancy risk | Increased colorectal cancer with extensive long-standing disease | Increased, especially small bowel and colonic |
Clinical Features
Ulcerative colitis: bloody diarrhoea with mucus, urgency, tenesmus, lower abdominal cramping relieved by defecation, and nocturnal symptoms. Severity is graded by the Truelove and Witts criteria (stool frequency, blood, fever, tachycardia, anaemia and ESR). Proctitis may present only with rectal bleeding and urgency.
Crohn's disease: abdominal pain (often right iliac fossa, mimicking appendicitis), chronic diarrhoea (often without blood), weight loss and failure to thrive, fever, a right iliac fossa mass, and perianal disease — which may precede intestinal symptoms by years. Obstructive symptoms from strictures; oral aphthous ulceration.
Extraintestinal manifestations (in up to 30%) — a favourite examination area:
| System | Manifestations |
|---|---|
| Skin | Erythema nodosum (parallels disease activity), pyoderma gangrenosum (independent of activity) |
| Eye | Episcleritis (parallels activity), uveitis and scleritis (independent) |
| Joints | Peripheral arthritis (large joints, parallels activity); axial — sacroiliitis and ankylosing spondylitis (HLA-B27, independent of activity) |
| Hepatobiliary | PRIMARY SCLEROSING CHOLANGITIS — strongly associated with ULCERATIVE COLITIS; gallstones (Crohn's, from bile salt malabsorption); fatty liver |
| Renal | Oxalate stones (Crohn's with fat malabsorption); amyloidosis |
| Haematological | Anaemia (iron, B12, chronic disease), venous thromboembolism (markedly increased — thromboprophylaxis is indicated in hospitalised patients) |
| Metabolic | Osteoporosis (disease and steroids), growth failure in children |
Complications
Ulcerative colitis: TOXIC MEGACOLON (transverse colon diameter > 6 cm with systemic toxicity — a surgical emergency), perforation, massive haemorrhage, stricture, and colorectal carcinoma (risk related to duration and extent; requires surveillance colonoscopy).
Crohn's disease: strictures with obstruction, fistulae (enteroenteric, enterovesical, enterocutaneous, perianal), abscess, perforation, malabsorption with B12 deficiency (terminal ileal disease), gallstones and oxalate renal stones, short bowel syndrome after repeated resections, and malignancy.
Investigations
- Bloods: CBC (anaemia, thrombocytosis), raised CRP and ESR, low albumin, iron studies, B12 and folate, and liver function (raised ALP suggests primary sclerosing cholangitis).
- Faecal calprotectin — a sensitive marker of intestinal inflammation; valuable for distinguishing IBD from irritable bowel syndrome and for monitoring disease activity non-invasively.
- Stool studies — mandatory before immunosuppression: culture, ova and parasites, *C. difficile* toxin, and amoebic testing, since infection both mimics and complicates IBD.
- Ileocolonoscopy with multiple biopsies — the diagnostic cornerstone, defining extent and obtaining histology.
- Upper GI endoscopy for suspected upper tract Crohn's disease.
- Cross-sectional imaging: MR enterography (preferred, avoiding radiation in a young population needing repeated imaging), CT enterography, and MRI pelvis for perianal fistulae.
- Plain abdominal X-ray in acute severe colitis — for toxic megacolon and to assess extent.
- Exclude intestinal tuberculosis (see the danger box) and, where relevant, screen for latent TB and hepatitis B before biologic therapy.
Management
Principles: induce remission, then maintain it, with treatment matched to disease severity, extent and behaviour; the modern goal is mucosal healing, not merely symptom control.
Ulcerative colitis:
- Mild to moderate: 5-aminosalicylates (mesalazine) — oral for extensive disease, topical (suppository or enema) for proctitis and left-sided disease, and combined for best effect. These are also the maintenance agents.
- Moderate to severe: corticosteroids to induce remission (never for maintenance), with thiopurines (azathioprine, mercaptopurine) as steroid-sparing maintenance.
- Refractory or steroid-dependent: biologics — anti-TNF (infliximab, adalimumab), vedolizumab (gut-selective anti-integrin), ustekinumab — and JAK inhibitors (tofacitinib).
- Acute severe colitis — a medical emergency: admit, intravenous corticosteroids, fluids, thromboprophylaxis, exclude infection and toxic megacolon, and assess response at day 3 using stool frequency and CRP; if there is no response, proceed to rescue therapy (infliximab or ciclosporin) or colectomy. Involve surgeons early rather than late.
- Surgery: proctocolectomy is CURATIVE — indicated for failed medical therapy, toxic megacolon, perforation, haemorrhage and dysplasia.
Crohn's disease:
- Induction: corticosteroids (or budesonide for ileocaecal disease, with fewer systemic effects); exclusive enteral nutrition — highly effective and the preferred first-line in children.
- Maintenance: thiopurines, methotrexate; biologics — anti-TNF, ustekinumab, vedolizumab, risankizumab. 5-ASAs have little role in Crohn's disease.
- Perianal and fistulising disease: anti-TNF therapy with antibiotics (metronidazole, ciprofloxacin) and surgical drainage or seton placement.
- STOP SMOKING — the single most effective non-pharmacological intervention in Crohn's disease.
- Surgery for strictures (resection or stricturoplasty), abscess, fistula and obstruction — conservative resection, since disease recurs and repeated resections risk short bowel syndrome.
General care for both: nutritional assessment and correction of deficiencies (iron, B12, vitamin D, calcium), bone protection, vaccination before immunosuppression (live vaccines contraindicated afterwards), screening for latent TB and hepatitis B before biologics, colonoscopic surveillance for dysplasia, psychological support, and pregnancy planning (most drugs are compatible; methotrexate is absolutely contraindicated).
In India, intestinal tuberculosis is the great mimic of Crohn's disease — both affect the ileocaecal region and produce ulceration, strictures, granulomas and a right iliac fossa mass. Giving corticosteroids or anti-TNF therapy to a patient who actually has intestinal tuberculosis can cause fulminant dissemination and death. Features favouring tuberculosis: transverse ulcers, a patulous ileocaecal valve, caseating granulomas, positive AFB or CBNAAT, ascites, and an abnormal chest X-ray. Features favouring Crohn's: longitudinal ulcers, cobblestoning, skip lesions, perianal disease and non-caseating granulomas. When genuinely uncertain, a trial of antitubercular therapy with reassessment at 8–12 weeks is the safer path.
Cholera
Aetiology: *Vibrio cholerae*, a Gram-negative, comma-shaped, motile bacillus with a single polar flagellum. Epidemic disease is caused by serogroups O1 (biotypes classical and El Tor) and O139. It is transmitted faeco-orally through contaminated water and food, and remains endemic in parts of India with seasonal outbreaks, particularly after floods and in displaced populations.
Pathogenesis — a model of toxin-mediated disease:
1. A large infective dose is required (gastric acid is protective; achlorhydria and antacid use increase susceptibility).
2. The organism colonises the small intestinal mucosa without invading it — which is why there is no fever and no blood in the stool.
3. It secretes cholera toxin, whose B subunit binds GM1 ganglioside and whose A subunit enters the cell and ADP-ribosylates the Gs protein, causing permanent activation of adenylate cyclase.
4. Massive rise in cyclic AMP → active chloride secretion with sodium and water following → profuse isotonic secretory diarrhoea, which can reach 1 litre per hour in adults.
Clinical features:
- Abrupt onset of painless, profuse, watery diarrhoea — the classic "RICE-WATER STOOL": colourless, with flecks of mucus, and a faintly fishy odour.
- Effortless vomiting; no fever and no abdominal pain or tenesmus.
- Rapid, profound dehydration — this is the entire danger. Sunken eyes, "washerwoman's hands", absent skin turgor, hoarse voice ("vox cholerica"), tachycardia, hypotension, anuria, and hypovolaemic shock within hours.
- Complications: acute kidney injury, hypokalaemia (cardiac arrhythmia, ileus), metabolic acidosis (bicarbonate loss), hypoglycaemia (especially in children — a major cause of death), and muscle cramps.
- Untreated mortality can exceed 50%; with adequate rehydration it falls below 1% — which makes it one of the most rewarding conditions in medicine to treat.
Diagnosis:
- largely clinical in an outbreak setting.
- Dark-field or hanging-drop microscopy of stool shows the characteristic "darting" or "shooting-star" motility, abolished by specific antiserum.
- Stool culture on TCBS agar confirms it
- rapid dipstick tests are used for outbreak detection. Assess electrolytes, renal function and acid-base status in severe cases.
Management:
1. REHYDRATION IS THE TREATMENT — nothing else comes close.
- Oral rehydration solution (ORS) for mild to moderate dehydration — the single greatest advance in the history of diarrhoeal disease management, and adequate for the great majority.
- Intravenous Ringer's lactate for severe dehydration and shock, given rapidly and in large volumes; normal saline is inferior because it lacks bicarbonate and potassium.
- Match ongoing losses volume for volume, using a cholera cot and strict output charting.
- Add potassium and correct hypoglycaemia, particularly in children.
2. Antibiotics — an adjunct only: doxycycline (single dose) or azithromycin shortens the duration of diarrhoea, reduces stool volume and shortens the period of excretion, easing the burden of rehydration and limiting transmission. They do not replace fluids.
3. Zinc supplementation in children — reduces duration and severity.
4. Continue feeding, including breastfeeding.
5. Public health: notify immediately, isolate and disinfect, ensure safe water (chlorination, boiling) and sanitation, safe food handling, hand hygiene, oral cholera vaccine in outbreaks and high-risk settings, and chemoprophylaxis of close contacts in defined circumstances.
Bacillary Dysentery (shigellosis)
Aetiology:
- *Shigella* species — _S.
- flexneri_ (commonest in India), _S.
- sonnei_, _S.
- boydii_, and _S.
- dysenteriae_ type 1 (which produces Shiga toxin and causes the most severe disease and epidemics). Transmission is faeco-oral, with a very low infective dose (10–100 organisms), permitting easy person-to-person spread in households, schools and institutions.
Pathogenesis:
- unlike cholera, *Shigella* is invasive — it invades and multiplies within colonic epithelial cells, causing mucosal ulceration, inflammation and destruction, which explains the fever, the blood and pus in the stool, and the systemic toxicity.
- Shiga toxin additionally causes endothelial damage, underlying haemolytic uraemic syndrome.
Clinical features:
- Initial watery diarrhoea, progressing within 1–2 days to dysentery — frequent, small-volume stools containing BLOOD, MUCUS AND PUS.
- High fever, marked systemic toxicity and abdominal cramps.
- TENESMUS — painful, ineffectual straining, characteristic and distressing.
- Complications: dehydration and electrolyte loss, haemolytic uraemic syndrome (particularly with *S. dysenteriae* type 1), seizures in children (from toxin and metabolic disturbance), toxic megacolon, intestinal perforation, protein-losing enteropathy, reactive arthritis (HLA-B27 associated), and rectal prolapse in children.
Diagnosis:
- stool microscopy showing abundant pus cells, red cells and macrophages
- stool culture with sensitivity testing (essential, given rising resistance)
- sigmoidoscopy shows diffusely inflamed, friable, ulcerated mucosa — quite different from the discrete ulcers of amoebiasis. CBC shows leucocytosis
- assess renal function and platelets for haemolytic uraemic syndrome.
Management:
1. Rehydration and electrolyte correction — ORS or intravenous fluids as required.
2. ANTIBIOTICS ARE INDICATED (in contrast to most other infective diarrhoeas) — they shorten illness, reduce complications and limit transmission. Choice must follow local sensitivity patterns, as resistance to ampicillin, co-trimoxazole and increasingly to fluoroquinolones is widespread in India; azithromycin and third-generation cephalosporins are commonly used.
3. Zinc supplementation in children; continued feeding.
4. AVOID antimotility agents such as loperamide — they prolong the illness, increase toxin exposure and risk toxic megacolon.
5. Public health: notification, hand hygiene, safe water and sanitation, exclusion of cases from food handling and childcare, and outbreak investigation.
| Feature | Cholera | Bacillary dysentery | Amoebic dysentery |
|---|---|---|---|
| Mechanism | Toxin, non-invasive | Invasive | Invasive (protozoal) |
| Fever | Absent | High | Mild or absent |
| Stool | Profuse, watery, "rice-water"; no blood | Scanty, blood + mucus + PUS | Blood and mucus mixed with faeces |
| Abdominal pain | Absent | Severe cramps, tenesmus | Moderate |
| Onset | Abrupt, hours | Abrupt, 1–3 days | Gradual, 1–3 weeks |
| Dehydration | Profound — the main danger | Moderate | Mild |
| Microscopy | Darting motility | Pus cells ++ | Trophozoites with ingested RBCs |
| Antibiotics | Adjunct to fluids | Indicated | Metronidazole + luminal agent |
In cholera, the fluid replaces the treatment — not the antibiotic. Patients die of hypovolaemic shock within hours, and the single skill that saves them is rapid, large-volume, accurately matched rehydration. Conversely, in bacillary dysentery, do not give loperamide — retaining an invasive, toxin-producing organism in an inflamed colon risks toxic megacolon and worsens the illness. Two different diarrhoeas, two opposite management priorities, and confusing them costs lives.
Definition
Lower gastrointestinal (GI) bleeding is bleeding originating distal to the ligament of Treitz. It usually presents as haematochezia (fresh or altered blood per rectum), though bleeding from the right colon or small bowel may present as melaena.
A crucial initial caveat: brisk UPPER GI bleeding can present as haematochezia with haemodynamic instability — and upper GI bleeding is both commoner and more lethal. In any patient with haematochezia and shock, exclude an upper GI source first.
Causes BY Age and Frequency
| Cause | Features |
|---|---|
| Diverticular disease | The commonest cause of major lower GI bleeding in older adults; painless, abrupt, large-volume bleeding; usually stops spontaneously |
| Angiodysplasia | Elderly; painless, recurrent, often occult; right colon; associated with aortic stenosis and chronic kidney disease |
| Haemorrhoids and anal fissure | The commonest cause of minor bleeding overall — fresh blood on the paper or coating the stool; fissure causes severe pain on defecation |
| Colorectal carcinoma and polyps | Change in bowel habit, weight loss, iron deficiency anaemia; must be excluded in anyone over 45–50 with rectal bleeding |
| Inflammatory bowel disease | Bloody diarrhoea with mucus, urgency, tenesmus, systemic features |
| Infective colitis | *Shigella*, *Campylobacter*, *E. coli* O157:H7, amoebiasis; fever, diarrhoea |
| Ischaemic colitis | Elderly, vascular risk factors; sudden left-sided abdominal pain followed by bloody diarrhoea; "watershed" areas (splenic flexure, rectosigmoid) |
| Radiation proctitis | Previous pelvic radiotherapy |
| Meckel's diverticulum | Young patients — painless bleeding; ectopic gastric mucosa |
| Solitary rectal ulcer, post-polypectomy bleeding, NSAID-induced colopathy, aorto-enteric fistula | — |
In Indian practice, add: intestinal tuberculosis, amoebic colitis, enteric fever with ileal ulceration, and hookworm infestation (as a cause of occult blood loss and iron deficiency).
Clinical Assessment
History:
- the colour and pattern of bleeding (bright red suggests a distal source; maroon suggests right colon or small bowel; melaena suggests an upper or proximal source), whether blood is mixed with stool (proximal) or coating it or seen on the paper (anorectal)
- associated pain (present in ischaemia and IBD, absent in diverticular and angiodysplastic bleeding)
- change in bowel habit
- weight loss
- fever and diarrhoea
- NSAID, anticoagulant and antiplatelet use
- previous radiotherapy, polypectomy or aortic surgery
- family history of malignancy or IBD.
Examination:
- haemodynamic assessment first — pulse, blood pressure, postural change, perfusion
- abdominal examination for tenderness and masses
- digital rectal examination with proctoscopy, which identifies anorectal causes and confirms the nature of the blood — a step frequently omitted.
Investigations
- CBC, coagulation profile, renal function, liver function, blood grouping and cross-match.
- A urea:creatinine ratio that is disproportionately raised suggests an UPPER GI source.
- Upper GI endoscopy — performed first in haemodynamically unstable patients with haematochezia, or where the urea is raised, to exclude a rapidly bleeding upper source.
- Colonoscopy — the primary investigation for lower GI bleeding: both diagnostic and therapeutic, ideally after bowel preparation within 24 hours in significant bleeding.
- CT angiography — for active, brisk bleeding; localises the site rapidly and guides embolisation. Requires an active bleeding rate above about 0.3–0.5 mL/min.
- Radionuclide (technetium-labelled red cell) scan — detects slower bleeding but localises poorly.
- Catheter angiography — for localisation with the option of therapeutic embolisation.
- Capsule endoscopy and enteroscopy — for obscure gastrointestinal bleeding, where upper and lower endoscopy are negative and the small bowel is the presumed source.
- Meckel's scan (technetium pertechnetate) in young patients.
Management
1. Resuscitation and risk assessment first
- Two large-bore cannulae, crystalloid, restrictive transfusion strategy, correction of coagulopathy, and monitoring. Most lower GI bleeding stops spontaneously (about 80%) — but the minority who continue to bleed require rapid, organised care.
- Reverse anticoagulation where the bleeding is major, balancing the thrombotic risk of doing so.
- Identify high-risk features: haemodynamic instability, ongoing bleeding, significant comorbidity, anticoagulant use, and a haemoglobin below 10 g/dL.
2. Definitive therapy — directed at the cause
- Colonoscopic haemostasis — clips, thermal coagulation, adrenaline injection, band ligation; endoscopic band ligation or infrared coagulation for haemorrhoids.
- Angiographic embolisation — for ongoing bleeding localised by CT angiography and not amenable to endoscopic treatment; effective, with a risk of bowel ischaemia.
- Surgery — for uncontrolled bleeding despite the above, or for the underlying pathology (segmental colectomy for a localised source; malignancy resection). Blind or "blind subtotal" colectomy is a last resort and carries high morbidity, which is why localisation before surgery is so important.
- Treat the underlying condition — IBD therapy, antimicrobials for infective colitis, antitubercular therapy, tumour resection, and management of radiation proctitis (argon plasma coagulation, sucralfate enemas).
3. Prevention of recurrence — review and minimise NSAIDs, aspirin and anticoagulants; iron replacement; colonoscopic surveillance where indicated; and treat haemorrhoids and constipation.
Never attribute rectal bleeding to haemorrhoids without excluding a proximal cause in anyone over 45–50, or in anyone with alarm features — change in bowel habit, weight loss, iron deficiency anaemia, or a family history of colorectal cancer. Haemorrhoids are extremely common and coexist with colorectal cancer routinely, and the assumption that visible piles explain the bleeding is one of the commonest reasons for delayed cancer diagnosis. If in doubt, scope the colon.
Aetiology
Dengue is caused by the dengue virus, a single-stranded RNA flavivirus with four serotypes (DENV 1–4), transmitted by the daytime-biting *Aedes aegypti* mosquito (and *Ae. albopictus*). It breeds in clean stagnant water in domestic containers — coolers, tyres, flower pots, overhead tanks — which is why dengue is an urban and peri-urban disease and why source reduction is the mainstay of control.
Infection with one serotype confers lifelong immunity to that serotype only, and short-lived cross-immunity to the others. India is hyperendemic, with all four serotypes circulating.
Pathogenesis of Severe Dengue
Two mechanisms explain why the second infection is often the dangerous one:
1. Antibody-dependent enhancement (ADE) — non-neutralising antibodies from a previous infection with a different serotype bind the new virus and facilitate its uptake into macrophages via Fc receptors, increasing viral load.
2. Cytokine storm — massive release of TNF-α, IL-6, IL-8 and VEGF causes endothelial dysfunction and increased capillary permeability, leading to plasma leakage into the pleural and peritoneal cavities — the central event in severe dengue.
Thrombocytopenia results from marrow suppression, immune-mediated destruction and platelet consumption; bleeding results from thrombocytopenia, platelet dysfunction, vasculopathy and coagulopathy.
The killer in dengue is PLASMA LEAKAGE, not bleeding or the platelet count. Deaths occur from hypovolaemic shock due to capillary leak, and are almost entirely preventable with careful fluid management. A patient with a platelet count of 10 000 who is well perfused is far safer than one with a count of 60 000 who is leaking and shocked. Fixating on the platelet count — and transfusing platelets rather than assessing perfusion — is the commonest and most dangerous error in dengue management.
Clinical Course — Three Phases
| Phase | Timing | Features |
|---|---|---|
| Febrile | Days 1–3 | Sudden high fever, severe headache, RETRO-ORBITAL PAIN, severe myalgia and arthralgia ("breakbone fever"), flushed face, macular rash, nausea, vomiting. Positive tourniquet test |
| Critical | Days 3–7, as the fever SETTLES | The dangerous phase. Defervescence coincides with plasma leakage — this is when shock, effusions and severe bleeding occur. Warning signs appear here. Lasts 24–48 hours |
| Recovery | Days 7–10 | Reabsorption of extravasated fluid — risk of fluid overload and pulmonary oedema if fluids are continued. Confluent "isles of white in a sea of red" rash with intense itching; bradycardia; profound fatigue |
WHO Classification and Warning Signs
Dengue without warning signs — fever with two of: nausea/vomiting, rash, aches and pains, positive tourniquet test, leucopenia.
Dengue WITH warning signs — the signals that a patient is entering the critical phase and needs admission:
- Abdominal pain or tenderness
- Persistent vomiting
- Clinical fluid accumulation — ascites, pleural effusion
- Mucosal bleeding
- Lethargy or restlessness
- Liver enlargement > 2 cm
- Rising haematocrit with a rapidly falling platelet count
Severe dengue — any of:
1. Severe plasma leakage → shock (dengue shock syndrome) or respiratory distress from fluid accumulation
2. Severe bleeding
3. Severe organ involvement — AST/ALT ≥ 1000, impaired consciousness, myocarditis, renal failure
Dengue shock syndrome: rapid weak pulse, narrow pulse pressure (≤ 20 mmHg), cold clammy extremities, prolonged capillary refill, restlessness, oliguria. Note that blood pressure is maintained until late — narrowing of the pulse pressure precedes hypotension and is the earlier warning.
Investigations
| Test | Useful when | Comment |
|---|---|---|
| NS1 antigen | Days 1–5 (early) | Detects viral antigen; the test of choice in the first few days |
| IgM ELISA (MAC-ELISA) | From day 5 onwards | Confirms recent infection; may cross-react with other flaviviruses |
| IgG | Rising titre; high early IgG suggests secondary infection | — |
| RT-PCR | Days 1–5 | Serotyping; specialised laboratories |
| Haematocrit — serial, twice daily | The single most important monitoring test — a rise of ≥ 20% indicates significant plasma leakage | Falls with bleeding or after fluid replacement |
| Platelet count — serial | Falls in critical phase | Does NOT determine severity or the need for transfusion |
| CBC | Leucopenia is characteristic and early | Rising haematocrit with falling platelets is the classic pairing |
Other: liver function (transaminases are usually raised — very high levels indicate severe disease), renal function and electrolytes, coagulation profile, chest X-ray (right lateral decubitus for pleural effusion) and ultrasound abdomen (ascites, gall bladder wall oedema — a sensitive early sign of leakage), ECG and echocardiography if myocarditis is suspected.
Management
The whole of management is careful fluid therapy guided by clinical perfusion and haematocrit.
Group A — dengue without warning signs, able to drink and pass urine: manage at home with oral fluids (ORS, coconut water, rice water, fruit juice — not plain water alone), paracetamol only, rest, and mosquito protection. Give clear written warning signs and review daily during the critical phase.
Group B — warning signs, or co-morbidity, or social circumstances: admit. Give isotonic crystalloid, titrated to maintain perfusion and urine output, with serial haematocrit and vital signs, reducing the rate as the patient improves.
Group C — severe dengue: manage in high-dependency or intensive care with rapid isotonic crystalloid boluses for shock, reassessment after each bolus, colloid for refractory shock, and blood transfusion for significant bleeding. Correct acidosis, calcium and glucose. Monitor haematocrit before and after each bolus — a falling haematocrit with continuing shock means bleeding, and requires blood, not more crystalloid.
Critical principles:
- AVOID: aspirin, NSAIDs and intramuscular injections — they increase bleeding risk. Use paracetamol only.
- Platelet transfusion is NOT indicated by the count alone — it is given only for active significant bleeding, or before an invasive procedure. Prophylactic transfusion at arbitrary thresholds is ineffective, wasteful and potentially harmful, yet remains widespread practice in India.
- Stop or slow fluids in the recovery phase — continuing them causes pulmonary oedema, a well-recognised iatrogenic cause of death.
- Monitor for expanded dengue syndrome — myocarditis, encephalitis, hepatitis, acute kidney injury, Guillain–Barré syndrome.
Prevention
Vector control is the mainstay: source reduction (weekly emptying and scrubbing of water containers, covering tanks, disposing of tyres and discarded containers), larvicides, space spraying during outbreaks, personal protection with repellents and full-sleeved clothing, and community participation — dengue control fails without it. Vaccines exist but their deployment is limited by serostatus-dependent efficacy.
Fluid regimens (volumes and rates by weight and phase) and transfusion thresholds — confirm against the current National Guidelines for Clinical Management of Dengue Fever before printing figures.
Aetiology
Malaria is caused by protozoa of the genus *Plasmodium*, transmitted by the female *Anopheles* mosquito. Five species infect humans; in India _P. vivax_ and _P. falciparum_ predominate.
_Plasmodium falciparum_ causes almost all severe disease and death because of three unique properties:
1. It invades red cells of all ages, producing very high parasitaemia
2. Infected cells express PfEMP-1, causing cytoadherence to endothelium (sequestration), rosetting with uninfected cells, and microvascular obstruction
3. It causes metabolic derangement — lactic acidosis and hypoglycaemia
*P. vivax* was long considered benign but is now recognised to cause severe disease including ARDS and splenic rupture, and it forms hypnozoites in the liver causing relapse. *P. knowlesi* can cause severe disease with rapid parasite multiplication.
WHO Criteria for Severe Malaria
Any of the following in a patient with confirmed parasitaemia:
| Category | Feature |
|---|---|
| Neurological | Cerebral malaria — impaired consciousness (GCS < 11) or coma; repeated generalised seizures (≥ 2 in 24 hours) |
| Respiratory | Acidotic breathing; acute respiratory distress syndrome; pulmonary oedema |
| Circulatory | Shock — compensated or decompensated |
| Metabolic | Hypoglycaemia (< 40 mg/dL); metabolic acidosis (bicarbonate < 15); hyperlactataemia |
| Renal | Acute kidney injury (creatinine > 3 mg/dL or urea > 20 mmol/L) |
| Haematological | Severe anaemia (Hb < 7 g/dL with parasitaemia); significant bleeding / DIC |
| Hepatic | Jaundice (bilirubin > 3 mg/dL) with parasitaemia or organ dysfunction |
| Parasitological | Hyperparasitaemia (> 10%) |
| Other | Haemoglobinuria (blackwater fever) |
Cerebral Malaria
Definition: unrousable coma (persisting more than 1 hour after a seizure) in a patient with *P. falciparum* parasitaemia, with no other identifiable cause.
Pathogenesis: sequestration of parasitised red cells in cerebral microvasculature with rosetting, endothelial activation, cytokine release, blood-brain barrier disruption and cerebral oedema — producing a diffuse encephalopathy without focal necrosis.
Clinical features:
- Diffuse, symmetrical encephalopathy — the key point is that it is non-focal; prominent focal signs should prompt a search for an alternative diagnosis.
- Generalised seizures, common especially in children.
- Retinal changes on fundoscopy — "malarial retinopathy": retinal whitening, vessel discoloration, white-centred haemorrhages and papilloedema. This is highly specific and is the most useful bedside sign distinguishing true cerebral malaria from coma of another cause with incidental parasitaemia.
- Neck stiffness and photophobia are characteristically ABSENT — their presence suggests meningitis instead.
- Abnormal posturing, brainstem signs, dysconjugate gaze; raised intracranial pressure in children.
- Hypoglycaemia is common and may itself cause coma — check the glucose immediately in every case.
Other Major Complications
- Blackwater fever — massive intravascular haemolysis with haemoglobinuria (dark red-black urine) and acute kidney injury; associated with quinine and G6PD deficiency.
- Acute kidney injury — acute tubular necrosis from sequestration, haemoglobinuria and hypovolaemia; commoner in adults.
- ARDS and pulmonary oedema — may develop after starting treatment, as parasites clear.
- Severe anaemia — from haemolysis, marrow suppression and splenic clearance; the dominant severe manifestation in children.
- Hypoglycaemia — from parasite consumption, impaired gluconeogenesis, and quinine-induced hyperinsulinaemia; especially in pregnancy and children.
- Metabolic acidosis — the strongest single predictor of death.
- Algid malaria — Gram-negative septicaemia with shock.
- Malaria in pregnancy — maternal anaemia, hypoglycaemia, pulmonary oedema; fetal loss, prematurity, low birth weight; placental sequestration.
- Tropical splenomegaly syndrome; splenic rupture (especially *P. vivax*).
Investigations
- Peripheral blood smear — thick and thin films, the gold standard. The thick film detects parasites (higher sensitivity); the thin film identifies the species and quantifies parasitaemia. Repeat 12-hourly for up to 72 hours before excluding malaria if suspicion is high, as parasitaemia fluctuates.
- Rapid diagnostic tests — detect HRP-2 (falciparum-specific) and pLDH or aldolase (pan-species). Useful where microscopy is unavailable; note HRP-2 remains positive for weeks after treatment and some parasites have HRP-2 deletions.
- PCR — most sensitive; for species confirmation and low-level parasitaemia.
- Assessment of severity and complications: CBC, blood glucose (repeatedly), renal function and electrolytes, liver function, arterial blood gas with lactate, coagulation profile, urinalysis for haemoglobinuria, blood cultures (to exclude concomitant bacteraemia), chest X-ray, and G6PD status before primaquine.
- Lumbar puncture where meningitis cannot be excluded clinically.
Management
1. Antimalarial therapy — severe malaria is a medical emergency
- Intravenous ARTESUNATE is the treatment of choice for severe malaria in all patient groups, including children and in all trimesters of pregnancy. It clears parasites faster and reduces mortality compared with quinine (demonstrated in the large SEAQUAMAT and AQUAMAT trials), and causes less hypoglycaemia.
- Intravenous quinine is the alternative where artesunate is unavailable — it requires cardiac monitoring (QT prolongation), and causes hypoglycaemia through hyperinsulinaemia and cinchonism.
- Switch to a full oral course of artemisinin-based combination therapy (ACT) once the patient can swallow, to complete treatment and prevent recrudescence — artesunate monotherapy must never be used alone, as it selects resistance.
- Add primaquine — a single gametocytocidal dose in falciparum for transmission blocking, and a 14-day radical cure course in vivax and ovale to eradicate hypnozoites and prevent relapse. Check G6PD status first — primaquine causes severe haemolysis in deficiency.
- Watch for post-artesunate delayed haemolysis 1–3 weeks after treatment.
2. Supportive care — where much of the mortality benefit lies
- Airway, breathing, circulation; nurse unconscious patients appropriately, with regular turning and eye and mouth care.
- CHECK AND CORRECT BLOOD GLUCOSE FREQUENTLY — 4–6 hourly in severe malaria, and immediately in anyone with altered consciousness.
- Careful fluid management — avoid both hypovolaemia and fluid overload; aggressive fluid loading increases the risk of pulmonary oedema and is harmful.
- Control seizures with benzodiazepines; prophylactic anticonvulsants are not recommended.
- Transfuse for severe anaemia; renal replacement therapy for acute kidney injury; ventilatory support for ARDS.
- Treat concomitant bacterial sepsis — co-infection is common and easily missed; have a low threshold for antibiotics.
- Monitor parasite count daily until clearance.
Corticosteroids, heparin, mannitol and adrenaline are NOT indicated in cerebral malaria — trials showed steroids prolong coma and increase complications including gastrointestinal bleeding and pneumonia. Similarly, overzealous fluid resuscitation kills by precipitating pulmonary oedema. The interventions that save lives are artesunate, glucose, careful fluids and good nursing — not the additions that intuition suggests.
Prevention
Vector control (indoor residual spraying, long-lasting insecticidal nets, larval source management), personal protection, chemoprophylaxis for travellers and non-immune visitors, early diagnosis and complete treatment to reduce the reservoir, and intermittent preventive treatment in pregnancy in high-transmission areas. India's National Framework for Malaria Elimination targets elimination through surveillance, rapid diagnosis and universal ACT coverage.
Artesunate and quinine dosing, ACT regimen choice by species and region, and primaquine radical cure schedules — confirm against current NVBDCP/National Malaria guidelines.
Aetiology
Enteric fever is a systemic illness caused by *Salmonella enterica* serotype Typhi (typhoid) and serotypes Paratyphi A, B and C (paratyphoid). It is a Gram-negative, flagellated, non-lactose-fermenting bacillus, and humans are the only reservoir — which makes eradication theoretically possible.
Transmission is faeco-oral, through contaminated water and food, and by chronic carriers handling food. It is endemic throughout India, with peaks in the monsoon, and reflects inadequate sanitation and unsafe water.
Pathogenesis
1. Ingested bacilli survive gastric acid (an infective dose of 10⁵–10⁹, lowered by achlorhydria and antacids) and invade the Peyer's patches of the terminal ileum via M cells.
2. They are taken up by macrophages but survive intracellularly, multiplying in mesenteric lymph nodes.
3. Primary bacteraemia seeds the liver, spleen and marrow (the incubation period, 7–14 days).
4. Secondary bacteraemia produces the clinical illness; bacilli re-enter the gut via the gall bladder and bile, causing hyperplasia, necrosis and ulceration of Peyer's patches — the basis of the intestinal complications in the third week.
Clinical Features — the Classic Weekly Progression
| Week | Features |
|---|---|
| Week 1 | "Step-ladder" fever rising progressively each day; headache, malaise, relative bradycardia (Faget's sign), dry cough, constipation more often than diarrhoea in adults, abdominal discomfort |
| Week 2 | Sustained high fever; rose spots — sparse, blanching, 2–4 mm pink macules on the trunk (difficult to see in dark skin); hepatosplenomegaly; abdominal distension; coated tongue with clean red edges; "typhoid state" — apathy, delirium, muttering |
| Week 3 — the dangerous week | COMPLICATIONS: intestinal perforation and haemorrhage; toxaemia; myocarditis; shock |
| Week 4 | Gradual defervescence and recovery, with weakness persisting for weeks |
Complications
- Intestinal perforation (1–3%) — classically in the third week, at the terminal ileum, from necrosis of Peyer's patches. Presents with sudden abdominal pain, guarding, rigidity, loss of liver dullness and free gas under the diaphragm. A surgical emergency with high mortality; in a toxic patient with abdominal pain the signs may be muted, so a high index of suspicion is essential.
- Intestinal haemorrhage — melaena or fresh bleeding from ulcerated Peyer's patches.
- Typhoid encephalopathy — delirium, stupor, coma; the "muttering delirium" of the typhoid state; typhoid meningitis is rare.
- Myocarditis — a leading cause of death; ECG changes, arrhythmia, heart failure.
- Hepatitis and cholecystitis; splenic abscess.
- Osteomyelitis — with a particular association with sickle cell disease.
- Relapse (5–10%) — 1–3 weeks after apparent recovery, usually milder.
- Chronic carrier state (1–4%) — persistent excretion for over a year, usually from the gall bladder (often with gallstones); commoner in women and the elderly. Carriers are the reservoir that sustains transmission.
Investigations
| Test | Timing / yield | Comments |
|---|---|---|
| Blood culture | Week 1 — highest yield (60–80%) | The gold standard. Take a large volume before antibiotics |
| Bone marrow culture | Any week; highest sensitivity (~90%) | Remains positive even after antibiotics; invasive, reserved for difficult cases |
| Stool and urine culture | Weeks 2–3 onwards | Also used to detect carriers |
| Widal test | From the end of week 1; paired samples | Poorly specific — false positives from previous infection, vaccination and other Salmonella; a single titre is of little value and it is over-relied upon in India. A fourfold rise in paired sera is required |
| Typhidot / rapid IgM tests | Early | Convenient but variable performance |
Supporting findings: leucopenia with relative lymphocytosis and eosinopenia (leucocytosis suggests perforation or another diagnosis), anaemia, thrombocytopenia, and mildly raised transaminases. Erect abdominal X-ray or ultrasound/CT for suspected perforation.
Management
- Antibiotics. Choice is dictated entirely by resistance patterns: classical multidrug-resistant strains (resistant to ampicillin, chloramphenicol and co-trimoxazole) are widespread, fluoroquinolone resistance is now very high in India, and extensively drug-resistant (XDR) strains resistant additionally to third-generation cephalosporins have emerged in the subcontinent. Third-generation cephalosporins (ceftriaxone, cefixime) and azithromycin are the current mainstays, guided by local susceptibility data.
- Supportive care: hydration and electrolyte correction, antipyretics, adequate nutrition (a soft, low-residue diet), and monitoring for complications.
- Corticosteroids (dexamethasone) — of proven benefit in severe typhoid with delirium, obtundation, stupor, coma or shock, where they reduce mortality substantially.
- Surgical management of perforation — resuscitation, antibiotics and early laparotomy with closure or resection; delay markedly worsens outcome.
- Chronic carriers: prolonged antibiotic course; cholecystectomy where there are gallstones and eradication fails. Exclude carriers from food handling.
Prevention
- Safe water and sanitation — the definitive answer: chlorination, boiling, protected water supply, safe sewage disposal.
- Food hygiene — hand washing, avoiding raw and street-vended food and untreated water and ice.
- Vaccination — Vi polysaccharide and Vi conjugate vaccines (the conjugate vaccine is effective in young children and gives longer protection) and the oral live Ty21a vaccine; recommended for endemic populations, travellers and outbreak control.
- Identify and treat carriers; notify and investigate outbreaks.
Do not diagnose typhoid on a single Widal test — this is one of the most widespread diagnostic errors in Indian practice, leading to unnecessary antibiotics for what is often dengue, malaria, scrub typhus or a viral fever. Take blood cultures before antibiotics in every suspected case. Conversely, in a patient in the third week with sudden abdominal pain and a rigid abdomen, think perforation immediately, even if the fever appeared to be settling.
Antibiotic choices and durations — resistance patterns in India have shifted substantially and vary regionally; confirm against current local antibiograms and national guidance.
Covid-19
Aetiology:
- SARS-CoV-2, an enveloped RNA betacoronavirus, transmitted by respiratory droplets and aerosols, and by contact with contaminated surfaces. The spike (S) protein binds the ACE2 receptor, with priming by the host protease TMPRSS2
- ACE2 is expressed in respiratory epithelium, vascular endothelium, gut, heart and kidney — explaining the multisystem nature of the disease.
Pathophysiology of severe disease: an initial viral replicative phase is followed in some patients by a dysregulated host inflammatory response ("cytokine storm") with diffuse alveolar damage, and — distinctively — a prothrombotic endothelialitis causing micro- and macrovascular thrombosis.
Clinical features:
- Common: fever, dry cough, fatigue, myalgia, sore throat, headache, breathlessness, and anosmia and ageusia (loss of smell and taste) — relatively specific for COVID-19.
- Gastrointestinal: diarrhoea, nausea, anorexia.
- Severity spectrum: asymptomatic; mild (upper respiratory); moderate (pneumonia without hypoxia); severe (SpO2 < 90–94%, respiratory rate > 30, or > 50% lung involvement); critical (ARDS, shock, multi-organ failure).
- "Silent" or happy hypoxia — profound hypoxaemia with little subjective breathlessness, a distinctive and dangerous feature; pulse oximetry is essential and must not be replaced by clinical impression.
- Deterioration characteristically occurs in the second week, as the inflammatory phase begins.
- Thrombotic complications — pulmonary embolism, stroke, myocardial infarction, limb ischaemia — at a rate well above other respiratory infections.
- Other: myocarditis, acute kidney injury, Guillain–Barré syndrome, and in children multisystem inflammatory syndrome (MIS-C).
- Post-COVID (long COVID) — persistent fatigue, breathlessness, cognitive impairment ("brain fog"), palpitations and mood disturbance lasting months.
- COVID-associated mucormycosis — a devastating complication seen in large numbers in India during the second wave, driven by the combination of diabetes, corticosteroid use and hypoxia; presents with facial pain and swelling, nasal discharge, black eschar, orbital involvement and cerebral extension.
Investigations:
- RT-PCR on a nasopharyngeal swab (the reference standard)
- rapid antigen tests (specific but less sensitive)
- CBC showing lymphopenia with raised CRP, ferritin, D-dimer and LDH (all prognostic)
- chest X-ray and HRCT showing peripheral, bilateral, lower-zone ground-glass opacities
- arterial blood gas
- CT severity score.
Management:
- Mild disease — home isolation, symptomatic treatment, monitoring of oxygen saturation, and warning signs.
- Moderate to severe — oxygen therapy with awake prone positioning, escalating to high-flow nasal oxygen, non-invasive ventilation and lung-protective mechanical ventilation for ARDS.
- Corticosteroids (dexamethasone) — of proven mortality benefit in patients requiring oxygen, and harmful in those who do not (a crucial distinction that was widely ignored, contributing to the mucormycosis epidemic).
- Immunomodulators — tocilizumab and baricitinib in severe inflammatory disease.
- Antivirals — remdesivir and oral agents in selected patients early in the illness.
- Thromboprophylaxis with low-molecular-weight heparin for all hospitalised patients, with therapeutic anticoagulation for confirmed thrombosis.
- Avoid inappropriate antibiotics — bacterial co-infection is uncommon at presentation.
- Prevention: vaccination (the single most effective intervention), masks, ventilation, hand hygiene and isolation of cases.
Pandemic Influenza a (H1N1) — "swine Flu"
Aetiology: the influenza A (H1N1) pdm09 virus, a triple reassortant of swine, avian and human influenza genes, which caused the 2009 pandemic and now circulates as a seasonal strain with periodic outbreaks in India, particularly in winter and the post-monsoon period.
Clinical features:
- abrupt onset of fever, cough, sore throat, rhinorrhoea, severe myalgia and headache
- gastrointestinal symptoms (vomiting and diarrhoea) are more prominent than with seasonal influenza. Complications include primary viral pneumonia with rapid progression to ARDS, secondary bacterial pneumonia (pneumococcus and *Staphylococcus aureus*), myocarditis, encephalitis, myositis with rhabdomyolysis, and exacerbation of chronic disease.
High-risk groups: pregnant women (highest risk of severe disease and death), children under 5, adults over 65, obesity, and those with chronic lung, heart, liver, renal, neurological or metabolic disease, immunosuppression or malignancy.
India's categorisation (used for triage):
- Category A — mild illness, no testing, home care
- Category B — high-risk group or comorbidity, treat with oseltamivir without testing
- Category C — breathlessness, chest pain, drowsiness, hypotension, haemoptysis, cyanosis, or worsening of comorbidity — admit and test.
Investigations:
- RT-PCR on throat or nasopharyngeal swab (the confirmatory test)
- rapid antigen tests have limited sensitivity
- chest X-ray, CBC, and markers of severity.
Management:
- oseltamivir, started as early as possible — ideally within 48 hours of symptom onset, and given on clinical suspicion in high-risk and severe cases without waiting for test results
- oxygen and ventilatory support
- antibiotics for suspected bacterial co-infection
- supportive care.
- Zanamivir is an alternative.
Prevention: annual influenza vaccination — particularly for healthcare workers, pregnant women, the elderly, children and those with comorbidity; respiratory hygiene, hand washing, masks and isolation of cases.
In any patient with an influenza-like illness, do not delay oseltamivir waiting for a confirmatory RT-PCR if they are pregnant, have significant comorbidity, or are unwell — the benefit falls sharply after 48 hours. In the same way, in COVID-19 give corticosteroids only to patients who need oxygen; giving them to a well patient with mild disease increases harm, including the risk of secondary fungal infection.
Antiviral and immunomodulator recommendations for COVID-19 change with variants and evidence; confirm current national guidance before publication.
General Principles
Sexually transmitted infections (STIs) are managed in India through the syndromic approach, which allows treatment at first contact without laboratory confirmation — essential where diagnostics are limited and follow-up uncertain. The core principles are:
1. Treat the patient at the first visit
2. Treat the partner(s) — otherwise reinfection is inevitable
3. Educate and counsel on condom use and risk reduction
4. Screen for other STIs, especially HIV and syphilis — co-infection is the rule, and ulcerative STIs markedly increase HIV transmission
5. Ensure confidentiality and a non-judgemental approach — stigma is the main barrier to presentation
Gonorrhoea
Aetiology: *Neisseria gonorrhoeae*, a Gram-negative intracellular diplococcus, transmitted sexually and perinatally. Incubation is short — 2–7 days.
Clinical features:
| Group | Features |
|---|---|
| Men | Acute urethritis — profuse purulent urethral discharge with dysuria; epididymo-orchitis, prostatitis; urethral stricture as a late complication |
| Women | Often asymptomatic (up to 50%) — the reservoir of transmission; when symptomatic: mucopurulent cervicitis, vaginal discharge, dysuria, intermenstrual bleeding; pelvic inflammatory disease with lower abdominal pain, cervical excitation tenderness |
| Both | Pharyngitis, proctitis (rectal discharge and tenesmus), conjunctivitis |
| Neonate | Ophthalmia neonatorum — purulent conjunctivitis in the first days of life; may cause corneal perforation and blindness if untreated |
Complications:
- pelvic inflammatory disease with tubal scarring → infertility, ectopic pregnancy and chronic pelvic pain
- Fitz-Hugh–Curtis syndrome (perihepatitis with right upper quadrant pain and "violin-string" adhesions)
- disseminated gonococcal infection — the triad of migratory polyarthralgia, tenosynovitis and pustular skin lesions, progressing to septic arthritis
- rarely endocarditis and meningitis.
Investigations:
- Gram stain of urethral discharge — Gram-negative intracellular diplococci within neutrophils (highly sensitive in symptomatic men, poor in women)
- culture on Thayer–Martin medium with antimicrobial susceptibility testing
- NAAT (nucleic acid amplification test) — the most sensitive, usable on urine and self-collected swabs.
- Always test for chlamydia, syphilis and HIV simultaneously.
Management:
- dual therapy with an injectable third-generation cephalosporin (ceftriaxone) plus azithromycin or doxycycline — the second agent covers frequently co-existing chlamydia and helps limit resistance.
- Antimicrobial resistance is a serious and growing problem, with resistance to penicillins, quinolones and increasingly to cephalosporins
- treatment must follow current national guidance.
- Treat all sexual partners from the preceding 60 days, advise abstinence until treatment is complete, and arrange test of cure where indicated.
Human Papillomavirus (HPV)
Aetiology: a double-stranded DNA papillomavirus with over 100 types, transmitted by skin-to-skin and sexual contact. It is the commonest sexually transmitted infection worldwide, and most infections are transient and cleared within 2 years.
| Risk group | Types | Association |
|---|---|---|
| Low-risk | HPV 6 and 11 | Anogenital warts (condyloma acuminata), recurrent respiratory papillomatosis |
| High-risk (oncogenic) | HPV 16 and 18 (with 31, 33, 45 and others) | Cervical carcinoma (responsible for ~70%), and anal, vulval, vaginal, penile and oropharyngeal carcinoma |
Oncogenesis: persistent infection with a high-risk type leads to integration of viral DNA into the host genome, with expression of the E6 and E7 oncoproteins, which inactivate the tumour suppressors p53 and Rb respectively — driving uncontrolled proliferation and progression through cervical intraepithelial neoplasia to invasive carcinoma over years to decades.
Cofactors: smoking, high parity, long-term oral contraceptive use, HIV and other immunosuppression (which markedly accelerates progression), and other STIs.
Clinical features:
- most infections are asymptomatic.
- Anogenital warts — soft, fleshy, cauliflower-like growths on the genitalia, perineum and perianal region. Cervical precancer and cancer are asymptomatic until advanced, when they cause postcoital bleeding, intermenstrual bleeding and discharge — which is precisely why screening exists.
Screening and diagnosis: cervical cytology (Pap smear), HPV DNA testing (now the preferred primary screening method internationally, being more sensitive than cytology), and visual inspection with acetic acid (VIA) — a low-cost method suited to India's programme conditions and used in the national programme. Abnormalities are evaluated by colposcopy with directed biopsy.
Management:
- Genital warts: topical podophyllotoxin or imiquimod; ablative treatment with cryotherapy, electrocautery, laser or surgical excision. Recurrence is common; treatment removes the lesion, not the infection.
- Cervical precancer: cryotherapy, LEEP (large loop excision of the transformation zone) or conisation, according to grade.
- Invasive cancer: surgery, chemoradiotherapy, as staged.
Prevention — the transformative intervention:
- HPV vaccination — bivalent, quadrivalent and nonavalent vaccines, given ideally to girls aged 9–14 years before sexual debut, with catch-up and gender-neutral programmes in some settings. India has an indigenously developed quadrivalent vaccine and HPV vaccination has been introduced into the immunisation programme, which is a major public health advance given that cervical cancer is among the commonest cancers in Indian women.
- Screening — organised programmes with HPV testing or VIA.
- Condom use (partially protective, as transmission is skin-to-skin), and smoking cessation.
Vaccination and screening are complementary, not alternatives. The HPV vaccine does not cover all oncogenic types and does not treat existing infection, so vaccinated women must still be screened. Conversely, screening detects disease after it has begun, while vaccination prevents it — which is why the WHO cervical cancer elimination strategy requires both, plus treatment. This point is frequently examined.
Gonorrhoea treatment regimens change with resistance surveillance, and India's HPV vaccination schedule and programme status are evolving — confirm both against current national guidance.
Principles
Immunisation is not confined to childhood. Adults require vaccination because of waning immunity, missed childhood vaccination, age-related immune decline (immunosenescence), occupational and travel exposure, comorbidity, and pregnancy. Adult vaccination is substantially under-practised in India, and asking about vaccination status is a routine part of the review of any chronic disease.
General principles:
- Live vaccines are contraindicated in pregnancy and in significant immunosuppression (high-dose steroids, chemotherapy, biologics, advanced HIV with low CD4, transplant recipients).
- Inactivated vaccines are safe in immunosuppression but may be less immunogenic — vaccinate before starting immunosuppression where possible.
- Vaccinate at least 2 weeks before planned splenectomy or immunosuppression for best response.
- Minor illness is not a contraindication; defer for significant acute febrile illness.
- Record and provide documentation; check for allergy to vaccine components.
Vaccines Recommended for Adults
| Vaccine | Who | Notes |
|---|---|---|
| Influenza (inactivated) | Annually — elderly, pregnant women, healthcare workers, chronic lung, heart, liver, renal, neurological and metabolic disease, immunosuppressed, obesity | Composition updated each season; the most under-used adult vaccine |
| Pneumococcal (PCV and PPSV23) | ≥ 65 years; younger adults with chronic disease, asplenia, immunosuppression, CSF leak, cochlear implant | Sequential conjugate then polysaccharide schedules |
| Tetanus, diphtheria (Td / Tdap) | Booster every 10 years; Tdap in every pregnancy; wound management | Tetanus remains a real risk in India; pertussis component protects the newborn |
| Hepatitis B | All healthcare workers, dialysis patients, chronic liver disease, multiple sexual partners, people who inject drugs, household contacts of carriers, unvaccinated adults | Check anti-HBs response in healthcare workers |
| Hepatitis A | Chronic liver disease, travellers to endemic areas, men who have sex with men | Most Indian adults are already immune from childhood exposure |
| HPV | Girls and young women (9–26 years), with catch-up; gender-neutral programmes in some settings | Prevents cervical cancer — see the STI answer |
| Varicella | Non-immune adults, healthcare workers, women planning pregnancy (before, not during) | Live — contraindicated in pregnancy and immunosuppression |
| MMR | Non-immune adults, healthcare workers, women of childbearing age | Live — avoid pregnancy for 1 month after |
| Meningococcal | Asplenia, complement deficiency, Haj pilgrims (mandatory), travel to the meningitis belt, outbreaks, laboratory workers | — |
| Typhoid | Endemic residence, travellers, food handlers, laboratory workers | Vi conjugate preferred |
| Rabies (pre-exposure) | Veterinarians, animal handlers, laboratory workers, travellers to endemic areas, and children in highly endemic settings | Simplifies post-exposure management |
| Japanese encephalitis | Residents of and travellers to endemic districts | Part of the UIP in endemic districts |
| Herpes zoster | Adults ≥ 50 years, particularly with comorbidity | Recombinant vaccine is preferred and is safe in immunosuppression |
| COVID-19 | As per national policy, with boosters for at-risk groups | Composition updated for circulating variants |
Vaccination in Special Groups
Pregnancy: Tdap in every pregnancy (to transfer antibody to the newborn and prevent neonatal pertussis), inactivated influenza vaccine, and tetanus toxoid as per national schedule. All live vaccines are contraindicated — MMR, varicella, oral polio, BCG, yellow fever (unless risk is unavoidable).
Asplenia and hyposplenism (including sickle cell disease, coeliac disease and post-splenectomy): pneumococcal, meningococcal and *Haemophilus influenzae* type b vaccines — the "encapsulated organism" triad — plus annual influenza, given at least 2 weeks before elective splenectomy, together with lifelong antibiotic prophylaxis and a patient alert card. Overwhelming post-splenectomy infection is rapidly fatal and largely preventable.
Immunocompromised and HIV: inactivated vaccines are safe and recommended; live vaccines are avoided when CD4 is very low; vaccinate early after diagnosis and after immune reconstitution for better response.
Chronic disease: diabetes, chronic kidney disease, chronic liver disease, chronic lung and heart disease — influenza, pneumococcal and hepatitis B are the priorities.
Healthcare workers: hepatitis B (with post-vaccination titre check), influenza annually, MMR, varicella, Tdap, and typhoid where relevant. This protects both the worker and their patients.
Travellers: according to destination — yellow fever (with certificate requirements), typhoid, hepatitis A and B, meningococcal (mandatory for Haj), Japanese encephalitis, rabies pre-exposure, and routine vaccine updates.
Every clinical encounter with a chronic disease patient is a vaccination opportunity. Diabetics, COPD patients, cirrhotics, dialysis patients and those about to start immunosuppression or undergo splenectomy should have their vaccination status checked as a matter of routine — "vaccinate before you immunosuppress" is the rule that is most often broken, and once biologics or chemotherapy have started, the response to vaccination is substantially poorer.
Indian adult immunisation schedules and dosing intervals differ from Western schedules; confirm against current API/national recommendations before printing.
Definition
Food poisoning is illness resulting from the ingestion of food or water contaminated with pathogenic organisms, their toxins, or chemical substances. It is a leading cause of morbidity in India, particularly in the summer and monsoon, and outbreaks are frequently linked to social gatherings, street food and inadequate refrigeration.
Classification BY Mechanism and Incubation Period
The incubation period is the single most useful clue to the organism — a question examiners like:
| Incubation | Organism | Source | Features |
|---|---|---|---|
| 1–6 hours | *Staphylococcus aureus* (preformed enterotoxin) | Custard, cream, dairy, cooked meat handled by a carrier with a skin lesion | Violent vomiting, abdominal cramps, little or no fever; short-lived |
| 1–6 hours | *Bacillus cereus* — emetic toxin | Reheated rice — the classic association | Vomiting predominates |
| 8–16 hours | *Bacillus cereus* — diarrhoeal toxin; *Clostridium perfringens* | Meat, gravy, stews kept warm | Watery diarrhoea and cramps, minimal vomiting |
| 12–48 hours | *Salmonella* (non-typhoidal) | Poultry, eggs, meat, unpasteurised milk | Fever, diarrhoea (may be bloody), cramps |
| 12–72 hours | *Vibrio parahaemolyticus* | Seafood, shellfish | Watery diarrhoea, cramps |
| 1–3 days | *Vibrio cholerae* | Contaminated water, seafood | Profuse painless "rice-water" stools, rapid dehydration, no fever |
| 2–5 days | *Campylobacter jejuni* | Poultry, unpasteurised milk | Bloody diarrhoea, fever, abdominal pain; Guillain–Barré syndrome as a sequel |
| 1–8 days | *Escherichia coli* O157:H7 (EHEC/STEC) | Undercooked beef, contaminated produce | Bloody diarrhoea without fever; haemolytic uraemic syndrome |
| 12–72 hours | *Clostridium botulinum* | Home-canned and bottled foods, honey (infants) | Descending flaccid paralysis, diplopia, ptosis, bulbar palsy — with a CLEAR sensorium and NO fever |
| Days–weeks | *Listeria monocytogenes* | Soft cheese, deli meats, unpasteurised milk | Febrile gastroenteritis; meningitis in pregnancy, neonates, elderly and immunosuppressed |
| Minutes–hours | Non-infective — mushroom toxins, scombroid (histamine) poisoning from spoiled fish, ciguatera, pesticide contamination, heavy metals | — | Scombroid: flushing, headache, palpitations, urticaria — resembles allergy, responds to antihistamines |
Clinical Assessment
History: the incubation period, nature of symptoms (vomiting-predominant suggests preformed toxin; diarrhoea-predominant suggests enterotoxin or invasion), presence of blood in the stool, fever, the specific food eaten and its handling, whether others who shared the meal are affected (a common-source outbreak), travel, and antibiotic use in the preceding weeks (*Clostridioides difficile*).
Examination: the essential task is to assess dehydration and haemodynamic status — mucous membranes, skin turgor, capillary refill, pulse, blood pressure, postural drop, urine output and level of consciousness. Also assess for abdominal tenderness, and for neurological signs suggesting botulism.
Red flags requiring admission and investigation: severe dehydration or shock, bloody diarrhoea, high fever, severe abdominal pain or peritonism, neurological features, immunosuppression, extremes of age, pregnancy, and symptoms persisting beyond a week.
Investigations
Most cases are mild and self-limiting and need no investigation. Where indicated:
- Stool microscopy, culture and sensitivity; stool for ova and parasites if the illness is prolonged; *C. difficile* toxin where there is preceding antibiotic use.
- Blood cultures where there is fever with systemic illness.
- CBC, urea, electrolytes and creatinine — to assess dehydration and detect acute kidney injury; CBC and blood film with renal function in suspected HUS (anaemia with schistocytes, thrombocytopenia, renal failure).
- Sigmoidoscopy in persistent bloody diarrhoea to exclude inflammatory bowel disease.
- Public health notification and sampling of the implicated food in outbreaks.
Management
1. Rehydration is the treatment — everything else is secondary.
- Oral rehydration solution for mild to moderate dehydration; frequent small volumes; continue feeding, including breastfeeding in infants.
- Intravenous fluids (Ringer's lactate or normal saline) for severe dehydration, shock, persistent vomiting or inability to drink.
- Correct electrolyte disturbance — hypokalaemia is common with profuse diarrhoea.
2. Symptomatic
- Antiemetics (ondansetron) for troublesome vomiting.
- Antimotility agents (loperamide) may be used in mild watery diarrhoea in adults, but must be AVOIDED in bloody diarrhoea, fever, suspected dysentery, EHEC and *C. difficile* — they prolong exposure to toxin and increase the risk of toxic megacolon and HUS.
- Zinc supplementation in children with diarrhoea.
3. Antibiotics — used selectively, not routinely
Most bacterial food poisoning is self-limiting and antibiotics are unnecessary and may prolong carriage. They are indicated for: cholera (shortens illness and reduces transmission), shigellosis and invasive salmonellosis with systemic illness, campylobacter with severe or prolonged disease, enteric fever, traveller's diarrhoea in some circumstances, listeriosis, and severe disease in the immunocompromised, the elderly and infants.
Antibiotics are specifically CONTRAINDICATED in *E. coli* O157:H7, where they increase the risk of haemolytic uraemic syndrome by promoting toxin release.
4. Specific treatments — botulinum antitoxin and ventilatory support for botulism; antihistamines for scombroid; and specific antidotes for chemical poisoning.
5. Public health — notify outbreaks, investigate the source, exclude affected food handlers, and inspect premises.
Prevention
Safe water, hand hygiene, thorough cooking, prompt refrigeration (avoiding the 5–60 °C "danger zone"), avoiding cross-contamination between raw and cooked food, avoiding reheating rice, pasteurisation of milk, and food handler education and screening. In the Indian setting, particular attention is needed to street food, ice, cut fruit and water quality at social gatherings, where large outbreaks originate.
Definition
Febrile neutropenia is an oncological emergency, defined as:
- Fever — a single oral temperature ≥ 38.3 °C, or ≥ 38.0 °C sustained for one hour
- with neutropenia — absolute neutrophil count < 0.5 × 10⁹/L, or < 1.0 × 10⁹/L with a predicted fall below 0.5
Severity of risk relates to the depth and duration of neutropenia — profound (< 0.1 × 10⁹/L) and prolonged (> 7 days) neutropenia carries the highest risk.
It is an emergency because the neutropenic patient cannot mount an inflammatory response: the usual localising signs of infection — pus, consolidation, erythema — are muted or absent, and fever may be the only manifestation of overwhelming sepsis, which can kill within hours.
Causes
- Cytotoxic chemotherapy — by far the commonest, with the nadir typically 7–14 days after a cycle.
- Haematological malignancy with marrow infiltration — leukaemia, lymphoma, myeloma, myelodysplasia.
- Aplastic anaemia; marrow infiltration by solid tumour.
- Radiotherapy to large marrow-bearing areas.
- Drugs — carbimazole, clozapine, sulphonamides, antiepileptics, chloramphenicol.
- Severe sepsis itself; HIV; nutritional deficiency (B12, folate, copper).
Organisms
- Gram-positive organisms now predominate in many centres, reflecting the use of indwelling central venous catheters: coagulase-negative staphylococci, *Staphylococcus aureus*, streptococci, enterococci.
- Gram-negative organisms cause the most rapidly fatal infections: *Escherichia coli*, *Klebsiella*, *Pseudomonas aeruginosa* — and in India, multidrug-resistant and carbapenem-resistant Gram-negative organisms are an increasing and serious problem.
- Fungal infection — *Candida*, and *Aspergillus* with prolonged neutropenia; suspect after 4–7 days of persistent fever despite antibacterials.
- Viral — herpes simplex, varicella zoster, CMV; reactivation of tuberculosis is an important consideration in India.
- No source is identified in up to half of episodes — which does not lessen the urgency.
Clinical Assessment
Look actively for a source, remembering that signs will be subtle:
- Mouth and pharynx — mucositis, ulceration, candidiasis (a very common portal of entry)
- Skin and central venous catheter site — erythema, tenderness, discharge
- Perianal region — examine it, but do NOT perform a digital rectal examination or use rectal thermometers, which risk bacteraemia and abscess formation in a neutropenic patient
- Chest — infiltrates may be absent on X-ray until neutrophils recover
- Abdomen — neutropenic enterocolitis (typhlitis): right iliac fossa pain, fever and diarrhoea, with bowel wall thickening on CT; a life-threatening complication
- Urinary tract — pyuria may be absent
- Skin lesions — ecthyma gangrenosum (a necrotic ulcer with black eschar) is highly suggestive of *Pseudomonas* bacteraemia
Risk Stratification — Mascc Score
The Multinational Association for Supportive Care in Cancer (MASCC) risk index identifies patients who may be safely managed as outpatients with oral antibiotics. It scores:
- Burden of illness (no or mild symptoms scores highest; moderate symptoms score lower)
- No hypotension
- No chronic obstructive pulmonary disease
- Solid tumour, or haematological malignancy with no previous fungal infection
- No dehydration requiring parenteral fluids
- Outpatient status at onset of fever
- Age under 60
A score of 21 or more (of a maximum 26) identifies LOW RISK; a lower score indicates high risk requiring admission and intravenous therapy.
Investigations
Do not delay antibiotics to complete these:
- Blood cultures — from a peripheral vein AND from each lumen of any central venous catheter, before antibiotics.
- CBC with differential, renal and liver function, electrolytes, CRP, lactate, coagulation profile.
- Urinalysis and culture; chest X-ray; cultures from any suspicious site — sputum, stool (including *C. difficile* toxin), wound and catheter exit site swabs.
- CT chest and abdomen for persistent fever, to detect fungal infection and typhlitis; serum galactomannan and beta-D-glucan for invasive fungal disease.
- Echocardiography if endocarditis is suspected.
Management
1. EMPIRICAL BROAD-SPECTRUM INTRAVENOUS ANTIBIOTICS WITHIN ONE HOUR — the single most important determinant of survival. Do not wait for cultures, imaging, or the neutrophil count to be confirmed.
- Anti-pseudomonal beta-lactam monotherapy (piperacillin-tazobactam, cefepime, meropenem) is standard.
- Add a glycopeptide (vancomycin/teicoplanin) for suspected line infection, skin or soft tissue infection, haemodynamic instability, known MRSA colonisation, or severe mucositis — but not routinely.
- Add an aminoglycoside for severe sepsis or known resistant Gram-negative colonisation.
- Escalate or modify according to local antibiograms — this matters greatly in India, where resistance patterns vary widely between institutions.
2. Resuscitation and supportive care
Fluids and vasopressors for septic shock, oxygen, and organ support; analgesia and mouth care for mucositis; nutrition; and strict hand hygiene and protective isolation.
3. Ongoing management
- Reassess daily. If fever persists beyond 4–7 days despite broad-spectrum antibacterials, add empirical antifungal therapy (an echinocandin or liposomal amphotericin B) and investigate for fungal disease.
- De-escalate antibiotics once the organism is identified; continue until the patient is afebrile and the neutrophil count is recovering.
- Remove the central line if there is tunnel infection, persistent bacteraemia despite appropriate therapy, or infection with *S. aureus*, *Candida* or resistant organisms.
4. Prevention
- G-CSF prophylaxis for regimens with a high risk of febrile neutropenia, and for secondary prophylaxis after a previous episode.
- Antibacterial, antifungal and antiviral prophylaxis in selected high-risk patients (prolonged expected neutropenia, allogeneic transplant).
- Patient education — the most valuable low-cost intervention: every patient receiving chemotherapy must be told to check their temperature and attend hospital immediately if it exceeds 38 °C, and must be given a card and a contact number. Delay in presentation is a major cause of death.
Fever in a neutropenic patient is sepsis until proved otherwise — give antibiotics within one hour. Do not wait for the blood count, do not wait for cultures, and do not be reassured by the absence of localising signs, a normal chest X-ray or a normal CRP: the neutropenic patient cannot produce the inflammatory signs you are looking for. Equally, avoid rectal examination and rectal thermometers in these patients.
Aetiology
Both are caused by the varicella-zoster virus (VZV, human herpesvirus 3), a double-stranded DNA herpesvirus:
- Primary infection → varicella (chickenpox)
- The virus then establishes lifelong latency in the dorsal root and cranial nerve ganglia
- Reactivation → herpes zoster (shingles), typically decades later, when cell-mediated immunity wanes
Varicella (chickenpox)
Transmission:
- highly contagious, by respiratory droplets and direct contact with vesicle fluid.
- Infectivity begins 1–2 days before the rash appears and continues until all lesions have crusted — the pre-eruptive infectivity is why school and household outbreaks are so difficult to contain. Incubation is 10–21 days.
Clinical features:
- Prodrome (more marked in adults) — fever, malaise, headache, anorexia for 1–2 days.
- Rash — the characteristic features:
- Centripetal distribution — densest on the trunk and face, sparser on the limbs (the opposite of smallpox, which was centrifugal)
- Rapid evolution: macule → papule → vesicle ("dewdrop on a rose petal") → pustule → crust
- PLEOMORPHISM — lesions of ALL STAGES present simultaneously in the same area — this is the single most useful diagnostic sign
- Intense pruritus
- Mucosal involvement — oral, pharyngeal, conjunctival and genital lesions
- Lesions appear in successive crops over 3–5 days.
- Adults, pregnant women, neonates and the immunocompromised have far more severe disease.
Complications:
- Secondary bacterial infection of skin lesions — the commonest complication (*Staphylococcus aureus*, *Streptococcus pyogenes*), causing cellulitis, abscess and rarely necrotising fasciitis and toxic shock.
- Varicella pneumonia — the commonest serious complication in adults and pregnancy; presents with cough, dyspnoea and hypoxia 3–5 days into the illness, with diffuse nodular infiltrates; carries significant mortality. Smoking is a major risk factor.
- Neurological — acute cerebellar ataxia (particularly in children, usually with full recovery), encephalitis, transverse myelitis, Reye's syndrome (associated with aspirin use — which is therefore contraindicated in children with varicella).
- Haemorrhagic varicella, hepatitis, thrombocytopenia, glomerulonephritis.
- Congenital varicella syndrome — infection in the first 20 weeks of pregnancy causes limb hypoplasia, cicatricial skin scarring, eye and CNS defects.
- Neonatal varicella — maternal infection from 5 days before to 2 days after delivery causes severe neonatal disease with high mortality; requires varicella-zoster immunoglobulin and aciclovir.
Management:
- symptomatic in healthy children — antipyretics (paracetamol, NEVER aspirin), antihistamines and calamine for itch, nail trimming and hygiene to prevent secondary infection.
- Oral aciclovir for adolescents and adults, smokers, pregnancy, chronic skin or lung disease, and those on steroids — most effective when started within 24 hours of the rash.
- Intravenous aciclovir for the immunocompromised, varicella pneumonia, encephalitis and neonatal disease. Antibiotics for secondary bacterial infection.
- Isolate until all lesions have crusted.
Prevention:
- live attenuated varicella vaccine for non-immune children, adolescents, healthcare workers and women planning pregnancy (not during pregnancy)
- varicella-zoster immunoglobulin for susceptible high-risk contacts — neonates, pregnant women and the immunocompromised — given as soon as possible after exposure.
Herpes Zoster (shingles)
Pathogenesis: reactivation of latent VZV in a sensory ganglion, with spread down the sensory nerve to the skin, producing a dermatomal eruption. Risk rises with age (the dominant factor), immunosuppression, HIV, malignancy, corticosteroids, chemotherapy, stress and trauma.
Clinical features:
- Prodromal pain, burning or itching in the dermatome for 2–3 days BEFORE the rash — frequently misdiagnosed at this stage as angina, renal colic, cholecystitis or a disc lesion, depending on the site.
- Unilateral vesicular rash in a DERMATOMAL distribution that does NOT cross the midline — the defining feature. Most often thoracic, then ophthalmic division of the trigeminal nerve.
- Lesions are at the same stage of development within the dermatome (in contrast to the pleomorphism of varicella).
- Pain is often severe, and may be burning, lancinating or allodynic.
- Disseminated zoster (more than 20 lesions outside the primary dermatome) indicates significant immunosuppression and requires investigation, including HIV testing.
Important syndromes:
- Herpes zoster ophthalmicus — involvement of the ophthalmic division. Hutchinson's sign (vesicles on the tip or side of the nose, indicating nasociliary nerve involvement) predicts ocular involvement. Risks keratitis, uveitis, glaucoma and blindness — requires urgent ophthalmological assessment and systemic antivirals.
- Ramsay Hunt syndrome (herpes zoster oticus) — geniculate ganglion involvement causing facial palsy with vesicles in the external auditory canal and on the pinna, with ear pain, and often vertigo, tinnitus and hearing loss. It has a worse prognosis for facial nerve recovery than Bell's palsy and requires antivirals with steroids.
- Postherpetic neuralgia — the commonest and most disabling complication: pain persisting beyond 3 months after the rash. Risk rises sharply with age, severity of the acute pain and rash, and the presence of a prodrome. Managed with gabapentin, pregabalin, amitriptyline, topical lidocaine or capsaicin, and referral to a pain clinic for refractory cases.
Management:
- oral antivirals — aciclovir, valaciclovir or famciclovir — started within 72 hours of rash onset, which reduces the duration of the rash, the severity of acute pain and (less certainly) the risk of postherpetic neuralgia.
- Intravenous aciclovir for disseminated disease, ophthalmic involvement with ocular signs, CNS involvement and the immunocompromised. Add adequate analgesia from the outset (paracetamol, NSAIDs, opioids, and early gabapentinoids for neuropathic pain), keep lesions clean and covered, and treat secondary infection.
Prevention: the recombinant zoster vaccine for adults aged 50 and over, including the immunocompromised, substantially reduces both zoster and postherpetic neuralgia.
A patient with shingles can give chickenpox to a susceptible contact, but cannot give them shingles. Transmission is by direct contact with vesicle fluid (zoster is far less contagious than varicella, which is airborne), so covering the lesions greatly reduces risk. Keep patients with zoster away from non-immune pregnant women, neonates and immunocompromised people, and remember that shingles in a young adult should prompt HIV testing.
Definition
Viral haemorrhagic fevers (VHFs) are a group of severe systemic illnesses caused by RNA viruses from four families, characterised by fever, increased vascular permeability, coagulopathy and multi-organ dysfunction, with a variable tendency to bleeding. They are of major public health importance because several are highly transmissible, have high case fatality, and have epidemic potential.
| Family | Diseases | Vector / reservoir |
|---|---|---|
| Filoviridae | Ebola virus disease, Marburg | Fruit bats; human-to-human by direct contact |
| Arenaviridae | Lassa fever, South American VHFs | Rodents (urine and droppings) |
| Bunyavirales | Crimean-Congo haemorrhagic fever (CCHF), Rift Valley fever, hantavirus | Ticks (CCHF), mosquitoes, rodents |
| Flaviviridae | Dengue, yellow fever, Kyasanur Forest disease (KFD) | Mosquitoes; ticks for KFD |
Indian relevance: dengue is endemic nationwide; Crimean-Congo haemorrhagic fever has caused outbreaks in Gujarat and Rajasthan with nosocomial transmission to healthcare workers; and Kyasanur Forest disease ("monkey fever") is endemic in the Western Ghats, particularly Karnataka, transmitted by ticks with monkeys as amplifying hosts, and is preventable by vaccination in endemic areas. Nipah virus (a paramyxovirus, not strictly a VHF but managed with the same precautions) has caused outbreaks in Kerala with high mortality.
Pathogenesis
Viral replication in dendritic cells and macrophages causes impaired interferon response and immune dysregulation, with massive cytokine release, endothelial injury and increased vascular permeability, platelet dysfunction and consumption, and disseminated intravascular coagulation with hepatic dysfunction reducing clotting factor synthesis. Death results from shock and multi-organ failure, more often than from exsanguination — a point frequently misunderstood.
Clinical Features — a Common Pattern
- Non-specific prodrome: abrupt fever, severe headache, myalgia and profound prostration, sore throat, conjunctival injection, and often a maculopapular rash.
- Gastrointestinal: nausea, vomiting, profuse watery diarrhoea and abdominal pain — in Ebola these dominate and cause massive fluid loss.
- Haemorrhagic phase (in a minority — under half in Ebola): petechiae, purpura, mucosal bleeding from gums and injection sites, haematemesis, melaena, haematuria.
- Organ dysfunction: hepatitis, acute kidney injury, encephalopathy, and shock with multi-organ failure.
- Recovery, when it occurs, is slow, with prolonged weakness; survivors of Ebola may have persistent virus in immune-privileged sites (eye, CNS, testis) with uveitis, and sexual transmission months after recovery.
Ebola Virus Disease — Specifics
- Incubation 2–21 days. The patient is not infectious until symptomatic — a fact central to contact tracing and quarantine policy.
- Transmission is by direct contact with blood, body fluids, or contaminated materials of a symptomatic or deceased patient, and through unsafe burial practices, which have driven several epidemics. It is not airborne.
- Healthcare workers are at very high risk, and nosocomial amplification has been a feature of every major outbreak.
- Case fatality has ranged from about 25% to 90% across outbreaks, dependent on strain and quality of supportive care.
- Vaccines (rVSV-ZEBOV) and monoclonal antibody treatments now exist and have substantially altered outbreak management.
Investigations
- Alert the laboratory before sending any sample — VHF specimens require high-level containment (BSL-3/4) and must be handled by trained staff with strict protocols.
- RT-PCR is the diagnostic test of choice; antigen detection ELISA; IgM/IgG serology later in the illness; viral culture only in reference laboratories.
- Supporting tests: CBC (leucopenia then leucocytosis, thrombocytopenia), coagulation profile with D-dimer (DIC), transaminases (markedly raised, with AST > ALT), renal function and electrolytes, blood glucose, arterial blood gas.
- Exclude the treatable mimics urgently and in parallel — malaria above all, and also typhoid, leptospirosis, meningococcaemia, rickettsial disease, dengue and severe sepsis. A patient with fever returning from an endemic area has malaria until proved otherwise, and missing it while focusing on VHF is a real risk.
Management
1. Isolation and infection control — the immediate priority
- Isolate the patient in a single room with dedicated equipment and restricted, logged staff access.
- Full personal protective equipment — impermeable gown, double gloves, face shield or goggles, N95 respirator, boots — with supervised donning and, critically, doffing, which is when most healthcare worker infections occur.
- Safe handling of sharps and body fluids; disinfection with appropriate agents; safe and dignified burial practices.
- Notify public health authorities immediately and initiate contact tracing with 21-day monitoring of contacts.
2. Supportive care — the mainstay, and the intervention that most improves survival
- Aggressive fluid and electrolyte replacement — in Ebola, losses from vomiting and diarrhoea are enormous, and good fluid management markedly reduces mortality.
- Correct electrolyte disturbance, particularly potassium; monitor glucose.
- Blood and blood product transfusion for bleeding and coagulopathy.
- Organ support — oxygen, renal replacement therapy, vasopressors as needed.
- Treat co-infections empirically — antimalarials and broad-spectrum antibiotics, because co-infection is common and clinical distinction is impossible.
- Antipyretics and analgesia — avoid NSAIDs and aspirin, which worsen bleeding risk.
3. Specific therapy
Monoclonal antibody preparations for Ebola; ribavirin for Lassa fever and CCHF (most effective given early); vaccination for Ebola (including ring vaccination of contacts), yellow fever, and KFD in endemic districts of Karnataka.
The greatest danger in viral haemorrhagic fever is to the healthcare worker and the hospital. Nosocomial transmission has amplified every major outbreak, and in India's CCHF outbreaks the index cases were recognised only after staff had been infected. Take a travel, occupational, tick-exposure and contact history in every patient with an unexplained febrile illness with bleeding, isolate early on suspicion rather than on confirmation, and never handle specimens without alerting the laboratory. Isolation costs little if the suspicion proves wrong; failure to isolate can cost an entire hospital.
Aetiology
Leptospirosis is a zoonosis caused by spirochaetes of the genus *Leptospira* (pathogenic species *L. interrogans*). It is one of the commonest zoonoses worldwide, and in India causes large monsoon-associated outbreaks, particularly in Kerala, Tamil Nadu, Gujarat, Maharashtra, Andaman and Nicobar Islands and Odisha.
Reservoir and transmission:
- Rodents (especially rats) are the principal reservoir, excreting leptospires in urine for life without illness; also dogs, cattle, pigs and buffaloes.
- Humans are infected through contact of abraded skin or mucous membranes with water, soil or mud contaminated by animal urine — hence outbreaks after flooding and heavy rainfall.
- Occupational risk: paddy field workers, sewer and drainage workers, sanitary workers, veterinarians, abattoir workers, miners, fishermen and military personnel.
- Recreational risk: swimming, rafting and wading in floodwater.
Incubation: 2–30 days (usually 7–12).
Pathogenesis
Leptospires penetrate mucosa or broken skin, disseminate haematogenously to all organs, and cause a generalised vasculitis with endothelial damage, which underlies the multi-organ manifestations. Damage to hepatocyte tight junctions causes cholestatic jaundice with only modest hepatocellular necrosis — explaining the characteristic pattern of very high bilirubin with only modestly raised transaminases, which is a valuable diagnostic clue.
Clinical Features — Two Phases
| Phase | Timing | Features |
|---|---|---|
| Leptospiraemic (septicaemic) | Days 1–7 | Abrupt high fever with rigors, severe myalgia — classically of the calf and lumbar muscles, intense headache, conjunctival suffusion (redness without discharge or pain) — highly characteristic, nausea, vomiting, abdominal pain, rash |
| Immune (leptospiruric) | After a brief defervescence, from day 7 | Antibody-mediated: aseptic meningitis, uveitis, rash, and — in severe cases — jaundice, renal failure and haemorrhage. Leptospires appear in the urine |
Most infections (about 90%) are mild and anicteric, and self-limiting.
Severe Leptospirosis — Weil's Disease
The severe icteric form, with a triad of:
1. Jaundice — deep, with a characteristic orange-yellow ("orange cast") hue
2. Acute kidney injury — non-oliguric renal failure with hypokalaemia (a distinctive feature caused by impaired sodium reabsorption and potassium wasting)
3. Bleeding — from thrombocytopenia and vasculitis: epistaxis, gastrointestinal bleeding, and pulmonary haemorrhage
Other severe manifestations:
- Severe pulmonary haemorrhage syndrome — a leading cause of death, with haemoptysis, hypoxia and ARDS; may occur with little or no jaundice, and can progress within hours.
- Myocarditis with arrhythmia and heart failure; aseptic meningitis; rhabdomyolysis; uveitis (often weeks later).
Fever with severe calf myalgia and conjunctival suffusion in a patient exposed to floodwater is leptospirosis until proved otherwise. Two further pointers strongly support it: jaundice with a high bilirubin but only mildly raised transaminases (very different from viral hepatitis, where transaminases are in the thousands), and acute kidney injury with HYPOkalaemia rather than the hyperkalaemia expected in renal failure. This triad of clues distinguishes it from dengue, malaria, hepatitis and scrub typhus, which share the clinical setting.
Investigations
- Microscopic agglutination test (MAT) — the reference standard; requires paired sera with a fourfold rise, so it is retrospective and available only in reference laboratories.
- IgM ELISA — the practical test; positive from the end of the first week; widely used, and repeat testing may be needed if taken very early.
- PCR — detects leptospiral DNA in blood in the first week and in urine from the second week; the most useful early test.
- Dark-field microscopy of blood or urine — insensitive and unreliable; rarely used.
- Culture on Ellinghausen–McCullough–Johnson–Harris (EMJH) medium — slow (weeks) and low yield.
- Supporting: CBC (neutrophilic leucocytosis — a useful contrast with the leucopenia of dengue, thrombocytopenia), markedly raised bilirubin with modest transaminase elevation, raised creatine kinase (from myositis), renal function with hypokalaemia, urinalysis (proteinuria, haematuria, granular casts), coagulation profile, and chest X-ray for pulmonary haemorrhage.
Management
- Start antibiotics early — do NOT wait for serological confirmation, which is usually retrospective. Benefit is greatest when treatment begins within the first 4 days.
- Mild disease: oral doxycycline, or amoxicillin/azithromycin (doxycycline is avoided in pregnancy and young children).
- Severe disease: intravenous penicillin G or ceftriaxone.
- Watch for the Jarisch–Herxheimer reaction — fever, rigors and hypotension shortly after the first antibiotic dose, from release of spirochaetal antigen; supportive management.
- Supportive care determines survival in severe disease: careful fluid and electrolyte management with potassium replacement, renal replacement therapy (which has markedly improved outcomes and should be started early), mechanical ventilation and transfusion for pulmonary haemorrhage, and management of myocarditis. Corticosteroids for pulmonary haemorrhage remain of uncertain benefit.
Prevention
Rodent control, avoiding wading in floodwater, protective footwear and gloves for at-risk occupations, covering skin wounds, safe water supply, and health education before and during the monsoon. Chemoprophylaxis with weekly doxycycline is used for high-risk exposed groups and during outbreaks and floods in endemic districts of India — a measure of demonstrated effectiveness in this setting.
Antibiotic doses and the doxycycline chemoprophylaxis regimen — confirm against current national guidance.
Aetiology and Classification
Rickettsial infections are caused by obligate intracellular Gram-negative bacteria transmitted by arthropod vectors, which invade and multiply in vascular endothelial cells, producing a widespread vasculitis — the pathological basis of every clinical feature.
| Group | Organism | Vector | Disease |
|---|---|---|---|
| Scrub typhus | *Orientia tsutsugamushi* | Larval trombiculid mite ("chigger") | Scrub typhus — by far the most important in India |
| Spotted fever | *Rickettsia rickettsii*, *R. conorii* | Ticks | Rocky Mountain spotted fever, Indian tick typhus |
| Typhus | *R. prowazekii* | Body louse | Epidemic typhus (Brill–Zinsser as recrudescence) |
| *R. typhi* | Rat flea | Murine (endemic) typhus | |
| Related | *Ehrlichia*, *Anaplasma*, *Coxiella burnetii* | Ticks; aerosol for Q fever | Ehrlichiosis, anaplasmosis, Q fever |
Scrub typhus is endemic across India, particularly in the sub-Himalayan belt, the north-east, the Western Ghats and eastern states, with a marked post-monsoon peak. It is now recognised as one of the commonest causes of acute undifferentiated febrile illness in India — and one of the most frequently missed.
Clinical Features
- Incubation 6–21 days; abrupt onset of high fever with rigors, severe headache (often retro-orbital), myalgia and profound malaise.
- ESCHAR — the pathognomonic lesion of scrub typhus: a painless, punched-out ulcer with a black necrotic centre and an erythematous margin, resembling a cigarette burn, at the site of the mite bite. It is present in a variable proportion of Indian patients (often under half) and is found in hidden, moist areas — axilla, groin, inframammary fold, genitalia, neck, waistline — which is why a full undressed examination is essential. It is painless, so the patient will not point to it.
- Generalised lymphadenopathy — regional first, then generalised; a useful supporting sign.
- Maculopapular rash — appearing around day 5, beginning on the trunk and spreading centrifugally; often absent or difficult to see in dark skin.
- Hepatosplenomegaly; conjunctival suffusion; relative bradycardia.
- Complications (typically in the second week, when untreated): ARDS and pneumonitis (the commonest severe manifestation), acute kidney injury, meningoencephalitis, myocarditis, hepatitis and jaundice, septic shock, DIC, and haemophagocytic lymphohistiocytosis.
Investigations
- Weil–Felix test (OX-K agglutination) — cheap and widely available in India, but insensitive and non-specific; a negative result does not exclude the diagnosis and a positive result must be interpreted with caution. Its continued use as the sole test is a source of both missed and over-diagnosis.
- IgM ELISA — the most practical confirmatory test; becomes positive from the end of the first week.
- Immunofluorescence assay (IFA) — the reference standard, with paired sera.
- PCR on blood or eschar tissue — most useful in the first week, before antibodies develop; eschar samples have a high yield.
- Supporting findings: thrombocytopenia, leucocytosis or leucopenia, raised transaminases (very common), hypoalbuminaemia, raised CRP, hyponatraemia, and renal impairment. Chest X-ray for pneumonitis and ARDS.
- Exclude the differentials in parallel — malaria smear and rapid test, dengue NS1 and serology, leptospirosis IgM, blood cultures for enteric fever, and where relevant tuberculosis and HIV.
Management
- Doxycycline is the drug of choice — the clinical response is dramatic, with defervescence typically within 48 hours, and this rapid response is itself supportive of the diagnosis.
- Azithromycin is the preferred alternative in pregnancy and in children, and where doxycycline resistance is suspected.
- Chloramphenicol and rifampicin are further alternatives.
- START TREATMENT ON CLINICAL SUSPICION — do not wait for serology, which is often negative in the first week when treatment matters most. Empirical doxycycline is appropriate for any acute undifferentiated febrile illness in an endemic area once malaria has been excluded.
- Supportive care for complications: oxygen and ventilatory support for ARDS, renal replacement therapy, and management of shock and myocarditis.
Prevention
Avoidance of mite-infested scrub vegetation, insect repellents (DEET) on skin and permethrin on clothing, wearing protective clothing with tucked trousers, prompt bathing and inspection of skin after field exposure, clearing vegetation around dwellings, and rodent control. Doxycycline chemoprophylaxis may be considered for short-term high-risk exposure such as military deployment. There is no vaccine.
Look for the eschar — undress the patient and look in the axillae, groins, under the breasts and around the waistband. It is painless, so the patient never mentions it, and it is the single most useful diagnostic sign available at the bedside without any test. In India, scrub typhus is a leading cause of acute febrile illness with multi-organ dysfunction, and it is completely and rapidly curable with a cheap oral antibiotic — while untreated it has a mortality of up to 30%. Missing it is one of the most consequential and most avoidable diagnostic failures in Indian medicine.
Aetiology
Visceral leishmaniasis (VL, kala-azar or "black fever") is caused in the Indian subcontinent by the protozoan *Leishmania donovani*, transmitted by the bite of the female sandfly *Phlebotomus argentipes*.
In India, transmission is anthroponotic — humans are the only reservoir, which is what makes elimination achievable and is the basis of the national programme. (In the Mediterranean and Latin America the disease is zoonotic, with dogs as reservoirs.)
Endemic areas: Bihar (the great majority of Indian cases), Jharkhand, West Bengal and eastern Uttar Pradesh, concentrated in poor rural communities with mud-and-thatch housing, where the sandfly breeds in cracks in walls and in organic debris.
Life cycle: the sandfly injects promastigotes, which are phagocytosed by macrophages and transform into amastigotes (Leishman–Donovan bodies), multiplying within the reticuloendothelial system — spleen, liver, bone marrow and lymph nodes.
Clinical Features
Incubation is usually 2–6 months (range weeks to years). The illness is insidious, which is why patients present late.
- Fever — prolonged, irregular, often with a double daily rise (a classic though inconsistent description); the patient remains surprisingly well-preserved and alert despite weeks of fever — a distinctive feature.
- MASSIVE SPLENOMEGALY — the hallmark: progressive, firm and non-tender, often crossing the midline and reaching the pelvis. It is among the few causes of a truly massive spleen (with CML, myelofibrosis and chronic malaria).
- Hepatomegaly — present but characteristically less marked than the splenomegaly.
- Progressive weight loss and cachexia with wasting, yet a preserved appetite early on.
- Pancytopenia — anaemia (pallor), leucopenia (recurrent bacterial infections and tuberculosis, which are the usual causes of death), and thrombocytopenia (epistaxis, gum and gastrointestinal bleeding).
- Hyperpigmentation — greyish darkening of the skin of the face, hands, feet and abdomen, which gives the disease its name kala-azar, "black fever".
- Lymphadenopathy (more prominent in African disease), and in advanced cases oedema and ascites from hypoalbuminaemia.
Post-kala-azar dermal leishmaniasis (PKDL) — appears months to years after apparently successful treatment, with hypopigmented macules, papules and nodules, typically starting on the face and spreading. Patients are systemically well. PKDL patients are a crucial human reservoir sustaining transmission between epidemics, and their detection and treatment is central to elimination.
HIV–VL co-infection — an increasing problem: atypical presentation, poorer response, frequent relapse, and higher mortality.
Investigations
| Test | Comment |
|---|---|
| rK39 rapid immunochromatographic test | The field test of choice in India — a finger-prick antibody test with high sensitivity and specificity; simple, rapid and cheap. Antibody persists for years after cure, so it CANNOT be used to diagnose relapse |
| Splenic aspirate | Highest sensitivity (> 95%) for demonstrating amastigotes, but carries a risk of haemorrhage and requires a normal platelet count and coagulation |
| Bone marrow aspirate | Safer and most commonly used — demonstrates Leishman–Donovan bodies within macrophages on Giemsa staining |
| Lymph node aspirate | Lower yield |
| Culture (NNN medium) and PCR | Sensitive; used for species identification, relapse and HIV co-infection |
| Aldehyde (formol-gel) test | Historical; detects hypergammaglobulinaemia; non-specific and now obsolete |
Supporting findings: pancytopenia, markedly raised ESR, hypoalbuminaemia with striking hypergammaglobulinaemia and reversal of the albumin:globulin ratio, and abnormal liver function.
Management
India's national programme provides free diagnosis and treatment. The therapeutic landscape changed decisively when antimony resistance became widespread in Bihar, and current practice centres on:
- Liposomal amphotericin B — the first-line treatment in India, given as a single or short course; highly effective, well tolerated, and the backbone of the elimination programme.
- Miltefosine — the first oral antileishmanial; effective but strictly contraindicated in pregnancy (teratogenic), requiring contraception during and after treatment, and with rising concern about relapse.
- Paromomycin — intramuscular, used alone or in combination.
- Combination regimens — shorter courses that reduce cost, toxicity and the risk of resistance.
- Conventional amphotericin B deoxycholate — effective but nephrotoxic and requiring prolonged admission.
- Pentavalent antimonials (sodium stibogluconate) — no longer used in Bihar and adjoining areas because of high resistance, though still effective elsewhere.
Supportive care: treat anaemia (transfusion), intercurrent bacterial infection and tuberculosis, correct malnutrition, and manage bleeding. Screen for HIV co-infection in all patients.
Follow-up: assess at 6 and 12 months for relapse and PKDL; note that rK39 remains positive after cure, so relapse must be confirmed parasitologically.
Elimination and Prevention
India is committed to kala-azar elimination as a public health problem, defined as an incidence below 1 per 10 000 population at block level. The strategy rests on:
- Early diagnosis and complete treatment (reducing the human reservoir)
- Indoor residual spraying with insecticide to control the sandfly
- Active case detection and treatment of PKDL cases
- Improved housing (plastering of mud walls removes breeding sites), and insecticide-treated bed nets
- Surveillance and vector monitoring for insecticide resistance
Massive splenomegaly with prolonged fever, pancytopenia and weight loss in a patient from Bihar, Jharkhand, West Bengal or eastern UP is kala-azar until proved otherwise. The differential for massive splenomegaly with fever is short — kala-azar, chronic malaria, CML, myelofibrosis and lymphoma — and an rK39 test at the bedside settles it in minutes. Note also that the patient looks remarkably well preserved for the duration of illness, which often leads to the diagnosis being delayed.
Current first-line regimens and doses under India's National Kala-azar Elimination Programme — confirm before printing.
Aetiology
Brucellosis is a zoonosis caused by small, Gram-negative, facultative intracellular coccobacilli of the genus *Brucella*. Species differ in virulence:
- *B. melitensis* — goats and sheep; the most virulent and the commonest cause of human disease in India
- *B. abortus* — cattle and buffalo
- *B. suis* — pigs
- *B. canis* — dogs
Transmission:
- Ingestion of unpasteurised milk and milk products — raw milk, fresh soft cheese, paneer and khoa — the commonest route in India
- Direct contact with infected animals, their placenta, birth products, blood or urine through skin abrasions or conjunctiva — an occupational disease of farmers, shepherds, veterinarians, abattoir workers and dairy workers
- Inhalation of aerosols — a recognised laboratory-acquired infection, so the laboratory must be alerted when brucellosis is suspected
- Rarely person-to-person
Incubation is variable — 1–4 weeks, but may be months.
Pathogenesis
*Brucella* is an intracellular pathogen that survives and multiplies within macrophages, evading humoral immunity. It disseminates through the reticuloendothelial system, forming non-caseating granulomas in liver, spleen, marrow and lymph nodes. This intracellular, granulomatous behaviour explains three clinical facts: the chronic relapsing course, the requirement for prolonged combination therapy with intracellularly active drugs, and the frequent misdiagnosis as tuberculosis.
Clinical Features
Brucellosis is called "the disease of mistakes" because it mimics so many other illnesses.
- Fever — classically UNDULANT: rising in the evening and falling with drenching sweats, in waves lasting days to weeks with afebrile intervals.
- Drenching night sweats with a characteristic mouldy or wet-hay odour (a classical description).
- Profound fatigue, malaise, anorexia and weight loss.
- Arthralgia, myalgia and low back pain — prominent and often the presenting complaint.
- Hepatosplenomegaly and lymphadenopathy.
- Depression and neuropsychiatric symptoms out of proportion to the physical findings — a well-described feature.
Focal (localised) complications — in up to 30%:
| System | Manifestation |
|---|---|
| Osteoarticular (commonest, 20–60%) | Sacroiliitis (most characteristic, especially in young adults), spondylitis of the lumbar spine (mimicking Pott's disease), peripheral arthritis of large joints, osteomyelitis, paravertebral abscess |
| Genitourinary | Epididymo-orchitis (the commonest genitourinary form), orchitis, prostatitis; abortion in animals, and increased fetal loss in humans |
| Neurobrucellosis (< 5%) | Meningitis, encephalitis, myelitis, cranial neuropathy, radiculopathy, depression, psychosis |
| Cardiac | Endocarditis — rare but the leading cause of death in brucellosis; usually aortic valve |
| Other | Hepatic granulomas and abscess, splenic abscess, pneumonitis, uveitis, cutaneous lesions, cytopenias |
Chronic brucellosis — symptoms persisting beyond a year, with fatigue, arthralgia and depression, often without positive cultures; overlaps clinically with chronic fatigue syndrome and is difficult to distinguish from relapse.
Investigations
- Blood culture — the definitive test. *Brucella* grows slowly; the laboratory MUST be informed so that cultures are held for a prolonged period (modern automated systems detect it within a week, but classical methods required 4–6 weeks). Alert the laboratory also because of the aerosol risk to technicians. Bone marrow culture has a higher yield and remains positive after antibiotics.
- Serology:
- Standard tube agglutination test (SAT) — a titre of ≥ 1:160 with compatible illness is significant in non-endemic areas; higher cut-offs are used in endemic regions because of background seropositivity. Paired sera showing a fourfold rise are more reliable.
- Rose Bengal plate test — a rapid, cheap screening test used widely in India.
- ELISA for IgM and IgG — IgM indicates acute infection, persistent IgG suggests chronic or relapsed disease.
- Beware the prozone phenomenon — very high antibody levels can give a false-negative agglutination result unless the serum is diluted.
- PCR — sensitive and rapid, useful in focal disease and for monitoring.
- Supporting: normal or low white cell count with relative lymphocytosis (leucocytosis is unusual and suggests another diagnosis), anaemia, thrombocytopenia, mildly raised transaminases, raised ESR and CRP.
- Imaging for focal disease: MRI spine and sacroiliac joints (the investigation of choice for spondylitis and sacroiliitis), echocardiography if endocarditis is suspected, and MRI brain and CSF examination for neurobrucellosis.
Management
Principles: *Brucella* is intracellular, so treatment requires a combination of at least two drugs with good intracellular penetration, given for a prolonged period. Monotherapy and short courses cause relapse, which is the commonest reason for treatment failure.
- Uncomplicated adult disease: doxycycline combined with rifampicin, or doxycycline with an aminoglycoside (streptomycin or gentamicin) — the latter combination has lower relapse rates. Treatment lasts at least 6 weeks.
