Abstract
Abstract
Bariatric surgery is a safe and highly effective option for treating the disease of morbid obesity. Given that the numbers of morbidly obese adults exceed one in twenty in the United States, bariatric surgery is no longer an uncommon surgical procedure and will likely continue to become increasingly common. Therefore, it is imperative that nursing programs prepare prelicensure students to deliver high-quality, competent care to bariatric surgical patients. These patients have complex collaborative care needs that can be best taught utilizing an active learning format, such as the case study format. This article presents an exemplar case study that can be used to teach nursing students about the unique needs of the bariatric surgical patient. The pre-operative, peri-operative, post-operative, and continuing care needs of the bariatric surgical patient are addressed using a nursing process framework and critical thinking exercises.
Introduction
Obesity contributes to approximately 112,000 preventable deaths annually. 2 Direct costs associated with obesity-related morbidity now exceed $61 billion annually. 3 Obesity is associated with heightened risks for hypertension, hypercholesterolemia, type 2 diabetes, arteriosclerotic cardiovascular disease, obstructive sleep apnea, non-alcoholic fatty liver disease, cholecystitis and cholelithiasis, osteoarthritis, and some neoplasms that include breast, endometrial, prostate, renal, and colon cancers.2,3 In particular, the recent steep rise in the numbers of obese American adults correlates with the epidemic rise in the prevalence of American adults with type 2 diabetes, which is now at 8%, a tripling in numbers since 1980. 2 Those who are morbidly obese, or whose body mass indices (BMI) exceed 40 Kg/m2, are at particular risk for suffering many of these morbid conditions.
Though the American Society for Metabolic and Bariatric Surgery (ASMBS) and the Centers for Medicare and Medicaid Services (CMS) both assert that obesity is a disease, 3 not all laymen and clinicians share this view. Obese adults are commonly viewed as lazy, unsuccessful, overindulgent, and lacking self-control.4,5,6 While behaviors may share a role in the genesis of obesity, there are many other key factors that favor the development of obesity, which can be categorized as environmental, genetic, metabolic, cultural, and socioeconomic.1,2 Therefore, the root causes of the obesogenic American way of life are truly complex and multifactorial.
Much recent media publicity has revolved around implementing primary prevention strategies to thwart the onset of obesity-related morbidity among adults through eliminating obesity among children. Indeed, Michelle Obama has recently launched the much-lauded “Let's Move” campaign. 7 While there is hope that the prevalence of adult obesity in the United States will eventually decline as a result of this campaign, the needs of today's obese adults must be met through secondary and tertiary risk reduction strategies in order to improve both their length and quality of life.
Bariatric surgery is the most effective treatment option for morbidly obese adults in that it frequently results in long-term weight loss, improvement or sometimes complete resolution of comorbid conditions such as type 2 diabetes, improved quality of life, and longer life.8,9,10 Moreover, bariatric surgery may be indicated in adults with BMIs in excess of 35 Kg/m2 with one or more significant obesity-related comorbid conditions, 11 and may result in parallel successes. In these instances, the overall benefits of bariatric surgery outweigh the potential surgical and post-operative risks. 12 Indeed, the overall benefits of bariatric surgery in terms of inducing remission or improvement in diseases such as type 2 diabetes, obstructive sleep apnea, hypertension, hypercholesterolemia, and non-alcoholic liver disease are so profound that bariatric surgery is now viewed as a highly effective type of metabolic treatment. 13
Given that bariatric surgery is a safe and highly effective option for treating the disease of morbid obesity and of obesity with comorbidity, and given that the numbers of morbidly obese adults exceed one in twenty in the United States, bariatric surgery is no longer an uncommon surgical procedure and will likely continue to become increasingly common. Therefore, it is imperative that nursing schools prepare prelicensure students to deliver high-quality, competent care to the bariatric surgical patient.
Nursing students must learn key concepts and theories of obesity and the principles that guide its treatments within a disease management framework that mirrors the framework used to learn about other diseases, such as coronary artery disease. Pathophysiological principles, risk factors, clinical manifestations, and assessment and diagnostic findings for the obese patient should all be addressed within the nursing process framework. In addition, given that many clinicians harbor misperceptions regarding obese persons and may be prone to stigmatize them, 4 students' feelings and perceptions regarding obesity should be explored, and theories that explain the complex pathogenesis of obesity should be proffered, much in the same way that students tend to be taught about alcoholism and addictive disorders and how to best care for patients with these diseases. Indications for bariatric surgery and the care of the bariatric surgical patient should be part of all prelicensure nursing curricula.
