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. 2024 May 22;10:100286. doi: 10.1016/j.bjao.2024.100286

Systematic review and narrative description of the outcomes of group preoperative education before elective major surgery

Imogen Fecher-Jones 1,, Chloe Grimmett 2, Ben Ainsworth 3, Frances Wensley 5, Laura Rossiter 4, Michael PW Grocott 5, Denny ZH Levett 5
PMCID: PMC11145434  PMID: 38832071

Abstract

Background

Group preoperative education is becoming standard care for patients preparing for surgery, alongside optimisation of exercise, diet, and wellbeing. Although patient education is essential, the effectiveness of group education programmes or ‘surgery schools’ as a means of delivery is unclear. This review examines whether attending group preoperative education improves patient outcomes.

Methods

We systematically reviewed studies of group perioperative education before major elective surgery. Observational or intervention studies with a baseline group or control arm were included. All outcomes reported were collected and, where possible, effect estimates were summarised using random effects meta-analysis.

Results

Twenty-seven studies reported on 48 different outcomes after group education. Overall, there was a 0.7 (95% confidence interval 0.27–1.13) day reduction in mean length of stay. The odds ratio for postoperative complications after abdominal surgery was 0.56 (95% confidence interval 0.36–0.85; nine studies). Patient-centred outcomes were grouped into themes. Most studies reported a benefit from group education, but only postoperative physical impairment, pain, knowledge, activation, preoperative anxiety, and some elements of quality of life were statistically significant.

Conclusion

This review presents a summary of published evidence available for group preoperative education. While these data lend support for such programmes, there is a need for adequately powered prospective studies to evaluate the effectiveness of preoperative education on clinical outcomes and to evaluate whether behaviour change is sustained. Furthermore, the content, timing and mode of delivery, and evaluation measures of preoperative education require standardisation.

Systematic review protocol

PROSPERO (166297).

Keywords: perioperative medicine, prehabilitation, preoperative education, surgery school, systematic review


Preoperative education is an accepted standard for preparing patients for elective surgery, recommended by the Centre for Perioperative Care.1 Well prepared patients are less anxious and recover more quickly.2 Traditionally undertaken one-to-one in presurgical clinics, the last decade has seen an increasing shift within the UK towards group-based education, often known as ‘surgery schools’.3 Schools are generally delivered as a single education session by clinicians to groups of patients and cover how to prepare for and recover effectively from surgery. Such schools have the potential to improve clinical outcomes as patients are encouraged to modify lifestyle behaviours that can reduce their risk of postoperative complications and may also have a lasting effect on their health.

Individual studies of surgery schools have reported benefits such as reduced length of hospital stay, reduced preoperative anxiety, and reduced postoperative pain.4,5 Previous systematic reviews are limited to single specialty surgery schools,6,7 or included a diverse range of patient education interventions rather than focusing on group education.8,9 All have reported inconclusive evidence. In other fields, group education has been shown to be effective at supporting patients to improve their lifestyle behaviours, is cost-effective, and perceived to be of value to patients.10,11

Group preoperative education is rapidly becoming standard care for patients3 alongside preparation for surgery through the optimisation of exercise, diet, and wellbeing.12 Given the cost of delivering such interventions,13, 14, 15 there is an urgent need to review the outcomes of group preoperative education across all surgical specialties. This review aims to identify whether group preoperative education for adult patients undergoing major elective surgery improves patient outcomes.

Methods

The Preferred Reporting Items for Systematic Reviews Statement16 and Cochrane's Handbook for Systematic Reviews of Interventions17 were used to guide the analysis and reporting.

The protocol for the review was registered on PROSPERO ID 166297 in 2020 and updated in 2023.

Eligibility criteria

To be included in the analysis, the group education intervention was a stand-alone session, delivered to adults and contained core topics including; how to prepare for surgery, what to expect, and description of inpatient stay. For further detail on inclusion and exclusion criteria see Supplementary File 1. Participants were adults preparing for major elective surgery, defined as any invasive repair or resection not routinely undertaken as a day case procedure.

Search strategy

A search strategy was devised and piloted using key terms relating to preoperative education and their synonyms. Intervention concepts were explored using database-specific syntax rules and combined with Boolean operators (see Supplementary File 2 for search strategy). The search was initially undertaken on 28 October 2022 and updated on 19 September 2023, using six electronic databases, including MEDLINE, CINAHL, PsychINFO, EMBASE, Pubmed, and the Cochrane Library. Searches through reference lists of included studies and existing reviews were also undertaken.

Selection process

Electronic search results were imported into the reference management software ENDNOTE, and duplicates removed. The remaining citations were screened by title and abstract and then by full text. A second researcher blindly rescreened 10% of the citations at each stage. On occasions of uncertainty, further discussion ensued until a mutual consensus was reached. When a study provided insufficient detail to assess eligibility, the corresponding author was contacted for clarity.

Data collection process

Data, including study design and aims, participant details, primary and secondary outcomes, type of analysis, and overall findings, were extracted. Data describing the intervention were extracted using the Tidier Framework.18

Reporting bias assessment

The methodological quality of the included studies was assessed using the ‘Risk of Bias 2’ tool19 for randomised controlled trials and Robins-I20 for observational studies. The Cochrane GRADE approach21 was used when summarising the data for each identified outcome.

