Pleural Effusion

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Pleural Effusion

Respirology
Learning Objectives:

By the end of this post you will be able to:

  1. Recognize the bedside and imaging findings of a pleural effusion and select the initial investigations.
  2. Apply Light’s criteria — and the albumin gradient when they mislead — to classify an effusion as a transudate or an exudate.
  3. Identify a complicated parapneumonic effusion or empyema and initiate drainage.

TL;DR

What you need to know before seeing your first patient on your IM rotation with this condition

Estimated read time: 3 minutes

Pleural Effusions infographic — MedicinePods
  • What it is: Fluid in the space between the lung and the chest wall. The first fork is why: a transudate means the pressures are wrong — heart failure, cirrhosis, nephrotic syndrome. An exudate means the pleura itself is involved — infection, malignancy, inflammation.
  • How it presents: Progressive breathlessness, sometimes with pleuritic pain or a dry cough. The JAMA Rational Clinical Examination found the two most helpful findings are dullness to percussion and reduced tactile fremitus over the fluid; absent breath sounds supports them. A normal chest examination does not rule out a small effusion.
  • Initial tests to order: Chest radiograph, PA and lateral — the lateral is the more sensitive. Then bedside lung ultrasound, which finds smaller volumes and shows loculation. And the step most often forgotten: draw serum protein, LDH and albumin the same day you tap — Light’s criteria are ratios, and without the serum values the fluid cannot be interpreted.
  • If unstable: A large effusion causing respiratory compromise needs therapeutic drainage, not a diuretic — and stop at about 1.5 litres in one sitting.
  • If stable — the effusion of unclear cause: Do a diagnostic thoracentesis. Send protein, LDH, pH, glucose, cell count and differential, Gram stain and culture, and cytology. Three things decide whether the results are usable: pH in a blood-gas syringe, on ice; culture into blood culture bottles; and at least 50 mL for cytology.

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Read Around the Case

Based on the British Thoracic Society Guideline for Pleural Disease (2023) and the ATS/STS/STR guideline on Management of Malignant Pleural Effusions (2018). There is no Canadian Thoracic Society guideline on pleural disease.

Estimated read time: 16 minutes

1. Thoracentesis — Confirming the Effusion, and Doing the Procedure

Estimated read time: 4 minutes

The Effusion Sequence

1. Suspected effusion
Chest radiograph, PA and lateral
2. Bedside ultrasound
Confirm, estimate volume, look for septations, mark the site
3. Does it need a tap?
Bilateral, clear heart failure, no fever → treat and reassess.
Unilateral, febrile, pleuritic or unexplained → tap it
4. Diagnostic thoracentesis
Fluid protein, LDH, pH, glucose, cell count, Gram stain and culture, cytology
+ same-day serum protein, LDH and albumin
5. Apply Light’s criteria
Transudatethe pleura is normal, the pressures are wrong. Common causes include:

  • Heart failure (the most common cause)
  • Hepatic hydrothorax
  • Nephrotic syndrome
  • Severe hypoalbuminaemia

→ Treat the underlying cause

Exudatethe pleura itself is involved. Common causes include:

  • Parapneumonic effusion and empyema
  • Malignancy
  • Pulmonary embolism
  • Tuberculosis
  • Connective tissue disease
  • Pancreatitis, chylothorax

→ Establish the underlying cause

These lists are not exhaustive — they are the causes you will meet most often on a medical ward.

Confirming it is there. It takes roughly 200 mL to blunt a costophrenic angle on a PA film but only about 50 mL on a lateral, which is why a normal-looking PA does not exclude an effusion. Ultrasound beats both: smaller volumes, fluid told apart from consolidation, and septations no radiograph shows. Two findings to know by name are anechoic fluid with atelectatic lung floating in it and the spine sign — the thoracic spine stays visible above the diaphragm, where aerated lung would scatter the beam.

Lung ultrasound showing bilateral pleural effusions with atelectatic lung and the spine sign

Pleural effusion on lung ultrasound, right and left views — the anechoic wedge above the diaphragm is fluid, with atelectatic lung floating in it, and vertebrae still visible above the diaphragm. Courtesy of the Emergency Medicine Student Journal, Dalhousie Department of Emergency Medicine.

