Abstract
Point-of-care ultrasound-guided (POCUS) venous and arterial access involves accurately guiding a needle from the skin surface through subcutaneous tissue to the target vessel. The success of this procedure relies heavily on the operator’s ability to locate and direct the needle tip, which can lead to multiple puncture attempts and iatrogenic complications. A literature review revealed a lack of comprehensive protocols addressing the sonographic details necessary for effective needle identification and vessel cannulation. This paper presents a systematic approach, the “3 Stations of the Needle” protocol, which includes: (1) identifying the needle after initial skin puncture within the subcutaneous tissue; (2) navigating the needle to the vessel’s outer wall; and (3) advancing the needle tip into the vessel lumen. This protocol offers a practical educational method for an ultrasound mastery learning program, enhancing needle identification, guidance, safety, and procedural success in venous and arterial cannulation.
Keywords
Introduction
Over the past two decades, the use of point-of-care ultrasound (POCUS) for vascular access has significantly improved the safety and efficacy of one of the most commonly performed invasive procedures in healthcare. Initially, POCUS was employed to enhance central venous access, effectively reducing the risk of iatrogenic complications (e.g. nerve damage, hematomas, inadvertent arterial punctures, pseudoaneurysms, and pneumothorax or hemothorax) linked to traditional blind anatomical needle techniques. This advancement in patient safety rapidly became the standard of care, supported and endorsed by various professional organizations.1–6 Today, evidence continues to grow, supporting the use of POCUS for venous and arterial cannulation.7,8
While ultrasound has significantly reduced morbidity and mortality associated with large-caliber vascular access, its application to smaller-caliber peripheral venous and arterial vessels remains challenging across all patient populations. Procedures guided by needle POCUS can be complex due to the anatomical variations of both superficial and deep vessels. This complexity often leads to complications such as failed attempts, hematomas, pseudoaneurysms, nerve damage, inadequate catheter placement, and subsequent infiltration and extravasation.9,10 It is well established that multiple factors influence fine motor procedural success.
Locating and guiding the needle tip into a vein or artery using ultrasound is crucial for accessing challenging patients. Standardized training approaches that effectively measure and document competency and success are essential to ensure patient safety during these procedures. The Infusion Nurses Society (INS) Standards of Practice, the Association for Vascular Access, the Italian Group of Venous Access Devices (GAVeCeLT), and the Society of Critical Care Medicine (SCCM) all recommend developing a comprehensive ultrasound-guided training program that supports clinicians progressing from novice to competent expert, enhancing their skills and confidence in performing these vital procedures.11–14
Standardized assessment and insertion protocols for ultrasound-guided vascular access of peripheral, central and arterial pathways (Safe Insertion of Arterial Catheters (SIA), Rapid Peripheral Vein Assessment (RaPeVA), Rapid Central Vein Assessment (RaCeVA), Rapid Femoral Vein Assessment (RaFeVA), Safe Insertion of PICCs (SIP), Safe Insertion of Centrally Inserted Central Catheters (SIC), Safe Insertion of Femorally Inserted Central Catheters (SIF)) are available.15–21 Key concepts related to these protocols, including the relationship of the needle to the ultrasound probe; the identification of the echogenic needle tip in the acoustic windows of the transverse, longitudinal, and oblique axis; the triangular trajectory approach, and the intravenous “walking of the needle” have been well described in the literature.22–24 The procedural literature reveals a significant gap: the lack of a detailed sonographic protocol that thoroughly addresses the crucial phase of needle identification following skin puncture up to vessel cannulation. This critical phase of the insertion process, referred to as the 3 Stations of the Needle, enhances successful vessel cannulation and avoids iatrogenic complications (Table 1). 25
3-Stations of the Needle.
P-NT: probe-needle technique.
Used with permission of authors.
Ultrasound-guided vascular access training programs that use validated mastery learning strategies emphasize needle guidance to improve clinical outcomes.26–29 Bloom first described the mastery learning approach as an instructional strategy in which students must achieve and demonstrate a level of mastery for knowledge and performance. 26 This mastery learning is achieved through a systematic process that breaks down complex skills into smaller, more manageable steps. Although mastery learning for ultrasound-guided needle insertions is well-documented in the literature, there is limited guidance on practical program implementation. 28
3 Stations of the Needle
The 3 Stations of the Needle technique is a staged approach with hard stops designed to promote first attempt accuracy and success, prevent the operator from rapidly advancing the needle tip before its identification, and reinforce the safety concept of ultrasound guidance (Table 1). Specifically, this approach provides (1) identification of the needle tip within the subcutaneous tissue upon skin entry before advancement; (2) a systematic approach to ultrasound-led needle guidance from the subcutaneous tissue to the outer vein wall providing the ability for needle redirection, retraction, or procedural termination; (3) a final safety assessment by performing a “procedural time out” before vessel cannulation to confirm venous versus arterial; (4) the ability to position the needle at the center of the outer wall of the vessel before puncture; (5) to slowly and accurately advance the needle tip, or needle with catheter using simultaneous micro-movements (probe and needle) avoiding contact with the posterior wall of the vessel to ensure successful catheter or guidewire deployment.
