Introduction

Noninvasive mask ventilation has been defined as the flow of oxygenated air from a positive pressure source to the patient’s lungs through a mask [1]. In all types of mask ventilation, whether manual or mechanical, a fitted mask is a fundamental factor for adequate ventilation.

Mask ventilation is considered the most important skill for airway management to improve oxygenation and carbon dioxide (CO2) clearance, reduce the work of breathing or relieve respiratory distress. There are two issues guiding the algorithms of difficult airway management: inability to intubate and inability to ventilate [2]. Ventilation is the backup plan for a difficult or failed airway, which can save the patient from serious consequences, such as hypoxic brain injury or even death [1, 3]. In addition, mask ventilation can optimize the preoxygenation condition in an apneic patient or a patient with severe respiratory failure [4, 5]. Over the last few years, there have been many publications and devices invented that focus on improving the endotracheal intubation procedure, but unfortunately, less effort has been made to improve the management of difficult ventilation.

The reported incidence of difficult mask ventilation in the anesthesia literature has ranged from 1.4–9% of the adult population [6,7,8]. However, in the emergency department, the incidence is approximately 46% of total mask ventilation attempts and probably more in the pre-hospital setting, given suboptimal situations [9]. Kheterpal et al. [8] conducted a prospective observational study in 22,660 mask ventilation attempts for adult patients during general anesthesia in the operation room, aiming to evaluate the incidence and the predictors of difficult mask ventilation. They found that (1.4%) of the patients were difficult to ventilate, and (0.16%) were impossible to ventilate. In addition, the study concluded that the only modifiable predictor of difficult mask ventilation is the beard, which can be shaved before the procedure.

The beard is a well-known independent predictor of difficult mask ventilation, as it causes excessive leaks between the hairs and the mask edge [6,7,8, 10]. In the literature, many methods have been suggested by experts to overcome this problem without shaving the beard. Gourdin et al. [11] suggested adding a viscous gel on the mask edge to impregnate between the hairs and mask, which could improve the mask seal and ventilation. Others have claimed that the gel will form a slippery interface and might impair controlling the mask during ventilation [12]. Another method suggested is to use a large-size transparent Tegaderm dressing to be applied over the face, with the outer edges extending over the beard to the neck, and then creating an opening through the mouth for ventilation [12]. An additional method has been described by Rao et al. [13], suggesting assessing the patency of the nostrils, inserting a lubricated nasal airway through the most patent nostril, using a suitable-sized toddler mask and ventilating through the nose. However, none of the previously suggested methods assessed the effectiveness in improving the ventilation.

All the previously described methods seem to be feasible in controlled situations such in the operation room, but in an emergency situation or in the prehospital setting, a simple and quick method with readily available types of equipment is needed. In terms of feasibility and applicability, we believe that the most appropriate technique is the gel technique. Therefore, this study aimed to assess the efficacy of gel methods in improving mask ventilation in a manikin with a beard. The secondary outcome of interest is to compare the provider comfort during ventilation with or without the gel.

Methods

This study was conducted in the simulation center at Prince Sultan Collage for Emergency Medical Services. Invitations were made to respiratory therapists (RTs) working in Riyadh city to visit the center. The invitations were sent through social media for RTs in Riyadh. The targeted number of participants was 50 based on similar studies on ventilation with similar context [14, 15]. In addition, the objective of the study was another reason for choosing this number, as 50 was seen as a sufficient number to assess the efficiency of the proposed method. Respiratory therapists were chosen since they were accustomed to handle basic airway management. In addition, they are the benchmark for other health care professionals when it comes to ventilation. The eligibility criteria were current work experience and a position as an RT clinically working in Riyadh city. Seventy-five participants joined the study; one was excluded since he worked in administrative duty (Fig. 1).

Fig. 1
figure 1

Flowchart of the subject enrollment and allocation

Mask ventilation is a complex process that can be affected by many confounders, including patient-related factors, healthcare provider experience, hand technique and equipment factors [1, 16]. To reduce these sources of potential bias, the mask ventilation operation was standardized: the same mechanical ventilator machine was used, with constant sitting, and the same manikin that can measure the delivered tidal volumes was used for all trials. In addition, the same equipment and techniques were standardized for controlling the mask. We glued the inner surface of the artificial beard to the mannequin to prevent movement and leakage beneath the beard.