Performing a Thoracentesis

Watch the procedure ▶

Set up

1Take consent — verbal and written. Name the complications: pneumothorax (uncommon, less so under ultrasound), bleeding, infection, re-expansion pulmonary oedema, and liver or spleen injury. Document it.
2Position the patient sitting up, leaning forward over a bedside table, arms supported — or, if they cannot sit, a lateral or supine approach under ultrasound.
3Mark the site with ultrasound in the position the patient will be in for the procedure — not on the way past, and not from a scan done yesterday.
4Aim between the posterior axillary and midscapular lines, one to two interspaces below the top of the fluid, never below the ninth rib, and over the top of the rib — the neurovascular bundle runs under the rib above.

The tap

5Sterile prep and drape. Infiltrate 1% lidocaine as a skin wheal, then advance to the pleura aspirating as you go — fluid back gives you the depth.
6Diagnostic tap: 30–50 mL covers every test. Therapeutic: a catheter-over-needle kit with a three-way tap and drainage bag.
7Stop at ~1.5 L in one sitting, or earlier for chest tightness or a persistent cough — the symptoms, not the volume in the bag, are the endpoint. The ceiling exists because of re-expansion pulmonary oedema: rare, but easier to avoid than to manage. Drain the rest tomorrow.
8Send fluid for testing. Two handling points decide whether the results are usable: pH in a blood-gas syringe, on ice, and culture into blood culture bottles. Send 50 mL if cytology is wanted.

Afterwards. Although this varies with local practice and physician comfort, it is worth noting that Petersen & Zimmerman (Chest 2000) found no routine chest radiograph is needed after an uncomplicated tap in a patient who feels well — and that aspirating air predicts pneumothorax, while pain, hypotension and a dry tap do not. Film the patient who had air aspirated or who becomes breathless, not the one who found it sore.

Before You Tap

Coagulation — more permissive than most people assume

The Society of Interventional Radiology guidelines (endorsed by the Canadian Association for Interventional Radiology) call thoracentesis low bleeding risk: no prophylactic platelets at ≥ 20 × 10⁹/L (20,000/µL), and no correction of a therapeutic warfarin INR. The 2025 CHEST guideline agrees, and Hibbert et al. found no excess bleeding. Transfusing to a number usually treats the chart, not the patient, and an urgently needed drain should not wait on an INR — local policy may still ask, so know yours.

2. Light’s Criteria, and the Fluid That Lies

Estimated read time: 4 minutes

An effusion is an exudate if any one of Light’s criteria is met:

  • pleural fluid protein ÷ serum protein > 0.5
  • pleural fluid LDH ÷ serum LDH > 0.6
  • pleural fluid LDH > two-thirds of the upper limit of normal serum LDH

Meeting none makes it a transudate. The criteria deliberately over-call exudates — the right trade-off when the alternative is missing an empyema or a malignancy.

The Trap

The fluid that lies: the pseudoexudate

A patient diuresed for several days will produce fluid that meets Light’s criteria even though the effusion is a transudate. In Romero-Candeira et al., serial taps during diuresis showed pleural protein rising from 23 to 33 g/L and LDH from 177 to 288 U/L in five days — earning the patient a CT, a repeat tap and a consult for an effusion that was always cardiac.

When the numbers say exudate but the patient says heart failure, calculate the gradients:

  • serum albumin − pleural fluid albumin > 12 g/L → transudate
  • serum protein − pleural fluid protein > 31 g/L → transudate

The same study showed why: diuresis moved the gradients far less than the ratios. Trust the gradient here, and only here.

When the exudate is neither pneumonia nor cancer, the pattern of results narrows it.

Cause Fluid pattern What it changes
Tuberculosis Lymphocyte-predominant, adenosine deaminase (ADA) > 40 U/L, protein often very high Fluid AFB smear and culture are low yield — a negative result does not exclude TB. Pleural biopsy is what makes the diagnosis, so ask for one rather than repeating the tap.
Rheumatoid arthritis Glucose < 1.6 mmol/L, pH < 7.20, very high LDH The most striking numbers in pleural medicine, and they read exactly like an empyema. The difference is the clinical picture — chronic seropositive rheumatoid arthritis, no sepsis. Draining it does not help.
Chylothorax Milky, triglycerides > 1.24 mmol/L Think thoracic duct injury after surgery, or lymphoma.