Data analysis

Study findings were compared, and differences between interventions summarised. Outcome data were grouped into key areas (themes) under the headings of ‘clinical outcomes’ and ‘patient-centred outcomes’. Where multiple studies reported comparable outcomes (length of hospital stay and complications), effect estimates were combined using random effects restricted maximum likelihood (REML) meta-analyses, weighted by sample size. Results were displayed using forest plots. Most studies reported mean and standard deviation for length of stay; where this was missing, authors were contacted for data and on one occasion,22 values were estimated from a figure included in the published study. I2 was used to estimate the extent to which the variation between studies was associated with statistical heterogeneity rather than chance. Quantitative analyses were conducted using Stata version 16 (StataCorp LLC, College Station, TX, USA). A narrative synthesis was undertaken for all other reported outcomes.

Results

The literature search yielded a total of 8414 potentially relevant titles, from which 4775 unique titles and abstracts were screened (Prisma Flow Chart, Fig 1.). One hundred and seventy-nine full texts were reviewed, with 27 studies meeting the inclusion criteria. A summary of studies is provided in Table 1.

Fig 1.

Fig 1

PRISMA 2020 flow diagram reporting results of literature search. Adapted from Page and colleagues.16

Table 1.

Summary of included studies and outcomes. ADL, activities of daily living; EQVAS, EuropeanQol Group Visual Analogue Scale; IV, intravenous; LoS, length of stay; MDT, Multidisciplinary Team ; N/A, Not applicable; QoL, quality of life; UKEQ5D, EuropeanQol Group 5 Dimensions Scale.

