DOI: 10.26820/recimundo/9.(2).abril.2025.361-386
URL: https://recimundo.com/index.php/es/article/view/2652
EDITORIAL: Saberes del Conocimiento
REVISTA: RECIMUNDO
ISSN: 2588-073X
TIPO DE INVESTIGACIÓN: Artículo de revisión
CÓDIGO UNESCO: 32 Ciencias Médicas
PAGINAS: 361-386
Optimization of regional anesthesia in orthopedic surgery:
Benets in postoperative pain management
Optimización de la anestesia regional en cirugía ortopédica: beneficios
en el tratamiento del dolor postoperatorio
Otimização da anestesia regional em cirurgia ortopédica: benefícios no
tratamento da dor pós-operatória
Danny Sebastián Acuña Meza1; Pablo Xavier Anda Suárez2; Giovanni Joel Estrada Segura3;
Katia Alexandra Acosta Pastrano4
RECIBIDO: 10/03/2025 ACEPTADO: 19/04/2025 PUBLICADO: 03/06/2025
1. Médico Cirujano; Prep. Student in Center Kaplan Medical; New Jersey, Estados Unidos; acuadanny@
gmail.com; https://orcid.org/0009-0008-5336-7734
2. Médico Cirujano; Residente en la Clínica Novocorpo; Quito, Ecuador; pabloxavieranda@gmail.com;
https://orcid.org/0009-0007-6320-6099
3. Médico; Investigador Independiente; Quito, Ecuador; gjoelestrada.s@gmail.com; https://orcid.
org/0009-0005-7036-8454
4. Médica Cirujana; Investigadora Independiente; Quito, Ecuador; kacostapastrano@gmail.com; https://
orcid.org/0009-0007-7245-2443
CORRESPONDENCIA
Danny Sebastián Acuña Meza
acuadanny@gmail.com
New Jersey, Estados Unidos
© RECIMUNDO; Editorial Saberes del Conocimiento, 2025
ABSTRACT
One of the most noble medical procedures from a humanitarian standpoint is anesthesia. It offers the advantage of temporarily blocking
the brain's response to painful stimuli. This action allows the surgeon to carry out their work smoothly and the patient to feel no pain,
benefiting both parties. To explore the optimization of regional anesthesia in orthopedic surgery and its benefits in postoperative pain
management, a comprehensive literature review was conducted. This review encompassed original articles, reviews, and meta-analyses
published primarily in English and Spanish from. Relevant studies were identified through systematic searches in the Cochrane Library,
EMBASE, and LILACS databases, employing a combination of controlled descriptors and free-text terms. Modern regional anesthesia
(RA) techniques, such as ultrasound-guided blocks and continuous catheters, significantly improve postoperative pain management in
orthopedic surgery compared to general anesthesia and traditional systemic analgesia. Ultrasound guidance enhances precision and
safety, leading to effective, localized pain control, reduced opioid use and side effects, faster recovery, and increased patient satisfaction.
Continuous catheters prolong these benefits, offering sustained and adjustable pain relief, facilitating rehabilitation, potentially decreasing
chronic pain and shortening hospital stays. Although requiring specialized training and protocols, the strong evidence supports the value
of these RA techniques in optimizing postoperative pain management and potentially improving healthcare costs and long-term outco-
mes, making their integration a priority in contemporary orthopedic practice.
Keywords: Anesthesia, Orthopedic, Pain, Postoperative.
RESUMEN
Uno de los procedimientos médicos más nobles desde el punto de vista humanitario es la anestesia. Ofrece la ventaja de bloquear
temporalmente la respuesta del cerebro a los estímulos dolorosos. Esta acción permite al cirujano realizar su trabajo con fluidez y al pa-
ciente no sentir dolor, lo que beneficia a ambas partes. Para explorar la optimización de la anestesia regional en la cirugía ortopédica y
sus beneficios en el manejo del dolor postoperatorio, se llevó a cabo una revisión bibliográfica exhaustiva. Esta revisión abarcó artículos
originales, revisiones y metaanálisis publicados principalmente en inglés y español. Los estudios relevantes se identificaron mediante
búsquedas sistemáticas en las bases de datos Cochrane Library, EMBASE y LILACS, empleando una combinación de descriptores
controlados y términos de texto libre. Las técnicas modernas de anestesia regional (AR), como los bloqueos guiados por ecografía y los
catéteres continuos, mejoran significativamente el tratamiento del dolor postoperatorio en la cirugía ortopédica en comparación con la
anestesia general y la analgesia sistémica tradicional. La guía ecográfica mejora la precisión y la seguridad, lo que conduce a un control
eficaz y localizado del dolor, una reducción del uso de opioides y de los efectos secundarios, una recuperación más rápida y una mayor
satisfacción del paciente. Los catéteres continuos prolongan estos beneficios, ya que ofrecen un alivio del dolor sostenido y ajustable,
facilitan la rehabilitación, pueden reducir el dolor crónico y acortar la estancia hospitalaria. Aunque requieren formación y protocolos
especializados, las sólidas pruebas respaldan el valor de estas técnicas de AR para optimizar el tratamiento del dolor postoperatorio y
mejorar potencialmente los costes sanitarios y los resultados a largo plazo, lo que hace que su integración sea una prioridad en la prác-
tica ortopédica contemporánea.
Palabras clave: Anestesia, Ortopedia, Dolor, Postoperatorio.
RESUMO
Um dos procedimentos médicos mais nobres do ponto de vista humanitário é a anestesia. Ela oferece a vantagem de bloquear tempora-
riamente a resposta do cérebro aos estímulos dolorosos. Esta ação permite que o cirurgião realize o seu trabalho sem problemas e que o
paciente não sinta dor, beneficiando ambas as partes. Para explorar a otimização da anestesia regional em cirurgia ortopédica e os seus
benefícios no controlo da dor pós-operatória, foi realizada uma revisão exaustiva da literatura. Esta revisão englobou artigos originais, re-
visões e meta-análises publicados principalmente em inglês e espanhol. Os estudos relevantes foram identificados através de pesquisas
sistemáticas nas bases de dados Cochrane Library, EMBASE e LILACS, empregando uma combinação de descritores controlados e termos
de texto livre. Técnicas modernas de anestesia regional (AR), como bloqueios guiados por ultrassom e cateteres contínuos, melhoram
significativamente o controle da dor pós-operatória em cirurgia ortopédica em comparação com a anestesia geral e a analgesia sistêmica
tradicional. A orientação por ultrassom aumenta a precisão e a segurança, levando a um controle eficaz e localizado da dor, redução do uso
de opióides e dos efeitos colaterais, recuperação mais rápida e maior satisfação do paciente. Os cateteres contínuos prolongam estes bene-
fícios, oferecendo um alívio sustentado e ajustável da dor, facilitando a reabilitação, diminuindo potencialmente a dor crónica e encurtando
os períodos de internamento hospitalar. Embora exija treino e protocolos especializados, a forte evidência apoia o valor destas técnicas de
AR na otimização da gestão da dor pós-operatória e na potencial melhoria dos custos dos cuidados de saúde e dos resultados a longo
prazo, tornando a sua integração uma prioridade na prática ortopédica contemporânea.
Palavras-chave: Anestesia Ortopédica, Dor Pós-Operatória.
363
RECIMUNDO VOL. 9 N°2 (2025)
Introduction
One of the most noble medical procedures
from a humanitarian standpoint is anesthe-
sia. It offers the advantage of temporarily
blocking the brain's response to painful sti-
muli. This action allows the surgeon to carry
out their work smoothly and the patient to
feel no pain, benefiting both parties. When
discussing anesthesia, it is convenient to
consider an anatomical structure of vital in-
terest: the vertebral column. Its importance
lies in the protection it offers to the spinal
cord and the nerve roots that originate from
it. These structures are the target of the tech-
niques used to administer anesthetic drugs.
Among the types of anesthesia most used
in practice are general anesthesia, epidu-
ral anesthesia, spinal anesthesia, and local
anesthesia (1).
Pain is part of the human body as a warning
to protect it, thereby triggering a series of
reactions to limit damage. The International
Association for the Study of Pain (IASP) has
defined pain as “an unpleasant sensory and
emotional experience associated with actual
or potential tissue damage, or described in
terms of such damage” (2).
The use of Regional Anesthesia is increasin-
gly involved in the anesthetic and especially
analgesic management of various orthope-
dic procedures. During the surgical proce-
dure, very intense pain occurs in response
to direct or indirect aggression caused by
the surgical act, including the surgical tech-
nique, as well as the anesthetic technique,
inadequate postures, muscle contractures,
and influences important negative repercus-
sions such as physical condition, causing
generalized hemodynamic and neuroendo-
crine responses, in addition to affecting the
emotional and economic state of the patient
and medical institutions (3).
One of the most effective techniques for con-
trolling postoperative pain is the use of anal-
gesics via spinal administration, especially
when chronic pain occurs in the first hours.