The three most important characteristics of the mannequin we used are as follows. First, the manikin’s skin and face should be similar to the softness and the smoothness of normal skin. Secondly, the manikin’s lungs should resemble normal lungs in maintaining elasticity during expansion without leaks or sudden obstructions in flow. Finally, the manikin should measure the received volumes correctly. We used intubation with ventilating through and mechanical ventilation to check the elasticity and accuracy of the measurement and found that the most suitable manikin in our simulation center is the RespiTrainer Advance unit, which is manufactured by IngMar Medical. The unit has feedback training system software that records all aspects of ventilation.

The study followed a randomized crossover design. The procedure was initiated by RTs signing a consent form and then completing a constructed questionnaire that gathered information from the participants about demographics and previous experience. Then, the participants held the masks using the two-handed technique with which they were comfortable: either the double C-E technique, in which each index and thumb finger form a C-shape over the mask, while the remaining fingers lift the mandible bilaterally; or the V-E technique, in which the thumbs and thenar eminence are placed over each side of the mask while the remaining fingers lift the mandible, the ventilator provided a fixed volume..

Randomly, the participants started with or without the gel for 2 min, followed by a rest for 2 min, and then the alternate strategy. Ultrasound gel (water-soluble) was applied by the investigator on the edge of the mask as illustrated (Fig. 2). The ventilator (Zoll Eagle II Ventilator) was programmed in continuous mandatory ventilation mode to deliver a fixed TV of 550 mL at a rate of 12 breaths per minute, and the manikin measured the TV. The investigator entered the data recorded by the manikin’s feedback training system software, such as the recorded mean TV and the number of inadequate TVs (TV < 300 mL). The participants were blinded to the recorded measures, and the alarm system of the ventilator was muted. After finishing the ventilation sessions, a second questionnaire to assess the comfort was completed by the participant, using a five-point Likert scale.

Fig. 2
figure 2

Picture of applying gel around the mask

Outcome parameters

Manikin-based studies that aimed to evaluate the ventilation have used different methods to assess the efficacy of ventilation [1, 16]. We believe volume measurements are physiologically related to ventilation and easier to interpret than pressure measurements. Because each measurement method has some limitations, we used two methods for the assessment. The first was the overall median value of measured TV for the two-minute session. The second method was a breath-by-breath analysis in which each ventilatory cycle was measured and analyzed independently to detect the number of inadequate TVs delivered over the session. Inadequate TV was defined as less than 300 mL [16].

Statistical analysis

The Shapiro–Wilk test was used to examine data distribution. As the data of the main outcome did not meet the assumption of normality (p < 0.004 for mask without gel, p < 0.001 for mask with gel), we used a nonparametric Wilcoxon signed-rank test to determine the statistical significance. Subgroup analysis was conducted for sex, height and years of experience. Subsequently, in the subgroup analysis comparing two independent samples, we used the Mann–Whitney U test. Significance was set as a p value < 0.05. StataCorp 2017 (Stata Statistical Software Release 15, College Station, TX, StataCorp, LLC) was used to perform all the analyses.

Results

Seventy-four respiratory therapists (42 male, 32 female) randomly performed ventilation on our simulated bearded model using a face mask with gel and a face mask without gel (Table 1).

Table 1 Characteristics of the respiratory therapists

More than half of the participants had been working as respiratory therapists for more than 5 years, and the majority were working in the intensive care unit (ICU) (Table 1).

Before using gel, participants’ previous knowledge about the use of gel to smooth patients’ beards was assessed by a self-completed questionnaire; approximately 97% of the participants had no previous knowledge of the technique.

Applying gel around the BVM mask on a bearded manikin resulted in a significantly higher median tidal volume compared to face mask ventilation without gel in a two-minute period, with a total of 24 breaths (283 mL [IQR 224, 327], 467 [451, 478], respectively) (p value of < 0.05) (Table 2).

Table 2 Median of tidal volume (mL) and median differences for 74 subjects overall and within subgroups

When stratified by years of experience, the median tidal volume did not change significantly after applying gel between participants with more than 5 years of experience and participants with less than or equal to 5 years of experience (p value = 0.736). However, in both groups, the ventilated median tidal volume was higher with gel than without gel (Table 2).

Without the gel, males achieved a significantly higher median tidal volume than females (p value = 0.007); however, with gel, the achieved median tidal volume was almost equal between males and females (467 mL [IQR 446, 477], 468 [IQR 457, 484], respectively). Moreover, the difference between medians was not significantly different between males and females (p value = 0.292) (Fig. 3 a, b).