Study Country Speciality Aim Study design Sample intervention Sample control Outcomes Method Analysis Results Risk of bias
Fortin, 19764 Canada Mixed abdominal To assess efficacy and efficiency of group preoperative education RCT 37 (Mean age 41.8) (16% male) 32 (Mean age 40.5)
(9% male)
Primary
Functional capacity
Secondary
Analgesia used, comfort, satisfaction, LoS, readmissions and 33-day mortality.
Patient interviews with physical function, comfort, and satisfaction questionnaires at postoperative day 2, 10, and 33. Patient analgesic utilisation diary. Extraction of clinical outcomes and patient characteristics from clinical records. Descriptive and statistical analysis Intervention group benefitted from the program regarding physical function, comfort, less pain, and satisfaction. Restored to ‘normal life’ more quickly. Low
Phillips, 197723 USA Hysterectomy To compare physician individual preoperative education with a group class Observational study 15 27 Primary
Understanding of surgery, recovery, impact on post-surgical sexuality, and self-image.
Secondary
Unresolved fears
Preoperative interview Descriptive statistics and some thematic analysis Control group cohort had more unanswered questions, had less understanding of impact on sexuality, and expected negative changes in sexuality. Intervention group for positive about after-effects of surgery. Not enough information reported
Crabtree, 197814 USA Mixed abdominal and thoracic To assess whether group or individual teaching is most cost-effective Observational study 15 15 Primary
Cost analysis
Secondary
LoS, vital capacity, and pulmonary complications.
Retrospective log of chargeable activity, extraction of clinical outcomes from clinical records. Descriptive and statistical analysis Group session costs more per patient than individual teaching. Vital capacity and LoS no significant difference. Group intervention patients developed significantly fewer pulmonary complications. Not enough information reported
Kosik, 198624 USA Mixed abdominal Evaluation of intervention outcomes Observational study 60 (12% Male) 77 (16% Male) Primary
IV analgesia requirements, walking ability at days 1 and 3 and LoS.
Retrospective extraction of clinical outcomes from clinical records. Descriptive statistics Intervention group used less IV analgesia, were more likely to walk on day 1, 1 day less LoS Low
Spalding 199513 UK Orthopaedics (hips) To investigate the benefits to the patient and organisation of the intervention Non-randomised intervention study 20 (Mean age 71.1)
(43% male)
21 (Mean age 71.2) (62% male) Primary
LoS
Secondary
Postoperative mobility, IV. analgesia requirements, preparedness for home, number of home visits, complications, and cost analysis.
Data collected after surgery included patient characteristics, preparation checklist, morphine usage, mobility, number of home visits, and postoperative complications from clinical records. Descriptive statistics Intervention group used less morphine, were independent with frame and stick earlier, shorter LoS, fewer home visits, fewer complications. Intervention was more cost-effective as a result of improved outcomes. Moderate
Nelson, 199625 UK Cardiac Evaluation of whether the intervention reduced patient preoperative fears and anxiety Observational study (service evaluation) 20 (Age range 40–79)
(70% male)
20 (Age range 30–89) (70% male) Primary
Preoperative fears
Secondary
Pain expectation and satisfaction.
Questionnaire with closed and open questions, completed 24–48 hours before discharge Descriptive statistics and some thematic analysis 100% Of intervention group with fears had them reduced, no difference in pain expectation, and high level of intervention satisfaction. Moderate
Hörchner, 199926 Netherlands Bariatric surgery To investigate effect of intervention on postoperative pain, analgesic use, vomiting, and nursing care duration RCT 11 (Mean age 32.6) (100% female) 14 (Mean age 37.9) (100% female) Primary
Pain, frequency of vomiting, and analgesic use and LoS.
McGill pain questionnaire with data collected 6, 12, 24, and 72 hours after surgery. Extraction of clinical outcomes from clinical records. Statistical analysis Statistical differences in favour of the intervention in postoperative pain, analgesia use, vomiting and duration of nursing care (LoS). Moderate
Giraudet-Le Quintrec, 20035 France Orthopaedics (hips) To investigate effect of MDT group intervention on preoperative and postoperative anxiety RCT 48 (Mean age 62.7) (50% male) 52 (Mean age 64.3) (40% male) Primary
Preoperative and postoperative anxiety.
Secondary
Preoperative and postoperative pain, morphine usage,1st day of standing up after surgery, LoS, blood transfusion, complications, and satisfaction.
Preoperative and post-surgery self-evaluation functional score, health assessment questionnaire, depression rating scale, anxiety self-evaluation state, and trait inventory. Statistical analysis Intervention group patients were less anxious and had less preoperative pain and could stand sooner. After surgery, intervention group showed trend toward lower anxiety; this was not statistically significant. Low
Guimaro, 200727 Brazil Liver transplant To compare knowledge levels before and after intervention Non-randomised intervention study 113 (Mean age 48.7) 47% male N/A Primary
Knowledge pre- and post-intervention
Pre- and post- intervention knowledge questionnaire. Descriptive and statistical analysis Knowledge in all areas increased, knowledge regarding what to expect while in hospital was statistically significant. Moderate
Jones, 201128 UK Orthopaedics (knees) To evaluate the impact of intervention on LoS Observational study 322 (Mean age 69.5)
(46% male)
150 (Mean age 69.2)
(44% male)
Primary
LoS, in-patient complications, and hospital readmissions.
Prospective extraction of clinical outcomes from clinical records. Statistical analysis The mean LoS was reduced by 2 days in the intervention group. Some 20% more of the intervention group were discharged within 1–4 days. No difference in complications and readmissions between the two groups. Moderate
Papanastassiou, 201129 USA Orthopaedics (spines) To compare intervention and control group perceptions of their pain management Observational study 77 (Mean age 55)
14% male
78 (Mean age 55)
14% male
Primary
Overall satisfaction and pain relief satisfaction
Retrospective analysis of a post-discharge satisfaction questionnaire. Statistical analysis Intervention group reported better satisfaction with pain control which was statistically significant. No statistical difference was found in overall satisfaction. Serious
Lane-Carlson, 201230 USA Orthopaedics (hips and knees) To compare surgery experiences between intervention and control group Qualitative study 16
38% Male
8
25% Male
Primary
Experience
Secondary
Differences in perception of physical, social, and psychological needs and what facilitated surgery preparation.
Semi-structured interviews. Narrative analysis The Total Joint Replacement Class promoted a sense of social connectedness and engaged participants in fostering independence. Attendees exercised more and were more mentally prepared than those who did not. N/A
Collin, 201531 USA Prostates To evaluate the impact of intervention on postoperative calls to nurses Observational study 123 (Mean age 61) 69 (Mean age 62) Primary
Postoperative calls by patients to specialist nurses.
Secondary
Type of call
Calls logged 7–12 days after surgery until catheter removed. Statistical analysis and thematic analysis of reason for calls No significant difference in the number of calls, but reassurance-related calls were significantly lower in intervention group Serious
Kim, 201532 USA Orthopaedics (hips and knees) Impact of intervention on adherence to preoperative instructions Observational study 104 (Mean age 64)
35% male
140 (Mean age 63)