Station 1
POCUS identification of the needle tip within the subcutaneous tissue
Station 1 describes POCUS identification of the needle tip within the subcutaneous tissue immediately following the initial skin puncture at 1–5 mm depth. Ultrasound visualization of the needle tip is achieved in the bevel-up position and appears as a bright hyperechoic structure, sometimes referred to as a star sign.27,28,30 At this point of the procedure, the operator can assess the angle of insertion, trajectory, and length of the device required to achieve a 2/3 catheter purchase to the vessel. Adequate vessel purchase using a straight needle depends on its length, while adequate vessel purchase using a catheter is recommended to have 2/3 of its length within the vessel. 31
Early needle tip identification allows the operator to adjust the trajectory toward the target through retraction and angulation. When retracting the needle, the ultrasound probe should be moved in sync in a retrograde fashion, maintaining visualization of the needle tip. In situations where repositioning the needle requires a sharp angle, it should be removed and a new approach performed. Obstacles to successfully identifying Station 1 include subcutaneous emphysema, edema, existing hematoma (from a previous attempt), and thick connective tissue.
Station 2
POCUS guidance of the needle from the subcutaneous tissue to the vessel wall
Station 2 describes the needle movement from identification within the subcutaneous tissue to the outer wall of the target vessel. This distance can be short when approaching superficial vessels (<2–3 mm) or extended (4–7 cm) with deep vasculature or subcutaneous needle tunneling. The space is navigated using micro-movements of the ultrasound probe proximally toward the vessel until the “star sign” fades, followed by needle movement to re-establish the “star sign.” This is referred to as the Probe-Needle Technique (P-NT). The P-NT is most effectively performed in the short (out-of-plane) and oblique axis, allowing for visualization and avoidance of the surrounding structures such as nerve, artery, muscle, collateral vessels, lymph, and the pleural lining. This P-NT technique is repeated until the hyperechoic needle tip is visualized, resting on the outside border of the intended target vessel, completing Station 2. Obstacles to successfully navigating Station 2 include needle angle, irregular or deep respirations/cough, patient movement, a drop in vessel depth, a nerve bundle, and an inability to locate the needle tip. If the needle tip cannot be successfully tracked, it should be removed. This built-in visual safety stop prevents iatrogenic complications.
Station 3
POCUS vessel confirmation and needle advancement through the vessel wall
Station 3 provides an intraprocedural time-out before vessel puncture. This phase begins with an assessment of the target vessel using compression to confirm a venous or arterial structure. The structures surrounding the posterior wall of the vessel, such as the artery, nerve bundle, or lung pleura, are noted.
Using the P-NT, the needle is guided slowly through the layers of the vessel walls until the bevel becomes visible. At this point, the insertion angle must be lowered to prevent puncture of the back wall of the vessel. The P-NT is continued to advance the needle/catheter 1–2 cm past the vein wall. The protocol concludes with observing blood return (via catheter or aspiration), followed by successfully placing a guide wire or deploying a catheter to the vessel. These visualization and simulation training methods and steps of needle guidance apply to venous, arterial and all patient populations.32–36
Discussion
The 3 Stations of the Needle protocol POCUS method for vascular access is designed to comprehensively address the portion of the procedure from the point of needle identification in the superficial subcutaneous tissue to vessel cannulation. This staged approach has several advantages: it creates two intraprocedural timeouts (following the initial needle entry of the skin and before vessel puncture), it incorporates the safe P-NT (avoiding inadvertent needle puncture of surrounding structures), and it provides an intraprocedural point of cessation in situations where the operator has difficulty identifying the needle tip. This method applies to Step 3 (ultrasound-guided venipuncture) of the safe insertion protocols for peripheral, central, femoral, and arterial cannulation.15,16,20,21,35,36
In hospitals throughout the United States, POCUS is used by various clinicians, from experts such as radiologists, surgeons, and vascular access specialists to novices such as residents and registered nurses, with varying outcomes.32–34 Intravenous and intraarterial cannulation is an invasive and often painful procedure currently lacking formal training and skills requirements. First-attempt success and iatrogenic complications with vascular access device placement are solely dependent on the operator’s ability to follow the needle tip from skin puncture to vessel penetration. Optimal training is recommended through formal programs involving simulation and proctored bedside training.