- Focal disease — spondylitis, neurobrucellosis, endocarditis: triple therapy for a prolonged period (3 months or more); neurobrucellosis requires drugs that cross the blood-brain barrier (ceftriaxone, co-trimoxazole, rifampicin); endocarditis usually requires valve replacement in addition to prolonged antibiotics.
- Children under 8 and pregnancy: doxycycline is contraindicated — use co-trimoxazole with rifampicin.
- Monitor for relapse clinically and serologically for at least 2 years; relapse usually occurs within 6 months and responds to a repeat course.
Prevention
- Pasteurisation or boiling of milk — the single most effective public health measure
- avoidance of raw milk products
- animal vaccination and test-and-slaughter programmes
- protective clothing, gloves and eye protection for occupational groups handling animals and birth products
- safe disposal of placentas and aborted material
- laboratory biosafety precautions.
Brucellosis is the great mimic of tuberculosis, and the two are confused constantly in India. Both cause prolonged fever, night sweats, weight loss, hepatosplenomegaly, spinal disease and granulomas. Ask about unpasteurised milk and animal contact in every patient with a prolonged undiagnosed fever, especially those from rural and pastoral communities, and take blood cultures with the laboratory alerted. Starting empirical antitubercular therapy without considering brucellosis is a common and reversible error — note that rifampicin and streptomycin are active against both, which can partially treat and further obscure the diagnosis.
Antibiotic combinations, doses and durations for uncomplicated and focal brucellosis, and the SAT titre cut-off appropriate for endemic India — confirm before printing.
Aetiology
Rabies is an acute progressive viral encephalomyelitis caused by the rabies virus, a bullet-shaped RNA lyssavirus of the family Rhabdoviridae. It is the most lethal infectious disease known to man — once symptoms appear, it is virtually 100% fatal — and yet it is completely preventable.
India bears the largest burden of human rabies in the world, with dogs responsible for the great majority of cases; other sources include cats, monkeys, mongooses, foxes, jackals and bats.
Transmission: by the bite, scratch or lick on broken skin or mucous membrane of an infected animal; virus is present in saliva. Rarely by aerosol in caves or laboratories, and by corneal and organ transplantation.
Pathogenesis
1. Virus deposited in the wound replicates locally in muscle.
2. It binds nicotinic acetylcholine receptors at the neuromuscular junction and enters peripheral nerves.
3. Centripetal spread along axons by retrograde transport to the CNS (about 12–100 mm per day) — during this phase the patient is asymptomatic and the disease is still preventable.
4. Replication in the CNS causes encephalitis, with formation of Negri bodies (eosinophilic cytoplasmic inclusions, classically in hippocampal and Purkinje neurones).
5. Centrifugal spread along nerves to salivary glands, skin, cornea and other organs — making saliva infectious.
Incubation period: usually 1–3 months, but ranges from days to years. It is shorter with bites on the face, head and hands (rich nerve supply and proximity to the CNS), with severe or multiple bites, and in children.
Clinical Features
| Stage | Features |
|---|---|
| Prodrome (2–10 days) | Fever, malaise, headache, anxiety, and — highly characteristic — paraesthesiae, pain or itching at the healed bite site |
| Furious rabies (~80%) | HYDROPHOBIA — violent painful spasm of the pharynx and inspiratory muscles at attempts to drink, later triggered by the sight or sound of water; AEROPHOBIA — similar spasms provoked by a draught of air; agitation, hallucinations, hyperactivity alternating with lucid intervals; excessive salivation and sweating; autonomic instability; seizures; progressing to coma and death |
| Paralytic (dumb) rabies (~20%) | Ascending flaccid paralysis resembling Guillain–Barré syndrome, with sphincter involvement; hydrophobia often absent; frequently misdiagnosed, and associated with longer survival |
Death occurs within days of symptom onset, from respiratory or cardiac arrest. There is no effective treatment — the Milwaukee protocol has not shown reproducible benefit, and management of the established disease is palliative, with heavy sedation and analgesia to relieve distress, in a quiet darkened room, with support for the family and protection of staff.
Post-exposure Prophylaxis (pep)
PEP is nearly 100% effective if given correctly and promptly — this is the entire clinical opportunity in rabies.
Step 1 — Categorise the exposure (WHO):
| Category | Type of contact | Action |
|---|---|---|
| I | Touching or feeding animals; licks on INTACT skin | Wash the area. NO vaccine or immunoglobulin required |
| II | Nibbling of uncovered skin; minor scratches or abrasions WITHOUT bleeding | Wound care + VACCINE |
| III | Single or multiple transdermal bites or scratches; licks on BROKEN skin; contamination of mucous membrane with saliva; any bat exposure | Wound care + VACCINE + RABIES IMMUNOGLOBULIN |
Step 2 — Immediate wound management (the most neglected and most important step):
- Wash the wound thoroughly with soap and running water for at least 15 minutes — this alone substantially reduces the risk by mechanically removing and inactivating virus.
- Apply a virucidal agent — povidone-iodine or alcohol.
- Do NOT suture the wound if possible; if suturing is unavoidable for haemostasis or cosmesis, place loose sutures after infiltrating immunoglobulin and delay closure.
- Do NOT apply irritants — chillies, lime, oil, herbal poultices or cauterisation, which are traditional practices in parts of India and cause harm without benefit.
- Give tetanus prophylaxis and antibiotics for the wound as indicated.
Step 3 — Rabies vaccine:
- Modern cell culture vaccines (human diploid cell, purified chick embryo cell, purified vero cell) are used; nerve tissue vaccines are obsolete and must not be used.
- Given by intramuscular (deltoid — never the gluteal region, where absorption is poor) or intradermal regimens; intradermal regimens are dose-sparing and widely used in India, reducing cost substantially.
- Previously vaccinated individuals need only a short booster course and do not require immunoglobulin.
Step 4 — Rabies immunoglobulin (RIG) — for category III exposures:
- Infiltrate AS MUCH of the calculated dose as anatomically possible directly INTO and AROUND the wound — this is the critical technical point, since RIG works by neutralising virus locally before it enters nerves. Any remainder is given intramuscularly at a site distant from the vaccine.
- Human RIG or equine RIG (cheaper and widely used in India; test dose and observation for anaphylaxis); monoclonal antibody preparations are now available.
- Give RIG at the same visit as the first vaccine dose, and never in the same syringe or at the same site as the vaccine.
- If RIG was not given initially, it may still be given up to 7 days after the first vaccine dose; beyond that the vaccine-induced antibody response makes it unnecessary.
Step 5 — Observation of the animal: a healthy domestic dog or cat may be observed for 10 days; if it remains well, PEP may be discontinued. Never delay starting PEP while observing the animal.
Pre-exposure prophylaxis: for veterinarians, animal handlers, laboratory workers, wildlife officers, travellers to endemic areas, and children in highly endemic settings — it simplifies post-exposure management and removes the need for immunoglobulin.
There is no time limit for starting post-exposure prophylaxis. Because the incubation period may be months or years, PEP must be offered to any patient who presents after a possible rabid exposure, however long ago it occurred, provided symptoms have not begun. The three commonest fatal errors in India are: inadequate wound washing, failure to infiltrate immunoglobulin into the wound in category III exposures, and failure to give PEP at all because the bite seemed trivial, the dog appeared healthy, or the patient presented late. Every one of these is preventable.
Vaccine schedules (Essen, Zagreb and intradermal regimens) and immunoglobulin dosing — confirm against the current National Rabies Control Programme and WHO guidance before printing.
Principles of Antitubercular Chemotherapy
Four principles govern all TB treatment:
1. Multiple drugs in combination — to prevent the emergence of resistance; *M. tuberculosis* populations contain naturally resistant mutants, and monotherapy simply selects them.
2. Adequate duration — because of the slow generation time (12–14 hours) and the existence of dormant, semi-dormant and intracellular bacillary populations requiring sterilising drugs.
3. Regular, uninterrupted intake — supported by directly observed treatment and adherence monitoring.
4. Correct dosage by weight band, with a fixed-dose combination to prevent inadvertent monotherapy.
First-line Drugs
| Drug | Action | Key adverse effects |
|---|---|---|
| Isoniazid (H) | Bactericidal; inhibits mycolic acid synthesis | Peripheral neuropathy (prevented by PYRIDOXINE), hepatitis, drug-induced lupus, psychosis |
| Rifampicin (R) | Bactericidal and sterilising; inhibits DNA-dependent RNA polymerase | Orange-red discoloration of urine, tears and sweat (harmless — warn the patient, and warn contact lens wearers); hepatitis; flu-like syndrome; thrombocytopenia; POTENT ENZYME INDUCER — reduces efficacy of oral contraceptives, warfarin, antiretrovirals, steroids, antiepileptics |
| Pyrazinamide (Z) | Sterilising, active in the acidic intracellular environment | Hepatitis (the most hepatotoxic), hyperuricaemia and gout, arthralgia, rash |
| Ethambutol (E) | Bacteriostatic; inhibits arabinosyl transferase | OPTIC NEURITIS — loss of visual acuity and red-green colour discrimination; dose-related; check vision before and during treatment |
| Streptomycin (S) | Bactericidal aminoglycoside | Ototoxicity (vestibular and auditory) and nephrotoxicity; contraindicated in pregnancy |
Standard Treatment
Treatment under India's National Tuberculosis Elimination Programme (NTEP) is given free, using daily fixed-dose combinations with weight-band dosing, and supported by adherence monitoring (including digital tools) rather than the older thrice-weekly intermittent regimens.
- Drug-sensitive TB: an intensive phase with four drugs (HRZE) followed by a continuation phase with three drugs (HRE) — conventionally 2 months and 4 months respectively.
- Extended duration for CNS tuberculosis, skeletal and disseminated disease (typically 9–12 months, with steroids in TB meningitis and pericarditis).
- Pyridoxine is given with isoniazid to all patients to prevent neuropathy, and is essential in diabetics, alcohol users, the malnourished, pregnant women and those with HIV or renal failure.
- Nutritional support — India's programme provides direct benefit transfer for nutrition, recognising that malnutrition both predisposes to and worsens TB.
Monitoring: clinical response and weight, follow-up sputum smear or culture at defined intervals, liver function where there is baseline liver disease or symptoms, visual acuity on ethambutol, and active enquiry about adverse effects at every visit.
Managing Adverse Effects
Drug-induced hepatitis is the most important. Suspect it with anorexia, nausea, vomiting, jaundice or abdominal pain.
- Stop all hepatotoxic drugs (H, R, Z) if transaminases exceed five times normal without symptoms, or three times normal with symptoms, or if bilirubin rises.
- Support the patient; use a non-hepatotoxic holding regimen (such as ethambutol with a fluoroquinolone and an aminoglycoside) if treatment cannot be interrupted.
- Reintroduce drugs sequentially once liver function normalises, monitoring closely.
Other management: pyridoxine for neuropathy; stop ethambutol immediately for any visual symptom and refer to ophthalmology; NSAIDs for arthralgia; and counselling about harmless rifampicin discoloration to prevent unnecessary discontinuation.
Drug-resistant Tuberculosis
| Category | Definition |
|---|---|
| Mono-resistant | Resistance to one first-line drug |
| Rifampicin-resistant (RR-TB) | Resistance to rifampicin, with or without other resistance — treated as MDR-TB |
| Multidrug-resistant (MDR-TB) | Resistance to at least ISONIAZID AND RIFAMPICIN — the two most important drugs |
| Pre-XDR | MDR/RR-TB with additional resistance to any fluoroquinolone |
| Extensively drug-resistant (XDR-TB) | MDR/RR-TB with resistance to a fluoroquinolone and at least one additional Group A drug (bedaquiline or linezolid) |
Causes: inadequate, irregular or incomplete treatment (the dominant cause — "man-made" resistance), monotherapy, poor drug quality, malabsorption, and primary transmission of resistant strains, which now accounts for a substantial proportion of cases in India.
Who to suspect: treatment failure, relapse, treatment after loss to follow-up, contacts of known MDR cases, HIV-positive patients, and those not improving on standard therapy.
Diagnosis — rapid molecular testing is now the standard:
- CBNAAT / Xpert MTB/RIF (and Ultra) — detects *M. tuberculosis* and rifampicin resistance within 2 hours; the recommended initial test for all presumptive TB in India.
- Line probe assay (LPA) — detects resistance to rifampicin, isoniazid and second-line drugs.
- Liquid culture and phenotypic drug susceptibility testing — the reference standard, but slow.
- Universal drug susceptibility testing is now programme policy — every diagnosed patient should have at least rifampicin resistance status determined.
Treatment of MDR-TB: managed under the programme with longer or shorter all-oral regimens built from:
- Group A: bedaquiline, linezolid, levofloxacin or moxifloxacin — the backbone
- Group B: clofazimine, cycloserine
- Group C: ethambutol, delamanid, pyrazinamide, amikacin, ethionamide, para-aminosalicylic acid
Key points: regimens are all-oral wherever possible (injectable agents have largely been abandoned because of ototoxicity), require 6–18 months or longer, and demand close monitoring for QT prolongation (bedaquiline, moxifloxacin, clofazimine), linezolid-induced myelosuppression, peripheral and optic neuropathy, and psychiatric effects of cycloserine. Treatment success is substantially lower than for drug-sensitive disease, and adherence support and counselling are essential because of the duration and toxicity.
Prevention
Early diagnosis and complete treatment of infectious cases (the most effective control measure), contact tracing, TB preventive therapy for household contacts and people living with HIV after excluding active disease, BCG vaccination at birth (which protects against disseminated and meningeal TB in children), airborne infection control in health facilities, addressing malnutrition, diabetes, smoking and indoor air pollution, and active case finding in high-risk groups.
Never add a single drug to a failing tuberculosis regimen. If a patient is not improving, the answer is to establish why — non-adherence, malabsorption, wrong diagnosis, or resistance — and to obtain drug susceptibility testing, not to add one more drug. Adding a single agent to a failing regimen is functional monotherapy and manufactures further resistance. This is the single most important principle in TB management and the mechanism by which MDR and XDR tuberculosis have been created.
Regimen composition, durations and weight-band dosing under the current NTEP guidelines, and the current MDR-TB regimens — these are revised periodically; confirm before publication.
Aetiology
Lymphatic filariasis is caused by tissue-dwelling nematodes transmitted by mosquitoes:
- *Wuchereria bancrofti* — responsible for about 99% of cases in India, transmitted by *Culex quinquefasciatus*, which breeds in polluted stagnant water
- *Brugia malayi* — focal areas of Kerala and the east coast, transmitted by *Mansonia*
- *Brugia timori* — Indonesia
India accounts for a large share of the global burden, with endemic districts across Uttar Pradesh, Bihar, Jharkhand, West Bengal, Odisha, Andhra Pradesh, Telangana, Tamil Nadu, Kerala and Gujarat. It is a leading cause of permanent disability and disfigurement, with profound social and economic consequences.
Life cycle: the mosquito injects infective larvae, which migrate to lymphatic vessels and lymph nodes, where they mature into adult worms over 6–12 months. Adults live 5–10 years, producing microfilariae that circulate in blood with nocturnal periodicity — peaking between 10 pm and 2 am, coinciding with the biting habits of the vector. This periodicity determines when blood samples must be taken.
Pathogenesis
Adult worms in the lymphatics cause lymphatic dilatation, dysfunction and obstruction, through:
- Direct mechanical effects and the host inflammatory response to living and, especially, dying worms
- Recurrent secondary bacterial and fungal infections of compromised skin — which are the main driver of progression to elephantiasis, and the reason hygiene is the mainstay of morbidity management
- *Wolbachia* endosymbiotic bacteria within the worms contribute to inflammation — and are the target of doxycycline therapy
Clinical Features
| Stage | Features |
|---|---|
| Asymptomatic microfilaraemia | The majority; microfilariae in blood with subclinical lymphatic damage already occurring |
| Acute | Acute dermatolymphangioadenitis (ADLA) — recurrent episodes of fever with rigors, and retrograde-spreading painful lymphangitis with tender lymphadenopathy; filarial fever; acute epididymo-orchitis and funiculitis in men |
| Chronic (after years of repeated episodes) | LYMPHOEDEMA progressing to ELEPHANTIASIS — of the leg (commonest), scrotum, arm, breast or vulva, with thickened, verrucous, fissured skin; HYDROCELE — the commonest chronic manifestation of bancroftian filariasis in India; chyluria (milky urine from rupture of lymphatics into the urinary tract, with loss of fat and protein); lymph scrotum |
| Occult / hypersensitivity | Tropical pulmonary eosinophilia (TPE) — see below |
A key clinical point: filarial lymphangitis spreads RETROGRADE (peripherally, away from the node), in contrast to bacterial lymphangitis, which spreads towards the draining node. This distinction is asked in examinations.
Tropical pulmonary eosinophilia is a hypersensitivity response to microfilariae trapped in the lungs: nocturnal paroxysmal cough and wheeze, breathlessness, weight loss, with very high absolute eosinophil count (> 3000/µL), markedly raised IgE and filarial antibody, diffuse reticulonodular shadowing on chest X-ray, and absent microfilariae in blood. It responds dramatically to diethylcarbamazine (DEC), and is frequently misdiagnosed and treated as bronchial asthma or tuberculosis for months.
Investigations
- Night blood smear (thick film, taken between 10 pm and 2 am) — demonstrates sheathed microfilariae; Giemsa stained. The timing is essential and is the commonest reason for a false-negative result.
- DEC provocation test — a daytime dose of DEC provokes microfilariae into the peripheral blood, allowing daytime sampling.
- Circulating filarial antigen (ICT card test) — detects adult worm antigen, is not dependent on periodicity, can be done at any time of day, and is the test of choice for mapping and surveillance.
- Ultrasound with Doppler — visualises adult worms in dilated scrotal lymphatics as the "filarial dance sign"; useful for confirming live adult worms.
- Lymphoscintigraphy — demonstrates lymphatic dysfunction even in asymptomatic infection.
- Supporting: eosinophilia, raised IgE, and chylous urine analysis in chyluria.
Management
1. Antifilarial drugs
- Diethylcarbamazine (DEC) — the mainstay in India; kills microfilariae and has some effect on adult worms. Adverse effects are largely due to dying parasites — fever, headache, myalgia, and local nodular reactions — and are more marked with high microfilarial loads. DEC must be avoided where onchocerciasis or loiasis is co-endemic (not an issue in India, but examinable).
- Albendazole — used in combination; ivermectin in some regimens.
- Doxycycline — targets *Wolbachia* endosymbionts, producing macrofilaricidal (adult-worm-killing) effects and improving lymphoedema; given as a prolonged course.
2. Morbidity management — the most important intervention for those already disabled
Antifilarial drugs do not reverse established lymphoedema. The evidence-based measures are:
- Meticulous skin hygiene — daily washing of the affected limb with soap and water, careful drying, especially between toes and in skin folds
- Prompt treatment of entry lesions — fungal infection, fissures, wounds — with topical antifungals and antiseptics
- Antibiotics for acute attacks, and prophylactic antibiotics for frequent recurrences
- Limb elevation and exercise to promote lymph flow; compression bandaging in suitable cases
- Appropriate footwear; nail care
- Surgery — hydrocelectomy (which transforms quality of life and is provided under the national programme), and rarely lymphovenous anastomosis or debulking for advanced elephantiasis
- Psychosocial support — the stigma of elephantiasis is severe and is itself a major source of suffering
3. Elimination programme
India's National Filaria Elimination Programme rests on:
- Mass drug administration (MDA) — annual single-dose treatment of the entire at-risk population with DEC plus albendazole, or the more effective triple-drug therapy (ivermectin + DEC + albendazole, "IDA"), continued for several years to interrupt transmission
- Vector control — reducing *Culex* breeding by managing polluted water, drainage and sanitation
- Morbidity management and disability prevention for those already affected
- Surveillance with transmission assessment surveys to confirm interruption
Filariasis is diagnosed at night and prevented in the daytime. Remember the nocturnal periodicity — a blood smear taken in the outpatient clinic at 11 am will be negative even in a heavily infected patient, and this single error accounts for a great many missed diagnoses. Use the antigen card test if a daytime sample is all that is possible. Remember also that hydrocele, not elephantiasis, is the commonest chronic manifestation in India, and that it is surgically curable.
MDA regimens and the current status of triple-drug therapy roll-out in India — confirm against the National Filaria Elimination Programme guidelines.
Definition and Aetiology
Neurocysticercosis (NCC) is infection of the central nervous system by the larval stage (cysticercus) of the pork tapeworm *Taenia solium*. It is the commonest parasitic disease of the CNS worldwide and, critically for Indian practice, the leading cause of acquired epilepsy in India and other endemic regions.
The life cycle explains everything about the disease:
- Definitive host — humans, who harbour the adult tapeworm in the intestine after eating undercooked pork containing cysticerci, causing taeniasis (usually asymptomatic) and passing eggs in faeces.
- Intermediate host — pigs, which ingest eggs and develop cysticerci in muscle.
- Humans become accidental intermediate hosts by ingesting EGGS — through faeco-oral transmission from a tapeworm carrier, contaminated food or water, or autoinfection. The embryos penetrate the intestinal wall and disseminate haematogenously to brain, muscle, eye and subcutaneous tissue.
The crucial public health point: cysticercosis is acquired from human faeces containing eggs, NOT from eating pork. Eating undercooked pork gives you the tapeworm; eating food contaminated by a tapeworm carrier's faeces gives you cysticercosis. Vegetarians can therefore develop neurocysticercosis — a fact frequently misunderstood and often examined.
Pathogenesis and Stages
Symptoms arise mainly from the host inflammatory response to degenerating cysts, not from viable cysts, which are often silent. Four stages are recognised on imaging:
1. Vesicular — viable cyst with a clear fluid-filled vesicle and an eccentric scolex; little surrounding inflammation
2. Colloidal vesicular — the cyst begins to degenerate; surrounding oedema and ring enhancement appear — this is the symptomatic stage
3. Granular nodular — retracting, thickened cyst wall with reducing oedema
4. Calcified nodular — the end stage: a small calcified nodule, which may still cause seizures
Clinical Features
Determined by the number, size, location and stage of the cysts and by the intensity of the inflammatory response.
- Seizures — the commonest presentation (70–90%), usually focal with or without secondary generalisation. A young adult in India presenting with a first seizure and a solitary ring-enhancing lesion has neurocysticercosis until proved otherwise.
- Headache and features of raised intracranial pressure — vomiting, papilloedema; particularly with intraventricular cysts causing obstructive hydrocephalus.
- Focal neurological deficits — depending on location.
- Cognitive decline and psychiatric symptoms.
- Racemose neurocysticercosis — grape-like clusters of cysts in the basal cisterns and ventricles, causing arachnoiditis, communicating hydrocephalus, cranial nerve palsies and stroke from vasculitis; carries a much worse prognosis and needs prolonged treatment.
- Cysticercotic encephalitis — a heavy infection with massive inflammatory response and cerebral oedema, mostly in children and young women; anthelmintics are contraindicated in this situation as they worsen the inflammation.
- Extraneural: subcutaneous nodules, muscle involvement (with the "millet-seed" calcifications on plain X-ray of the thigh), and ocular cysticercosis — which may cause visual loss.
Investigations
- Neuroimaging is the mainstay:
- CT is better for calcified lesions, which are often the only finding in chronic disease.
- MRI is superior for cysts in the posterior fossa, brainstem, ventricles and subarachnoid space, and for visualising the scolex, which is the most specific radiological sign.
- A cystic lesion with an eccentric scolex ("hole-with-dot" sign) is essentially diagnostic.
- Serology — EITB (enzyme-linked immunoelectrotransfer blot) is the most specific; ELISA is less reliable. Serology is often negative in solitary lesions and positive in past exposure, so it supports but does not establish the diagnosis.
- Fundoscopy before starting anthelmintic therapy — mandatory, to exclude ocular cysticercosis, because treatment can cause blinding inflammation within the eye.
- Stool examination for *Taenia* eggs or proglottids, and screening of household contacts for tapeworm carriage — a step routinely omitted but essential to prevent reinfection.
- Supporting: CBC (eosinophilia is often absent), and CSF examination in suspected subarachnoid disease (lymphocytic pleocytosis, raised protein, low glucose — mimicking tuberculous meningitis).
Differential diagnosis of a ring-enhancing lesion in India: tuberculoma (the principal alternative — usually larger, irregular, more oedema, often with basal meningeal enhancement), pyogenic abscess, toxoplasmosis (in HIV), primary or metastatic tumour, and fungal granuloma.
Management
1. Symptomatic treatment first — and often it is all that is needed
- Antiepileptic drugs for seizure control — the priority. Most patients with a solitary lesion do well, and drugs can often be withdrawn after the lesion resolves and the patient is seizure-free.
- Corticosteroids to control perilesional oedema and inflammation.
- Management of raised intracranial pressure and hydrocephalus — including ventriculoperitoneal shunting or endoscopic removal of intraventricular cysts.
2. Antiparasitic (cysticidal) therapy — used selectively
- Albendazole (preferred, better CNS penetration) or praziquantel, or both in combination for heavy infection.
- ALWAYS give corticosteroids before and during cysticidal therapy — killing the cysts provokes an intense inflammatory reaction that can cause seizures, cerebral oedema and clinical deterioration.
- Indications: multiple viable (vesicular or colloidal) cysts. Not indicated for calcified-only disease (the parasite is already dead), and contraindicated in cysticercotic encephalitis and untreated ocular cysticercosis.
- For solitary lesions — a common presentation in India — most resolve with antiepileptics and steroids alone, and the benefit of cysticidal therapy is modest, chiefly hastening radiological resolution.
3. Follow-up — repeat imaging at intervals to document resolution, guiding the duration of antiepileptic therapy.
Prevention
Sanitation and safe disposal of human faeces (the key measure — it breaks the cycle at its source), hand washing, washing of vegetables and salads with safe water, thorough cooking of pork, meat inspection, treatment of human tapeworm carriers (mass or targeted), improved pig husbandry preventing access to human faeces, and health education. WHO classifies *T. solium* as a potentially eradicable parasite because the cycle depends entirely on human faecal contamination.
Examine the fundus before giving albendazole or praziquantel. Killing a cysticercus inside the eye causes a violent inflammatory response that can destroy vision permanently. Equally, never give cysticidal therapy without corticosteroid cover — the dying parasite provokes cerebral inflammation that can precipitate status epilepticus or fatal cerebral oedema. In neurocysticercosis, the treatment can be far more dangerous than the parasite.
Aetiology
Chikungunya is caused by the chikungunya virus (CHIKV), a single-stranded RNA alphavirus of the Togaviridae family, transmitted by the daytime-biting *Aedes aegypti* and *Aedes albopictus* mosquitoes — the same vectors as dengue, which is why the two frequently co-circulate and co-infect.
The name derives from a Makonde word meaning "that which bends up", describing the stooped posture of patients crippled by joint pain. India has experienced large epidemics since the major resurgence of 2005–06, and the disease is now endemic with recurrent outbreaks, particularly post-monsoon.
Incubation: 2–7 days (range 1–12).
Pathogenesis
The virus replicates in skin fibroblasts and disseminates to muscle, joints, liver and lymphoid tissue, causing a vigorous innate immune and interferon response. Persistent viral antigen and RNA within joint tissue and macrophages, together with an ongoing inflammatory response, is thought to underlie the prolonged arthritis that characterises this infection and distinguishes it from dengue.
Clinical Features
Acute phase (first 1–2 weeks):
- Abrupt high fever — typically sudden in onset, lasting 3–7 days.
- SEVERE, SYMMETRICAL, INCAPACITATING POLYARTHRALGIA — the hallmark. It affects small joints of the hands, wrists, ankles and feet predominantly, is often bilateral, and is frequently so severe that the patient cannot walk, hold objects or stand upright — hence the "bent-up" posture. Frank arthritis with swelling occurs in a substantial proportion.
- Rash — maculopapular, on the trunk and limbs, sometimes with intense pruritus; hyperpigmentation, particularly of the nose ("chik sign") and centrofacial region, is characteristic and may persist.
- Headache, myalgia, backache, fatigue, conjunctivitis, nausea.
- Haemorrhagic manifestations are uncommon and mild — an important contrast with dengue.
Subacute and chronic phase:
- Persistent or relapsing polyarthralgia and arthritis lasting months to YEARS in up to 30–50% — the most important long-term consequence. It is symmetrical, involves small joints, and may closely mimic rheumatoid arthritis, but is seronegative and non-erosive. Morning stiffness, tenosynovitis and Raynaud's phenomenon may occur.
- Fatigue and depression are common.
Severe and atypical disease (in neonates, the elderly and those with comorbidity): encephalitis, myelitis, Guillain–Barré syndrome, myocarditis, hepatitis, acute kidney injury, and bullous skin lesions in infants. Vertical transmission around the time of delivery can cause severe neonatal disease.
CHIKUNGUNYA versus DENGUE — A KEY DIFFERENTIATION
| Feature | Chikungunya | Dengue |
|---|---|---|
| Joint pain | SEVERE, symmetrical, small joints; often persists for months | Aching myalgia and arthralgia; transient |
| Arthritis (swelling) | Common | Rare |
| Fever | High, abrupt, shorter | High, may be biphasic |
| Retro-orbital pain | Less prominent | Prominent |
| Haemorrhage / plasma leak | Rare and mild | Characteristic — the cause of death |
| Shock | Rare | Dengue shock syndrome |
| Platelets | Normal or mildly reduced | Marked thrombocytopenia |
| Leucocytes | Lymphopenia | Leucopenia |
| Rash | Common, may leave pigmentation | Common; "isles of white in a sea of red" in recovery |
| Mortality | Low | Higher, from plasma leakage |
Both may co-infect the same patient, and when in doubt, manage as dengue, since dengue carries the risk of shock and requires the more careful fluid monitoring.
Investigations
- RT-PCR — the test of choice in the first 5–7 days, when viraemia is present.
- IgM ELISA — positive from about day 5, persisting for months.
- IgG — rising titres in paired sera; indicates past infection.
- Test for dengue simultaneously — NS1 antigen and IgM — because co-infection and clinical overlap are common.
- Supporting: lymphopenia (characteristic), mild thrombocytopenia, raised ESR and CRP, mildly raised transaminases. Rheumatoid factor and anti-CCP are negative, which helps distinguish chronic chikungunya arthritis from rheumatoid arthritis.
Management
There is no specific antiviral treatment; management is symptomatic.
Acute phase:
- Rest, adequate oral fluids and hydration.
- Paracetamol for fever and pain.
- AVOID aspirin and NSAIDs until dengue has been reliably excluded — because if the illness is dengue, they increase bleeding risk. Once dengue is excluded, NSAIDs are the mainstay for the joint pain and are considerably more effective than paracetamol alone.
- Cold compresses and gentle mobilisation for joint pain.
Subacute and chronic arthritis:
- NSAIDs as first-line.
- Short courses of corticosteroids for severe persistent inflammatory arthritis unresponsive to NSAIDs.
- Hydroxychloroquine, sulfasalazine or methotrexate for prolonged, disabling, rheumatoid-like disease, managed with rheumatology input.
- Physiotherapy and graded exercise — important and often neglected; maintains joint range and function.
- Patient education about the expected duration, since the persistence of symptoms causes considerable anxiety and repeated investigation.
Prevention
Identical to dengue, and the two programmes are the same: source reduction of *Aedes* breeding sites (domestic water containers, coolers, tyres, discarded receptacles), weekly "dry day" practices, larvicides, personal protection with repellents and full-sleeved clothing (noting the daytime biting habit, so bed nets alone are insufficient), and community participation. Isolate viraemic patients under bed nets during the first week to prevent onward transmission. There is no widely deployed vaccine.
The joint pain is what separates chikungunya from dengue, and it is what persists. In an epidemic setting, a patient with fever and severe symmetrical small-joint pain with swelling has chikungunya; a patient with fever, retro-orbital pain, marked thrombocytopenia and rising haematocrit has dengue. And when a patient presents months later with a seronegative symmetrical polyarthritis after a febrile illness, take an epidemic and travel history — post-chikungunya arthritis is repeatedly misdiagnosed as new-onset rheumatoid arthritis and treated accordingly.
Aetiology
HIV is an enveloped, single-stranded RNA retrovirus of the lentivirus genus. HIV-1 causes the global pandemic; HIV-2, largely confined to West Africa (with pockets in western India), is less transmissible, progresses more slowly and is intrinsically resistant to NNRTIs — a fact that changes treatment.
Structure and replication: the virus carries three key enzymes — reverse transcriptase, integrase and protease — each of which is a drug target. The envelope glycoprotein gp120 binds the CD4 receptor, with CCR5 or CXCR4 as co-receptors, on CD4+ T-helper lymphocytes, macrophages, monocytes and dendritic cells. Reverse transcriptase converts viral RNA to DNA, which integrates into the host genome as provirus — establishing a latent reservoir that current therapy cannot eradicate, and which is the reason HIV is not curable.
Transmission
| Route | Notes |
|---|---|
| Sexual (commonest worldwide and in India) | Heterosexual transmission predominates in India; risk increased by ulcerative genital disease, other STIs, high viral load, and lack of male circumcision |
| Parenteral | Injecting drug use with shared needles, contaminated blood products (now rare with mandatory screening), needlestick injury (risk ~0.3%), unsterile injections and tattooing |
| Vertical (mother to child) | In utero, intrapartum (the greatest risk) and through breastfeeding; transmission risk falls from 25–40% to under 2% with effective interventions |
| NOT transmitted by | Casual contact, sharing utensils, insect bites, sweat, tears, saliva — worth stating explicitly, since stigma driven by these misconceptions remains a major barrier to testing in India |
Natural History
1. Acute (primary) infection — 2–6 weeks after exposure: a transient seroconversion illness with a very high viral load and steep fall in CD4 count (see the separate answer).
2. Clinical latency — a partially effective immune response controls viraemia to a "set point"; the patient is asymptomatic but the virus replicates continuously, destroying CD4 cells. Lasts a median of 8–10 years untreated.
3. Symptomatic HIV — as CD4 falls below about 350–500/µL: constitutional symptoms, minor opportunistic conditions, oral candidiasis, herpes zoster.
4. AIDS — CD4 below 200/µL or the occurrence of an AIDS-defining illness.
Progression is not uniform: "rapid progressors" reach AIDS within 2–3 years; "long-term non-progressors" and "elite controllers" (with protective HLA types or CCR5-delta32 heterozygosity) maintain counts for many years.
CLINICAL FEATURES BY STAGE (WHO clinical staging)
| Stage | Features |
|---|---|
| Stage 1 | Asymptomatic; persistent generalised lymphadenopathy (PGL) — nodes ≥ 1 cm at two or more extrainguinal sites for over 3 months |
| Stage 2 | Moderate unexplained weight loss (< 10%), recurrent respiratory infections, herpes zoster, angular cheilitis, recurrent oral ulceration, papular pruritic eruption, seborrhoeic dermatitis, fungal nail infection |
| Stage 3 | Unexplained weight loss > 10%, chronic diarrhoea > 1 month, persistent fever > 1 month, oral candidiasis, oral hairy leucoplakia, pulmonary tuberculosis, severe bacterial infections, unexplained anaemia, neutropenia or thrombocytopenia |
| Stage 4 (AIDS-defining) | HIV wasting syndrome, *Pneumocystis jirovecii* pneumonia, cerebral toxoplasmosis, cryptococcal meningitis, extrapulmonary tuberculosis, CMV retinitis, oesophageal candidiasis, Kaposi's sarcoma, lymphoma, progressive multifocal leukoencephalopathy, HIV encephalopathy, disseminated mycoses, recurrent septicaemia, invasive cervical carcinoma |
System-wise manifestations: oral (candidiasis, hairy leucoplakia, periodontitis, Kaposi's sarcoma); respiratory (tuberculosis — the commonest opportunistic infection and leading cause of death in India, PCP, bacterial pneumonia); gastrointestinal (chronic diarrhoea from cryptosporidium, isospora, MAC; oesophageal candidiasis); neurological (see the opportunistic infections answer); dermatological; haematological (anaemia, cytopenias, lymphoma); and renal (HIV-associated nephropathy).
Diagnosis
- Screening: third or fourth generation ELISA. Fourth-generation assays detect p24 antigen as well as antibody, shortening the window period to about 2–3 weeks (compared with 4–12 weeks for antibody-only tests).
- India's national testing strategy uses three rapid tests based on different antigens or principles — a reactive result on the first is confirmed by two further tests before the patient is declared positive.
- Western blot is no longer routinely used in most algorithms.
- HIV RNA (viral load) by PCR — for diagnosis in the window period, in acute HIV infection (antibody negative, RNA positive), in infants under 18 months (where maternal antibody persists and DNA/RNA PCR is required), and for monitoring therapy.
- CD4 count — for staging, assessing prophylaxis needs and monitoring immune recovery.
- Baseline workup after diagnosis: CBC, renal and liver function, fasting glucose and lipids, hepatitis B and C serology, VDRL/RPR, tuberculosis screening (symptom screen, chest X-ray, CBNAAT where indicated), cryptococcal antigen if CD4 is very low, pregnancy test, and HLA-B*5701 where abacavir is planned.
Pre-test and post-test counselling with informed consent and strict confidentiality is mandatory, and testing must be voluntary.
Screen every tuberculosis patient for HIV, and every HIV patient for tuberculosis. In India the two epidemics are inseparable — TB is the commonest opportunistic infection, the commonest AIDS-defining illness, and the leading cause of death in people living with HIV. This bidirectional screening is national programme policy and a reliable examination point.
Principles of Management
- Start antiretroviral therapy in ALL people living with HIV, regardless of CD4 count — the "test and treat" policy, which improves individual outcomes and, by achieving viral suppression, prevents onward transmission (U = U: undetectable equals untransmittable).
- Opportunistic infection prophylaxis — co-trimoxazole based on CD4 count and clinical stage; isoniazid preventive therapy / TB preventive therapy after excluding active disease.
- Screening and management of comorbidity — tuberculosis, hepatitis B and C, sexually transmitted infections, cervical cancer screening, cardiovascular and metabolic risk.
- Prevention of mother-to-child transmission — ART for all pregnant women, safe delivery practices, infant prophylaxis and infant feeding counselling.
- Prevention: condom promotion, treatment of STIs, needle and syringe programmes and opioid substitution for people who inject drugs, blood safety, pre-exposure prophylaxis (PrEP) for high-risk individuals, post-exposure prophylaxis, and voluntary medical male circumcision.
- Psychosocial support, adherence counselling, nutrition, and addressing stigma — in India, stigma and disclosure fears are among the biggest determinants of whether a patient stays in care.
India's national testing algorithm and the current NACO treatment eligibility policy — confirm against the latest NACO guidelines before publication.
Principle
Opportunistic infections (OIs) occur as cell-mediated immunity fails, and the CD4 count predicts which infections become possible — making it the single most useful guide to differential diagnosis in a symptomatic HIV patient. Knowing the CD4 threshold for each infection is the key examination skill.
Opportunistic Infections BY CD4 Count
| CD4 count (cells/µL) | Infections and conditions |
|---|---|
| > 500 | Acute retroviral syndrome, persistent generalised lymphadenopathy; same infections as the general population; tuberculosis can occur at ANY CD4 count |
| 200–500 | Pulmonary tuberculosis, bacterial pneumonia (pneumococcal), herpes zoster, oral candidiasis, oral hairy leucoplakia (EBV), Kaposi's sarcoma, seborrhoeic dermatitis, ITP |
| 100–200 | *Pneumocystis jirovecii* pneumonia (PCP), disseminated and extrapulmonary tuberculosis, chronic cryptosporidiosis and isosporiasis, oesophageal candidiasis, progressive multifocal leukoencephalopathy |
| 50–100 | Cerebral toxoplasmosis, cryptococcal meningitis, oesophageal candidiasis, disseminated histoplasmosis and penicilliosis, primary CNS lymphoma, HIV wasting, HIV encephalopathy |
| < 50 | CMV retinitis and colitis, disseminated Mycobacterium avium complex (MAC), CNS lymphoma, disseminated fungal infection |
Learn three CD4 thresholds and you can answer most questions in this area: 200 for PCP, 100 for toxoplasmosis and cryptococcus, and 50 for CMV and MAC. And remember the exception that matters most in India — tuberculosis occurs at any CD4 count, including in patients with normal counts, so it must never be excluded on the basis of preserved immunity.
Major Opportunistic Infections
1. Tuberculosis — the commonest OI and leading cause of death in India
Presentation is atypical at low CD4 counts: less cavitation, more lower zone and miliary disease, lymphadenopathy and extrapulmonary involvement, and sputum smears more often negative. CBNAAT is the first-line test. ATT is started first, with ART added after 2–8 weeks (earlier for very low CD4, later for TB meningitis because of IRIS risk). Rifampicin interacts with protease inhibitors and dolutegravir, requiring dose adjustment or substitution with rifabutin.
2. *Pneumocystis jirovecii* pneumonia (PCP) — CD4 < 200
- Subacute onset over weeks of exertional dyspnoea, dry cough and fever, with a characteristically normal chest examination despite marked hypoxia
- desaturation on exertion is a valuable bedside sign. Chest X-ray shows bilateral perihilar interstitial ("bat-wing") infiltrates, or may be normal
- HRCT shows ground-glass change.
- Raised LDH supports the diagnosis. Confirm by induced sputum or bronchoalveolar lavage with silver or immunofluorescence staining or PCR. Treat with high-dose co-trimoxazole, adding corticosteroids when there is significant hypoxia — steroids reduce mortality in moderate to severe disease.
3. Cerebral toxoplasmosis — CD4 < 100
- Reactivation of latent *Toxoplasma gondii*.
- Subacute headache, fever, focal neurological deficit, seizures and altered consciousness. CT/MRI shows multiple ring-enhancing lesions with surrounding oedema, favouring the basal ganglia and grey-white junction.
- Toxoplasma serology (IgG) is usually positive — a negative IgG makes the diagnosis unlikely. Treat with pyrimethamine plus sulphadiazine with folinic acid (or high-dose co-trimoxazole)
- clinical and radiological improvement within 10–14 days confirms the diagnosis empirically, and failure to respond should prompt biopsy for lymphoma.
4. Cryptococcal meningitis — CD4 < 100
- Insidious onset over weeks of headache, fever, malaise and vomiting, with meningism frequently ABSENT and few focal signs — the presentation is often deceptively bland.
- Raised intracranial pressure is the major cause of death. Diagnose by CSF India ink stain (encapsulated yeasts), cryptococcal antigen (CrAg) in CSF and serum — highly sensitive and the test of choice, and fungal culture. CSF shows a modest lymphocytic pleocytosis with high opening pressure. Treat with induction (amphotericin B with flucytosine), consolidation (fluconazole) and maintenance, and — critically — repeated therapeutic lumbar punctures to control intracranial pressure.
- ART is deferred by 4–6 weeks because of the high risk of fatal IRIS.
5. Cytomegalovirus — CD4 < 50
CMV retinitis — painless progressive visual loss with floaters; fundoscopy shows "pizza-pie" retinitis with haemorrhage and exudate along vessels. It is sight-threatening and needs urgent ophthalmological assessment. Also causes colitis (diarrhoea, bleeding), oesophagitis and encephalitis. Treat with ganciclovir, valganciclovir or foscarnet.
6. Disseminated Mycobacterium avium complex — CD4 < 50
Fever, night sweats, weight loss, diarrhoea, hepatosplenomegaly, anaemia and raised alkaline phosphatase. Diagnose by blood culture for mycobacteria. Treat with clarithromycin plus ethambutol with or without rifabutin.
7. Chronic diarrhoea — *Cryptosporidium*, *Isospora (Cystoisospora) belli*, *Cyclospora*, microsporidia, MAC, CMV — diagnosed on modified acid-fast staining of stool. Effective ART with immune reconstitution is the definitive treatment for cryptosporidiosis; co-trimoxazole treats isosporiasis.
8. Fungal and other: oesophageal candidiasis (dysphagia and odynophagia — treat with fluconazole), disseminated histoplasmosis and talaromycosis (penicilliosis), and visceral leishmaniasis (kala-azar) with HIV co-infection, which is an important and difficult problem in parts of India.
CNS Complications of AIDS
| Condition | CD4 | Key features | Imaging |
|---|---|---|---|
| Cerebral toxoplasmosis | < 100 | Subacute focal deficit, seizures, fever | Multiple ring-enhancing lesions, basal ganglia |
| Primary CNS lymphoma | < 50 | Slower onset, no fever, EBV DNA in CSF | Single (or few) periventricular lesion, homogeneous or ring enhancement; PET/thallium avid |
| Cryptococcal meningitis | < 100 | Insidious headache, raised ICP, minimal meningism | Usually normal; may show hydrocephalus |
| Progressive multifocal leukoencephalopathy (PML) | < 200 | JC virus; progressive focal deficits, visual field loss, cognitive decline; no fever | Multifocal white matter lesions, NO enhancement, NO mass effect |
| HIV-associated neurocognitive disorder / HIV encephalopathy | < 200 | Subcortical dementia — apathy, poor concentration, slowed movement | Cerebral atrophy and diffuse white matter change |
| Tuberculous meningitis / tuberculoma | Any | Subacute meningitis, cranial nerve palsies | Basal meningeal enhancement, hydrocephalus, ring-enhancing tuberculoma |
| CMV encephalitis / polyradiculitis | < 50 | Delirium, cranial neuropathy, cauda equina syndrome | Periventricular enhancement |
Distinguishing toxoplasmosis from primary CNS lymphoma is a recurring clinical and examination problem: toxoplasmosis typically gives multiple lesions with positive serology and responds to a 2-week empirical trial of anti-toxoplasma therapy; lymphoma gives a solitary periventricular lesion with EBV DNA in CSF, is thallium/PET avid, and does not respond — at which point stereotactic biopsy is indicated.
Prophylaxis
| Infection | Indication | Agent |
|---|---|---|
| PCP and toxoplasmosis | CD4 < 200 (or oral candidiasis, or WHO stage 3/4) | Co-trimoxazole — also protects against isosporiasis and some bacterial infections |
| Tuberculosis | All PLHIV after excluding active TB | TB preventive therapy (isoniazid-based or short-course rifapentine regimens) |
| Cryptococcal disease | CD4 < 100 with positive serum CrAg | Pre-emptive fluconazole |
| MAC | CD4 < 50 (where ART is unavailable or delayed) | Azithromycin |
Prophylaxis can be stopped once ART produces sustained immune reconstitution above the relevant threshold. The single most effective prophylaxis against all opportunistic infections is effective, adherent antiretroviral therapy.
Prophylaxis thresholds, drug regimens and the timing of ART initiation relative to each OI — confirm against current NACO and WHO guidance before printing.
Principles
Antiretroviral therapy (ART) uses a combination of at least three drugs from two or more classes to achieve durable suppression of viral replication. Combination therapy is essential because HIV has a high mutation rate and monotherapy inevitably selects resistance.
Goals of therapy:
1. Maximal and durable suppression of viral load to undetectable levels
2. Restoration and preservation of immune function (rising CD4 count)
3. Reduction of HIV-related morbidity and mortality, and prolongation of life
4. Prevention of transmission — sexual, vertical and parenteral (U = U: undetectable equals untransmittable)
Current policy is "test and treat" — ART for ALL people living with HIV, at any CD4 count, as soon as possible after diagnosis, with same-day initiation where feasible.
Classes of Antiretroviral Drugs
| Class | Mechanism | Examples | Key adverse effects |
|---|---|---|---|
| NRTI (nucleoside/nucleotide reverse transcriptase inhibitors) | Chain termination of the growing DNA strand | Tenofovir (TDF/TAF), lamivudine (3TC), emtricitabine, abacavir, zidovudine | Lactic acidosis and mitochondrial toxicity (class effect); tenofovir — renal tubular dysfunction and reduced bone density; zidovudine — anaemia and myopathy; abacavir — hypersensitivity (HLA-B*5701) |
| NNRTI (non-nucleoside) | Direct non-competitive binding to reverse transcriptase | Efavirenz, nevirapine, rilpivirine, doravirine | Efavirenz — CNS effects (vivid dreams, dizziness, depression); nevirapine — rash including SJS/TEN, and hepatotoxicity; low genetic barrier to resistance; no activity against HIV-2 |
| INSTI (integrase strand transfer inhibitors) | Block integration of viral DNA into host genome | Dolutegravir, bictegravir, raltegravir | Best tolerated class; weight gain, insomnia, headache; high genetic barrier (dolutegravir, bictegravir) |
| PI (protease inhibitors) | Prevent cleavage of viral polyprotein → immature non-infectious virions | Ritonavir-boosted lopinavir, atazanavir, darunavir | Metabolic — dyslipidaemia, insulin resistance, lipodystrophy; gastrointestinal upset; numerous drug interactions via CYP3A4 |
| Entry / fusion inhibitors | Block gp41 fusion or CCR5 co-receptor | Enfuvirtide, maraviroc | Injection site reactions; maraviroc requires tropism testing |
| Post-attachment / capsid inhibitors | Newer agents for multidrug-resistant disease | Ibalizumab, lenacapavir | Specialist use |
First-line Regimen
The current preferred first-line regimen in India and internationally is two NRTIs plus an integrase inhibitor — in practice tenofovir + lamivudine + dolutegravir (the "TLD" fixed-dose combination), provided free through NACO's ART centres.
Why dolutegravir-based therapy displaced efavirenz: greater potency with rapid viral suppression, a high genetic barrier to resistance, better tolerability, fewer drug interactions, and availability as a single fixed-dose tablet once daily, which improves adherence.
Alternatives are used where dolutegravir or tenofovir is unsuitable — for example abacavir or zidovudine in renal impairment, and efavirenz- or protease inhibitor-based regimens in specific circumstances.
Special situations:
- Tuberculosis co-infection: rifampicin induces metabolism of dolutegravir and protease inhibitors — dolutegravir dose frequency is increased, or rifabutin substituted. ATT is started first, with ART added after 2–8 weeks depending on CD4 count, and deferred longer in TB meningitis because of fatal IRIS risk.
- Pregnancy: ART for all pregnant women; dolutegravir-based regimens are now recommended throughout pregnancy.
- Hepatitis B co-infection: use a tenofovir plus lamivudine/emtricitabine backbone, which treats both viruses; never stop these abruptly because of the risk of hepatitis B flare.
- Renal impairment: avoid or dose-adjust tenofovir disoproxil; TAF is less nephrotoxic.
Monitoring
| Parameter | Purpose | Frequency |
|---|---|---|
| HIV viral load | The primary measure of treatment success — target undetectable (< 50 copies/mL) by 6 months | Baseline, 6 months, then 6–12 monthly |
| CD4 count | Immune recovery; guides prophylaxis | Baseline, then periodically until stable and suppressed |
| Adherence assessment | The strongest determinant of outcome | Every visit |
| Renal function, urinalysis | Tenofovir toxicity | Baseline and periodically |
| Liver function | Nevirapine, PI toxicity, viral hepatitis | Baseline and periodically |
| CBC | Zidovudine anaemia | Baseline and periodically |
| Fasting glucose and lipids | PI and INSTI metabolic effects | Baseline and annually |
| Weight and blood pressure | INSTI-associated weight gain, cardiovascular risk | Every visit |
Adherence
Adherence above 95% is required for durable viral suppression — this is the central message to the patient and the commonest reason for failure. Barriers in the Indian context include stigma and non-disclosure, travel to ART centres, migration for work, alcohol use, pill burden, side effects, and treatment fatigue. Strategies: fixed-dose single-tablet regimens, counselling at every visit, treatment supporters, linkage to community groups, and tracking of missed appointments.
Treatment Failure
| Type | Definition |
|---|---|
| Virological failure | Viral load > 1000 copies/mL on two consecutive measurements ≥ 3 months apart, with adherence support in between — the earliest and most sensitive indicator |
| Immunological failure | Failure of CD4 to rise, or fall to baseline or below, on therapy |
| Clinical failure | New or recurrent WHO stage 4 condition after 6 months of therapy |
Approach to suspected failure — in order:
1. Assess adherence first — poor adherence, not resistance, is the commonest cause. A repeat viral load after intensive adherence counselling resolves many cases.
2. Review drug interactions, malabsorption, and dosing errors.
3. Genotypic resistance testing where available, to guide the switch.
4. Switch to a second-line regimen — conventionally two new NRTIs with a ritonavir-boosted protease inhibitor (or dolutegravir if not previously used); third-line regimens use darunavir with newer agents.
Never add a single drug to a failing regimen — this is functional monotherapy and rapidly selects further resistance.
Key Adverse Effects to Counsel About
- Immune reconstitution inflammatory syndrome in the first weeks (see the separate answer).
- Lipodystrophy — peripheral fat loss with central accumulation and buffalo hump (older agents, especially stavudine, now withdrawn).
- Metabolic — dyslipidaemia, insulin resistance, and increased cardiovascular risk; weight gain with integrase inhibitors and TAF, an increasingly recognised problem.
- Renal and bone toxicity with tenofovir disoproxil.
- Hypersensitivity to abacavir — fever, rash, gastrointestinal and respiratory symptoms; never rechallenge, as re-exposure can be fatal; prevented by HLA-B*5701 screening.
- Lactic acidosis and hepatic steatosis — a rare but life-threatening NRTI class effect.
- Drug interactions — with rifampicin, antiepileptics, statins, antacids and calcium/iron (which chelate dolutegravir and must be separated in time), and hormonal contraceptives.
Never interrupt or stop ART casually — during admission, surgery, or when a patient is nil by mouth. Interruption allows viral rebound, immune decline and, with drugs of differing half-lives, selects resistance. If the oral route is unavailable, seek specialist advice for alternative formulations rather than simply omitting doses. Equally, never add one drug to a failing regimen.
First-line and second-line regimens, dolutegravir dosing with rifampicin, and the viral load threshold defining failure — confirm against the current NACO national ART guidelines, which are revised periodically.
Definition
Post-exposure prophylaxis is the short-term administration of antiretroviral drugs after a potential exposure to HIV, to reduce the risk of establishing infection. Its rationale is that HIV requires 24–72 hours to establish systemic infection after mucosal or parenteral exposure, providing a window in which drugs can prevent seroconversion.
Risk of Transmission Per Exposure
| Exposure | Approximate risk |
|---|---|
| Blood transfusion (infected unit) | ~90–95% |
| Needle sharing (injecting drug use) | ~0.67% |
| Percutaneous needlestick injury | ~0.3% |
| Mucous membrane splash | ~0.09% |
| Receptive anal intercourse | ~1.4% |
| Receptive vaginal intercourse | ~0.08% |
| Intact skin contact | Negligible |
Factors increasing risk: deep injury, visibly bloodstained device, hollow-bore needle (which retains more blood than a suture needle), a device previously in the source's artery or vein, high source viral load (untreated or acute infection), and a large volume of blood.
Indications
- Occupational: needlestick or sharps injury, mucous membrane or non-intact skin exposure to blood or high-risk body fluid in healthcare workers, laboratory staff and waste handlers.
- Non-occupational: sexual assault, unprotected intercourse with a person of known or high-risk HIV status, condom failure, sharing of injecting equipment, and needlestick injury in the community.
High-risk fluids: blood, semen, vaginal and cervical secretions, breast milk, CSF, synovial, pleural, pericardial, peritoneal and amniotic fluid, and any fluid visibly contaminated with blood.
Low or no risk: urine, faeces, saliva, sweat, tears, vomit and nasal secretions — unless visibly bloodstained.
Immediate Management of the Exposure
1. First aid — immediately:
- Wash the wound with soap and running water; allow it to bleed freely. Do NOT squeeze, scrub, or apply caustic agents, antiseptics such as bleach, or attempt to suck the wound — these damage tissue and may increase uptake.
- Irrigate mucous membranes and eyes copiously with water or saline (remove contact lenses first, then irrigate).
2. Report immediately to the designated officer or casualty; do not delay to complete paperwork.
3. Assess the exposure — the type of injury, the device, the fluid, and the depth.
4. Test the source where possible, with consent and counselling — a negative source test allows PEP to be stopped.
5. Baseline testing of the exposed person: HIV, hepatitis B surface antigen and antibody status, hepatitis C, and a pregnancy test where relevant.
Pep Regimen and Timing
- Start as soon as possible — ideally within 2 hours, and certainly within 72 hours. Efficacy falls sharply with delay, and PEP is not recommended beyond 72 hours.
- Do not wait for source testing to start the first dose — begin, and stop later if the source proves negative.
- Duration: 28 days of a three-drug regimen, using the same well-tolerated combinations as first-line treatment (a tenofovir/lamivudine backbone with an integrase inhibitor such as dolutegravir).
- Counselling on adherence, side effects (nausea, fatigue, headache — common and a frequent cause of discontinuation), and safe practices during the follow-up period.
Follow-up
- HIV testing at baseline, 6 weeks, 3 months and 6 months (schedules vary; fourth-generation assays allow shorter follow-up).
- Monitor for drug toxicity — CBC, renal and liver function during the course.
- Advise on preventing secondary transmission for at least 3 months — use condoms, avoid donating blood, semen or organs, and avoid breastfeeding where an alternative is safe.
- Hepatitis B prophylaxis — vaccination with or without hepatitis B immunoglobulin depending on the exposed person's immune status; hepatitis C requires no prophylaxis but does require follow-up testing, with early treatment if seroconversion occurs.
- Psychological support — the anxiety following an exposure is considerable and often under-addressed, particularly after sexual assault; provide counselling and, where relevant, emergency contraception, STI prophylaxis and medico-legal support.
Prevention of Exposure — the Real Solution
Universal (standard) precautions applied to every patient regardless of known status: gloves and protective equipment, safe handling and disposal of sharps in puncture-proof containers, NEVER recapping needles, use of safety-engineered devices, hand hygiene, safe waste segregation, and hepatitis B vaccination of all healthcare workers.
The single most important determinant of PEP efficacy is TIME. Start within hours — the first dose can be given from a starter pack before any counselling, testing or paperwork is completed. Two common and costly errors are waiting for the source patient's result before starting, and failing to complete the full 28 days because of nausea. Neither is acceptable; give an antiemetic and support adherence.
The recommended PEP drug regimen and follow-up testing schedule — confirm against current NACO guidance before printing.
Definition
Immune reconstitution inflammatory syndrome is a paradoxical clinical deterioration occurring after starting antiretroviral therapy, caused by the recovering immune system mounting a vigorous inflammatory response against an existing (often subclinical) opportunistic pathogen or antigen — rather than by failure of therapy or by new infection.
The essential paradox to state: the patient gets worse precisely because the treatment is working.
Pathogenesis
Before ART, profound immunosuppression prevents an inflammatory response to opportunistic organisms, so infection may be present but clinically silent or partially treated. With ART:
1. Rapid fall in viral load and recovery of CD4+ T cells, initially memory cells redistributing from lymphoid tissue, later naive cells.
2. Restored capacity to mount a delayed-type hypersensitivity response against residual antigen — living organisms or dead antigenic material.
3. Dysregulated release of pro-inflammatory cytokines produces tissue inflammation at the site of the pathogen, causing clinical deterioration.
Types
| Type | Description |
|---|---|
| Paradoxical IRIS | Worsening of a known, already-diagnosed and treated opportunistic infection after starting ART |
| Unmasking IRIS | New clinical presentation of a previously subclinical, undiagnosed infection, which becomes apparent as immunity recovers |
Risk Factors
- Low baseline CD4 count (< 50–100/µL) — the strongest predictor
- High baseline viral load, and a rapid fall in viral load with a steep rise in CD4 after starting ART
- Short interval between starting treatment for the opportunistic infection and starting ART
- High pathogen burden at the time of ART initiation
- Disseminated infection, particularly tuberculosis and cryptococcosis
- ART-naive at the time of OI diagnosis
Clinical Features
- Timing: typically within the first 2–12 weeks of starting ART, most often in the first 4–8 weeks.
- The picture is that of inflammation at the site of the underlying pathogen, with fever and constitutional symptoms.
- Crucially, it occurs in the context of a falling viral load and rising CD4 count — evidence that the ART is effective.
| Underlying pathogen | IRIS manifestation |
|---|---|
| Tuberculosis (commonest) | Worsening fever, enlarging lymph nodes (which may suppurate and discharge), new or expanding pulmonary infiltrates, pleural effusion, worsening cerebral tuberculoma or meningitis with raised intracranial pressure |
| Cryptococcus | Recurrent or worsening meningitis with raised intracranial pressure, lymphadenitis, cerebral abscess |
| Mycobacterium avium complex | Fever, focal lymphadenitis, abdominal pain |
| CMV | Immune recovery uveitis and vitritis with visual loss, worsening retinitis |
| Hepatitis B / C | Transaminitis and hepatitis flare |
| Herpes zoster, HSV | New or severe outbreaks |
| JC virus (PML) | Paradoxical worsening with contrast enhancement of previously non-enhancing lesions |
| Kaposi's sarcoma | Enlarging and inflamed lesions, lymphoedema |
| Autoimmune | Graves' disease, sarcoidosis, Guillain–Barré syndrome (late) |
Diagnosis
IRIS is a clinical diagnosis of exclusion, requiring:
1. A patient with HIV who has started ART, with evidence of treatment response — falling viral load and/or rising CD4
2. Clinical deterioration with inflammatory features
3. Exclusion of the alternatives, which must be actively pursued:
- Failure of treatment of the opportunistic infection — including drug resistance, which is the critical alternative in tuberculosis
- Poor adherence or malabsorption of OI therapy
- A new, second opportunistic infection
- Drug toxicity or hypersensitivity reaction
- Malignancy
Investigations are directed at excluding these: cultures and sensitivity, drug susceptibility testing (CBNAAT for rifampicin resistance), imaging, and biopsy where needed. There is no confirmatory test for IRIS.
Management
1. CONTINUE ANTIRETROVIRAL THERAPY in almost all cases — this is the central principle. Stopping ART allows the immune system to fail again, risks resistance, and does not treat the underlying problem. ART is interrupted only in life-threatening IRIS unresponsive to all other measures.
2. Continue and optimise treatment of the underlying opportunistic infection; confirm the organism is sensitive and that the patient is absorbing and taking the drugs.
3. Anti-inflammatory therapy:
- NSAIDs for mild disease.
- Corticosteroids for moderate to severe IRIS — particularly effective in tuberculosis-associated IRIS, and used in cryptococcal and CNS disease. Avoid or use with great caution in Kaposi's sarcoma, which they can worsen.
4. Site-specific measures: therapeutic lumbar puncture for raised intracranial pressure in cryptococcal IRIS; drainage of suppurative lymph nodes; ophthalmological management of immune recovery uveitis; airway support for compressive lymphadenopathy.
5. Supportive care and clear explanation to the patient — who will otherwise believe the treatment has failed and may stop it.
Prevention
- Diagnose and treat opportunistic infections BEFORE starting ART, and allow a period of treatment first.
- Optimal timing of ART initiation:
- Most OIs: start ART within 2 weeks, since the benefit of early immune recovery outweighs IRIS risk.
- Tuberculosis: start ATT first, then ART after 2 weeks if CD4 is very low, or up to 8 weeks otherwise.
- Cryptococcal meningitis and TB meningitis: DEFER ART by 4–6 weeks — early initiation in these two conditions increases mortality, because IRIS occurring within the closed cranial cavity is frequently fatal.
- Screen for subclinical infection before starting ART — TB symptom screen and chest X-ray, serum cryptococcal antigen if CD4 is very low, and fundoscopy where CD4 is below 50.
Do not mistake IRIS for treatment failure and stop the antiretrovirals — this is the classic error and it harms the patient twice, by allowing immune collapse and by selecting resistance. Equally, do not assume every deterioration after starting ART is IRIS: in India the most important alternative is drug-resistant tuberculosis, which looks identical clinically. Send specimens for drug susceptibility testing before attributing deterioration to IRIS.
Definition
Acute HIV infection — also called primary HIV infection or the acute retroviral syndrome — is the illness occurring 2–6 weeks after HIV acquisition, during the phase of explosive viral replication before an effective immune response develops. It is symptomatic in an estimated 50–90% of those infected, but is very frequently missed because it resembles a common viral illness.
Pathophysiology
1. The virus crosses the mucosal barrier, replicates in local dendritic cells and CD4 lymphocytes, and reaches regional lymph nodes.
2. Massive viral dissemination occurs, with plasma viral loads often exceeding a million copies/mL — far higher than at any later stage.
3. Profound but transient fall in the CD4 count, with massive depletion of gut-associated lymphoid tissue (GALT) CD4 cells — damage that is never fully repaired and underlies chronic immune activation.
4. The latent reservoir is established within days — which is why even very early treatment does not cure the infection.
5. The emerging CD8 cytotoxic and antibody response then partially controls viraemia, which settles to the individual's "viral set point" — a strong predictor of the subsequent rate of progression.
Clinical Features
The illness resembles infectious mononucleosis and typically lasts 1–3 weeks, resolving spontaneously.
Common features:
- Fever (the commonest, in over 75%) and profound fatigue
- Generalised lymphadenopathy — particularly cervical, axillary and occipital
- Pharyngitis, often with painful mucocutaneous ulceration of the mouth, oesophagus or genitals — a highly suggestive feature
- Maculopapular rash — non-pruritic, on the trunk, face, palms and soles, appearing 2–3 days after fever onset
- Myalgia, arthralgia, headache with retro-orbital pain
- Night sweats, weight loss, anorexia
- Nausea, vomiting, diarrhoea
Less common but important:
- Aseptic meningitis, encephalitis, Guillain–Barré syndrome, Bell's palsy, brachial neuritis — neurological involvement occurs early
- Oral or oesophageal candidiasis and, rarely, PCP — reflecting the transient severe CD4 depletion
- Hepatosplenomegaly, jaundice
Laboratory findings: lymphopenia followed by lymphocytosis with atypical lymphocytes, thrombocytopenia, transaminitis — a picture easily attributed to any viral fever.
Think of acute HIV in any patient with a mononucleosis-like illness, especially with a rash involving the palms and soles, or with mucocutaneous ulceration. The differential includes infectious mononucleosis (EBV), CMV, secondary syphilis, dengue, acute hepatitis, toxoplasmosis and drug reaction — but only HIV requires a specific test that will be negative on routine antibody screening. Ask about risk exposure in the preceding 2–6 weeks; the diagnosis depends almost entirely on considering it.
Diagnosis — the Key Point
Standard antibody tests are typically NEGATIVE during acute infection, because seroconversion has not yet occurred — this is the "window period". Diagnosing acute HIV therefore requires tests that detect the virus itself:
| Test | Result in acute infection | Detectable from |
|---|---|---|
| HIV RNA (viral load) PCR | POSITIVE, often > 100 000 copies/mL | ~10 days after infection |
| p24 antigen (part of fourth-generation assay) | POSITIVE | ~2–3 weeks |
| Fourth-generation antigen/antibody ELISA | May be positive (detects p24) | ~2–3 weeks |
| Third-generation antibody ELISA / rapid tests | NEGATIVE | 3–12 weeks |
| Western blot | Negative or indeterminate | Later |
Approach: if acute HIV is suspected with a negative or indeterminate antibody test, request a fourth-generation assay and an HIV RNA test, and repeat antibody testing at 4–6 weeks and 3 months to document seroconversion. A very high viral load with a negative or evolving antibody result confirms the diagnosis.
Exclude the differentials in parallel: EBV and CMV serology, VDRL/RPR and specific treponemal test, dengue NS1 and serology, hepatitis serology, malaria smear, and a drug history.
Management
- Start antiretroviral therapy immediately — treatment during acute infection is strongly recommended. It limits the size of the viral reservoir, preserves gut-associated lymphoid tissue and immune function, lowers the viral set point, reduces the severity and duration of the illness, and prevents onward transmission at a time when infectiousness is at its highest.
- Supportive care for the acute illness — antipyretics, fluids, analgesia.
- Counselling — this is a difficult moment for the patient, who has usually just learned their diagnosis during an acute illness; provide psychological support, confidentiality, and clear explanation that HIV is now a chronic treatable condition with normal life expectancy on treatment.
- Partner notification and testing, with support; offer PrEP or PEP to partners as appropriate.
- Advise strict prevention of transmission during this period — infectiousness is extremely high because of the enormous viral load, and a substantial proportion of onward transmissions occur from people in the acute phase who do not yet know they are infected.
- Baseline workup and screening for co-infections as for established HIV.
A negative HIV antibody test does NOT exclude HIV in a patient with a compatible acute illness and a recent exposure. This is the single most important teaching point of this topic. If acute infection is suspected, ask specifically for a fourth-generation assay and an HIV RNA test, and repeat antibody testing later. Missing acute HIV means missing the period of greatest infectiousness, and losing the opportunity for the earliest and most beneficial treatment.
Definition
Anaemia is a reduction in haemoglobin concentration below the normal range for age, sex and physiological state, resulting in reduced oxygen-carrying capacity. WHO thresholds: below 13 g/dL in adult men, 12 g/dL in non-pregnant women, and 11 g/dL in pregnancy. India carries one of the highest anaemia burdens in the world, with iron deficiency and nutritional causes predominating, compounded by hookworm infestation, malaria and haemoglobinopathies.
Classification
A. Morphological — by mean corpuscular volume (MCV). The most useful practical starting point.
| Type | MCV | Causes |
|---|---|---|
| Microcytic hypochromic | < 80 fL | Iron deficiency (commonest); thalassaemia; anaemia of chronic disease (some); sideroblastic anaemia; lead poisoning |
| Normocytic normochromic | 80–100 fL | Acute blood loss; anaemia of chronic disease; chronic kidney disease; haemolysis; aplastic anaemia; marrow infiltration; mixed deficiency; endocrine disease |
| Macrocytic | > 100 fL | Megaloblastic — B12 and folate deficiency; non-megaloblastic — alcohol, liver disease, hypothyroidism, myelodysplasia, reticulocytosis, drugs (hydroxyurea, methotrexate, zidovudine) |
B. Pathophysiological — by mechanism. This is the classification that directs management:
1. Decreased production — nutrient deficiency (iron, B12, folate), marrow failure (aplastic anaemia), marrow infiltration (leukaemia, myeloma, metastases, myelofibrosis), chronic disease, chronic kidney disease (erythropoietin deficiency), endocrine failure.
2. Increased destruction (haemolysis) — intrinsic (membrane, enzyme, haemoglobin defects) or extrinsic (immune, microangiopathic, infection, hypersplenism).
3. Blood loss — acute (trauma, gastrointestinal, obstetric) or chronic (menorrhagia, gastrointestinal, hookworm).
Clinical Approach
History:
- Symptoms of anaemia: fatigue, exertional dyspnoea, palpitations, dizziness, headache, poor concentration; angina and heart failure in the elderly.
- Clues to cause: dietary history (vegetarian diet — B12 deficiency; poor iron intake), menstrual and obstetric history (menorrhagia is the commonest cause in Indian women of reproductive age), gastrointestinal symptoms — dyspepsia, altered bowel habit, melaena, weight loss; worm infestation; drug history (NSAIDs, aspirin, anticoagulants, antitubercular drugs, methotrexate); alcohol; family history and consanguinity (haemoglobinopathy); previous surgery (gastrectomy, ileal resection); chronic disease — renal, hepatic, rheumatological, malignancy; and jaundice or dark urine suggesting haemolysis.
Examination:
- Pallor (conjunctiva, tongue, palm, nail bed) — insensitive below moderate anaemia.
- Iron deficiency: koilonychia, angular stomatitis, glossitis, brittle hair, pica.
- B12 deficiency: lemon-yellow tinge (pallor with mild jaundice), glossitis, peripheral neuropathy and posterior column signs.
- Haemolysis: jaundice, splenomegaly, leg ulcers, gallstones, frontal bossing in thalassaemia.
- Marrow failure or infiltration: purpura, bleeding, infection, bone tenderness, lymphadenopathy, hepatosplenomegaly.
- Chronic disease: clubbing, lymph nodes, masses, features of renal or hepatic failure.
- Cardiovascular: tachycardia, flow murmur, features of heart failure in severe anaemia.
- Per rectal examination is mandatory in unexplained iron deficiency.
Iron deficiency anaemia in an adult man or a postmenopausal woman is gastrointestinal malignancy until proved otherwise. Menstrual loss cannot be invoked, and these patients require upper GI endoscopy and colonoscopy, not simply iron replacement. Prescribing iron and discharging such a patient without investigation is one of the commonest and most consequential errors in general medicine.
Investigations — a Stepwise Scheme
Step 1 — the basics that classify the anaemia:
- Complete blood count with red cell indices — MCV, MCH, MCHC, RDW (raised early in iron deficiency, normal in thalassaemia trait), and the white cell and platelet counts. Pancytopenia points to marrow failure, infiltration or hypersplenism.
- Peripheral smear — the single most informative and cheapest test. Look for hypochromia and microcytosis, target cells (thalassaemia, liver disease), macro-ovalocytes with hypersegmented neutrophils (megaloblastic), schistocytes (microangiopathy), spherocytes (hereditary spherocytosis, autoimmune haemolysis), sickle cells, basophilic stippling (lead, thalassaemia), blasts, rouleaux (myeloma), and parasites.
- Reticulocyte count — the pivotal test of marrow response:
- Low or normal → failure of production (deficiency, marrow disease, chronic disease)
- Raised → haemolysis or recent blood loss
Step 2 — directed by the MCV and reticulocyte count:
| Pattern | Next tests |
|---|---|
| Microcytic | Serum ferritin (the single best test for iron deficiency), serum iron, TIBC, transferrin saturation; HPLC/haemoglobin electrophoresis if iron studies are normal |
| Macrocytic | Serum vitamin B12 and folate, thyroid function, liver function, alcohol history; bone marrow if unexplained |
| Normocytic with low reticulocytes | Renal function, ESR/CRP, thyroid function, marrow examination if unexplained |
| Raised reticulocytes | Haemolytic screen: LDH, indirect bilirubin, haptoglobin (low), Coombs test, urine haemosiderin, G6PD assay, haemoglobin electrophoresis |
Step 3 — special tests where indicated: bone marrow aspiration and biopsy (unexplained cytopenias, suspected leukaemia, myeloma, aplasia, infiltration, or to assess iron stores directly), upper and lower gastrointestinal endoscopy, stool for occult blood and ova, coeliac serology, HIV, and imaging for malignancy.
Ferritin is an acute phase reactant, so a "normal" ferritin does not exclude iron deficiency in the presence of infection, inflammation or malignancy. In that situation use the transferrin saturation, soluble transferrin receptor, or marrow iron stores. Conversely, a low ferritin is always diagnostic of iron deficiency — it is never falsely low.
Principles of Management
1. Find and treat the cause — never treat anaemia as a diagnosis in itself.
2. Correct the deficiency — oral iron with dietary advice, parenteral iron for intolerance or malabsorption, B12 and folate replacement.
3. Transfuse only for haemodynamic compromise, symptomatic severe anaemia, or active bleeding — not to normalise a number. Transfusion carries real risks and does not address the cause.
4. Erythropoietin for anaemia of chronic kidney disease, with adequate iron stores.
5. Public health measures in the Indian context: iron and folic acid supplementation programmes, deworming, food fortification, malaria control, and premarital and antenatal screening for haemoglobinopathies.
Introduction
Iron deficiency is the commonest nutritional deficiency and the commonest cause of anaemia worldwide, and is of enormous public health significance in India, where the National Family Health Survey has repeatedly shown very high prevalence among women and children.
Iron Physiology
Total body iron is 3–4 g, of which two-thirds is in haemoglobin. Daily requirement is about 1 mg in adult men and 2 mg in menstruating women, rising sharply in pregnancy. Absorption occurs in the duodenum and upper jejunum, is enhanced by ascorbic acid, gastric acid and haem iron (from meat), and inhibited by phytates (cereals), tannins (tea and coffee), calcium, antacids and proton pump inhibitors. Hepcidin, raised in inflammation, blocks iron release from enterocytes and macrophages — the mechanism underlying anaemia of chronic disease.
Causes
| Mechanism | Causes |
|---|---|
| Blood loss (commonest in adults) | Menorrhagia (commonest in Indian women of reproductive age); gastrointestinal — peptic ulcer, NSAID and aspirin use, carcinoma stomach and colon, oesophagitis, varices, angiodysplasia, haemorrhoids, inflammatory bowel disease; hookworm infestation (a major cause in rural India); haematuria; recurrent epistaxis; repeated blood donation; haemodialysis |
| Increased demand | Pregnancy and lactation, infancy, adolescence and growth spurts |
| Inadequate intake | Poor diet — vegetarian and cereal-based diets, poverty, exclusive prolonged breastfeeding without supplementation |
| Malabsorption | Coeliac disease, post-gastrectomy, Helicobacter pylori infection, atrophic gastritis, bariatric surgery, tropical sprue |
Clinical Features
- General anaemia symptoms: fatigue, exertional dyspnoea, palpitations, headache, dizziness, poor concentration and reduced work capacity; angina or heart failure in the elderly.
- Signs specific to iron deficiency:
- Koilonychia — spoon-shaped, brittle nails
- Angular stomatitis and atrophic glossitis with a smooth, sore tongue
- Dysphagia from a post-cricoid web — the Plummer–Vinson (Paterson–Brown–Kelly) syndrome of iron deficiency, dysphagia and oesophageal web, which carries a risk of post-cricoid carcinoma
- Pica — craving for non-food substances, classically pagophagia (ice), mud or clay; particularly common in children in India
- Dry skin, brittle hair with diffuse hair loss, blue sclerae
- Restless legs syndrome — a frequently overlooked association
- Impaired cognitive development in children and reduced work productivity in adults — the reason this is a public health priority, not merely a haematological problem.
Investigations
| Test | Iron deficiency | Anaemia of chronic disease | Thalassaemia trait |
|---|---|---|---|
| Haemoglobin, MCV, MCH | Low, low, low | Normal or mildly low | Low MCV disproportionate to a mild anaemia |
| RDW | Raised (anisocytosis) | Normal | Normal |
| Serum ferritin | LOW — diagnostic | Normal or HIGH (acute phase) | Normal or high |
| Serum iron | Low | Low | Normal |
| TIBC / transferrin | HIGH | LOW | Normal |
| Transferrin saturation | Low (< 15%) | Low | Normal |
| Marrow iron stores | Absent | Present (increased) | Present |
| Red cell count | Low | Low | Normal or HIGH — the useful discriminator |
| HPLC / electrophoresis | Normal | Normal | Raised HbA2 (beta trait) |
- Peripheral smear: microcytic hypochromic red cells with anisocytosis and poikilocytosis, pencil cells and target cells; thrombocytosis is common.
- Mentzer index (MCV ÷ RBC count): > 13 suggests iron deficiency; < 13 suggests thalassaemia trait — a useful bedside screening tool where HPLC is not readily available.
- Investigate the CAUSE — the essential second half of the workup: stool for occult blood and ova/parasites, upper GI endoscopy and colonoscopy in men and postmenopausal women (and in younger patients with symptoms or no obvious source), coeliac serology, urinalysis, and gynaecological assessment for menorrhagia.
Management
1. Treat the underlying cause — this is what prevents recurrence: manage menorrhagia, treat peptic ulcer and *H. pylori*, resect malignancy, deworm with albendazole, treat coeliac disease, and review NSAID use.
2. Oral iron — first-line
- Ferrous salts (sulphate, fumarate, gluconate) are cheap and effective.
- Take on an empty stomach with vitamin C (or citrus juice) to maximise absorption; avoid tea, coffee, milk, calcium and antacids within 2 hours — an issue of real practical importance in India, where tea is taken with meals.
- Alternate-day dosing is increasingly favoured over multiple daily doses: it produces better fractional absorption (by avoiding hepcidin induction) and fewer side effects, with equivalent haemoglobin response.
- Adverse effects — nausea, epigastric discomfort, constipation, metallic taste and black stools (harmless, but must be explained or it will be mistaken for melaena). Side effects are the main cause of non-adherence.
- Expected response — reticulocytosis peaks at 5–10 days, haemoglobin rises by about 2 g/dL every 3 weeks, and treatment is continued for a further 3 months after the haemoglobin normalises to replenish stores. Failure of the haemoglobin to rise should prompt review of adherence, absorption, continuing blood loss, or an incorrect diagnosis.
3. Parenteral iron — for intolerance of oral iron, malabsorption, continuing losses exceeding oral replacement, chronic kidney disease on erythropoietin, inflammatory bowel disease, and late pregnancy where rapid correction is needed. Modern preparations (iron sucrose, ferric carboxymaltose) are well tolerated; observe for anaphylaxis.
4. Blood transfusion — reserved for haemodynamic instability, active major bleeding, or severe symptomatic anaemia (especially with cardiac decompensation). Transfuse cautiously and slowly in chronic severe anaemia to avoid precipitating pulmonary oedema; consider concurrent diuretic.
5. Prevention — dietary counselling (green leafy vegetables, jaggery, pulses, meat, and vitamin C sources with meals), iron and folic acid supplementation programmes for pregnant women, adolescents and children, food fortification, deworming programmes, and delayed cord clamping at birth.
Definition
Megaloblastic anaemia is a macrocytic anaemia caused by impaired DNA synthesis with preserved RNA and protein synthesis, producing nucleocytoplasmic asynchrony — the nucleus matures more slowly than the cytoplasm, giving large cells with immature nuclei (megaloblasts) in the marrow. It results from deficiency of vitamin B12 (cobalamin) or folate, both essential for thymidylate synthesis.
Because the defect affects all rapidly dividing cells, the disorder is not confined to the marrow — the gastrointestinal epithelium and, in B12 deficiency, the nervous system are also affected.
Causes
| Vitamin B12 deficiency | Folate deficiency |
|---|---|
| Dietary — strict vegetarians and vegans (highly relevant in India, where lacto-vegetarian diets are widespread; B12 is found only in animal products) | Dietary — poor intake of green vegetables, overcooking destroys folate, alcoholism, poverty, the elderly |
| Pernicious anaemia — autoimmune atrophic gastritis with anti-intrinsic factor and anti-parietal cell antibodies | Increased demand — pregnancy and lactation, chronic haemolysis, malignancy, exfoliative skin disease, dialysis |
| Gastric causes — gastrectomy, atrophic gastritis, prolonged proton pump inhibitor or metformin use | Malabsorption — coeliac disease, tropical sprue, jejunal resection |
| Ileal causes — Crohn's disease, ileal resection, tropical sprue | Drugs — methotrexate, trimethoprim, phenytoin, sulfasalazine, alcohol |
| Competition — fish tapeworm (Diphyllobothrium latum), blind loop syndrome with bacterial overgrowth | — |
| Pancreatic insufficiency; nitrous oxide exposure (inactivates B12) | — |
Body stores explain the timing: B12 stores last 3–5 years, so deficiency develops insidiously; folate stores last only 3–4 months, so deficiency appears within months of inadequate intake.
Clinical Features
Haematological: gradual-onset anaemia with fatigue and dyspnoea; mild jaundice from ineffective erythropoiesis (intramedullary haemolysis), producing the characteristic "lemon-yellow" pallor; splenomegaly may be mild.
Gastrointestinal: glossitis with a smooth, beefy-red, sore tongue; angular stomatitis; anorexia, weight loss, diarrhoea; and malabsorption.
Neurological — occurs with B12 deficiency ONLY, not with folate deficiency:
- Peripheral neuropathy — symmetrical paraesthesiae in the feet and hands, the earliest neurological feature.
- Subacute combined degeneration of the cord — see below.
- Cognitive and psychiatric — irritability, poor memory, depression, and in severe cases dementia and psychosis ("megaloblastic madness").
- Optic atrophy; autonomic dysfunction.
Other: infertility, sterility, and in pregnancy folate deficiency causes neural tube defects in the fetus.
Subacute Combined Degeneration of the Cord (sacd)
Definition: demyelination of the posterior (dorsal) columns and lateral corticospinal tracts of the spinal cord due to vitamin B12 deficiency — the "combined" refers to the involvement of both tracts.
Clinical features — a classic examination case:
- Symmetrical distal paraesthesiae and numbness, beginning in the feet.
- Posterior column signs: loss of vibration sense (the earliest and most reliable), impaired joint position sense, sensory ataxia with a positive Romberg's sign, and a stamping high-stepping gait.
- Corticospinal signs: spastic weakness of the legs, brisk knee jerks, and extensor plantar responses.
- The characteristic paradox: absent ankle jerks (from the coexisting peripheral neuropathy) with extensor plantars (from corticospinal involvement) — a combination of lower and upper motor neurone signs that is highly localising. The differential for this combination is SACD, Friedreich's ataxia, taboparesis (neurosyphilis), motor neurone disease and combined pathology.
- Sphincter disturbance and impotence occur late.
- Cognitive impairment and optic atrophy may coexist.
Crucially, neurological disease may occur WITHOUT anaemia — and normal blood counts must never be used to exclude B12 deficiency in a patient with a compatible neurological picture.
Investigations
- CBC: macrocytosis with MCV often > 110 fL; anaemia; pancytopenia in severe cases.
- Peripheral smear: macro-ovalocytes and hypersegmented neutrophils (five or more lobes — an early and sensitive sign), anisopoikilocytosis.
- Reticulocyte count low — inappropriate for the degree of anaemia.
- Raised LDH and raised unconjugated bilirubin with low haptoglobin — reflecting ineffective erythropoiesis, which may be mistaken for haemolysis.
- Serum vitamin B12 and serum/red cell folate. Where B12 is borderline, measure serum methylmalonic acid (raised in B12 deficiency only) and homocysteine (raised in both B12 and folate deficiency) — this distinction is the most reliable discriminator.
- Anti-intrinsic factor antibody (specific but insensitive) and anti-parietal cell antibody (sensitive but less specific) for pernicious anaemia; also check thyroid function and screen for other autoimmune disease.
- Bone marrow (not routinely required): hypercellular with megaloblasts, giant metamyelocytes and band forms, and nuclear-cytoplasmic asynchrony.
- Schilling test — historically used to distinguish dietary deficiency from malabsorption and from intrinsic factor deficiency, by measuring urinary excretion of radiolabelled oral B12 given with and without intrinsic factor. It is now obsolete and no longer available, having been replaced by antibody testing and therapeutic trial; it is worth knowing for the examination and for its physiological logic.
- Investigate the cause: dietary history, upper GI endoscopy with biopsy (atrophic gastritis, and surveillance for the increased risk of gastric carcinoma and carcinoid in pernicious anaemia), coeliac serology, and stool examination.
Management
- Vitamin B12 replacement — parenteral (intramuscular) hydroxocobalamin or cyanocobalamin for deficiency due to malabsorption or pernicious anaemia, given as a loading course followed by lifelong maintenance injections. High-dose oral B12 is effective in dietary deficiency and in some malabsorptive states.
- Folate replacement — oral folic acid, after excluding or simultaneously treating B12 deficiency.
- Treat the underlying cause: dietary counselling and fortified foods for vegetarians, deworming, treatment of coeliac disease or bacterial overgrowth, review of metformin and proton pump inhibitors.
- Monitor response: reticulocytosis peaks at 5–7 days and is the first evidence of response; haemoglobin normalises over 6–8 weeks. Neurological recovery is slow, may take months, and is often incomplete — the longer the delay before treatment, the less complete the recovery.
- Anticipate hypokalaemia during the initial brisk erythropoietic response and monitor potassium; also anticipate a fall in iron stores as production accelerates.
- Prophylaxis: folic acid supplementation in pregnancy (periconceptional folate prevents neural tube defects), in chronic haemolysis, and in dialysis patients.
Never give folic acid alone to a patient with megaloblastic anaemia until B12 deficiency has been excluded. Folate will correct the anaemia and the blood picture, giving a false impression of cure, while allowing the neurological damage of B12 deficiency to progress unchecked — and that damage is often irreversible. Always check both, and if in doubt, give B12 first or give both together.
Definition
Acute leukaemia is a malignant clonal proliferation of immature haematopoietic precursors (blasts) with arrest of differentiation, leading to accumulation of blasts in the marrow and blood, and suppression of normal haemopoiesis. Diagnosis requires ≥ 20% blasts in the marrow or peripheral blood (WHO criterion).
| Feature | Acute lymphoblastic leukaemia (ALL) | Acute myeloid leukaemia (AML) |
|---|---|---|
| Age | Children — peak 2–5 years (80% of childhood leukaemia) | Adults — median 65 years |
| Cell of origin | Lymphoid precursor (B or T) | Myeloid precursor |
| Morphology | Small blasts, scanty cytoplasm, no Auer rods | Auer rods (pathognomonic), granular cytoplasm |
| Cytochemistry | PAS positive, myeloperoxidase negative | Myeloperoxidase and Sudan black positive |
| Immunophenotype | CD19, CD10 (CALLA), TdT for B-ALL; CD3, CD7 for T-ALL | CD13, CD33, CD117, MPO |
| Organ involvement | Lymphadenopathy, hepatosplenomegaly, CNS and testicular involvement common | Gum hypertrophy and skin infiltration (monocytic subtypes); CNS less common |
| Prognosis | Excellent in children (> 85% cure); worse in adults | Poorer overall; highly dependent on cytogenetics |
Aetiology and Risk Factors
Mostly unknown. Recognised associations: ionising radiation, benzene and organic solvents, prior chemotherapy (alkylating agents, topoisomerase II inhibitors), Down syndrome (markedly increased risk of both ALL and AML), Fanconi anaemia, ataxia-telangiectasia, Bloom syndrome, and evolution from myelodysplastic syndrome or a myeloproliferative neoplasm (secondary AML, which carries a poorer prognosis).
Clinical Features
The presentation is that of marrow failure plus tissue infiltration, typically evolving over days to a few weeks:
Marrow failure:
- Anaemia — pallor, fatigue, dyspnoea
- Neutropenia — fever and infection, often the presenting complaint; oral ulceration, perianal sepsis
- Thrombocytopenia — petechiae, purpura, gum bleeding, epistaxis, menorrhagia; intracranial and retinal haemorrhage
Infiltration:
- Bone pain — particularly in children with ALL, who may refuse to walk; sternal tenderness
- Lymphadenopathy and hepatosplenomegaly — prominent in ALL
- Gum hypertrophy and skin infiltration (leukaemia cutis) — characteristic of monocytic AML (M4/M5)
- CNS involvement — headache, vomiting, cranial nerve palsies, meningism; commoner in ALL
- Testicular enlargement — a sanctuary site in ALL
- Mediastinal mass with superior vena cava obstruction — characteristic of T-cell ALL
Emergencies at presentation:
- Hyperleucocytosis with leucostasis (WBC > 100 × 10⁹/L) — dyspnoea, hypoxia, confusion, visual disturbance, priapism; a medical emergency requiring urgent cytoreduction or leucapheresis.
- Disseminated intravascular coagulation — classically with acute promyelocytic leukaemia (APL, AML-M3), causing life-threatening haemorrhage.
- Tumour lysis syndrome — spontaneous or on treatment.
Investigations
- CBC: anaemia, thrombocytopenia; white cell count may be high, normal or low — an important point, since "aleukaemic leukaemia" with a normal or low count does occur.
- Peripheral smear: blasts; Auer rods in AML.
- Bone marrow aspiration and biopsy — diagnostic: hypercellular with ≥ 20% blasts and suppressed normal elements.
- Immunophenotyping by flow cytometry — essential to classify ALL versus AML and their subtypes.
- Cytogenetics and molecular studies — the key determinants of prognosis and treatment:
- t(15;17) PML-RARA → acute promyelocytic leukaemia — treated with ATRA and arsenic trioxide, transforming a formerly lethal subtype into the most curable AML
- t(8;21), inv(16) → favourable-risk AML
- FLT3-ITD, TP53 → adverse risk; FLT3 is targetable with midostaurin
- t(9;22) Philadelphia chromosome in ALL → poorer risk, but treatable with the addition of a tyrosine kinase inhibitor
- CSF examination for CNS involvement (with intrathecal chemotherapy at the same sitting).
- Supporting tests: coagulation profile and fibrinogen (DIC screen mandatory, especially if APL suspected), renal and liver function, uric acid, potassium, phosphate and calcium (tumour lysis), LDH, blood cultures, chest X-ray (mediastinal mass), HLA typing of patient and siblings, echocardiography before anthracyclines, and hepatitis and HIV serology.
Management
1. Stabilisation and supportive care — begins before chemotherapy
- Treat infection aggressively — broad-spectrum antibiotics for neutropenic fever without waiting for cultures.
- Transfusion support with irradiated leucodepleted products.
- Correct coagulopathy — fresh frozen plasma, cryoprecipitate and platelets in DIC, particularly in APL.
- Prevent tumour lysis syndrome — vigorous hydration, allopurinol or rasburicase, and close monitoring of electrolytes (see the tumour lysis answer).
- Central venous access; fertility counselling and sperm or oocyte cryopreservation before starting treatment — frequently forgotten and irreversible.
2. Chemotherapy — the standard framework
- Induction — to achieve complete remission (blasts < 5%, count recovery).
- Consolidation/intensification — to eliminate residual disease.
- Maintenance — prolonged low-intensity therapy, essential in ALL (2–3 years) but not standard in most AML.
- CNS prophylaxis in ALL — intrathecal methotrexate with or without cranial irradiation; without it, CNS relapse is common because chemotherapy penetrates the CNS poorly.
- Acute promyelocytic leukaemia is treated distinctly with ATRA plus arsenic trioxide, largely avoiding conventional chemotherapy; watch for differentiation syndrome (fever, dyspnoea, pulmonary infiltrates, hypotension), treated with dexamethasone.
3. Targeted and cellular therapy
- Tyrosine kinase inhibitors for Philadelphia-positive ALL
- FLT3 and IDH inhibitors in AML
- venetoclax with hypomethylating agents for older or unfit AML patients
- blinatumomab and inotuzumab for relapsed B-ALL
- CAR-T cell therapy (tisagenlecleucel) for relapsed or refractory paediatric and young adult B-ALL.
4. Allogeneic stem cell transplantation
For high-risk disease in first remission, and for relapsed or refractory disease — the most effective anti-leukaemic therapy, but with significant transplant-related mortality.
5. Monitoring
Measurable (minimal) residual disease by flow cytometry or molecular methods is now a key determinant of ongoing therapy and of transplant decisions.
Suspect acute promyelocytic leukaemia in any patient presenting with leukaemia and bleeding out of proportion to the platelet count. APL causes catastrophic DIC and early haemorrhagic death — often before the diagnosis is confirmed. Start ATRA immediately on clinical and morphological suspicion, before cytogenetic confirmation, and support coagulation aggressively. This single decision converts the most lethal acute leukaemia into the most curable one.
Definition
Chronic myeloid leukaemia (CML) is a myeloproliferative neoplasm arising from a pluripotent haematopoietic stem cell, characterised by uncontrolled proliferation of the granulocytic series with retained capacity for differentiation, and defined by the presence of the Philadelphia chromosome. It accounts for about 15% of adult leukaemias, with a median age at diagnosis of 45–55 years — younger in India than in Western series.
Pathogenesis — the Philadelphia Chromosome
- Reciprocal translocation t(9;22)(q34;q11) juxtaposes the BCR gene on chromosome 22 with the ABL1 gene on chromosome 9, producing the shortened chromosome 22 known as the Philadelphia chromosome.
- The resulting BCR-ABL1 fusion gene encodes a constitutively active tyrosine kinase (p210), which drives uncontrolled proliferation, reduces apoptosis and impairs stromal adhesion.
- This single molecular lesion is both the cause of the disease and the target of treatment — CML is the paradigm of targeted cancer therapy, and its treatment transformed a fatal disease into a chronic manageable one.
Clinical Features
- Up to 40–50% are asymptomatic, detected on a routine blood count.
- Constitutional: fatigue, weight loss, low-grade fever, night sweats, anorexia.
- Massive splenomegaly — the cardinal physical sign, often extending below the umbilicus; causes early satiety, left hypochondrial dragging pain, and may present with acute pain from splenic infarction (with a rub).
- Hepatomegaly; sternal tenderness.
- Anaemia — pallor, dyspnoea.
- Hyperviscosity/leucostasis with very high counts: visual disturbance, headache, confusion, priapism, tinnitus.
- Gout and urate stones from high cell turnover.
- Bleeding from platelet dysfunction despite normal or raised counts.
Phases
| Phase | Blasts | Features |
|---|---|---|
| Chronic phase | < 10% | Well controlled with treatment; the phase at which most present; lasts years |
| Accelerated phase | 10–19% | Increasing splenomegaly, worsening counts, basophilia ≥ 20%, new cytogenetic abnormalities, resistance to therapy |
| Blast crisis | ≥ 20% | Behaves as acute leukaemia — two-thirds myeloid, one-third lymphoid; poor response and short survival |
Investigations
- CBC: marked leucocytosis, frequently > 100 × 10⁹/L; anaemia; platelets normal or raised (thrombocytosis is common — thrombocytopenia suggests advanced disease).
- Peripheral smear — highly characteristic: the full spectrum of granulocytic maturation — myeloblasts, promyelocytes, myelocytes, metamyelocytes, band forms and neutrophils; BASOPHILIA (a consistent and near-universal finding) and eosinophilia.
- Leucocyte alkaline phosphatase (LAP) score — LOW or absent (in contrast to the leukemoid reaction; see below). Largely superseded by molecular testing but still examined.
- Bone marrow: markedly hypercellular with myeloid hyperplasia and a raised myeloid:erythroid ratio; reticulin fibrosis in advanced disease; blast percentage determines the phase.
- Cytogenetics — Philadelphia chromosome t(9;22) on karyotype.
- FISH and RT-PCR for BCR-ABL1 — the definitive diagnostic test, and the basis of quantitative monitoring of response on therapy.
- Raised serum uric acid, LDH and vitamin B12 (from raised transcobalamin).
LEUKEMOID REACTION versus CML — A CLASSIC DIFFERENTIATION
A leukemoid reaction is a reactive, non-malignant leucocytosis exceeding 50 × 10⁹/L with a left shift, occurring in response to severe infection (tuberculosis, pneumonia, severe sepsis), disseminated malignancy, severe haemolysis or haemorrhage, burns, corticosteroid therapy, or diabetic ketoacidosis.
| Feature | Leukemoid reaction | Chronic myeloid leukaemia |
|---|---|---|
| Cause | Reactive to infection, inflammation, malignancy | Clonal neoplasm |
| LAP score | HIGH | LOW or absent |
| Philadelphia chromosome / BCR-ABL1 | ABSENT | PRESENT — diagnostic |
| Basophilia | Absent | PRESENT (characteristic) |
| Eosinophilia | Absent | Present |
| Splenomegaly | Usually absent or mild | Massive |
| Toxic granulation, Döhle bodies | Present | Absent |
| WBC count | Usually < 100 × 10⁹/L | Often > 100 × 10⁹/L |
| Course | Resolves with treatment of the cause | Progressive without treatment |
The two features that settle the diagnosis at the bedside and the bench are BASOPHILIA and the LAP SCORE. Basophilia is essentially universal in CML and absent in a reactive leucocytosis; the LAP score is low in CML and high in a leukemoid reaction (a useful memory aid: the malignant cells are "lazy" and produce less enzyme). Confirmation is always by BCR-ABL1.