It is mainly indicated in major surgery of the
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
thorax, upper abdomen, and major orthope-
dic surgery. For these, a variety of techniques
are used to manage severe postoperative
pain, which include the use of the neuroaxial
approach, especially epidural (4).
Currently, different drugs are available that
not only provide an analgesic effect but also
help prevent postoperative complications
and consequently lead to an increase in
perioperative morbidities. Among the best-
known drugs are non-steroidal anti-inflam-
matory drugs (NSAIDs), opioids, recently al-
pha-2 agonists such as dexmedetomidine,
ketamine, pregabalin, as well as analgesic
techniques such as regional analgesia and
patient-controlled analgesia (PCA) (5).
Methods
To explore the optimization of regional anes-
thesia in orthopedic surgery and its benefits
in postoperative pain management, a com-
prehensive literature review was conducted.
This review encompassed original articles,
reviews, and meta-analyses published pri-
marily in English and Spanish from. Relevant
studies were identified through systematic
searches in the Cochrane Library, EMBA-
SE, and LILACS databases, employing a
combination of controlled descriptors and
free-text terms. The selection of studies was
based on predefined criteria related to the
administration of regional anesthesia techni-
ques in orthopedic procedures and the eva-
luation of postoperative pain as a primary or
secondary outcome.
Results
1. Fundamentals of Regional Anesthesia
in Orthopedics
1.1. History and Evolution of Regional Te-
chniques
It was approximately 100 years ago when
the first peripheral nerve block was perfor-
med, a procedure carried out by Hirschel,
and in recent years, its use has greatly in-
creased due to ultrasound devices. The ear-
liest evidence of ultrasound-guided blocks
364 RECIMUNDO VOL. 9 N°2 (2025)
dates back about 20 years, but due to the
improvement of these systems and the de-
velopment of portable ultrasound machines,
the use of regional blocks has surged. Em-
ploying ultrasound systems allows for the
visualization of different structures in real-ti-
me, as well as observing the diffusion of the
local anesthetic around the anesthetized
nerve, thereby limiting over-dosage and
potential systemic toxicity. Within regional
anesthesia, we can discuss Peripheral Ner-
ve Blocks, epidural and spinal anesthesia,
and regional intravenous anesthesia (6).
The advancement and improvement of re-
gional anesthesia methods for various sur-
gical procedures, particularly in obstetric,
ophthalmic, and orthopedic surgeries, as
well as the continuous enhancement of con-
tinuous regional analgesia, persist. In re-
gional anesthesia training within the fields
of anesthesiology and intensive care medi-
cine, the emphasis on mastering essential
techniques such as spinal block, epidural
block, axillary brachial plexus block, femo-
ral nerve block, and intravenous regional
anesthesia is typically considered compre-
hensive. Generally, performing more peri-
pheral blocks tends to reduce the occurren-
ce of complications and adverse effects.
Peripheral regional anesthesia is a crucial
aspect of contemporary perioperative care.
Peripheral regional anesthesia can be per-
formed effectively with simple techniques,
such as fascia iliaca compartment blocks,
which require minimal technological resour-
ces. Among other methods, ultrasound has
gained widespread clinical acceptance in
this field to guide needle movement towards
nerves, minimizing the risk of needle con-
tact with critical structures and reducing po-
tential complications (7).
Various types of blocks exist, each applied
to a specific area of the body. Some of the
most common include:
Brachial plexus block: Performed on a
group of nerves that control muscles and
sensations in the arm and hand (8).
Cervical plexus block: Performed on a
group of nerves that control muscles and
sensations in the neck and upper extre-
mities (8).
Lumbar plexus block: Originates nu-
merous branches that innervate various
muscles and regions of the posterior ab-
dominal wall and the lower extremity. To-
gether with the sacral plexus, they form a
union known as the lumbosacral plexus,
which gives rise to all the motor and sen-
sory nerves of the lower extremity (8).
Sacral plexus block: This plexus emits
several branches including anterior, pos-
terior, and one terminal branch; these
provide motor and sensory innervation
to the posterior portion of the thigh, the
lower portion of the leg, the entire foot,
and a part of the pelvis (8).
1.2. Mechanism of Action
Figure 1. How is regional block achie-
ved?
Source: Tamayo Gómez (9).
Regional anesthesia blocks the perception
of pain by interrupting the transmission of
nerve impulses from the area of the body
where the surgery will be performed to the
central nervous system. When a painful
stimulus occurs in the periphery, nerve re-
ceptors detect it and generate an electrical
signal that travels through sensory nerves
towards the spinal cord and, subsequently,
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
365
RECIMUNDO VOL. 9 N°2 (2025)
to the brain, where it is interpreted as pain.
Regional anesthesia, by injecting a local
anesthetic near the peripheral nerves, pre-
vents the propagation of this nerve signal.
By blocking the conduction along these
nerves, pain information cannot reach the
spinal cord or ascend to the brain, resulting
in the absence of painful sensation in the
anesthetized region. In essence, regional
anesthesia acts as a barrier that silences
the nervous communication between the
surgical site and the pain processing cen-
ters in the central nervous system (9).
1.3. Comparison with General Anesthesia
This differs from general anesthesia in that
it does not affect the patient's level of cons-
ciousness to relieve pain. There are several
advantages over general anesthesia, such
as avoiding airway manipulation, reduced
doses of systemic drugs, fewer side effects
from systemic drugs, faster recovery time,
and significantly lower pain levels after sur-
gery (10).
2. Current Regional Anesthesia Techni-
ques Used
2.1. Peripheral Nerve Blocks (e.g., Femo-
ral, Sciatic, Brachial Plexus)
The brachial plexus, a crucial nerve network
for the innervation of the upper limb, ori-
ginates from the C5-T1 nerve roots, which
are organized into trunks (superior, midd-
le, and inferior). These trunks further divide
into anterior and posterior divisions, which
then regroup to form three fascicles: lateral,
posterior, and medial. From these fascicles
emerge the five main terminal branches that
innervate the arm, forearm, and hand: mus-
culocutaneous, axillary, radial, median, and
ulnar. Brachial plexus block is a widely used
regional anesthesia technique that can be
performed via supraclavicular, infraclavicu-
lar, and axillary approaches. The supracla-
vicular block, in particular, provides comple-
te and rapid anesthesia of the entire upper
limb with a single injection, being especially
useful for surgeries of the arm, forearm, and
hand. The choice of local anesthetic and
its concentration (lidocaine for short proce-
dures, bupivacaine or ropivacaine for more
extensive surgeries) is adapted to the esti-
mated duration of the procedure and posto-
perative needs (6).
The femoral nerve block, also known as the
crural nerve block, is an anesthetic techni-
que used primarily for surgeries on the ante-
rior aspect of the thigh and for postoperative
pain control in this region. It is often combi-
ned with other blocks, such as the sciatic
nerve block, to achieve complete analgesia
of the knee. The femoral nerve, the largest
of the lumbar plexus (L2-L4), innervates
muscles such as the iliacus and pectineus,
as well as the anterior muscles of the thi-
gh (except the fascia lata), and provides
sensation to the lateral and frontal aspects
of the middle thigh, the medial part of the
leg and foot, and the knee and hip joints.
The block is performed at the level of the
groin, frequently using ultrasound to guide
the needle towards the nerve, which is ge-
nerally located lateral to the femoral artery.
Approximately 20 ml of local anesthetic is
usually injected, sometimes with epinephri-
ne to prevent vascular puncture. Complica-
tions are rare but may include hematoma,
nerve injury, and catheter infection if left in
place for continuous analgesia (6).
The sciatic nerve, the largest peripheral ner-
ve in the body, originates in the pelvis (sa-
cral plexus), exits through the greater scia-
tic notch, and descends along the posterior
aspect of the thigh. In the lower third of the
femur, it divides into the tibial nerve (internal
popliteal sciatic) and the common peroneal
nerve (external popliteal sciatic). The tibial
nerve branches into the medial and late-
ral plantar nerves, while the peroneal ner-
ve gives rise to branches around the knee
and to the sural, superficial peroneal, and
deep peroneal nerves. Occasionally, this
division occurs at the origin of the sciatic
nerve. To block this nerve, approximately 20
ml of local anesthetic is generally sufficient,
considering whether the goal is surgical or
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
366 RECIMUNDO VOL. 9 N°2 (2025)
analgesic. The block can be performed via
a posterior approach (classic or parasa-
cral in the gluteal region) or posterior in the
popliteal fossa. It is a common technique
for surgeries of the knee, calf, and for the
symptomatic treatment of the Achilles ten-
don, ankle, and foot. Complications are rare
and include local muscle spasms in the thi-
gh, vascular puncture, and muscle spasms
in the foot or toes (6).