36% male
Primary
Attendance, adherence to preoperative protocol, warfarin, celecoxib, mupirocin, chlorhexidine wash, no shaving, and no marking.
Adherence to protocol questionnaire administered on day of surgery. Statistical analysis Attendance 46%, no difference in medication adherence, and no relationship between adherence and time difference between class and surgery. Serious
Moulton, 201522 UK Orthopaedics (hips and knees) To assess the impact of intervention on patient outcomes Observational study 233 (Mean age 70) 85 (Mean age 73) Primary
LoS
Secondary
Hip scores and mobilisation on day of surgery.
Retrospective analysis of Oxford Hip Scores collected before surgery, 6 months and 2 yr after surgery. Extraction of LoS from clinical records. Statistical analysis Significant reduction in LoS for intervention 3.53 vs 4.27. Positive effect on mobilisation and outcome scores. Moderate
O'Reilly, 201833 Southern Ireland Orthopaedics (hips and knees) To assess knowledge levels pre- and post-intervention Non-randomised intervention study 57 (Mean age 64.5)
47% male
N/A Primary
Patient knowledge
Pre- and post-intervention, knowledge questionnaire Descriptive and statistical analysis Aside from questions regarding anaesthesia and physiotherapy, knowledge improved in all other areas after intervention with statistical significance. Serious
Eastwood, 201934 Canada Orthopaedics (spines) To evaluate whether intervention reduced patient dissatisfaction with surgical expectations Observational study 103 103 Primary
Postoperative satisfaction
Secondary
Postoperative pain, disability, emergency department admissions.
Pre- and post-intervention (12 weeks postoperative) back pain, leg pain, and disability scale. Postoperative satisfaction survey, postoperative expectations survey. Descriptive and statistical analysis Intervention group more satisfied with outcomes at 12 weeks after surgery. Control less likely to have expectations met. Intervention group also had significantly lower back pain and fewer emergency department admissions. Serious
Sisak, 201935 UK Orthopaedics (hips and knees) To investigate whether intervention decreased LoS Observational study 1018
Hip: (Mean age 69.9) (35% male). Knee: (Mean age 70.9) (41% male)
215
Hip: (Mean age 71) (37% male). Knee: (Mean age 72.2) (38% male)
Primary
LoS and attendance
Data on attendance at class and mean LoS collected from medical notes. Statistical analysis Intervention hip patients' mean LoS reduced by 0.37 days and 0.77 days for intervention knee patients, statistically significant. High-risk intervention knee patients mean LoS of 2.59 days less in hospital than control. Moderate
Solano, 202036 Guyana Orthopaedics (hips and knees) To assess if the intervention improved knowledge and anxiety before surgery Non-randomised intervention study 41 patients (Age range 61–70) 59% male
15 carers
N/A Primary
Knowledge and anxiety
Pre- and post- intervention questionnaires,
16-question knowledge survey and State and Trait Anxiety inventory Score.
Statistical analysis Knowledge scores for patients and carers both increased significantly. State anxiety improved, no change in trait anxiety; both significant findings. Serious
Walming, 202237 Sweden Colorectal To explore and compare intervention and control group patient experiences Observational study 37 (Median age 68) 29% male 72 (Median age 67) 57% male Primary
Patient experience
Secondary
Characteristics of two groups including QoL.
Satisfaction with information source questionnaire, provided to both groups with EQ5D & EQVAS. Experience questionnaire given to attendees only. Descriptive Both groups felt they received sufficient information, but more of the control group sought alternative information sources, including the internet.
Patient characteristics of note: control group more often experienced pain, anxiety/depression, and difficulties with ADLs pre-surgery.
Serious
Tong, 202138 USA Female top surgery To investigate whether intervention improved surgical outcomes Observational study 130 (Mean age 28.3) 488 (Mean age 26.9) Primary
Complications
Secondary
Patient experience
Patient satisfaction survey and extraction of clinical outcomes from clinical records. Statistical analysis Patients attending group sessions were 16.5% less likely to experience minor complications. Serious
Lewis, 202015 Australia Orthopaedics (hips and knees) To assess impact of intervention on clinical outcomes Observational study 166
Knee: (Mean age 70.1) 42% male.
Hip: (Mean age 67.9) 43% male
160
Knee (Mean age 70.2) 43% male.
Hip (Mean age 64.4)
(65% male)
Primary
LOS, costs, discharge destination and complications.
Secondary
Possible contributing factors to non-attendance: distance from hospital, lead time.
Extraction of clinical outcomes from clinical records from clinical record data. Descriptive and statistical analysis LoS 1 day less and fewer complications in the intervention group, but neither are statistically significant findings. Not enough information reported
Ahmad, 202139 Southern Ireland Orthopaedics (hips & knees) To investigate whether intervention reduced LoS Observational study 226
48% Male
294
50% Male
Primary
LoS
Extraction of clinical outcomes from clinical record data. Descriptive and statistical analysis 0.3-day reduction in LoS. Not statistically significant findings. Moderate
Koet, 202140 Netherlands Colorectal To assess whether the intervention improved QoL and clinical outcomes RCT 36 (Mean age 72.6)
69% male
39 (Mean age 70.5)
56% male
Primary
QoL
Secondary
LOS and complications
Pre-intervention: EORTC-QLQ-30, EORTC-QLQ-CR29, and EORTC-QLQ-info25.
Post-intervention, 1, 3, and 6-month follow-up: EORTC-QLQ-C30 and EORTC-QLQ-CR29.
Extraction of clinical outcomes from clinical records.
Descriptive and statistical analysis Intervention group developed more realistic expectations resulting in improved QoL and body image 1 month after surgery. No significant difference in other domains of QoL.
Statistically significant reduction in LoS (2 days).
Low
Pelkowski, 202141 USA Orthopaedics (hips and knees) To assess whether the intervention reduced the number of postoperative phone calls to nurses Observational study 50 (Mean age 69.5)
52% male
50 (Mean age 71.3)
50% male
Primary
Patient experience and number of calls made.
Secondary
Anxiety
Patient experience survey and call log Descriptive statistics Intervention group reported reduced anxiety (but no baseline, only retrospective self-report), called nurses less and felt better prepared. Critical
Blong, 202342 UK Orthopaedics (hips and knees) To evaluate if patient activation could be improved through a preoperative group education intervention Observational study 109 (Mean age 71) 48% male N/A Primary
Pre- and post- intervention patient activation measure.
Secondary
Subgroup analysis based on initial activation scores.
Correlation between Hip/knee scores and patient activation
Patient activation measure. Descriptive and statistical analysis Increase in patients' activation across levels 1–3 post-intervention. Only patients with pre-intervention activation level 1 and 2 increases were statistically significant. Moderate
Edwards, 202243 UK Orthopaedics (spines) To evaluate if the intervention was safe and reduced LoS Observational study 65 (Mean age 57.3) 46% Male Prospective: 85 (Mean age 55.9) 32% male
Historic: 100 (Mean age 56.4) 45% male
Primary
LoS
Secondary
Readmission (6 months), complications (up to 6 months), preparedness, familiarisation, anxiety.
Pre and post Likert scales for preparedness, familiarisation, anxiety.
Extraction of clinical outcomes from clinical records.
Descriptive and statistical analysis Significant reduction in LoS 2 days less than baseline. Significant difference towards greater surgical preparation, procedural familiarity, and less anxiety pre- and post-intervention. Moderate