Management
1. Tyrosine kinase inhibitors (TKIs) — the transformation of this disease
- Imatinib — the first-generation agent; a landmark drug that converted a disease with a median survival of 3–5 years into one with near-normal life expectancy.
- Second and third generation: dasatinib, nilotinib, bosutinib (for resistance, intolerance, or as first-line in higher-risk disease), and ponatinib for the T315I mutation, which is resistant to all other TKIs.
- Adverse effects: oedema and periorbital swelling, myelosuppression, muscle cramps, rash, hepatotoxicity, gastrointestinal upset; agent-specific effects include pleural effusion (dasatinib), vascular occlusive events (nilotinib, ponatinib) and QT prolongation.
- Adherence is critical — TKIs are taken indefinitely, and poor adherence is a major cause of loss of response, particularly where cost is a barrier.
2. Monitoring response
Response is assessed at defined milestones by quantitative RT-PCR for BCR-ABL1 transcripts on the International Scale, aiming for successive haematological, cytogenetic and molecular responses. Failure to reach milestones prompts assessment of adherence, mutation analysis, and a switch of TKI. Selected patients with sustained deep molecular response may attempt treatment-free remission under close monitoring.
3. Other treatment
- Hydroxyurea — for rapid initial cytoreduction and where TKIs are unaffordable or unavailable.
- Leucapheresis — for symptomatic leucostasis and in pregnancy.
- Allogeneic stem cell transplantation — the only proven cure, now reserved for TKI failure, T315I mutation without access to ponatinib, accelerated phase and blast crisis.
- Blast crisis: treated as acute leukaemia (with a TKI added according to lineage), followed by transplantation where possible; prognosis remains poor.
- Supportive: allopurinol and hydration for tumour lysis and gout, and management of anaemia.
Haemophilia — Definition and Genetics
Haemophilia is an inherited bleeding disorder caused by deficiency of a coagulation factor:
- Haemophilia A — factor VIII deficiency (85%), incidence about 1 in 5 000 male births
- Haemophilia B (Christmas disease) — factor IX deficiency (15%), about 1 in 30 000
Both are X-linked recessive: males are affected, females are carriers. Roughly one-third of cases arise from new mutations with no family history. Carrier females may have mild bleeding due to lyonisation (skewed X-inactivation).
Severity is determined by the residual factor level:
| Severity | Factor level | Bleeding pattern |
|---|---|---|
| Severe | < 1% | Spontaneous bleeding into joints and muscles from early childhood |
| Moderate | 1–5% | Bleeding after minor trauma |
| Mild | 5–40% | Bleeding only after significant trauma or surgery; may present late in life |
Clinical Features
The pattern is that of "coagulation-factor-type" bleeding — deep, delayed and recurrent, quite unlike the immediate mucocutaneous bleeding of platelet disorders.
- Haemarthrosis — the hallmark, most often in the knee, elbow and ankle. The child describes a tingling "aura" before swelling develops, then a hot, swollen, exquisitely painful joint held in flexion. Recurrent bleeds into a "target joint" cause synovial hypertrophy, cartilage destruction and chronic haemophilic arthropathy with deformity and disability — the principal cause of long-term morbidity.
- Muscle haematomas — thigh, calf, and iliopsoas (presenting with hip flexion, groin pain and a femoral nerve palsy, and easily mistaken for appendicitis or hip pathology).
- Delayed bleeding after trauma, dental extraction, circumcision or surgery — often the presenting event in mild disease.
- Intracranial haemorrhage — the leading cause of death; may follow trivial head injury.
- Haematuria, gastrointestinal bleeding, retroperitoneal bleeding.
- Compartment syndrome and pseudotumour (an encapsulated chronic haematoma eroding bone).
- Petechiae are characteristically ABSENT — this is not a platelet disorder.
Investigations
| Test | Haemophilia A/B | von Willebrand disease | Platelet disorder |
|---|---|---|---|
| Platelet count | Normal | Normal (low in type 2B) | Low |
| Bleeding time / PFA | Normal | Prolonged | Prolonged |
| Prothrombin time (PT) | Normal | Normal | Normal |
| APTT | PROLONGED | Normal or prolonged | Normal |
| Mixing study | Corrects (unless inhibitor present) | Corrects | — |
| Factor VIII | Low in haemophilia A | Low (secondary) | Normal |
| Factor IX | Low in haemophilia B | Normal | Normal |
| vWF antigen and activity | Normal | LOW | Normal |
- Prolonged APTT with a normal PT and normal platelet count is the characteristic screening result; the APTT corrects on mixing with normal plasma — failure to correct indicates an inhibitor.
- Specific factor assays establish the diagnosis and severity.
- Inhibitor screening (Bethesda assay) — essential in any patient who stops responding to factor replacement.
- Genetic testing for carrier detection, prenatal diagnosis and family counselling.
- Imaging — ultrasound or MRI for joint and muscle bleeds; urgent CT head for any head injury.
Management
1. Factor replacement — the cornerstone
- Recombinant or plasma-derived factor VIII or IX concentrate, dosed according to the site and severity of bleeding and the target level required.
- Treat bleeds EARLY — at the first symptom, before swelling is established. Prompt treatment limits joint damage; waiting for objective signs is a common and damaging error.
- Extended half-life products reduce injection frequency.
- Prophylaxis rather than on-demand treatment is the standard of care in severe haemophilia, given regularly from early childhood to prevent joint bleeds and preserve function.
2. Non-factor therapy — a major recent advance
- Emicizumab — a bispecific antibody that mimics the function of factor VIII by bridging factors IXa and X. Given subcutaneously every 1–4 weeks, it provides effective prophylaxis in haemophilia A including in patients with inhibitors, and has transformed care where venous access and cost are barriers.
- Gene therapy — AAV-based single-infusion therapies for haemophilia B (etranacogene dezaparvovec) and haemophilia A (valoctocogene roxaparvovec) are approved in some countries; extremely expensive and not yet accessible in most of India.
3. Adjunctive measures
- Desmopressin (DDAVP) — releases stored factor VIII and von Willebrand factor from endothelium; effective in mild haemophilia A and in type 1 von Willebrand disease, but useless in haemophilia B and contraindicated in type 2B vWD.
- Tranexamic acid — valuable for mucosal and dental bleeding; avoid in haematuria (risk of clot colic and obstruction).
- RICE (rest, ice, compression, elevation) for joint bleeds; early physiotherapy once bleeding is controlled to preserve range of movement and muscle strength.
- Analgesia — paracetamol and opioids; AVOID aspirin and NSAIDs, which impair platelet function.
- Avoid intramuscular injections — give vaccines subcutaneously.
4. Complications and long-term care
- Inhibitor development (alloantibodies) — in up to 30% of severe haemophilia A; managed with bypassing agents (recombinant factor VIIa, FEIBA), emicizumab, and immune tolerance induction.
- Transfusion-transmitted infection — hepatitis B, C and HIV were tragically common before viral inactivation and recombinant products; vaccinate against hepatitis A and B and screen appropriately.
- Haemophilic arthropathy — physiotherapy, radiosynovectomy, joint replacement.
- Comprehensive care through a haemophilia treatment centre with a multidisciplinary team, patient and family education in home treatment, genetic counselling and carrier testing, and psychosocial and school support.
Von Willebrand Disease
The commonest inherited bleeding disorder, affecting up to 1% of the population (though most are mild), and unlike haemophilia it is autosomal, affecting both sexes equally.
Von Willebrand factor has two functions, and its deficiency therefore causes a combined defect: it mediates platelet adhesion to subendothelial collagen (primary haemostasis) and it carries and stabilises factor VIII (secondary haemostasis).
Types:
- type 1 (70–80%) — partial quantitative deficiency, mild
- type 2 — qualitative defects (subtypes 2A, 2B, 2M, 2N)
- type 3 — near-complete deficiency, autosomal recessive, with a severe haemophilia-like phenotype.
Clinical features: predominantly mucocutaneous bleeding — easy bruising, recurrent epistaxis, gum bleeding, menorrhagia (often the presenting feature in women, and a frequently missed diagnosis), and prolonged bleeding after dental extraction, surgery or childbirth. Haemarthroses occur only in type 3.
Management:
- desmopressin (with a trial to confirm response) for type 1 and some type 2
- von Willebrand factor-containing concentrate for severe disease, type 3 and major surgery
- tranexamic acid for mucosal bleeding
- combined oral contraceptive or tranexamic acid for menorrhagia
- avoidance of aspirin and NSAIDs.
The bleeding pattern tells you where the defect is. Mucocutaneous bleeding — petechiae, epistaxis, menorrhagia, immediate bleeding after a cut — indicates a platelet or von Willebrand factor problem (primary haemostasis). Deep bleeding — haemarthrosis, muscle haematoma, delayed bleeding after surgery — indicates a coagulation factor problem (secondary haemostasis). Taking a careful bleeding history along these lines narrows the diagnosis before a single test is ordered.
Definition
Haemolytic anaemia results from premature destruction of red cells (normal lifespan 120 days) at a rate exceeding the marrow's compensatory capacity — the marrow can increase output six- to eightfold, so compensated haemolysis without anaemia is possible.
Classification
| Basis | Types |
|---|---|
| Site | Intravascular — destruction within the circulation; extravascular — destruction by macrophages in spleen and liver (commoner) |
| Origin | Intrinsic (corpuscular) — usually hereditary; extrinsic (extracorpuscular) — usually acquired |
Intrinsic (hereditary) — a defect in the red cell itself:
- Membrane: hereditary spherocytosis (autosomal dominant; spectrin/ankyrin defect), hereditary elliptocytosis
- Enzyme: G6PD deficiency (X-linked; the commonest enzymopathy worldwide), pyruvate kinase deficiency
- Haemoglobin: sickle cell disease, thalassaemias, unstable haemoglobins
- Acquired intrinsic exception: paroxysmal nocturnal haemoglobinuria (see below)
Extrinsic (acquired) — the red cell is normal but the environment is hostile:
- Immune: autoimmune haemolytic anaemia (warm and cold types), alloimmune (haemolytic transfusion reaction, haemolytic disease of the newborn), drug-induced
- Microangiopathic (MAHA): DIC, TTP, HUS, malignant hypertension, prosthetic valve haemolysis, HELLP syndrome
- Infection: malaria (a major cause in India), clostridial sepsis, babesiosis
- Chemical and physical: snake and spider venom, lead, copper (Wilson's disease), burns
- Hypersplenism; liver disease (spur cell anaemia)
Clinical Features
- Anaemia — fatigue, pallor, dyspnoea.
- Jaundice — unconjugated (acholuric); the urine is normal in colour in extravascular haemolysis.
- Splenomegaly — in extravascular haemolysis (spherocytosis, thalassaemia, autoimmune haemolysis).
- Dark urine — haemoglobinuria in intravascular haemolysis (red-brown urine), and urobilinogen excess.
- Pigment (bilirubin) gallstones — a common late complication.
- Leg ulcers and frontal bossing with skeletal changes from marrow expansion in chronic congenital haemolysis.
- Aplastic crisis — abrupt fall in haemoglobin with reticulocytopenia, classically due to parvovirus B19 infection.
- Family history and ethnic background — essential for hereditary causes.
Investigations
Step 1 — confirm haemolysis:
- Raised reticulocyte count — the hallmark of marrow response
- Raised unconjugated bilirubin; raised LDH
- Low or absent haptoglobin (binds free haemoglobin — the most sensitive marker of intravascular haemolysis)
- Haemoglobinuria and haemosiderinuria in intravascular haemolysis
- Raised urinary urobilinogen
Step 2 — determine the cause:
- Peripheral smear — the key test: spherocytes (hereditary spherocytosis, autoimmune), schistocytes/fragments (microangiopathy — DIC, TTP, HUS, prosthetic valve), sickle cells, target cells (thalassaemia), bite cells and blister cells with Heinz bodies (G6PD deficiency), malarial parasites, agglutination (cold agglutinin disease).
- Direct antiglobulin (Coombs) test — the single most important discriminator: POSITIVE indicates immune haemolysis; NEGATIVE points to a non-immune cause.
- Haemoglobin electrophoresis/HPLC for haemoglobinopathy; G6PD assay (perform after the acute episode, since reticulocytes have higher enzyme levels and give a falsely normal result); osmotic fragility and EMA binding test for spherocytosis.
- Flow cytometry for CD55 and CD59 for paroxysmal nocturnal haemoglobinuria.
- Coagulation profile, renal function, blood cultures, malaria smear and rapid test, ANA, and viral serology as directed.
Paroxysmal Nocturnal Haemoglobinuria (PNH)
An acquired clonal stem cell disorder caused by a somatic PIG-A gene mutation, leading to deficiency of GPI-anchored complement regulatory proteins CD55 and CD59 on blood cells, and consequent complement-mediated intravascular haemolysis.
Clinical triad: intravascular haemolysis (dark urine, classically most marked on waking — hence "nocturnal"), thrombosis at unusual sites (hepatic, portal, cerebral veins) — the leading cause of death, and marrow failure with cytopenias (it overlaps with aplastic anaemia and myelodysplasia).
Diagnosis: flow cytometry demonstrating CD55/CD59-deficient cells (FLAER assay) — the definitive test, replacing the older Ham's acid haemolysis and sucrose lysis tests.
Management: complement inhibition with eculizumab or ravulizumab (with meningococcal vaccination before starting, as complement blockade markedly increases meningococcal risk), anticoagulation for thrombosis, iron and folate supplementation, transfusion support, and allogeneic stem cell transplantation as the only curative option.
Management of Haemolytic Anaemia
- Treat the underlying cause — stop the offending drug, treat infection (antimalarials), manage the underlying autoimmune or malignant disease.
- Autoimmune haemolytic anaemia: corticosteroids first-line for warm AIHA; rituximab, splenectomy, and other immunosuppressants for refractory disease. Cold agglutinin disease responds poorly to steroids — keep the patient warm and use rituximab; treat any underlying lymphoproliferative disorder or *Mycoplasma* infection.
- G6PD deficiency: avoid oxidant drugs — primaquine, dapsone, nitrofurantoin, sulphonamides, quinolones, and fava beans; supportive care during a crisis.
- Folic acid supplementation for all chronic haemolytic states (increased marrow turnover).
- Transfusion for symptomatic severe anaemia — with careful cross-matching, which may be difficult in autoimmune haemolysis.
- Splenectomy — effective in hereditary spherocytosis and selected autoimmune cases; vaccinate against encapsulated organisms (pneumococcus, meningococcus, Haemophilus) at least 2 weeks beforehand and give lifelong penicillin prophylaxis.
- Iron chelation for transfusion-dependent patients; avoid iron supplementation unless deficiency is proven, since iron overload is the greater risk.
Definition
The thalassaemias are inherited disorders of haemoglobin synthesis characterised by reduced or absent production of one or more globin chains, leading to imbalanced globin chain synthesis, precipitation of the excess chain, ineffective erythropoiesis and haemolysis.
They are quantitative defects (too little of a normal chain) — in contrast to sickle cell disease, which is a qualitative defect (a structurally abnormal chain).
India has a very high burden: an estimated carrier rate of 3–4% for beta-thalassaemia nationally, higher in certain communities (Sindhi, Punjabi, Gujarati, Bengali, and several tribal populations), with tens of thousands of transfusion-dependent patients.
Classification
| Type | Genetics | Clinical picture |
|---|---|---|
| Beta-thalassaemia major | Homozygous (β⁰/β⁰ or β⁺/β⁺) | Transfusion-dependent from 6 months of age |
| Beta-thalassaemia intermedia | Variable mutations | Moderate anaemia, transfusions intermittent |
| Beta-thalassaemia trait (minor) | Heterozygous | Asymptomatic; mild microcytic anaemia; important for genetic counselling |
| Alpha-thalassaemia | Deletion of 1–4 alpha genes | 1 gene: silent carrier. 2: trait. 3: HbH disease (moderate-severe haemolytic anaemia). 4: Hb Barts hydrops fetalis — incompatible with life |
Pathophysiology of Beta-thalassaemia Major
Absent beta chain synthesis leaves excess alpha chains, which precipitate within red cell precursors, causing:
1. Ineffective erythropoiesis — destruction of precursors within the marrow.
2. Haemolysis of those cells that reach the circulation.
3. Severe anaemia → erythropoietin drive → massive marrow expansion → skeletal deformity and fragility.
4. Extramedullary haemopoiesis → hepatosplenomegaly, paraspinal masses.
5. Increased intestinal iron absorption (suppressed hepcidin) plus transfusional iron loading → iron overload, the principal cause of death.
Symptoms begin at 3–6 months of age, as the switch from fetal (HbF, α2γ2) to adult haemoglobin (HbA, α2β2) occurs.
Clinical Features
Beta-thalassaemia major:
- Severe anaemia from 6 months — pallor, failure to thrive, poor feeding, irritability.
- Skeletal changes from marrow expansion: frontal bossing, maxillary hypertrophy with prominent cheekbones and malocclusion ("chipmunk" or thalassaemic facies), and the "hair-on-end" appearance of the skull on X-ray; thinned cortices with pathological fractures.
- Hepatosplenomegaly from extramedullary haemopoiesis and haemolysis; hypersplenism increases transfusion requirement.
- Growth retardation and delayed puberty.
- Complications of iron overload — the dominant long-term problem: cardiac (cardiomyopathy, heart failure, arrhythmia — the commonest cause of death), endocrine (diabetes mellitus, hypothyroidism, hypoparathyroidism, hypogonadism, growth failure), hepatic (fibrosis, cirrhosis), and skin bronzing.
- Transfusion-transmitted infection — hepatitis B, hepatitis C and HIV; a substantial issue in India before universal screening.
- Gallstones, leg ulcers, thrombotic tendency.
Beta-thalassaemia trait: asymptomatic, with a mild microcytic anaemia frequently misdiagnosed and inappropriately treated as iron deficiency — an important and common error, since iron therapy is useless and iron loading is harmful.
Investigations
- CBC: markedly low MCV and MCH with only mild anaemia in trait; severe anaemia in major; normal or raised red cell count.
- Peripheral smear: microcytic hypochromic cells with marked anisopoikilocytosis, target cells, basophilic stippling, nucleated red cells and, in major, tear-drop cells.
- Iron studies — normal or raised ferritin, which distinguishes it from iron deficiency (see the table in the iron deficiency answer).
- HPLC or haemoglobin electrophoresis — the diagnostic test:
- Beta-thalassaemia trait: raised HbA2 (> 3.5%), with slightly raised HbF
- Beta-thalassaemia major: HbF markedly raised (often > 90%), HbA absent or markedly reduced
- Alpha-thalassaemia: electrophoresis is often normal — requires DNA analysis; HbH inclusions on supravital staining in HbH disease
- DNA studies for mutation identification, prenatal diagnosis and confirmation of alpha-thalassaemia.
- Monitoring in major: serum ferritin, cardiac and hepatic T2* MRI (the standard for tissue iron quantification), liver function, endocrine screen (glucose, thyroid, calcium, growth and pubertal assessment), viral serology, and echocardiography.
Management
1. Regular transfusion (beta-thalassaemia major)
Lifelong regular packed red cell transfusion, aiming to maintain a pre-transfusion haemoglobin sufficient to suppress ineffective erythropoiesis and permit normal growth (conventionally around 9–10 g/dL). Use leucodepleted, phenotype-matched blood to reduce febrile reactions and alloimmunisation.
2. Iron chelation — as important as the transfusion itself
Started after a defined transfusion burden or once ferritin is persistently raised. Agents: deferasirox and deferiprone (oral) and desferrioxamine (parenteral), used alone or in combination. Adherence to chelation is the single strongest determinant of survival — and it is where most patients struggle, because the regimens are burdensome.
3. Other supportive measures
- Folic acid supplementation; avoid iron supplements and iron-rich fortified foods.
- Splenectomy for hypersplenism with escalating transfusion requirement — with vaccination beforehand and lifelong penicillin prophylaxis.
- Vaccination against hepatitis B; screening and treatment of transfusion-transmitted infection.
- Management of endocrine complications — growth hormone, sex steroid replacement, treatment of diabetes and thyroid disease.
- Psychosocial support and schooling — the burden on families is enormous.
4. Curative and emerging therapy
- Allogeneic haematopoietic stem cell transplantation — the only established cure, best performed young with a matched sibling donor.
- Gene therapy — betibeglogene autotemcel (Zynteglo), a lentiviral gene addition therapy, and exagamglogene autotemcel (Casgevy), a CRISPR-based therapy that reactivates fetal haemoglobin, are approved for transfusion-dependent beta-thalassaemia; cost and availability severely limit access in India.
- Luspatercept — reduces transfusion burden in selected patients.
5. Prevention — the highest-impact intervention in India
Carrier screening (premarital, antenatal and extended family), genetic counselling for at-risk couples, and prenatal diagnosis by chorionic villus sampling with DNA analysis. Several Indian states run screening programmes; prevention is far more achievable than treatment at population scale.
Never diagnose iron deficiency on a low MCV alone. A patient with a very low MCV but only mild anaemia, a normal or high red cell count, normal RDW and normal ferritin has thalassaemia trait, not iron deficiency. Treating them with iron achieves nothing and risks iron overload — and, more importantly, misses the opportunity for genetic counselling that could prevent a child with thalassaemia major.
Definition
Aplastic anaemia is pancytopenia with a hypocellular bone marrow, in the absence of abnormal infiltrate or marrow fibrosis. It results from failure or destruction of pluripotent haematopoietic stem cells, and is best understood as an immune-mediated attack on stem cells in most acquired cases.
Severity (Camitta criteria) is defined by marrow cellularity below 25% together with at least two of: neutrophils < 0.5 × 10⁹/L, platelets < 20 × 10⁹/L, and reticulocytes < 20 × 10⁹/L. Very severe disease has neutrophils below 0.2 × 10⁹/L.
Aetiology
Acquired (80%):
- Idiopathic — the majority (70–80%), believed to be autoimmune, with cytotoxic T cells attacking stem cells.
- Drugs: chloramphenicol (the classic), NSAIDs (phenylbutazone), carbamazepine and phenytoin, carbimazole and propylthiouracil, gold, sulphonamides, methotrexate and cytotoxics, chloroquine, ticlopidine.
- Chemicals: benzene and organic solvents, insecticides, glue.
- Radiation — dose-dependent.
- Viral: hepatitis-associated aplastic anaemia (seronegative hepatitis, typically in young men 2–3 months after an acute hepatitis, with a severe course), EBV, HIV, parvovirus B19 (usually pure red cell aplasia).
- Immune: eosinophilic fasciitis, thymoma, SLE, graft-versus-host disease.
- Pregnancy; paroxysmal nocturnal haemoglobinuria overlap.
Inherited (20%, mostly presenting in childhood):
- Fanconi anaemia — autosomal recessive DNA repair defect; short stature, café-au-lait spots, thumb and radial anomalies, renal malformation, microcephaly; diagnosed by chromosomal breakage testing (DEB/mitomycin C); high risk of leukaemia and solid tumours.
- Dyskeratosis congenita — telomere maintenance defect; abnormal skin pigmentation, nail dystrophy, oral leucoplakia, pulmonary fibrosis.
- Shwachman–Diamond syndrome; Diamond–Blackfan anaemia (pure red cell aplasia).
Clinical Features
The presentation follows directly from the three cytopenias:
- Anaemia — insidious fatigue, pallor, exertional dyspnoea, palpitations.
- Thrombocytopenia — easy bruising, petechiae, purpura, gum and nose bleeding, menorrhagia; intracranial haemorrhage in severe cases.
- Neutropenia — recurrent and severe bacterial and fungal infections, oral ulceration, fever; infection is the leading cause of death.
- Characteristic negatives that point away from leukaemia and lymphoma: NO hepatosplenomegaly, NO lymphadenopathy and NO bone tenderness. Their presence should prompt a search for an alternative diagnosis.
Investigations
- CBC: pancytopenia — anaemia (usually normocytic or mildly macrocytic), leucopenia with neutropenia and relative lymphocytosis, thrombocytopenia.
- Reticulocyte count — inappropriately LOW, confirming failure of production.
- Peripheral smear: no abnormal cells — no blasts, no dysplasia, no leucoerythroblastic picture. Their presence suggests leukaemia, myelodysplasia or marrow infiltration instead.
- Bone marrow aspiration AND trephine biopsy — essential and diagnostic: markedly hypocellular marrow replaced by fat spaces, with relative prominence of lymphocytes, plasma cells and mast cells; no fibrosis, no infiltrate and no excess blasts. The trephine biopsy is mandatory because aspiration alone may give a falsely "dry" or dilute sample.
- Cytogenetics — to exclude myelodysplasia and hypoplastic leukaemia.
- Flow cytometry for a PNH clone (CD55/CD59) — present in a substantial minority and influences prognosis and treatment.
- Chromosomal breakage test in all young patients to exclude Fanconi anaemia, and telomere length studies where dyskeratosis congenita is suspected.
- Viral screen — hepatitis A, B, C, EBV, CMV, HIV, parvovirus.
- Autoimmune screen; vitamin B12 and folate (to exclude megaloblastic pancytopenia); liver function; and HLA typing of the patient and siblings early, so that transplantation is not delayed.
Management
1. Remove the cause and give supportive care
- Withdraw all implicated drugs and chemical exposures immediately.
- Transfusion support: red cells for symptomatic anaemia; platelets for bleeding or profound thrombocytopenia. Use irradiated and leucodepleted products, and avoid transfusion from family members in potential transplant candidates, to reduce alloimmunisation and graft rejection.
- Infection management is the priority: prompt broad-spectrum antibiotics for neutropenic fever, antifungal cover, strict hand hygiene, and consideration of prophylaxis. Do not wait for culture results.
- Iron chelation for transfusion-dependent patients; hormonal control of menorrhagia.
2. Definitive treatment — determined by age, severity and donor availability
- Allogeneic haematopoietic stem cell transplantation — the treatment of choice for young patients (broadly under 40) with severe disease and an HLA-matched sibling donor, offering the highest cure rates.
- Immunosuppressive therapy — for older patients or those without a matched donor: antithymocyte globulin (ATG) plus ciclosporin, with response in about two-thirds but slow (3–6 months) and with a risk of relapse and of later clonal evolution to myelodysplasia, acute leukaemia or PNH.
- Eltrombopag — a thrombopoietin receptor agonist that stimulates stem cells; added to standard immunosuppression it improves response rates, and it is also used in refractory disease.
- Androgens (oxymetholone, danazol) — modest responses, still used where other options are unavailable; particularly relevant where cost is a constraint.
- Growth factors (G-CSF) — for infection, but they do not alter the natural history and are not used alone.
Prognosis
Untreated severe aplastic anaemia has a very high mortality from infection and bleeding. With transplantation, long-term survival exceeds 75–90% in young patients with a matched sibling donor; with immunosuppressive therapy, survival is comparable but relapse and clonal evolution occur in a significant proportion, requiring long-term follow-up.
Definition
The myeloproliferative neoplasms (MPNs) are clonal disorders of the pluripotent haematopoietic stem cell characterised by excessive proliferation of one or more mature myeloid lineages with retained differentiation — in contrast to acute leukaemia, where differentiation is arrested. They share a tendency to splenomegaly, thrombosis, marrow fibrosis, and transformation to acute leukaemia.
| Disorder | Predominant lineage | Genetic marker |
|---|---|---|
| Chronic myeloid leukaemia | Granulocytes | BCR-ABL1 (Philadelphia chromosome) |
| Polycythaemia vera | Red cells | JAK2 V617F in > 95% |
| Essential thrombocythaemia | Platelets | JAK2 (50–60%), CALR, MPL |
| Primary myelofibrosis | Fibroblast stimulation with marrow fibrosis | JAK2, CALR, MPL |
The JAK2 V617F mutation causes constitutive activation of JAK-STAT signalling, rendering progenitors hypersensitive to (or independent of) growth factors — it is the unifying molecular lesion of the BCR-ABL1-negative MPNs.
Polycythaemia Vera
Definition: a clonal MPN with autonomous overproduction of red cells (and often granulocytes and platelets), independent of erythropoietin.
Distinguish from other causes of a raised haematocrit:
| Type | Mechanism | Erythropoietin |
|---|---|---|
| Polycythaemia vera (primary) | Clonal, JAK2-driven | LOW or suppressed |
| Secondary polycythaemia | Appropriate — chronic hypoxia: COPD, cyanotic heart disease, high altitude, obstructive sleep apnoea, heavy smoking. Inappropriate — renal cell carcinoma, hepatocellular carcinoma, cerebellar haemangioblastoma, uterine fibroid; exogenous erythropoietin or androgen abuse | RAISED |
| Relative (apparent, Gaisböck's) | Reduced plasma volume — dehydration, diuretics, burns; red cell mass is normal | Normal |
Clinical features:
- Hyperviscosity: headache, dizziness, tinnitus, visual disturbance, poor concentration, fatigue.
- Plethoric facies with conjunctival suffusion; ruddy cyanosis.
- Aquagenic pruritus — intense itching after a hot bath or shower, a highly characteristic symptom caused by histamine release from basophils.
- Splenomegaly (in about 70%) and hepatomegaly.
- Thrombosis — arterial and venous, and the leading cause of morbidity and death: stroke, myocardial infarction, deep vein thrombosis, and thrombosis at unusual sites — Budd–Chiari syndrome and portal vein thrombosis (a raised haematocrit in a patient with Budd–Chiari should always prompt JAK2 testing).
- Bleeding paradoxically, from acquired platelet dysfunction and acquired von Willebrand disease at very high platelet counts.
- Erythromelalgia — burning pain and redness of hands and feet, relieved by aspirin.
- Gout from high cell turnover; peptic ulceration.
Investigations:
- CBC: raised haemoglobin and haematocrit, often with leucocytosis and thrombocytosis — the involvement of all three lineages strongly favours a primary process.
- JAK2 V617F mutation testing — the key diagnostic test, positive in over 95%; JAK2 exon 12 in most of the remainder.
- Serum erythropoietin — LOW, distinguishing it from secondary causes.
- Bone marrow: hypercellular with panmyelosis and clustered pleomorphic megakaryocytes; reticulin staining to assess fibrosis.
- Raised serum uric acid, LDH and vitamin B12; low or normal ferritin; arterial oxygen saturation and abdominal ultrasound to exclude secondary causes.
Management:
- Venesection (phlebotomy) to maintain the haematocrit below 45% — the primary intervention, with clear evidence of reduced thrombotic events.
- Low-dose aspirin in all patients unless contraindicated, to reduce thrombosis and relieve erythromelalgia.
- Cytoreductive therapy for high-risk patients (age over 60, or previous thrombosis), poor tolerance of venesection, symptomatic splenomegaly or progressive thrombocytosis: hydroxyurea first-line; interferon-alpha (preferred in younger patients and in pregnancy); ruxolitinib (a JAK inhibitor) for hydroxyurea-resistant or intolerant disease.
- Control cardiovascular risk factors; allopurinol for gout; antihistamines or interferon for pruritus.
- Monitor for transformation to myelofibrosis (post-polycythaemic) or acute myeloid leukaemia, which occurs in a minority over years.
Essential Thrombocythaemia
Sustained thrombocytosis (platelets > 450 × 10⁹/L) with clonal marrow proliferation, after exclusion of reactive causes — infection, inflammation, iron deficiency, malignancy, post-splenectomy, haemorrhage (which together account for the great majority of raised platelet counts). Features include thrombosis, erythromelalgia, and paradoxical bleeding at very high counts. Marrow shows large hyperlobulated ("staghorn") megakaryocytes in clusters. Management follows the same risk-stratified principles: aspirin for all, hydroxyurea or interferon (or anagrelide) for high-risk disease.
Primary Myelofibrosis
Clonal proliferation with cytokine-driven reactive marrow fibrosis and extramedullary haemopoiesis. Features: massive splenomegaly (often the largest spleens in medicine), constitutional symptoms (fever, weight loss, drenching night sweats), progressive anaemia and cytopenias, and portal hypertension.
Investigations:
- leucoerythroblastic blood picture with tear-drop poikilocytes (dacrocytes) — highly characteristic
- "dry tap" on marrow aspiration with trephine showing fibrosis
- JAK2/CALR/MPL mutation.
Management: supportive transfusion, ruxolitinib for splenomegaly and constitutional symptoms, androgens or erythropoietin for anaemia, splenectomy or splenic irradiation in selected cases, and allogeneic stem cell transplantation as the only curative option. It carries the highest risk of leukaemic transformation among the MPNs.
Definition
The myelodysplastic syndromes (MDS) are a group of clonal haematopoietic stem cell disorders characterised by:
1. Ineffective haemopoiesis — a hypercellular (or normocellular) marrow with peripheral cytopenias, the central paradox of the disease
2. Morphological dysplasia in one or more myeloid lineages
3. A propensity to transform into acute myeloid leukaemia
They are predominantly diseases of the elderly, with a median age at diagnosis of about 70 years.
Aetiology
- Primary (de novo) — the majority; associated with age-related clonal haematopoiesis and acquired somatic mutations in genes of RNA splicing (SF3B1, SRSF2), epigenetic regulation (TET2, ASXL1, DNMT3A), and TP53.
- Secondary (therapy-related) — after alkylating agents, topoisomerase II inhibitors or radiotherapy, typically 5–7 years later; carries a markedly worse prognosis with adverse cytogenetics.
- Environmental: benzene and organic solvents, tobacco smoking, prior chemotherapy.
- Inherited predisposition: Fanconi anaemia, Down syndrome, germline GATA2 and RUNX1 mutations.
Clinical Features
Insidious onset, often detected on a routine blood count in an elderly patient:
- Anaemia — the commonest presentation (80%): fatigue, pallor, exertional dyspnoea, angina in those with coronary disease. It is typically macrocytic and refractory to haematinics.
- Neutropenia — recurrent bacterial infections despite a normal or near-normal total white count (function is also impaired).
- Thrombocytopenia — bruising, petechiae, mucosal bleeding.
- Splenomegaly is usually absent (its presence suggests a myeloproliferative overlap such as chronic myelomonocytic leukaemia).
- Autoimmune phenomena — vasculitis, arthritis, pericarditis, and Sweet's syndrome (acute febrile neutrophilic dermatosis) — recognised associations.
- Progressive transfusion dependence with consequent iron overload.
Suspect myelodysplasia in any elderly patient with an unexplained macrocytic anaemia that does not respond to B12 and folate. The classic trap is to keep prescribing haematinics for months. A hypercellular marrow with peripheral cytopenias — cells being made but dying before they leave — is the defining paradox, and the marrow examination is what makes the diagnosis.
Investigations
- CBC: cytopenias in one or more lineages; macrocytosis with a normal or raised MCV; reticulocytopenia.
- Peripheral smear — dysplastic features:
- Red cells: anisopoikilocytosis, macrocytes, basophilic stippling, nucleated red cells
- Neutrophils: hypogranular cytoplasm and hypolobated nuclei — the "pseudo-Pelger–Huët anomaly" (bilobed, pince-nez nuclei), a characteristic finding
- Platelets: giant and hypogranular forms
- Blasts may be present but are < 20% (≥ 20% defines acute leukaemia)
- Bone marrow aspiration and trephine biopsy — diagnostic: hypercellular marrow with dysplasia in ≥ 10% of cells in one or more lineages; ring sideroblasts on Perls' (Prussian blue) staining (iron-laden mitochondria encircling the nucleus, associated with SF3B1 mutation and a better prognosis); blast percentage determines subtype.
- Cytogenetics — essential for prognosis: isolated del(5q) carries a favourable prognosis and a specific treatment; monosomy 7, complex karyotype and TP53 abnormality are adverse.
- Molecular panel for prognostically and therapeutically relevant mutations.
- Exclude reversible causes of dysplasia and cytopenias: vitamin B12 and folate deficiency, copper deficiency, HIV, alcohol excess, recent chemotherapy, and drug effects — all can mimic MDS morphologically.
Prognosis
Stratified by the Revised International Prognostic Scoring System (IPSS-R), which uses marrow blast percentage, cytogenetics, and the depth of cytopenias to predict overall survival and the risk of leukaemic transformation. Outcomes range from many years of stable disease to rapid progression. Around 30% transform to acute myeloid leukaemia, and much of the remaining mortality is from infection and bleeding due to marrow failure rather than from transformation.
Management
Treatment is determined by risk category, age and comorbidity, and for many patients the goal is quality of life rather than cure.
Lower-risk disease — supportive and quality-of-life focused:
- Red cell transfusion for symptomatic anaemia, with iron chelation for those receiving long-term transfusion.
- Erythropoiesis-stimulating agents (with G-CSF in selected cases) — effective in those with a low endogenous erythropoietin level and low transfusion burden.
- Luspatercept — for anaemia in MDS with ring sideroblasts.
- Lenalidomide — strikingly effective in del(5q) MDS, often producing transfusion independence.
- Immunosuppressive therapy (ATG, ciclosporin) — for hypoplastic MDS in younger patients.
- Antibiotics for infection; platelet transfusion for bleeding.
Higher-risk disease:
- Hypomethylating agents — azacitidine or decitabine — the standard of care; they delay progression and improve survival but are not curative.
- Intensive AML-type chemotherapy in selected fit patients.
- Allogeneic haematopoietic stem cell transplantation — the ONLY curative treatment, offered to fit patients with higher-risk disease and a suitable donor; age and comorbidity limit eligibility, which is a particular constraint given the elderly population affected.
Definition
Lymphomas are malignant neoplasms of lymphoid cells, arising in lymph nodes and other lymphoid tissue, and divided into Hodgkin lymphoma (HL) and non-Hodgkin lymphoma (NHL) — a distinction that remains clinically important because their behaviour, spread and treatment differ substantially.
HODGKIN versus NON-HODGKIN LYMPHOMA
| Feature | Hodgkin lymphoma | Non-Hodgkin lymphoma |
|---|---|---|
| Age distribution | Bimodal — young adults (15–35) and over 55 | Increases steadily with age |
| Site of onset | Cervical and mediastinal nodes | Any node group; extranodal disease common |
| Spread | Orderly, CONTIGUOUS — to adjacent node groups | Non-contiguous, unpredictable, haematogenous |
| Extranodal involvement | Uncommon | Common — GI tract, CNS, skin, testis, Waldeyer's ring |
| Hallmark cell | Reed–Sternberg cell — large binucleate "owl's eye" cell, CD15 and CD30 positive | Monoclonal B cells (85%) or T cells |
| B symptoms | Common | Variable |
| Alcohol-induced nodal pain, Pel–Ebstein fever | Characteristic (though uncommon) | Absent |
| Bone marrow involvement | Uncommon | Common |
| Prognosis | Better — highly curable even when advanced | Depends on grade |
Hodgkin Lymphoma
Pathology: the Reed–Sternberg cell is the malignant cell (derived from a germinal centre B cell), but it constitutes only a small minority of the tumour — most of the mass is a reactive inflammatory infiltrate of lymphocytes, eosinophils, plasma cells and histiocytes.
WHO classification:
- Classical HL (95%): nodular sclerosis (commonest, young women, mediastinal), mixed cellularity (associated with EBV and HIV, commoner in India), lymphocyte-rich, and lymphocyte-depleted (worst prognosis).
- Nodular lymphocyte-predominant HL (5%): "popcorn" (LP) cells, CD20 positive, CD15 and CD30 negative; behaves more like an indolent B-cell lymphoma.
Associations: Epstein–Barr virus (particularly mixed cellularity and in immunosuppression), HIV, immunosuppression, and family history.
Clinical features:
- Painless, rubbery, progressive lymphadenopathy, classically cervical or supraclavicular, spreading contiguously.
- Mediastinal mass — cough, dyspnoea, superior vena cava obstruction; often the presenting finding on chest X-ray in nodular sclerosis.
- B symptoms: fever > 38 °C, drenching night sweats, and weight loss > 10% of body weight in 6 months — these define the "B" suffix in staging and carry prognostic weight.
- Pruritus (which may precede diagnosis by months), fatigue.
- Alcohol-induced pain in involved nodes — rare but classic.
- Pel–Ebstein fever — cyclical fever over 1–2 weeks alternating with afebrile periods; uncommon but characteristic.
- Hepatosplenomegaly; anaemia; features of local compression.
Non-hodgkin Lymphoma
A heterogeneous group, classified by cell lineage and clinical behaviour:
| Grade | Examples | Behaviour |
|---|---|---|
| Indolent (low grade) | Follicular lymphoma, marginal zone lymphoma (including gastric MALT lymphoma), small lymphocytic lymphoma/CLL | Slowly progressive; often widespread at diagnosis; responds to treatment but is generally incurable; may transform to high grade |
| Aggressive (high grade) | Diffuse large B-cell lymphoma (the commonest NHL overall), mantle cell, peripheral T-cell lymphoma | Rapidly progressive; potentially curable with chemotherapy |
| Very aggressive | Burkitt lymphoma, lymphoblastic lymphoma | Doubling time in days; a medical emergency with high tumour lysis risk |
Aetiological associations — frequently examined:
- EBV — Burkitt lymphoma (endemic African form, jaw tumour), post-transplant lymphoproliferative disorder, NK/T-cell lymphoma
- *Helicobacter pylori* — gastric MALT lymphoma, which may regress completely with eradication therapy alone in early-stage disease
- HTLV-1 — adult T-cell leukaemia/lymphoma
- Hepatitis C — splenic marginal zone lymphoma
- HIV — diffuse large B-cell, Burkitt and primary CNS lymphoma
- Autoimmune disease — Sjögren's syndrome (MALT lymphoma), Hashimoto's thyroiditis (thyroid lymphoma), coeliac disease (enteropathy-associated T-cell lymphoma)
- Immunosuppression; pesticide and organic solvent exposure
Clinical features: painless lymphadenopathy (often widespread and non-contiguous at presentation), extranodal disease (gastrointestinal — the commonest extranodal site, causing pain, obstruction or bleeding; CNS; skin; testis; bone), B symptoms, marrow involvement with cytopenias, and features of compression (SVC obstruction, cord compression, obstructive uropathy).
Investigations
- EXCISIONAL LYMPH NODE BIOPSY — the diagnostic gold standard. The whole node is required, because architecture is essential for classification. FNAC is inadequate and a frequent source of delay and error.
- Immunohistochemistry and flow cytometry for lineage and subtype; cytogenetics and molecular studies — t(14;18) BCL2 in follicular lymphoma, t(8;14) MYC in Burkitt, t(11;14) cyclin D1 in mantle cell.
- Staging: FDG PET-CT is the standard for both staging and response assessment; CT neck, chest, abdomen and pelvis where PET is unavailable; bone marrow aspiration and biopsy (increasingly omitted in HL when PET is used).
- Bloods: CBC, ESR, LDH (a key prognostic marker), renal and liver function, uric acid, calcium and phosphate (tumour lysis risk), beta-2 microglobulin, and HIV, hepatitis B and C serology (essential before rituximab, which can cause fatal hepatitis B reactivation).
- Echocardiography before anthracyclines; pulmonary function tests before bleomycin; fertility counselling and gamete preservation before treatment.
- CSF examination where CNS involvement is a risk.
Staging uses the Ann Arbor system (with Lugano modification) — stages I–IV by the number and distribution of involved sites and the presence of extranodal disease, with the suffix A (no B symptoms) or B (B symptoms present), and E for extranodal extension.
Management
Hodgkin lymphoma:
- Combination chemotherapy — ABVD (doxorubicin, bleomycin, vinblastine, dacarbazine) is the standard backbone, with escalated regimens for advanced high-risk disease; PET-adapted therapy allows de-escalation in early responders to reduce toxicity.
- Radiotherapy to involved sites in early-stage disease.
- Brentuximab vedotin (anti-CD30) and checkpoint inhibitors (nivolumab, pembrolizumab) for relapsed or refractory disease; autologous stem cell transplantation after salvage chemotherapy.
- HL is one of the most curable malignancies — over 80–90% cure in early-stage and around 70% in advanced disease.
- Late effects must be discussed and monitored: secondary malignancy (breast cancer after chest radiotherapy, AML, lung cancer), cardiotoxicity (anthracyclines), pulmonary fibrosis (bleomycin), hypothyroidism and infertility.
Non-Hodgkin lymphoma:
- Diffuse large B-cell lymphoma: R-CHOP (rituximab, cyclophosphamide, doxorubicin, vincristine, prednisolone) — curative in a majority.
- Follicular lymphoma: "watch and wait" for asymptomatic low-burden disease; rituximab with chemotherapy for symptomatic disease, followed by maintenance rituximab.
- Gastric MALT lymphoma: *H. pylori* eradication alone in early-stage disease.
- Burkitt lymphoma: intensive multi-agent chemotherapy with CNS prophylaxis and aggressive tumour lysis prophylaxis — treatment must start urgently.
- Relapsed disease: salvage chemotherapy, autologous transplantation, CAR-T cell therapy (axicabtagene ciloleucel, tisagenlecleucel) and bispecific antibodies.
- Supportive care throughout: tumour lysis prophylaxis, antiviral prophylaxis against hepatitis B reactivation, infection prophylaxis, growth factor support, and management of nausea and mucositis.
Never accept FNAC as sufficient for diagnosing lymphoma, and never treat a persistent node with a course of antibiotics and reassurance. A firm, painless, progressively enlarging node — particularly supraclavicular, or any node over 2 cm persisting beyond 4–6 weeks — requires excisional biopsy. In India, the additional trap is empirically starting antitubercular therapy for lymphadenopathy without tissue diagnosis, which delays lymphoma diagnosis by months and worsens outcome.
Definition
Multiple myeloma is a malignant clonal proliferation of plasma cells in the bone marrow, producing a monoclonal immunoglobulin (paraprotein or M-band) and causing end-organ damage. It accounts for about 1% of all malignancies and 10% of haematological cancers, with a median age at diagnosis of around 65 years.
Pathogenesis
Clonal plasma cells accumulate in the marrow and secrete a single immunoglobulin (IgG in 55%, IgA in 25%) or free light chains alone (light chain myeloma, 15%). The malignant cells:
- Secrete RANKL and inhibit osteoprotegerin, activating osteoclasts while suppressing osteoblasts → purely lytic bone lesions with hypercalcaemia and, characteristically, no osteoblastic reaction — which is why the bone scan is negative and skeletal survey or low-dose CT is required.
- Crowd out normal haemopoiesis → anaemia and cytopenias.
- Suppress normal immunoglobulin production (immune paresis) → recurrent infection, the leading cause of death.
- Produce free light chains that are filtered and precipitate in tubules → cast nephropathy and renal failure.
Myeloma is almost always preceded by monoclonal gammopathy of undetermined significance (MGUS), which progresses at about 1% per year.
Clinical Features — "crab"
CRAB — the myeloma-defining end-organ damage
C = Calcium elevated — hypercalcaemia with confusion, constipation, polyuria, dehydration
R = Renal failure — from cast nephropathy, hypercalcaemia, dehydration, hyperuricaemia, NSAIDs, amyloidosis
A = Anaemia — normocytic, from marrow infiltration; rouleaux formation and a very high ESR
B = Bone lesions — bone pain (especially back and ribs), pathological fractures, vertebral collapse with spinal cord compression, lytic "punched-out" lesions, pepper-pot skull
Other features:
- Recurrent bacterial infections — pneumococcal and other encapsulated organisms, from immune paresis and neutropenia.
- Hyperviscosity syndrome — headache, blurred vision, confusion, mucosal bleeding, retinal vein engorgement (commoner with IgA and with very high paraprotein levels).
- Bleeding tendency — paraprotein interference with platelet function and coagulation factors.
- Amyloidosis (AL type) — macroglossia, nephrotic syndrome, cardiomyopathy, carpal tunnel syndrome, peripheral neuropathy, periorbital purpura.
- Peripheral neuropathy — from amyloid, the disease itself, or treatment (bortezomib, thalidomide).
- Extramedullary plasmacytoma and soft tissue masses.
Investigations
The diagnostic triad to demonstrate: a monoclonal protein, clonal marrow plasma cells, and end-organ damage.
- Serum and urine protein electrophoresis with immunofixation — demonstrates and types the M-band; Bence Jones protein (free light chains) in urine, which is not detected by standard urine dipstick — an important practical point.
- Serum free light chain assay with kappa:lambda ratio — essential, particularly in light-chain and non-secretory disease.
- Quantitative immunoglobulins — the paraprotein isotype is raised while the others are suppressed (immune paresis).
- Bone marrow aspiration and trephine biopsy — clonal plasma cells ≥ 10%, confirmed by immunohistochemistry or flow cytometry; cytogenetics by FISH for risk stratification (t(4;14), t(14;16) and del(17p) are high risk).
- CBC and smear: normocytic anaemia, rouleaux formation, and a markedly raised ESR.
- Biochemistry: calcium, renal function, albumin, LDH, uric acid, and beta-2 microglobulin (a key prognostic marker used in the Revised International Staging System with albumin, LDH and cytogenetics).
- Imaging: whole-body low-dose CT, MRI or PET-CT — these have replaced the traditional skeletal survey and detect lesions far earlier. MRI is essential where cord compression is suspected. A radionuclide bone scan is typically NEGATIVE because there is no osteoblastic response.
Diagnostic criteria (IMWG): clonal marrow plasma cells ≥ 10% (or biopsy-proven plasmacytoma) plus either CRAB features or a myeloma-defining biomarker — clonal plasma cells ≥ 60%, involved:uninvolved free light chain ratio ≥ 100, or more than one focal lesion on MRI.
Management
Myeloma remains incurable for most, but treatment has transformed survival from 2–3 years to often beyond 7–10 years.
1. Anti-myeloma therapy
- Induction with a triplet or quadruplet regimen combining a proteasome inhibitor (bortezomib, carfilzomib), an immunomodulatory drug (lenalidomide, thalidomide), a corticosteroid (dexamethasone), and increasingly an anti-CD38 monoclonal antibody (daratumumab).
- Autologous stem cell transplantation after induction for fit patients — still the standard of care in transplant-eligible disease, followed by lenalidomide maintenance.
- Relapsed and refractory disease: alternative combinations, CAR-T cell therapy (BCMA-directed), bispecific antibodies (teclistamab), and selinexor.
- Thalidomide is available and affordable in India and remains widely used, with attention to its teratogenicity, neuropathy and thrombotic risk.
2. Supportive care — as important as the chemotherapy
- Bone disease: bisphosphonates (zoledronic acid) or denosumab for all patients with bone disease — they reduce skeletal events and pain; dental assessment before starting because of osteonecrosis of the jaw. Radiotherapy for localised painful lesions and cord compression; vertebroplasty or kyphoplasty; orthopaedic fixation for impending fracture.
- Hypercalcaemia: aggressive intravenous hydration, bisphosphonates, corticosteroids (see the hypercalcaemia answer).
- Renal protection: maintain hydration, avoid NSAIDs and nephrotoxins, use contrast cautiously, treat hypercalcaemia and hyperuricaemia promptly, and start effective anti-myeloma therapy quickly — renal impairment is often reversible if treated early. Dialysis where required.
- Anaemia: transfusion, erythropoiesis-stimulating agents.
- Infection: prompt treatment, pneumococcal and influenza vaccination, consideration of prophylactic antibiotics and immunoglobulin replacement in recurrent infection; antiviral prophylaxis with bortezomib (herpes zoster reactivation).
- Thromboprophylaxis with immunomodulatory drugs — these substantially increase venous thromboembolism risk.
- Pain management using the WHO ladder; avoid NSAIDs because of renal risk.
- Plasmapheresis for symptomatic hyperviscosity.
Back pain with a raised ESR in an elderly patient demands exclusion of myeloma — the combination is one of the classic diagnostic triggers in medicine. Any myeloma patient with new severe back pain, leg weakness, sensory change or sphincter disturbance has spinal cord compression until proved otherwise, and requires emergency MRI of the whole spine, dexamethasone and urgent radiotherapy or surgical decompression. Delay of even hours costs permanent function.
Definition
Thrombocytopenia is a platelet count below 150 × 10⁹/L. Clinically:
- 100–150 × 10⁹/L — usually asymptomatic
- 50–100 × 10⁹/L — bleeding with trauma or surgery
- 20–50 × 10⁹/L — easy bruising and mucosal bleeding
- < 20 × 10⁹/L — spontaneous bleeding; risk of intracranial haemorrhage below 10
Causes
| Mechanism | Causes |
|---|---|
| Decreased production | Marrow failure — aplastic anaemia, leukaemia, myelodysplasia, marrow infiltration (lymphoma, myeloma, metastases, myelofibrosis); megaloblastic anaemia; drugs (chemotherapy, alcohol, chloramphenicol, linezolid); viral marrow suppression; congenital |
| Increased destruction — immune | Immune thrombocytopenic purpura (ITP); drug-induced (heparin, quinine, sulphonamides, rifampicin, valproate); SLE and antiphospholipid syndrome; HIV, hepatitis C; post-transfusion purpura; neonatal alloimmune |
| Increased destruction — non-immune | DIC; thrombotic thrombocytopenic purpura (TTP); haemolytic uraemic syndrome; severe sepsis; dengue and other viral fevers (a leading cause in India); malaria; giant haemangioma (Kasabach–Merritt); prosthetic valve |
| Sequestration | Hypersplenism — portal hypertension and cirrhosis, chronic malaria, kala-azar, lymphoproliferative disease |
| Dilutional | Massive transfusion, fluid resuscitation |
| Pseudothrombocytopenia | EDTA-induced platelet clumping in vitro — a laboratory artefact; always confirm a low count by examining the smear and, if necessary, repeating in a citrate tube |
Clinical Features — the Pattern Matters
Thrombocytopenic bleeding is "platelet-type": petechiae, purpura and ecchymoses, mucosal bleeding (epistaxis, gum bleeding, menorrhagia, gastrointestinal and urinary bleeding), and immediate bleeding after injury. This contrasts with "coagulation-factor-type" bleeding (as in haemophilia): deep haematomas, haemarthroses and delayed bleeding.
Serious manifestations: intracranial haemorrhage (rare but the leading cause of death), retinal haemorrhage, and major gastrointestinal bleeding.
Look for clues to the cause: fever and sepsis, splenomegaly (sequestration), lymphadenopathy and hepatosplenomegaly (malignancy), stigmata of chronic liver disease, drug history, recent viral illness, and features of SLE.
Investigations
- Repeat the count and examine the peripheral smear — this is the essential first step. It excludes pseudothrombocytopenia (clumping), and reveals schistocytes (TTP, HUS, DIC), blasts, dysplasia, large platelets (ITP, congenital), and malarial parasites.
- Coagulation profile with fibrinogen and D-dimer — to identify DIC.
- Renal and liver function, LDH, reticulocytes and direct Coombs test — to identify microangiopathy and haemolysis.
- Viral serology: HIV, hepatitis B and C; dengue NS1 and serology; malaria smear and rapid test.
- ANA, antiphospholipid antibodies, thyroid function.
- Vitamin B12 and folate.
- *H. pylori* testing — eradication improves platelet counts in a proportion of ITP patients.
- Bone marrow examination — not required in typical ITP in a young patient, but indicated where there are additional cytopenias, abnormal cells on the smear, organomegaly, age over 60, or failure to respond to first-line treatment.
Immune Thrombocytopenic Purpura (ITP)
Definition: an acquired autoimmune disorder characterised by isolated thrombocytopenia (platelets < 100 × 10⁹/L) in the absence of other causes, due to IgG autoantibodies against platelet glycoproteins (GPIIb/IIIa) causing splenic destruction, together with impaired platelet production.
It is a diagnosis of exclusion — there is no confirmatory test.
| Feature | Acute ITP | Chronic ITP |
|---|---|---|
| Typical patient | Children, 2–6 years | Adults, women 20–40 |
| Preceding illness | Viral infection or vaccination 1–3 weeks before | Usually none |
| Onset | Abrupt | Insidious |
| Duration | Self-limiting — resolves within 6 months in 80–90% | > 12 months; relapsing course |
| Treatment | Often observation alone | Usually requires treatment |
Clinical features: isolated thrombocytopenia with petechiae, purpura and mucosal bleeding, in an otherwise well patient. Splenomegaly is characteristically ABSENT — its presence should make you doubt the diagnosis and look for another cause.
Management of ITP:
- Observation for platelets above about 30 × 10⁹/L without bleeding, particularly in children — many need no treatment at all.
- First line: corticosteroids (prednisolone or high-dose dexamethasone pulses) and/or intravenous immunoglobulin — IVIG works fastest and is preferred when a rapid rise is needed (active bleeding, before surgery, in pregnancy). Anti-D immunoglobulin is an alternative in Rh-positive non-splenectomised patients.
- Second line: thrombopoietin receptor agonists (eltrombopag, romiplostim), rituximab, and splenectomy (which produces durable remission in about two-thirds, but is now used later given effective medical options; vaccinate against encapsulated organisms beforehand).
- Refractory disease: immunosuppressants (azathioprine, mycophenolate, ciclosporin), fostamatinib.
- Emergency management of life-threatening bleeding: platelet transfusion (given despite the immune destruction, in this situation only), high-dose IVIG, high-dose corticosteroid, and tranexamic acid, with consideration of emergency splenectomy.
- Avoid aspirin, NSAIDs and anticoagulants; advise against contact sports; treat *H. pylori* where present.
Do not transfuse platelets in TTP or HIT — in thrombotic thrombocytopenic purpura and heparin-induced thrombocytopenia, platelet transfusion "adds fuel to the fire", promoting further microvascular thrombosis, and can precipitate stroke or myocardial infarction. TTP presents with the pentad of thrombocytopenia, microangiopathic haemolytic anaemia with schistocytes, fever, renal impairment and fluctuating neurological signs, and is treated as an emergency with plasma exchange (plus steroids, rituximab and caplacizumab), not with platelets. Distinguishing ITP from TTP at the bedside — by looking for schistocytes, haemolysis and neurological signs — is a decision that saves lives.
Blood Components
Whole blood is rarely used; component therapy allows several patients to benefit from one donation and delivers the specific deficient element.
| Component | Contents | Indications | Storage |
|---|---|---|---|
| Packed red cells | Red cells, haematocrit ~60–70% | Symptomatic anaemia, acute blood loss | 2–6 °C, up to 35–42 days |
| Platelet concentrate | Platelets | Thrombocytopenia with bleeding; prophylaxis at very low counts; platelet function defects | 20–24 °C with agitation, 5 days (high infection risk) |
| Fresh frozen plasma | All coagulation factors | DIC, massive transfusion, liver disease with bleeding, warfarin reversal when PCC unavailable, TTP (plasma exchange) | −30 °C, 1 year |
| Cryoprecipitate | Fibrinogen, factor VIII, vWF, factor XIII, fibronectin | Hypofibrinogenaemia, DIC, massive haemorrhage | −30 °C |
| Factor concentrates | Specific factors | Haemophilia, specific deficiencies | Per product |
Modifications: leucodepletion (reduces febrile reactions, alloimmunisation and CMV transmission), irradiation (prevents transfusion-associated graft-versus-host disease in immunocompromised recipients and directed donations from relatives), and washing (for recurrent severe allergic reactions and IgA deficiency).
Principles of Safe Transfusion
- Transfuse for a clinical indication, not for a haemoglobin number. Restrictive thresholds are as safe as or safer than liberal ones in most stable patients.
- Correct the cause — iron, B12 or folate where appropriate; transfusion is not a treatment for nutritional anaemia.
- Positive patient identification at the bedside at sampling and at administration — clerical error is the commonest cause of fatal transfusion reaction.
- Informed consent; compatibility testing (ABO and Rh grouping, antibody screening, crossmatch).
- Monitor vital signs before, during the first 15 minutes (when severe reactions declare themselves), and after; complete each unit within 4 hours.
- Give only normal saline through the same line — dextrose causes haemolysis and calcium-containing fluids cause clotting.
Complications
A. Immediate immunological
| Reaction | Mechanism | Features | Management |
|---|---|---|---|
| Acute haemolytic reaction | ABO incompatibility — usually a clerical error; preformed IgM causes intravascular haemolysis | Fever, chills, loin and chest pain, hypotension, dark urine (haemoglobinuria), DIC, acute kidney injury; a sense of impending doom | STOP the transfusion immediately; maintain venous access with saline; aggressive fluids to maintain urine output; treat DIC and shock; return the unit and send samples for repeat crossmatch and Coombs test; report and investigate |
| Febrile non-haemolytic reaction | Recipient antibodies against donor leucocytes; cytokines in stored components | Fever and rigors without haemolysis; the commonest reaction | Slow or stop transfusion, paracetamol; use leucodepleted products in future |
| Allergic / urticarial | Antibodies to donor plasma proteins | Urticaria, itching; anaphylaxis in IgA-deficient recipients with anti-IgA antibodies | Antihistamine and continue for mild urticaria; adrenaline and full anaphylaxis management for severe reactions; washed cells subsequently |
| TRALI (transfusion-related acute lung injury) | Donor anti-leucocyte antibodies activating recipient neutrophils in the pulmonary vasculature | Acute dyspnoea and hypoxia with bilateral pulmonary infiltrates within 6 hours; normal jugular venous pressure and no fluid overload | Supportive — oxygen and ventilation; diuretics are unhelpful and potentially harmful; usually resolves in 48–96 hours |
B. Immediate non-immunological
- TACO (transfusion-associated circulatory overload) — pulmonary oedema from volume overload, especially in the elderly, in cardiac and renal disease, and with rapid transfusion. Presents with dyspnoea, raised JVP and hypertension — the key features distinguishing it from TRALI. Treat with oxygen, diuretics, upright posture and slowing or stopping the transfusion.
- Bacterial contamination and septic shock — highest risk with platelets (stored at room temperature): high fever, rigors and profound hypotension soon after starting. Stop, culture the unit and the patient, and give broad-spectrum antibiotics.
- Hypothermia, citrate toxicity with hypocalcaemia, hyperkalaemia, and dilutional coagulopathy — features of massive transfusion.
- Air embolism, and haemolysis from mechanical or thermal damage.
C. Delayed
- Delayed haemolytic transfusion reaction — 5–10 days later, from an anamnestic response to a minor red cell antigen: falling haemoglobin, jaundice, positive direct Coombs test.
- Transfusion-transmitted infection — HIV, hepatitis B and C, syphilis, malaria (screened for in India), and CMV, HTLV, and emerging agents. Residual risk persists because of the window period, which is why unnecessary transfusion is never harmless.
- Transfusion-associated graft-versus-host disease — rare but almost always fatal; donor lymphocytes engraft in an immunocompromised recipient. Prevented by irradiation of components; particularly important with directed donations from blood relatives, which are a specific hazard.
- Iron overload — after repeated transfusion (thalassaemia, MDS, sickle cell disease); requires chelation.
- Alloimmunisation — to red cell, HLA or platelet antigens, causing future crossmatch difficulty and platelet refractoriness.
- Post-transfusion purpura — severe thrombocytopenia about a week after transfusion.
Massive Transfusion
Defined as replacement of the whole blood volume within 24 hours, or 10 or more units. Modern practice uses a massive transfusion protocol with early balanced replacement of red cells, plasma and platelets in a fixed ratio, plus tranexamic acid in trauma, avoidance of large-volume crystalloid, and correction of the "lethal triad" of hypothermia, acidosis and coagulopathy. Monitor calcium, potassium, fibrinogen and temperature throughout.
The first action in any suspected acute transfusion reaction is to STOP the transfusion and keep the line open with normal saline. Then assess, treat and check the identity of the patient and the unit. Fever with hypotension and loin pain within minutes of starting is an ABO-incompatible haemolytic reaction until proved otherwise — almost always caused by a bedside identification error, and preventable entirely by rigorous checking of patient identity against the unit label at the bedside, by two people, every time.
Definition
Tumour lysis syndrome (TLS) is an oncological emergency caused by the rapid release of intracellular contents into the circulation following massive tumour cell death — either spontaneously or, more commonly, shortly after starting cytotoxic therapy. It is characterised by a distinctive metabolic quartet with the potential for acute kidney injury, cardiac arrhythmia, seizures and death.
Pathophysiology — Four Derangements, Each with its Own Consequence
| Abnormality | Source | Consequence |
|---|---|---|
| Hyperkalaemia | Intracellular potassium released | Cardiac arrhythmia and arrest — the earliest life-threatening abnormality |
| Hyperphosphataemia | Malignant cells contain up to 4× normal phosphate | Binds calcium → calcium phosphate deposition in renal tubules → acute kidney injury |
| Hypocalcaemia | Secondary to phosphate binding | Tetany, seizures, arrhythmia, QT prolongation |
| Hyperuricaemia | Nucleic acid breakdown → purines → uric acid | Uric acid crystal precipitation in tubules → acute kidney injury; also causes vasoconstriction and inflammation |
The two mechanisms of renal injury — urate nephropathy and calcium phosphate nephropathy — reinforce each other, and once renal function falls, potassium and phosphate rise further, creating a vicious cycle.
Risk Factors
Tumour-related:
- High-grade haematological malignancy with rapid turnover: Burkitt lymphoma, acute lymphoblastic leukaemia, high-grade non-Hodgkin lymphoma, acute myeloid leukaemia with high blast counts
- Large tumour bulk, extensive marrow involvement, high LDH, high white cell count
- Highly chemosensitive tumours — the more responsive the tumour, the greater the risk
- Rarely, bulky chemosensitive solid tumours (small cell lung cancer, germ cell tumours)
Patient-related: pre-existing renal impairment, dehydration or volume depletion, pre-treatment hyperuricaemia, acidic urine, and nephrotoxic drug exposure.
Treatment-related: initiation of chemotherapy, and also corticosteroids alone (which can lyse lymphoid tumours), radiotherapy, and targeted agents such as venetoclax, which caused TLS at high enough rates in chronic lymphocytic leukaemia to require a mandatory dose-ramp protocol.
Clinical Features
Usually within 12–72 hours of starting treatment, but may occur spontaneously before it:
- Often initially asymptomatic — detected only by biochemical monitoring, which is why at-risk patients must be monitored proactively.
- Nausea, vomiting, diarrhoea, anorexia, lethargy.
- Muscle cramps, tetany, paraesthesiae, carpopedal spasm (hypocalcaemia); positive Chvostek's and Trousseau's signs.
- Cardiac arrhythmia, palpitations, syncope, sudden death (hyperkalaemia, hypocalcaemia with QT prolongation).
- Seizures and altered consciousness.
- Oliguria, haematuria, flank pain, fluid overload — acute kidney injury.
Cairo–Bishop criteria define laboratory TLS (two or more abnormal values within 3 days before to 7 days after treatment) and clinical TLS (laboratory TLS plus renal impairment, arrhythmia, seizure or death).
Investigations
- Serial biochemistry — the mainstay: potassium, phosphate, calcium, uric acid, creatinine, urea and LDH, checked every 4–8 hours in high-risk patients during the first 24–72 hours of treatment.
- ECG and continuous cardiac monitoring — for hyperkalaemic changes (peaked T waves, widened QRS) and QT prolongation.
- Strict fluid balance and urine output monitoring; urinalysis for uric acid crystals.
- Baseline assessment of renal function and hydration before starting therapy.
Management
Prevention is far more effective than treatment, and risk stratification determines the intensity of prophylaxis.
1. Vigorous hydration — the single most important measure
Intravenous fluids started before and continued throughout chemotherapy, aiming for a high urine output to dilute urate and phosphate and maintain tubular flow. Avoid potassium-containing fluids. Monitor for fluid overload in cardiac and renal impairment; diuretics only for overload, not routinely.
2. Reduce uric acid
- Allopurinol — a xanthine oxidase inhibitor that prevents further uric acid formation but does not remove uric acid already present. Given to standard-risk patients, ideally starting 24–48 hours before chemotherapy. Reduce the dose in renal impairment, and note the interaction with azathioprine and 6-mercaptopurine (levels rise dangerously).
- Rasburicase — a recombinant urate oxidase that converts existing uric acid to the highly soluble allantoin, producing a rapid fall in urate within hours. It is the agent of choice for high-risk patients and for established TLS. Contraindicated in G6PD deficiency, where it causes severe haemolysis and methaemoglobinaemia — screen before use.
3. Correct the electrolyte abnormalities
- Hyperkalaemia — the immediate threat: calcium gluconate for cardiac protection, insulin-dextrose and salbutamol to shift potassium, and potassium binders or dialysis to remove it (see the hyperkalaemia answer).
- Hyperphosphataemia — oral phosphate binders; dialysis in severe cases.
- Hypocalcaemia — treat only if symptomatic, and cautiously, since giving calcium in the presence of a high phosphate promotes further calcium phosphate deposition in tissues and kidneys.
- Urinary alkalinisation is NO LONGER routinely recommended — although it increases uric acid solubility, it decreases calcium phosphate solubility and may worsen nephrocalcinosis, and it is unnecessary when rasburicase is available.
4. Renal replacement therapy
Indicated for refractory hyperkalaemia, severe or symptomatic hyperphosphataemia, fluid overload, uraemia, or oliguric acute kidney injury unresponsive to medical management. Have nephrology involved early in high-risk patients rather than after failure.
5. Modify the treatment
Consider a "pre-phase" of low-dose steroid or cyclophosphamide to reduce tumour bulk gradually before full chemotherapy in very high-risk patients, and use mandated dose-ramp schedules with agents such as venetoclax.
Tumour lysis syndrome can occur BEFORE any treatment is given — spontaneously, in Burkitt lymphoma and other very high turnover tumours. Check urate, potassium, phosphate and renal function at presentation in every patient with a bulky, high-grade haematological malignancy, and start hydration and urate-lowering therapy immediately, before chemotherapy. Waiting for treatment to begin before thinking about TLS is a recognised and avoidable cause of death.
Definition
Paraneoplastic syndromes are clinical manifestations of malignancy occurring at a site distant from the tumour and its metastases, caused by tumour-derived hormones, peptides, cytokines, or by cross-reactive autoantibodies (immune-mediated) — and not by direct local invasion, compression or metastatic deposit.
Why they matter:
1. They may be the first manifestation of an occult malignancy, preceding its detection by months or years — recognising one may allow diagnosis at a curable stage.
2. They may cause greater morbidity than the tumour itself.
3. They may be used to monitor treatment response and detect recurrence.
4. They frequently mimic other diseases, causing diagnostic delay.
Endocrine Paraneoplastic Syndromes
| Syndrome | Mediator | Commonest tumour | Features |
|---|---|---|---|
| SIADH | Ectopic ADH | Small cell lung carcinoma | Euvolaemic hyponatraemia, confusion, seizures |
| Ectopic ACTH (Cushing's) | ACTH | Small cell lung carcinoma, carcinoid, medullary thyroid | Rapid onset with pigmentation, profound hypokalaemic alkalosis, weakness and hyperglycaemia — often without the classic Cushingoid habitus |
| Humoral hypercalcaemia of malignancy | PTH-related peptide (PTHrP) | Squamous cell carcinoma of lung, renal, breast, head and neck | Hypercalcaemia with suppressed PTH |
| Hypoglycaemia | IGF-2 | Hepatocellular carcinoma, large mesenchymal tumours | Fasting hypoglycaemia with low insulin and C-peptide |
| Polycythaemia | Erythropoietin | Renal cell carcinoma, hepatocellular carcinoma, cerebellar haemangioblastoma, uterine fibroid | Raised haematocrit with raised erythropoietin |
| Carcinoid syndrome | Serotonin, kinins | Metastatic carcinoid | Flushing, diarrhoea, wheeze, right-sided valve disease |
Neurological Paraneoplastic Syndromes
Almost all are autoantibody-mediated, arising when the tumour expresses an antigen normally restricted to neural tissue.
| Syndrome | Antibody | Tumour | Features |
|---|---|---|---|
| Lambert–Eaton myasthenic syndrome | Anti-VGCC | Small cell lung carcinoma | Proximal weakness that improves with exercise, absent reflexes returning after exercise, autonomic features |
| Paraneoplastic cerebellar degeneration | Anti-Yo | Ovarian and breast carcinoma | Subacute pancerebellar syndrome — ataxia, dysarthria, nystagmus |
| Anti-Hu | Small cell lung carcinoma | Cerebellar degeneration, sensory neuronopathy, encephalomyelitis | |
| Limbic encephalitis | Anti-Hu, anti-Ma2 | Small cell lung, testicular | Confusion, seizures, short-term memory loss, psychiatric features |
| Anti-NMDA receptor encephalitis | Anti-NMDAR | Ovarian teratoma (young women) | Psychiatric presentation, orofacial dyskinesia, seizures, autonomic instability |
| Opsoclonus-myoclonus | Anti-Ri | Neuroblastoma (children), breast, lung | "Dancing eyes, dancing feet" |
| Subacute sensory neuronopathy | Anti-Hu | Small cell lung | Painful asymmetrical sensory loss, sensory ataxia |
Rheumatological and Musculoskeletal
- Dermatomyositis and polymyositis — dermatomyositis in an adult is paraneoplastic until proved otherwise (ovarian, lung, gastric, colorectal, nasopharyngeal carcinoma), with anti-TIF1-gamma and anti-NXP2 antibodies conferring the highest risk.
- Hypertrophic pulmonary osteoarthropathy — clubbing with periostitis of long bones, joint pain and swelling; classically with bronchogenic carcinoma and mesothelioma.
- Polyarthritis, polymyalgia-like syndromes, palmar fasciitis.
Dermatological
- Acanthosis nigricans — velvety hyperpigmented plaques in flexures; sudden extensive onset in an adult suggests gastric adenocarcinoma.
- Sign of Leser–Trélat — abrupt eruption of multiple seborrhoeic keratoses; gastrointestinal malignancy.
- Dermatomyositis rash (heliotrope, Gottron's papules).
- Necrolytic migratory erythema — glucagonoma.
- Sweet's syndrome (acute febrile neutrophilic dermatosis) — AML and myelodysplasia.
- Erythroderma, pyoderma gangrenosum, generalised pruritus (Hodgkin lymphoma), tylosis (oesophageal carcinoma).
Haematological and Other
- Anaemia of chronic disease; pure red cell aplasia (thymoma); autoimmune haemolytic anaemia (CLL, lymphoma).
- Thrombocytosis, leukemoid reaction, eosinophilia.
- Migratory thrombophlebitis — Trousseau's syndrome, classically with pancreatic adenocarcinoma; and a general hypercoagulable state with venous thromboembolism.
- Non-bacterial thrombotic (marantic) endocarditis.
- Membranous nephropathy (solid tumours) and minimal change disease (Hodgkin lymphoma).
- Cachexia and fever — mediated by TNF-alpha and IL-6; fever is characteristic of renal cell carcinoma, lymphoma and hepatocellular carcinoma.
Diagnosis and Management
Diagnosis:
- Maintain a high index of suspicion — investigate for an underlying malignancy in any patient with an unexplained syndrome from the lists above, particularly in a smoker or an older patient.
- Confirm the syndrome — measure the relevant hormone (ADH, ACTH, PTHrP, IGF-2) or onconeural antibody panel (anti-Hu, Yo, Ri, Ma2, CV2, amphiphysin, NMDAR).
- Search for the tumour — CT chest, abdomen and pelvis; PET-CT is particularly valuable for an occult primary; mammography, pelvic ultrasound, testicular ultrasound, bronchoscopy and endoscopy as directed by the syndrome.
- Repeat screening periodically if the initial search is negative but suspicion remains high, since the syndrome may precede a detectable tumour by months to years.
Management:
- Treat the underlying malignancy — this is the definitive treatment, and many paraneoplastic syndromes improve or resolve with successful tumour control.
- Syndrome-specific therapy: fluid restriction and tolvaptan for SIADH; bisphosphonates and hydration for hypercalcaemia; steroidogenesis inhibitors for ectopic ACTH; immunotherapy (steroids, IVIG, plasma exchange, rituximab) for antibody-mediated neurological syndromes — though neurological syndromes often respond poorly and incompletely, because neuronal loss has already occurred, which is why early recognition matters.
- Symptomatic and supportive care, and multidisciplinary input.
Small cell lung carcinoma is the single commonest cause of paraneoplastic syndromes and should be the first tumour you think of. It causes SIADH, ectopic ACTH, Lambert–Eaton myasthenic syndrome, cerebellar degeneration and limbic encephalitis. If asked to name a tumour with multiple paraneoplastic associations, name this one — and remember that squamous cell carcinoma of the lung causes hypercalcaemia (PTHrP) while small cell causes SIADH and ACTH, a distinction examiners test repeatedly.
Anatomy of the Mediastinum
The mediastinum lies between the two pleural cavities, bounded by the thoracic inlet above, the diaphragm below, the sternum in front and the vertebral column behind. It is divided for clinical purposes into three compartments, and the compartment is the single most useful predictor of the likely diagnosis.
| Compartment | Boundaries | Contents |
|---|---|---|
| Anterior | Sternum to anterior pericardium | Thymus, lymph nodes, fat, internal mammary vessels |
| Middle | Pericardium and its contents | Heart, great vessels, trachea and main bronchi, hilar lymph nodes, oesophagus, phrenic and vagus nerves |
| Posterior | Posterior pericardium to vertebrae | Sympathetic chain, intercostal nerves, descending aorta, oesophagus, thoracic duct, paravertebral lymph nodes |
Causes BY Compartment
Anterior mediastinum — remember the "4 T's":
The 4 T's — anterior mediastinal masses
T = Thymoma and thymic carcinoma — associated with myasthenia gravis (in 10–15% of thymomas), pure red cell aplasia and hypogammaglobulinaemia
T = Thyroid — retrosternal goitre; may cause tracheal compression and superior vena cava obstruction
T = Teratoma and other germ cell tumours — seminoma and non-seminomatous tumours; raised AFP and beta-hCG
T = "Terrible" lymphoma — Hodgkin lymphoma (nodular sclerosis) and T-cell lymphoblastic lymphoma; the commonest anterior mediastinal mass in young patients
Also: parathyroid adenoma, lymph nodes, lipoma, ascending aortic aneurysm
Middle mediastinum:
Lymphadenopathy — the commonest: tuberculosis and sarcoidosis (both frequent in India), lymphoma, metastatic carcinoma (especially bronchogenic); bronchogenic and pericardial cysts; aortic arch aneurysm; hiatus hernia; oesophageal lesions.
Posterior mediastinum:
- Neurogenic tumours — the commonest (schwannoma, neurofibroma, ganglioneuroma, neuroblastoma in children)
- oesophageal lesions (achalasia, duplication cyst, carcinoma)
- descending aortic aneurysm
- paravertebral abscess — Pott's disease (tuberculous spondylitis), an important cause in India
- extramedullary haemopoiesis (in thalassaemia).
Clinical Features
- Many are asymptomatic and found incidentally on a chest X-ray — a substantial proportion, particularly benign lesions.
- Compressive symptoms:
- Trachea and bronchi — cough, dyspnoea, stridor, recurrent infection, wheeze
- Oesophagus — dysphagia
- Superior vena cava — SVC obstruction (see below)
- Recurrent laryngeal nerve — hoarseness
- Phrenic nerve — diaphragmatic paralysis with elevated hemidiaphragm and dyspnoea
- Sympathetic chain — Horner's syndrome (ptosis, miosis, anhidrosis, enophthalmos)
- Spinal cord — paraparesis from a dumbbell neurogenic tumour extending through the intervertebral foramen
- Constitutional and systemic: fever, night sweats and weight loss (lymphoma, tuberculosis); B symptoms.
- Syndromic clues that point to the diagnosis: myasthenia gravis (thymoma), gynaecomastia (germ cell tumour), hypertension and flushing (phaeochromocytoma/paraganglioma), and pure red cell aplasia (thymoma).
Superior Vena Cava Obstruction
Compression or invasion of the SVC, most often by bronchogenic carcinoma (especially small cell) or lymphoma.
Features:
- facial and upper limb swelling and plethora, distended non-pulsatile neck veins with dilated collateral veins over the chest wall, headache worse on bending forward, cough, dyspnoea and, in severe cases, stridor and cerebral oedema with confusion.
- Pemberton's sign — facial plethora, cyanosis and respiratory distress on raising the arms above the head — is a useful bedside test.
Management:
- urgent oncological assessment
- obtain a tissue diagnosis before treatment wherever safely possible, since treatment differs radically between small cell carcinoma, lymphoma and germ cell tumour
- corticosteroids, radiotherapy or chemotherapy as appropriate
- endovascular stenting for rapid symptomatic relief in severe or refractory obstruction.
Investigations
- Chest X-ray (PA and lateral) — the lateral film localises the mass to a compartment; look for silhouette signs, tracheal deviation and rib erosion.
- CECT thorax — the primary investigation, defining the compartment, size, extent, tissue characteristics (fat, calcification, cystic components) and vascular involvement. MRI is superior for neurogenic tumours and spinal extension.
- Tumour markers: AFP and beta-hCG (germ cell tumours — markedly raised in non-seminomatous tumours), LDH.
- Blood tests: CBC, ESR, calcium, thyroid function; acetylcholine receptor antibodies if thymoma is suspected; Mantoux/IGRA and sputum studies for tuberculosis; serum ACE for sarcoidosis.
- Tissue diagnosis: CT-guided core biopsy (preferred over FNAC, which is inadequate for lymphoma), EBUS-TBNA or mediastinoscopy for middle mediastinal nodes, and surgical biopsy (VATS or anterior mediastinotomy) where needed.
- PET-CT for staging lymphoma and assessing metabolic activity.
- Pulmonary function tests with flow-volume loops to assess airway compression before anaesthesia.
Management
Determined entirely by the diagnosis:
- Thymoma — surgical resection (thymectomy); radiotherapy and chemotherapy for invasive disease; treat associated myasthenia gravis.
- Lymphoma — chemotherapy with or without radiotherapy; do not resect — the treatment is medical.
- Germ cell tumour — chemotherapy (highly curable), with surgery for residual masses.
- Retrosternal goitre — surgery if compressive or suspicious.
- Neurogenic tumours — surgical excision, with neurosurgical involvement for dumbbell lesions.
- Tuberculosis — antitubercular therapy; sarcoidosis — observation or corticosteroids.
- Cysts — excision if symptomatic.
A large anterior mediastinal mass is a serious anaesthetic hazard. Induction of general anaesthesia can cause total airway collapse or cardiovascular collapse as muscle tone is lost and the mass compresses the trachea, main bronchi, heart or great vessels — with cases of cardiac arrest on induction that could not be resuscitated. Assess with CT airway measurements, flow-volume loops and echocardiography before any anaesthetic, prefer local anaesthetic biopsy where possible, and plan with an experienced anaesthetist. Never sedate such a patient casually for a "quick biopsy".
Definition
Stroke is a sudden focal neurological deficit of vascular origin lasting more than 24 hours (or leading to death). Ischaemic stroke (80–85%) results from arterial occlusion; haemorrhagic stroke (15–20%) from vessel rupture. Stroke is a leading cause of death and the commonest cause of adult disability in India, occurring roughly a decade earlier than in Western populations.
Aetiology — Toast Classification
| Mechanism | Features |
|---|---|
| Large artery atherosclerosis | Carotid or vertebrobasilar stenosis; artery-to-artery embolism; often preceded by TIA |
| Cardioembolism | Atrial fibrillation (commonest), rheumatic mitral stenosis (important in India), prosthetic valves, recent MI with mural thrombus, infective endocarditis, cardiomyopathy, patent foramen ovale |
| Small vessel (lacunar) | Lipohyalinosis of penetrating arteries from hypertension and diabetes; produces classic lacunar syndromes |
| Other determined | Arterial dissection (young patients, neck trauma), vasculitis, antiphospholipid syndrome, hypercoagulable states, sickle cell disease, moyamoya |
| Undetermined (cryptogenic) | No cause found despite full evaluation |
Risk factors: hypertension is the single most important modifiable factor; also diabetes, smoking, dyslipidaemia, atrial fibrillation, obesity, physical inactivity, alcohol, and prior TIA or stroke.
Clinical Features BY Territory
| Territory | Features |
|---|---|
| Anterior cerebral artery | Contralateral leg > arm weakness, urinary incontinence, abulia, grasp reflex |
| Middle cerebral artery | Contralateral face and arm > leg weakness and sensory loss, homonymous hemianopia, gaze deviation towards the lesion; aphasia if dominant hemisphere, neglect if non-dominant |
| Posterior cerebral artery | Homonymous hemianopia with macular sparing, visual agnosia, memory disturbance |
| Vertebrobasilar | Crossed signs — ipsilateral cranial nerve palsy with contralateral limb weakness; vertigo, diplopia, dysarthria, dysphagia, ataxia; locked-in syndrome in basilar occlusion |
| Lacunar | Pure motor hemiparesis, pure sensory stroke, sensorimotor stroke, ataxic hemiparesis, dysarthria–clumsy hand. No cortical signs — no aphasia, neglect or visual field defect |
Investigations
- Non-contrast CT brain immediately — the first investigation, to exclude haemorrhage before thrombolysis. Early ischaemic changes may be subtle (loss of grey-white differentiation, hyperdense MCA sign, insular ribbon sign); infarct becomes clearly hypodense after 24–48 hours.
- MRI with diffusion-weighted imaging — far more sensitive for early and posterior fossa infarction.
- CT/MR angiography — to identify large vessel occlusion amenable to thrombectomy; CT perfusion to define salvageable penumbra in late-window patients.
- Cardiac: ECG and prolonged rhythm monitoring for atrial fibrillation; echocardiography for cardiac source.
- Vascular: carotid Doppler.
- Bloods: glucose (check immediately — hypoglycaemia mimics stroke), CBC, coagulation profile, renal function, lipids, HbA1c; in the young add thrombophilia screen, antiphospholipid antibodies, homocysteine, vasculitis screen and HIV.
- Swallow assessment before any oral intake — non-negotiable.
Management
1. Hyperacute — "time is brain"
- Airway, breathing, circulation; oxygen only if hypoxic; correct hypoglycaemia.
- Intravenous thrombolysis with alteplase or tenecteplase for eligible patients within the licensed window from symptom onset, after CT excludes haemorrhage. Absolute contraindications include intracranial haemorrhage, recent major surgery or trauma, active bleeding, and severe uncontrolled hypertension.
- Mechanical thrombectomy for large vessel occlusion, in an extended window when perfusion imaging shows salvageable tissue. This has transformed outcomes for proximal occlusions.
- Blood pressure: do not lower acutely in most ischaemic strokes — cerebral autoregulation is impaired and perfusion depends on systemic pressure. Lower only if extremely high, or if thrombolysis is planned (to below the required threshold), or if there is another indication such as aortic dissection or heart failure.
- Aspirin started within 24–48 hours (and after 24 hours if thrombolysed); dual antiplatelet therapy for a short period in minor stroke and high-risk TIA.
2. Stroke unit care — the intervention with the broadest mortality benefit
Organised multidisciplinary stroke unit care reduces death and dependency more reliably than any single drug. It includes:
- Nil by mouth until swallow assessed; nasogastric feeding if unsafe.
- Glycaemic control, treatment of fever and infection, avoidance of hypoxia.
- DVT prophylaxis with intermittent pneumatic compression; early mobilisation.
- Pressure area care, bladder and bowel care, and prevention of aspiration pneumonia.
- Early physiotherapy, occupational therapy and speech therapy.
3. Secondary prevention — begun before discharge
- Antiplatelet therapy (aspirin, clopidogrel) for non-cardioembolic stroke.
- Anticoagulation for atrial fibrillation — DOAC preferred over warfarin except in rheumatic mitral stenosis and mechanical valves, where warfarin is mandatory (a distinction of particular importance in India).
- High-intensity statin; blood pressure control (the single most effective long-term measure); glycaemic control; smoking cessation; weight, diet and exercise.
- Carotid endarterectomy or stenting for symptomatic high-grade carotid stenosis, performed early.
4. Rehabilitation and complications
Long-term rehabilitation with goal setting; management of spasticity (physiotherapy, botulinum toxin), post-stroke depression (common and under-treated), pain, seizures, contractures and caregiver support.
Check the capillary glucose in every suspected stroke before anything else. Hypoglycaemia produces focal deficits indistinguishable from stroke and is instantly reversible; thrombolysing a hypoglycaemic patient is a catastrophic error. Other stroke mimics to consider: seizure with Todd's paresis, migraine with aura, hypertensive encephalopathy, space-occupying lesion, and functional weakness.
Thrombolysis and thrombectomy time windows, blood pressure thresholds, and antiplatelet regimens are guideline-specific and have changed with recent trials — confirm against current stroke guidelines before publication.
Introduction
Tuberculous meningitis (TBM) is the most devastating form of extrapulmonary tuberculosis, carrying high mortality and a high rate of permanent neurological sequelae. It is common in India, particularly in children and in HIV-infected adults. Outcome depends almost entirely on how early treatment is started — which is why treatment must begin on clinical suspicion.
Pathogenesis
1. Haematogenous dissemination of *Mycobacterium tuberculosis* during primary infection seeds subpial and subependymal foci — "Rich foci".
2. Later rupture of a Rich focus into the subarachnoid space releases bacilli and antigen.
3. A thick gelatinous exudate forms, most dense at the base of the brain, producing the three cardinal complications:
- Obstruction of CSF flow → communicating hydrocephalus
- Entrapment of cranial nerves at the skull base → palsies (especially VI, then III, IV, VII)
- Obliterative endarteritis of penetrating vessels → infarction (typically basal ganglia and internal capsule), causing hemiplegia and movement disorders
CLINICAL FEATURES — THREE STAGES (British Medical Research Council)
| Stage | Features | Prognosis |
|---|---|---|
| Stage I | Prodrome of 2–8 weeks: low-grade fever, malaise, headache, anorexia, weight loss, irritability, personality change. No focal signs, fully conscious | Excellent if treated now |
| Stage II | Meningism, cranial nerve palsies, focal deficits, confusion or lethargy; papilloedema | Moderate — deficits common |
| Stage III | Coma or stupor, dense hemiplegia, decerebrate or decorticate posturing, seizures | Poor — high mortality and disability |
Key features:
- Subacute onset over weeks — the contrast with the hours-to-days onset of pyogenic meningitis, and the most useful discriminating history.
- Cranial nerve palsies — VI nerve commonest, then III, IV and VII.
- Hydrocephalus with headache, vomiting, papilloedema and deteriorating consciousness.
- Stroke from vasculitis — hemiparesis, movement disorders.
- Hyponatraemia — from SIADH or cerebral salt wasting; common and contributes to obtundation.
- Tuberculoma — focal mass lesion with seizures or focal deficit.
- Spinal arachnoiditis — radicular pain, paraparesis, sphincter disturbance.
- Look for evidence of TB elsewhere — pulmonary, lymph node, miliary; and for choroid tubercles on fundoscopy, which are pathognomonic when present.
Investigations
Lumbar puncture is the key investigation (after imaging where there is focal deficit, papilloedema or depressed consciousness):
| CSF Parameter | Tuberculous | Pyogenic | Viral |
|---|---|---|---|
| Appearance | Clear or "ground-glass"; cobweb clot on standing | Turbid/purulent | Clear |
| Cells | 100–500/µL, lymphocytic (neutrophils early) | > 1000/µL, neutrophilic | 50–1000/µL, lymphocytic |
| Protein | Markedly raised (100–500 mg/dL) | Raised | Normal or mildly raised |
| Glucose (CSF:blood ratio) | LOW (< 0.5) | VERY LOW | Normal |
| Other | ADA raised; AFB on ZN stain (low yield); CBNAAT | Gram stain and culture positive | PCR positive |
- CBNAAT (Xpert MTB/RIF Ultra) on CSF — rapid, gives rifampicin resistance status; the recommended first test, though a negative result does not exclude TBM.
- AFB smear and mycobacterial culture — culture is the gold standard but takes weeks; send a large volume of CSF (at least 6 mL) and examine repeatedly to improve yield.
- CSF ADA — supportive; not specific.
- Neuroimaging (contrast CT or MRI): basal meningeal enhancement (highly characteristic), hydrocephalus, infarcts in the basal ganglia and internal capsule, and tuberculomas with ring enhancement.
- Supporting evidence of TB: chest X-ray (miliary or primary complex), sputum and gastric aspirate for AFB, Mantoux (often negative — anergy), lymph node FNAC, HIV testing, and serum sodium.
Management
1. Antitubercular therapy — start on clinical suspicion; do not wait for culture
An intensive phase with four drugs, followed by a prolonged continuation phase. Total duration is longer than for pulmonary TB — typically 9–12 months. CNS penetration differs between drugs: isoniazid, pyrazinamide and ethionamide penetrate well; rifampicin and streptomycin penetrate poorly and ethambutol least, which shapes regimen design.
2. Corticosteroids — proven to reduce mortality
Adjunctive dexamethasone or prednisolone reduces death in all stages and should be given to every patient, tapered over 6–8 weeks. This is one of the few interventions in neuro-infection with clear mortality benefit and is a high-yield examination point.
3. Management of complications
- Hydrocephalus: serial monitoring; ventriculoperitoneal shunt or external ventricular drain for obstructive hydrocephalus with deteriorating consciousness; acetazolamide and furosemide have a limited role in communicating hydrocephalus.
- Raised intracranial pressure: head elevation, mannitol, avoidance of hypotonic fluids.
- Seizures: antiepileptic drugs — note interaction between phenytoin/carbamazepine and rifampicin.
- Hyponatraemia: distinguish SIADH (fluid restriction) from cerebral salt wasting (salt and volume replacement — fluid restriction here is harmful).
- Pyridoxine with isoniazid to prevent peripheral neuropathy.
- Paradoxical reaction — clinical or radiological worsening on treatment from immune reconstitution; managed with steroids, not by stopping ATT.
4. HIV co-infection
Screen every patient. ATT is started first, with ART deferred by a few weeks in TBM specifically, because early ART increases the risk of fatal IRIS in this setting — unlike other forms of TB where early ART is favoured.
Treat on suspicion — never wait for microbiological confirmation. Culture takes weeks, CBNAAT and smear are frequently negative, and every day of delay converts a stage I patient with an excellent prognosis into a stage III patient with permanent disability or death. A subacute meningitis with lymphocytic CSF, high protein and low glucose in an Indian patient is tuberculous until proved otherwise.
Antitubercular regimen composition and duration for CNS TB, and steroid dose and taper — confirm against current NTEP and WHO guidance.
Definition
Myasthenia gravis (MG) is an autoimmune disorder of the neuromuscular junction characterised by fatigable weakness of skeletal muscle, caused by antibodies directed against post-synaptic acetylcholine receptors (AChR) or associated proteins. It has a bimodal incidence — young women (20–40 years) and older men (over 60).
Pathophysiology
- Anti-AChR antibodies (85%) act by three mechanisms: complement-mediated destruction of the post-synaptic membrane (with loss of junctional folds), cross-linking and accelerated internalisation of receptors, and direct blockade of the binding site.
- Anti-MuSK antibodies (5–8%) — muscle-specific kinase; disrupt receptor clustering. Characteristically cause bulbar, facial and respiratory weakness with muscle atrophy, respond poorly to anticholinesterases, and respond well to rituximab.
- Anti-LRP4 and seronegative disease account for the remainder.
- The thymus is central: thymic hyperplasia in 60–70% (mostly young patients) and thymoma in 10–15% (mostly older). The thymus is thought to be the site of initial autosensitisation.
Clinical Features
The cardinal feature is FATIGABILITY — weakness that worsens with repeated or sustained activity and improves with rest, and is characteristically worse at the end of the day.
- Ocular (the presenting feature in over 50%, and eventually involved in 90%): ptosis (asymmetrical, worsening on sustained upgaze) and diplopia. The pupils are ALWAYS spared — a critical negative that distinguishes MG from a third nerve palsy or botulism.
- Bulbar: dysarthria that becomes nasal with continued talking, dysphagia with nasal regurgitation, difficulty chewing (the jaw may need to be supported), "myasthenic snarl" on attempting to smile.
- Limb: proximal weakness, arms more than legs; difficulty combing hair or climbing stairs.
- Neck: head drop from neck extensor weakness.
- Respiratory: weakness of the diaphragm and intercostals — the basis of myasthenic crisis.
- Reflexes, sensation and autonomic function are normal, and there is no wasting except in long-standing or MuSK disease.
Ocular myasthenia remains confined to the eyes in about 15%; the rest generalise, usually within 2 years.
Associations: other autoimmune disease — thyroid disease (in up to 10%), rheumatoid arthritis, SLE, pernicious anaemia.
Investigations
- Bedside tests: ice pack test (ice applied to the ptotic lid for 2 minutes improves ptosis — simple, safe and useful); sustained upgaze fatigue; Cogan's lid twitch.
- Serology: anti-AChR antibody (highly specific); anti-MuSK if AChR negative; anti-LRP4.
- Repetitive nerve stimulation — a decremental response of over 10% at low frequency.
- Single-fibre EMG — the most sensitive test, showing increased jitter and blocking.
- Edrophonium (Tensilon) test — historical; largely abandoned because of the risk of bradycardia and asystole.
- CT or MRI of the thymus in every patient — to detect thymoma, which changes management.
- Thyroid function and autoantibody screen; pulmonary function with forced vital capacity as a baseline.
| Feature | Myasthenia gravis | Lambert–Eaton myasthenic syndrome |
|---|---|---|
| Site of defect | Post-synaptic AChR | Pre-synaptic voltage-gated calcium channel |
| Antibody | Anti-AChR / anti-MuSK | Anti-VGCC |
| Weakness with exercise | Worsens | IMPROVES transiently (facilitation) |
| Ocular/bulbar involvement | Prominent | Mild or absent |
| Reflexes | Normal | Reduced or absent, returning after exercise |
| Autonomic features | Absent | Dry mouth, constipation, impotence |
| Association | Thymoma, autoimmune disease | Small cell lung carcinoma |
Management
1. Symptomatic
Acetylcholinesterase inhibitors — pyridostigmine — first-line; improves symptoms without altering the disease. Adverse effects are muscarinic (abdominal cramps, diarrhoea, salivation, bradycardia), often limited by co-prescribed antimuscarinics.
2. Immunosuppression
- Corticosteroids — highly effective. Start at a low dose and increase gradually, because rapid high-dose initiation can precipitate a transient but severe steroid-induced worsening in the first 1–2 weeks, potentially causing crisis.