The innervation of the foot comes from five
main nerves: the internal saphenous (me-
dial aspect), the sural or external saphe-
nous (lateral aspect), the posterior tibial
(deep plantar structures and sole), the su-
perficial peroneal or musculocutaneous of
the leg (dorsum), and the deep peroneal or
anterior tibial (deep dorsal structures and
the interdigital space between the first and
second toes). The block of these nerves is
performed at different points depending on
the area to be intervened, and all five can
even be blocked simultaneously. Although
some nerves innervate deep structures and
a complete block is not always required,
studies suggest that total foot block for fo-
refoot surgeries offers better postoperative
pain control than selective block. The choi-
ce of local anesthetic (lidocaine, mepivacai-
ne, bupivacaine, or ropivacaine, or combi-
nations) depends on the estimated duration
of the surgery, with lidocaine for short pro-
cedures and bupivacaine or ropivacaine
for prolonged analgesia. Other types of re-
gional blocks, such as spinal and epidural
anesthesia, will be discussed below (6).
The fascia iliaca block is an alternative to the
femoral or lumbar plexus block, based on the
location of the femoral and lateral femoral cu-
taneous nerves below this fascia. By depo-
siting a sufficient amount of local anesthetic
under the fascia iliaca, the aim is to anesthe-
tize both nerves simultaneously. The techni-
que is usually guided by ultrasound, using a
linear transducer to visualize the fascia ilia-
ca, which is located above the nerves and
the iliopsoas muscle. After anesthetizing the
skin, a needle (22 gauge) is inserted until it
pierces the fascia, which is confirmed visua-
lly with the ultrasound and by the tactile sen-
sation. Between 30-40 ml of local anesthetic
is injected to ensure successful blockade of
the femoral and lateral femoral cutaneous
nerves, although obturator nerve block with
this technique is variable. Complications are
rare, including block failure, local hemato-
mas, neuropraxia, systemic toxicity from the
anesthetic, quadriceps weakness, peritoneal
perforation, and bladder puncture. Vascular
or nerve puncture is very infrequent due to
the distance of the block site from the neuro-
vascular bundle (6).
The obturator nerve, originating from the
L2-L4 nerve roots, emerges from the psoas
muscle and bifurcates into two terminal
branches. The anterior branch innervates
the obturator externus, adductor brevis and
longus, pectineus muscles, as well as the
medial aspect of the thigh cutaneously. The
posterior branch innervates the obturator
externus, adductor magnus, the hip joint,
and the popliteal region cutaneously. For
percutaneous block of the obturator nerve,
although ultrasound guidance is preferred,
non-ultrasound techniques such as Labat's
(puncture lateral and caudal to the pu-
bic spine) and the paravascular approach
(puncture at the midpoint of the inguinal line
between the femoral artery and the tendon
of the adductor longus) exist. The three-in-
one block, which aims to anesthetize the
femoral, lateral femoral cutaneous, and ob-
turator nerves with a single injection, is also
mentioned (6).
The lateral femoral cutaneous nerve, com-
posed of the L2-L4 nerve roots, is a purely
sensory nerve that, after passing the ingui-
nal region, divides into an anterior branch
(sensation of the anterolateral thigh) and a
posterior branch (lateral innervation of the
thigh). Its block is used in superficial surge-
ries such as graft placement or interventions
on the lateral aspect of the thigh, and also in
the treatment of meralgia paresthetica. The
technique is performed under ultrasound
guidance, and the anesthetics of choice are
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
367
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usually mepivacaine or bupivacaine, some-
times combined with triamcinolone or me-
thylprednisolone (6).
2.2. Epidural and Spinal Anesthesia: Indi-
cations and Differences
Epidural Anesthesia: Both the intradural (ID)
and epidural (EPI) techniques share many
methodological aspects, which is why they
are analyzed together. In both cases, the lo-
cal anesthetic (LA) is placed in contact with
sensory, motor, and vegetative nerve roots,
leading to a metameric sensory, motor, and
autonomic blockade, although with differen-
ces (11).
Spinal Intradural Anesthesia (AI): This in-
volves the direct injection of local anesthe-
tic (LA) into the subarachnoid space after
lumbar puncture, with an immediate effect
that blocks sensation, motor function, and
the autonomic system below the level of
injection and some superior metameres.
Hypotension is a complication dependent
on the extent of the blockade. It is used for
infraumbilical surgery with high-concentra-
tion, low-volume LA but is contraindicated
in certain conditions such as shock or intra-
cranial hypertension.
Spinal Epidural Anesthesia (AE): In contrast,
this involves depositing the LA into the epi-
dural space, allowing for a more selective
and slower-onset but longer-duration bloc-
kade, with a lower risk of hypotension and
the possibility of continuous analgesia via
a catheter. Bupivacaine is a common drug
used, with less cephalad migration and a
lower risk of post-dural puncture headache
compared to AI (11).
Table 1. Differences between Epidural and Spinal Anesthesia.
Characteristic
Spinal Anesthesia
(Intradural) Epidural Anesthesia
Site of Injection
Intradural (subarachnoid)
space, where CSF is located
Epidural (virtual) space,
between the dura mater and the
ligamentum flavum
Contact with CSF
Yes, the anesthetic mixes
with the CSF
No, the anesthetic is deposited
outside the dura mater
Type of Needle Fine needle, with a sharp tip
Thicker needle (e.g., Touhy),
with a blunt tip
Loss of Resistance
Dura mater is pierced, with
CSF outflow
Loss of resistance is noted upon
entering the epidural space
Onset of Block
Very rapid (immediate)
Slower (10-20 minutes)
Duration of Block (Single
Dose)
Generally shorter (1-2
hours)
Generally longer (depends on
dose and drug)
Extent of Block
More predictable and dense
for a given level
More variable and segmental,
extent can be better controlled
Motor Block Generally dense
Can be selective (sensory block
with less motor block)
Autonomic Block
(Hypotension)
More intense and rapid,
higher risk of hypotension
Less intense and more gradual,
lower risk of hypotension
Catheter for
Repeated/Continuous
Doses
Not usually used (risk of
meningeal infection)
Commonly used to prolong
analgesia or anesthesia
Volume of Local
Anesthetic
Low (2-3 ml)
Higher (10-20 ml or more)
Concentration of Local
Anesthetic
High
More variable, can be lower for
analgesia
Post-Dural Puncture
Headache
Higher risk (due to direct
dural puncture)
Lower risk (unless accidental
dural puncture)
Common Uses
Short to moderate duration
infraumbilical surgery
Surgery of variable duration,
labor analgesia, postoperative
analgesia
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
368 RECIMUNDO VOL. 9 N°2 (2025)
Source: Hernánz de la Fuente & Rabanal Llevot (11).
Characteristic
Spinal Anesthesia
(Intradural)
Epidural Anesthesia
Site of Injection
Intradural (subarachnoid)
space, where CSF is located
Epidural (virtual) space,
between the dura mater and the
ligamentum flavum
Contact with CSF
Yes, the anesthetic mixes
with the CSF
No, the anesthetic is deposited
outside the dura mater
Type of Needle
Fine needle, with a sharp tip
Thicker needle (e.g., Touhy),
with a blunt tip
Loss of Resistance
Dura mater is pierced, with
CSF outflow
Loss of resistance is noted upon
entering the epidural space
Onset of Block
Very rapid (immediate)
Slower (10-20 minutes)
Duration of Block (Single
Dose)
Generally shorter (1-2
hours)
Generally longer (depends on
dose and drug)
Extent of Block
More predictable and dense
for a given level
More variable and segmental,
extent can be better controlled
Motor Block
Generally dense
Can be selective (sensory block
with less motor block)
Autonomic Block
(Hypotension)
More intense and rapid,
higher risk of hypotension
Less intense and more gradual,
lower risk of hypotension
Catheter for
Repeated/Continuous
Doses
Not usually used (risk of
meningeal infection)
Commonly used to prolong
analgesia or anesthesia
Volume of Local
Anesthetic Low (2-3 ml) Higher (10-20 ml or more)
Concentration of Local
Anesthetic High
More variable, can be lower for
analgesia
Post-Dural Puncture
Headache
Higher risk (due to direct
dural puncture)
Lower risk (unless accidental
dural puncture)
Common Uses
Short to moderate duration
infraumbilical surgery
Surgery of variable duration,
labor analgesia, postoperative
analgesia
2.3. Use of Ultrasound in Regional Anes-
thesia
The ultrasound technique for central neu-
roaxial block involves the use of a low-fre-
quency curvilinear probe in different planes.
Five basic views of the vertebral column are
performed to visualize the lumbar sonoa-
natomy, which is easier than in the thoracic
region due to the more favorable anatomy.
Ultrasound can be performed before the
procedure or in real-time and has proven
particularly useful in patients with specific
physical characteristics or medical condi-
tions. The real-time ultrasound-guided tech-
nique has shown positive results compared
to pre-procedure ultrasound (12).