Study characteristics

Twenty-seven single-centre studies that included 5969 participants were conducted between 1976 and 2022. Four of these were randomised controlled trials,4,5,26,40 four non-randomised intervention studies,13,27, 33, 36 18 observational studies,14,15,22,23, 24, 25, 28, 29, 31, 32, 35, 37, 38, 39, 41, 42, 43, 34 and one qualitative study30 (Table 1). The sample size ranged from 11 to 1018 participants. The mean age ranged from 28 to 73 yr and all but three studies were mixed gender. One study was women only, one men only, and one transmasculine and non-binary patients. Three studies did not define gender. Two-thirds of the studies originated from four countries: the USA (n=9), the UK (n=7), Ireland (n=2), and Canada (n=2). One study was undertaken in each of Brazil, Netherlands, France, Sweden, Guyana, and Australia. Just over half of the studies were in patients undergoing orthopaedic surgery (n=16). The remaining patient groups were mixed speciality (n=3), colorectal (n=2) and urology, liver transplant, gynaecology, bariatric, breast, and cardiac surgery (n=1).

The intervention across all studies was a stand-alone face-to-face group preoperative education class, covering the required core content as stated in the inclusion criteria (Supplementary File 1). Seventy percent (n=19) of studies described the session duration, which ranged from 35 min14 to 3 h5; the median duration was 90 min (inter-quartile range 60–120 min). The group size was described by 32% (n=9) of the studies, eight of which were delivered to fewer than 15 people at a time (range two14 to 4136 patients). Eighty-six percent (n=24) compared their outcomes with a standard care control group which included a consultation with a surgeon, nurse, or anaesthetist or provision of a patient information booklet. The remaining three studies used a pre–post intervention design.

Risk of bias

The risk of bias for three of the four controlled trials was medium, and one was high risk26 (Table 1). This was primarily because of the inability to blind patients or clinical teams, or where fidelity of the intervention and control groups could not be assured. The non-randomised intervention and observational studies were rated moderate (n=10) or serious (n=9) risk of bias. Three studies did not contain enough information for an assessment to be completed, and we were unable to assess the one qualitative study. Other reasons for elevated risk were possible contamination between intervention and control groups, for example, where care was provided by the same professionals, intervention fidelity, and heterogeneity between participants in the intervention and control groups.

A total of 48 different outcomes were reported (Table 1, Table 2). These were divided into clinical outcomes or patient-centred outcomes, and further grouped under key themes for ease of analysis. An assessment of effect certainty was undertaken using the Cochrane GRADE approach21 for each outcome (Table 2). Sixty percent of the outcome GRADEs were ‘moderate’ or ‘high’ in relation to likelihood of the effect being the true effect.

Table 2.

Summary of outcome findings. ADL, activities of daily living; CI, confidence interval; IM, Intramuscular; IV, Intravenous.

Themes
Outcomes
Total number of participants
Effect of intervention
Quality of evidence (Using GRADE21)
Clinical outcomes
Length of hospital stay Length of hospital stay4,5,13, 14, 15,22, 26, 40,24,28,35,39,43 3732 0.7-Day reduction on meta-analysis (95% CI −1.13 to 0.27)
(2866 participants)5,13,15,22,28,35,39
MODERATE
Postoperative complications 33-Day mortality4 69 No effect MODERATE
Pulmonary complications14 30 Significant reduction in pulmonary complications VERY LOW
Complications up to 90 days38 618 Significant reduction in minor complications VERY LOW
Complications up to 6 months43 200 No effect MODERATE
In-patient complications28 472 No effect LOW
Complications unspecified time period5,13,15,40 542 No effect seen in meta-analysis MODERATE
Readmission Post-discharge visits to the emergency department34 206 Less post discharge visits to emergency department VERY LOW
24-h and 3-month readmission28 472 No effect MODERATE
33-Day readmission4 69 No effect MODERATE
6-Month readmission43 200 No effect MODERATE
Cost Cost per patient/session13, 14, 15,22 715 Intervention greater cost than standard care LOW
Cost effectiveness13, 14, 15 397 Inconclusive LOW
Health professional utilisation Postoperative calls to nurses31,41 292 Significant reduction in postoperative calls to nurses LOW
Home visits13 41 Reduction in postoperative home visits LOW
Patient-centred outcomes
Satisfaction Acceptability (attendance)32,35 1377 Inconclusive because of variability VERY LOW
Satisfaction with intervention4,25,37,38,41,30 1432 High level of satisfaction with experience of intervention MODERATE
Satisfaction with hospital experience4,5,29 324 Inconclusive MODERATE
Satisfaction with outcomes of surgery34 206 Increase in satisfaction MODERATE
Fulfilment of postoperative expectations41,34 306 Intervention more likely to have expectations fulfilled in performance of ADLs and walking capacity, reduced back pain. Some 84% of intervention felt expectations met. LOW
Physical function Functional capacity4 69 Significantly less functional impairment at all stages. HIGH
Vital capacity14 30 No effect VERY LOW
Mobilisation day of surgery22,24 455 No effect MODERATE
Mobilisation postoperative days 1 and 324 137 More likely to mobilise by day 1 and 3. MODERATE
Oxford Hip scores 6 months and 2 yr22 318 No significant effect LOW
Time to standing5 100 No significant effect HIGH
Days to independence with stick/frame13 41 Independence regained sooner. VERY LOW
Discharge destination15 326 No significant effect VERY LOW
Comfort Preoperative pain5 100 Significantly less preoperative pain HIGH
Postoperative IM analgesia requirements4 69 Significantly less requirement for intramuscular analgesia HIGH
Postoperative IV analgesia requirements13,26,24 193 Inconclusive MODERATE
Oral analgesia requirements4 69 No significant effect HIGH
Morphine and psychotropics use5 100 No significant effect HIGH
Pain intensity and site26 15 No significant effect MODERATE
Postoperative pain perceptions5 100 Significantly less perceived pain. HIGH
Pain expectation25 40 No significant effect VERY LOW
Pain relief satisfaction29 155 Significantly more satisfied with pain relief. VERY LOW
Vomiting4,26 84 No significant effect MODERATE
Knowledge Knowledge and understanding of preoperative care, procedure, and recovery27, 33, 36, 23 253 Significant increase in knowledge. MODERATE
Patient activation42 109 Significant increase in activation level, for those with a baseline of 1 and 2. MODERATE
Anxiety Preoperative anxiety5,36,25,41,43 381 Significant reduction in preoperative anxiety. MODERATE
Postoperative anxiety4,5 169 No effect HIGH
Quality of life General quality of life 1, 3, and 6 months40 75 Quicker return to the preoperative global health status, and persistent improved body image after surgery. MODERATE
Impact on sexuality and self-image23 42 Less unanswered questions and better understanding of impact on sexuality, more positive outlook on after-effects of surgery. VERY LOW
Preparedness Differences in perception of physical, social, and psychological needs30 24 More physically and mentally prepared for surgery. MODERATE
Pre- and post-intervention preparedness and familiarisation43 100 Significantly more prepared post-intervention and more procedurally familiar. MODERATE
Preparedness for home checklist13 41 Better prepared VERY LOW
Compliance with preoperative preparation protocols32 244 No effect LOW