Although seminal obesity-related content and the care of bariatric surgery patients may be addressed with students in the traditional lecture format, the complex holistic needs of these patients might not be readily apparent to students in the lecture hall. Sandstrom 14 asserts that nursing students have more difficulty understanding the complexity of chronic diseases when they are taught in the traditional lecture format, which encourages passive learning. Rather, active learning methods are more effective in facilitating critical thinking skills in these students. One method of active learning that can facilitate critical thinking, problem solving, and confidence in clinical practice is the case study format.14,15
The case study presented in this article was developed by the authors to teach prelicensure students enrolled in a first-level medical-surgical course of a baccalaureate nursing program. This case incorporates several different critical thinking exercises developed to enhance the students' understanding of best practices to utilize when rendering care to a bariatric surgery patient at different points in time during the pre-operative and immediate post-operative timeframe, and in successfully providing continuing care for the bariatric surgery patient post hospital discharge.
Teaching Material and Methods: The Case Study
Case study part 1: Pre-operative background and screening
Ella, a 32-year-old Latina measuring 5'6” and weighing 223 pounds, works full-time as a cosmetologist at a local hair salon. She has been working with the Weight Loss Management Center and her primary care provider over the past year and a half to achieve a healthy lifestyle. During her treatment at the Weight Loss Management Center, she has failed to see significant results, yielding a total loss of 12 pounds. She has been referred to the Bariatric Center for a surgical consultation for gastric bypass.
At the time of Ella's consultation, the nurse practitioner noted the following obesity-related comorbidities in her medical record: sleep apnea, hypertension, and dyslipidemia. Ella's body mass index was 36 kg/m2, which relates to Obese Class II in the International Weight Class. 16 She stated that she was “heavy and fat” most of her young adult life. The dietary consultation assured that Ella was motivated and determined to meet program standards if selected for surgery. Her commitment to a rigorous dietary regimen for the past 18 months has demonstrated she desires to meet her weight loss goals by making the necessary lifestyle changes. The psychological consultation revealed that Ella was sexually abused as a juvenile at the age of 12 by an adult male neighbor. Currently it is apparent, through verbal discussions with Ella, that she has a healthy relationship with her husband and has been happily married for six years. She is also a mother to a three-year-old son. She verbalized that she has not received any psychological therapy within the past 12 years. The surgeon and nurse practitioner thoroughly discussed the above information and extensively reviewed her knowledge and expectations of the procedure (Table 1).
Case study part 2: The peri-operative and post-operative period
After the nurse practitioner consulted with the surgeon, Ella was found to be a viable candidate for the laparoscopic Roux-en-Y gastric bypass procedure (LRYGB). Her surgery was scheduled two months after the date of her consultation. The LRYGB was performed without complications (Figure 1).

Roux-en-Y gastric bypass. A horizontal row of staples across the fundus of the stomach creates a pouch with a capacity of 20 to 30 mL. The jejunum is divided distal to the ligament of Treitz, and the distal end is anastomosed to the new pouch. The proximal segment is anastomosed to the jejunum.
Care in the post-anesthesia care unit
Ella recovered in the post-anesthesia care unit (PACU) and received intravenous (IV) vitamin-enriched fluid hydration at 200 mL/hour to maintain adequate urine and cardiac output. Her blood pressure fluctuated immediately post procedure, which lengthened her time in the PACU. To decrease and stabilize her blood pressure, fluid hydration was decreased to 125 mL/hour and she was administered 5 mg of metoprolol tartrate through her IV. Sequential compression devices (SCDs) remained on since induction of anesthesia and subcutaneous heparin was ordered to prevent thrombotic complications post-operatively. After two hours she was then transferred to a bariatric-focused medical-surgical unit.
Care on the medical-surgical nursing unit
Upon arrival to the medical-surgical unit, the admitting nurse greeted Ella and assisted her with ambulating from the stretcher to a bedside chair. A thorough physical assessment was then performed by the nurse. The nurse identified a left forearm IV with D5 1/2 normal saline solution (NSS) with 30 mEq of potassium infusing at 125 mLs/hour. The nurse also noted that a urinary catheter and nasogastric tube were not inserted during the procedure. Five small laparoscopic incisions were identified and were well approximated and open-to-air. A single Jackson-Pratt drain was intact, draining bloody fluid. Breath sounds were clear but decreased bilaterally at the bases. Cardiac assessment was within normal limits except for a slightly elevated blood pressure and heart rate of 102 beats/minute. Pain assessment revealed the continued need for morphine to be administered intravenously every hour as needed for pain (Table 2).
