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Pleural effusion

Is it a transudate, an exudate — or pus? Most bilateral effusions in heart failure don't need a tap. A unilateral or unexplained effusion does: an ultrasound-guided sample, sent for the right tests, gives you the answer. Built for revision, not live patient decisions.

1

Settle them, and check the basics

how breathless? is it pus?

Red flags — what each should make you think

Fever + effusion + sepsisempyema Pleural pH below 7.2complicated parapneumonic — drain Trauma or anticoagulated, blood on taphaemothorax Massive effusion, mediastinal shifturgent therapeutic drainage Weight loss, smoker, asbestosmalignancy / mesothelioma Breathless after draining a lotre-expansion pulmonary oedema
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Pearl

Use ultrasound before every pleural procedure. Blind taps cause pneumothoraces and liver and spleen injuries. And if the patient has heart failure with bilateral effusions, treat the heart failure first: tap only if it's atypical (unilateral, febrile, pleuritic pain, or not responding).

First actions

  • O₂Oxygen to target
  • USSBedside ultrasound
  • 💉Diagnostic tap if unexplained
  • 🚰Therapeutic aspiration if breathless
  • ☎Respiratory team
2

Understand the patient — transudate or exudate

Light's criteria

Light's criteria — exudate if any one is met

  • Pleural fluid protein / serum protein above 0.5
  • Pleural fluid LDH / serum LDH above 0.6
  • Pleural fluid LDH above two-thirds of the upper limit of normal for serum LDH

Send a serum protein and LDH at the same time as the tap.

Causes

  • Transudates — heart failure, cirrhosis (hepatic hydrothorax), nephrotic syndrome, hypoalbuminaemia, hypothyroidism, peritoneal dialysis
  • Exudates — parapneumonic/empyema, malignancy (lung, breast, lymphoma, mesothelioma), TB, PE, rheumatoid/SLE, pancreatitis, drugs

What the fluid tells you

  • pH below 7.2 (in suspected infection) → complicated parapneumonic effusion → chest drain
  • Frank pus → empyema → drain
  • Blood-stained → malignancy, PE, trauma; haematocrit above 50% of blood → haemothorax
  • Low glucose → infection, rheumatoid, malignancy, TB
  • Lymphocytes → TB, malignancy; milky → chylothorax

Work A–E — assess and act as you go

AAirway. Patent.—
BBreathing. RR, SpO₂, dullness, reduced air entry, tracheal shift.oxygen, USS
CCirculation. HR, BP, JVP, oedema (HF).—
DDisability. ——
EExposure. Ascites, lymph nodes, breast exam, clubbing, signs of HF/liver disease.—
3

The diagnoses you must not miss

tap to open each

What points toward it, what would rule it in, and how to manage it.

4

Investigate — what to order, when, and what it tells you

test with a question in mind

Ultrasound

Always
Before any pleural procedure.

Pleural fluid

Biochemistry
Protein, LDH (with serum), pH (blood gas analyser), glucose.
Microbiology
Gram stain, culture, AFB if TB suspected.
Cytology
Malignancy (send a large volume).

Bloods

Paired
Serum protein, LDH.
Others
FBC, U&E, LFT, CRP, BNP, clotting.

Imaging

CXR
Size, shift.
CT chest with contrast
Exudates: pleural thickening, malignancy, PE.
5

How the plan comes together

disposition · handover

outpatient

Small stable effusion with an obvious cause (e.g. treated HF), or after diagnostic tap with results to follow and urgent respiratory clinic follow-up.

admit

Empyema, haemothorax, large symptomatic effusion, drain needed, or significant underlying illness.

Hand over: tap results, drain status, volume removed, plan.

🩺
Pearl

Ultrasound first, tap the unexplained effusion, send paired serum tests, and check the pH whenever infection is possible. A pH below 7.2 means a drain. Nicely done getting here.

✎

Clerking template

copy or download

Pleural effusion — documentation structure

A structure and prompt list to help you document and think systematically. It is not a completeness check and cannot guarantee nothing is missed — use your trust's own proforma, your seniors, and your clinical judgement.