Clinical outcomes

Hospital length of stay was the most commonly reported outcome (n=13 studies). Eleven studies (85%) reported a reduction in length of stay for patients receiving group preoperative education, although only two of these were statistically significant.40,43 Five studies (Table 3) presented a difference in mean length of stay without presenting standard deviation or confidence intervals (CIs), and one study used difference in median length of stay. Seven studies of patients undergoing orthopaedic surgery were included in a meta-analysis (Fig 2). Overall, there was a 0.7-day reduction in mean length of stay for patients in the intervention group (95% CI −1.13 to −0.27, I2=67%). Although there was minimal heterogeneity between studies of patients undergoing hip surgery (I2=7.63%), there was substantial heterogeneity between studies of patients undergoing knee surgery (I2=61%).

Table 3.

Length of stay data not amenable to meta-analysis. LoS, length of stay.

Study Total number participants Intervention mean LoS Control mean LoS Mean difference in days Significance
Fortin, 19764 69 6.35 6.44 −0.09 P>0.5
Crabtree, 197814 30 9 8.5 +0.5 Not calculated
Kosik, 198624 137 8.4 9.7 −1.3 Not calculated
Hörchner, 199926 26 3.73 4.5 −0.77 P=0.105
Koet, 202140 75 6 8 −2 P=0.033
Total number participants Intervention median LoS Control median LoS Difference in days
Edwards, 202243 150 3 4 -1 P=0.014

Fig 2.

Fig 2

Meta-analysis of length of hospital stay of participants attending group preoperative education vs control. Random effects meta-analysis model. Study design: ✣RCT, ∗non-randomised intervention study, ⚬observational study. Mean difference l<0 days supports a reduction in length of stay in the intervention group. Overall, 66.9% of variation across studies is as a result of heterogeneity rather than chance (I2). CI, confidence interval; sd, standard deviation.

Postoperative complications were the second most frequently reported outcome (n=9). Complications included mortality,4 pulmonary infections,14 or a composite outcome comprising ‘all complications’,5,13,15,40,28,38,43 All but one study5 suggested a reduction in postoperative complications for patients undergoing group education. The combined odds ratio (95% CI) for three studies of postoperative complications in patients undergoing major abdominal surgery was 0.32 (95% CI 0.15–0.67, I2 25%, Fig 3). In five studies of patients undergoing orthopaedic surgery, the combined odds ratio was 0.73 (95% CI 0.49–1.10, I2=0%). The overall effect across all studies of postoperative complications was 0.56 (95% CI 0.36–0.85, I2=25%, Fig 3). Again, there was minimal heterogeneity across studies of patients undergoing orthopaedic surgery, with slightly more between studies of patients having major abdominal surgery.

Fig 3.

Fig 3

Complications distribution of participants attending group preoperative education vs control. Random effects meta-analysis. Study design: ✣RCT, ∗non-randomised intervention study, ⚬observational study. A lower odds ratio (OR) supports a reduction in complications for the intervention group. Any variation across orthopaedics studies is likely because of chance rather than heterogeneity (I2=0.00%). Some 25.14% of the variation across studies of major abdominal surgery is as a result of heterogeneity rather than chance. CI, confidence interval.

Readmissions were reported by four studies4,28,43,34; the time from discharge to readmission was different in all studies and so not amenable to meta-analysis. No difference was noted between the intervention and control groups in any of studies aside from Eastwood and colleagues,34 who reported fewer postoperative visits to the emergency department in their intervention group.

Cost was reported by four studies.13, 14, 15,22 All acknowledged that group education costs more to deliver than standard care, although a comparison in costs was not possible because of the different staffing and educational resources used. Three studies13,14,22 suggested that the reduction in length of stay and complications seen in their intervention groups offset the additional cost of delivering the session. However, limited quantitative data were provided to support this, and in the most recent study15 no significant difference was found in the total cost of education and inpatient stay between the two groups despite a length of stay reduction.

Three studies reported on health professional utilisation. The intervention groups made significantly fewer phone calls to nurses for reassurance31,41 (not amenable to meta-analysis because of differing time points in data collection) and required fewer postoperative home visits.13 Although fewer reassurance calls were reported, only Collin31 presented statistical analysis, and no difference was found in relation to calls concerning complications.