Trial Files

3. Parapneumonic Effusion and Empyema — When Antibiotics Stop Being Enough

Estimated read time: 4 minutes

Around 40% of patients admitted with pneumonia develop an effusion. The question is always whether this one needs a drain — and the fluid tells you. The pH is the single most useful number, so send it in a blood-gas syringe on ice: a plain tube or a sample left sitting reads falsely high, and a falsely high pH is the one result that will talk you out of a drain the patient needs.

Stage Pleural fluid What it needs
Simple
(uncomplicated)
Free-flowing · pH > 7.20 · normal glucose · Gram stain and culture negative Antibiotics alone.
Complicated pH < 7.20 · glucose < 3.3 mmol/L · Gram stain or culture positive · loculation on ultrasound Bacteria have crossed into the pleural space. Antibiotics plus drainage — antibiotics alone will fail. Any one of these findings is enough.
Empyema Frank pus No further analysis needed. Drain it.

When to sample, and when to worry. Sample any effusion more than 10 mm deep in a febrile patient with pneumonia. And if fever persists after 48 to 72 hours of appropriate antibiotics, image the chest for an undrained space before broadening antibiotic cover.

Drainage. A small-bore (10–14F) chest tube is first-line, and in most Canadian hospitals it is placed image-guided by interventional radiology, sometimes by respirology. A surgical chest tube is not the first-line device, and asking for one is a common referral error.

Clinical Pearl

Where drainage is incomplete because the space is septated, intrapleural tPA 10 mg plus DNase 5 mg twice daily for three days improves drainage and reduces the need for surgery (MIST2). The detail worth carrying: the combination works and neither drug alone does — tPA breaks the septations, DNase thins the fluid, and either alone was no better than placebo. The earlier MIST1 had already shown intrapleural streptokinase does not work.

Antibiotics should cover anaerobes, for two to six weeks; the pneumonia post covers the choice — this section is about the space, not the drug.

Who to call, and when. Interventional radiology places the image-guided drain or a tunnelled catheter. Respirology for a diagnostic problem, a trapped lung, or thoracoscopy. Thoracic surgery when the patient is not improving despite a functioning drain and intrapleural therapy — a VATS washout or decortication is sometimes the only thing that clears an organized empyema. Fluid that stops draining before the effusion is gone means a blocked catheter or a trapped lung, and a tube that stops swinging with respiration is blocked, kinked or out of the pleural space — all need imaging, not waiting.

4. Malignant Pleural Effusion

Estimated read time: 4 minutes

A malignant effusion usually marks the point at which the disease becomes incurable, and the goal shifts to breathlessness that does not come back. Lung and breast cancer and lymphoma cause most of them.

Chest radiograph showing a massive left pleural effusion displacing the heart and trachea to the right

Massive left pleural effusion — fluid fills the hemithorax and pushes the heart and trachea away from it — the opposite of collapse, where the shift is towards the abnormal side. The cause is pulmonary adenocarcinoma with pleural spread, completely obscured by the fluid: the film shows the effusion, never the tumour. Yale Rosen, Wikimedia Commons, CC BY-SA 2.0.

Getting the diagnosis. Cytology on the first tap is positive in roughly 60%; a second adds a little, a third almost nothing. If it stays negative and suspicion remains, thoracoscopy with pleural biopsy is diagnostic in over 90%.

Relieving the breathlessness. Two things decide the option: whether the lung re-expands after drainage, and how long the patient is likely to live.