The Mastery Learning approach is an instructional strategy where students must achieve and demonstrate a level of mastery for knowledge and skill with a procedure. 26 A comprehensive ultrasound-guided educational approach is recommended for insertion training with peripheral and central veins, allowing the learner to achieve a predetermined level of competency.11,37 Mastery Learning can be achieved systematically by breaking down complex skills into smaller, more manageable steps using clear objectives. Evidence indicates that students in mastery learning models outperform those in non-mastery models.28,29 According to Winget and Persky, 29 this improved performance may stem from factors like enhanced motivation, frequent testing, and timely feedback, all integral to mastery learning’s structured approach. Applying this approach to vascular access, learning can be broken down into three key components: pertinent anatomy, ultrasound scanning with interpretation, and ultrasound-guided needle movement.
Clinicians must first begin with an educational foundation encompassing phlebology and arteriology. This education is designed to incorporate venous and arterial pathways, as well as the critical surrounding structures in all applicable access regions of the body. This knowledge and understanding assist the operator in determining the safest recommended approach for vascular access for the wide range of patient presentations from stable to emergent.
The second key component is the ultrasound. Familiarity with the operation of the machine itself can range from the key features of gain and depth to the use of color doppler. The operator will then develop a feel for the probe, as well as the weight and ease of movement when scanning. Mastering the ultrasound assessment protocols of the RaPeVA, RaCeVA, RaFeVa, and SIA allows for a safe, non-invasive method to identify structures and apply the ultrasonic acoustic windows of the short, long, and oblique axis in both the thoracic and femoral approaches.
Finally, the third key component combines anatomy and visualization with ultrasound-guided needle movement with the P-NT. To ensure safe needle advancement, the needle is first identified within the tissue, often described as a star sign. Using micro-movements, the probe is advanced forward until this star sign fades but is still visible. The needle is then advanced forward until the bright star sign is re-identified. This P-NT movement is repeated until successful venous or arterial cannulation is achieved. The development of kinesthetic muscle memory for the ultrasound probe and access needle has been demonstrated through the repeated use of simulation models with varying vein size structures without posing serious risks for patients and ultimately successfully transferring this drill into practice. 35
Applying the P-NT to the 3-Stations of the Needle allows for three critical intraprocedural time outs, confirming needle identification within the subcutaneous tissue, the outside wall of the vessel, and finally, cannulation (Table 2). According to procedural literature, a minimum of 50 cannulations are required to reach the level of success where the operator has confidence and a clear understanding of simple and complex presentations, safety and limitations, and the ability to troubleshoot. For novice operators, P-NT is best learned and mastered in the upper extremities due to the relatively low risk of iatrogenic complications. For experienced operators performing central access, the P-NT is safely performed using a micro-puncture needle. If the needle tip cannot be visualized, the procedure can be stopped before causing the patient harm.
Identifiable structures in Station 2.
For upper extremity peripheral venous access, the P-NT ensures a straight trajectory to the vessel, assesses catheter-to-vein purchase, and avoids inadvertent nerve and arterial cannulation. In the thoracic region (the area located between the neck and abdomen), the P-NT avoids the critical structures of the pleural lining and arterial structures when accessing the axillary and supraclavicular approach to the subclavian and brachiocephalic veins. In the cervical and femoral approaches, the P-NT avoids inadvertent arterial cannulation. Finally, the critical advantage of the P-NT with arterial cannulation is ensuring the ideal trajectory angle of the catheter, first attempt success, and prevention of the inadvertent puncture of the back wall of the vessel to avoid the antiquated through and through technique. 36 Needle tip confirmation at these three critical stages builds confidence in the ability of the operator to avoid the mechanical complications of arterial, nerve, or pleural puncture through careful needle guidance when performing live proctored clinical cases.
Incorporating the 3 Stations of the Needle and the P-NT into a modular systems approach aligns with the Mastery Learning minimum performance scoring or global ratings to verify competency achievement.28,38 This staged approach intends to reduce repeat punctures and prevent the escalation of device placement due to an operator’s unsuccessful attempt for peripheral, central, and arterial access. 39 Systematic approaches to training with assessment-based blended mastery learning utilize online education coupled with skills modules to reinforce and measure performance.28,40–43 Blended education effectively combines e-learning courses, simulation skills modules, and supervised insertions to build, assess and measure proficiency and competency.
Conclusion
The ability to locate and effectively guide the needle tip is a skill required to achieve optimal success with ultrasound-guided needle insertions. Integrating a systematic approach to learning allows the acquisition of skills, including the 3 Stations of the Needle. Mastery learning processes aid in establishing proficiency and documenting competency for ultrasound insertions.
Footnotes
Acknowledgements
The authors would also like to recognize Aisha Cobbs for her editorial assistance.
Author contributions
M. O. and N. M. contributed to the conceptualization, writing, and review of the manuscript. All authors read and approved the final manuscript.
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article.
Funding
The author(s) received no financial support for the research, authorship, and/or publication of this article.
Ethics statement
There are no human subjects in this article and informed consent is not applicable.
