Overview

Pleural Fluid Cytology is a diagnostic procedure used to evaluate pleural effusions and determine their cause. This technique involves collecting and processing pleural fluid for cytological examination to identify malignant cells, inflammatory conditions, or other pathological processes. Pleural fluid cytology is crucial for the diagnosis of pleural malignancies, particularly in cases of suspected metastatic disease or mesothelioma.

Pleural fluid cytology is essential for the evaluation of pleural effusions, which are common clinical findings. The procedure helps identify malignant pleural effusions, distinguish between transudative and exudative effusions, and guide further management decisions. It is particularly valuable in the diagnosis of lung cancer metastases, mesothelioma, and other pleural malignancies. The procedure is minimally invasive and provides rapid results compared to pleural biopsy.

Indications

βœ“
Pleural Effusion

Evaluation of pleural effusions of unknown etiology

βœ“
Suspected Malignant Effusion

Assessment of pleural fluid in patients with known or suspected malignancy

βœ“
Recurrent Effusion

Evaluation of recurrent pleural effusions

βœ“
Bilateral Effusions

Assessment of bilateral pleural effusions

βœ“
Systemic Symptoms

Pleural effusion associated with fever, weight loss, or night sweats

βœ“
Occupational Exposure

Evaluation in patients with history of asbestos exposure

Contraindications

Absolute Contraindications

βœ— Severe coagulopathy (INR >2.0) that cannot be corrected
βœ— Uncooperative patient unable to remain still during procedure
βœ— Suspected vascular lesions (e.g., hemangioma)
βœ— Active infection at the biopsy site

Relative Contraindications

βœ— Anticoagulant therapy (assess risk-benefit ratio)
βœ— Multiple previous procedures at the same site
βœ— Severe anxiety or panic attacks
βœ— Pregnancy (second and third trimester)

πŸ“‹ Equipment Checklist

Check off items as you gather them:

Pre-procedure Preparation

Patient preparation includes obtaining informed consent, reviewing coagulation parameters (platelets >50,000, INR <1.5), and ensuring the patient is not on anticoagulants. The patient should be positioned comfortably, typically sitting upright or in a semi-Fowler position. The chest area should be cleaned with antiseptic solution. Ultrasound guidance should be arranged for precise fluid collection.

Step-by-Step Procedure

Step 1: Patient Positioning and Site Preparation

Position the patient sitting upright with arms resting on a table or in a semi-Fowler position. Clean the skin over the target area with antiseptic solution in a circular motion, starting from the center and moving outward. Allow the antiseptic to dry completely. Use ultrasound to identify the optimal puncture site and mark it.

⚠️ Common Mistakes to Avoid:

  • Inadequate positioning leading to difficult access to the pleural space
  • Not allowing antiseptic to dry, which can contaminate the specimen
  • Inadequate skin preparation increasing infection risk

πŸ’‘ Pro Tip:

For better access, ask the patient to lean forward slightly to separate the scapulae.

Step 2: Ultrasound Guidance Setup

Apply ultrasound gel to the chest area and use a high-frequency linear probe to visualize the pleural effusion. Identify the optimal puncture site, typically in the posterior axillary line at the level of the effusion. Mark the entry point on the skin. Ensure adequate fluid depth (>2cm) for safe puncture.

⚠️ Common Mistakes to Avoid:

  • Not using ultrasound guidance for precise fluid collection
  • Poor ultrasound technique causing suboptimal visualization
  • Inadequate documentation of ultrasound findings

πŸ’‘ Pro Tip:

Use the ultrasound to identify the deepest part of the effusion for optimal fluid collection.

Step 3: Needle Insertion and Fluid Collection

Insert the needle perpendicular to the skin surface and advance it toward the pleural space under ultrasound guidance. Once the needle tip is within the pleural space, apply gentle negative pressure to collect fluid. Collect 50-100mL of fluid for cytological examination.

⚠️ Common Mistakes to Avoid:

  • Inserting the needle too deep and causing pneumothorax
  • Insufficient fluid collection for adequate cytological evaluation
  • Too rapid fluid collection causing patient discomfort

πŸ’‘ Pro Tip:

Collect fluid slowly to minimize patient discomfort and reduce the risk of complications.

Step 4: Specimen Collection and Processing

Transfer the collected fluid to appropriate collection tubes (EDTA for cell count, heparin for biochemistry, plain tube for cytology). Prepare cytospin slides or direct smears from the fluid. For bloody specimens, use the "squash" technique.