Option What it involves When to choose it — key notes
Repeat therapeutic thoracentesis Drain as needed in clinic or on the ward Very limited life expectancy, or a patient who does not want a more invasive procedure
Talc pleurodesis Chest tube, talc instilled to seal the pleural space; needs an inpatient stay Lung re-expands fully, reasonable performance status, and the patient prefers a one-off definitive procedure
Indwelling pleural catheter (IPC) Tunnelled catheter, drained at home by patient or caregiver Trapped (non-expandable) lung, or a patient who wants to avoid hospital days

TIME2 and AMPLE both compared an indwelling catheter against talc pleurodesis: breathlessness improved equally, but the catheter group spent fewer days in hospital, at the cost of more catheter problems such as blockage and cellulitis. The ATS/STS/STR guideline accepts either where the lung re-expands, and the catheter where it is trapped — pleurodesis cannot work if the pleural surfaces never meet.

What an indwelling pleural catheter involves — the palliative route. A day procedure under local anaesthetic, usually by interventional radiology, tunnelled under the skin. The patient or a home-care nurse drains it at home every two to three days: no admission, no repeat needles. In about half the pleural surfaces seal on their own (auto-pleurodesis) and it comes out. Involve palliative care early — breathlessness here responds to more than drainage.

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Related Podcasts

Test Yourself

Click on your answer to reveal the explanation.

Medical Student Level

A 68-year-old man is admitted with three weeks of progressive breathlessness. His blood pressure is 128/76 mmHg and has been stable, heart rate 88, temperature 36.9°C, oxygen saturation 93% on room air. There is dullness to percussion and absent breath sounds at the right base. A chest radiograph shows a moderate right-sided pleural effusion. He undergoes an ultrasound-guided diagnostic thoracentesis. The pleural fluid protein is 38 g/L and the pleural fluid LDH is 320 U/L. Serum drawn the same morning shows protein 68 g/L and LDH 420 U/L, with a laboratory upper limit of normal for serum LDH of 250 U/L.

How should this fluid be classified, and what is the most appropriate next step?

  • A.Transudate — treat for heart failure and reassess the effusion in 48 hours
  • B.Exudate — send cytology and pursue an exudative workup
  • C.Transudate — calculate the serum-to-fluid albumin gradient before any further testing
  • D.Exudate — start empiric antibiotics and insert a chest tube
Resident Level

A 62-year-old woman is on day 3 of ceftriaxone and azithromycin for community-acquired pneumonia. Her blood pressure is 118/72 mmHg and has been stable throughout, but she has continued to spike fevers to 38.6°C. A repeat chest radiograph shows an enlarging left pleural effusion. Bedside ultrasound demonstrates a moderate effusion with multiple septations. Blood cultures from admission are negative. An ultrasound-guided diagnostic thoracentesis yields turbid fluid with a pH of 7.08, glucose 2.1 mmol/L, LDH 1,450 U/L, and a negative Gram stain.

After reversible causes of ongoing fever have been addressed, what is the most appropriate next step?

  • A.Continue the current antibiotics and repeat the chest radiograph in 48 hours
  • B.Repeat the diagnostic thoracentesis in 24 hours to confirm the pH
  • C.Continue antibiotics and call respirology or thoracic surgery for consideration of chest tube drainage
  • D.Broaden antibiotic cover to piperacillin-tazobactam and continue to observe

Reflect

A 74-year-old woman with heart failure with reduced ejection fraction was admitted three days ago with bilateral pleural effusions. She has been on intravenous furosemide since admission and has lost 4 kg, her jugular venous pressure has fallen and her legs are visibly less swollen — but she is no less breathless than she was on day one, and the right effusion looks unchanged on today’s radiograph. At what point does “it is just her heart failure” stop being a reasonable assumption, and what would you do next?

Please do not include patient identifying details — no names, initials, dates, medical record numbers, or any detail that could identify a specific patient or encounter. Write about your reasoning, not about a real person.

Authors and Review

Dr. Zahra Merali, MB BCh BAO, FRCPC, MHPE
General Internal Medicine Physician, Sunnybrook Health Sciences Centre. Assistant Professor, University of Toronto.

Content developed with the assistance of Claude (Anthropic). Reviewed annually and updated as needed. If you identify an inaccuracy, please contact medicinepods@gmail.com.

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Week 2

1 · COPD2 · Asthma3 · Pulmonary Embolism4 · Pleural Effusion5 · Interstitial Lung Disease