- Steroid-sparing agents: azathioprine (first-line), mycophenolate mofetil, methotrexate, ciclosporin, tacrolimus.
- Rituximab — particularly effective in MuSK-positive disease; eculizumab and other complement inhibitors and FcRn antagonists for refractory generalised AChR-positive disease.
3. Thymectomy
Mandatory for thymoma at any age. Also beneficial in non-thymomatous generalised AChR-positive disease in patients under about 50–60 years, improving outcomes and reducing steroid requirement.
4. Rapid therapies — for crisis and pre-operative stabilisation
Plasma exchange and intravenous immunoglobulin, both acting within days.
5. General
Patient education about fatigue management; a card listing drugs to avoid; vaccination; treat infection promptly; and screen for and treat associated thyroid disease.
Myasthenic Crisis
Definition: respiratory failure from weakness of respiratory or bulbar muscles requiring ventilatory support. Occurs in 15–20%, usually within the first 2 years.
Precipitants: infection (commonest), surgery, pregnancy and childbirth, tapering of immunosuppression, emotional stress, and drugs.
Management:
- admit to intensive care
- monitor forced vital capacity and negative inspiratory force serially — do not rely on oxygen saturation or arterial blood gases, which fall only at a very late stage. Intubate and ventilate on the basis of declining FVC and bulbar dysfunction. Give plasma exchange or IVIG, treat the precipitant, withhold anticholinesterases while ventilated (they increase secretions), and continue or escalate immunosuppression.
Many common drugs worsen or unmask myasthenia and can precipitate crisis. The important ones are aminoglycosides, fluoroquinolones, macrolides, beta-blockers (including eye drops), calcium channel blockers, magnesium (including obstetric magnesium sulphate), phenytoin, chloroquine, penicillamine and neuromuscular blockers. Check every new prescription. Also distinguish myasthenic crisis from cholinergic crisis (from anticholinesterase excess), which additionally shows miosis, excessive salivation, sweating, bradycardia, diarrhoea and fasciculations.
Definition
Acute flaccid paralysis (AFP) is the rapid onset (over hours to days) of weakness with hypotonia and reduced or absent reflexes, in the absence of upper motor neurone signs. Quadriparesis is weakness of all four limbs, which may be flaccid (acute) or spastic (chronic or after the phase of spinal shock).
The first task is to localise the lesion, since this determines the entire differential and the investigations.
Localisation — the Key Step
| Site | Weakness Pattern | Reflexes | Sensation | Additional Clues |
|---|---|---|---|---|
| Anterior horn cell (poliomyelitis, West Nile, enterovirus) | Asymmetrical, patchy, proximal | Absent | Normal | Fever at onset, fasciculations, no sensory loss |
| Peripheral nerve (GBS, diphtheria, porphyria, toxins) | Symmetrical, ascending, distal to proximal | Absent early | Glove-and-stocking, or minimal | Cranial nerve and autonomic involvement in GBS |
| Neuromuscular junction (myasthenia, botulism, organophosphate) | Fatigable; bulbar and ocular prominent | Normal | Normal | Ptosis, diplopia; descending in botulism; pupils spared in MG, dilated in botulism |
| Muscle (periodic paralysis, myositis, rhabdomyolysis) | Proximal, symmetrical | Normal or reduced | Normal | Raised CK; potassium abnormality |
| Spinal cord (compression, transverse myelitis, trauma, infarct) | Para- or quadriparesis with a sensory LEVEL | Absent in spinal shock, later brisk with extensor plantars | Sensory level — the critical sign | Bladder and bowel involvement, back pain |
Three questions localise almost every case at the bedside. (1) Is there a sensory level? — if yes, the cord is the site until proved otherwise, and imaging is urgent. (2) Is the bladder involved? — early sphincter disturbance points to the cord, not to nerve or muscle. (3) Is the weakness ascending or descending? — ascending suggests GBS, descending suggests botulism or brainstem disease.
The Major Causes
1. Guillain–Barré syndrome — the commonest cause of AFP in adults worldwide; ascending symmetrical weakness with areflexia, preceded by infection.
2. Hypokalaemic periodic paralysis — very common in India and frequently the answer in an examination case. Sudden proximal weakness on waking or after a heavy carbohydrate meal or exertion, with preserved sensation, normal bulbar and respiratory function early, and profound hypokalaemia. Causes include thyrotoxic periodic paralysis (notably in Asian men), renal tubular acidosis (distal RTA), Gitelman and Bartter syndromes, diuretic and steroid use, and familial channelopathy. It reverses dramatically with cautious potassium replacement.
3. Transverse myelitis and cord compression — sensory level, sphincter involvement, back pain. Compression is a neurosurgical emergency.
4. Poliomyelitis and other enteroviruses — asymmetrical, pure motor, febrile at onset. All AFP under 15 years must be reported and investigated under the national AFP surveillance programme, with two stool samples for poliovirus — a public health obligation and an examination point.
5. Traumatic and vascular cord lesions; anterior spinal artery syndrome (loss of power and spinothalamic sensation with preserved dorsal columns).
6. Others: diphtheritic neuropathy (palatal palsy with accommodation paresis after a membranous pharyngitis), acute intermittent porphyria (abdominal pain, psychiatric features, motor neuropathy), toxic — organophosphate intermediate syndrome, snake envenoming (krait, cobra), heavy metals; tick paralysis; critical illness polyneuropathy and myopathy in ICU patients; and rhabdomyolysis.
Clinical Evaluation
History:
- speed of onset and progression
- ascending or descending
- preceding fever, diarrhoea or respiratory infection
- vaccination and travel history
- back pain
- bladder and bowel function
- diurnal fluctuation and fatigability
- dietary or exertional trigger
- drug, toxin and alcohol exposure
- snake bite
- family history.
Examination:
- tone, power (graded), reflexes and plantars
- search deliberately for a sensory level, and record it
- cranial nerves including pupils and bulbar function
- respiratory assessment with single-breath count and forced vital capacity
- autonomic signs (blood pressure lability, arrhythmia)
- palpate the bladder.
Investigations
- Immediate: serum potassium (hypokalaemic paralysis is instantly treatable), sodium, calcium, magnesium, creatine kinase, renal function, glucose, arterial blood gas, and ECG (U waves in hypokalaemia).
- Spinal MRI urgently if there is any sensory level, bladder involvement or back pain — cord compression must be excluded within hours.
- CSF examination: albuminocytological dissociation (high protein, normal cells) supports GBS; pleocytosis suggests infection, poliomyelitis or transverse myelitis.
- Nerve conduction studies and EMG — distinguish demyelinating from axonal neuropathy, and neuropathy from myopathy and NMJ disease; repetitive nerve stimulation for myasthenia and botulism.
- Thyroid function (thyrotoxic periodic paralysis); urine porphobilinogen; stool for poliovirus in children; antiganglioside antibodies; toxicology.
Management Principles
1. Protect the airway and breathing first. Monitor FVC and single-breath count serially; intubate on trend of deterioration, not on blood gases.
2. Correct reversible metabolic causes immediately — potassium, calcium, magnesium.
3. Exclude and treat cord compression as a surgical emergency.
4. Disease-specific therapy — IVIG or plasma exchange for GBS, immunotherapy for myasthenia and transverse myelitis, antivenom for envenoming, atropine and oximes for organophosphate poisoning.
5. Supportive care: DVT prophylaxis, pressure area care, bladder and bowel management, nutrition, physiotherapy to prevent contractures, pain management, and psychological support.
Respiratory failure is the killer in every cause of acute flaccid paralysis, and it develops silently. Oxygen saturation and arterial blood gases stay normal until the patient is close to arrest — because ventilatory failure from muscle weakness produces hypercapnia late. Monitor the forced vital capacity (or, at the bedside, ask the patient to count aloud in one breath) every few hours, and intubate on a falling trend.
Functional Anatomy
The cerebellum coordinates movement without initiating it. Three functional divisions determine the clinical picture:
- Vestibulocerebellum (flocculonodular lobe): balance and eye movement → truncal ataxia and nystagmus.
- Spinocerebellum (vermis and paravermis): axial and gait control → gait and truncal ataxia.
- Cerebrocerebellum (lateral hemispheres): planning and coordination of limb movement → limb ataxia, dysmetria, intention tremor.
Two fundamental rules: cerebellar signs are IPSILATERAL to the lesion (the pathways cross twice), and midline (vermis) lesions cause truncal and gait ataxia while hemispheric lesions cause limb ataxia.
Clinical Features — "danish"
DANISH — signs of cerebellar disease
D = Dysdiadochokinesia — impaired rapid alternating movements
A = Ataxia — broad-based, unsteady, reeling gait; not corrected by vision (unlike sensory ataxia)
N = Nystagmus — horizontal, fast phase towards the side of the lesion
I = Intention tremor — increasing amplitude as the target is approached
S = Slurred, scanning (staccato) speech — irregular in volume and rhythm
H = Hypotonia and pendular reflexes
Additional signs: dysmetria (past-pointing on finger-nose testing), rebound phenomenon, impaired heel-shin test, titubation (rhythmic head tremor), and difficulty with tandem walking. The patient falls towards the side of the lesion.
| Feature | Cerebellar ataxia | Sensory ataxia | Vestibular ataxia |
|---|---|---|---|
| Romberg's sign | Negative (unsteady with eyes open too) | POSITIVE — markedly worse on eye closure | Positive, with directional fall |
| Gait | Broad-based, reeling | High-stepping, stamping | Falls to one side |
| Nystagmus | Present | Absent | Present, with vertigo |
| Vibration/joint position | Normal | Impaired | Normal |
| Vertigo | Absent | Absent | Prominent |
Causes
- Vascular: cerebellar infarction or haemorrhage (a cerebellar haemorrhage is a neurosurgical emergency — see below), vertebrobasilar insufficiency.
- Toxic and metabolic: chronic alcohol use (anterior superior vermis degeneration — gait ataxia with relative sparing of arms and speech), phenytoin, lithium, carbamazepine, heavy metals, and Wernicke's encephalopathy.
- Demyelination: multiple sclerosis — a common cause of cerebellar signs in a young adult, with the Charcot triad of nystagmus, intention tremor and scanning speech.
- Neoplastic: cerebellar tumours (medulloblastoma and astrocytoma in children; metastases in adults), paraneoplastic cerebellar degeneration (anti-Yo with ovarian and breast cancer, anti-Hu with small cell lung cancer).
- Infective and post-infective: cerebellar abscess, tuberculoma, acute post-viral cerebellitis in children (varicella), Creutzfeldt–Jakob disease.
- Hereditary: Friedreich's ataxia (autosomal recessive, GAA repeat in the frataxin gene; ataxia with absent reflexes but extensor plantars, pes cavus, scoliosis, hypertrophic cardiomyopathy and diabetes), spinocerebellar ataxias, ataxia-telangiectasia.
- Nutritional: vitamin E and thiamine deficiency; hypothyroidism.
- Structural: Arnold–Chiari malformation, Dandy–Walker syndrome.
Investigations
MRI brain is the investigation of choice — far superior to CT for the posterior fossa (CT is degraded by bone artefact), and it will show infarction, tumour, demyelination and atrophy. Add MR angiography for vertebrobasilar disease.
Supporting tests directed by the clinical picture: vitamin B12, vitamin E, thyroid function, drug levels (phenytoin), alcohol history and liver function, HIV serology, autoimmune and coeliac screen, paraneoplastic antibody panel with a search for underlying malignancy, CSF examination for demyelination and infection, and genetic testing for hereditary ataxias.
Management
- Treat the underlying cause — this is what determines outcome: surgical decompression for cerebellar haematoma or tumour, thiamine for Wernicke's, withdrawal of the offending drug, immunotherapy for demyelination, alcohol cessation with vitamin replacement, thyroxine, and treatment of any underlying malignancy.
- Symptomatic: physiotherapy and gait training, occupational therapy, walking aids and home adaptation, speech and language therapy for dysarthria and swallowing, and treatment of tremor (clonazepam, propranolol — often disappointing).
- Falls prevention and long-term rehabilitation are the mainstay in progressive degenerative ataxias, for which no disease-modifying treatment exists.
Acute cerebellar stroke — infarct or haemorrhage — can be rapidly fatal. Swelling in the confined posterior fossa causes fourth ventricle compression with obstructive hydrocephalus and brainstem compression, often 24–72 hours after onset. A patient with sudden vertigo, vomiting, headache and inability to walk needs urgent imaging and neurosurgical review, not reassurance and an antiemetic. Deteriorating consciousness in such a patient is an emergency requiring decompression.
Definition
The operational definition has two time points that determine action:
- t1 — 5 minutes of continuous seizure activity (or two or more seizures without recovery of consciousness between them): the point at which treatment must begin, because self-termination is unlikely beyond this.
- t2 — 30 minutes: the point beyond which there is a risk of permanent neuronal injury.
Refractory status epilepticus — failure of an adequate benzodiazepine plus one second-line antiepileptic. Super-refractory — continuing or recurring 24 hours or more after starting anaesthesia.
Non-convulsive status epilepticus — altered consciousness or behaviour with electrographic seizure activity but no overt convulsion; it must be suspected in any patient who fails to wake after a seizure, and requires EEG to diagnose.
Pathophysiology
Prolonged seizures cause progressive internalisation of GABA-A receptors and mobilisation of NMDA receptors to the membrane — this is why benzodiazepines lose efficacy as the seizure continues, and why early treatment matters more than drug choice. Systemically, the first phase shows compensated hypertension, tachycardia and hyperglycaemia; after roughly 30 minutes compensation fails, giving hypotension, hypoglycaemia, hyperthermia, lactic acidosis, rhabdomyolysis, hyperkalaemia and cerebral oedema.
Causes
- In known epileptics (commonest): antiepileptic drug withdrawal or non-adherence — the single commonest precipitant — intercurrent infection, sleep deprivation, alcohol.
- Acute symptomatic: CNS infection (meningitis, encephalitis, cerebral malaria, neurocysticercosis — important in India), stroke, head injury, subarachnoid haemorrhage, tumour, hypoxic-ischaemic injury.
- Metabolic: hypoglycaemia, hyponatraemia, hypocalcaemia, hypomagnesaemia, uraemia, hepatic failure.
- Toxic: alcohol withdrawal, tricyclic antidepressants, tramadol, theophylline, isoniazid (responds specifically to pyridoxine), organophosphates, cocaine.
- Eclampsia in pregnancy — treated with magnesium sulphate, not conventional antiepileptics.
Management — a Timed Protocol
0–5 minutes — stabilise
- Airway (position, suction, oral airway, high-flow oxygen), breathing, circulation; secure intravenous access.
- CHECK CAPILLARY GLUCOSE IMMEDIATELY — give dextrose if low, with thiamine before glucose in alcoholics or the malnourished.
- Monitor ECG, blood pressure, saturation and temperature; protect from injury; note the time.
- Send bloods: glucose, electrolytes, calcium, magnesium, renal and liver function, CBC, antiepileptic drug levels, CK, arterial blood gas, and toxicology.
5–20 minutes — first-line: BENZODIAZEPINE
- Intravenous lorazepam is preferred (longer duration of anticonvulsant action than diazepam); intravenous diazepam or intramuscular midazolam where lorazepam is unavailable.
- If no intravenous access: intramuscular, buccal or intranasal midazolam — as effective as intravenous therapy in the pre-hospital setting and far quicker than establishing a line.
- A second dose may be given if seizures continue; do not give more than two doses, as further doses cause respiratory depression without added benefit.
20–40 minutes — second-line antiepileptic (intravenous loading)
Choose one and give a full loading dose: levetiracetam (well tolerated, few interactions, increasingly first choice), sodium valproate (avoid in women of childbearing potential and in hepatic disease), fosphenytoin or phenytoin (requires cardiac monitoring — risk of hypotension and arrhythmia; must not be given in dextrose, which precipitates it), or phenobarbitone.
40–60 minutes — refractory status: general anaesthesia
Transfer to intensive care; intubate and ventilate; induce anaesthesia with midazolam, propofol or thiopentone infusion, titrated with continuous EEG monitoring to seizure suppression or burst-suppression. Maintain for 24 hours, then wean while continuing maintenance antiepileptics. Support blood pressure with vasopressors as required.
Throughout — treat the cause and the complications
- Empirical antibiotics and aciclovir if CNS infection is suspected; imaging and lumbar puncture once the patient is stable.
- Pyridoxine for isoniazid-induced seizures; magnesium sulphate for eclampsia.
- Correct electrolytes, treat hyperthermia with active cooling, manage rhabdomyolysis with fluids, and give thromboprophylaxis.
- Continue maintenance antiepileptic therapy — controlling the seizure without starting maintenance guarantees recurrence.
Two errors dominate. The first is delay — waiting to see whether the seizure will stop. Every minute reduces benzodiazepine efficacy and increases neuronal injury; treat at 5 minutes. The second is under-dosing the benzodiazepine and then repeating it indefinitely instead of moving to a second-line loading dose. Escalate on the clock, not on impression.
Drug doses and infusion rates for every step of this protocol vary between national guidelines — confirm the exact regimen against your institutional or national protocol before printing.
Migraine — Definition
Migraine is a primary headache disorder characterised by recurrent attacks of moderate to severe, often unilateral, throbbing headache lasting 4–72 hours, aggravated by routine activity, and accompanied by nausea, vomiting, photophobia and phonophobia. It affects up to 15% of the population, women three times more often than men.
Pathophysiology
The old vascular theory has been replaced by a neurovascular model: cortical spreading depression (a wave of neuronal depolarisation followed by suppression, moving across the cortex at 3–5 mm/min) underlies the aura; activation of the trigeminovascular system releases calcitonin gene-related peptide (CGRP) and substance P, causing neurogenic inflammation, meningeal vasodilatation and pain. CGRP is the target of the newest and most effective preventive drugs.
Clinical Features — the Four Phases
1. Prodrome (hours to days before): mood change, yawning, food craving, neck stiffness, fatigue.
2. Aura (in about 25%): fully reversible focal neurological symptoms developing over 5–20 minutes and lasting under 60 minutes. Most commonly visual — fortification spectra, zigzag lines, scintillating scotoma; less often sensory (spreading paraesthesiae), speech disturbance, or motor (hemiplegic migraine).
3. Headache: unilateral (though may be bilateral), pulsating, moderate to severe, worsened by movement, with nausea, vomiting, photophobia and phonophobia; the patient seeks a dark quiet room.
4. Postdrome: exhaustion, poor concentration, "hangover" feeling for a day.
Triggers: stress and relief from stress, missed meals and fasting, sleep deprivation or excess, menstruation and the oral contraceptive pill, alcohol (especially red wine), specific foods (cheese, chocolate, MSG, aspartame), bright light, strong smells, and weather change.
Diagnosis and Red Flags
Migraine is a clinical diagnosis; no investigation confirms it. Imaging is required only if there are red flags — the SNOOP features:
- Systemic symptoms (fever, weight loss) or Secondary risk (HIV, cancer, immunosuppression)
- Neurological signs or deficit
- Onset sudden ("thunderclap" — think subarachnoid haemorrhage)
- Older age at onset (new headache over 50 — think giant cell arteritis or tumour)
- Papilloedema, Pattern change, Positional or Precipitated by Valsalva.
Management
Acute treatment — take early, at the first sign:
- Simple analgesics: aspirin, paracetamol, NSAIDs — effective for many attacks.
- Antiemetics: metoclopramide or domperidone — treat nausea and also improve absorption of analgesics through gastric stasis.
- Triptans (sumatriptan, rizatriptan) — 5-HT1B/1D agonists; the specific acute treatment for moderate to severe attacks. Contraindicated in ischaemic heart disease, uncontrolled hypertension, and hemiplegic or basilar migraine.
- CGRP receptor antagonists (gepants) and ditans where triptans are contraindicated or ineffective.
- Avoid opioids — they are ineffective and promote medication-overuse headache.
Preventive treatment — indicated for four or more attacks per month, disabling attacks, or acute treatment failure:
- Beta-blockers (propranolol) — first-line; avoid in asthma.
- Amitriptyline — useful where there is coexisting tension headache, insomnia or depression.
- Topiramate and sodium valproate (valproate must be avoided in women of childbearing potential).
- Flunarizine — widely used in India.
- CGRP monoclonal antibodies (erenumab, fremanezumab, galcanezumab) — highly effective for refractory chronic migraine.
- Botulinum toxin for chronic migraine.
- Preventives must be given an adequate trial of 2–3 months at a therapeutic dose before being judged ineffective.
Non-pharmacological: headache diary to identify triggers, regular sleep and meals, hydration, exercise, stress management, and limiting acute medication to fewer than 10–15 days per month to prevent medication-overuse headache — an under-recognised and very common cause of chronic daily headache.
Trigeminal Neuralgia
Definition: a disorder of paroxysmal, brief, severe, electric shock-like or stabbing facial pain confined to one or more divisions of the trigeminal nerve, triggered by innocuous stimuli. Also known as tic douloureux. It is commoner in women over 50.
Aetiology:
- Classical: neurovascular compression of the trigeminal root entry zone, usually by an aberrant loop of the superior cerebellar artery, causing focal demyelination.
- Secondary: multiple sclerosis (suspect strongly in a young patient or where the pain is bilateral), cerebellopontine angle tumour, brainstem infarct, herpes zoster.
Clinical features:
- Unilateral, in the maxillary (V2) and mandibular (V3) divisions most often; ophthalmic division is least commonly involved.
- Paroxysms lasting seconds to two minutes, repeated many times a day, with complete freedom between attacks in the early years.
- Triggered by light touch — washing the face, shaving, brushing teeth, chewing, talking, cold wind. Patients may avoid eating and washing, and lose weight.
- The neurological examination is NORMAL in classical trigeminal neuralgia. Sensory loss, corneal reflex depression, or other cranial nerve signs indicate a secondary cause and mandate MRI.
Investigations: MRI brain with dedicated trigeminal sequences — to demonstrate neurovascular compression and to exclude multiple sclerosis and tumour, particularly in the young or where there are abnormal signs.
Management:
- Carbamazepine — the drug of choice and first-line, with a response that is so characteristic that failure should prompt review of the diagnosis. Monitor for hyponatraemia, rash including SJS/TEN (HLA-B*1502 association), leucopenia and ataxia.
- Oxcarbazepine — better tolerated alternative; also lamotrigine, baclofen, gabapentin, pregabalin and phenytoin.
- Surgical options for drug failure or intolerance: microvascular decompression (Jannetta procedure — the most durable, addressing the cause), percutaneous procedures (radiofrequency thermocoagulation, glycerol injection, balloon compression), and stereotactic radiosurgery (gamma knife).
Bilateral trigeminal neuralgia, onset under 40, or any sensory loss = investigate for multiple sclerosis or a structural lesion. Classical trigeminal neuralgia is unilateral, occurs in older patients, and has a completely normal examination. This distinction is asked repeatedly and it changes management entirely.
Definitions
A seizure is a transient occurrence of signs or symptoms due to abnormal excessive or synchronous neuronal activity in the brain. Epilepsy is a disease of the brain defined by any of:
- Two or more unprovoked seizures more than 24 hours apart, or
- One unprovoked seizure with a probability of further seizures of at least 60% (for example, with a structural lesion or epileptiform EEG), or
- Diagnosis of an epilepsy syndrome.
A provoked (acute symptomatic) seizure — due to hypoglycaemia, hyponatraemia, alcohol withdrawal, drugs, fever or acute brain injury — is not epilepsy, and treatment is directed at the cause.
Classification (ilae)
| Type | Subtypes | Features |
|---|---|---|
| Focal onset | Aware (formerly simple partial) | Consciousness preserved; motor, sensory, autonomic or psychic symptoms; Jacksonian march; Todd's paresis afterwards |
| Impaired awareness (formerly complex partial) | Temporal lobe origin; aura (epigastric rising, déjà vu, olfactory hallucination), automatisms (lip smacking, fumbling), postictal confusion | |
| Focal to bilateral tonic-clonic | Secondary generalisation | |
| Generalised onset | Tonic-clonic | Sudden loss of consciousness, tonic then clonic phase, tongue biting (lateral), incontinence, postictal confusion and drowsiness |
| Absence | Children; brief blank staring with abrupt onset and offset, no postictal phase; 3 Hz spike-and-wave EEG; provoked by hyperventilation | |
| Myoclonic, tonic, atonic | Brief shock-like jerks; drop attacks | |
| Unknown onset | — | Insufficient information |
Aetiology BY Age
- Children and young adults: idiopathic and genetic epilepsies, birth injury, congenital malformation, febrile seizures, neurocysticercosis (a leading cause of new-onset seizures in India).
- Adults: head trauma, neurocysticercosis and tuberculoma, alcohol, tumour, cerebrovascular disease.
- Elderly: cerebrovascular disease (commonest), tumour, degenerative disease, metabolic.
Investigations
- The diagnosis is clinical and rests on the history — especially an eyewitness account, which is more valuable than any test.
- EEG — supports the diagnosis and classifies the syndrome; a normal EEG does not exclude epilepsy, and epileptiform discharges occur in some people without seizures. Sleep-deprived and prolonged recordings improve yield.
- MRI brain — the imaging of choice for all except clear-cut idiopathic generalised epilepsy; identifies hippocampal sclerosis, cortical malformation, tumour, and neurocysticercosis (CT is better for the calcified scolex).
- Bloods: glucose, sodium, calcium, magnesium, renal and liver function, CBC; prolactin rises transiently after a generalised seizure but is unreliable.
- ECG — to exclude cardiac syncope and long QT syndrome masquerading as seizure.
- Consider lumbar puncture if infection is suspected.
| Feature | Seizure | Syncope | Psychogenic non-epileptic seizure |
|---|---|---|---|
| Onset | Sudden, may have aura | Prodrome — nausea, sweating, greying vision | Situational, gradual |
| Posture | Any, including supine | Usually upright | Any |
| Duration | 1–3 minutes | Seconds | Often prolonged, fluctuating |
| Movements | Tonic then clonic, synchronous | Brief myoclonic jerks | Asynchronous, pelvic thrusting, side-to-side head movement |
| Eyes | Open | Open | Tightly closed and resisting opening |
| Tongue biting | Lateral | Rare | Tip, if any |
| Recovery | Prolonged postictal confusion | Rapid and complete | Variable, often rapid with emotional distress |
Management
General principles: treatment is usually started after a second unprovoked seizure, or after a first with high recurrence risk. Aim for monotherapy at the lowest effective dose, titrated slowly, choosing the drug by seizure type, comorbidity, age, sex and cost.
| Seizure type | First-line options |
|---|---|
| Focal | Carbamazepine, lamotrigine, levetiracetam, oxcarbazepine |
| Generalised tonic-clonic | Sodium valproate, lamotrigine, levetiracetam |
| Absence | Ethosuximide, sodium valproate (carbamazepine worsens absence) |
| Myoclonic | Sodium valproate, levetiracetam (carbamazepine and phenytoin worsen myoclonus) |
Counselling — as important as the prescription:
- Adherence — non-adherence is the commonest cause of breakthrough seizures and status epilepticus.
- Driving restrictions as per regulation; avoid swimming alone, working at heights, and operating dangerous machinery; take showers rather than baths.
- Sleep, alcohol and trigger avoidance; recognition of prodrome; first-aid instruction for family.
- Women: valproate must be avoided in women of childbearing potential because of major teratogenicity and neurodevelopmental harm; discuss contraception (enzyme-inducing drugs reduce oral contraceptive efficacy), pre-conception folic acid, and planned pregnancy with the lowest effective dose of the safest agent.
- Withdrawal may be considered after 2–5 years seizure-free, with slow tapering and discussion of recurrence risk.
Drug-resistant epilepsy (failure of two appropriate, tolerated drugs): refer for evaluation for epilepsy surgery (temporal lobectomy for hippocampal sclerosis is highly effective), vagal nerve stimulation, or ketogenic diet.
Phenytoin Toxicity
Phenytoin has zero-order (saturable) kinetics — once the metabolic pathway is saturated, a small dose increase produces a disproportionate, sometimes dramatic rise in serum level. This is the pharmacological basis of its narrow therapeutic index and the reason toxicity is common.
Features, which appear in a characteristic sequence as the level rises:
- Nystagmus (earliest)
- Ataxia and dysarthria
- Drowsiness, confusion
- Coma, and paradoxically increased seizures at very high levels
- Acute intravenous toxicity: hypotension, bradycardia and arrhythmia from rapid infusion (largely due to the propylene glycol diluent) — hence the requirement for slow administration with cardiac monitoring.
Chronic adverse effects (important for counselling): gingival hyperplasia, hirsutism and coarsening of facial features, acne, megaloblastic anaemia (folate antagonism), osteomalacia (vitamin D catabolism), peripheral neuropathy, cerebellar atrophy, DRESS and SJS/TEN, hepatotoxicity, and teratogenicity (fetal hydantoin syndrome).
Interactions: phenytoin is a potent enzyme inducer — reducing levels of oral contraceptives, warfarin, corticosteroids and antiretrovirals; and its own level is raised by isoniazid, cimetidine, fluconazole and sodium valproate (which also displaces it from protein binding).
Management of toxicity: stop the drug, supportive care with cardiac monitoring, activated charcoal in acute overdose (with repeated doses for enhanced elimination), and correction of hypotension. There is no antidote; dialysis is ineffective because of high protein binding. Measure the free (unbound) level in hypoalbuminaemia and renal failure, where the total level underestimates toxicity.
Definition
Syncope is a transient loss of consciousness due to global cerebral hypoperfusion, characterised by rapid onset, short duration and spontaneous complete recovery. The definition excludes other causes of transient loss of consciousness — seizure, hypoglycaemia, intoxication and psychogenic attacks — which is why the mechanism is part of the definition.
Classification and Causes
| Type | Mechanism | Examples |
|---|---|---|
| Reflex (neurally mediated) — commonest | Inappropriate autonomic reflex causing vasodilatation and/or bradycardia | Vasovagal (emotion, pain, prolonged standing, heat, venepuncture); situational (micturition, defecation, cough, swallow); carotid sinus hypersensitivity (tight collar, head turning — in the elderly) |
| Orthostatic hypotension | Failure to maintain blood pressure on standing (fall ≥ 20 mmHg systolic or ≥ 10 mmHg diastolic within 3 minutes) | Drugs (antihypertensives, diuretics, nitrates, alpha-blockers, antidepressants), volume depletion, autonomic failure (diabetes, Parkinson's disease, amyloidosis), adrenal insufficiency |
| Cardiac — the dangerous group | Arrhythmia | Bradyarrhythmia — sick sinus syndrome, complete heart block; tachyarrhythmia — VT, SVT, long QT syndrome, Brugada syndrome |
| Structural | Aortic stenosis, hypertrophic obstructive cardiomyopathy, massive pulmonary embolism, cardiac tamponade, atrial myxoma, aortic dissection |
Clinical Distinction — the Critical Task
The essential job is to identify cardiac syncope, which carries a substantially increased risk of sudden death, and separate it from benign reflex syncope.
| Feature | Reflex (vasovagal) | Cardiac |
|---|---|---|
| Trigger | Emotion, pain, standing, heat, crowded room | Exertion, or none; may occur supine |
| Prodrome | Nausea, sweating, pallor, greying of vision, warmth | Absent or very brief — "sudden collapse" |
| Posture | Almost always upright | Any, including lying down |
| Palpitations | Uncommon | Common before the event |
| Recovery | Rapid but with lingering nausea and fatigue | Rapid and complete |
| Age and history | Young, recurrent since adolescence | Older; known heart disease; family history of sudden death |
| Injury | Uncommon | More common |
Red flags mandating urgent cardiac evaluation and usually admission: syncope during exertion or while supine, associated chest pain or palpitations, abnormal ECG, known structural heart disease or heart failure, family history of sudden cardiac death under 40, and syncope causing significant injury.
Syncope on exertion is aortic stenosis or hypertrophic obstructive cardiomyopathy until proved otherwise, and both can cause sudden death. Examine specifically for an ejection systolic murmur, slow-rising pulse and displaced apex, and obtain an urgent echocardiogram. "Fainted while playing" is never a benign history in a young person.
Differentiation from Seizure
Reflex syncope may be accompanied by a few brief myoclonic jerks (convulsive syncope) as cerebral perfusion falls, and this is frequently misdiagnosed as epilepsy. Distinguishing features favouring syncope are the upright posture, autonomic prodrome, brief duration, absence of lateral tongue biting, and rapid complete recovery without prolonged confusion.
Investigations
- History from the patient AND an eyewitness — the single most valuable investigation.
- Full examination including lying and standing blood pressure, cardiac auscultation, and neurological examination.
- 12-lead ECG in every patient — looking for conduction disease, long or short QT, Brugada pattern, delta wave (WPW), pathological Q waves, and left ventricular hypertrophy.
- Bloods: haemoglobin (anaemia and occult bleeding), glucose, electrolytes; pregnancy test where relevant.
- Echocardiography where structural disease is suspected or the ECG is abnormal.
- Ambulatory rhythm monitoring — Holter, external loop recorder, or implantable loop recorder for infrequent unexplained episodes with suspected arrhythmia.
- Tilt-table testing for recurrent unexplained reflex syncope; carotid sinus massage in the elderly (avoid with carotid bruit or recent stroke).
- Exercise testing for exertional syncope; electrophysiological study in selected cases.
- EEG and neuroimaging are NOT indicated in typical syncope — they are over-ordered and low-yield unless the history suggests seizure or there are focal neurological signs.
Management
Reflex syncope:
- Reassurance and education — explain the mechanism and its benign prognosis; identify and avoid triggers.
- Recognise the prodrome and act: lie down and elevate the legs immediately.
- Physical counter-pressure manoeuvres — leg crossing with tensing, handgrip, arm tensing — abort many attacks.
- Adequate salt and fluid intake; avoid prolonged standing, heat and dehydration; review and reduce hypotensive drugs.
- Midodrine or fludrocortisone in selected refractory cases; pacing only for documented severe cardioinhibitory syncope.
Orthostatic hypotension: withdraw or reduce culprit drugs (the most effective single measure), increase salt and fluid, compression stockings and abdominal binders, sleep with the head of the bed elevated, rise slowly in stages, and use midodrine or fludrocortisone if measures fail.
Cardiac syncope: treat the underlying cause — permanent pacemaker for bradyarrhythmia and heart block, antiarrhythmics or ICD for ventricular arrhythmia and inherited channelopathies, valve replacement for aortic stenosis, and management of hypertrophic cardiomyopathy. Advise on driving restrictions until the cause is treated.
Definition
Guillain–Barré syndrome (GBS) is an acute, immune-mediated, inflammatory polyradiculoneuropathy characterised by rapidly progressive, symmetrical, ascending flaccid weakness with areflexia, reaching maximum severity within 4 weeks. It is the commonest cause of acute flaccid paralysis worldwide since the control of poliomyelitis.
Pathogenesis
Molecular mimicry: antibodies raised against microbial epitopes cross-react with gangliosides on peripheral nerve myelin and axolemma, causing complement-mediated demyelination or axonal injury.
Antecedent infection in about two-thirds, 1–3 weeks before onset:
- *Campylobacter jejuni* — the commonest, associated with preceding diarrhoea and with the axonal (AMAN) variant and a worse prognosis
- Cytomegalovirus, Epstein–Barr virus, *Mycoplasma pneumoniae*, HIV, hepatitis E
- Zika and dengue virus — relevant in India
- Rarely following vaccination or surgery
Variants
| Variant | Features |
|---|---|
| AIDP (acute inflammatory demyelinating polyradiculoneuropathy) | The commonest form in Europe and North America; demyelinating on NCS |
| AMAN (acute motor axonal neuropathy) | Pure motor, axonal; commoner in Asia including India and in children; follows *Campylobacter*; anti-GM1 |
| AMSAN | Motor and sensory axonal; more severe, slower recovery |
| Miller–Fisher syndrome | Ophthalmoplegia, ataxia and areflexia; anti-GQ1b antibody; generally good prognosis |
| Others | Pharyngeal-cervical-brachial; Bickerstaff brainstem encephalitis |
Clinical Features
- Progressive, symmetrical, ASCENDING weakness beginning in the legs and moving proximally, over days to a maximum by 2–4 weeks. Weakness is usually greater proximally than distally.
- Areflexia or hyporeflexia — an essential feature. Its absence should prompt reconsideration of the diagnosis.
- Sensory symptoms — paraesthesiae and neuropathic pain (often severe and under-treated) are common, but objective sensory signs are mild.
- Back and limb pain is frequent and may dominate early, delaying diagnosis.
- Cranial nerve involvement in about half — bilateral facial weakness is characteristic; bulbar weakness causes dysphagia and aspiration risk.
- Respiratory muscle weakness in 25–30%, requiring ventilation — the principal cause of death.
- Autonomic dysfunction in up to two-thirds — labile blood pressure, arrhythmias, sinus tachycardia, bradycardia and asystole (especially on tracheal suction), ileus, urinary retention, and abnormal sweating.
- Sphincter function is usually preserved early — its early loss suggests a spinal cord lesion instead.
Investigations
- CSF: "albuminocytological dissociation" — raised protein with a normal cell count. Note that this is often normal in the first week and becomes abnormal by the second — a normal early CSF does not exclude GBS. A raised cell count should prompt a search for HIV, Lyme disease, or malignant infiltration.
- Nerve conduction studies — the most useful confirmatory test: prolonged distal latencies, conduction block, temporal dispersion, absent or prolonged F-waves (early), and slowed conduction velocity in demyelinating forms; reduced amplitudes in axonal forms.
- Serial forced vital capacity and single-breath count — the most important monitoring investigation.
- Antiganglioside antibodies — anti-GM1 (AMAN), anti-GQ1b (Miller–Fisher).
- Stool culture and serology for *Campylobacter*; HIV testing in every patient; electrolytes (hyponatraemia from SIADH is common), ECG for arrhythmia.
- MRI spine with contrast where the diagnosis is uncertain — shows nerve root enhancement, and excludes cord compression, the critical differential.
Management
1. Monitoring and supportive care — where lives are saved
- Serial FVC (and single-breath count at the bedside). Elective intubation on a declining trend, before exhaustion — do not wait for hypoxia or a rising CO2, which are terminal events.
- Continuous cardiac monitoring for autonomic arrhythmia; caution with tracheal suction, which can precipitate bradycardia and asystole; treat labile blood pressure conservatively with short-acting agents.
- DVT prophylaxis (high risk from immobility), pressure area care, physiotherapy to prevent contractures, bladder and bowel care, and early nutritional support.
- Neuropathic pain management — gabapentin, pregabalin, amitriptyline; pain is frequently severe and inadequately treated.
- Psychological support — patients are often fully alert while progressively paralysed and ventilated, which is profoundly frightening.
2. Disease-modifying treatment
- Intravenous immunoglobulin or plasma exchange — equally effective; IVIG is usually preferred for ease of administration and availability. Give to patients who are unable to walk unaided, or who are deteriorating rapidly, and within the first 2 weeks of onset for maximal benefit.
- Combining the two confers no additional benefit.
- CORTICOSTEROIDS ARE NOT EFFECTIVE and should not be used — a favourite examination point, and a genuine clinical error.
3. Rehabilitation — prolonged multidisciplinary rehabilitation is required; recovery follows the reverse order of onset and may take months.
Prognosis
About 80% walk independently at 6 months and 60% recover full strength at 1 year; mortality is 3–10%, from respiratory failure, autonomic arrhythmia, pulmonary embolism and sepsis. Poor prognostic factors: older age, rapid onset, need for ventilation, preceding diarrhoeal (Campylobacter) illness, axonal variant, and low distal motor amplitudes on nerve conduction studies. Around 5–10% relapse or evolve into CIDP (chronic inflammatory demyelinating polyneuropathy) if progression continues beyond 8 weeks.
Never rely on pulse oximetry or arterial blood gases to decide when to ventilate in GBS. Neuromuscular respiratory failure preserves oxygenation until immediately before collapse. Measure the forced vital capacity serially — a falling trend, weak cough, difficulty counting past 15 in one breath, or bulbar weakness with pooling secretions are the indications for elective intubation.
Definition
Bell's palsy is an acute, idiopathic, unilateral lower motor neurone facial nerve palsy, and is the commonest cause of acute facial paralysis, accounting for around 70% of cases. It is a diagnosis of exclusion, made when no other cause is identified.
Aetiology
The prevailing view is reactivation of latent herpes simplex virus type 1 in the geniculate ganglion, producing inflammation and oedema of the nerve within the narrow facial canal, causing compression and ischaemic demyelination. Risk is increased in pregnancy (especially the third trimester), diabetes mellitus, hypertension, obesity and immunosuppression.
Anatomy That Explains the Signs
The facial nerve supplies the muscles of facial expression, carries taste from the anterior two-thirds of the tongue (chorda tympani), supplies the stapedius, and carries parasympathetic fibres to the lacrimal and salivary glands. The level of the lesion determines the additional features — a lesion proximal to the chorda tympani causes loss of taste; proximal to the nerve to stapedius causes hyperacusis; and involvement of the greater petrosal nerve causes reduced tearing.
Clinical Features
- Abrupt onset, typically progressing over hours and maximal within 72 hours.
- Unilateral facial weakness involving the WHOLE side of the face, including the forehead — the patient cannot wrinkle the forehead or close the eye on the affected side.
- Bell's phenomenon — the eyeball rolls upwards on attempted eye closure, exposing the sclera.
- Loss of the nasolabial fold, drooping of the angle of the mouth, drooling, difficulty with speech articulation, and food collecting in the cheek.
- Hyperacusis (loss of stapedius damping), loss of taste over the anterior two-thirds of the tongue, and reduced lacrimation, depending on the level of the lesion.
- Pain behind the ear for a day or two before or with the onset — common and often the first symptom.
- Incomplete eye closure with exposure keratitis — the main risk to the patient's long-term wellbeing.
The single most important clinical decision is whether the forehead is spared. In an upper motor neurone (supranuclear) lesion — a stroke — the forehead is SPARED, because the upper facial muscles receive bilateral cortical innervation; the patient can wrinkle the forehead and close the eye, and emotional facial movement may be preserved. Lower motor neurone lesions involve the whole hemiface. A patient with facial weakness sparing the forehead has had a stroke until proved otherwise and must be managed as such, not treated as Bell's palsy.
DIFFERENTIAL DIAGNOSIS — features that make it NOT Bell's palsy
- Bilateral facial palsy — GBS, sarcoidosis, Lyme disease, HIV, leukaemia, leprosy.
- Vesicles in the external auditory canal or pinna with severe pain — Ramsay Hunt syndrome (herpes zoster oticus), which has a worse prognosis and requires antivirals.
- Gradual onset or progression beyond 3 weeks, or no recovery by 4 months — suspect a tumour (parotid malignancy, cerebellopontine angle tumour, cholesteatoma).
- Other cranial nerve involvement or limb signs — brainstem lesion.
- Parotid mass — parotid malignancy infiltrating the nerve.
- Recurrent palsy — consider tumour, sarcoidosis, or Melkersson–Rosenthal syndrome (recurrent facial palsy, facial oedema, fissured tongue).
- Trauma, otitis media, diabetes and hypertension as contributory factors.
Investigations
Typical Bell's palsy requires no investigation. Investigate when atypical features are present:
- Blood glucose and HbA1c, blood pressure — commonly associated and worth checking in all.
- Serology for Lyme disease (in endemic areas), HIV, and VZV.
- MRI brain with contrast — for atypical presentation, progression, no recovery, other cranial nerve involvement or suspected mass.
- Nerve conduction studies and electroneuronography after 1–2 weeks in severe cases, to assess the degree of degeneration and prognosis.
- Slit lamp examination if there is any corneal concern.
Management
1. Corticosteroids — the key treatment
Oral prednisolone, started within 72 hours of onset, significantly improves the rate and completeness of recovery. This is the intervention with the strongest evidence, and the window matters — the earlier the better.
2. Antivirals
Aciclovir or valaciclovir added to steroids may confer modest additional benefit in severe or complete palsy, and are definitely indicated in Ramsay Hunt syndrome. They are not recommended as monotherapy.
3. EYE CARE — the most important practical measure
Corneal exposure is the one complication that can cause permanent harm.
- Artificial tears frequently during the day and lubricating ointment at night.
- Tape or patch the eye closed at night; protective glasses outdoors.
- Urgent ophthalmology referral for any redness, pain or visual disturbance.
4. Supportive
Facial exercises and massage; reassurance about the very good prognosis; analgesia for the retroauricular pain; and psychological support, since facial disfigurement is distressing.
5. For incomplete recovery — physiotherapy, botulinum toxin for synkinesis and contracture, and surgical procedures (tarsorrhaphy, gold weight implant, facial reanimation) in selected patients.
Prognosis
Excellent — 70–85% recover completely, most beginning to improve within 3 weeks and completing recovery by 3–4 months. Recovery is less complete with complete palsy at onset, older age, diabetes, hypertension, severe pain, and Ramsay Hunt syndrome. Complications of incomplete recovery include synkinesis (involuntary co-movement, such as eye closure on smiling), crocodile tears (gustatory lacrimation from aberrant regeneration), contracture and hemifacial spasm.
Definition
A transient ischaemic attack (TIA) is a transient episode of neurological dysfunction caused by focal brain, spinal cord or retinal ischaemia, WITHOUT acute infarction. The modern tissue-based definition has replaced the old time-based one (symptoms under 24 hours), because up to half of patients with symptoms resolving within an hour show infarction on diffusion-weighted MRI — and such patients have had a stroke, not a TIA.
Clinically, most TIAs resolve within an hour.
WHY It Matters
A TIA is a medical emergency and a warning of impending stroke. The risk of stroke is highest in the first 48 hours to 7 days, and urgent assessment and treatment reduce that risk by around 80%. The phrase to remember is that a TIA is to the brain what unstable angina is to the heart.
Aetiology
Identical to ischaemic stroke: large artery atherosclerosis with artery-to-artery embolism (carotid bifurcation, vertebrobasilar), cardioembolism (atrial fibrillation, valvular disease, endocarditis), small vessel disease, arterial dissection, and hypercoagulable states.
Clinical Features
Symptoms are sudden in onset, focal, and maximal at onset (unlike the spreading march of migraine aura or a seizure).
- Carotid territory: unilateral weakness or sensory loss of face, arm and leg; dysphasia; and amaurosis fugax — painless transient monocular visual loss, classically described as a curtain descending over the vision, from retinal artery embolism.
- Vertebrobasilar territory: bilateral or alternating weakness, ataxia, vertigo, diplopia, dysarthria, dysphagia, and bilateral visual loss.
- Non-focal symptoms — isolated dizziness, syncope, generalised weakness, confusion or incontinence — are NOT a TIA and should prompt a different line of enquiry.
Differential diagnosis (TIA mimics): migraine with aura (gradual march over minutes, positive visual phenomena, headache), focal seizure with Todd's paresis, hypoglycaemia, syncope, vestibular disorders, functional symptoms, and structural lesions such as subdural haematoma or tumour.
Risk Stratification
The ABCD2 score has traditionally been used to estimate short-term stroke risk: Age ≥ 60, Blood pressure ≥ 140/90, Clinical features (unilateral weakness scoring highest, speech disturbance without weakness next), Duration (≥ 60 minutes highest), and Diabetes.
Current practice, however, is to treat every suspected TIA as high risk and investigate urgently, rather than to use the score to defer assessment — the score has been shown to miss patients with critical carotid stenosis and atrial fibrillation.
Investigations — Urgent, Ideally Within 24 Hours
- Brain imaging — MRI with diffusion-weighted imaging is preferred and identifies infarction (which reclassifies the event as a stroke) and mimics.
- Carotid imaging (Doppler, CT or MR angiography) urgently — because symptomatic carotid stenosis requires endarterectomy within days, and delay loses the benefit.
- ECG, and prolonged ambulatory rhythm monitoring to detect paroxysmal atrial fibrillation — the yield rises with longer monitoring.
- Echocardiography where a cardiac source is suspected.
- Bloods: glucose (exclude hypoglycaemia), CBC, ESR (giant cell arteritis in the elderly with visual symptoms), renal function, lipids, HbA1c, coagulation; and in the young, thrombophilia and antiphospholipid screen, homocysteine, and vasculitis workup.
Management
1. Immediate antithrombotic therapy
- Aspirin immediately on suspicion, once haemorrhage is excluded on imaging.
- Short-course dual antiplatelet therapy (aspirin plus clopidogrel) for high-risk TIA and minor stroke, followed by single agent long term — this reduces early recurrent stroke, and the short duration limits bleeding risk.
- Anticoagulation instead of antiplatelets for atrial fibrillation and other cardioembolic sources.
2. Urgent carotid revascularisation
Carotid endarterectomy for symptomatic high-grade stenosis, performed as soon as possible (ideally within 2 weeks, and the benefit is greatest in the first days). Carotid stenting is an alternative in selected patients.
3. Aggressive risk factor modification — started immediately, not deferred
- Blood pressure control — the most effective single long-term intervention.
- High-intensity statin regardless of baseline cholesterol.
- Diabetes control; smoking cessation; weight reduction, exercise, dietary salt and alcohol reduction.
- Treat obstructive sleep apnoea where present.
4. Advice
Driving restrictions as per regulation; education on recognising stroke symptoms (FAST — Face, Arm, Speech, Time) and calling for emergency help immediately; and adherence counselling.
A TIA is not "a stroke that got better" — it is a stroke that has not happened yet. The greatest error is to reassure and discharge a patient whose symptoms have resolved, arranging outpatient follow-up in weeks. The stroke risk is front-loaded into the first 48 hours. Aspirin immediately, imaging and carotid assessment within 24 hours, and same-day specialist review are what prevent the disabling stroke.
Definition & Aetiology
Acute bacterial meningitis is purulent inflammation of the meninges and subarachnoid space, a medical emergency with mortality of 10–30% and a high rate of neurological sequelae in survivors. Outcome depends almost entirely on how quickly antibiotics are given.
| Age group | Common organisms |
|---|---|
| Neonates | *Group B Streptococcus*, *Escherichia coli*, *Listeria monocytogenes* |
| Children and adults | *Streptococcus pneumoniae* (commonest overall), *Neisseria meningitidis*, *Haemophilus influenzae* type b (now uncommon where vaccinated) |
| Elderly (> 50), pregnant, immunosuppressed | *S. pneumoniae*, *Listeria monocytogenes*, Gram-negative bacilli |
| Post-neurosurgery, head injury, shunt | *Staphylococcus aureus*, coagulase-negative staphylococci, Gram-negative bacilli |
| Basal skull fracture with CSF leak | *S. pneumoniae* |
| Asplenia, complement deficiency | Encapsulated organisms — pneumococcus, meningococcus, *Haemophilus* |
Predisposing factors: otitis media, sinusitis, mastoiditis, pneumonia, endocarditis, head injury with CSF leak, splenectomy, alcohol excess, diabetes, HIV and other immunosuppression, and crowded living conditions.
Clinical Features
Classic triad — fever, neck stiffness and altered mental state. Note that all three are present in fewer than half of patients; almost all have at least two of fever, headache, neck stiffness and altered consciousness.
- Symptoms: fever, severe headache, photophobia, nausea and vomiting, neck pain, drowsiness, confusion, irritability.
- Meningeal signs: neck stiffness, Kernig's sign (pain and resistance on extending the knee with the hip flexed), Brudzinski's sign (passive neck flexion causes hip and knee flexion). These are insensitive and may be absent in the very young, the elderly and the immunosuppressed.
- Raised intracranial pressure: deteriorating consciousness, papilloedema, bradycardia with hypertension, vomiting, cranial nerve palsies (III and VI).
- Seizures in about 25%; focal neurological deficits from vasculitis, infarction or subdural collection.
- Meningococcal disease: non-blanching petechial or purpuric rash, rapidly progressive septic shock, disseminated intravascular coagulation, and Waterhouse–Friderichsen syndrome (bilateral adrenal haemorrhage with adrenal failure). Meningococcaemia can kill within hours.
- In infants: poor feeding, high-pitched cry, bulging fontanelle, hypotonia, hypothermia rather than fever, and no neck stiffness.
Investigations
- Blood cultures immediately — before antibiotics, but antibiotics must never be delayed to obtain them or to perform imaging.
- Lumbar puncture — the definitive investigation. CT head first only if there are focal neurological signs, papilloedema, new seizures, GCS below 10, severe immunosuppression, or suspicion of a mass lesion; otherwise proceed directly.
- CSF findings in pyogenic meningitis: turbid or frankly purulent, opening pressure raised, neutrophilic pleocytosis (often > 1000/µL), markedly raised protein, and very low glucose (CSF:blood ratio < 0.4). Send for Gram stain (positive in 60–80% before antibiotics), culture and sensitivity, and bacterial antigen or multiplex PCR where available (particularly useful after antibiotics have been started).
- Bloods: CBC, CRP, procalcitonin, renal and liver function, glucose (paired with CSF glucose), coagulation profile, and blood cultures.
- Imaging: CT or MRI to identify complications — hydrocephalus, abscess, subdural empyema, venous sinus thrombosis, infarction.
- Look for the source: ENT examination, chest X-ray, and skin lesion aspirate in meningococcaemia.
Management
1. Antibiotics — the single determinant of outcome
- Give empirical intravenous antibiotics IMMEDIATELY on clinical suspicion, ideally within an hour, and certainly before CT and before lumbar puncture if these will cause any delay.
- Empirical therapy typically comprises a third-generation cephalosporin (ceftriaxone or cefotaxime), with vancomycin added where penicillin-resistant pneumococcus is a concern, and ampicillin added for *Listeria* in the elderly, pregnant and immunosuppressed.
- Rationalise once culture and sensitivity are available; duration depends on organism.
2. Dexamethasone
Adjunctive dexamethasone, given with or just before the first antibiotic dose, reduces mortality and, in particular, hearing loss and neurological sequelae in pneumococcal meningitis. It is of no benefit if started after antibiotics.
3. Supportive and intensive care
- Airway protection and ventilation for depressed consciousness; fluid resuscitation and vasopressors for septic shock.
- Manage raised intracranial pressure — head elevation, mannitol, neurosurgical involvement for hydrocephalus.
- Control seizures; correct electrolyte disturbance (hyponatraemia from SIADH is common); manage DIC.
- Analgesia and antipyretics; nutritional support; DVT prophylaxis.
4. Public health measures — do not forget these
- Notify the case to public health authorities.
- Chemoprophylaxis for close household and intimate contacts of meningococcal (and *Haemophilus influenzae* type b) disease — with rifampicin, ciprofloxacin or ceftriaxone.
- Vaccination — meningococcal, pneumococcal and Hib vaccines for prevention, and specifically for asplenic patients, complement-deficient patients, and travellers to the meningitis belt and Haj pilgrims.
Complications
Acute: septic shock, DIC, cerebral oedema and herniation, hydrocephalus, seizures, cerebral infarction from vasculitis, subdural empyema, ventriculitis, SIADH.
Long-term: sensorineural hearing loss (the commonest sequel — arrange audiometry in all survivors, especially children), cognitive impairment, epilepsy, focal deficits, hydrocephalus and developmental delay.
Do not delay antibiotics for a CT scan or a lumbar puncture. Every hour of delay increases mortality. Take blood cultures, give the antibiotic and the dexamethasone, and then arrange imaging and lumbar puncture. A CSF sample taken a few hours after antibiotics will still show the cellular and biochemical pattern, and PCR and antigen testing often still identify the organism — but a patient who dies waiting for a scan cannot be treated at all.
Empirical antibiotic choice, doses and durations, and chemoprophylaxis regimens — confirm against current national guidance before printing.
Definitions
Consciousness has two components: arousal (wakefulness), maintained by the ascending reticular activating system (ARAS) of the brainstem and thalamus, and awareness (content), requiring the cerebral cortex. Coma results from damage to either.
| State | Description |
|---|---|
| Coma | Unrousable unresponsiveness — eyes closed, no response to vigorous stimulation, no sleep-wake cycles |
| Stupor | Rousable only by vigorous, repeated stimulation |
| Vegetative state | Wakefulness without awareness — eyes open with sleep-wake cycles, but no purposeful response |
| Minimally conscious state | Inconsistent but reproducible evidence of awareness |
| Locked-in syndrome | Fully conscious and aware, but quadriplegic and anarthric from ventral pontine lesion; communicates only by vertical eye movements and blinking. Frequently misdiagnosed as coma — a devastating error |
| Brain death | Irreversible loss of all brainstem function |
Mechanism — WHY the Patient Is Comatose
Coma requires one of three lesions:
1. Diffuse bilateral cortical dysfunction — metabolic, toxic, hypoxic, infective.
2. Brainstem lesion damaging the ARAS — pontine haemorrhage, basilar occlusion.
3. Mass lesion causing herniation and secondary brainstem compression.
A unilateral hemispheric lesion does not cause coma unless it is large enough to shift and compress the brainstem — a point that guides the whole assessment.
Causes
Causes of coma
Structural — stroke (infarct or haemorrhage), subarachnoid haemorrhage, subdural or extradural haematoma, tumour, abscess, trauma, hydrocephalus
Infective — meningitis, encephalitis, cerebral malaria, sepsis, tuberculoma
Metabolic — hypoglycaemia, hyperglycaemia (DKA, HHS), hyponatraemia, hypercalcaemia, uraemia, hepatic encephalopathy, hypothyroidism (myxoedema coma), adrenal crisis, hypoxia and hypercapnia
Toxic — alcohol, opioids, benzodiazepines, tricyclics, carbon monoxide, organophosphates, heavy metals
Others — post-ictal state and non-convulsive status epilepticus, hypothermia and hyperthermia, Wernicke's encephalopathy, hypertensive encephalopathy, psychogenic unresponsiveness
The Glasgow Coma Scale
| Response | Score | Criteria |
|---|---|---|
| Eye opening (E) | 4 | Spontaneous |
| 3 | To speech | |
| 2 | To pain | |
| 1 | None | |
| Verbal (V) | 5 | Oriented |
| 4 | Confused conversation | |
| 3 | Inappropriate words | |
| 2 | Incomprehensible sounds | |
| 1 | None | |
| Motor (M) | 6 | Obeys commands |
| 5 | Localises to pain | |
| 4 | Withdraws from pain | |
| 3 | Abnormal flexion (decorticate) | |
| 2 | Extension (decerebrate) | |
| 1 | None |
Total 3–15. Severity: severe ≤ 8, moderate 9–12, mild 13–15. A GCS of 8 or less indicates inability to protect the airway and is the conventional threshold for intubation.
Reporting rules: always record the three components separately (E, V, M) rather than only the total, since the same total can reflect very different states; the motor score carries the most prognostic weight; and record the best response. Note limitations — intubation (record V as "T"), sedation, periorbital swelling, aphasia, and deafness all confound the score.
Clinical Assessment
1. Resuscitate first — ABC, and check glucose immediately.
2. History from relatives, paramedics and any witness: speed of onset (abrupt suggests vascular or seizure; gradual suggests metabolic, infective or mass lesion), preceding headache, fever, trauma, seizure; past medical history (diabetes, epilepsy, liver or renal disease, psychiatric illness); drug and alcohol history, and access to medicines and poisons; and the environment in which the patient was found.
3. General examination: vital signs including temperature; breath odour (ketones, alcohol, uraemia, hepatic fetor); skin — needle marks, rash (meningococcal purpura), jaundice, cyanosis, cherry-red discoloration (carbon monoxide), signs of trauma including Battle's sign and raccoon eyes; check for a medical alert bracelet; examine for neck stiffness (avoid if cervical spine injury is possible).
4. Neurological examination — the localising core:
- Pupils: pinpoint and reactive → opioids or pontine lesion; fixed mid-dilated unilateral → third nerve compression from uncal herniation (an emergency); fixed dilated bilateral → severe hypoxia, brain death, atropine, or massive herniation; normal reactive pupils in a deeply comatose patient strongly suggest a metabolic or toxic cause.
- Fundoscopy — papilloedema, subhyaloid haemorrhage (subarachnoid haemorrhage).
- Eye movements: spontaneous roving movements imply an intact brainstem; oculocephalic (doll's eye) reflex and oculovestibular (cold caloric) testing assess brainstem integrity (never perform doll's eye testing with a suspected cervical injury).
- Corneal reflex, gag and cough reflexes.
- Motor response — asymmetry indicates a structural lesion; decorticate posturing localises above the red nucleus, decerebrate posturing below it and is more ominous.
- Respiratory pattern: Cheyne–Stokes (bihemispheric or metabolic), central neurogenic hyperventilation (midbrain), apneustic (pons), ataxic (medulla — pre-terminal).
- Reflexes and plantars; fundal and meningeal signs.
Pupils are the most valuable single sign in coma, because the pathways controlling them are anatomically adjacent to the ARAS and are relatively resistant to metabolic insult. Preserved, symmetrical, reactive pupils in a deeply unconscious patient point strongly to a metabolic or toxic cause rather than a structural one — and metabolic causes are the reversible ones.
Investigations
- Capillary glucose immediately, then electrolytes, calcium, renal and liver function, ammonia, CBC, coagulation, arterial blood gas, blood cultures, thyroid function and cortisol where indicated.
- Toxicology — blood alcohol, urine drug screen, paracetamol and salicylate levels, carboxyhaemoglobin.
- CT brain — urgently for structural causes; MRI for posterior fossa and early ischaemia.
- Lumbar puncture after imaging, for suspected meningitis, encephalitis or subarachnoid haemorrhage with a negative CT.
- EEG — essential to detect non-convulsive status epilepticus, an important reversible cause of unexplained coma.
- ECG, chest X-ray, and cervical spine imaging in trauma.
Management
1. Airway, breathing, circulation — intubate if GCS ≤ 8 or the airway is unprotected; oxygen, ventilation, fluids and vasopressors as required. Immobilise the cervical spine if trauma is possible.
2. The "coma cocktail" — give immediately where indicated: glucose (after or with thiamine in the malnourished or alcoholic, to avoid precipitating Wernicke's), naloxone for suspected opioid toxicity, and consider empirical antibiotics and aciclovir where CNS infection is possible.
3. Treat the identified cause — surgical evacuation of haematoma, antibiotics, antiepileptics, correction of electrolytes, antidotes, dialysis.
4. Manage raised intracranial pressure — head-up positioning, normocapnia, avoidance of hypotonic fluids, mannitol or hypertonic saline, and neurosurgical referral.
5. General care: eye protection, pressure area care, DVT prophylaxis, nutrition, bladder and bowel care, and glycaemic control.
6. Prognostication and communication with the family, and, where recovery is impossible, discussion of ceilings of care and organ donation in accordance with local law.
Anatomy
The upper motor neurone (UMN) originates in the precentral gyrus (motor cortex) and descends through the corona radiata, internal capsule, cerebral peduncle, pons and medulla as the corticospinal (pyramidal) tract. It decussates at the pyramids of the medulla and descends in the lateral corticospinal tract to synapse on the anterior horn cell.
The lower motor neurone (LMN) comprises the anterior horn cell, nerve root, plexus, peripheral nerve, neuromuscular junction and muscle — the "final common pathway" to the muscle.
Localisation follows from this: a lesion above the decussation causes contralateral signs; below it, ipsilateral signs.
The Core Differences
| Feature | Upper motor neurone | Lower motor neurone |
|---|---|---|
| Weakness pattern | "Pyramidal" distribution — upper limb extensors and lower limb flexors weaker; hemiparesis, paraparesis or quadriparesis | Distribution of the affected root, nerve or muscle group |
| Tone | INCREASED — spasticity with "clasp-knife" quality, velocity-dependent | DECREASED — flaccidity, hypotonia |
| Reflexes | EXAGGERATED (brisk), with clonus and spread | REDUCED or ABSENT |
| Plantar response | EXTENSOR — Babinski sign positive | Flexor (normal) or absent |
| Wasting | Absent (mild disuse atrophy late) | PRESENT and early — marked |
| Fasciculations | Absent | PRESENT (especially anterior horn cell disease) |
| Superficial reflexes (abdominal, cremasteric) | Lost | Preserved |
| Sensation | Depends on the level; may show a sensory level | Distribution of the nerve or root |
| Electromyography | Normal muscle | Denervation — fibrillations, positive sharp waves, giant motor units |
The Babinski Sign
Firm stroking of the lateral border of the sole from heel towards the toes, curving medially across the ball, normally produces plantar flexion of the great toe. An extensor response — dorsiflexion of the great toe with fanning of the others — is the Babinski sign, and indicates corticospinal (pyramidal) tract dysfunction.
Important caveats: it is normal in infants under about one year, before myelination of the corticospinal tract is complete; it may be transiently present after a seizure, in deep coma, in hypoglycaemia and under anaesthesia; and equivalent responses can be elicited by other manoeuvres (Chaddock, Oppenheim, Gordon, Gonda).
Spasticity Versus Rigidity — a Common Examination Pair
| Feature | Spasticity (pyramidal) | Rigidity (extrapyramidal) |
|---|---|---|
| Distribution | Selective — flexors of arm, extensors of leg | Uniform — affects all muscle groups equally |
| Velocity-dependence | Yes — worse with rapid movement | No — constant throughout the range |
| Character | "Clasp-knife" — sudden give-way | "Lead-pipe", or "cogwheel" when combined with tremor |
| Reflexes | Exaggerated with clonus | Normal |
| Plantar | Extensor | Flexor |
| Associated | Weakness, Babinski | Bradykinesia, tremor, postural instability |
Clinical Localisation of Umn Lesions
| Site | Features |
|---|---|
| Cortex | Contralateral monoparesis or focal weakness; seizures, aphasia, neglect (cortical signs) |
| Internal capsule | Dense contralateral hemiplegia involving face, arm and leg equally; classic stroke |
| Brainstem | CROSSED signs — ipsilateral cranial nerve palsy with contralateral hemiparesis |
| Spinal cord | Para- or quadriparesis with a SENSORY LEVEL and sphincter involvement; signs below the level |
| Cervical cord | Quadriparesis; LMN signs at the level and UMN signs below it |
Causes
UMN lesions: stroke, tumour, multiple sclerosis, traumatic brain and spinal cord injury, cord compression, transverse myelitis, cerebral palsy, motor neurone disease (which has both UMN and LMN signs), hereditary spastic paraplegia, subacute combined degeneration of the cord (UMN signs with absent ankle jerks from coexisting neuropathy).
LMN lesions: anterior horn cell (poliomyelitis, spinal muscular atrophy, motor neurone disease), root (disc prolapse, radiculopathy), plexus (brachial plexus injury), peripheral nerve (Guillain–Barré syndrome, diabetic and other neuropathies, leprosy — the commonest treatable neuropathy in India, trauma, entrapment), neuromuscular junction (myasthenia gravis, botulism) and muscle (myopathy, muscular dystrophy).
Mixed UMN and LMN signs in the same patient is a highly localising finding. The classic combinations are motor neurone disease (wasting and fasciculations with brisk reflexes and extensor plantars, and no sensory signs), subacute combined degeneration of the cord (absent ankle jerks with extensor plantars, from B12 deficiency), Friedreich's ataxia, and a cervical myelopathy with radiculopathy (LMN signs in the arms, UMN signs in the legs). Spotting this combination narrows the differential immediately.
Definition
Parkinsonism is a clinical syndrome defined by bradykinesia together with at least one of rest tremor and rigidity. Parkinson's disease (PD) is the commonest cause, accounting for about 80%, and is a progressive neurodegenerative disorder characterised by loss of dopaminergic neurones in the substantia nigra pars compacta with Lewy bodies (intracytoplasmic inclusions of alpha-synuclein).
Symptoms appear when 60–80% of nigrostriatal dopaminergic neurones have been lost — which is why disease is well established at presentation.
Cardinal Features — "trap"
TRAP — cardinal features of parkinsonism
T = Tremor — rest tremor, 4–6 Hz, "pill-rolling", asymmetrical at onset, decreases with voluntary movement, increases with stress and distraction
R = Rigidity — "lead-pipe" increase in tone throughout the range; "cogwheel" when combined with tremor
A = Akinesia / bradykinesia — the essential feature: slowness with progressive decrement in amplitude on repetitive movement (finger tapping), micrographia, hypomimia (mask-like face), reduced arm swing, hypophonia
P = Postural instability — impaired righting reflexes, positive pull test, falls (a later feature; early falls suggest an alternative diagnosis)
Other motor features: festinating, shuffling gait with difficulty initiating (freezing) and turning en bloc; stooped posture; drooling; reduced blink rate.
Non-motor features — often preceding motor onset by years, and a major source of disability:
- Hyposmia (very early), REM sleep behaviour disorder (acting out dreams — a strong predictor), constipation, and depression.
- Later: cognitive impairment and dementia, hallucinations, anxiety, autonomic dysfunction (postural hypotension, urinary urgency, erectile dysfunction), pain, fatigue and sleep disturbance.
Causes of Parkinsonism
- Idiopathic Parkinson's disease (80%).
- Drug-induced — the commonest reversible cause: antipsychotics (typical and atypical), metoclopramide, prochlorperazine, flunarizine, sodium valproate, lithium. Characteristically symmetrical, with prominent tremor and a clear temporal relation to the drug.
- Parkinson-plus syndromes: progressive supranuclear palsy (early falls, vertical gaze palsy, axial rigidity), multiple system atrophy (early autonomic failure, cerebellar or pyramidal signs), corticobasal degeneration (alien limb, marked asymmetry), dementia with Lewy bodies (early dementia with visual hallucinations and fluctuating cognition).
- Vascular parkinsonism — "lower body parkinsonism", stepwise progression, poor levodopa response.
- Others: post-encephalitic, Wilson's disease (essential to exclude in any patient under 50), normal pressure hydrocephalus, repeated head injury, carbon monoxide and manganese toxicity.
Essential Tremor — the Key Differential
| Feature | Parkinson's disease | Essential tremor |
|---|---|---|
| Tremor type | REST tremor — present when the limb is supported and relaxed | POSTURAL and ACTION tremor — on holding a posture or performing a task |
| Frequency | 4–6 Hz | 6–12 Hz |
| Symmetry | Asymmetrical at onset | Bilateral, roughly symmetrical |
| Parts affected | Hands, legs, jaw, chin (head tremor is rare) | Hands, head (titubation) and voice are commonly affected |
| Effect of movement | Decreases with voluntary movement | Increases with movement, worse at the end of a task |
| Effect of alcohol | No effect | Characteristically improves markedly — a useful diagnostic clue |
| Family history | Uncommon | Positive in over half; autosomal dominant |
| Other signs | Bradykinesia, rigidity, postural instability | None — examination is otherwise normal |
| Treatment | Levodopa | Propranolol, primidone |
Diagnosis
Parkinson's disease is a clinical diagnosis. Supportive features include asymmetrical onset, an excellent and sustained response to levodopa, and the presence of rest tremor. Red flags suggesting an alternative diagnosis: symmetrical onset, early falls, early dementia or hallucinations, early autonomic failure, vertical gaze palsy, cerebellar or pyramidal signs, rapid progression, and poor levodopa response.
Investigations are for exclusion rather than confirmation:
- MRI brain (vascular disease, hydrocephalus, Parkinson-plus features)
- serum caeruloplasmin, 24-hour urinary copper and slit-lamp examination for Kayser–Fleischer rings in any patient under 50 (Wilson's disease is treatable and must not be missed)
- thyroid function
- DaTscan (dopamine transporter imaging) where the distinction from essential tremor or drug-induced parkinsonism is genuinely uncertain.
Management of Parkinson's Disease
There is no disease-modifying therapy; treatment is symptomatic.
- Levodopa with a peripheral decarboxylase inhibitor (carbidopa or benserazide) — the most effective drug for motor symptoms. Long-term use is complicated by motor fluctuations ("wearing off", "on-off" phenomenon) and dyskinesias, which is why initiation is sometimes deferred in younger patients — though delaying at the cost of function is no longer favoured.
- Dopamine agonists (pramipexole, ropinirole, rotigotine patch) — useful in younger patients and as adjuncts; beware impulse control disorders (gambling, hypersexuality, compulsive shopping), which must be specifically asked about, plus somnolence, hallucinations and oedema.
- MAO-B inhibitors (selegiline, rasagiline) — modest benefit, useful early or as adjunct.
- COMT inhibitors (entacapone) — extend levodopa action in wearing-off.
- Amantadine — for dyskinesia.
- Anticholinergics (trihexyphenidyl) — for tremor in the young; avoid in the elderly because of confusion and cognitive impairment.
- Advanced therapy: deep brain stimulation of the subthalamic nucleus or globus pallidus for motor fluctuations and dyskinesias with preserved levodopa responsiveness and no dementia; apomorphine infusion; intrajejunal levodopa gel.
- Non-motor and supportive management is equally important: physiotherapy (gait and balance training, cueing strategies for freezing), occupational therapy, speech and language therapy, falls prevention, treatment of constipation, depression and REM sleep behaviour disorder, management of postural hypotension, and caregiver support.
- Hallucinations and psychosis: reduce dopaminergic drugs where possible; if antipsychotics are required, use quetiapine or clozapine — never haloperidol or risperidone, which markedly worsen parkinsonism.
Never stop Parkinson's medication abruptly, including when a patient is admitted, made nil by mouth, or transferred between wards. Abrupt withdrawal can precipitate an akinetic crisis and a neuroleptic malignant-like syndrome with rigidity, hyperthermia, raised CK and renal failure. Levodopa doses must be given on time, every time — use a nasogastric tube, patch or apomorphine if the oral route is unavailable.
Definition
Multiple sclerosis (MS) is a chronic, immune-mediated, demyelinating disease of the central nervous system, characterised pathologically by plaques of demyelination with relative axonal preservation, and clinically by episodes disseminated in time and space. It is the commonest cause of non-traumatic neurological disability in young adults in Western countries; it is less common but well recognised in India, where neuromyelitis optica spectrum disorder is relatively more frequent and must be distinguished.
Aetiology
Multifactorial: genetic susceptibility (HLA-DRB1*15:01) interacting with environment — latitude (increasing prevalence with distance from the equator), low vitamin D, Epstein–Barr virus infection, smoking, and obesity in adolescence. Female to male ratio is about 3:1, with peak onset between 20 and 40 years.
Clinical Features
Any CNS white matter site may be affected, so presentations are protean. Characteristic ones are:
- Optic neuritis — the presenting feature in about 20%: subacute unilateral visual loss with pain on eye movement, a relative afferent pupillary defect, and central scotoma. The disc is normal early ("the patient sees nothing and the doctor sees nothing") and becomes pale later.
- Brainstem: diplopia from internuclear ophthalmoplegia (impaired adduction of one eye with nystagmus in the abducting eye — bilateral INO in a young adult is virtually diagnostic of MS), vertigo, facial numbness, trigeminal neuralgia in a young patient.
- Spinal cord: partial transverse myelitis — sensory level, paraparesis, sphincter disturbance, Lhermitte's phenomenon (an electric shock sensation down the spine on neck flexion).
- Cerebellar: ataxia, intention tremor, scanning speech — with nystagmus forming Charcot's triad.
- Sensory: paraesthesiae, numbness, the "useless hand" of Oppenheim.
- Other: fatigue (the commonest and most disabling symptom), bladder urgency and incontinence, sexual dysfunction, cognitive impairment, depression, spasticity and pain.
- Uhthoff's phenomenon — transient worsening of symptoms with a rise in body temperature (hot weather, fever, exercise, hot bath); not a true relapse.
Clinical Course
| Pattern | Description |
|---|---|
| Relapsing-remitting (85% at onset) | Discrete relapses with full or partial recovery, stable between |
| Secondary progressive | Follows RRMS after years — steady progression with or without relapses |
| Primary progressive (10–15%) | Progressive from onset; older patients, commonly a progressive spastic paraparesis |
| Clinically isolated syndrome | A first demyelinating episode; may or may not evolve to MS |
Diagnosis
Based on demonstrating dissemination in space and time, with no better explanation — the McDonald criteria, which allow MRI evidence to substitute for a second clinical attack, permitting earlier diagnosis.
Investigations:
- MRI brain and spinal cord with gadolinium — the key investigation. Ovoid periventricular lesions perpendicular to the ventricles (Dawson's fingers), juxtacortical, infratentorial and spinal cord lesions. Gadolinium enhancement indicates an active (< 6 weeks old) lesion, and the coexistence of enhancing and non-enhancing lesions demonstrates dissemination in time on a single scan.
- CSF examination: oligoclonal bands present in CSF but not in serum (intrathecal IgG synthesis) in 85–95%; raised IgG index; mild lymphocytic pleocytosis. The presence of oligoclonal bands supports the diagnosis and predicts conversion from a clinically isolated syndrome.
- Visual evoked potentials — delayed latency with preserved amplitude, giving evidence of a previous subclinical optic neuritis.
- Exclude mimics: anti-aquaporin-4 (NMO) and anti-MOG antibodies, vitamin B12, ANA and ENA, ACE (sarcoidosis), HIV, syphilis serology, and where relevant HTLV-1 and Behçet's disease.
Distinguish MS from neuromyelitis optica spectrum disorder (NMOSD) — this matters enormously in India, where NMOSD is relatively more common. NMOSD features severe, often bilateral optic neuritis, longitudinally extensive transverse myelitis spanning three or more vertebral segments (MS cord lesions are short), intractable hiccups and vomiting from area postrema involvement, usually negative oligoclonal bands, and positive anti-aquaporin-4 antibody. Critically, some MS disease-modifying drugs (interferon-beta, natalizumab, fingolimod) make NMOSD substantially worse — so the antibody must be checked before treatment.
Management
1. Acute relapse
- High-dose corticosteroids (intravenous methylprednisolone, or high-dose oral) for 3–5 days — shortens the duration of the relapse but does not alter long-term disability, an important point to state.
- Plasma exchange for severe steroid-refractory relapses.
- Exclude and treat infection (especially urinary), which commonly causes a pseudo-relapse.
2. Disease-modifying therapy (relapsing disease)
- Moderate efficacy: interferon-beta, glatiramer acetate, teriflunomide, dimethyl fumarate.
- High efficacy: natalizumab (risk of progressive multifocal leukoencephalopathy with JC virus positivity), ocrelizumab and rituximab (anti-CD20; ocrelizumab is also approved for primary progressive MS), alemtuzumab, cladribine, fingolimod and siponimod.
- Early use of higher-efficacy therapy is increasingly favoured over escalation.
3. Symptomatic management — where most of the day-to-day benefit lies
- Spasticity: physiotherapy, baclofen, tizanidine, botulinum toxin, intrathecal baclofen.
- Fatigue: exercise, sleep hygiene, treat depression and anaemia; amantadine or modafinil.
- Bladder: anticholinergics for urgency, intermittent self-catheterisation for retention, treat infection.
- Neuropathic pain: gabapentin, pregabalin, carbamazepine (for trigeminal neuralgia), amitriptyline.
- Depression and cognitive impairment; tremor and ataxia; sexual dysfunction; constipation.
- Vitamin D supplementation, smoking cessation, exercise, and vaccination.
- Multidisciplinary rehabilitation, occupational therapy, mobility aids, and carer support.
Definition
Subarachnoid haemorrhage (SAH) is bleeding into the subarachnoid space between the arachnoid and pia mater. It accounts for about 5% of strokes but affects younger patients and carries very high mortality — roughly a third die before reaching hospital, and overall case fatality approaches 40–50%.
Aetiology
- Ruptured saccular ("berry") aneurysm — 80–85%, arising at the branch points of the circle of Willis: anterior communicating artery (commonest), posterior communicating artery, and middle cerebral artery bifurcation.
- Non-aneurysmal perimesencephalic haemorrhage (10%) — benign course, excellent prognosis, angiographically negative.
- Arteriovenous malformation, arterial dissection, mycotic aneurysm, vasculitis, coagulopathy, cocaine and amphetamine use, and trauma (the commonest cause of subarachnoid blood overall, though managed differently).
Risk factors: hypertension, smoking, excess alcohol, female sex, family history, autosomal dominant polycystic kidney disease, Ehlers–Danlos and Marfan syndromes, and coarctation of the aorta.
Clinical Features
- Sudden, severe "thunderclap" headache — "the worst headache of my life", reaching maximum intensity within seconds to a minute. This history alone mandates investigation.
- Vomiting, photophobia, neck stiffness (developing over hours as blood irritates the meninges), and transient or persistent loss of consciousness at onset in about half.
- Seizures at onset in 10%.
- Focal deficits: third nerve palsy with a dilated pupil suggests a posterior communicating artery aneurysm; hemiparesis or aphasia from intracerebral extension or vasospasm.
- Subhyaloid (preretinal) haemorrhage on fundoscopy — highly suggestive; Terson syndrome is associated vitreous haemorrhage.
- Sentinel ("warning") headache — a smaller herald bleed days to weeks before, present in a substantial minority and frequently dismissed as migraine or tension headache, representing the single greatest missed opportunity.
- The patient may be fully alert with a normal neurological examination — normality does not exclude SAH.
Grading
The Hunt and Hess and World Federation of Neurosurgical Societies (WFNS) scales grade severity from headache alone (grade 1) to deep coma (grade 5), and correlate strongly with outcome. The modified Fisher scale grades the amount of blood on CT and predicts vasospasm risk.
Investigations
- Urgent non-contrast CT brain — the first test. Sensitivity is over 95% within 6 hours of onset but falls progressively with time as blood is cleared. Blood appears hyperdense in the basal cisterns, sylvian fissures and sulci.
- Lumbar puncture if the CT is negative but suspicion persists — perform after at least 12 hours from onset to allow xanthochromia (yellow discoloration from bilirubin) to develop. Xanthochromia by spectrophotometry distinguishes true SAH from a traumatic tap; the three-tube test (persistent uniform blood across sequential tubes) is supportive but less reliable.
- CT angiography (and digital subtraction angiography, the gold standard) to identify and characterise the aneurysm for treatment planning.
- MRI with FLAIR and gradient echo is useful in the subacute phase when CT has become insensitive.
- ECG changes (deep T-wave inversion, QT prolongation, arrhythmia) and troponin rise are common and reflect neurogenic myocardial stunning, not primary cardiac disease.
- Electrolytes — hyponatraemia is very common from SIADH or cerebral salt wasting.
Management
1. Immediate
- Airway, breathing, circulation; admit to a neurosurgical or neurocritical care unit; bed rest with the head elevated; analgesia and antiemetics; avoid straining (stool softeners).
- Blood pressure control — lower extreme hypertension to reduce rebleeding risk while maintaining cerebral perfusion.
- Reverse anticoagulation; treat seizures.
2. Secure the aneurysm — the definitive treatment, and urgently
Endovascular coiling or surgical clipping, performed as early as possible (ideally within 24–72 hours). Rebleeding is the greatest early hazard, with peak risk in the first 24 hours and very high mortality. Coiling is preferred where the anatomy is suitable.
3. Prevent and treat delayed cerebral ischaemia (vasospasm)
- Vasospasm typically occurs between days 4 and 14, peaking around day 7, and is a leading cause of death and disability in those who survive the initial bleed.
- Oral nimodipine for 21 days in every patient — the only pharmacological measure with proven benefit in reducing poor outcome.
- Maintain euvolaemia and normal blood pressure; the older "triple-H" therapy (hypertension, hypervolaemia, haemodilution) has given way to induced hypertension with euvolaemia for established deficits.
- Transcranial Doppler and clinical monitoring for detection; endovascular angioplasty or intra-arterial vasodilators for refractory symptomatic vasospasm.
4. Manage complications
- Rebleeding — prevented by early securing of the aneurysm.
- Hydrocephalus — acute obstructive (external ventricular drain) or communicating (may require shunt).
- Hyponatraemia — distinguish SIADH from cerebral salt wasting; in SAH, cerebral salt wasting is common and fluid restriction is dangerous because hypovolaemia worsens vasospasm. Treat with salt and volume replacement.
- Seizures, neurogenic pulmonary oedema, cardiac dysfunction, DVT, and infection.
5. Long-term
Blood pressure control, smoking cessation, follow-up imaging, and screening of first-degree relatives where there are two or more affected family members or an associated condition such as polycystic kidney disease. Cognitive impairment, fatigue and mood disturbance are common in survivors and need rehabilitation.
A normal CT does not exclude subarachnoid haemorrhage. Sensitivity falls with each passing hour, and by 24 hours perhaps 10% are missed. If the history is of a thunderclap headache, a negative CT must be followed by a lumbar puncture for xanthochromia (or by CT angiography in some protocols). The classic fatal error is discharging a patient with a "normal scan" after a sentinel bleed, who then returns with a devastating rebleed.
Definition
Wernicke's encephalopathy is an acute neuropsychiatric emergency caused by thiamine (vitamin B1) deficiency, characterised classically by the triad of confusion, ophthalmoplegia and ataxia. It is reversible if treated promptly, but progresses to the irreversible Korsakoff psychosis or death if untreated. Together these constitute the Wernicke–Korsakoff syndrome.
WHY Thiamine Matters
Thiamine pyrophosphate is an essential cofactor for pyruvate dehydrogenase, alpha-ketoglutarate dehydrogenase (both in the Krebs cycle) and transketolase (pentose phosphate pathway). Deficiency impairs cerebral glucose metabolism and ATP generation, causing lactate accumulation, focal acidosis, glutamate-mediated excitotoxicity and cell death in regions of high metabolic demand.
Body stores last only 2–3 weeks, which is why deficiency develops rapidly with poor intake.
Lesions occur in periventricular structures: mammillary bodies (most characteristic), medial thalamus (dorsomedial nucleus), periaqueductal grey matter, floor of the fourth ventricle, and cerebellar vermis.
Causes
- Chronic alcohol use — the commonest cause (poor intake, impaired absorption, reduced hepatic storage, and impaired conversion to the active form).
- Hyperemesis gravidarum — an important and frequently missed cause in young women.
- Prolonged vomiting, starvation, anorexia nervosa, malnutrition.
- Post-bariatric surgery and other gastrointestinal surgery; malabsorption.
- Prolonged parenteral nutrition without thiamine supplementation; refeeding syndrome.
- Haemodialysis and peritoneal dialysis; malignancy and chemotherapy; AIDS.
- Any patient given intravenous glucose in a malnourished state — see the danger box.
Clinical Features
The classic triad — but the crucial point is that the full triad is present in only about 10–20% of cases. Treating only patients with all three components means missing most cases.
| Component | Features |
|---|---|
| Confusion / encephalopathy | The commonest feature (~80%) — global confusion, apathy, inattention, disorientation, drowsiness; may progress to coma |
| Ocular abnormalities | Nystagmus (commonest ocular sign), bilateral lateral rectus (VI nerve) palsy causing horizontal diplopia, conjugate gaze palsy, and in severe cases complete ophthalmoplegia; pupillary abnormalities |
| Ataxia | Wide-based gait ataxia from vermian involvement and vestibular dysfunction; limb ataxia is less prominent |
Other features: hypothermia and hypotension (hypothalamic involvement), tachycardia, peripheral neuropathy (frequently coexisting), and features of alcohol withdrawal.
Korsakoff psychosis — the chronic amnestic sequel in up to 80% of untreated survivors:
- Profound anterograde amnesia — inability to form new memories
- Retrograde amnesia with a temporal gradient
- Confabulation — filling gaps with fabricated accounts, without intent to deceive
- Relative preservation of other cognitive functions, so the patient appears superficially intact
- Lack of insight and apathy
Investigations
The diagnosis is clinical, and treatment must never be delayed for investigation.
- Serum thiamine or erythrocyte transketolase activity — confirmatory but slow and often unavailable; take the sample before giving thiamine if practical, but do not wait for the result.
- MRI brain — supportive: symmetrical T2/FLAIR hyperintensity in the mammillary bodies, medial thalami, periaqueductal grey and tectal plate, sometimes with contrast enhancement. Normal imaging does not exclude the diagnosis.
- Electrolytes, magnesium (hypomagnesaemia impairs thiamine-dependent enzymes and must be corrected, or thiamine replacement may fail), glucose, liver function, CBC, and blood alcohol.
- Exclude other causes of encephalopathy: sepsis, hepatic encephalopathy, subdural haematoma (common in alcoholics after falls), hypoglycaemia, and drug intoxication.
Management
1. Immediate high-dose PARENTERAL thiamine. Oral absorption is unreliable and inadequate — particularly in alcoholics, where absorption is impaired. Treatment is given intravenously or intramuscularly for several days, followed by oral maintenance. Prophylactic parenteral thiamine should be given to all at-risk patients, not only those with signs.
2. Correct magnesium — an essential cofactor; failure to respond to thiamine is often due to unrecognised hypomagnesaemia.
3. Give glucose only AFTER thiamine in at-risk patients.
4. Supportive care: manage alcohol withdrawal with benzodiazepines, correct fluids and electrolytes, treat infection, provide nutritional rehabilitation with multivitamins, and ensure thromboprophylaxis and pressure care.
5. Long-term: alcohol cessation with structured support, ongoing thiamine and vitamin supplementation, and cognitive rehabilitation with supervised or institutional care for established Korsakoff syndrome, where recovery is limited.
Response to treatment: ocular signs begin to improve within hours to days and are the most reversible; ataxia improves over days to weeks and may leave a residual gait disturbance; the confusional state clears over days to weeks, but memory impairment recovers least and often not at all.
Give thiamine BEFORE any glucose-containing fluid in any malnourished or alcohol-dependent patient. A carbohydrate load consumes the last remaining thiamine as a cofactor and can precipitate acute Wernicke's encephalopathy in someone who was merely at risk. This applies to the "coma cocktail" in the emergency department, to intravenous dextrose on the ward, and to the start of feeding in refeeding syndrome. Treat on suspicion — the full triad is present in a minority, and thiamine is safe, cheap and harmless if given unnecessarily.
Parenteral thiamine dose, frequency and duration differ substantially between national guidelines — confirm the regimen you wish to print.
Brown-séquard Syndrome
Definition: the clinical picture resulting from hemisection (or unilateral damage) of the spinal cord, producing a characteristic dissociation of motor and sensory signs.
The anatomical basis — three tracts, three rules:
1. Corticospinal tract — decussates in the medulla, so at cord level it is already crossed → ipsilateral motor loss below the lesion.
2. Dorsal columns (vibration, proprioception, fine touch) — ascend ipsilaterally to decussate in the medulla → ipsilateral loss below the lesion.
3. Spinothalamic tract (pain and temperature) — decussates within 1–2 segments of entry in the cord → CONTRALATERAL loss, beginning 1–2 segments below the lesion.
Clinical features:
| Finding | Side | Level |
|---|---|---|
| Upper motor neurone weakness (spastic, hyperreflexia, extensor plantar) | Ipsilateral | Below the lesion |
| Loss of vibration, proprioception and fine touch | Ipsilateral | Below the lesion |
| Loss of pain and temperature | CONTRALATERAL | 1–2 segments below the lesion |
| Lower motor neurone weakness and complete sensory loss | Ipsilateral | At the level (segmental — root and anterior horn involvement) |
| Horner's syndrome | Ipsilateral | If lesion is above T1 |
Causes: penetrating trauma (stab or gunshot — the classic cause), vertebral fracture-dislocation, extramedullary tumour (meningioma, neurofibroma, metastasis), disc herniation, multiple sclerosis, epidural abscess or haematoma, radiation myelopathy, and spinal cord infarction.
A pure Brown-Séquard syndrome is uncommon; partial (Brown-Séquard-plus) syndromes are the rule.
Investigations:
- urgent MRI spine with contrast to identify a compressive or intrinsic lesion
- CT for bony injury
- CSF and demyelination workup where MS is suspected.
Management:
- treat the cause — urgent surgical decompression for compressive lesions, steroids and immunotherapy for demyelination, antibiotics and drainage for abscess. Supportive care with bladder and bowel management, DVT prophylaxis, pressure care and intensive rehabilitation.
- Prognosis is the best of all the incomplete cord syndromes, with the majority regaining the ability to walk.
A patient who cannot feel pain on one side and cannot move the other side has Brown-Séquard syndrome. The dissociation is the diagnosis, and it is explained entirely by where each tract crosses. If asked to justify the pattern, state the three crossing points — that is what earns the marks.
Cauda Equina Syndrome
Definition: compression of the lumbosacral nerve roots (L2 to S5) below the conus medullaris — the spinal cord terminates at approximately L1–L2 in adults, and below this the canal contains the "horse's tail" of nerve roots. Compression therefore produces a lower motor neurone, multiradicular syndrome.
It is a SURGICAL EMERGENCY.
Causes: massive central lumbar disc herniation (commonest, typically L4/L5 or L5/S1), spinal stenosis, tumour (metastasis, ependymoma, schwannoma), epidural abscess (particularly in diabetics and intravenous drug users), epidural haematoma (anticoagulation, post-procedure), trauma, and tuberculosis of the spine (Pott's disease — important in India).
Clinical features — the "red flags" of back pain:
- Bilateral sciatica and severe low back pain.
- "Saddle" anaesthesia — numbness over the perineum, perianal region, buttocks and posterior thighs. Always test perianal sensation.
- Bladder dysfunction — the critical feature: urinary retention with overflow incontinence (and preceding hesitancy and loss of the sensation of bladder fullness).
- Bowel dysfunction — faecal incontinence, loss of anal tone, and loss of the anal wink reflex.
- Sexual dysfunction — loss of genital sensation, erectile dysfunction.
- Lower motor neurone leg weakness, usually asymmetrical, with absent ankle jerks and flaccid tone — the contrast with the spastic picture of cord compression above the conus.
| Feature | Cauda equina (below L1–L2) | Conus medullaris / cord compression (above) |
|---|---|---|
| Onset | Often gradual, asymmetrical | Sudden, symmetrical |
| Weakness | LMN — flaccid, areflexic | UMN — spastic, hyperreflexic, extensor plantars |
| Pain | Severe radicular pain | Less prominent |
| Sensory loss | Asymmetrical, saddle, dermatomal | Symmetrical, with a sensory level |
| Sphincter involvement | Late but severe (retention) | Early |
| Reflexes | Absent ankle jerks | Brisk, extensor plantars |
Investigations:
- EMERGENCY MRI of the whole spine — this must not be delayed
- post-void residual bladder volume by ultrasound or catheterisation (a large residual supports the diagnosis)
- inflammatory markers and blood cultures if abscess is suspected
- imaging for tuberculosis or malignancy as indicated.
Management: urgent neurosurgical or orthopaedic spinal referral and surgical decompression — outcomes are strongly time-dependent, and decompression is conventionally recommended as an emergency, ideally within 24–48 hours of onset and sooner if possible. Add corticosteroids for malignant compression, antibiotics and drainage for abscess, and antitubercular therapy for Pott's disease. Follow with bladder management (intermittent catheterisation), bowel programme, physiotherapy and rehabilitation.
Ask about bladder function and test perianal sensation and anal tone in every patient with acute back pain and leg symptoms. These take one minute and are the difference between a treatable disc and lifelong incontinence, sexual dysfunction and paralysis. Once sphincter function is lost, recovery is often incomplete even after successful surgery — which is why the diagnosis must be made before retention develops, not after. Cauda equina syndrome is one of the commonest sources of medical litigation precisely because it is missed at first presentation.
Definition
Dementia (major neurocognitive disorder) is an acquired, progressive, generalised impairment of cognition — affecting memory, language, executive function, visuospatial ability and personality — sufficient to interfere with independence in daily activities, occurring in clear consciousness. The last point is the essential distinction from delirium.
Mild cognitive impairment is objective cognitive decline without significant functional impairment; a proportion converts to dementia each year.
Causes
| Type | Proportion | Key Features |
|---|---|---|
| Alzheimer's disease | 50–60% | Insidious memory-led decline; temporoparietal involvement |
| Vascular dementia | 20% | Stepwise deterioration, focal neurological signs, vascular risk factors, executive dysfunction early |
| Dementia with Lewy bodies | 10–15% | Fluctuating cognition, visual hallucinations, parkinsonism, REM sleep behaviour disorder, severe neuroleptic sensitivity |
| Frontotemporal dementia | 5–10% | Younger onset; personality and behavioural change or progressive aphasia, with memory relatively preserved early |
| Mixed | Common | Alzheimer's with vascular pathology |
| Reversible causes | ~5% | See below — must be excluded in every patient |
Potentially reversible causes — the reason every patient is investigated: vitamin B12 and folate deficiency, hypothyroidism, normal pressure hydrocephalus (the triad of gait apraxia, urinary incontinence and dementia — "wet, wacky and wobbly"), chronic subdural haematoma, neurosyphilis, HIV, Wilson's disease, depression (pseudodementia), alcohol-related brain damage, medication effects (anticholinergics, benzodiazepines), and tumour.
Alzheimer's Disease
Pathology:
- Extracellular amyloid (senile) plaques of beta-amyloid, derived from abnormal cleavage of amyloid precursor protein.
- Intracellular neurofibrillary tangles of hyperphosphorylated tau.
- Loss of cholinergic neurones in the nucleus basalis of Meynert — the basis of cholinesterase inhibitor therapy.
- Neuronal loss with cortical atrophy, most marked in the medial temporal lobe and hippocampus, with compensatory ventricular enlargement.
Risk factors: age (the dominant factor), family history, APOE ε4 allele, Down syndrome (trisomy 21 — extra APP gene dosage, with almost universal Alzheimer pathology by the fifth decade), low education, head injury, and midlife vascular risk factors — hypertension, diabetes, obesity, smoking, physical inactivity and hearing loss, which are the modifiable targets.
Clinical course:
- Early: episodic memory loss — repeating questions, misplacing items, difficulty learning new information; word-finding difficulty; getting lost in unfamiliar places. Insight is often partially preserved and the patient may be distressed.
- Middle: worsening memory with apraxia, agnosia and aphasia; disorientation in familiar surroundings; impaired judgement and self-care; behavioural and psychological symptoms — agitation, wandering, delusions (often of theft), sundowning; loss of insight.
- Late: severe global impairment, mutism, incontinence, immobility, dysphagia and weight loss. Death is usually from aspiration pneumonia or sepsis.
Assessment
- History from the patient AND a reliable informant — the informant history is indispensable and often more accurate.
- Cognitive testing: MMSE, MoCA (more sensitive for executive dysfunction and mild impairment), clock-drawing test, and formal neuropsychological assessment where the picture is complex.
- Functional assessment — activities of daily living, and specifically driving, finances, medication management and cooking safety.
- Physical and neurological examination — for focal signs, parkinsonism, gait, and vascular disease.
- Screen for depression and for delirium.
