CXR is usually the first investigation, showing blunting of the costophrenic angle (typically requiring at least 200 to 300 mL of fluid to be visible on an erect film) and, with larger effusions, a meniscus sign.
Ultrasound is more sensitive for detecting smaller effusions, helps distinguish fluid from pleural thickening, and is used to guide safe thoracocentesis.
CT chest with contrast provides further characterization and is particularly useful for identifying an underlying cause such as malignancy or loculated infection.
Diagnostic thoracocentesis should be performed for any new, unexplained pleural effusion where the cause is not already clear from the clinical context, such as a patient with obvious, symmetric bilateral effusions in the setting of clearly decompensated heart failure.
Pleural fluid analysis should include protein, LDH, cell count and differential, pH, glucose, cytology, and microbiology (Gram stain and culture, with tuberculosis testing where relevant).
Light's criteria are applied to distinguish exudate from transudate where serum protein is not straightforwardly high or low: an effusion is exudative if the pleural fluid to serum protein ratio exceeds 0.5, the pleural fluid to serum LDH ratio exceeds 0.6, or the pleural fluid LDH exceeds two thirds of the upper limit of normal serum LDH. A low pleural fluid pH (below 7.2) or low glucose in the context of a parapneumonic effusion suggests a complicated effusion or empyema, indicating a need for chest drainage rather than antibiotics alone.
Differentials for the underlying cause span the wide list noted above, alongside consideration of hemothorax (bloody effusion, typically traumatic) and chylothorax (milky effusion from lymphatic disruption, elevated triglycerides on fluid analysis, typically from malignancy or thoracic duct injury).