A few hours later, after Ella is more alert and easily arousable, the nurse instructs Ella that she is to drink 30 mLs of sugar-free fluids every 15 minutes. The nurse reinforces that she should sip the liquid over the entire allotted time period and that she should stop if she feels full or is nauseated (Table 3).
As the evening progresses, Ella prepares for bedtime by ambulating to the bathroom and setting up her BIPAP machine that she brought from home. Overnight, Ella's oxygen saturations decreased to 89–90%. A respiratory therapist responds, per protocol, and adjusts the settings on the machine to achieve saturations over 92%. Ella's oxygen saturations return to normal readings by the early morning hours (Table 4).
On the first post-operative day, Ella's IV fluids were discontinued for she tolerated clear liquids without complaints of nausea or vomiting. Her IV morphine was switched to an oral liquid dose of 5–10 mLs of oxycodone/acetaminophen every four hours to manage her pain. She was able to ambulate independently around the room and with minimal assistance in the unit hallways. Her medications included the following:
Heparin: 5,000 units SQ TID Oxycodone/acetaminophen: 5–10 mLs PO q4h PRN for pain Metoprolol tartrate: 50 mg PO q12h daily
Case study part 3: Continuing care of the bariatric surgery patient
Discharge education and considerations
The surgeon rounds around noontime on the first post-operative day and is delighted to see how Ella has progressed over the past 24 hours post procedure. Discharge orders are written, and the nurse begins to prepare Ella for discharge to home. Discharge instructions will focus on adherence to the special diet, medication regimen, and identification of pending complications with protocols that assure appropriate follow-ups.
Student assignment: Identify appropriate functional health patterns and priority nursing diagnoses. Then construct a plan of care for Ella with three priority nursing diagnoses (Table 5 and 6).
Ella must introduce liquids and solid foods slowly back into her diet to prevent the early complication of vomiting and diarrhea.22,23 The nutritional regimen consists of five phases: clear liquids, full liquids, puree, soft foods, and regular diet. The phases are introduced over a three- to four-month period of time11,22 to avoid gastric distention and stretching of the newly formed gastric pouch. The nurse instructs Ella to avoid carbonated, alcoholic, and sugary beverages and to limit drinking of fluids to before or after meals. Failure to comply with these recommendations can cause gastric irritation and upset.
Bariatric surgery changes the body's ability to absorb and digest all contents that enter the gastrointestinal tract. This affects not only dietary needs but also pharmacological digestion and absorption. Since Ella is post-operative LRYGB, her primary care provider and surgeon will need to re-examine her pharmacological regimen to maintain therapeutic levels and avoid over- or underdosing events with prescribed medications. Sustained-release (SR) medications are not to be prescribed or taken by the post-operative LRYGB patient since they are not able to be absorbed correctly.3,11 Routine post-discharge medications include oral pain medications and vitamin supplements. Non-steroidal anti-inflammatory drugs (NSAIDS) should be avoided as use of these medications places the patient at a higher risk for developing gastric ulcers at the site of anastomosis. Furthermore, a proton pump inhibitor may be prescribed to decrease the likelihood of the development of gastric ulcers. 3 Medication ordered post-operatively should be administered through the IV route until an IV site is no longer available. The preferred medication administration route at discharge is oral liquids. If the ordered medication is not available in a liquid form, the medication should be crushed well and mixed into a small amount of fluid until Ella can tolerate a pureed diet. Swallowing pills whole is not recommended as the surgical pouch created during the LRYGB procedure can become easily blocked. 3 Vitamin supplements and protein-enriched fluid shakes are recommended to decrease the risk of nutritional deficiencies post-operatively that may occur due to the changes in absorption and digestion.21,22
The bariatric nurse needs to include in Ella's discharge instructions signs and symptoms of potential post-operative surgical adverse events. Post-operative complications of bariatric surgery can be classified into two categories: early and late. 18 Early complications occur within the first 30 days post-operatively and include the following: anastomotic leak, venous thromboembolism (VTE), vomiting, diarrhea, surgical site infection, and rhabdomyolysis. Nutritional deficiencies, abdominal hernias, stoma strictures, gastric ulcers, and cholelithiasis are late complications which develop after the first post-operative month to years later. Venous thromboembolism, such as deep vein thrombosis (DVT) or pulmonary embolism (PE), are the most prevalent post-operative complications despite current best practice prevention efforts with use of sequential compression devices, anticoagulant administration, and early ambulation. 25 The most critical and life-threatening early complication is an anastomotic leak occurring at the staple line. The onset is commonly within the first 48 hours after surgery. Identification of a leak at the site of the anastomosis is difficult without upper GI contrast studies and combined computerized tomography imaging 26 as signs and symptoms remain generalized with complaints of abdominal and back pain or pressure with restlessness and tachycardia. Commonly seen late complications consist of bowel obstruction leading to hernia formation and nutritional deficiencies related to malabsorption. 22
The last critical component of Ella's discharge conversation should devote a considerable amount of time in discussing available resources such as follow-up appointments, support groups, and online forums. These methods have been directly correlated to weight loss and weight management success after gastric bypass surgery. Utilizing lifelong support resources ensures dietary and exercise treatment adherence, maintains a state of good mental health, and reduces post-operative procedural complications. 16
Discussion
The case study format for teaching nursing students about the unique care needs of the bariatric surgery patient can only be successful if students present to the classroom environment adequately prepared. This is an active learning type of format, and requires preparation and full participation on the part of the students. Students must receive appropriate reading and studying assignments in advance of class and be prepared to synthesize concepts learned with the case or cases presented.