Patient centred outcomes

Satisfaction was the most frequently reported patient-centred outcome. Eleven studies measured patient satisfaction using a variety of tools. Overall, patients who received preoperative group education reported a high level of satisfaction with the intervention,4,25,37,38,41,30 although, only one study compared satisfaction with a control group (P<0.054). Three studies reported on levels of satisfaction with subsequent hospital stay4,5,29 and found no significant effect of group education. However, one of the most recent studies34 reported a significant increase (P=0.001) in satisfaction with outcome of surgery in their intervention group. They also found that those who received group education were more likely to report a fulfilment of their expectations after surgery with performance of activities of daily living, walking capacity, and reduced back pain. This finding is supported by Pelkowski and colleagues,41 who reported that 84% of their intervention group had their postoperative expectations met, although they did not compare this with control group expectations. Two studies used attendance as a marker of acceptability.32,35 However, the variation in attendance (>80% and 42%) makes it difficult to draw any conclusions.

Seven studies reported on outcomes related to postoperative physical function. These included degree of physical impairment (functional capacity) on postoperative days 2, 10, and 33,4 days off work,4 vital capacity,14 postoperative mobility,5,13,22,24 discharge destination,15 and Oxford Hip scores at 6 months and 2 yr.22 Each study measured different levels of mobility at different time points, which made the outcomes less amenable to meta-analysis. There were, however, several positive findings; patients receiving the intervention were less likely to experience functional impairment up to 1 month after surgery (P<0.05).4 They were also more likely to mobilise on postoperative day 124 and regain their independence sooner,13 although no statistical analysis was reported. There was no association reported between group preoperative education and vital capacity,14 mobilisation on day of surgery,22,24 Oxford Hip scores,22 time to standing,5 or discharge destination.15

Seven studies presented outcomes related to patient comfort, such as pain and vomiting. One study showed that patients in the intervention group experienced less preoperative pain (P=0.04).5 Five studies reported on postoperative analgesia use, but all measured this at different time points and with different tools. Fortin and Kirouac4 reported that patients receiving group education required less IM analgesia (P=0.025), although an effect on IV analgesia usage reported by three studies13,26,24 was less conclusive. Patients in all three intervention groups used less IV analgesia, but only one26 study published a statistical analysis, which did not show a significant effect at any of their three time points. Use of other analgesia, including oral preparations, morphine, or psychotropics, did not differ significantly between groups.4,5 However, the experience of pain, including intensity, site, perceptions, and satisfaction were all improved in patients receiving the intervention; this effect was statistically significant in two studies (P=0.04,5 P=0.0129). Only one study25 reported no effect of the intervention on participants' expectations of pain. No studies reported a positive association with postoperative vomiting.4,26

Patient knowledge and understanding of their surgery and recovery increased after group education in four studies,27, 33, 36, 23 of which three reported a significant effect.27, 33, 36 Knowledge was measured using study-specific post-session surveys, the content of which varied extensively. ‘Patient activation’ levels (measurement of knowledge, skills, and confidence to manage one's own health) increased significantly in one study for patients who scored at the lower end of the activation scale before the intervention.42

Six studies reported that patients who received the intervention had reduced preoperative fear and anxiety compared with baseline, with a control group, or both. Two studies5,36 used a validated tool (State and Trait Anxiety Scale44), one of which found a statistically significant improvement (P=0.047).36 Two used their own questionnaires for patients to self-report anxiety,25,41 and another interviewed patients.23 Two studies4,5 that reported on postoperative anxiety found no statistical difference between the two groups.

Quality of life was measured by two studies.40,23 The first collected data from patients after colorectal surgery and stoma formation, using nine different quality of life questionnaires at four time points covering global health, physical, cognitive, social, role, body image, and stoma. Although almost all scores were higher in the intervention group, only a higher global health status at 1 month (P=0.047) and body image at 6 months after surgery was statistically significant (P=0.010).40 The second study23 explored the impact on sexuality and self-image after hysterectomy and found that the intervention group had a more positive outlook than the control.

The final outcome was preparedness for surgery. Patients undergoing group education interventions were reportedly better prepared for surgery43,30 or specifically for discharge13 compared with controls. Preparedness was measured through non-validated questionnaires and interviews. Edwards and colleagues43 reported a significant increase in patient-preparedness (P=0.001) after a group education intervention. Finally, no difference was found in compliance with preoperative medication regimes.32

Discussion

This systematic review comprises the most comprehensive review of published data evaluating group preoperative education across a wide range of clinical and patient-centred outcomes. Attending a group preoperative education class is associated with a shorter length of hospital stay and may reduce the risk of complications. Other benefits include a reduction in health professional support required and improved postoperative physical function, knowledge, and preparedness. Reductions were also seen in perception of pain and anxiety.

As internationally accepted markers for quality of care,45 length of stay and complications perhaps carry the most weight for organisations considering implementing such programmes. However, patient-centred outcomes, in particular those with ‘moderate’ or ‘high’ GRADE assessment (satisfaction, knowledge, comfort, anxiety and preparedness), are no less relevant given their relationship with clinical outcomes. For example, well-informed, prepared patients feel less anxious,46 and evidence suggests less anxious patients experience less pain and have a better recovery.47,48 Patients with higher activation levels are also known to have better health outcomes.49

Interestingly, although the outcomes relating to satisfaction identified that patients were very satisfied with the intervention itself and felt more prepared for their surgical admission as a result (Table 2), there was little difference between intervention and control groups in terms of satisfaction with surgery and hospital stay. One would expect better informed and less anxious patients to have a better inpatient experience, especially as the data suggest they are more comfortable and less anxious. Further work is needed to understand why this does not appear to be the case.