3. Optimization in the Postoperative
Context
The use of opioids for postoperative pain
management in orthopedic surgery, despi-
te its tradition, entails significant short-term
risks (adverse effects, longer hospital stays,
dependence, death) and long-term risks
(opioid epidemic, substance use disorder,
mortality). The increasing prescription, es-
pecially in opioid-naïve patients, is associa-
ted with a higher risk of chronic use, even
after minor surgeries such as total knee and
hip arthroplasty. Furthermore, a conside-
rable proportion of prescribed opioids are
unused and not safely disposed of, contri-
buting to their diversion. To mitigate depen-
dence, it is crucial to implement multimodal
pain management programs that integrate
peripheral nerve blocks, local anesthetic in-
filtration, paracetamol, NSAIDs, gabapenti-
noids, cannabinoids, and non-pharmacolo-
gical therapies, recognizing the challenges
in older patients and those with chronic pain
(13). Regional anesthesia (RA) in orthope-
dic procedures attenuates several compli-
cations linked to general anesthesia (GA),
such as nausea, vomiting, airway trauma,
hypoxia, respiratory depression, and the risk
of pulmonary aspiration. The advantages
of RA include superior postoperative pain
control, reduced opioid consumption and
its side effects, shorter hospital stays, early
initiation of physical therapy, reduced read-
mission rates, greater patient satisfaction,
faster recovery, fewer unplanned admis-
sions for pain, better intraoperative muscle
relaxation, less blood loss, and a reduction
in urinary retention and ileus (14).
Contrary to the initial belief that continuous
regional analgesia would increase costs, a
2009 study demonstrated that the implemen-
tation of multimodal anesthesia and analge-
sia based on regional techniques was not
only not more expensive but decreased the
total cost of the procedure by 15%, main-
ly due to the lower need for opioids, fewer
related adverse effects and their treatment
costs, shorter operating room time, and shor-
ter hospital stays (15). The length of hospital
stay (LHS) is considered an indirect indi-
cator of efficiency, and enhanced recovery
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after surgery (ERAS) protocols aim to redu-
ce it through a multidisciplinary approach,
incorporating RA to decrease acute pain
and postoperative nausea and vomiting, in
addition to improving mobilization. Both RA
alone and in combination with GA appear
to reduce LHS in orthopedic surgery and
other specialties, although the difference in
the largest meta-analysis was measured in
hours. In outpatient surgery, while unplan-
ned admission rates are low, a higher risk
has been demonstrated with GA compa-
red to RA (16). A prospective observational
study by Doo et al (17) found no significant
differences in patient-centered quality of re-
covery between RA (brachial plexus block
with dexmedetomidine) and GA (sevoflura-
ne with remifentanil) in orthopedic forearm
surgery, even though the RA group showed
better outcomes in the PACU (less pain,
opioid consumption, and nausea/vomiting),
suggesting that patient expectations or pre-
vious anesthesia experiences might influen-
ce the perception of recovery.
4. Technological Innovations and Recent
Advances
4.1. Image-Guided Techniques (Ultra-
sound vs. Neurostimulators)
Ultrasound enhances the success of nerve
blocks by visualizing anatomical structures
through sound waves reflected by tissues
(18). Its ability to evaluate soft tissues in re-
al-time is operator-dependent and requires
a thorough understanding of anatomy (18).
Precise nerve localization, crucial for avoi-
ding complications of "blind" techniques, is
optimized with ultrasound (5-10 MHz pro-
bes, even better with 12-15 MHz), overco-
ming the limitations of non-visual or costly
methods like MRI and CT (18). The puncture
technique, influenced by anatomy and the
nerve's relationship with adjacent structu-
res, varies depending on the block (inters-
calene proximal to the transducer, supracla-
vicular in-plane needle-transducer, axillary
with the arm abducted and infiltration near
the artery) (18).
Neurostimulators
Fifty years ago, Dr. Greenblat published the
first report on the use of neurostimulators,
demonstrating 100% specificity and 74%
sensitivity, making it a less precise techni-
que than ultrasound (19).
Compared to the conventional nerve block
method using anatomical localization and
paresthesia, localization via neurostimula-
tion is more precise, objective, and safer.
However, neurostimulator guidance opera-
tes blindly, and there is a high failure rate
in patients with anatomical variations. The
use of neurostimulation increases the suc-
cess rate of nerve blocks and reduces the
blocking time compared to conventional pa-
resthesia guidance. Sia et al. compared the
difference between paresthesia guidance
and neurostimulation guidance in brachial
plexus block. The results showed that the
neurostimulation group was superior to the
paresthesia group in the success rate (91%
versus 76%, respectively) and in the onset
time of the block. Additionally, in a three-
point axillary brachial plexus block, nerve
block guided by neurostimulation can shor-
ten the block onset time and the waiting time
for surgeons, which is helpful for emergency
surgery and patient satisfaction, as well as
reducing the discomfort of a tourniquet. This
is related to the high precision of localization
and a more effective block of the musculo-
cutaneous nerve (20).
Ultrasound vs. Neurostimulators
In current practice, ultrasound offers more
intuitive and precise guidance, showing
the relationship between nerves, vessels,
and muscles in real-time, and allowing for
the monitoring of local anesthetic spread.
Although neurostimulation provides impro-
vements over paresthesia, ultrasound is po-
sitioned as a superior technique due to its
direct visualization capabilities and its po-
tential to minimize complications and optimi-
ze the administration of regional anesthesia.
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4.2. New Local Anesthetics and Adjuvants
Dexmedetomidine: Dexmedetomidi-
ne, an α2 adrenergic agonist appro-
ved for intravenous sedation, is used
off-label as an adjuvant in peripheral
nerve blocks and neuroaxial anesthe-
sia, showing efficacy and a relatively
good safety profile in preclinical and
clinical studies. Its combination with
local anesthetics appears well-tolera-
ted, with no evidence of neurotoxicity
or axonal/myelin damage, and it may
even attenuate the acute pro-inflam-
matory effects of these. A study with
epidural ropivacaine (7.5 mg/ml) and
dexmedetomidine (1 μg/kg) demons-
trated a significant prolongation of
the duration of sensory block (+160
min), motor block (+126 min), and
postoperative analgesia (+184 min),
with a tolerable side effect of more
pronounced sedation. Another study
found that epidural dexmedetomidine
reduced the need for propofol for the
induction of general anesthesia (21).
Lidocaine: The first amide local
anesthetic introduced into clinical
practice, notable for its versatility and
common use due to its potency, ra-
pid onset of action, and moderate
duration (prolongable with epinephri-
ne), as well as its activity as a topical
anesthetic. It is used in various con-
centrations for infiltration, peripheral
nerve blocks, and epidural anesthe-
sia, and in hypertonic solution for
short-duration spinal anesthesia. It is
also used topically in multiple formu-
lations. Additionally, lidocaine is used
as a class Ib antiarrhythmic, effective
mainly in ventricular arrhythmias. Its
primary metabolism is hepatic, pro-
ducing monoethylglycinexylidide (an
active antiarrhythmic with a prolon-
ged half-life) and then xylidide (less
active and eliminated by urine) (22).
Dexamethasone: Dexamethasone,
an α2 adrenergic agonist, is used as
an adjuvant in regional anesthesia to
prolong analgesia, although its exact
perineural mechanism and the best
route of administration (perineural vs.
intravenous) are still under investiga-
tion. Studies suggest that both routes
reduce postoperative pain and opioid
consumption, with possible superiori-
ty of the perineural route in the dura-
tion of the block. However, safety, es-
pecially neurotoxicity associated with
corticosteroid excipients, is a signifi-
cant concern, and the optimal peri-
neural dose is not yet clearly defined,
with even a possible ceiling effect
and the need for more high-quality
research to confirm its long-term effi-
cacy and safety (23).
Triamcinolone: Perineural triamcino-
lone has been shown to reduce ecto-
pic nerve discharges and prevent
their development in newly resected
nerves. Although its clinical evidence
is less than that of dexamethasone,
one study showed prolonged pain
relief with few opioid requirements in
interscalene blocks. However, the ge-
neral neurotoxicity of glucocorticoids,
associated with preservatives such as
parabens and solvents such as ben-
zyl alcohol and polyethylene glycol,
warrants caution. Dilution with saline
and local anesthetics may not redu-
ce the particle size of some steroids,
including triamcinolone. Microscopic
studies have found large particles
(>10,000 microns) in triamcinolo-
ne and methylprednisolone, unlike
dexamethasone and betamethasone,
which behave more like liquids. Ano-
ther study observed smaller particles
in both types of compounds. It is sug-
gested that dexamethasone has sig-
nificantly smaller particles with less
tendency to aggregate, which could
reduce the risk of embolic infarctions
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from accidental intra-arterial injection,
something that has not been assured
for triamcinolone (23).
Magnesium Sulfate: Magnesium
sulfate is not a direct analgesic but
an adjuvant that enhances the effect
of other analgesics. Discovered by
Humphrey Davy and with depressant
effects on the axial neuromuscular
plate identified by Claude Bernard,
its analgesic properties have been
known since the early 20th century,
where its use with ether to produce
deep anesthesia was suggested. It
is considered a neuronal depressant
that acts on the CNS and neuromus-
cular reflexes at the neuromuscular
junction, and when applied directly,
it depresses the electrical function of
nerve tissue. Another fact mentioned
by Gutiérrez et al. is that magnesium
sulfate is also used to generate hyp-
nosis and analgesia in intravenous
anesthesia because it reduces the
requirements for sevoflurane, desflu-
rane, propofol, and opioids (24).