Investigations:
- CBC, renal and liver function, calcium, glucose, thyroid function, vitamin B12 and folate
- HIV and syphilis serology where indicated
- CT or MRI brain — to exclude tumour, subdural haematoma and hydrocephalus, and to demonstrate the pattern of atrophy (medial temporal in Alzheimer's) and vascular burden. Specialist tests where the diagnosis is uncertain: FDG-PET, amyloid and tau PET, and CSF biomarkers (low amyloid-beta 42, raised total and phosphorylated tau).
Management
Pharmacological:
- Cholinesterase inhibitors — donepezil, rivastigmine, galantamine — for mild to moderate Alzheimer's and for dementia with Lewy bodies (where they are particularly helpful for hallucinations). They produce modest symptomatic benefit and do not alter progression. Adverse effects: nausea, diarrhoea, bradycardia, syncope.
- Memantine (NMDA antagonist) — for moderate to severe disease, alone or combined.
- Anti-amyloid monoclonal antibodies (lecanemab, donanemab) — recently approved in some countries for early Alzheimer's; they modestly slow decline but carry a risk of amyloid-related imaging abnormalities (ARIA) with oedema and haemorrhage, require confirmed amyloid positivity and intensive MRI monitoring, and are very expensive; availability in India is limited.
- Treat vascular risk factors aggressively, especially in vascular and mixed dementia.
Non-pharmacological — the foundation of care:
- Cognitive stimulation therapy, reminiscence work, structured routine, and orientation aids (clocks, calendars, labels).
- Environmental modification for safety — gas and stove safety, wandering, falls, driving assessment.
- Exercise, social engagement, hearing and vision correction, sleep hygiene, and nutrition.
- Management of behavioural and psychological symptoms — first identify and treat precipitants (pain, infection, constipation, urinary retention, drug side effects, environmental change), then use non-pharmacological strategies. Antipsychotics only for severe distress or risk, at the lowest dose for the shortest time, with a clear review date.
- Carer support — essential and often neglected: education, respite care, financial and legal advice, and treatment of carer depression and burnout.
- Advance care planning while capacity is retained — power of attorney, treatment preferences, and end-of-life wishes.
Never give conventional antipsychotics (haloperidol) to a patient with dementia with Lewy bodies. They cause severe neuroleptic sensitivity reactions — profound parkinsonism, autonomic instability, neuroleptic malignant syndrome and death. Always ask about visual hallucinations, fluctuating cognition and parkinsonism before prescribing any antipsychotic to a demented patient; if one is unavoidable, use quetiapine or clozapine. Note also that antipsychotics increase stroke risk and mortality in all forms of dementia.
Definition
Encephalitis is inflammation of the brain parenchyma associated with neurological dysfunction. It is distinguished from meningitis — inflammation of the meninges — by the presence of altered consciousness, personality change, seizures or focal neurological deficits, rather than the meningism and preserved cognition of meningitis. Overlap (meningoencephalitis) is common.
Aetiology
| Category | Agents |
|---|---|
| Sporadic | Herpes simplex virus type 1 — the commonest sporadic cause and the most important because it is treatable; varicella-zoster, Epstein–Barr, cytomegalovirus, HHV-6, enteroviruses, mumps, measles, influenza |
| Arboviral (epidemic, vector-borne) | Japanese encephalitis — the leading epidemic cause in India, especially in Uttar Pradesh, Bihar, Assam and West Bengal; dengue, chikungunya, West Nile, Nipah virus (Kerala outbreaks) |
| Rabies | Invariably fatal once symptomatic; hydrophobia, aerophobia, agitation |
| Immunocompromised | CMV, HHV-6, JC virus (progressive multifocal leukoencephalopathy), HIV itself |
| Non-viral mimics | Autoimmune encephalitis (anti-NMDA receptor), tuberculous and fungal meningoencephalitis, cerebral malaria, bacterial abscess, neurosyphilis |
Clinical Features
- Prodrome: fever, headache, malaise, myalgia, and often upper respiratory or gastrointestinal symptoms.
- Encephalopathy — the defining feature: altered consciousness ranging from drowsiness to coma, confusion, behavioural and personality change, hallucinations, and psychiatric presentations.
- Seizures — focal or generalised, very common and sometimes the presenting feature.
- Focal neurological deficits: hemiparesis, cranial nerve palsies, ataxia, movement disorders.
- Meningism may coexist.
- Herpes simplex encephalitis characteristically involves the temporal and inferior frontal lobes, producing prominent behavioural change, memory impairment, olfactory or gustatory hallucinations, aphasia and focal temporal lobe seizures — a psychiatric-looking presentation in a febrile patient.
- Japanese encephalitis: abrupt onset with high fever, seizures (particularly in children), parkinsonian features with masked facies, tremor and rigidity from basal ganglia and thalamic involvement, and a high rate of neurological sequelae.
- Autoimmune (anti-NMDAR) encephalitis: young patients, often women, with prominent psychiatric symptoms, orofacial dyskinesias, autonomic instability and seizures; associated with ovarian teratoma.
Investigations
- CSF examination (after imaging where there is focal deficit or depressed consciousness): lymphocytic pleocytosis (typically 10–500/µL), mildly raised protein, and NORMAL glucose — the normal glucose is the key contrast with bacterial and tuberculous meningitis. Red blood cells and xanthochromia may be present in HSV encephalitis from haemorrhagic necrosis.
- CSF PCR — the diagnostic test of choice: HSV PCR (highly sensitive and specific, though may be negative in the first 72 hours — repeat if suspicion is high), plus PCR for VZV, enterovirus and others; Japanese encephalitis IgM in CSF and serum (MAC-ELISA).
- MRI brain (superior to CT): in HSV encephalitis, asymmetrical temporal lobe and inferior frontal T2/FLAIR hyperintensity with oedema and sometimes haemorrhage — highly suggestive. Thalamic and basal ganglia lesions in Japanese encephalitis.
- EEG — diffuse slowing; periodic lateralised epileptiform discharges (PLEDs) over the temporal lobe support HSV encephalitis, and it also detects non-convulsive seizures.
- Bloods and other: CBC, electrolytes (hyponatraemia is common), renal and liver function, blood cultures, malaria smear and rapid test, HIV serology, and autoimmune encephalitis antibody panel with tumour screening where suspected.
Management
1. Start intravenous aciclovir IMMEDIATELY in every case of suspected encephalitis, before PCR results are available, and continue until HSV is excluded. This single decision determines outcome — see the danger box.
2. Supportive and intensive care
- Airway protection and ventilation for depressed consciousness; manage raised intracranial pressure.
- Control seizures with antiepileptics; monitor for non-convulsive status.
- Fluid and electrolyte management (SIADH is common), nutrition, DVT prophylaxis, pressure care and glycaemic control.
- Add empirical antibacterial cover where bacterial meningitis cannot be excluded, and antimalarials where cerebral malaria is possible.
3. Specific therapy where identified
- Ganciclovir or foscarnet for CMV
- antiretroviral therapy for HIV-related disease
- immunotherapy (steroids, IVIG, plasma exchange, rituximab) plus tumour removal for autoimmune encephalitis.
- Japanese encephalitis and most arboviral encephalitides have no specific antiviral treatment — management is entirely supportive.
4. Prevention and public health
- Japanese encephalitis vaccination — included in the Universal Immunisation Programme in endemic districts of India, alongside vector control, pig-rearing separation from housing, and mosquito avoidance.
- Rabies post-exposure prophylaxis; measles, mumps and varicella vaccination.
- Notify notifiable conditions to public health authorities.
Prognosis
- Untreated herpes simplex encephalitis has a mortality of around 70%
- with prompt aciclovir this falls to about 20–30%, though survivors frequently have memory impairment, personality change and epilepsy. Japanese encephalitis has a mortality of 20–30% with neurological sequelae in up to half of survivors.
- Delay in starting aciclovir is the single strongest determinant of poor outcome.
Give aciclovir on suspicion, not on confirmation. Any patient with fever plus altered behaviour, confusion, seizures or focal deficit should receive intravenous aciclovir immediately — it is safe (requiring only adequate hydration and renal monitoring), and every hour of delay in herpes simplex encephalitis worsens outcome. Waiting for the CSF PCR, which takes time and may be falsely negative in the first three days, is a well-documented and irreversible error.
Aciclovir dose and duration, and Japanese encephalitis vaccination schedule under the UIP — confirm against current national guidance.
Definition
Diabetes mellitus is a group of metabolic disorders characterised by chronic hyperglycaemia resulting from defects in insulin secretion, insulin action, or both, leading to long-term microvascular and macrovascular complications. India carries one of the largest diabetic populations in the world, with a distinct phenotype — onset a decade earlier, at a lower BMI, with greater central adiposity and insulin resistance than in Western populations.
Classification
| Feature | Type 1 | Type 2 |
|---|---|---|
| Pathogenesis | Autoimmune beta-cell destruction — absolute insulin deficiency | Insulin resistance with progressive beta-cell failure |
| Age at onset | Usually childhood/adolescence | Usually > 40 years (falling in India) |
| Body habitus | Lean | Overweight, central obesity |
| Onset | Abrupt, weeks | Insidious, often asymptomatic for years |
| Ketosis | Prone — presents with DKA | Resistant; presents with HHS |
| Autoantibodies | Anti-GAD65, IA-2, ZnT8, islet cell | Absent |
| C-peptide | Low or absent | Normal or high (low late in disease) |
| Treatment | Insulin from diagnosis, lifelong | Lifestyle, oral agents, later insulin |
Other types: gestational diabetes; MODY (autosomal dominant, young, non-obese, non-ketotic, often sulphonylurea-responsive); LADA (latent autoimmune diabetes in adults); secondary diabetes from pancreatic disease (fibrocalculous pancreatic diabetes is important in India), Cushing's syndrome, acromegaly, phaeochromocytoma, and drugs (corticosteroids, thiazides, antipsychotics, protease inhibitors).
Pathogenesis of Type 2 Diabetes — the "ominous Octet"
Eight mechanisms contribute, and each is a drug target: reduced insulin secretion (beta cell), increased glucagon (alpha cell), increased hepatic glucose production, decreased muscle glucose uptake, increased lipolysis (adipocyte), increased renal glucose reabsorption, decreased incretin effect (gut), and neurotransmitter dysfunction (brain).
Risk factors: family history, obesity (especially central obesity — waist circumference thresholds are lower for Indians: ≥ 90 cm men, ≥ 80 cm women), physical inactivity, dietary pattern, prior gestational diabetes, PCOS, and low birth weight (thrifty phenotype).
Clinical Features
- Classic osmotic symptoms: polyuria, polydipsia, polyphagia with weight loss, nocturia, fatigue, blurred vision.
- Infections: recurrent candidiasis, balanoposthitis, pruritus vulvae, boils, urinary tract infection, poorly healing wounds, and tuberculosis — a critical association in India.
- Asymptomatic detection on routine testing is common in type 2.
- Presenting with a complication — neuropathy, retinopathy, nephropathy, coronary disease or a diabetic foot ulcer — indicates that hyperglycaemia has been present for years.
- Acanthosis nigricans and skin tags indicate insulin resistance.
Diagnosis
| Test | Diabetes | Prediabetes |
|---|---|---|
| Fasting plasma glucose | ≥ 126 mg/dL (8 h fast) | 100–125 mg/dL (impaired fasting glucose) |
| 2-h plasma glucose on 75 g OGTT | ≥ 200 mg/dL | 140–199 mg/dL (impaired glucose tolerance) |
| HbA1c | ≥ 6.5% | 5.7–6.4% |
| Random glucose with classic symptoms | ≥ 200 mg/dL | — |
In the absence of unequivocal hyperglycaemia, a diagnostic result must be confirmed by repeat testing. HbA1c is unreliable in anaemia, haemoglobinopathies, recent transfusion, pregnancy, and chronic kidney or liver disease — all common in India.
Management
1. Lifestyle — the foundation for every patient
Medical nutrition therapy with an individualised, culturally appropriate plan; at least 150 minutes of moderate aerobic activity weekly plus resistance training; weight loss of 5–10% substantially improves glycaemia; smoking cessation; alcohol moderation; and structured diabetes self-management education, including foot care and sick-day rules.
2. Pharmacological therapy in type 2
- Metformin — first-line unless contraindicated. Reduces hepatic gluconeogenesis and improves insulin sensitivity; weight-neutral, no hypoglycaemia; adverse effects include gastrointestinal upset and vitamin B12 deficiency; withhold in renal impairment and before contrast studies because of lactic acidosis risk.
- SGLT2 inhibitors (empagliflozin, dapagliflozin) — glycosuric; proven cardiovascular and renal benefit and reduction in heart failure hospitalisation; risks are genital mycotic infection, volume depletion and euglycaemic DKA.
- GLP-1 receptor agonists (liraglutide, semaglutide, dulaglutide) — incretin-based; weight loss and cardiovascular benefit; nausea is the main limitation.
- DPP-4 inhibitors (sitagliptin, vildagliptin) — weight-neutral, well tolerated, modest efficacy.
- Sulphonylureas (glimepiride, gliclazide) — potent and cheap, widely used in India; cause hypoglycaemia and weight gain.
- Pioglitazone — improves insulin sensitivity; causes weight gain, fluid retention and fracture risk; avoid in heart failure.
- Insulin — for type 1 always; in type 2 for marked hyperglycaemia, symptoms, catabolism, pregnancy, intercurrent illness, surgery, or failure of oral agents. Regimens range from basal insulin added to oral agents, through premixed twice-daily, to basal-bolus.
Choice is increasingly driven by comorbidity rather than glucose alone: SGLT2 inhibitors for heart failure and chronic kidney disease, GLP-1 agonists for established atherosclerotic disease and obesity.
3. Glycaemic targets
Generally HbA1c below 7%, individualised — tighter in the young, newly diagnosed and otherwise healthy; more relaxed (7.5–8%) in the elderly, those with hypoglycaemia unawareness, limited life expectancy or advanced complications.
4. Comprehensive risk reduction — as important as glucose control
Blood pressure control (ACE inhibitor or ARB, particularly with albuminuria), statin therapy, antiplatelet therapy where indicated, annual retinal screening, annual urine albumin:creatinine ratio and eGFR, annual foot examination with monofilament testing, dental care, and vaccination.
Screen every newly diagnosed diabetic in India for tuberculosis, and screen every tuberculosis patient for diabetes. Diabetes triples the risk of active TB, worsens treatment outcomes and increases relapse; the bidirectional screening policy is national programme guidance and a frequently examined point.
Complications
Acute: diabetic ketoacidosis, hyperglycaemic hyperosmolar state, hypoglycaemia, lactic acidosis.
Chronic microvascular: retinopathy, nephropathy, neuropathy.
Chronic macrovascular: coronary artery disease, stroke, peripheral arterial disease.
Others: diabetic foot, infections, autonomic neuropathy, cataract, dyslipidaemia, non-alcoholic fatty liver disease.
Drug doses, HbA1c targets and the Indian waist circumference thresholds — confirm against current ADA/RSSDI standards of care before publication.
Definition & Classification
Adrenal insufficiency is deficient production of adrenocortical hormones — glucocorticoid (cortisol), and in primary disease also mineralocorticoid (aldosterone) and adrenal androgens.
| Type | Site of Defect | Causes | Key Features |
|---|---|---|---|
| Primary (Addison's disease) | Adrenal cortex | Autoimmune adrenalitis (commonest in the West); tuberculosis (the commonest cause in India); adrenal haemorrhage (Waterhouse–Friderichsen syndrome in meningococcaemia); metastases; HIV, histoplasmosis; adrenoleukodystrophy; bilateral adrenalectomy; drugs (ketoconazole, etomidate, rifampicin) | Hyperpigmentation, hyperkalaemia, salt craving, ACTH high |
| Secondary | Pituitary — ACTH deficiency | Pituitary tumour or surgery, Sheehan's syndrome, apoplexy, craniopharyngioma, radiation | No hyperpigmentation, potassium normal, other pituitary deficits |
| Tertiary | Hypothalamus / exogenous steroid | Abrupt withdrawal of long-term corticosteroids — the commonest cause of adrenal insufficiency overall | As secondary |
Pathophysiology of the Clinical Signs
- Cortisol deficiency → fatigue, weight loss, hypoglycaemia, hypotension, inability to withstand stress.
- Aldosterone deficiency (primary only) → sodium loss and potassium retention: hyponatraemia, hyperkalaemia, hypovolaemia, postural hypotension, salt craving.
- Loss of negative feedback (primary only) → high ACTH from the POMC precursor, which also generates melanocyte-stimulating hormone → hyperpigmentation.
- Adrenal androgen deficiency → loss of axillary and pubic hair and reduced libido in women.
Clinical Features
Chronic (insidious, and frequently missed for months):
- Profound fatigue, weakness, anorexia, weight loss, nausea, vomiting, abdominal pain, diarrhoea.
- Postural dizziness and hypotension.
- Hyperpigmentation — the hallmark of primary disease: most marked in palmar creases, knuckles, scars, buccal mucosa, gums, areolae and pressure points.
- Salt craving; myalgia and arthralgia; depression and irritability.
- Vitiligo may coexist in autoimmune disease.
- In women, loss of axillary and pubic hair.
Associated autoimmune disease: thyroid disease, type 1 diabetes, pernicious anaemia — the autoimmune polyglandular syndromes.
Adrenal (addisonian) Crisis
A life-threatening emergency precipitated by infection, trauma, surgery, vomiting, or abrupt withdrawal of steroids, in a patient with undiagnosed or inadequately replaced insufficiency.
Features: profound hypotension and shock refractory to fluids and vasopressors, severe vomiting and abdominal pain (may mimic an acute abdomen), fever, confusion progressing to coma, hypoglycaemia, hyponatraemia with hyperkalaemia, and hypovolaemia.
Investigations
- Serum electrolytes: hyponatraemia with hyperkalaemia (primary), hypoglycaemia, sometimes hypercalcaemia and a mild metabolic acidosis.
- 8–9 a.m. serum cortisol: a clearly low value supports the diagnosis; a clearly normal value largely excludes it; intermediate values require dynamic testing.
- Short Synacthen (ACTH stimulation) test — the confirmatory investigation. Measure cortisol before and after synthetic ACTH; failure of cortisol to rise adequately confirms adrenal insufficiency.
- Plasma ACTH — distinguishes the level of the lesion: markedly raised in primary, low or inappropriately normal in secondary and tertiary disease.
- Plasma renin and aldosterone: high renin with low aldosterone in primary disease.
- Adrenal autoantibodies (21-hydroxylase); if negative, investigate for other causes.
- Imaging: CT adrenals — small atrophic glands in autoimmune disease; enlarged glands with calcification in tuberculosis; masses in metastases or haemorrhage. MRI pituitary in secondary disease.
- Screen for tuberculosis in the Indian setting — chest X-ray, Mantoux, sputum studies.
In suspected adrenal crisis, treat first and confirm later. Take a sample for cortisol and ACTH, then give hydrocortisone immediately — do not wait for results. Dexamethasone may be used if a Synacthen test is planned, since it does not interfere with the cortisol assay. Delay to obtain confirmation kills patients; a single dose of steroid harms nobody.
Management
Adrenal crisis:
1. Intravenous hydrocortisone immediately, then repeated doses or a continuous infusion.
2. Aggressive fluid resuscitation with isotonic saline; add dextrose for hypoglycaemia.
3. Correct hypoglycaemia and electrolyte disturbance — hyperkalaemia usually resolves with fluids and steroid.
4. Identify and treat the precipitant — infection is the commonest.
5. Monitor closely; taper to oral maintenance as the patient recovers. Mineralocorticoid is not needed at high hydrocortisone doses, which have intrinsic mineralocorticoid activity.
Long-term replacement:
- Glucocorticoid: hydrocortisone in divided doses mimicking the diurnal rhythm — the largest dose on waking. Prednisolone is an alternative.
- Mineralocorticoid: fludrocortisone in primary disease only; titrate against postural blood pressure, potassium and renin.
- Androgen replacement (DHEA) may be considered in women with persistent low libido and energy.
- Treat the underlying cause — antitubercular therapy where tuberculosis is responsible.
Patient education — the most important long-term intervention:
- Never stop steroids abruptly.
- "Sick day rules": double the glucocorticoid dose during fever or intercurrent illness, and seek urgent care if vomiting prevents oral intake.
- Carry a steroid emergency card and medical alert bracelet; keep an emergency hydrocortisone injection kit at home, with the patient and family trained to use it.
- Inform every treating doctor and dentist; additional cover is required for surgery and procedures.
Hydrocortisone and fludrocortisone replacement doses, Synacthen test cortisol cut-offs, and perioperative steroid cover regimens — confirm against current endocrine society guidance.
Definition
Thyrotoxicosis is the clinical state resulting from excess circulating thyroid hormone. Hyperthyroidism strictly means excess hormone *production* by the gland — an important distinction, since thyroiditis and exogenous hormone cause thyrotoxicosis without hyperthyroidism.
Causes
| With increased radioiodine uptake | With decreased uptake |
|---|---|
| Graves' disease (60–80%) | Thyroiditis — subacute (de Quervain's), painless, postpartum |
| Toxic multinodular goitre (Plummer's) — elderly | Exogenous thyroxine (thyrotoxicosis factitia) |
| Toxic adenoma | Iodine-induced (amiodarone, contrast) |
| TSH-secreting pituitary adenoma; hCG-mediated (molar pregnancy) | Struma ovarii; metastatic thyroid carcinoma |
Graves' Disease
An autoimmune disorder in which TSH receptor-stimulating antibodies (TRAb/TSI) bind and activate the TSH receptor, causing diffuse gland hyperplasia and unregulated hormone production. It affects women 5–10 times more often, peaks at 20–50 years, and is associated with HLA-DR3 and with other autoimmune diseases.
Features unique to Graves' (not seen in other causes of thyrotoxicosis):
- Diffuse, smooth goitre with a bruit (from increased vascularity)
- Graves' ophthalmopathy — proptosis (exophthalmos), lid retraction and lid lag, periorbital oedema, chemosis, diplopia from extraocular muscle involvement, and in severe cases optic nerve compression with visual loss. Caused by retro-orbital glycosaminoglycan deposition and fibroblast activation; worsened by smoking and by radioiodine therapy
- Pretibial myxoedema — non-pitting, indurated plaques over the shins
- Thyroid acropachy — clubbing with periostitis (rare)
Clinical Features of Thyrotoxicosis
- General: heat intolerance, excessive sweating, weight loss despite increased appetite, fatigue.
- Cardiovascular: palpitations, sinus tachycardia, atrial fibrillation (in 10–20%, especially the elderly), wide pulse pressure, high-output cardiac failure.
- Neuromuscular: fine tremor, anxiety, irritability, emotional lability, insomnia, proximal myopathy, brisk reflexes, hypokalaemic periodic paralysis (notably in Asian men).
- Gastrointestinal: increased bowel frequency, diarrhoea.
- Reproductive: oligomenorrhoea, infertility, gynaecomastia.
- Elderly — "apathetic thyrotoxicosis": weight loss, atrial fibrillation, heart failure and depression without the classic hyperadrenergic features; easily missed.
Investigations
- TSH — the single best initial test: suppressed in primary thyrotoxicosis. Free T4 and free T3 raised (T3-toxicosis has raised T3 with normal T4).
- TSH receptor antibodies (TRAb) — confirm Graves' disease; also predict fetal risk in pregnancy.
- Anti-TPO antibodies — positive in autoimmune thyroid disease generally.
- Radioiodine uptake scan — diffuse increased uptake in Graves', focal ("hot") nodule in toxic adenoma, patchy in multinodular goitre, and low uptake in thyroiditis and factitious thyrotoxicosis — the key discriminator when the cause is unclear. Contraindicated in pregnancy and lactation.
- ECG for atrial fibrillation; CBC (may show mild neutropenia before treatment — important baseline); LFT (baseline before antithyroid drugs).
Management
- Beta-blockers (propranolol) — rapid symptomatic control of tremor, palpitations, anxiety and heat intolerance; propranolol additionally inhibits peripheral T4 to T3 conversion.
- Antithyroid drugs (thionamides): carbimazole/methimazole (first-line) and propylthiouracil (PTU). They inhibit thyroid peroxidase; PTU also blocks peripheral conversion. Used as a titration regimen or "block and replace" for 12–18 months in Graves'. PTU is preferred in the first trimester of pregnancy and in thyroid storm; carbimazole is preferred otherwise because PTU carries a risk of severe hepatotoxicity.
- Radioiodine (I-131) — definitive, simple and effective; the commonest definitive treatment in many centres. Contraindicated in pregnancy, lactation and active ophthalmopathy (which it may worsen). Hypothyroidism is an expected consequence requiring lifelong thyroxine.
- Surgery (subtotal or total thyroidectomy) — for large compressive goitre, suspicion of malignancy, failure of or intolerance to drugs, or patient preference. Requires preoperative rendering euthyroid plus iodine (Lugol's) to reduce vascularity. Complications: hypoparathyroidism, recurrent laryngeal nerve injury, hypothyroidism.
- Ophthalmopathy: smoking cessation (the strongest modifiable factor), lubricants, head elevation, selenium in mild disease; corticosteroids, orbital radiotherapy, teprotumumab or decompression in severe disease; specialist ophthalmology input.
Warn every patient starting carbimazole or propylthiouracil about agranulocytosis. Instruct them to stop the drug and obtain an urgent full blood count if they develop sore throat, mouth ulcers or fever. It is rare but potentially fatal, and usually occurs in the first 3 months. Also warn about PTU-induced hepatic failure and ANCA-associated vasculitis.
Thyroid Storm (thyrotoxic Crisis)
A decompensated, life-threatening exacerbation of thyrotoxicosis, with mortality of 10–30% even with treatment.
Precipitants: infection, surgery (especially thyroid surgery in an unprepared patient), trauma, childbirth, diabetic ketoacidosis, radioiodine therapy, iodinated contrast, and abrupt withdrawal of antithyroid drugs.
Features:
- hyperpyrexia (often > 40 °C), marked tachycardia and atrial fibrillation with heart failure, agitation, delirium, seizures and coma, vomiting, diarrhoea, jaundice and abdominal pain, and dehydration with shock. The Burch–Wartofsky score aids recognition
- the diagnosis is clinical, since hormone levels are no higher than in uncomplicated thyrotoxicosis.
Management — treat immediately, in intensive care:
1. Beta-blockade — propranolol intravenously or orally for adrenergic control.
2. Propylthiouracil — preferred over carbimazole here because it also blocks peripheral T4→T3 conversion.
3. Iodine (Lugol's solution or potassium iodide) — given at least 1 hour AFTER the thionamide, to block hormone release (Wolff–Chaikoff effect). Giving iodine first provides substrate for further hormone synthesis.
4. Corticosteroids (hydrocortisone) — block peripheral conversion and treat relative adrenal insufficiency.
5. Supportive: cooling with paracetamol (avoid aspirin, which displaces thyroid hormone from binding proteins), intravenous fluids, correction of electrolytes, treatment of heart failure and arrhythmia.
6. Identify and treat the precipitant — particularly infection.
Thionamide and iodine doses in thyroid storm, and the Burch–Wartofsky scoring thresholds — confirm before printing.
Definition & Causes
Hypothyroidism is the clinical state resulting from deficient thyroid hormone action. It affects around 1–2% of the population, is 5–10 times commoner in women, and rises in prevalence with age.
| Type | Causes |
|---|---|
| Primary (95%) | Hashimoto's (chronic autoimmune) thyroiditis — commonest cause in iodine-sufficient areas; iodine deficiency — still the commonest cause worldwide and in parts of India; post-radioiodine or post-thyroidectomy; drugs (amiodarone, lithium, antithyroid drugs); subacute thyroiditis (transient); congenital (dyshormonogenesis, agenesis); infiltrative disease |
| Secondary | Pituitary disease — tumour, surgery, Sheehan's syndrome |
| Tertiary | Hypothalamic disease |
| Peripheral | Thyroid hormone resistance (rare) |
Hashimoto's Thyroiditis
An autoimmune disorder with lymphocytic infiltration and germinal centre formation, destroying thyroid tissue. Anti-thyroid peroxidase (anti-TPO) antibodies are positive in over 90%, and anti-thyroglobulin in many. It presents with a firm, non-tender, diffuse goitre and progressive hypothyroidism, though a transient thyrotoxic phase ("Hashitoxicosis") may occur early as stored hormone is released. It is associated with other autoimmune disease (type 1 diabetes, Addison's, vitiligo, pernicious anaemia) and carries a small increased risk of thyroid lymphoma — suspect this if the gland enlarges rapidly.
Clinical Features
- General: fatigue, cold intolerance, weight gain despite reduced appetite, hoarse voice, somnolence.
- Skin and appendages: dry coarse skin, non-pitting periorbital puffiness (myxoedema), brittle hair, loss of the outer third of the eyebrows (madarosis), carotenaemia with yellowish palms.
- Cardiovascular: bradycardia, hypertension (diastolic), pericardial effusion, cardiomegaly, hypercholesterolaemia with accelerated atherosclerosis.
- Neuromuscular: delayed relaxation phase of the ankle jerk — a classic bedside sign, myalgia, proximal myopathy with raised CK, carpal tunnel syndrome, paraesthesiae, cerebellar ataxia.
- Gastrointestinal: constipation, ileus, ascites.
- Reproductive: menorrhagia, infertility, galactorrhoea (raised TRH stimulates prolactin), erectile dysfunction.
- Neuropsychiatric: poor memory and concentration, depression, and in severe cases "myxoedema madness" with psychosis.
- Children: growth failure and, in congenital hypothyroidism, irreversible intellectual disability — the reason for newborn screening.
Investigations
- TSH — the single best test. RAISED in primary hypothyroidism with low free T4.
- Subclinical hypothyroidism: raised TSH with normal free T4.
- Secondary hypothyroidism: low free T4 with low or inappropriately normal TSH — TSH alone will miss this, so measure free T4 when pituitary disease is suspected.
- Anti-TPO antibodies — confirm autoimmune aetiology and predict progression from subclinical to overt disease.
- Supporting: hypercholesterolaemia, macrocytic anaemia, raised creatine kinase, hyponatraemia; ECG showing bradycardia and low-voltage complexes; ultrasound for nodular disease.
Management
- Levothyroxine (T4) — the treatment of choice, given once daily on an empty stomach, 30–60 minutes before breakfast, and separated from calcium, iron, proton pump inhibitors and soy, which impair absorption.
- Start at a low dose and titrate slowly in the elderly and in ischaemic heart disease — abrupt full replacement can precipitate angina, infarction or arrhythmia.
- Recheck TSH after 6–8 weeks and adjust; once stable, monitor annually. Titrate to a normal TSH in primary disease, but to free T4 in secondary disease, where TSH is uninformative.
- Pregnancy: requirements increase by 25–50%; check TSH each trimester and treat promptly, since maternal hypothyroidism impairs fetal neurodevelopment.
- Subclinical hypothyroidism: treat if TSH is markedly raised, if anti-TPO positive with symptoms, in pregnancy or when planning conception, or where there is goitre or dyslipidaemia; otherwise monitor.
- Combination T4/T3 therapy is not routinely recommended.
Myxoedema Coma
The decompensated end-stage of severe untreated hypothyroidism — a rare emergency with mortality of 20–50%. Typically an elderly woman in winter, with undiagnosed or untreated hypothyroidism.
Precipitants: cold exposure, infection, stroke, myocardial infarction, trauma, surgery, and sedatives, opioids or anaesthetics.
Features: hypothermia (often without shivering), depressed consciousness progressing to coma, bradycardia and hypotension, hypoventilation with hypercapnia and hypoxia, hyponatraemia, hypoglycaemia, seizures, ileus and urinary retention, with the physical stigmata of hypothyroidism.
Management — intensive care, treat before confirmation:
1. Intravenous levothyroxine (with or without liothyronine/T3) — loading dose then maintenance.
2. Intravenous hydrocortisone BEFORE thyroid hormone — coexisting adrenal insufficiency is common, and giving thyroid hormone alone can precipitate an adrenal crisis.
3. Passive rewarming — active external rewarming causes peripheral vasodilatation and cardiovascular collapse.
4. Ventilatory support for hypercapnic respiratory failure; cautious fluids; correct hyponatraemia slowly and treat hypoglycaemia.
5. Identify and treat the precipitant, especially infection — fever may be absent, so have a low threshold for antibiotics.
6. Avoid sedatives, and use all drugs cautiously as metabolism is markedly slowed.
Give hydrocortisone before thyroid hormone in myxoedema coma. Thyroid hormone accelerates cortisol metabolism, and in a patient with unrecognised adrenal insufficiency this can precipitate a fatal adrenal crisis. The same principle applies when starting thyroxine in any patient with suspected hypopituitarism.
Levothyroxine loading and maintenance doses in myxoedema coma, and starting doses by age and cardiac status — confirm against current guidance.
Definition
Diabetic ketoacidosis (DKA) is an acute metabolic emergency defined by the triad:
1. Hyperglycaemia (usually > 250 mg/dL — but see euglycaemic DKA below)
2. Ketosis — raised blood or urine ketones
3. Metabolic acidosis — pH < 7.3 and/or bicarbonate < 15–18 mEq/L, with a high anion gap
It occurs predominantly in type 1 diabetes but is well recognised in type 2, particularly under severe stress.
Pathophysiology
Absolute or relative insulin deficiency combined with excess counter-regulatory hormones (glucagon, catecholamines, cortisol, growth hormone) produces:
- Unrestrained hepatic gluconeogenesis and glycogenolysis with reduced peripheral glucose uptake → hyperglycaemia → osmotic diuresis → profound dehydration and electrolyte loss.
- Unrestrained lipolysis → free fatty acids → hepatic beta-oxidation to ketone bodies (acetoacetate, beta-hydroxybutyrate, acetone) → high anion gap metabolic acidosis.
- Total body potassium is severely depleted through osmotic diuresis and vomiting, yet the serum potassium is often normal or high on presentation because acidosis and insulin deficiency shift potassium out of cells. Insulin therapy then causes it to fall precipitously.
PRECIPITANTS — the "5 I's"
Infection (the commonest — urinary, respiratory, skin, and in India tuberculosis), Infarction (myocardial, cerebral), Insulin omission or inadequate dose (very common, including deliberate omission in adolescents), Intercurrent illness/surgery/trauma, and Initial presentation of type 1 diabetes. Drugs — corticosteroids, SGLT2 inhibitors, antipsychotics — also precipitate it.
Clinical Features
- Symptoms: polyuria, polydipsia, weight loss; nausea, vomiting and abdominal pain (which may mimic an acute abdomen); weakness.
- Signs: dehydration with dry mucosae, reduced skin turgor, tachycardia and hypotension; Kussmaul breathing (deep sighing respiration); acetone (fruity) odour on the breath; altered sensorium, from drowsiness to coma.
- Hypothermia or normothermia is usual — fever suggests infection, and its absence does not exclude it.
Investigations
- Capillary and laboratory glucose; blood ketones (beta-hydroxybutyrate) — preferred over urine ketones, which measure acetoacetate and may lag or mislead.
- Arterial or venous blood gas — high anion gap metabolic acidosis; venous pH is adequate for monitoring.
- Electrolytes including potassium (repeatedly), sodium, chloride, bicarbonate, urea, creatinine; corrected sodium (add 1.6 mEq/L per 100 mg/dL glucose above normal).
- CBC (leucocytosis occurs from stress alone and does not prove infection), septic screen — urine, chest X-ray, blood cultures.
- ECG — for hyperkalaemic changes and silent myocardial infarction; HbA1c to assess prior control; serum amylase/lipase may be raised without pancreatitis.
Management — Fluids, Insulin, Potassium
1. Fluids — the first and most important intervention
Restore circulating volume with isotonic saline, rapidly at first and then at a maintenance rate guided by clinical status. Switch to dextrose-containing fluid once glucose falls to around 200–250 mg/dL, continuing insulin to clear ketones. Beware fluid overload in the elderly, in renal impairment and in cardiac disease; beware cerebral oedema in children and young adults, in whom fluids must be more cautious.
2. Insulin
Fixed-rate intravenous infusion of short-acting insulin, continued until the ketosis and acidosis resolve — not merely until glucose normalises. Continue any long-acting basal insulin the patient normally takes throughout. Do not stop the infusion until the patient is eating and subcutaneous insulin has been given and has taken effect, with an overlap.
3. Potassium — the commonest lethal error
Check potassium before starting insulin. If it is low, correct it before or alongside insulin; insulin drives potassium into cells and can precipitate fatal arrhythmia. Add potassium to the fluids once the level is in or below the normal range and urine output is adequate, and monitor hourly to two-hourly.
4. Other measures
- Treat the precipitant — antibiotics for infection, management of myocardial infarction.
- Bicarbonate is not recommended except in extreme acidaemia with haemodynamic compromise; it worsens hypokalaemia and may cause paradoxical CSF acidosis.
- Nasogastric tube if there is vomiting with reduced consciousness; thromboprophylaxis; catheterisation only if needed for accurate output.
- Monitor hourly: glucose, ketones, and clinical status; electrolytes 2–4 hourly.
Resolution criteria: ketones cleared, venous pH > 7.3 and bicarbonate > 18, and the patient eating and drinking.
Complications
Hypokalaemia (of treatment), hypoglycaemia, cerebral oedema (mainly children — headache, deteriorating consciousness during treatment; a leading cause of death in paediatric DKA), pulmonary oedema, ARDS, acute kidney injury, thromboembolism, aspiration pneumonia, and hyperchloraemic acidosis from large-volume saline.
Euglycaemic DKA — ketoacidosis with a glucose below 200 mg/dL — occurs with SGLT2 inhibitors, in pregnancy, in starvation, in alcohol use, and where insulin has been partially taken. A normal or near-normal glucose does not exclude DKA. If a patient on an SGLT2 inhibitor is acidotic and unwell, measure ketones — the diagnosis is repeatedly missed, and withholding treatment because "the sugar is fine" is dangerous.
Fluid volumes and rates, insulin infusion rate, and potassium replacement thresholds — these differ between UK (JBDS), ADA and Indian protocols; confirm the regimen you wish to print.
Definition
Hypoglycaemia is defined by Whipple's triad:
1. Symptoms consistent with hypoglycaemia
2. A low plasma glucose concentration measured at the time of symptoms
3. Relief of symptoms when glucose is raised
In diabetic practice, a glucose below 70 mg/dL is the alert value requiring action; below 54 mg/dL indicates clinically significant hypoglycaemia; and severe hypoglycaemia is any episode requiring the assistance of another person, regardless of the value.
Causes
In diabetics (far commoner):
- Excess insulin or sulphonylurea — dose error, or dose unchanged when requirements fall
- Missed or delayed meal, or reduced carbohydrate intake
- Unaccustomed exercise (effect may be delayed for many hours)
- Alcohol — inhibits gluconeogenesis, and blunts awareness
- Renal or hepatic impairment — reduced insulin clearance and gluconeogenesis; a common cause of prolonged hypoglycaemia in the elderly
- Recovery from an intercurrent illness or withdrawal of corticosteroids
In non-diabetics:
- Insulinoma — fasting hypoglycaemia with inappropriately high insulin and C-peptide
- Drugs — quinine, quinolones, beta-blockers (which also mask symptoms), pentamidine, salicylates
- Endocrine — adrenal insufficiency, hypopituitarism, hypothyroidism
- Critical illness — sepsis, hepatic failure, renal failure, malnutrition
- Post-prandial (reactive) hypoglycaemia; post-bariatric surgery
- Non-islet cell tumours producing IGF-2; autoimmune insulin syndrome
- Factitious — surreptitious insulin or sulphonylurea administration
- Alcohol with starvation; falciparum malaria and its treatment with quinine — important in India
Clinical Features
Autonomic (early, glucose ~60–70 mg/dL) — mediated by adrenergic and cholinergic activation, and serving as the warning system:
Sweating, tremor, palpitations, anxiety, hunger, tingling, pallor.
Neuroglycopenic (later, glucose < 50 mg/dL) — from cerebral glucose deprivation:
Difficulty concentrating, confusion, slurred speech, behavioural change and aggression, drowsiness, visual disturbance, focal neurological deficit mimicking stroke, seizures, and coma.
In the elderly, presentation is often atypical — falls, confusion or "stroke-like" episodes — and hypoglycaemia is easily misattributed to dementia or cerebrovascular disease.
Check the blood glucose in every unconscious patient, every seizure and every acute confusional state — before anything else. Hypoglycaemia is a completely reversible cause of coma and focal deficit, and prolonged untreated hypoglycaemia causes permanent brain injury and death. "Never let a patient be labelled a stroke without a glucose reading."
Hypoglycaemia Unawareness
Repeated hypoglycaemia blunts the autonomic warning response, so patients progress to neuroglycopenia without warning symptoms. It is associated with long duration of type 1 diabetes, tight control, autonomic neuropathy, and beta-blocker use. Scrupulous avoidance of hypoglycaemia for several weeks can restore awareness — this is why targets are relaxed in such patients.
Investigations
In a diabetic, no investigation beyond confirming the glucose and identifying the cause is usually needed.
In a non-diabetic, document Whipple's triad and take a "hypoglycaemia screen" at the time of hypoglycaemia, before treatment: plasma glucose, insulin, C-peptide, pro-insulin, beta-hydroxybutyrate, sulphonylurea screen, cortisol and growth hormone.
| Pattern | Insulin | C-peptide | Interpretation |
|---|---|---|---|
| Insulinoma | High | High | Endogenous hyperinsulinism |
| Exogenous insulin (factitious) | High | LOW (suppressed) | The key discriminator |
| Sulphonylurea | High | High | Drug screen positive |
| Non-insulin-mediated | Low | Low | Adrenal failure, liver failure, IGF-2 tumour |
A 72-hour supervised fast remains the definitive test for insulinoma, followed by localisation with CT, MRI, endoscopic ultrasound or Ga-68 DOTANOC PET.
Management
Conscious and able to swallow — the "rule of 15":
Give 15–20 g of rapid-acting carbohydrate (glucose tablets, 3–4 teaspoons of sugar or honey in water, or half a glass of fruit juice or regular soft drink), recheck after 15 minutes, and repeat if still low. Follow with a long-acting carbohydrate (a meal, bread, banana) to prevent recurrence.
Unconscious or unable to swallow:
- Intravenous dextrose — 25% or 50% dextrose as a bolus, followed by a 10% dextrose infusion where recurrence is likely.
- Glucagon intramuscularly where intravenous access is unavailable — but note it is ineffective in starvation, alcohol excess and liver disease, where glycogen stores are depleted.
- Recheck glucose after 10–15 minutes and repeat as needed; give carbohydrate once the patient is alert.
After the episode:
- Identify and correct the cause — review the insulin or sulphonylurea dose, meal pattern, renal function and alcohol intake; re-educate on sick-day rules and exercise.
- Sulphonylurea-induced and long-acting insulin-induced hypoglycaemia require prolonged observation and a dextrose infusion, often for 24–48 hours, because relapse after apparent recovery is the rule. Octreotide may be used for refractory sulphonylurea hypoglycaemia.
- Ensure the patient carries glucose and identification, and that family members know how to recognise and treat episodes.
Definition
Hyperglycaemic hyperosmolar state (HHS) — formerly hyperosmolar non-ketotic coma — is characterised by:
- Severe hyperglycaemia, typically > 600 mg/dL
- Marked serum hyperosmolality, usually > 320 mOsm/kg
- Profound dehydration
- Absence of significant ketosis and acidosis (pH > 7.3, bicarbonate > 18, mild or no ketonaemia)
It occurs typically in elderly patients with type 2 diabetes, often as the first presentation, and develops insidiously over days to weeks. Mortality is considerably higher than in DKA (10–20%), largely because of the age and comorbidity of those affected.
WHY No Ketosis?
Patients with type 2 diabetes retain sufficient residual insulin to suppress lipolysis and hepatic ketogenesis, but not enough to prevent hyperglycaemia. Lower counter-regulatory hormone levels contribute. Hence extreme hyperglycaemia without ketoacidosis.
Precipitants
Infection (pneumonia and urinary sepsis are the commonest), myocardial infarction, stroke, poor fluid intake (elderly, bedbound, dementia, no access to water), drugs — corticosteroids, thiazide and loop diuretics, beta-blockers, antipsychotics, dialysis, and undiagnosed diabetes.
Clinical Features
- Profound dehydration — dry mucosae, sunken eyes, reduced turgor, tachycardia, hypotension, oliguria. Fluid deficits are typically greater than in DKA.
- Neurological features dominate and correlate with osmolality: confusion, drowsiness, focal neurological signs and seizures mimicking stroke, progressing to coma.
- No Kussmaul breathing and no ketotic breath — the clinical contrast with DKA.
- Features of the precipitating illness.
- Complications: arterial and venous thrombosis (hyperviscosity — stroke, myocardial infarction, DVT, PE), rhabdomyolysis, acute kidney injury, and cerebral oedema with over-rapid correction.
Differentiating the Diabetic Comas
| Feature | DKA | HHS | Hypoglycaemic coma |
|---|---|---|---|
| Typical patient | Type 1, young | Type 2, elderly | Any diabetic on insulin/sulphonylurea |
| Onset | Hours to 1–2 days | Days to weeks | Minutes |
| Glucose | > 250 mg/dL | > 600 mg/dL | < 54 mg/dL |
| Ketones | Marked | Absent or minimal | Absent |
| pH / bicarbonate | Low / low (high anion gap) | Normal | Normal |
| Osmolality | Variable | > 320 mOsm/kg | Normal |
| Dehydration | Marked | Extreme | Absent |
| Breathing | Kussmaul, acetone breath | Normal | Normal |
| Skin | Dry, warm | Dry | Sweaty, clammy, pale |
| Neurology | Drowsy | Focal signs, seizures, coma | Tremor, seizures, coma |
| Immediate treatment | Fluids + insulin infusion + potassium | Fluids first, cautious insulin | Glucose — immediately |
The single most useful bedside discriminator is the skin. A sweaty, clammy, pale unconscious diabetic is hypoglycaemic until proved otherwise; a dry, dehydrated one is hyperglycaemic. When in doubt in an unconscious diabetic, give glucose first — it is life-saving in hypoglycaemia and causes negligible harm in hyperglycaemia over the few minutes before the result is available.
Management of HHS
The principles differ from DKA in important ways, and treating HHS "like DKA" causes harm.
1. Fluid replacement is the priority and the main treatment
- Isotonic saline to restore circulating volume; deficits are large (typically 100–220 mL/kg).
- Replace slowly — aim to correct over 24–48 hours, with a gradual fall in osmolality, because rapid correction risks cerebral oedema and osmotic demyelination.
- Monitor for fluid overload in the elderly and those with cardiac or renal disease; central monitoring is often needed.
2. Insulin — later and lower dose than in DKA
- Fluids alone lower glucose substantially; insulin is often withheld initially and started at a low fixed rate once the fall in glucose with fluids plateaus, or immediately if there is significant ketonaemia.
- Excessive early insulin causes a rapid osmotic shift into cells, precipitating cardiovascular collapse and cerebral oedema.
3. Potassium and electrolytes
Total body potassium is depleted; monitor closely and replace as in DKA once urine output is established. Monitor sodium — the corrected sodium typically rises as glucose falls, which is expected.
4. Other measures
- Prophylactic anticoagulation — thrombotic risk is high and this is a specific difference from routine DKA care.
- Treat the precipitant — a thorough septic screen and early antibiotics.
- Foot protection, pressure area care, and careful monitoring of consciousness and osmolality.
- Most patients require insulin initially, but many can later be transitioned to oral agents, unlike in DKA.
Fluid rates, osmolality correction limits, and the threshold and rate for starting insulin in HHS — confirm against current protocol before printing.
Pathogenesis
Chronic hyperglycaemia damages tissues through four interlinked mechanisms: non-enzymatic glycation with advanced glycation end-product (AGE) formation, polyol (aldose reductase) pathway activity causing sorbitol accumulation, protein kinase C activation, and the hexosamine pathway — all converging on oxidative stress, endothelial dysfunction and inflammation. Duration of diabetes and degree of glycaemic control are the principal determinants of risk.
Microvascular Complications
1. Diabetic retinopathy — the leading cause of preventable blindness in working-age adults.
- Non-proliferative: microaneurysms (earliest), dot-and-blot haemorrhages, hard exudates, cotton-wool spots, venous beading, IRMA.
- Proliferative: neovascularisation of the disc or elsewhere, with risk of vitreous haemorrhage, tractional retinal detachment and neovascular glaucoma.
- Diabetic maculopathy — macular oedema; the commonest cause of visual loss in type 2 diabetes, and may occur at any stage.
- Management: glycaemic and blood pressure control, annual dilated retinal screening from diagnosis in type 2 and after 5 years in type 1, laser photocoagulation for proliferative disease, and intravitreal anti-VEGF for macular oedema. Screening is critical because sight-threatening disease is asymptomatic until late.
2. Diabetic nephropathy — the leading cause of end-stage renal disease.
- Progresses from hyperfiltration → microalbuminuria (albumin:creatinine ratio 30–300 mg/g) → overt proteinuria → declining eGFR → end-stage disease.
- Kimmelstiel–Wilson nodules (nodular glomerulosclerosis) are the classic histological lesion.
- Management: annual urine albumin:creatinine ratio and eGFR; ACE inhibitor or ARB (renoprotective beyond blood pressure lowering); SGLT2 inhibitors — now central to slowing progression; finerenone; strict blood pressure and glycaemic control; avoid nephrotoxins; dietary protein moderation; and timely nephrology referral.
3. Diabetic neuropathy
- Distal symmetrical sensorimotor polyneuropathy — the commonest form; glove-and-stocking sensory loss, burning pain, paraesthesiae, numbness, loss of ankle jerks and vibration sense. Painful symptoms with insensate feet is the dangerous combination.
- Mononeuropathy and mononeuritis multiplex — cranial nerve III palsy (characteristically pupil-sparing), foot drop, carpal tunnel syndrome.
- Diabetic amyotrophy (proximal motor neuropathy) — painful asymmetrical wasting of the thigh muscles in older type 2 patients.
- Autonomic neuropathy — postural hypotension, resting tachycardia, gastroparesis (early satiety, vomiting, erratic glycaemia), diabetic diarrhoea, constipation, erectile dysfunction, neurogenic bladder, gustatory sweating, and hypoglycaemia unawareness. Silent myocardial infarction is a critical consequence.
- Management: glycaemic control; pregabalin, gabapentin, duloxetine or amitriptyline for painful neuropathy; foot care; targeted management of autonomic features.
Macrovascular Complications
Accelerated atherosclerosis causing coronary artery disease (often silent), stroke and peripheral arterial disease. Cardiovascular disease is the leading cause of death in diabetes. Management is aggressive multifactorial risk reduction: statin, blood pressure control, smoking cessation, antiplatelet therapy where indicated, and preferential use of SGLT2 inhibitors and GLP-1 agonists with proven cardiovascular benefit.
The Diabetic Foot
Pathogenesis — three interacting factors:
1. Neuropathy — sensory (loss of protective sensation, so injury goes unnoticed), motor (small muscle wasting → clawing of toes, high arch, abnormal pressure loading), and autonomic (dry, cracked skin from reduced sweating, and arteriovenous shunting).
2. Peripheral arterial disease — impaired perfusion and healing.
3. Immunopathy and hyperglycaemia — impaired neutrophil function and susceptibility to infection.
Clinical assessment — distinguish the two ulcer types:
| Feature | Neuropathic ulcer | Ischaemic ulcer |
|---|---|---|
| Site | Plantar, over pressure points (metatarsal heads, heel) | Tips of toes, heel, lateral border |
| Surrounding skin | Callus, warm, dry foot | Thin, shiny, hairless; cold foot |
| Pulses | Present, often bounding | Absent or weak |
| Sensation | Absent | Often preserved |
| Pain | Painless | Painful, worse on elevation |
Charcot neuroarthropathy — a warm, swollen, erythematous foot with bone and joint destruction in a neuropathic patient; frequently misdiagnosed as cellulitis or gout. It requires immediate offloading and immobilisation to prevent the "rocker-bottom" deformity.
Investigations: monofilament and vibration testing, ankle-brachial pressure index (may be falsely high with calcified vessels), Doppler and angiography, wound swab and deep tissue culture, X-ray and MRI for osteomyelitis, and inflammatory markers.
Management:
- Offloading — total contact cast, therapeutic footwear, bed rest; without offloading, plantar ulcers do not heal.
- Debridement of callus and necrotic tissue; appropriate dressings.
- Antibiotics for infection, guided by deep culture; prolonged therapy for osteomyelitis.
- Revascularisation — angioplasty or bypass — for critical limb ischaemia.
- Glycaemic control and nutrition; smoking cessation.
- Multidisciplinary foot clinic care reduces amputation rates substantially.
Examine the feet of every diabetic at every visit — shoes and socks off. Annual screening with a 10 g monofilament, palpation of pulses and inspection for deformity and callus, combined with patient education (daily inspection, never walking barefoot — a particular hazard in Indian homes and temples, correct footwear, prompt reporting of any lesion), prevents the majority of amputations. India carries a very high burden of diabetic foot disease, and most of it is preventable.
Cushing's Syndrome — Definition
Cushing's syndrome is the clinical state resulting from chronic excess glucocorticoid. Cushing's disease refers specifically to the subset caused by an ACTH-secreting pituitary adenoma.
| Category | Causes | ACTH |
|---|---|---|
| ACTH-dependent (80%) | Pituitary adenoma (Cushing's disease — 70%); ectopic ACTH (small cell lung carcinoma, carcinoid, medullary thyroid carcinoma) | High |
| ACTH-independent | Adrenal adenoma, adrenal carcinoma, bilateral nodular hyperplasia | Suppressed |
| Exogenous | Corticosteroid therapy — by far the commonest cause overall | Suppressed |
Clinical Features
- Fat redistribution: central (truncal) obesity with thin limbs, moon facies, interscapular ("buffalo hump") and supraclavicular fat pads.
- Catabolic effects: thin skin with easy bruising, wide (> 1 cm) purple striae on abdomen, thighs and breasts, proximal myopathy (difficulty rising from a chair), osteoporosis with vertebral fracture, poor wound healing.
- Metabolic: hyperglycaemia and diabetes, hypertension, hypokalaemic metabolic alkalosis (marked in ectopic ACTH), dyslipidaemia.
- Androgenic (in women): hirsutism, acne, oligomenorrhoea.
- Other: psychiatric disturbance (depression, psychosis, euphoria), immunosuppression with opportunistic infection and reactivation of tuberculosis, avascular necrosis, cataract and glaucoma, growth arrest in children.
- Ectopic ACTH often presents differently — rapid onset, marked pigmentation, profound hypokalaemia and weight loss rather than the classic habitus, because the tumour progresses faster than the physical changes.
The discriminatory features — those that separate Cushing's from simple obesity — are proximal myopathy, thin skin with easy bruising, wide purple striae, and unexplained osteoporosis or hypokalaemia. Obesity, hypertension and diabetes alone are far too common to be useful. Also, always exclude exogenous steroid use first, including topical, inhaled, intra-articular and unlabelled traditional remedies, which are widely used in India.
INVESTIGATIONS — a three-step logic
Step 1 — Confirm hypercortisolism (two abnormal tests required):
- Overnight low-dose dexamethasone suppression test — failure of cortisol to suppress
- 24-hour urinary free cortisol (repeated)
- Late-night salivary or serum cortisol — loss of the normal nocturnal nadir is the earliest abnormality
Step 2 — Determine ACTH dependence: measure plasma ACTH. Suppressed → adrenal cause; normal or high → ACTH-dependent.
Step 3 — Localise:
- High-dose dexamethasone suppression test — pituitary source suppresses; ectopic source does not (classically).
- MRI pituitary; CT chest and abdomen for an ectopic source or adrenal mass.
- Inferior petrosal sinus sampling — the gold standard for distinguishing pituitary from ectopic ACTH when imaging is equivocal.
- CRH stimulation test.
Exclude pseudo-Cushing's — alcohol excess, severe depression, obesity, poorly controlled diabetes — which produce mild biochemical abnormalities.
Management
- Exogenous: gradual withdrawal of steroid with cover, using the lowest effective dose and steroid-sparing agents.
- Cushing's disease: trans-sphenoidal adenomectomy (first-line); pituitary radiotherapy for residual disease; bilateral adrenalectomy as a last resort — with the risk of Nelson's syndrome (pituitary tumour enlargement with marked pigmentation).
- Adrenal adenoma or carcinoma: adrenalectomy, with glucocorticoid cover during and after surgery until the suppressed contralateral gland recovers.
- Ectopic ACTH: treat the tumour; control cortisol medically.
- Medical control while awaiting or after failed surgery: metyrapone, ketoconazole, osilodrostat (steroidogenesis inhibitors); mifepristone; pasireotide.
- Manage complications: diabetes, hypertension, osteoporosis, thromboprophylaxis (Cushing's is markedly prothrombotic), and screening for infection.
Conn's Syndrome (primary Hyperaldosteronism)
Definition: autonomous excess aldosterone secretion, independent of the renin-angiotensin system. It is the commonest secondary cause of hypertension, present in 5–10% of hypertensives, and is substantially under-diagnosed.
Causes: bilateral adrenal hyperplasia (~60%), aldosterone-producing adenoma (Conn's adenoma, ~35%), and rarely carcinoma or familial hyperaldosteronism.
Clinical features:
- Hypertension — often resistant to three or more drugs, and of early onset.
- Hypokalaemia — muscle weakness, cramps, tetany, polyuria and polydipsia (nephrogenic diabetes insipidus), arrhythmia. Note that up to half of patients are normokalaemic, so normal potassium does not exclude the diagnosis.
- Metabolic alkalosis; oedema is characteristically absent because of aldosterone "escape".
Who to screen: resistant hypertension, hypertension with spontaneous or diuretic-induced hypokalaemia, hypertension with an adrenal incidentaloma, hypertension with a family history of early stroke, and hypertension in the young.
Investigations:
- Plasma aldosterone-to-renin ratio (ARR) — the screening test: high aldosterone with SUPPRESSED renin. Interfering drugs (spironolactone, ACE inhibitors, ARBs, beta-blockers, diuretics) must be adjusted beforehand, and hypokalaemia corrected.
- Confirmatory suppression testing — saline infusion or fludrocortisone suppression.
- CT adrenals to identify an adenoma.
- Adrenal venous sampling — essential to distinguish unilateral (surgically curable) from bilateral disease, since CT is unreliable, particularly in older patients with incidental nodules.
Management:
- Unilateral adenoma: laparoscopic adrenalectomy — cures hypokalaemia in nearly all and improves or cures hypertension in most.
- Bilateral hyperplasia: mineralocorticoid receptor antagonists — spironolactone (gynaecomastia is dose-related) or eplerenone; plus additional antihypertensives as needed.
- Correct hypokalaemia and restrict dietary sodium.
Osteoporosis
Definition: a skeletal disorder of reduced bone mass and microarchitectural deterioration, leading to bone fragility and increased fracture risk. Bone is normal in quality but reduced in quantity — the key contrast with osteomalacia. Defined by WHO as a bone mineral density T-score of −2.5 or below at the spine or hip; osteopenia is a T-score between −1 and −2.5.
Causes and risk factors:
- Primary: postmenopausal (type 1) — oestrogen deficiency accelerating bone resorption; senile (type 2) — age-related.
- Secondary: corticosteroid therapy (the commonest secondary cause), hypogonadism, thyrotoxicosis, hyperparathyroidism, Cushing's syndrome, malabsorption and coeliac disease, chronic kidney and liver disease, rheumatoid arthritis, myeloma, and drugs (heparin, anticonvulsants, aromatase inhibitors, androgen deprivation therapy, proton pump inhibitors).
- Lifestyle: smoking, alcohol excess, immobility, low body weight, poor calcium and vitamin D intake, and low sun exposure — the last being unexpectedly common in urban India.
Clinical features:
- asymptomatic until fracture — "the silent disease". Presents with fragility fracture (a fracture from a fall from standing height or less) at the vertebrae, hip, distal radius (Colles') and proximal humerus
- vertebral fractures cause loss of height, thoracic kyphosis ("dowager's hump") and chronic back pain, and are frequently asymptomatic and detected incidentally.
Investigations:
- DEXA scan of hip and lumbar spine — the standard for diagnosis and monitoring
- X-rays show reduced density and vertebral wedging or crush (insensitive until 30% of bone is lost)
- FRAX score for 10-year fracture probability. Screen for secondary causes: calcium, phosphate, alkaline phosphatase, renal and liver function, 25-OH vitamin D, PTH, thyroid function, testosterone in men, serum and urine protein electrophoresis, and coeliac serology.
- In pure osteoporosis, calcium, phosphate and alkaline phosphatase are all NORMAL — abnormal values point to another diagnosis.
Management:
- Lifestyle: weight-bearing and resistance exercise, smoking cessation, reduced alcohol, adequate protein, and falls prevention — home hazard assessment, vision correction, review of sedating drugs. Preventing falls prevents fractures as effectively as drugs.
- Calcium and vitamin D supplementation as the base of all treatment.
- Bisphosphonates (alendronate, risedronate, zoledronic acid) — first-line antiresorptive. Oral agents must be taken fasting with a full glass of water, remaining upright for 30 minutes, to avoid oesophagitis. Rare risks: osteonecrosis of the jaw (dental assessment before starting) and atypical femoral fracture with prolonged use, prompting consideration of a "drug holiday".
- Denosumab (RANKL inhibitor) — potent antiresorptive; must not be stopped abruptly, as rebound vertebral fractures occur.
- Teriparatide / abaloparatide (anabolic) for severe osteoporosis or treatment failure.
- Romosozumab; raloxifene (SERM); hormone replacement therapy in selected younger postmenopausal women.
- Prevention of glucocorticoid-induced osteoporosis — assess and treat anyone expected to take significant doses for 3 months or more.
Osteomalacia and Vitamin D Deficiency
Definition: defective mineralisation of osteoid, producing soft bone. In children, before epiphyseal fusion, the same process is called rickets. The bone is abnormal in quality, with normal or increased osteoid volume — the contrast with osteoporosis.
Vitamin D physiology: cutaneous synthesis of cholecalciferol under UVB, then hepatic 25-hydroxylation and renal 1-alpha-hydroxylation to the active 1,25-dihydroxyvitamin D (calcitriol), which increases intestinal calcium and phosphate absorption.
Causes:
- Vitamin D deficiency — the commonest: inadequate sun exposure (purdah and covering clothing, indoor occupation, urban living, air pollution, dark skin), inadequate dietary intake, and malabsorption (coeliac disease, pancreatic insufficiency, post-bariatric surgery). Vitamin D deficiency is extremely prevalent in India despite abundant sunshine — a paradox worth stating in an answer.
- Impaired hydroxylation: chronic liver disease, chronic kidney disease (renal osteodystrophy), anticonvulsants (phenytoin, phenobarbitone induce catabolism).
- Phosphate deficiency: renal tubular disorders — X-linked hypophosphataemic rickets, Fanconi syndrome, renal tubular acidosis; oncogenic osteomalacia (FGF-23).
- Rare enzyme defects: vitamin D-dependent rickets types 1 and 2.
Clinical features: diffuse bone pain and tenderness (classically pelvis, ribs, spine and proximal long bones), proximal myopathy with a characteristic waddling gait and difficulty climbing stairs or rising from squatting, fractures and pseudofractures, and hypocalcaemic symptoms — paraesthesiae, tetany, positive Chvostek's and Trousseau's signs, and seizures. In children: bowing of legs, rickety rosary, widened wrists, delayed fontanelle closure, craniotabes and growth retardation.
Investigations: low or low-normal calcium and phosphate, RAISED alkaline phosphatase, LOW 25-OH vitamin D, and raised PTH (secondary hyperparathyroidism). X-rays show generalised osteopenia and Looser's zones (pseudofractures) — translucent bands perpendicular to the cortex, classically at the medial femoral neck, pubic rami, ribs and scapula. Bone biopsy with tetracycline labelling is definitive but rarely required.
Management:
- vitamin D replacement — high-dose loading followed by maintenance, using cholecalciferol for simple deficiency
- active analogues (calcitriol, alfacalcidol) where 1-alpha-hydroxylation is impaired, as in renal disease. Add calcium supplementation, correct phosphate where deficient, treat the underlying cause (malabsorption, drug review), and advise sensible sun exposure and dietary sources. Symptoms and biochemistry improve within weeks
- radiological healing takes months. Monitor calcium and renal function during high-dose treatment.
| Feature | Osteoporosis | Osteomalacia |
|---|---|---|
| Defect | Reduced bone QUANTITY, normal mineralisation | Defective MINERALISATION, normal or increased osteoid |
| Symptoms | Asymptomatic until fracture | Bone pain, tenderness, proximal myopathy |
| Calcium / phosphate | Normal | Low or low-normal |
| Alkaline phosphatase | Normal | Raised |
| PTH | Normal | Raised |
| X-ray | Reduced density, vertebral wedging | Looser's zones (pseudofractures) |
| Treatment | Bisphosphonates, calcium, vitamin D | Vitamin D and calcium replacement |
Vitamin D loading and maintenance regimens, and bisphosphonate dosing — confirm against current guidance, as Indian recommendations for vitamin D differ from Western ones.
Obesity — Definition
Obesity is abnormal or excessive fat accumulation presenting a risk to health. Body mass index (weight in kg divided by height in m²) is the standard measure, but Asian Indians develop metabolic risk at lower BMI, with greater visceral fat and insulin resistance for a given weight — the "thin-fat" Indian phenotype.
| Category | WHO (general) | Asian Indian (revised) |
|---|---|---|
| Normal | 18.5–24.9 | 18.0–22.9 |
| Overweight | 25–29.9 | 23–24.9 |
| Obese | ≥ 30 | ≥ 25 |
| Central obesity (waist circumference) | ≥ 102 cm men / ≥ 88 cm women | ≥ 90 cm men / ≥ 80 cm women |
Waist circumference and waist-hip ratio predict cardiometabolic risk better than BMI, because visceral adipose tissue is metabolically active and drives insulin resistance.
Aetiology
Fundamentally a chronic positive energy balance, arising from an interaction of:
- Lifestyle: energy-dense diets, refined carbohydrate and sugar-sweetened beverages, sedentary work and screen time, urbanisation, disturbed sleep.
- Genetic: polygenic susceptibility; rare monogenic causes (leptin and MC4R deficiency, Prader–Willi and Bardet–Biedl syndromes).
- Endocrine (uncommon but must be excluded): hypothyroidism, Cushing's syndrome, PCOS, hypothalamic damage, growth hormone deficiency.
- Drugs: corticosteroids, antipsychotics (olanzapine, clozapine), sulphonylureas, insulin, pioglitazone, some antidepressants and antiepileptics, beta-blockers.
- Psychological: stress, depression, binge eating, and socioeconomic factors.
Metabolic Syndrome
A clustering of cardiometabolic risk factors centred on insulin resistance and central obesity, conferring roughly a doubled risk of cardiovascular disease and a fivefold risk of type 2 diabetes.
Diagnosis (harmonised criteria) — any 3 of 5:
1. Central obesity — waist circumference above the population- and sex-specific cut-off (≥ 90 cm men, ≥ 80 cm women for South Asians)
2. Triglycerides ≥ 150 mg/dL (or on treatment)
3. HDL cholesterol < 40 mg/dL in men, < 50 mg/dL in women (or on treatment)
4. Blood pressure ≥ 130/85 mmHg (or on treatment)
5. Fasting glucose ≥ 100 mg/dL (or known type 2 diabetes)
Pathophysiology: visceral adipose tissue releases free fatty acids and pro-inflammatory adipokines (TNF-α, IL-6, resistin) while reducing adiponectin, producing insulin resistance, hepatic steatosis, atherogenic dyslipidaemia (small dense LDL, low HDL, high triglycerides), endothelial dysfunction and a prothrombotic, pro-inflammatory state.
Complications of Obesity
| System | Complications |
|---|---|
| Metabolic | Type 2 diabetes, metabolic syndrome, dyslipidaemia, hyperuricaemia and gout |
| Cardiovascular | Hypertension, coronary artery disease, heart failure, atrial fibrillation, stroke, venous thromboembolism |
| Respiratory | Obstructive sleep apnoea, obesity hypoventilation syndrome, asthma |
| Hepatic/GI | Non-alcoholic fatty liver disease and steatohepatitis, gallstones, GORD |
| Musculoskeletal | Osteoarthritis of knees and hips, back pain |
| Reproductive | PCOS, infertility, gestational diabetes, erectile dysfunction |
| Malignancy | Endometrial, breast (postmenopausal), colorectal, oesophageal, renal, pancreatic |
| Renal / other | Chronic kidney disease, idiopathic intracranial hypertension, depression, social stigma and reduced quality of life |
Obesity Hypoventilation Syndrome (pickwickian Syndrome)
Definition — a triad: obesity (BMI ≥ 30), daytime hypercapnia (PaCO2 > 45 mmHg) while awake, and sleep-disordered breathing, after exclusion of other causes of hypoventilation.
Pathophysiology:
- the mechanical load of chest wall and abdominal fat reduces compliance and functional residual capacity and increases the work of breathing
- this combines with a blunted central respiratory drive and, in most patients, coexisting obstructive sleep apnoea, producing chronic CO2 retention with compensatory metabolic alkalosis (raised bicarbonate).
Features: daytime somnolence, morning headache, loud snoring with witnessed apnoeas, poor concentration, cyanosis, polycythaemia, and eventually pulmonary hypertension and right heart failure (cor pulmonale) with peripheral oedema.
Investigations:
- arterial blood gas showing hypercapnia with a raised bicarbonate — a raised serum bicarbonate in an obese, sleepy patient is a useful screening clue
- polysomnography
- pulmonary function tests (restrictive pattern)
- echocardiography for pulmonary hypertension
- thyroid function to exclude hypothyroidism.
Management:
- non-invasive positive pressure ventilation (NIV/BiPAP) is the mainstay, with CPAP where obstructive sleep apnoea predominates
- weight reduction, including bariatric surgery, is the only definitive treatment
- supplemental oxygen only with ventilatory support, since oxygen alone worsens hypercapnia
- avoid sedatives and opioids
- treat cor pulmonale.
Management of Obesity
- Lifestyle — the foundation: individualised calorie deficit with a culturally appropriate diet, reduced refined carbohydrate and sugar-sweetened drinks, portion control; at least 150–300 minutes of moderate activity weekly with resistance training; behavioural therapy, self-monitoring and realistic goals. A 5–10% weight loss produces clinically meaningful improvement in glycaemia, blood pressure and lipids.
- Treat secondary causes and review obesogenic drugs.
- Pharmacotherapy (adjunct to lifestyle, for BMI ≥ 30, or ≥ 27 with comorbidity): GLP-1 receptor agonists — liraglutide, semaglutide (substantial weight loss); tirzepatide (dual GIP/GLP-1); orlistat; naltrexone-bupropion.
- Bariatric (metabolic) surgery — sleeve gastrectomy, Roux-en-Y gastric bypass — for BMI ≥ 40, or ≥ 35 with significant comorbidity (thresholds are lower for Asian Indians: ≥ 37.5, or ≥ 32.5 with comorbidity). It produces the greatest and most durable weight loss and frequently remission of type 2 diabetes. Requires lifelong micronutrient supplementation and monitoring for vitamin B12, iron, calcium, vitamin D and thiamine deficiency.
- Screen for and manage complications — glucose, lipids, blood pressure, liver, sleep study where indicated.
Indian BMI and bariatric surgery thresholds, and current obesity pharmacotherapy availability in India — confirm against current national guidance.
General Principles
Pituitary adenomas are classified by size — microadenoma (< 10 mm) and macroadenoma (≥ 10 mm) — and by function. They produce disease in three ways: hormone excess, mass effect (headache, bitemporal hemianopia from optic chiasm compression, cranial nerve III, IV and VI palsies from cavernous sinus involvement), and hypopituitarism from compression of normal gland.
Prolactinoma
The commonest functioning pituitary tumour. Prolactin is unique among pituitary hormones in being under tonic inhibition by dopamine from the hypothalamus — a fact that explains both the causes and the treatment.
Clinical features:
- Women (usually microadenomas, presenting early): oligomenorrhoea or amenorrhoea, galactorrhoea, infertility, reduced libido, and long-term osteoporosis from oestrogen deficiency.
- Men (usually macroadenomas, presenting late): erectile dysfunction, reduced libido, infertility, gynaecomastia, and features of mass effect — headache and visual field loss. Galactorrhoea is uncommon in men.
Causes of hyperprolactinaemia — must be excluded before diagnosing a prolactinoma:
- Physiological: pregnancy, lactation, nipple stimulation, stress, sleep, exercise
- Drugs (a very common cause): antipsychotics (risperidone, haloperidol), metoclopramide, domperidone, methyldopa, verapamil, oestrogens, opioids, SSRIs
- Pituitary stalk compression by any sellar mass — the "stalk effect", interrupting dopamine delivery and causing modest hyperprolactinaemia
- Primary hypothyroidism — raised TRH stimulates prolactin
- Chronic kidney disease, cirrhosis, chest wall lesions, PCOS
Investigations:
- serum prolactin (repeated; markedly raised levels correlate with tumour size — very high levels indicate a macroprolactinoma, modest elevation suggests drug effect or stalk compression)
- MRI pituitary with contrast
- visual field testing (formal perimetry)
- assessment of the other pituitary axes
- thyroid and renal function
- pregnancy test. Check for macroprolactin (a biologically inactive complex) where the level is raised without symptoms, and be aware of the "hook effect" — very high prolactin can produce a falsely low assay result, corrected by diluting the sample.
Management:
- Dopamine agonists are first-line — cabergoline (preferred, better tolerated and more effective) or bromocriptine. They shrink the tumour and normalise prolactin in the majority, including large macroadenomas, so medical therapy precedes surgery even for large tumours with visual compromise — a key point distinguishing prolactinoma from other pituitary tumours.
- Adverse effects: nausea, postural hypotension, and, at high doses, impulse control disorders and (with older ergot agents) cardiac valvulopathy.
- Trans-sphenoidal surgery for dopamine agonist intolerance or resistance, or apoplexy; radiotherapy rarely.
- Pregnancy: dopamine agonists are usually stopped once pregnancy is confirmed in microadenomas, with monitoring for symptoms of tumour expansion.
Acromegaly
Definition: the clinical syndrome caused by excess growth hormone in adults, almost always from a pituitary somatotroph adenoma (rarely ectopic GHRH). In children, before epiphyseal fusion, the same excess causes gigantism. Most effects are mediated by IGF-1 produced in the liver.
Clinical features — insidious, developing over years, so old photographs are diagnostically valuable:
- Acral enlargement: increasing hand and foot size (changing ring and shoe size — a classic history), spade-like hands.
- Facial coarsening: prognathism with dental malocclusion and increased interdental spacing, frontal bossing, enlarged nose and lips, macroglossia.
- Skin and soft tissue: thickened oily skin, excessive sweating, skin tags, carpal tunnel syndrome (from soft tissue swelling), deep voice from laryngeal thickening.
- Systemic: hypertension, cardiomyopathy with heart failure, impaired glucose tolerance and diabetes, obstructive sleep apnoea, arthropathy and back pain, goitre, hypercalciuria and renal stones.
- Increased risk of colonic polyps and colorectal carcinoma — colonoscopic surveillance is recommended.
- Mass effect and hypopituitarism from the adenoma; hyperprolactinaemia from co-secretion or stalk effect.
Investigations:
- Serum IGF-1 — the best screening test, since it reflects integrated GH secretion and is not subject to pulsatility.
- Oral glucose tolerance test with GH measurement — the confirmatory test: failure of GH to suppress after a glucose load. (Random GH is useless because secretion is pulsatile.)
- MRI pituitary; formal visual field testing; assessment of all pituitary axes.
- Assess complications: blood pressure, fasting glucose and HbA1c, ECG and echocardiography, sleep study, colonoscopy, and dental and rheumatological assessment.
Management:
- Trans-sphenoidal surgery — first-line and potentially curative, particularly for microadenomas.
- Medical therapy for persistent disease after surgery, or where surgery is unsuitable: somatostatin analogues (octreotide, lanreotide) — first-line medical treatment, also causing tumour shrinkage; pegvisomant (GH receptor antagonist) for resistant disease; cabergoline as an adjunct, especially with co-secreted prolactin.
- Radiotherapy for residual disease not controlled by surgery and drugs; effect is slow and hypopituitarism is common in the long term.
- Treat comorbidities — diabetes, hypertension, sleep apnoea, arthropathy — and continue lifelong biochemical surveillance, since recurrence occurs years later. Mortality is increased, largely cardiovascular, and normalises with biochemical control.
Ask for old photographs and about ring or shoe size. Acromegaly develops so gradually that neither patient nor family notices the change; the average delay from onset to diagnosis is 7–10 years. Comparing a current face with a photograph from a decade earlier is often the moment the diagnosis becomes obvious — and it costs nothing.
Definition
Hypopituitarism is deficiency of one or more anterior pituitary hormones; panhypopituitarism denotes deficiency of all. Posterior pituitary failure causes cranial diabetes insipidus, and typically indicates hypothalamic or stalk involvement rather than isolated anterior gland disease.
Causes
- Tumours: pituitary adenoma (commonest), craniopharyngioma, meningioma, metastases.
- Vascular: Sheehan's syndrome, pituitary apoplexy (haemorrhage or infarction into an adenoma).
- Iatrogenic: pituitary surgery, cranial radiotherapy.
- Infiltrative and inflammatory: tuberculosis (important in India), sarcoidosis, haemochromatosis, histiocytosis, lymphocytic hypophysitis (postpartum, and with immune checkpoint inhibitors).
- Traumatic brain injury and subarachnoid haemorrhage — frequently overlooked causes.
- Congenital: Kallmann syndrome, genetic transcription factor defects, empty sella syndrome.
Order of Hormone Loss
With progressive compression, hormones are characteristically lost in a typical sequence — a favourite examination point:
GH → LH/FSH (gonadotrophins) → TSH → ACTH → prolactin
(A useful aide-memoire: "Go Look For The Adenoma".) Prolactin is usually the last to fall, and may instead RISE because of stalk compression interrupting dopamine inhibition.
Clinical Features BY Hormone
| Deficiency | Features |
|---|---|
| GH | Adults: reduced muscle mass and exercise capacity, central adiposity, dyslipidaemia, reduced quality of life, osteoporosis. Children: short stature and growth failure |
| LH/FSH | Women: amenorrhoea, infertility, dyspareunia, loss of libido, hot flushes, osteoporosis. Men: loss of libido and erectile dysfunction, reduced facial and body hair, small soft testes, infertility, osteoporosis |
| TSH | Secondary hypothyroidism — fatigue, cold intolerance, weight gain, constipation, dry skin (no goitre) |
| ACTH | Secondary adrenal insufficiency — fatigue, weakness, weight loss, postural hypotension, hypoglycaemia, hyponatraemia. NO hyperpigmentation and NO hyperkalaemia (aldosterone is preserved, being renin-driven) |
| Prolactin | Failure of lactation postpartum — often the earliest clue in Sheehan's syndrome |
| ADH (posterior) | Cranial diabetes insipidus — polyuria, polydipsia, nocturia |
Sheehan's Syndrome
Definition: postpartum hypopituitarism caused by ischaemic necrosis of the anterior pituitary, following severe obstetric haemorrhage with hypotension. It remains an important and under-recognised condition in India, where home deliveries and delayed management of postpartum haemorrhage persist.
Why the pituitary: during pregnancy the anterior pituitary undergoes lactotroph hyperplasia and enlarges by up to twofold, increasing its metabolic demand, while its blood supply through the low-pressure hypophyseal portal system remains unchanged. This makes it uniquely vulnerable to hypotension. The posterior pituitary, with a direct arterial supply, is usually spared — which is why diabetes insipidus is uncommon.
Clinical features:
- Failure of lactation after delivery — the earliest and most characteristic feature.
- Failure of resumption of menstruation (amenorrhoea) after delivery.
- Loss of axillary and pubic hair; genital and breast atrophy.
- Progressive fatigue, weight loss, cold intolerance, constipation, dry skin, pallor — features of secondary hypothyroidism and adrenal insufficiency.
- Presentation is often delayed by years to decades, with the diagnosis made only when the patient presents with unexplained fatigue, hyponatraemia, hypoglycaemia or an adrenal crisis during an intercurrent illness. A careful obstetric history is what makes the diagnosis.
- Acute presentation with hypotension, hypoglycaemia and hyponatraemia in the immediate postpartum period also occurs.
Investigations
- Basal hormones — measure the target gland hormone WITH its trophic hormone: free T4 with TSH (low T4 with low or inappropriately normal TSH), 9 a.m. cortisol with ACTH, testosterone or oestradiol with LH and FSH, IGF-1, and prolactin.
- Dynamic testing: short Synacthen test for the adrenal axis; insulin tolerance test (the gold standard for GH and ACTH reserve, but hazardous and contraindicated in ischaemic heart disease and epilepsy); glucagon stimulation as an alternative.
- MRI pituitary — in Sheehan's syndrome, the classic late finding is an empty sella.
- Electrolytes and glucose — hyponatraemia and hypoglycaemia; visual field testing where a mass is suspected.
- Water deprivation test if diabetes insipidus is suspected.
Management
Hormone replacement, in the correct order:
1. GLUCOCORTICOID FIRST — hydrocortisone, before any thyroid hormone.
2. Levothyroxine, titrated to free T4 (TSH is uninformative in secondary hypothyroidism).
3. Sex steroids — oestrogen with progestogen in women (until the usual age of menopause, for bone and cardiovascular protection), testosterone in men; gonadotrophin therapy where fertility is desired.
4. Growth hormone in children always, and in selected adults with documented deficiency.
5. Desmopressin for diabetes insipidus if present.
Patient education is identical to that in Addison's disease: sick-day rules with doubling of glucocorticoid during illness, a steroid card and emergency injection kit, and lifelong specialist follow-up. Treat the underlying cause where possible — surgery for a tumour, antitubercular therapy for tuberculous hypophysitis.
Always give glucocorticoid before thyroxine. Starting levothyroxine first in a patient with unrecognised ACTH deficiency accelerates cortisol clearance and increases metabolic demand, and can precipitate a fatal adrenal crisis. This single sequencing rule is one of the most frequently examined points in endocrinology — and one of the most important in practice.
Definition
Diabetes insipidus (DI) is a disorder of water balance characterised by the passage of large volumes of dilute urine (polyuria) with compensatory polydipsia, resulting from either deficient secretion of antidiuretic hormone (ADH, vasopressin) or renal resistance to its action. Polyuria is conventionally defined as urine output exceeding 3 litres per day in adults.
Physiology
ADH is synthesised in the supraoptic and paraventricular nuclei of the hypothalamus and stored in and released from the posterior pituitary in response to rising plasma osmolality and to hypovolaemia. It acts on V2 receptors in the renal collecting duct, inserting aquaporin-2 water channels and permitting water reabsorption. Loss of this mechanism produces dilute urine and water loss.
Classification and Causes
| Type | Mechanism | Causes |
|---|---|---|
| Cranial (central) DI | Deficient ADH secretion | Idiopathic/autoimmune (~30%); head injury and neurosurgery; pituitary or hypothalamic tumours, craniopharyngioma; infiltrative — tuberculosis, sarcoidosis, histiocytosis; Sheehan's syndrome and pituitary apoplexy; infection (meningitis, encephalitis); congenital (Wolfram/DIDMOAD syndrome) |
| Nephrogenic DI | Renal resistance to ADH | Drugs — lithium (the commonest acquired cause), demeclocycline, amphotericin B, cidofovir; chronic hypokalaemia and hypercalcaemia; chronic kidney disease, obstructive uropathy, post-obstructive diuresis, sickle cell disease; congenital V2 receptor or aquaporin-2 mutations |
| Gestational DI | Placental vasopressinase degrading ADH | Pregnancy; resolves after delivery |
| Primary polydipsia | Excess water intake suppressing ADH | Psychiatric illness, hypothalamic lesions, habit — not true DI, but the key differential |
Clinical Features
- Polyuria, nocturia and polydipsia with a craving for cold water, and passage of large volumes of dilute, colourless urine.
- If the thirst mechanism is intact and water is accessible, the patient remains euglycaemic and near-eunatraemic — the illness is one of inconvenience.
- Dehydration and hypernatraemia develop rapidly if access to water is restricted — in infants, the unconscious, the elderly, the postoperative patient, and those with hypothalamic damage impairing thirst. Features then include lethargy, irritability, weakness, fever, confusion, seizures and coma.
- Features of the underlying cause — headache, visual field defect and other pituitary deficiencies in cranial DI; drug history in nephrogenic DI.
Investigations
Step 1 — confirm true polyuria and exclude common mimics:
Measure 24-hour urine volume; exclude diabetes mellitus (osmotic diuresis), hypercalcaemia, hypokalaemia, chronic kidney disease and diuretic use.
Step 2 — paired plasma and urine osmolality:
- DI: high or high-normal plasma osmolality (> 295 mOsm/kg) with inappropriately dilute urine (< 300 mOsm/kg).
- Primary polydipsia: low plasma osmolality with dilute urine — the plasma osmolality is the discriminator.
Step 3 — water deprivation test with desmopressin, the classic confirmatory investigation:
| Response | After water deprivation | After desmopressin | Diagnosis |
|---|---|---|---|
| Urine concentrates normally | > 600–800 mOsm/kg | — | Normal |
| Urine stays dilute | < 300 mOsm/kg | Concentrates (> 50% rise) | Cranial DI |
| Urine stays dilute | < 300 mOsm/kg | No response | Nephrogenic DI |
| Partial/slow concentration | 300–600 mOsm/kg | Minimal further rise | Primary polydipsia |
The test must be supervised with hourly weights and plasma sodium, and stopped if weight falls by more than 3–5% or sodium rises significantly. Copeptin measurement (a stable ADH surrogate), particularly after hypertonic saline or arginine stimulation, is increasingly replacing the water deprivation test where available.
Step 4 — establish the cause: MRI pituitary and hypothalamus (loss of the normal posterior pituitary "bright spot" on T1 supports cranial DI); assess other pituitary axes; serum calcium, potassium, renal function; drug review; and investigation for infiltrative disease.
Management
Cranial DI:
- Desmopressin (DDAVP) — a synthetic ADH analogue with V2 selectivity, available as intranasal spray, oral tablets, sublingual melt or injection. Titrate to control symptoms while allowing a brief period of breakthrough diuresis each day to avoid water retention.
- Ensure free access to water and maintain thirst-guided drinking.
- Treat the underlying cause — tumour, tuberculosis, sarcoidosis; replace other pituitary hormones as needed.
Nephrogenic DI:
- Remove or substitute the causative drug where possible (lithium — in consultation with psychiatry), and correct hypokalaemia and hypercalcaemia.
- Adequate water intake; low-salt, low-protein diet to reduce solute load.
- Thiazide diuretics — paradoxically antidiuretic in DI, by inducing mild volume depletion with increased proximal reabsorption; often combined with amiloride (particularly useful in lithium-induced DI, as it blocks lithium entry into collecting duct cells).
- NSAIDs (indomethacin) — reduce renal prostaglandin-mediated antagonism of ADH.
- Desmopressin is ineffective, though very high doses may partially help some incomplete forms.
The danger in diabetes insipidus is loss of access to water, not the polyuria itself. A conscious patient with intact thirst simply drinks and stays well; the same patient who is unconscious, postoperative, sedated, intubated, elderly or an infant can develop life-threatening hypernatraemic dehydration within hours. Chart fluid balance strictly, monitor sodium, and correct established hypernatraemia slowly — over-rapid correction causes cerebral oedema.
Definition
Rheumatoid arthritis (RA) is a chronic, symmetrical, inflammatory autoimmune polyarthritis principally affecting the small joints of the hands and feet, characterised by synovial inflammation, progressive joint destruction and deformity, with significant extra-articular and systemic involvement. Prevalence is about 0.5–1%, with a female-to-male ratio of 3:1 and peak onset between 30 and 50 years.
Aetiopathogenesis
- Genetic: the shared epitope on HLA-DRB1 confers the strongest genetic risk; PTPN22 and PADI4 polymorphisms also contribute. Concordance in monozygotic twins is 15–30%.
- Environmental: smoking is the strongest modifiable risk factor, particularly for anti-CCP-positive disease; periodontal infection with *Porphyromonas gingivalis*; silica exposure.
- Citrullination: post-translational conversion of arginine to citrulline by peptidyl arginine deiminase creates neo-antigens, against which anti-cyclic citrullinated peptide (anti-CCP) antibodies are directed. Smoking promotes citrullination in the lung, linking the environmental and immunological mechanisms.
- Synovitis: T-cell and B-cell activation drives macrophage release of TNF-α, IL-1 and IL-6. The synovium becomes hyperplastic and infiltrated, forming a pannus — invasive granulation tissue that erodes cartilage and subchondral bone.
- Bone erosion: cytokine-driven RANKL expression activates osteoclasts, producing the periarticular osteopenia and marginal erosions seen radiologically.
Clinical Features
Articular:
- Insidious onset of pain, swelling and stiffness in the small joints of hands and feet.
- Morning stiffness lasting more than one hour — a hallmark, in contrast to the brief stiffness of osteoarthritis.
- Symmetrical involvement of MCP, PIP and wrist joints, and MTP joints (squeeze test of the metatarsals is often the earliest positive sign).
- The distal interphalangeal joints are characteristically SPARED — a key discriminator from osteoarthritis and psoriatic arthritis.
- Pain and stiffness improve with use, unlike mechanical pain.
Established deformities:
- Ulnar deviation of the fingers with radial deviation at the wrist
- Swan-neck deformity — PIP hyperextension with DIP flexion
- Boutonnière deformity — PIP flexion with DIP hyperextension
- Z-thumb, piano-key ulnar head, and volar subluxation of the wrist
- Atlanto-axial subluxation — of critical importance before any general anaesthetic, as neck manipulation risks cord compression
Extra-articular manifestations (commoner in seropositive, erosive disease):
| System | Manifestations |
|---|---|
| Constitutional | Fatigue, low-grade fever, weight loss, anaemia of chronic disease |
| Skin | Rheumatoid nodules (extensor surfaces, elbows — pathognomonic, seen in seropositive disease), vasculitic ulcers, palmar erythema |
| Pulmonary | Pleural effusion (low glucose, high LDH exudate), interstitial lung disease, rheumatoid nodules, Caplan's syndrome (nodules with pneumoconiosis), bronchiolitis obliterans |
| Cardiac | Accelerated atherosclerosis — the leading cause of death, pericarditis, myocarditis |
| Ocular | Keratoconjunctivitis sicca (secondary Sjögren's), episcleritis, scleritis, scleromalacia perforans |
| Neurological | Carpal tunnel syndrome, peripheral neuropathy, cervical myelopathy from atlanto-axial subluxation |
| Haematological | Anaemia, Felty's syndrome — RA with splenomegaly and neutropenia |
| Renal | Amyloidosis (AA type) from chronic inflammation; drug-induced nephropathy |
Investigations
- Rheumatoid factor — an IgM antibody against the Fc portion of IgG. Positive in about 70%, but not specific: also found in Sjögren's syndrome, SLE, chronic infection (endocarditis, hepatitis C, tuberculosis) and in healthy elderly people.
- Anti-CCP antibody — far more specific (~95%), may precede clinical disease by years, and predicts erosive, aggressive disease. This is the more valuable test.
- ESR and CRP — raised, and used for monitoring activity.
- CBC — normocytic anaemia, thrombocytosis; neutropenia in Felty's syndrome.
- X-rays of hands and feet — the classic sequence: soft tissue swelling → periarticular osteopenia → loss of joint space → marginal erosions → subluxation and deformity.
- Ultrasound and MRI — detect synovitis and erosions far earlier than radiographs, allowing earlier treatment.
- Baseline renal and liver function, hepatitis B and C serology, and screening for latent tuberculosis before immunosuppressive or biologic therapy.
Classification: the 2010 ACR/EULAR criteria score joint involvement, serology (RF and anti-CCP), acute phase reactants and symptom duration, with 6 or more of 10 points classifying RA. They were designed to identify early disease, unlike the older 1987 criteria which required established deformity.
Management
Principles: early diagnosis and early DMARD therapy within the "window of opportunity" prevents irreversible damage; treat-to-target, aiming for remission or low disease activity measured by DAS28, with escalation every 3 months until target is reached.
- Conventional synthetic DMARDs: methotrexate is the anchor drug, given weekly with folic acid supplementation. Alternatives and combinations: sulfasalazine, leflunomide, hydroxychloroquine.
- Corticosteroids: valuable as a bridge while DMARDs take effect (6–12 weeks), and as intra-articular injections for individual joints. Avoid long-term systemic use because of cumulative toxicity.
- NSAIDs: symptomatic relief only — they do not alter disease progression, and must never be used as sole therapy.
- Biologic DMARDs for inadequate response to conventional agents: TNF-α inhibitors (etanercept, infliximab, adalimumab), IL-6 receptor blocker (tocilizumab), B-cell depletion (rituximab), T-cell co-stimulation blocker (abatacept).
- Targeted synthetic DMARDs: JAK inhibitors (tofacitinib, baricitinib).
- Screen for latent tuberculosis and hepatitis B before any biologic — reactivation is a major hazard, and highly relevant in India.
- Non-pharmacological: patient education, physiotherapy and graded exercise to preserve function, occupational therapy with splints and assistive devices, smoking cessation, weight control, and cardiovascular risk assessment and management.
- Surgical: synovectomy, tendon repair, arthrodesis, and joint replacement for advanced destruction; cervical spine stabilisation for atlanto-axial subluxation.
Assess the cervical spine before any general anaesthetic in RA. Atlanto-axial subluxation is present in a significant minority of patients with long-standing disease and may be clinically silent; neck extension during intubation can cause catastrophic cord compression. Request flexion-extension cervical radiographs pre-operatively.
Prognosis
Poor prognostic markers: high anti-CCP and RF titres, early erosions, high disease activity, extra-articular features, smoking and female sex. Life expectancy is reduced, chiefly by cardiovascular disease, which is why RA is managed as a cardiovascular risk state as well as a joint disease.
Methotrexate weekly dose ranges, DAS28 target thresholds and biologic sequencing — confirm against current rheumatology guidance.
Definition
SLE is a chronic multisystem autoimmune disease characterised by autoantibodies against nuclear antigens, immune complex deposition and widespread inflammation, following a relapsing-remitting course. It predominantly affects women of childbearing age (female:male 9:1), with a higher prevalence and more severe disease in Asian and African populations.
Pathogenesis
Defective clearance of apoptotic cell debris exposes nuclear antigens; loss of tolerance leads to autoantibody production and formation of immune complexes that deposit in vessel walls, activating complement and causing tissue injury. Genetic susceptibility (HLA-DR2, DR3, complement C1q and C4 deficiency) interacts with environmental triggers — ultraviolet light, infection (EBV), oestrogens and drugs.
Clinical Features
| System | Features |
|---|---|
| Constitutional | Fever, fatigue, weight loss — present in most, often the first complaint |
| Mucocutaneous | Malar rash sparing the nasolabial folds, discoid lesions, photosensitivity, painless oral/nasal ulcers, non-scarring alopecia |
| Musculoskeletal | Arthralgia and non-erosive arthritis (commonest presentation); Jaccoud's arthropathy — reducible deformity without erosion; myalgia; avascular necrosis |
| Renal | Lupus nephritis — proteinuria, haematuria, casts, hypertension, renal failure; the major determinant of prognosis |
| Neuropsychiatric | Seizures, psychosis, stroke, aseptic meningitis, cognitive impairment, mononeuritis multiplex |
| Haematological | Autoimmune haemolytic anaemia, leucopenia, lymphopenia, thrombocytopenia |
| Serositis | Pleuritis with effusion, pericarditis |
| Cardiac | Pericarditis, myocarditis, Libman–Sacks endocarditis, accelerated atherosclerosis |
| Pulmonary | Pleurisy, interstitial lung disease, shrinking lung syndrome, pulmonary haemorrhage |
| Vascular | Raynaud's phenomenon, vasculitis, thrombosis with antiphospholipid antibodies |
Investigations and Diagnosis
- ANA — positive in over 95%; an excellent screening test with high sensitivity but low specificity. A negative ANA makes SLE very unlikely.
- Anti-dsDNA — specific; titres correlate with disease activity and particularly with nephritis.
- Anti-Sm — the most specific antibody, though present in only 20–30%.
- Anti-Ro/La — associated with SCLE, sicca symptoms, and neonatal lupus with congenital heart block.
- Complement C3 and C4 — LOW in active disease (consumed by immune complexes), and used with anti-dsDNA to monitor activity.
- Antiphospholipid antibodies — lupus anticoagulant, anticardiolipin, anti-beta2-glycoprotein-1.
- CBC (cytopenias), ESR raised with normal or near-normal CRP, direct Coombs test.
- Urinalysis with protein:creatinine ratio at every visit — the cheapest and most important test for detecting nephritis; renal biopsy classifies lupus nephritis (ISN/RPS classes I–VI) and guides immunosuppression.
Classification: the 2019 EULAR/ACR criteria require a positive ANA as an entry criterion, followed by weighted clinical and immunological domains reaching a threshold score. Older criteria (ACR 1997, SLICC 2012) remain in use.
In SLE the ESR is raised while the CRP is characteristically normal or only mildly elevated. A high CRP in a lupus patient should prompt a search for infection or serositis rather than being assumed to represent a flare — an important distinction, since the treatments are opposite. Similarly, falling C3/C4 with rising anti-dsDNA signals an impending flare.
Drug-induced Lupus
Caused by hydralazine, procainamide, isoniazid, minocycline, methyldopa, anti-TNF agents. Features arthralgia, myalgia and serositis; renal and CNS involvement are rare. Anti-histone antibodies are positive and anti-dsDNA typically negative. It resolves on withdrawing the drug.
Management
- Hydroxychloroquine for essentially all patients — reduces flares, thrombosis and mortality, and protects the skin and joints. Requires periodic ophthalmological screening for retinal toxicity.
- Photoprotection — broad-spectrum sunscreen, protective clothing, avoidance of midday sun; and smoking cessation.
- NSAIDs for arthralgia and serositis; corticosteroids for flares at a dose matched to severity, tapered as rapidly as possible.
- Immunosuppressants — mycophenolate mofetil or cyclophosphamide for lupus nephritis and severe organ involvement; azathioprine and methotrexate as steroid-sparing maintenance.
- Biologics — belimumab (anti-BLyS) and rituximab in refractory disease; anifrolumab for skin and joint disease.