Of the many studies reporting positive outcomes, none suggested why they thought their intervention was effective (mechanism of action). One likely mechanism is lifestyle behaviour change.10 Our previous work50 (excluded from this review because of the absence of a control group), identified that 86% of patients attending group education intended to make a lifestyle change. Those changes, including preoperative smoking cessation, breathing exercises, and physical activity, are all known to improve postoperative outcomes.51, 52, 53 However, none of the studies measured possible mechanisms of behaviour change (e.g. increase in physical activity, participation in self-management exercises) as an outcome.

The number of different outcomes reported in the literature (n=48) is substantial, and the degree of variation within the 11 themes makes synthesis challenging. Consensus is required as to which outcomes are the most useful to measure the effectiveness of surgery schools, not only as a stand-alone intervention but also as part of an integrated perioperative pathway.

This review has several limitations. Of the 27 included studies, only four were randomised controlled trials. Of the remaining 23, only 17 (74%) used inferential statistics to address whether their findings were statistically significant. Without these analyses, it is difficult to quantify any meaningful change resulting from the intervention.

There are limitations with the reliability of the data. The risk of bias assessments (Table 1) identified that 33% of the studies were a serious risk of bias, 37% moderate risk, and 11% not containing enough information to make an assessment. Although the risk was elevated primarily because most of the studies were observational, other methodological issues were also identified. When assessing the certainty of the evidence, over a third of the 48 outcome effects were identified to be ‘low’ or ‘very low’ meaning that the true effect of the intervention on these outcomes is likely to be markedly different from the estimated effect.21 The reasons for the lower GRADE was because of small sample sizes and significant variation in how the research was conducted, the tools used, and when data were collected. The selection and inclusion criteria for the intervention and control groups also varied. For example, high-risk patients were not included consistently, perhaps because of the likely complexity of their recovery and potentially longer lengths of stay. Furthermore, where patients were not randomised to study groups, bias may be introduced in the selection of controls, for example, those who chose not to attend the class, those who did not have time to attend, or a historic group before the intervention was implemented.

There is also no consensus regarding the ‘standard care’ given to control groups, resulting in considerable heterogeneity. Experience from practice suggests that although some surgeons provide extensive preoperative information and support, others may adopt a more limited approach. This may be because of the allocated time in clinic, the nature of the surgery, or preconceived notions of the relevance of lifestyle information for patients before operation. However, this is likely to impact the potential benefits of preoperative group education.

Although the interventions all contained the core content outlined in the inclusion criteria (Supplementary File 1), only 70% provided the full educational content and delivery of their intervention, and considerable variation is noted in both content and duration. This finding was supported by a UK surgery school survey3 and an international review of orthopaedic surgery schools,54 and is acknowledged to make evaluation of outcomes across institutions difficult. There was also likely to be variation in what was delivered within studies where data were collected over significant time frames. The time between the group education intervention and patients having surgery is also relevant, as recall of information will decrease as time from intervention to surgery increases. Furthermore, time is needed to realise the benefit of any lifestyle change.

There is a risk of publication bias, as studies generally reported positive outcomes. Furthermore, there is a trend towards reporting small studies with non-significant positive effects over the past 50 yr. This highlights the need for further work using robust methodology with clearly defined outcomes.

Despite these limitations, this review highlights the positive impact group education programmes may have on both patient experience and clinical outcomes. This work is supported by empirical qualitative research in this area and personal observations from clinical practice. Patients value and perceive the benefits of attending group education and particularly value the in-person element, which establishes trust with the clinicians caring for them.46,50,55,56

Suggestions for future research

Notwithstanding the lack of robust evidence, surgery schools appear to be here to stay. There is therefore an urgent need for larger-scale prospective evaluation of these interventions. Standardisation in how and what is currently delivered within surgery schools, and minimum standards for reporting outcomes, would reduce variability and help improve the reliability of future meta-analysis. There is also a need for comprehensive cost-effectiveness analysis given the costs associated with delivering these interventions.

Conclusions

This systematic review provides evidence that group preoperative education improves clinical and patient-centred outcomes. However, the studies were small, single centre, and at moderate-to-high risk of bias. There is therefore a need for an adequately powered prospective study to evaluate the effectiveness of preoperative group education on clinical outcomes, and to evaluate whether behaviour change is sustained. Furthermore, the content, timing, and mode of delivery, and evaluation measures of preoperative education require standardisation.

Authors’ contributions

Study design: IFJ, CG, DL

Study execution, primary author of manuscript: IFJ

Protocol development; verified 10% of literature search results: CG

Informed analysis and discussion; editing final draft: BA

Statistical calculations, manuscript editing: FW

Data extraction from half of the final papers; editing final manuscript: LR

Interpretation of data: MG

Drafting of manuscript: MG, DL

Acknowledgements

P. Sands, University of Southampton, Health Service Library.

Handling editor: Phil Hopkins

Footnotes

Appendix A

Supplementary data to this article can be found online at https://doi.org/10.1016/j.bjao.2024.100286.

Declarations of interest

The authors declare that they have no conflicts of interest.

Funding

IFJ is undertaking a doctoral clinical fellowship supported by University Hospital Southampton Research and Development and Southampton Academy of Research. She was supported by a National Institute for Health Research (NIHR) pre-doctoral fellowship during the early execution of this study. Open access publication costs were supported by the NIHR through the NIHR Southampton Biomedical Research Centre.

Appendix A. Supplementary data

The following are the Supplementary data to this article.

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Multimedia component 2
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