Fig. 3
figure 3

Distribution of failed ventilations (< 300 mL) with and without gel around the mask. The frequency is sorted by number of failed ventilations. a Distribution of number of failed ventilations without the gel. b Distribution of number of failed ventilations with the gel (n = 74)

Without the gel, participants ≤ 165 cm (cm) in height achieved a median tidal volume of 262 mL [IQR 199, 326], and for participants > 165 cm in height, the median tidal volume was 308 mL [IQR 240, 338] (Table 2). However, with the gel, the difference in median tidal volume stratified by height decreased, as the median for participants ≤ 165 cm in height was 467 mL [IQR 454, 483], and that for participants > 165 cm in height was 469 mL [IQR 446, 477].

The numbers of successful ventilations were recorded out of 24 breaths during the 2-min ventilation period for each technique; the proportion of successful ventilations increased significantly by 65% (95% CI 51–75%) (p < 0.001) with the gel.

Participants answered questions about the comfort level of ventilation with the gel on the bearded manikin compared to ventilation without gel. Forty-four of the participants believed that it was comfortable or very comfortable to use gel on bearded patients, whereas nine participants believed it was not comfortable, and twenty-three responses were “natural” (Fig. 4).

Fig. 4
figure 4

Distribution of the comfortability level of using gel on a bearded manikin. The frequency is sorted by very uncomfortable, uncomfortable, natural, comfortable, and very comfortable (n = 74)

Discussion

To the best of our knowledge, this is the first study aimed to assess a technique to improving difficult ventilation in bearded patients. Our study included seventy-four respiratory therapists, more than half of them had more than 5 years experience who we believe can be considered the benchmark for basic airway management or ventilation. The median tidal volume for standard mask ventilation without the gel was 283 mL, whereas that with the gel was 467 mL, (p < 0.01). Our study revealed that applying gel on the edge of the facemask significantly improved both the TV and the number of successful ventilations.

The questionnaire completed by the participants revealed that most RTs did not have any previous knowledge about utilizing gel with bearded patients. Only six participants reported that adding the gel was not comfortable during the ventilation, while the majority of them found it comfortable.

In our present study, the results showed that the use of mask ventilation in this simulated beard model resulted in inadequate ventilation due to excessive air leakage. Without the gel, the median TV received was 284 mL with the ventilator set to provide 550 mL, indicating a greater than 50% leak. This is consistent with other studies that named beards as a cause of excessive leakage [6,7,8, 10]. Moreover, in prolonged ventilation situations, using a face mask may be strenuous and can also be associated with a higher amount of leakage [17].

The characteristics of participants showed some impact on the results. Without gel, the females and participants shorter than or equal to 165 cm delivered less effective ventilation. This finding is consistent with previous studies that reported that shorter operators or females may provide lower TV during ventilation [18]. However, after adding the gel, both groups achieved successful ventilation, regardless of their physical characteristics. This could be an indicator that using the gel can minimize the variation in the delivered tidal volume, which may be caused by the operator’s characteristics [14].

Occasionally, the health care provider might try to overcome leakages by forcefully bagging the patient. If this technique is effective, it may harm the patient by causing barotrauma, or the air can insufflate the stomach. Moreover, this technique might cause fatigue for the provider and decrease the operator’s ability to feel resistance or lung compliance during the ventilation. The efficacy and the simplicity of the gel technique make it easily applicable in all emergency cases, whether inside or outside the hospital. Furthermore, the gel by decreasing the air leak might reduce the spread of contagious infection [19]. However, further investigations are required to confirm the hypothesis. We recommend adding the gel to all difficult mask ventilations of bearded patients. We encourage further investigation on the gel technique with real patients or in fresh cadaver studies. In addition, we recommend enriching the teaching of the basic airway courses and the undergraduate curriculum by adding the techniques that improve the difficult mask ventilation of specific groups of patients, such as bearded, edentulous, and obese patients. We suggest that manufacturer’s incorporate a special facemask material that improves the seal for bearded patients.

In conclusion, in our bearded simulation model, applying the gel significantly improved ventilation without negatively affecting the provider comfort. Moreover, adding the gel could minimize the ventilation variation caused by differences in the operators’ characteristics. Further studies and education are encouraged in the field of basic airway management.