CBR AM study materials
CBR AM study resources

CBR AM cheat sheet

CBR AM · Keep the key ideas within reach.

Quick reference

Patient Assessment, Selection, and Preoperative Preparation

  • NIH 1991 consensus criteria for bariatric surgery: BMI ≥40, or BMI ≥35 with obesity-related comorbidity; requires documented failed nonsurgical attempts and acceptable operative risk.

  • Asian populations use lower thresholds (often BMI ≥27.5 with comorbidity, ≥32.5 without) because cardiometabolic risk rises at lower BMI than in White populations.

  • Absolute contraindications: uncontrolled severe psychiatric illness, active substance use, inability to comply with lifelong diet/supplement follow-up, and lack of understanding of risks.

  • Required preoperative workup: CBC, CMP with liver enzymes, HbA1c, lipid panel, TSH, iron studies, vitamin B12, 25-OH vitamin D, and pregnancy testing in patients of childbearing potential.

  • A 6-12 month medically supervised diet is not an evidence-based predictor of postoperative weight loss; it is used to demonstrate behavioral readiness and satisfy payer rules, not to select on weight-loss response.

  • Preoperative very-low-calorie diet (typically 800-1000 kcal/day for 2-4 weeks) reduces liver volume and left liver lobe size, easing laparoscopic exposure.

  • Obstructive sleep apnea screening: STOP-BANG score ≥3 warrants further evaluation; untreated severe OSA raises perioperative respiratory risk and should be optimized before surgery.

  • Helicobacter pylori testing and eradication is recommended before gastric bypass where prevalence is high, reducing marginal ulcer risk; routine endoscopy is indicated for alarm symptoms, not universally.

Quick reference

Surgical and Procedural Interventions

  • Sleeve gastrectomy removes ~75-80% of the stomach along the greater curvature, leaving a tubular conduit of roughly 60-100 mL; it is restrictive with neurohormonal (ghrelin) effects.

  • Roux-en-Y gastric bypass creates a 15-30 mL gastric pouch, a Roux limb (typically 75-150 cm) and a biliopancreatic limb; it combines restriction with malabsorption and dumping physiology.

  • Laparoscopic adjustable gastric banding is purely restrictive, has the highest long-term reoperation rate among common procedures, and is now used infrequently.

  • Biliopancreatic diversion with duodenal switch gives the greatest durable weight loss but carries the highest risk of protein-calorie malnutrition and fat-soluble vitamin deficiency.

  • One-anastomosis gastric bypass (mini-gastric bypass) uses a single loop gastrojejunostomy; its long-term risk of biliary reflux and esophageal metaplasia remains under surveillance.

  • Leak after sleeve gastrectomy most often occurs at the proximal staple line near the angle of His; after bypass, at the gastrojejunostomy.

  • Conversion of sleeve to bypass is a common revisional option for refractory reflux or inadequate weight loss; each revision carries higher leak and complication rates than the primary operation.

  • Informed consent must cover expected percent total weight loss, micronutrient supplementation for life, dumping risk, and the possibility of revisional surgery.

Quick reference

Nutrition and Dietary Management

  • Postoperative progression: clear liquids (day 0-1), full liquids (1-2 weeks), pureed (2-4 weeks), soft solids, then regular texture; advance only as tolerated.

  • Protein target is 60-80 g/day (often up to 1.0-1.5 g/kg ideal body weight); protein intake is the strongest dietary predictor of lean mass preservation.

  • Fluids: at least 1.5-2 L/day, sipped in small volumes; no drinking 15-30 minutes before or after meals to avoid pouch distension and early satiety.

  • Dumping syndrome is triggered by high-sugar, high-osmolar foods; management is low-sugar, high-protein, high-fiber meals, fluids between meals, and lying down after eating for late dumping.

  • Lifelong micronutrients: multivitamin with minerals, vitamin B12 (oral 350-500 mcg/day or intramuscular), vitamin D plus calcium citrate (1200-1500 mg/day), and iron.

  • Thiamine (vitamin B1) deficiency risk rises with persistent vomiting; untreated Wernicke encephalopathy is a neurologic emergency requiring immediate parenteral thiamine.

  • Avoid alcohol: altered pharmacokinetics, higher blood alcohol peaks, and increased risk of transfer addiction and liver injury.

  • Pregnancy should be delayed 12-18 months postoperatively; screen for iron, folate, B12, and vitamin D deficiency and provide additional supplementation.

Quick reference

Postoperative Care and Complication Management

  • Postoperative leak presents with tachycardia (often >120), fever, abdominal pain, or respiratory distress; tachycardia is the earliest and most sensitive sign.

  • Anastomotic stricture after bypass causes progressive dysphagia and vomiting of solid food; treat with endoscopic balloon dilation.

  • Marginal ulcer typically presents 1-3 months postoperatively with epigastric pain; risk factors include NSAIDs, smoking, and H. pylori; treat with proton pump inhibitors.

  • Small bowel obstruction after Roux-en-Y bypass may be internal hernia; CT imaging is the study of choice, and surgical exploration is indicated when suspected.

  • Dumping syndrome: early (10-30 min) is osmotic and vagal; late (1-3 h) is reactive hypoglycemia from exaggerated insulin response; differentiate by timing.

  • Bowel obstruction after bypass may be internal hernia; CT imaging is the study of choice, and surgical exploration is indicated when suspected.

  • Rapid weight loss raises gallstone risk; consider prophylactic ursodiol for high-risk patients, and counsel on symptoms of cholecystitis.