Ropivacaine: Ropivacaine, introdu-
ced in 1996 as an alternative to bupi-
vacaine due to its toxicity, has a simi-
lar structure but is a levorotatory (L)
isomer. L-isomers are generally more
potent, less toxic, and have a shorter
half-life. Ropivacaine is an amino-ami-
de local anesthetic, composed of an
amino residue (polar/hydrophilic) and
an aromatic group (hydrophobic) joi-
ned by an amide bond (24).
4.3. Continuous Infusion Pumps for Pro-
longed Blocks
Perineural administration of local anesthetic
(LA) is preferably performed with infusion
pumps due to clinical and logistical bene-
fits over manual boluses. There is no ideal
pump, and the choice depends on the clini-
cal context, although they should generally
be precise, reliable, portable, and program-
mable. Vacuum and spring-powered pumps
are not very precise for routine practice.
Electronic pumps are the most accurate (5%
variation), allow for customization of basal
infusion, boluses, and lockout times, optimi-
zing dosage and featuring alarms and re-
fill/reuse capability. Elastomeric pumps are
simpler, lighter, quieter, and more economi-
cal, ideal for outpatient use. However, their
basal infusion rate is more variable (10-30%
above the initial expected rate, then stabi-
lizes and increases again at the end), and
the rate depends on temperature and altitu-
de. Refilling them is not recommended (25).
5. Safety and Complication Management
Despite its numerous benefits, advanced
regional anesthesia presents risks of ner-
ve injury (minimized with proper technique
and volume), hematomas and infections
(preventable with asepsis and technique),
and local anesthetic toxicity (avoidable with
correct doses and monitoring); the mana-
gement of these complications, such as li-
pid emulsion for systemic toxicity, requires
in-depth knowledge to ensure patient safety
and block efficacy (26).
Regional anesthesia techniques, although
with low complication rates, require early
identification for appropriate patient-cente-
red management. Complications are clas-
sified in various ways (immediate, interme-
diate, late; anatomical, physiological; mild,
moderate, severe), although their reporting
may be underestimated. Nerve injuries and
local anesthetic toxicity are the major compli-
cations, which may be due to neurotoxicity,
cardiotoxicity, hypersensitivity, mechanical
complications, or infection. Major complica-
tions (severe damage, disability, increased
costs and hospital stay) include dural punc-
ture, cardiorespiratory arrest, permanent
neurological injury, and death, while minor
complications include failed blocks, pares-
thesias, and vascular punctures. A signifi-
cant percentage of procedures use neuroa-
xial regional anesthesia. The learning curve
is important, with a higher risk of failures and
complications at the beginning, highlighting
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372 RECIMUNDO VOL. 9 N°2 (2025)
the role of the instructor. Postoperative ner-
ve injuries can be difficult to attribute to a
specific cause (anesthetic, surgical, positio-
nal, etc.). Local anesthetic systemic toxicity
(LAST) is a serious but infrequent complica-
tion. Adverse events in general anesthesio-
logy occur mostly in scheduled surgeries
and in the PACU, with failures in pre-anes-
thetic evaluation, informed consent, proto-
cols, and communication. Anesthesiologist
fatigue is associated with errors. Post-dural
puncture headache is frequent, benign, and
self-limited, while epidural and spinal hema-
tomas are more serious but less common
neuroaxial complications (27).
5.1. Contraindications
Regional anesthesia has absolute contrain-
dications such as patient refusal, infection
at the injection site, sepsis, circulatory in-
sufficiency, increased intracranial pressure,
and severe coagulopathy (due to the risk
of epidural hematoma and neurological da-
mage). Increased intracranial pressure is
a contraindication due to the risk of brain
herniation from cerebrospinal fluid loss. In
sepsis, sympathetic blockade can worsen
hypoperfusion. Relative contraindications
include infection distant from the puncture
site (risk of meningitis), undefined or evol-
ving neurological disease, and hypovolemic
patients. The decision to use the technique
should be based on medical judgment con-
sidering advantages and disadvantages.
Disadvantages include anesthetic failures
(lack of level or intensity, although the failure
rate is low), possible prolongation of surgery,
patient anxiety, need for operator experien-
ce, longer latency compared to general
anesthesia, inability to use it in all types of
surgeries, side effects of drugs, and risk of
permanent neurological complications (28).
Patients with chronic diseases: The
effects of regional anesthesia should be
carefully evaluated in patients with con-
ditions such as diabetes, hypertension,
heart, lung, or kidney diseases (29).
Patients with vascular diseases: Re-
gional anesthesia may not be suitable for
patients with peripheral vascular disea-
ses, as they may have an increased risk
of complications such as ischemia (30).
Patients with allergies: Allergy to local
anesthetics is an absolute contraindica-
tion for regional anesthesia (30).
Patients with infections: The presen-
ce of a local infection in the area to be
anesthetized may contraindicate regio-
nal anesthesia (31).
Patients with coagulation disorders:
Patients with coagulation disorders may
have an increased risk of bleeding after
regional anesthesia (32).
Elderly patients: Regional anesthesia
may have a greater effect in elderly pa-
tients, so caution should be exercised
and side effects considered (33).
Patients with cognitive impairment:
Patients with cognitive impairment may
have difficulty understanding regional
anesthesia instructions and may require
more sedation (30).
To decrease complications in regional
anesthesia, adequate assessment, mana-
gement, and thorough documentation are
crucial, including pre-operative evalua-
tion, maneuvers, and postanesthetic notes
for potential legal defense. Alertness and
adherence to protocols are essential; trai-
ning, supervision, avoiding working alone,
maintaining order, and labeling drugs are
recommended. Regional anesthesia is as-
sociated with lower perioperative mortality
than general anesthesia. Care strategies
include reviewing anticoagulated patients
for neuroaxial anesthesia, controlling per-
fusion pressure in the sitting position, and
improving postoperative opioid manage-
ment. Preventive measures for injuries by
the anesthesiologist include vigilance of
position, fractional injection, use of a nerve
locator and ultrasound for peripheral bloc-
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RECIMUNDO VOL. 9 N°2 (2025)
ks, and fine needles. The use of ultrasound,
new needles, and local anesthetics in lower
concentrations and volumes has decreased
local anesthetic systemic toxicity (LAST),
and lipid emulsion has improved its treat-
ment. In neuroaxial blocks, rapid diagnosis
of high block, advanced monitoring, and low
blocks are important. Other strategies inclu-
de teamwork, training, standardization, and
error reporting. Staying updated in regional
anesthesia is fundamental. Medico-legal
claims are a concern, so knowing the le-
gal framework and correctly completing the
anesthetic record are vital (27).
6. Perspectives of Regional Anesthesia
in Outpatient Orthopedic Surgery
6.1. Hip
In hip surgery, the most commonly used
anesthetic technique is typically subarach-
noid anesthesia, which allows for good pain
control and adequate muscle relaxation,
reaching a metameric level of T10. Additio-
nally, it is frequently complemented with pe-
ripheral nerve blocks, such as the femoral,
iliofascial, or PENG block, to further impro-
ve postoperative analgesia and reduce the
need for opioids. The choice between ge-
neral anesthesia and the regional technique
depends on the patient's history. Basic mo-
nitoring, including ECG, non-invasive blood
pressure, and SpO, is routine, and in cases
of general anesthesia, additional monitoring
such as BIS is added. Antibiotic prophylaxis
with cefazolin is administered beforehand,
and in some cases, tranexamic acid is used
to reduce the risk of bleeding. This strategy
seeks to minimize complications, optimize
pain control, and promote a safer and more
comfortable recovery (34).
6.2. Shoulder and Upper Extremities
Regional anesthesia (RA) is frequently used
in shoulder and upper extremity surgery
due to its ability to provide both anesthesia
and postoperative analgesia, which is cru-
cial for pain management, as it can be sig-
nificant after these interventions. RA techni-
ques, such as the interscalene block (ISB),
supraclavicular block, infraclavicular block,
and axillary block, allow anesthesiologists
to block specific nerves or groups of ner-
ves that innervate the surgical area. The use
of ultrasound guidance (USG) has become
essential to increase the accuracy of these
techniques, allowing real-time visualization
of nerve structures and the placement of lo-
cal anesthesia, which improves the effecti-
veness of the block and reduces the risk of
complications. Compared to general anes-
thesia, RA offers advantages such as redu-
ced postoperative pain, decreased need for
opioids, decreased postoperative nausea
and vomiting, and faster patient recovery
(35, 36).