PLEURAL EFFUSION — CLERKING TEMPLATE PRESENTING COMPLAINT: HISTORY OF PRESENTING COMPLAINT Breathlessness / cough / pleuritic pain — onset: Fever / sputum: Weight loss / night sweats / haemoptysis: Heart, liver, kidney disease: Asbestos / occupation / TB contacts / drugs: RED FLAGS ASKED (record present or absent) [ ] Fever + effusion + sepsis -> empyema [ ] Pleural pH below 7.2 -> complicated parapneumonic — drain [ ] Trauma or anticoagulated, blood on tap -> haemothorax [ ] Massive effusion, mediastinal shift -> urgent therapeutic drainage [ ] Weight loss, smoker, asbestos -> malignancy / mesothelioma [ ] Breathless after draining a lot -> re-expansion pulmonary oedema SCORES / KEY CHECKS USS findings (size / septations): Fluid appearance: Protein: LDH: pH: Glucose: Serum protein: Serum LDH: Light's criteria: transudate / exudate Volume removed: PAST MEDICAL HISTORY: DRUG HISTORY: ALLERGIES: SOCIAL HISTORY (smoking / alcohol / function / who's at home): FAMILY HISTORY: OBSERVATIONS: RR SpO2 ( % O2) HR BP Temp GCS NEWS2 EXAMINATION A - B - C - D - (GCS pupils glucose ) E - INVESTIGATIONS ORDERED: IMPRESSION: DIFFERENTIALS CONSIDERED: [ ] Empyema / complicated parapneumonic effusion [ ] Haemothorax [ ] Massive / malignant effusion [ ] Re-expansion pulmonary oedema [ ] Heart failure [ ] Parapneumonic effusion [ ] Malignancy [ ] TB [ ] PE PLAN: 1. 2. 3. ESCALATION / SENIOR DISCUSSION: Discussed with: Time: Advice: SAFETY NET / IF DETERIORATES: Documented by: Grade: Date/Time:
?

Test yourself

active recall

Cover the answer, say it out loud, then reveal. Retrieval beats re-reading.

0 / 10 known
Red flag
Fever + effusion + sepsis — what should it make you think?
empyema
Red flag
Pleural pH below 7.2 — what should it make you think?
complicated parapneumonic — drain
Red flag
Trauma or anticoagulated, blood on tap — what should it make you think?
haemothorax
Red flag
Massive effusion, mediastinal shift — what should it make you think?
urgent therapeutic drainage
Red flag
Weight loss, smoker, asbestos — what should it make you think?
malignancy / mesothelioma
Red flag
Breathless after draining a lot — what should it make you think?
re-expansion pulmonary oedema
Must not miss
How do you rule in empyema / complicated parapneumonic effusion?
USS-guided tap: pus, positive Gram stain/culture, or pH below 7.2.
Must not miss
How do you rule in haemothorax?
CXR/USS, tap haematocrit, CT.
Must not miss
How do you rule in massive / malignant effusion?
CXR, USS, cytology.
Must not miss
How do you rule in re-expansion pulmonary oedema?
Clinical, CXR.
Q

Frequently asked questions

quick answers
What are the red flags for pleural effusion?
  • Fever + effusion + sepsis — think empyema
  • Pleural pH below 7.2 — think complicated parapneumonic — drain
  • Trauma or anticoagulated, blood on tap — think haemothorax
  • Massive effusion, mediastinal shift — think urgent therapeutic drainage
  • Weight loss, smoker, asbestos — think malignancy / mesothelioma
  • Breathless after draining a lot — think re-expansion pulmonary oedema
What is the initial management of pleural effusion?
  • Oxygen to target — sit up
  • Bedside ultrasound — size, septations, safe site
  • Diagnostic tap if unexplained — protein, LDH, pH, glucose, cytology, MC&S
  • Therapeutic aspiration if breathless — remove no more than about 1.5 L at a time
  • Respiratory team — empyema, malignant or recurrent effusions

Always alongside senior support and your local guideline.

What diagnoses must you not miss in pleural effusion?
  • Empyema / complicated parapneumonic effusion — fever won't settle
  • Haemothorax — trauma · anticoagulated
  • Massive / malignant effusion — mediastinal shift
  • Re-expansion pulmonary oedema — after drainage

Open each one in the must-not-miss section for what points toward it, how to rule it in, and how to manage it.

What investigations should a junior doctor order for pleural effusion?
  • Ultrasound — Before any pleural procedure.
  • Pleural fluid — Protein, LDH (with serum), pH (blood gas analyser), glucose.
  • Bloods — Serum protein, LDH.
  • Imaging — Size, shift.
Admit or discharge: how is the plan decided for pleural effusion?
  • Outpatient — Small stable effusion with an obvious cause (e.g. treated HF), or after diagnostic tap with results to follow and urgent respiratory clinic follow-up.
  • Admit — Empyema, haemothorax, large symptomatic effusion, drain needed, or significant underlying illness.
Is there a clerking template for pleural effusion?

Yes — there is a clerking template for pleural effusion on this page, structured as presenting complaint, red flags asked, history, examination (A–E), investigations, differentials, plan and escalation. You can copy it or download it as a Word document. Jump to the template.

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