  • Venous thromboembolism prophylaxis: early ambulation, mechanical compression, and risk-stratified chemoprophylaxis; obesity is an independent VTE risk factor.

Quick reference

Behavioral Health and Psychological Support

  • Preoperative psychological evaluation screens for active psychiatric illness, eating disorders (especially binge-eating disorder), substance use, and cognitive capacity to consent.

  • Active substance use disorder and uncontrolled severe psychiatric illness are contraindications until treated and stable; documented stability is required before surgery.

  • Binge-eating disorder is common and is associated with poorer weight loss and more loss-of-control eating postoperatively; treat with cognitive behavioral therapy.

  • Alcohol use disorder risk increases after surgery due to altered tolerance; screen with AUDIT-C at follow-up and counsel on abstinence or strict limits.

  • Depression and anxiety frequently persist or worsen after surgery; screen with PHQ-9 and GAD-7 at intervals and refer for treatment.

  • Eating behavior after surgery shifts toward grazing and loss-of-control eating; structured meals and behavioral monitoring reduce these patterns.

  • Support groups and behavioral programs improve adherence to diet and supplement regimens; attendance should be encouraged, not required for eligibility.

  • Suicide risk is elevated in bariatric populations; routine mental health screening and prompt referral are part of postoperative care.

Quick reference

Medical Comorbidity Management and Pharmacology

  • Type 2 diabetes remits in a substantial proportion of patients after surgery; medication doses (insulin, sulfonylureas) must be reduced or stopped early to prevent hypoglycemia.

  • Antihypertensive medications often require reduction as weight falls; monitor blood pressure and renal function and deprescribe as indicated.

  • After gastric bypass, extended-release and enteric-coated formulations may be poorly absorbed; prefer immediate-release alternatives where possible.

  • NSAIDs increase marginal ulcer and anastomotic ulcer risk; avoid or use with caution and gastroprotection after bypass.

  • Dose adjustment is required for narrow-therapeutic-index drugs (warfarin, levothyroxine, phenytoin, lithium); monitor levels and clinical response.

  • Levothyroxine absorption may change after bypass; recheck TSH 6-8 weeks after surgery and after dose changes.

  • Obesity increases risk of VTE, OSA, and nonalcoholic fatty liver disease; optimize these before and after surgery with appropriate therapy (e.g., CPAP).

  • Diabetes remission criteria often use HbA1c <6.5% and fasting glucose <126 mg/dL off medications for at least one year; document medication status.

Quick reference

Long-Term Follow-Up and Weight Maintenance

  • Lifelong follow-up is recommended at least annually and more frequently in the first 1-2 years; monitor weight, nutrition labs, and comorbidity status.

  • Expected weight loss: sleeve and bypass typically achieve 25-35% total weight loss at 1-2 years; some regain is common after 2-5 years.

  • Weight regain evaluation: assess dietary patterns, portion size, grazing, alcohol use, mental health, and anatomical causes (pouch dilation, fistula, band slippage).

  • Laboratory monitoring includes CBC, CMP, iron studies, B12, folate, 25-OH vitamin D, calcium, PTH, and lipid panel at scheduled intervals.

  • Micronutrient deficiencies (iron, B12, vitamin D, thiamine) are common and may be asymptomatic; treat and replete before symptoms develop.

  • Physical activity target: at least 150 minutes/week of moderate activity plus resistance training to preserve lean mass.

  • Pregnancy should be delayed 12-18 months and requires nutritional monitoring and supplementation throughout.

  • Long-term data show durable comorbidity improvement and reduced mortality compared with nonsurgical management, but adherence to follow-up is essential.

Quick reference

Ambulatory Program Operations, Safety, and Quality Improvement

  • Accreditation standards (e.g., MBSAQIP) require a multidisciplinary team, defined pathways, data collection, and quality reporting.

  • Program structure includes surgeon, dietitian, nurse, psychologist or behavioral health, and care coordinator; each role has defined responsibilities.

  • Standardized perioperative pathways (enhanced recovery protocols) reduce length of stay and complications; include early ambulation, opioid-sparing analgesia, and early oral intake.

  • Quality metrics include 30-day readmission, reoperation, leak rate, VTE, mortality, and nutritional deficiency rates; track and report them regularly.

  • Informed consent documentation must include risks, benefits, alternatives, and expected follow-up requirements, signed by the patient.

  • Patient selection criteria and exclusion documentation should be standardized to reduce variation and support payer authorization.

  • Safety programs include medication reconciliation, allergy verification, and pregnancy screening before surgery.

  • Continuous quality improvement uses audit and feedback, root-cause analysis of adverse events, and staff education to improve outcomes.

Quick reference

Safety and Quality Improvement

  • Surgical safety checklist (WHO-style) reduces errors: verify patient identity, procedure, site, allergies, and availability of blood products before incision.

  • Venous thromboembolism prophylaxis: risk-stratify, use mechanical compression plus chemoprophylaxis, and encourage early ambulation.

  • Anastomotic leak is a surgical emergency; early recognition and prompt reoperation reduce mortality.

  • Medication safety: reconcile all medications, verify allergies, and adjust doses for altered absorption after bypass.

  • Infection prevention: appropriate antibiotic prophylaxis, sterile technique, and glycemic control reduce surgical site infection.

  • Falls and pressure injuries are preventable; assess mobility and skin integrity in patients with obesity.

  • Adverse event reporting and root-cause analysis drive system improvement; nonpunitive reporting culture increases event capture.

  • Patient education on warning signs (fever, tachycardia, pain, vomiting) enables early presentation and reduces severe complications.