6.3. Knee
Different regional anesthesia techniques
exist for knee arthroscopy (KA). While epi-
dural analgesia (EA) and intrathecal morphi-
ne are options, special attention is paid to
the femoral nerve block (FNB) and the ad-
ductor canal block (ACB). The FNB is noted
to provide good pain control but can cause
quadriceps weakness, increasing the risk of
falls. In contrast, the adductor canal block
is presented as an alternative that provides
sensory analgesia with minimal effect on
quadriceps strength, facilitating faster re-
covery and decreasing opioid consumption
and the risk of falls (37). Local anesthesia
for the knee is a simple and safe technique,
suitable for outpatient arthroscopic surge-
ries, involving anesthetic infiltration and se-
dation, useful in patients with contraindica-
tions to other anesthetics, although limited
for long surgeries and with potential risks of
cartilage cytotoxicity. Peripheral nerve bloc-
ks, guided by ultrasound, offer analgesia
with fewer complications, where the femo-
ral block is common for the anterior aspect
(with the risk of quadriceps motor block)
and the adductor canal block is an alterna-
tive with less motor block; the sciatic nerve
block is used for the posterolateral aspect,
and although nerve blocks have risks such
as nerve injury, infection, or toxicity, they
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
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374 RECIMUNDO VOL. 9 N°2 (2025)
allow for effective analgesia, whether short-
term or prolonged with catheters, balancing
benefits and potential complications (38).
6.4. ERAS Protocol
The ERAS (Enhanced Recovery After Sur-
gery) protocol, developed by Dr. Olle Ljun-
gqvist, is introduced as a multimodal pro-
gram that seeks to attenuate the loss of
functional capacity and improve postopera-
tive recovery. The objectives of ERAS inclu-
de enhancing patient safety and quality, re-
ducing morbidity, shortening recovery time,
decreasing surgical stress, and optimizing
pain control, early mobilization, and diet. As
a result, the aim is to reduce hospital leng-
th of stay and costs. The text also mentions
the creation of the ERAS group and Society
in 2001, and the development of the ERAS
project, a multimodal rehabilitation program
with preoperative, intraoperative, and posto-
perative strategies based on scientific evi-
dence to improve patient recovery and mi-
nimize the response to surgical stress (39).
Figure 2. Perioperative care process based on the ERAS protocol
Source: Carrillo Esper & Mejía Terrazas (39).
The flowchart illustrates the perioperative
care process under the ERAS protocol, star-
ting with patient admission and progressing
through preoperative preparation, surgery
and anesthesia, hospital stay (either in a
specialized unit or surgical ward), to home
discharge, with "recovery" as a continuous
process throughout the postoperative pha-
se. This scheme highlights comprehensive
patient management and the importance
of monitoring protocol compliance and the
outcomes obtained.
Figure 3. Recommended strategies ERAS protocol
Source: Carrillo Esper & Mejía Terrazas (39).
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RECIMUNDO VOL. 9 N°2 (2025)
The anesthesiologist plays a crucial role
in optimizing postoperative outcomes, ad-
dressing three fundamental pillars of the
ERAS protocol: control of the surgical stress
response, adequate fluid therapy, and
effective analgesia. Central regional anes-
thesia, such as epidural, has demonstrated
the ability to mitigate the activation of the
neuroendocrine system and prevent sur-
gery-induced immunosuppression, offering
immunological and metabolic advantages
compared to general anesthesia. Regar-
ding pain management, while intravenous
opioids are common, they are associated
with longer hospital stays. Epidural anesthe-
sia and analgesia with short-acting agents
attenuate the stress response, relieve pain
(improving respiratory function), and promo-
te intestinal recovery, although caution is re-
quired due to potential side effects such as
hypotension and urinary retention. The opti-
mal analgesic strategy should allow for ear-
ly and safe mobilization, and in orthopedic
surgery, regional anesthesia combined with
paracetamol, NSAIDs, and gabapentinoids
is prioritized to minimize opioid use, with lo-
cal infiltration being a promising technique
for effective pain control with less impact on
mobility (40).
6.5. Benets in Older Adults and Patients
with Comorbidities
In elderly patients undergoing traumatolo-
gical surgery, particularly orthopedic pro-
cedures like knee and hip arthroplasty or
hip fracture repair, the presence of multiple
comorbidities elevates their risk profile, ma-
king pre-existing conditions and the nature
of the surgery more critical than age itself
in determining functional recovery (41). In-
adequate perioperative pain management
in this population, whose physiological re-
serves and homeostatic mechanisms are
diminished with aging, leading to altered
pharmacokinetics and pharmacodynamics
of pain medications and increased sensiti-
vity to stressors, can result in complications
that negatively impact the final outcome
(41). Regional anesthesia in older adults
requires specific considerations, including
potentially more challenging epidural tech-
niques with the need for lower local anes-
thetic volumes due to increased cephalad
spread and faster onset with greater motor
block intensity, and prolonged spinal block
duration with greater cephalad spread of
hyperbaric solutions and increased risks
with intrathecal opioids and bleeding; whi-
le peripheral blocks are useful, caution is
advised due to vascular and nerve fragili-
ty, potential pre-existing neuropathy, and
a higher risk of local anesthetic systemic
toxicity necessitating total dose reduction
(41). Epidural anesthesia/analgesia is an
effective technique for perioperative pain
management in the elderly, offering superior
relief compared to systemic opioids and po-
tentially reducing postoperative morbidity,
although with a higher risk of pruritus and
motor block, requiring careful titration due to
age-related changes in opioid requirements
and reduced renal function affecting meta-
bolite clearance, while age also influences
the diffusion and effective concentration of
local anesthetics in the neuroaxial space,
necessitating adjustments in volume and
concentration to avoid adverse effects like
hypotension (42).
7. Proposals for Improvement and Future
Research Directions
7.1. Standardized Protocols According to
Type of Surgery
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
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376 RECIMUNDO VOL. 9 N°2 (2025)
Figure 4. Postoperative Acute Pain Protocol
Source: Hernández-Hernández (43).
Table 2. Electronic Pumps: Continuous Infusion
Source: Hernández-Hernández (43).
Indication
Punta-catéter Level
Thorax, upper and middle
T6-T7
Thorax, lower and abdomen
T9-T10
Lower limbs
L2-L3
Local Anesthetic
Concentration
Bupivacaine
0.125% + fentanyl 5 μg/mL
L-bupivacaine
2 mg/mL + fentanyl 4 μg/mL
Ropivacaine
Not specified in this table
Local
Anesthetic
Concentration
Infusion Rate
Bupivacaine
125%
Initial 4-6 mL/h, increase by 2 mL/h
based on response
L-bupivacaine
Same as Bupivacaine
implicitly
Same as Bupivacaine implicitly
Table 3. Epidural Analgesia Protocols
Source: Hernández-Hernández (43).
Indication
Puncture Level
Punta-catéter Level
Thorax, upper and middle
T6-T9
T6-T7
Thorax, lower and abdomen
T11-T12
T9-T10
Lower limbs
L2-L3 or L3-L4
L2-L3
Local Anesthetic
Concentration
Bupivacaine
0.125% + fentanyl 5 μg/mL
L-bupivacaine
2 mg/mL + fentanyl 4 μg/mL
Ropivacaine
Not specified in this table
Local
Anesthetic
Concentration
Infusion Rate
Bupivacaine
125%
Initial 4-6 mL/h, increase by 2 mL/h
based on response
L-bupivacaine
Same as Bupivacaine
implicitly
Same as Bupivacaine implicitly
Table 4. Elastomeric Infusers
Source: Hernández-Hernández (43).
Indication
Punta-catéter Level
Thorax, upper and middle
T6-T7
Thorax, lower and abdomen
T9-T10
Lower limbs
L2-L3
Local Anesthetic
Concentration
Bupivacaine
0.125% + fentanyl 5 μg/mL
L-bupivacaine
2 mg/mL + fentanyl 4 μg/mL
Ropivacaine
Not specified in this table
Local
Anesthetic
Concentration
Infusion Rate
Bupivacaine
125%
Initial 4-6 mL/h, increase by 2 mL/h
based on response
L-bupivacaine
Same as Bupivacaine
implicitly
Same as Bupivacaine implicitly
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
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RECIMUNDO VOL. 9 N°2 (2025)
The protocolization of treatments is funda-
mental to standardize postoperative anal-
gesia and reduce therapeutic variability,
necessitating the development of specific
guidelines per surgical procedure to optimi-
ze care and outcomes, and further research
into their impact (43). Effective postopera-
tive pain management relies on multimodal
analgesia, combining various agents like
NSAIDs, opioids, and regional anesthesia,
and the principles of balanced analgesia
which prioritize opioid-sparing techniques
(43). Patient preferences are crucial in se-
lecting analgesic management, alongside
protocols to minimize common and serious
side effects; regional analgesia, particular-
ly continuous epidural or PCEA, proves hi-
ghly effective for major surgeries, offering
superior pain control and reduced opioid
use, potentially attenuating surgical stress
and improving recovery (43). When regio-
nal techniques are not feasible, PCA or IV
infusions with scheduled paracetamol and
NSAIDs, within a multimodal approach, are
recommended, emphasizing the role of acu-
te pain units in ensuring consistent care and
communication (43). Peripheral nerve bloc-
ks and local infiltrations effectively reduce
postoperative pain and opioid consumption
in orthopedic surgery, with oral multimodal
analgesia being an option for minor proce-
dures, while the role of adjuvant modalities
like cryotherapy and TENS requires further
investigation, and intravenous dexmedeto-
midine shows promise as an opioid-sparing
adjunct (44). However, significant knowle-
dge gaps regarding optimal protocols and
long-term outcomes highlight the ongoing
need for high-quality research to refine
postoperative pain management in orthope-
dic surgery (44).