⚠️ Common Mistakes to Avoid:

  • Inadequate mixing of fluid with anticoagulant
  • Delayed processing causing cell degeneration
  • Inadequate labeling leading to specimen mix-ups

πŸ’‘ Pro Tip:

Prepare both cytospin slides and direct smears for optimal morphological evaluation.

Step 5: Multiple Specimens and Adequacy Assessment

Collect additional specimens for biochemical analysis (protein, LDH, glucose) and microbiological culture if indicated. Assess adequacy by examining the slides under a microscope if available. Look for adequate cellularity and preservation.

⚠️ Common Mistakes to Avoid:

  • Insufficient specimens for complete evaluation
  • Not collecting specimens for biochemical analysis
  • Not assessing adequacy during the procedure

πŸ’‘ Pro Tip:

Adequacy criteria for pleural fluid cytology require adequate cellularity with well-preserved cells.

Step 6: Fixation and Staining

Immediately fix the smears by either immersing in 95% ethanol (wet fixation) or using spray fixative held 25-30 cm from the slide (air-dried for Romanowsky stains). Label slides with patient details, site, and date. Prepare additional slides for special stains if indicated.

⚠️ Common Mistakes to Avoid:

  • Delayed fixation causing air-drying artifacts in alcohol-fixed smears
  • Spray fixative too close causing cell distortion
  • Inadequate labeling leading to specimen mix-ups

πŸ’‘ Pro Tip:

Prepare two sets of slides: alcohol-fixed for Papanicolaou stain and air-dried for May-GrΓΌnwald-Giemsa stain.

Step 7: Post-procedure Care and Documentation

Apply firm pressure to the puncture site for 5-10 minutes using sterile gauze. Check for adequate hemostasis before applying a sterile dressing. Document the procedure including the volume collected, needle gauge used, and gross appearance of fluid. Provide post-procedure instructions to the patient.

⚠️ Common Mistakes to Avoid:

  • Insufficient pressure application leading to hematoma formation
  • Inadequate documentation of the procedure
  • Not providing clear post-procedure instructions

πŸ’‘ Pro Tip:

Patients should be observed for at least 15 minutes post-procedure to monitor for complications.

Master Pleural Fluid Cytology with RxDx

Access 100+ procedure videos and expert guidance with the RxDx app

Post-procedure Care

Post-procedure care involves monitoring the puncture site for any bleeding or infection. Patients should be observed for 15-30 minutes for any immediate complications. Instructions include keeping the site clean and dry for 24 hours, watching for signs of infection or excessive bleeding, and returning for results discussion. Most patients can resume normal activities immediately.

Complications & Management

Complication Incidence Signs Management Prevention
Pneumothorax 5-10% Chest pain, dyspnea, decreased breath sounds Chest X-ray, observation, chest tube if large Ultrasound guidance, proper technique, avoid deep puncture
Hematoma 1-3% Swelling, pain, discoloration at puncture site Apply firm pressure for 10-15 minutes, ice pack, observation Adequate pressure post-procedure, correct coagulation parameters
Infection <0.1% Erythema, warmth, purulent discharge after 24-48 hours Antibiotics based on culture, local wound care Strict aseptic technique, avoid aspirating through infected skin
Vasovagal reaction 0.5-1% Dizziness, sweating, bradycardia, hypotension Trendelenburg position, monitor vitals, IV fluids if severe Perform procedure with patient lying down, calm environment
Inadequate sampling 5-15% Insufficient cellularity for diagnosis Repeat procedure after 3-6 months Proper technique, adequate volume collection, ultrasound guidance

Clinical Pearls

πŸ’‘

Always use ultrasound guidance for pleural fluid collection to improve safety and adequacy rates.

🎯

Collect at least 50-100mL of fluid for adequate cytological evaluation and additional studies.

⚑

For bloody effusions, prepare both direct smears and cytospin slides for optimal cell preservation.

πŸ”

Rapid on-site evaluation (ROSE) by a cytopathologist significantly improves adequacy rates.

πŸ“Š

Document the volume collected, needle gauge used, and gross appearance of fluid in your procedure note.

🎨

The quality of slide preparation is as important as the collection technique - poor slides from good specimens lead to non-diagnostic results.

⚠️

Be aware of the different cytological patterns in transudative vs exudative effusions for accurate diagnosis.