- Manage comorbidity: cardiovascular risk factors, osteoporosis prophylaxis with steroids, vaccination, and anticoagulation where antiphospholipid syndrome coexists.
- Pregnancy: plan conception during remission; hydroxychloroquine is continued; avoid methotrexate, mycophenolate and cyclophosphamide; monitor for pre-eclampsia and, in anti-Ro positive women, for fetal heart block.
Immunosuppressive regimens for lupus nephritis by ISN/RPS class, and hydroxychloroquine dosing by body weight for retinal safety — confirm against current guidance.
Definition
Anaphylaxis is a severe, life-threatening, generalised or systemic hypersensitivity reaction of rapid onset, characterised by airway, breathing and/or circulatory compromise, usually with skin and mucosal changes. It is a clinical diagnosis and a medical emergency in which treatment must never await investigation.
Mechanism
- Immunological (IgE-mediated, type I hypersensitivity) — the classic mechanism. Prior sensitisation produces IgE bound to mast cells and basophils; re-exposure cross-links IgE, causing degranulation with release of histamine, tryptase, prostaglandins and leukotrienes.
- Non-IgE immunological — IgG or complement mediated (e.g. some drug and blood product reactions).
- Non-immunological (formerly "anaphylactoid") — direct mast cell degranulation without prior sensitisation, so a first exposure can cause a reaction: radiocontrast media, opioids, vancomycin ("red man syndrome"), NSAIDs.
The mediators cause vasodilatation, increased vascular permeability with plasma leak, bronchoconstriction, mucus secretion and myocardial depression — producing distributive shock.
Common Triggers
- Drugs: penicillins and other beta-lactams, NSAIDs, radiocontrast, neuromuscular blockers, antisnake venom.
- Foods: peanut and tree nuts, shellfish, egg, milk, wheat — the commonest triggers in children.
- Insect stings: bee, wasp, hornet.
- Others: latex, vaccines, blood products, exercise-induced (often food-dependent), and idiopathic.
Clinical Features
Onset is typically within minutes of exposure — the faster the onset, the more severe the reaction.
- Skin and mucosa (80–90%): urticaria, flushing, pruritus, angio-oedema of lips, tongue and eyelids. Skin signs may be absent in up to 20%, particularly in the most severe reactions — their absence must never exclude the diagnosis.
- Airway: throat tightness, hoarseness, stridor, laryngeal oedema — a leading cause of death.
- Breathing: dyspnoea, wheeze, bronchospasm, hypoxia; the other leading cause of death, particularly in asthmatics.
- Circulation: tachycardia, hypotension, dizziness, collapse, arrhythmia, cardiac arrest.
- Gastrointestinal: abdominal cramps, vomiting, diarrhoea — prominent in insect sting and food reactions.
- Neurological: anxiety, "sense of impending doom", confusion, loss of consciousness.
Management
1. Immediate
- Remove the trigger — stop the drug infusion, remove the sting.
- Call for help; position the patient supine with legs elevated (or in the left lateral position if pregnant); do not sit or stand the patient up, as this can precipitate fatal circulatory collapse ("empty ventricle syndrome").
- ADRENALINE INTRAMUSCULARLY into the anterolateral thigh — the first-line, life-saving treatment, given immediately and repeated every 5 minutes if there is no improvement. There is no absolute contraindication to adrenaline in anaphylaxis.
- High-flow oxygen; secure the airway early — intubate before oedema makes it impossible, and be prepared for surgical airway.
- Rapid intravenous fluid resuscitation with crystalloid — large volumes may be needed because of massive capillary leak.
2. Second-line (adjuncts, never substitutes for adrenaline)
- Antihistamines (H1 blocker, with or without H2 blocker) — relieve urticaria and itch only; they do not treat airway or circulatory compromise.
- Corticosteroids — slow onset; traditionally given to reduce biphasic reactions, though the evidence for this is now questioned.
- Nebulised salbutamol for persistent bronchospasm; nebulised adrenaline for stridor.
- Glucagon for patients on beta-blockers who are refractory to adrenaline.
- Intravenous adrenaline infusion only in a monitored setting by experienced staff, for refractory shock.
3. After the acute event
- Observe — a biphasic reaction occurs in a minority, typically within 4–12 hours; observation of 6–12 hours is advised for severe reactions, those needing repeated adrenaline, or patients with asthma.
- Serum mast cell tryptase — take samples soon after onset, at 1–2 hours, and a baseline sample after 24 hours; a transient rise confirms mast cell degranulation retrospectively.
- Discharge planning: prescribe two adrenaline auto-injectors with training for patient and family, provide a written emergency plan, a medical alert bracelet, and clear trigger-avoidance advice.
- Refer to an allergy specialist for confirmatory skin prick or specific IgE testing, and consider venom immunotherapy for insect sting anaphylaxis.
Adrenaline is intramuscular, into the thigh, and it comes first. The commonest fatal errors are giving antihistamines or steroids instead of adrenaline, delaying adrenaline, giving it subcutaneously (absorption is unreliable), or giving undiluted adrenaline intravenously — which causes hypertensive crisis, arrhythmia and myocardial ischaemia. Deaths in anaphylaxis are overwhelmingly associated with delayed adrenaline.
Adrenaline dose by age and route, and the recommended observation periods — confirm against current resuscitation council guidance.
Definition & Epidemiology
Acute rheumatic fever (ARF) is a delayed, immunologically mediated, multisystem inflammatory sequel to group A beta-haemolytic streptococcal (GAS) pharyngitis, affecting the heart, joints, brain, skin and subcutaneous tissue. It occurs typically in children aged 5–15 years, 2–4 weeks after an untreated throat infection. India carries one of the world's largest burdens of ARF and rheumatic heart disease, driven by overcrowding, poverty and limited access to treatment of sore throat.
Only pharyngeal infection causes ARF — streptococcal skin infection does not.
Pathogenesis
Molecular mimicry: antibodies and T cells raised against the streptococcal M protein and N-acetylglucosamine cross-react with structurally similar host antigens — cardiac myosin and valve endothelium (laminin), synovium, and neuronal tissue in the basal ganglia. The result is a sterile inflammatory response at these sites. The characteristic myocardial lesion is the Aschoff nodule, a perivascular granuloma with Anitschkow cells. Genetic susceptibility (HLA class II alleles) determines who responds this way.
Clinical Features — Revised Jones Criteria (2015)
Diagnosis requires evidence of preceding streptococcal infection plus two major criteria, or one major and two minor criteria. The 2015 revision distinguishes low-risk from moderate/high-risk populations (which includes India), with lower thresholds in the latter.
| Major criteria | Notes |
|---|---|
| Carditis | Pancarditis — endocarditis, myocarditis, pericarditis. The 2015 revision accepts subclinical carditis on echocardiography as a major criterion. Mitral valve most often affected, then aortic. The only manifestation causing permanent damage |
| Arthritis | Migratory polyarthritis of large joints — knees, ankles, elbows, wrists; exquisitely painful, dramatically responsive to salicylates; never deforming. In high-risk populations monoarthritis and polyarthralgia also count |
| Chorea (Sydenham's) | Late manifestation (up to 6 months); purposeless involuntary movements, emotional lability, "milkmaid's grip"; may occur alone and is diagnostic by itself |
| Erythema marginatum | Evanescent, non-pruritic, pink macules with serpiginous spreading margins on the trunk; rare and easily missed in dark skin |
| Subcutaneous nodules | Painless, firm, mobile nodules over extensor surfaces and bony prominences; rare, and associated with severe carditis |
Minor criteria: fever, arthralgia (if arthritis is not a major criterion), raised ESR or CRP, and prolonged PR interval on ECG (if carditis is not a major criterion).
Evidence of preceding streptococcal infection: raised or rising ASO titre or anti-DNase B, positive throat culture, or positive rapid antigen test.
"Arthritis licks the joints but bites the heart." The arthritis of ARF is dramatic, migratory and completely resolves without deformity, whereas the carditis may be clinically silent yet leaves permanent valve damage. This is exactly why the 2015 criteria added echocardiography for subclinical carditis — and why every suspected case must have an echocardiogram.
Investigations
Throat swab culture and rapid antigen test; ASO titre (rising titres are more useful than a single value); ESR and CRP; CBC; ECG for PR prolongation and conduction disturbance; echocardiography in every case to detect valvulitis and subclinical carditis; chest X-ray for cardiomegaly and failure.
Management
1. Eradicate the streptococcus — benzathine penicillin G by a single intramuscular injection, or oral penicillin V for 10 days; a macrolide in penicillin allergy. This is given regardless of throat culture result.
2. Anti-inflammatory therapy
- Arthritis without carditis: aspirin or NSAIDs — response is rapid and dramatic; failure to respond within 48 hours should make you question the diagnosis.
- Moderate to severe carditis: corticosteroids (prednisolone), tapered over weeks, with aspirin overlap on withdrawal to prevent rebound.
3. Supportive — bed rest during active carditis, treatment of heart failure (diuretics, ACE inhibitors), and management of chorea with rest, a quiet environment, and where necessary carbamazepine or valproate.
4. Secondary prophylaxis — the most important long-term measure
Continuous antibiotic prophylaxis prevents recurrent attacks, each of which worsens valve damage. Intramuscular benzathine penicillin every 3–4 weeks is the standard, with oral penicillin as an alternative for those refusing injections.
| Category | Duration of Prophylaxis |
|---|---|
| ARF without carditis | 5 years, or until age 21 — whichever is longer |
| ARF with carditis, no residual valve disease | 10 years, or until age 21 — whichever is longer |
| ARF with carditis and residual valve disease | 10 years, or until age 40 — sometimes lifelong |
5. Prevention — primary prevention by prompt diagnosis and antibiotic treatment of streptococcal sore throat, together with improved living conditions, remains the only way to reduce the national burden.
Benzathine penicillin doses by body weight, aspirin and prednisolone regimens, and prophylaxis durations — confirm against current WHO/Indian cardiology guidance.
Definition
Gout is an inflammatory arthritis caused by deposition of monosodium urate (MSU) crystals in joints and soft tissue, occurring when serum urate exceeds its solubility limit (approximately 6.8 mg/dL). It is the commonest inflammatory arthritis in men, with rising prevalence attributed to diet, obesity, alcohol and diuretic use.
Pathogenesis & Causes
Urate is the end-product of purine metabolism, produced by xanthine oxidase and excreted mainly by the kidney. Hyperuricaemia results from:
- Under-excretion (90%) — chronic kidney disease, diuretics (thiazides, loop), low-dose aspirin, ciclosporin, tacrolimus, ethambutol, pyrazinamide, alcohol (especially beer), lead nephropathy, dehydration, hypothyroidism.
- Over-production (10%) — high purine diet (red meat, organ meat, shellfish), fructose-sweetened drinks, alcohol, myeloproliferative and lymphoproliferative disorders, tumour lysis syndrome, psoriasis, haemolysis, and enzyme defects (Lesch–Nyhan syndrome — HGPRT deficiency).
Not all hyperuricaemic patients develop gout, and urate may be normal during an acute attack — so a normal level does not exclude the diagnosis.
Clinical Features
Acute gout:
- Sudden, severe monoarthritis, characteristically waking the patient in the early hours.
- Podagra — the first metatarsophalangeal joint — is involved in over 50% of first attacks and eventually in most patients.
- The joint is exquisitely tender, red, hot and swollen, with overlying skin desquamation as the attack settles; even bedclothes are intolerable.
- Untreated attacks resolve spontaneously over 7–10 days.
- Triggers: alcohol binge, purine-rich meal, dehydration, surgery, trauma, infection, starvation, and initiation of urate-lowering therapy.
Chronic tophaceous gout: after years of untreated disease — tophi (firm, chalky white urate deposits) on the helix of the ear, olecranon bursa, extensor forearm, Achilles tendon and fingers; chronic destructive arthropathy with "punched-out" para-articular erosions with overhanging edges on X-ray, and preserved joint space until late.
Renal complications: urate nephrolithiasis, chronic urate nephropathy, and acute urate nephropathy in tumour lysis syndrome.
Investigations
- Synovial fluid aspiration and polarised light microscopy — the gold standard. MSU crystals are needle-shaped and NEGATIVELY birefringent, appearing yellow when parallel to the axis of the compensator, and are seen within neutrophils during an attack.
- Always send synovial fluid for Gram stain and culture — septic arthritis can coexist with, and clinically mimic, acute gout.
- Serum urate — best measured 2 weeks after the attack subsides, since it falls during acute inflammation.
- CBC (leucocytosis), ESR and CRP raised; renal function; fasting glucose and lipids (metabolic syndrome is strongly associated).
- X-ray — normal early; later shows punched-out erosions with sclerotic margins and overhanging edges. Ultrasound shows the "double contour sign" of urate deposited on cartilage; dual-energy CT identifies urate deposits non-invasively.
- 24-hour urinary urate to distinguish over-producers from under-excretors in selected cases.
| Feature | Gout (MSU) | Pseudogout (CPPD) |
|---|---|---|
| Crystal | Needle-shaped, negatively birefringent | Rhomboid, weakly POSITIVELY birefringent |
| Typical joint | 1st MTP, midfoot, ankle, knee | Knee, wrist |
| Radiology | Punched-out erosions | Chondrocalcinosis — cartilage calcification |
| Associations | Metabolic syndrome, diuretics, renal disease | Haemochromatosis, hyperparathyroidism, hypomagnesaemia, hypophosphatasia, age |
Management
Acute attack — treat promptly, and do not start or stop urate-lowering therapy during the attack:
- NSAIDs at full anti-inflammatory dose (avoid in renal impairment, peptic ulcer, heart failure).
- Colchicine — effective, particularly if started early; limited by diarrhoea and by toxicity in renal impairment. Low-dose regimens are as effective as, and better tolerated than, older high-dose schedules.
- Corticosteroids — oral, intra-articular or intramuscular; the agent of choice where NSAIDs and colchicine are contraindicated, especially in renal disease and the elderly.
- IL-1 inhibitors (anakinra, canakinumab) for refractory cases.
- Rest and elevate the joint; continue any existing urate-lowering drug unchanged.
Long-term urate-lowering therapy — indications: recurrent attacks (two or more per year), tophi, chronic gouty arthropathy, radiographic erosions, urate nephrolithiasis, and gout with chronic kidney disease.
- Allopurinol — a xanthine oxidase inhibitor and first-line agent. Start at a low dose and titrate upwards against serum urate. Reduce dose in renal impairment. Risks include rash and rarely severe cutaneous adverse reactions (DRESS, SJS/TEN), associated with HLA-B*5801, which is more prevalent in some Asian populations.
- Febuxostat — alternative xanthine oxidase inhibitor, useful in allopurinol intolerance.
- Uricosurics (probenecid) — increase renal excretion; avoid where there is nephrolithiasis or renal impairment.
- Target serum urate below 6 mg/dL (below 5 mg/dL where tophi are present) — treat to target, not to symptoms.
- Prophylaxis with low-dose colchicine or NSAID for the first several months of urate-lowering therapy, because falling urate mobilises crystals and precipitates attacks — the commonest reason patients abandon treatment.
Lifestyle: weight reduction, reduced alcohol (especially beer and spirits), avoidance of fructose-sweetened drinks and excess red and organ meat, adequate hydration, and review of diuretics — losartan and calcium channel blockers lower urate and are preferred antihypertensives in gout.
An acute hot swollen joint is septic arthritis until proved otherwise — even in a known gout patient, and even with a raised urate. Aspirate the joint and send for urgent Gram stain and culture before committing to a diagnosis of gout. Missing septic arthritis destroys the joint within days and can be fatal.
Allopurinol starting doses and titration in renal impairment, colchicine dosing regimens, and urate targets — confirm against current rheumatology guidance.
Definition
Antiphospholipid antibody syndrome (APS) is an autoimmune prothrombotic disorder characterised by arterial and/or venous thrombosis and/or pregnancy morbidity, in the presence of persistently positive antiphospholipid antibodies. It is the commonest acquired cause of thrombophilia.
- Primary APS — occurring alone (about half of cases).
- Secondary APS — associated with an underlying autoimmune disease, most often SLE (present in 30–40% of lupus patients).
Pathogenesis
Antibodies are directed principally against beta-2 glycoprotein I bound to phospholipid, rather than against phospholipid itself. They promote thrombosis by activating endothelial cells, platelets and monocytes, upregulating tissue factor, inhibiting the protein C pathway and annexin A5 shield, and activating complement. In pregnancy they also cause defective trophoblast invasion and placental thrombosis.
Clinical Features
Thrombotic:
- Venous: deep vein thrombosis (commonest manifestation), pulmonary embolism, and thrombosis at unusual sites — cerebral venous sinus, hepatic (Budd–Chiari), portal, renal, retinal.
- Arterial: stroke and transient ischaemic attack in a young patient — a classic presentation, myocardial infarction, limb and mesenteric ischaemia.
- Recurrent thrombosis despite anticoagulation should always raise the possibility.
Obstetric:
- Three or more unexplained consecutive miscarriages before 10 weeks
- One or more fetal deaths after 10 weeks with a morphologically normal fetus
- Premature birth before 34 weeks due to severe pre-eclampsia, eclampsia or placental insufficiency
Non-criteria (but clinically important):
- Livedo reticularis — a mottled, net-like violaceous discoloration, and the commonest skin sign
- Thrombocytopenia (usually mild) and autoimmune haemolytic anaemia
- Libman–Sacks endocarditis with valve thickening and vegetations
- Nephropathy, migraine, cognitive dysfunction, chorea, transverse myelitis, avascular necrosis, and leg ulcers
Catastrophic APS (CAPS) — a rare, fulminant variant with multi-organ thrombosis affecting three or more organs within a week, with microthrombi on histology. Mortality approaches 50%; it is often precipitated by infection, surgery or anticoagulant withdrawal.
Investigations
Three antibody tests, and the timing rule matters:
1. Lupus anticoagulant — a functional clotting assay. It prolongs the aPTT in vitro, which fails to correct with mixing studies but corrects with added phospholipid. The name is a misnomer: in vivo it causes thrombosis, not bleeding.
2. Anticardiolipin antibodies — IgG and IgM, at medium or high titre.
3. Anti-beta-2 glycoprotein I antibodies — IgG and IgM.
Antibodies must be positive on two occasions at least 12 weeks apart to exclude transient positivity from infection, malignancy or drugs. "Triple positivity" (all three tests positive) carries the highest thrombotic risk.
Other findings: prolonged aPTT with a normal PT, thrombocytopenia, false-positive VDRL/RPR for syphilis (a classic clue), and positive ANA in secondary APS.
A prolonged aPTT that does not correct on mixing, in a patient who is thrombosing rather than bleeding, is the classic paradox of the lupus anticoagulant. Combined with a false-positive VDRL and a history of miscarriage or young stroke, it should trigger the full antiphospholipid screen.
Management
- Thrombosis: lifelong warfarin after a first venous event, with the INR target set by event type and risk; warfarin with low-dose aspirin is often used after arterial events. Heparin is used for initial treatment and in pregnancy.
- Direct oral anticoagulants (DOACs) are NOT recommended, particularly in triple-positive patients and after arterial events, because trials demonstrated higher rates of recurrent thrombosis compared with warfarin.
- Pregnancy: low-dose aspirin plus prophylactic low-molecular-weight heparin substantially improves live birth rates. Warfarin is teratogenic and must be stopped before or in early pregnancy. Manage jointly with an obstetrician in a high-risk clinic.
- Asymptomatic antibody carriers: no routine anticoagulation; low-dose aspirin may be considered where risk is high (triple positivity, coexisting SLE), together with aggressive control of conventional cardiovascular risk factors.
- Hydroxychloroquine in SLE-associated APS — independently antithrombotic.
- Thromboprophylaxis at times of high risk — surgery, immobilisation, long travel, puerperium.
- Catastrophic APS: combined anticoagulation, high-dose corticosteroids, plasma exchange and/or intravenous immunoglobulin, with treatment of the precipitating trigger; rituximab or eculizumab in refractory cases.
Never stop anticoagulation abruptly in established APS — withdrawal is a recognised trigger for catastrophic APS and for recurrent major thrombosis. Where surgery requires interruption, bridge carefully with heparin and restart as early as haemostasis permits.
INR targets for venous versus arterial events differ between guidelines and remain debated — confirm before printing specific values.
Definition & Concept
The seronegative spondyloarthritides are a family of inflammatory arthritides sharing: absence of rheumatoid factor ("seronegative"), association with HLA-B27, axial involvement (sacroiliitis and spondylitis), enthesitis (inflammation at tendon and ligament insertions), asymmetrical large-joint oligoarthritis of the lower limbs, dactylitis, extra-articular features (uveitis, mucocutaneous, cardiac), and familial clustering.
Members: ankylosing spondylitis (the prototype), reactive arthritis, psoriatic arthritis, enteropathic arthritis (with inflammatory bowel disease), and undifferentiated spondyloarthritis.
Ankylosing Spondylitis
Definition: a chronic inflammatory disease of the axial skeleton, principally the sacroiliac joints and spine, leading to syndesmophyte formation, ankylosis and progressive spinal fusion. It affects young men predominantly (3:1), with onset typically in the late teens to early thirties. Over 90% are HLA-B27 positive.
Clinical features:
- Inflammatory back pain — insidious onset before age 40, duration over 3 months, morning stiffness exceeding 30 minutes, improvement with exercise and NOT with rest, and night pain that wakes the patient in the second half of the night. This pattern distinguishes it from mechanical back pain.
- Alternating buttock pain from sacroiliitis.
- Reduced spinal mobility: modified Schober's test (less than 5 cm increase on forward flexion), reduced lateral flexion, reduced chest expansion (below 5 cm) from costovertebral involvement, and increased occiput-to-wall distance.
- Progressive deformity: loss of lumbar lordosis, thoracic kyphosis, and the "question mark" posture.
- Enthesitis — Achilles tendonitis, plantar fasciitis; peripheral arthritis of hips and shoulders (hip involvement predicts poorer function).
Extra-articular — the "A" list:
- Anterior uveitis — acute, unilateral, recurrent, painful, in up to 40%; the commonest extra-articular feature
- Aortic regurgitation and aortitis; AV conduction block
- Apical pulmonary fibrosis
- Amyloidosis (AA); Achilles enthesitis
- Atlanto-axial subluxation; osteoporosis with spinal fracture
- IgA nephropathy; inflammatory bowel disease
Investigations:
- raised ESR and CRP (may be normal)
- HLA-B27 (supportive, not diagnostic — it is common in the healthy population)
- X-ray sacroiliac joints showing sclerosis, erosion, pseudo-widening then fusion
- spine showing squaring of vertebrae, syndesmophytes and the "bamboo spine"
- MRI with STIR sequences, which detects bone marrow oedema and active sacroiliitis years before radiographic change — the key advance permitting early diagnosis.
Management:
- Exercise and physiotherapy are the cornerstone — daily spinal extension exercises, postural training, swimming; this determines long-term function more than any drug.
- NSAIDs — first-line pharmacological treatment, effective for pain and stiffness, and possibly slowing radiographic progression when used continuously.
- Biologics — TNF-α inhibitors and IL-17 inhibitors (secukinumab) for active disease despite NSAIDs; these transformed outcomes in axial disease.
- Conventional DMARDs (sulfasalazine, methotrexate) work only for peripheral arthritis, not for axial disease — an important examination point.
- Smoking cessation; osteoporosis assessment; ophthalmology referral for uveitis; surgery for severe hip disease or spinal deformity.
The ankylosed spine fractures like a long bone. In advanced AS, even minor trauma can cause an unstable transverse spinal fracture, often at the cervicothoracic junction, with a high risk of cord injury. Any AS patient with new neck or back pain after even trivial injury needs CT, not plain films, and careful immobilisation.
Reactive Arthritis
Definition: a sterile inflammatory arthritis occurring 1–4 weeks after a distant infection, most often gastrointestinal or genitourinary. The organism is not recoverable from the joint.
Triggers:
- Post-dysenteric: *Shigella, Salmonella, Campylobacter, Yersinia*
- Post-venereal: *Chlamydia trachomatis*, *Ureaplasma*
Features:
- Classic triad (Reiter's syndrome): "can't see, can't pee, can't climb a tree" — conjunctivitis, urethritis and arthritis. The full triad occurs in only about a third.
- Asymmetrical oligoarthritis of the lower limbs — knees, ankles, feet; dactylitis ("sausage digit"); enthesitis with heel pain.
- Mucocutaneous: keratoderma blennorrhagica (pustular hyperkeratotic lesions on the soles, resembling pustular psoriasis), circinate balanitis, painless oral ulcers, nail dystrophy.
- Ocular: conjunctivitis early; anterior uveitis in recurrent disease.
- Sacroiliitis in chronic or HLA-B27-positive cases.
Investigations:
- raised ESR and CRP
- HLA-B27 positive in 50–80%
- stool and urethral cultures, chlamydia NAAT on first-void urine
- joint aspiration to exclude septic and crystal arthritis — synovial fluid is inflammatory but sterile
- rheumatoid factor and ANA negative.
Management:
- NSAIDs first-line
- intra-articular or systemic corticosteroids
- antibiotics for the triggering genitourinary infection and for sexual contacts (they do not alter established arthritis, and do not help post-dysenteric disease)
- sulfasalazine or methotrexate for persistent disease
- TNF inhibitors in refractory cases. Most cases resolve within 3–12 months, but a proportion relapse or become chronic.
Definition
Osteoarthritis (OA) is a chronic degenerative joint disorder characterised by progressive loss of articular cartilage with accompanying subchondral bone remodelling, osteophyte formation and low-grade synovial inflammation. It is the commonest joint disease and a leading cause of disability in the elderly. It is now understood as a disease of the whole joint as an organ, not simply "wear and tear".
Classification & Risk Factors
- Primary (idiopathic) — no identifiable cause; related to age, genetics and mechanical factors.
- Secondary — trauma and previous fracture, meniscal or ligament injury, inflammatory arthritis (RA, gout), septic arthritis, avascular necrosis, congenital and developmental disorders (hip dysplasia, Perthes' disease), metabolic and endocrine disease (haemochromatosis, acromegaly, ochronosis, hyperparathyroidism), and neuropathic joints (Charcot joint in diabetes, syringomyelia, tabes dorsalis).
Risk factors: age (the strongest), female sex, obesity (for knee OA, both mechanical and metabolic), occupational and sporting overuse, joint malalignment, muscle weakness, and family history (notably for nodal hand OA).
Pathology
Chondrocyte-driven imbalance between matrix synthesis and degradation, with matrix metalloproteinase activity exceeding repair. Cartilage fibrillates, fissures and is progressively lost. The exposed subchondral bone becomes sclerotic ("eburnation"), develops subchondral cysts and forms osteophytes at the joint margins. The synovium shows mild secondary inflammation.
Clinical Features
- Pain of mechanical character — worse with activity and at the end of the day, relieved by rest; in advanced disease pain occurs at rest and at night.
- Morning stiffness lasting less than 30 minutes, and "gelling" — stiffness after periods of inactivity that eases within minutes of moving.
- Crepitus on movement; restricted range of movement; joint instability and "giving way"; muscle wasting around the joint.
- Bony swelling rather than the soft, warm synovial swelling of inflammatory arthritis; joints are cool with little or no erythema.
- Joints involved: knee, hip, cervical and lumbar spine, first carpometacarpal joint of the thumb, first MTP joint, and the distal interphalangeal joints.
- Heberden's nodes — bony swellings at the DIP joints; Bouchard's nodes — at the PIP joints. The squaring of the thumb base is characteristic.
OSTEOARTHRITIS versus RHEUMATOID ARTHRITIS
| Feature | Osteoarthritis | Rheumatoid arthritis |
|---|---|---|
| Age | Older | Any, typically 30–50 |
| Onset | Insidious, over years | Weeks to months |
| Morning stiffness | < 30 minutes | > 1 hour |
| Pain pattern | Worse with use, better with rest | Better with use, worse with rest |
| Joints | DIP, first CMC, knee, hip, spine | MCP, PIP, wrist — DIP SPARED |
| Symmetry | Often asymmetrical | Symmetrical |
| Swelling | Bony, hard | Soft, warm, boggy synovial |
| Systemic features | Absent | Fatigue, fever, weight loss, extra-articular disease |
| ESR/CRP | Normal | Raised |
| Serology | Negative | RF and anti-CCP often positive |
| X-ray | Osteophytes, subchondral sclerosis, cysts, asymmetrical joint space loss | Periarticular osteopenia, marginal erosions, symmetrical joint space loss |
Investigations
OA is largely a clinical diagnosis; investigations exclude alternatives and assess severity.
- X-ray — remember "LOSS": Loss of joint space (asymmetrical), Osteophytes, Subchondral sclerosis, Subchondral cysts. Radiographic severity correlates poorly with symptoms.
- ESR, CRP, RF and anti-CCP are normal or negative — useful to exclude inflammatory arthritis.
- Joint aspiration if there is an effusion or diagnostic doubt: synovial fluid is non-inflammatory (clear, viscous, white cells under 2000/µL) — and it excludes crystal and septic arthritis.
- MRI for early cartilage change, meniscal pathology and avascular necrosis where the diagnosis is uncertain.
Management
Non-pharmacological — the foundation, and consistently the most effective:
- Weight reduction — even modest loss substantially reduces knee pain and progression.
- Exercise — quadriceps strengthening for knee OA, range-of-movement and aerobic exercise; this is first-line treatment, not an adjunct.
- Physiotherapy, occupational therapy, walking stick held in the opposite hand, appropriate footwear with shock-absorbing soles, knee braces for malalignment, and home and workplace adaptations.
- Patient education and self-management; heat and cold application; thermal and topical measures.
Pharmacological:
- Topical NSAIDs — first-line drug therapy for knee and hand OA, with a far better safety profile than oral agents.
- Paracetamol — modest benefit; still widely used for mild pain.
- Oral NSAIDs — effective, but use the lowest dose for the shortest time, with gastroprotection; caution in the elderly and in renal, cardiac and gastrointestinal disease.
- Intra-articular corticosteroid injection — useful for painful flares with effusion; benefit lasts weeks, and repeated frequent injections are avoided.
- Duloxetine for chronic pain; topical capsaicin.
- Opioids are generally avoided in this chronic, non-malignant condition.
- Glucosamine and chondroitin — evidence of benefit is weak and inconsistent.
Surgical: total joint replacement for the knee or hip where there is severe pain, night pain and functional limitation refractory to conservative treatment — one of the most successful operations in medicine; osteotomy in younger patients with unicompartmental disease; arthroscopic lavage and debridement are not recommended for degenerative knee disease alone.
Definition
The idiopathic inflammatory myopathies are autoimmune disorders characterised by symmetrical proximal muscle weakness and inflammation of skeletal muscle.
- Polymyositis (PM) — muscle involvement without skin change; mediated by CD8+ T-cell attack on muscle fibres (endomysial infiltrate).
- Dermatomyositis (DM) — myositis with characteristic skin changes; a humoral, complement-mediated microangiopathy with perimysial and perivascular infiltrate and perifascicular atrophy.
- Related entities: inclusion body myositis, immune-mediated necrotising myopathy, and juvenile dermatomyositis.
Clinical Features
Muscle:
- Symmetrical, proximal muscle weakness developing over weeks to months — difficulty rising from a chair or squatting, climbing stairs, combing hair, and lifting objects overhead.
- Muscles may be tender; wasting occurs late.
- Pharyngeal and oesophageal involvement causes dysphagia, nasal regurgitation and aspiration risk.
- Neck flexor weakness is characteristic; respiratory muscle involvement in severe disease.
- Ocular and facial muscles are spared — a key point distinguishing it from myasthenia gravis.
Skin (dermatomyositis only) — often precedes muscle disease:
- Heliotrope rash — violaceous discoloration of the upper eyelids with periorbital oedema; pathognomonic.
- Gottron's papules — violaceous, scaly papules over the knuckles (MCP and IP joints), elbows and knees; pathognomonic. (Note the contrast with SLE, where the rash spares the knuckles and involves the phalanges between joints.)
- Shawl sign and V sign — photodistributed erythema over the upper back, shoulders and anterior chest.
- Mechanic's hands — hyperkeratotic, cracked, fissured skin on the radial fingers.
- Nailfold changes — dilated capillary loops, ragged cuticles, periungual erythema.
- Calcinosis cutis — especially in juvenile dermatomyositis.
Systemic:
- Interstitial lung disease — in up to 30%, and a major determinant of prognosis, especially with anti-Jo-1 and other antisynthetase antibodies.
- Antisynthetase syndrome: myositis, ILD, mechanic's hands, Raynaud's phenomenon, arthritis and fever, with anti-Jo-1 antibody.
- Cardiac: myocarditis, conduction defects, arrhythmia.
- Arthralgia, Raynaud's, dysphagia, constitutional symptoms.
Dermatomyositis in an adult is a paraneoplastic disease until proved otherwise. It is associated with ovarian, lung, gastric, colorectal, pancreatic and nasopharyngeal carcinoma — the association is strongest within the first 3 years of diagnosis, and stronger for DM than PM. Age-appropriate malignancy screening is mandatory — CT chest, abdomen and pelvis, mammography and pelvic examination in women, and consideration of nasopharyngeal carcinoma, which is particularly associated in Asian populations. Repeat screening if new symptoms develop.
Investigations
- Muscle enzymes: creatine kinase markedly raised (often 10–50 times normal, correlating broadly with activity); also raised aldolase, AST, ALT and LDH — note that a "deranged LFT" in these patients may be of muscle origin.
- Autoantibodies: ANA positive in most; myositis-specific antibodies — anti-Jo-1 (antisynthetase syndrome), anti-Mi-2 (classic DM with good prognosis), anti-MDA5 (amyopathic DM with rapidly progressive ILD), anti-TIF1-gamma and anti-NXP2 (strongly associated with malignancy), anti-SRP (necrotising myopathy).
- Electromyography — short-duration, low-amplitude polyphasic motor units, fibrillations and positive sharp waves; distinguishes myopathic from neurogenic weakness.
- MRI of thigh muscles — shows oedema and inflammation, and guides the biopsy site.
- Muscle biopsy — the gold standard: endomysial CD8+ infiltrate with invasion of non-necrotic fibres in PM; perifascicular atrophy with perivascular CD4+ and B-cell infiltrate in DM.
- HRCT chest and pulmonary function tests with DLCO for ILD; ECG and echocardiography; swallowing assessment.
- Malignancy screening as above.
Management
- Corticosteroids — high-dose prednisolone is first-line, continued until clinical and enzyme improvement, then slowly tapered over months.
- Steroid-sparing immunosuppressants, started early in most patients: methotrexate or azathioprine; mycophenolate particularly where there is ILD; ciclosporin or tacrolimus.
- Intravenous immunoglobulin — effective in refractory disease, in severe dysphagia, and in dermatomyositis.
- Rituximab for refractory disease, including antisynthetase syndrome.
- Physiotherapy — early passive movement to prevent contractures, progressing to graded strengthening as inflammation settles; rest during the acute inflammatory phase.
- Supportive: swallowing assessment with aspiration precautions, sun protection and topical treatment for skin disease, calcium and vitamin D with bone protection, and *Pneumocystis* prophylaxis with intensive immunosuppression.
- Treat any identified underlying malignancy — the myositis often improves with successful cancer treatment.
Inclusion body myositis should be suspected when weakness is asymmetrical, involves distal muscles (finger flexors) and quadriceps, occurs in men over 50, and fails to respond to steroids; biopsy shows rimmed vacuoles.
Definition & Classification
Vasculitis is inflammation of blood vessel walls, causing destruction, stenosis, aneurysm formation and downstream ischaemia. The Chapel Hill Consensus classifies by the size of the predominant vessel involved:
| Vessel Size | Diseases | Characteristic Features |
|---|---|---|
| Large | Takayasu arteritis (young Asian women — "pulseless disease", limb claudication, bruits, BP discrepancy); Giant cell arteritis (> 50 years — temporal headache, jaw claudication, visual loss, polymyalgia rheumatica) | Claudication, absent pulses, bruits, aortic involvement |
| Medium | Polyarteritis nodosa (hepatitis B association, mononeuritis multiplex, renal and mesenteric involvement, spares the lungs, ANCA-negative); Kawasaki disease (children — fever, conjunctivitis, rash, coronary aneurysms) | Aneurysms, infarction, mononeuritis multiplex |
| Small — ANCA-associated | Granulomatosis with polyangiitis (GPA); Microscopic polyangiitis (MPA); Eosinophilic granulomatosis with polyangiitis (EGPA, Churg–Strauss) | Pulmonary-renal syndrome, palpable purpura, pauci-immune glomerulonephritis |
| Small — immune complex | IgA vasculitis (Henoch–Schönlein purpura); cryoglobulinaemic vasculitis (hepatitis C); anti-GBM disease (Goodpasture's) | Palpable purpura, arthritis, nephritis |
Features Suggesting Vasculitis
Any multisystem illness with constitutional symptoms (fever, weight loss, fatigue) plus raised inflammatory markers and one or more of: palpable purpura, mononeuritis multiplex, glomerulonephritis with active urinary sediment, pulmonary infiltrates or haemorrhage, unexplained ischaemia in a young patient, or episcleritis/scleritis. The combination of lung and kidney involvement — the pulmonary-renal syndrome — is a classic vasculitic presentation.
Anca and its Interpretation
| ANCA Pattern | Target Antigen | Principal Association |
|---|---|---|
| c-ANCA (cytoplasmic) | Proteinase 3 (PR3) | Granulomatosis with polyangiitis (~90% in generalised disease) |
| p-ANCA (perinuclear) | Myeloperoxidase (MPO) | Microscopic polyangiitis, EGPA, drug-induced vasculitis |
ANCA supports but never replaces the diagnosis: it may be negative in limited disease and positive in infection (endocarditis, tuberculosis), inflammatory bowel disease and drug reactions (hydralazine, propylthiouracil, cocaine adulterated with levamisole).
Granulomatosis with Polyangiitis (wegener's)
A necrotising granulomatous vasculitis of small and medium vessels, classically affecting the upper airway, lung and kidney — the "ELK" triad (Ear-nose-throat, Lung, Kidney).
Clinical features:
- Upper respiratory tract (most common initial site): persistent nasal crusting, epistaxis, sinusitis unresponsive to antibiotics, nasal septal perforation with saddle-nose deformity, otitis media, hearing loss, and subglottic stenosis causing stridor.
- Lower respiratory tract: cough, haemoptysis, dyspnoea, pleuritic pain; CT shows nodules that cavitate, and diffuse alveolar haemorrhage in severe disease.
- Renal: pauci-immune, rapidly progressive crescentic glomerulonephritis with haematuria, red cell casts, proteinuria and rising creatinine — the manifestation that determines survival.
- Eye: scleritis, episcleritis, orbital pseudotumour with proptosis.
- Skin: palpable purpura, ulcers, nodules.
- Nervous system: mononeuritis multiplex, cranial neuropathy.
- Constitutional: fever, weight loss, arthralgia, malaise.
Investigations:
- c-ANCA/anti-PR3
- raised ESR and CRP
- urinalysis with microscopy for dysmorphic red cells and casts (mandatory at every visit)
- renal function
- CT chest and sinuses
- biopsy for definitive diagnosis — renal biopsy shows pauci-immune necrotising crescentic glomerulonephritis (little or no immune deposit on immunofluorescence), and lung or nasal biopsy shows necrotising granulomatous inflammation.
Management — two phases:
- Remission induction: high-dose corticosteroids combined with cyclophosphamide or rituximab (rituximab is at least as effective and preferred in young patients concerned about fertility, and in relapsing disease). Plasma exchange is considered for severe renal disease or diffuse alveolar haemorrhage.
- Remission maintenance for at least 2 years: azathioprine, methotrexate or rituximab, with a slowly tapering low-dose steroid.
- Supportive and preventive: *Pneumocystis jirovecii* prophylaxis with co-trimoxazole during intensive immunosuppression; bone protection; vaccination; monitoring for cyclophosphamide toxicity — haemorrhagic cystitis (prevented with mesna and hydration), infertility, and bladder malignancy; and screening for infection, which causes much of the mortality.
- Monitor for relapse — ANCA titres, urinalysis, renal function and inflammatory markers; relapse is common.
A patient with haemoptysis and haematuria has a pulmonary-renal syndrome until proved otherwise — GPA, microscopic polyangiitis or anti-GBM (Goodpasture's) disease. This is a medical emergency: renal function can be lost irreversibly within days. Check urinalysis and ANCA urgently, and involve nephrology immediately — do not wait for biopsy before starting treatment in a rapidly deteriorating patient.
Cyclophosphamide and rituximab induction regimens, and current indications for plasma exchange — this has changed following recent trial evidence; confirm before publication.
Definition
Systemic sclerosis is a multisystem connective tissue disease characterised by the triad of excessive collagen deposition (fibrosis) of skin and internal organs, obliterative small-vessel vasculopathy, and autoimmunity. It affects women four times more often than men, with peak onset between 30 and 50 years.
Pathogenesis
Endothelial injury leads to vascular damage with intimal proliferation and luminal narrowing (there is a paucity of vessels, not merely vasospasm), immune activation with autoantibody production, and fibroblast activation with excessive collagen deposition driven by TGF-beta and connective tissue growth factor.
Classification
| Feature | Limited cutaneous | Diffuse cutaneous |
|---|---|---|
| Skin involvement | Distal to elbows and knees, plus face | Proximal to elbows and knees, plus trunk |
| Onset | Raynaud's precedes skin change by years | Raynaud's precedes skin change by months — rapid onset |
| Antibody | Anti-centromere | Anti-Scl-70 (anti-topoisomerase I); anti-RNA polymerase III |
| Major organ risk | Pulmonary arterial hypertension (late) | Interstitial lung disease; scleroderma renal crisis |
| Prognosis | Better | Worse |
CREST syndrome describes the limited form: Calcinosis, Raynaud's phenomenon, Esophageal dysmotility, Sclerodactyly, Telangiectasia.
Clinical Features
Vascular:
- Raynaud's phenomenon — present in over 95% and usually the first symptom, often preceding other features by years. Triphasic colour change: white (ischaemia) → blue (deoxygenation) → red (reperfusion).
- Digital ulceration, pitting scars of the fingertips, and gangrene from fixed vascular narrowing.
- Abnormal nailfold capillaroscopy — dilated, giant capillaries with dropout; an early and highly useful bedside investigation.
Skin: progressive tightening and thickening; sclerodactyly with tapering fingers and flexion contractures; loss of skin creases and hair; microstomia with a puckered perioral appearance and reduced mouth opening; mask-like facies with beaked nose; salt-and-pepper pigmentation; calcinosis cutis; telangiectasia.
Gastrointestinal (up to 90%): oesophageal dysmotility with reflux, dysphagia and stricture; gastric antral vascular ectasia ("watermelon stomach") causing anaemia; small bowel hypomotility with bacterial overgrowth, malabsorption and pseudo-obstruction; wide-mouthed colonic diverticula; faecal incontinence.
Pulmonary — now the leading cause of death:
- Interstitial lung disease — non-specific interstitial pneumonia pattern, commonest in diffuse disease with anti-Scl-70.
- Pulmonary arterial hypertension — commoner in limited disease, presenting with exertional dyspnoea and a loud P2.
Cardiac: myocardial fibrosis, arrhythmia, conduction defects, pericardial effusion.
Renal: scleroderma renal crisis — see danger box.
Musculoskeletal: arthralgia, tendon friction rubs, myopathy, contractures.
Investigations
- ANA positive in most
- anti-centromere and anti-Scl-70 for subtype
- anti-RNA polymerase III (associated with renal crisis and malignancy).
- Nailfold capillaroscopy.
- HRCT chest and pulmonary function tests with DLCO — a falling DLCO is often the earliest sign of ILD or pulmonary hypertension.
- Echocardiography annually to estimate pulmonary artery pressure, with right heart catheterisation for confirmation.
- Barium swallow or manometry for dysmotility
- renal function and regular blood pressure monitoring
- ECG and NT-proBNP.
Management
There is no cure; management is organ-based, and early detection of organ involvement determines outcome.
- Raynaud's and digital ulcers: keep warm, avoid cold and smoking; calcium channel blockers (nifedipine) first-line; phosphodiesterase-5 inhibitors (sildenafil); intravenous iloprost for critical ischaemia; bosentan to prevent new digital ulcers.
- Skin and early diffuse disease: methotrexate or mycophenolate mofetil; autologous haematopoietic stem cell transplantation in selected rapidly progressive cases.
- Interstitial lung disease: mycophenolate mofetil or cyclophosphamide; nintedanib (antifibrotic) reduces the rate of decline; tocilizumab in selected patients.
- Pulmonary arterial hypertension: endothelin receptor antagonists, PDE-5 inhibitors, prostacyclin analogues, managed in specialist centres.
- Gastrointestinal: proton pump inhibitors in high dose for reflux, prokinetics for dysmotility, rotating antibiotics for bacterial overgrowth, nutritional support.
- Musculoskeletal: physiotherapy, hand exercises to preserve function, analgesia.
- Avoid high-dose corticosteroids wherever possible — see the danger box.
Scleroderma renal crisis presents with abrupt severe (malignant) hypertension, rapidly rising creatinine, microangiopathic haemolytic anaemia and thrombocytopenia, most often in early diffuse disease, and is precipitated by corticosteroids (particularly doses equivalent to prednisolone 15 mg/day or more). ACE inhibitors are the treatment and must be started immediately and titrated aggressively even if the patient is normotensive on presentation — they transformed this from a uniformly fatal complication into a survivable one. Do not withhold an ACE inhibitor because of a rising creatinine. Avoid high-dose steroids in systemic sclerosis, and if they are unavoidable, monitor blood pressure and creatinine closely.
Definitions
- Monoarthritis — one joint involved.
- Oligoarthritis (pauciarticular) — two to four joints.
- Polyarthritis — five or more joints.
- Acute — under 6 weeks; chronic — beyond 6 weeks.
The first task is always to confirm that the problem is articular (pain on both active and passive movement, with swelling and effusion) rather than periarticular (bursitis, tendonitis, cellulitis — pain on active movement with preserved passive movement), and to establish whether it is inflammatory or mechanical.
| Feature | Inflammatory | Mechanical / degenerative |
|---|---|---|
| Morning stiffness | > 30–60 minutes | < 30 minutes |
| Effect of activity | Improves | Worsens |
| Effect of rest | Worsens | Improves |
| Swelling | Soft tissue, warm | Bony, cool |
| Systemic features | Fever, weight loss, fatigue | Absent |
| ESR/CRP | Raised | Normal |
Acute Monoarthritis — Septic Until Proved Otherwise
Causes:
- Septic arthritis — *Staphylococcus aureus* (commonest), streptococci, gonococcus in young sexually active adults, Gram-negatives in the elderly and immunosuppressed, and tuberculosis (chronic monoarthritis, particularly of hip or knee — important in India).
- Crystal arthritis — gout, pseudogout (CPPD).
- Trauma and haemarthrosis — fracture, internal derangement, haemophilia, anticoagulation.
- Monoarticular presentation of a polyarthritis — early RA, psoriatic or reactive arthritis, spondyloarthritis.
- Avascular necrosis, tumour (pigmented villonodular synovitis, osteoid osteoma).
Every acute hot swollen joint requires urgent joint aspiration before antibiotics. Septic arthritis destroys cartilage within days and carries significant mortality. Risk factors include pre-existing joint disease (especially RA), prosthetic joints, diabetes, immunosuppression, intravenous drug use and skin sepsis. Crystals in the fluid do not exclude infection — the two can coexist. If in doubt, treat as septic while cultures are pending.
Synovial Fluid Analysis — the Key Investigation
| Type | Appearance | WBC/µL | Neutrophils | Interpretation |
|---|---|---|---|---|
| Normal | Clear, viscous | < 200 | < 25% | — |
| Non-inflammatory | Clear, yellow | 200–2 000 | < 25% | Osteoarthritis, trauma |
| Inflammatory | Cloudy, yellow | 2 000–50 000 | > 50% | RA, crystal arthritis, spondyloarthritis |
| Septic | Purulent, opaque | > 50 000 (often > 100 000) | > 75% | Infection |
| Haemorrhagic | Blood-stained | — | — | Trauma, haemophilia, anticoagulation, PVNS |
Send fluid for cell count and differential, Gram stain and culture, polarised light microscopy for crystals, and, where tuberculosis is suspected, AFB stain, CBNAAT and mycobacterial culture.
Polyarthritis — Pattern Recognition
Analyse by symmetry, joint distribution, and acute versus chronic:
| Pattern | Likely Diagnoses |
|---|---|
| Symmetrical, small joints of hands and feet, chronic | Rheumatoid arthritis, SLE, viral arthritis |
| Asymmetrical, large joints, lower limb | Seronegative spondyloarthritis — reactive, psoriatic, enteropathic |
| DIP joint involvement | Psoriatic arthritis, osteoarthritis (not RA) |
| Migratory | Acute rheumatic fever, gonococcal arthritis, viral arthritis, SLE |
| Additive, progressive | RA, psoriatic arthritis |
| Acute polyarthritis with fever and rash | Viral (chikungunya, dengue, parvovirus B19, rubella, hepatitis B), adult Still's disease, SLE, ARF |
| With back pain and sacroiliitis | Ankylosing spondylitis and related spondyloarthritis |
In India, acute symmetrical polyarthritis with fever and rash in an epidemic setting is chikungunya until proved otherwise. The arthritis is severe, often symmetrical and small-joint, and may persist for months to years after the acute illness, closely mimicking rheumatoid arthritis — but it is seronegative and non-erosive. Take a travel, epidemic and mosquito-exposure history in every acute polyarthritis.
Clinical Assessment
History: onset and speed, pattern and sequence of joint involvement, morning stiffness, systemic features, preceding infection (throat, gastrointestinal, genitourinary), sexual history, tick or travel exposure, rash, photosensitivity, oral ulcers, dry eyes and mouth, bowel symptoms, psoriasis, back pain, drug history and family history.
Examination:
- examine every joint including the spine
- assess for warmth, effusion, tenderness, deformity and range of movement
- then look for extra-articular clues — nails and skin (psoriasis), rheumatoid nodules, tophi, rash, eyes (uveitis, scleritis), murmurs, lungs, lymph nodes and neurology.
Investigations:
- CBC, ESR, CRP, renal and liver function, urate, urinalysis
- RF, anti-CCP, ANA (interpreted with clinical probability)
- ASO, viral and chlamydial serology as directed
- HLA-B27 where spondyloarthritis is suspected
- X-rays of affected joints
- ultrasound or MRI for early synovitis and sacroiliitis
- joint aspiration whenever an effusion is accessible.
Introduction
Autoantibodies are central to the diagnosis, classification and prognosis of connective tissue disease, but they must always be interpreted in the context of the clinical picture. Ordering them indiscriminately generates false positives, unnecessary anxiety and inappropriate referral — they are confirmatory tests, not screening tests for undifferentiated symptoms.
Antinuclear Antibody (ana)
- Detected by indirect immunofluorescence on HEp-2 cells, the reference method, reported as a titre and a pattern.
- Highly sensitive but poorly specific. ANA is positive in up to 15% of healthy people at low titre (and more with increasing age), in relatives of patients with autoimmune disease, in chronic infection, in thyroid and liver autoimmunity, and in malignancy.
- Titre matters: 1:40 to 1:80 is often insignificant; 1:160 and above is more likely to be meaningful in the right clinical setting.
- A negative ANA makes SLE very unlikely (sensitivity > 95%) — this is its greatest value.
| ANA Pattern | Typical Target | Association |
|---|---|---|
| Homogeneous | dsDNA, histones | SLE, drug-induced lupus |
| Speckled | Sm, RNP, Ro, La | SLE, MCTD, Sjögren's, systemic sclerosis |
| Nucleolar | RNA polymerase, fibrillarin | Systemic sclerosis (diffuse) |
| Centromere | Centromere proteins | Limited cutaneous systemic sclerosis (CREST) |
| Cytoplasmic | Jo-1, ribosomal P | Antisynthetase syndrome, myositis, SLE |
Specific Autoantibodies
| Antibody | Principal Disease | Comment |
|---|---|---|
| Anti-dsDNA | SLE | Specific; titres track activity, especially nephritis |
| Anti-Sm | SLE | Most specific for SLE; sensitivity only 20–30% |
| Anti-histone | Drug-induced lupus | Also in idiopathic SLE |
| Anti-Ro (SSA) / Anti-La (SSB) | Sjögren's syndrome, SCLE, neonatal lupus with congenital heart block | Ro can be positive in ANA-negative lupus |
| Anti-U1-RNP | Mixed connective tissue disease | Required in high titre for MCTD |
| Anti-centromere | Limited systemic sclerosis | Associated with pulmonary hypertension |
| Anti-Scl-70 (topoisomerase I) | Diffuse systemic sclerosis | Associated with interstitial lung disease |
| Anti-RNA polymerase III | Diffuse systemic sclerosis | Scleroderma renal crisis; malignancy association |
| Anti-Jo-1 | Antisynthetase syndrome | Myositis with ILD, mechanic's hands, Raynaud's |
| Anti-TIF1-gamma, anti-NXP2 | Dermatomyositis | Malignancy-associated |
| Anti-MDA5 | Amyopathic dermatomyositis | Rapidly progressive ILD |
Non-ana Autoantibodies
- Rheumatoid factor — IgM anti-IgG Fc. Positive in ~70% of RA, but also in Sjögren's syndrome (high titre), SLE, chronic infection (infective endocarditis, tuberculosis, hepatitis C, leprosy), and 5–10% of healthy elderly. Not diagnostic on its own.
- Anti-CCP — ~95% specific for RA; predicts erosive disease; may precede symptoms by years.
- ANCA — c-ANCA/anti-PR3 with granulomatosis with polyangiitis; p-ANCA/anti-MPO with microscopic polyangiitis and EGPA. Also positive in infection and drug-induced vasculitis.
- Antiphospholipid antibodies — lupus anticoagulant, anticardiolipin, anti-beta-2 glycoprotein I; must be confirmed 12 weeks apart.
- Anti-GBM — Goodpasture's disease (pulmonary-renal syndrome).
- Complement C3 and C4 — low in active SLE and in cryoglobulinaemia, reflecting consumption; useful for monitoring rather than diagnosis.
The two lines examiners most want to hear are: "ANA is a sensitive screening test but not specific — anti-dsDNA and anti-Sm are the specific ones", and "autoantibodies must be interpreted alongside the clinical features; a positive ANA alone does not diagnose lupus." Ordering an "autoimmune panel" in a patient with isolated arthralgia and no other features is poor practice, and knowing that is worth marks.
Introduction
Organophosphate (OP) compounds are the commonest cause of fatal poisoning in India, reflecting their free availability as agricultural insecticides. Common agents include malathion, parathion, dichlorvos, monocrotophos and chlorpyrifos. Exposure is usually deliberate self-poisoning by ingestion, less often occupational (dermal or inhalational) or accidental. Mortality remains high, driven by respiratory failure.
Mechanism
OP compounds irreversibly inhibit acetylcholinesterase by phosphorylating its active site. Acetylcholine therefore accumulates at:
- Muscarinic receptors — parasympathetic post-ganglionic synapses
- Nicotinic receptors — neuromuscular junction and autonomic ganglia
- Central nervous system synapses
"Ageing" is the key concept: over hours, the phosphorylated enzyme undergoes an irreversible conformational change and can no longer be reactivated by oximes. This is why pralidoxime must be given early — once ageing has occurred it is useless. Ageing time varies by compound, from minutes (some nerve agents) to 24–48 hours.
Carbamates (carbaryl, propoxur) inhibit cholinesterase reversibly and spontaneously hydrolyse within hours, producing a shorter, milder illness that does not require oximes.
Clinical Features
Muscarinic effects — DUMBBELLS
D = Diarrhoea, Defecation
U = Urination
M = Miosis — pinpoint pupils, a key diagnostic sign
B = Bronchorrhoea and Bronchospasm — the killers
B = Bradycardia
E = Emesis
L = Lacrimation
L = Lethargy
S = Salivation, Sweating
Nicotinic effects (mnemonic "MTWtHF" — Mydriasis, Tachycardia, Weakness, Hypertension, Fasciculations): muscle fasciculations, cramps, weakness, and ultimately paralysis including the diaphragm.
Central effects: anxiety, confusion, ataxia, convulsions, respiratory depression, coma.
Characteristic bedside clues: a garlic-like or kerosene odour of the breath and vomitus, pinpoint pupils, and copious secretions.
Three distinct phases:
1. Acute cholinergic crisis — minutes to hours after exposure, as described above.
2. Intermediate syndrome — 24–96 hours later, after apparent recovery. Weakness of proximal limb, neck flexor, cranial nerve and respiratory muscles, without fasciculations or cholinergic features. It does not respond to atropine or oximes, and requires mechanical ventilation — the commonest reason for unexpected deterioration on the ward.
3. OP-induced delayed polyneuropathy (OPIDN) — 2–3 weeks later; a distal sensorimotor axonopathy with foot drop and glove-and-stocking sensory loss, due to inhibition of neuropathy target esterase. Recovery is slow and often incomplete.
Death is from respiratory failure, caused by the combination of bronchorrhoea and bronchospasm, respiratory muscle paralysis and central depression. The clinical priority is therefore the airway and secretions — "dry the chest". The endpoint of atropinisation is clear lungs on auscultation, not pupil size or heart rate.
Investigations
- Red cell (true) acetylcholinesterase — correlates best with severity and with recovery.
- Plasma (pseudo)cholinesterase — falls earlier and is more widely available, but is less specific (also low in liver disease, malnutrition, pregnancy).
- Diagnosis is clinical; treatment must never await enzyme results.
- Arterial blood gas and continuous pulse oximetry; chest X-ray for aspiration pneumonitis and pulmonary oedema.
- ECG — bradycardia, QT prolongation, and risk of torsades de pointes and heart block.
- Electrolytes, blood glucose (hyperglycaemia is common), renal function, amylase (pancreatitis occurs), and creatine kinase.
Management
1. Resuscitation and decontamination
- Airway, breathing, circulation. Give high-flow oxygen. Aggressive suction of secretions. Intubate early for airway protection, copious secretions or weakness — do not wait for exhaustion.
- Remove all contaminated clothing and wash the skin with soap and water. Staff must wear gloves and aprons — secondary contamination of health workers is a real risk.
- Gastric lavage is of limited value and only if presentation is very early with a protected airway; activated charcoal may be given early. Do not induce emesis.
2. Atropine — the life-saving drug
- Antagonises muscarinic effects only; it does not reverse nicotinic weakness.
- Give as repeated doubling boluses until atropinisation is achieved, then maintain by infusion.
- Endpoints of atropinisation: clear chest on auscultation, drying of secretions, heart rate above 80/min, systolic BP above 80 mmHg. Pupils are a poor guide and dilate late.
- Watch for atropine toxicity — hyperthermia, agitation, delirium, absent bowel sounds, urinary retention — which can be mistaken for worsening poisoning.
3. Oximes (pralidoxime)
- Reactivate acetylcholinesterase by removing the phosphate group, and are the only agents that address nicotinic features and muscle weakness.
- Must be given as early as possible, before ageing occurs; given as a loading dose followed by continuous infusion.
- Not indicated in pure carbamate poisoning.
4. Supportive care
- Benzodiazepines for seizures and agitation; avoid succinylcholine for intubation (prolonged paralysis due to cholinesterase inhibition) — use a non-depolarising agent.
- Mechanical ventilation for respiratory failure and the intermediate syndrome, often for days to weeks.
- Fluid and electrolyte management; treat aspiration pneumonia; nutritional support.
- Observe for at least 48–96 hours even after apparent recovery, specifically watching for the intermediate syndrome.
- Psychiatric assessment before discharge in every case of deliberate self-poisoning, with risk assessment and follow-up.
Other Insecticides — Differentiation
| Class | Examples | Mechanism | Key Features | Treatment |
|---|---|---|---|---|
| Organophosphate | Malathion, parathion, dichlorvos | Irreversible cholinesterase inhibition | Cholinergic crisis; intermediate syndrome; OPIDN | Atropine + pralidoxime |
| Carbamate | Carbaryl, propoxur | Reversible inhibition, spontaneous hydrolysis | Milder, shorter; no delayed neuropathy | Atropine only — oximes not needed |
| Organochlorine | DDT, endosulfan, lindane | Sodium channel and GABA antagonism | Seizures predominate, tremor, hyperexcitability; no cholinergic features | Benzodiazepines; supportive; no antidote |
| Pyrethroid | Permethrin, cypermethrin | Sodium channel modulation | Usually mild — paraesthesiae, dermatitis; seizures only in massive ingestion | Symptomatic; wash skin |
Atropine and pralidoxime dosing regimens and infusion rates vary significantly between protocols — confirm against current national poisoning management guidelines before printing figures.
Introduction
Aluminium phosphide (ALP, "rice tablet", "wheat pill", celphos, quickphos) is a solid fumigant pesticide used to protect stored grain. It is a major cause of fatal self-poisoning in North India, particularly in agricultural regions. Mortality is extremely high — commonly quoted at 50–90% — because there is no antidote and death occurs from refractory circulatory failure.
A single fresh 3 g tablet is potentially lethal. Tablets exposed to air lose potency, which explains occasional survival after large ingestions.
Mechanism
On contact with moisture and gastric acid, ALP liberates phosphine gas (PH3):
AlP + 3H2O → Al(OH)3 + PH3↑
Phosphine is a potent mitochondrial poison:
- Inhibits cytochrome c oxidase, blocking oxidative phosphorylation and halting cellular ATP production.
- Generates reactive oxygen species with lipid peroxidation, and inhibits catalase and superoxide dismutase.
- Causes direct myocardial injury with profound depression of contractility, and widespread endothelial damage with capillary leak.
The result is cellular hypoxia despite adequate oxygenation, with the heart most severely affected.
Clinical Features
- Early (minutes to hours): vomiting, epigastric pain, retrosternal burning, nausea, and a characteristic garlic or decaying-fish odour of the breath and vomitus — a valuable diagnostic clue.
- Cardiovascular — dominant and fatal: profound refractory hypotension and shock, myocarditis, arrhythmias of every kind (sinus tachycardia, ventricular ectopics, VT, VF, conduction block), and cardiogenic pulmonary oedema. Shock typically appears within 6 hours and is remarkably resistant to fluids and inotropes.
- Respiratory: dyspnoea, ARDS, pulmonary oedema.
- Metabolic: severe high anion gap metabolic acidosis from lactate accumulation, hypoglycaemia (or hyperglycaemia), hypomagnesaemia and hypokalaemia.
- Hepatic and renal: transaminitis, jaundice, acute kidney injury.
- Neurological: restlessness, agitation, confusion, coma; seizures are less common.
- Late survivors may develop hepatic dysfunction and, rarely, oesophageal stricture.
Investigations
- ECG and continuous cardiac monitoring — ST-T changes, arrhythmias, conduction defects.
- Arterial blood gas — severe metabolic acidosis with raised lactate; this is a major prognostic marker.
- Electrolytes with magnesium, blood glucose, renal and liver function, cardiac troponin, and coagulation profile.
- Echocardiography — reduced ejection fraction and global hypokinesia, guiding inotrope choice.
- Silver nitrate paper test on gastric aspirate or breath — paper impregnated with silver nitrate blackens in the presence of phosphine, a simple confirmatory bedside test.
- Chest X-ray for pulmonary oedema and ARDS.
Management — Supportive, as There Is No Antidote
1. Resuscitation
- Airway, breathing, circulation; high-flow oxygen; secure large-bore access; intubate and ventilate for respiratory failure or coma.
- Staff protection: phosphine gas is released from the patient's vomitus and gastric contents; manage in a well-ventilated area and avoid mouth-to-mouth resuscitation.
2. Gastric decontamination
- Gastric lavage with potassium permanganate solution — oxidises phosphine to non-toxic phosphate. Traditionally recommended and still widely practised in India.
- Coconut oil has been used to retard phosphine release, and sodium bicarbonate lavage to reduce acid-driven hydrolysis.
- Activated charcoal may be given.
- Decontamination is most useful very early and must never delay resuscitation.
3. Circulatory support — the central challenge
- Cautious fluid resuscitation guided by central venous pressure or echocardiography; excessive fluid worsens pulmonary oedema in a failing myocardium.
- Vasopressors and inotropes — noradrenaline, dopamine, dobutamine — usually in high doses, often with disappointing response.
- Intravenous magnesium sulphate — widely used in India for its antiarrhythmic and membrane-stabilising effect and its correction of the hypomagnesaemia that accompanies poisoning. Evidence is observational rather than definitive.
- Correct acidosis with bicarbonate in severe acidaemia; correct hypoglycaemia, hypokalaemia and hypomagnesaemia.
- Reported adjuncts with limited evidence: N-acetylcysteine (antioxidant), intravenous lipid emulsion, glucose-insulin-potassium infusion, and extracorporeal membrane oxygenation (ECMO) in centres where available, which offers the best reported outcomes in refractory cardiogenic shock.
4. Monitoring and aftercare
Continuous ECG, invasive blood pressure where possible, urine output, serial ABG and lactate. Lactate clearance and shock reversal in the first 24 hours are the strongest prognostic indicators. Psychiatric evaluation for all survivors of deliberate ingestion.
There is no antidote to aluminium phosphide. Do not delay aggressive circulatory support while searching for one. The prognosis is determined by the dose ingested, the freshness of the tablet, and the depth and duration of shock and acidosis on arrival. Persistent shock with a rising lactate despite maximal support carries near-total mortality — and families should be counselled early and honestly.
The evidence base for magnesium sulphate, coconut oil, N-acetylcysteine and lipid emulsion in ALP poisoning is largely observational and Indian practice varies widely — confirm current recommendations and doses before publication.
Introduction
Snake bite is a major cause of preventable rural mortality in India, with tens of thousands of deaths annually — the highest burden of any country. Most bites occur on the lower limb, in agricultural workers, at night and in the monsoon season. WHO classifies it as a neglected tropical disease.
The "big Four" Venomous Snakes of India
| Snake | Venom Type | Key Clinical Features |
|---|---|---|
| Russell's viper (*Daboia russelii*) | Vasculotoxic (+ nephrotoxic) | Local swelling and necrosis, coagulopathy and bleeding, acute kidney injury, capillary leak, hypopituitarism (Sheehan-like) in survivors |
| Saw-scaled viper (*Echis carinatus*) | Vasculotoxic | Local swelling, persistent bleeding, incoagulable blood |
| Common krait (*Bungarus caeruleus*) | Neurotoxic (pre-synaptic) | Minimal or no local signs; bites at night while sleeping; early morning abdominal pain, ptosis, descending paralysis, respiratory failure |
| Indian cobra (*Naja naja*) | Neurotoxic (post-synaptic) + cytotoxic | Painful local swelling with necrosis, ptosis, ophthalmoplegia, bulbar and respiratory paralysis |
Clinical Features
Local: fang marks, pain, progressive swelling, blistering, ecchymosis, regional lymphadenopathy, and tissue necrosis (cobra, Russell's viper). Absence of local signs does not exclude envenoming — krait bites are typically painless.
Neurotoxic envenoming (elapids): ptosis is the earliest and most reliable sign, followed by external ophthalmoplegia, diplopia, dysarthria, dysphagia, broken-neck sign (neck muscle weakness), and descending flaccid paralysis culminating in respiratory failure. Consciousness is preserved — a distressing and important point, since the patient is aware but unable to move or breathe.
Vasculotoxic envenoming (vipers): spontaneous systemic bleeding — gum bleeding (an early and easily elicited sign), epistaxis, haematemesis, haematuria, intracranial haemorrhage — with incoagulable blood, thrombocytopenia and DIC. Acute kidney injury from hypotension, haemoglobinuria, myoglobinuria and direct nephrotoxicity.
Myotoxic (sea snakes, some kraits): myalgia, dark urine from myoglobinuria, hyperkalaemia and renal failure.
Investigations
- 20-minute whole blood clotting test (20WBCT) — the single most valuable bedside test in India. Place 2 mL of fresh venous blood in a clean, dry glass tube, leave undisturbed for 20 minutes, then tip. Failure to clot indicates significant coagulopathy and is an indication for antivenom. Repeat 6-hourly.
- Complete blood count, platelet count, prothrombin time and INR, fibrinogen and D-dimer.
- Renal function, electrolytes, creatine kinase, urine for haemoglobin and myoglobin.
- ECG, arterial blood gas, and chest X-ray where respiratory involvement is suspected.
Management
First aid — what to do and what not to do:
- Reassure the patient; anxiety mimics envenoming.
- Immobilise the limb with a splint, kept at or below heart level, and move the patient to hospital urgently.
- Remove rings, bangles and tight clothing before swelling develops.
- Do NOT: apply tight arterial tourniquets, make incisions, attempt suction, apply ice or chemicals, or use "snake stones" and traditional remedies — all cause harm and delay treatment.
In hospital:
- Airway, breathing, circulation; secure intravenous access; monitor continuously. Intubate and ventilate early for bulbar or respiratory weakness — most neurotoxic deaths are preventable with timely ventilation.
- Antisnake venom (ASV) — polyvalent equine ASV covering the big four is the only specific treatment.
- Indications for ASV — systemic envenoming:
- Haemostatic abnormality — non-clotting blood on 20WBCT, spontaneous bleeding
- Neurotoxicity — ptosis, ophthalmoplegia, bulbar or respiratory weakness
- Cardiovascular — hypotension, shock, arrhythmia
- Acute kidney injury, haemoglobinuria or myoglobinuria
- Rapidly progressive local swelling involving more than half the limb
- Anaphylaxis to ASV is common — adrenaline must be drawn up and immediately available before the infusion is started, and the patient watched closely throughout.
- Neostigmine with atropine (or glycopyrrolate) — a trial is worthwhile in post-synaptic (cobra) neurotoxicity, where it can reverse paralysis; it is generally ineffective in pre-synaptic (krait) envenoming.
- Supportive: blood products for bleeding (only after adequate ASV, since clotting factors are consumed while venom persists), dialysis for acute kidney injury, wound care, tetanus prophylaxis, and antibiotics only if there is established secondary infection.
- Surgical: debridement of necrotic tissue; fasciotomy only with objectively measured raised compartment pressure and after correction of coagulopathy — unnecessary fasciotomy is a common and harmful error.
Never apply a tight tourniquet. It does not prevent systemic envenoming, causes ischaemia and gangrene, and on release may precipitate a sudden bolus of venom into the circulation with catastrophic collapse. Pressure immobilisation with a splint is what is recommended. Equally, do not withhold antivenom because the snake was not identified — treat on the basis of the clinical syndrome and the 20WBCT.
Antisnake venom initial dose, repeat dosing intervals and the neostigmine trial regimen — confirm against the current National Snakebite Management Protocol before printing.
Introduction
Opioid poisoning occurs with heroin, morphine, tramadol (widely misused in India), codeine, fentanyl, methadone and buprenorphine, and with therapeutic opioids in the elderly or in renal impairment where accumulation occurs. It is a leading cause of preventable drug-related death, and is entirely reversible with a specific antidote.
Mechanism
Opioids act at mu, kappa and delta receptors. Toxicity results from mu receptor stimulation, causing depression of the brainstem respiratory centre with reduced responsiveness to carbon dioxide, along with sedation, analgesia and pupillary constriction. Death is from respiratory failure.
Clinical Features — the Classic Triad
1. Pinpoint pupils (miosis)
2. Respiratory depression — slow, shallow breathing, ultimately apnoea
3. Depressed consciousness — drowsiness to deep coma
Other features: hypotension, bradycardia, hypothermia, absent bowel sounds and constipation, urinary retention, and needle track marks in intravenous users.
Complications: non-cardiogenic pulmonary oedema (classically with heroin), aspiration pneumonia, hypoxic brain injury, rhabdomyolysis with acute kidney injury from prolonged immobility, compartment syndrome, and — with intravenous use — infective endocarditis, hepatitis B and C, HIV and skin infections.
Drug-specific caveats:
- Tramadol and pethidine may cause seizures and serotonin syndrome, and miosis may be absent.
- Fentanyl and its analogues are extremely potent, with rapid onset and chest wall rigidity; they may need much larger antidote doses.
- Methadone has a long half-life and causes QT prolongation with torsades; toxicity outlasts naloxone by many hours.
- Buprenorphine is a partial agonist and is only incompletely reversed by naloxone.
Pinpoint pupils in a comatose patient — the differential is opioids, organophosphates, pontine haemorrhage, clonidine, and cholinergic drugs. Opioid poisoning is distinguished by the absence of the cholinergic secretions of OP poisoning and by the immediate response to naloxone, which is both diagnostic and therapeutic.
Investigations
Diagnosis is clinical and treatment must not be delayed. Supporting tests: capillary blood glucose (always, in any unconscious patient), arterial blood gas showing respiratory acidosis, urine toxicology screen (note that fentanyl, tramadol and synthetic opioids are frequently missed on standard immunoassays), creatine kinase for rhabdomyolysis, renal and liver function, ECG (QT with methadone), and chest X-ray for aspiration or pulmonary oedema.
Management
1. Airway and breathing first
- Open the airway, give high-flow oxygen, and provide bag-mask ventilation if breathing is inadequate. Oxygenation and ventilation save the patient — naloxone is an adjunct, not a substitute.
2. Naloxone — the specific antidote
- A competitive mu receptor antagonist with onset within 1–2 minutes intravenously.
- Titrate to adequate respiration, not to full consciousness. The aim is a patient who is breathing satisfactorily, not one who is awake, alert and in acute withdrawal.
- May be given intravenously, intramuscularly, subcutaneously or intranasally; intramuscular or intranasal routes are valuable in the pre-hospital setting and in community take-home kits.
- Its half-life is shorter than that of most opioids, so relapse into respiratory depression is common — the patient must be observed and a continuous infusion used for long-acting agents such as methadone.
3. Supportive care
- Intravenous fluids; treat hypothermia; correct hypoglycaemia; monitor for rhabdomyolysis with fluids and urine output.
- Manage aspiration pneumonia and non-cardiogenic pulmonary oedema with oxygen and ventilatory support.
- Observation period proportionate to the agent — several hours for heroin, considerably longer for methadone and sustained-release preparations.
4. Aftercare
Every case is an opportunity for intervention: assess for dependence, offer referral for opioid substitution therapy (buprenorphine or methadone), provide harm-reduction advice, immunise against hepatitis B, screen for HIV and hepatitis C, and consider take-home naloxone for the patient and family.
Excessive naloxone precipitates acute withdrawal — agitation, vomiting with aspiration risk, hypertension, tachycardia, and occasionally acute pulmonary oedema and arrhythmia — and destroys any chance of cooperation. In a dependent patient, give small titrated increments. Conversely, never discharge early: a patient who wakes after naloxone may collapse an hour later as the antidote wears off before the opioid does.
Naloxone bolus and infusion doses, and recommended observation periods by agent — confirm against current toxicology guidance.
Carbon Monoxide Poisoning
Sources: incomplete combustion — charcoal and coal braziers (angithi) used for indoor heating, faulty gas geysers in bathrooms, generator exhaust, house fires, and smoke inhalation. In India, bathroom water-heater deaths and winter brazier deaths are a recurring pattern.
Mechanism:
- CO binds haemoglobin with 240 times the affinity of oxygen, forming carboxyhaemoglobin (COHb), which cannot carry oxygen.
- It shifts the oxygen dissociation curve to the left, impairing oxygen release to tissues — so tissue hypoxia is worse than the reduction in oxygen content alone would suggest.
- It binds cytochrome c oxidase, impairing cellular respiration, and myoglobin, causing myocardial depression.
Clinical features: non-specific and easily misdiagnosed as viral illness or food poisoning.
- Mild: headache (the commonest symptom), nausea, dizziness, fatigue, poor concentration.
- Moderate: confusion, ataxia, visual disturbance, chest pain, dyspnoea, tachycardia.
- Severe: seizures, coma, myocardial ischaemia and arrhythmia, lactic acidosis, rhabdomyolysis, death.
- "Cherry-red" skin is a late, unreliable and usually post-mortem sign — do not rely on it.
- A history of several household members falling ill simultaneously, or symptoms that improve on leaving the house, is the single strongest clue.
- Delayed neuropsychiatric sequelae — appearing days to weeks after apparent recovery, with cognitive impairment, parkinsonism, personality change and memory loss.
Investigations:
- COHb level by co-oximetry on arterial or venous blood (levels correlate poorly with severity but confirm exposure)
- pulse oximetry is falsely normal, since standard oximeters cannot distinguish COHb from oxyhaemoglobin
- arterial blood gas with lactate
- ECG and troponin
- CT or MRI brain in severe cases, which may show bilateral globus pallidus lesions.
Management:
- Remove from the source immediately.
- High-flow 100% oxygen via a non-rebreathing mask — this is the treatment. It reduces the half-life of COHb from around 4–5 hours on room air to about 1 hour, and shorter still on 100% oxygen. Continue until the patient is asymptomatic and COHb has fallen substantially.
- Intubation and ventilation with 100% oxygen for coma or respiratory failure.
- Hyperbaric oxygen is considered for loss of consciousness, neurological deficit, myocardial ischaemia, very high COHb levels, and pregnancy (fetal haemoglobin binds CO avidly and the fetus is at high risk), though evidence for benefit on long-term outcomes remains debated and availability in India is limited.
- Treat acidosis, seizures and myocardial ischaemia; monitor for delayed sequelae with neuropsychological follow-up.
- Prevention is the real answer: ventilation of rooms using braziers, servicing of gas appliances, and never siting a geyser inside a closed bathroom.
Salicylate (aspirin) Poisoning
Mechanism — a uniquely mixed acid-base picture:
- Direct stimulation of the respiratory centre produces respiratory alkalosis (early).
- Uncoupling of oxidative phosphorylation and inhibition of Krebs cycle enzymes produce high anion gap metabolic acidosis with lactate and ketoacid accumulation, plus hyperthermia.
- The classic result in adults is a mixed respiratory alkalosis with metabolic acidosis — a combination that is virtually diagnostic. Children develop metabolic acidosis earlier, without the alkalotic phase.
Clinical features: nausea, vomiting, epigastric pain, tinnitus and deafness (early and characteristic), hyperventilation, sweating, fever, dehydration. Severe poisoning causes agitation, confusion, seizures, coma, non-cardiogenic pulmonary oedema, hypoglycaemia (and low CNS glucose despite a normal blood level), hypokalaemia and renal failure.
Investigations:
- serum salicylate level, repeated — a single level may be misleading, as sustained-release and enteric-coated preparations continue to be absorbed and levels may rise for many hours
- arterial blood gas and serum electrolytes
- blood glucose
- renal function
- coagulation profile
- paracetamol level, since combined preparations and mixed overdoses are common.
Management:
- Resuscitation — airway, breathing, circulation; correct dehydration with intravenous fluids; correct hypokalaemia, which is essential for effective urinary alkalinisation.
- Activated charcoal if presentation is early, and repeated doses for sustained-release preparations.
- Urinary alkalinisation with sodium bicarbonate — the mainstay. Alkalinising the urine traps ionised salicylate in the tubule and markedly increases excretion. Target an alkaline urine pH while monitoring serum potassium and pH closely.
- Haemodialysis — indicated for very high salicylate levels, altered mental status, seizures, pulmonary oedema, renal failure, refractory acidosis or clinical deterioration despite treatment.
- Glucose should be given for altered mental status even when blood glucose is normal, because CNS glucose may be low.
- Correct hyperthermia with cooling; avoid intubation where possible — paralysing a patient removes their compensatory hyperventilation and can cause a catastrophic fall in pH; if intubation is unavoidable, maintain high minute ventilation.
Never let a salicylate-poisoned patient stop hyperventilating. Their tachypnoea is a life-preserving compensation for metabolic acidosis. Sedation, opiates or ill-judged intubation with normal ventilator settings converts a compensated patient into a rapidly fatal acidaemia. This is one of the classic avoidable deaths in toxicology.
Salicylate levels that indicate dialysis, and bicarbonate infusion regimens for urinary alkalinisation — confirm against current toxicology guidance before printing numeric thresholds.
Introduction
Methanol is found in adulterated country liquor (hooch tragedies are a recurring cause of mass poisoning and death in India), industrial solvents, antifreeze, varnish and windshield washer fluid. Ethylene glycol is found in antifreeze, brake fluid and coolants, and is sometimes ingested deliberately or accidentally because of its sweet taste.
Both are relatively non-toxic themselves — the damage is done by their metabolites, which is the central principle governing treatment.
Metabolism and Mechanism
Both are metabolised by alcohol dehydrogenase (ADH), then by aldehyde dehydrogenase:
- Methanol → formaldehyde → formic acid. Formic acid inhibits cytochrome oxidase, causing severe metabolic acidosis and selective injury to the optic nerve and retina and to the basal ganglia.
- Ethylene glycol → glycoaldehyde → glycolic acid → oxalic acid. Glycolic acid causes the acidosis; oxalic acid precipitates as calcium oxalate crystals in the renal tubules, causing acute kidney injury and hypocalcaemia.
Because metabolism takes time, there is a characteristic latent period of several hours between ingestion and the onset of severe features — longer if ethanol has been co-ingested, since ethanol competes for ADH.
Clinical Features
| Feature | Methanol | Ethylene Glycol |
|---|---|---|
| Early (0–12 h) | Inebriation, nausea, vomiting, abdominal pain | Inebriation without the smell of alcohol, vomiting |
| Characteristic organ | Eye — blurred vision, "snowstorm" vision, photophobia, dilated unreactive pupils, papilloedema, permanent BLINDNESS | Kidney — flank pain, oliguria, acute kidney injury |
| Later | Severe metabolic acidosis, Kussmaul breathing, seizures, coma; basal ganglia (putaminal) haemorrhage or necrosis with parkinsonism in survivors | Stage 2: tachycardia, hypertension, pulmonary oedema, heart failure. Stage 3: acute tubular necrosis |
| Biochemistry | High anion gap acidosis, raised osmolar gap; normal calcium | High anion gap acidosis, raised osmolar gap, hypocalcaemia, calcium oxalate crystals in urine |
Investigations
- Arterial blood gas — severe high anion gap metabolic acidosis.
- Osmolar gap — measured minus calculated osmolality. Raised early (when unmetabolised parent alcohol is present) and falls as the anion gap rises with metabolite formation. A normal osmolar gap late in the course does not exclude poisoning.
- Serum methanol or ethylene glycol levels where available — rarely available in time in Indian practice, so treatment is started on clinical and biochemical grounds.
- Serum calcium (low in ethylene glycol), renal function, electrolytes, lactate.
- Urine microscopy — calcium oxalate crystals (needle-shaped monohydrate or envelope-shaped dihydrate); urine fluorescence under Wood's lamp if fluorescein-containing antifreeze was ingested (unreliable).
- Ophthalmological examination in suspected methanol poisoning; CT brain for putaminal lesions.
Management
1. Block the enzyme — the specific treatment
- Fomepizole — a direct competitive inhibitor of alcohol dehydrogenase; the agent of choice where available, requiring no monitoring of levels and causing no sedation. Cost and availability limit its use in India.
- Ethanol — an effective alternative, since ADH has far higher affinity for ethanol than for methanol or ethylene glycol. Given orally or intravenously with the aim of maintaining a steady blood ethanol concentration. It requires frequent monitoring of ethanol levels and blood glucose, and causes sedation, so the airway must be watched.
- Indications to start an ADH blocker: strong suspicion of ingestion, an osmolar gap, or an unexplained high anion gap metabolic acidosis — do not wait for confirmatory levels.
2. Enhance elimination
- Haemodialysis — removes both the parent alcohol and its toxic metabolites, and corrects acidosis. Indicated for severe metabolic acidosis, visual symptoms in methanol poisoning, renal failure, high measured levels, or clinical deterioration. It is the definitive treatment in significant poisoning.
3. Cofactor and supportive therapy
- Methanol: folinic acid (or folic acid) accelerates the conversion of formic acid to carbon dioxide and water.
- Ethylene glycol: thiamine and pyridoxine divert metabolism away from oxalate production.
- Sodium bicarbonate for severe acidaemia — it also reduces tissue penetration of formic acid.
- Correct hypocalcaemia in ethylene glycol poisoning, but cautiously — replacing calcium generates more calcium oxalate.
- Airway protection, ventilation, seizure control, and intensive care support.
- Gastric lavage and charcoal are of little value: absorption is rapid and charcoal binds alcohols poorly.
The blindness of methanol poisoning is preventable but irreversible once established. Any patient from a suspected hooch tragedy with visual complaints, unexplained severe metabolic acidosis or an osmolar gap must be treated immediately with an ADH blocker and considered for urgent dialysis — before levels return and before vision is lost. In a mass poisoning, treat on clinical suspicion and triage for dialysis early.
Fomepizole and ethanol dosing regimens, target ethanol concentration, and dialysis thresholds — confirm against current toxicology protocol before publication.
Definition
Methaemoglobinaemia is the presence of an abnormally high proportion of methaemoglobin (MetHb) — haemoglobin in which the iron of the haem group has been oxidised from the ferrous (Fe2+) to the ferric (Fe3+) state. Ferric haem cannot bind oxygen, and its presence also shifts the oxygen dissociation curve of the remaining normal haem groups to the left, impairing oxygen release to tissues. Normal MetHb is under 1–2% of total haemoglobin.
Normal Protective Mechanisms
The principal defence is the enzyme cytochrome b5 reductase (NADH-methaemoglobin reductase), which accounts for the majority of MetHb reduction. A minor NADPH-methaemoglobin reductase pathway is inactive under normal conditions but becomes important therapeutically — it is the pathway used by methylene blue, and requires NADPH generated by glucose-6-phosphate dehydrogenase.
Causes
Acquired (much commoner):
- Drugs: dapsone (a leading cause, especially in leprosy treatment), local anaesthetics — prilocaine, benzocaine, lignocaine, nitrates and nitrites, nitroglycerine, sulphonamides, primaquine and chloroquine, phenazopyridine, metoclopramide.
- Chemicals: aniline dyes, naphthalene (mothballs), nitrobenzene, chlorates, industrial solvents; contaminated well water high in nitrates, a recognised cause of "blue baby syndrome" in infants in parts of rural India.
- Infants are particularly susceptible because fetal haemoglobin is more readily oxidised and cytochrome b5 reductase activity is physiologically low in the first months of life.
Congenital:
- Cytochrome b5 reductase deficiency — autosomal recessive; chronic cyanosis, usually well tolerated.
- Haemoglobin M variants — autosomal dominant; do not respond to methylene blue.
Clinical Features
Severity broadly parallels the MetHb percentage:
- Slate-grey or bluish "chocolate" cyanosis of skin and mucous membranes.
- Cyanosis that does not improve with high-flow oxygen — the cardinal clue.
- Headache, fatigue, dizziness, dyspnoea and tachycardia as levels rise.
- Confusion, arrhythmia, seizures, metabolic acidosis, coma and death at high levels.
- Patients with anaemia, cardiac or respiratory disease become symptomatic at lower levels.
The "saturation gap" is the diagnostic key. Pulse oximetry reads falsely — typically plateauing around 85% regardless of severity — while the arterial blood gas PaO2 is normal because dissolved oxygen is unaffected. A patient who is deeply cyanosed with a normal PaO2, whose cyanosis does not respond to oxygen, has methaemoglobinaemia until proved otherwise. The chocolate-brown colour of arterial blood that does not turn red on exposure to air is a classic bedside confirmation.
Investigations
- Co-oximetry — the definitive test, measuring MetHb directly.
- Arterial blood gas — normal PaO2 with a marked saturation gap between calculated and measured saturation.
- Bedside test: a drop of blood on white filter paper appears chocolate-brown and fails to turn bright red when waved in air, unlike normal deoxygenated blood.
- CBC — assess for accompanying haemolysis, which occurs with oxidant stress; look for Heinz bodies and bite cells on the film.
- G6PD assay — essential before or alongside methylene blue therapy.
- A careful drug, occupational and water-source history is central to identifying the cause.
Management
- Stop and remove the offending agent — the single most important step; mild cases resolve spontaneously once exposure ceases.
- High-flow oxygen — improves dissolved oxygen delivery even though it does not correct the MetHb.
- Methylene blue — the specific antidote, indicated for symptomatic patients or significantly raised MetHb levels. It is reduced to leucomethylene blue by NADPH-methaemoglobin reductase, which then reduces ferric to ferrous iron. Response is usually rapid, with cyanosis improving within 30–60 minutes; a repeat dose may be needed, particularly with dapsone, which has a long half-life and causes rebound.
- Ascorbic acid (vitamin C) — an alternative where methylene blue is contraindicated or unavailable; slower and less effective.
- Exchange transfusion or hyperbaric oxygen for severe or refractory cases, or where methylene blue cannot be used.
- Dapsone-induced cases may additionally benefit from cimetidine, which reduces formation of the toxic hydroxylamine metabolite.
- Supportive care: fluids, treatment of acidosis, and management of accompanying haemolysis.
Methylene blue is contraindicated in G6PD deficiency. These patients cannot generate sufficient NADPH, so methylene blue does not work — and worse, it acts as an oxidant, precipitating severe haemolysis. In G6PD-deficient patients use ascorbic acid, exchange transfusion or hyperbaric oxygen instead. Methylene blue is also avoided with serotonergic drugs, as it is a monoamine oxidase inhibitor and can precipitate serotonin syndrome. It is likewise ineffective in haemoglobin M disease.
Methylene blue dose, repeat dosing and the MetHb percentage thresholds for treatment — confirm against current toxicology guidance.
Definition
Heat stroke is a life-threatening emergency defined as a core body temperature above 40 °C (104 °F) accompanied by central nervous system dysfunction — confusion, delirium, seizures or coma — in the setting of heat exposure. It represents failure of thermoregulation, in contrast to fever, where the hypothalamic set-point is deliberately raised. It is of increasing importance in India, where severe summer heat waves cause substantial excess mortality.
Types
| Feature | Classic (Non-exertional) | Exertional |
|---|---|---|
| Typical patient | Elderly, infants, chronically ill, those on anticholinergics, diuretics or antipsychotics | Young, fit — athletes, soldiers, farm and construction labourers |
| Setting | Heat wave, poorly ventilated housing, no access to cooling | Strenuous exertion in heat and humidity |
| Onset | Over days | Over hours |
| Sweating | Absent — hot, dry skin | Often still present |
| Complications | Cardiovascular collapse | Rhabdomyolysis, acute kidney injury, DIC — more severe |
Pathophysiology
Heat gain exceeds heat loss and thermoregulatory compensation fails. Above 40 °C there is direct cytotoxic injury, with denaturation of proteins and enzyme dysfunction. This triggers a systemic inflammatory response with release of IL-1, IL-6 and TNF-α, causing endothelial injury and capillary leak — a picture closely resembling sepsis. Gut barrier failure permits endotoxin translocation, amplifying the response. The end result is multi-organ dysfunction: encephalopathy, rhabdomyolysis with myoglobinuric renal failure, hepatic necrosis, DIC and myocardial injury.
Clinical Features
- Core temperature > 40 °C measured rectally — oral and axillary readings are unreliable and dangerously underestimate core temperature.
- CNS dysfunction — irritability, confusion, ataxia, seizures, coma. This is the cardinal feature separating heat stroke from heat exhaustion.
- Hot skin, dry in classic and often sweaty in exertional heat stroke.
- Tachycardia, hypotension, tachypnoea; initially a hyperdynamic circulation.
- Nausea, vomiting, muscle cramps and tenderness.
- Complications: acute kidney injury, rhabdomyolysis, DIC with bleeding, hepatic failure, ARDS, arrhythmia.
| Feature | Heat Exhaustion | Heat Stroke |
|---|---|---|
| Core temperature | < 40 °C | > 40 °C |
| Mental status | Normal | Altered — the defining difference |
| Sweating | Profuse | Absent (classic) or present (exertional) |
| Organ damage | Absent | Multi-organ dysfunction |
| Treatment | Oral or intravenous fluids, rest in a cool area | Immediate aggressive cooling and intensive care |
Investigations
CBC, urea and electrolytes, creatine kinase (markedly raised in rhabdomyolysis), liver function, coagulation profile and D-dimer (DIC), arterial blood gas, blood glucose, urine for myoglobin, ECG, chest X-ray, and CT head where the diagnosis is uncertain or focal signs are present.
Management
Cooling is the single intervention that determines survival — begin immediately and do not delay for investigations or transfer.
- Remove from the heat source, strip clothing, and address airway, breathing and circulation.
- Cold water immersion is the most effective method and the treatment of choice in exertional heat stroke, achieving the fastest cooling rates.
- Where immersion is impractical (elderly, haemodynamically unstable, need for monitoring), use evaporative cooling — tepid water spray with continuous fanning — supplemented by ice packs to the neck, axillae and groins.
- Reduce core temperature to below 39 °C rapidly, then stop active cooling to avoid overshoot hypothermia. Monitor core temperature continuously with a rectal or oesophageal probe.
- Cold intravenous fluids and careful volume resuscitation; aggressive fluid therapy with urine output targets where rhabdomyolysis is present.
- Benzodiazepines for shivering and seizures — shivering generates heat and defeats cooling.
- Treat complications: rhabdomyolysis (fluids, renal replacement therapy if needed), DIC (blood products), and organ support in intensive care.
Antipyretics are useless and harmful in heat stroke. The hypothalamic set-point is normal — the problem is failed heat dissipation, not a raised set-point. Paracetamol adds hepatotoxicity to an already injured liver and NSAIDs worsen renal injury and coagulopathy. Dantrolene is also ineffective, unlike in malignant hyperthermia and neuroleptic malignant syndrome.
Prevention & Prognosis
Acclimatisation, adequate hydration, avoiding exertion during peak heat, light loose clothing, scheduling outdoor labour outside midday, and heat-wave action plans targeting the elderly and outdoor workers. Mortality is high and correlates directly with the duration and degree of hyperthermia before cooling begins, which is why pre-hospital and emergency-department cooling matters more than anything done later.
Cooling targets, mortality figures and specific cooling techniques — confirm against current emergency medicine guidance and India's National Action Plan on Heat Related Illnesses.
Introduction
Sedative-hypnotics are among the commonest agents in deliberate self-poisoning, usually taken with alcohol or other central depressants, which greatly increases lethality. Benzodiazepines have largely replaced barbiturates in clinical use, and barbiturate poisoning is now uncommon — but barbiturates remain far more dangerous, with a narrow therapeutic index and a high case fatality.
Mechanism
Both act on the GABA-A receptor, the principal inhibitory receptor of the central nervous system, but differently — and this difference explains their relative toxicity:
- Benzodiazepines increase the frequency of chloride channel opening; they require GABA to be present, so their effect has a ceiling.
- Barbiturates increase the duration of chloride channel opening and, at high doses, open the channel directly without GABA. There is therefore no ceiling effect, and progressive dosing leads to profound CNS and respiratory depression.
Clinical Features
| Feature | Benzodiazepines | Barbiturates |
|---|---|---|
| Consciousness | Drowsiness, slurred speech, ataxia; coma uncommon with the drug alone | Deep coma, often prolonged |
| Respiration | Mild depression; severe only with co-ingestants (alcohol, opioids) or in the elderly and those with lung disease | Marked respiratory depression — the usual cause of death |
| Cardiovascular | Usually stable | Hypotension from myocardial depression and vasodilatation |
| Pupils | Normal or slightly small | Small, then may dilate in deep coma |
| Reflexes | Depressed | Absent; may mimic brain death with a flat EEG |
| Temperature | Normal | Hypothermia — characteristic |
| Skin | Normal | "Barbiturate blisters" — bullae over pressure points |
| Other | Anterograde amnesia | Absent bowel sounds, gastric stasis |
Complications: aspiration pneumonia, hypoxic brain injury, pressure necrosis and rhabdomyolysis with compartment syndrome from prolonged immobility, hypothermia, and acute kidney injury.
Investigations
- Capillary blood glucose immediately in any unconscious patient.
- Arterial blood gas — respiratory acidosis; pulse oximetry and continuous monitoring.
- Urine toxicology screen — qualitative only, and frequently negative for clonazepam, lorazepam, alprazolam and newer agents, so a negative screen does not exclude poisoning.
- Serum barbiturate level where available, which correlates reasonably with severity.
- Paracetamol and salicylate levels — mixed overdose is common and must be excluded.
- Electrolytes, renal and liver function, creatine kinase, ECG, chest X-ray for aspiration, and CT head where trauma or focal signs are present.
Management
Supportive care is the mainstay, and good supportive care alone gives excellent outcomes.
- Airway, breathing, circulation — the priority. Position, suction, high-flow oxygen; intubate and ventilate for inadequate ventilation or an unprotected airway.
- Circulatory support — intravenous fluids for hypotension; vasopressors if fluid alone is insufficient, particularly in barbiturate poisoning.
- Rewarming for hypothermia; pressure area care; monitor for rhabdomyolysis with fluids and urine output.
- Activated charcoal if presented early with a protected airway; repeated doses enhance elimination of phenobarbitone (enterohepatic recirculation).
- Urinary alkalinisation with sodium bicarbonate increases elimination of phenobarbitone (a weak acid) — not useful for short-acting barbiturates or benzodiazepines.
- Haemodialysis for severe phenobarbitone poisoning with refractory hypotension, prolonged coma or renal failure.
- Flumazenil — a specific benzodiazepine antagonist, but its use is highly restricted (see below).
- Psychiatric assessment for all deliberate ingestions before discharge.
Flumazenil is rarely indicated and can be dangerous. In a patient who is benzodiazepine-dependent, or who has co-ingested a tricyclic antidepressant or other pro-convulsant, reversal removes the seizure threshold protection and can precipitate status epilepticus and arrhythmia that are then extremely difficult to treat. Its half-life is also shorter than most benzodiazepines, causing re-sedation. Reserve it for iatrogenic over-sedation from a known single benzodiazepine in a non-dependent patient. In deliberate mixed overdose, manage the airway instead.
Flumazenil dosing and the precise indications for haemodialysis in phenobarbitone poisoning — confirm against current toxicology guidance.
Definition
Drowning is defined by WHO as the process of experiencing respiratory impairment from submersion or immersion in liquid. Outcomes are classified as death, survival with morbidity, or survival without morbidity. The older terms "near-drowning", "wet" and "dry drowning" and "secondary drowning" are no longer recommended, though "near-drowning" remains in common examination use for survival after a submersion event.
Drowning is a leading cause of accidental death, particularly in children, and in India is associated with open wells, ponds, rivers, canals, flooding and religious bathing, frequently compounded by inability to swim and by alcohol in adults.