7.2. Training and Learning Curve for Anes-
thesiologists
Over the last two decades, Regional Anes-
thesia (RA) has experienced a technolo-
gy-driven revitalization, although fundamen-
tal anatomical knowledge remains essential
to avoid sonoanatomy errors. RA training
has significantly advanced through simula-
tion, offering a safe environment for deve-
loping technical and non-technical skills via
practice and expert feedback. Simulation,
combined with didactic teaching, provides
an effective balance of learning and cost.
Organizations like the ASA and ASRA have
established minimum experience require-
ments and certification programs in ultra-
sound-guided regional anesthesia (UGRA),
highlighting the importance of supervised
practice. Ultrasound guidance has impro-
ved success rates and reduced block onset
times. RA simulation includes various mo-
dalities, from in vitro models to virtual rea-
lity and crisis simulation. The future of RA
training is geared towards evaluating the
cost-effectiveness of different simulation te-
chniques and their impact on patient safety,
within a competency-based medical educa-
tion framework. Establishing a standardized
RA curriculum is crucial for ensuring training
quality and improving patient access to this
technique, integrating it into basic anesthe-
sia training and continuous professional de-
velopment (45).
The American Society of Anesthesiologists
(ASA) has established minimum experien-
ce thresholds for neuroaxial anesthesia (50
blocks for epidural and spinal), but recom-
mendations for peripheral nerve blocks (40
for blocks and 25 for pain management) are
less specific and do not detail block types,
potentially leading to superficial training.
These recommendations are based on lear-
ning curve studies, such as Kopacz and
Neal's, which demonstrated an initial impro-
vement in procedural success around 20-25
attempts, followed by a potential decrease
and recovery with 50 or more procedures.
However, the quality of execution is not gua-
ranteed by quantity. Learning curves vary by
procedure, with regional anesthesia being
more complex than basic general anesthe-
sia skills, and epidural particularly challen-
ging, requiring a high number of attempts
to achieve competency. Analyzing these
curves is crucial for residency program su-
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
378 RECIMUNDO VOL. 9 N°2 (2025)
pervision, individual learning assessment,
determining the appropriate number of ca-
ses for training, adopting new techniques,
and planning program capacity, conside-
ring faculty-to-resident ratios and the need
to maintain medical staff skills (46).
7.3. Evaluation of Long-Term Impact on
Postoperative Chronic Pain
Postoperative chronic pain (PPCP) in or-
thopedic surgery varies significantly (15%-
65%) and is associated with factors such
as surgical technique, acute postoperative
pain (APOP), prior opioid use, smoking, and
mood disorders. One study found unusual
factors like "excessive" clinical follow-up,
teaching institutions, and insurance type.
Orthopedic trauma surgery presents the
highest incidence of PPCP (65%), with risk
factors including female sex, prior trauma
surgery, and preoperative pain intensity,
which impacts functionality, causes disa-
bility, and increases resource utilization. In
total knee arthroplasty, up to 34% persist
with moderate to severe PPCP at three mon-
ths, with preoperative pain, APOP intensity,
anxiety, and expected pain being impor-
tant risk factors. Surprisingly, up to 32.7%
of patients undergoing knee arthroscopy, a
procedure to treat chronic pain, experience
moderate to severe PPCP at 18 months, with
preoperative pain and preoperative analge-
sic use being identified risk factors (47).
Postoperative chronic pain (PPCP) is a com-
mon complication in various orthopedic sur-
geries, with an overall prevalence of around
20%, although it varies by surgery type. In
hip arthroplasty, the patient's preoperative
status is a significant predictor of postope-
rative outcome, while iliac crest graft har-
vesting can cause persistent pain. In knee
arthroplasty, a considerable proportion of
patients experience PPCP, often with a neu-
ropathic component, and pre-existing pain
and central sensitization are important risk
factors. Knee arthroscopy, paradoxically,
can also lead to PPCP. Similarly, in shoul-
der surgery, preoperative pain is a key pre-
dictive factor for postoperative pain, and in
shoulder arthroplasty, various clinical and
demographic variables influence the chroni-
city of pain. Rotator cuff repair is particularly
associated with postoperative pain, where
preoperative pain also plays a crucial role.
In general, preoperative pain emerges as
a consistent risk factor for the development
of PPCP in multiple types of orthopedic sur-
gery (48).
8. Analysis of New Technologies.
8.1. Articial Intelligence-Controlled Blocks
Artificial Intelligence (AI) is revolutionizing
postoperative pain management by offering
personalized predictions based on patient
history, allowing for adjustments in analge-
sic doses to avoid overmedication or insuffi-
cient relief. AI-powered monitoring devices
track pain in real-time and automatically
adjust medication, improving the patient ex-
perience. AI is also integrated with biofee-
dback and virtual reality to distract and re-
duce pain perception. However, excessive
reliance on technology and the importance
of maintaining doctor-patient communica-
tion are cautioned (49).
Specific AI techniques, such as predictive
algorithms based on machine learning and
deep neural networks, analyze large amounts
of data to forecast pain intensity and respon-
se to analgesics, thereby personalizing treat-
ment. Natural Language Processing (NLP)
is used to interpret patients' descriptions of
pain, offering additional insights. The accura-
cy of these systems depends on the quality
of the training data, and ensuring their inter-
pretability is crucial (49).
AI-based tools and platforms include mobile
applications for pain logging and monitoring
that alert to intense episodes and offer re-
minders and exercises. Wearable devices
detect physiological changes correlated
with pain, allowing for real-time adjustments.
Patient-controlled analgesia systems with
AI automatically adjust medication. In re-
search, AI analyzes large datasets to identi-
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
379
RECIMUNDO VOL. 9 N°2 (2025)
fy biomarkers and future therapies. Despite
its potential, challenges such as data priva-
cy and the need for adequate training must
be addressed, emphasizing AI's comple-
mentary role in patient care to achieve more
precise and personalized treatment (49).
8.2. Portable Ultrasound and Color Doppler
Figure 5. Color Doppler superimposed on 2D ultrasound of the anterolateral area of the
neck at the C6/C7 level. Observing only the 2D ultrasound image, one might confuse the
vertebral artery (2) with a nerve root. Both can appear similar on 2D ultrasound. Color
Doppler helps to distinguish nerve roots from blood vessels. 1) Carotid artery; 2) Vertebral
artery; 3) Inferior thyroid vein
Source: Boezaart & Ihnatsenka (50).
Color Doppler assists in distinguishing mo-
ving structures, such as blood flow within
vessels, which is particularly useful as hypoe-
choic proximal nerves can be mistaken for
blood vessels (50). While 2D ultrasound can
be ambiguous, color Doppler helps differen-
tiate nerve roots from blood vessels and de-
termine blood flow direction (50). However,
color Doppler is most effective when ultra-
sound waves are nearly parallel to the flow,
and may produce false negatives at near-90°
angles or with low flow; tilting the probe and
using power Doppler can improve vessel re-
cognition in such cases (50).
The advent of portable ultrasound devices
has enabled point-of-care (POC) diagnostics,
bringing imaging to the patient's bedside ra-
ther than a separate lab (51). Studies show
that adding portable ultrasound to routine
clinical exams changes, adds, or confirms a
significant diagnosis in one out of three pa-
tients, making it indispensable for diagnos-
tic purposes (51). This bedside accessibility
also facilitates faster diagnosis and immedia-
te treatment initiation, improving patient out-
comes (51). Furthermore, it can reduce the
need for invasive tests by aiding in diagnosis
at the bedside (51). Portable devices are es-
pecially beneficial in out-of-hospital settings
like remote medical camps and low-income
treatment centers (51).
Applications
Portable ultrasound devices have various
applications. In musculoskeletal issues,
they can diagnose conditions like partial or
full rotator cuff tears with sensitivity compa-
rable to arthroscopy, potentially avoiding
unnecessary MRIs and saving time and mo-
ney (51). They are also used in knee joints
to rule out meniscus tears and in emergency
departments to detect inflamed joints, hel-
ping exclude joint effusion (51). Furthermo-
re, portable ultrasound guides treatments in
the operating room, such as administering
regional anesthetic blocks and detecting
lesions/masses for ultrasound-guided biop-
sies. In vascular surgery, they aid in identif-
ying relevant blood vessels (51).
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
380 RECIMUNDO VOL. 9 N°2 (2025)
8.3. Automated Infusion Systems for Continuous Regional Analgesia
Figure 6. Automated Infusion Systems. Electronic Infusion Pump (left). Variable Rate Infu-
ser + PCA (right)
Source: Eimil Rúa (52).