Holding students accountable for this level of preparation may seem daunting to novice faculty. However, there are strategies that faculty may employ to assure active student participation. Dividing students into small working groups assigned to tackle different critical thinking problems for presentation to their peers, who then evaluate each other's success at identifying appropriate answers and best practices, can be a highly effective method that assures students' active learning. For those course sections with high enrollments, dividing the class into small working groups may not be practical. Fortunately, technological advances can provide a reasonable alternative. Integration of classroom response systems, colloquially referred to as clickers, can assure that active student participation occurs, albeit in a mostly multiple-choice type of format to questions.
Out-of-class assignments that challenge students to provide care for patients utilizing the nursing process in the tried-and-true care plan format may also be encouraged. While the exemplar case study used in this article highlights a continuing plan of care for the bariatric surgery patient, alternate care plans could be assigned that highlight the care of the bariatric surgery patient during the screening phase, the peri-operative phase, or the immediate post-operative phase of treatment.
Finally, students should not only be introduced to best practices to assure best outcomes for bariatric surgery patients, but also have an appreciation for the field of bariatric nursing. Most baccalaureate nursing curricula offer a senior-level professional leadership course that introduces students to a plethora of career options. The specialty area of bariatrics should be introduced to these students as a viable and attractive career option. The option to eventually pursue specialty certification in bariatrics and its requirements should be introduced and cultivated.
Conclusion
The disease of obesity is much more prevalent in the United States today than it had been just a few decades ago. Obesity-related morbidity and mortality are considerable. Yet, there is little evidence that nursing curricula have incorporated obesity education content into coursework and clinical practicum experiences, even though obesity can be identified as America's “Public Health Enemy Number One.” Though this article gives one example of how to teach the care of the bariatric surgery patient using an active learning format into a first-level medical-surgical nursing course, merely addressing the disease of obesity in any curriculum through utilizing this one module is woefully insufficient.
Nursing students must learn that obesity is a disease in pathophysiology. They must learn of weight-lowering medications in pharmacology courses, as well as the effects that other medications can have on patients' weight. They must learn of the toll that obesity may take on patients throughout the life span in their pediatrics and gerontology courses, the emotional toll that obesity may take on persons in mental health courses, as well as comorbid psychological risk factors that may predispose certain persons to obesity, and they must learn of the adverse effects obesity may have on the gravid woman and the neonate. Societal, cultural, and economic risks for obesity should be identified during community health courses, as well as methods that may ameliorate these risks. In addition to learning about obesity in the classroom, practicum experiences for students should include rotations in weight management centers and bariatric services programs, and with support groups such as Overeaters Anonymous.
Finally, throughout their program of study, students should be encouraged to examine their own beliefs and attitudes toward obesity so that they can move beyond any preexisting prejudices or misperceptions and deliver the best care to patients diagnosed with obesity.
Footnotes
Acknowledgments
The authors would like to thank Maureen Miletics, RN, BSN, MS, CBN, Director of Bariatrics Services, St. Luke's Hospital–Allentown Campus, Allentown, Pennsylvania, for serving as a consultant in the development of this article.
The case study presented in this article was developed for teaching purposes for pre-licensure baccalaureate students and represents a composite of several different patients who received nursing care in a bariatric surgical center.
Disclosure Statement
No competing financial interests exist.