Pathophysiology
1. Submersion causes breath-holding, then involuntary laryngospasm as water contacts the larynx.
2. Progressive hypoxia leads to loss of consciousness; laryngospasm relaxes and water is aspirated in most victims.
3. Aspirated water — whether fresh or salt — washes out and inactivates surfactant, causing alveolar collapse, atelectasis, ventilation-perfusion mismatch, intrapulmonary shunting and non-cardiogenic pulmonary oedema (ARDS).
4. Hypoxia is the final common pathway, causing cardiac arrest, hypoxic-ischaemic brain injury and multi-organ failure.
The old teaching that fresh water and salt water drowning differ fundamentally is clinically unhelpful. Experimentally, fresh water is hypotonic and causes haemodilution and haemolysis, while salt water is hypertonic and draws fluid into alveoli — but in real victims the volumes aspirated are too small to produce clinically important differences in electrolytes or blood volume. Management is identical: correct the hypoxia. Say this in your answer rather than dwelling on the classical distinction.
Clinical Features
- Ranges from an asymptomatic patient with a history of submersion to cardiac arrest.
- Respiratory: cough, breathlessness, wheeze, crackles, frothy pink sputum, cyanosis, respiratory failure. Deterioration may be delayed by several hours as surfactant depletion evolves.
- Neurological: confusion, agitation, seizures, coma; hypoxic-ischaemic encephalopathy determines long-term outcome.
- Cardiovascular: arrhythmias, hypotension, cardiac arrest — most commonly asystole or pulseless electrical activity secondary to hypoxia.
- Hypothermia — frequent, especially in cold water and in children; it complicates resuscitation but may also be protective to the brain.
- Associated injuries — always consider cervical spine injury where there has been a dive, a fall, or a shallow-water accident, and consider alcohol, drugs, seizure, arrhythmia (long QT), myocardial infarction or deliberate self-harm as the precipitating cause of the submersion.
Investigations
Arterial blood gas, pulse oximetry, chest X-ray (which may lag behind the clinical picture and be normal initially), electrolytes, renal function, blood glucose, core temperature, ECG, and cervical spine imaging where indicated. Screen for alcohol and drugs, and consider CT head where consciousness does not improve as expected.
Management
At the scene:
- Rescue without becoming a second victim; remove from the water keeping the cervical spine protected where injury is possible.
- Start rescue breathing as early as possible — even in the water where trained — because hypoxia is the problem. This is the one arrest scenario where ventilation takes priority, and standard compression-only CPR is not appropriate.
- Do not attempt to drain water from the lungs — abdominal thrusts and postural drainage are ineffective, delay ventilation and risk aspiration of gastric contents.
- Begin CPR with rescue breaths first; continue resuscitation even in an apparently lifeless, cold patient.
In hospital:
- Oxygenation and ventilation — high-flow oxygen; non-invasive ventilation or intubation with PEEP, which is key to recruiting collapsed alveoli and treating pulmonary oedema.
- Rewarming for hypothermia; correct acidosis, electrolytes and glucose.
- Circulatory support with fluids and inotropes as needed.
- Neuroprotection — maintain normoxia, normocapnia, normoglycaemia and normothermia; treat seizures; targeted temperature management may be considered after cardiac arrest.
- Antibiotics are not given prophylactically — reserve them for established infection, guided by cultures. Consider unusual organisms with contaminated or stagnant water aspiration.
- Observation: any symptomatic patient, or one with abnormal auscultation, hypoxia or an abnormal chest X-ray, must be admitted and observed for at least 6–8 hours for delayed pulmonary deterioration. A fully asymptomatic patient with normal examination, saturation and chest X-ray after a period of observation may be discharged with clear advice to return if breathlessness or cough develops.
Prolonged resuscitation is justified in drowning, especially in cold water and in children. Hypothermia protects the brain, and full neurological recovery has been documented after very long submersion in cold water. Do not use standard duration-based rules to stop resuscitation — the maxim is that a drowning victim is "not dead until warm and dead".
Definition
Oedema is clinically detectable accumulation of fluid in the interstitial space; anasarca is severe generalised oedema involving subcutaneous tissue, serous cavities (ascites, pleural effusion, pericardial effusion) and often the face. Approximately 2.5–3 litres of excess interstitial fluid must accumulate before pitting oedema becomes clinically apparent, which is why weight gain precedes visible swelling.
Pathophysiology — Starling Forces
Fluid movement across the capillary is governed by the balance of hydrostatic and oncotic pressures. Oedema results from one or more of:
- Increased capillary hydrostatic pressure — heart failure, venous obstruction, salt and water retention.
- Reduced plasma oncotic pressure (hypoalbuminaemia) — nephrotic syndrome, cirrhosis, malnutrition, protein-losing enteropathy.
- Increased capillary permeability — sepsis, burns, anaphylaxis, inflammation.
- Impaired lymphatic drainage — filariasis, malignancy, post-surgical.
- Renal sodium and water retention — the final common pathway in most cases, driven by reduced effective arterial blood volume activating the renin–angiotensin–aldosterone system and ADH.
Causes
| System | Causes | Distinguishing Features |
|---|---|---|
| Cardiac | Congestive cardiac failure, constrictive pericarditis, cor pulmonale, restrictive cardiomyopathy | Raised JVP, dependent pitting oedema, orthopnoea, PND, basal crepitations, S3 gallop, hepatomegaly |
| Renal | Nephrotic syndrome, acute glomerulonephritis, chronic kidney disease | Periorbital oedema worse on waking, frothy urine, heavy proteinuria, hypertension, normal or low JVP |
| Hepatic | Cirrhosis with portal hypertension | Ascites out of proportion to leg oedema, jaundice, spider naevi, palmar erythema, splenomegaly, caput medusae |
| Nutritional | Protein-energy malnutrition (kwashiorkor), malabsorption, protein-losing enteropathy, beriberi | Muscle wasting, hair and skin change, low albumin, poor dietary history |
| Endocrine | Hypothyroidism (non-pitting myxoedema), Cushing's syndrome | Coarse features, bradycardia, delayed relaxation of ankle jerk |
| Drugs | Calcium channel blockers (amlodipine), NSAIDs, corticosteroids, pioglitazone, minoxidil | Temporal relation to drug; oedema usually confined to legs |
| Others | Severe anaemia, beriberi (wet), pregnancy, idiopathic cyclical oedema, filarial lymphoedema | Non-pitting in chronic lymphoedema |
Clinical Approach
History:
- onset and progression
- distribution — whether swelling began in the legs (cardiac, hepatic) or the face and eyes (renal)
- diurnal variation (renal oedema worse in the morning, cardiac worse in the evening)
- breathlessness, orthopnoea and PND
- frothy urine and reduced output
- jaundice, alcohol intake, previous hepatitis
- dietary history
- drug history
- residence in a filaria-endemic area.
Examination:
- Confirm pitting by sustained pressure for 15 seconds over the tibia or sacrum. Non-pitting oedema suggests myxoedema or lymphoedema.
- Jugular venous pressure — the single most useful discriminating sign. Raised in cardiac causes and constrictive pericarditis, normal or low in nephrotic syndrome, cirrhosis and malnutrition.
- Assess for ascites (shifting dullness, fluid thrill), pleural effusion, and sacral oedema in the bedbound.
- Cardiovascular: apex beat, S3, murmurs, Kussmaul's sign and pericardial knock in constriction.
- Abdomen: hepatomegaly (tender and pulsatile in right heart failure), splenomegaly, stigmata of chronic liver disease.
- General: pallor, jaundice, thyroid status, nutritional status, muscle wasting, skin and hair changes.
Use the JVP to separate the three big causes. Anasarca with a raised JVP is cardiac (or constrictive pericarditis) until proved otherwise. Anasarca with a normal or low JVP plus heavy proteinuria is nephrotic syndrome. Anasarca with a low JVP, ascites predominating and stigmata of chronic liver disease is cirrhosis. This single bedside sign directs the entire work-up.
Investigations
- Urinalysis — the first and most informative test: proteinuria (3+ or 4+ suggests nephrotic syndrome), haematuria and casts in glomerulonephritis. Quantify with spot urine protein:creatinine ratio or 24-hour protein (> 3.5 g/day = nephrotic range).
- Serum albumin and total protein; renal function and electrolytes; liver function tests with prothrombin time.
- Complete blood count — anaemia; thyroid function tests.
- Lipid profile — hyperlipidaemia supports nephrotic syndrome.
- Chest X-ray — cardiomegaly, pulmonary venous congestion, pleural effusion.
- ECG and echocardiography — ventricular function, valvular disease, pericardial disease; constrictive pericarditis must be actively excluded as it is surgically curable.
- Ultrasound abdomen — liver echotexture, portal vein, ascites, kidney size and echogenicity.
- Ascitic fluid analysis with serum-ascites albumin gradient (SAAG): ≥ 1.1 g/dL indicates portal hypertension; < 1.1 suggests peritoneal disease such as tuberculosis or malignancy.
- Selected: renal biopsy, night blood smear for microfilaria, NT-proBNP, 24-hour urinary protein, and screening for HIV, hepatitis B and C in nephrotic syndrome.
Management
General principles
- Treat the underlying cause — this is definitive; diuretics alone address only the symptom.
- Dietary sodium restriction to about 2 g of sodium (5 g salt) daily — the foundation of oedema management, and frequently neglected.
- Fluid restriction where there is hyponatraemia or severe fluid overload.
- Daily weight and strict input-output charting — weight is a more reliable guide to fluid balance than examination. Aim for a loss of about 0.5–1 kg/day, and no more than 0.5 kg/day where ascites is present without peripheral oedema, to avoid intravascular depletion and renal failure.
- Leg elevation, graduated compression and skin care to prevent cellulitis in chronic oedema.
Diuretics
- Loop diuretics (furosemide, torsemide) — first-line for significant oedema; may require higher doses in renal impairment and hypoalbuminaemia.
- Spironolactone — the diuretic of choice in cirrhotic ascites because of secondary hyperaldosteronism; combined with furosemide in a defined ratio.
- Thiazide added for diuretic resistance (sequential nephron blockade).
- Monitor electrolytes, renal function and blood pressure; watch for hypokalaemia, hyponatraemia, hypotension and acute kidney injury.
Cause-specific
- Cardiac: diuretics, ACE inhibitor or ARB, beta-blocker, mineralocorticoid antagonist, SGLT2 inhibitor; treat arrhythmia and ischaemia; pericardiectomy for constriction.
- Nephrotic syndrome: corticosteroids and immunosuppression as dictated by histology, ACE inhibitor or ARB for proteinuria, statin, and attention to thromboembolic risk.
- Cirrhosis: salt restriction, spironolactone with furosemide, therapeutic paracentesis with albumin cover for tense ascites, and treatment of complications such as spontaneous bacterial peritonitis.
- Nutritional: graded protein and calorie repletion with micronutrients, monitoring for refeeding syndrome.
- Hypothyroidism: thyroxine replacement.
- Drug-induced: withdraw or substitute the offending drug.
Complications
Skin breakdown, ulceration and cellulitis; pleural effusion and respiratory compromise; pulmonary oedema; electrolyte disturbance and acute kidney injury from over-diuresis; malnutrition; and venous thromboembolism, particularly in nephrotic syndrome due to urinary loss of antithrombin III.
Diuretic dose ranges, the spironolactone:furosemide ratio in cirrhosis, and albumin replacement volumes with paracentesis — confirm against current hepatology and cardiology guidance.
Definition
Metabolic acidosis is a primary disturbance characterised by a fall in serum bicarbonate (< 22 mEq/L) with a fall in arterial pH (< 7.35), caused by gain of acid, loss of bicarbonate, or failure of renal acid excretion. Respiratory compensation by hyperventilation lowers the PaCO2.
Respiratory Compensation — Winter's Formula
Expected PaCO2 = (1.5 × HCO3⁻) + 8 ± 2
- If the measured PaCO2 matches the predicted value, compensation is appropriate.
- If higher than predicted, there is a coexisting respiratory acidosis.
- If lower than predicted, there is a coexisting respiratory alkalosis (as in salicylate poisoning or sepsis).
Compensation is never complete — the pH does not return to normal — and a normal pH with abnormal bicarbonate and PaCO2 indicates a mixed disorder.
The Anion Gap
Anion gap = Na⁺ − (Cl⁻ + HCO3⁻), normally 8–12 mEq/L. It represents unmeasured anions, chiefly albumin, phosphate and sulphate.
Correction for albumin is essential — for every 1 g/dL fall in serum albumin below 4 g/dL, add 2.5 mEq/L to the measured gap. A hypoalbuminaemic patient may have a significant acid load with an apparently "normal" anion gap; this is a frequent clinical trap in cirrhosis and nephrotic syndrome.
Classification and Causes
High anion gap metabolic acidosis (HAGMA) — addition of an unmeasured acid:
GOLD MARK — causes of high anion gap acidosis
G = Glycols — ethylene glycol (oxalate crystals, renal failure), propylene glycol
O = Oxoproline — chronic paracetamol use, especially in malnourished women
L = L-lactate — the commonest cause in hospital practice
D = D-lactate — short bowel syndrome, bacterial overgrowth
M = Methanol — visual loss, retinal oedema
A = Aspirin (salicylate) — mixed with respiratory alkalosis
R = Renal failure — retained sulphate, phosphate, urate
K = Ketoacidosis — diabetic, alcoholic, starvation
Normal anion gap (hyperchloraemic) metabolic acidosis (NAGMA) — bicarbonate loss with chloride retention:
- Gastrointestinal loss: diarrhoea (the commonest cause worldwide), ileostomy, pancreatic or biliary fistula, ureteric diversion.
- Renal loss: renal tubular acidosis types 1, 2 and 4; carbonic anhydrase inhibitors (acetazolamide); early renal failure.
- Others: large volumes of 0.9% saline (dilutional hyperchloraemic acidosis), hypoaldosteronism, and recovery phase of ketoacidosis.
Renal Tubular Acidosis — a Common Examination Topic
| Feature | Type 1 (Distal) | Type 2 (Proximal) | Type 4 (Hyperkalaemic) |
|---|---|---|---|
| Defect | Failure of H⁺ secretion in distal tubule | Failure of HCO3⁻ reabsorption in proximal tubule | Aldosterone deficiency or resistance |
| Serum potassium | Low | Low | HIGH |
| Urine pH | Always > 5.5 (cannot acidify) | Variable; < 5.5 when serum HCO3⁻ is low | Usually < 5.5 |
| Stones/nephrocalcinosis | Yes — characteristic | No | No |
| Bone disease | Osteomalacia | Osteomalacia, rickets (Fanconi) | No |
| Causes | Sjögren's, SLE, amphotericin, hypercalciuria | Fanconi syndrome, myeloma, acetazolamide, Wilson's disease | Diabetes, ACE inhibitors, NSAIDs, heparin, Addison's disease |
| Treatment | Bicarbonate (low dose), potassium citrate | Large-dose bicarbonate, thiazide | Fludrocortisone, dietary potassium restriction, loop diuretic |
The Delta Ratio
Delta ratio = (measured AG − 12) ÷ (24 − measured HCO3⁻)
- < 0.4 — pure normal anion gap acidosis.
- 0.4–0.8 — mixed high and normal anion gap acidosis.
- 1–2 — pure high anion gap acidosis.
- > 2 — coexisting metabolic alkalosis or pre-existing compensated respiratory acidosis.
The osmolar gap (measured minus calculated osmolality, normally < 10) is raised in methanol and ethylene glycol poisoning and is essential when toxic alcohol ingestion is suspected.
Clinical Features
- Respiratory: Kussmaul breathing — deep, sighing, rapid respiration, most marked in diabetic ketoacidosis and uraemia.
- Cardiovascular: impaired myocardial contractility, arteriolar vasodilatation with hypotension, reduced response to catecholamines, and predisposition to arrhythmia. Severe acidaemia (pH < 7.1) is directly cardiotoxic.
- Neurological: confusion, drowsiness, stupor and coma; headache.
- Metabolic: hyperkalaemia from transcellular shift of potassium in exchange for hydrogen ions (marked in inorganic acidosis, less so in ketoacidosis and lactic acidosis); insulin resistance; bone demineralisation in chronic acidosis.
- Features of the underlying cause — the fruity breath of ketosis, the sepsis of lactic acidosis, visual loss in methanol poisoning.
Investigations
- Arterial blood gas with electrolytes
- anion gap with albumin correction
- blood glucose and ketones
- serum lactate
- renal function
- urine pH and urinary anion gap (a positive urinary anion gap suggests renal rather than gastrointestinal bicarbonate loss)
- serum osmolality with calculated osmolar gap
- salicylate and toxic alcohol levels where indicated
- ECG for hyperkalaemic changes.
Management
- Treat the underlying cause — this is the definitive therapy. Insulin and fluids for ketoacidosis; restoration of tissue perfusion, oxygenation and source control for lactic acidosis; antidotes (fomepizole or ethanol) and dialysis for toxic alcohols; and renal replacement therapy in renal failure.
- Restore circulating volume with balanced crystalloid; avoid large volumes of 0.9% saline, which itself causes hyperchloraemic acidosis.
- Correct hyperkalaemia as an urgent priority, and anticipate a fall in potassium as the acidosis corrects and potassium moves back into cells.
- Sodium bicarbonate — remains controversial and is not indicated for most cases. It is generally reserved for severe acidaemia (pH < 7.1) with haemodynamic compromise, for severe hyperkalaemia, and for normal anion gap acidosis with ongoing bicarbonate loss (severe diarrhoea, RTA).
- Dialysis for severe refractory acidosis, particularly with renal failure or dialysable toxins.
- Correct hypocalcaemia and hypophosphataemia as they emerge during treatment.
Bicarbonate is not benign. In ketoacidosis and lactic acidosis it may cause paradoxical intracellular and CSF acidosis (CO2 generated crosses membranes faster than bicarbonate), a leftward shift of the oxygen dissociation curve, sodium and volume overload, hypokalaemia and hypocalcaemia with tetany, and rebound alkalosis once the underlying acid is metabolised. Correct the cause, not the number.
Bicarbonate indications and pH thresholds vary between references; confirm against current critical care guidance before printing a definitive recommendation.
Definition
Hyperkalaemia is a serum potassium above the upper limit of normal (conventionally > 5.5 mEq/L), graded as mild, moderate and severe. It is a medical emergency because of the risk of fatal cardiac arrhythmia, and is the commonest life-threatening electrolyte disorder.
Causes
Pseudohyperkalaemia (exclude first): haemolysis of the sample, prolonged tourniquet application with fist clenching, delayed sample processing, marked leucocytosis or thrombocytosis. A raised potassium in a well patient with a normal ECG should always prompt a repeat sample.
Reduced renal excretion — the commonest true cause:
- Acute kidney injury and chronic kidney disease (especially eGFR < 20).
- Drugs: ACE inhibitors, ARBs, potassium-sparing diuretics (spironolactone, amiloride), NSAIDs, trimethoprim, heparin, tacrolimus, beta-blockers, and potassium supplements.
- Hypoaldosteronism — Addison's disease, type 4 renal tubular acidosis (common in diabetic nephropathy).
Transcellular shift out of cells:
- Metabolic acidosis (inorganic acids), insulin deficiency and hyperglycaemia as in diabetic ketoacidosis, rhabdomyolysis, tumour lysis syndrome, massive haemolysis, extensive burns and crush injury, suxamethonium, digoxin toxicity, and beta-blockade.
Increased intake: rarely a cause alone unless renal function is impaired — potassium supplements, salt substitutes (widely used and easily overlooked), stored blood transfusion.
Clinical Features
Often asymptomatic until cardiac arrest — the danger of this disorder. When present: muscle weakness, flaccid paralysis (ascending, sparing respiratory muscles until late), paraesthesiae, and palpitations.
ECG Changes — Progressive and Critical
The ECG matters more than the absolute number, and changes broadly follow this sequence:
1. Tall, peaked, narrow-based T waves — the earliest change.
2. Flattening and loss of the P wave; PR prolongation.
3. Widening of the QRS complex.
4. Sine wave pattern — merging of QRS and T.
5. Ventricular fibrillation or asystole.
Treat the ECG, not just the number. Any patient with hyperkalaemic ECG changes needs intravenous calcium immediately, regardless of the potassium value. Conversely, the absence of ECG changes does not exclude danger in a rapidly rising potassium. Get an ECG in every hyperkalaemic patient, at once.
Management — Three Steps in Order
1. Stabilise the myocardium (works in minutes, does not lower potassium):
- Intravenous calcium gluconate or calcium chloride — antagonises the membrane effect of potassium. Onset within 1–3 minutes, duration 30–60 minutes; repeat if ECG changes persist. Use with great caution in digoxin toxicity.
2. Shift potassium into cells (works in 15–30 minutes, temporary):
- Insulin with dextrose — the most reliable shifting measure; monitor blood glucose for several hours afterwards, as delayed hypoglycaemia is a common iatrogenic complication.
- Nebulised salbutamol — additive to insulin; may cause tachycardia.
- Sodium bicarbonate — only if there is significant metabolic acidosis; of limited value otherwise.
3. Remove potassium from the body (definitive):
- Loop diuretics with adequate hydration if renal function permits.
- Potassium binders — sodium or calcium polystyrene sulphonate; newer agents (patiromer, sodium zirconium cyclosilicate) act faster and are better tolerated.
- Haemodialysis — the definitive treatment in renal failure, refractory or severe hyperkalaemia, or where potassium continues to rise.
Also: stop all contributing drugs and potassium-containing fluids; restrict dietary potassium (bananas, citrus, coconut water, tender coconut, dates, potatoes and salt substitutes); treat the underlying cause; and recheck potassium and the ECG frequently, since shifting agents wear off and rebound is common.
Doses and infusion rates for calcium, insulin-dextrose and binders — confirm against current local protocol before printing.
Definition
Hypokalaemia is a serum potassium below 3.5 mEq/L, classified as mild (3.0–3.5), moderate (2.5–3.0) and severe (< 2.5 mEq/L, or symptomatic at any level). It is the commonest electrolyte abnormality in hospital practice.
Causes
Renal loss (urinary potassium > 20 mEq/day):
- Diuretics — loop and thiazide — the commonest cause.
- Hyperaldosteronism — primary (Conn's syndrome) and secondary; Cushing's syndrome; liquorice ingestion.
- Renal tubular acidosis types 1 and 2.
- Hypomagnesaemia — a critically important and frequently missed cause.
- Bartter and Gitelman syndromes; amphotericin B, aminoglycosides, cisplatin.
- Post-obstructive diuresis, recovery phase of acute tubular necrosis.
Gastrointestinal loss (urinary potassium < 20 mEq/day):
- Vomiting and nasogastric aspiration (loss is largely renal, driven by the accompanying alkalosis and volume depletion), severe diarrhoea, laxative abuse, villous adenoma, fistulae, ileostomy.
Transcellular shift into cells:
- Insulin therapy (especially during treatment of diabetic ketoacidosis), beta-2 agonists (salbutamol), metabolic alkalosis, refeeding syndrome, hypokalaemic periodic paralysis, thyrotoxicosis, and treatment of megaloblastic anaemia with vitamin B12.
Inadequate intake: alcoholism, anorexia nervosa, prolonged fasting — rarely the sole cause.
Clinical Features
- Neuromuscular: weakness (proximal, ascending), fatigue, cramps, hyporeflexia; severe depletion causes flaccid paralysis and rhabdomyolysis; ileus from smooth muscle involvement — abdominal distension and constipation.
- Cardiac: palpitations, ventricular ectopics and arrhythmias, and markedly increased risk of digoxin toxicity — hypokalaemia potentiates digoxin binding.
- Renal: nephrogenic diabetes insipidus with polyuria and polydipsia; metabolic alkalosis; long-standing depletion causes interstitial nephropathy.
- Metabolic: impaired insulin release with glucose intolerance; worsening of hepatic encephalopathy through increased renal ammoniagenesis.
ECG Changes
- Flattening and inversion of the T wave
- Prominent U waves — the classic sign, best seen in the precordial leads
- ST segment depression
- Prolonged PR interval, and apparent QT prolongation (in reality QU prolongation)
- Ventricular ectopics, and in severe cases ventricular tachycardia, torsades de pointes and fibrillation
Investigations
Serum potassium, magnesium, sodium, chloride, bicarbonate, calcium and creatinine; arterial or venous blood gas to identify accompanying acid-base disorder; spot urinary potassium and the transtubular potassium gradient to separate renal from extrarenal loss; ECG; and, where indicated, aldosterone and renin (for Conn's syndrome), thyroid function, and a drug review.
The acid-base pattern is diagnostically useful: hypokalaemia with metabolic alkalosis suggests vomiting, diuretics or hyperaldosteronism; hypokalaemia with metabolic acidosis suggests diarrhoea or renal tubular acidosis.
Management
- Correct magnesium first or simultaneously. Potassium cannot be replaced successfully in the presence of hypomagnesaemia, because magnesium deficiency increases renal potassium wasting through ROMK channels. This is the single most common reason for refractory hypokalaemia.
- Oral replacement is preferred where the patient can take it and depletion is mild to moderate — potassium chloride is the salt of choice, and is also appropriate where there is coexisting alkalosis.
- Intravenous replacement for severe hypokalaemia, arrhythmia, or when the oral route is unavailable. Potassium must be diluted and infused slowly, preferably via a large vein or central line for higher concentrations, with continuous cardiac monitoring for rapid infusion. Never give undiluted potassium as a bolus.
- Treat the underlying cause — withdraw or modify diuretics, add a potassium-sparing agent, control vomiting or diarrhoea, treat hyperaldosteronism.
- Monitor serum potassium frequently during replacement, and recheck after correction, since rebound hyperkalaemia can occur once shifts reverse.
Intravenous potassium is a high-alert drug. Rapid or concentrated administration causes fatal cardiac arrest. It must never be given as an undiluted push, must always be diluted, given at a controlled rate, and monitored. Deaths from potassium administration errors are well documented and entirely preventable.
Maximum safe potassium infusion rates and concentrations for peripheral and central administration — confirm against your institution's protocol.
Definition
Hyponatraemia is a serum sodium below 135 mEq/L — the commonest electrolyte abnormality in clinical practice. It is classified as mild (130–135), moderate (125–129) and severe (< 125 mEq/L), and as acute (< 48 hours) or chronic, a distinction that determines management.
Hyponatraemia is fundamentally a disorder of water excess relative to sodium, not usually of sodium deficiency.
Classification and Causes
Step 1 — measure serum osmolality:
- Normal osmolality (pseudohyponatraemia): severe hyperlipidaemia, hyperproteinaemia (myeloma) — a laboratory artefact.
- High osmolality (translocational): hyperglycaemia (serum sodium falls approximately 1.6 mEq/L for every 100 mg/dL rise in glucose), mannitol.
- Low osmolality — true hypotonic hyponatraemia: proceed to assess volume status.
Step 2 — assess volume status:
| Volume Status | Causes | Urinary Sodium |
|---|---|---|
| Hypovolaemic | Renal loss: diuretics (especially thiazides), mineralocorticoid deficiency, salt-wasting nephropathy, cerebral salt wasting | > 20 mEq/L |
| Extrarenal loss: vomiting, diarrhoea, burns, third-space loss, excessive sweating | < 20 mEq/L | |
| Euvolaemic | SIADH, hypothyroidism, glucocorticoid deficiency, primary polydipsia, beer potomania, post-operative state | > 20 mEq/L (SIADH) |
| Hypervolaemic | Cardiac failure, cirrhosis, nephrotic syndrome (reduced effective arterial volume) | < 20 mEq/L |
| Advanced renal failure | > 20 mEq/L |
Siadh — Diagnostic Criteria
- Hypotonic hyponatraemia (serum osmolality < 275 mOsm/kg)
- Inappropriately concentrated urine (urine osmolality > 100 mOsm/kg)
- Urinary sodium > 30–40 mEq/L on a normal salt intake
- Clinical euvolaemia — no oedema, no signs of volume depletion
- Normal thyroid, adrenal and renal function, and no recent diuretic use
Causes of SIADH: malignancy (small cell lung carcinoma classically), pulmonary disease (pneumonia, tuberculosis), CNS disease (meningitis, stroke, head injury, tumour), and drugs — carbamazepine, SSRIs, antipsychotics, NSAIDs, vincristine, cyclophosphamide, desmopressin.
Clinical Features
Determined by the rate of fall more than the absolute value, because the brain adapts to slowly developing hyponatraemia by extruding osmolytes.
- Mild/chronic: often asymptomatic; nausea, headache, lethargy, poor concentration, unsteadiness and falls in the elderly.
- Moderate: confusion, disorientation, muscle cramps, vomiting.
- Severe/acute: seizures, obtundation, coma, respiratory arrest from cerebral oedema and brainstem herniation — a medical emergency.
Management
The two governing questions are: is the patient symptomatic, and is it acute or chronic?
Severe symptoms (seizures, coma) — regardless of chronicity:
- Hypertonic (3%) saline as small boluses, aiming to raise serum sodium by about 4–6 mEq/L over the first few hours, which is sufficient to relieve cerebral oedema.
- Manage in a monitored setting with hourly sodium measurement initially.
Asymptomatic or mildly symptomatic — treat by cause:
- Hypovolaemic: isotonic (0.9%) saline to restore volume; the ADH stimulus switches off as volume is restored, and a brisk water diuresis may then cause an abrupt rise in sodium — anticipate and monitor this.
- Euvolaemic (SIADH): fluid restriction (typically 800–1000 mL/day) is first-line; add salt and protein intake or urea; tolvaptan in selected refractory cases; treat the underlying cause and stop causative drugs.
- Hypervolaemic: sodium and fluid restriction with loop diuretics; treat the heart, liver or kidney disease.
Do not correct chronic hyponatraemia rapidly. Over-rapid correction causes osmotic demyelination syndrome (central pontine myelinolysis) — a delayed, devastating and often irreversible quadriparesis with pseudobulbar palsy and "locked-in" state, appearing 2–6 days after correction. Limit the rise to no more than 8–10 mEq/L in 24 hours (and less, around 8 mEq/L, in high-risk patients — malnourished, alcoholic, hypokalaemic, liver disease, or sodium < 120). If correction overshoots, it can be actively reversed with dextrose water and desmopressin.
Hypertonic saline bolus volumes and the exact correction limits differ between guidelines — confirm the figures you wish to print against current nephrology guidance.
Definition
Hypercalcaemia is a corrected serum calcium above 10.5 mg/dL (2.6 mmol/L). Because approximately 40% of calcium is albumin-bound, the value must be corrected: add 0.8 mg/dL to the measured calcium for every 1 g/dL that albumin falls below 4 g/dL. Ionised calcium is the physiologically active fraction and is measured directly where available.
Severity: mild (up to 12 mg/dL), moderate (12–14), and severe (> 14 mg/dL — hypercalcaemic crisis).
Causes
Over 90% of cases are due to primary hyperparathyroidism or malignancy — the first step is to separate these two.
| Category | Causes | PTH |
|---|---|---|
| Primary hyperparathyroidism | Parathyroid adenoma (85%), hyperplasia, carcinoma; MEN 1 and 2A | High or inappropriately normal |
| Malignancy | PTHrP secretion (squamous cell lung, renal, breast); osteolytic metastases (breast, myeloma, lymphoma); calcitriol production by lymphoma | Suppressed (low) |
| Granulomatous disease | Sarcoidosis, tuberculosis, histoplasmosis — via extrarenal 1-alpha-hydroxylase producing calcitriol | Low |
| Drugs | Thiazides, lithium, vitamin D or vitamin A excess, calcium and antacid excess (milk-alkali syndrome) | Variable |
| Endocrine | Thyrotoxicosis, phaeochromocytoma, adrenal insufficiency | Low |
| Other | Immobilisation, Paget's disease with immobility, familial hypocalciuric hypercalcaemia, tertiary hyperparathyroidism in CKD | Variable |
Clinical Features
"Stones, Bones, Abdominal Groans, Psychic Moans" — plus thirst
Stones = renal calculi, nephrocalcinosis, nephrogenic diabetes insipidus with polyuria and polydipsia, renal impairment
Bones = bone pain, osteitis fibrosa cystica, pathological fracture, brown tumours, osteoporosis
Abdominal groans = anorexia, nausea, vomiting, constipation, peptic ulceration, pancreatitis
Psychic moans = fatigue, depression, poor concentration, confusion, and in severe cases stupor and coma
Cardiac = shortened QT interval, bradycardia, hypertension, and increased sensitivity to digoxin
Dehydration is central to the clinical picture: hypercalcaemia causes nephrogenic diabetes insipidus, and the resulting polyuria worsens volume depletion, which in turn reduces calcium excretion — a vicious cycle that drives the crisis.
Investigations
- Corrected calcium (repeat to confirm), phosphate, albumin, alkaline phosphatase, urea and creatinine, magnesium.
- Intact PTH — the single most important test. A raised or inappropriately normal PTH indicates hyperparathyroidism; a suppressed PTH directs the search toward malignancy or another cause.
- If PTH is suppressed: PTHrP, 25-OH and 1,25-(OH)2 vitamin D, serum and urine protein electrophoresis with free light chains (myeloma), chest X-ray and CT for malignancy and sarcoidosis, and serum ACE.
- 24-hour urinary calcium — low in familial hypocalciuric hypercalcaemia, distinguishing it from primary hyperparathyroidism and sparing the patient unnecessary surgery.
- ECG (short QT), DEXA scan, renal ultrasound for calculi, and sestamibi scan with neck ultrasound to localise a parathyroid adenoma.
Management
Severe or symptomatic hypercalcaemia is a medical emergency.
1. Aggressive intravenous rehydration with isotonic saline — the first and most important step. It restores volume, increases glomerular filtration and promotes calciuresis. Monitor for fluid overload in the elderly and in cardiac or renal disease.
2. Loop diuretics — only after the patient is fully rehydrated, and now used selectively rather than routinely, mainly to manage fluid overload.
3. Bisphosphonates (zoledronic acid, pamidronate) — the mainstay for malignancy-associated hypercalcaemia; inhibit osteoclastic resorption. Onset is delayed 2–4 days, so they do not replace fluids acutely. Adjust for renal function.
4. Calcitonin — rapid but modest and short-lived effect (tachyphylaxis within 48 hours); useful as a bridge while awaiting bisphosphonate action.
5. Corticosteroids — effective in granulomatous disease, vitamin D intoxication and haematological malignancy by reducing calcitriol production.
6. Denosumab — for bisphosphonate-refractory disease or significant renal impairment.
7. Haemodialysis — for severe hypercalcaemia with renal failure or heart failure.
8. Stop contributing drugs — thiazides, lithium, calcium and vitamin D supplements; mobilise the patient.
9. Definitive treatment: parathyroidectomy for primary hyperparathyroidism; treatment of the underlying malignancy.
Fluids first, always. The instinct to reach for a bisphosphonate is wrong — these patients are profoundly volume-depleted, and saline rehydration alone often lowers calcium substantially within hours, whereas bisphosphonates take days. Avoid thiazides, which reduce calcium excretion, and avoid immobilisation, which increases bone resorption.
Definition
Hypocalcaemia is a corrected serum calcium below 8.5 mg/dL (2.1 mmol/L). As with hypercalcaemia, correction for albumin is essential (add 0.8 mg/dL for every 1 g/dL fall in albumin below 4 g/dL), and ionised calcium should be measured where available, particularly in critical illness.
Causes
| Mechanism | Causes | PTH | Phosphate |
|---|---|---|---|
| Hypoparathyroidism | Post-thyroidectomy or post-parathyroidectomy (commonest), autoimmune, DiGeorge syndrome, infiltration, radiation | Low | High |
| Pseudohypoparathyroidism | End-organ PTH resistance (Albright's hereditary osteodystrophy — short 4th/5th metacarpals, short stature, round facies) | High | High |
| Vitamin D deficiency | Poor sunlight exposure, dietary deficiency, malabsorption, liver and renal disease, anticonvulsants | High (secondary hyperparathyroidism) | Low |
| Chronic kidney disease | Reduced 1-alpha-hydroxylation and phosphate retention | High | High |
| Hypomagnesaemia | Impairs PTH secretion and causes PTH resistance | Low or inappropriately normal | Variable |
| Acute sequestration | Acute pancreatitis (saponification), rhabdomyolysis, tumour lysis syndrome, massive transfusion (citrate), osteoblastic metastases | Variable | Variable |
| Drugs | Bisphosphonates, denosumab, calcitonin, foscarnet, phenytoin, phosphate enemas | — | — |
| Alkalosis | Respiratory alkalosis from hyperventilation increases albumin binding, lowering ionised calcium with normal total calcium | Normal | Normal |
Clinical Features
Manifestations reflect increased neuromuscular excitability, and depend on the rapidity of onset — acute falls are far more symptomatic.
Neuromuscular:
- Perioral and acral paraesthesiae — the earliest symptom.
- Carpopedal spasm and tetany; laryngospasm with stridor (life-threatening); bronchospasm.
- Chvostek's sign — tapping over the facial nerve anterior to the ear produces twitching of the ipsilateral facial muscles. Present in up to 10–25% of normal people, so it is suggestive but not specific.
- Trousseau's sign — inflating a sphygmomanometer cuff above systolic pressure for 3 minutes produces carpal spasm (flexion at wrist and metacarpophalangeal joints, extended interphalangeal joints, adducted thumb). More specific than Chvostek's sign.
- Seizures — hypocalcaemia is a recognised and reversible cause of seizures, easily missed.
Cardiac: prolonged QT interval, arrhythmias, hypotension and, in severe chronic deficiency, cardiomyopathy with heart failure.
Chronic features: cataract, basal ganglia calcification with extrapyramidal features, dry skin, brittle nails, coarse hair, dental hypoplasia, papilloedema, and psychiatric symptoms including depression and psychosis.
Investigations
- Corrected calcium and ionised calcium
- magnesium (always — hypomagnesaemia is a common and correctable cause)
- phosphate (high in hypoparathyroidism and CKD, low in vitamin D deficiency — a useful discriminator)
- intact PTH
- 25-OH vitamin D
- alkaline phosphatase
- renal function
- amylase or lipase if pancreatitis is suspected
- creatine kinase in rhabdomyolysis
- ECG for QT interval
- arterial blood gas where alkalosis is suspected.
Management
Acute symptomatic hypocalcaemia (tetany, seizures, laryngospasm, prolonged QT) is an emergency:
- Intravenous calcium gluconate, diluted and given slowly with cardiac monitoring, followed by a continuous infusion until symptoms resolve and oral therapy takes effect. Calcium gluconate is preferred peripherally, as calcium chloride is more irritant.
- Correct hypomagnesaemia simultaneously — calcium replacement will fail while magnesium remains low.
- Secure the airway if there is laryngospasm.
Chronic or asymptomatic hypocalcaemia:
- Oral calcium supplements with vitamin D — cholecalciferol for simple deficiency; active analogues (calcitriol or alfacalcidol) in hypoparathyroidism and renal failure, where 1-alpha-hydroxylation is impaired or PTH is absent.
- Treat the underlying cause — thyroid or parathyroid surgery follow-up, malabsorption, renal disease, drug withdrawal.
- Monitor calcium, phosphate and renal function; in hypoparathyroidism aim for a low-normal calcium to avoid hypercalciuria and nephrocalcinosis, since the calcium-conserving action of PTH is absent.
Give intravenous calcium with great care in a digitalised patient — calcium potentiates digoxin and can precipitate fatal arrhythmia. Never mix calcium with bicarbonate or phosphate-containing solutions in the same line, as insoluble precipitate forms. Give slowly: rapid injection causes bradycardia and asystole.
Intravenous calcium gluconate dose, dilution and infusion rate — confirm against your institutional protocol.
Definition
Shock is a state of acute circulatory failure resulting in inadequate tissue perfusion and cellular oxygen delivery, leading to cellular hypoxia, anaerobic metabolism, lactate accumulation and, if uncorrected, multi-organ failure and death. Hypotension is a late and unreliable sign — shock may be present with a normal blood pressure, particularly in young patients and in the compensated stage.
Classification
| Type | Mechanism | Cardiac Output | Preload (JVP/CVP) | SVR | Extremities |
|---|---|---|---|---|---|
| Hypovolaemic | Loss of circulating volume — haemorrhage, burns, vomiting, diarrhoea, third spacing | Low | Low | High | Cold |
| Cardiogenic | Pump failure — MI, arrhythmia, myocarditis, valve rupture | Low | High | High | Cold |
| Obstructive | Mechanical obstruction — tension pneumothorax, cardiac tamponade, massive pulmonary embolism | Low | High | High | Cold |
| Distributive | Vasodilatation and maldistribution — sepsis, anaphylaxis, neurogenic, adrenal crisis | High (early) | Low | Low | Warm (early) |
Pathophysiology & Stages
1. Compensated (pre-shock): baroreceptor-mediated sympathetic activation with tachycardia, vasoconstriction and increased contractility; the renin-angiotensin-aldosterone system and ADH conserve salt and water. Blood pressure is maintained; the clues are tachycardia, narrowed pulse pressure, cool peripheries, anxiety and reduced urine output.
2. Decompensated: compensation fails; hypotension appears, tissue perfusion falls, anaerobic metabolism produces lactic acidosis, capillary leak and microvascular thrombosis develop.
3. Irreversible: cellular death, multi-organ failure, and unresponsiveness to therapy.
Clinical Features
- General: tachycardia, narrow pulse pressure, hypotension (late), tachypnoea, cool clammy peripheries with prolonged capillary refill (> 2 seconds) — or warm flushed peripheries in early septic and anaphylactic shock.
- Neurological: anxiety and restlessness progressing to confusion, drowsiness and coma.
- Renal: oliguria (< 0.5 mL/kg/hour) — a sensitive early marker of perfusion.
- Specific pointers: raised JVP with muffled heart sounds and pulsus paradoxus in tamponade; tracheal deviation with absent breath sounds in tension pneumothorax; urticaria and stridor in anaphylaxis; fever with a focus in sepsis; and warm peripheries with bradycardia in neurogenic shock.
Investigations
Do not delay resuscitation for investigations. In parallel: CBC, urea and electrolytes, serum lactate (a key marker of tissue hypoperfusion and of response to treatment), arterial blood gas, blood glucose, coagulation profile and blood grouping and cross-match; blood cultures before antibiotics in sepsis; cardiac troponin and ECG; chest X-ray; bedside echocardiography (invaluable for distinguishing cardiogenic, obstructive and hypovolaemic states); ultrasound (FAST scan in trauma); and CT pulmonary angiography where embolism is suspected.
Management
Immediate — the same for all types:
- Airway, breathing, circulation; high-flow oxygen; secure two large-bore intravenous cannulae; continuous monitoring of ECG, blood pressure, saturation and urine output via a catheter.
- Identify and treat the cause simultaneously — this is what distinguishes management between types.
Type-specific:
- Hypovolaemic: rapid balanced crystalloid boluses with reassessment after each; blood products for haemorrhage, with early activation of a massive transfusion protocol and control of bleeding (surgery, endoscopy, interventional radiology). Permissive hypotension may be appropriate in uncontrolled traumatic haemorrhage.
- Septic: early broad-spectrum antibiotics after cultures, source control, fluid resuscitation, and noradrenaline as the first-line vasopressor if hypotension persists; consider hydrocortisone in refractory shock. Lactate clearance guides response.
- Cardiogenic: cautious or no fluid; inotropes (dobutamine) and vasopressors as needed; urgent revascularisation for myocardial infarction; treat arrhythmia; mechanical support (intra-aortic balloon pump, ECMO) in selected cases.
- Obstructive: immediate needle decompression and chest drain for tension pneumothorax; pericardiocentesis for tamponade; thrombolysis or embolectomy for massive pulmonary embolism.
- Anaphylactic: intramuscular adrenaline immediately, repeated as required; remove the trigger; fluids, oxygen, antihistamines and corticosteroids as adjuncts.
Monitoring response: improving mental state, warm peripheries with capillary refill under 2 seconds, urine output above 0.5 mL/kg/hour, falling lactate, and restored blood pressure. These are better targets than blood pressure alone.
Fluid is not the answer in every shock. Giving aggressive fluid to a patient in cardiogenic shock worsens pulmonary oedema and can be fatal. Distinguish the type before loading fluid — the JVP and bedside echocardiogram are the fastest way to do so. Likewise, in tension pneumothorax and tamponade, fluid buys only minutes; the obstruction must be relieved mechanically.
Nutritional Support — Indications
Nutritional support is indicated when a patient is malnourished or at risk of becoming so — inadequate oral intake for more than 5–7 days, unintentional weight loss exceeding 10%, BMI below 18.5, or a catabolic state such as sepsis, burns, trauma or major surgery. Nutritional assessment uses history and dietary recall, anthropometry (BMI, mid-arm circumference, triceps skinfold), serum albumin and prealbumin (both confounded by inflammation), and validated screening tools.
Routes
"If the gut works, use it." Enteral feeding maintains mucosal integrity, preserves gut-associated lymphoid tissue, reduces bacterial translocation, is cheaper and has fewer complications than parenteral nutrition.
| Route | Indication | Complications |
|---|---|---|
| Oral supplementation | Able to swallow, intake insufficient | Poor compliance, taste fatigue |
| Nasogastric tube | Short-term (< 4 weeks); unsafe or inadequate swallow | Misplacement (risk of feeding into the lung), aspiration, blockage, sinusitis, discomfort |
| Nasojejunal tube | Gastroparesis, high aspiration risk, pancreatitis | Displacement, blockage |
| PEG (percutaneous endoscopic gastrostomy) | Long-term (> 4 weeks) — stroke with persistent dysphagia, motor neurone disease, head and neck cancer | Site infection, leakage, peritonitis, tube dislodgement |
| Parenteral nutrition (TPN) | Non-functioning or inaccessible gut — obstruction, short bowel, high-output fistula, severe ileus, uncontrolled vomiting | Catheter sepsis (the major hazard), thrombosis, hyperglycaemia, electrolyte disturbance, hepatic steatosis and cholestasis, metabolic bone disease |
Nasogastric tube position must be confirmed before use — pH testing of the aspirate and, where doubt exists, a chest X-ray. Feeding into a misplaced tube is a recognised never-event.
Refeeding Syndrome — Definition
Refeeding syndrome is the constellation of potentially fatal fluid and electrolyte shifts that occur when nutrition is reintroduced to a starved or severely malnourished patient. The hallmark is hypophosphataemia.
Pathophysiology
During prolonged starvation the body switches from carbohydrate to fat and protein catabolism; insulin secretion falls, and intracellular stores of phosphate, potassium and magnesium are depleted even though serum levels may appear normal, because they shift out of cells.
On refeeding, the carbohydrate load causes a surge of insulin, which:
- Drives phosphate, potassium and magnesium rapidly into cells — producing severe hypophosphataemia, hypokalaemia and hypomagnesaemia.
- Increases demand for thiamine as a cofactor in carbohydrate metabolism, precipitating Wernicke's encephalopathy in the already depleted.
- Causes sodium and water retention, precipitating fluid overload and cardiac failure.
Phosphate depletion is the central problem, since ATP and 2,3-DPG synthesis fail, impairing every energy-dependent cellular process.
Clinical Consequences
- Cardiac: arrhythmia, cardiac failure, sudden death — the commonest cause of mortality.
- Respiratory: diaphragmatic weakness and respiratory failure.
- Neurological: confusion, seizures, paraesthesiae, Wernicke's encephalopathy, central pontine myelinolysis.
- Haematological: haemolysis, impaired leucocyte function, thrombocytopenia.
- Muscular: weakness, rhabdomyolysis.
Patients at Risk
- Anorexia nervosa and other eating disorders; prolonged fasting or starvation.
- Chronic alcohol misuse; malabsorption; chronic malnutrition.
- Prolonged vomiting, post-bariatric surgery, oncology patients, elderly with poor intake, and those with minimal intake for more than 5 days.
- Very low BMI, substantial unintentional weight loss, or low baseline potassium, phosphate or magnesium.
Prevention & Management
1. Identify high-risk patients before starting feeding — this is the entire preventive strategy.
2. Check baseline potassium, phosphate, magnesium, calcium and renal function, and correct deficiencies before or alongside starting feeds — but do not delay feeding solely to correct them.
3. Give thiamine and B-complex vitamins before feeding begins and for the first several days.
4. Start feeding at a low calorie rate and increase slowly over several days, rather than aiming for full requirement immediately.
5. Monitor electrolytes daily for the first several days, and replace phosphate, potassium and magnesium aggressively as they fall.
6. Monitor fluid balance, daily weight, pulse and for signs of cardiac failure; restrict sodium.
7. Involve a dietitian and nutrition support team from the outset.
The sickest, thinnest patient is the one most endangered by feeding. The instinct to feed a starved patient rapidly back to health is precisely what kills them. Feed slowly, give thiamine first, and measure phosphate daily — a falling phosphate in the first 72 hours of refeeding is the warning sign that demands immediate replacement and slowing of the feed.
Starting calorie rates, the rate of increase, and thiamine and electrolyte replacement doses are protocol-specific — confirm against current national nutrition guidance before printing any regimen.
Definition
A cutaneous adverse drug reaction is any undesirable skin, mucous membrane or appendage change caused by a drug given in normal therapeutic doses. Skin is the commonest single organ affected by drug reactions, occurring in 2–3% of hospital inpatients. Most are mild, but a small proportion are life-threatening, and the whole clinical task is to separate the two quickly.
Patterns of Reaction
| Pattern | Description | Typical Drugs |
|---|---|---|
| Exanthematous (morbilliform) | Commonest (~90%); symmetrical erythematous macules and papules on trunk spreading peripherally, 4–14 days after starting the drug; itchy, no mucosal involvement | Penicillins, cephalosporins, sulphonamides, allopurinol, anticonvulsants |
| Urticarial | Weals and angio-oedema within minutes to hours; IgE-mediated (type I) | Penicillins, NSAIDs, radiocontrast, opiates |
| Fixed drug eruption | Round, well-defined, dusky violaceous plaque recurring at the SAME site with each exposure; heals with hyperpigmentation; favours lips, genitalia, hands | Sulphonamides, tetracyclines, NSAIDs, paracetamol, dapsone |
| Erythema multiforme / SJS / TEN | Target lesions through to extensive epidermal detachment with mucosal erosions | Sulphonamides, anticonvulsants, allopurinol, NSAIDs |
| DRESS | Drug Reaction with Eosinophilia and Systemic Symptoms — rash, fever, facial oedema, lymphadenopathy, eosinophilia, hepatitis, 2–8 weeks after the drug | Anticonvulsants (phenytoin, carbamazepine, lamotrigine), allopurinol, sulphonamides, dapsone |
| Acute generalised exanthematous pustulosis (AGEP) | Rapid onset of sterile non-follicular pustules on erythema, with fever and neutrophilia | Aminopenicillins, macrolides, diltiazem, antimalarials |
| Photosensitivity | Eruption confined to sun-exposed sites | Tetracyclines (doxycycline), thiazides, amiodarone, fluoroquinolones, phenothiazines |
| Lichenoid | Violaceous flat-topped papules resembling lichen planus | Beta-blockers, thiazides, antimalarials, ACE inhibitors, gold |
| Erythroderma | Generalised erythema and scaling of > 90% body surface area | Sulphonamides, allopurinol, carbamazepine, gold |
| Acneiform | Monomorphic papulopustules without comedones | Corticosteroids, lithium, isoniazid, EGFR inhibitors, anabolic steroids |
Red Flag Features — Severe Cutaneous Adverse Reaction
Recognising these decides whether the patient goes home or to an intensive care setting:
- Mucosal involvement — oral, ocular or genital erosions
- Skin pain or tenderness rather than itch
- Blistering, epidermal detachment, positive Nikolsky's sign
- Facial oedema and confluent erythema
- Fever, lymphadenopathy, systemic upset
- Laboratory: eosinophilia, atypical lymphocytes, deranged liver or renal function
Mucosal erosions plus skin tenderness and blistering means SJS/TEN until proved otherwise. Facial oedema with fever, eosinophilia and hepatitis two to six weeks after starting an anticonvulsant or allopurinol means DRESS. Both require immediate withdrawal of the drug and admission — treating either as a "simple drug rash" is a well-recognised cause of avoidable death.
Diagnosis
There is no single confirmatory test — the diagnosis is clinical and chronological.
- Detailed drug chart with dates of starting and stopping every agent, including over-the-counter drugs, herbal and traditional remedies (widely used in India and frequently unreported unless asked).
- Latent period helps identify the culprit: urticaria within hours, exanthem at 4–14 days, DRESS at 2–8 weeks.
- Rechallenge confirms the diagnosis but is contraindicated in severe reactions.
- Skin biopsy to distinguish patterns; patch testing for fixed drug eruption and lichenoid reactions; specific IgE or skin prick testing for immediate reactions.
- Baseline CBC with eosinophil count, LFT, RFT and urinalysis in any widespread eruption to detect systemic involvement.
Management
- Stop the suspected drug immediately — the single most important step. Where multiple drugs are implicated, stop all non-essential agents and substitute structurally unrelated alternatives for essential ones.
- Mild exanthematous reaction: emollients, topical corticosteroids, oral antihistamines; the eruption fades over 1–2 weeks, often with desquamation.
- Urticaria/anaphylaxis: antihistamines; adrenaline intramuscularly if there is airway compromise or hypotension.
- Severe reactions (SJS/TEN, DRESS, AGEP, erythroderma): admit; fluid, electrolyte and nutritional support; skin care as for burns; ophthalmology review; systemic corticosteroids in DRESS; specialist dermatology input.
- Document the reaction prominently in the case record and on a drug allergy card, counsel the patient to avoid the drug and its class lifelong, and report to the pharmacovigilance programme.
Drug lists and the DRESS latency window are broadly agreed, but confirm the current recommended role of systemic corticosteroids and ciclosporin in SJS/TEN, which remains debated.
Definition & Aetiology
Scabies is a contagious skin infestation caused by the mite Sarcoptes scabiei var. hominis. The fertilised female mite burrows into the stratum corneum, laying 2–3 eggs daily for about 4–6 weeks. An affected person typically carries only 10–15 adult mites, which is why lesions are sparse despite intense symptoms.
Transmission is by prolonged skin-to-skin contact — within families, in crowded housing, hostels and institutions, and through sexual contact in adults. Fomite transmission through clothing and bedding is possible but much less important, except in crusted scabies. It is common in India wherever overcrowding and limited water supply coexist.
Pathogenesis of Itch
The itch is a delayed type IV hypersensitivity reaction to mite proteins, saliva and faeces, not to the mite's movement. This explains two clinically important facts: symptoms appear only 4–6 weeks after first infestation (but within 1–2 days on re-infestation, when the patient is already sensitised), and itch persists for 2–4 weeks after successful treatment, which must be explained to the patient or they will assume treatment failure.
Clinical Features
- Intense itching, characteristically worse at night and in the warmth of bed — the cardinal symptom.
- Burrows — short, wavy, grey-white threadlike lines with a vesicle at one end; the pathognomonic lesion, best sought in finger webs and wrist flexures.
- Distribution: finger web spaces, flexor wrists, elbows, axillary folds, periumbilical skin, waistband area, buttocks, genitalia (scrotal and penile nodules are highly characteristic in men), and breasts and areolae in women.
- The head, face and scalp are spared in adults but are involved in infants and the elderly, along with palms and soles — an important exception.
- Itching in multiple family members is a strong diagnostic pointer; always ask.
- Secondary lesions: excoriations, eczematisation, and secondary bacterial infection with impetiginisation, which in India may lead to post-streptococcal glomerulonephritis.
Variants
- Crusted (Norwegian) scabies: occurs in the immunosuppressed — HIV, corticosteroid therapy, leprosy, malnutrition, learning disability — with thick hyperkeratotic crusts harbouring thousands to millions of mites. Itching may be minimal or absent, and it is extremely contagious, causing institutional outbreaks.
- Nodular scabies: persistent itchy nodules on the genitalia and axillae, representing a hypersensitivity response; persists after mites are eradicated.
- Scabies incognito: modified by topical corticosteroids, with atypical distribution and loss of classical features.
Diagnosis
Largely clinical. Confirmatory methods: skin scraping from a burrow examined in potassium hydroxide for mites, eggs or faecal pellets; dermoscopy showing the "delta wing jet" or "hang glider" sign (the mite's pigmented head with the burrow trailing); and the burrow ink test.
Management
General measures — as important as the drug:
- Treat all household and close contacts simultaneously, whether symptomatic or not. Failure to do this is the commonest reason for recurrence.
- Apply topical treatment to the whole body from the neck down in adults (including the scalp and face in infants and the elderly), paying attention to web spaces, umbilicus, genitalia and under the nails; leave overnight and wash off.
- Wash clothing, bedding and towels in hot water and dry in sunlight; items that cannot be washed should be sealed in a bag for a week, since mites die within 2–3 days away from the host.
Drugs:
- Permethrin 5% cream — first-line; applied overnight and repeated after one week.
- Oral ivermectin — useful for institutional outbreaks, crusted scabies and treatment failure; repeated after one week because it is not ovicidal.
- Benzyl benzoate and sulphur ointment — cheaper alternatives; sulphur is safe in infants and pregnancy, where permethrin choices are restricted.
- Symptomatic: oral antihistamines and topical corticosteroids for post-scabetic itch; antibiotics for secondary bacterial infection.
- Crusted scabies: combined oral ivermectin (multiple doses) with topical scabicide and a keratolytic to remove crusts; isolate the patient.
Persistent itch after treatment does not mean failure. Post-scabetic itch lasts 2–4 weeks because the hypersensitivity reaction outlasts the mites. Treatment failure is suggested instead by new burrows or new lesions appearing after 2 weeks, which usually indicates untreated contacts or re-infestation.
Permethrin and ivermectin dosing, and the safe age and pregnancy thresholds — confirm against current national dermatology guidance before printing doses.
Definition
Psoriasis is a chronic, immune-mediated, inflammatory papulosquamous disorder characterised by hyperproliferation of keratinocytes with abnormal differentiation, affecting 1–3% of the population. The epidermal turnover time is reduced from the normal 28 days to about 4 days, producing the characteristic scale. It follows a relapsing and remitting course and is now recognised as a systemic inflammatory disease, not merely a skin condition.
Pathogenesis
An interaction between genetic susceptibility (HLA-Cw6, PSORS1 locus) and environmental triggers activates dendritic cells, which release IL-23 and IL-12, driving Th17 lymphocytes to secrete IL-17 and TNF-α. These cytokines drive keratinocyte proliferation and neutrophil recruitment. This IL-23/IL-17 axis is the direct rationale for modern biologic therapy.
Triggers: streptococcal throat infection (classically precipitating guttate psoriasis), physical trauma (Koebner phenomenon), stress, smoking, alcohol, HIV, and drugs — beta-blockers, lithium, antimalarials, NSAIDs, and withdrawal of systemic corticosteroids.
Clinical Features
Chronic plaque psoriasis (psoriasis vulgaris) — 80–90% of cases:
- Well-demarcated, salmon-pink to erythematous plaques with silvery-white scale.
- Symmetrical distribution over extensor surfaces — elbows, knees, sacrum, scalp.
- Auspitz sign — pinpoint bleeding after removal of scale, from the dilated dermal capillaries in the elongated papillae.
- Candle grease sign (grattage test) — scratching produces a waxy white surface.
- Koebner phenomenon — new lesions along lines of trauma.
- Itch is variable, often less than in eczema.
Clinical Variants
| Type | Features |
|---|---|
| Guttate | Abrupt shower of small "raindrop" papules on trunk and proximal limbs in a child or young adult, 1–2 weeks after streptococcal pharyngitis; often self-limiting |
| Pustular | Sterile pustules — localised (palmoplantar) or generalised (von Zumbusch) with fever and systemic upset, a dermatological emergency |
| Erythrodermic | > 90% body surface erythema and scaling; risk of hypothermia, high-output cardiac failure, dehydration and sepsis; emergency |
| Inverse (flexural) | Shiny, non-scaly erythema in axillae, groins and submammary folds |
| Nail psoriasis | Pitting, onycholysis, subungual hyperkeratosis, "oil-drop" sign; present in half of patients and strongly associated with arthritis |
| Scalp psoriasis | Thick adherent scale extending beyond the hairline |
Associations
- Psoriatic arthritis in 10–30% — asymmetrical oligoarthritis, distal interphalangeal involvement, dactylitis ("sausage digit"), enthesitis, spondylitis, and arthritis mutilans with the "pencil-in-cup" radiographic deformity.
- Metabolic syndrome, obesity, type 2 diabetes, dyslipidaemia.
- Increased cardiovascular risk — patients with severe psoriasis have measurably higher rates of myocardial infarction, justifying cardiovascular risk assessment.
- Depression, anxiety and marked impairment of quality of life; the psychosocial burden is often greater than the physical.
- Inflammatory bowel disease; non-alcoholic fatty liver disease.
Management
Severity guides treatment, assessed by body surface area, PASI score and quality-of-life impact.
Topical (mild to moderate):
- Vitamin D analogues — calcipotriol; often combined with a potent corticosteroid, which is the standard first-line combination.
- Topical corticosteroids — effective but risk atrophy, tachyphylaxis and rebound; avoid abrupt withdrawal of potent steroids, which can precipitate pustular psoriasis.
- Coal tar, dithranol, salicylic acid as keratolytic, and emollients as the essential base for all regimens.
- Calcineurin inhibitors (tacrolimus) for face and flexures where steroids are unsuitable.
Phototherapy (moderate): narrow-band UVB is the standard; PUVA (psoralen with UVA) for thicker plaques, with long-term risk of photoageing and skin cancer.
Systemic (severe, or arthritis present):
- Methotrexate — the traditional first-line systemic agent; also treats the arthritis.
- Ciclosporin — rapid control of severe flares, limited by nephrotoxicity and hypertension; used short-term.
- Acitretin — a retinoid, particularly useful in pustular and erythrodermic forms; strongly teratogenic, with a prolonged period of contraception required afterwards.
- Apremilast — oral PDE4 inhibitor.
- Biologics — TNF-α inhibitors (adalimumab, etanercept, infliximab), IL-17 inhibitors (secukinumab, ixekizumab), IL-12/23 inhibitor (ustekinumab) and IL-23 inhibitors (guselkumab, risankizumab). Reserved for severe disease failing conventional therapy; screen for latent tuberculosis and hepatitis B before starting.
Never give systemic corticosteroids for plaque psoriasis. They produce initial improvement but withdrawal precipitates rebound flare, generalised pustular psoriasis or erythroderma. This is one of the classic prescribing errors examiners test.
Biologic choices and the sequence of systemic therapy evolve rapidly — confirm the current recommended order and the tuberculosis screening protocol before publication.
Definition
Leprosy (Hansen's disease) is a chronic granulomatous infection caused by Mycobacterium leprae, an obligate intracellular acid-fast bacillus with a generation time of 12–14 days and an incubation period of 2–5 years (up to 20 for tuberculoid forms). It affects principally the skin and peripheral nerves, and is the commonest treatable cause of peripheral neuropathy worldwide. India accounts for a large share of global new case detection, making it a high-yield examination topic.
Transmission is by droplet spread from untreated multibacillary patients via the upper respiratory tract; the bacillus cannot be cultured in vitro and grows preferentially in cooler body areas — ear lobes, nose, testes, superficial nerves — which determines the clinical distribution.
Classification
Ridley–Jopling (immunological spectrum) — determined by cell-mediated immunity:
| Type | CMI / Lepromin | Bacillary Load | Skin Lesions | Nerve Involvement |
|---|---|---|---|---|
| Tuberculoid (TT) | Strong / positive | Paucibacillary | Few (1–3), large, well-defined, anaesthetic, dry, hairless | Early, asymmetrical, thickened |
| Borderline (BT, BB, BL) | Intermediate, unstable | Variable | Intermediate numbers | Variable, prone to reactions |
| Lepromatous (LL) | Poor / negative | Multibacillary | Numerous, symmetrical, ill-defined, shiny; leonine facies, madarosis | Late, symmetrical, glove-and-stocking |
WHO operational classification (for treatment):
- Paucibacillary: 1–5 skin lesions, no bacilli on slit-skin smear.
- Multibacillary: more than 5 lesions, or any positive smear.
Clinical Features
The cardinal signs — any one establishes the diagnosis:
1. Hypopigmented or reddish skin patch with definite loss of sensation.
2. Thickened or tender peripheral nerve with loss of sensation or weakness in its distribution.
3. Acid-fast bacilli on slit-skin smear.
Nerves commonly involved: ulnar (at the elbow — the commonest), median, radial, common peroneal, posterior tibial, facial, and great auricular. Examine all systematically for thickening and tenderness.
Deformities result from nerve damage, not from the organism directly: claw hand (ulnar and median), wrist drop (radial), foot drop (common peroneal), lagophthalmos (facial nerve), trophic ulcers on anaesthetic soles, and resorption of digits.
Lepromatous features: diffuse infiltration, madarosis (loss of eyebrows, laterally first), nasal stuffiness and septal perforation with saddle-nose deformity, leonine facies, gynaecomastia, testicular atrophy, and ocular involvement causing iritis and blindness.
Lepra Reactions
Acute immunological episodes that are the main cause of nerve damage and disability, and a medical emergency.
| Feature | Type 1 (Reversal) | Type 2 (Erythema Nodosum Leprosum) |
|---|---|---|
| Mechanism | Type IV delayed hypersensitivity — increased CMI | Type III immune complex deposition |
| Occurs in | Borderline types (BT, BB, BL) | Lepromatous and BL disease |
| Skin | Existing lesions become erythematous, swollen and tender | Crops of new tender subcutaneous erythematous nodules on normal skin |
| Nerve | Acute neuritis — pain, tenderness, sudden loss of function | Neuritis less prominent |
| Systemic | Minimal | Fever, malaise, arthritis, iritis, orchitis, lymphadenopathy, nephritis |
| Treatment | Corticosteroids (prednisolone, tapered over months) | Corticosteroids; thalidomide highly effective (teratogenic — strict contraception); clofazimine |
Diagnosis
- Slit-skin smear from ear lobe and lesion edge, stained by modified Ziehl–Neelsen (Fite) stain, reported as the bacteriological index and morphological index.
- Skin biopsy for histopathology and nerve involvement.
- Nerve conduction studies and high-resolution ultrasound for subclinical neuropathy. The lepromin test is not diagnostic — it assesses immune status and classifies the spectrum.
Treatment — WHO Multidrug Therapy
MDT is provided free through the National Leprosy Eradication Programme (NLEP) in India. The regimens combine rifampicin, clofazimine and dapsone, given for 6 months in paucibacillary and 12 months in multibacillary disease, with monthly supervised and daily self-administered components. WHO now recommends a uniform three-drug regimen for all types.
Additional management: treat reactions promptly to prevent disability; physiotherapy, protective footwear and self-care education for anaesthetic limbs; reconstructive surgery for established deformity; contact screening and single-dose rifampicin post-exposure prophylaxis for contacts; and counselling to address the profound social stigma, which remains a major barrier to early presentation.
Nerve function loss in a lepra reaction is a medical emergency. Corticosteroids must be started immediately — delay of even a few weeks converts reversible neuritis into permanent deformity. A patient completing MDT is cured of infection but may still develop reactions afterwards, so follow-up must continue.
WHO MDT drug doses, duration and the current status of the uniform regimen and post-exposure prophylaxis — confirm against current NLEP and WHO guidance before publication.
Definition
Acne vulgaris is a chronic inflammatory disorder of the pilosebaceous unit, characterised by comedones, papules, pustules, nodules and, in severe cases, scarring. It affects up to 85% of adolescents, typically beginning at puberty with the rise in androgens, and may persist into adult life, particularly in women.
Pathogenesis — Four Factors
1. Increased sebum production driven by androgens acting on sebaceous glands at puberty.
2. Follicular hyperkeratinisation — abnormal keratinocyte proliferation and adhesion obstructs the follicular opening, forming the microcomedone, the precursor of all acne lesions.
3. Colonisation by *Cutibacterium acnes* (formerly *Propionibacterium acnes*), which hydrolyses sebum triglycerides to free fatty acids and activates innate immunity.
4. Inflammation — release of IL-1, TNF-α and neutrophil chemotaxis produces the papules, pustules and nodules; rupture of the follicle into the dermis causes the deep inflammatory lesions that scar.
Aggravating factors: cosmetics and hair oils (pomade acne, common in India), mechanical occlusion and friction (helmets, chin straps), humidity, stress, and drugs — corticosteroids, anabolic steroids, lithium, isoniazid, phenytoin, ciclosporin, iodides.
Clinical Features
Distribution: face, forehead, chest, upper back and shoulders — the sites of greatest sebaceous gland density.
Lesions:
- Non-inflammatory: open comedones (blackheads) — the black colour is oxidised melanin, not dirt; and closed comedones (whiteheads).
- Inflammatory: papules, pustules, and in severe disease nodules and cysts with sinus tract formation.
- Sequelae: post-inflammatory hyperpigmentation — particularly prominent and distressing in Indian skin, often the presenting complaint rather than the acne itself; and scarring — ice-pick, boxcar, rolling, and hypertrophic or keloidal scars.
Grading:
- mild (comedonal), moderate (papulopustular), severe (nodulocystic).
- Acne conglobata is severe nodulocystic disease with interconnecting sinuses
- acne fulminans adds fever, arthralgia and systemic upset.
Investigations
Acne is a clinical diagnosis and needs no investigation in most cases. Investigate for hyperandrogenism — testosterone, DHEAS, LH:FSH ratio, pelvic ultrasound — where there is sudden-onset severe acne in an adult woman with hirsutism, irregular menses, androgenic alopecia or obesity, suggesting polycystic ovary syndrome or, rarely, an androgen-secreting tumour or congenital adrenal hyperplasia.
Management
Treatment is directed at the four pathogenic factors, and must be continued for at least 8–12 weeks before judging response — a point patients must be told, since premature abandonment is the commonest reason for failure.
| Severity | Treatment |
|---|---|
| Mild comedonal | Topical retinoid (adapalene, tretinoin) — targets the microcomedone and is the cornerstone; benzoyl peroxide; salicylic acid; azelaic acid |
| Mild–moderate papulopustular | Topical retinoid plus benzoyl peroxide, with or without topical antibiotic (clindamycin) — never as monotherapy |
| Moderate–severe | Oral antibiotic (doxycycline, minocycline, azithromycin) for 3 months plus topical retinoid and benzoyl peroxide |
| Severe nodulocystic / scarring / refractory | Oral isotretinoin |
| Women with hormonal features | Combined oral contraceptive; spironolactone as an anti-androgen |
General measures: gentle cleansing twice daily (vigorous scrubbing worsens inflammation), non-comedogenic oil-free cosmetics, avoiding hair oils on the forehead, and discouraging picking and squeezing, which causes scarring. Address the psychological impact — acne carries a well-documented burden of anxiety, depression and social withdrawal in adolescents.
Isotretinoin — a systemic retinoid that addresses all four pathogenic factors and is the only agent that produces prolonged remission. Adverse effects include cheilitis, xerosis, dry eyes, myalgia, raised transaminases and triglycerides, and photosensitivity.
Isotretinoin is profoundly teratogenic — causing craniofacial, cardiac and CNS malformations. Two forms of contraception, a negative pregnancy test before starting and monthly thereafter, and continued contraception for at least a month after stopping are mandatory. Monitor liver function and lipids. Mood change and depression have been reported and warrant enquiry at each visit.
Never use topical or oral antibiotics as monotherapy in acne — this drives *C. acnes* resistance, which is now widespread. Always combine an antibiotic with benzoyl peroxide or a topical retinoid, and limit oral antibiotic courses to about 3 months.
Isotretinoin cumulative dosing and pregnancy prevention programme requirements — confirm against current national regulatory requirements.
Urticaria — Definition
Urticaria is characterised by transient, itchy, erythematous weals resulting from dermal oedema caused by histamine and other mediators released from mast cells, with increased vascular permeability. The defining feature is that individual weals last less than 24 hours and resolve without leaving a mark. Angio-oedema is the same process in the deeper dermis and subcutis, causing painful rather than itchy swelling, typically of lips, eyelids, tongue and genitalia, and lasting up to 72 hours.
Classification: acute (< 6 weeks) and chronic (> 6 weeks, with weals on most days).
Causes
- Acute: infections (viral upper respiratory infection is the commonest cause in children), drugs (penicillins, NSAIDs, opiates, radiocontrast, ACE inhibitors for angio-oedema), foods (nuts, egg, shellfish, food colourings), insect stings, latex.
- Chronic spontaneous urticaria: no external trigger identifiable in most; around 40% are autoimmune, with autoantibodies against the IgE receptor.
- Inducible (physical) urticarias: dermographism (the commonest), cholinergic (heat, exercise, emotion — small weals with large flares), cold, pressure, solar, aquagenic.
- Systemic associations: thyroid autoimmunity, SLE, vasculitis, parasitic infestation, and rarely lymphoma.
Urticarial vasculitis is suggested by weals lasting more than 24 hours, that are painful rather than itchy, and that resolve with bruising or pigmentation — this requires skin biopsy and a search for systemic disease.
Management of Urticaria
- Identify and remove triggers; stop suspected drugs; advise avoidance of NSAIDs and opiates, which cause direct mast cell degranulation.
- Second-generation non-sedating H1 antihistamines are first-line — cetirizine, levocetirizine, loratadine, fexofenadine. The dose may be increased up to fourfold in chronic urticaria before declaring failure.
- Add an H2 antagonist or montelukast for partial response.
- Omalizumab (anti-IgE) for antihistamine-refractory chronic urticaria; ciclosporin as an alternative.
- Short course of oral corticosteroid only for severe acute exacerbations — not for maintenance.
- Adrenaline intramuscularly for angio-oedema involving the airway or associated anaphylaxis; prescribe a self-injectable device where indicated.
ACE inhibitor-induced angio-oedema is bradykinin-mediated, not histamine-mediated. It therefore does not respond to antihistamines, steroids or adrenaline, may appear months to years after starting the drug, and characteristically involves the tongue and larynx. The drug must be stopped permanently and the whole class avoided; secure the airway early.
Impetigo — Definition
Impetigo is a superficial contagious bacterial infection of the epidermis, caused by Staphylococcus aureus and Streptococcus pyogenes (group A). It is the commonest skin infection of children, spread by direct contact and fomites, and is favoured by heat, humidity, overcrowding, poor hygiene and pre-existing skin damage (scabies, eczema, insect bites).
Two forms:
- Non-bullous (70%) — thin-walled vesicles rupturing rapidly to leave the characteristic "honey-coloured" golden-yellow crust, typically around the nose and mouth.
- Bullous — caused by S. aureus producing exfoliative toxin that cleaves desmoglein-1, producing flaccid bullae which rupture to leave a collarette of scale; commoner in neonates and infants.
Ecthyma is the deeper, ulcerated form extending into the dermis, healing with scarring.
Management of Impetigo
- Hygiene measures: soak and gently remove crusts, wash with soap and water, separate towels and linen, keep nails short, and exclude from school until lesions have crusted or 48 hours of treatment have been given.
- Localised disease: topical antibiotic — mupirocin or fusidic acid.
- Extensive, bullous or systemic involvement: oral antibiotic — cloxacillin, flucloxacillin, cephalexin, or a macrolide in penicillin allergy.
- Treat predisposing conditions — scabies, pediculosis, eczema — otherwise recurrence is certain.
Post-streptococcal glomerulonephritis can follow streptococcal impetigo — presenting 1–3 weeks later with haematuria, oedema and hypertension. Note that antibiotic treatment of impetigo does not reliably prevent it (unlike rheumatic fever after streptococcal pharyngitis, which antibiotics do prevent). Acute rheumatic fever does not follow skin infection.
Definition & Aetiology
Dermatophytoses are superficial fungal infections of keratinised tissue — skin, hair and nails — caused by three genera: Trichophyton, Microsporum and Epidermophyton. They digest keratin using keratinases and do not invade living tissue; the inflammation is a host response to fungal antigen.
Predisposing factors: heat and humidity (making it extremely common in India), sweating, occlusive footwear and synthetic clothing, obesity with skin folds, diabetes mellitus, immunosuppression, sharing of towels and clothing, and — increasingly important — misuse of topical corticosteroid-containing combination creams.
Clinical Types
| Type | Site | Features |
|---|---|---|
| Tinea corporis | Trunk, limbs | Annular plaque with raised, scaly, active advancing edge and central clearing; itchy |
| Tinea cruris | Groin, inner thigh | Advancing scaly edge; spares the scrotum (unlike candidiasis, which involves it) |
| Tinea pedis | Feet | Interdigital maceration and fissuring (athlete's foot), or moccasin-type dry scaling of soles |
| Tinea capitis | Scalp | Children; scaly patches with hair loss and broken hairs; kerion = boggy inflammatory mass; may scar |
| Tinea unguium (onychomycosis) | Nails | Distal subungual thickening, yellow discoloration, onycholysis, subungual debris |
| Tinea manuum | Hand | Often unilateral with dry scaling — the "two feet, one hand" pattern |
| Tinea incognito | Any | Modified by topical corticosteroid — loss of the raised scaly margin, extensive, atypical, with pustules and telangiectasia |
Diagnosis
- KOH mount of skin scraping, hair or nail clipping — shows septate branching hyphae; the essential bedside investigation.
- Fungal culture on Sabouraud dextrose agar — identifies the species; takes 2–4 weeks.
- Wood's lamp — green fluorescence in *Microsporum* tinea capitis (most Trichophyton species do not fluoresce).
- Dermoscopy — comma and corkscrew hairs in tinea capitis.
- Screen for diabetes in extensive or recurrent disease.
Management
Topical (localised disease): terbinafine, clotrimazole, ketoconazole or luliconazole cream applied to the lesion and 2 cm beyond the margin, continued for 2 weeks after clinical clearance to prevent relapse.
Systemic — indicated for:
- Tinea capitis and tinea unguium — always, because topical agents do not penetrate hair and nail adequately.
- Extensive or recurrent disease, tinea incognito, immunosuppression, or failure of topical therapy.
- Agents: terbinafine, itraconazole, fluconazole and griseofulvin (griseofulvin remains standard for *Microsporum* tinea capitis in children). Duration is weeks for skin, and months for nails.
General measures — as important as drugs:
- Treat all affected family members simultaneously; household spread sustains reinfection.
- Keep the area dry; use loose cotton clothing; dry skin folds carefully after bathing; avoid sharing towels, combs and footwear; wash and sun-dry clothing and bedding.
- Treat concurrent tinea pedis and onychomycosis, which act as reservoirs for repeated reinfection of the groin and trunk.
Never treat tinea with a corticosteroid-containing combination cream. These over-the-counter preparations produce rapid symptomatic relief but suppress local immunity, causing tinea incognito — extensive, atypical, steroid-modified disease that is far harder to treat. Recalcitrant and recurrent dermatophytosis is now a major problem in India, attributed largely to this practice together with irregular and inadequate courses of treatment. Explicitly warn patients against these creams.
Systemic antifungal doses and durations, and current Indian recommendations for recalcitrant dermatophytosis — this area has changed substantially in recent years; confirm before publication.
Definition
Pemphigus vulgaris is a potentially fatal autoimmune intraepidermal blistering disease, in which IgG autoantibodies against desmoglein 3 (and desmoglein 1 in mucocutaneous disease) disrupt desmosomes between keratinocytes. Loss of cell-to-cell adhesion is termed acantholysis, producing a suprabasal split with the characteristic "row of tombstones" appearance of retained basal cells.
It affects middle-aged adults, has an increased incidence in those of Indian, Jewish and Mediterranean origin, and is associated with HLA-DR4 and HLA-DR14.
Clinical Features
- Oral mucosal erosions are the presenting feature in 50–70% and often precede skin lesions by months. Painful, persistent oral ulceration in a middle-aged adult should always raise this diagnosis.
- Flaccid, thin-walled bullae on normal or erythematous skin that rupture easily, leaving painful raw erosions with crusting; intact blisters are often absent by the time the patient presents.
- Sites: scalp, face, axillae, groin, trunk, and pressure areas; other mucosae — conjunctival, nasal, oesophageal, genital — may be involved.
- Nikolsky's sign positive — firm lateral sliding pressure on normal-looking skin causes the epidermis to shear off.
- Bulla spread (Asboe-Hansen) sign — pressure on an intact bulla extends it laterally.
- Extensive erosions cause fluid and protein loss, secondary infection and sepsis, which was the usual cause of death before corticosteroids.
PEMPHIGUS VULGARIS versus BULLOUS PEMPHIGOID
| Feature | Pemphigus Vulgaris | Bullous Pemphigoid |
|---|---|---|
| Age | Middle age (40–60) | Elderly (> 70) |
| Level of split | Intraepidermal (suprabasal) | Subepidermal |
| Antigen | Desmoglein 3 (and 1) — desmosome | BP180 and BP230 — hemidesmosome |
| Blister | Flaccid, ruptures easily | Tense, remains intact |
| Mucosal involvement | Common — often the first sign | Rare |
| Nikolsky's sign | Positive | Negative |
| Itch | Less prominent; pain predominates | Prominent itch, often preceding blisters |
| Immunofluorescence | "Fishnet" / chicken-wire intercellular IgG and C3 | Linear IgG and C3 along the basement membrane |
| Prognosis | Fatal if untreated | Better; often self-limiting over years |
Diagnosis
- Skin biopsy from the edge of a fresh lesion for histopathology — suprabasal acantholysis with the "row of tombstones".
- Direct immunofluorescence on perilesional normal skin — the gold standard — showing intercellular IgG and C3 in a fishnet pattern.
- Indirect immunofluorescence and ELISA for anti-desmoglein 1 and 3 antibodies — titres correlate with disease activity and are useful for monitoring.
- Tzanck smear from the blister base shows acantholytic cells — a rapid bedside test, though not specific.
Management
- Systemic corticosteroids — the mainstay; high-dose prednisolone to control disease, then slow tapering. Before steroids became available, mortality approached 75%.
- Steroid-sparing immunosuppressants: azathioprine, mycophenolate mofetil, cyclophosphamide, methotrexate.
- Rituximab (anti-CD20) — now established as a highly effective agent and increasingly used first-line in combination with corticosteroids for moderate to severe disease, producing durable remission and allowing lower cumulative steroid exposure.
- Intravenous immunoglobulin and plasmapheresis for severe refractory disease.
- Supportive care: fluid and electrolyte balance, high-protein nutrition, meticulous wound care, treatment of secondary bacterial and candidal infection, topical anaesthetic mouthwashes for oral erosions, and ophthalmic review.
- Monitor for complications of long-term immunosuppression — infection (including tuberculosis reactivation, important in India), osteoporosis, diabetes, hypertension and cataract; give bone protection and consider prophylaxis.
Pemphigus is superficial and fragile; pemphigoid is deep and tense. The mnemonic is that the deeper split (pemphigoid, subepidermal) has a thicker roof, so the blister stays intact — hence tense blisters and a negative Nikolsky's sign. The superficial split of pemphigus gives flaccid blisters that rupture, mucosal disease, and a positive Nikolsky's sign.
Definition & Spectrum
These are acute mucocutaneous reactions characterised by keratinocyte apoptosis. Erythema multiforme is now regarded as a distinct, largely infection-driven condition, whereas SJS and TEN form a single continuum, almost always drug-induced, separated by the extent of epidermal detachment.
| Condition | Body Surface Area Detached | Principal Cause |
|---|---|---|
| Erythema multiforme | Minimal; target lesions predominate | Infection — herpes simplex (most), Mycoplasma pneumoniae |
| Stevens-Johnson syndrome | < 10% | Drugs |
| SJS/TEN overlap | 10–30% | Drugs |
| Toxic epidermal necrolysis | > 30% | Drugs |
Erythema Multiforme
- Typical target (iris) lesion — three concentric zones: a dusky or blistered centre, a pale oedematous ring, and an erythematous outer ring.
- Acral distribution — hands, feet, extensor forearms, spreading centripetally; palms and soles involved.
- EM minor: skin only. EM major: with mucosal involvement.
- Herpes simplex is the commonest trigger, often recurring with each cold sore; Mycoplasma pneumoniae is the leading cause in children.
- Management: treat the trigger; symptomatic care. Recurrent HSV-associated EM is prevented by continuous suppressive aciclovir, which is the key therapeutic point.
SJS / Ten — Causes
Over 80% are drug-induced, beginning 1–3 weeks after the drug is started:
- Anticonvulsants — carbamazepine, phenytoin, lamotrigine, phenobarbitone
- Allopurinol
- Sulphonamides — co-trimoxazole, sulfasalazine
- NSAIDs — especially oxicams
- Antibiotics — penicillins, cephalosporins, quinolones
- Nevirapine and other antiretrovirals
Also *Mycoplasma*, and in India, indigenous and unlabelled remedies. HLA-B*1502 is strongly associated with carbamazepine-induced SJS/TEN in Han Chinese and some South Asian populations, and HLA-B*5801 with allopurinol.
Clinical Features
- Prodrome of fever, malaise, sore throat and conjunctival burning for 1–3 days — often mistaken for a viral illness.
- Painful skin — pain out of proportion to visible signs is an early warning.
- Dusky red macules with atypical flat targets, becoming confluent, on the face and trunk, then spreading.
- Flaccid blisters and sheet-like epidermal detachment; Nikolsky's sign positive.
- Severe mucosal involvement in over 90% — haemorrhagic crusted lips, oral erosions preventing eating, purulent conjunctivitis with risk of symblepharon and blindness, and genital, urethral, oesophageal and respiratory epithelial involvement.
- Complications: hypovolaemia and electrolyte loss, sepsis (the commonest cause of death), hypothermia, acute kidney injury, respiratory failure from tracheobronchial epithelial sloughing, and long-term ocular scarring, dry eye, and cutaneous dyspigmentation.
Prognosis — Scorten
The SCORTEN severity score, calculated in the first 24 hours, uses seven parameters: age, presence of malignancy, heart rate, initial epidermal detachment, serum urea, serum bicarbonate and serum glucose. Mortality rises steeply with the score — approximately 5% for SJS and 30% or more for TEN.
Management
- Identify and stop the culprit drug immediately — the single measure with the clearest survival benefit; earlier withdrawal means lower mortality. Stop all non-essential drugs.
- Admit to a burns unit or intensive care. Management parallels that of extensive burns.
- Supportive care is the cornerstone: meticulous fluid and electrolyte replacement, warming, high-calorie high-protein nutrition (nasogastric if oral intake is impossible), analgesia, non-adherent dressings, avoidance of unnecessary adhesive tape, and strict asepsis. Avoid prophylactic systemic antibiotics; culture and treat infection when it occurs.
- Daily ophthalmology review from the outset to prevent ocular sequelae — the most important preventable long-term morbidity.
- Immunomodulation remains debated. Corticosteroids, intravenous immunoglobulin, ciclosporin and anti-TNF agents (etanercept) have all been used; evidence is conflicting and practice varies between centres.
- Document the drug allergy prominently, counsel the patient to avoid the drug and its class permanently, issue a card, and screen family members where an HLA association applies.
Skin pain and mucosal erosion in a patient on a new drug is SJS/TEN until proved otherwise. Do not wait for blisters. The commonest fatal error is continuing the offending drug while treating the patient as having a "simple drug rash" — every day of continued exposure worsens the outcome.
Role of ciclosporin, IVIG and etanercept in SJS/TEN, and the current mortality figures — evidence has shifted and remains contested; confirm before printing definitive recommendations.
Definition
Atopic dermatitis is a chronic, relapsing, intensely itchy inflammatory skin disease occurring in individuals with a personal or family history of atopy — asthma, allergic rhinitis and atopic eczema, together constituting the atopic triad. It affects 15–20% of children and 2–5% of adults, usually beginning in infancy, with most improving by adolescence.
Pathogenesis
Two interacting mechanisms:
1. Epidermal barrier dysfunction — loss-of-function mutations in the filaggrin gene (FLG) are the strongest known genetic risk factor. A defective barrier causes transepidermal water loss and dry skin, and allows penetration of allergens and irritants.
2. Immune dysregulation — a Th2-dominant response with raised IL-4, IL-13, IL-31 (the itch cytokine) and IgE, with reduced antimicrobial peptides, permitting Staphylococcus aureus colonisation, which itself acts as a superantigen and drives further inflammation.
Trigger factors: soaps and detergents, wool and synthetic fabrics, heat and sweating, low humidity and winter, dust mite and pet allergens, certain foods in infants, infection, and psychological stress.
Clinical Features
The distribution changes with age, which is a favourite examination point:
| Age | Distribution | Character |
|---|---|---|
| Infantile (0–2 years) | Face, cheeks, scalp, extensor surfaces; nappy area typically spared | Acute — weeping, crusted, vesicular |
| Childhood (2–12 years) | Flexural — antecubital and popliteal fossae, wrists, ankles, neck | Subacute — erythema, excoriation, early lichenification |
| Adolescent / adult | Flexures, hands, face, eyelids, neck | Chronic — lichenification, dryness, fissuring |
Core features: pruritus is essential to the diagnosis — "eczema is the itch that rashes"; scratching produces the visible lesions and sustains the itch–scratch cycle.
Associated signs: xerosis, Dennie–Morgan infraorbital fold, periorbital darkening, keratosis pilaris, palmar hyperlinearity, pityriasis alba, white dermographism, and anterior neck folds.
Complications
- Secondary bacterial infection with *S. aureus* — weeping, golden crusting, worsening despite treatment.
- Eczema herpeticum — disseminated herpes simplex infection presenting with monomorphic punched-out erosions, fever and systemic upset. A dermatological emergency requiring urgent systemic aciclovir.
- Molluscum contagiosum and viral warts spread readily.
- Erythroderma in severe disease.
- Sleep disturbance, growth impairment in severe childhood disease, and significant psychosocial impact on child and family.
Management
Foundation — for every patient, at every severity:
- Emollients, applied liberally and frequently (several times daily), continued even when the skin is clear. This is the single most important long-term measure and is the commonest area of under-treatment.
- Soap substitutes; short lukewarm baths; pat dry and apply emollient immediately.
- Identify and avoid triggers; cotton clothing; keep nails short to limit scratch damage.
Anti-inflammatory therapy:
- Topical corticosteroids — the mainstay for flares, chosen by potency appropriate to site and severity: mild agents for face and flexures, moderate to potent for trunk and limbs, used in short bursts. Explain steroid safety clearly, as steroid phobia causes widespread under-treatment.
- Topical calcineurin inhibitors — tacrolimus, pimecrolimus — steroid-sparing, particularly for face, eyelids and flexures, and useful for proactive maintenance twice weekly at sites of frequent relapse.
- Antihistamines — sedating agents at night may aid sleep; they have little effect on the itch itself.
- Antibiotics for clinically infected eczema; aciclovir immediately for suspected eczema herpeticum.
Severe or refractory disease: wet wrap dressings, phototherapy (narrow-band UVB), and systemic therapy — ciclosporin, methotrexate, azathioprine, mycophenolate — or biologics such as dupilumab (anti-IL-4Rα) and JAK inhibitors, which have transformed treatment of severe atopic dermatitis.
Eczema versus psoriasis. Eczema is ill-defined, itchy, flexural, with vesicles, weeping and lichenification. Psoriasis is well-demarcated, extensor, with silvery scale, Auspitz sign and nail pitting. Itch dominates in eczema; scale dominates in psoriasis.
Introduction
Skin and mucous membrane involvement occurs in over 80% of patients with SLE and is frequently the presenting feature. Four of the classification criteria for SLE are mucocutaneous — acute cutaneous lupus, chronic cutaneous lupus, oral ulcers and non-scarring alopecia — so recognising these lesions is central to diagnosis.
Classification of Lupus-specific Skin Disease
1. Acute cutaneous lupus erythematosus
- Malar ("butterfly") rash — erythema over the cheeks and bridge of the nose, characteristically sparing the nasolabial folds. Photosensitive, transient, heals without scarring. Distinguish from rosacea (which has papules, pustules and telangiectasia) and from dermatomyositis (which involves the nasolabial folds and eyelids).
- Generalised maculopapular eruption on sun-exposed areas, often coinciding with disease flare.
- Correlates with active systemic disease and raised anti-dsDNA.
2. Subacute cutaneous lupus erythematosus (SCLE)
- Annular polycyclic or papulosquamous (psoriasiform) lesions on the upper trunk, shoulders and extensor arms; markedly photosensitive; heals with dyspigmentation but no scarring.
- Strongly associated with anti-Ro (SSA) antibodies.
- Drug-induced SCLE — hydrochlorothiazide, terbinafine, calcium channel blockers, proton pump inhibitors, anti-TNF agents.
- Mothers with anti-Ro are at risk of neonatal lupus and congenital heart block in the infant.
3. Chronic cutaneous lupus — discoid lupus erythematosus (DLE)
- Well-defined erythematous plaques with adherent scale, follicular plugging ("carpet-tack" sign on removing scale), healing with central atrophy, scarring and dyspigmentation — hypopigmented centre with hyperpigmented rim, particularly conspicuous in Indian skin.
- Sites: face, scalp, ears (especially conchal bowl) and neck.
- Scarring alopecia where the scalp is involved — permanent, and a strong reason for early treatment.
- Only about 5–10% of patients with isolated DLE progress to systemic lupus, but 20–25% of SLE patients develop DLE lesions.
Non-specific Mucocutaneous Features
- Photosensitivity — an exaggerated rash after sun exposure, present in the majority.
- Oral and nasal ulcers — classically painless, on the hard palate and nasal septum; painless ulceration distinguishes them from aphthous ulcers.
- Alopecia — diffuse non-scarring hair loss with fragile "lupus hairs" at the frontal hairline during flares (reversible), contrasted with the scarring alopecia of discoid lesions (permanent).
- Vasculitis — palpable purpura, periungual erythema, nailfold infarcts, splinter haemorrhages, digital ulceration.
- Raynaud's phenomenon — triphasic colour change of digits on cold exposure.
- Livedo reticularis — a net-like violaceous mottling, strongly associated with antiphospholipid antibody syndrome.
- Bullous lupus, urticarial vasculitis, chilblain lupus, lupus panniculitis (profundus) and periorbital oedema.
Investigations
- ANA (positive in over 95%), anti-dsDNA (specific, correlating with activity and nephritis), anti-Sm (highly specific), anti-Ro/La, complement C3 and C4 (low in active disease), CBC (cytopenias), urinalysis for proteinuria and casts, and renal function.
- Skin biopsy shows interface dermatitis with basal vacuolar change
- direct immunofluorescence demonstrates the lupus band test — granular IgG, IgM and C3 at the dermo-epidermal junction, positive in lesional skin.
Management
- Photoprotection is fundamental — broad-spectrum sunscreen with high SPF applied daily and reapplied, protective clothing, wide-brimmed hats, avoidance of midday sun. Counsel that ultraviolet exposure can trigger systemic flares, not only skin lesions.
- Stop smoking — smoking worsens cutaneous lupus and reduces the efficacy of antimalarials.
- Topical corticosteroids and topical calcineurin inhibitors for localised disease; intralesional steroid for resistant discoid plaques.
- Hydroxychloroquine — the cornerstone systemic agent for cutaneous lupus; also reduces systemic flares, thrombosis and mortality in SLE. Requires baseline and periodic ophthalmological screening for retinopathy.
- Systemic corticosteroids for severe or widespread disease, with steroid-sparing agents — methotrexate, mycophenolate mofetil, azathioprine — and belimumab or rituximab in refractory systemic disease.
- Review drugs that may induce lupus — hydralazine, procainamide, isoniazid, minocycline, anti-TNF agents.
The malar rash of SLE spares the nasolabial folds; the heliotrope rash of dermatomyositis involves the eyelids; rosacea has pustules and telangiectasia. This three-way distinction is asked constantly in vivas, and the nasolabial sparing is the single most useful discriminator at the bedside.
Classes & Mechanism
| Class | Examples | Mechanism |
|---|---|---|
| SSRI (first-line) | Fluoxetine, sertraline, escitalopram, paroxetine, fluvoxamine | Selective serotonin reuptake inhibition |
| SNRI | Venlafaxine, duloxetine, desvenlafaxine | Serotonin and noradrenaline reuptake inhibition |
| TCA | Amitriptyline, imipramine, nortriptyline, clomipramine | Serotonin + noradrenaline reuptake inhibition, plus anticholinergic, antihistaminic and alpha-blocking actions |
| MAOI | Phenelzine, tranylcypromine; moclobemide (reversible) | Inhibit monoamine oxidase, raising synaptic monoamines |
| Atypical | Mirtazapine (alpha-2 antagonist), bupropion (dopamine–noradrenaline reuptake inhibitor), trazodone, vortioxetine | Varied receptor actions |
Principles of Use
- Latency of action: mood improves only after 2–4 weeks; sleep and appetite improve earlier. Patients must be told this, otherwise they stop the drug prematurely.
- Adequate trial: full therapeutic dose for at least 4–6 weeks before declaring failure.
- Duration: continue for 6–9 months after remission of a first episode; 2 years or longer for recurrent depression.
- Stopping: taper gradually — abrupt cessation causes a discontinuation syndrome (dizziness, "electric shock" sensations, flu-like symptoms, insomnia), worst with paroxetine and venlafaxine (short half-lives) and least with fluoxetine.
Choosing an Agent
- SSRIs are first-line because of their safety in overdose and tolerability.
- Mirtazapine suits depression with insomnia and weight loss.
- Bupropion avoids sexual dysfunction and aids smoking cessation but lowers the seizure threshold.
- Amitriptyline is useful where neuropathic pain coexists.
- TCAs are dangerous in overdose — cardiotoxic with QRS widening and arrhythmia — an important consideration in a suicidal patient.
Adverse Effects
- SSRI: nausea, headache, insomnia or sedation, sexual dysfunction (the commonest cause of non-adherence), hyponatraemia due to SIADH (especially in the elderly), increased bleeding risk with NSAIDs or antiplatelets, and QT prolongation with citalopram.
- TCA: anticholinergic effects (dry mouth, constipation, urinary retention, blurred vision), postural hypotension, sedation, weight gain, cardiac conduction delay.
- MAOI: hypertensive crisis with tyramine-containing foods (cheese, red wine, pickled and fermented foods) — the "cheese reaction"; multiple drug interactions.
- All antidepressants: may precipitate mania in bipolar disorder — always screen for a past manic episode before prescribing. Regulatory warnings note a small increase in suicidal ideation in those under 25 during early treatment, requiring close initial follow-up.