Benets:
Prolongs postoperative analgesia time.
Increases analgesic quality.
Minimizes opioid-related side effects.
Allows for the successful incorporation
of new surgical procedures.
Improves patient satisfaction.
Decreases sleep disturbances.
Shortens hospital stay.
Facilitates early rehabilitation (52).
Features:
Lightweight and comfortable to wear
.Easy to handle and understand for the
patient and caregiver.
Possibility of continuous infusion and/or
boluses.
Adaptation to analgesic needs.
Ability to administer different doses.
Infusion time adjusted to patient needs,
duration 2-5 days.
Sufficient capacity for the required local
anesthetic.
Possibility of reprogramming to adjust to
analgesia requirements.
Variable basal flow rate (maximum pos-
sible flow range).
Adequacy between the programmed
and administered dose.
Consistency in perfusion.
Lowest possible cost (52).
The viability of an automated continuous in-
fusion system in different clinical contexts
depends on several factors, including the
technology used, the ability to integrate into
the hospital environment, patient safety, and
cost-effectiveness.
Potential Advantages:
Precision and Control: Allows for preci-
se administration of medications or nu-
trients, adapting to the specific needs of
the patient.
Consistency: Reduces human errors in
dosage and infusion control.
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
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RECIMUNDO VOL. 9 N°2 (2025)
Real-time Monitoring: Facilitates the
early detection of complications or chan-
ges in the patient's condition.
Efficiency: Can decrease the workload
of healthcare personnel and optimize re-
sources (53).
Clinical Contexts Where It May Be Viable:
Intensive Care: For continuous adminis-
tration of vasoactive drugs, sedatives, or
parenteral nutrition.
Neonatology: For infants with precise
and delicate requirements.
Surgery: During procedures requiring
controlled and precise infusions.
Oncology: For continuous or frequently
administered chemotherapy.
Rehabilitation and Pain Management:
With analgesics or sedatives in automa-
ted infusion pumps (53).
9. Comparison of Strategies.
Ultrasound-Guided Blocks vs. General
Anesthesia:
Precision and Safety: Ultrasound gui-
dance allows real-time visualization of
nerves, vessels, and the needle, ena-
bling precise local anesthetic placement
and reducing complications like vascular
or nerve puncture compared to anatomi-
cal landmark-based techniques. General
anesthesia, inducing unconsciousness,
necessitates comprehensive airway and
cardiovascular control with inherent risks
related to intubation, mechanical ventila-
tion, and systemic effects of anesthetic
drugs (19, 54–56).
Recovery: Patients receiving ultra-
sound-guided blocks often experience
faster recovery with fewer systemic side
effects (e.g., nausea, vomiting) than tho-
se under general anesthesia. This is due
to the localized nature of regional anes-
thesia, avoiding whole-body exposure
to anesthetic drugs. General anesthesia
can lead to a longer recovery period due
to residual drug effects (19, 54–56).
Postoperative Analgesia: Ultrasound-gui-
ded peripheral nerve blocks can pro-
vide excellent postoperative pain relief
in the blocked region, often decreasing
the need for systemic analgesics, inclu-
ding opioids, and their associated side
effects. Analgesia after general anesthe-
sia typically relies on systemic medica-
tions (19, 54–56).
Suitability: General anesthesia is ne-
cessary for extensive surgeries, proce-
dures requiring complete immobility, or
in patients who cannot tolerate regional
anesthesia. Ultrasound-guided blocks
are ideal for surgeries on extremities, the
abdominal wall, and other specific areas
where selective nerve blockade is possi-
ble (19, 54–56).
Continuous Catheters vs. Systemic Anal-
gesia:
Prolonged Pain Control: Continuous
catheters, placed near peripheral nerves
or in the epidural space, allow for conti-
nuous or intermittent administration of lo-
cal anesthetic for several days. This pro-
vides more sustained and effective pain
control compared to systemic analgesia
(oral or intravenous), which often results
in fluctuations in pain levels (19, 54–56).
Opioid Reduction: Continuous regional
analgesia can significantly reduce the
need for systemic opioids, which in turn
decreases opioid-related side effects
such as sedation, constipation, nau-
sea, and the risk of respiratory depres-
sion. Systemic analgesia often relies on
opioids for moderate to severe pain, with
their consequent adverse effects (19,
54–56).
Functional Recovery: Better pain con-
trol with continuous catheters facilita-
tes early mobilization, physical therapy,
OPTIMIZATION OF REGIONAL ANESTHESIA IN ORTHOPEDIC SURGERY: BENEFITS IN POSTOPERATIVE
PAIN MANAGEMENT
382 RECIMUNDO VOL. 9 N°2 (2025)
and ultimately, faster functional recovery
compared to inadequate systemic anal-
gesia (19, 54–56).
Personalized Management: Continuous
catheters allow for adjustment of the local
anesthetic dose and administration regi-
men according to individual patient needs
and pain intensity over time. Systemic
analgesia is often based on fixed doses
or patient demand, which may not always
match changing pain needs (19, 54–56).
Risks: Continuous catheters carry a
risk of infection at the insertion site and
the possibility of catheter displacement,
which could compromise analgesia. Sys-
temic analgesia, especially with opioids,
has its own risks, such as the side effects
mentioned above (19, 54–56).
Table 5. Comparative Table
Source: Arévalo Gutiérrez; Prat Calero et al; Ramírez Flores; Vera, Lorenti, López, Ron,
Solis, Zambrano, Romina, et al (19,54–56).
Feature
Ultrasound-Guided Blocks
(Single Dose)
Ultrasound-Guided
Continuous Catheters
Block Duration
Limited (hours to a day, depending
on the drug)
Prolonged (days, while the
catheter is active)
Need for Rescue
Analgesia
Higher, as the block effect
diminishes
Lower, with adjustable
continuous analgesia
Complications
Lower risk of systemic
complications, risk of
nerve/vascular puncture | Risk of
infection, catheter displacement,
complications similar to single
dose
Time to
Ambulation
Potentially faster (without
prolonged motor block) | May be
slower initially (if motor block is
present), but better long-term due
to better pain control
Additional Considerations:
The duration of the block with single-do-
se techniques depends on the local
anesthetic used (e.g., lidocaine vs. bu-
pivacaine vs. ropivacaine) and can be
extended with adjuvants.
The need for rescue analgesia is inver-
sely related to the duration and effective-
ness of the initial block. Catheters allow
for the administration of additional bolu-
ses or infusions to maintain analgesia.
Complications from ultrasound-guided
blocks are generally low when perfor-
med correctly. Catheters introduce ad-
ditional risks but can avoid the need for
multiple injections.
The time to ambulation may be initially
affected by motor block, but better long-
term pain control with catheters can fa-
cilitate earlier rehabilitation (19, 54–56).
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.
383
RECIMUNDO VOL. 9 N°2 (2025)
Conclusions
The optimization of regional anesthesia (RA)
in orthopedic surgery, through the imple-
mentation of modern techniques such as
ultrasound-guided blocks and continuous
catheters, represents a significant advan-
cement in postoperative pain management
with multiple proven benefits. Compared to
general anesthesia and traditional systemic
analgesia, modern RA offers greater preci-
sion and safety in the administration of local
anesthetics, resulting in more effective and
specific pain control in the surgical region.
Ultrasound-guided peripheral nerve bloc-
ks allow for real-time visualization of nerve
structures, minimizing the risk of complica-
tions and facilitating early and high-quality
postoperative analgesia, often with a signi-
ficant reduction in the need for opioids and
their associated side effects. This translates
to faster recovery, early mobilization, and
greater patient satisfaction.
For their part, continuous catheters extend
the analgesic benefits of RA for several
days, providing sustained and adjusta-
ble pain control tailored to the individual
patient's needs over time. This prolonged
analgesia facilitates rehabilitation, decrea-
ses the incidence of postoperative chronic
pain, and contributes to a potentially shorter
hospital stay.
While the successful implementation of
these techniques requires specialized tra-
ining and well-defined protocols, current
evidence strongly supports their value in
optimizing postoperative pain management
in orthopedic surgery. Modern RA, by mini-
mizing exposure to general anesthetics and
reducing dependence on systemic opioids,
not only improves the patient experience
but can also have a positive impact on heal-
thcare costs and long-term outcomes. Con-
sequently, the integration and continuous
improvement of image-guided RA techni-
ques should be a priority in contemporary
orthopedic practice.
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CITAR ESTE ARTICULO:
Acuña Meza , D. S., Anda Suárez, P. X., Estrada Segura, G. J., & Acosta Pas-
trano , K. A. (2025). Optimization of regional anesthesia in orthopedic surgery:
Benefits in postoperative pain management. RECIMUNDO, 9(2), 361–386. ht-
tps://doi.org/10.26820/recimundo/9.(2).abril.2025.361-386
ACUÑA MEZA , D. S., ANDA SUÁREZ, P. X., ESTRADA SEGURA, G. J., & ACOSTA PASTRANO , K. A.