Serotonin Syndrome
A potentially fatal reaction to serotonergic excess, typically when two serotonergic drugs are combined — SSRI with tramadol, linezolid, triptans, MAOI, St John's wort or ondansetron.
Clinical triad:
- Neuromuscular excitability — clonus (inducible and ocular), hyperreflexia, tremor, rigidity; lower limbs affected more than upper.
- Autonomic instability — hyperthermia, tachycardia, sweating, mydriasis, diarrhoea.
- Altered mental state — agitation, confusion, restlessness.
Onset is rapid — within 24 hours of the offending dose.
Management: stop all serotonergic agents, supportive care with intravenous fluids, benzodiazepines for agitation and rigidity, active cooling, and cyproheptadine (a 5-HT2A antagonist) in severe cases. Most cases resolve within 24 hours of withdrawal.
Serotonin syndrome versus neuroleptic malignant syndrome. Serotonin syndrome develops in hours, with hyperreflexia and clonus, following a serotonergic drug. NMS develops over days, with "lead-pipe" rigidity and hyporeflexia, following a dopamine antagonist. Clonus is the single most useful discriminator.
Citalopram QT dose limits and the age threshold for suicidality warnings — confirm against current regulatory guidance.
Nicotine Dependence
Nicotine binds nicotinic acetylcholine receptors in the ventral tegmental area, releasing dopamine in the nucleus accumbens — the reward pathway shared by all addictive drugs. Reinforcement is rapid because inhaled nicotine reaches the brain within 10–20 seconds. Chronic use causes receptor up-regulation, so abstinence produces withdrawal.
Dependence severity is assessed by the Fagerström Test for Nicotine Dependence; the single most predictive question is time to first cigarette after waking (within 30 minutes indicates high dependence).
Withdrawal Symptoms
Begin within hours, peak at 2–3 days, and largely subside by 3–4 weeks, though craving may persist for months.
- Craving — the most persistent symptom
- Irritability, anxiety, restlessness, low mood
- Poor concentration
- Increased appetite and weight gain (average 3–5 kg)
- Insomnia, headache, constipation
ASSESSMENT — THE 5 A's
Ask about tobacco use at every visit; Advise every user to quit in a clear personalised way; Assess willingness to make an attempt; Assist with pharmacotherapy and counselling; Arrange follow-up, ideally within the first week when relapse risk is highest.
For those unwilling to quit, use the 5 R's — Relevance, Risks, Rewards, Roadblocks, Repetition — to build motivation.
Pharmacotherapy
| Agent | Mechanism | Key Points |
|---|---|---|
| Nicotine replacement therapy (patch, gum, lozenge, inhaler, nasal spray) | Replaces nicotine without the tar and carbon monoxide | Combining a patch (background) with gum or lozenge (breakthrough craving) is more effective than either alone |
| Varenicline | Partial agonist at alpha-4-beta-2 nicotinic receptors — relieves craving while blocking reward from smoking | The most effective single agent; start 1 week before the quit date; nausea and vivid dreams are common |
| Bupropion | Dopamine–noradrenaline reuptake inhibitor | Useful where weight gain is a concern; contraindicated in epilepsy and eating disorders (lowers seizure threshold) |
Combination of pharmacotherapy with behavioural counselling roughly doubles quit rates compared with either alone — this is the key examination point.
Non-pharmacological Measures
Set a definite quit date; remove tobacco and ashtrays from home and workplace; identify and avoid triggers (tea/coffee, alcohol, peer groups); teach coping strategies for craving, which typically lasts only a few minutes; enlist family support; use telephone quit-lines. In India, the National Tobacco Control Programme and the national quit-line (1800-11-2356) provide free support.
Relapse
Most attempts fail — the average smoker requires several attempts before lasting abstinence. Treat relapse as part of the process, not as failure: review what triggered it, and restart. Follow-up should be arranged at 1 week, 1 month and 3 months.
Smoking cessation is the single most effective intervention in COPD — it slows the accelerated decline in FEV1 towards the normal age-related rate. It also reduces cardiovascular risk substantially within 1 year, and lung cancer risk progressively over 10–15 years. Benefit occurs at any age and at any stage of disease.
Varenicline dosing schedule and current availability status in India — confirm before publication, as marketing status has changed in some markets.
Definition
Depression is a mood disorder characterised by persistent low mood, loss of interest or pleasure (anhedonia), and reduced energy, present for at least 2 weeks, causing significant impairment of social or occupational functioning. Lifetime prevalence is around 10–15%, with women affected about twice as often as men.
Aetiology
- Biological: the monoamine hypothesis — deficiency of serotonin, noradrenaline and dopamine; HPA axis overactivity with raised cortisol and non-suppression on dexamethasone; reduced hippocampal volume and reduced BDNF.
- Genetic: heritability around 40%; first-degree relatives carry a two- to threefold risk.
- Psychological: Beck's cognitive triad — negative view of self, world and future; learned helplessness.
- Social: adverse life events (bereavement, unemployment, marital breakdown), lack of a confiding relationship, early childhood adversity.
- Secondary causes — always exclude: hypothyroidism, anaemia, vitamin B12 deficiency, Cushing's syndrome, Parkinson's disease, stroke, malignancy (especially pancreatic), and drugs (steroids, propranolol, isotretinoin, interferon, oral contraceptives).
Clinical Features
SIGECAPS — features of major depressive episode
S = Sleep disturbance — classically early morning wakening with diurnal variation (worse in the morning)
I = Interest lost — anhedonia
G = Guilt and worthlessness
E = Energy reduced — fatigue
C = Concentration impaired
A = Appetite and weight change
P = Psychomotor retardation or agitation
S = Suicidal ideation
Core symptoms: depressed mood, anhedonia, fatigue. Diagnosis requires ≥ 5 symptoms for ≥ 2 weeks, including at least one core symptom.
Somatic (biological) features indicating more severe illness: early morning wakening, diurnal mood variation, marked weight loss, psychomotor retardation, loss of libido.
Psychotic depression: mood-congruent delusions of guilt, poverty, nihilism (Cotard's syndrome — belief that one is dead or does not exist) and, less commonly, hallucinations.
Masked depression: presents with somatic complaints — headache, body ache, fatigue — rather than reported low mood. This is the common presentation in Indian outpatient practice, and is easily missed.
Severity & Classification
Mild, moderate or severe (with or without psychotic features), based on symptom number and functional impairment. Other forms: dysthymia (persistent depressive disorder — chronic low-grade symptoms for ≥ 2 years), seasonal affective disorder, postpartum depression, and depression as part of bipolar disorder.
Risk Assessment
Every depressed patient must be asked directly about suicidal ideation, plans and intent — asking does not increase risk. Higher risk is associated with male sex, older age, living alone, previous attempts, hopelessness, psychotic features, substance misuse, chronic physical illness and recent loss.
Management
- Mild: psychological therapy first — cognitive behavioural therapy, behavioural activation, structured exercise, sleep hygiene.
- Moderate to severe: antidepressant (SSRI first-line) combined with CBT — the combination is superior to either alone.
- Continue antidepressant for 6–9 months after remission; longer for recurrent illness.
- Treatment-resistant depression (failure of two adequate trials): switch class, augment with lithium, an atypical antipsychotic or thyroid hormone, or refer for specialist care.
- Electroconvulsive therapy — indicated for severe depression with high suicidal risk, psychotic depression, catatonia, stupor with poor oral intake, or where a rapid response is essential. It is the fastest-acting treatment available; main adverse effect is transient anterograde and retrograde memory impairment.
- Address social factors and involve the family; treat comorbid substance misuse and physical illness.
Risk of suicide may rise transiently in the first 1–2 weeks of antidepressant treatment, as psychomotor retardation improves before mood does, restoring the energy to act on pre-existing ideation. Review the patient early and frequently after starting treatment.
Definition
OCD is a chronic disorder characterised by obsessions and/or compulsions that are time-consuming (conventionally more than 1 hour per day) or cause marked distress and functional impairment. Lifetime prevalence is 2–3%, with onset typically in adolescence or early adulthood; earlier onset is commoner in males.
Obsessions are recurrent, intrusive, unwanted thoughts, images or impulses that are recognised by the patient as their own (unlike thought insertion in schizophrenia), are resisted, and cause anxiety. Common themes: contamination, doubt, symmetry, aggressive or blasphemous thoughts.
Compulsions are repetitive behaviours or mental acts performed to reduce the anxiety generated by obsessions — washing, checking, counting, ordering, repeating, seeking reassurance. Relief is temporary, which reinforces the cycle.
Key Diagnostic Features
- The thoughts are ego-dystonic — unwanted and inconsistent with the patient's own values, which is why they cause distress.
- Insight is usually preserved — patients know the thoughts are irrational, which distinguishes OCD from delusional disorder. Insight may be poor in a minority.
- Attempts at resistance cause rising anxiety; performing the compulsion relieves it.
Aetiology
- Neuroanatomical: hyperactivity of the cortico-striato-thalamo-cortical circuit, particularly the orbitofrontal cortex, anterior cingulate and caudate nucleus.
- Neurochemical: serotonergic dysfunction — supported by the specific response to serotonergic drugs.
- Genetic: higher concordance in monozygotic twins; increased family risk.
- Post-infectious: PANDAS — paediatric autoimmune neuropsychiatric disorder associated with group A streptococcal infection, causing abrupt-onset OCD and tics in children.
- Associations: Tourette syndrome, Sydenham's chorea, head injury, and the postpartum period.
Assessment
Severity is measured with the Yale-Brown Obsessive Compulsive Scale (Y-BOCS), which rates time occupied, interference, distress, resistance and control for both obsessions and compulsions. Screen for comorbid depression (present in up to two-thirds), anxiety disorders and tics.
Differential Diagnosis
| Condition | Distinguishing Feature |
|---|---|
| Obsessive-compulsive personality disorder | Lifelong perfectionism and rigidity, ego-syntonic — the patient sees the traits as desirable, not distressing |
| Generalised anxiety disorder | Worries concern real-life problems and are not neutralised by rituals |
| Schizophrenia | Thoughts are alien and inserted, insight is absent, and delusions are not resisted |
| Body dysmorphic disorder | Preoccupation confined to perceived physical defect |
| Depression with ruminations | Ruminations are mood-congruent and not resisted or ritualised |
Management
- Cognitive behavioural therapy with exposure and response prevention (ERP) — the psychological treatment of choice and first-line for mild to moderate disease. The patient is exposed to the feared stimulus while being prevented from performing the ritual, allowing anxiety to extinguish naturally.
- SSRIs — first-line pharmacotherapy. OCD characteristically requires higher doses and a longer trial (10–12 weeks) than depression, a point examiners often test.
- Clomipramine — the most effective tricyclic, reserved for SSRI failure because of anticholinergic and cardiac effects.
- Augmentation with a low-dose atypical antipsychotic (risperidone, aripiprazole) for partial response, particularly with comorbid tics.
- Deep brain stimulation or stereotactic surgery (cingulotomy, capsulotomy) — reserved for severe, refractory, disabling disease.
- Treat comorbid depression; involve family, discouraging their participation in reassurance rituals, which perpetuates the disorder.
Prognosis
Typically chronic with a fluctuating course; symptoms worsen with stress. With adequate treatment, most achieve substantial improvement, though complete remission is less common. Poor prognostic factors: early onset, poor insight, comorbid tics, and hoarding symptoms.
SSRI dose ranges specific to OCD and the recommended trial duration — confirm against current psychiatric guidance.
Definition & Types
Bipolar disorder is a chronic mood disorder characterised by recurrent episodes of mania or hypomania alternating with depression, with intervening periods of relative normality. Lifetime prevalence is about 1%, affecting men and women equally, with onset typically in the late teens or early twenties.
| Type | Defining Feature |
|---|---|
| Bipolar I | At least one manic episode (≥ 7 days, or any duration if hospitalisation required), usually with depressive episodes |
| Bipolar II | Hypomania (≥ 4 days, no psychosis, no marked functional impairment) plus major depression; never full mania |
| Cyclothymia | Chronic fluctuating hypomanic and depressive symptoms for ≥ 2 years, below threshold for full episodes |
| Rapid cycling | ≥ 4 mood episodes in 12 months; commoner in women, associated with poorer response to lithium |
| Mixed features | Manic and depressive symptoms simultaneously — high suicide risk |
Clinical Features of Mania
DIG FAST — features of a manic episode
D = Distractibility
I = Indiscretion — sexual, financial, reckless behaviour with disregard for consequences
G = Grandiosity — inflated self-esteem, may reach delusional intensity
F = Flight of ideas — racing thoughts, pressured speech, clang associations
A = Activity increased — goal-directed, psychomotor agitation
S = Sleep — decreased need for sleep, feeling rested after 2–3 hours
T = Talkativeness — pressure of speech
Elevated, expansive or irritable mood is the core feature. Severe mania may include mood-congruent grandiose or persecutory delusions and, rarely, hallucinations. Insight is characteristically absent, which is why patients resist treatment and admission is often necessary.
Aetiology
Strongly genetic — heritability of 70–80%, the highest of the major psychiatric disorders; concordance in monozygotic twins is 40–70%. Neurochemically, mania is associated with excess dopamine and noradrenaline. Precipitants include sleep deprivation, childbirth, stimulant or steroid use, and antidepressants given without a mood stabiliser (antidepressant-induced switch).
Management
Acute mania:
- Atypical antipsychotic (olanzapine, risperidone, quetiapine, aripiprazole) — rapid control of agitation and psychosis.
- Mood stabiliser — lithium or sodium valproate (valproate acts faster in acute mania).
- Benzodiazepine short-term for agitation and to restore sleep.
- Stop any antidepressant. Admit if there is risk to self, reputation or finances, or if insight is absent.
- ECT for severe, treatment-resistant mania or where physical exhaustion threatens life.
Bipolar depression: quetiapine, olanzapine–fluoxetine combination, or lamotrigine. Antidepressant monotherapy is avoided — it risks precipitating a switch to mania or inducing rapid cycling.
Maintenance: lithium is the mood stabiliser of choice and the only agent with clear evidence of reducing suicide risk. Alternatives are valproate, lamotrigine (better for depressive relapse) and atypical antipsychotics. Combine with psychoeducation, regular sleep-wake routine, and relapse-signature recognition.
Lithium — the Examination Focus
- Narrow therapeutic index, requiring serum level monitoring 12 hours after the evening dose.
- Baseline before starting: renal function, thyroid function, calcium, ECG and pregnancy test.
- Monitoring: levels weekly until stable then every 3 months; renal and thyroid function every 6 months.
- Adverse effects: fine tremor, polyuria and polydipsia (nephrogenic diabetes insipidus), hypothyroidism, weight gain, acne, and long-term chronic interstitial nephritis. Ebstein's anomaly with first-trimester exposure.
- Toxicity is precipitated by dehydration, NSAIDs, thiazide diuretics and ACE inhibitors, and any cause of renal impairment.
Lithium toxicity progresses from coarse tremor, vomiting and diarrhoea to ataxia, dysarthria, confusion, myoclonus, seizures and coma. Treatment is stopping lithium, vigorous intravenous saline, and haemodialysis in severe toxicity — there is no antidote. Warn every patient to maintain fluid intake in fever, vomiting or hot weather, and never to take NSAIDs without advice.
Lithium therapeutic and toxic serum ranges, and monitoring intervals — confirm against current guidance before printing numeric values.
Definition
Anxiety is a normal adaptive response to threat. It becomes a disorder when it is excessive, persistent, out of proportion to any real danger, and impairs functioning. Anxiety disorders are the commonest psychiatric disorders, with a lifetime prevalence around 15–20%, and are twice as common in women.
Classification
| Disorder | Key Features |
|---|---|
| Generalised anxiety disorder | Free-floating, persistent worry about multiple everyday matters for ≥ 6 months, with restlessness, fatigue, poor concentration, irritability, muscle tension and disturbed sleep |
| Panic disorder | Recurrent unexpected panic attacks — abrupt surges of intense fear peaking within 10 minutes, with palpitations, chest pain, dyspnoea, choking, sweating, trembling, fear of dying or going mad, depersonalisation — plus persistent worry about further attacks |
| Agoraphobia | Fear of situations where escape is difficult (crowds, public transport, open spaces), leading to avoidance; often follows panic disorder and may confine the patient to home |
| Social anxiety disorder | Fear of scrutiny and humiliation in social or performance situations, with blushing, tremor and avoidance |
| Specific phobia | Marked fear of a circumscribed object or situation — heights, animals, injections, blood (the last uniquely causing vasovagal syncope) |
| Post-traumatic stress disorder | Following a traumatic event: re-experiencing (flashbacks, nightmares), avoidance, hyperarousal, and negative alterations in mood and cognition, lasting > 1 month |
Somatic Symptoms
Anxiety presents physically far more often than psychologically in general practice: palpitations, chest tightness, dyspnoea, dizziness, tremor, sweating, dry mouth, urinary frequency, diarrhoea, headache and globus sensation. Hyperventilation produces respiratory alkalosis with perioral and peripheral paraesthesia and carpopedal spasm, which frightens the patient further and sustains the attack.
Differential Diagnosis — Organic Mimics
Always exclude a physical cause before diagnosing an anxiety disorder:
- Hyperthyroidism — the classic mimic; check TSH in every case.
- Phaeochromocytoma — episodic headache, sweating, palpitations with hypertension.
- Hypoglycaemia, arrhythmia (especially paroxysmal SVT), asthma, pulmonary embolism.
- Substance-related: caffeine excess, stimulants, salbutamol, thyroxine; and withdrawal from alcohol or benzodiazepines.
- Depression — anxiety is a prominent symptom of depression, and the two are frequently comorbid.
Management
Psychological (first-line):
- Cognitive behavioural therapy — identifies and challenges catastrophic misinterpretation of bodily sensations, and is the treatment of choice for panic disorder.
- Graded exposure for phobias and agoraphobia; applied tension rather than relaxation for blood-injury phobia.
- Relaxation training, breathing control for hyperventilation, sleep hygiene, and reduction of caffeine, alcohol and nicotine.
Pharmacological:
- SSRIs are first-line drug treatment for GAD, panic disorder, social anxiety and PTSD. Start at a low dose — anxious patients are sensitive to initial jitteriness — and titrate upwards.
- SNRIs (venlafaxine, duloxetine) are effective alternatives.
- Pregabalin for GAD; propranolol for the autonomic symptoms of performance anxiety.
- Buspirone for GAD, without dependence risk.
Benzodiazepines should be used only short-term — no more than 2–4 weeks — for severe acute anxiety while an SSRI takes effect. Longer use causes tolerance, dependence and a withdrawal syndrome (rebound anxiety, insomnia, tremor, and seizures on abrupt cessation). Prescribing them as long-term treatment for chronic anxiety is a common and serious error.
Definition
Schizophrenia is a chronic psychotic disorder characterised by disturbance of thought, perception, affect and behaviour, with loss of contact with reality and preserved clear consciousness and intellect. Lifetime prevalence is approximately 1% worldwide. Onset is typically 15–25 years in men and 25–35 years in women.
Aetiology
- Genetic: the strongest risk factor. Risk is 1% in the general population, ~10% in a first-degree relative, and ~50% in a monozygotic twin.
- Dopamine hypothesis: excess dopaminergic activity in the mesolimbic pathway produces positive symptoms; reduced activity in the mesocortical pathway produces negative and cognitive symptoms. Supported by the psychotogenic effect of amphetamine and by the efficacy of D2 antagonists. Glutamate (NMDA) hypofunction explains the psychosis induced by ketamine and phencyclidine.
- Neurodevelopmental: obstetric complications, maternal influenza or malnutrition in pregnancy, winter birth; enlarged lateral ventricles and reduced temporal lobe volume on imaging.
- Environmental: cannabis use in adolescence, urban upbringing, migration, childhood adversity.
- Expressed emotion: high criticism, hostility and over-involvement in the family predicts relapse.
Clinical Features
Positive symptoms — delusions (persecutory, referential, grandiose, control), auditory hallucinations (third-person running commentary, voices discussing the patient), thought disorder with derailment and neologisms, and bizarre behaviour.
Negative symptoms — the five A's: Affective flattening, Alogia (poverty of speech), Avolition, Anhedonia, Asociality. These respond poorly to treatment and drive long-term disability.
Cognitive symptoms — impaired attention, working memory and executive function; the strongest predictor of functional outcome.
Schneider's first-rank symptoms (suggestive, though not pathognomonic): audible thoughts, voices arguing or discussing, voices commenting on actions, thought insertion, thought withdrawal, thought broadcasting, made feelings, made impulses, made volitional acts, somatic passivity, and delusional perception.
Diagnosis
Requires characteristic symptoms with continuous disturbance for ≥ 6 months (DSM-5) including at least 1 month of active symptoms, with significant functional decline, after exclusion of mood disorder with psychosis, substance-induced psychosis and organic causes.
Investigations are to exclude organic causes rather than to confirm the diagnosis: CBC, biochemistry, thyroid function, B12, HIV and syphilis serology, urine drug screen, and CT or MRI brain where onset is late or atypical, or there are neurological signs.
Management
Pharmacological
- Atypical (second-generation) antipsychotics are first-line — risperidone, olanzapine, aripiprazole, quetiapine. They cause fewer extrapyramidal effects but more metabolic effects.
- Typical (first-generation) — haloperidol, chlorpromazine, fluphenazine — remain effective and cheaper, with greater extrapyramidal risk.
- Long-acting injectable (depot) preparations for poor adherence, a major cause of relapse.
- Clozapine for treatment-resistant schizophrenia (failure of two adequate antipsychotic trials). It is the most effective agent and reduces suicide risk, but requires mandatory regular monitoring of the neutrophil count because of agranulocytosis; other risks are myocarditis, seizures, severe constipation and sedation.
- Continue treatment for at least 1–2 years after a first episode, and long-term after relapse.
Psychosocial
Family intervention to lower expressed emotion, cognitive behavioural therapy for persistent delusions and hallucinations, social skills training, supported employment, and community-based rehabilitation. Adherence support is the single most effective way to prevent relapse.
Good prognostic factors — acute onset, presence of a clear precipitant, prominent mood symptoms, older age at onset, female sex, good premorbid adjustment, married, and early treatment. Poor prognostic factors — insidious onset, prominent negative symptoms, young age at onset, poor premorbid function, social isolation and a long duration of untreated psychosis.
Clozapine neutrophil monitoring schedule and thresholds — these are protocol-specific and must be confirmed against current national prescribing requirements.
Definition
Delirium (acute confusional state) is an acute, fluctuating disturbance of attention and awareness, accompanied by additional cognitive impairment, developing over hours to days and caused by an underlying medical condition, drug or withdrawal state. It is potentially reversible and is a marker of serious physical illness.
Dementia is a chronic, progressive, generalised decline in cognition — memory, language, executive function, visuospatial ability — occurring in clear consciousness, and usually irreversible.
Delirium Versus Dementia
| Feature | Delirium | Dementia |
|---|---|---|
| Onset | Acute — hours to days | Insidious — months to years |
| Course | Fluctuating, worse at night (sundowning) | Slowly progressive, stable through the day |
| Consciousness / attention | Impaired — the cardinal feature | Clear until very late |
| Orientation | Impaired early | Impaired later |
| Hallucinations | Common, typically visual | Less common (except Lewy body dementia) |
| Psychomotor activity | Increased, reduced or mixed | Usually normal until late |
| Sleep-wake cycle | Grossly disrupted, often reversed | Relatively preserved early |
| Reversibility | Usually reversible | Usually irreversible |
| EEG | Diffuse slowing | Normal or mildly slow |
Impaired attention is the single most useful discriminator. Test it at the bedside: serial sevens, months of the year backwards, or digit span. A patient who cannot sustain attention is delirious until proved otherwise — and delirium is frequently superimposed on dementia, which is the commonest reason for sudden worsening in an elderly demented patient.
Types of Delirium
- Hyperactive — agitated, restless, hallucinating; easily recognised.
- Hypoactive — withdrawn, drowsy, quiet. Commoner, frequently missed, and carries a worse prognosis because diagnosis is delayed.
- Mixed — fluctuating between the two.
Causes
DELIRIUM(S) — causes
D = Drugs — opioids, anticholinergics, benzodiazepines, steroids; and withdrawal from alcohol or benzodiazepines
E = Electrolytes — hyponatraemia, hypercalcaemia; dehydration
L = Lack of drugs (withdrawal) or Lack of sleep
I = Infection — urinary tract infection, pneumonia, sepsis, meningitis
R = Reduced sensory input — poor vision or hearing, unfamiliar surroundings, ICU
I = Intracranial — stroke, subdural haematoma, tumour, seizure, encephalitis
U = Urinary retention and faecal impaction
M = Myocardial and pulmonary — myocardial infarction, heart failure, hypoxia, hypercapnia
S = Sugar and other metabolic — hypoglycaemia, hepatic and uraemic encephalopathy, thiamine deficiency, thyroid disease
Assessment
Diagnose with the Confusion Assessment Method (CAM): (1) acute onset with fluctuating course and (2) inattention, plus either (3) disorganised thinking or (4) altered level of consciousness.
Investigate for the cause: CBC, urea and electrolytes, calcium, glucose, LFT, thyroid function, B12, urinalysis and culture, blood cultures, chest X-ray, ECG, arterial blood gas, and CT head where there is head injury, focal neurology or no other explanation. Review every drug the patient is taking.
Management
- Treat the underlying cause — this is the definitive treatment.
- Non-pharmacological measures first: quiet, well-lit environment; correct spectacles and hearing aids; clocks and calendars for orientation; familiar family members present; consistent nursing staff; mobilise early; maintain hydration, nutrition and bowel and bladder care; preserve the day-night cycle and avoid night-time disturbance.
- Avoid physical restraints, which worsen agitation and cause injury.
- Drugs only if the patient is a danger to themselves or others, or distressed, and at the lowest effective dose for the shortest time: low-dose haloperidol is usual; benzodiazepines are preferred in alcohol or benzodiazepine withdrawal and in Parkinson's disease or Lewy body dementia, where antipsychotics are hazardous.
Delirium predicts prolonged admission, functional decline, institutionalisation and increased mortality; prevention through good ward care is far more effective than treatment.
Definition
Anorexia nervosa is an eating disorder characterised by restriction of energy intake leading to significantly low body weight, an intense fear of gaining weight, and disturbance in the way body weight or shape is experienced, with undue influence of weight on self-evaluation.
Bulimia nervosa is characterised by recurrent episodes of binge eating with a sense of loss of control, followed by recurrent inappropriate compensatory behaviour, occurring at least weekly for 3 months, with self-evaluation unduly influenced by body shape and weight. Body weight is typically normal or slightly raised, which is why bulimia is often concealed for years.
Both are far commoner in young women, with onset in adolescence or early adulthood. Anorexia nervosa has the highest mortality of any psychiatric disorder, from medical complications and from suicide.
Aetiology
Multifactorial — genetic predisposition; perfectionist, obsessional and anxious temperament; low self-esteem; family dynamics; childhood adversity or abuse; and sociocultural pressure, with higher rates in occupations emphasising thinness. Once established, starvation itself perpetuates the psychopathology through its effects on mood and cognition.
Clinical Features
Anorexia nervosa: marked weight loss, amenorrhoea (no longer a diagnostic requirement but common), cold intolerance, constipation, fatigue and dizziness. Examination shows bradycardia, hypotension, hypothermia, dry skin, lanugo hair, hair loss and, in prolonged cases, peripheral oedema. Patients frequently minimise symptoms and may be brought by family rather than presenting themselves.
Bulimia nervosa: often no abnormal physical signs. Where vomiting is repeated, look for dental enamel erosion, parotid swelling, and Russell's sign (calluses on the dorsum of the hand). Menstrual irregularity is common.
Medical Complications
| System | Complications |
|---|---|
| Cardiac | Bradycardia, hypotension, arrhythmia, QT prolongation, cardiomyopathy, sudden death |
| Electrolyte | Hypokalaemia, hyponatraemia, hypomagnesaemia, hypophosphataemia, metabolic alkalosis with vomiting |
| Endocrine | Amenorrhoea, low LH/FSH and oestrogen, low T3 (sick euthyroid), raised cortisol, osteoporosis |
| Gastrointestinal | Delayed gastric emptying, constipation, raised transaminases, oesophagitis |
| Haematological | Anaemia, leucopenia, thrombocytopenia from marrow hypoplasia |
| Renal/other | Renal impairment, seizures, peripheral neuropathy, impaired growth in adolescents |
Investigations
CBC, urea, electrolytes, magnesium and phosphate, calcium, glucose, LFT, thyroid function, ECG (QT interval), and DEXA scan for bone density in prolonged illness. There is no diagnostic test — investigations assess complications and risk.
Management
Management is multidisciplinary — physician, psychiatrist, dietitian and family — and should be delivered by a specialist service where available.
- Psychological therapy is the mainstay: CBT-ED (eating-disorder-focused cognitive behavioural therapy) is first-line in bulimia and in adults with anorexia; family-based therapy is first-line for adolescents with anorexia and has the best evidence in that group.
- Nutritional rehabilitation with supervised, gradual restoration of intake and weight, planned and monitored by a dietitian.
- Medication: fluoxetine has evidence in bulimia in reducing binge frequency, used with psychological therapy. No drug is effective for the core features of anorexia nervosa; antidepressants are used only for comorbid depression or OCD. Bupropion is contraindicated in eating disorders.
- Treat complications — correct electrolytes, manage osteoporosis, treat comorbid depression and anxiety.
- Indications for admission: very low or rapidly falling weight, bradycardia, hypotension, hypothermia, arrhythmia or prolonged QT, severe electrolyte disturbance, suicidal risk, or failure of outpatient management.
Refeeding syndrome is the major hazard of treating a severely malnourished patient. Reintroduction of carbohydrate drives insulin release, shifting phosphate, potassium and magnesium intracellularly, precipitating hypophosphataemia, cardiac failure, arrhythmia, respiratory failure, seizures and death. Refeed slowly, monitor electrolytes daily, and give thiamine and vitamin supplementation before and during refeeding. Nutritional restoration must be supervised, never rushed.
Prognosis
Roughly half recover fully, a third improve partially, and a fifth follow a chronic course. Outcome is better with early treatment, shorter duration of illness and adolescent onset. Long-term follow-up is required, as relapse is common.
Refeeding protocol rates and electrolyte replacement thresholds are protocol-specific — confirm against current national nutrition guidance before publishing any numeric regimen.
Definition
A withdrawal syndrome is the predictable cluster of symptoms that follows reduction or cessation of a substance on which the body has become physically dependent. Features are characteristically opposite to the acute effects of the drug, because neuroadaptation has occurred during chronic use.
ALCOHOL WITHDRAWAL — the most important
Chronic alcohol enhances inhibitory GABA and suppresses excitatory NMDA transmission. On withdrawal, the adapted brain is left in a state of unopposed excitation.
| Time after last drink | Features |
|---|---|
| 6–12 hours | Tremor, anxiety, sweating, nausea, palpitations, insomnia |
| 12–24 hours | Alcoholic hallucinosis — usually visual, with intact orientation and insight |
| 24–48 hours | Withdrawal seizures — generalised tonic-clonic, usually few and self-limiting |
| 48–72 hours (up to 5 days) | Delirium tremens — coarse tremor, clouded consciousness, disorientation, vivid visual hallucinations (classically insects or small animals), agitation, fever, marked autonomic overactivity |
Delirium tremens is a medical emergency with mortality up to 5–15% if untreated, from arrhythmia, hyperthermia, seizures and cardiovascular collapse.
Management:
- Benzodiazepines are the cornerstone — chlordiazepoxide or diazepam in a tapering regimen; lorazepam is preferred in significant liver disease because it is not oxidatively metabolised. Symptom-triggered dosing guided by the CIWA-Ar scale is more effective than fixed schedules.
- Parenteral thiamine before any glucose — see the danger box below.
- Correct fluids, electrolytes (especially magnesium and potassium), and treat intercurrent infection.
- Nurse in a calm, well-lit environment; haloperidol may be added for severe agitation or hallucinations, but never as a substitute for benzodiazepines, since it lowers the seizure threshold.
- After detoxification, offer relapse prevention: acamprosate, naltrexone or disulfiram, plus counselling and Alcoholics Anonymous.
Always give parenteral thiamine BEFORE any glucose-containing fluid in a chronic alcohol user. Glucose administration consumes the last thiamine reserves as a cofactor and can precipitate Wernicke's encephalopathy — the classic triad of confusion, ophthalmoplegia and ataxia — which becomes irreversible Korsakoff psychosis if untreated.
Opioid Withdrawal
Onset depends on half-life — 6–12 hours after heroin, 24–48 hours after methadone. Features: lacrimation, rhinorrhoea, yawning, mydriasis, piloerection ("cold turkey"), muscle and joint aches, abdominal cramps, vomiting, diarrhoea, insomnia and intense craving.
Distressing but rarely life-threatening in adults (unlike alcohol withdrawal) — a favourite examination contrast. Management: substitution with methadone or buprenorphine, with symptomatic support (clonidine or lofexidine for autonomic symptoms, loperamide, NSAIDs), followed by long-term maintenance therapy and psychosocial support. Naltrexone is used after detoxification for relapse prevention.
Benzodiazepine Withdrawal
Follows chronic use, especially of short-acting agents. Features: rebound anxiety and insomnia, tremor, sweating, perceptual disturbance, depersonalisation, and — as with alcohol — seizures, which may be fatal. Management is gradual dose reduction, usually after conversion to a long-acting agent such as diazepam, tapered over weeks to months. Never stop abruptly.
Nicotine Withdrawal
Craving, irritability, anxiety, poor concentration, increased appetite and insomnia; peaks at 2–3 days and settles over 3–4 weeks. Managed with nicotine replacement, varenicline or bupropion with behavioural support.
STIMULANT WITHDRAWAL ("crash")
After cocaine or amphetamine: dysphoria, hypersomnia, hyperphagia, psychomotor retardation, intense craving and suicidal ideation. There is no specific pharmacotherapy; management is supportive with monitoring of suicide risk.
Definition
Somatoform disorders are a group of conditions in which the patient presents with physical symptoms that suggest a medical disorder but are not fully explained by organic disease, and which cause significant distress or impairment. The symptoms are not intentionally produced — this is the crucial distinction from factitious disorder and malingering. Under DSM-5 the category was reorganised as somatic symptom and related disorders, with emphasis shifted from "medically unexplained" to the presence of excessive thoughts, feelings and behaviours about the symptoms.
Types
| Disorder | Key Features |
|---|---|
| Somatic symptom disorder | One or more distressing somatic symptoms with disproportionate thoughts, anxiety and time devoted to them, for > 6 months. Symptoms may or may not be medically explained |
| Illness anxiety disorder (hypochondriasis) | Preoccupation with having or acquiring a serious illness, with minimal or no somatic symptoms; high health anxiety, repeated checking or avoidance of medical care; persistent despite reassurance |
| Conversion disorder (functional neurological disorder) | Loss or alteration of voluntary motor or sensory function — paralysis, aphonia, blindness, non-epileptic seizures, gait disturbance — with internal inconsistency on examination and findings incompatible with recognised neurological disease |
| Body dysmorphic disorder | Preoccupation with an imagined or trivial defect in appearance, with repetitive checking or camouflaging; high risk of depression and suicide |
| Pain disorder | Persistent severe pain in which psychological factors have a major role |
Related Conditions — Distinguish Clearly
| Condition | Symptom production | Motivation |
|---|---|---|
| Somatoform disorder | Unconscious | None — no external gain |
| Factitious disorder (Munchausen syndrome) | Deliberate — symptoms feigned or induced | Unconscious — to assume the sick role, obtain care and attention |
| Malingering | Deliberate | Conscious external gain — compensation, avoiding work, obtaining drugs, evading legal proceedings. Not a psychiatric diagnosis |
The distinction rests on two questions — is the symptom produced deliberately, and is there external gain? Somatoform: neither. Factitious: deliberate production, no external gain. Malingering: deliberate production, clear external gain. Examiners ask this repeatedly.
Clinical Features Suggesting a Functional Disorder
- Symptoms that are internally inconsistent — for example Hoover's sign in functional leg weakness (hip extension is weak on direct testing but normal on contralateral hip flexion), or give-way weakness.
- Multiple symptoms across multiple systems, with a long history and thick case records.
- Repeated normal investigations, multiple specialist consultations, and previous unnecessary surgery.
- Onset temporally related to psychosocial stress; comorbid anxiety and depression are very common.
- La belle indifférence — apparent lack of concern — is classically described in conversion disorder but is unreliable and should not be used to make the diagnosis.
Management
- Positive diagnosis, not a diagnosis of exclusion. Explain the diagnosis clearly using the demonstrable positive signs; the diagnosis is made on what is present, not merely on the absence of disease.
- Validate the symptoms as real. Telling the patient "there is nothing wrong" or "it is all in your mind" is the commonest cause of treatment failure and of doctor-shopping.
- Establish one consistent doctor with regular scheduled appointments rather than symptom-triggered visits, which reinforce illness behaviour.
- Limit further investigation — repeated normal tests increase anxiety and risk iatrogenic harm — while remaining alert to genuine new disease, which these patients also develop.
- Cognitive behavioural therapy is the treatment of choice, with graded exercise and physiotherapy for functional motor symptoms.
- Treat comorbid depression and anxiety — antidepressants help both mood and pain symptoms.
- Explore and address underlying psychosocial stressors; involve family in the explanation.
Prognosis
Better with acute onset, identifiable stressor, early diagnosis and absence of comorbid personality disorder. Chronic multi-symptom presentations tend to persist and require long-term supportive management rather than cure.
Mechanism
Antipsychotics block dopamine D2 receptors. Therapeutic benefit comes from blockade in the mesolimbic pathway, but blockade in the nigrostriatal pathway produces extrapyramidal side effects (EPS), and blockade in the tuberoinfundibular pathway causes hyperprolactinaemia. Risk is highest with high-potency typical agents — haloperidol, fluphenazine, trifluoperazine — and lower with atypicals, of which clozapine and quetiapine carry the least risk.
Types of Extrapyramidal Side Effect
| Syndrome | Onset | Features | Treatment |
|---|---|---|---|
| Acute dystonia | Hours to days | Sustained muscle spasm — oculogyric crisis, torticollis, trismus, opisthotonus, laryngospasm | Anticholinergic — promethazine, benztropine or trihexyphenidyl, given parenterally; response within minutes |
| Akathisia | Days to weeks | Subjective inner restlessness with inability to sit still; often mistaken for worsening psychosis | Reduce dose; propranolol; benzodiazepine; switch agent |
| Parkinsonism | Weeks to months | Bradykinesia, rigidity, coarse rest tremor, mask-like facies, shuffling gait | Reduce dose, switch to atypical, add anticholinergic. Levodopa is avoided — it worsens psychosis |
| Tardive dyskinesia | Months to years | Involuntary choreoathetoid movements — orofacial: lip smacking, chewing, tongue protrusion; may be irreversible | Stop or reduce the offending drug; switch to clozapine; VMAT2 inhibitors (valbenazine, tetrabenazine) |
Acute Dystonia — the Examination Focus
Presentation: occurs in the first few days of treatment, or after a dose increase or a single dose of an antiemetic such as metoclopramide or prochlorperazine. Risk is highest in young males.
Manifestations: oculogyric crisis (forced sustained upward deviation of the eyes), torticollis or retrocollis, jaw spasm (trismus), tongue protrusion, dysphagia and dysarthria, opisthotonus, and — rarely but dangerously — laryngeal dystonia causing stridor and airway compromise.
The reaction is frightening and often misdiagnosed as a seizure, tetanus, hysteria or a conversion reaction. The key is the drug history, and the fact that the patient is fully conscious throughout.
Treatment:
- parenteral anticholinergic — promethazine, benztropine or trihexyphenidyl — with dramatic relief within minutes
- a benzodiazepine may be added. Secure the airway if there is laryngeal involvement. Continue the anticholinergic orally for a few days, then reduce the antipsychotic dose or switch to a lower-potency or atypical agent.
Neuroleptic Malignant Syndrome
A rare, life-threatening idiosyncratic reaction to dopamine antagonists (or to abrupt withdrawal of dopaminergic drugs in Parkinson's disease).
Tetrad: hyperthermia, "lead-pipe" muscular rigidity, altered consciousness, and autonomic instability (labile blood pressure, tachycardia, sweating).
Investigations: grossly raised creatine kinase, leucocytosis, raised transaminases, myoglobinuria, acute kidney injury.
Onset: over days to weeks, often after dose escalation.
Management:
- stop the antipsychotic immediately
- supportive care in ICU with cooling and vigorous hydration to prevent renal failure from rhabdomyolysis
- dantrolene for rigidity and bromocriptine or amantadine as dopamine agonists
- benzodiazepines for agitation. Mortality is around 10%.
NMS versus acute dystonia versus serotonin syndrome. Acute dystonia is a focal sustained spasm in an alert, afebrile patient and responds to anticholinergics within minutes. NMS is febrile, rigid, hyporeflexic with a very high CK, developing over days. Serotonin syndrome is febrile with clonus and hyperreflexia, developing over hours after a serotonergic drug. Confusing these is a common and costly error.
Other Antipsychotic Adverse Effects
- Metabolic syndrome — weight gain, dyslipidaemia and diabetes, most marked with olanzapine and clozapine, requiring baseline and periodic monitoring of weight, waist circumference, glucose and lipids.
- Hyperprolactinaemia with galactorrhoea, amenorrhoea, gynaecomastia and sexual dysfunction, most marked with risperidone and typical agents.
- QT prolongation, anticholinergic effects, postural hypotension, and lowered seizure threshold.
Definitions
- Hazardous drinking: a level of consumption likely to cause harm if continued.
- Harmful drinking: consumption already causing physical or psychological damage.
- Alcohol dependence: a cluster of compulsion to drink, impaired control, tolerance, withdrawal on cessation, primacy of drinking over other activities, and persistence despite harm.
One unit is 8 g of ethanol; a standard peg (30 mL of spirits) is roughly 1.2 units.
Screening
- CAGE questionnaire — Cut down, Annoyed by criticism, Guilty about drinking, Eye-opener in the morning. Two or more positive answers suggest a problem.
- AUDIT — a 10-item WHO instrument, more sensitive for hazardous drinking.
- Laboratory markers: raised gamma-glutamyl transferase, raised MCV, AST:ALT ratio greater than 2:1, raised carbohydrate-deficient transferrin.
Neuropsychiatric Manifestations
Acute
- Intoxication — disinhibition, ataxia, dysarthria, nystagmus, progressing to stupor, coma and respiratory depression.
- Pathological intoxication — marked aggression after a small quantity.
- Blackouts — anterograde amnesia for events during intoxication, an early marker of harmful use.
- Withdrawal syndrome — tremor, hallucinosis, seizures and delirium tremens (see the withdrawal note).
Thiamine-related
- Wernicke's encephalopathy — the triad of confusion, ophthalmoplegia (lateral rectus palsy, nystagmus) and ataxia. The full triad is present in only about a third of cases, so treat on suspicion. Lesions occur in the mammillary bodies, periaqueductal grey and thalamus.
- Korsakoff psychosis — the chronic irreversible sequel: profound anterograde amnesia with confabulation and relatively preserved other cognitive functions.
Chronic neurological
- Cerebellar degeneration — affecting the anterior superior vermis, producing a broad-based gait ataxia with relative sparing of the arms and speech.
- Peripheral neuropathy — symmetrical, sensorimotor, painful, length-dependent; due to thiamine deficiency and direct toxicity.
- Central pontine myelinolysis — from over-rapid correction of hyponatraemia in a malnourished alcoholic; causes quadriparesis and pseudobulbar palsy.
- Marchiafava-Bignami disease — demyelination of the corpus callosum, with dementia, seizures and interhemispheric disconnection.
- Alcoholic dementia, cerebral atrophy, and increased risk of subdural haematoma from falls.
- Hepatic encephalopathy in established cirrhosis.
Psychiatric
Depression (usually secondary and improving with abstinence), anxiety, alcoholic hallucinosis (auditory hallucinations in clear consciousness, with insight preserved), morbid jealousy (Othello syndrome), suicide — markedly increased risk — and family and social disintegration.
In any confused, malnourished or alcohol-dependent patient, give parenteral thiamine BEFORE glucose. Carbohydrate load consumes residual thiamine and can precipitate Wernicke's encephalopathy. Treat suspected Wernicke's immediately with high-dose parenteral thiamine — do not wait for confirmation, because the untreated condition progresses to irreversible Korsakoff psychosis or death.
Management
- Detoxification — benzodiazepine taper (chlordiazepoxide; lorazepam in liver disease) with thiamine and multivitamin supplementation, electrolyte correction, and treatment of intercurrent illness.
- Relapse prevention:
- Disulfiram — aldehyde dehydrogenase inhibitor causing a highly unpleasant reaction with alcohol; requires a motivated, supervised patient.
- Acamprosate — modulates glutamate transmission, reducing craving.
- Naltrexone — opioid antagonist reducing the rewarding effect of alcohol.
- Psychosocial — motivational interviewing, brief interventions, cognitive behavioural therapy, Alcoholics Anonymous and family involvement. Brief intervention in the general hospital setting is effective and underused.
- Treat the physical consequences — liver disease, pancreatitis, cardiomyopathy, gastritis, anaemia and malnutrition.
Doses for parenteral thiamine in suspected Wernicke's encephalopathy vary considerably between national guidelines — confirm the regimen you wish to print.
Definition & Significance
This triad is a classic examination case because it narrows a very wide differential to three groups: infection, haematological malignancy and connective tissue disease. The combination indicates involvement of the reticuloendothelial system — lymph nodes, spleen and bone marrow are all reacting to, or infiltrated by, the same process.
Causes BY Combination
| Combination | Key Causes | First Investigations |
|---|---|---|
| Fever + generalised LAD | EBV (infectious mononucleosis), CMV, toxoplasmosis, HIV, secondary syphilis, TB, brucellosis, typhoid; Hodgkin's & non-Hodgkin's lymphoma, CLL; SLE, adult Still's disease | Monospot/EBV serology, HIV, blood film, CXR, node biopsy |
| Fever + splenomegaly | Malaria, kala-azar (visceral leishmaniasis), enteric fever, infective endocarditis, brucellosis; CML, CLL, lymphoma, myelofibrosis | Peripheral smear for parasites, rK39 for kala-azar, blood cultures, BM aspirate |
| Fever + thrombocytopenia | Dengue, malaria, sepsis/DIC, scrub typhus, leptospirosis, HIV; ITP, TTP, aplastic anaemia, leukaemia | NS1/dengue serology, smear, coagulation profile, LDH |
| All three together | Kala-azar, malaria, dengue, disseminated TB, EBV/CMV, HIV, lymphoma, CLL, SLE, haemophagocytic lymphohistiocytosis (HLH) | Bone marrow aspirate + biopsy, ferritin, triglycerides |
In India, the three commonest causes of this exact triad are malaria, kala-azar and dengue. Kala-azar is suggested by massive splenomegaly + pancytopenia + hyperpigmentation in a patient from Bihar, Jharkhand, West Bengal or eastern UP.
Clinical Approach
History:
- duration and pattern of fever
- travel to endemic zones
- contact with tuberculosis
- animal exposure (brucella, toxoplasma)
- sexual history and IV drug use
- drug intake (phenytoin, carbamazepine cause pseudolymphoma)
- weight loss and night sweats (B symptoms of lymphoma).
Examination: map all node groups — size, consistency, tenderness, matting, fixation. Note that hard, matted, non-tender, fixed nodes suggest malignancy, whereas tender, mobile nodes suggest infection. Record spleen size in centimetres below the costal margin. Look for pallor, petechiae, oral ulcers, rash, arthritis, hepatomegaly and Waldeyer's ring involvement.
Investigations — Stepwise
- First line: complete blood count with peripheral smear (atypical lymphocytes in EBV; blasts in leukaemia; malarial parasite; schistocytes in TTP), ESR, CRP, LFT, RFT, LDH, urine routine.
- Infective screen: blood cultures (three sets), Widal/typhidot, dengue NS1 & IgM, rapid malaria antigen, rK39 for kala-azar, Mantoux, HIV ELISA, EBV/CMV serology, Brucella agglutination.
- Imaging: chest X-ray (mediastinal widening — lymphoma, TB, sarcoidosis); ultrasound abdomen; CECT chest/abdomen/pelvis for occult nodes; PET-CT where lymphoma is suspected.
- Definitive: excisional lymph node biopsy (never FNAC alone if lymphoma is suspected — architecture is needed); bone marrow aspiration and biopsy for infiltration, LD bodies of kala-azar or haemophagocytosis.
- If HLH suspected: ferritin (typically > 500, often > 10 000 ng/mL), triglycerides, fibrinogen, soluble CD25.
Take blood cultures at the peak of fever — bacteraemia is highest then. Ask for excisional node biopsy in your answer; writing "FNAC" for suspected lymphoma loses marks.
Red Flags Demanding Urgent Work-up
- Node > 2 cm, hard, fixed, or supraclavicular in location (Virchow's node).
- Progressive painless enlargement with drenching night sweats and > 10% weight loss.
- Pancytopenia, blasts on smear, or rapidly falling platelets with bleeding.
Kala-azar endemic-state list and rK39 sensitivity — confirm against current NVBDCP/National Kala-azar Elimination Programme figures.
Definition
Clubbing is bulbous enlargement of the terminal phalanges due to increased soft tissue and connective tissue proliferation in the nail bed, with loss of the normal Lovibond angle (the angle between the nail plate and the proximal nail fold, normally < 160°; in clubbing it becomes ≥ 180°).
Clinical Signs & Grading
- Schamroth's window sign: when the dorsal surfaces of opposing terminal phalanges are apposed, the normal diamond-shaped gap is obliterated — the earliest reliable bedside sign.
- Fluctuation / nail-bed sponginess: the nail bed feels boggy on rocking the nail.
- Increased curvature: in both longitudinal and transverse planes ("parrot-beak", "drumstick").
| Grade | Findings |
|---|---|
| Grade 1 | Increased fluctuation and softening of the nail bed only |
| Grade 2 | Loss of Lovibond angle; positive Schamroth's sign |
| Grade 3 | Parrot-beak / drumstick appearance with increased nail curvature |
| Grade 4 | Hypertrophic pulmonary osteoarthropathy (HPOA) — clubbing plus periostitis of long bones, joint pain and swelling |
Pathogenesis
Normally, megakaryocytes and large platelet clumps are fragmented in the pulmonary capillary bed. In diseases with right-to-left shunting or with pulmonary vascular disruption, these clumps bypass the lung and impact in the distal digital vasculature, releasing platelet-derived growth factor (PDGF) and vascular endothelial growth factor (VEGF). These promote vascular hyperplasia, oedema, fibroblast proliferation and new vessel formation in the nail bed. VEGF is induced by hypoxia, which explains clubbing in chronic hypoxic states.
Causes
CLUBBING — Causes mnemonic
C = Cancer: bronchogenic carcinoma (commonest malignant cause; squamous cell > others), mesothelioma
L = Lung: lung abscess, bronchiectasis, empyema, idiopathic pulmonary fibrosis, cystic fibrosis
U = Ulcerative colitis and Crohn's disease
B = Biliary cirrhosis (primary), and other chronic liver disease
B = Benign mesothelioma
I = Infective endocarditis, and idiopathic/familial clubbing
N = Neurogenic tumours
G = Gastrointestinal: coeliac disease, tropical sprue; Graves' disease (thyroid acropachy)
Cardiac: cyanotic congenital heart disease (Fallot's tetralogy, Eisenmenger syndrome), infective endocarditis, atrial myxoma.
Endocrine: thyroid acropachy in Graves' disease — the only endocrine cause.
Clubbing is NOT a feature of uncomplicated COPD or bronchial asthma. If a COPD patient has clubbing, actively search for bronchiectasis, lung abscess or bronchogenic carcinoma. This is a favourite viva question.
Special Patterns
- Unilateral clubbing: aneurysm of aorta/subclavian artery, Pancoast tumour, axillary artery lesion, hemiplegia.
- Differential clubbing (toes clubbed, fingers spared): patent ductus arteriosus with reversed shunt (Eisenmenger's), where desaturated blood reaches the lower limbs only.
- Pseudoclubbing: hyperparathyroidism and chronic renal failure cause subperiosteal resorption of terminal phalanges — the Lovibond angle is preserved.
Clinical Approach
Confirm with Schamroth's sign, grade it, then look for the underlying cause: examine the chest for bronchiectasis and consolidation, the heart for murmurs and cyanosis, the abdomen for hepatosplenomegaly, and the joints for HPOA. Investigate with chest X-ray, CT thorax, echocardiography and, when indicated, bronchoscopy.
Definition & Genetics
Marfan syndrome is an autosomal dominant connective tissue disorder caused by mutation in the FBN1 gene on chromosome 15q21, which encodes fibrillin-1, a glycoprotein of the extracellular matrix microfibrils. Prevalence is about 1 in 5 000; roughly 25% of cases arise from new (de novo) mutations, so a negative family history does not exclude it.
Defective fibrillin-1 causes two problems: loss of structural integrity of elastic tissue (aorta, lens zonules, skin), and excess signalling by transforming growth factor beta (TGF-β), since fibrillin normally sequesters TGF-β. This second mechanism explains why angiotensin receptor blockers, which reduce TGF-β signalling, are therapeutically useful.
Clinical Features BY System
| System | Features |
|---|---|
| Skeletal | Tall stature, arm span > height (ratio > 1.05), reduced upper: lower segment ratio, arachnodactyly (Steinberg thumb and Walker–Murdoch wrist signs), pectus carinatum or excavatum, scoliosis, pes planus, high-arched palate with dental crowding, joint hypermobility |
| Cardiovascular | Aortic root dilatation, aortic regurgitation, aortic dissection, mitral valve prolapse with mitral regurgitation, pulmonary artery dilatation |
| Ocular | Ectopia lentis — superotemporal lens dislocation (in ~60%), myopia, retinal detachment, glaucoma |
| Respiratory | Spontaneous pneumothorax, apical blebs |
| Other | Dural ectasia, recurrent incisional hernias, striae atrophicae not related to weight change |
In Marfan syndrome the lens dislocates upwards and outwards (superotemporal); in homocystinuria it dislocates downwards and inwards (inferonasal). Homocystinuria is autosomal recessive, causes intellectual disability and thrombosis, and is excluded by urinary cyanide-nitroprusside testing.
Diagnosis — Revised Ghent Criteria (2010)
Diagnosis rests on aortic root dilatation (Z-score ≥ 2), ectopia lentis, FBN1 mutation, family history, and a systemic score of ≥ 7 points. In the absence of family history, any of the following makes the diagnosis:
- Aortic root Z-score ≥ 2 plus ectopia lentis
- Aortic root Z-score ≥ 2 plus an FBN1 mutation
- Aortic root Z-score ≥ 2 plus systemic score ≥ 7
- Ectopia lentis plus an FBN1 mutation known to be associated with aortic disease
Investigations
Echocardiography (annual, measuring aortic root at sinus of Valsalva with Z-score), MRI/CT angiography of the whole aorta, slit-lamp examination with dilated pupils, X-ray spine and chest, and genetic testing for FBN1. Screen first-degree relatives.
Management
- Beta-blockers to reduce aortic wall stress and the rate of aortic root dilatation — first-line lifelong therapy.
- Angiotensin receptor blockers (losartan) reduce TGF-β signalling; used alone or with beta-blockade.
- Avoid competitive and isometric sports, contact sports and heavy weightlifting.
- Prophylactic aortic root replacement when the aortic root reaches about 5.0 cm, or earlier (≈ 4.5 cm) with a family history of dissection, rapid growth (> 0.5 cm/year) or severe aortic regurgitation. Valve-sparing root replacement (David procedure) is preferred to the composite Bentall procedure where feasible.
- Pregnancy carries high dissection risk; counsel before conception and avoid pregnancy if the root exceeds about 4.5 cm.
- Ophthalmic and orthopaedic follow-up; scoliosis bracing or surgery as needed.
Aortic dissection is the leading cause of death. Any Marfan patient with sudden severe chest or interscapular pain requires immediate CT aortography — do not attribute it to musculoskeletal pain.
Differential Diagnosis
Loeys–Dietz syndrome (hypertelorism, bifid uvula, arterial tortuosity — dissects at smaller diameters), vascular Ehlers–Danlos syndrome, homocystinuria, congenital contractural arachnodactyly, and MASS phenotype.
Aortic root surgical thresholds (5.0 cm vs 4.5 cm) and losartan positioning — confirm against the current ESC/AHA aortic disease guideline, as thresholds have been revised in recent versions.
Definition
Genetic counselling is the communication process by which individuals or families at risk of a genetic disorder are helped to understand the medical facts, the mode of inheritance, the risk of recurrence, and the options available, and are supported in making decisions that are their own and acting in accordance with them. It is fundamentally non-directive: the counsellor informs and supports but does not decide.
Indications
- Previous child, or family history, of a genetic or congenital disorder.
- Advanced maternal age (≥ 35 years) or advanced paternal age.
- Consanguineous marriage — highly relevant in India, where it raises the risk of autosomal recessive disease.
- Recurrent pregnancy loss, stillbirth or neonatal death.
- Known carrier state — thalassaemia, sickle cell disease, haemophilia, Duchenne muscular dystrophy.
- Abnormal antenatal screening or ultrasound finding.
- Exposure to a teratogen (drugs, radiation, infection) in pregnancy.
- Family history of an adult-onset genetic disorder — Huntington's disease, hereditary breast/ovarian cancer (BRCA1/2), familial hypercholesterolaemia.
Steps in Genetic Counselling
1. Establish the diagnosis precisely — everything downstream depends on it. Use clinical examination, karyotyping, FISH, chromosomal microarray, and targeted or next-generation sequencing.
2. Construct a three-generation pedigree, recording consanguinity, miscarriages, deaths and affected relatives.
3. Determine the mode of inheritance — autosomal dominant, autosomal recessive, X-linked, mitochondrial or multifactorial.
4. Estimate recurrence risk — Mendelian risk for single-gene disorders; empiric risk for multifactorial conditions; Bayesian modification where carrier testing is available.
5. Communicate in simple, non-technical language, without pressure, allowing several sessions.
6. Discuss options: prenatal diagnosis, preimplantation genetic diagnosis, gamete donation, adoption, contraception, or accepting the risk.
7. Provide written summary and long-term follow-up, with referral for psychological support.
| Inheritance Pattern | Recurrence Risk | Examples |
|---|---|---|
| Autosomal dominant | 50% to each offspring | Marfan syndrome, Huntington's disease, NF-1 |
| Autosomal recessive | 25% if both parents carriers | Thalassaemia, sickle cell disease, cystic fibrosis |
| X-linked recessive | 50% of sons affected, 50% of daughters carriers | Haemophilia A & B, Duchenne muscular dystrophy |
| Mitochondrial | All children of an affected mother | MELAS, Leber's hereditary optic neuropathy |
| Multifactorial | 2–5% empiric | Neural tube defects, cleft lip/palate, diabetes |
Prenatal Diagnostic Methods
- Chorionic villus sampling at 10–13 weeks — earliest, small risk of miscarriage.
- Amniocentesis at 15–18 weeks — the standard method.
- Cordocentesis after 18 weeks.
- Non-invasive prenatal testing (NIPT) using cell-free fetal DNA in maternal blood — a screening test for aneuploidy, requiring confirmation by an invasive test.
- Ultrasound for structural anomalies; preimplantation genetic diagnosis with IVF.
In India, prenatal testing for sex determination is a criminal offence under the PCPNDT Act, 1994. Prenatal diagnosis may be offered only for genetic disease, and the sex of the fetus must never be disclosed. Mention this Act — examiners look for it.
Ethical Principles
Autonomy (the couple decides), confidentiality (results not disclosed to relatives or employers without consent), non-directiveness, informed consent, right not to know (especially for untreatable adult-onset disease such as Huntington's), and avoidance of eugenic pressure. Testing of asymptomatic children for adult-onset disorders is generally deferred until they can consent.
Definition
The classical Petersdorf and Beeson definition: temperature > 38.3 °C (101 °F) on several occasions, persisting for more than 3 weeks, with no diagnosis established after one week of appropriate inpatient investigation. The "one week in hospital" criterion has since been modified to three outpatient visits or three days of inpatient investigation, reflecting faster modern diagnostics.
Classification
| Type | Definition | Common Causes |
|---|---|---|
| Classic PUO | > 38.3 °C, > 3 weeks, undiagnosed after appropriate work-up | Infection (~35%), malignancy (~20%), connective tissue disease (~15%), miscellaneous (15–25%), undiagnosed (10–20%) |
| Nosocomial PUO | Fever arising in hospital, not present on admission | Line sepsis, *Clostridioides difficile* colitis, drug fever, DVT/pulmonary embolism, sinusitis |
| Neutropenic PUO | Fever with neutrophil count < 500/µL | Bacterial sepsis, invasive candidiasis, aspergillosis, HSV |
| HIV-associated PUO | Fever > 4 weeks (outpatient) or > 3 days (inpatient) in HIV | TB, *Mycobacterium avium* complex, CMV, cryptococcosis, lymphoma |
Pathogenesis of Fever
- Exogenous pyrogens — bacterial lipopolysaccharide (endotoxin) from Gram-negative organisms, peptidoglycan and superantigens from Gram-positives, viral and fungal products — activate macrophages and monocytes.
- These release endogenous pyrogens: IL-1β, IL-6, TNF-α and interferon-γ, which reach the circumventricular organs (organum vasculosum of the lamina terminalis), where the blood–brain barrier is deficient.
- Cytokines induce cyclo-oxygenase-2, raising prostaglandin E2 in the preoptic area of the anterior hypothalamus, which resets the thermoregulatory set-point upwards.
- The body then behaves as if cold: cutaneous vasoconstriction, shivering and behavioural warmth-seeking raise the core temperature to the new set-point.
- Antipyretics (paracetamol, aspirin, NSAIDs) inhibit COX, lower PGE2 and reset the thermostat. They do not lower normal body temperature, which distinguishes antipyresis from hypothermia-inducing drugs.
Causes in the Indian Context
Infections: tuberculosis (especially disseminated and extrapulmonary — the single commonest cause in India), enteric fever, malaria, kala-azar, amoebic and pyogenic liver abscess, infective endocarditis, brucellosis, HIV.
Malignancy: lymphoma (especially Hodgkin's), leukaemia, renal cell carcinoma, hepatocellular carcinoma, atrial myxoma.
Connective tissue disease: adult-onset Still's disease, SLE, giant cell arteritis and polymyalgia rheumatica (in the elderly), polyarteritis nodosa.
Miscellaneous: drug fever, thyroiditis, factitious fever, familial Mediterranean fever, deep vein thrombosis, inflammatory bowel disease.
Approach & Investigations
Stage 1: repeat a meticulous history and examination daily — new murmurs, rashes, nodes, hepatosplenomegaly and fundal lesions appear over time. Document the fever pattern on a chart. Review every drug and stop non-essential ones.
Stage 2: CBC with smear, ESR, CRP, LFT, RFT, urinalysis and culture, blood cultures — three sets from separate sites before antibiotics, chest X-ray, Mantoux/IGRA, HIV, ANA, rheumatoid factor, blood film for malaria, ultrasound abdomen.
Stage 3: CECT chest, abdomen and pelvis; echocardiography (transoesophageal if endocarditis is suspected); bone marrow aspiration and biopsy with culture; biopsy of any accessible lesion; temporal artery biopsy in the elderly with raised ESR.
Stage 4: FDG PET-CT — the highest-yield modality for occult infection, lymphoma and large-vessel vasculitis, and increasingly used earlier in the pathway.
Avoid blind empirical antibiotics — they suppress cultures and obscure the diagnosis without curing it. Exceptions where empirical therapy is justified before diagnosis: neutropenic sepsis, suspected infective endocarditis with haemodynamic instability, and suspected tuberculous meningitis.
Prognosis
Around 10–20% remain undiagnosed; most of these have a benign self-limiting course and settle over months. A therapeutic trial of antitubercular therapy may be justified in India when TB is strongly suspected, with a defined plan to reassess response at 4–6 weeks.
Percentage breakdown of PUO aetiology and the modified qualifying criteria — confirm against a current Indian medicine text, as the proportions differ between Western and Indian series.
Definition
The acute phase response is a stereotyped systemic reaction to tissue injury, infection, infarction, trauma or immunological insult. Acute phase reactants are plasma proteins whose concentration changes by at least 25% during this response, driven mainly by IL-6, with IL-1 and TNF-α acting on hepatocytes.
| Positive Acute Phase Reactants (rise) | Negative Acute Phase Reactants (fall) |
|---|---|
| C-reactive protein, serum amyloid A | Albumin |
| Fibrinogen, haptoglobin | Transferrin |
| Ferritin, caeruloplasmin | Prealbumin (transthyretin) |
| Complement C3, C4; alpha-1 antitrypsin | Retinol-binding protein |
C-reactive Protein
CRP is a pentraxin synthesised by the liver under IL-6 stimulation. It is named for its ability to precipitate the C-polysaccharide of *Streptococcus pneumoniae*.
Functions: binds phosphocholine on damaged cells and microbial surfaces, activates the classical complement pathway, and opsonises for phagocytosis — a component of innate immunity.
Kinetics — the reason CRP is clinically useful:
- Begins to rise within 6 hours of the insult.
- Peaks at 48 hours.
- Half-life of about 19 hours, constant regardless of the underlying disease, so the level directly reflects ongoing inflammation.
- Falls rapidly once the stimulus is removed, making it an excellent monitor of treatment response.
| Feature | CRP | ESR |
|---|---|---|
| Response to inflammation | Rises within 6 h | Rises after 24–48 h |
| Return to normal | Within days | Weeks |
| Affected by anaemia/age/pregnancy | No | Yes |
| Affected by immunoglobulins/paraproteins | No | Yes (raised in myeloma) |
| Measures | Protein concentration directly | Rouleaux formation indirectly |
CRP > 100 mg/L strongly suggests bacterial infection; viral infections usually produce only modest rises. SLE is the classic exception — disease flares raise the ESR but CRP often stays normal. A high CRP in a lupus patient should make you look for infection or serositis, not simply assume a flare.
Clinical Uses of CRP
- Distinguishing bacterial from viral infection and supporting antibiotic decisions.
- Monitoring response in pneumonia, sepsis, infective endocarditis, septic arthritis and inflammatory bowel disease.
- Post-operative surveillance — a secondary rise after day 3 suggests a complication such as anastomotic leak.
- Severity scoring — part of assessment in acute pancreatitis (CRP > 150 mg/L at 48 hours indicates severe disease).
- hs-CRP (high-sensitivity CRP) for cardiovascular risk stratification: < 1 mg/L low risk, 1–3 mg/L intermediate, > 3 mg/L high risk.
Other Markers
- Procalcitonin — rises more specifically in bacterial infection and sepsis, within 3–4 hours; used to guide starting and, importantly, stopping antibiotics.
- Ferritin — an acute phase reactant, so a normal ferritin does not exclude iron deficiency in the presence of inflammation. Very high ferritin (> 10 000 ng/mL) suggests HLH, adult Still's disease or haemochromatosis.
- Serum amyloid A — persistent elevation leads to secondary (AA) amyloidosis in chronic inflammatory disease.
Limitations
CRP is sensitive but not specific — it rises in infection, infarction, malignancy, trauma, surgery and autoimmune disease alike. It cannot localise disease, may be normal in early infection or in liver failure (impaired synthesis), and should always be interpreted with the clinical picture rather than in isolation.
hs-CRP cardiovascular risk cut-offs and the pancreatitis CRP threshold — confirm against current cardiology and pancreatitis guidance.
Definition
Lymphadenopathy means nodes that are abnormal in size, consistency or number. A node is generally considered enlarged if > 1 cm (> 1.5 cm for inguinal, > 0.5 cm for epitrochlear). Generalised lymphadenopathy is enlargement of nodes in two or more non-contiguous regions, and always implies a systemic process, in contrast to localised lymphadenopathy which usually reflects drainage from a local lesion.
Causes
Infective
- Viral: EBV (infectious mononucleosis), CMV, HIV (persistent generalised lymphadenopathy), rubella, measles, dengue, hepatitis B.
- Bacterial: tuberculosis, brucellosis, secondary syphilis, typhoid, leptospirosis.
- Protozoal/fungal: toxoplasmosis, kala-azar, histoplasmosis.
Malignant
- Lymphoma — Hodgkin's (contiguous spread, Reed–Sternberg cells, alcohol-induced node pain) and non-Hodgkin's (non-contiguous, extranodal involvement).
- Leukaemia — especially chronic lymphocytic leukaemia and acute lymphoblastic leukaemia.
- Metastatic carcinoma (usually localised, but may be widespread late).
Autoimmune / inflammatory: SLE, rheumatoid arthritis (Felty's syndrome), adult-onset Still's disease, sarcoidosis, Sjögren's syndrome, dermatomyositis.
Drugs: phenytoin (pseudolymphoma), carbamazepine, allopurinol, hydralazine, sulphonamides.
Others: amyloidosis, Castleman's disease, Kikuchi's disease, storage disorders (Gaucher's, Niemann–Pick), hyperthyroidism.
The mnemonic for generalised lymphadenopathy causes is "HIV, TB, lymphoma, SLE, drugs" — cover these five in every answer. In India, tuberculosis and HIV together account for the majority of cases.
Clinical Evaluation
History:
- duration and rate of growth
- fever, night sweats, weight loss (B symptoms)
- sore throat
- pruritus
- sexual history and risk factors for HIV
- contact with TB
- animal and travel exposure
- drug intake
- occupational exposure.
Examination — features that discriminate:
| Feature | Benign / Reactive | Malignant |
|---|---|---|
| Consistency | Soft, tender | Hard, rubbery (lymphoma), stony hard (carcinoma) |
| Mobility | Mobile | Matted, fixed to skin or deep structures |
| Tenderness | Usually tender | Usually painless |
| Growth | Rapid then regressing | Progressive, relentless |
| Size | Usually < 2 cm | > 2 cm and enlarging |
| Site | Any | Supraclavicular (Virchow's node) is malignant until proved otherwise |
Also examine the liver and spleen, Waldeyer's ring, skin (rash of SLE, dermatitis), and look for pallor and petechiae suggesting marrow involvement.
Investigations
- CBC with peripheral smear — atypical lymphocytes (EBV), lymphocytosis with smudge cells (CLL), blasts (acute leukaemia), pancytopenia (marrow infiltration).
- ESR, CRP, LDH — LDH is a prognostic marker in lymphoma.
- Serology: monospot/EBV, HIV ELISA, VDRL, toxoplasma, CMV.
- Mantoux/IGRA, sputum for AFB, CBNAAT if TB suspected.
- Chest X-ray for hilar and mediastinal nodes (lymphoma, TB, sarcoidosis); CECT neck/chest/abdomen/pelvis for staging.
- ANA and anti-dsDNA if connective tissue disease suspected; serum ACE in sarcoidosis.
- Excisional lymph node biopsy — the definitive investigation. Choose the largest, most abnormal node, preferably supraclavicular or cervical; avoid inguinal nodes, which frequently show non-specific reactive change.
- Bone marrow aspiration and biopsy for staging and for marrow infiltration.
- PET-CT for lymphoma staging and response assessment.
FNAC is inadequate for diagnosing lymphoma because nodal architecture is essential for classification. FNAC is acceptable for suspected tuberculosis (with AFB stain and CBNAAT on the aspirate) or metastatic carcinoma. Always write excisional biopsy for lymphoma.
Definition
Gene therapy is the introduction, alteration, silencing or repair of genetic material within a patient's cells in order to treat or prevent disease. Rather than treating the downstream biochemical consequence, it targets the genetic defect itself.
Types
| Basis | Types | Comment |
|---|---|---|
| Target cell | Somatic — affects only the treated individual | The only form ethically and legally permitted |
| Germline — alters gametes, heritable | Banned worldwide on ethical grounds | |
| Site | In vivo — vector infused directly into the patient | e.g. AAV for haemophilia, Luxturna injected subretinally |
| Ex vivo — cells removed, modified, re-infused | e.g. CAR-T cells, haematopoietic stem cell therapy for thalassaemia | |
| Strategy | Gene augmentation (add a working copy) | For loss-of-function disorders |
| Gene silencing (siRNA, antisense oligonucleotide) | For toxic gain-of-function | |
| Gene editing (CRISPR-Cas9, ZFN, TALEN) | Precise correction at the genomic locus |
Vectors
- Adeno-associated virus (AAV): non-integrating, low immunogenicity, long-lasting expression in non-dividing tissue (liver, retina, neurons). Limited by small packaging capacity and by pre-existing neutralising antibodies in much of the population.
- Lentivirus: integrates into the genome, transduces non-dividing cells, gives permanent expression in stem cells — used ex vivo for haemoglobinopathies and CAR-T.
- Retrovirus: integrates but requires dividing cells; historically associated with insertional mutagenesis and leukaemia.
- Adenovirus: high transduction efficiency but strongly immunogenic and transient; now used mainly for oncolytic and vaccine purposes.
- Non-viral: liposomes, naked plasmid DNA, electroporation, and lipid nanoparticle-delivered mRNA — safer and cheaper, but with lower and shorter-lived expression.
Clinical Applications
- Spinal muscular atrophy — onasemnogene abeparvovec (Zolgensma), an AAV9 vector delivering SMN1 as a single intravenous infusion.
- Inherited retinal dystrophy (RPE65 mutation) — voretigene neparvovec (Luxturna), given subretinally.
- Haemophilia B — etranacogene dezaparvovec (Hemgenix), AAV5 delivering a gain-of-function factor IX Padua variant to hepatocytes.
- Haemophilia A — valoctocogene roxaparvovec (Roctavian), AAV5 delivering a truncated factor VIII gene.
- Sickle cell disease and beta-thalassaemia — exagamglogene autotemcel (Casgevy), the first approved CRISPR-based therapy, which edits *BCL11A* to reactivate fetal haemoglobin; and lovotibeglogene autotemcel (Lyfgenia) and betibeglogene autotemcel (Zynteglo), lentiviral approaches.
- Haematological malignancy — CAR-T cell therapy (tisagenlecleucel, axicabtagene ciloleucel) targeting CD19 in B-cell ALL and lymphoma, and BCMA in multiple myeloma.
- Adenosine deaminase-deficient SCID — the historical first success of gene therapy.
Casgevy is the landmark answer — the first CRISPR-Cas9 gene-editing therapy approved for clinical use, for sickle cell disease and transfusion-dependent beta-thalassaemia. Both conditions are common in India, which makes this highly relevant to Indian practice.
Complications & Limitations
- Insertional mutagenesis — vector integration near a proto-oncogene causing leukaemia (seen historically with retroviral therapy for X-linked SCID).
- Immune reaction to the vector — hepatotoxicity with AAV, requiring steroid cover; fatal systemic inflammatory response has occurred at high vector doses.
- Cytokine release syndrome and neurotoxicity (ICANS) after CAR-T therapy — managed with tocilizumab and corticosteroids.
- Off-target editing with CRISPR.
- Transient expression requiring repeat dosing, which is limited by neutralising antibodies.
- Extreme cost — single-dose therapies are priced in millions of dollars, raising serious questions of equity and access, particularly for Indian patients.
Ethical & Regulatory Issues
Germline modification is prohibited. Concerns include informed consent, long-term follow-up (regulators require up to 15 years), the distinction between therapy and enhancement, and equitable access. In India, gene therapy research is governed by the ICMR–DBT National Guidelines for Gene Therapy Product Development and Clinical Trials (2019).
Approved product list and indications change frequently — reconfirm before publication. Casgevy, Lyfgenia, Hemgenix, Roctavian, Zolgensma and Luxturna were approved as described at the time of writing; check for newer approvals and for Indian regulatory status (CDSCO), which differs from FDA status.
Definition
Tumour markers are substances produced by tumour cells, or by the host in response to a tumour, which can be measured in blood, urine or tissue and used to support diagnosis, assess prognosis, monitor treatment and detect recurrence. They may be oncofetal antigens, hormones, enzymes, glycoproteins or receptors.
Properties of an Ideal Tumour Marker
High sensitivity and specificity, produced only by malignant tissue, organ-specific, level proportional to tumour burden, detectable at an early stage, cheap and reproducible. No existing marker fulfils all these criteria — which is the key limitation to state in any answer.
Important Tumour Markers
| Marker | Principal Malignancy | Other Causes of Elevation |
|---|---|---|
| AFP (alpha-fetoprotein) | Hepatocellular carcinoma; non-seminomatous germ cell tumour | Cirrhosis, hepatitis, pregnancy, neural tube defects |
| CEA (carcinoembryonic antigen) | Colorectal carcinoma | Smoking, pancreatitis, IBD, cirrhosis, gastric and breast cancer |
| CA 19-9 | Pancreatic carcinoma; cholangiocarcinoma | Cholangitis, obstructive jaundice, pancreatitis |
| CA 125 | Epithelial ovarian carcinoma | Endometriosis, pelvic inflammatory disease, cirrhosis with ascites, menstruation, pregnancy, TB peritonitis |
| CA 15-3 / CA 27.29 | Breast carcinoma (monitoring) | Benign breast disease, liver disease |
| PSA (prostate-specific antigen) | Carcinoma prostate | Benign prostatic hyperplasia, prostatitis, catheterisation, digital rectal examination, cycling |
| beta-hCG | Choriocarcinoma, gestational trophoblastic disease, germ cell tumour | Pregnancy, hypogonadism |
| Calcitonin | Medullary carcinoma thyroid | Renal failure, MEN 2 screening |
| Thyroglobulin | Differentiated (papillary/follicular) thyroid carcinoma — follow-up | Thyroiditis, Graves' disease |
| LDH | Lymphoma, germ cell tumour (prognostic) | Haemolysis, hepatitis, myocardial infarction |
| Chromogranin A | Neuroendocrine tumours, carcinoid | Proton pump inhibitor use, renal failure |
| Urinary 5-HIAA | Carcinoid syndrome | Banana, pineapple, walnut ingestion |
| Beta-2 microglobulin | Multiple myeloma (prognostic, part of ISS staging) | Renal failure, lymphoma |
| Urinary VMA / metanephrines | Phaeochromocytoma, neuroblastoma | Stress, certain drugs and foods |
Clinical Uses
- Screening: very limited, because of poor specificity. Accepted uses are AFP with ultrasound for surveillance of cirrhotic patients for hepatocellular carcinoma, and calcitonin screening in MEN 2 families. PSA screening remains controversial and is offered only after discussion of risks and benefits.
- Diagnosis: supportive but rarely diagnostic alone — histopathology remains the gold standard. An exception is HCC, which may be diagnosed on characteristic imaging with a markedly raised AFP in a cirrhotic liver.
- Prognosis and staging: LDH and beta-2 microglobulin in lymphoma and myeloma; AFP, hCG and LDH determine risk group in germ cell tumours.
- Monitoring treatment response: the strongest use — a falling level indicates response, and the rate of fall (e.g. hCG half-life in germ cell tumour) predicts outcome.
- Detecting recurrence: a rising marker often precedes clinical or radiological relapse by months, as with CEA after colorectal resection and thyroglobulin after thyroidectomy.
The single most important line to write is that tumour markers are used mainly for MONITORING, not for screening or diagnosis, because both false positives (benign disease) and false negatives (poorly differentiated tumours that fail to secrete) are common.
Limitations
Elevated levels occur in many benign conditions; normal levels do not exclude malignancy; results vary between assay platforms, so serial measurements should use the same laboratory; and the hook effect may give falsely low readings when marker concentration is extremely high, as with hCG in choriocarcinoma.
Natural Killer Cells — Definition
NK cells are large granular lymphocytes of the innate immune system, derived from the common lymphoid progenitor in the bone marrow. They constitute 5–15% of circulating lymphocytes and, unlike T and B lymphocytes, act without prior sensitisation and without antigen-specific receptors or MHC restriction.
Surface markers: CD16 positive, CD56 positive, CD3 negative — the CD3-negative status distinguishes them from T lymphocytes.
Mechanism of Action
- "Missing self" hypothesis: NK cells carry inhibitory killer immunoglobulin-like receptors (KIRs) that recognise MHC class I on normal cells and deliver a switch-off signal. Virus-infected and tumour cells down-regulate MHC class I to escape cytotoxic T cells, thereby removing this inhibition — and are killed by NK cells instead. This complementarity is the central concept to state.
- Killing mechanisms: release of perforin (which polymerises to form pores in the target membrane) and granzymes (which enter and activate caspases, triggering apoptosis); and Fas–FasL interaction.
- Antibody-dependent cellular cytotoxicity (ADCC): the CD16 (FcγRIII) receptor binds the Fc portion of IgG coating a target cell, directing NK-mediated lysis. This is the mechanism underlying the action of rituximab and trastuzumab.
- Cytokine production: NK cells secrete interferon-gamma, activating macrophages and shaping the Th1 response.
Clinical relevance: deficiency predisposes to severe herpesvirus infections; NK cells mediate graft-versus-leukaemia effect after transplantation; NK/T-cell lymphoma is an EBV-associated malignancy; and CAR-NK cells are under development as an "off-the-shelf" alternative to CAR-T.
Tumour Necrosis Factor Alpha — Definition
TNF-α is a pro-inflammatory cytokine produced chiefly by activated macrophages, and also by T cells, NK cells and mast cells, in response to lipopolysaccharide and other microbial products. It was named for its ability to cause haemorrhagic necrosis of tumours.
Actions
- Local: vasodilatation, increased vascular permeability, up-regulation of adhesion molecules and neutrophil recruitment — the cardinal signs of inflammation.
- Systemic: acts on the hypothalamus to cause fever; on the liver to induce acute phase proteins including CRP; on the bone marrow to mobilise leucocytes.
- Metabolic: suppresses appetite and increases catabolism, producing the cachexia of chronic infection and malignancy (TNF's original name was cachectin).
- At high concentration: myocardial depression, systemic vasodilatation, disseminated intravascular coagulation and septic shock.
Role in Disease & Therapeutic Blockade
TNF-α is central to rheumatoid arthritis, ankylosing spondylitis, psoriasis and psoriatic arthritis, and inflammatory bowel disease. Blocking it is one of the major therapeutic advances in modern medicine.
Anti-TNF agents: infliximab (chimeric monoclonal antibody), adalimumab (fully human antibody), etanercept (soluble receptor fusion protein), golimumab and certolizumab.
All patients must be screened for latent tuberculosis and hepatitis B before starting anti-TNF therapy. TNF-α is essential for maintaining granuloma integrity, so blockade causes reactivation of latent TB, often in disseminated or extrapulmonary form. Screen with Mantoux or IGRA plus chest X-ray, and treat latent infection before starting.
Other adverse effects include serious bacterial and fungal infection, reactivation of hepatitis B, demyelinating disease, drug-induced lupus, worsening of heart failure, and a possible increase in lymphoma risk.
Definition & Genetics
Klinefelter's syndrome is the commonest sex chromosome aneuploidy and the commonest genetic cause of male hypogonadism and infertility, with a karyotype of 47,XXY in about 80–90% of cases. Variants include mosaicism (46,XY/47,XXY), which produces a milder phenotype, and higher-grade aneuploidies (48,XXXY; 49,XXXXY) with more severe features.
Incidence is approximately 1 in 500 to 1 in 1 000 live male births, though the majority remain undiagnosed. It results from non-disjunction during meiosis, in either parent, and the risk rises with advanced maternal age.
Pathophysiology
The extra X chromosome causes progressive hyalinisation and fibrosis of the seminiferous tubules with Leydig cell dysfunction. The result is primary (hypergonadotropic) hypogonadism — the testes fail, so testosterone falls and, through loss of negative feedback, FSH and LH rise. Impaired testosterone with relatively preserved oestrogen leads to gynaecomastia and eunuchoid proportions.
Clinical Features
- Tall stature with eunuchoid body proportions — arm span exceeds height, and the lower segment exceeds the upper segment, because epiphyseal closure is delayed by androgen deficiency.
- Small, firm testes (< 3 mL volume) — the most consistent physical sign, present in almost all cases.
- Gynaecomastia in about one-third.
- Azoospermia and infertility — often the presenting complaint in adult life.
- Sparse facial, axillary and pubic hair; female pattern of pubic hair distribution; reduced muscle bulk; poor libido and erectile dysfunction.
- Learning difficulties, particularly with language and verbal IQ, with normal or mildly reduced overall intelligence; behavioural and psychosocial problems.
- Osteoporosis from long-standing androgen deficiency.
| Investigation | Finding |
|---|---|
| Karyotype | 47,XXY — confirmatory |
| Serum testosterone | Low or low-normal |
| FSH and LH | Markedly elevated (hypergonadotropic) |
| Oestradiol | Normal or raised (relatively increased) |
| Semen analysis | Azoospermia or severe oligospermia |
| Buccal smear | Barr body positive (an X chromosome is inactivated) |
| Testicular biopsy | Seminiferous tubule hyalinisation, Leydig cell hyperplasia |
| DEXA scan | Reduced bone mineral density |
Klinefelter's is hypergonadotropic (primary) hypogonadism — high FSH/LH with low testosterone. Contrast with Kallmann syndrome, which is hypogonadotropic (secondary) — low FSH/LH with low testosterone, plus anosmia. Examiners frequently ask you to distinguish these two.
Associated Complications
Increased risk of male breast carcinoma (20–50 times that of normal males), extragonadal germ cell tumours (mediastinal), type 2 diabetes and metabolic syndrome, autoimmune disease (SLE, Sjögren's), venous thromboembolism, varicose veins and chronic lung disease.
Management
- Testosterone replacement therapy, started around puberty — by intramuscular depot injection, transdermal gel or patch. It improves secondary sexual characteristics, muscle mass, bone density, libido, mood and energy, but does not restore fertility.
- Fertility management: testicular sperm extraction (TESE), particularly micro-TESE, combined with ICSI retrieves sperm in a substantial minority, allowing biological fatherhood. Sperm retrieval rates are better if performed in adolescence or early adulthood, before complete tubular fibrosis.
- Mastectomy for cosmetically or psychologically significant gynaecomastia, which also removes breast cancer risk.
- Speech therapy and educational support in childhood.
- Monitor bone density, glucose, lipids and haematocrit (testosterone raises haematocrit); genetic counselling for the family.
Testosterone preparation choices and micro-TESE success rates — confirm against current endocrine society guidance before publication.
Definition & Anatomy
Carpal tunnel syndrome is a compressive (entrapment) neuropathy of the median nerve as it passes through the carpal tunnel at the wrist. It is the commonest entrapment neuropathy, affecting women three times more often than men, typically between 40 and 60 years.
The carpal tunnel is bounded by the carpal bones posteriorly and laterally and by the flexor retinaculum (transverse carpal ligament) anteriorly. It transmits ten structures: the median nerve, four tendons of flexor digitorum superficialis, four of flexor digitorum profundus, and the tendon of flexor pollicis longus. Because the tunnel is rigid, any increase in its contents or reduction in its dimensions compresses the most vulnerable structure — the median nerve.
Causes
MEDIAN TRAP — causes of carpal tunnel syndrome
M = Myxoedema (hypothyroidism)
E = oEdema of pregnancy; obesity
D = Diabetes mellitus
I = Idiopathic — the commonest, related to repetitive wrist use
A = Acromegaly
N = Neoplasm; ganglion; lipoma in the tunnel
T = Trauma — Colles' fracture, lunate dislocation
R = Rheumatoid arthritis (tenosynovitis)
A = Amyloidosis — including dialysis-related beta-2 microglobulin amyloid
P = Pregnancy and oral contraceptive use
Clinical Features
- Pain, tingling and numbness in the median nerve distribution — the thumb, index, middle and radial half of the ring finger.
- Characteristically worse at night, waking the patient, who obtains relief by shaking or hanging the hand over the edge of the bed (the "flick sign").
- Pain may radiate proximally to the forearm and even the shoulder, which misleads the unwary into diagnosing cervical radiculopathy.
- Clumsiness and weakness of grip, with difficulty buttoning clothes or holding small objects.
- Late signs: wasting of the thenar eminence (abductor pollicis brevis, opponens pollicis, flexor pollicis brevis) and weakness of thumb abduction and opposition.
Sensation over the thenar eminence is preserved in carpal tunnel syndrome. The palmar cutaneous branch of the median nerve arises proximal to the flexor retinaculum and passes superficial to it, escaping compression. This single point distinguishes carpal tunnel syndrome from a proximal median nerve lesion — a classic viva question.
Clinical Tests
| Test | Method | Positive Result |
|---|---|---|
| Tinel's sign | Percussion over the flexor retinaculum | Tingling radiating into median distribution |
| Phalen's test | Wrist held in forced flexion for 60 seconds | Reproduction of paraesthesia |
| Reverse Phalen's | Wrist held in forced extension | Reproduction of symptoms |
| Durkan's carpal compression | Direct thumb pressure over the tunnel for 30 seconds | Symptoms reproduced — most sensitive |
Investigations
- Nerve conduction studies and electromyography — the confirmatory investigation, showing prolonged distal motor and sensory latency across the wrist with slowed conduction velocity; EMG shows denervation of abductor pollicis brevis in severe cases.
- Ultrasound or MRI of the wrist demonstrates nerve swelling proximal to the tunnel and identifies space-occupying lesions.
- Investigate the underlying cause: thyroid function tests, fasting glucose and HbA1c, rheumatoid factor, and growth hormone/IGF-1 if acromegaly is suspected.
Management
Conservative (mild to moderate disease):
- Neutral wrist splint worn at night — first-line and often sufficient.
- Activity modification and ergonomic correction of wrist posture.
- Treat the underlying cause — thyroxine in hypothyroidism, glycaemic control in diabetes. Pregnancy-related cases usually resolve spontaneously after delivery.
- NSAIDs for symptom relief; local corticosteroid injection into the carpal tunnel gives useful short- to medium-term relief.
Surgical (severe, persistent or with thenar wasting):
- Surgical decompression by division of the flexor retinaculum, performed open or endoscopically. Indicated for failure of conservative treatment, thenar wasting, or severe abnormality on nerve conduction studies. Results are good, though recovery of wasted muscle may be incomplete if surgery is delayed.
Corticosteroid injection dose and the specific electrodiagnostic thresholds for severity grading — confirm against a current orthopaedic or neurology reference.
Definition
Palliative care, as defined by the WHO, is an approach that improves the quality of life of patients and their families facing life-threatening illness, through prevention and relief of suffering by early identification, impeccable assessment and treatment of pain and other physical, psychosocial and spiritual problems.
Terminal care is the component of palliative care delivered in the last days to weeks of life, when the goal shifts entirely from prolonging life to ensuring comfort and dignity in dying.
Principles (WHO)
- Provides relief from pain and other distressing symptoms.
- Affirms life and regards dying as a normal process.
- Neither hastens nor postpones death — this distinguishes palliative care from euthanasia.
- Integrates the psychological and spiritual aspects of care.
- Offers a support system to help patients live as actively as possible until death.
- Supports the family during the illness and in bereavement.
- Uses a multidisciplinary team — physician, nurse, counsellor, physiotherapist, social worker, chaplain.
- Is applicable early in the course of illness, alongside disease-modifying therapy such as chemotherapy — not only at the end.
Symptom Control
Pain — the commonest and most feared symptom. Managed by the WHO analgesic ladder:
- Step 1: non-opioid — paracetamol, NSAIDs, with or without an adjuvant.
- Step 2: weak opioid — tramadol, codeine — with or without non-opioid and adjuvant.
- Step 3: strong opioid — morphine, fentanyl, buprenorphine — with or without non-opioid and adjuvant.
Principles of opioid use: give by mouth, by the clock (regularly, not as required), by the ladder, for the individual, with attention to detail. Prescribe a breakthrough (rescue) dose of about one-sixth of the total daily dose. Always co-prescribe a laxative, since opioid-induced constipation does not develop tolerance. Nausea is common initially and usually settles within a week.
Adjuvants: amitriptyline, gabapentin or pregabalin for neuropathic pain; corticosteroids for raised intracranial pressure and nerve compression; bisphosphonates and radiotherapy for bone metastases.
| Symptom | Management |
|---|---|
| Breathlessness | Low-dose oral morphine, fan to the face, positioning, oxygen only if hypoxic, benzodiazepine for associated anxiety |
| Nausea & vomiting | Metoclopramide (gastric stasis), haloperidol (chemical/opioid), cyclizine (raised ICP), ondansetron (chemotherapy) |
| Constipation | Stimulant plus softener laxatives, prophylactically with every opioid |
| Excessive secretions ("death rattle") | Repositioning, hyoscine butylbromide; explain to family that it does not distress the patient |
| Anorexia & cachexia | Small frequent meals; corticosteroids may improve appetite; artificial feeding rarely helps at the very end |
| Delirium/terminal restlessness | Identify reversible causes; haloperidol, midazolam for refractory agitation |
There is no maximum dose of morphine in palliative care. The correct dose is the dose that controls pain without unacceptable side effects, titrated upwards as required. Fear of respiratory depression and addiction leads to systematic under-treatment of cancer pain — a major problem in India, where opioid availability is already limited.
Communication
Breaking bad news should follow a structured approach such as SPIKES: Setting, Perception, Invitation, Knowledge, Empathy, Summary and strategy. Give information at the patient's pace, allow silence, avoid jargon and false reassurance, and check understanding. Discuss goals of care and advance directives while the patient can participate.
End-of-life Care & Ethics
Recognise dying; stop non-essential drugs and investigations; convert essential medication to the subcutaneous route; anticipate and prescribe in advance for pain, breathlessness, secretions and agitation. Address the family's needs and provide bereavement support.
Ethical principles include autonomy, beneficence, non-maleficence and the doctrine of double effect — a drug given with the intention of relieving suffering is acceptable even if it may incidentally shorten life. Withholding and withdrawing futile treatment is legally and ethically distinct from euthanasia, which remains illegal in India, though the Supreme Court has recognised passive euthanasia and advance directives (living wills) under strict safeguards.
Indian legal position on advance directives and passive euthanasia has been modified by subsequent Supreme Court orders — confirm the current position before publication. Also confirm current NDPS Act provisions on morphine availability.
Definition & Mechanism
Methotrexate (MTX) is a folate antimetabolite and the anchor drug of rheumatology. It competitively inhibits dihydrofolate reductase (DHFR), blocking the conversion of dihydrofolate to tetrahydrofolate, the carrier of one-carbon units required for thymidylate and purine synthesis. The result is impaired DNA synthesis, affecting rapidly dividing cells — malignant cells, and cells of the marrow, gut mucosa and skin.
Two distinct mechanisms by dose — a key examination point:
- High dose (oncology): cytotoxic, through DHFR inhibition and arrest of DNA synthesis.
- Low dose, once weekly (rheumatology and dermatology): anti-inflammatory and immunomodulatory, mediated largely by increased adenosine release, together with inhibition of lymphocyte proliferation and reduced cytokine production. This is why low-dose MTX is not simply "mild chemotherapy".
Indications
| Speciality | Indications |
|---|---|
| Rheumatology | Rheumatoid arthritis (first-line, anchor DMARD), psoriatic arthritis, juvenile idiopathic arthritis, SLE, dermatomyositis, vasculitis, sarcoidosis |
| Dermatology | Psoriasis, especially extensive or erythrodermic disease |
| Oncology | Acute lymphoblastic leukaemia (intrathecal for CNS prophylaxis), non-Hodgkin's lymphoma, osteosarcoma, choriocarcinoma (highly sensitive — curable with MTX alone), breast and bladder carcinoma |
| Gastroenterology | Crohn's disease (maintenance of remission) |
| Obstetrics | Ectopic pregnancy — medical management; molar pregnancy |
Dosing Principles
In rheumatology and dermatology, MTX is given once weekly — typically starting at 7.5–15 mg weekly and titrating upwards. Folic acid 5 mg weekly, given on a different day from the methotrexate, markedly reduces mucositis, nausea and hepatotoxicity without reducing efficacy.
Methotrexate is a WEEKLY drug. Accidental daily administration is a well-recognised and frequently fatal prescribing error, producing severe mucositis, pancytopenia and multi-organ failure. Write the day of the week on the prescription and counsel the patient explicitly.
Adverse Effects
- Hepatotoxicity — the most important long-term risk: transaminitis progressing to steatosis, fibrosis and cirrhosis. Avoid alcohol; monitor LFTs.
- Myelosuppression — leucopenia, thrombocytopenia, macrocytic anaemia; risk increased by renal impairment and drug interactions.
- Mucositis and stomatitis — painful oral ulceration, an early sign of toxicity; largely preventable with folic acid.
- Pulmonary toxicity — methotrexate pneumonitis, presenting with dry cough, dyspnoea and fever with ground-glass change on HRCT. It is idiosyncratic, may occur at any dose, and requires permanent discontinuation plus corticosteroids.
- Nephrotoxicity — MTX is renally excreted and crystallises in the tubules at high dose.
- Teratogenicity — an absolute contraindication in pregnancy; causes neural tube defects and fetal loss. Effective contraception is required, and the drug should be stopped for at least 3 months before conception.
- Others: alopecia, photosensitivity, accelerated rheumatoid nodulosis, and increased infection risk.
Monitoring
Baseline: CBC, LFT, renal function, chest X-ray, hepatitis B and C serology, and pregnancy test. During therapy: CBC, LFT and creatinine every 2–4 weeks initially, then every 2–3 months once stable.
Withhold the drug if: neutrophils fall below 1.5 × 10⁹/L, platelets below 100 × 10⁹/L, transaminases exceed three times the upper limit of normal, or new breathlessness or cough develops.
Folinic Acid Rescue
After high-dose methotrexate in oncology, folinic acid (leucovorin, a reduced folate that bypasses the DHFR block) is given 24 hours later to rescue normal cells while tumour cells remain affected. It is accompanied by vigorous hydration and urinary alkalinisation to prevent tubular crystallisation, and by serum methotrexate level monitoring to guide the duration of rescue. Glucarpidase is available for severe toxicity with renal failure.
Drug Interactions & Contraindications
NSAIDs, trimethoprim/co-trimoxazole, probenecid, penicillins and proton pump inhibitors reduce renal clearance or add antifolate effect, raising toxicity. Co-trimoxazole with methotrexate is a classic cause of fatal pancytopenia. Contraindications include pregnancy and breastfeeding, significant renal or hepatic impairment, active infection, marrow failure and heavy alcohol intake.
Starting doses, monitoring intervals and the neutrophil/platelet withholding thresholds vary between references — confirm against current rheumatology guidance before publication.